Release Notes. Medtech Evolution Allied Health. Version Build (June 2016)

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1 Release Notes Medtech Evolution Allied Health Version Build (June 2016) These release notes contain important information for Medtech Evolution users. Please ensure that they are circulated amongst all relevant staff. We suggest that they are filed safely for future reference. Copyright Medtech Limited Page 1 of 13

2 Table of Contents Installation Prerequisites Checklist... 3 Introduction... 4 Provider List in Alphabetical Order... 5 Ability to Print Front Page in A SOTAP Consultation Consent and Explanation... 6 Income Record Report Funder Description... 7 Filter Filed Records in Patient Inbox... 7 Location Filter in Consult Management... 8 Audit Preview Option in Statement Workflow... 8 Display Total Count of Patients... 9 Action Status in Patient Inbox and Provider Inbox... 9 Filter Today s Filed Results in Provider Inbox Announcement and Assistance Icon enhancement Appointment Book Follow Up Appointments Setup Ordering for Equipment Hire Medtech Contact Notification Centre Contact Support Copyright Medtech Limited Page 2 of 13

3 Installation Prerequisites Checklist 1. Check the current Medtech Evolution Allied Health installed version before attempting this upgrade. Check this via Help About Medtech Evolution. The practice must be on the following Medtech Evolution Allied Health version: Version or above. 2. Check the current version of Medtech Service installed before attempting this upgrade. Check this via Control Panel Programs Programs and Features Medtech Service. The practice must be on the following Medtech Service version: Version or above. 3. Ensure all users are logged out of Medtech Evolution Allied Health. 4. Ensure you are logged onto Windows with Full Administrative rights when performing ANY installation, update or maintenance. 5. Ensure you are logged onto the Medtech Evolution Database Server. 6. Ensure this document has been reviewed and understood. Copyright Medtech Limited Page 3 of 13

4 Introduction These Release Notes provide an overview of features and enhancements made within Medtech Evolution Allied Health Version (Build ). New Features and Enhancements Description of Change Category Impact The Patient Inbox now provides the ability to filter Filed records Clinical Moderate SOTAP Consultation now includes: Consent and Explanation details are now retrieved for Follow-up consultations Clinical Consult Management now provides the ability to filter records based on the Location Clinical Action Status has been introduced within the Patient Inbox and Provider Inbox Statement Workflow now includes: Audit Preview Display Total Count of Patients in Statement Details The Income Record Report Title is now displayed dynamically; i.e. it changes based on description configured within Setup Icons for Announcement and Assistance have been changed so they are more identifiable Staff Task, Patient Task & Recall Contact list The Provider drop down menu in these modules has been enhanced to display the list in alphabetical order Front Page has been enhanced to provide an option to print either in A4 or A5 format Clinical Financial Financial Admin Admin Admin Moderate Moderate Appointment Book Enhancements Follow-up Appointments Admin Moderate Setup Ordering for Equipment Hire Admin Medtech Contact now includes: Notification Centre provides a means for Medtech to communicate Contact Support an alternative means to contact Medtech Support Admin Copyright Medtech Limited Page 4 of 13

5 Home Staff Task Home Patient Task Home Recall Contact list Provider List in Alphabetical Order Within Patient Task, Staff Task and Recall Contact list filter, the Staff Member list order has been enhanced to display the list of Staff Members in alphabetical order. Patient Front Page Ability to Print Front Page in A4 The Front Page can now be printed in A4 or A5. Within the Front Page Print menu a new option Print options allows the selection of Paper Size and Orientation as shown below: The settings will be remembered and used on the next Front Page print. Copyright Medtech Limited Page 5 of 13

6 SOTAP Consultation Consent and Explanation Patient SOTAP SOTAP Consultation Within the SOTAP Consultation screen, when using the Retrieve feature during a Follow up Consult, the Consent and Explanation details are now retrieved from previous consultations along with the other details. Copyright Medtech Limited Page 6 of 13

7 Income Record Report Funder Description Report Accounting Analysis Income Record The Income Record Report header previously printed a fixed Funder description. This has now been enhanced to print the Funder Description as contained within the Funder Setup to allow modified descriptions to be printed. Patient Patient Inbox Filter Filed Records in Patient Inbox A new column Attention has been introduced within the Patient Inbox list to display the Attention To value. In addition the Patient Inbox Filter now allows the multiple selection of Attention to control the records which are displayed. To view Filed records only, the Attention filter should be set to blank. Copyright Medtech Limited Page 7 of 13

8 Location Filter in Consult Management Patient Consult Management A new multi-select drop down option Location has been included within the Filter for Consult Management. The list grid also includes a new column Location which will display the location where the patient visit occurred. This is obtained from the Appointment Book or Queue. Audit Preview Option in Statement Workflow Account Statement Workflow An Audit Preview icon has been introduced within the Statement Workflow ribbon. This will allow a preview of audit details of the statements configured for all schedules with a Completed status. Copyright Medtech Limited Page 8 of 13

9 Account Statement Workflow Display Total Count of Patients For Completed Statements, the Statement Details screen has been enhanced to display the Total Count of Patients in the ribbon menu as shown below: Action Status in Patient Inbox and Provider Inbox Patient Patient Inbox Home Provider Inbox An Action Status menu has been included within the Selection Ribbon and also available within the List grid via the right click menu. Enabling Action Status: Action Status can be enabled from File Options Location Clinical tab Enable Action Status Once the Enabling the Action Status checkbox has been ticked, the values will be listed in the Action Status. Action Status is used to indicate what action has been taken on a particular Inbox item where the default value is None and the other options for selection are: Abnormal follow-up and file Normal Set recall Recall and follow-up appointment This feature will appear only if it has been enabled within Location Settings. The Action Status can be set directly for an Inbox record via the right click menu and selecting the appropriate Action Status option as shown below: Copyright Medtech Limited Page 9 of 13

10 Filter Today s Filed Results in Provider Inbox A new option to filter the current day s filed results is introduced in the Provider Inbox ribbon. The option Todays Filed result Only will display the Inbox records received and filed by the user for the current day. Announcement and Assistance Icon enhancement Tools Messaging Announcement and Assistance icons have been enhanced within the Tools Ribbon as shown below: The new icons are be more vibrant and convey a greater sense of emergency. Copyright Medtech Limited Page 10 of 13

11 Appointment Book Follow Up Appointments Home Appointment Book There are now more options under the Follow Up Appointments drop down menu. Setup Ordering for Equipment Hire File Options Setup Equipment Product File Options Setup Equipment Equipment Type File Options Setup Equipment Equipment The order of options under Equipment Setup has been reordered to reflect the actual sequence of steps required to set up the equipment for hire. The order of options under Equipment Setup has been reordered to reflect the actual sequence of steps required to set up the equipment for hire. Copyright Medtech Limited Page 11 of 13

12 Notification Centre Medtech Contact Help Medtech Contact Notification Centre A new sub-menu Notification Centre has been added to the Help menu. This will allow the practice to receive Medtech notifications, small updates and SQLs in the future. The Available option will display any updates or notifications that have been sent from Medtech. The Applied option will display all the updates and SQLs that have been run on the database and the notifications that have been read. Copyright Medtech Limited Page 12 of 13

13 The Details section will display the description of the notification and will be updated with the staff name and the date and time (as shown above) once the notification has been read. This will also display the staff name and the date and time once the update has been applied. The Acknowledge button will be enabled when you receive a notification from Medtech that only needs to be read. The Update button will be enabled if an update or SQL is received from Medtech. The Check button will check for any new updates or notifications that are made available by Medtech. Also new updates/sqls or notifications will be automatically downloaded into the Medtech Evolution database when the Message Transfer Service runs via the Scheduler. The Notification Centre screen will be displayed automatically for staff with System Administrator rights as soon as they login to Medtech Evolution if there is a new update or notification from Medtech. The Support button will open the new Contact Support screen Notification Centre. Contact Support Help Medtech Contact Contact Support A new sub-menu Contact Support has been added to the Help menu. This will allow practices to send support queries or any other requests through to Medtech Support instead of using s or call support. The information shared via the Contact Support is encrypted to help ensure the information remains private between the Practice and Medtech. The bottom section of the screen displays the Practice details that will be sent through to Medtech Support along with the entered information. For further information on these new features, or any other queries regarding the changes in this release, please contact Medtech Support via one of the following options: Medtech Evolution application [Help Contact Support] Online Chat: support@medtechglobal.com Phone: MEDTECH ( ) Copyright Medtech Limited Page 13 of 13