About this Release

In each release there may be new features and functions that require one or all of the following:

· Purchase of a module to access

· User Training

· Specific process to be used to ensure the correct functioning

Please read the release notes and the corresponding manual pages to ensure that you understand the changes being made, what module they are associated with, and how they impact your business processes.

If you have any questions about anything in a release, please contact support either by phone or through a Redmine ticket.

Release Notes for CareRight 6.99

Major Features

Medication Management with EMMA

Main article: EMMA Integration

CareRight now integrates to publish admitted patient records to emma, a full medication management and charting solution. Our current level of integration is in the experimental stage; and will be improved over time.

Enhancements

Admin > Accounting > Items > Specific item type for transportation charges

Main article: Item Types

A new item type is available for modelling Ambulance or other transportation charges when invoicing and claiming.

As this is now integrated with invoices; we have moved the modelling of IHC Transportation charges to this area.

Admin > Users and Groups > Merge two users

Where two user accounts exist, it is possible to now merge the users.

Admin > Users and Groups > Merge two staff members

Where two staff member records accounts exist, it is possible to now merge the staff members.

Demote a Medical Provider / Provider

Where a staff member is accidentally promoted to a provider, it is now possible to reverse this in limited circumstances.

Admin > Users and Groups > Edit a User > Change associated staff member

Technical support staff can now re-map a user account to a specific staff member.

Providers > Edit a Provider > Change associated staff member

Technical support staff can now re-map a provider to a specific staff member.

Banking > Add Guarantor to Banking Screen

Main article: Banking

We have added the guarantor on the unbanked transactions interface, for easier identification of receipted funds.

Banking > Ability to mark transactions banked as at a historical date

When a user has the following permissions:

The system provides the ability to back-date banking.

Assessments > Appointment Picker > Better control of associated appointments displayed

Datasets > Adding primary key to datasets

CareRight's dataset builder now allows you to select the primary key. While typically CareRight does not expose internal identifiers; this is useful for external systems consuming datasets.

Admin > Calendar Sessions > Better Select All controls

Abilty to use the "Shift" key to multiple select in calendar sessions and many other lists.

Datasets > Line Allocation Logs > Change to base on SQL view

A number of columns were previously calculated server side, these are now pushed into the SQL view.

• adjustment_type
• amount
• payment
• la_adjust
• la_payment

Additionally, the SQL server view includes consolidated information from associated receipts or refunds (means, detail, note)

A new SQL view is available:

•  v_line_allocation_logs

Defects & minor enhancements

• Fix NoMethodError: undefined method `include?' for nil:NilClass in dataset builder
• Fix for_restrict_sensitive_patients efficiency issue
• Change the notes on created entitlement usage from appointment
• Handle build current assessment failing with NoMethodError: undefined method `trigger_context=' for nil:NilClass
• Permit disabling an enabled guarantor with incomplete theatre banding information
•  Information Classfication - Menu permissions
• Reporting > Enquiries > Fix SQL generation with location filter
• Fix create - error executing assessment - undefined method trigger_context=' for nil:NilClass`
• Add appointment set_location method for trigger scripts
• Add index on appointment ID for current assessments
• Calendar Session validation: Fix overlap logic when exempt
• Fix Psych::DisallowedClass: Tried to load unspecified class: Symbol
• Indexes for ICD Disease and ICD Procedure pickers
• SAML authentication to set Primary display name 
• Fix regression of count display
• Fix crash on upgrade of assessment templates
• Permission to view documents only needs to require view_own_providers, not view all.
• Professional contacts - Hide HI search button if HI Service is disabled
• Admin > Items > Import - Add setting GST true/false to bulk item creation
• Fix permission for cancel assessment for assessment runner
• Admin > Main > Add MHR Provider Setup validators
• Fix Metrics are not saved when submitted for approval
• Medicare ERA reports for high volume customers: Handle multi part responses
• Crash in Assessment Preview - Professional Contact Picker
• Multiple Procedure Rule - Sorting Behaviour - Add option for "order of entry"
• Handle invalid unicode chars in Medicare reports
• Fix crash on entitlement without total set being edited by ensuring total is required
• Appointments .> Associated Case > Ensure translated
• Case > New > Where a case category has an associated entitlement, start one
• Only allow duplication if not already on the first admission of the calendar year
• Update IHC Misc Codes to 3.6 (2024-06-07)
• Assessment Reports > Show associated case ID if applicable, patient id, location id
• Change metrics to only update on initial creation of assessment
• Admissions > SNAP > Primary Impairment  Type, default to no selection
• Audit logs: Sign in - Ensure SAML authentications are recorded
• SAML > Add specific Staff Member Type mapping for students
• Cancer Notifications > Regardless of validity allow deletion and undeletion
• Fix enquiry list timezone display
• Adjust criteria for IHI search initiation to document / correspondence creation date; not updated date and add SQL indexes
• Online Booking > Appointments > Change behaviour when existing patient functionality disabled
• Enquiry tab displaying wrong time when location not clear
• Fix issue with exporting lookup table where column names do not match

6.99.1 Release Notes

Datasets > Invoice Status Code

Add Invoice Status Code to display a human readable label for invoice statuses, such as X for Cancelled 

Appointments > Capture cancellation reason

CareRight now optionally prompts for a cancellation reason, and provides the ability to report on why patients cancel. CareRight is prepopulated with the Top 10 reasons patients cancel or no show.

This data is available in the Appointments report.

Defects & Minor enhancements

• Change clinical notes associated with an assessment to be marked approved when the assessment is approved; if the user has note_approver permissions
• Fix bug with metric elements in assessments, where the metric has multiple values and the patient has similar or identical previous measurements
• Medical objects sending - Make sure a MO routing ID can be used
• Fix regression with HC21 form outside of admission
• Add active/inactive split of service locations
• Minor fixes with printing current appointment
• Add invoice status code description (Ie: Billed) to reports, rather than simply invoice status code (B)
• Licencing metrics - count of telehealth appointments
• Add printable template for Current Appointments, for allied health customers
• Admin > Service Locations > Split between active and inactive
• Deployment - remove redundant migration of medical providers to staff members
• Assessments > Capture submitted for approval by