Release Notes - 8.8.4

march 1, 2023 enhancements appointments ability to hide providers in appointments view (tickets 100721, 2652) in the appointments filters window, we have added an ‘omits providers with whole day block out rule' checkbox if it’s checked, and if the filter displays multiple providers, then any provider with a block out rule that covers the whole day will be omitted from the view ‘whole day’ is defined as the period set in the ‘work time from’ and ‘to’ fields of the visual tab of appointment preferences this provides a clearer view of appointments in clinics with a large number of providers care plans show outcome description option added to care plan filter (ticket 87639) in the care plan filters window, a ‘show outcome description’ checkbox has been added (unchecked by default after upgrade) to the lower area if it’s checked, the outcome columns in the care plans view (classic view) will display the outcome description instead of its code in addition, we have renamed the 'show codes' checkbox 'show care plan codes', to clarify its function cases columns added to case window (ticket 91490) in the cases window, we have added a 'choose columns' option in the right click menu which allows the display of responsible clinician and case manager as columns graphical user interface, application, word description automatically generated financial service code length increased service codes had a length limit of 12 digits this has been increased to 15 digits for ean 13 barcode use find objects search functionality added in stored queries (ticket 96179) the find toolbar icon which opens the search panel has been added to the stored queries window (report/stored queries)to allow users to search for queries by name or description letter status added in find objects (ticket 93876) a status property has been added in find objects under the letters object in order to facilitate analysis of letters without final status, etc macros com access to services updated com was updated to support access to service headers and child services changes to macro properties window an apply button has been added so that changes can be saved when editing a macro without closing the editor window the window has also been renamed from "macro properties" to "macro \[macrocode]" to make it easier to manage multiple editor windows search functionality added to macros list (ticket 86792) the find toolbar icon which opens the search panel has been added to the macro list (maintain/templates/macros) to allow users to search in code and description or body of macros in this window possibility to change subject of a transaction added the read write subject property has been added to iscdotransaction com object australia com modified to add ability to parse invoice lines a new method has been added to com to add payments to invoice lines the makepayments lineids method now allows you to pay individual invoices maintain search functionality added for form templates in maintain menu and renamed search functionality for form templates has been added in maintain/templates/health record collection templates this window has also been renamed from ‘cdo explorer’ to ‘form templates’ and the menu option ’health record collection templates’ in maintain/templates has been renamed to ‘forms’ for clarity sys admin role allowed to change all typing templates a new role action ‘maintain\templates\typing\edit all’ allows users to modify or delete all typing templates in the typing template list window (maintain/template/typing) regardless of the owner and the users or roles to whom the template is available this role action is automatically enabled for any user or role which currently has ‘maintain\templates\typing’ role action enabled and has the sys admin role or a subrole of sys admin misc handling server and database version incompatibilities added an additional check has been added to prevent the ihserver from upgrading a database with unsupported versions keyboard shortcuts updated for rich text formatting (ticket 96915) when editing rich text in letters, emails and templates, the alt key is no longer required with keyboard shortcuts to apply bold (\[ctrl] + b) , italicize (\[ctrl] + i), underline (\[ctrl] + u) and select all (\[ctrl] + a) this also applies in encounters with the exception of the text formatting options which aren't supported canada new brunswick french translations added general french translations have been done for new items patient new display patient alert event (ticket 92569) a new alert event ‘display patient’ has been added, which can be selected in the events panel in the alerts tab of patient preferences when setting patient alerts when opening display patient through the patient menu, or the find patient window, a pre configured patient alert will display mobile phone enhancements in additional addresses panel (ticket 90747) we have added a 'mobile phone' number column in the additional addresses panel of the alter patient/personal view, as it's the primary contact number for many people in the additional addresses window, we have also renamed the field caption 'mobile phone' (previously cell phone), and have added a print variable for it portals \[profile patient portal] pharmacy selection during prescription refill added (ticket 98370) pharmacy selection has been added when the patient is requesting a prescription refill to specify the pharmacy where they would like to pick the prescription up, as has been possible in accession patient this will default with their preferred pharmacy, if one is defined in their care team, or allow them to search prescriptions manual conversion of scripts improvement when clinicians are doing a manual conversion from one formulary to another, the ability has been added to select a replacement medication, so that the conversion is easier and they don't need to re enter instructions for prescriptions that have same strength or form print icon added to usual scripts tab in prescriptions view (ticket 2618) a print icon has been added in the usual scripts tab of the prescriptions view, to give users the ability to easily print the list of a patient’s usual medications canada first databank to vigilance santé conversion separated by object previously, there was a single item in the bulk updating view of the control centre named 'usual medications, prescriptions, instruction templates, adverse reactions (first database to vigilance santé)' and this would convert all of these categories of objects at once this view has been enhanced to allow converting these categories of objects separately canada ontario changes to lab on default printed output s the collected date and time display as format yyyymmddhh\ mm when the time is received, and the overall report status now displays partial and corrected status to reflect test results received changes appointments notification change with telemedicine appointments (ticket 101273) when a change is made to a telemedicine appointment, the telemedicine service automatically sends a notification to the patient (by sms and/or email, as appropriate) but a notification could also be sent at the user interface (ui) level (through profile) as, or right after, the user made the change, resulting in the patient possibly receiving 2 notifications about the same appointment change this second notification mechanism has been removed while a user can always manually send a notification, if necessary, the automatic telemedicine service notification is the only one that will go out to patients with telemedicine appointment changes appointment advice printouts location change (ticket 97408) when the appointment mode was set to phone, the appointment advice printouts would state the location as the clinic, so patients would physically arrive when providers and staff were working from home this has been changed to state the appointment is by phone canada british columbia appointment linking preference modified in the encounters tab of clinical preferences, the appointment linking preferences have been moved into their own section and renamed to increase visibility and clarity linked appointment change with end of encounter process preference logic the new appointment linking preference was affecting the ‘end of encounter process' configuration currently, the ‘end of encounter process' preference is used with the ‘close attendance’ feature enabled to automatically close encounters after the provider has seen the patient and it is common for providers to do a ‘pre chart’, where they create a new encounter to include any necessary appointment details before the patient arrives for their appointment so, when a linked appointment’s encounter was created and saved before the patient had been seen (i e , the patient has not been marked as ‘arrived’, or ‘seen’), it was incorrectly closing the appointment this has been changed and the “close attendance” text has been changed to “close linked arrived or seen appointment” documents change to 'send letter electronically on save' preference the ‘send letter electronically on save’ preference in preferences/general/letter tab, if enabled, would cause a dialog box with the text “some or all of these recipients can receive letters electronically, do you want to send it now?” to be displayed when letters are saved this behaviour has been changed to skip this dialog if there is no relevant emessage service configured which supports this functionality encounters age exception to bmi added (ticket 101998) a new preference “except for children under years old” has been added below the existing “add bmi observation in encounters on changing” in the edit encounter tab of clinical preferences with a default value of 2 years old financial canada quick bill default provider change in profile 8 5, there was an change which unintentionally caused non providers to be defaulted in the provider field in the quick bill window when they created an encounter, even if a provider opened the encounter afterwards and performed the quick bill this has been changed so that the logged in user will be defaulted as the quick bill provider if they have the “is financial” checkbox checked in their profile; otherwise, the encounter provider will be the default quick bill provider if they have the “is financial” checkbox checked in their profile if neither have the “is financial” checkbox checked, the quick bill provider field will remain empty find objects simple mode removed from find objects there was a full mode/simple mode toolbar icon, in the find objects window this didn't have any useful purpose and confused users when they didn't realize they were in simple mode this icon has been removed and full mode has become the default behaviour misc new task icon and task list icons (ticket 95888) we have replaced the new task and task list icons with more intuitive ones changed to \[licensed modules] hide number when not relevant to module to improve clarity, the number value is now hidden in the licensed modules view of the preferences window for modules where the number isn't relevant portals \[profile patient portal] “go to the app store” link updated if customers have the profile patient portal 1 app and have local accession enabled for patients, the “go to the app store” link has been updated to link to the profile patient portal 3 app additional authorization security feature added after 5 failed attempts on pin, the current pin is locked for 10 min a subsequent failed attempt locks the pin again for 10 min increased scanning security of uploaded files we have increased the scanning security of uploaded files in the ‘ask a question’ functionality in accession printing header in result printouts missing provider information (ticket 83905) the header in result printouts stopped displaying the ordered by provider and the copied providers this has been changed back defect fixes appointments cancelled linked appointment issue with close attendance flag preference creating a new encounter for a cancelled appointment incorrectly changed the appointment icon from ‘cancelled' to ‘completed’ when the end encounter process preference 'close attendance’ was checked this has been fixed canada new brunswick english text in appointment advice dialog box in french database (ticket 100960) in the edit appointment window, when the send advice checkbox is checked, the text in the dialog box asking if it was to be printed locally was in english in the french database this has been fixed documents exception error with pdf link in fax jobs view an exception error occurred after clicking the pdf link in the fax jobs view to open the document preview this has been fixed embedded ms word issue after ms office upgrade embedded mode for msword for editing letters wasn’t working this has been fixed we have re enabled ms word integration for the latest ms word version transaction deletion issue in documents view (ticket 102374) after revoking the clinical transaction delete role action, users were still able to delete clinical transactions in the documents view of the medical record this has been fixed canada new brunswick error with 'more info' tab in scan processor (ticket 104239) after selecting the ‘more info’ tab in the scan processor and then applying the changes to the properties or importing the document, an error would occur this has been fixed email 'send by email' icon issues in work centre views in various views in the work centre, the 'send by email' icon wasn't working properly or a dialog box was displayed stating the patient hasn't been asked for consent when the patient’s medical email consent field was set to consented this has been fixed encounters anonymization removes reference series (ticket 104605) after the anonymization process was completed and the anonymized database was opened, the reference series view in a new encounter didn’t contain any reference series in the most used normal series panel this has been fixed scanned document not visible in encounters view (ticket 78058) in the scan processor, a document can be imported with file location set to encounters, but this wasn’t appearing in the encounters view this has been fixed canada british columbia error when opening a new letter from an encounter linked in a task (ticket 104595) when an encounter was opened from a link in a task and the new letter main toolbar button was used to create a letter, an error occurred this has been fixed exception error when quick billing from an encounter linked in a task (ticket 97318) when an encounter was opened from a link in a task and the quick bill main toolbar button was clicked, an access violation exception error occurred this has been fixed financial payer defaults to 'guarantor' instead of 'patient' (ticket 108574) when creating an invoice, the payer defaulted to the ‘guarantor’ even if the ‘patient’ was selected as the default payer this has been fixed canada british columbia override issue with registration/deregistration date the date of the registration override message was considered as the registration date when the override was rejected this has been fixed registration status issue with deregistration override message when a registered patient received a c12 for deregistration override, the registration status didn’t change to deregistered this has been fixed msva export issue with practitioner and payee numbers the msva export used payee and practitioner numbers from the msp alias in the reference view of the provider’s profile rather than from the member of view this has been fixed no status change with override registration or deregistration when a user responded with override to the registration message, the registration status for the patient didn’t change this has been fixed using a minus sign within deposits amounts issue (ticket 103725) after a value was entered into the actual cash field of the new deposit window and deleted or backspaced out, entering a minus sign added the last value entered or the first digit of the last value entered, respectively this has been fixed australia 'get batch responses' system task issue (tickets 105762, 105760) the system task for ‘get batch responses' set up in the provider digital access emessages properties to import eob responses wasn’t working this has been fixed process response reports performance issue after proda upgrade (tickets 103147, 98546, 98460) when the ‘process response report’ icon was clicked and the ‘all’ button was pressed in the dialog box, getting the eob for claims took a long time to process this has been fixed forms esignature truncated when viewed on a laptop when a form included an esignature field, the signature would not display in full when viewed on a laptop this has been fixed canada new brunswick efaxing display issue with forms (tickets 105369, 104054) when efaxing a form, the checkboxes and some fields were shifted down and therefore misaligned this has been fixed inventory batch number issue when creating a new stock delivery (ticket 99705) when a new stock delivery for a batch was created, it updated a different batch number instead this has been fixed macros edit defaults "onopenview" function issue (ticket 103203) in the alter patient and alter case windows, the onopenview macro was not being executed for every view, as is the default behaviour this has been fixed maintain patient info panel display issue with windows 11 (ticket 99027) the patient info panel (pip) was not displaying all of the linked variables when profile was running on windows 11 this has been fixed exception error when auto importing role based jaffa files when auto importing jaffa files created using the organisation roles export jaffa, an exception error occurred stating ‘cannot parse revoked actions’ this has been fixed canada british columbia exception error when creating new service codes an access violation exception error occurred when creating new service codes this has been fixed measures adding measures issue in clinical details when base parameters set (ticket 9856) after setting base parameters for the measures tab in clinical details (through edit/defaults), new lines were no longer created when adding measures this has been fixed misc display utc time issue when switching between pos (ticket 97460) profile allows pos to be set to different time zones when users switched to a pos with a different time zone, the utc displayed time in the status bar would not change until users logged out and then logged in this has been fixed pos select dialog issue with inactive pos (ticket 10046) the pos select dialog was not displaying inactive pos when the option to ‘show active only’ was unchecked this has been fixed multiple monitors with different scaling issue with multiple monitors including a 4k monitor, when switching between tabs in profile, the active tab would go black the rendering of the screen on a 4k monitor (for workplaces equipped with two monitors "4k 200% slave monitor" + "full hd 100% main monitor" with monitors aligned to the bottom edge) has been fixed canada srfax emessage and pos issue internet faxing would fail when the srfax emessage did not have a pos selected this has been fixed canada british columbia hdc integration fix the data included into the hdc incremental export was incomplete this has been fixed canada new brunswick headline icon in english in french database the stop icon accessed in the third headline field in the headline window had the english word stop in the french database this has been fixed, and the stop icon shows a symbol instead typing templates backslash delimiter issue with french keyboard (ticket 102756) when the preference was enabled to ‘only use ‘\\' as delimiter for typing templates’, the backslash didn’t trigger the typing template to display when using a french keyboard this has been fixed patient alter patient sex field issue (ticket 105342) when using custom sex short codes and organisational filtering, editing and then reopening the alter patient window caused the sex field value to default to null this has been fixed find patient by mobile phone number issue (ticket 86076) there was a problem where using find patients to search for patients by their cell phone numbers was including patients who didn’t have that cell phone number this has been fixed alter patient mandatory field issue (ticket 103123) when a field in alter patient was set as mandatory and a referral was created within alter patient, upon pressing apply, it wasn’t navigating to the field requiring information and displaying alternative text stating ‘this field is mandatory' instead a dialog box stating ‘this field is mandatory’ displayed in the referrals view of the alter patient window with no information on which field was missing information this has been fixed portals \[accession patient] homepage error with headline edit (ticket 103932) the accession patient homepage would frequently present an error when a headline's edit detail information is filled out this has been fixed \[hcare] form saving issue with formaccessionaftersave macro if the formaccessionaftersave macro exists in the form, edits to the form were not being saved this has been fixed \[hcare] issue with opening form with an esignature field when a form included an esignature field, an error would occur when trying to view it in hcare after saving this has been fixed \[hcare] only the last 20 incomplete encounters display in the hcare incomplete items page, only the last 20 incomplete encounters would ever display, even if there were more this has been fixed, and all incomplete encounters now display profile portal and accession patient preferences issue (tickets 102620, 100050) patients were able to book appointments and access the messages functionality in profile patient/provider portal and accession even though the relevant properties were disabled in the onthego profile in aero & accession patient preferences this has been fixed dob field in pppu internet view automatically changed by system (ticket 84305) the date of birth in providers' records, internet view was at times automatically changed this has been fixed canada new brunswick \[accession] attachments display issue in ask a question section when trying to view pdf attachments in the previous question area of the ask a question section, the attachment didn’t load this has been fixed items in aero & accession patient preferences in english in french database items in the custom texts tab of aero & accession patient preferences were displaying in english in the french database this has been fixed english placeholders displaying in french accession patient email the placeholders for fullname and login were displaying in english in the french accession patient user name retrieval email instead of resolving to the patient’s full name and their login username this has been fixed prescriptions error when saving after printing in prescription refills view (tickets 104453, 85820) an error occurred when trying to save an actioned item in the prescription refills view after printing it this has been fixed exception error when printing scripts for certain patients (ticket 103313) the exception error ‘tpagegenerator generatemultipages is not implemented’ occurred when printing scripts for certain patients this has been fixed new zealand erx column does not display correct status (tickets 94542, 81198) when a medication had been e prescribed and dispensed by the pharmacist, in the prior scripts tab of the emr/prescriptions view, the erx status column still displayed 'active' instead of ‘dispensing complete’ even though in the prescription details window (accessed via clicking get erx details), the status displayed correctly this has been fixed australia resending/reprinting issue with emergency supply or direct to pharmacy when resending/reprinting a prescription that had emergencysupply set to true or a prescription that was sent directly to a pharmacy, it was still possible to resend via email or sms to a patient this has been fixed and the token can only be printed or sent to a ‘pharmacy’ external provider resending/reprinting evidence of prescription issue in prior scripts, after clicking the reprint/resend icon for an erx where the evidence of prescription was printed, the resend evidence of prescription dialog to select the method of delivery did not display this has been fixed printing exception error when printing kpi results an exception error occurs after clicking the print icon to print kpi results this has been fixed consultation slip letterhead margin issue with a5 paper size (ticket 105198) there was an issue with printing consultation slips using a5 paper size, where the letterhead was cut off at the right margin this has been fixed results manual matching issue for transactions with 'copy to' (ticket 108266) the manual matching view was loading all transactions with “copy to” records for an unknown provider this has been fixed disabling concise presentation in letters issue (ticket 105674) when the concise presentation checkbox was unchecked in the insert results panel when creating a letter, no results were inserted into the letter this has been fixed