Release Notes 3.2.4
Contents
1. Feature Forms Builder Improved versioning which is now automated with a publish function Feature Builder puy to set categories for forms for grouping Feature rem Builder forms integrity Bug Appointment Notes Strike function for appointments restricted to Progress notes for improved integrity Feature ears m message flag now a hyperlink Feature ug codes laa edit function now available Bug codes perai code ability fixed eo codes order function fixed ee freee codes New codes for Month and es Month for use in Forms New codes for to use in forms Release 3 2 2 Feature 20642 Log in screen el cursor to user id field Bug 20846 Location description length Ror message fixed aaa Feature 20757 Observations User interface further improved Added strike function for and removed ability to change recorded observations 20754 Details Patient name MRN CRN now displayed on Edit a dialogue box ma Printing of assessments New print button in Forms view mode displays form in PDF format for printing or email applies to all forms New feature 18840 Add assessment details into Assessment details can be configured to be added Page 7 CLINTCL SYSTEMS Healthsolve ter solutions for health Release 3 2 4 release notes ee Module alee Description toa a care plan element _ er of tabs ee opening of secondary tabs when completing assessments has been removed2. fields that have been set to import will be populated with data from the source assessment 3 Ifthe source assessment has Not been completed a The user will be allowed to continue but the fields will not be populated with data b Depending on set up the field will either be read only and therefore blank c OR will be blank but available for editing 4 Complete and Approve assessment as usual Test Linked Assessment no pre req Required fields marked with aan In this example the fields are Opiates read only amp therefore blank Drug Type History of substance use assess_for_comm_ostp O No Last Consumed alcohol Past medical history Page 11 Release Notes 3 2 4 2011 APPENDIX 2 Merge Patient Records The system can merge electronic health records To merge one patient record with another go to Patient record gt Summary Tab of the MASTER record 1 Onthe Summary tab click Merged Records link 2 On the Merged Records grid click Merge a patient 3 Select the patient name to merge from once patient selected MNI and CRN displays user is able to change selection if required Merge a Patient Warning THIS ACTION CANNOT BE UNDONE Select a record to merge into a master record Master patient record ANTHONY Mark John Edmund AUGUSTUS Caeser Patient AUGUSTUS Caeser MNI JAID 9514675362 CRN 555666222 Copy from merged record C Allergies C Alerts C Immunisations Medicatio
3. of the Source field and the Destination field NB They can have the same name o The destination field should be the same element type as the source field e g if source is yes no the destination should be Yes No e The following elements now have a flag to set as Read Only o Text field Text area Yes No Date picker Generic code Radio group Select list Check box O O O O O O Page 9 Release Notes 3 2 4 2011 o Patient picker o Location picker o Staff picker Performing an Assessment that has a Pre Requisite Assessment 1 Ensure the pre requisite assessment has been completed 2 Create the target assessment as normal 3 Data from the Pre requisite assessment will be imported 4 Approve as normal NB Where a pre requisite assessment has not been performed the user will be prompted and cannot proceed Current Assessments User receives a warning about the pre requisite assessment Create Current Assessment This assessment requires the 00003 PCR_5 assessment version 2 or greater to already have been performed Assessment Test Linked Assessment 2 Create Current Assessment Cancel If a pre requisite is not set the user will not receive a message but the target fields will be blank Page 10 Release Notes 3 2 4 2011 Performing an Assessment where a pre requisite has not been defined 1 Create new assessment as normal 2 Ifthe source assessment has been completed a The
4. Release notes Healthsolve Release Notes 3 2 4 CLINTCL SYSTEMS HealthSolve better solutions for health Release 3 2 4 release notes Table of Contents ON CLV CW E A T E TAE E A EE E NE E E E S 3 PREIS AS eo M E s A EE E E E E 4 eee EE a E E te EE E E E E E E E E E E A 6 Release 3 2 2 asrissseseriseninerasanenurasanokena danakdan anakana aiana stoeemeua modieesdetee ene seeawendmeeeiocnesadier 7 FRC O I ea EER E E Ea 8 APPENDIX 1 Import Data between Assessment fOrMS ccccceeeceeeeceeeeeeeeeeeeeseeesaueesaees 9 SCT UD IN FORMS BUGET asrpe aTe EEEE EEO 9 Performing an Assessment that has a Pre Requisite ASSESSMEeMN1 ccceeceeeeeeeeeeees 10 Performing an Assessment where a pre requisite has not been defined c00ceeee 11 APPENDIX 2 Merge Patient RECOIdS cccccsecccseecceeeceeeeceeeceeeeseueeseeeseusessueeaeeessaeess 12 APPENDIX 3 Waiting LiStS cccccceececeseeeeeeeceseeteneceseeetsneeeseeeetsueetaneeeseueetsneeeseeeensness 14 Page 2 CLINTCL SYSTEMS HealthSolve better solutions for health Release 3 2 4 release notes Overview These release combine release notes for several releases from 3 1 8 up to the current release 3 2 4 A number of new features and improvements have been included in each of the releases as well as bug fixes The application is now compatible with Internet Explorer IE 7 0 or greater A significant amount of work ha
5. g List appointments can be updated to Booked Cancelled as required 11 00 Booked BBY for ANTHONY Mark John Edmund 12 00 Cancelled DiabEd for ANTHONY Mark John Edmund Waiting List appointments cannot be deleted Only a user with patient editing right can create edit appointments nr Release Notes 3 2 4 2011 Location View All appointments including Waiting are displayed on the location view Waiting List View To retrieve specific Waiting Lists use reports and filter by status Depending on fields and filters Waiting List reports can show information based on o Patient o Appointment type or clinic o Dates Appointment Type BBY 2 08 10 7 30 AM 30 coro Ff Waiting 2Ff08 10 7 30 AM 20 asdfghjklz Waiting 2F08 10 F 30 AM abcos 7456 Sherlock Waiting 27 08 10 7 30 AM 20 McP atient Patient Waiting erioa 1 52 PM 30 SSSesssaoo Anthony Waiting 2F0810 1 52 PM 2222282299 Anthony Wlar Waiting
6. l Date time user Bug 2568 Security Users Issue An issue with security roles has been corrected editing users that was causing multiple log in boxes to appear Feature Reports Assessment Additional level of configuration has been added to Report the Assessment Reports Fields in the assessment can be filtered Inthe filter list there is an option assessment expression add this filter and you will have similar options condition builder in Forms builder to further define your report Features Reports Audit Trail A new report has been added to provide an Audit Trail on user activity Features Forms Builder The forms builder includes an archive option to remove superseded forms form the main view Archived forms can be restored if required A filter has been added to make searching for forms easier Feature Rosters Leave Planner The Leave Planner enables you to book staff leave into the future leave imports when you create a new roster Leave overrides staff templates Booked leave stays with the staff member if they relocate to another Location You can set demands for the Leave Planner to monitor bookings Feature Rosters Define Master You can now select different shift types for each Rosters master roster for counting demands Feature Rosters Define Master By default no two shifts may overlap at all even by Shifts Shift Overlaps one minute However shifts that represent Annual Leave or da
7. nomalies An anomaly showing the discharge or transfer link when a client is on leave has been corrected You must complete or cancel an episode of leave before you transfer or discharge them Feature Field Customisations Admin System Options An additional level of field tab configuration has been added which will allow you to rename some tabs hide some grids turn off the time field for DOB Check the help link on that page for more details there are currently about 17 items that can be customized NB We will adding to this area over the coming releases Feature 3012 Care Plan Printing The format for printing care plans has been changed to improve paper use and page breaks Care plans export to PDF Page 4 CLINTCL SYSTEMS HealthSolve better solutions for health Release 3 2 4 release notes Log Module Page m You can select from Portrait or Landscape In standards you can set page break overrides either page break before or after the Activity or Activity Set Feature Clinical Notes Approval An additional level of security has been added to Clinical Notes for Clinical Note approval Users with Approval will see an Approval link against other users entries who do not have approval Unapproved notes are the usual blue colours Approved notes are GREEN When a user with approval rights saves a note the note is automatically approved Notes page shows Date Time amp User Written by and Approva
8. ns 4 Note the warning Warning THIS ACTION CANNOT BE UNDONE 5 Select items to merge from Alerts Allergies Immunisations and Medications 6 Click Merge button 7 Amessage in application banner records successfully merged 8 On master record new alias entry for merged record with name as clickable link Merged Records Merge a Patient AUGUSTUS Caeser ANTONY Marcus EDMUND Mark Anthony Page 12 Release Notes 3 2 4 2011 9 On merged record new box indicating merged record s with MASTER record name as clickable link This record has been merged with ANTHONY Mark John Edmund It can no longer be edited 10 All sections of the merged record are set to read only 11 Any Alerts Allergies and Immunisations or Medications selected have been added to the MASTER record if they were not already present Page 13 Release Notes 3 2 4 2011 APPENDIX 3 Waiting Lists Waiting list can be managed using the appointments functionality with or without an associated form To create Waiting List appointments go to Patient Record gt Appointments gt Add new Complete the required fields to denote what the patient is within for ensuring that the appointment status is set to Waiting Waiting List appointments are coloured orange to clearly separate them from other appointment statuses 11 00 Waiting BBY for ANTHONY Mark John Edmund 12 00 Waiting DiabEd for ANTHONY Mark John Edmund Waitin
9. reation of an assessment instance to be dependant on another assessment being performed The user cannot proceed with the assessment if the pre requisite assessment is not complete o The Assessment code field contains the assessment name required and optionally the Assessment version field contains the minimum assessment version o If the Assessment version field is not specified then any approved assessment will be used o The Message field contains an optional message to be displayed if the required assessment Is not found o NB if no custom message is entered a default message is entered telling the user of the FIRST pre requisite assessment TIP if more than one pre requisite enter a custom message on the FIRST one to inform the user of all pre requisite assessments that require completion e Import data element o This element allows data entered on previous assessments to be copied into the current assessment o This element can be sued without the pre requisite element if it is not required to enforce the order of assessments o The values will be copied from the most recently performed instance of the chosen assessment o The Assessment code field contains the assessment name to copy values from and optionally the Assessment version field contains the minimum assessment version o If the Assessment version field is not specified then any approved assessment will be used o Each field to be imported must be defined here with the name
10. s been done under the hood to upgrade underlying platforms Help files have been updated and a new user manual has been uploaded to the Knowledge Base Page 3 CLINTCL SYSTEMS HealthSolve better solutions for health Release 3 2 4 release notes oe Module a Description l Relese318 3 1 8 Feature Medicare On Line Aged ___ HealthSolve has received a formal Notice of On Line Claiming Integration from Medicare Australia NEW MODULE We are now able to offer full B2B claiming direct from the HealthSolve Application If you would like to save time and receive your funding faster please contact us for a quote to add this important module to your application Feature 2239 Observations amp The Observation amp Measurements function has Measurements been completely overhauled As part of the upgrade process we will combine your Blood Pressure readings into one graph You can now do the following Set global normal ranges Set individual client overrides for normal ranges Choose preferred colours for graphs See exact readings when you mouse over the graph Set up measurements with up to 4 values per measurement View by 24 hrs 7 days 28 days or ALL Appointment Length An issue setting appointment lengths has been resolved 1560 jeCare References HealthSolve has renamed the Care Management system CareRight references to eCare have been removed Bug 1706 Discharge a
11. sing mouse to scroll causes a problem now corrected Lists up to 45 characters now have standard arrow list Lists greater than 45 have the search filter element if no filter options this list will display the first 100 items and inform the user of total number available 17226 Appointments Incorrect appointment end time in location view corrected ee oy ae ee a a eA to filter by Appointment Type in the Location a Ree ay ee ene eA E Patient tab Error in simple search on MRN and new second identifier field corrected Bug 18399 Referrals Issue with Acknowledge by Date f referral created in one step the Acknowledge by date defaults to NOW plus 24hours Page 6 CLINTCL SYSTEMS HealthSolve better solutions for health Release 3 2 4 release notes Log Module Page m If referral is created in two steps user has the opportunity to nominate specific date and time Correct date displays in referral message Feature Patient record Ability to activate a second identifier field which you might use for their RAC number for example Feature 15613 Patient record Ability to print a resident record or parts of record to PDF or hard copy with cover page and index men Baa O Forms Ability to set parameters to import data between forms Appendix 1 _ Patient record Ability to merge patient records Appendix 2 e Appointments Ability to set appointments as Waiting Lists Appendix 3
12. to prevent timeout issues occurring Leaving unsaved work Additional prompts have been added to remind users if they have not saved work on a page Appointment notes strike The appointment note strike function has been function limited to the clinical notes due to a bug Feature Templates Additional items from the patient record are now available for adding to document templates Release 3 2 4 Feature 20252 Patient record A new key word search for the within the client record has been added to the Summary page General Screens A number of inconsistencies in screen layout have been corrected Feature Reports New filter on assessment reports to enable user to find assessments that require approval Feature 24526 Reports New filter on Care Plan report to allow user to report on Confirmed and Unconfirmed care elements KNOWN ISSUES or not fixed Care Plan 24794 G plan notes Strike function in the care element details box not working strike function correctly note can be struck via Progress notes Print files 24125 IL Letters IL Letters not being filtered out if printing by date range Provider 24432 Add new provider Date validation needs tightening up ee ee o Page 8 Release Notes 3 2 4 2011 APPENDIX 1 Import Data between Assessment forms Set up in Forms Builder Two new element types have been created e Prerequisite element o This element allows the c
13. ys off may need to allow other shifts to Page 5 CLINTCL SYSTEMS HealthSolve better solutions for health Release 3 2 4 release notes ae Module Ee them sometimes By specifying that Overlaps are allowed as per Annual Leave for any given shift it means that any prior shift can overlap over the start of this shift so long as it is by no more than half of either shift This allows for Leave shifts that can loosely blank out a whole day i e a whole midnight to midnight 24 hour period without strictly blocking shifts that run in from the previous day i e night shifts Feature Rosters Leave Planner You can choose which leave shift types can be Shift Types used on the Leave Planner Feature Rosters Roster Creation When loading a new roster period you are now presented with some choices about creating the worksheet You can choose to create the worksheet or not NB Once the roster worksheet has been created the Leave Planner becomes read only and any further leave booked for that roster period should entered directly into the worksheet Bug General System Set Up We will be making some changes in the system set up that will reduce the incidence of the system being unavailable after power cuts Release 3 2 1 Bug 14180 Progress notes Problem with strike through corrected Se 14247 7 S Security Issue with Locations set up corrected 17018 Scrolling Issue in IE where u
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