Release Notes Medtech Evolution

Transcription

1 Release Notes Medtech Evolution Version Build 5741 (May 2018) These release notes contain important information for Medtech 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 22

2 Contents Introduction... 3 Payment Module Enhancements... 4 Adding new Payment Method... 4 Preferred Payment Method Setup... 4 Location setup to enable Provider s option in New Payment screen... 6 Payment Methods in New Payment Screen... 7 EFTPOS Payment in Payment Screen... 7 Service Provider and Income Provider in New Payment Screen... 9 Invoices grid section in New Payment Screen Other Enhancements Referral Service Macro Setup Changes Staff Task Screen Changes for easier Re-Assigning of Tasks Printed Prescription Changes for Schedule 4 & 8 Drugs (NSW) Message Transfer Utility Changes for Queensland HL7 (Q) Format Auto Refreshment of Provider Dashboard & Appointment Pad Screens Auto Refreshment of Banking Screen System Time will be Entered in Attendance Screen fields Resolved Issues Accounting and Claiming Resolved Issues Clinical Resolved Issues Medication Resolved Issues Inbox Resolved Issues SMS Resolved Issues Appointment Resolved Issues Outbox Resolved Issues General Resolved Issues Copyright Medtech Limited Page 2 of 22

3 INTRODUCTION Please be aware that these release notes also include changes and issue resolutions that were made available in: Medtech Evolution Version Build Medtech Evolution Version Build 5741 is a Patch Release of Medtech Evolution. This document provides an overview of the resolved issues and Enhancements to the Medtech Evolution application. Please ensure that this document is read and circulated amongst the practice staff. NOTE: Please ONLY run the upgrade at a time when your site is not required to be up and running in a short amount of time. It is recommended that you run the upgrade after hours or on the weekend when you would have adequate time to complete the upgrade. The amount of time required to run the upgrade is dependent on the specification of your server and the size of ALL databases. WARNING: It is HIGHLY recommended to employ ONLY qualified system engineers when performing ANY installation and upgrade. The consequences of ruining a database during upgrade could possibly lead to data corruptions and, as a result, data loss and systems downtime. If in doubt, please consult with your qualified IT technician/service provider or contact one of the Medtech Channel Partners listed on our website: Copyright Medtech Limited Page 3 of 22

4 PAYMENT MODULE ENHANCEMENTS Following the Medtech Evolution v , release further changes to the Payment Module have been introduced in this release in an effort to alleviate concerns from a number of practices. Adding new Payment Method The ability to add a new Payment Method has now been re-introduced in this release. Users will now be able to add a new Payment Method from the Setup Accounting Methods screen. Preferred Payment Method Setup A new checkbox Preferred and a textbox Short Description have been introduced in Setup Accounting Methods New/View Methods screen. This will enable setting up of preferred payment methods buttons and to provide a name for the buttons in the New Payment screen. By default, Preferred checkbox will be unticked in the New/View Methods screen, except for the payment methods of Cash, EFT, EFTPOS and Cheque, for these 4 payment methods the Preferred checkbox will always be selected by default. If the Preferred checkbox is ticked for a payment method, then it will be displayed in the New Payment Screen. Copyright Medtech Limited Page 4 of 22

5 Users can set up to maximum of 5 preferred payment methods in New Payment screen. NOTE If any of the above payment methods are inactive in Payment Method setup, then inactivated payment method will not be displayed in the New Payment Screen. If the Preferred checkbox has been selected for more than five payment methods, then a warning message as shown below will be displayed. If the Preferred checkbox is ticked for a payment method, then it is mandatory to enter the Short Description for the payment method. Clicking OK without the Short description will display the warning message given below. Copyright Medtech Limited Page 5 of 22

6 Location setup to enable Provider s option in New Payment screen A new checkbox Display in Payment Screen is introduced in Setup Location Location Settings New/View Location Codes & Default tab to enable the Service Provider and Income Provider combo box in New Payment screen. Copyright Medtech Limited Page 6 of 22

7 Payment Methods in New Payment Screen The Payment Methods buttons displayed in the New Payment screen is based on the preferred payment method configuration in the Payment Methods Setup. The first 5 payment method buttons are displayed based on the preferred payment method configuration and the remaining payment methods available in the Payment Method setup will be displayed under Others button. Clicking the Others button will display the remaining payment methods. EFTPOS Payment in Payment Screen Medtech Evolution introduced the Easyclaim via TYRO payments in Version Build Because of this, the EFTPOS payment method button in the New Payment Screen was enabled only after enabling Easyclaim for the practice. Some of our Medtech Customers want the EFTPOS payment method button enabled in the New Payment screen without enabling the Easyclaim option in the Location settings. From Medtech Evolution version Build 5716, the EFTPOS payment method button will be always enabled in the New Payment Screen. If the Easyclaim option is enabled in the Location settings, then clicking the EFTPOS payment method button in the New Payment Screen will start integration with EFTPOS machine. Copyright Medtech Limited Page 7 of 22

8 If the Easyclaim option is not enabled in the Location settings, the clicking the EFTPOS payment method button in the New Payment Screen will add payment details to payment grid without starting the EFTPOS integration. Copyright Medtech Limited Page 8 of 22

9 Service Provider and Income Provider in New Payment Screen The Service Provider and Income Provider combo box in the New Payment screen will be displayed based on the Display in Payment Screen configuration in Location Settings screen. If there are no outstanding invoices available for a patient, then the patient s default provider will be displayed as the Service Provider and the Income Provider will be displayed based on the Service Provider selected. If patient has any outstanding invoices available, then the oldest invoice s Service Provider and Income Provider will be displayed in the Service Provider and Income Provider combo box in the New Payment screen. Copyright Medtech Limited Page 9 of 22

10 Copyright Medtech Limited Page 10 of 22

11 Invoices grid section in New Payment Screen The Allocation tab previously available in the New Payment screen has been removed and invoices grid within the Allocation tab is now available within the New Payment main screen. Copyright Medtech Limited Page 11 of 22

12 OTHER ENHANCEMENTS The following sections detail the other application enhancements that have been completed in this release: Referral Service Macro Setup Changes The Referral Macros are currently linked to an Outbox folder that is assigned the macros, due to this all providers who have access to Outbox documents can view and use the macros. A change has been implemented to enable linking of macros to specific Providers. A new multi selection Provider drop down has been included under the Setup Inbox/Outbox Referral Macros New/View Referral Service Macro screen. Selecting the Providers from the drop down and then clicking the main OK button in the screen will save the Macro for the Provider(s) selected. Once the macro has been assigned to an Outbox folder and provider(s), adding the referral macro from the Outbox document will display these macros to only those Providers for whom the macro has been assigned under the Setup for that specific folder. By default all referral macros will be configured for ALL providers to ensure continuity of use post upgrade. Copyright Medtech Limited Page 12 of 22

13 Staff Task Screen Changes for easier Re-Assigning of Tasks The Staff Task screen does not currently show the Staff Member who had sent the task, this leads to an increase in user actions to reply (re-assign) the task back to the person who had created and sent it. Changes have now been carried out to make it easier to re-assign the Staff Tasks. A new column titled From has been added to the Task list screen. This will display the staff from whom the Task was sent. A new Reply button has been introduced under the View Task screen, clicking this button will change the staff name from the logged in staff member to the staff member who had sent the task. NOTE The Reply button will be disabled if the Logged in user created the Staff Task for themselves, the Reply button will also be disabled in the New Task screen. Copyright Medtech Limited Page 13 of 22

14 Printed Prescription Changes for Schedule 4 & 8 Drugs (NSW) The Date of Birth of the patient will now be included in printed prescriptions in New South Wales for Restricted Substance Drugs (Schedule 4) & for Drugs of Addiction (Schedule 8). Message Transfer Utility Changes for Queensland HL7 (Q) Format Lab Results that come in with the same date and same subject of CTNGTV Master or General Swabs/Fluids (under Queensland HL7 (Q) Format) were being treated as duplicates and therefore only 1 result was visible under the Patient Inbox even though there were 2-3 other results with the same heading for the same date. This has been resolved by enhancing the Message Transfer Utility to check for the Heading of the CTNGTV Master or General Swabs/Fluids results and under the results with this heading, also check for a subheading for Throat Swab or Rectal Swab etc., this will uniquely identify these results and they will be displayed in the Patient Inbox as different Lab Test Results. NOTE This change has been carried out only for the Queensland HL7 (Q) Format and only for the Lab Results with a heading of CTNGTV Master or General Swabs/Fluids. Copyright Medtech Limited Page 14 of 22

15 Auto Refreshment of Provider Dashboard & Appointment Pad Screens The Provider Dashboard & Appointment Pad was not getting auto refreshed to display the latest status until the user manually refreshed the screen, changes have been carried out to refresh the display of these modules automatically. Auto Refreshment of Banking Screen The Banking Screen currently does not auto refresh, due to this the Closed Off banking transactions still gets displayed on the screen. The auto refresh functionality has now been introduced in the Banking screen. System Time will be Entered in Attendance Screen fields The Time entry fields for Consult Start, Consult Complete and Departure Times in the New/View Attendance screen currently must be manually entered, to enable these fields to pick the current system date and time a checkbox has been provided in front of each field. Selecting these checkboxes will pick the current system date and time and display it in these fields. Copyright Medtech Limited Page 15 of 22

16 Copyright Medtech Limited Page 16 of 22

17 RESOLVED ISSUES The following sections detail the application issues that have been resolved in this release: Accounting and Claiming Resolved Issues The following list details the accounting and claiming issues that have been resolved in this release: The Account Balance was not matching in the Deposit Supplement List report generated, this was due to an issue where some of the payment entries with different methods were not getting displayed in the Deposit Supplement List report. If a practice has more than 2 locations then the Invoice Record details of the remaining locations were not getting displayed under the Activity Report since the columns were getting off the page, this issue has now been resolved. When Include Transfer Details checkbox is selected to display the current day banking details, the Banking Deposit Supplement List was displaying details of past 90 days, this issue has now been fixed. When the Banking List Report was printed out some of the columns under the Payment Breakdown section were missing, since these were going off page, this issue has now been fixed. The Pay & Print buttons were placed next to each other in the Invoice screen and it was causing user errors when Invoicing, to avoid such issues, the Pay and Print buttons have now been re-aligned and separated from each other. "Disable Reprint on Modify" checkbox available under Setup Location Location Settings New/View Location Postal & Accounting Details tab is no longer used for "Normal Invoice" and "Group Invoice". It is currently used for "IMC Invoices" only. Hence, the checkbox has been renamed to "Disable Reprint on Modify IMC Invoice" and the tool-tip text has been modified to "Tick to disable reprinting of documents on modify of a IMC transaction". In the Invoice screen if the Payment level is Third Party Claim or Worker Comp, then the Next and Previous buttons were not available to add more than one service item. The Resubmit Item button was disabled in the View Batch screen, thus users were not able to resubmit claims in Batching. Similarly the Resubmit Item button was not working in the View Invoice screen as well. The Receipt printed out from the Patient Account screen was only printing out the first item when billing multiple items. This issue has now been resolved and all the items invoiced will be displayed in the Receipt printed out. The LMO fee amount was not coming up accurately for the selected service. Copyright Medtech Limited Page 17 of 22

18 If the Notes section under New/View Quick Bill screen contains text more than 44 characters in length, this text does not get displayed fully in the New Invoice screen and requires lot of scrolling to view the full text content. Similarly the View Quick Bill screen that is opened from the New Invoice screen displays the Note section in greyed out mode with scroll bars disabled as well, hence the full text cannot be read. When refunding a payment using the EFTPOS payment method an EResolve error message was displayed. This issue has been resolved. Users will now be allowed to refund a payment using the payment method EFTPOS. Clinical Resolved Issues The following list details the clinical issues that have been resolved in this release: For some of the Care Plans for example Diabetic Care Plan, the Recalls were not getting generated due the Generic Recall Type code coming up as Not in Use. The BMI Calculator was not accepting more than 3 characters in the Height and Weight entry text boxes, due to this, users were not able to add decimal values like 66.2 Kg etc. In the Care Plan Summary Report under the Goals of Patients & Carers section, same Provider s name was being displayed for all the tasks even though the tasks were distributed to different Providers. Sometimes the notes in the Daily Record screen were getting cutoff and the user was unable to read the full notes without expanding the window. After a Consultation is completed and the Consultation screen is closed, the Waiting Room Status Screen under Completed view is displaying the Consultation status symbol of Q instead of C, this has now been rectified. While typing in the Consultation Note, if the user tried to view another screen and then reverts back to typing in the Consultation Notes, in this scenario the cursor focus was shifting to the beginning of the notes, this has been rectified by remembering the previous cursor position so that the user can continue from the same place. Spell check in the Consultation screen was not displaying appropriate spelling suggestions for wrongly entered words. While recording a screening entry and providing the recall dates for the next screening, selecting the Save & Chart button in the New Screening Entry screen was not creating a recall for the screening. The Obstetrician field in the Add New Pregnancy screen was only accepting 4 characters but in the Address Book 8 characters are allowed for adding the staff. Due to this mismatch Pregnancy outcome was not being allowed to be saved. When printing Patient Information sheets from Module Clinical Patient Information Sheets, the Adobe Reader is opened and an error was getting displayed There was an error opening the document. This file cannot be found. This issue has now been resolved. Copyright Medtech Limited Page 18 of 22

19 While printing the Laboratory Order document from the New/View Consultation screen Print, the selected patient documents and medications option always printed in improper alignment in the predefined laboratory sheet. In earlier version of Medtech Evolution, the Recall In and Next Due in the View Recall screen is always displayed based on the Default Recall In value configured in the Generic Recall Type setup. If the Default Recall In for a generic recall type setup is configured as 2 Weeks then opening the View Recall screen of the same generic recall type from patient recalls will always display the Recall In value as 2 Weeks and calculates the Next Due based on the Default Recall In value. This issue has been resolved. Opening the View Recall screen for the Generic Recall Type will display the entered Recall In and Next Due values. Medication Resolved Issues The following list details the medication issues that have been resolved in this release: After prescribing an Authority drug, the drug name was not getting displayed under the Rx Approval Number Required screen that can be opened from the Actions menu of the Consultation screen. While prescribing a new drug, searching for a drug and right clicking the option of Display Equivalent Packs was displaying an Exception Information titled EDatabaseError. In the Medisecure Dr Shop screen, there were no buttons displayed to close the screen, this has now been fixed and two buttons will be available in the screen, Continue & Cancel Current Script, the Cancel Current Script button can be used to close the screen. The Prescriber Number in the printed Prescription was overlapping with the Providers Phone Number, this has now been rectified by formatting the header. Inbox Resolved Issues The following list details the Inbox issues that have been resolved in this release: The Discharge Summary document being received via the NETHA Server were not getting displayed in the Patient Inbox. The document was viewable on the Server but not on the workstations. The cause was due to the workstations not being able to access the folder path that stored the Discharge Summary document. This has now been resolved. Copyright Medtech Limited Page 19 of 22

20 SMS Resolved Issues The following list details the SMS issues that have been resolved in this release: The SMS Outbox Sent Messages screen was not refreshing properly and due to this, under certain circumstances, the patients SMS s were all getting displayed as blank in the screen. If a Provider works across multiple Locations and for one Location the SMS is enabled for the Provider and at another Location the SMS is not enabled, then in this scenario highlighting the Appointment Book slot (for a location where SMS is not enabled) was displaying the Module Send SMS option active and Patient Palette SMS was being initiated and sent. This has now been resolved such that the Patient Palette SMS can only be sent by Provider who has SMS enabled for that location. Appointment Resolved Issues The following list details the appointment issues that have been resolved in this release: If an Appointment slot was cancelled for a patient who had already received an SMS reminder for the appointment and this same slot was booked for another patient, in this scenario, the SMS status was not changing for the new appointment and it was displaying the previous appointment s SMS Status. When double booking an appointment slot, the latest booked appointment slot was displaying the Yellow colour but this was not occurring for the first appointment slot. This issue was occurring for specific time slots, for example the template was available for 15 minute slots, when an appointment is booked for say 10 am for 30 minutes duration and another appointment is then booked for am for 15 minutes duration, in this scenario the second slot was displaying the Yellow colour and not the first one at 10 am. Outbox Resolved Issues The following list details the outbox issues that have been resolved in this release: When the Merge Symbol screen under the Document Designer screen of the Outbox is closed using the active close icon an Exception Information was getting displayed titled 1001: Object reference error. After uploading of My Health Record the Status of the upload was displayed as Sent (S) in Patient Outbox, whereas in Provider Outbox this was being displayed as Completed (C), to ensure that both the screens display the same status, the Patient Outbox status has also been changed from Sent to Completed. If a Printer name with more than 33 characters has been configured, then the full printer name was not getting displayed in Printer drop down of the New/View Patient Document screen of the Outbox, this issue has now been fixed and the mouse hover will display the full name of the Printer even if it s more than 33 characters long. When the New Patient Document is opened from Outbox the Edit options of Copy, Cut, Paste gets displayed as Cut, Cut, Paste with Copy option displayed as Cut. This has now been rectified. Copyright Medtech Limited Page 20 of 22

21 Under Outbox documents, the Merge Field [FRN_MED_WARNINGS] was adding two additional spaces in front of the Date. If a Word document in the Patient Outbox was opened 24 hours after it was created this will open in Read only mode, in this scenario, if the View Patient Document screen was closed but the associated word document was still open and the user tries to create a new word document then an I/O error was coming up. This issue has now been resolved by automatically closing the Read only word document that was still open when a new word document is being created. When the user tries to launch a new document (e.g. Letter, Laboratory Order, etc.) from the Patient Outbox an error was getting displayed A Document is already being Edited. The error was caused due to a document that was previously opened not being freed by the system, this has now been resolved. General Resolved Issues The following list details the general application issues that have been resolved in this release: The short cut key for Action menu has been changed from A to Alt+A, this will enable users to easily search for items starting with A in a list screen. If a patient with a mobile number in the Patient Register was added as a New Contact for another patient, then the contacts mobile number was not getting pre-populated. In Message Transfer Utility, if the rejected file path was wrongly configured, then the rejected messages were getting deleted and not saved, this issue has now been fixed and the rejected messages will now be saved under a separate folder created under the File Receive path. When the Address Book screen is opened, the cursor focus was not on the Search field Textbox, the user had to click the Search field before entering the search parameters, this issue has now been fixed. If the patient has data that requires uploading to ADHA, but the practice doesn t have authority to upload the patients data, then in this scenario when the patient is changed by closing the active patient or searching for a new patient a Confirm prompt was coming up to create the Shared Health Summary or Event Summary data to upload to ADHA. This issue has now been fixed and this Confirm prompt will no longer come up. When the Chart View from the Query Builder was printed the print out was not displaying the Chart details. In the Staff Task & Patient Task screens the scroll bar available under the Task box had issues that did not allow the user to scroll down to the bottom of the Task box to view the full content. Copyright Medtech Limited Page 21 of 22

22 When using the Bulk Patient Join utility to Join multiple patients to a master patient, there were two issues that were occurring- The Search for Bulk Patients to join was not considering the patients Date of Birth There was no confirmation prompt coming up to assign one patient as Master patient to proceed with the join. If the logged in staff was not a provider, then they were not able to view the patients MHR Status label on the Patient Palette, this issue has now been fixed and display of MHR Status is no longer based on staff members provider status. While scanning a Double Sided Document, the 1 st Page was coming up last and the 2 nd page was coming up first. When completing a recurring Staff Task a Dynamic SQL error message was popping up. The Provider Logo available under the Staff Settings was getting ignored and the Location Settings Logo was getting the preference when printing Invoices. Some of the documents like the Laboratory Form (LAB1) were listed under the Document Designer but this was not coming up in the Printer Defaults screen to enable the setting up of printer for such documents. When searching for a Company from Search Patient/Company screen and then clicking the Add button opens up the Patient Register screen instead of the New Company screen. If a word with Ampersand & was added for a Logo under the Location Settings then a space was not coming up between the word and the Ampersand &. There were issues while printing scanned PDF documents from PC s working on Windows 10, the cause was detected to be due to the Adobe component. To rectify this issue specific PDF components have been introduced instead of Adobe components. The Appointment Book Reset functionality was not resetting the In Consultation status. Further information on these new features, or any other queries regarding the changes in this release, please contact Medtech Support via: Medtech Evolution application [Help Contact Support] to supportau@medtechglobal.com Fax to Attn: Medtech Support Phone on Copyright Medtech Limited Page 22 of 22