July 2018 - 2nd Release

Written By Felicia Conner ()

Updated at March 16th, 2020


New Forms
The following have been added to the system as core forms: ASAM, PHQ9.
User-added image Recurring Appointments
A new flag “RecurringApptIncludeCurrent” has been created that will allow the agency to determine if recurring appointments should have the first occurrence in the current month or not until the following month.
User-added image Documentation Specialist Report
A new “Documentation Specialist” report has been added to the Core Clinical Reports section that will display a list of Progress Notes with the option to filter by different fields.
User-added image Signature Pad Maintenance
A new maintenance window has been added to allow the agencies to configure the Signature Pad type and Port for the Signature Pads. This can be accessed via Maintenance > Utilities > Signature Pad Settings.
User-added image 2018 CQM Requirements
The system has been updated with the following 2018 CQM Reporting requirements: CMS 68v7 Current Medication, CMS 69v6 Adult BMI, CMS 147v7 Influenza Immunization, CMS 155v6 Weight Assessment and Consult, CMS 156v6 High-risk medication to elderly, CMS 161v6 Adult Major Depressive, CMS 165v6 Controlling HBP, CMS 169v6 Substance Appraisal for BD and MDD, CMS 177v6 Child Major Depressive
User-added image Combine Client
The Combine Client utility has been enhanced to ensure the process will complete when the agency is utilizing the SA DX Guard functionality.
User-added image PDF Viewer
The “PDFViewerDeleteEnabled” flag has been enhanced to ensure the button is not visible to the user when the flag is set to False.
User-added image Core Billing Statement
Updated the Core Billing Statement Report under the Core Clinical Reports menu to look at the “Send Statement” setting on the Client Master.


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