Patient Charts

• Add chart section names to left navigation bar

Reports

• Add new report Appointments Rescheduled by User

Chronic Care Charge Processing

• Add charge counts to batch selection and batch view
• Add human readable errors for missing columns

Scheduling

• Show schedule assignment in Add Appointment Reason field

Problems Export

• Allow selecting multiple ICD-10 codes for export

Chart Activity Timings

• Add entries for Dicom Studies, Quality Measures and Billing chart sections

Audit Log

• Allow filtering by PHR users

Medications

• Do not show obsolete drug dosages/forms

Tasks

• Show Patient Default Location and Next Appointment Location for task location options
• Add View Task Action History to task drop down

TUGs

• Ensure list of specific providers/locations is not empty

Reasons

• Move Active checkbox to Edit Reason

Rooms

• Move Active checkbox to Edit Room popup

Healthsnap

• check files for validity on upload and throw descriptive error on fault CSV

Reports

• Add CPT column to Orders Overview report

Transcribe Medical

• Add pause and resume buttons

Billing Forms

• Group CPT charge codes into reusable sections

Reports

• Allow date range in report Orders Overview
• Add Regular Provider column to Active Patients
• Add drug category to Medication Reports

Problems Export

• Add patient status column

Tasks

• Add new task type Care Management to Other task area

Orders

• Add Download as CSV to orders grid

Entry Form Field Data Export

• Remove empty CSVs from results

Scheduling

• Allow search by reason code or reason description in Add Appointment
• Remove 'Old' AM/PM max values in Add Appointment

Audit Log

• Include details to patient demographics changes in Create Patient action

Cardiac Device Billing

• Cancel pending jobs when bill is edited

Scheduling

• Calculate new AM/PM max using provider assignment appointments-per-hour
• Display both the new AM/PM max and the old manually-entered AM/PM max values
• Replace Appointment Suggestions with new model using calculated AM/PM max from appts-per-hour
• Add Calendar availability icons when creating appointments
• Remove inactive reason codes from date suggestion filter
• Use provider-specific default durations for selected reason code, if configured

Schedule Templates

• Add new Admin page Provider Scheduling Config
• Move Appts Per Hour field from Account Providers admin section to Provider Scheduling COnfig
• Add configuration for provider-specific default durations for reason codes
• Add new permission Manage Provider Schedule Config
• Remove Appts-per-Hour and AM/PM max from Rooms scheduling
• Add AM/PM Max column to Schedule Template Summary

Medication Reports

• Add Provider filter

Documents

• Add patient info to the generated PDF when creating a signed snapshot
  • Name/DOB/MRN is at the bottom-left of every page of every newly created snapshot
  • Page count is at the bottom-right of every page of every newly created snapshot
  • Once added, this info will always appear (viewed in ESH, downloaded, emailed, faxed, etc)
  • Current snapshots will NOT display this new page footer
  • Faxed documents will continue to add pt info as a header on every page

Entry Form Field Data Export

• Show full+exact matches first when searching for Field Names
• Add 'Lookup Doctypes' + 'Lookup Field Names' to see which fields appear in which document types

FastAuth

• Always show FastAuth requests in order of most recently modified, regardless of withdrawn status

Tasks

• Show the user who resolved a task when manually selecting the resolve checkbox
• Update the existing tasks to include user who hit resolve for reporting

Reports

• Add new report: PSR Phone Login/Logout
• Add new report: Cardiac Signals Charge Processing CPT Counts By Posting Date

Tasks

• Add new task type: Pharmacist Specialty Med
• Optionally add providers to Task User Groups

Patient Search

• Update patient search help text

Chronic Care Charge Processing

• Modify Chronic Care Upload CSV format to support Health Snap integration

Users

• Add optional Asterisk PIN field for PSR reporting

Call Procedures

• Add link handling to PSR Call Procedures

Scheduling

• Preparations for new schedule suggestion calculations

Reports

• Add 'User Analytics' report to describe login and logout events
• Ensure all CPT codes present in 'Cardiac Signals Charge Processing CPT Counts'
• Use the bill date, instead of posting, in 'Cardiac Signals Charge Processing CPT Counts'

Patient Info

• Add Contact button to Other Contacts

Scheduling

• Add new field 'Appts Per Hour' to Assignment Blocks
• Add new field 'Appointments Per Hour Default' to Account Providers

Medications

• Add option to 'Hold Rx Without Provider on Task'
• Add button 'Add Provider to RxAuth Task' for Rxs held without provider on task

User Menu

• Move Emergency button to the user dropdown menu

Call Procedures

• Add Call Procedure History to track Call Procedure edits

Meds Queue

• Include info button linking to Educational Resources
• Add Audit Log entries for Meds Queue status changes
• Always show Quick Send status in open Rxs, even when 'None'
• Add filter: PA Required

Medications

• Add checkbox to New Rx for 'PA Required'
• Unset 'PA Required' when a PA request is actually added

Documents

• Add Specialty filter under All Categories filter list

Tasks

• Add new task area: Schedule Request
• Add new task types: Appointment Approval Request, Add-on Appointment Request
• Disallow creating new tasks in the Call Overflow task area

Multispecialty

• Allow users to be assigned a specialty
• Sort Documents and Problems by specialty for users with an assigned specialty
• Allow users to set a specialty on Problems

Documents

• Add field name identification tool in document edit mode entry form

Vitals Export

• Add Admin page: Vitals Export
• Allow users to run Vitals reports filtered by Provider, Patient, Date Range
• Add new permission: Vitals Export

Problems Export

• Add Admin page: Problems Export
• Allow users to run Problems reports filtered by Patient's Examiner, Patient, Date Range, ICD 10 Code, Smomed CT Code
• Add new permission: Problems Export

Documents

• Add new doctype: Bariatric Office Visit
• Add option to Left Vertebral System field in Carotid Doppler doctype: Bidirectional flow

Tasks

• Add support for structured data in tasks with task templates

Task Templates

• Add admin section: Task Templates
• Allow admin users to create templates for New Task by task type
• Add audit log entries for Task Template changes

Call Procedures

• Add admin section: PSR Call Procedures
• Add markdown editor and preview for Call Procedures
• Allow users with permissions to view Call Procedures as a flyout over other ESH modules

PHR

• Show location description in PHR Appointments section

Appointments

• Add 'reserved' flag to reasons
• Show warning message when any user selects a reserved reason code
• Selecting reserved reason codes does NOT prevent scheduling an appointment

Scheduling

• Require Exception day templates to be the full day (remove transparent-overlay feature)

Appointment Reminders

• Add opt-out of appointment reminders by patient in Patient Info

Rater8

• Add support for diagnostic appointments scheduled by room

Multi-Factor Authentication

• Add phone number verification on setup

Cardiac Devices

• Improve Cardiac Device Recalls UI

Patient Info

• Add optional Pronouns field

Tasks

• Fix bug in New Task where provider did not clear after clearing patient
• Add filter for tasks without provider

Miscellaneous

• Improve validation in Request Support Callback

Documents

• Improve label layout in Document Info

Audit Log

• Add entries for MFA configuration

PHR

• Add source message info to Received Messages

Orders

• Publish prior authorization comment under Prior Auth Information
• Never require AUC

Patient Info

• Add checkbox for Email Consent

Medication Reports

• Include therapies with no prescriptions recorded in escribeHOST

Medications

• Add ability to view and add Task comments in Medication chart section
• Link Medication tasks to Medication chart section

Tasks

• Add location sets to TUGs, defaulted to all locations
• Add optional email notifications for tasks

SNOMED-CT

• Update SNOMED-CT library

CPT Codes

• Add new CPT: 37191 - IVC Filter Replacement

Orders

• Add new order type: Interventional Radiology

Rater8

• Implement API to pass daily reports to Rater8

Cardiac Devices Billing

• Add Global bill type, update CPT codes

Log In

• Add MFA (Multi-Factor Authentication) for users who have enabled SMS MFA
• Add option to enable MFA in user menu

Medications

• Add start and end date to Meds not Ordered
• Combine code value set column with SNOMED-CT in Meds not Ordered
• Allow editing and deleting of Meds not Ordered

Patient Info

• Add Birth Time field
• Add Time of Death field

Assessments

• Improve UI for visual clarity
• Allow reordering in Edit Assessments

Procedures

• Add HCPCS field

Charge Processing

• Show warning for patient name and/or DOB that is not an exact match

Vitals

• Add Heart Rate Type to Heart Rate

Providers

• Add CMS Certification Number (CNN) field

Clinical Quality Measures

• Add Certified CQMs: CMS22, CMS71, CMS90, CMS122, CMS145, CMS165

Unsigned Reports

• Add a count of unsigned reports for provider users to the module icon
• Update count every 10 minutes

Medications

• Add Start Date and End Date fields to Medication Not Ordered
• Add medication order 'Intent' on therapies to Patient Summary

Assessments

• Allow user to link encounter to assessment set

Documents

• Allow linking a document to an existing order

Indexing

• Improve search by date in Document Indexing Jobs

Medications

• Make surescripts demographics errors human readable
• Add Enter Structured Frequency option to SIG field
• Fix bug causing multiple pharmacies to be highlighted

FastAuth

• Display an alert if FastAuth fails to update during an order update

Med Concerns

• Add RxNorm codes for brand names

Assessments

• Add End Date and End Time fields

Clinical Quality Measures

• Update grid format for readability

Medications

• Improve Surescripts validation errors to be human readable

Documents

• Create Document Info view card

Procedures

• Add fields for Start/End Date/Times

Assessments

• Add new chart section: Assessments
• Add new permissions: View Assessments, Manage Assessments

Medical Billing Templates

• Add optimistic locking to prevent simultaneous updates from overwriting work

Medical Billing Templates

• Add Admin Page to create and modify Billing Form Templates
• Allow users to create Billing Form Templates with labeled sections for CPT and ICD-10 billing codes
• Allow users to create billing rules based on Reason, Insurance Plan, Carrier Code, Provider and Room
• Allow users to assign each Billing Form Template a priority level
• Add audit log entries for Billing Form creation, modification and access

Medical Billing

• Add ui to allow selecting CPT+ICD10 codes based on Billing Templates
• Add mobile billing capability

Entryform Field Data Export

• Add Provider filter

Cardiac Signals

• Add shock information to Medtronic episodes

Orders

• Add Reason Not Done Loinc code to printed order
• Store signing date in orders
• Add Prior Auth Comment field
• Allow orders to be completed regardless of PA status, including Withdrawn
• Add X icon to change Manual Prior Auth requests to Withdrawn status
• Add badge to distinguish Manual and FastAuth prior auth requests

Interventions

• Improve validation errors in Add Intervention for clarity

Scheduling

• Fix bug showing incorrect Reason choices in Edit Tentative Appointment

Documents

• Add Virtual field to Edit Document Info

Lab Results

• Add new lab panel status: Ordered
• Add Reason Not Done section with Negation Rationale and Code Value Set fields
• Print Reason Not Done on Lab Results Summary

SNOMED-CT

• Update SNOMED-CT library to latest version

Scheduling

• Make Reason required in Add Appointment

FastAuth

• Add ability to withdraw a FastAuth request

PHR

• Add Print Current Medications to PHR mobile

Tasks

• Fix bug preventing patients from being matched to medication tasks

Dicom Studies

• Add new chart section Dicom Studies
• Implement inline dicom study viewer
• Implement token authorization for sharing Dicom Studies for future sharing
• Add new permissions: View Dicom Studies, Share Dicom Studies
• Add Audit Log entries for viewing and sharing dicom studies

FastAuth

• Add inline PDF viewer for FastAuth attachments
• Sort Prior Authorization requests by most recent status change
• Show Last Updated datetime for FastAuth requests

Cardiac Devices

• Show count of transmissions on device level in Device Information

Quality Management

• Include all ejection fraction values in QRDA

Scan Upload

• Improve location mappings

EntryForm Field Data Export

• Add new admin page EntryForm Field Data Export
• Allow users to download a CSV containing structured data from any field in ESH entry forms

Cardiac Devices

• Add a button to Recalls: Export as CSV
• Add a filter to Cardiac Devices search grid: Recall

Vitals

• Add ReDS to publishing

Insurance Plans

• Increase character limit on insurance plan name and alternate plan name to 250

Orders

• Add audit log entries for manual prior authorization requests
• Add link to patient chart in View Order popup

Medications

• Improve layout of Med Managed popup and UI display

Indexing

• Show username instead of user who indexed documents

FastAuth

• Show warning messages for required fields, allow user to submit request regardless of missing fields
• Add FastAuth request statuses to prior auth status filter
• Fix bug preventing users from scheduling an order with an expired prior auth request

Users

• Add search by email address to Users

Research

• Remove inactive research studies from publishing

Documents

• Add Fax History to document list options drop down

Tasks

• Show "Too many tasks matched the criteria" warning when filter grid is collapsed

Orders

• Unify manual and Fast Auth prior authorization statuses to show the most recent
• Use order due date for FastAuth requests when order has no scheduled date
• Show payer notes in View Order popup
• Select patient's primary insurance by default
• Show warning messages for FastAuth requests with missing required fields

Bill Batches

• Add patient DOB

Patient Enrollments

• Only include active enrollments in research studies count bubble

Users

• Rename 'View User Details' popup to 'User Details'

System Notifications

• Add 'Clear and Reset' button to allow posting multiple notifications

CPT Codes

• Add new CPT code 74170 - CT Abdomen w/o contrast material, followed by contrast material
• Add new CPT code 93459 - Left heart cath with coronary angio with graft (CABG)

Medications

• Prevent future therapy start and stop dates
• Improve error for deprecated drug dosages in Renew Therapy

Cardiac Signals

• Add Display New Episodes Only toggle to transmissions

Surveys

• Add Required After Appointment option to Survey Templates
• Add question numbering to surveys

Indexing

• Format times in user local timezone

Documents

• Replace Clinical Trials section in Office Note publishing with data from Research module
• Add an option to cancel Send to Supervising Provider function

Orders

• Allow more than one manual prior authorization request per order

Insurance Plans

• Add Entry Method field
• Add Payer Name field

Vitals

• Add ReDS field

MQ Admin

• Replace Show Archived Only radio buttons with Archived dropdown

Locations

• Add NPI field
• Add Tax ID field

Scheduling

• Add Create No Add-Ons button and popup to set no schedule add ons for a provider or room
• Add new permission: Manage No Add-Ons Schedule Status
• Fix bug where printed schedule sometimes did not reflect latest appointment changes

ICD-10

• Add deprecated indicator to Document Info Popup
• Add deprecated indicator to Add/Edit Intervention popup

Task Auto Reply

• Move Task Auto Reply admin page to Tasks admin section
• Add task types to Task Auto Reply

FastAuth

• Fix attachment viewer to open human readable file
• Add Entry Method drop down to Insurance Plans
• Include Entry Method in FastAuth API

FastAuth

• Add FastAuth Authorize button to orders
• Show FastAuth Requests in View Order
• Add FA Icon to Orders grid to indicate FastAuth authorization
• Add FastAuth Payer ID field to Insurance Plans
• Add new permission: Manage FastAuth

Patient Search

• Allow searching by previous names

Providers

• Allow specifying supervising provider for account providers

Documents

• Send documents signed by supervised providers to the supervising provider's Unsigned Reports
• Add Awaiting Supervising Provider Signature indication to documents
• Add Supervising Provider to unsigned reports

Chart Activity Timings

• Increase search results limit

Medication Reports

• Add new module Medication Reports in admin

Tasks

• Create Add to Chart feature to add PHR sent-documents to patient chart

Cardiac Signals

• Show warning when navigating away from a transmission with unsaved changes

ICD-10

• Add Deprecated indicator on deprecated ICD-10 codes

Scheduling

• Fix bug where schedule annotations appeared to be editable before provider or room is selected
• Add Created Datetime column to appointment exclusion grid

Surveys

• Add question numbering
• Reformat survey title

Patient Info

• Show 'No Patient Photo' text on mobile when no photo is present

Patient Search

• Increase search limit for DOBs searches to include 50 patients

Medications

• Allow e-prescribing medical supplies

Cardiac Device Billing

• Simplify allow-billing rules (do not require connectivity and remote monitoring status)

Cardiac Devices

• Hide edit buttons on transmissions for users who do not have manage transmission permissions

Scheduling

• Improve error when schedule annotations exceed character limit

Patient Info

• Improve style of previous names section
• Add a thumbnail of patient photo on mobile
• Allow patient photos to be deleted

ICD-10

• Update to 2023 ICD-10 library

CPT Codes

• Add new CPT code 76536 - Thyroid Ultrasound
• Add new CPT code 74177 - CT Abdomen/Pelvis with Contrast
• Add new CPT code 74178 - CT Abdomen/Pelvis without Contrast
• Add new CPT code 93451 - Right Heart Cath (RHC) only O2 stat/card Output

Tasks

• Add new task type 'PA Bariatrics' to Prior Auth task area

Task User Groups

• Issue warning when deactivating users to remove user from TUGs

Patient Search

• Add search by email address

Surveys

• Remove surveys from mobile

Cardiac Devices

• Add new dropdown Enrolled in Remote Monitoring to Devices

Patient Info

• Add Previous Names section
• Include previous name in FHIR API search

PHR

• Improve layout and controls in mobile UI for easier navigation

Chronic Care Charge Processing

• Add sorting to batch entries grid

Patient Info

• Allow users to take and upload patient photo on mobile

Request Support Callback

• Require phone number with support requests
• Add transmission link to support request
• Rename 'Save' button to 'Submit'
• Add Support Callback icon to navigation bar for Cardiac Signals users

Vitals

• Always enable/disable all fields when opening and closing the popup

Insurance Plans

• Update styling to match other sections of app

Scheduling

• Improve layout of AM/PM annotations in Add Appointment

PHR

• Do not allow typing in Add Attachment field (was previously allowed but ignored)

ICD10

• Add code I47.20 'Ventricular Tachycardia, unspecified' to ICD library

Chronic Care Charge Processing

• Add admin section: Chronic Care Charge Processing
• Add new permission: Manage Chronic Care Charge Processing

Admin

• Update styling on Account Contact page to be consistent with other sections
• Hide obsolete 'Rx Fill Message' checkbox in provider eRx permissions

Scheduling

• Allow selecting multiple statuses in Appointment Reminders filters

PHR

• Fix PHR message sending when using multiple browser tabs

Cardiac Devices

• Add pause alerts to transmission episodes
• Update the episode document icon

Scheduling

• Fix optimistic locking for schedule annotations

Unicode

• Allow storing UTF-8 encoded Unicode characters across ESH

Reports

• Add new report: Cardiac Device Billable Devices with No Transmissions

Lab Results

• Make Followup Task popup non-modal allowing users to see information below it

Tasks

• Add Task Auto Reply page in Admin, to add out-of-office comments and recipient forwarding

Vitals

• Add weight for length percentile rank
• Add occipital-frontal circumference percentile rank

PHR

• Improve format of long messages in Sent Messages

Scheduling

• Include annotations from exception day templates on frontend schedule
• Indicate on the frontend schedule if annotations are from exception day
• Prevent editing weekly template annotations from frontend if exception day annotations shown

Documents

• Prevent lab results after DOS from appearing in delayed signed/published documents

Miscellaneous

• Update descriptions of a few CPT codes

Manage Appt Reminder Config

• Add Edit Template Text to edit appointment reminder text-to-speech wording
• Add Preview option to see templates filled in with sample appointments
• Add documentation and educational resources for composing templates

Cardiac Devices

• Reformat unknown episode types for clarity
• Show the DFT icon for only the most recent bill in View Bill Batch

Tasks

• Add new task type: Expired Patient Notification

Vitals

• Add Last Modified by Username

Meds

• Add Intent field to Therapy
• Add Reported By Username

Manage Appt Reminder Config

• Add new admin page: Manage Appt Reminder Config
• Allow users to add appointment reminder exclusions
• Allow 'and'-like combinations of exclusion types

Admin

• Rename "Appt Reminders" to "Appt Reminders Call History"

Cardiac Devices

• Rename Plan dropdown from "Plans" to "Plan Types"
• Rename Impression dropdown from "Impressions" to "Impression Types"

Lab Results

• Allow users to edit Result Status
• Add Data Absent Reason when Result Value is not present

Vitals

• Add Vitals Observation Status
• Add Inhaled Oxygen Flow Rate field
• Add Data Absent Reason dropdown

Problems

• Add last modified datetime to problems

Patient Info

• Add optional Patient Photo field to Patient Info

Cardiac Devices

• Add Requires Follow Up checkbox to Add New Plan

Indexing

• Add Mark Ignored and Skip button
• Improve Status label for clarity
• Add new toggle switch to JUST set Ignored status (does not skip pages)

2015 Edition Cures Update - Med Concerns

• Add Resolved checkbox
• Add required Verification Status field
• Add Enter Other Substance (SNOMED-CT) field

2015 Edition Cures Update - Immunizations

• Add Primary Source radio buttons
• Set Primary Source to No for all existing immunizations

2015 Edition Cures Update - Procedures

• Add Status field
• Set Status to Completed for all existing procedures

2015 Edition Cures Update - Problems

• Add Verification Status field

2015 Edition Cures Update - Admin

• Add Country field to Account Details
• Add NPI field to Account Details

2015 Edition Cures Update - FHIR Resources

• implement USCore CarePlan
• implement USCore Implantable Device Profile
• implement USCore CareTeam Profile
• implement USCore Practitioner Profile
• implement USCore Procedure Profile
• implement USCore Goal Profile
• implement USCore Organization Profile
• implement USCore Immunization Profile
• implement USCore AllergyIntolerance Profile

Tasks

• Add inline PDF viewer in 'Message from PHR' task type
• Add Reply button to 'Message from PHR' task type
• Add confirmation popup when adding duplicate Patient Reported Vitals entries to chart

PHR

• Add combined PHR Message History to Send Message Patient/Representative
• Fix patient information not displaying in self check-in

Reports

• Add Monitoring Provider column to 'Cardiac Signals Patients With Tx' report

Patient Info

• Add optional Valid Start Date and Valid End Date fields
• Add optional Birth Sex field

Med Concerns

• Rename Comment to Reaction Comment for clarity (Note field is available for general comment)

Cardiac Devices

• Fix bug in Favorite Filters that sometimes cleared the impression field

Orders

• Make Prior Auth Status required in Add Order
• Add Insurance Plan filter

General

• Add Request Support Callback button in user menu

PHR

• Add new PHR section Patient-Reported Vitals to enter blood pressure measurements
• Convert uploadable file types in Send Message to Provider to PDF
• Split PHR into collapsible sections for improved navigation
• Add Print Current Medications button

Tasks

• Reformat new eRx tasks going forward to improve readability
• Add new task under Patient Requests: Patient Reported Vitals
• Enable users to create entries in Vitals based on Patient Reported Vitals in the task

Reports

• Add Insurance Plan column to Patients with Recent Documents report

Lab Reports

• Improve matching criteria to match monitoring providers to labs

Vitals

• Add Measurement Time field to Add Vitals

Cardiac Devices

• Allow highlighting and copying of text in PDFs
• Add Ejection Fraction section to Devices tab
• Add Ejection Fraction to transmission info ribbon
• Add Ablation section to Devices tab
• Add Ablation to transmission info ribbon
• Add Import Transmission PDF button in View Transmission Device Information
• Add Match to Patient and Unmatch Patient in View Transmission Device Information

Orders

• Add Mark Order Completed button to Edit Order

Ready to Bill

• Add confirmation popup when changing account config

Permissions

• Add new permission: Manage Plans

PHR

• Increase character limit in Send Message to Patient and Send Message to Provider
• Update button styles to match style used throughout application

Cardiac Signals

• Reduce size of Recalls popup to display fully on screen

Allergies

• Update Last Modified popup to be consistent with others throughout application
• Remove unnecessary empty space under med concerns list

Providers

• Fix empty validation error when editing provider information, specify invalid fields in error message

Patient Programs

• Update Patient Programs badge in patient information ribbon after changing selected programs

Cardiac Devices

• Rename "View Blackout Dates" to "Manage Blackout Dates"

Documents

• Add error message on encrypted PDF upload attempt

Cardiac Devices

• Add Email Transmission documents option to send transmission menu

Allergies

• Add last modified datetime and username to Med Concerns

Reports

• Fix bug causing Transitional Care Management report to show an error message

Scheduling

• Reformat main schedule grid to not wrap in minimum support resolution

Miscellaneous

• Update green button styling to be consistent throughout application

Cardiac Devices

• Add Fax Transmission button
• Add 'Non-RTB' count to create bill batch
• Allow editing Device Info in popup
• Add Charge Details popup to Charge Processing Patient Matching
• Rename 'Transmission Information' transmission section to 'Connectivity Information'
• Add Send Transmission options to View Transmission

PHR

• Add document names to Document section

Orders

• Require AUC on only newly created orders

Miscellaneous

• Allow case-insensitive patient search by MRN

Cardiac Devices

• Add "Prevent billing PHYSIO and DEVICE/MONITOR on the same day" checkbox to Create Bill Batch
• Add billing cycle length column "Days" to Bill Batch
• Add icons to View Bill Batch grid for DFT posting status

Charge Processing

• Add user interface to match hospital charge processing batches to ESH patients

Documents

• Standardize spelling of "dietitian"

Admin

• Add ability to automatically fill in provider info using NPI in Add Outside Provider
• Allow searching audit log by event type

Lab Reports

• Remove fasting field from specimen info header

Orders

• Add new order type - Cardioversion
• Conditionally require AUC field for order types MRI, CT, PET, NUC

Patient Info

• Improve layout of flyout in patient information ribbon

PHR

• Reorder documents section to show most recently added documents first, instead of by DOS

Reports

• Add doctypes to "Non-Invasive Procedure Count" reports: Venous Doppler, Abdominal Aorta Ultrasound, Renal Artery Duplex Scan, Transcranial Doppler

Cardiac Signals

• Rename 'Recent Transmissions' to 'Patient Transmissions'
• Reformat Episodes to a grid in Transmission View
• Add visual indication of "new" episodes not seen in any previous transmission
• Replace internal episode ID with external episode ID in episode tooltip
• Fix bug causing manufacturer PDFs to render incomplete
• Add "Eligible for Billing on" filter in transmission search
• Add "Only within Billing Period" filter in transmission search
• Add "One per Device" filter in transmission search
• Add "Status" filter to Patient Transmissions

Cardiac Signals - Ready to Bill

Implement new optional feature - Ready to Bill

• Add editable Ready to Bill device status
• Add "Ready to Bill" filter in transmission search
• Add Ready to Bill configuration admin page to manage automated RTB status changes
• Allow editing Ready to Bill (RTB) status in patient info ribbon
• Add "Exclude devices that are not Ready-to-Bill" filter to Create Bill Batch
• Add "My Billing Queue" filter preset for providers, under Favorite Filters

Patient Programs

• Add Program Enrollments tab to Patient Info
• Display Program Enrollments in patient info ribbon with flyout
• Add audit log entries for creating and editing Patient Programs

Audit Log

• Make rows clickable to view audit log entries

Miscellaneous

• Increase patient search by DOB limit from 25 results to 100 results

PHR

• Fix bug preventing PHR users from sending message to all approved HCT providers

ICD10

• Update ICD-10 library for 2022 release

Patient Info

• Add Patient Info Config admin page to customize which fields are relevant

Patient Programs

• Add Patient Programs admin page to create and manage patient programs

Scheduling

• Send appointment reminders via SMS, instead of voice, for patients with 'can text' phone numbers

Permissions

• Restyle permissions page and reorganize permissions list
• Convert Add Role button to dropdown menu

Cardiac Devices

• Add option to include portal PDFs in Notify Provider

PHR

• Add skip insurance card upload option to mobile check-in

Reports

• Add new report: Chart Timings Details

Miscellaneous

• Allow repositioning popups throughout the app by dragging the top

Cardiac Devices

• Add Notify Patient to transmission view
• Rename "Transmission Comment" to "Notes"
• Add new transmission status: Requires Additional Review (REQADD)
• Rename "Requires MD Review" to "Requires Monitoring Provider Review" (REQMON)
• Add Change Signature option to transmissions to override a previous signature
• Allow batch-download of Transmission Reports in View Bill Batch
• Allow repositioning the popup when creating patient from transmission
• Change Past Impressions to Other Impressions in view transmission, and reformat into grid

Permissions

• Add popup View User Details to Users page
• Add new permissions to View/Manage Health Care Team in patient info

Scheduling

• Show all pending appointments in each tab when creating more than one appt

Audit Log

• Add entries for creating and deleting bills

Tasks

• Add new 'Other' task types: Dietician Patient Calls, Dietician Other, Bariatric Patient Calls, Bariatric Other

Insurance Plans

• Allow insurance plans to be marked inactive

Chart Activity Timings

• Increase maximum search and download results from 10k to 100k rows

Medications

• Surescripts eRx upgrade: NCPDP SCRIPT standard upgraded from v10.6 to v2017071

Cardiac Devices

• Rename transmission status 'Signed and Closed' to 'Completed'
• Automatically notify patients via email/SMS on receipt of patient-initiated transmissions
• Add Download Transmission Reports to View Bill Batch
• Implement Billing Blackout Dates for a device
• Do not include devices with a blackout on this date in Create Bill Batch, and add an override filter to include them
• Add Audit Log entries for Billing Blackout Dates
• Make Past Impressions clickable in transmission view
• Allow users to delete a bill from a bill batch
• Display Cycle End Billing Date on Device tab
• Allow selection of multiple transmission types in Cardiac Devices filter grid

Charts

• Prevent simultaneous updates from overwriting work in Health Care Team flyout (optimistic locking)

Permissions

• Rename 'Retrieve Patient Eligibility Information on Demand' to 'Retrieve Patient Eligibility Info'
• Rename 'Manage Social History and Family Health History' to 'Manage History'

Cardiac Devices

• Add Favorite Filters list, for one-click access to commonly used filters
• Visually indicate which transmission in the grid will be shown for Resume Queue
• Prevent multi-user conflicts for inline editing of Physio/Anticoagulant/Pacer
• Show all past impressions in transmission view
• Rename 'Export Transmission Summary Report' to 'Download Transmission Summary Report'

Lab Reports

• Display long result comments on multiple lines in lab report PDFs
• Include patient's middle initial on lab report PDFs

Scheduling

• Do not create an appointment reminder call for tentative appointments

Reports

• Add new report: Twilio Usage

Chart Activity Timings

• Add new Admin page: Chart Activity Timings
• Allow activity timings search by date range
• Allow users to download chart activity timing data as CSV

Diagnostic Test Summaries

• Add 'PDF' indicator to non-entryform documents

Charts

• Allow zooming on scanned card images

Providers

• Show inactive providers in provider selection field

Cardiac Devices

• Allow per-user customization of the default search filters
• Rename "Remote Transmission Report" to "Transmission Summary Report"
• Allow inline editing of Physiologic Monitoring, Pacer Dependent, and Anticoagulant in transmission view
• Move transmission status editing to a one-click location for providers
• Add Archive button to View Bill Batches

Lab Reports

• Improve location extracting for labs from Schuylab and Trinity
• Automatically send lab reports to PHR when marked Review
• Allow exclusion from automatic send lab to PHR per provider in PHR Excludes

Mobile

• Fix display of radio buttons in Send Message to Provider

PHR

• Modify patient facing emails for more clear wording
• For password reset, send links with temporary tokens instead of temporary passwords via email
• Implement document viewing

Reports

• Add new reports: "Chart Timings By User and Category", "Chart Timings By Category", "Chart Timings By Patient"

Cardiac Devices

• Add 'Requires Follow Up' label to plans
• Add a Close button to signed transmissions for one-click status editing
• Show descriptions on Past Impressions
• Add View Bill and Edit Bill popups in View Bill Batches
• Allow editing bill ICD10 codes and monitoring providers
• Improve bill posting status icons
• Add refresh button to View Bill Batch
• Show a warning when attempting to post bills that have previously been posted

Mobile

• Make Add Appointment available in mobile

Surveys

• Add Manage Surveys admin page to add new surveys and modify survey properties

Scheduling

Managing Tentative Appointments
Patient-Facing Appointment Selection

• Increase text size on printed barcodes
• Add user permission Manage Schedule Template Annotations (SCHEDULE_TEMPLATES_ANNOTATIONS_MANAGE)
• Add pencil icons to edit schedule template annotations in Single Day Calendar Grid
• Sort tentative appointment list by appointment date/time

Reports

• Modify BMI Compliance report to use data from Vitals chart section
• Rename "Cardiac Signals Patients With Tx" to "Cardiac Signals Patients With Tx Count"
• Add new report: "Cardiac Signals Patients With Tx" with more detailed breakdown

PHR

• Modify the footer on patient record emails

Charts

• Add labels to Contact and Video Call icons in patient info ribbon
• Fix bug where Phone Number field did not appear in Add Appointment popup when in chart section
• Add Alternate Plan Names field to Add Insurance Plan

MQ Admin

• Improve search performance

Providers

• Add optional External ID field to Outside Providers
• Add optional second External ID field to Account Providers

Miscellaneous

• Fix bug incorrectly showing DOCUMENTS_VIEW permission is required error message
• Fix bug incorrectly showing TASKS_VIEW permission is required error message

PHR

• Add patient-facing appointment selection to allow patients to request tentative appointments
• Make Send Message to Provider available in mobile

Scheduling

• Add Print Labels button to the patient chart appointment list to print one-off barcodes
• Allow customized date of service for barcode label printing
• Add Tentative Appointments popup and review queue
• Add Replace Tentative Appointment popup to confirm tentative appointments
• Add calendar dates to the Rotation Templates grid

Documents

• Add Document Transition of Care History popup
• Add Lab Results Summary publishing to office notes

Lab Reports

• Prevent simultaneous updates from overwriting work in Edit Lab Report and Mark Reviewed (optimistic locking)
• Add Lab Summary Templates admin page for office note configuration

Cardiac Signals

Cardiac Signals Bill Posting

• Exclude unmatched devices from DFT bill posting

Audit Log

• Add Audit Log entries for report downloading, AMC report downloading and CQM report downloading

Cardiac Signals

• Add Pacing Percentage History popup to each lead in View Transmission Data Trends
• Add "Exclude from Billing" checkbox in Import Transmission
• Implement posting billing DFT messages from View Bill Batch
• Add Successfully Posted Bill Count column to View Bill Batches
• Add post DFT status icons to Prof and Tech columns
• Add user permission Manage HL7 Billing (CARDIAC_DEVICES_HL7_BILLING_MANAGE)

Reports

• Show report description and list of columns after selecting a report
• Add new report: "Cardiac Signals Charge Processing CPT Counts"

Scheduling

• Add "Default for Patient Requested" checkbox to Reasons
• Add "Allow Appointment Suggestions" checkbox to Assignments
• Show start time suggestions in Add Appointment, filtered using the provider's assignment
• Rename "Print" to "Print Appts"
• Rename "Print with Notes Space" to "Print Appts with Notes Space"
• Move print options into hamburger menu
• Rename "+ Appt" button to "Add Appt"
• Rename "+ Exception Block" button to "Add Exception Block"
• Fix formatting of apostrophes in barcode label printing

Diagnostic Test Summaries

• Allow custom field labels

Lab Reports

• Translate local codes imported from Labcorp to LOINCs
• Add "No Data" indication to empty panels on the PDF
• Add the Lab Report source to imported lab reports
• Add "Reviewed by" username to reviewed lab reports

Surveys

• Add field groupings, with each field optionally having nested child fields
• Allow disabling child fields based on the value of the parent field

Providers

• Add "External ID" field to Add Account Provider

Permissions

• Move permission hover text and descriptions to info buttons

CPT Codes

• Add CPT codes to the library: 93458, 93456, 93460, 92928, 93580, 93505, 92943, 33285, 33286, 75561

ICD10

• Update ICD-10 Code library to the 2021-01-01 ICD-10-CM release

Lab Results

• Import external Lab Reports into Lab Reports module instead of Documents
• Add Mark Reviewed/Mark Unreviewed functionality to Lab Reports
• Create new Lab Report PDFs
• Add Lab Report PDF options: Download, Print, Send to PHR
• Add a longitudinal view with text table and line graph to visually describe lab result trends
• Improve Lab Results grid
• Add search bar to Lab Results tab
• Create new task type Lab Results Followup
• Add Create Followup Task button to Lab Reports
• Add a Fax History popup to each lab report
• Add warning indication when a lab result LOINC description does not match the lab Result Description

Cardiac Signals Analytics

• Add Analytics popup to Cardiac Devices
• Add Cardiac Devices Analytics page to Admin
• Create various charts and tables to analyze remote monitoring statistics

Mobile

• Automatically switch to mobile lite version when a mobile device is detected
• Improve appearance of mobile PHR

Self Check-In

• Allow patients to confirm their information and upload their own insurance cards in the PHR

Scanned Cards

• Create new Scanned Cards chart section
• Allow users to upload photos from their computer or mobile device
• Allow users to capture a photo of their card using their mobile device

Surveys

• Add Surveys chart section
• Add Submitted Surveys and Required Surveys PHR sections

Scheduling

• Add support for Zebra label printers when Zebra Browser Print is installed
• Add Print Labels button to Schedule to automate Zebra label printing
• Improve Date Suggestions layout in Add Appointment popup
• Remove 'Rescheduled' option from Change Status for All popup

Lab Reports

• Automatically fax labs according to the auto-fax Labs checkbox in Healthcare Team

PHR

• Fix missing permission error in Send Message to Provider

MQ Admin

• Add Patient column to grid
• Add Patient filter

Patient Info

• Improve layout of Preferred Pharmacies tab

Documents

• Rename "DOS" column to "Date"
• Combine Date Scanned and DOS columns, to only show one date
• Add "(Scanned)" indicator in Date column when date is not DOS

Scheduling

• Add Additional Appointment tabs to Add Appointment
• Add a warning if an appointment location does not match the schedule template location
• Show AM/PM annotations on the Schedule Day Grid
• Separate [Invite] and [Meet] buttons into distinct columns on the main schedule grid
• Add confirmation popup to Invite button

Diagnostic Test Summaries

Diagnostic Test Summaries

• Add Diagnostic Test Summaries Specifications page to Admin Module
• Add Diagnostic Test Summaries section to some published documents

Vitals

• Improve error when multiple users try to edit vitals for the same patient at the same time

PHR

• Replace Providers search field with Health Care Team radio buttons in Send Message to Provider

Medication

• Improve error messages in Eligibility and Drug History tabs

Cardiac Signals

• Add Notify Provider button to transmission view

Problems

• Improve error when multiple users try to edit or delete problems for the same patient at the same time

Audit Log

• Improve display of audit log details popup

Scheduling

• Add Assignment dropdown to Add Exception Block popup
• Add Print-with-Notes-Space button
• Display AM/PM annotations on Single Day Calendar Grid

Documents

• Automatically send documents to PHR when signed
• Add per-provider, per-document-type excludes for auto-send-documents-to-PHR (in Account Providers Library)
• Convert Document Fax History to a flyout for inline viewing
• Change document actions list button to a "hamburger" button menu
• Move Snapshots buttons to the center of document header
• Add Preview Edit mode to signed and expedited notes, to show field content without amending
• Add keyboard shortcut "Ctrl+S" to save entry forms in edit mode

Patient Summary

• Rename 'Active Med List' to 'Patient Summary'
• Move Print Patient Summary to the actions list in the chart header
• Replace Diagnostic/Chemistry Data Review in documents with a single freetext field
• Add Diagnostic Test Summary to Patient Summary

Reports

• Add "Document Snippets" report

PHR

• Add Request Appointment button
• Add Request Reschedule button to appointments
• Email get-temporary-password link to new PHR users for delayed signup

Cardiac Devices

• Add Requires-MD-Review billing status icon to View Transmissions

Medications

• Improve error message when attempting to add a duplicate therapy
• Add Action, User and Recorded Date/Time filters to Medication History
• Improve layout of Medication History

MQ Admin

• Add Rerun button to single message cards
• Remove redundant account name from stream names
• Add Skipped status
• Add "Sched Retry" column to better manage retrying failed messages

Indexing

• Add Patient filter to Indexing Jobs

Miscellaneous

• Remove ellipsis ('...') from several buttons throughout app
• Improve missing user permissions error messages throughout app

Orders

• Unify order type entry forms (one form for all types, instead of one form per order type)
• Add new order types - Cath Lab, EP Lab, Exercise Stress, MRI, Spirometry, PET, TEE, TTT, Remote Monitoring, X-ray

Tasks

• Unify task types for Prior Auth & Schedule Order (one task type, instead of one per order type)
• Unify task types for Pending Signature for Order (one task type, instead of one per order type)

Cardiac Device Recalls

• Add matching by serial number
• Allow manually adding and removing recalls from specific devices
• Add Device Recall History table to devices in patient charts
• Add freetext comment field to View Recalls Grid
• Add 'Acknowledge' buttons to each recall in View Recalls Grid
• Add Remove from All Devices and Deactivate Recall buttons to View Recall popup

Cardiac Devices

• Add Device Information button to View Transmission tab header
• Add searching by manufacturer, serial number, and patient DOB to Select Unmatched Device
• Improve layout of Add Device popup
• Fix bug in Cardiac Device Alerts that displayed 'lessthan' sign incorrectly
• Improve display of Reposition Recent Transmissions popup

MQ Admin

• Remove unnecessary columns from grid - Job Creation Date/Time, Account

Appointment Reminders

• Limit search results to 1000 rows
• Set the date range filter to default to the last 7 days
• Restrict the date range filter to no more than 35 days at a time

Scheduling

• Improve error handling when two users are working on the same templates at once
• Unchecking Select All Providers checkbox in Add Provider Exception Day Templates popup now removes all providers

PHR

• Remove columns from Appointments grid - Created By, Phone, Duration
• Exclude inactive PHR users from email notifications

Indexing

• Reset filters to default values after closing Indexing Jobs or Batch Scan Jobs popup

Reports

• Add "Patient Referral" column to "Patients with Recent Documents" report

Login

• Add 'Forgot Password' link to login page

PHR

• Allow users to reset their own password with 'Forgot Password' link
• Add Appointments section
• Notify PHR users by email when a new appointment is created for them
• Add a PDF attachment selector to Send Message to Patient/Representative
• Add Print and Download attachment buttons to Received Messages grid

Scheduling

• Allow editing dates in Exception Day Templates
• Allow configuring Default Assignment for Exception Blocks
• Display Last Modified Date on Exception Day Templates
• Add optional free-text annotations for AM and PM on Day Templates and Exception Day Templates
• Add filters to Exception Days: Created Date/Time, Last Modified Date/Time
• Add columns to Exception Days grid: Created By, Last Modified By

Patient Info

• Add Incorrect Information free-text field (hidden when empty)
• Add Advanced Directive checkbox
• Add Living Will checkbox
• Add DNR checkbox
• Add Power of Attorney free-text field
• Add Patient Referral dropdown
• Rename 'Address' to 'Primary Address'

Health Care Team

• Add checkbox in charts header HCT flyout to change Fax on Sign by Default inline
• Add an edit button to charts header HCT flyout to bring the user to the HCT edit page

Faxing

• Configure faxage time zone behind the scenes per account
• Disable Add button in Sign & Fax & Notify popup for providers who are already on the fax list

Cardiac Device Alerts

• Allow user to specify any field in Condition Field as free text

Orders

• Add Print button to view order popup

Reports

• Add new report - Patients with Recent Documents
• Add new report - Scheduling Exception Days
• Add Patient Count column to Clinical Quality Measures

MQ Admin

• Do not auto-retry a message job failure that has been manually rerun
• Remove need for scroll bar in MQ Message Details popup

Documents

• Focus keyboard on first field when hitting Alt+L (or Cmd+L) in a document
• Remove need for scroll bar in Fax History popup

Download Documents

• Incorporate download-documents into Download Jobs

Medications

• Fix Compare with PDF document

Unsigned Reports

• Add an 'X' to provider selection field to allow clearing

Indexing

• Allow retrying failed Index Jobs
• Improve filters for Indexing Jobs and Batch Scan Jobs

Miscellaneous

• Center the Close button in working dialog

Cardiac Devices

• Add Leads tab to Devices module
• Add optional free-text Device Warning field
• Display 'Device Warning' badge on transmissions with device warning
• Do not match cardiac device recalls to deceased patients
• Do not allow inactive providers to be set as a monitoring provider

Orders

• Allow users to complete orders when Prior Authorization has been denied
• Add No Reason Selected and Any Reason Selected options to Schedule Delay Reason filter

Patient Info

• Add optional Additional Addresses fields
• Add Fax button to General tab in Patient Info
• Add Declined Portal Enrollment checkbox
• Add Allow Third Party Access checkbox
• Add RHIO Consent dropdown
• Improve error message when attempting to remove an insurance plan that is being used by a patient

Charts

• Display patient's 'Call Me' name in charts header
• Add Fax on Sign by Default column to Healthcare Team flyout in charts header
• Remove 'Required for Meaningful Use' and 'Required for PHR' labels from Add New Patient screen

Scheduling

• Allow editing appointment location
• Add Provider-in-Room field in room schedule grid
• Add 'PAST' label to date selector in Add Appointment popup for previous dates
• Do not make reminder calls for deceased patients

Faxing

• Allow adding non-defaulted providers Sign & Fax from the healthcare team to the fax list with one click
• Set default fax priority to low
• Add a refresh button to Fax History popup
• Fix display of Date of Sending in Fax History popup

Documents

• Display document type Delete Document confirmation popup
• Improve display of document tabs when many tabs are present
• Remove 'source' column from document list
• Shorten 'datatype' column in document list

Medications

• Improve error when prescribing a drug marked as not-managed by the account
• Delete the old therapy in Delete + Write New Rx

Tasks

• New Task Types - Nuclear Pet and Nuclear Amyloid
• Improve Task Type filter display

Reports

• Add new report - Cardiac Signals Patients with Tx
• Add columns to Download Jobs Grid in Clinical Quality Measures

MQ Admin

• Allow filtering by multiple Stream Names
• Add a refresh button to MQ Message Details popup
• Allow filtering by multiple MQ Message IDs

Document Snapshots

Document Snapshots

• Create a PDF snapshot upon signing
• Make the latest signed snapshot the official record of the note, for all purposes
• Signed snapshots will not change when the patient chart changes
• Add a new view, Publish Preview, which reflects the previous 'live' view of notes
• Include internal addendums like datasheet on Publish Preview only

Audit Log

• Implement fast audit log searching by user, by patient, or both
• Limit date/time range to be 35 days or less
• Require a date/range and either user or patient or both
• Add 'Search' button to show up to 100 results in the browser
• Add 'Search and Download as CSV' button to download up to 10,000 results in a spreadsheet
• Add info button to Audit Log entries displayed in the browser to show more information, like changes

Cardiac Device Alerts

Cardiac Device Alerts

• Add Priority, Manufacturer, and Device Type fields to Custom Alerts
• Automatically match transmissions by custom alert Mfg+DeviceType, in addition to conditions
• Replace Alert icon with one that indicates priority (!) (!!) (!!!)
• Allow searching of transmissions by alert priority

User Roles

User Roles

• Add 'Roles' section to Admin module
• Allow users to create a new role and assign permissions to this role
• Assign a role to a user to give them all included permissions at once
• Remove a role from a user to remove all perms that are not part of another role the user has

Tasks

• Persist pending task comments when navigating to other ESH modules
• Prevent matching patient to invalid eRX tasks (unknown drug), instead of creating duplicate tasks

Faxing

• Add faxage priority to Fax Document popup with options 'Low Priority', 'High Priority'

Documents

• Add Location, Datatype (EntryForm or PDF), and Source (ESH or HL7) columns to Document List
• Allow printing Datatype=PDF (imported) documents from the Document List

Scheduling

• Do not make reminder phone calls for same-day appointments

Cardiac Devices

• Rework Add Device tab into Add Device popup
• Do not allow only inactive providers to be set as a monitoring provider for a transmission

Miscellaneous

• Change color of information (i) buttons throughout app

Cardiac Device Recalls

• Add new admin module for recording device recalls
• Add badge to Device tab in patient charts indicating device is recalled
• Add badge to transmissions for recalled devices

Cardiac Devices

• Improve layout of View Transmissions

Charts

• Add ability to search for patients by phone number
• Fix bug where sometimes patient chart navigation bar would be empty

Research

• Refresh study names in list after editing
• Fix double-loading research when opening a document in charts for the first time

Documents

• Rename 'Set Encounter Info' popup to 'Edit Document Info' popup
• Add (i) button to document list to open 'Document Info' popup
• Move PHR/API available info from 'Edit Document Info' popup to 'Document Info' popup

Problems

• Prevent simultaneous edits by different users from overwriting each others' changes (optimistic locking)

Faxing

Fax on Sign

• Add Fax History popup to documents for a detailed history of all faxes sent for the document (since this release)
• Incorporate fax-on-sign into the Sign & Fax & Notify button in documents
• Add Sign & Fax & Notify popup, to manually edit the fax recipients and task recipients
• Replace nightly faxing with fax-on-sign

Health Care Team

Health Care Team

• Allow provider type/specialty to be empty
• Add Health Care Team to printed Med List
• Include Health Care Team Providers by default in fax-on-sign, unless Fax-on-Sign is disabled for that care team member

Download Documents

Download Documents Module

• Add new Admin Tool "Download Documents"
• Allow users to generate a password-protected ZIP file with PDFs for a given DOS and doctype/class
• Add filters like Provider, Location, and Status to produce more specific ZIP files
• Add new user permission "View Download Documents"

Cardiac Devices

• Flatten the View Transmissions popup into a tab
• Reorganize the View Transmissions tab, improving impressions/plans layout
• Add Impressions filter to main Cardiac Devices search grid
• Allow users to open a recent tx for the same patient in another tab, to allow easy switching
• Add search filters to Recent Transmissions to allow searching by past impressions
• Make patient name in Billing a link to the patient chart

Vitals

• Add radio button "( )lbs ( )kg" to select imperial/metric units for Weight
• Add radio button "( )in ( )cm" to select imperial/metric units for Height/Waist/HeadCirumference
• Auto-convert from metric to imperial when saving in metric (values are stored in imperial)
• Continue to display values using imperial units in the Vitals grid
• Continue to auto-convert from imperial to metric when exporting the values for certain external uses (e.g.: CCD)

Medications

• Implement optimistic locking for Medications to prevent two users from saving without seeing each other's updates first
• Do not update Meds out from under the user when another user makes changes
• Add refresh button to see the most recent changes
• Add explicit Mark Documented history table, in addition to meds history table, to be consistent with allergies/problems

Med Concerns

• Add Mark Documented history table

Problems

• Add Mark Documented history table

MQ Admin Module

• Add Archived status option to MQ Message
• Add filter to show archived messages only

Task User Groups

• Display inactive users in red in edit TUG view

Mobile

• Improve appearance of documents

Admin Module

• Add "create template from" functionality for impression/plan templates

CPT Codes

• Add CPT codes to the library: 78803, 78459

Charts

• In patient search, require 4-digits in the year for date of birth searches

Cardiac Signals

• Allow inline editing of impressions/plans in View Tx, instead of in another popup
• Move impression/plan templates to a new column in the View Tx popup
• Added tags to impression/plan templates
• Allow users to search by tag for impression/plan templates in impressions/plans selector
• Restrict template selection to account-wide templates, and those matching the monitoring provider
• Allow users to edit only one impression or plan at a time
• Add an info button on impressions/plans to show username+datetime impression/plan was created
• Improve layout of View Tx

Medications

Rx Fill, Rx Cancel, Rx Change Reference Guide

• Implement Rx Fill, Rx Cancel, and Rx Change electronic prescribing messages

Telehealth

• Expand Jitsi Meet viewer window

Tasks

• Replace Tasks feedback comet messages with System Notifications (they still auto-hide)

System Notifications

• Auto-hide system notifications
• Add support for offline notifications (fetched on next login)
• Add system notifications center
• Add a notification center (bell icon in banner bar) to review notifications received
• Add count of unread notifications to bell icon in banner bar
• Include datetime for all notifications

Cardiac Signals

• Allow user to create a chart directly from an unmatched transmission, recording a few essential device fields:
  
  • ICD-10 Indication, Physiologic Monitoring, Anticoagulant, Pacer Dependent, Primary Cardiologist
• Default the following values in Devices the first transmission is received:
  
  • Remote Monitoring Status = Active; Connectivity Status = Connected; Billing Status = Bill
• Improve display of Date/Time in Transmissions Grid
• Add comment to bookmarks
• Improve design of bookmarks UI
• Add new report "Cardiac Devices Non Remote Monitoring Patients" (all active pts without a cardiac device, with a document "Device Report - Scanned Document" with DOS in the date range)

Documents

• Add read-only Date/Time information in the Marked Available actions on the Set Encounter Info popup to allow users to investigate why an encounter was not included in the RT 2a Report.
• Improve error when user tries to delete a document that was sent or downloaded as a transition of care, or was made available in the Patient Portal or API
• Improve error when user tries t oamend a locked document

Medications

• Fix bug preventing sending EPCS messages for patients with apostrophe in their name
• Implement Deny/Cancel Rx surescripts messages
• Improve formulary display for really long formulary labels
• Include extra severities (aside from mild/moderate/severe) in contraindications
• Style severe-like severities (fatal, moderate-to-severe) similar to severe

Med Concerns

• Remove Comet from Med Concerns, including message to refresh to display recent updates
• Implement optimistic locking for Med Concerns to prevent two users from saving without seeing each other's udpates first
• Record date/time creation in med concerns (for improved auditing purposes)

Admin Module

• Remove Comet from Tasks Admin and TUGs
• Improve help hovertext in Bill Batches grid
• Prevent duplicate location codes
• Improve display of Appointment Reminders admin (adapt to screen size, remove double-scrollbars)

Scheduling

• Remove Comet from Scheduling
• Add 30s polling (will not remove appointments deleted by other users, but will update canceled/rescheduled appointments)
• Prevent error message when user clicks on an appointment squircle when adding a new appointment

Orders

• Prevent click on the Orders grid actions button from simultaneously opening the Actions popup and the Order popup
• Improve display of "Last F/U Date" in Orders grid (will not wrap at minimum supported resolution, 1280px wide)

Logout

• Do not ping the server after user is logged out due to inactivity

Patient Info

• Improve display of Preferred Pharmacies in Patient Info (remove double-scrollbars)
• Improve layout of Other Contacts tab in Patient Info

Miscellaneous

• Notify user in all cases when the CQM bundle is created
• Add SNOMED-CT Code 15964901000119107 Atypical Atrial Flutter (disorder) to the SNOMED-CT library

Telehealth

• Add Jitsi Meet support directly in escribeHOST
• Add button to Schedule grid and Charts header to send SMS/email to the patient with a link to join a Jitsi Meet room
• Add button to Schedule grid and Charts header to open a Jitsi Meet room directly in ESH

Tasks

• Add Task Limit Selector to choose 50/100/150/200 tasks to display on-screen at once
• Add Location multi-select filter (user can select one or more locations)
• Add "Tasks without location" option to Location multi-select filter
• Add permission Task Limit Selector permission to control the selector
• Improve error messages with technical details when matching Patient or Provider in Lab Report Tasks
• Performance improvements when fetching tasks (most noticeable in Recent Archives)
• Replace Comet with polling in Tasks for backend efficiency (it can now take up to 30s to receive some task updates)
• Fix bug where sometimes Task Inbox is empty when multiple searches happen at the same time
• Improve the display of the "Add Me" popup when adding self to a task (was overlapping with another widget underneath)
• Show a loading indicator while tasks are still being loaded

ICD10

• Add new ICD-10 code U07.1 for COVID-19

Cardiac Signals

• Allow creating a new pt chart for UNMATCHED transmissions with a single click
• Add permissions Create Pt from Unmatched Tx to control the button
• Replace CPT code 93299 with G2066 in the Billing reports for 30-day Technical bills (Physio and Monitors)
• Require Manage Cardiac Devices to use Mark as Urgent button

Documents

• Prevent re-loading the patient chart multiple times when navigating to the Documents chart section via bookmark/URL
• Fix bug where browser would freeze when user clicks "Close Without Saving Changes" when closing a chart

Patient Info

• Allow entering any number of insurance plans
• Add Effective Start Date and Effective End Date for each Insurance Plan
• Rename all insurance plans after secondary as "Additional" (no longer says "Tertiary" for any plans)

Admin

• Improve style of Procedure Mapping, Problem Mapping, MQ Admin

System Notifications

• Replace Comet with polling (notifications may now take up to 30s to be delivered)
• Rename 'Notice' to 'Notification'
• Rename 'Warning' to 'Critical Notification'
• Remove redundant Close button from notifications (the [x] button still closes it)
• Prevent closing Critical Notifications by clicking 'outside' the message (click the [x] to close)

PHR

• Fix display of apostrophes in the patient name label in the PHR
• Fix some broken CCDS documents (View Patient Health Summary was failing when lab results contained less-than signs)

Tasks

Tasks Quick Reference Guide

• Tasks is significantly modified to improve filtering and system performance, and to reduce response time.

Patient Callback

• Add Twilio integration to allow users to make phone calls in escribeHOST between patient and user-defined callback number using the client's Twilio account
• Allow user to set his/her callback number in the account user tool in the top banner bar
• Add a direct-call button next to the patient's phone number in charts (inside the Phone popup in the header) and tasks (inside the phone popup)
• Show the direct-call button ONLY if Twilio is configured, the user has Patient-Call permission, AND the user has a callback number set

Appointments

• Display URLs in comments as clickable links that open in new tabs
• Allow newlines in comments when editing existing appointments (not creating new appointments)

ICD10

• Standardize on ICD-10 Codes for 2019-2020 in Problems chart section and all entry forms
• Deprecated codes (removed from the library but still in use in escribeHOST) are not shown when searching for new codes, but are displayed when previously selected.

Cardiac Devices

• When two users are in the same transmission, notify second user to refresh the data when the first user has added a bookmark
• Modify the choices in the Adjusted Co-Pay field to: No adjusted co-pay [NO], Reduced co-pay [RCP], Exempt co-pay [EX], and Exempt co-pay (Medicare) [EXM].
• Modify the Bill Batches grid and print version: remove the Cycle column and add new column "RCP" to display value in Adjust Co-Pay field.
• Tweak display of Alerts, Cardiac Devices Impressions, Plans, Plan Templates, Impression Templates
• Display a warning message if user attempts to navigate away from Edit Device, to prevent losing unsaved changes
• Exclude from Cardiac DEVICE billing any Monitor Transmissions that have been marked as "Excluded"

Documents

• When reconciling values in an imported CCDS, allow user to select only valid values
• Hide the Set Encounter Info option if user does not have the Edit Document permission (DOCUMENTS_EDIT)
• Improve performance of choicelists (store choice values directly)

Patient Info

• Add new tab in Patient Information: Health Care Team
• Move Providers and Other Care Team Members to the HCT tab
• Automatically assign Payer field (for CQM) based on selected Primary Insurance Plan (payer for plans is configured in admin module)
• Include Functional Status and Cognitive Status when printing Patient Info
• Limit the City field in Patient Information to 25 characters

Med Concerns

• Add a Mark Documented button to allow user to record that the date/time the Med Concerns list was confirmed
• Update the Last Updated date/time when user clicks Mark Documented

Problems

• Add a Mark Documented button to allow user to record that the date/time the Problems list was confirmed
• Update the Last Updated date/time when user clicks Mark Documented

Medications

• Display Location field on the Prescribe New Therapy, Renew, New Rx popups when user selects a Provider who has Locations/TINs assigned
• Display COO (Benefit Coordication) data when Prior Auth is RxChange, to allow the prescriber to communicate with the right payer
• Return user to DrFirst when approving a change to a controlled substance

Admin Module

• Improve layout of Admin modules
• Prevent unnecessary scrolling on minimum supported resolution (1280x600)

PHR

• Prefill the date of service in View Patient Health Summary to the latest available
• When only one Office Visit is available for the selected DOS, select that OV by default
• Inform patient that no Office Visit is available for selected date

Permissions

• Create new permission labeled Call Patient (PATIENT_CALL) to allow user to set callback number and call patients in ESH using twilio

CQMs

• Include Discharge Summaries documents (in addition to Office Notes) for determining initial population for CMS 135 and CMS 144
• Fix the algorithm for determining start date for inclusion in the initial population for CMS 135 and CMS 144

Vitals

• Fix bug where an error was shown when clicking on empty row in Vitals
• Display "N" in Counsel column if Dietary Surveillance Counseling checkbox is not checked

Admin

• Standardize the display of the Timeboxes on the Create Data Export Job popup in Admin

Orders

• Expand the clickable area in the Patient column in the Orders list
• Add these CPT codes to the CPT library:
  • 78431 Cardiac PET Perfusion, multiple studies with CT transmission scan; Cardiac PET Perfusion, multiple studies with CT transmission scan
  • 76706 Abdominal Aortic Aneurysm (AAA) Ultrasound, with real time with image documentation, screening study

Cardiac Devices

• Allow user to mark txs as excluded from Physio/Device billing
• Add a filter to Create Bills UI "Allow transmission to be excluded" to allow overriding excluded
• Hide Delete Bookmark if user does not have Manage Cardiac Dev Txs permission

Tasks

• Tweak style/colors of Due Date label to distinguish between due today and overdue

Patient Education Resources

• Add Provider field to allow users other than logged in provider to identify/send resources (included for RT3 AMC)

Problems

• Update the ICD-10 Code library to the 2020 release, adding new codes and deprecating deleted codes
• Allow users to re-order problem list, even if legacy problems without ICD-10 exist

Orders

• Hide Add Order button if user does not have Manage Orders permission

CCDS Reconciliation

• Do not allow Reconciliation of problems without SNOMED or allergies/meds without RxNorm
• Keep the Reconcile CCDS tab enabled when expanding after collapse

Documents

• Reorganize document dropdown functions
• Remove obsolete function from document dropdown: Create Clinical Summary
• Remove obsolete function from document dropdown: Download Immunization HL7
• Remove obsolete function from document dropdown: Download PHR HL7
• Remove obsolete function from document dropdown: Create and Download CCDS (replaced by the Download TOC option)

Automated Measure Calculations

• Add patient MRN added to all AMC reports
• Add descriptions and criteria for numerators/denominators to all AMC reports
• Require fields for generating: Report Type, Start Date, End Date (if provider is blank, include all providers)

QRDA

• Updated Encounter CPT code from "EM Code" field in office notes in 2018/2019
• Add Patient Procedures to the QRDA files for CMS68, CMS144, CMS347

Medications

• Display "Meds Not Documented" in medications History popup
• Hide location field in New Rx/Therapy popup when no TIN is available
• Update Last Modified Date when user clicks Mark Documented/Mark Not Documented

Admin Module

• Add client-wide Time Zone section in Account Contact in Admin Config
• Fix timezone related issues in Data Export Download
• Add (i) tool to display the timezone
• Allow user to hover to see the full text of long CPTs in Orders Config

PHR

• Inform patients no health summary is available when no Office Notes have been marked available in PHR
• Default select the most recent date of all Office Notes that have been marked available in PHR
• Move rarely used Download/Send buttons in View Patient Health Summary popup to a [More] button

User Permissions

• New perm "Receive Admin Tasks": users that will receive system-generated tasks
• New perm "Manage PHR Documents": controls options in document dropdown: Send Document PDF to PHR, Make CCD available in API/PHR
• New perm "Manage PHR Education Resources": controls Create Patient Health Education Resource in MedlinePlus Connect Results popup
• New perm "Manage TOC CCDS Documents":
  • controls options in document dropdown: Send TOC, Download TOC and Mark TOC receipt confirmed
  • and patient chart hamburger menu: Download CCDS, Import/View CCDS, Show Received TOCs,TOC Requests.
• Disallow account admins from changing permissions of Audit Log

Audit Log

• Fix some irregularities in audit log entries

Lab Reports

• Fail on partial data adding (entry selected but not added)

Exception Day Templates

• Fail on partial data adding (dates selected but not added)

Family Health History

• Fail on partial data adding (diseas selected but not added)

Providers

• Fail on partial data adding (TIN selected but not added)

Publishing

• Fix publishing of Allergy Reaction

Research

• Improve error message when user edits research profile on deleted studies

Interventions

• Implement Interventions Not Done Feature
• Fix persisting value in the End Date field when adding an Intervention and require Start Date

Promoting Interoperability

• Allow user to Send Transitions of Care (TOC)
• Allow user to Download TOCs
• Allow user to Import and View a CCD
• Allow user to make an office visit available/unavailable in PHR for generating CCD file

Patient Charts

• Display the working spinner popup when a chart is being deleted.

Documents

• Add Set Encounter Information option to the Document dropdown for Office Notes (required for CQM reports)
• Modify the actions available in the Document dropdown for Office Notes

Reports - AMCs

• Implement the following Automated Measure Calculations
  • RT1 ePrescribing
  • RT2a Patient Electronic Access
  • RT3 Patient Education
  • RT4a View Download Transmit
  • RT5 Secure Messaging
  • RT6 Patient-Generated Health Document
  • RT7 Transition of Care
  • RT8 Receive Incorporate
  • RT9 Reconciliation

Reports - CQMs

• Implement the following Clinical Quality Measures
  • CMS68/MIPS130 Documentation of Current Medications
  • CMS69/MIPS128 BMI
  • CMS135/MIPS005 Heart Failure: ACE/ARB for LSVD
  • CMS138/MIPS226 Tobacco Use
  • CMS144/MIPS008 Heart Failure: Beta Blockers for LVSD
  • CMS347/MIPS438 Statin for Cardiovascular Disease

Problems

• Remove the Mark Reconciled button (problems are reconciled in Transitions of Care)
• Display Reconciled date/time in the row below the Problems header bar
• Update the Last Modified Date when user clicks [Reconcile Problems] in Transitions of Care
• Add ICD-10 code E78.00 "Pure hypercholesterolemia, unspecified" to the ICD-10 library
• Add ICD-10 code E78.00 "Pure hypercholesterolemia, unspecified" to Encounter Diagnoses in Office Note

Social History

• Modify the UI for Tobacco Use data entry assessment/counseling
• Add Reason Not Done for assessment/counseling
• Add additional more granular SNOMED-CT codes to record smoking status under a new "Other" radio button (not needed for CMS138)

Medications

• Improve contraindications warnings and icons, and add counter bubbles for severe/non-severe
• Replace [Mark Reconciled] with [Mark Documented] (meds are reconciled in Transitions of Care)
• Display Reconciled action in History when user clicks [Reconcile Medications] in Transitions of Care
• Add Meds Not Ordered tab to record the reason why a medication was not ordered for the patient
• Add [Mark Not Documented] button in Meds Not Ordered to document why the meds could not be documented
• Add an ICD-10 field when creating therapies
• Display ICD-10 inside the (i) to the right of the therapy, along with RxNorm code
• Correct calculation to give provider numerator credit for RT1 ePrescribing when clicking Approve for eRx Refill Requests.

Med Concerns

• Add Severity field to Add/Edit Med Concern popups
• Display RxNorm code for selected substance on the Add/Edit Med Concern
• Display RxNorm code in the (i) to the left of the Substance name on the Med Concerns grid
• Remove the Mark Reconciled button (med concerns are reconciled in Transitions of Care)
• Display Reconciled date/time in the row below Med Concerns header bar
• Update the Last Modified Date when user clicks [Reconcile Med Allergies] in Transitions of Care

Interventions

• Implement Interventions Chart Section to capture clinical interventions for calculating AMCs and CQMs

TOCs

• Allow user to import and integrate Transitions of Care
• Allow user to reconcile Meds, Med Allergies, and Problems

Admin

• Modify Contraindications section in Admin make a visual distinction between the two categories:
  • Drugs and Food Interactions
  • Allergies, Intolerances, Ineligibilities, and Adverse events
• Group Med Concern contraindication severities:
  • Severe: "Fatal", "Severe", "Moderate to Severe"
  • Moderate: "Moderate", "Mild to Moderate"
  • Mild: "Mild"

PHR

• Add a new section "Patient Communications" to allow providers to record info received from the patient or representative
• Use Patient Communications to exclude patients from certain CQM denominators
• Modify UI to meet WCAG - Web Content Accessibility Guidelines

Patient Info

• Add Effective Start Date and Effective End Date for the Payer field on View/Edit Patient Info UIs

User Permissions

• Disallow setting Audit Log permission in the Admin UI (permission checkbox is removed)
• Allow users with contacts view+manage, but NOT view patient info, to access all features on Contacts tab

CPT Codes

• Add CPT codes to the CPT Library: 92004, 92014, 99305, 99239

Scheduling

• Remove No Show appointments from the View Grid

Appointment Reminders

• Fix bug where patients with one canceled appointment would not get a call for a non-canceled appointment on the same day

Clinical Decision Support Interventions

• Implement Clinical Decision Support Interventions (CDSI)
• Add automatic CDSI support for reconciliation actions

Incoming Lab Results

• Do not automatically match inactive providers to incoming lab results (require user-intervention)

Cardiac Devices

• Display data for only one device at a time based on selected device tab
• Export Tx Report PDF: improve the layout
• Export Tx Report PDF: list only starred episodes
• Export Tx Report PDF: omit Leads, Parameters, Zone Settings and Data Trends sections for MONITOR devices
• Export Tx Report PDF: add Alerts under the Transmission Comment row
• Export Tx Report PDF: remove the codes from Impressions and Plans

CCD

• Allow users to view CCD XML documents (e.g.: transfer of care)
• Allow users to save CCD XML documents in patient charts
• Allow users to generate and Download a CCD XML document from a given office visit (does NOT increment MIPS numerator)
• Allow users to generate and Send-via-email a CCD XML document from a given office visit (NOTE: email is not yet configured)
• Allow users to mark ToC receipt confirmed for a given office visit in the document dropdown

Reconciliation

• Allow users to incorporate Meds, MedConcerns, and Problems from CCDS XML documents
• Add split screen functionality for users with wide monitors to view Patient Chart and CCDS at once

AMC

• Add Automated Measure Calculation reports
• Default report date range to the current calendar year

PHR

• Allow user to mark a message to a patient/representative as a Reply
• Allow patients to download CCD files for office visits that are marked available in the PHR

Patient Education

• Allow printing educational materials (does NOT increment numerators in Automated Measure Calculations)
• Allow marking educational materials as identified (does NOT increment numerators in Automated Measure Calculations)

Medications

• Add Last Updated timestamp
• Allow users to click Mark Reconciled more than once per day
• Display the RxNorm code of the selected medication in the popups adding a new Rx or Therapy
• Display (i) button on therapies with the RxNorm code for the medication

Problems

• Add Last Updated timestamp
• Change Reconciled timestamp from related (an hour ago) to absolute (11/23/2019 9:34 am)
• Change which columns are visible in main grid

Med Concerns

• Add Last Updated timestamp
• Change Reconciled timestamp from related (an hour ago) to absolute (11/23/2019 9:34 am)
• Display the RxNorm code of the selected substance in the Add Med Concern popup
• Display (i) button on Med Concerns with the RxNorm code for the substance

Documents

• Add two CPT codes for Transitional Care Managment Services to allow users to Set Encounter Type for these services

Patient Info

• Fix display of Incarcerated flag

Lab Results

• Allow user to edit LOINC or SNOMED-CT under the Result Organizer section of the Lab Result popup

History

• Add optional Reason Not Done to Tobacco use

Labs

• Rename 'Results' to 'Imported Lab Results' for HL7 labs
• Add (optional) new tab 'Lab Results' for recording Lab Results in a structured way with LOINC codes

PHR

• Display provider name and contact info at the bottom of the patient portal
• Allow patients to send attachments in messages to provider

Medications

• Allow future start/stop dates for therapies

Documents

• Allow users to set set code types for documents (similar to E/M codes in office note)

Patient Info

• Add a Care Team section, moving examiner and PCP from 'Medical Info' (this is for CCD/ToC documents, not for faxing, which is unchanged)
• Allow adding non-provider members

Documents

• Remove the following sections from Office Note entry forms: Vitals, Tobacco Use and Cessation, Problems, Immunization - Registry, and Procedures and Services
• Migrate data from Office Note entry forms to the new chart sections: Vitals, History, Problems, Immunizations, and Procedures
• Insert a new patient chart section tool in the vertical tool bar for each new chart section: Problems, Vitals, History, Immunizations, Procedures, and Misc Devices.
• Update document publishing to include all data relevant to a Date of Service but from the chart sections instead of the entryforms.

Problems

• New chart section to view and manage patient problems
• ICD-10 codes are required to add new problems, SNOMED-CT codes are optional (but necessary for CQM/interoperability)

Immunizations

• New chart section to view and manage patient immunizations

Vitals

• New chart section to view and manage patient vitals measurements

Procedures

• New chart section to view and manage patient procedures

History

• New chart section to view and manage patient social history and family health history
• Social history includes Tobacco Use and cessation counseling
• Family health history does not replace any existing section in the Office Note entryforms

Misc Devices

• New chart section to record identifying data for medical devices that are NOT managed in Cardiac Devices

Patient Education

• Add (i) buttons in Problems and Meds chart sections to obtain educational documents from MedlinePlus about specific drugs and problems
• Educational resources can be downloaded, printed, or sent to the new Educational Resources section in the patient portal

Passwords

• Show better field labels in the Change Password form

Patient Info

• Add Amendment Requests tab in Patient Info to manage requests from patients to change information in their records
• Allow multiple ethnicity selections
• Expand the selections for race and ethnicity to meet new standards
• Add new field "Functional Status" with related "as of" date
• Add new field "Cognitive Status" with related "as of" date

Admin Module

• New admin section "Problem Mapping" to map ICD-10 codes to SNOMED-CT codes (required for CQM/interoperability)
• New admin section "Procedure Mapping" to map CPT codes to SNOMED-CT codes (required for CQM/interoperability)
• Add Office Contact Information to the Account Contact section

User Permissions

• Perms for new admin sections: Manage Problem Mapping, Manage Procedure Mapping
• Perms for new chart sections:
  • View Problems, Manage Problems, View Vitals, Manage Vitals,
  • View Procedures, Manage Procedures, View Immunizations, Manage Immunizations,
  • View History, Manage History, View Misc Devices, Managed Misc Devices,
  • View Amendment Requests, Manage Amendment Requests

Tasks

• Display inactive users with a red strikethru line in Task and Task User Group recipient selectors

Appointment Reminders

• Implement feature to allow user to manually re-schedule a reminder call

Audit Log

• Add new audit log entries for Add/Edit/Delete actions performed in the new chart sections

Cardiac Devices

• Device bills are now suppressed when there is an existing (previously created) Physio bill
• Sort bills in View Bill Batches by Bill Date with most recent on top

Patient Charts

• Modify icons for the Patient Chart sections in the vertical toolbar to remove the labels and display label on hover

Patient Info

• Display dropdown listbox arrows in Edit View for Patient Info in Internet Explorer

Schedule

• Present a confirmation message if user attempts to create an appointment with a past date
• Change the column header on the Appointment Status History popup from "Date" to "Date/Time"

Providers

• Add a telephone number field labeled Mobile Phone under Fax number on the Add/Edit Account Provider popups

MQ Module

• Prevent Athena message failures for typical failure scenarios like all-zero placeholder phone numbers

Documents

• Add Location filter to the Documents landing page in Patient Chart
• Modify the incorrect ICD-10 Code, in place in all documents and also going forward, from "I74.89 Other hyperlipidemia" to "E78.49 Other hyperlipidemia"

Permissions

• Split Account Admin permission into individual permissions, and remove Account Admin
• If user attempts to navigate to a chart section they dont have access to, redirect to the first permitted section (top-to-bottom, starting with Documents)
• Add View/Manage Amendments permissions for the new Amendments tab in Patient Info

Admin

• Auto-hide any open popout menus on the left navigation bar in the Admin module when the user clicks outside it

Tasks

• Prevent error when adding Task Sub-Area

Audit Log

• Add Object ID as filter in Audit Log
• Display before and after values in the Audit Log for update Order including changes to Order Status
• Add new feature to create an Audit Log downloadable CSV file

Cardiac Devices

Cardiac Device Billing

• Replace the existing billing Report with a new billing Module. See attached reference document.
• Add Billing Status indicators to the top of the View Tx popup to info for current billing cycle
• Remove the Billing Start Date field from the Devices tab
• Add Import Manual Transmission with multiple PDF files in the same Save action
• Fix display of Alert icon issues across browsers
• Add an Urgent flag and filter for individual transmissions
• Create audit log entry for Add Manual Transmission
• Standardize the display of the file field on the Import Tx PDF popup across browsers.
• Implemented the backend and UI for Custom Alerts. Additional revisions pending.
• Add Audit Log entry for toggle Tx Urgency
• Show time in UTC when hovering over Tx Date/Time for clarity

Tasks

• Automatically unlock task when the user who holds the lock removes themself from the task.

Orders

• Add "No Follow Up" to the Actions listbox choices

Schedule

• Expand the width of the Unscheduled Order suggest box
• Update appointment grid display after deleting an appointment block
• Add "Machine Down" in the Missed Appt Reason listbox when Rescheduling an appointment
• Add appointment status history (including user who changed appt status) to View Appt popup
• Improve workflow linking orders and appointments

Admin

• Split Faxage out of Account Contact
• Change the label on the left side navbar for Account/Outside Providers

Miscellaneous

• Fixed a set of display issues with Internet Explorer.

MQ Admin Module

• Fit column headings on a single line instead of word-wrapping
• Allow manually importing MQ messages

Permissions

• Add new, separate permissions for Account Contact and Faxage in Admin.
• Rename perm CARDIAC_DEVS_MANAGE => CARDIACDEV_CONFIG_MANAGE
• Rename perm DOCUMENTS_MANAGE_SNIPPETS => DOCUMENTS_SNIPPETS_MANAGE
• Rename perm SCHEDULE_MANAGE_TEMPLATES => SCHEDULE_TEMPLATES_MANAGE
• New perm: SCHEDULE_ROOMS_MANAGE to control display of Rooms in Admin
• New perm: SCHEDULE_REASONS_MANAGE to control display of Reasons in Admin
• New perm: DEBUG to control display of debug bottom bar and [Close] button on the working popup
• Move checkbox for perm labeled "Manage PHR Users" to View PHR Chart Section
• Add checbox for perm labeled "Reset All PHR Users Passwords"

Appointment Reminders

• Skipped calls are no longer re-tried
• Exclude appointments for SW_CTA, SW_PET, and NUC_EST

Documents

• Improve confirmation message when deleting a document

Admin

• Small improvements to user permissions config screen
• Move Edit pencils on the right side of config tables

Charts

• Remove patient ID (not MRN) from chart header bar (patient ID is in the browser URL)
• Fix display inconsistency in height of chart header bar in Firefox
• Remove obsolete options from charts hamburger menu button
• Remove certain obsolete "Required For" indicators on patient info

Orders

• New permission for managing order mappings
• Do not show orders info in chart header bar if use does not have View Orders permission

Login

• Improve layout of notifications on login screen

Tasks

• New Task Type - Patient Appointment Request in Other Task Area

Orders

• Add link on Add/Edit Order popups to view the linked appointment

Schedule

• Improve performance of location+assignment popups in exception templates
• Require only APPOINTMENTS_VIEW permission and not APPOINTMENTS_MANAGE to see Next Appt Date in patient chart header

Medications

• Show better error message when therapy is deleted by another user while editing

Charts

• New layout and color scheme for Patient Info chart section
• Improve patient chart header layout

Admin

• Improve layout of Admin vertical navigation toolbar
• Reorganize options in Admin vertical toolbar

Appointment Reminders

• Increase max call attempts per patient from 3 to 6
• Spread call attempts out evenly throughout 3 times of day (2 in the morning, 2 at midday, and 2 in the evening)
• Delay call retries by an hour
• Fix typo in reminder type NONSHOW to NOSHOW

Miscellaneous

• Close Research Study popup when navigate away from patient chart using browser navigation buttons.
• Allow user to press enter on confirmation dialog popups to accept

MQ Admin

• Fix browser back navigation in MQ Message Details popup

Permissions

• Hide features instead of disabling them when user does not permission to access that feature
• Modify perm: PATIENT_INFO_VIEW to access Patient Info chart section, and patient contact info on tasks
• Modify perm: PATIENT_INFO_MANAGE to access Create Chart, Edit Patient Info, and "Mark no changes" on patient info
• New perm: LABS_VIEW to access patient chart labs section
• New perm: PATIENT_INFO_PHARMACIES VIEW to access Pharmacies tab in Patient Info
• New perm: PATIENT_INFO_PHARM_MANAGE to access of Add Pharmacy, delete, "Mark no changes" and re-order controls in Pharmacies tab in Patient Info
• New perm: PATIENT_INFO_CONTACTS_VIEW to access Other Contacts tab in Patient Info
• New perm: PATIENT_INFO_CONTACTS_MANAGE to access Add Contact, "Mark no changes", and Edit/Delete tools in Other Contacts tab in Patient Info
• New perm: TASKS_VIEW to access Tasks module and the Tasks chart section
• New perm: TASKS_MANAGE to access Add Comment/Note, Acknowledge, Resolve, Match Patient, and Match Provider tools in Tasks
• Rename perm TASKS_ADD_RECIPIENT to TASKS_MANAGE_RECIPIENTS
• Modify perm: TASKS_MANAGE_RECIPIENTS to access Add Others, and Add/Remove Me in the action dropdown in tasks
• Remove the RESEARCH_CREATE and RESEARCH_EDIT permissions and replace them with two new permissions.
• New perm: RESEARCH_VIEW to access Research module and Research tool in patient chart header
• Rename perm RESEARCH_EDIT to RESEARCH_MANAGE
• Modify perm RESEARCH_MANAGE to access "+Add Site", Edit Information, Active toggle, Edit study, "+Enroll", in Research module, and Edit pencil in Research in patient charts
• Modify perm: RESEARCH_CREATE to access "+Add Study" button in Research
• Rename perm DOCUMENTS_UNSIGNED_REPORTS to UNSIGNED_REPORTS_VIEW
• Modify perm: UNSIGNED_REPORTS_VIEW to access Unsigned Reports module (DOCUMENTS_VIEW is necessary to actually view documents)
• New perm: INDEXING_VIEW to access Indexing module
• New perm: INDEXING_MANAGE to access Import Batch, Indexing Jobs, Batch Scan Jobs, Mark Completed, and page controls in Indexing, and the "Import..." button in documents patient chart section
• New perm: ADMIN_MODULE_VIEW to access the Admin module
• New perm: USERS_MANAGE to access Users tool in Admin module (was part of ACCOUNT_ADMIN perm)
• New perm: PHR_USERS_MANAGE to access PHR Users tool in Admin module (was part of ACCOUNT_ADMIN perm)
• Rename perm PROVIDER_INFO to PROVIDERS_MANAGE
• Rename perm SURESCRIPTS_PROVIDER to PROVIDERS_SURESCRIPTS_MANAGE
• New perm: TASKS_USER_GROUPS_MANAGE to access TUGs tool in Admin module (was part of ACCOUNT_ADMIN perm)
• New perm: TASKS_SUB_AREAS_MANAGE to access Sub-Areas tool in Admin module (was part of ACCOUNT_ADMIN perm)
• New perm: CONTRAINDICATIONS_MANAGE to access Contraindications tool in Admin module (was part of ACCOUNT_ADMIN perm)
• New perm: LOCATIONS_MANAGE to access Locations tool in Admin module (was part of ACCOUNT_ADMIN perm)
• New perm: INSURANCE_PLANS_MANAGE to access Insurance Plans tool in Admin module (was part of ACCOUNT_ADMIN perm)
• New perm: PROBLEMS_MAPPING_MANAGE to access Problems Mapping tool in Admin module (was part of ACCOUNT_ADMIN perm)
• New perm: SECURITY_TOOLS_MANAGE to access Security Tools tool in Admin module (was part of ACCOUNT_ADMIN perm)
• New perm: AUDIT_LOG_VIEW to access Audit Log tool in Admin module (was part of ACCOUNT_ADMIN perm)
• New perm: SYSTEM_NOTIFICATIONS_MANAGE to access System Notifications tool in Admin module (tool previously controlled by ACCOUNT_ADMIN)

Tasks

• Add 'Remove Me from this Task' feature to tasks
• Use [X] button to archive task only (does not remove user from task)
• Do not automatically unarchive tasks when user adds a comment
• Automatically unarchive tasks when user's feedback is required

Orders

• Allow user to associate an appointment to an Order on the Add Appointment Popup
• Only allow orders with a blank Scheduled Date/Time to be associated with appointments
• Set the Scheduled Date/Time when associating an order to an appointment
• Show linked order in the View Appointment Popup

Schedule

• Persist filtered search results in Exception Days after editing a template

Medications

• Show better errors when editing a therapy another user deleted at the same time
• Disable Stopped By field if Stopped Date is empty

Patient Info

• Add new field Incarcerated in General tab of Patient Info
• Add new field Sexual Orientation on the General Tab of Patient Info
• Add new field Gender Identify

Miscellaneous

• Accurately scroll text in the System Notification UI.
• Update pdf software to latest version and prevent memory leaks.

Appointment Reminders

• Add Admin module for monitoring patient reminder calls

User Permissions

• Add new Patient Charts permission to control high-level access to patient charts

MQ Admin

• Change the name of HL7 Admin module to MQ Admin (Message Queue)

Login

• New look for login and logged out screens

Appointment Reminders

• Implement twilio integration for appointment reminders
• Add the Appointment Reminders subsection under the Manage Schedules tool in Admin

Schedule

• Allow changing reason when rescheduling an appointment
• Do not allow inactive reasons when overriding reason
• Do not allow adding inactive reasons to Assignments
• Indicate inactive reasons in the add appointment popup (when assignments still have inactive reasons)

Patient Info

• Make "Status as of" date field optional
• Allow setting "Can Text" checkbox when using contact for "Other Phone"

Reports

• Modify duration calculation for Appointment Duration report
• Add Pacer Dependent column to Cardiac Device Matched Devices report

Audit Log

• Fix pagination of audit log

User Permissions

• Change the Activate/Deactivate toggle button to a checkbox labeled "Allow user login"
• Add new permission: Manage Appointment Reminders

MQ Admin

• Rename HL7 Admin to Message Queue Admin, to allow future support of other protocols

Cardiac Devices

• Add created-by username to Impression and Plan
• Remove Billing Cycle field (inferred from device type and physiologic monitoring value)
• Sort impressions and plans by datetime added
• Fix error for BSX transmissions with Shock Energy but no Shock Number
• Allow user to open the HL7 message from the View Transmission popup

Schedule

• Add 'Change Status for All' feature to change all appointments in the filtered list shown (for upcoming patient reminder calls module)
• View Appointment patient link opens documents section of the patient charts
• Show View Appointment popup when clicking the appointment squircle on Provider/Room grid
• Allow selecting a date range in Exception Day Template filters
• Delay loading Exception Day Templates until user clicks search (skips initial unfiltered load time)
• Show a better error message when opening an appointment that was just deleted by another user

Orders

• Improve descriptions for these CPT codes: 92960, 93312, 93313, 93314, 93318, 93320, 93321, 93325, 93971
• Open orders chart section when clicking patient name in Orders grid

Patient Info

• Allow downloading patient info as a PDF
• Add 'Allow Texts' to patient info phone numbers
• Allow future dates for Status as-of date

Miscellaneous

• Fix misleading PHR recipient selection when navigating using bookmarks or URL editing
• Fix error message when changing default module under certain circumstances
• Show the Patient Search tool only if user has View Patient Info permission
• Fix pagination in the Audit Log (some entries were hidden under certain circumstances, last page tool did not work)

Schedule

• Modify the layout of the filters and tools on the top of the Daily Schedule
• Add time filter to allow user to filter by AM, PM, or All Times.

Orders

• Update the bubble counts on the Orders module tool when user clicks on the tool

Documents

• Allow user to create a pdf of the same document multiple times in the same session

HL7 Feeds

• Add loading indicator to the HL7 Message preview
• Allow manual importing of HL7 messages
• Remove PDF file contents from the HL7 message preview
• Trim the error message in HL7 messages to 125 characters (click ellipsis for full text)
• Persist HL7 Admin Grid filters until logout
• Change color of rows on mouse hover in HL7 grid

Patient Info

• Fix error when navigating browser manually to an invalid patient ID

Reports

• Add new report: Cardiac Device Billing Due Today

Locations

• Allow empty email in Add/Edit locations

Miscellaneous

• Add CPT codes to the library: 93294, 93295, 93296, 93297, 93298, 93299, 78803

Schedule

• Add new status: Reschedule Required
• Improve layout of filters

Banner Bar

• Improve mouse hover tooltips
• Fix changing default module

Reports

• Add new report: Cardiac Device Billing Due Today
• Add new report: Cardiac Device Last Transmission Date

Unsigned Reports

• Add prompt when navigating away while editing a document directly in unsigned reports

HL7

• Record the processing method used for HL7 messages at processing time

Banner Bar

New Banner Bar

• Unify the module bar and the top bar
• Add icons for modules

Reports

• Appointments: add cancel/rescheduled reason and date columns

Schedule

• Prevent the ellipsis popup from persisting in the UI when focus is removed

HL7

• Do not display the select-checkboxes when Rerun is not allowed
• Fix processing NEH messages

Admin

• Make sharper edges on the User lookup in Admin

Patient Info

• Modify the layout of the Insurance section of Patient Info to eliminate unnecessary headers

Vitals

• Restrict numeric input in Vitals fields
• Improve display of the Add/Edit Vitals popups to align fields and prevent text wrapping

PHR

• Eliminate extraneous error messages on PHR login

Unsigned Reports

• Warn when navigating away when there are unsaved changes in a note being edited

Miscellaneous

• Impose a shadow when cursor focus is on a checkbox

Reports

• Appointments: differentiate durations between provider/room appts
  • provider: checkin=>exam=>checkout
  • room: checkin=>testing=>checkout
• Appointments: remove columns, and add 3 new columns
  • MRN, CANCEL_RESCHEDULED_REASON, and CANCEL_RESCHEDULED_DATE

Orders

• Always display dates on one line without word-wrapping
• Display apostrophes correctly in orders list

Schedule

• Add 'Created By' filter to Exception Day Templates

HL7

• Improve filter widgets
• Fix typo for midnight '00:00 AM' => '12:00 AM'
• Clear all checkmarks from status filter on [Reset to Defaults]
• Date/time filters: clear and disable time when date is blank/cleared
• Date/time filters: default 'Start' time to 12:00am
• Date/time filters: default 'End' time to 11:59pm

Admin

• Fix double-click behavior in Contraindications Alerts
• Display provider names in audit log changes 'Description'

Research

• Prevent incorrect hiding of delete tool for Sites

Patient Info

• Added Payer to the Insurance section (required for certification)

Charts

• Allow deleting patient charts when appointments exist

Navigation

• Allow user to select initial module from the username dropdown in the header bar
• Do not show last-closed patient when clicking chart module in the top bar

Orders

• Add most-recent followup date column labeled "F/U Date"
• Show date/time, action, user, and comment for most recent action on mouse hover
• Update followup-date when a new action is saved
• Increase visible size of orders module

Schedule

• Display exception template creator's username and date/time created, on the list and individually
• Disable exception template [Delete Selected] button when switching between Provider/Room

Documents

• Remove unnecessary error message when returning to the Document List after deleting an open document

HL7

• Allow searching for HL7 jobs by message header and patient segments (MSH and PID)
• Add permissions for HL7 administration
• Allow user to refresh list of HL7 jobs

Admin

• Display Account Document Header in the View box of Account Settings even if address fields are blank

Audit Log

• Improve formatting of audit log descriptions for imported appointments

Snippets

• Allow selecting recently created categories

Schedule

• Warn users editing appointments that were deleted by another user at the same time
• Refresh View Grid when clearing Provider or Room
• Fix disabled Interval in Add Appointment popup
• Show an error when selecting dates outside existing Rotation Templates
• Refresh Appointments in the Daily Schedule after saving a new Appointment
• Clear the patient field when user closes the Add Appointment popup
• Use permissions to control whether documents and buttons at the bottom of the View Appointment are visible

Orders

• Add the [Add Action] function (including Followup Date) to the Orders grid dropdown
• Display Action History as view-only in the Order
• Migrate the Left Message on Machine value (LMOM) value from Schedule Delay Reason to Actions
• Persist selected filters on the Order module until logout

Mobile

• Display Patient Lookup as default landing page, if user does not have the View Appointments permission

Documents

• Standardize all document headers

HL7

• Add new module for viewing and managing inbound HL7 messages

Research

• Improve performance for research studies with many enrollees

Patient Info

• Improve validation errors on save
• Prevent trailing and leading whitespace in free-text fields
• Display PCP Office Phone and Fax Number in Medical section
• Improve and expand the list of preferred languages

Tasks

• Make new Task User Group selectable immediately after saving it

Reports

• Add Rooms to the Appointment Duration report
• Add new report: Appointments and Unsigned Office Note (all appts for pts with in-progress office notes)

Miscellaneous

• Improve performance of synchronization/server push

Orders

• Do not create Prior Auth/Scheduling tasks when a provider signs an order
• For canceled orders, display date and username of who canceled it in (?) tool

Schedule

• Improve performance for View Grid UIs
• Show Min/Max values on in View Grid and Add Appointment
• Add Completed appointment status for hospital appointments
• Require provider/room and patient before searching/selecting dates in Add Appointment
• Require provider/room and patient before entering time, reason, or duration in Add Appointment
• Fix bug where last added appointment was overlaid in View Grid popup
• Printed daily schedule now shows full text of comments
• Require 'Manage Patient Appointments' permission for [+Appt] button on the daily schedule
• Fix bug preventing clearing recently added assignment/location blocks
• Improve error message for invalid Contact Phone
• Improve date navigation in daily scheduled
• Highlight date suggestions on mouse hover
• Add Location to the bumplist
• Prevent updating appointment status when another user has already updated it

Admin

• Allow editing second-address-line in account settings
• Fix manual URL change navigation issue in Provider Library
• Show mismatched data when linking user and provider fails
• Remove non-plaintext values from Insurance External ID field in Insurance Plans
• Update the account provider information card after editing providers

Charts

• Change icon for vitals from a heart to a stethoscope

Meds

• Fix provider phone number display on the printed Rx
• Remove validation error when typing pharmacy phone number in Add Pharmacy

Reports

• Add new report: Appointments by Insurance
• Add new report: Task Open Count by Recipient

Audit Log

• Performance improvement when generating entries in the audit log

Patient info

• Bug fix when multiple error messages on Save

Schedule

• Persist filters in daily schedule until log out
• Allow user to add appointments from daily schedule (in addition to the user chart)
• Add MRN and DOB to the printed daily schedule
• New appt statuses: AMBULANCE (awaiting ambulance) and LEFT_WBS (left without being seen)
• Briefly highlight changes to appt status (blue for appts user changed, orange for appts others have changed)
• Open the Tasks Inbox on Log in if user does not have View Appointments permission
• Completely clear the Day Template box in the 20-day grid when user clicks Clear All on the Day Template popup.
• Improve performance of add-appointment popup
• Sort documents in Download Last Visit by appointment time
• Hide the documents list in Appointment Details popup if user does not have View Documents permission
• Refresh Next Appt when clicking refresh in Patient Chart header bar

Reports

• Count appts created in the date range for Appointments Created By User report

Tasks

• New task type Outpatient Telemetry Report in Reading Worklist Task Area

Admin

• Do no display inactive account providers in the Outside Provider Library
• When user cannot be linked to provider because of mismatched data, inform the user which data does not match

Schedule

• Initial schedule module release
• Migrate appointments from MedicalManager to escribeHOST
• Migrate patient appointment warning settings from MedicalManager
• Fix some navigation issues
• Add creation datetime to Appointment Details
• Disable Add Appointment button if patient status is Inactive, Discharged, Transferred, or Deceased.
• Add mobile view of daily schedule for small screens
• Allow user to start typing immediately after clicking X to clear the Provider suggest box on the Add Appointment popup
• Add explicit Search button to Exception Templates
• Fix incorrect display of apostrophes in schedule
• Include previous room when rescheduling an appointment
• Next Visit label in the patient chart header reflects changes after editing appointments

Orders

• Add 10 new CPT codes
• Modify "Allergic to Iodine" text

Tasks

• Add new "Reading Worklist" task types for Stress Echocardiogram and Transcranial Doppler
• Show clearer error when missing Task Sub-Area Name

Insurance Plans

• Allow deleting insurance plans that are not in use in any patient chart
• Add "cannot be deleted" message when deleting Insurance Plans that are in use

Reports

• Add a "CREATED BY" column to Appointments Report
• Add a new report "Appointments Created by User" listing appt counts by user
• Add a new report "BMI Compliance" listing pts with an office visit with height/weight recorded
• Allow automated/schedule report generation via command line

Miscellaneous

• Indicate invalid phone numbers as you type
• Allow phone numbers to start with + and contain anything
• Allow numerals in name for PHR users
• Show patient name in grey for Inactive/Discharged/Transferred/Deceased
• Add MRN and DOB to the top of all pages when printing Patient Info
• Show better error when adding a contact with a name longer than 35 characters
• Fix error message when user session timed out
• Add barcode scanning for: Advanced Directive, CTA Coronaries, CTA Neck, MRI/MRA
• Add basic permissions for the future Cardiac Devices module

Documents

• Fix bug to make chart section header text match selected chart section

Providers

• Fix extensions in fax number for account providers

Schedule

• Automatic appointment date suggestions
• Improve provider/room in appointment creation popup
• Remove assignment/location blocks on 'Clear All' in day templates
• Fix missing locations in legacy appointments

Patient Info

• Prevent duplicate MRNs even in automatic patient updates
• Remove default SSN "123456789" from MedicalManager HL7 messages
• Wrap comment field in patinet info

Charts

• Grey-out patient name for inactive patients

Admin

• Allow up to 60 chars in plan name in Insurance Plans Admin
• Make Task User Groups case insensitive
• Add Internal ESH Patient ID filter to the Audit Log admin section
• Warn when navigating away while editing a snippet
• Fix navigation error when moving between Admin sections
• Add optimistic locking to the Insurance Plans section of Admin.

General

• Standardize phone number widgets and data entry
• Remove all invalid existing phone numbers, and prevent invalid new numbers
• Add the release version and build information at the top of the app
• Allow user to use the browser back button to log in after logging out
• Display total error count in red validation messages, and number each error
• Clear the Unsigned Reports queue on entering and exiting the list.

Admin

• New Insurance Plans section to add/edit/delete insurance plans
• Add insurance plans

Orders

• Change sort order of Prior Auth Status filter
• Orders grid is restored to full height when returning from editing an order.

Schedule

• Not exposed: Scheduler will be able to select any date in the on the Daily Schedule to view past and future appointments.
• Not exposed: put focus in the Provider field on the Add Appointment popup when popup first opens.

Patient Info

• Show error messages when MedMan or Schuylab (or both) are down when user saves Patient Info
• If MedMan is down when user clicks the Save button in Patient Info, user will see this message: "The patient information has been saved in escribeHOST but the patient account cannot be created/updated in Medical Manager because Medical Manager is unable to receive the message. You must add this chart or make updates directly in Medical Manager."
• If Schuylab is down when user clicks the Save button in Patient info, user will see this message: "The patient information has been saved in escribeHOST, but the patient account cannot be updated in Schuylab because Schuylab is unable to receive the update. Try again later to save the changes."

Locations

• Email address is now validated when adding or editing the Email field in Locations.

Documents

• Users will now receive a carry forward warning when there is an issue with a value that was present in the previous document but may have been hidden from publishing due to inconsistencies in the ICD-9 to ICD-10 conversion in 2015.

Charts

• Change layout of chart header

Research

• Show validation notifications to user when Subject Number or Site number exceeds the maximum
• Fix width of the Site listbox
• Fix tab navigation in the Add New Site popup

Task User Groups

• Maintain a consistent ordering when adding/editing TUGs

Misc

• Standardize behavior of suggest boxes throughout the application
• Add day-of-week abbreviation to calendars in date selectors
• Remove the Export button from Unsigned Reports

Patient Info

New Chart Section

• Apply validation to the email field on the Add/Edit Other Contact
• Reset the date when user changes the Patient Status
• Notify user when editing Patient Info if MRN is absent (changes are saved in ESH but not in MedicalManager)
• Notify user when editing Patient Info if Schuylab is unable to process the edit
• Refresh Patient Info when clicking on the left Chart Section navigation bar

Research

• Prevent future date selection in the Enroll Date field

Orders

• Improve Order Filter animation and display
• Add new "Order Type" filter and column on the Orders module landing page
• Add Schedule Date Range filter and change the label of the "Scheduled Date" filter to "Scheduled Status"
• Update descriptions of these CPT codes: 93329, 93886, 93888, 93351
• Fixed the incorrect display of Delay reason codes "LMOM" and "NOSHO"

Schedule

• Improve performance of opening rotation templates
• Improve performance of Location/Assignment slot editing in Day Templates
• Fix deleting provider Day Templates from non-active rotation templates
• Fix clearing Include Past checkbox in Exception Day Templates
• Navigate directly to newly created Rotation Templates
• Fix URL navigation issues in Schedule Templates
• Fix the display of the Add buttons on the Add Exception Day template

Locations

• Update the Location Name column display width in the Locations Settings Admin section

Reports

• New "Appointments" report for upcoming ESH appointments module to list all appointments for a date range

Locations

• Add/Edit locations with all location fields

Orders

• Use full height of display area for showing filtered orders
• Users no longer prevented from Completing an order if the Prior Auth Status is "Uninsured"
• Display CPT Code and Description on the Printed order with emphasis
• Display Nrder Number and Order Status in a grey box to distinguish them from their labels
• Rename the comment field below Schedule Date to "General Comment" to distinguish it from the PA Comment
• Add two new Schedule Delay Reasons: On Wait List (WT_LIST) and No Show (NOSHO).
• Display cancelled orders with grey color like completed orders

Schedule

• Hide past Exception Day Templates
• Add checkmark to include past Exception Day Templates
• Prevent user from unmarking 'Scheduled Provider' for providers with schedule day templates or exception templates
• Show only 'Scheduled' providers with at least one template in Rotation Template Provider filter
• Show only 'Scheduled' providers with at least one template in Exception Template Provider filter
• Show only 'Scheduled', active providers in Add new Exception Template
• Show only 'Scheduled', active providers in Daily Schedule provider filter
• Show only 'Scheduled', active providers in Add New Appointment Provider
• Disable save button on the Add Appointment popup if neither provider nor room is selected
• Enable save button on the Add Appointment popup if provider/room is selected AND a Date is selected
• Improve response time when making changes to assignment/location slots in templates

Charts

• Add Refresh button to Patient Chart header
• Stop updating patient chart header when moving between chart sections (still updated on initial chart loading)

Reports

• Add new report: "No Show Follow Up Report" to obtain a list of all appointments with reason code "NOSHOFU"

Misc

• Cleanup audit log entries when updating Task User Groups
• Improve phone number fields keyboard navigation/editing
• Add a new Insurance Plan '408 Empire Blue Cross 2ndary (BC)'

Tasks

• Keep task search-filters anchored above task list
• Restrict sub-areas filter to selected area filter

Schedule

• Prevent user from saving two exception day templates with the same Provider/Room and same date
• Fix duplicate-room error message
• Improve performance of deleting provider/room day templates

Orders

• Remove the 2nd CPT field from all order forms and orders
• Reset all filters when user clicks reset-to-defaults (bug fix)

Tasks

Task SubAreas
Multiple TaskUserGroups

• Add admin-configurable task SubAreas, to group related task Types within an Area
• Allow assigning multiple default TaskUserGroups to a single task Type

Orders

• Improve and simplify search filters
• Persist selected search filters for each login session, across browser tabs
• Add search filters for every displayed column
• Collapse search filters on search to display more orders on screen at once

Documents

• Standardize display of locations
• Add admin-configurable account-wide document header display

Schedule

• Simplify Exception Template dates- remove date rules, only use exact dates
• Group consecutive dates in a date range
• Show holiday dates as a single span from oldest to latest

Orders

• Prevent users from creating orders for inactive patients
• Add CPT codes: 78492+78459 (Cardiac PET Perfusion+Viability)
• BMI and Weight no longer required on orders
• Change text 'Location' => 'Test Location'
• Added an Edit button to the View Order popup
• Changed description for many ultrasound-related CPT codes
• Sort CPT codes in searchable dropdowns
• Validate date values in Add/Edit Orders (note: '0018' is still a valid year)
• Add 'In Progress' Order Status actions dropdown and Status filter
• Improved the display of Comment text in the View Order popup.
• Allow user to Edit a complete order, but only allow editing the comment field
• Removed order medications fields, replace with hardcoded text
• Add fields to the printed order: 'MRN', 'Scheduled Date/Time', 'Order Date'
• Fixed signed orders dropdowns issue
• Restored text 'min' to the values when selecting Duration

Schedule

• Vastly improve the performance of the Calendar Spreadsheet (total time to load)
• Skip weekends in the date-picker arrows, unless there is a template for that weekend
• Allow hiding Cancelled/Rescheduled/No-Show appts (default is to hide)
• Allow user to edit Exception Type in the Edit Exception Day template popup
• Default sort on the Exception Day Template landing page is now by date rule
• Added Start Week to Rotation Templates to allow user to align templates
• Do not automatically generate bumplists modifying Location/Assignment blocks in templates (on-demand only)
• Generate bumplists automatically when deleting day templates and exception day templates
• Notify user when generated bumplist is empty, instead of not doing anything
• Present only today's and future appointments in bumplists
• Do not include appointments with a status of Cancelled or Rescheduled in bumplists
• Display Location-Assignment pairs in a consistent, predicatable order in templates and spreadsheets
• Add View Grid to Daily Summary, to show appts on top of the template for a single day and single provider/room
• Move appointment block UI display when changing start time with the dropdown
• Persist Reason code when rescheduling an appointment
• Add function to Copy Exception Day Template
• Allow making appts for dates in future rotation templates
• Do not display invalid reasons in appointment blocks

Insurance

• Audit editing Insurance in Demographics
• Add Plan ID to Insurance.
• Remove Insurance Policy Number from Demographics

Misc

• New Task Type: Palliative Care
• Subtle change to dropdowns/picklists display style
• Only count entryform documents in Non-Invasive Procedure (ignore pdf documents)
• Fix the ? in the Status column in the Schedule module (legacy schedule)

Schedule

• Widen the room field on the Add Appointment popup
• Copy day template to exception day template
• Add a Booking Count column to Daily Schedule
• Fix pre-filling provider in add-appointment popup
• Remove appointment squircles for Cancelled/Rescheduled appointments in Add Appointment popup
• Print list of filtered Exception Day Templates
• Remove times that are outside rotation template start/end time in Add Appointment popup
• Draw template grids and daily schedules with heavier lines
• Add multiple-exact-date rule to Exception Day Templates (requires addtl click to add date)
• Added new Exception Type: Holiday
• Changed the order of the fields at the top of the Add Appointment popup
• Prevent scheduling appointments if the slots in question have been changed since starting to add appt
• Use patient primary examiner for default provider in Add Appointment popup (only allow "Scheduled Providers" to default)
• Return user to the active Rotation Template when dismissing Add/Edit/Copy Rotation Template popups
• Show up to two assignments in Add Appointment popup (more than 2 gets an ellipsis)
• Update Exception Type for pre-existing exception templates, based on the description
• Persist certain values from previous appointment when Rescheduling

Orders

• Show Critical Orders count for non-provider users, in addition to providers
• Fix order of AUCs in list box on Add/Edit Order
• Fixed entry rules for BMI and Weight
• Insert insurance information directly into the Add/Edit Order popup
• Fix width/display on orders module landing page
• Added Prior Auth Due Date filter

Demographics

• Add Policy Number to Insurance information

PHR

• Do not allow users to send messages to inactive providers

Admin

• Display underlying permission names on hover in Admin
• Set no default selection in Admin when user is not an Administrator
• Add canned release message pre-set to System Notifications, instead of copy/pasting it every release

Schedule

• Add 'All Day' shortcut when adding a Location or Assignment in templates
• Add 'Clear All' shortcut to remove all Locations, Assignments, and AM/PM max patients in templates
• Fix bug preventing Copy Rotation Template.
• Modify buttons to clarify workflow when editing/saving templates
• Cleanup how warnings for affected appointments are presented for exception templates
• Add Exception Types (Vacation, Conference, Off, Other) to exception templates
• Add a free-text comment field to rotation templates
• Add a tooltip to the Show-in-Summary Column to clarify what it does
• Apply the Show-in-Summary field to the Calendar Template Spreadsheet

Orders

• Expand fields to completely fill the width of the Add/Edit Order popups
• Fix ui quirk where the Actions popup menu appeared above the orders module
• Change the Due Date label to Results Due Date
• Abbreviate 'Status' column
• Display only provider's last name in the Provider column
• Display only the CPT Code in the Test column (display description on hover)
• Removed the Time component of Scheduled Date & Time to show only Scheduled Date

Tasks

• Display patient preferred phone number directly in bottom the Task, and allow call-shortcuts if enabled in the browser

Charts

• Display patient preferred phone number at the top of the patient chart in Mobile, and allow call-shortcuts if enabled in the browser

Orders

• Remove height/weight/BMI as required fields to sign an order
• Finalize features, fix bugs

Orders

• New Orders module (Features not available until your administrator provides permissions)

Demographics

• New fields for patient insurance: Primary Insurance, Subscriber ID, Group ID, Policy Number

Documents

• For recent-only, always show the 10 most recent, in addition to all in the last 2 years
• Persist unchecking 'Show recent only' until another patient chart is loaded

Schedule

• Fix downloading Last Visit (documents with DOS before date-created previously could not be downloaded)

Schedule Templates

• Add warning with list of appointments affected by Exception Day Templates
• Add alternate-row shading to printed Rotation Template Spreadsheet
• Fix errors in Room Day Templates
• Sort assignments in Add-Assignment-Block
• Sort assignments in Admin case-insensitive

Documents

Recent Documents October 2017

• Show only recent documents (last two years) by default in patient charts
• Add 'x' button to clear selection in radio buttons in all entryforms

Tasks

• Add 'Created By' filter to task search

Meds

• Add 'working' popup when loading the medication list for clarity
• Prevent future date for medication concerns

Admin

• Add account address and phone (for future functionality regarding printing orders)
• Cleanup account settings presentation

Schedule Templates

• Rotation Template Summary assignment/location pair fixes (remove unnecessary ?s)
• Exception day templates AM/PM max override only when specified (instead of overriding with 0 if left empty)
• Add checkbox to the Account Provider UI to distinguish Scheduled Providers from non-Scheduled Providers.
• Omit inactive providers from the list of Porviders on the Add Provider Exception Day Template popup
• Make Summary Day Template popup bigger to fit more on screen at once

Audit Log

• Display schedule time using 24-hour clock

Admin

• Account settings now include a reply-to email address for outbound emails
• Clarify and consolidate user permissions (no change to capabilities)

Meds

• Fix error message when re-starting certain discontinued therapies instead of starting a new therapy

Tasks

• Clarify descriptions of some Task areas and types

Indexing

• Add [Batch Scan Jobs] tool to show statuses for all uploaded batch scans (similar to [Indexing Jobs] for indexed patient documents)

Orders

• Temporarily remove Orders chart tool to accommodate new changes

Misc

• Add [x] button to allow easy clearing of certain radio buttons

Reports

• New Report: User Performance Locations By Doctype By Location
• Improve performance of Active User report

Admin

• Improve audit log performance when searching for a single user

Misc

• Improve performance for serverpush messages and user verification
• Remove dates for patient status when un-setting that status

Reports

• New Report: Patient Charts with PHR User Count
• Show better message when report results are empty

Tasks

• New Task Type: Prior Authorization - PET

Admin

• Show inactive providers in the account and outside provider libraries
• Increase granularity of administrative permissions

Misc

• Store all timestamps in UTC (instead of storing in user's timezone)
• Display all timestamps in the user's local timezone (instead of the timezone it was saved in)
• Standardize popup sizes across the app

Reports

Reports Quick Reference April 2017

• Added Reports admin module allowing on-demand reporting
• New Report: Active Patients
• New Report: Active Users
• New Report: Documents In Progress
• New Report: Indexing Jobs
• New Report: Non-invasive Procedures
• New Report: Outside Providers Without Fax
• New Report: Patients Needing Office Visit
• New Report: Tasks Created
• New Report: Tasks Resolved
• New Report: Transitional Care Management
• New Report: User Performance

Indexing

Indexing UI April 2017

• Improve page navigation UI
• Clarify navigation vs action controls in indexing
• Add go-to-page navigation that allows typing a specific page
• Clicking on a successful indexing job goes to the source of the first page

Admin

• Add formatting to system notifications, to allow links in future messages
• Prevent inactive admin users from receiving system-generated tasks

Schedule Templates

• Creating and managing Rotation Templates
• Creating and managing Provider and Room Day Templates
• Creating and managing Exception Day Templates
• Creating and managing Assignments and Reasons

Admin

• Additional location management functions for scheduling
• Improved layout of admin navigation tools

Charts

• Next appointment reflects the earliest time for patients with multiple appointments in one day
• Primary examiner removed from the Fax list for fax-on-demand

• Allow downloading advanced chart search results as a CSV file
• Fix bug relating to EPCS that made it seem as if prescriptions were taking longer to be sent
• Remove 2nd and 3rd fax number options from providers, and remove fax-enabled checkboxes
• Add new HL7 Athena external provider mappings

Indexing

Indexing Jobs (Quick Update Guide) Feb 2017
Indexing Module (Full Documentation) Feb 2017

• Add indexing jobs popup with pending/failure/success statuses for ALL jobs
• Add status icons to indexing job pages
• Allow (and require) manual toggling of completed/unindexed to move batch scans into and out of the unindexed queue

Providers

• When editing users that are linked to providers, apply the edits also to the provider.
• When editing providers that are linked to users, apply the edits also to the user.
• Add 'date modified' to provider active/inactive toggle

Misc

• Bugfix: allow user to print blank med list
• Clarify the error when attempting to delete a patient with a PHR user
• Align document types more accurately in escribe-scan-upload
• New 'Prior Auth' task types: Exercise Stress Test, PVR, Carotid Ultrasound

Edit Location Codes 2017

• Change default Document Type mapping in scan-upload for CCA
• Standardize middle name length to 35 characters (providers, users, patients)
• Add Location Codes to Locations section of Admin (with temporary values, can be edited by Account Admin users)
• Add Rx refills and quantity to the printed Meds List
• Allow more top-level domains in email (particularly for certain public school districts)
• Collapse Task Search filters if there is at least one task found

PHR

• Add location to PHR message task
• Fix patient chart tasks link from PHR message task
• Small PHR UI cleanup
• If user has just edited patient demographics, use the latest name when creating a PHR user
• Update the UI to better reflect admin privileges for Manage PHR User

Providers

• Use the same validation for middle name in user library and provider libraries
• Fix searching for and displaying providers with apostrophes in their name
• When linking provider to a user, require that the names match exactly in both libraries

Misc

• Update the calendar widget in the Change Password popup
• Remove Send Corrections button from documents
• Standardize UI for deleting things
• Deliver Xarleto/Eliquis report to CCA
• 340b CaptureRx prescription reporting for SVMC

Login/Security

• Users now MUST change their password upon logging in with a temporary password (following a reset-password email).

Misc

• Standardize display of inactive med concerns and problems
• Remove a rare, annoying but harmless 'error' popup
• Update formulary information
• Fix rare bug concerning publishing med concerns in office note that would prevent publishing

PHR

PHR PATIENTS
PHR ADMIN
PHR MANAGE USERS
PHR PERMISSIONS
PHR SEND DOCUMENTS TO PHR

IMPORTANT NOTE ABOUT PHR:
Users can no longer delay entering the email for the patient (or representative) when sending a document to the PHR.
A PHR user (the patient or representative) must exist at the time the document is sent.
This is because we are now notifying by email when a document is sent to the PHR Portal.
As before, the user will be prompted to enter the patient's email to allow the patient to access the PHR;
HOWEVER, unlike before, this cannot be delayed.

ALSO, the user sending the document must have both PHR permissions:
  "Access PHR Chart Section" and
"Manage PHR Users"
Please take this change into consideration when assigning these two new permissions to your employees.

Patients with passphrases for the old PHR have been given usernames, and temporary passwords mailed.
Documents in the old PHR will be migrated to the new PHR, as soon as possible

PHR Login

• Replace existing patient portal with new, more secure, PHR with more features
• Replace 'passphrase' authentication with the same username/password security EHR users have
• Allow multiple login accounts for a single patient (patient + patient representatives)
• In addition to needing to set a new password upon login, PHR users must also enter the DOB of the patient

PHR Documents

• Store PHR documents in secure Amazon S3 Cloud Storage, instead of locally on our servers
• Add optional document result-status when sending documents to PHR, and display them to the patient in the PHR document list

PHR Admin

• Add preview of PHR for users with 'Access PHR Chart Section' permission (user sees what the patient/patient-rep will see)
• Add PHR Admin section to view all PHR users, and to reset the password of EVERY PHR USER AT ONCE
• Allow users with 'Manage PHR Users' to add/edit/enable/disable PHR users, and reset their passwords via email
• Pre-fill fields for PHR user creation using the patient's information
• Automatically start the process of adding a user when attempting to send a document or message to the PHR

PHR Messages

• Allow normal EHR users to send messages to patients, which appear in the PHR message inbox
• Allow patient PHR users to send messages to their provider, which appear in the Task Inbox for that provider

CaptureRx

• Implement Patient File and Prescriber File for CaptureRx 340b

User Administration

• Replace lock icon with "Reset password" button with icon on the User Permissions page
• Added user's email address below the user's name on the User Permissions page

Fixes

• Standardized display of all names in the app (e.g.: never have comma before provider credentials. previously, sometimes there was, sometimes there wasnt)

• BUGFIX: Allow patient access to PHR (broken in 6.9)

User Administration

• Allow admins to edit details of a user
• When resetting passwords, automatically email random passwords to the user, instead of creating new passwords manually User MUST have an email address saved to have their password reset. Please see the attached training materials for instructions on all the changes for Add User, Edit User, and Reset Password with this release.
  Add User September 2016
  Edit User / Reset Password September 2016

Providers

• PCP field in Demographics is now sorting correctly.
• Fixed display of the Change provider name popup on the Unsigned Reports queue.

Error Handling

• Server-side error message have an English prefix now identifying the error.

Browsers+Mobile

• Mobile display of published notes improved (fonts adjusted for easier viewing, etc)
• Improve scrollbars display for Mac OSX in Chrome and Safari (no change in Firefox)

Tasks

• Add new task types: appointment clarification, pharmacist consult

Patient Charts

• Add short names for chart sections (e.g.: "Medication Concerns" => "Allergies")
• Improve vitals chart section (sort order, bmi display, comments display, error on saving)
• Sign-and-notify message improvement
• Fix hiding of certain fields in patient demographics while editing other fields
• Sort provider names in orders section

Error Handling

• Handle invalid URLs, connectivity errors, and server errors more gracefully
• Show a warning on really long task comments instead of throwing an ugly error
• Remove warning message when resizing the screen under certain circumstances
• Handle duplicate MRN warning more gracefully
• Clarify permission errors for research studies, labs, and emergency access

Advanced Chart Search

• Rename Advanced Chart Search problems search to 'Problems (Office Note)'
• Add Advanced Chart Search field 'Problems (Chart Section)' to search the not-yet-released problems module

Unsigned Reports

• Clear provider when 'done signing' in unsigned reports
• Implemented a progress message that displays while the user waits for the Unsigned Documents list to display.

Admin

• Fix saving provider 'country' in provider admin
• System Notifications admin ui improvements

• fix bug where non-admin users could not create providers
• improve user permissions for admin module

System Notifications

• Allow administrators to send real-time notification alerts to logged-in users
• Allow escribeHOST to alert logged-in users of impending maintenance and releases

Documents

• Improve PDF conversion performance

• Allow clearing selection dropdowns with an [X] button
• Detect auto-logout in a more robust fashion, to prevent unnecessary forced logoffs
• Standardize the display of provider name across the application (LastName, FirstName Credentials)

Problems ICD-10 to SNOMED-CT Mapping

Quick Reference Problem Mapping July 2016

• Required for Meaningful Use! Users are encouraged to begin mapping
• Allow admins to map ICD-10 codes to comparable SNOMED-CT codes

Vitals

• Display tenths of an inch and tenths of a pound for height/weight/waist fields
• Allow deleting vitals
• Clarify BMI and BMI percentile fields as read-only, calculated values

Mobile

• Allow user to toggle between mobile ESH and desktop ESH on the login screen
• Full-screen display of documents (top-right corner now has [X] button to close document)
• Optimize document display for both "portrait" and "landscape" orientations
• Optimize header spacing to fit more on screen
• Optimize Med List for mobile

Vitals

Quick Reference Vitals June 2016

• Add preview of new Vitals chart section

Admin

• Allow administrators to remove provider-user linkings (in case of error)
• Improve warnings on provider-user linking

• Prevent inactive users from logging in

• Fix a bug where even briefly losing internet connection would result in user logout.

Admin Add User

Quick Reference Add User June 2016
Quick Reference Link Provider to User June 2016
Quick Reference Orders June 2016

• Allow account administrators to create new users in the Users Admin UI
• Allow linking a user to an account provider

Documents

• Improve display of document name in the document list
• Improve resolution in "New" PDF document viewer
• Persist user choice of "Old" or "New" PDF document viewer using cookies

Demographics and Chart Header

• Group the list of Preferred Languages
• Display date deceased and date transferred in chart header

Orders

• Allow users to type immediately in the Add Note popup
• Update Order status in the list immediately upon save

Reports generated

• Nuclear Stress/BMI Report for CCA
• CT Summary Report for CCA
• Active Patients on Digoxin / Lanoxin for CCA.
• Medication Concerns Report for Coumadin/warfarin/Eliquis/etc. for CCA
• Unresolved Tasks Count by Recipient for AVG

Admin Locations

• Added a column for Orders to the Locations Settings section of Admin (same initial settings as documents)

Fixes

• Update left-side chart section selector when canceling demographics edit
• Clear chart proactively when navigating away from the patient
• Do not display default values in test field in Add Order popup
• Add framework for ESH mobile platform

Improvements

• ICD-10 and all other searchable fields in notes display up to 30 matches (increased from 10)
• Add Transferred Date to the Status box in Demographics.
• Add recipients to 'Weekly MU Note Report' and 'Daily Documents In-Progress Report'
• Increase width of patient chart sections to fill the screen and not cut off the right side on certain monitors
• Show a dash temporarily for patient name when loading a different patient, instead of question marks

New features

• Allow deleting lab/radiology orders
• Display office location in lab/radiology orders
• Add keyboard up/down navigation to lab/radiology orders
• Organize preferred language choices into 4 sections:
  (1)'English' and 'Spanish', (2)'Declined' and 'Other', (3)common languages, (4)everything else
• Prompt user when closing browser tab while entering data in popup
• Prompt user when navigating away using browser back button while entering data

Bug fixes, misc

• Display provider name in a consistent format (Last, First Credentials)
• Update patient chart header info when saving changes to demographics, and persist those changes when navigating within the chart
• Clarify error message on the Account Provider popup if the Zip Code is invalid
• Temporarily remove Meaningful Use Report tool from Admin UI
• Initial preparation for faster export chart and batch indexing

• Fix severe patient chart header mismatch error
• Fix freezing in patient charts (non-responsive ui due to glasspanel)

• Fix sending incorrect customer-support error email when patient simply has no scheduled visit
• Fix bug where logging out would continue to attempt to unlock open office visits repeatedly

• Added Laboratory and Radiology/Imaging Orders chart section
• Include all charts accessed in recent charts tool
• Improve browser navigation prompts to prevent lost work
• Patient chart navigation and browser history/url improvements
• Updated choices for patient's preferred language

• Enhance diagnostic logging of EPCS controlled substance prescribing
• Enhance diagnostic logging of document indexing
• Expanded and fixed bugs in language list

• Increase the usable height of patient charts, particularly documents
• Increase the width of fields in some popups (e.g.: Import Document popup)
• Fix document tab display in Internet Explorer
• Clarify messages on automatic logout
• Fix display of really long addresses in Medical Provider Admin views
• Improve layout of search fields in Audit Log
• Update Date of Service in document tab when changing DOS in existing documents
• Include all providers, instead of account-only, in PCP when creating a new chart
• Include all providers, instead of account-only, in the Import Document popup.
• Fix bug where more than one pharmacy can appear to be selected
• Include regular provider for patient in New Task popup
• Clarify message for unsupported browsers
• Update display of patient tasks when editing date of birth
• Add age in months for patients under 1 year of age
• Do not add empty entry in the Audit Log for race when race has not changed
• Fix MRN display issue
• Fix migration issue involving typo in race for 'Black or African American'

• Fix patient chart export

Login

v6.0 overview video
How to activate a provider in EPCS
How to send controlled substance rx

• New Login page with new color scheme and a cleaner look
• Logout page replaced by a fresh Login page to eliminate a click
• New "Activity Timeout" page

Landing Page

• Esthetic and element placement changes on the Landing Page (all functions preserved)
• New color on Banner Bar: Patient Lookup moved left, username moved right, new logout tool
• New color on Module Bar: All tools display but disabled if user does not have permission

Patient Charts

• Renamed "Patient Charts" module button to "Charts"
• Disable "Charts" module tool if no chart is open yet
• Patient search displays more matches (24 instead of previous 10)
• New color on Patient Chart Header Bar
• Patient name changed to "First Middle Last" on Patient Chart Header Bar
• Patient Chart Header Bar element placement changes (all functions preserved)
• Patient Chart vertical tool bar is icon-only, with description on mouse-over
• Problems and Growth Charts sections removed from patient charts

Demographics

• Middle Initial changed to Middle Name
• Patient race is multi-select instead of allowing only one choice per patient
• Added "U" for patient sex unknown
• New fields in Demographics: Mother's Maiden Name, Mother's First Name, Payer
• New Patient Chart popup reflects changes in Demographics (Sex, Race)

Documents

• Tab links to open documents moved to top of open chart

Medications and Med Concerns

• Electronic Prescriptions for Controlled Substances (EPCS) implemented
• Meds: "Mark No Changes" button is now "Mark Reconciled" button
• Med Concerns: Added a "Last Modified" date field to the landing page
• Med Concerns: Changed the "Mark No Changes" button to "Mark Reconciled"
• New look for the Contraindications Alerts page (same functionality)

Admin

• Provider admin split into "Account Provider Library" and "Outside Provider Library"
• Account Provider Library allows management of EPCS permissions for Prescribers
• Audit Log allows user to filter by Login and Logout actions

Browser Navigation

• Implemented use of Back/Forward buttons in the browser to move between pages
• Implemented use of bookmark-able URLs for many pages within escribeHOST

• Drug Library Update
• New task types under "Reading Worklist" area
• Fix duplicate encounter PHR storage issue
• Enhance logging of nightly publishing
• Fix display issue in advanced search

• Add message to resolved ask notes indicating that recipients will not be notified
• Add editable per-user note to permission management administration screen
• Fix bug preventing new providers from obtaining SPI

• Fix automatic setting of date of service in some scanned reports
• New Task types: "Admission Request", "External Report Imaging Request", "Billing Administrative", "Scheduling Request", "Surgery Procedure Inquiry", "Hospital Admission Notification", "Nuclear Medicine", "Physician Feedback"

• eScribe Migration to Amazon Web Services

• Add document indexing auditing capabilities
• New Task types: "Hospital Procedures Order", "Transitional Care Management", "Disability Form Request"
• Document PDF upload changes in preparation for future release of "Date Scanned" field

• Fix scheduling batch office note PDF download

• Add task types: "Appointment No Show", "Venous Doppler Ultrasound", "Annual Physical"
• Add scheduling batch office note PDF download

• Fix spell check field swap error in entry form
• Add unmatched HL7 reports to the batch indexing queue
• Add special document type for external HL7 interfaces
• Fix 'unknown' date parsing in HL7 messages

• Fix an error with invalid connections in tasks, when adding self and resolving.
• Fix failure in create clinical summary for certain patients.

• Improve external HL7 interfaces

• Add option to 'Export' menu to send a 'Notify' task for a specific document
• Improve error message for Surescripts/RxHub eligibility failures

• Removed the J/K hotkeys from being used to navigate Page Up/Page Down
• Drug library update for February 2014
• Add optional fax cover page and custom cover page message

• Fixed an issue with the document indexing document list being incorrect

• Drug library update for January 2014
• Added in the ability to view the currently pending indexing jobs
• Reworked signed URL generation
• Certain documents received through HL7 will now have better document names
• Added in support for specifying Date Scanned in the batch indexing module
  See Date Scanned Release for a walkthrough of the changes.
• Improved the loading time of batch indexing
• Improved support for PDFs in the new viewer
• Added a new Workers Comp Progress task type
• When a user archives an unresolved task that user will be removed as a recipient, archiving resolved tasks works the same way as it previously did
  See Archive Tasks Delete Self for a walkthrough of the changes.
• Indexing now properly refreshes the signed URLs

• Perform document indexing in the background to allow users to continue indexing.

• Download pdf files without requiring the user to click the link provided
• Fix error when clicking "Patient Chart" in "Document Ready for Review" tasks
• Reduce extraneous logging on the backend to increase performance

• Fix occasional error notice in document indexing.

• Add the ability to hide retired office locations. See Controlling Places of Service for a walkthrough of the changes.
• Show providers their unsigned reports without typing their own name.
• Do not show 'No Documents' while documents are being fetched.
• Upgrade document storage hardware.

• Fixed an error with viewing larger images in patient documents.

• Fixed an issue with Document Ready for Review tasks not going to the document

• Drug library update for December 2013
• Fixed the tab key in the document indexing module
• Improved the performance of creating image based documents
• Reworked the lab task handling to reduce their redundancy
• Added CC'ed providers to the fax popup

• Fixed an error with viewing larger images in document indexing.

• Drug library update for November 2013
• Fixed an error when approving an eRx refill request
• Electronic drug history from RxHub/Surescripts has been enabled
• Improved the quality of image based reports

• Fixed an issue with loading patient accounts
• Fixed a Surescripts validation issue relating to a prescriber's credentials being too long
• Fixed an issue with the document sort list not filtering correctly

• Enhanced the carry forward summary field display
• Improved the process of creating an Office Note from the schedule
• Spell checking now properly enables the Save button
• Expedite in Unsigned Reports now goes to the next report
• The Create/Edit Snippets permission now properly enables the Admin tab
• Electronic drug history through Surescripts/RxHub has been disabled until next release
• Fixed an issue with deleting documents in the documents list

Surescripts 10.6

escribeHOST has been certified on the latest version of Surescripts (eRx)

• The therapy list in Medications now shows the last issued rx's date and pharmacy (or printed)
• Mail order pharmacies can now be searched
• Pharmacies can now be searched on by type (Mail Order, Retail, 24 Hour, etc.)
• Provider management of Surescripts specific data has been improved, see Surescripts 10.6 Provider Admin
• Open eRx refill requests now show the prescribed and dispensed drug, pharmacy, and provider
• See Surescripts 10.6 Changes for a walkthrough of the changes.

  Due to the upgrade any old eRxs not approved/denied by Thursday October 10, 2013 will not work

• Fixed a rare data corruption issue with documents

• Drug library update for October 2013
• Unsupported browsers can now view a read only medications list
• Locked encounters no longer prevent you from seeing the published view
• Fixed an issue with displaying medications in published notes

• The old PDF/Image viewer has been made the default
• Improved the performance of loading images in the documents section
• Fixed an issue where pressing the Cancel button in the documents section would not warn you about losing unsaved changes
• Improved the validation of data entry in the indexing section
• Improved Date of Service validation in the documents section
• Improved the speed of editing/creating documents

• Drug library update for August 2013
• Tag applier scroll position doesn't reset anymore when applying tags at the bottom
• Changes to appointments are now audited
• Fixed an issue with UI elements becoming hidden when the browser window is small
• The link to a patient in the schedule module now works properly after matching the patient
• Added the Prior Authorization task types Angiogram, Venous Procedure, and Vascular Surgery

• Improved the interface such that only areas containing content will scroll, rather than the entire page. For example, the patient header will stay visible at the top while scrolling the document list.
• A checkmark now appears next to snippet tags that have been applied to the document.
• Fixed issue with trying to add the same task recipient multiple times.
• Fixed issue with editing Deceased Date.
• Fixed issue where allowing popups in IE 6–8 logged the user out.
• Fixed the ‘Nav not initialized’ error that appeared while editing a document.
• Fatal document errors are now properly handled to reduce confusion.

• The app has a refreshed design, including a new logo and font. It is also now more consistently referred to by its full name, ‘escribeHOST’.
• The app header elements have been rearranged and redesigned to be more usable.
• Logging out via the user menu no longer prompts before logging out.
• The interface for filtering documents has been updated to make better use of screen space.
• Improved the performance of the Tasks module.
• Fixed case where techs’ appointments were imported with the wrong provider.
• Fixed many minor error-producing issues.
• Drug library update for July 2013.

• Added integration with the FAXAGE fax service.
• Med allergies and other concerns are now included in the printed med list.
• Overdue tasks are now displayed at the top of task lists.
• Made the initial load of the Schedule faster.
• Fixed performance issues in the Snippets admin interface.
• Drug library update for June 2013.
• Other minor fixes.

• Expanded the number of tasks shown within a patient’s chart from 15 to 50.
• Duplicate tags will no longer appear in snippet admin.
• Fixed regression where starring and unstarring tasks did not appear to work.
• Fixed regression that broke advanced patient search in some cases.

• Fixed regression that prevented exporting documents as CCDs.
• Fixed regression where Clinical Summaries were created in the In Progress state.

• Fixed regression that caused Clinical Summaries to be created improperly.
• Fixed regression that prevented finding possible duplicate patients when creating new charts.

• Fields are now ordered properly within their section in snippet admin templates.
• Navigating between field groups that were reordered now behaves as expected.
• Fixed regression that prevented adding med concerns.

Snippets

Snippets are groups of field values that can be applied to any document containing those fields. Snippets will start as a replacement of existing Macros functionality, and lay the groundwork for a more robust mechanism for quickly entering commonly-used data throughout escribeHOST.

• Create, edit, and organize snippets in a new Admin module.
• Quickly and easily apply one or several snippets to a document with a few clicks or keystrokes.
• Create small, reusable snippet sets that can be combined in different ways for specific scenarios using a new tagging system.
• Watch the Intro to Snippets training video for a visual walkthrough of applying snippets.

Other Improvements

• Improved performance of Tasks, particularly when loading recipients and comments.
• Improved document spellchecking. The spelling error count now updates as corrections are made. If there are no misspellings, normal edit mode is automatically resumed. Ignoring a word now correctly does so across the entire document.
• Quickly jumping to document sections is now done via a flyout menu, allowing more space for the form fields.
• Added a toggle for expanding or collapsing all document sections.
• The document form design has been streamlined, with better styling of repeatable groups.
• It is now possible to remove and reorder repeatable document form sections.
• Text fields that only accept certain values now better indicate when one of those values is chosen.
• Changed the auto-expedite rules to explicitly auto-expedite whitelisted reports, rather than exclude blacklisted ones.

• Fixed 5.6 regression with loading PDF encounters.
• Fixed 5.6 regression that caused research studies to fail to load.

Med Favorites

• It is now possible to choose a favorite when adding a med without prescribing it.
• Search terms are now matched against the entire rx, including the provider.
• Search results are sorted by relevance.
• The search scope (Provider or Account) no longer needs to be specified.
• See Med Favorites Update for a walkthrough of the changes.

Signing Reports

• Signing is now one-click.
• Signing a report will now always notify the ordering/referring physician, if applicable.
• Removed support for signing reports from non-provider accounts.
• See Signing Reports Update for a walkthrough of the changes.

Other Improvements

• Added support for deceased date in patient demographics.
• Added the task types ‘Reading Worklist - MUGA’ and ‘Reading Worklist - Holter Monitor’.
• Made it easier to handle demographics updates that have SSN violations.
• Fixed an issue with requesting an SPI for a provider.
• Export chart download link now works properly in Google Chrome.
• Fixed a rare issue that would cause errors when multiple users edit the same therapies at the same time.
• Drug Library Update for May 2013.

• Fixed case where some browsers redirected patients to the EHR login screen instead of the PHR. The PHR can now be accessed at a friendlier URL: portal.escribe.com/phr.
• Other minor fixes.

• JPEG and PNG files can now be uploaded into a patient's chart or through Document Indexing.
• Fixed a rare issue that would occur when viewing comparative labs causing them to not appear.
• Fixed a rare issue that would occur when Meds or Med Concerns was updated while the user was still loading the section.
• Drug Library Update for April 2013

• CDPHP NQF 0073 calculation.
• Medstreaming documents no longer generate success tasks when they succeed.
• Lab results from NEH correctly report abnormality within the task body.
• Task search now has the ability to search for tasks with certain recipients.
• It is now much easier to narrow a task search down to a few types.
• All encounters in a chart can be exported to a single PDF by going to Actions -> Export Chart.

• Mobile Safari no longer appears supported.
• Certain key presses now function properly when viewing a PDF and searching for a patient.
• Fixed issue that prevented downloading certain files.

• Reports can be removed from the PHR.
• All of a patient's lab results can be viewed in the Lab Results chart section.

• Fixed issue where, in certain browsers, documents’ entry forms continually scrolled themselves up and down.

• Hide tasks until they are due. escribeHOST will now automatically unhide any task due tomorrow, today, or some time in the past. In addition it is now possible to create a task that is initially hidden to all recipients. These two features can be used in tandem to create time-delayed tasks that will not appear in your inbox until they are about to be due.
• It is now possible to change or remove a task’s due date after the task is created.
• Visit, procedure, and lab documents are now listed in a single ‘Documents’ chart section.
• Fixed issue where keyboard navigation stopped working when a radio button field was focused.

• It is now possible to manually match incoming lab results to the proper patient and provider if escribeHOST’s attempt to do so automatically fails.
• Patients’ names in the Schedule list now link to their charts.
• Fixed a rendering issue in the PDF viewier.

• Fixed issue that prevented escribeHOST from loading in IE.

• Fixed and re-enabled the new PDF viewer for scanned batches.
• Fixed issue where the Complete Report permission was necessary to Sign and Notify.
• Fixed issue where the PDF viewer stopped working after many PDFs were loaded.

• Disabled the new PDF viewer for scanned batches while a fix is developed.

• It is now possible to zoom and rotate PDF pages directly in escribeHOST. In addition to improving the PDF viewing experience, this also means any batch pages that were scanned in with an incorrect orientation can be fixed before the document is indexed. Zooming and rotating are not available in Internet Explorer versions 9 and older.
• It is now possible to easily notify people when a document is ready for review via a ‘Document Ready for Review’ task. To do this when signing an encounter, click the ‘Sign and Notify’ button. The recipients of this task will include the referring MD by default but can be changed to include anyone. This task can also be created when indexing a document by clicking the ‘Complete and Notify’ button. Accessing the patient’s chart directly from the task will automatically display the document.
• Lab Failure tasks now include the sending facility’s name.
• The year selector in the date picker now extends a couple of years into the future.
• Other minor fixes and improvements.

• Fixed issue that prevented the uploading of encounter and batch PDFs.
• Fixed issue that hid Accept/Reject Feedback buttons in tasks.
• Updated email address validation to allow .edu and other domains.

• Fixed issue that caused external updates to patient demographics to fail.
• Other minor fixes.

PHR Access Management

It is now much easier to enable patients to access the PHR.

• With the press of a button, the patient’s PHR passphrase is randomly generated and login instructions are automatically emailed to the patient.
• If the patient forgets their login credentials, a new passphrase can be generated and emailed using the same interface.
• A new ‘PHR Login Info Request’ task type has been added to track these requests, if desired.
• The PHR login screen now has a dedicated URL: portal.escribe.com/ehr/#/PHR.
• For added security, patients are now required to enter their DOB in addition to their ID and passphrase in order to access the PHR.

• All CCDs (Clinical Summaries, Summary of Care Records, etc.) are now automatically Complete upon creation. All existing CCDs have been marked as Complete as well.
• Made the Meaningful Use Report faster.
• Patients’ DOB and MRN are now displayed in the Compliant and Non-Compliant lists in the MU Report.

• Allergy categories are now listed in Clinical Summaries.
• Added ‘Medication’ and ‘Durable Good’ Prior Authorization task types.
• Made the Meaningful Use Report faster.

• Added support for Internet Explorer 9's rendering engine: now escribeHOST should be much faster in IE9.
• IE8 is now feature-limited. It is recommended that IE8 users upgrade to IE9 or switch to another supported, modern browser.
• Fixed errors with e-prescribing held rxs.
• Fixed issue where special characters were rendered improperly.
• Fixed issues with date range searches in Tasks and Audit Log modules.

• Fixed issue with deleting therapies.
• Fixed issue with setting tasks’ primary handler.

Med Concerns

Med Concerns is a new section of the patient chart for documenting patients’ allergies, intolerances, ineligibilities, and adverse events. Med concerns are drugs, drug categories, food, or any other substances that the patient has an adverse reaction to or should not take for some other reason.

• Allergies, intolerances, and ineligibilities are no longer entered directly into the Office Note. Instead, they are automatically pulled from the Med Concerns module when the note is published.
• Each concern can be designated as Mild, Moderate, or Severe, depending on the severity of the reaction.
• When prescribing or recording new meds, the patient’s med concerns are cross-referenced and any interactions or other contraindication alerts are displayed. These alerts take the concerns’ severities into account and have been redesigned to be more succinct and noticeable. Which severities and types of contraindications are allowed to be displayed can be controlled in the Admin module.
• The Med Concerns module also has a place for entering ‘NKA’, ‘NKDA’, or ‘Substance Type Unknown’, if applicable.

  Please view the training videos to learn all about the new Med Concerns module and its features.

Other Improvements

• Brand drugs, generic drugs, and drug categories now have icons associated with them to help distinguish them from each other. These icons are displayed in the Med Concerns and Meds modules. In addition, fields that suggest drug names will now prioritize generic drugs and display derived generics directly beneath the brand drugs from which they are derived.
• Drug interactions now check against drug classes in addition to drug categories and specific drugs.
• It is now possible to view contraindication alerts for an rx pending approval.
• The Audit Log has been updated with more readable entries and a simpler interface. Audit entries prior to the 5.1 release will be archived and no longer be directly accessible.
• Added ‘Referral Request’ and ‘Referral Followup’ task types.
• Made it much easier to search for tasks that are overdue.
• Office locations are now sorted alphabetically.
• Fixed typo in ‘Exercise Stress Test’ task type.
• Other minor fixes…

• Fixed bug where extremely large documents could not be indexed.
• Fixed issue where meds that were retroactively stopped did not display correctly in published encounters.
• Added support for CQM 0043 - Pneumonia Vaccination Status for Older Adults.
• Various minor fixes…

• Fixed issue where patient DOB could be incorrect when sending an erx.

• Patient demographics updates from external systems can now be automatically applied. If an update attempt fails the data is put into a task.
• Added ‘Patient Calls - Reschedule Request’ task type.
• Improved performance of logging in to escribeHOST.

• Added another clinical decision support rule for certain accounts.
• Fixed issue with carrying forward field data.
• Fixed error when fetching eligibility.

• Fixed rare issue that prevented the display of a patient’s meds.
• Fixed issues with carrying forward certain fields into Clinical Summaries.
• We now wait the proper amount of time (one hour) before displaying the Mark Verified button on open erxs.

• Prevented data from being carried forward from Clinical Summary, Summary of Care, and Generic CCD encounters because sometimes that data is not actually the most recent.
• Fixed issue where field data could be mismatched when carrying forward repeatable fields.

• Fixed bug that prevented the generation of the CQM report in some cases.
• Tasks without patients can now be printed.
• Freestanding erx errors are now displayed in the patient’s med list.

• Fixed issue where field data could be mismatched when carrying forward the same fields from different encounters with the same DOS.
• Fixed issue where field data could be mismatched after resolving carry forward conflicts.

• Date fields in encounters are now properly validated before saving.
• Fixed bug where date field values would reappear after deletion.
• Fixed bugs where the ‘Save Changes’ button in encounters was visible when there were no changes and not visible when there were changes to date field values.

• Patients can now have multiple preferred pharmacies.
• The pharmacy search form can now be cleared.
• Reenabled copy/paste via the standard keyboard shortcuts in popups.
• Added more educational resources to some accounts.

• Added ‘Reading Worklist’ task area and types.
• Added more educational resources to some accounts.
• Fixed various minor errors in charts.

• Field names no longer appear when hovering over a field.
• Fixed various minor errors in charts, tasks, and encounters.

• Fixed various minor errors in charts, tasks, and encounters.

• Fixed error with loading charts introduced in 5.0.23.

• The ‘Object Locked’ and ‘Invalid Sign Password’ error messages are now a little nicer.
• Meds that no longer exist in the drug library can no longer be eprescribed.
• Fixed various minor errors in meds and elsewhere…

• Updated Surescripts compliance and refreshed the designs of patient eligibility and formulary information. It is now more clear what types of pharmacy services are supported by a patient’s insurance.
• The pages of an indexed encounter are now displayed in a single, scrolling view and can be navigated via the keyboard or clicking on page thumbnails.
• It is now possible to compare meds and indexed encounters side-by-side.
• While editing an encounter it is now possible to navigate to the ‘Add More’ buttons via the keyboard.
• Tasks in the ‘Transcription’ and ‘Other’ areas can now be created without reference to a patient.
• Added support for importing TPS appointments.
• Searching for a user now matches against the username (in addition to first and last name).
• Unexpected errors are now automatically emailed to the support team when the error message is dismissed.
• Fixed the styling of printed lab reports (broke in 5.0.20).
• Other minor fixes…

• Added support for CQM 0062 - Diabetes: Urine Screening.
• Fixed issue that could cause escribeHOST to lock up.

• To avoid issues that arise from printing directly from the application, all printing is now done from a separate ‘preview’ window. Help with Printing
• The chart view of research studies has been redesigned so all users will see the same information whether or not they have permission to modify the patient’s enrollment.
• It is now possible to carry forward field data from older field versions. If there are any issues or ambiguity about certain fields, the user will be prompted to make a decision. Help with Carrying Forward
• The user is now prompted about losing unsaved changes if he logs out with an encounter open.
• Removed long delay when printing an issued rx.
• Fixed issues with various CQM calculations.

• Imported Schuylab reports now follow the same workflow as imported LabCorp reports.
• Order and result dates are now included in lab reports.
• Patient information is now displayed on every page of printed PDFs.
• Matching a refill request to a therapy is no longer case-sensitive.
• The deleting of meds, therapies, and rxs are now visible in the audit log.
• CQM 0027 is now listed as a single CQM with two numerators.

• Navigating to the patient’s chart from a Lab Result task will now go directly to the results.
• Fixed a few minor issues with certain CQM calculations.
• Other minor fixes

• When a LabCorp lab result comes in, a task will be created to notify the designated task user group whether or not it was successfully placed in a chart. This task will also include any abnormal results.
• Made the Audit Log load faster.
• Fixed error with encounter editing keyboard shortcuts.
• Fixed bug that allowed sending a held rx for a nonstandard therapy to the pharmacy.
• Fixed a few minor issues with certain CQM calculations.

• Removed locking of Medications. Now multiple people can view and modify a patient’s meds at the same time. You will be able to see who else is currently viewing and what changes they have made in real time.
• Fixed bug that allowed issuing a held rx (or approving an erx refill request) for an unmanaged med.
• Fixed bug with filtering tasks by office location.

• Old, erroneous refill requests have been purged from the system.
• Fixed error where Clinical Summaries were not being counted correctly.

• Made the MU Report faster.
• It is now possible to attest to giving the Clinical Summary to the patient without editing the summary itself.
• Certain encounter fields now have a button to quickly clear their value.
• Fixed bug that prevented adding comments to tasks in certain cases.

• Fixed error that prevented editing certain old encounters.
• Fixed bug that made it difficult to edit certain encounter fields.
• Checkbox values are now recognized in macro creation and application.
• Fixed the numbering of the MU objectives in the MU Report.
• Generating the MU Report no longer appears to fail if it takes longer than two minutes.

Meaningful Use Report

The MU Report has been completely redesigned to contain more and better information.(#1409)

• Objectives and CQMs have been separated into two separate reports within the MU Report interface.
• All 25 objectives are now displayed. They are divided between the core and menu sets, each set divided between percentage- and attestation-based requirements.
• Descriptions of all objectives and CQMs are now included.
• Percentage-based objectives now include a progress bar that shows how close the provider is to meeting the requirement.
• Numerators and denominators are now labeled for those CQMs that have multiple populations.
• Added support for several CQMs.

Other improvements

• Patient eligibility information is now retrieved automatically for every patient.
• It is now possible to create a Clinical Summary of a visit that is in progress.

• In a one-time update, patients’ Examiners will be set to the Examiner of their most recent Office Note.
• Patient Preferred Language can now be chosen from a list of predefined options.
• Added educational resources for some of our customers.
• Fixed various MU-related calculations.
• Fixed issue with Surescripts that caused meds to be unresponsive.

• Added buttons to the Patient Chart and Schedule modules for quickly creating Office Notes.
• The ability to complete encounters is now controlled by a user permission.
• Encounters that were completed can now be sent to the provider.
• Encounters that were sent to the provider now have a status of ‘Ready for Review’.
• Fixed rx favorites sort order.
• Fixed issue where held rxs would not be removed when their therapy was deleted.

• Fixed issue introduced in 5.0.8 where encounters would disappear after filtering.
• Fixed issue where existing encounters would not open if a new encounter was open.
• Fixed issue where months were incorrectly labeled in the date picker.

• Patients can now have a default office location set in Demographics. In a one-time update, locations will be automatically populated from the most recent office note.
• When creating a new encounter the Examiner and Office Location fields are now prefilled from the patient’s demographics. Date of Service is also defaulted to today.
• It is now possible to perform exporting actions (like creating a Clinical Summary) on released encounters without having to amend them first.
• It is now possible to sign an expedited encounter without having to amend it first.
• If an encounter is in progress, it will now open directly in edit mode.
• Encounter field choices no longer detach from their field if the form is scrolled.
• Encounters now load much faster.
• It is now possible to use the Med Reconciliation advanced search to see which patient’s meds were not reconciled on a given date. In addition, the results now return the patient’s examiner as well.
• Loading and deleting meds now execute much faster.
• Streamlined the Audit Log interface.

• Fixed error when generating the MU Report.
• Fixed error that prevented uploading scanned batches into escribeHOST.

• It is now possible to use Advanced Chart Search to list patients that need their meds reconciled that day.
• Pharmacies now always display whether or not they support sending new erxs and erx refill requests.
• Pharmacies that have been deleted and will no longer work now appear and behave as such.
• Made editing an encounter faster.
• Fixed bug where rxs would temporarily disappear when they were sent to the pharmacy and unverified.
• Fixed bug where some pending rxs could not be manually marked verified.
• Patient sex is now correctly marked as required for Meaningful Use.
• Other minor bug fixes…

• Made loading medications faster.
• Made generating the MU Report faster.
• Now correctly prohibits writing rxs for meds that are not managed.
• Now correctly prohibits stopping therapies that have rxs awaiting authorization or pharmacy response.
• Fixed issue with drug dosage forms that would cause errors when trying to send to pharmacy.
• Amending an encounter now reverts it back to ‘In Progress’ so changes can be re-sent to the provider.
• Scanned and indexed encounters are now marked as ‘Completed’ instead of ‘In Progress’.
• Encounter sections can now be collapsed by pressing ESC.
• The idle timeout has been increased from 30 to 60 minutes.
• Other minor bug fixes…

• Added patient contact information to the appointment view.
• Appointments are now sorted correctly after they are added or updated.
• Fixed issue where rxs sometimes printed too small.
• The interface for editing an encounter now resizes correctly.
• Fixed issue where two-digit years were not converted to the correct four-digit year.
• Made it clear that scanned and indexed encounters cannot be compared with meds at this time.

• Fixed issue that prevented certain rxs from being sent to pharmacies.
• Fixed issue where a patient’s demographics could not be edited if their sex was not specified.
• An encounter’s status is now correctly updated when corrections have been requested or are ready for review.
• Reenabled the ability to search for pharmacies by a part of their phone number.
• The MU Report can now be generated for a single day.

• The patient’s next appointment is now displayed in their chart.
• The problem field in advanced chart search now suggests the correct values.
• Assessments are no longer shown in the Problems chart section.
• When expanding an encounter section, the first field’s values no longer immediately appear.

• Fixed intermittent error that prevented prescribing meds.
• Fixed issue where certain types of documents could not be indexed.
• Fixed an error that appeared when quickly navigating from a patient’s meds.
• Encounter sections that contain errors are now automatically expanded.
• Encounter sections that contain spelling suggestions are now automatically expanded.
• When an active therapy is added to a hidden med, the med now correctly becomes visible.
• Made loading a patient’s meds faster.

escribeHOST 5.0 is our first major release in over two years and contains many new features, enhancements, and fixes.

Important Note About Passwords

As of this release users’ passwords will be case sensitive. The first time you log in, your password will be verified using whatever case you enter. Every time afterwards your password must be entered exactly the same. If you have any issues please contact your administrator.

Meaningful Use

escribeHOST 5.0 is the first version of escribeHOST to be ONC Certified as a Complete EHR. Many of the features and enhancements listed below are required for or related to achieving Meaningful Use. escribeHOST offers an administrative interface that helps track MU and CQM compliance.

Patient Charts

• Many chart interface elements have been reorganized: Patient name, demographics, contact information, and chart actions are now displayed along the top of the chart. Reports Quickview has been removed.
• There is now a new Advanced Patient Search feature that allows you to find patients using very specific criteria including age, sex, examiner, meds, problems, allergies, lab results, and procedures due. It is also possible to create Reminder Tasks for patients that have a visit coming up or a procedure due.
• Patient problems are now recorded as structured data in office notes and can be viewed in aggregate in a separate Problems chart section.
• Patient allergies are now recorded as structured data in office notes and can be viewed in aggregate in a separate Allergies chart section.
• It is now possible to view height, weight, and BMI growth charts for each patient using data captured in office notes.
• The Face Sheet section has been removed, since Active Meds are now part of the Medications section (explained below) and problems are now managed in office notes only.
• It is now possible to provide patients with educational resources (documents and/or websites) based on their meds, problems, allergies, and lab results.
• The following patient demographics fields have been added per Meaningful Use requirements: Race, Ethnicity, Preferred Language, and Communication Preference.
• It is now possible to search for patients, create new ones, and access recently viewed charts without first navigating to the Patient Charts module.

Medications

Patient medication management has been completely redesigned. In previous versions prescriptions were managed in Rx Pad and the med history was managed in the Active Meds section of the Face Sheet. These interfaces have been combined into a single Medications section of the patient chart. This interface is designed for viewing and editing a patient’s med history (when they started and stopped taking each med) as well as writing new prescriptions, renewing existing prescriptions, and responding to electronic refill requests.

Noteworthy features and improvements to medication management are as follows:

• View all meds or just active meds.
• View changes to meds over a period of time.
• Easily renew, prescribe a new dose, or discontinue a med.
• View side-by-side comparison of the med list and a published report.
• There is now much more granular medication information available to be published in reports.
• It is now possible to prescribe a drug that does not exist in the drug library.
• It is now much more obvious whether or not an erx was sent to and received by the pharmacy successfully.
• There is a new rx activity log that succinctly displays all the important actions that happened to an rx during its lifetime.
• When an rx that has been held for a provider is issued or deleted, the associated task is updated with a comment. If the rx is issued, the task is automatically resolved.
• The rx management process has been updated to properly account for controlled substances per Surescripts specifications.
• A warning is now displayed if a drug that is known to be a risk for the elderly is about to be prescribed to an elderly patient.

Visits, Procedures, & Labs

What was previously called "Reports" has now been split up into three different categories: Visits, Procedures, and Labs. This is to more accurately reflect what each of them are. Each one has its own chart section, and each time a visit, procedure, or lab is opened or created, a new tab is added to the chart sidebar.

• A new ‘Completed’ state has been introduced for when it doesn’t make sense for an encounter to be signed or expedited. In addition, unfinished encounters are no longer called ‘Drafts’. Instead, they are simply ‘In Progress’.
• The interface for editing an encounter has been improved: It is now much easier to jump to a specific section and navigate between sections using keyboard shortcuts.
• It is now possible to create a Clinical Summary of an office visit which can be given to a patient after the visit is recorded.
• It is now possible to create Summary of Care documents which aggregate all of a patient’s relevant health information into a single encounter. There is also a new Patient Request task type for tracking when patients request their health information.
• Immunization data is now captured in office notes and can be exported to a file for submission to immunization registries.
• Added more smoking status values per Meaningful Use requirements.
• A warning is now displayed if an uncontrolled Hemoglobin A1c level is detected for a diabetic patient.

Schedule

In order to speed up access to charts at point of care, escribeHOST 5.0 introduces a new Schedule module. Use this module to:

• List the patients that have appointments scheduled for a given day.
• Schedule a patient’s next visit.
• Create an appointment for a walk-in patient.
• Quickly start or jump to an existing encounter.

Tasks

• Tasks can now have a due date. You can search for tasks due within a specified time frame. Tasks that are due today look more urgent.
• It is now possible to view a patient’s tasks from within their chart.
• The patient’s contact information is now included at the bottom of each task.
• Added new task types for Lab and Radiology orders.
• The unread task count now appears in the browser tab.
• Task searches now include resolved tasks by default.

Misc.

• Patients can now access health information made available by users via the PHR tab on the login screen. Information is made available by clicking the PHR button next to an encounter. The patient’s PHR password can be set in their Demographics chart section.
• It is now possible to temporarily grant a user emergency access to patient information when they would not have permission to access it otherwise.
• There is a new admin section for controlling which drug interactions are displayed based on severity level.
• There is now an audit log accessible to account administrators that keeps track of every access, creation, update, and deletion of patient data.
• The date field calendar has been improved: It is now possible to set the month and year separately. Also, the calendar no longer automatically appears when the field is focused. Instead, it appears when you click on the calendar button next to the field.
• Internet Explorer 7 users now only have access to the feature-limited version of escribeHOST.

• Internal changes as part of improvements to our backup process.

• Fixed issue where certain reports could not be saved.

• Fixed bug where opening many reports would cause escribeHOST to become slow.
• Made receiving task updates much faster.

• Updated Surescripts eRx compliance
• Fixed bug that prevented adding or updating a provider.

• Added two new task types: ‘Heart Failure Clinic’ and ‘Transcription Clarification Request.’
• Names of inactive providers will now be prefixed by an asterisk (*).
• Fixed issue where some report data was not carrying forward in Firefox 4.

• Internal enhancements regarding batchscanning and erx reporting.

• Images in scanned reports are now displayed more reliably.

• Fixed issue where brand new tasks could appear resolved.

• Loading rx favorites is now much faster.
• Made printing in Google Chrome more reliable.
• Fixed bug where clicking on menu items did not work in Internet Explorer.
• The word ‘null’ is no longer printed on rxs if the provider does not have a phone number.

• Fixed issue where patient eligibility and drug history requests could not find the provider.
• Background images are no longer printed.
• Re-enabled printing in Google Chrome.
• Fixed possible error that could prevent printing an rx.

Address Change

The escribeHOST application is now located at portal.escribe.com/ehr/. (#354, #898)

Document Indexing

• Redesigned the Document Indexing interface to provide more screen real estate for viewing pages.
• The interface no longer jumps around.
• Loading the batch list is now much faster.
• Completing a document is now much faster.
• Fixed bugs with the batch page controls.

Other Improvements

• Tasks no longer stretch in size while recipients are loading.
• Improved performance of displaying a list of tasks.
• Added new Patient Calls and Prior Authorization task types.
• The PCP and Examiner fields are now properly cleared when creating new charts.
• Fixed bug where importing data from reports into a new report could cause escribeHOST to hang.
• Streamlined the process for pushing escribeHOST updates and warning of scheduled downtime.
• Error pages are now more useful.
• Improved drug API error messages.

• Made the loading of tasks faster.
• Made the loading of rx favorites faster.
• Fixed an issue where buttons display as ovals in some browsers.
• Fixed an error with storing fax preferences.
• Major upgrade of our report-building engine.

• Resolved a potential issue with routing response messages to Surescripts’s ePrescribing Network.

• Fixed bug that prevented the deletion of scanned document batches.
• System tasks with no default user groups now go to the correct Account Admins.
• Fixed bug that prevented editing of a patient’s demographics if they did not have a DOB.
• Improved Surescripts error messages.
• Fixed harmless but annoying JavaScript error

• Added two new task types: ‘Inpatient Prior Authorization’ and ‘Outpatient Prior Authorization’.
• Providers will no longer be automatically added to their eRx tasks.
• When indexing a batch, it is now possible to specify which fields should persist across documents.
• Indexed documents can now have a DOS before 1980.
• System-generated tasks that do not have an associated Task User Group will now be sent to Administrators. This will prevent those tasks from being unseen by everyone.
• Fixed error when obtaining a provider’s Surescripts Provider ID.
• Fixed error when setting a patient’s preferred pharmacy.
• Fixed error when searching for tasks.
• Fixed error when adding yourself to a task.
• Other various fixes…

Task User Groups

Previously the rules for who received certain types of tasks were strictly controlled by the system and not easily modified. Now account administrators have the ability to create groups of users and designate them as default groups for certain types of tasks. When creating a new task, the default user group for the selected type will be automatically added to the list of recipients.

Speed Improvements

Many actions in escribeHOST have been tweaked to execute much faster, including:

• Loading tasks
• Loading a patient chart
• Editing patient demographics
• Loading a list of reports
• Report spellchecking
• Editing rxs
• Fetching rx formulary and benefits information
• Searching users
• Typing in stretchable textboxes

Tasks

• It is now possible to print a task.
• Tasks now display peoples’ full names instead of just their first names.
• New and improved interface for creating a task.
• The Search section now remembers the last-used search criteria.
• Providers are now automatically included on their system tasks.
• The notification that more than one person has the same task open is now less alarming.
• The ‘View patient chart’ links in rx tasks now go directly to the patient’s Rx Pad.
• Tasks scroll position is now remembered in Safari and Google Chrome.

Patient Charts

• It is now possible to view more results of a patient search. Previously only the first nine results were shown.
• When creating a new chart, existing possible duplicate charts are now shown.
• It is now possible to close the currently active chart.
• Internet Explorer 6 users now have limited access to patient demographics and reports.
• Fixed incorrect date displays in patient demographics and reports.
• Fixed a bug that prevented the deletion of charts.

Reports

• It is now possible to download any report as a PDF.
• Brand name and generic drugs have been added to the spellcheck dictionary.
• It is now possible to view a plain text version of a published report.
• ‘Carrying forward’ reports is now more accurately described as ‘importing data’.
• It is now possible to forcefully clear a medication field in a report.
• Fixed bug where trying to delete a newly-created report would produce an error.

Rxs

• The legacy ‘Date Prescribed’ field has been removed from new and existing rxs. It was often inaccurate and completely unused in the printing and sending of rxs to pharmacies. The ‘Renewed’ date field is now more accurately named ‘Last Written’.
• Previously-written rxs’ SIG and DAW are now editable.
• The position of an rx no longer changes after it has been modified.
• The ‘Write + Print’ button is now available on modified rxs.
• Modifications to rxs are now recorded as system comments.
• When denying an erx refill request, the reason and note are now added to the task.
• Prevented possible Surescripts errors by blocking illegal characters (newline and tab) from being entered into rx SIG and Comment fields.
• Fixed possible rx data corruption with concurrent erx refill requests.
• Formulary copay dollar amounts are now properly truncated.
• Fixed ordering of rx system comments.
• Printing an Rx Activity Log no longer requires the ‘Print Rx’ user permission.
• Rejecting a new rx or refill request no longer requires the ‘Delete Rx’ user permission.
• It is no longer possible to set a patient’s preferred pharmacy without the ‘Patient Demographics’ user permission.