Release Notes RelayClinical Platform 13.5

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1 Release Notes RelayClinical Platform 13.5 Health Connections Brought to Life

2 Table of Contents About this Document... 3 Your Feedback Matters... 3 New and Enhanced Features... 4 RelayClinical Service Interop Portal... 4 RelayClinical Orders... 5 RelayClinical Results... 6 Service Performance Enhancements... 8 Resolve Home Page Timeouts... 8 Resolve Patient Record Manager Timeouts... 8 Service Corrections RelayHealth and its affiliates. All rights reserved. 2

3 About this Document This document highlights new and enhanced features included in the 13.5 release of the RelayClinical Platform service. These Release Notes provide users, staff, and partners with details you need to get up and running with the new features and changes to the existing service. What We Include in this Document For every major enhancement, this document provides: A brief description of the new feature, enhancement, or workflow Instructions to help you get started with setup and administration, if applicable Screenshots to highlight changes to the user interface. This document also describes minor enhancements and service corrections we made since our previous release. Interested in what we re working on now? Check the Development Update section for brief descriptions of some of our upcoming features and enhancements. Your Feedback Matters At RelayHealth, we place high value on our customer, partner, and staff member feedback. Please take a moment to let us know how we re doing and how we can help you to meet your RelayClinical Platform service goals. You can submit suggestions, corrections, or comments by any of the following methods: Use the Contact RelayHealth link at the bottom of your Home page to send a secure message directly to our Customer Support organization. You can also call our toll-free number and speak to one of our Customer Support representatives from 4:30 am to 5:00 pm Pacific Time. Call RELAY-ME ( ) and select option 1. Speak with your RelayHealth Territory Director or Deployment Specialist. These RelayHealth professionals welcome your suggestions and comments about the service, your experiences with system use, and any concerns you may have. 3

4 New and Enhanced Features RelayClinical Service Interop Portal With this release, we are pleased to introduce RelayHealth s fully redesigned Data Administration feature, the Interop Portal. This service area empowers our partners to assist in troubleshooting issues that may occur in data exchange with the RelayClinical service and provides an enhanced user experience for message search workflows and error identification. Providers and staff members who have Data Administrator privileges can use the Portal s Message Search feature to monitor the exchange of Add/Update Patient (ADT), Clinical Result, and Clinical Orders transactions. To use Interop Portal features, partners must have at least one user who has Data Administration privileges in the RelayClinical service. A designated Data Administrator may then search for and review messages for any practice in which he or she has Data Administration privileges. Message Search The Portal s Message Search feature provides multiple filter options. For example, users may filter by Message attribute (i.e., Control ID, Message State, and/or Message Type) or by Message Content (i.e., Patient Name, Provider Name, and/or Practice). When the Portal finds matching messages, it returns up to 250 messages in the search results and, if applicable, displays error messages in user-friendly language. Search Results also clearly indicate a message s state. For example, a message might indicate a status of Processed, Failed, or Resubmitted. 4

5 Important Navigation Notes With the introduction of the Interop Portal, we relocated access to the Data Administration feature. Previously, Data Administrators accessed the feature under the Settings & Administration area s Data Administration tab. Going forward, the service will display navigation links as follows: Users who have Data Administration privileges in the service will click a new Data Administration link displayed at the upper right of all pages in the service. Only users who have Data Administration privileges will view this link. Practice Administrators may adjust user privileges in the Settings area of the service and may assign Data Administrator privileges to themselves or to other practice users. We also re-labeled the Settings & Administration link. This link is now labeled Settings and displays for all users regardless of Data Administration privilege. RelayClinical Orders To support the provider signature requirements of laboratory and radiology systems that receive orders from the RelayClinical service, we introduce the option to embed a PDF-format print preview version of an order in the outbound HL7 ORM message to the receiving system. With this feature enabled, the RelayClinical service adds the PDF file containing the provider signature to the outbound ORM s OBX-5 field upon transmission by an Orders Registration Manager user. The embedded PDF print preview option is available to customers that have either queued or integrated RelayClinical Orders deployments. This enhanced functionality requires configuration by RelayHealth personnel. Please contact your Deployment Specialist or Territory Director to discuss enabling the embedded PDF option for your organization. 5

6 RelayClinical Results With release 13.5, we introduce the following new features and enhancements to RelayClinical Results: Invite Patient from Auto-Released Result To provide our customers with greater control over their patient engagement, with this release we introduce the option to configure sending an automatic invitation to an offline patient when the patient has a result released by an Auto-Release Rule and has an address included on his or her account. The auto-release invitation option allows for a single invitation per patient account; however, the invitation is included under Sent Invitations, and providers or staff members may resend the invitation manually if the patient does not respond. By default, the automatic invite option is inactive for existing rules. Providers or Practice Administrators may configure the auto-release invitation option by navigating to: Settings > Practices tab > Auto Release Settings. The auto-invitation option applies per rule. Select an existing rule to which you will add the auto release option, click the Auto-Invite Patient checkbox, and click Save. Changes to existing auto release rules do not affect results that are already in Results Manager. The autoinvitation option will affect results received after this configuration is in place. The following rules guide whether the service will send, or not send, a patient invitation to an offline patient who has an address associated with his or her account: If the patient receives an auto-invite from an ADT with the same provider/practice/ , the service will not send an invite via Auto-Release. If a patient receives an auto-invite from an ADT, but the provider/practice/ is different, the service will send an invite via Auto-Release. If a patient receives a manual invite via the application, and the patient has not expressly declined that invite, the service will send an invite via Auto-Release regardless of the provider/practice/ . If a patient receives an Auto-Release invite, the service will not send an Invite via ADT if the provider/practice/ is the same. If patient has no address associated with his or her account, and an address is added to the account after the Auto-Release Rule has been triggered, the service will not retroactively 6

7 send an invitation via Auto-Release. However, the service will send an invitation if an additional result is Auto-Released after the address has been added to the patient account. If a patient declines the invite, the service will track this outcome for the patient. If a practice or health system user attempts to re-send an invite to this patient in the future, the service will notify the user that the patient previously rejected the invitation. This is consistent with existing Patient Invite functionality. Patient Notification of Corrected Result To ensure that patients receive the appropriate level of communication regarding clinical results released to their health records, we added notification logic to the RelayClinical Results application to notify a patient automatically when the service releases an updated result to the patient s health record, provided the initial result was released previously to the patient s health record. Similar to the initial released results notification, the updated result notification message provides a link that a patient can use to navigate directly to the corrected result in his or her health record. Alternatively, a patient may review the updated results by navigating to the Health Record and selecting the result from the Results tab. Append Result Observation Data With this release, we introduce a new option for RelayClinical Results that allows the service to append, rather than overlay, new discrete observation data when the service receives updated results from sending systems. This optional configuration ensures that providers view complete information for a result with no missing segments. When the service receives an update to an existing result (e.g., the updated status is greater than that of the existing result), any additional observations received in the HL7 message will not overwrite the existing result data; instead, the service will append the additional data to the existing observation data. Updates to an existing observation will continue to overwrite the existing observation. This enhanced functionality requires configuration by RelayHealth personnel. Please contact your Deployment Specialist or Territory Director to discuss enabling the Append Result Observation Data option for your organization. 7

8 Service Performance Enhancements To address service efficiency and response time, we recently addressed performance optimization in the following areas: Resolve Home Page Timeouts With this release, we addressed reported issues regarding Home page timeout and/or unacceptable load time for users in large practices and affiliations. Many reported timeouts related to background processing, which was not visible to the end user but caused undue slowness for page load. We have optimized the appropriate background processes to use caching, which results in significantly improved page load time. Additionally, we adjusted the content in the Home page Patient Enrollment module, displayed at the upper left of the page. This content area previously included a rotating content set (i.e., refreshed for each Home page load) that incorporated several practice-specific statements for practices with online patients. For example, one of these messages noted the total number of patients enrolled at the practice and included a link to the practice Enrollment Report. To address timeout and slow page load times caused by practice-specific messages, we removed them from the rotating content set; however, providers and staff members may access Enrollment Reports and Sent Invitations statistics at any time from the left navigation panel under the Patients tab. Resolve Patient Record Manager Timeouts With this release, we greatly improved performance of the Patient Record Manager. Previously, the Patient Record Manager page could take a long time to load or timeout when loading for users in large practices or affiliations. We have enhanced performance so that the page no longer times out even if there are a large number of potential duplicates or merges to review. 8

9 Service Corrections In this release, we made service corrections listed below in response to customer- and staff-reported issues: M We corrected an issue that caused users to receive a Technical Difficulties message if they attempted to delete a draft message with a Patient Education topic attachment. With this correction, the message successfully deletes from the user s message draft folder without error. M We corrected a minor typo in the spell check feature in which the service previously stated: Checking InternalNote when checking the Internal Notes section of a message. We ve corrected the spell check pop-in to state: Checking Internal Notes. M We corrected an issue in the Compose Message workflow in which the service failed to adhere to configured timeout settings for providers and staff members. With this correction, the service displays a timeout warning pop-in noting that the user s session will time out in two minutes and giving the user the opportunity to extend his or her session. A second pop-in displays when the user s session has timed out, which informs the user that a message draft has been saved and giving the user the option to sign in to the service. M We corrected an issue with the Duplicates/Provisionals home page Reminder and Patient Record Manager that caused these two service areas to display different counts for duplicate/provisional records. With this correction, the Reminder and Patient Record Manager display matching counts for patient records that require resolution. M We corrected an issue that caused users to receive an intermittent error when they attempted to navigate to the second (or greater) page of a patient s medication list. With this correction, users now access all pages of the patient s medication list successfully. M We corrected an issue in which patient replies to staff or provider messages failed to adhere to established practice inbox routing settings. With this correction, patient reply messages route correctly with delivery to the expected inboxes. M We corrected an issue that caused ED Notification messages to have missing content when users selected the Print Copy for Chart option. With this correction, the notification messages print correctly and include all content of the message. M We corrected a cosmetic issue in which a comma displayed inappropriately before the Author Name field value in human-readable format CCD files. With this correction, the comma no longer displays before the field value. M We corrected an issue in which the patient name displayed in reverse (first name, last name) in the chart summary section of the message details page with the chart summary view expanded. With this correction, the patient name displays correctly (last name, first name) in both unexpanded and expanded views. M We corrected an issue that caused users to receive an error when attempting to accept patients into the online practice. With this correction, users successfully accept new patients into the practice. M We corrected an issue that caused the service not to display a date field or calendar icon in workflows that allow users to schedule follow-up messages to themselves or to colleagues. With this correction, the scheduled follow-up message displays the date field and calendar icon as expected, and users can schedule messages to themselves or colleagues successfully. 9