Release Notes - 9.0.9

date of release september 12, 2024 quick links what's new docid\ ap uayejbjjmmhm8c5qedenhancements (epics) docid\ ap uayejbjjmmhm8c5qedminor changes docid\ ap uayejbjjmmhm8c5qedbug fixes docid\ ap uayejbjjmmhm8c5qed what's new profile's admission medication reconciliation feature item description application change(s) admission medication reconciliation is a critical process in healthcare aimed at ensuring that patients' medication information is accurately and completely documented when they are admitted into an inpatient care home profile introduces a new medication reconciliation feature designed to provide a seamless workflow for managing patients' medication information during inpatient care admissions the key components of this new feature include comprehensive medication list collecting and documenting a complete and accurate list of all medications the patient is currently taking, including prescription medications, over the counter drugs, herbal supplements, and vitamins verification ensuring the collected information is accurate and complete two signature workflow introducing an optional two signature process for reviewing and approving the medication list conversion to prescriptions converting the appropriate medications into signed prescriptions ready for administration component medication management impacted regions all regions risk estimate medium changes to ui yes changes to business process yes configuration and/or security role changes yes (see how to configure and setup admission medication reconciliation feature in profile docid\ jqnurrfmfzw4taw mcoaa ) changes to backend yes technical pre requisites yes knowledge base documentation profile's admission reconciliation feature docid\ slyqibth24jmy5c eg2m enhancements (epics) document processor window configuration item description application change(s) in organisation/preferences/general we added a new tab document processor to configure the fields that will be shown in the window the label from field has been changed to source author the label of the pos field is changed to source facility and now the user can select the source facility from three options pos / ext/ adhoc component documents results impacted regions all regions risk estimate low changes to ui yes changes to business process no configuration and/or security role changes yes changes to backend yes technical pre requisites no knowledge base documentation how to configure the document processor fields in profile docid kmcdtmo8oehueqnjacre password security improvements item description application change(s) fixed an issue where change password was enforcing password restriction rules for ad login a new security setting to bypass password expiration for specific accounts has been added to enable organisations to set test or service account passwords to not expire this can be set from the security (global) preferences component authentication impacted regions all regions risk estimate medium changes to ui yes changes to business process no configuration and/or security role changes no changes to backend yes technical pre requisites yes updates to the ui for inpatient reconciliation item description application change(s) following feedback from stakeholders, updates were made to the ui for the inpatient reconciliation to include a group icon when medications are sent for review to a group of users and also to remove the '& date' from the signed column headers component medications impacted regions canada risk estimate low changes to ui yes changes to business process no configuration and/or security role changes no changes to backend no technical pre requisites no updates to the chat and online booking tool item description application change(s) the following updates have been made for the chat and online booking tool chat time is now displayed in both 12 hour and 24 hour type format for english and french environments respectively chat new messages received are displayed as notifications until the user has navigated to the chat online booking tool product has been updated to reflect new rebranding component chat portals impacted regions all regions risk estimate very low changes to ui yes changes to business process no configuration and/or security role changes no changes to backend no technical pre requisites no prescription subsidy code change item description application change(s) the prescription subsidy changes applied on 1 july 2024 did not cater for the combination of people with a community services card (csc) who receive prescriptions from unapproved prescribers (e g , private specialists and private dentists) this is now covered through implementation of a new service component of '2' where a customer has the scripts and instructions\general\prescription subsidy preference set to unapproved prescriber and a patient who holds a csc card is receiving a prescription, the subsidy code applied to the prescription shall be for example a2 for an adult, s2 for a senior, j2 for a junior and y2 for a youth component medications impacted regions new zealand risk estimate low changes to ui no changes to business process yes configuration and/or security role changes no changes to backend no technical pre requisites no medications can now be validated and displayed on the med chart of the admission reconciliation record item description application change(s) the med chart can now display the medications that have been validated by the clinicians following the process of medication reconciliation component medications impacted regions canada risk estimate medium changes to ui yes changes to business process yes configuration and/or security role changes yes changes to backend yes technical pre requisites yes enhanced patient medical record with new med reconciliation tab item description application change(s) we are pleased to announce a significant update to the patient medical record system with the addition of the new med reconciliation tab this new feature has been introduced to enhance the management of patient medications and improve inpatient care component medications impacted regions canada risk estimate medium changes to ui yes changes to business process yes configuration and/or security role changes yes changes to backend yes technical pre requisites yes improved end of encounter workflow item description application change(s) physicians will now have the ability to streamline their end of encounter workflow by efaxing and printing documents in a single step, instead of handling each task separately the update also enables selecting multiple delivery methods for each document, significantly reducing time and enhancing the overall user experience component encounters impacted regions all risk estimate medium changes to ui yes changes to business process yes configuration and/or security role changes no changes to backend yes technical pre requisites no medication reconciliation details added as part of the reconciliation are now displayed in a tabular format item description application change(s) once the medications have been reviewed and added as part of the reconciliation, the final list of details of the reconciliation process shall be displayed in a tabular format depicting the stages and dates of the relevant users that have signed them component medications impacted regions canada risk estimate medium changes to ui yes changes to business process yes configuration and/or security role changes yes changes to backend yes technical pre requisites yes medication assessment included as part of the reconciliation workflow item description application change(s) as part of the medication reconciliation workflow, clinical users are now able to validate and assess the therapy this allows them to verify the current status of medication usage and also plan for future care component medications impacted regions canada risk estimate medium changes to ui yes changes to business process yes configuration and/or security role changes yes changes to backend yes technical pre requisites yes ability to co sign the admission reconciliation record item description application change(s) as part of the medication reconciliation feature, the system now allows uses to co sign the final medication list to ensure an appropriate patient therapy regimen the first sign off can be made by the nurse, following which the provider is able to sign off on the results component medications impacted regions canada risk estimate medium changes to ui yes changes to business process yes configuration and/or security role changes yes changes to backend yes technical pre requisites yes new medications can now be added and included as part of the reconciliation workflow item description application change(s) as part of the medication reconciliation workflow, users are now able to include and add a new medication, which has not been part of a prescription, into the reconciliation window this allows for accurate validation of a patient’s current medication status component medications impacted regions canada risk estimate medium changes to ui yes changes to business process yes configuration and/or security role changes yes changes to backend yes technical pre requisites yes medications can now be added directly from the formulary into the medication reconciliation workflow item description application change(s) as part of the medication reconciliation feature, users are now allowed to directly search for medications from the formulary and include them into the reconciliation list for verification and validation component medications impacted regions canada risk estimate medium changes to ui yes changes to business process yes configuration and/or security role changes yes changes to backend yes technical pre requisites yes minor changes change description accession patient self registration toggle added to change language to french or english accession patient self registration page was not translated to french this has been fixed and there are now clickable links for ‘francais’ or ‘english’ that users can toggle to change the language between french and english allowance for some users to bypass password expiration references a new security setting to bypass password expiration for specific accounts has been added to enable organisations to set test or service account passwords to not expire chat time display changed to a 24 hour format in french environments the time display in the chat window for a french environment is now presented in the 24 hour format the time display in the chat window of an english environment is presented in the 12 hour format improved form saving experience with status bar notification we've streamlined the form saving process to enhance user experience previously, a pop up window appeared when saving a form, but this has now been removed the status of saving the form as a pdf is now conveniently displayed in the status bar of the main window this update aims to provide a smoother and more efficient workflow by keeping you informed of progress without disrupting your task appointment audit enhancement an enhancement has been made to the appointment audit when a patient has declined an appointment via an sms reminder, the audit will now show the appointment was cancelled/declined by the patient, and a default user \<admin> will be used for the entry previously the provider was listed, which had caused some confusion, as providers generally do not confirm/cancel appointments managing duplicate patient records when profile automatically identifies duplicates and presents the dialog to manage the duplicate record(s), users have the following options ‘ mark as not duplicate’ when selected, this will perform the same action as the current ‘remove and ignore’ action this assumes that these are not considered duplicates “ignored in find duplicates search” in the alter patient record will be set so that these records do not appear in find duplicate search window ‘ ignore and save’ will keep the duplicate this action assumes they are still duplicate and next time will be prompted again records will still be included in duplicate search ‘ cancel’ no action has been taken dialogue closes ' show' same action as current show option bug fixes components bug fixes appointment management & scheduling fixed an issue where the send reminder box was not getting checked automatically for appointments booked online from accession an issue has been fixed where multiday appointments were not displaying correctly an issue occurred where the appointment advice was prompting to print instead of just sending an sms or email the print pdf appointment advice was also attached to the email, when it should not have been this has been fixed authentication fixed an issue where change password was enforcing password restriction rules for ad login chat an issue was fixed in chat where new chat messages were not being counted in work notifications, if the chat window was minimised and one minute had passed email & patient record the performance and reliability of medical record printouts in server environments that restrict access to external resources has been improved external references that previously caused significant delays (20–30 seconds) and timeouts during email rendering are now handled more efficiently, preventing timeouts and ensuring smoother processing encounters the "end encounter" ui design has had some minor improvements made to it, bringing it more in line with the overall style found throughout other areas in profile after completing a form that had not been printed, the linked action status in the encounter was automatically set to actioned this caused an issue during the end of encounter process when the form had not been printed, so this step was skipped this has been fixed and the action status will no longer be set to actioned financial when printing a transaction or invoice to a5 paper, the invoice was printed on two pages and some information was cut off this has been fixed in cases where a provider has multiple payee ids setup for a pos and when a user selects one the payee id in the billing window, the same should reflect in the billing list view there was a bug where there was a discrepancy between the payee id selected in the billing window and what was displayed in the billing list view this has been resolved when an appointment was made for a provider who has the 'create claims on appointment' preference set, the claim date was incorrectly set to the date it was created this has been fixed and the claim date is now correctly set to the date of the appointment in the find accounts\edit filter, no overdue accounts were being displayed when users were setting the “for period” to 3 months, despite there being accounts that have financial information relevant to this filter setting this has been fixed in the find accounts\edit filter, no overdue accounts were being displayed when users were setting the "for period" to 3 months, despite there being accounts that have financial information relevant to this filter setting this has been fixed forms not all interface components were translated fully or correctly in the new profile marketplace integration this has been fixed when opening a form that has multiple tabs, these tabs were hidden until you hovered the mouse over them this has been fixed fixed an issue where forms were not importing from the new profile marketplace integration into the french profile environment fixed an issue where document and typing templates were not importing from the profile marketplace integration into the french profile environment hcare there was an issue where changes were not reflecting immediately in an encounter that had been updated medications the authority number for special authority forms are populated using a special calculation which includes a check digit this calculation would not work when the base number exceeded 9,999,999, and prescriptions were being rejected as invalid by pharmacies this has been fixed when a previous prescription order was sent via email, the supplier field was disabled for any new orders created this has been fixed, and any previous orders will be ignored during the email process so users can select the pharmacy to send the prescription order to notifications an exception error was seen when loading unsigned transactions work notifications if the filter was set to filter by a provider group which was not available at the current pos due to organizational filtering and the option was selected in the provider group to “limit to this level and below”, referring to the pos or org node the provider group was owned by this has been fixed obstetrics a practitioner should be able to state the patient is a non smoker and still be able to state that the patient has been exposed to second hand smoke this option was greyed out unless they choose "yes" to tobacco this issue has now been addressed patient management resolved an issue in the "find patient" feature where searches using the first digits of a mobile number (including the leading "0") would return no results unless an asterisk ( ) was added patient record when viewing a patient's cases, encounter entries are not displayed in the correct chronological order this has been fixed an issue occurred when patient names were lost after booking an appointment via online booking the description on their appointment showed their name, but their name was removed on their chart this has been fixed portals an issue has been fixed in profile online booking where the rebranding colour changes were not applied on some elements the listed elements differed from the design colours there was a translation issue with the telemedicine feature when the voice/video devices were unavailable the messages were not fully translated to french an issue occurred where appointments booked using online booking were changing the mode from ‘phone’ to ‘in person’ this has been fixed referral there was an issue where medicare claims for referrals were being rejected due to an incorrect date being given reporting & analytics an exception error occurred when enabling extended logging preferences this has been fixed results fixed an issue with the filters in manual patient matching where incorrect results were being returned when filtered by medical type and active only revision table date comments 2025 03 14 replaced screenshots for minor change "accession patient self registration toggle added to change language to french or english" 2025 06 25 added three missing fixed defects in the following categories financial notifications email, patient record additional details for additional technical and workflow information regarding the 9 0 9 release, please access the excel file attached at cumulative general release notes for profile (8 8 10 to the present) docid\ eu7hntvktkm2fejwqq6yc