V2.23 (Dec 2021)

V2.23.8021 Released 12/17/21

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

CACTWO-3581 (Enhancement)

Allow customers with encoder other than TruCode to see Partial Code Suggestions

TruCode encoder users today can receive benefits when the documenation is not fully available for engine to suggest a complete code. In this case,a partial code is suggested We have added the ability for non-TruCode encoder users to also enjoy this feature but, TruCode must be liscensed to enable this feature. Please contact your sale representative for pricing to enable.

CACTWO-3892 (Enhancement)

New section added to Administrative Dashboard

New sections have been added to the Administrative Dashboard: Coding Trends, Top 10 Queries, and Top 10 Final DRGs. Top 10 Final DRGs has a dropdown to allow viewing for current month, prior month and last 6 months.

The Top 10 Queries in Last 30 days pane has a dropdown to allow viewing of all accounts, inpatient accounts or outpatient accounts.

The Coding Trends per Day has a dropdown to allow viewing of Average Daily Codedand Average TAT to Submit. This pane does not have any grid links associated with it and is intended for informational purposes only. Coding Trends are based on the last day work was submitted and does not include today’s work. The last workday will show in the pane’s title bar.

CACTWO-4386 (Enhancement)

New Engine Outcome per CDI report

The Engine Outcome per CDI report shows the total codes that the engine is suggesting, and what CDI is using vs. what CDI is manually adding compared to the coder’s Final Codes. This report should tell the level of manual effort per CDI of those codes that are being used for final code assignment by coders. It will show total assigned codes by CDI broken down by code set along with how many codes were suggested by the engine versus added by text documents and non-text documents in addition to those that were added in duplicate. Duplicate is defined as codes that both the engine and the end-user added and are notated with an exclamation mark (!) in account detail. There is also a column to indicate the codes manually added and how many the coder assigned for final code assignment. This report card should be used as an educational opportunity to show possible improvements for the end-user and/or the code suggestions. This report is recommended to be used in conjunction with an audit. This is not retroactive enhancement.

CACTWO-4412 (Enhancement)

Add Workgroup Type classifications to each worklist to more accurately depict the Coding Chart Status Report

In Workflow Management, each workgroup now has a new “WorkGroup Type” field. This field is optional, but sites can designate a type for each workgroup. The purpose of doing so is for current and future reporting. For this feature, setting a workgroup to a type besides “Coding” will exclude the account’s time assigned to it in the “Coding Chart Status Report”.

Workflow groups can now be excluded from the Coding Chart Status Report if a group other than ‘Coding’ is selected. A new dropdown will appear in the criteria pane of the workgroup:

The Workgroup Type dropdown is based on a new Mapping Configuration that the user can add to if desired. A default set is included with the upgrade. If a user sets this field as anything other than ‘Coding’ or leaves it blank, any account with this workflow assignment will no longer count in the ‘From Coding Worklist’ column. In this Inpatient case, the account was assigned to workflow that had a Workgroup Type of Audit for 1 day, then was moved to a workflow with a Workgroup Type of Coding for another day before submission. Only the Coding time is showing in the column.

CACTWO-4601 (Enhancement)

Add 3 New columns to grid columns

Three new fields are available in grid columns for use in account search: Time Spent by CDI, Time Spent by Coding and Time Spent by First Coder. This change is not retroactive.

CACTWO-4654 (Enhancement)

Create Dashboards for Auditors

Two additional Dashboards have been created: Audit Personal Dashboard and Audit Management Dashboard. With the addition of these dashboards, the original buttons used for selecting the dashboard have been changed.The user can either click on the down arrow and drop down to see all the dashboards, or the user can click the left and right arrows to page through each dashboard choice.

CACTWO-4691 (Enhancement)

Work Available list added to all Dashboards

A panel on the dashboards that shows all work available will now show on all dashboards. The worklist starts with a ‘You’ assignment, then continues down through all workflow groups in order to how they appear in your users profile. The columns in this panel are the assigned groups, total charts in each group, oldest discharge date and total charges.

CACTWO-4692 (Enhancement)

Allow Forced Autoload user to view the new Work Available Queue

A new privilege called ‘View Work Available Queue in Forced Autoload has been added to Role Management. When this option is enabled, a Forced Autoload user will now see the Work Available Queue on the dashboard.

CACTWO-4698 (Enhancement)

Scheduled Workflow for Auditors

A new workflow category of Audit has been created which allows its assigned workgroups to be scheduled to run. When a criteria is created for the workgroup, a new link for adding an audit will be shown under the criteria name:

Clicking on the new link will bring up a schedule box, allowing that criteria to only be run daily, weekly or monthly.

Limits for the audit are assigned at the bottom. The first box is a max amount of accounts to pull into the workgroup, the second box is a percentage of matched accounts to be pulled in. If both boxes are filled out, the max amount will override the percentage. This can also be set to be run per group, selected from the groups drop down field.

CACTWO-4700 (Enhancement)

Add assigned workgroup to top of Audit Worksheet

The top of the Audit worksheet will now display any Workgroup assignments for that account.

CACTWO-4704 (Enhancement)

Add buttons to move through document tree

New backward and forward arrows have been added to the top of the Documents panel. This will allow the user to move up and down through the documents listed in the panel.

CACTWO-4705 (Enhancement)

Add buttons to move through viewer panel

New backward and forward arrows now appear to the left in the blue bar of the document viewer. This will allow users to move back and forth through documents that have been opened into the viewer screen. Note that when a user arrows back and forth, then clicks on another document, the user is starting a new history for that option.

CACTWO-4707 (Enhancement)

Add ability to drill down to physician queries in Account Search

‘Queries’ has been added to the Drill-Down Level options in Account Search. This will automatically add Queries columns to the resulting account search without the user having to add them. These default columns appear at the beginning of the grid and can be moved to other positions.

CACTWO-4710 (Enhancement)

Add ‘Query For’ field on queries to further define generic queries.

The new field will appear under the template name,. This additional “Query For” field will allow the template reason to be more specified.

The text that is added in this field will show in a new ‘Query For’ column in these reports: Outstanding Queries, Query Impact by Discharge Date, Query Impact Report, Query TAT by Author Report and Query Template Volume Overview. In order to see this new field you must add it to the template created in forms designers.

CACTWO-4716 (Enhancement)

Add internal note for physician queries

Internal only notes can now be added to Physician Query templates from Query Designer.

On a template, clicking the Insert dropdown will now show a new option of Add Internal Note. The Internal note is only displayed for the user filling out the query and is not set to the provider receiving the query. Selecting this option will add a highlighted free text line to the document

When adding a physician query the user will see the highlighted section in the query when that template is selected.

After sending, this note will no longer be seen unless the user has the privilege of ‘Edit Open Queries to resend’ in Role Management. An Edit checkbox will show on the dte line, and checking it will show the query with the internal note.

CACTWO-4721 (Enhancement)

Allow Validation Rules to be exported

A new ‘Export’ button has been added to the top of the page under the save rules button of the Validation Management page. Clicking on the down arrow will give the user the ability to export as a CSV file.

CACTWO-4722 (Enhancement)

Add chatroom to Validation Management

The chatroom that automatically opens if more than one user is in the same page has been added to Validation Management.

CACTWO-4724 (Enhancement)

Add Pending Reason drop down to Account List

The Account List dropdown button now has the option for a list of pending accounts. When Pending Accounts is chosen, the user will get a list of any accounts they have added a pending reason to.

CACTWO-4731 (Enhancement)

Add ‘You’ count to the Dashboard

The dashboards have a Work Available Queue panel. ‘You’ has been added to the list of workflow to show accounts that are assigned to that user.

CACTWO-4733 (Enhancement)

When ESC is selected while in a field it will clear new contents

By putting your cursor in any of the above text fields. If the field has an original value, then change it, then press ESC. The field should revert to its original value before you placed the cursor in the field (note: not the original field from the database).

• Account Search
• System Search
• Tuning Dashboard
• Validation Management
• Workflow Management

CACTWO-4741 (Enhancement)

Move Cancel button in Physician Query

The Cancel button has been moved a little farther away from the send button on a Physician Query to alleviate accidental clicks.

CACTWO-4748 Enhancement

Add columns to Account Search Pending Reasons drilldown

When drilling down on Pending Reasons in Account Search, new and updated automatic columns will be added: Added By, Added On, Current Role, Physician, Service Date.

CACTWO-4754 (Enhancement)

Change portions of the Audit Management viewer

In Audit Management viewer the Abstractions section of the viewer are no longer included in the Overall section. The Overall section has been renamed Overall Code Statistics. The tooltips in this section will no longer include the Abstracting values.

CACTWO-4755 (Enhancement)

Add Stages to the CDI Query Detail Report

A new column for “Stage” has been added to the right of the “Financial Class” column in the CDI Query Detail Report.

CACTWO-4758 (Important)

Reports updated to improve performance

Several user reports were timing out when the user was on a large database. Updates to reporting have been made to fix those performance problems. The reports affected are:

• Case Mix Index Report by Attending Physician
• Outstanding Queries
• Pending Reasons
• Query Overview
• Query Stats
• Query Template Volume Overview

CACTWO-4762 (Enhancement)

Allow for editing of text when changing physician on a query

When a user chooses to change a physician on a physician query after it is sent, the other fields on the query will also be open to editing the original query will retrain oringal text and can be found in the query list as “Canceled”

CACTWO-4765 (Enhancement)

Save section selection/arrangement when editing queries

All dynamic sections on physician querieswill be saved and viewable when editing a set query. Prior to this, when sections were changed on a query and the query sent, if subsequently edited, the changed sections would revert to their original positions. This will no longer happen. Testing Steps: Create any query with a template using sections. Rearrange/hide sections, populate some values, and send the query. Open the query and click the “Edit” checkbox to edit the query (if you are a non-Administrator, you need a privilege enabled to see the “Edit” checkbox). When you edit the query, the rearranged/hidden sections are still rearranged and hidden. Previously, all sections reverted to their original display.

CACTWO-4766 (Enhancement)

Populate the name field with the grid column name

When adding a new column in Grid Column Configuration, the Title will now automatically be defaulted to the field name. You can still change the friendly name if the automatic name is not what you want to use.

CACTWO-4769 (Enhancement)

Replace ‘filters’ with ‘criteria’

The word ‘filter’ has been changed to ‘criteria/criterion’ throughout the Workflow Management page for clarification purposes.

CACTWO-4774 (Enhancement)

Allow Autoload users work lists to be updated live

If a change is made to an Force Autoload user’s worklist in his profile, the user will no longer have to log out and log back in to get the new sequence. It will happen automatically.

CACTWO-4777 (Enhancement)

Add more drilldown ability to Administrative Dashboard

On the Admin Dashboard, Total Charts AutoClosed Today and Total ChartsRejected Today statistics will now be drilldowns.

CACTWO-4780 (Enhancement)

Add Auditor count to Administrative Dashboard

The Admin Dashboard will now show Auditors Online and Offline in the Users Online pane.

CACTWO-4781 (Enhancement)

Change Coder Productivity Pending data in the Admin Dashboard

On the Admin Dashboard Coder Productivity Pending Info and $ will only reflect discharged patients. The coder Productivity Pending Info and $ should only reflect discharged patients. We are using the pending info/$ to show DNFB which is Discharged Not Final Billed and we are capturing non- discharged patients here as well.

CACTWO-4782 (Enhancement)

Add Case Mix Index pane to Administrative Dashboard

On the Admin Dashboard a section for Case Mix Index has been added . This pane will show the Last 7 Days, 30 Days, 90 Days and 180 Days.

Case Mix Index is defined as the sum of DRG Relative Weights divided by the number of accounts with a DRG Relative Weight.

CACTWO-4783 (Enhancement)

Add Working Case Mix Index pane to CDI Management Dashboard

On the CDI Management Dashboard a section for Case Mix Index for Working DRGs has been added as a pane to the Administrative Dashboard. This pane will show the Last 7 Days, 30 Days, 90 Days and 180 Days.

The Working Case Mix Index numbers come from the sum of Working DRG Relative Weights divided by the number of accounts with a Working DRG Relative Weight.

CACTWO-4785 (Important)

Errors occurring in the Discharged Not Final Coded report

When a large data amount is being reported, the Discharged Not Final Coded report would not complete as an XLSX and gave incorrect data. This has been corrected.

CACTWO-4786 (Important)

Missing physician validation rule is not being triggered

A rule to trigger for a missing physician that was set up in Validation Manager was not triggering when the account did not have a physician. This has been corrected.

CACTWO-4788 (Important)

Large accounts cause Validation Rule delays

Long stay accounts with thousands of documents were not triggering Validation Rules in an acceptable amount of time. Performance has been corrected.

CACTWO-4789 (Enhancement)

Allow Physician ID to be added to CDI Query Detail report as XLSX

The CDI Query Detail report will now add a Physician ID column only when it is exported as a XLSX.

CACTWO-4795 (Important)

Missing drilldown columns from Account Search

When a drilldown is used in an Account Search filter, the columns associated with that drilldown are added to the results grid. But when scheduled as a report, those columns were not showing in the report. This has been corrected.

CACTWO-4797 (Enhancement)

Reassign a chart after a specified time period

A new field has been added to workflow to allow accounts to be assigned to new workgroups if they have sat too long in their original workgroup.

“WorkGroup Assigned Date” has been added to Workflow Management. When used, this field adds a new optional workgroup field to type in the name of a workgroup. By doing so, the workflow engine will check the assigned date/time of the specified workgroup to determine assignment eligibility.

To test, assign any account to any workgroup (manually or automatically, doesn’t matter). In Workflow Management, create or edit a custom workgroup with the criteria “WorkGroup Assigned Date” –> name of the workgroup you assigned the account to –> “More Than” –> 1 day ago. Let the Script Engine run overnight. At midnight workflow additionally assign the account to your custom workgroup. If it didn’t, attach the Script Engine log for review.

When implemented at the site, to mimic “24 hours”, the criteria should be “More Than –> 2 days ago” since workflow works off days and not times.

CACTWO-4798 (Enhancement)

Change how Audit accuracy fields appear in Account Search

In Account Search, any Audit accuracy fields were showing as a decimal point. This has been changed to show as a percentage.

CACTWO-4803 (Important)

Weekly Coder Activity report receiving disconnect error

A connection error was occurring when running the Weekly Coder Activity Report multiple times. This has been corrected.

CACTWO-4804 (Important)

Not correctly checking codes for validity using the Solventum CRS Encoder

When using Solventum CRS encoder, the Discharge Date was used for figuring validity of a code in Solventum CRS. Any outpatient accounts that have a discharge date that is after the admit date are then likely to get coded with invalid codes. Correction has been made so that outpatient accounts use the admit date as the discharge date for figuring whether a code is valid.

CACTWO-4805 (Important)

Document Type Management was not saving mass edit changes

Document type changes were not being saved properly when using mass edit or changing document group assignments. This has been corrected.

CACTWO-4806 (Important)

Restored images are being marked as new documents

If an image that has been purged is restored by redownloading, it was being marked as a new document. This has been corrected so that restored images are given an original import date to keep it from being considered as a new document.

CACTWO-4813 (Important)

Validation rules not being triggered properly for empty fields

A validation rule that looks for a field match was not being considered when the field was blank. These operators have been updated to ensure that if a property is an empty string, the validation rule will interpret it the same way as if the field was null or didn’t exist: Not Equal, Not In List, Not Contains and Does not Exist.

CACTWO-4817 (Important)

Data in Audit comment bubbles is not being retained

Text that is attached to a code in an Audit via the comment bubble was not being retained when sent to the Coder from the Auditor. This has been corrected. The code will remain with the red bubble, which when hovered over or clicked on will show the text.

CACTWO-4823 (Important)

Physician deactivation is calculated in inconsistent ways

If a physician’s deactivation date is during an inpatient account timeline, they could still be assigned to a procedure if the date is after the physician’s deactivation date. For the sake of consistency, the procedure date will be looked instead of the account date to determine if a physician is deactivated.

CACTWO-4825 (Important)

Display of sample date on monthly run reports is not correct

When a report is scheduled to run in a monthly format, the ‘sample’ date that is shown to the right does not match the month dates. This has been corrected.

CACTWO-4826 (Important)

Role Management not giving ‘save’ reminder

When in Role Management and making a change, the user is not being reminded to save when attempting to leave and open a different page. This has been corrected.

CACTWO-4830 (Important)

Change how duplicate codes are calculated in Audit Worksheet

When a procedure code is duplicated by a coder and an Auditor then updates the Audit worksheet, one of the codes was being calculated as an additional code. This has been corrected so that intentional duplicates are not read as extra codes.

CACTWO-4831 (Enhancement)

Change coloring of Code Summary to red for warnings

The Code Summary shows as red in the Navigation Tree if there is a validation error. Validation warnings in the Code Summary will display in red, to indicate more attention needs to be paid to the validation rule.

CACTWO-4836 (Important)

Single Path Coder is not able to submit an account

An error was occurring when a Single Path coder role attempted to submit an account. This has been corrected. Single Path coders can both save and submit.

CACTWO-4838 (Enhancement)

Allow Account Search on accounts without date properties

The user can now run an Account Search based on an account number without using a date property criterion. If a user puts together Account Search criterion without having a date or account number field, they will receive a new pop-up warning box:

CACTWO-4851 (Important)

Scheduled Report is being duplicated

If a user accidently double clicked while saving an Account Search as a Scheduled Report, two reports were being recorded. This has been corrected. Multiple clicking will only result in one ‘save’ of a scheduled Account Search report.

CACTWO-4863 (Important)

Data entered on a pop-out worksheet not appearing on main viewer

When popping out a worksheet and then moving to a different document on the main viewer, if the user added data to the popped-out worksheet and then on the main tab moved from the document back to that worksheet, the data would not show in the main viewer. This has been corrected.

CACTWO-4864 (Important)

Account Search adding in columns during detail search

After a saved Account Search is called up and the user opens multiple account details, the Account Search adds in all the columns that are not check marked for that search. This has been corrected.

CACTWO-4867 (Enhancement)

Add warning when using PrincipalDX dropdown in TruCode™

The TruCode™ PrincipalDX dropdown button on the Compute button in Account list will open a blank screen if used on an outpatient account. This feature is only for inpatient accounts, so a new pop-up message will now occur if the user tries to use PrincipalDX on an outpatient account.

CACTWO-4885 (Important)

Birthweight not updating when entered in Solventum CRS

CAC2 will now capture the birth weight from Solventum CRS if it is provided from Solventum CRS. Note: The birth weight is only prompted in Solventum CRS on newborn accounts if an APR-DRG grouper is used.

V2.24 (Apr 2022)

V2.24.8129 Released 04/04/22

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

CACTWO-4838 (Enhancement)

Do not require date fields for Account Number searches

In Account Search, filters cannot be completed unless there is a date field included in the criteria. This has been changed so that if the user is searching on a particular account number, they will not be alerted to select a date field.

CACTWO-4857 (Enhancement)

Add columns to System Search

New columns have been added to the System Search page: Admit Date, Discharge Date, First Submitter and Facility. They will appear as the last columns and have the same sorting and filtering abilities as other columns on the page.

CACTWO-4867 (Enhancement)

Alert user for PrincipalDX usage on inpatient accounts

The PrincipalDX button on the Compute Dropdown is for use on TruCode™ encoder inpatient accounts only. If a user accidently deploys it on an outpatient account, the result is a blank screen. If a user does this, they will receive a message stating the PrincipalDX option is only for inpatient accounts.

CACTWO-4871 (Enhancement)

Add Workgroup column to User Audit Trail report

The User Audit Trail report has a new column that will display the name of the workgroup the user opened the noted account from.

CACTWO-4872 (Enhancement)

Allow TruCode™ to be opened from Anesthesia codes

The TruCode™ Encoder codebook can now be opened by clicking on an Anesthesia Code in the TruCode™ Research Panel. For TruCode™ Encoder users only.

CACTWO-4900 (Enhancement)

Allow ‘Does Not Include’ to include a multi-string value

Currently in Validation Management Rules, using the operator ‘Does Not Include’, such as Diagnosis Codes – Does not Include – only allows for one property, such as R05.

This has been changed to allow for multiple properties. For Diagnosis Codes – Does not Include – R05, R06.02, I10, the rule will trigger if the account does not include all of those codes. If the account has one of those codes, the rule will not trigger.

CACTWO-4905 (Enhancement)

Add Physician Coding Summary to the Navigation Tree

When a physician coder adds codes to an account, a coder working in that account will now see an Physician Coding Summary viewer listed in the Navigation Tree.

CACTWO-4913 (Important)

Editing a suggested PCS code is not defaulting the date and physician

The date and physicians that are populated on a document from an interface, then default onto PCS codes. When PCS codes are assigned, the defaulted data is held. But, if a user edits a code while it is still unassigned, the date and physician are not being defaulted in the Edit Code box. This has been corrected.

CACTWO-4914 (Important)

The HCC viewer was not displaying correctly on multiple MRN accounts

When multiple accounts have the same MRN and the earliest account has an HCC status on a code, the later account is not creating a Previous HCC Overview viewer in the Navigation Tree. This has been corrected.

CACTWO-4915 (Important)

Short Cut keys are not performing according to the menu

The Keyboard Shortcuts menu under the Help button was displaying incorrect data for some of the code assignment shortcuts. These have been corrected.

CACTWO-4916 (Important)

Workflow Categories not being deleted properly

If one of the five default workflow categories (Audit, Autoclose, Post Discharge, CDI/Concurrent, QA Review) is deleted when no workgroups are present, returning to Workflow reinstates that Category. This has been corrected so that empty categories remain deleted.

CACTWO-4920 (Important)

Receiving error when submitting accounts with codes on image

In some instances, when codes are added to an image file and the account is submitted while the user still had the image in their viewer, an error message was occuring. The underlying issue has been corrected.

CACTWO-4921 (Enhancement)

Allow all codes in TruCode™ Edit panel to be clickable

Any code that appears in the TruCode™ Edit Encoder panel can now be clicked to open the Codebook to that code. Please note that if the user has a pop-up blocker deployed, this can interfere, so it should be turned off . For TruCode™ Encoder users only.

CACTWO-4922 (Enhancement)

Remove ‘+’ sign when not necessary in the Transactions Viewer

In the Charge Transactions Viewer, the ‘+’ sign indicates multiple instances, and can be clicked to show them. This change will take the ‘+’ sign away from any transaction that has a single instance to prevent unnecessary clicking.

CACTWO-4924 (Enhancement)

Add new Caution Column to Transactions and Charges viewers

A new Caution Column has been added to the Transactions and Charges viewers for TruCode™ users. This column will indicate a flag if TruCode reports an edit on a charge on an outpatient account.

CACTWO-4927 (Enhancement)

Add Physician Coder criteria to Validation Management

New user level criteria has been added to Validation Management: Is Physician Coder, Is Not Physician Coder

CACTWO-4928 (Important)

PSI indicators not displaying if procedure code is a multiple

If a procedure code appeared twice on an account, but had different procedure dates, the PSI code was not being triggered. This has been corrected.

CACTWO-4929 (Enhancement)

The Engine Outcome per Coder report has been updated

New updates have been made to the Engine Outcome per Coder report.

• For each ‘Total For’ value, the result has been changed from an average to a sum.
• All subtotal values are now whole numbers.
• User Score and Engine Accuracy percentage show as whole numbers.

CACTWO-4931 (Important)

Create a warning if account is locked in use

A new warning will appear at the top of any document that has been updated while the account has been locked in use.

CACTWO-4935 (Enhancement)

New drilldown for Physician Coding added to Account Search

A new drilldown menu that will present data for Physician Coding Assigned Codes has been added to Account Search.

CACTWO-4936 (Enhancement)

Add new column to Physician Code Summary viewer

A Physician Coder will now see an additional column in the account’s Code Summary viewer, identifiying any Diagnosis Codes that were attached to the Procedure Codes.

CACTWO-4939 (Important)

Account comments with emojis are not saving properly

If a user added a comment with an emoji to a note on an account, the account saved, but when later accessed, would not resave the account. This has been corrected.

CACTWO-4943 (Enhancement)

Add new operator to the Physician Roles field in Validation Management

A new operator of ‘More then Ten of’ has been add to the Physician Roles field in the Validation Management page. Using this will alert the user that there are more than 10 of a certain physician role on an account.

CACTWO-4944 (Important)

Blank procedure date not triggering validation rule

When a CPT code without a date was added to an account, the validation rule which looked for non-existing procedure dates was not triggered. This has been corrected.

CACTWO-4947 (Enhancement)

Allow HTML within text fields to not cause display issues

Previously, HTML was allowed in text fields, but some characters such as < / > = were causing a display issue. The update has been corrected to allow those characters to display correctly.

CACTWO-4949 (Enhancement)

New Query Template Volume by Discharge Date has been created

This report is close to the Query Template Volume Overview report except that it reports by discharge date, not query creation date. Only queries of discharged accounts will show on this report.

CACTWO-4950 (Enhancement)

Allow Workgroups and Criteria to use an ‘or’ statement

Workgroups and workgroup criteria within Workflow Mangement can now include an ‘or’ statement. When clicking on the criteria link, and the dropdown opens the user will now see an option to add an ‘or’ group:

Clicking on the “Add OR Group” results in a line that states ONE of the following with an “Add OR Criteria” link.

Example of OR Criteria

This is an example of an “OR” criteria. Essentially, at the end of each criteria you will add an ADD or an OR so it looks like the below. Based on this criteria, the chart will fall into the Inpatient Surgery worklist if the chart has a patient type of Inpatient AND the patient has been discharged and the patient has EITHER a hospital service of SUR OR the Documents must include an Operative Report or OP Note. The OR criteria is listed in blue to call attention.

CACTWO-4953 (Enhancement)

Allow ability for Workflow to have quoted, comma separated values

When creating criteria in Workflow Management, the user can now use double quotes around a value that contains a comma to show it is all one value:

CACTWO-4959 (Important)

TruCode™ DRG Analysis tab is not populating

When a Primary Grouper is identified as a TruCode™ grouper and the Secondary Grouper is identified as a GPCS Grouper, the TruCode™ DRG Analysis tab is not displaying correct data if it is available. This has been corrected. For TruCode™ Encoder users only.

CACTWO-4960 (Enhancement)

Allow Validation Manager to support double quotes

In the instance of document names with commas, Validation Management reads the entry as two separate documents. Users can now use double quotes around a document with a comma in its name to prevent that split. As an example, if the user wanted to make a list search for a document called Admit, Covid19, they would write the rule as “Admit, Covid19” so that it is read as one document, not two.

CACTWO-4961 (Enhancement)

Allow for double quoted documents in Account and System Search

Double quotes can now be used around document types that have commas inside them when searching using Account Search and System Search. In this case, the document type of Admit, Covid-19 would be written as “Admit, Covid- 19” so that the system reads it as one document, not two

CACTWO-4964 (Enhancement)

Add a column for Forced Autoload to User Management

A new column for Forced Autoload has been added to the User Management grid. To turn it on, access the ag-grid and check the box. The new column appears first in the grid after the Actions column, and can be moved anywhere on the grid.

CACTWO-4965 (Enhancement)

Autoset Exempt POA in realtime

The Exempt POA status will now be set in realtime for any POA-exempt diagnosis codes that are assigned. The issue occured when an account was originally outpatient when FAE results were received (no POA) and then the account was changed to inpatient or the code was originally not POA-exempt prior to a coding update and then the patient remained in-house after the coding update.

CACTWO-4968 (Enhancement)

Combine default and custom workgroups into new columns

New columns added to Grid Column Configuration “All Criteria Groups” and “All Workgroups”. These columns will show default and custom workgroups and criteria together, comma separated.

CACTWO-4972 (Important)

The hospital services field is not being saved correctly in reports

When creating a user report, if the Hospital Services field was filled and then saved, it looked like it saved. But exiting and re-entering that report showed the field as being blank. This has been corrected.

CACTWO-4977 (Important)

Slowness in Account Search for very large results

A process improvement has been made to speed up the results for Account Search where the criteria search includes long periods of time for large amounts of data.

CACTWO-4978 (Important)

Scheduled report being triggered to save without changes made

When opening an older scheduled report, the user was receiving a ‘save’ prompt when closing. This was due to another field being added by the system behind the scenes. The save prompt will no longer show unless the user makes a change or selection.

CACTWO-4983 (Enhancement)

Add new column to CDI Activity report

A new column called Time Spent has been added to the end of the CDI Activity report. This will show the time the CDI spent within the stated Category.

CACTWO-4984 (Enhancement)

Change Document Type Management to stop group removal

When right clicking on any field in the Document Type Management page, the user will no longer have the Tools option to remove grouping rows. Grouping rows must stay static.

CACTWO-4987 (Important)

Change conflict occuring on null fields

The change conflict feature is not treating null fields the same as empty fields, causing the box to pop when it shouldn’t. This has been changed so that null, undefined, and empty fields are all treated the same.

CACTWO-4988 (Important)

Transferred codes are not in the correct order

When using the Transfer Account Codes viewer, the codes that are selected are being copied over in reverse order. This has been changed so that the codes copied are in the same order as on the originating account.

CACTWO-4989 (Important)

HTML code is appearing the in TruCode™ encoder

When a user highlights words in a document and right clicks and selects Add Code from Encoder, sometimes HTML coding is appearing in the TruCode™ encoder. The system has been updated to interpret that code as a blank space.

CACTWO-4990 (Important)

Physician ID drop down is not readable at screen bottom

The Physician ID field drops down in the Physicians & Queries pane, but when the user is at the bottom of the screen, the results cannot be seen. This field has been changed so that it will drop up the list, instead of dropping the list down when at the bottom of the screen.

CACTWO-4992 (Important)

Account change window popping during document saves

When an account is opened that has an automatically added form, if the user saves without adding anything to the form, then adds to the form and saves again, the account change window was displaying. This has been corrected so that the window no longer displays.

CACTWO-4995 (Enhancement)

Create field for Alternate DRG

A new field has been created called Alternate Reconciled DRGs. This field can be added to grids using the Grid Column Management page. Once added, it will display manually recorded DRGs that have been added by a CDI Specialist in the Working CDI History viewer.

CACTWO-5000 (Important)

Forced Autoload user is not being advanced to their next account

If a Force Autoload user was working in an account while an administrator was changing the assigned workgroup limits on that user, the user was not advanced to the next assigned account upon submission of the current one. This has been corrected.

CACTWO-5005 (Important)

Change CSV export view for transaction

When right clicking in the transactions viewer to export to CSV, the grouping row was showing up as a line in the report. If there were two transactions under Group 88888, it was showing in the CSV report as three rows, when it was only two. This has been corrected to no longer show the grouping row.

CACTWO-5054 (Important)

Prevent blank query when changing physician of responded query

If you click “Change Physician” on a physician query with a response, the new physician query will no longer be blank.

ER E/M Module

The ER E/M Viewer is an add-on module that was partially released within 2.23 for beta testing therefore the release notes below are changes made to this release. If you do not have this module, you can contact the SME Team (smeteam@dolbey.com) for more information

CACTWO-4877 (Enhancement)

Collapse options in the ER E/M Configuration page

The options in the ER E/M Configuration page (Trauma, No Charge, etc) can now be collapsed and expanded to allow proper focus when working in this page. Clicking ‘Add’ on any option will auto-expand the option panel.

CACTWO-4925 (Important)

Multiple issues with the new ER E/M Viewer

These items in ER E/M Viewer were corrected or changed:

• Send Charges Outbound is now a checkbox
• New Assigned CPT Codes section will appear above Summary
• A History section will list prior submitted E/M charges below Summary
• If a duration of critical care is entered, the following two questions (Criteria Met and Time Determined) must have an answer of Yes to suppress the E/M Level entry
• Modifier(s) can be added if a critical care charge is present
• The quantity for a charge indicating ‘initial’ can only be 0 or 1 Erroneous Conflict Check will no longer occur.

CACTWO-4937 (Enhancement)

ER E/M Coding added to Validation Management

The E/M Coding viewer can now be set as a navigation option in Validation Management. If the rule that is set with this navigation is triggered, the account will bring up that viewer. In this instance, if a procedure code exists but does not have a procedure date on it, the validation rule will trigger and will take the user to the account’s E/M Coding viewer.

CACTWO-4938 (Important)

E/M Coding viewer not showing as read-only

When an account is in read-only mode, the E/M Coding viewer was not. This has been corrected.

CACTWO-4945 (Enhancement)

Identify E/M Coding that has not been sent outbound

The E/M Coding Viewer has a button to send the coding outbound. The viewer name will now be colored red if the coding exists but has not been sent, to alert users. Once the coding is sent outbound, the color of the viewer name will change back to black.

CACTWO-4948 (Enhancement)

Add display for current E/M Coding charges in Code Summary

The bottom of the Code Summary viewer will now display the totals of the charges from the E/M Coding viewer.

CACTWO-4973 (Enhancement)

Add arrows to move columns in ER E/M Configuration

A new column called Move with up/down arrows have been added to drop down items in the Options section of the ER E/M Configuration page. This will allow users to arrange the order they want those items to display

V2.25 (Jun 2022)

V2.25.8210 Released 06/24/22

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

CACTWO-3976 (Enhancement)

Widen header banner in XLSX reports in User Reports

The columns in XLSX user reports have been widened to show the full name of the header to make it easier for users to understand where the data is coming from in User Reports. Prior to this change all fields required the user to expand each field to see the field name.

CACTWO-4847 (Enhancement)

Show run history of Scheduled User Report

Scheduled User Reports will now show the run history. If the user clicks on a report on the left side of the screen, the right side will now show a run history above the schedule data for the last three times the report ran, whether it was successful or errored.

CACTWO-4942 (Enhancement)

Allow a report deleted in JSReports to be recreated

If a report in the Scheduled User Reports page is deleted in the JSReport Studio, an exclamation point will appear next to the report in Scheduled User Reports. Clicking on that report name will bring up a red toast message letting the user know the report was deleted in JsReports, and they should either delete it or save it again. If Saved, it will recopy to JsReport Studio

CACTWO-4996 (Enhancement)

Allow ‘Or’ filters in Validation Manager

Validation Rule Editor can now be filtered using both ‘And’ and ‘Or’ filters. When adding an ‘Or’ filter, the user needs to make sure they are adding ‘Or’ criteria, not regular Add Criteria. ‘Or’ and ‘And’ criteria can both be used on the same validation rule.

CACTWO-5001 (Enhancement)

Alert user if scheduled Account Search report does not return any data

If a scheduled Account Search runs but no data is returned, it currently mails a blank report. This has been changed so that an email is no longer generated if a scheduled Account Search returns no data.

CACTWO-5006 (Enhancement)

Add Specimen symbol to Flowsheet viewer

If a discrete value on the Flowsheet viewer has a specimen, it will now show as a beaker symbol in the Results column. Hovering over the symbol will provide the name and site of the specimen.

CACTWO-5012 (Enhancement)

Add dropdown to Flowsheet viewer

If multiple discrete values have the same major category but different categories, clicking on the major category will now show all the discrete values merged together. Clicking on a subcategory will show the user which discrete values are attached to which subcategory. This will allow you to trend data better so that all subcategories display together.

CACTWO-5013 (Enhancement)

Add the ability to use Or groups in Account Search

Or group functionality that was added to Workflow can now be used in Account Search. The user can now add an Or Group with multiple criteria under it as part of the filter and the search can be scheduled for reporting.

CACTWO-5024 (Enhancement)

Add focus for the cursor in the TruCode™ Codebook

When the TruCode™ CodeBook is opened via the Encoder button at the top of a document, the cursor will now automatically focus in the search box. Prior to this change the user had to place there cursor in the box.

CACTWO-5025 (Enhancement)

Remove case sensitivity from Flowsheet viewer

When performing a search in the Flowsheet viewer, the search will no longer be case sensitive.

CACTWO-5026 (Enhancement)

Allow CDM manually in the EM E/R Configuration screen

In the EM E/R Configuration screen, after clicking Edit CDM Table, there will now be a new button to Add CDM. This will allow the user to manually record and save a CDM entry.

CACTWO-5047 (Enhancement)

Add minimize button to the “Shift Reasons for Physician Query” dialog box

When a physician query is closed the shift reasons viewer now has a mimumize button so you can view data behind the dialog box if needed..

CACTWO-5066 (Enhancement)

Add new columns to the Query Impact by Discharge Date report

Four new columns have been added to the Query Impact by Discharge Date report: Admit Date, Discharge Date, Financial Class and Payor.

CACTWO-5067 (Important)

Dashboard Prior Month Top 10 DRG is always blank

The Top 10 Final DRGs panel in the Administrative Dashboard were not calculating correctly for Prior Month. This has been corrected.

CACTWO-5069 (Important)

Workgroup level criteria is not being considered in Audit Workflow

The Audit Category of Workflow was not considering workgroup based criteria. This has been corrected.

CACTWO-5071 (Enhancement)

Allow DX associated with CPT codes or charges to be sequenced by Physician

Coder Currently, DX associated with CPT codes or charges that were added by a Physician or Single Path coder are sorted alphabetically. This change will allow that user to decide on the sequence for the codes.

CACTWO-5085 (Enhancement)

Add Suggested GMLOS for use in grids

The Suggested DRG module will display the Suggested GMLOS to the account for use in account grids. For Suggested DRG Module users only.

CACTWO-5087 (Important)

Exception occuring due to criteria issues in the Validation Editor

In Validation Rule Editor, if a criterion with the operator of ‘does not include’ is followed by a single numeric character, an exception is occuring in the Account that triggers that validation rule. This has been corrected.

CACTWO-5096 (Enhancement)

Allow TruCode™ to override an unspecified code edit

When a user receives an unspecified code edit in the TruCode™ edits tab which results in a DRG of 999, they will now be able to override that. When computing, if they receive the edit, the user can go to the Account Information viewer of the account and add a Billing note.

This note defaults to None. Selecting one of the other two options and clicking compute again will remove the edit and create a valid DRG.

CACTWO-5098 (Enhancement)

Add new options to the Audit Schedule grouping

In Workflow’s category of Audit, the Audit Schedule will now allow a grouping for User ID fields. These are all fields that end with a User ID in their description.

CACTWO-5099 (Important)

Cancel button in Audit Schedule box is not working properly

If a user clicks an ‘x’ next to an option in the Audit Schedule box in an Audit Workflow criteria, then clicks the Cancel button, the option is still being removed. The Cancel button should be canceling the move. This has been corrected.

CACTWO-5100 (Enhancement)

Add Physician Coders to the online/offline count in Admin dashboard

The online/offline display in the Administrative dashboard has been updated to look at either user’s current role. These are Auditor, Coder, CDI Specialist, Physician Coder and Single Path

CACTWO-5102 (Enhancement)

Prevent starting inpatient audit without a DRG

A DRG will now be required on inpatient accounts before an audit can be started. If it is not present, a toast message will be presented to the auditor.

CACTWO-5104 (Enhancement)

Allow Solventum CRS to override an unspecified code edit

When computing a DRG and finding an unspecified code edit in the Solventum CRS for in inpatient account, the user can right click on the code under Diagnosis Code Details and choose ‘edit code properties’. Here the user will be able to chose one of 2 values and complete the DRG, which then avoides the DRG of 999. It the user reviews the Account Information viewer on the account, they will see the option they chose in the Billing Note, other than None. The user can also select the billing note before they compute to avoid the DRG of 999.

CACTWO-5105 (Important)

Working DRG data is being removed from the Account History page

The Account Show History page has been updated with the following changes: If a Working DRG is deleted within a sesssion, an entry will now appear in the DRG timeline indicating this; the incorrect ‘Principal Diagnosis Code’ entry that was being seen has been removed.

CACTWO-5107 (Important)

Tooltip is incorrect in Account Search

When an Account Search filter is saved, the tooltip is not showing that user’s ID until the Account Search Page is left and re-accessed. Also, the date/time of the tool tip was showing the date/time the Account Search was loaded, not the date/time of the last change to that filter. This has been corrected.

CACTWO-5109 (Important)

Account History is not showing role of the user

The Account Show History page has been corrected so that the role of the user is being properly shown in the View Changes list on the left side of the Account Show History page.

CACTWO-5111 (Enhancement)

Add Hospital Service as a filter to the Coder Activity Report

The additional filter of Hospital Service has been added to reporting. Any Report, such as the Coder Activity Report, that can be filtered on Hospital Service will now show in that report’s filter.

CACTWO-5112 (Enhancement)

Allow each transaction to be editable in the Transaction (Charges) viewer

The Transaction/Charges viewer will now allow each transaction to be edited by by physician coders: Diagnoses, Physician, Physician Modifiers. Prior to this change only the main charge could be editted rather each charge nested.

CACTWO-5114 & CACTWO-5169 (Enhancement)

Allow EM E/R cofigurations to be copied to mutliple facilities

If a user has a Facility Mapping, the EM E/R Configurations can now be copied between the various facilities. If the user works has a Facility mapping, a new option will appear in the top right of the screen allowing selection of one of the facilities. Once a facility is chosen, that facilities levels will appear. A new Copy button will show at the top of the Levels section. Clicking it will open a dialog asking the user what facility to copy those current levels to. The levels will be presented in a dropdown. In this case, I am in Dolbey South – Cincinnati, and when I select the copy button, I have the option to pick another facility to copy those levels to:

This option will overwrite and copy the current levels that are onscreen to the facility that is selected. If the user does not have a Facility mapping, then these copy options will be hidden.

CACTWO-5115 (Important)

Scheduled user reports will no longer run if User is disabled

If a user creates a scheduled report and that user is then disabled, the report will no longer run. This has been corrected so that as long as that report is marked ‘shared’ it will continue to process if the user that created it is disabled.

CACTWO-5119 (Important)

Not all audits are being counted as completed in the Dashboard

The Audit Personal Dashboard was showing correct data for In Progress, but the audits were not showing as completed if they were completed by the coder instead of the Auditor. This has been corrected so that no matter how an audit is completed, the auditor will have the audit show as completed in their personal dashboard.

CACTWO-5123 (Enhancement)

Allow an account to be editable when in audit

A new privilege has been added to Role Management called ‘Edit Account under Active Audit’. With this privilege assigned to a role, that role will now be able to work on accounts in an audit status, rather than be locked out.

CACTWO-5128 (Important)

Abnormal value flag is not showing in an exported flowsheet

If a flowsheet with an abnormal flag is exported to CSV, the flag was not showing on the output. This has been corrected.

CACTWO-5136 (Important)

Engine Outcome per CDI report was not giving correct data

If the Engine Outcome per CDI report was run as pdf or html, it was not matching the data when run as xlsx. When run as xlsx, the report was exporting the data to the Coder report, not the CDI report. This has been corrected.

CACTWO-5137 (Important)

Allow up to 5 CPT modifiers per CPT code for Solventum CRS users

When using Solventum CRS as the grouper, CPT codes will now allow up to 5 modifiers per code rather than 4.

CACTWO-5139 (Important)

PSI 04, 18 and 19 should not require a POA of N

These 3 PSI indicators will no longer take into consideration the POA designation when calculating the PSI.

CACTWO-5141 (Important)

EM E/R Configuration not using correct dates on new lines

Adding new options in the EM E/R Configuration was taking the data of the oldest effective date entry instead of the latest. This was causing anything added after the oldest effective date entry to not be carried over to the new option. This has been corrected.

CACTWO-5142 (Important)

Recent Suggested Working DRG report is missing a column

With accounts saved under very specific circumstances, when the Recent Suggested Working DRG report is run as an XLSX, the column is missing. This has been corrected.

CACTWO-5143 (Important)

Physician Query signature is not being copied to the message

If a signature was added to a Physician Query and sent out, that signature was not appearing in certain outbound physician query interfaces. This has been corrected.

CACTWO-5150 (Important)

Reports are not able to be stretched and are cut off

Due to mispositioning of several buttons, the user could no longer stretch a report and it was cut off with no scroll bars. The buttons have been moved to correct this issue.

CACTWO-5158 (Important)

Open queries are not being shown in query reports

If a physician query was initiated from an account-level physician that was imported via ADT, the physician query was being left off these reports:

• Outstanding Queries
• Query Overview
• Query Stats
• Query Template Volume Overview
• Query Template Volume by Discharge Date

This has been corrected.

CACTWO-5161 (Enhancement)

Add PHI disclaimer to scheduled account search

If a report schedule is set up for an Account Search filter, a new checkbox will show at the bottom of the schedule screen with a disclaimer for PHI. The user must check that box in order to save the schedule, and the box must be checked anytime the schedule is edited.

CACTWO-5163 (Enhancement)

Add Query data to the Account Search drilldown

In Account Search, if the user selects a drilldown and they have a specific matching field that filters the same drilldown, then the grid results will automatically filter to the values in the criteria.

CACTWO-5164 (Important)

Scheduled account searches not showing some Working DRG information

properly Fields associated with Working DRG that were used in scheduled account searches were not showing correct totals. This has been corrected.

CACTWO-5174 (Important)

Validation rule for ‘does not exist’ is not working properly

If a validation rule was set for ‘does not exist’, it would still trigger if the value equalled “0” or “00.” This has been corrected.

CACTWO-5180 (Important)

Correct the way pinned columns are displayed in schedule

If there are pinned columns in an account search that is scheduled, the emailed report is showing the columns in their original position instead of their pinned position. This has been corrected.

CACTWO-5182 (Important)

Time Spent field is not picking up all time in the account

If a user did work in an account, saved, remained in the account to do more work and saved or submitted, the first time before the first save was not being counted. The ‘Time Spent’ field will now total all work done in an account before a save/submit and exit.

CACTWO-5187 (Important)

POA displays as ‘Y’ rather than ‘U’ in Code Summary viewer

In a case where an outpatient account is changed to an inpatient account, POAs of U were displayed as Y in the Code Summary viewer. This has been corrected.

CACTWO-5191 (Important)

Case Mix Index by Attending Physician sometimes showing no difference

The Case Mix Index by Attending Physician report was using a Reconciled DRG as the Working DRG, resulting in a difference of zero. This has been corrected, along with the CDI Query Detail Report and Case Mix Index Comparison Trend.

V2.26 (Sep 2022)

V2.26.8297 Released 09/09/22

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

CACTWO-4888 (Enhancement)

Add Discharge Not Final Coded panel to Admin dashboard

A new panel will appear in the middle column of the Admin dashboard to show ‘Discharge Not Final Coded’ statistics. This panel will show both the last month and current month statistics and will update during the script engine’s overnight run. The panel can be filtered by category and facility. Clicking the Add Goals (or Edit Goals after goals have been added) will allow users to add monetary goals for categories. The blue numbers provide a drill down to see the accounts behind the number of charts that are represented by the dollars holding.

CACTWO-5002 (Enhancement)

Added Support for Elixhauser Comorbility Index calculations

Elixhauser Comorbility Index calculations can now be seen in account details, if licensed. These are triggered by certain comorbidity diagnosis codes that are added as secondary on the account. If an account matches criteria for an Elixhauser calculations, two things will be displayed:

The banner bar will display QI. When hovering over the QI indicator it will show what those designations are

In the Code Summary viewer, the Algorithm for Quality Indicators will be displayed at the bottom, showing the codes that match the descriptions in the hover over of the QI tag.

CACTWO-5031 (Enhancement)

Background Color for Physician Query internal notes lightened

When an internal note is added to a physician query templete, it is a very bright color yellow. This has now been lightened so that the background is still yellow, just not overly bright.

CACTWO-5110 (Enhancement)

Allow auditor to change coder of record

In the Audit Worksheet, the auditor now has the option to change the coder of record. The coder of record will appear beneath the Audit type entry, and will have a button to change:

If the record is changed, upon saving, the user will see the new coder of record along with the history of the previous coder of record:

CACTWO-5135 (Enhancement)

Allow choice of where new Workgroup will appear in the list

A new checkbox has been added to the Create New Workgroup option in Workflow management. This will allow the creator to choose whether the new Workgroup is added to the top of the Category list, or if unchecked, the new Workgroup will go to the bottom of the category just like it currently does.

CACTWO-5144 (Enhancement)

Highlight assigned diagnosis codes after the 25th position

Any diagnosis code that is in the assigned code pane to an account will automatically be highlighted past the 25th position. This will help the coder/CDI know where the diagnosis needs to move to make it within the top 25.

CACTWO-5146 (Enhancement)

Do not retrigger criteria group, if already validated

If there are two different workgroups that have the same naming of criteria groupsand the CDI had already validated the criteria group within the matched critera viewer, it will not retrigger. ,

CACTWO-5147 (Enhancement)

Create new total active Criteria group field for columns

A new field called ‘Active Matched Criteria Groups’ has been added to Grid Configuration. When that has been added as a column through Grid Configuration, the user will see a count of how many unvalidated matched criteria groups also known as routed reasons there are on that account.

CACTWO-5152 (Enhancement)

Create an unspecified code field for use in Validation Rules

A new field has been created for the Diagnosis loop called ‘Is Unspecified Code’. An unspecificed Diagnosis code will trigger the validation rule warning when set to True.

CACTWO-5153 (Enhancement)

Identify validation rule triggered in warning message

The toast message that pops when an account is saved but has a validation rule trigger will now show the name of the Validation Rule(s) that caused the warning. If an account is submitted the validation box will now include a message of all validation rules that are still present/not resolved

CACTWO-5157 (Enhancement)

Add field for Sequence Number and Total to Validation Manager

The ability to add a validation rule for a sequence number for each code along with a total has been added.

CACTWO-5166 (Enhancement)

New report - CDI Metric Score Card

A new user report called CDI Metric Score Card has been created and will show CDI activity, specifically the number of initial and follow up reviews and query data.

CACTWO-5176 (Enhancement)

Add Total line to Coder Activity Report

A grand total line has been added to the Coder Activity Report

CACTWO-5177 (Enhancement)

Allow Code tree to be sortable and filterable

The All Codes tree now has a search box to filter codes. Right clicking on a code in the tree will also show the addition of sorting codes or descriptions by a-z and z-a.

CACTWO-5181 (Enhancement)

Add warning when deleting in Code Editor

A new confirmation box will open when deleting a code in the Code Editor to allow the user to verify that they do want to delete.

CACTWO-5188 (Enhancement)

Remove procedure codes from unassigned if they are a multiple

If a procedure code appears on multipe documents and it is validated , it will no longer appear in the unassigned code pane. This should reduce the amount of procedure codes on inpatient charts.

CACTWO-5192 (Enhancement)

New Report - Case Mix Index per Month

A new user report has been created that shows Case Mix per Month. The case mix is the average DRG weight of submitted inpatient accounts, by Facility and then by Financial Class. A grand Total of All Facilities will show at the bottom of the report if data for more than one Facility occurs.

CACTWO-5198 (Enhancement)

Add warning statement to report description

The descriptions of Query Impact by Discharge Date and Query Impact Reports now includes a warning that the report should not be run as a PDF file, due to the number of columns.

CACTWO-5199 (Enhancement)

Allow Documents, Flowsheets and Medications to be hidden

This feature provides the ability to “hide” data up to the Go-Live date. The go- live date is a new column that has been added to the Facility in Mapping Configurations. This way, clients with multiple locations that are going live at different dates can be set.In Role Management, a new privilege can be assigned to any role, but the new role of MVP has been created specifically for this request.

Any user with this new privilege assigned will ONLY see the Admit Document and any document manually added to the account by a Coder or CDI via the +Add button. Regular documents that come in BEFORE the go-live date will be hidden. The Medications and Flowsheet viewers will also be hidden if they are before the go-live date.

CACTWO-5215 (Enhancement)

Ignore starting or trailing blank spaces in Workflow Management

If a Workgroup Category or a Workgroup is created with leading or trailing blank spaces, Workflow will now automatically strip those.

CACTWO-5223 (Enhancement)

Allow Physician Coder to add Pending Reasons to charges

New optional functionality has been created to allow a Physician Coder to add a pending reason (and note) to charges in a Charge or Transaction viewer. This new column also will show in an Account Search with a drill down of Physician Coder pending reason. It can also be used in a Validation rule.

CACTWO-5225 (Enhancement)

Turn off encoder for Physician Coders

Physician Coder can now have the encoder disabled through a new setting.

CACTWO-5227 (Enhancement)

Add column to Pending Reasons report

If a Pending Reason has a physician, and that physician has a specialty field populated, a new column called Physician’s Speciality will show on the pending reasons report. If there are no physicians, or there are physicians without a specialty, the column will be hidden.

CACTWO-5228 (Enhancement)

Add the ability to put notes on a pending reason

When adding a Pending Reason, a new note icon will appear next to it. Clicking the icon will open a note field for that pending reason.

Data can be entered in that field, and if the note is no longer needed, clicking the note icon will reopen it, and the trashcan next to the word Note will delete it. This field has also been added to the Pending Reason drill down in Account Search.

CACTWO-5229 (Important)

Worksheets are duplicating

If a user adds a worksheet and saves the account but does not respond to the ‘Do you wish to exit the account’ pop up before the system times out, a duplicate worksheet is created. This has been corrected.

CACTWO-5230 (Enhancement)

Add Physician Specialty to Account Search

When using ‘Queries’ as a drill down in Account Search, a new column and field for Physician Specialty will be available for use.

CACTWO-5231 (Enhancement)

Add a ‘cosigner’ field to physician queries

With a new setting, a second physician field will show in the query window to allow for a cosigner on that query. This setting is not turned on by default since this will this field also requires an query interface change to allow this to go outbound as well as the receiving system must support co-signer providers.

CACTWO-5234 (Enhancement)

Turn off conflict message for incoming charges on inpatient accounts

If the account’s charges are updated on an inpatient account by an interface while the account is locked in use, when the user saves or submits the account, they will not be prompted to resolve the conflict check on the charges

CACTWO-5236 (Enhancement)

Allow custom shift reasons created

A new dropdown will appear at the bottom right of the Shift Reasons screen if a mapping called ShiftReasons has been created.

CACTWO-5237 (Important)

Validation Rules not recognizing {Code}

When using {Code} in a validation rule message, the code was not being displayed. This happened when the rule originally had a loop which was subsequently deleted. This has been corrected.

CACTWO-5238 (Enhancement)

New Report - Incentive Productivity

A new user report called Incentive Productivity has been created to calculate incentive points. In Mapping Configuration, the Category mapping now has a column in which an incentive multiplier can be added. The report will look at the first submitted accounts in each category, list the incentive amount, and then create the incentive points (incentive multiplier x amount of acct submitted in that category). If an incentive multiplier is left empty, it will be read as 1.

CACTWO-5242 (Enhancement)

Add checkboxes to the pre-audit section of the Audit viewer

Check boxes have been added to the Audit viewer and show at the start of every item in the pre-audit column. This allows the auditor to check off each code, drg and discharge disposition as it is audited.

CACTWO-5243 (Enhancement)

Add new option to the Edit codes feature in Assigned Codes pane

If a diagnosis code has a match in these three areas, Principal, Visit Reason, Admit, then a new ‘Edit Only’ option will appear in the right click menu, allowing only that particular instance to be changed.

CACTWO-5245 (Enhancement)

Allow pending reasons to be restricted by facility

A new column has been added to Pending Reason in Mapping Configuration. This allows each reason to be restricted by the facility of the account. Multiple facilities can be added per reason.

CACTWO-5246 (Enhancement)

Allow pending reasons to be sorted in Mapping Configuration

In Mapping Configuration, Pending Reasons now has up/down arrows to allow for sorting.

CACTWO-5247 (Important)

Long error occurring when canceling out of an account

In certain incidents, if a timeout occurred and the user canceled out of an account before the timeout brought up the log in screen, a long red error was seen. This has been corrected so that if the user clicks cancel just as the timeout occurs, they will receive a much shorter time out message.

CACTWO-5251 (Important)

Document Type Management page not appearing correctly

The Document Type Management page was showing a number at the bottom that was not matching the amount of types displayed. This was caused when a Document Order field was populated. It has been corrected.

CACTWO-5253 (Important)

Validation rule using a ‘false’ statement is not working properly

If a criterion in a validation rule used a statement checking for a ‘false’ or ‘is not true’, the criterion was not being evaluated correctly. This has been corrected.

CACTWO-5255 (Important)

Workgroup is being cleared by Physician Coder submission

When a Physician Coder submits an account, the assigned workgroup is being cleared. A new field has been created to stop the workgroup from changing or clearing.

CACTWO-5265 (Important)

Validation loop is not working if it’s the last criteria edited

If a Validation rule is created with a loop along with other criteria, if the loop is changed after the initial save, it is not being respected. This has been corrected.

CACTWO-5269 (Important)

Include autoclosed submissions in reports

Autoclosed submits will now be included in these reports:

• Coder Activity Report
• Global Productivity
• User Detail
• Weekly Coder Activity Report

CACTWO-5281 (Important)

Prevent pending reason from getting deleted during upload of document

Pending Reasons can be removed when late arriving documents come in that have been set for a cancellation of the reason. This should not be happening for pending reasons added by physician coders. If a document type is set up with a cancel pending reason, it will no longer remove the reason when it comes into the account if the reason was added by a physician coder.

CACTWO-5307 (Added)

filter to calendar view to filter on physician coders

On the calendar view you can filter the data based upon a “Physician Coder” type please note that the “Single Path” activity is also included the physician coder data and the “Inpatient” or “Outpatient” views because single path coders do facility coding at the same time.

V2.27 (Dec 2022)

V2.27.8378 Released 12/16/22

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

CACTWO-5149 (Enhancement)

Add permission role for Dolbey Community

A new privilege called ‘Hide Access to Dolbey Community’ has been added to Role Management. If checked, that user type will no longer have access to Dolbey Community in the Help menu. Dolbey Community is a new web-based community for customer management teams launching on January 10, 2023. Dolbey Community is intended to bring Fusion CAC users together to collaborate and discuss topics that are important to you. You will have the opportunity to:

• Ask questions and get answers from your peers.
• Share ideas and best practices that you’ve learned along the way.
• Learn tips and tricks — or pass along some of your own.
• Access resources like release notes, training videos, and marketing materials.
• Submit feature requests that may be incorporated into future releases.

If you would like a login for Dolbey Community, please reach out to the SMEteam@dolbey.com.

CACTWO-5171 (Enhancement)

Hide supporting evidence from documents

Supporting evidence will now be hidden from documents by default. If the supporting evidence dialog is open, clicking on the icon next to the code will reveal the secondary codes. This will now be hidden to reduce the white noise of codes on a chart; however, the evidence is still available. Upon opening the supporting evidence dialog you will see the evidence markers.

CACTWO-5224 (Enhancement)

Allow TruCode™ edits while computing with any other encoder

If a site uses an encoder other than TruCode and wants to use the TruCode edits to supplement their existing encoder they can now do so to display MCE, OCE, and medical necessity edits (NCD/LCD).

CACTWO-5256 (Enhancement)

Allow physicians to be attached to pending reasons from Account Search

If a pending reason is added to an account from account search and is configured to have a physician attached, the user can now add that physician in Account Search. Either single or multiple accounts can be highlighted, then in the right click menu, after Add Pending Reason is selected, if the pending reason selected from the dropdown is set to trigger for physician, the physician entry box will be displayed.

CACTWO-5257 (Enhancement)

Allow mass removal of pending reasons in Account Search

If an account has multiple pending reasons, they will now all be removable using Account Search. In Account Search, the user will need to create a search using the Pending Reasons Drill Down Level. Highlighting one of the lines on the account (pending reasons each have their own lines) and right clicking to select Delete Pending Reasons will delete all reasons on the account without having to highlight each line.

CACTWO-5264 (Enhancement)

Add number ordering for criteria groups

Using Grid Column Configuration, first add the columns Custom Criteria Sequence and Criteria Sequence. With these added to the Account List, users will be able to see the sequence of the criteria group. The sequence will also be viewable in Workflow Management, in front of each criterion. Re- arranging the criteria list will update the sequence number as needed.

CACTWO-5283 (Enhancement)

Allow chronological sort for documents

The user can now right click within the document tree and a new menu option ‘Show Chronologically’ will be there. When clicked, it will sort all the documents in chronological order. The order will be saved per user and can easily be changed back by right clicking for the menu, from where they can choose ‘Show Document Groups’.

CACTWO-5294 (Enhancement)

New capture rate report for CC/MCC

A new user report has been created called CC/MCC Capture rate. It will show the final result of CC/MC capture rates

CACTWO-5296 (Enhancement)

Show provider name on document

If a provider name is sent in the meta data of a document, it will now show in the Document tree, next to its document. The name is shown after a comma, and will be order by last name, first name.

CACTWO-5298 (Enhancement)

Add MDC fields columns

Grid Column Configuration will now allow the addition of 4 columns: Final MDC, Final MDC Description, Working MDC, and Working MDC Description.

CACTWO-5308 (Enhancement)

Add dropdown to hide coding in Document Management

A new column, Hide Coding, has been added to Document Types Management, allowing the user to choose to show suggested codes based on whether the account is inpatient or outpatient.

This will allow sites to hide codes, for example, on radiology reports or supporting documentation “non” physician documents for inpatient charts only.

CACTWO-5311 (Enhancement)

Add new sort fields to workgroups

In Workflow Management, the fields below have been added to the Sort/Field Direction boxes for workgroups. When no other sort order has been set in Account list, this is the sort order that will be followed.

1. Active Matches Criteria Groups
2. Admit Date w/ Time
3. Age in Years
4. Billing Countdown
5. Discharge Date w/ Time
6. Late Document Count
7. Random Inclusion Factor
8. Total Documents

CACTWO-5312 (Enhancement)

Add Financial Class filter to CDI Metric Scorecard

The CDI Metric Scorecard report is based on inpatient activity. A filter for Financial Class has been added. Other updates to the report include number of queries with a disagreement; percentage of queries with a disagreement; and DRG pre-bill and post bill match rates.

CACTWO-5313 (Enhancement)

Add ability to use document status for validation rules

If a document has been added as a for each loop in the Validation Management editor. Users can now create a validation rule that will look at each document status and report each instance of a matched validation rule on the Code Summary viewer.

CACTWO-5314 (Enhancement)

Change expands all options to increase performance

To help with performance, some menus have been changed. The right click menu on the Document tree now has an Expand option that allows for collapse or expand of documents. There is no longer a code expansion, that is done by the plus sign only. On the Unassigned/All Codes tree, in the right click menu, the Expand option will allow users to expand Codes. This will show the codes, or collapse all to hide the codes and only show the headings.

CACTWO-5316 (Important)

Add facility filters to Administrative dashboards

Three dashboards will now have the ability to filter by facility: Audit Management, CDI Management and Administrative. The filters will apply to most dashboards, except for the Autoclose, Discharged Not Final Coded, and any panel displaying user counts. The top of the dashboard contains the filter, and once the user clicks to filter and selects the facilities desired, clicking the refresh button will refresh all the panels to only show the results for that facility or facilities.

CACTWO-5317 (Important)

User clicking ‘refresh’ during account load causes accounts to be removed

When an account list is in the process of being retrieved and a user clicks the refresh button, the beginning of the list is removed. This has been corrected.

CACTWO-5318 (Important)

Validation Editor not evaluating criteria of Charge Codes exist correctly

If multiple charges exist on an account and one of them does not have a CPT code, a validation for Charges Exist does not work properly. This has been corrected.

CACTWO-5321 (Important)

SOI/ROM values on banner bar do not match Audit Worksheet

If an Audit was opened on an account with SOI/ROM values, those values on the banner bar were not matching what was showing on the Audit worksheet. The Audit Viewer displays the ROM where the SOI should be displayed. The data on the account and the audit is correct; it’s just the display that is incorrect. This has been corrected.

CACTWO-5322 (Enhancement)

Provider not showing in drop-down when last name entered contains a space

If a Physician has a last name containing a space, such as Van Hutton or De Graff, the physician is not found when searching on the Physicians & Queries page or on a procedure to add the provider by the first part of the last name. This has been corrected.

CACTWO-5326 (Enhancement)

Show middle name in Solventum™ Coding and Reimbursement System (CRS)

encoder The Solventum CRS encoder was only showing the patient’s last name. This has been changed to show the patient’s first, middle and last name in the encoder.

CACTWO-5327 (Important)

Changing query from Canceled to Wrong Provider doubles query

When using the “Change Physician” option on an open query a query is created as expected, but when reopening the query and changing the canceled reason to “Wrong Provider” a second query was resent. To prevent this, there is now a dropdown on the Change Physician button that will drop down the cancel reasons. Clicking Send New Query will send the query to the new physician and close the query to the incorrect one. If a user then reopens that canceled query and changes the cancel reason at the bottom, an additional query will not be sent.

CACTWO-5328 (Enhancement)

Change HCC Viewer to show friendly value

The HCC Viewer has been updated to show the mapped friendly value for the Category.

CACTWO-5331 (Important)

CDI Activity report is displaying 00:00:00 for some charts

On the CDI Activity report, any chart with a facility on it caused the records ‘Time Spent’ to zero out. This has been corrected.

CACTWO-5332 (Enhancement)

New ‘Today’s Date’ fields created

In Grid Column Configuration, two new options have been added: Today’s Date and Today’s Date /w Time. These can be added to show the current date and time on any screen chosen as a column, including Scheduled Reports.

CACTWO-5334 (Important)

CDI Query reports percentages are not being computed correctly

The CDI Query Score Card and CDI Query Score Card by Admission Month reports were not calculating the DRG Pre-Bill and Post-Bill percentages correctly. This has been corrected.

CACTWO-5336 (Enhancement)

Allow Modifier entry to code by using hyphen

In version 1, the software allowed you to enter a CPT Code followed by a dash and a modifier. The version 2 software now has this feature. When adding, editing, or mass editing a CPT code, the modifier can be added by adding a hyphen after the code, along with the modifier.

CACTWO-5338 (Important)

Prevent Out of Memory exceptions in Account list

If there are more than 5000 accounts in a workgroup when loading the account list, the user will now see an error message:

CACTWO-5340 (Enhancement)

Allow for default POA other than Y

CAC now allows the installation to configure the default POA other than Y Contact Support to implement this option.

CACTWO-5341 (Enhancement)

Add columns and calculations for Audit Abstract Report

The Audit Abstract Report will display the calculation of modifier changes. The number of original modifiers, plus the number of new modifiers are added to the Pre Audit score. Several column names have been updated accordingly.

CACTWO-5343 (Important)

Using computed field in Account Search doesn’t return all results

If there were more than 1000 accounts that matched an Account Search that used a computed field, such as Age in Years, then all results were not being shown. This has been corrected.

CACTWO-5344 (Enhancement)

Screen changes for the New Document Grouping page

Several updates to the New Document Grouping page have been made. The ‘delete all’ button has been removed, and the ‘save all’ button has been changed to ‘save all groups’ for clarity. A confirmation pop up will now occur when deleting a document group.

CACTWO-5348 (Enhancement)

Prevent “Account Changed” dialog when only images are redownloaded

When a change is made upstream to an image on an account while that account is opened, the Account Changed box pops. This has been changed so that only documents will cause the change box to open.

CACTWO-5350 (Enhancement)

Banner Bar is not showing Discharge Disposition title

The Discharge Disposition in the banner bar has been changed to now show the title from the Discharge Disposition mapping, instead of being hard coded.

CACTWO-5357 (Enhancement)

Add productivity count to top of screen so the coder does not have to return to

dashboard to know productivity When a user clicks on their user ID in the right corner of the screen, a new chart will appear showing the updated work count for the day. If the user is both CDI and Coder, the chart that appears will be based on the current profile This allows the user to see how charts were worked today without needing to return to the dashboard. In this instance, the user is a coder:

CACTWO-5360 (Enhancement)

Allow Solventum CRS facility to be populated in CAC2

Dolbey now supports the field available in Solventum CRS which is an account-level “EncoderFacility’ field.

CACTWO-5362 (Enhancement)

Add PSI data to the After Audit section of Audit worksheet

If an account has a PSI assignment, it shows on the Coder Outcome (Pre-Audit) side of the Audit Worksheet. The PSI assignment will now also show on the Auditor Outcome (Post-Audit) side after the Update Codes button is clicked

CACTWO-5366 (Important)

CDI Query Score Card reports should not count all accounts

The CDI Query Score Card and CDI Query Score Card by Admission Month should only count accounts with both Working and Final DRGs on the first Submit in the Pre-Bill Mismatch statistics. It was counting all first submit accounts. This has been corrected.

CACTWO-5367 CACTWO-5366 (Important)

CDI Query Score Card reports should not count all accounts

The CDI Query Score Card and CDI Query Score Card by Admission Month should only count accounts with both Working and Final DRGs on the first Submit in the Post-Bill Mismatch statistics. It was counting all first submit accounts. This has been corrected.

CACTWO-5370 (Important)

Visit Reasons being unassigned when assigning Admit or Principal Diagnosis

On an outpatient account, if a Diagnosis code was set as a Visit Reason, then subsequently right clicked on and added as Admit or Principal, the Visit Reason was being deleted. This has been corrected.

CACTWO-5371 (Enhancement)

Allow Single Path user to switch between facility and professional charge

If facility charges and professional charges are received separately on an account, a single path user will be able to toggle between facility and professional charges. The toggle will appear in the upper left corner of the charges viewer.

CACTWO-5375 (Enhancement)

Add ROM/SOI indicators on more viewers

The Working CDI History viewer and the Final Code Summary viewer will now show columns for ROM/SOI and HAC/HCC per each code. The designation HAC will be shown in the CC/MCC column, when applicable.

CACTWO-5382 (Important)

Solventum CRS responses are doubling

Solventum CRS responses are doubling if the user is timed out of the app and then logs back in and reopens the account. This has been corrected. For Solventum CRS users only

CACTWO-5384 (Important)

Audit Worksheet checkboxes are being unchecked

If the Audit Management viewer is popped out to another tab and a checkbox in the Coder Outcome (Pre-Audit) is checked, adding a code on the main browser was clearing the checked box. This has been corrected.

CACTWO-5385 (Enhancement)

Enable Alternate Length of Stay in Solventum CRS

The ability to provide Alternate Length of Stay to Solventum CRS to prevent prompting for it with specific groupers has been added. For Solventum CRS users only

CACTWO-5387 (Important)

Or groups in Validation Management are not working properly

If an Or group criteria is created in Validation Management and contains a looped result, that result was being ignored. This has been corrected.

CACTWO-5388 (Enhancement)

Add Hospital Service filter to the Weekly Coder Report

The Weekly Coder Activity report can now be filtered by Hospital Service. Hospital Service will not appear in the header of the report as a filter unless it is utilized.

CACTWO-5389 (Enhancement)

Add grand total line to CDI Activity Report

A grand total line has been added to the CDI Activity report.

CACTWO-5390 (Enhancement)

Add CDI codes added via Solventum CRS to All codes list for Coders

Currently, the All Codes list (when user is a Coder) will only show CDI codes that are added on a document. They can then be hidden by the Hide CDI codes list. Codes that are added by a CDI via the Solventum CRS encoder will now also appear in that list. For Solventum CRS users only

CACTWO-5392 (Important)

User Detail report is not showing AutoClose statistics

The User Detail report is not showing AutoClose statistics, or data for any account with no documents, or has documents with no codes, but direct coding via Solventum CRS has occurred. This has been corrected.

CACTWO-5393 (Important)

Filtering results from account search does not update the displayed numbers in

the bottom left When a report pulled up via Account Search is subsequently filtered, the number of lines at the bottom of the page are not updating to show the filter. This has been corrected.

CACTWO-5394 (Important)

Submit button is being grayed out when it shouldn’t be

The submit button on accounts will now be grayed out according to validation rules, rather than being hard coded for reasons of no principal diagnosis being assigned

CACTWO-5395 (Important)

Queries closed as No Opinion do not show in Account Search

If an Account Search report is created using the Queries Drill Down level, accounts that had queries closed as ‘No Opinion’ were showing as blank. This has been corrected.

CACTWO-5397 (Enhancement)

Display physician coder data on Code Summary page

When a physician coder is in an account, they will now see ‘Physician Coding Last Saved’ and ‘Physician Coding Last Submitted’ data on the Code Summary page.

CACTWO-5398 (Enhancement)

Add looped field for E/M in Validation Management

User can now create a validation rule based on E/M loops in Validation Management.

CACTWO-5401 (Important)

Edit pending reasons in Workflow list not dropping or closing properly

If user edits a criteria group filter in workflow management and leaves the edit form open, then clicks on a filter to save, the edit form was staying open, and the Edit Pending Reason link was appearing. This has been corrected.

CACTWO-5402 (Important)

Code designations are not showing correctly during recalculation

Codes that have been given a CC, MCC, or HAC designation are not updating properly when the code itself is moved into a different position in Solventum CRS or the Assigned codes pane. This has been corrected.

CACTWO-5403 (Enhancement)

Allow full column name to be displayed in Account and System Search

The Tools button in the Account and System Search pages will now display the full friendly name of the column when deployed.

CACTWO-5404 (Important)

Slow loading of Dashboard if more than 5000 accounts per workgroup

A new message will show to alert the user if there are more than 5000 accounts per workgroup in the dashboard. The limit of 5000 has been placed to prevent lockups.

CACTWO-5406 (Enhancement)

Remove ROM/SOI from Pre-DRG in queries

ROM/SOI will no longer show when the MS-DRG is grouped and APR is the secondary grouper within a physician query.

CACTWO-5407 (Enhancement)

Coder DRG Summary report has been created

A new user report called Coder DRG Summary report has been created. Accounts must be discharged and submitted to appear in this report. This report will show the breakdown per coder MS-DRG to show the total visits per DRG.

CACTWO-5408 (Important)

Cannot reassign codes in Edit All Codes page

With the Edit All Codes page open, changing a Secondary diagnosis to Principal changes the codes. But, if the user then tried to change the former Principal back to Principal, that option was not in the codes select dropdown. This has been corrected.

CACTWO-5413 (Important)

Allow Solventum CRS to stay open past timeout

For sites with the Solventum CRS encoder, the timeout will now be advanced by 4 hours when using Solventum CRS as the encoder. If Solventum is open, the timeout will be held for 4 hours before activating. For Solventum CRS users only

CACTWO-5414 (Enhancement)

Disallow coders from changing charge physician

Coders can now be prevented from changing the physician on a charge. Please contact Support to enable this feature

CACTWO-5416 (Enhancement)

Allow Scheduled Reports to generate blank report for emails

In a previous release there was a feature that if an account search yielded no results, it would prevent a report from being generated. This feature is turned off by default. The system will not generate an email with blank results until it is enabled. Please contact Support to enable this feature

CACTWO-5418 (Enhancement)

Show full assigned username in Code Summary

The default Code Summary will now show the full username with the ID in parenthesis if an account is assigned to a user rather than a workgroup.

CACTWO-5419 CACTWO-5421 (Important)

Edit Pending Reason link missing in Workflow Management

When copying criteria from workflow management that has a Pending Reason, the copy is not showing the Edit Pending Reason link at the end of the criteria line. This has been corrected. If the workgroup is copied and another criterion is added to the Pending Reason criteria group, it was copying down that reason instead of showing a blank for whatever criteria was chosen. This is now corrected.

CACTWO-5422 (Important)

Account Search not paging properly

If a filter in Account Search uses a computed field (such as Age), then the numbering of accounts per page did not show correctly. This has been corrected.

CACTWO-5424 (Important)

Save Last Saver if Auditor saves/submits an account

Currently, an Auditor will only show as last saver if there has been a saver/submitter before. It did not show as a first saver. This has been corrected so that no matter what, the auditor’s name will show if last saved.

CACTWO-5427 (Important)

Alert user to not close browser when logging out to save an account

If the user is in an account, clicks on the Log Out menu option, and chooses “Save the account,” the user needs to be notified not to close the browser until the save is completed. There is no visual indicator to indicate that a save is in progress if the save takes a few seconds. Closing the browser early could prevent the account from saving completely.

CACTWO-5437 (Important)

Engine Results by CDI is not filtering correctly

When adding Users to the Users field in the Engine Outcome per CDI report, the results were not the same as if you ran the report without filtering to specific user. This has been corrected so that the user filter looks at the same columns a non-filtered report does.

V2.28 (Mar 2023)

V2.28.8497 Released 03/24/23

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

CACTWO-5369 (Enhancement)

Financial Class Outcome by Discharge Report

A New user report is created based on discharge date. The Financial Class Outcome by Discharge report is configured as a monthly report, with a maximum of 12 months per report. The accounts must be inpatient with a Final DRG. If no financial classes are filtered, there will be an ‘Overall’ section at the bottom of the report.

CACTWO-5410 (Enhancement)

Allow Charge viewer codes to be drag and dropped

Physician/Single Path coders will now be able to drag and drop diagnosis codes within the add codes list on the Charges Viewer.

CACTWO-5411 (Enhancement)

Allow mass editing of Charge Viewer codes.

Physician/Single Path Coders can now select multiple lines in the Charges Viewer, and by clicking on the Edit code icon and selecting codes, apply those codes to all items in the selection.

CACTWO-5429 (Enhancement)

Allow document updates to add or cancel pending reasons

If a document is set up to add or cancel pending reaons, those will now occur on document updates, not just document additions.

CACTWO-5431 (Enhancement)

Add Working DRG History to Validator Editor.

When setting up a validation rule, the user can now select Working DRG History as a viewer to navigate to. When the validation rule occurs on the Code Summary page, clicking on it will take the user to the Working CDI History.

CACTWO-5434 (Enhancement)

CDI Codes on Submitted Charts report

A New user report CDI Codes on Submitted Charts report was created. Discharged submitted inpatient accounts with both a Final and Working DRG will appear on this report. The Working DRG displayed on this report is the last Working DRG computed before discharge. Because this report is so large, it should not be run as a PDF.

CACTWO-5453 (Enhancement)

Show diagnosis designations on Unassigned code tree

If a code in the Unassigned Code tree has the potential to be an MCC, CC or HCC code, itwill now show next to the code for inpatient accounts. The HCC is controlled by the HCC display flag on Category in Mapping Configuration. No HCC will display if the admit and discharge dates are in different years.

CACTWO-5465 (Enhancement)

Add columns for Query Responder

When a physician who was not the physician of record on a query answers the query, there is no way to mark that on the query. A new column for the data on the query responder has been added to the Physician and Queries viewer, and are also available in the Account Search drill down level for Query.

CACTWO-5466 (Enhancement)

AMA CPT Utilization Report

A new user report was created. This calculates the number of times a CPT code is touched with any action that assigns or edits a CPT code on an account. This is a report that Dolbey uses to report usage to the AMA per contract.

CACTWO-5475 (Enhancement)

Current Workgroup report

A new report, Current Workgroup, was created. This report ignores the data range and only reports on ‘today’s’ workgroup list. If no user is filtered for this report, the results will output the current workgroup statistics for all enabled workgroups that do not have a workgroup type of Purge, which is set in Workflow Management.

CACTWO-5480 (Important)

Change drilldowns for Dashboard

Drilldowns for dashboards will still allow a maximum of 5000 accounts to be retrieved, but they will now be displayed in pages like Account Search. This will help to improve performance.

CACTWO-5482 (Enhancement)

Allow ‘Query For’ field in Physician Query to be a drop down

Mapping Configuration can have an entry added that will allow the Query For field to be a dropdown choice field.

CACTWO-5484 (Important)

Change drilldowns for Calendar

The calendar has been updated to show drilldowns that exceed 500 accounts to page them. This will help to improve performance.

CACTWO-5485 (Enhancement)

Force inactivity prompt for timeouts

A new setting will allow inactivity prompts to occur when an account is auto- saved due to a session timeout, regardless of the minimum and maximum minute setting.

CACTWO-5494 (Enhancement)

Allow physician query response to be a dropdown

The physician query response of ‘no opinion’ can be changed to be ‘other opinion’ with a drop up selection.The response will now show in an ‘other opinion’ column on these user reports:

• CDI Metric Scorecard
• CDI Query Scorecard
• CDI Query Scorecard by Admission Month
• Query Stats

CACTWO-5497 (Enhancement)

Enhance color on codes that have been assigned multiple times on the

account If an account has multiples of one code, and the code is assigned from within the document, all other instances will show as italicized with a light green background. This will help alert the user that the code is already assigned elsewhere in the account. In this example, a diagnosis and a PCS code have been assigned on other documents

CACTWO-5498 (Enhancement)

Allow comments to be added to codes in trees

A comment can now be added to a code on the document tree, or the Unassigned/Show All code tree. The comment will show as a green flag in the trees and on the code in the document. On the trees, the comment is readable via a hover over; in the document itself, the flag can be clicked to open the comment. The comment can be added to or deleted by erasing the text. The comment will show in its own section in the Notes and Bookmarks viewer, and can be edited or deleted there.

CACTWO-5499 (Enhancement)

Bold assigned codes in the Show All code tree

If there is a code that appears on multiple document types and one of those is assigned, it will now appear as BOLD in the Show All codes tree. In this example, the code was assigned on the Consultation document type.

Please note, this may not be retroactive..

CACTWO-5500 (Enhancement)

Show Autoload on the User Audit Trail report

A new autoload column has been added to the User Audit Trail Report, which will populate with TRUE for activites in which auto-load was enabled. This is NOT retroactive.

CACTWO-5501 (Enhancement)

Add columns to User Detail and User Session Log reports

Columns for Discharge Date were added to the User Detail and User Session Log reports. A column for Total Charges has also been added to the User Session Log report.

CACTWO-5507 (Enhancement)

Add sequencing column for Physician and Single Path Coders

A new column has been added to the Add Code dialog box within the charges viewer for Physician Coders. This way no matter how long the list is, the user can always see how many codes are in the list

CACTWO-5508 (Important)

Non-stop scrolling occurring in Account Search

If the down/up arrow is clicked when using ‘ Less than’ or ‘More than’ under date options in Account Search, the scrolling never stops. This has been corrected.

CACTWO-5519 (Important)

Inpatient Coder Scorecard report not filtering user properly

When filtering by user, the report was not evaluating that user as the Audit coder of record; instead it was evaluating as the auditor that opened the audit. This has been corrected for both the Audit – Inpatient Coder Scorecard and the Audit- Outpatient Coder Scorecard.

CACTWO-5532 (Important)

Working History is duplicating

Working CDI History was duplicating the first baseline DRG. This has been corrected.

CACTWO-5534 (Important)

Engine Outcome per CDI report needs a column change

The Totals column is actually based on averages, so the name of the column has been changed to Averages.

CACTWO-5535 (Important)

Caution codes should not be assignable

If a Document Type is set to have a caution code, it will now be unassignable. In this case, the Operative document called Operative Report is set to have Caution Coding for all patient types:

In the Unassigned Codes pane, any code attached to that document will show in a yellow background, and will not have the option to assign on the right click menu.

CACTWO-5536 (Important)

Data on worksheets is disappearing when printing then leaving viewer

If a worksheet with a multi-line text field is added to an account and filled in, printing it and then moving to another viewer, like Physicians and Queries, was blanking out the sheet data. This has been corrected.

CACTWO-5549 (Enhancement)

Remove blue bar titles in a template with sections

For Physician Query templates that use sections, the blue bar will still show, the title or wording within that bar will no longer show. Blue bar remains so that section can still be moved around or deleted.

CACTWO-5556 (Enhancement)

Create new fields for Grid Configuration

New fields have been created in the Grid Configuration for addition to pages. Fields are Physician Coding First Coder and Physician Coding First Submitter. These fields are retroactive.

CACTWO-5562 (Important)

Scheduled Reports not opening if report is actively running

Several reports were not opening if they were being actively processed at the moment a user tried to open them. This has been corrected.

CACTWO-5563 (Important)

CC/MCC Capture Rate report totals are not correct

Non-CC/MCC DRGS are being calculated in the totals of the CC/MCC Capture Rate report. This has been corrected.

CACTWO-5565 (Enhancement)

Add Working and Final Principal Diagnosis Code fields

New field options for setting up criteria for Final, Working and Physician coding. The new fields will start with Principal for final coding, Working Principal for CDI and Physician Coding Principal for Physician coding.

CACTWO-5566 (Important)

Charges attached to codes not included in encoder calculations

When calculating APC or EAPG for charge codes with the TruCode™ or Solventum™ encoders, the charge per unit was not included. This has been corrected.

CACTWO-5567 (Important)

Lists with spaces and commas are not correctly triggering workflow

If a list in a workgroup criteria was created with a space or spaces before commas within the list, the criteria was not being triggered. This has been corrected.

CACTWO-5570 (Important)

Names are being created with starting or ending spaces

User ID, first, middle and last name fields should not be able to be created in User Management if they start or end with spaces. This has been corrected and if a space is detected, a red error message will appear.

CACTWO-5589 (Important)

Display issues when toggling in Show History

When in Show History, if the user was toggling on and off the workflow button after selecting a record, display issues were occurring. This has been changed so that if a user makes a selection from the lefthand list and then toggles on and off either the User or Workflow buttons, the selection will clear.

CACTWO-5590 (Important)

TruCode™ Standalone not adding codes

When clicking the Pencil symbol next to a blank code field in TruCode Standalone encoder and selecting a code, the code was not being added to the field. This has been corrected.

CACTWO-5592 (Important)

TruCode™ Standalone not editing codes properly

When editing a code in the TruCode™ Standalone feature, instead of replacing the old code with the new one selected from the Code Book, it was keeping the old code and adding the new one on its own line. This has been corrected.

CACTWO-5596 (Important)

Workgroup not appearing in Account List dropdown

If a Workgroup contains more than 5000 accounts, it is not appearing in the Account List dropdown. This has been corrected.

CACTWO-5604 (Important)

Prevent Change Conflict message for custom workflow flags

If a site has custom workflow flags implemented, they will now be able to prevent the change conflict dialog from appearing when saving or submitting an account.

V2.51 (Jul 2023)

V2.51.8581 Released 07/07/23

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

CACTWO-5202 CACTWO-5648 (Enhancement)

Added the ability to see APR-DRG in Principal Dx Analyzer for TruCode

When a TruCode user clicks the Principal Dx option on the Compute button, they will now see data columns for APR-DRG (if they are set up with an APR- DRG Grouper). If an account is not configured to use an APR-DRG grouper, they will only see the usual MS-DRG data.

CACTWO-5921 (Enhancement)

New Page Display for Workflow Management

The new workflow management page display offers new capabilities including:

• Enhanced Vertical Viewing Space for Workgroups - This display provides an improved vertical viewing space, allowing workgroups to access and manage their workflows more efficiently.
• Side-by-Side Comparison of Workgroups - This will allow users to compare and analyze workgroups with a side-by-side comparison.
• Filtering Ability to Search Workgroups by Specific Fields - This feature allows you to filter on all workgroups that has a specific field
• Cleaner/Sleeker Look and Feel

We understand the importance of ensuring a smooth transition. To accommodate your preferences, we have implemented a convenient option to switch between the classic view and the new page display. To facilitate the adoption of this new view, we will be maintaining the classic workflow management for a few releases. This way, you can transition gradually and comfortably, choosing the workflow management that suits your immediate needs. To simplify the transition process further, we have imported all your existing workflows into the new workflow management system. This means you can make changes in either of the pages and it updates the other.

This will allow you to become familiar with the enhanced features and maximize the benefits they offer.

CACTWO-5244 (Enhancement)

Allow filtering in Workflow Configuration workgroups

Users can now filter Workgroups by a variety of fields in the new workflow managment. At the top of the new Workgroup column there is a filter icon.

Clicking on the filter icon will open a gray box from where the user can add filter, and then Apply it to whittle down the workgroups to only the ones the user wants to review.

After the Apply Filters link is clicked, the workgroups will filter to only show accounts that match the filter. The filter symbol turns green to alert the user that they are working within a filter.

When the filter is no longer necessary, the user can click the green filter icon to open the filters. A little garbage can will show to the right of the filter, allowing it to be deleted.

CACTWO-5488 (Enhancement)

Support Pediatric Quality Indicators

The application now supports PDI – Pediatric Quality Indicators . This feature is included in the Quality Module, please contact support to enable. If you do not have the Quality Module this is an additional cost.

CACTWO-5597 (Enhancement)

Assigned users in workgroups will show both name and ID number

The new Workflow Management will now display both the name and login ID of the assigned users. In the new Workflow Management, the assigned users will now show both their login ID and their name.

CACTWO-5633 (Enhancement)

Allow Flowsheet comments to pop out

If a Discrete Value comes in with data in the comment field, the user can now right click and choose ‘View Result in Window’ in order to see the full comment.

CACTWO-5666 (Enhancement)

Allow Charges viewer to auto-refresh

It will now refresh the Charges viewer if it is open when an account change conflict occurs.

CACTWO-5672 (Enhancement)

Add time to procedure dates in Account Search

If the user wants to see time along with the dates assigned to procedure codes, they can have a script run to add that. Then, when drilling down in Account Search and selecting procedure code options that have dates, the time will also display.

CACTWO-5698 (Enhancement)

Check DRG weight to determine if there is DRG Reconciliation mismatch

During Reconciliation of the CDI DRG and Coder DRG, the weight of those DRGs will also be compared.With APR-DRG you have the same DRG with a different DRG Weight due to the ROM/SOI that drives the DRG weight.

CACTWO-5714 (Important)

Not receiving timeout reminder

When timing out of CAC while in a physician query, when logging back in, the user is not receiving the timeout reminder letting them know the account was not completed. This has been corrected.

CACTWO-5754 (Important)

Shorten date/time fields in Form Designer

The date and datetime fields in Form Designer takes up the whole line, which doesn’t allow for additional data to be added next to the date or datetime. These fields have now have a shortened max width.

CACTWO-5756 (Enhancement)

Allow sharing of worksheets

A new section in Form Designer has been created called Shared Worksheets. Worksheets added here will be visible and editable by both CDI and Coders. With the help of Support, worksheets that are currently CDI OR Coder can be changed to Shared.

CACTWO-5761 (Important)

Account List sort order is not being retained

If a user had no accounts in his ‘You’ folder, but does have accounts in other workgroups, then a sort order that is created is not being retained when moving back and forth to the Recent Views screen. This has been corrected.

CACTWO-5767 (Enhancement)

Add a Physician Charges drill down for Account Search and Validation Editor

A new drill down in account search was created for Physician Charges and within Validation Editor.

CACTWO-5771 (Enhancement)

Allow mappings to be dragged and dropped

Mappings can now be dragged and dropped within the list to other positions, rather than using up and down arrows. The drag must be done from any whitespace on that line, you cannot drag from within the input boxes or buttons.

CACTWO-5775 (Enhancement)

Allow Workflow Audits to be done in monthly schedules

When setting up an Audit workflow criteria, clicking on the line to create the audit will now allow the user to schedule monthly and restrict the months – numerically – that the audit occurs. In this instance, the Restrict Months box is checkmarked and it is set to run on the first, second and fourth month of the year.

CACTWO-5778 (Enhancement)

Remove several columns in the Physician Coding Assigned Codes drill down

Several columns have been removed from the Physician Assigned Codes drill down in the account search as they are not useful.

• Physician Coding Episode
• POA Exempt Code
• Is Principal
• POA
• PPC

CACTWO-5787 (Enhancement)

Allow reports with PHI to be scheduled

Currently, user reports that include PHI cannot be scheduled. That has been changed so that all reports can be scheduled. Reports with PHI will show a disclaimer message when they are chosen. The disclaimer must be checkmarked in order for the schedule to be saved.

CACTWO-5795 (Important)

Single Path and Physician coders are handling code validation differently

Code validity was in question since Single Path follow Discharge Date and Physician Coders follow Admit date. When an accounts dates crossed a quarter, codes were not validation properly. This has been updated so that both Single Path and Physician coders follow the Discharge date.

CACTWO-5800 (Important)

Drag and drop in the Edit All Codes table is stopping the scroll bar

When clicking on a code in the Edit All Codes table to drag and drop, the scroll bar no longer works. This has been updated so that to drag and drop, the user must drag and drop in white space on that line, or from the POA, Date or Physician boxes.

CACTWO-5805 (Enhancement)

Add a query type column in the Queries drill down in Account Search

A new Query Type column is now available in the Queries drill down in Account Search. Retrospective will show in the column if the Query was created after the Discharge Date. All other accounts will show as Concurrent.

CACTWO-5814 (Important)

Validation rules based on Physicians assigned to Procedures do not work

Validation rules that included a filter of Procedure Physicians was not reading the field when looping through multiple Procedures. This has been corrected.

CACTWO-5825 (Enhancement)

Show Physician Specialty in Charges and Transactions viewer

Physician Coders can now see the specialty of the Physician assigned to a procedure code in the Charges/Transactions viewer if the opt-in script has been run.

CACTWO-5829 (Important)

Navigation Tree is showing Physician Queries when there aren’t any open

If the user was reviewing their accounts using Autoload and pinned the Navigation Tree so that it was open, the Navigation Tree was showing a color alert for Physician Query, indicating there is an open query, even when there was not. This has been corrected.

CACTWO-5874 (Important)

Solventum™ date fields are grayed out in the Encoder

When Solventum™ is launched via the Encoder menu and the user changes to APCFinder or DRGFinder, the Admit and Discharge date fields are locked. This has been corrected.

CACTWO-5895 (Enhancement)

Add today into the last 7 days calculation on the CDI Management

Dashboard In the CDI Management Dashboard, ‘today’ work was not being included in the last 7 days calculation for intial cases reviewed and cases re-reviewed. Today’s work will now be included.

V2.52 (Sep 2023)

V2.52.8658 Released 09/22/23

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

CACTWO-5428 (Enhancement)

Allow an alt-click to open code editor

In the Assigned code tree, the user can now alt-click to get a partial code editor that is based on that assigned code. In the Unassigned code tree, an alt-click will open a full code editor, since no action has been assigned yet to that code.

CACTWO-5504 (Enhancement)

Add verification prompt to Cancel button

A new message box will prompt when a user cancels out of an account after making a change and not saving.

CACTWO-5533 (Enhancement)

Improve support for copying and pasting queries

Some customers create a physcian query from within form designer and then copy and paste it into a different system, they were finding that the signature block could not be copied and was indented and wanted it to be left aligned. Additionally, any input fields where the user typed information into was bold and they requested non-bolding. This enhancement covers these three items:

1. Signatures will no longer be indented
2. After the query is created, the query contents and the signature can now be copied together.
3. Text entered into field will no longer display in bold

CACTWO-5539 (Enhancement)

Warn user if no shift reasons selected

If a user closes a query and does not make a valid selection in the manual shift reason box, a warning will alert them that no selections have been made, and they can either ok that or cancel it and make a selection.

CACTWO-5588 (Enhancement)

Added ‘starts with’ to be used as an operator in some criteria

The ability to use ‘starts with’ in criteria has been added in these pages for all fields that provide a list of string values, such as codes and document types:

• Account Search
• Workflow Management
• Validation Management

An example of how you would use this would be if you want to run an account search to look for procedures with a range. For example, any procedure code that begins with 021 or 02Y. You would write the logic like the below.

Assigned Procedure Codes –> Starts With –> 021,02Y

CACTWO-5602 (Enhancement)

Remove ‘hover’ from the Navigation Tree

The Navigation Tree will no longer expand when hovered over. The user will now have to specifically click the arrow to open it. The system will remember this preference between accounts.

CACTWO-5618 (Enhancement)

Add Elixhauser code description to tag

If a code has a tag after it, which identifies an Elixhauser code, hovering over the tag will now give the Elixhauser definition previously it only displayed the abbreviations it now displays the friendly name as well. This can be seen across all appropriate viewers in an accounts Navigation Tree.

CACTWO-5681 (Enhancement)

Add notes to Audit worksheet for the outcome columns

In the Audit Management viewer, the Coder and Auditor outcome columns now have a conversation bubble added to the right of each column heading, to be used for general audit notes.

CACTWO-5764 (Enhancement)

Add patient fields to the sort order in Workflow Management

The sort on a workgorup in Workflow Management will now allow sorting by patient fields, such as patient last name.

CACTWO-5798 (Enhancement)

Allow text changes in Audit viewer for Training Recommendations

The Auditor can now format the text in the Training Recommentations box within the audit viewer. To do this highlight the words and the format menu will be presented like other areas in the software.

CACTWO-5799 (Enhancement)

Add CPT Modifiers as part of the CPT code errors

The Audit Management viewer will now include totals for modifiers, including modifiers that were added or removed, CPT Score and Error rate.

CACTWO-5827 (Enhancement)

Allow criteria to use a specific code and POA value

There is now the ability to create account search and workflow criteria with a criteria of ‘Assigned Diagnosis Code of a specific code with POA of N. Note this is a new field “Assigned Diagnosis Codes with a POA of N “ For example, a user may want to review any patient that has a diagnosis code for acute kidney failure with a POA of N.

CACTWO-5861 (Enhancement)

Add the ability to check a box on shift reasons dialog next to the code that caused the shift

When a physician query is closed that creates Shift Reasons, if you have manual shift reasons turned on you will now see a check box next to the codes that allows you to check the box next to each code that was the reason for the shift.

If the user checks a box, that code will appear in the shift reason description on the closed query.

CACTWO-5891 (Enhancement)

Add Document Date to Account Changed warning box

A new column for Document Date has been added to the Account Changed warning box. Now when a document is added to an account from an outside feed and the account is saved aftere that, the warning box will now show the date of the added document.

CACTWO-5893 (Enhancement)

Create a collapse/expand menu option in Flowsheet

In the Flowsheet viewer, a right click in the Major Category column will show a menu allowing the user to expand or collapse all categories.

CACTWO-5899 (Enhancement)

Allow clicking on white space to update Flowsheet

In the Flowsheet viewer, Major Category column, when you moused over the major categories the whole section would highlight in blue and the mouse becomes a hand with a finger to indicate you can click it. However, the actual click is only registered if you were to click on the major category. This has been updated so that if the user clicks on the white space next to the subject, the Flowsheet viewer will update to show that subject’s data.

CACTWO-5911 (Enhancement)

Allow Final Code Summary to pop out to a new tab

The Final Code Summary viewer now has the ability to pop out into another browser tab. Please contact Support to enable this option.

CACTWO-5927 (Enhancement)

Automatically un-filter when deleting filters in new Workflow Management

page If a filter is created on the new Workflow Management previously, if you clicked the garbage can icon and didn’t click “apply filters again it didn’t unfilter. Now by clicking on the filter, it turns green once the parameters are set, and filters accordingly. But if you click on the filter again and then the garbage can, the workgroups that had been filtered out are not coming back without having to click extra keys. This has been corrected so that when a filter is deleted, all the workgroups return.

CACTWO-5930 (Enhancement)

Make the disabled workflow criteria coloring more obvious

Currently, when disabling criteria in the new Workflow Management page, the criteria is struck out with red hyphens. To make this more noticeable, the entire square the has the criteria will be surrounded by a red hyphenated line.

CACTWO-5931 (Enhancement)

Add tag on categories in new Workflow Management for active numbers

A gray oval tab has been added next to each Category in the the new Workflow Management page to show the number of active workgroups.

CACTWO-5939 (Enhancement)

Prevent Autosave during timeout if another save/submit occurred

If an account is opened in two different browsers and one of them is saved before an auto timeout occurs, the account will ‘read’ that the account was updated in another browser, and when timing out, will not autosave the account. This is so that work done and saved in a second browser is not overwritten by the first browsers time out.

CACTWO-5945 (Enhancement)

Add ablility to copy rows in Flowsheet

In the Flowsheet viewer, the user can now right click on a row and select to copy the row.

When pasted, the Name column and the Date/Results column will appear; the reference column will not. For example

CACTWO-5948 (Enhancement)

Add Total Auditor Drafts to the Dashboard

In the Open Queries panel of the Dashboard, Total Auditor Drafts have been added for consistency.

CACTWO-5967 (Important)

PPC code is not being retained when leaving and re-entering an account

When computing a DRG, PPC codes are sometimes added to the account. If the user saved the account, left, and reopened later, the PPC was no longer showing. This has been corrected so that PPC codes remain in the banner bar and on the Code Summary viewer.

CACTWO-5968 (Important)

Friendly name change causing issues with pulling up worksheets

If the friendly name of a worksheet is changed in Document Types Management, users adding that worksheet designed in form designer on an account would not get the correct worksheet. This has been corrected.

CACTWO-5970 (Important)

Shared Minor category not showing proper data in Flowsheet

If a Flowsheet viewer has a minor category that shares its name with other minor categories clicking on one was showing the data for all, which it should not do. This has been corrected.

CACTWO-5974 (Enhancement)

Create select all button next to the code type section in Audit Management viewer

Auditors will now see a checkbox on the Audit Worksheet on each code type heading, ie, Diagnosis. Clicking on that box will select all codes under that heading. This allows the auditor to check off the codes they reviewed as part of there audit, if needed.

CACTWO-5978 (Important)

Add Random Inclusion Factor as a sort column in workflow management

In workflow management, random inclusion factor field was not available. This feature adds this as a sort option.

CACTWO-5982 (Enhancement)

Add an ‘Add All’ button to charges viewer for physician coders

When a physician coder is working in a charge viewer, they can add all diagnosis that have been added to the assigned code tree by clicking on the ‘Add All’ button will add all diagnosis codes assigned to the account, up to 12 codes.

CACTWO-5983 (Important)

Procedure PPCs are not being counted in the Final PPC Total field

Previously, only Diagnosis PPCs were counted in the Final PPC Total field. This has been corrected so if the Final PPC Total column has been added to the grid, it will count both Diagnosis and Procedure PPCs.

CACTWO-5987 (Important)

Manual assignment of custom categories not being applied

When manually assigning an account to a custom workflow category from account search, it was not displaying on show history. This has been corrected.

CACTWO-5989 (Enhancement)

Update PSI and PDI Quality indicators

The PSI and PDI Quality Indicators have been updated to AHRQ v2023

CACTWO-6004 (Enhancement)

Move the Add/Edit Code Comment option in the right click menu

Add/Edit Code Comment has been moved below the Edit Code option in the right click menu found in the document code tree and the Show All Code tree. This was requested by a few customers as the users were familiar with where the assign secondary fields were and it was causing them to scroll and accidently click the wrong action. This field has been moved down since its not used as much as these other fields

CACTWO-6032 (Important)

Unable to copy and paste a list in Workflow Management

If a user wants to copy all or part of a list contained in a criteria in the new workflow management page, they are able to highlight, but it does not copy. This has been corrected.

CACTWO-6056 (Important)

Unable to see full name of Workgroup in new Workflow page

A long Workgroup name is not being displayed properly in the new workflow management page. The view has been changed to show as much of the name as possible followed by ellipsis. Workgroups also now have a hover over which will show the full name of the group.

CACTWO-6059 (Enhancement)

Allow Validation Management to filter for code comments

In Validation Management, the user can select the ‘for each’ checkbox and see a new option of Code Comments. Also added to the Navigation dropdown is Notes & Bookmarks. This will take the user to the Notes & Bookmarks viewer when the validation rule in Code Summary is clicked on.

V2.53 (Dec 2023)

V2.53.8745 Released 12/15/23

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

New Module (Enhancement)

Add CDI/Clinical Alerts Module

The software has a feature called CDI/Clinical Alerts which are automated messages generated by the software that can be used to prioritize your CDI workflow. CDI/Clinical Alerts are used to detect potential inaccuracies, inconsistencies and or discrepancies in clinical documentation. These Alerts help CDI teams to prioritize the charts based on potential query opportunities available.

The software provides real-time Alerts when potential query opportunities are identified. Which will then allow CDI staff to prioritize charts based upon those potential opportunities.

CDI/Clinical Alerts can also be used by coding and auditing charts where CDI did not review the chart.

CACTWO-5378 (Enhancement)

Allow multiple Denials to be added to a single account

The Denial Management viewer will now allow multiple sheets to be created. Sheets can also be deleted via a red X to the right of each Denial heading. When reporting in Account Search, a new Denials drilldown is available, but it will only report on the first Denial on each account.

CACTWO-5423 (Enhancement)

Add Pending Reasons to Discharge Not Final Coded user report

A new column for pending reasons has been added to the Discharge Not Final Coded user report. If there are multiple pending reasons, they will be separated by a comma.

CACTWO-5446 (Important)

Recalculate query counts when saving an account

Currently, if a user was in an account that had an open physician query, and an external interface closed that query, the count on the Account List for the Query Total would still show the query open. This has been changed so that the query total on the account is updated upon closing the account.

CACTWO-5481 (Enhancement)

Users with multiple roles would like column orders to be maintained

Currently, if a user has multiple roles (e.g., Coder, Auditor, CDI Specialist), when the columns are changed for one role, the other roles are automatically set to match. This has been changed so that column changes for Account List, Charges and Transaction Viewers, and Medication viewers can now all be unique to each role.

CACTWO-5537 (Enhancement)

Allow physician field when embedded on physician query to display

automatically A new field option has been added to Form Designer under the +Add Field selection.. If the Physician field is added to a Physician Query, then the physician that is assigned will automatically show in that field.

CACTWO-5667 (Enhancement)

Add Auditor to ‘run for’ on Scheduled Reports

The ‘run for’ field in Scheduled Reports will now show an ‘Auditor Only’ option for these reports:

• Outstanding Queries
• Query Impact Report
• Query Impact by Discharge Date
• Query TAT by Author Report
• Query Template Volume Overview
• Query Template Volume by Discharge Date
• User Session Log

CACTWO-5873 (Enhancement)

Display the document author in hover over on Documents pane

A hover over will now display on the documents pane to provide the author of the document if it is sent from the interface.

CACTWO-5955 (Enhancement)

Allow Validation Rule to add a Pending Reason

In Validation Management, a new field has been added to the rules that are created called Pending Reason. This field will have a dropdown with all available pending reasons. If a rule is triggered on an account and it has a pending reason attached, then the pending reason will be added and the user will be able to see the number of the rule. Pending reasons that have a physician or date requirement will NOT be available in this list. The only way to remove a pending reason that was added by a rule is to have that rule cleared.

CACTWO-5964 (Enhancement)

Allow Document Search box to be resized

In an account, when the Document Search is opened, the box can now be resized by grabbing and pulling the lower right corner.

CACTWO-5972 (Enhancement)

Add zoom in and out ability to text based documents

The ability to zoom in and out has been added as a right click option in documents, both on the main page and a pop out. This new zoom feature will work for Chrome and Edge users. When a user selects a zoom level, that level will be retained for all documents and the last zoom used before log out is the zoom level the user will get when they sign back in.

CACTWO-6041 (Enhancement)

Add Provider Name and Date to the document viewer header

If there is a physician name and date of service that is sent on the interface for a document, the physician name and date will now show in the document viewer header, on the popout, and in the Ctrl+ click of the header.

CACTWO-6098 (Enhancement)

Highlight Navigation Tree if Query draft exists

The Physicians & Queries viewer on the Navigation Tree will now show with an amber highlight if there is a Query Draft. When the draft is either updated and sent or deleted, the amber color will go away.

CACTWO-6107 (Enhancement)

On HCC codes, display HCC version to support V24 and v28

A code that is followed by an HCC indicator in account detail will now display the version of HCC for calendar year 2023 (retroactively) and 2024 when the user hovers over the H in the Assigned Codes panel. On the Final Code Summary and the Working CDI History viewer, the code’s HCC designation will show the HCC number and its version.

CACTWO-6108 (Enhancement)

Allow history on changes in Form Designer

Form Designer will now create a history for changes made in Form Designer. Once a change is made on a form and saved, a Show History button will show in the top right of the worksheet. Clicking on it will bring up a notes box allowing for the end user to make a note as to the change, this function like the Workflow Management viewer notes.

CACTWO-6115 (Enhancement)

Add more fields to Denial Management viewer

Additional fields for a 3rd appeal and extra DRG information have been added to the Denial Management viewer. These fields can also be added to Grid Maintenance.

CACTWO-6117 (Enhancement)

Allow all stratums for PSI 04 quality indicators to show in Code Summary

In the Algorithm for Quality Indicators section of the Code Summary viewer, only the first PSI 04 indicator is displaying. This has been updated to show all 5 of the indicators.

CACTWO-6118 (Important)

CDI Activity Report grand total line is incorrect if users are filtered

If the CDI Activity Report is being filtered to just one user, the Grand Total line is showing the total for all users instead of just the one filtered. This has been corrected.

CACTWO-6120 (Important)

OR groups are not showing in new Workflow Management page

If an OR group is added to workgroup level criteria, it is not appearing within each criteria group. This has been corrected.

CACTWO-6122 (Important)

Audit Management error rate not being reported correctly in reports

The following reports were not calculating the Audit Management error rate correctly. They have been corrected.

• Audit Executive Summary
• Inpatient Auditor Productivity
• Inpatient Coder Scorecard
• Outpatient Audit Scorecard
• Outpatient Auditor Productivity
• Outpatient Coder Scorecard

CACTWO-6125 (Important)

CDI Activity Report is not reporting Reconciliation correctly

The CDI Activity Report was reporting a DRG Reconciliation if an account set for DRG Reconciliation was opened, but then canceled out. This has been corrected so that accts canceled will no longer be included.

CACTWO-6126 (Enhancement)

Allow Users to be excluded from the Inactivity prompt

New funcitonality has been added so that Role Management now contains an option to exclude a role type from being triggered.

CACTWO-6135 (Enhancement)

Allow Flowsheet to save the collapse function

If a user collapses or uncollapses a major category on the Flowsheet viewer, that configuration will remain for all accounts that have the Flowsheet viewer. Note that if a user collapses/uncollapses a major category in the pop out, it will not be seen on the main page until the user moves to a different viewer and back.

CACTWO-6136 (Important)

Auditor Physician Query Draft line is not showing on Dashboard

If an auditor, CDI specialist, or coder has at least one query draft but no sent queries, the total drafts count will now appear for the role with the open queries, unanswered, and answer counts displaying as zero on the dashboard.

CACTWO-6144 (Enhancement)

Show friendly values in Workflow dropdowns

Currently the new Workflow Management page is not showing the friendly value for criteria of a property with a mapping. This has been changed to show the friendly value, just like the classic Workflow Management page.

CACTWO-6146 (Important)

Solventum is opening another instance when opening a dashboard drilldown

If a user opens a dashboard drilldown, another window with Solventum is opened. This has been corrected so that there is only ever one Solventum open.

CACTWO-6147 (Enhancement)

Hide Visit reason fields if there are none on the account

The Audit Management Worksheet viewer will no longer show all of the Visit Reason fields if there are no visit reasons on the account left by the coder or the auditor. If a visit reason is added by the auditor during the audit process, the Visit Reason fields will open up when the auditor clicks the Update Codes button.

CACTWO-6150 (Important)

Reports are not properly counting intial reviews of accounts

If a CDI Specialist creates a Baseline DRG (the first Working DRG), then edits the account further causing the Working DRG to be cleared, and then saves the account without computing a new Working DRG, the creation of the Baseline DRG now counts as an initial review.

CACTWO-6181 (Important)

New Workflow Management page is holding Note text when it should clear

Adding text into the Note field in a workgroup was resulting in that same text appearing in every subsequent workflow This has been corrected.

CACTWO-6188 (Important)

Adding workflow is changing the workflow order in User Maintenance

If new workflow is added to the new Workflow Management page, the users attached to that workflow are having their order in the User Management profile change. This has been corrected so that any newly added workflow will go to the end of the list in the new Workflow Management page and the User Management profile.

CACTWO-6195 (Important)

Reporting is not calculating manually added codes properly

Two user reports (Coder Suggestion Use by Coder and Engine Results by Documents) were not calculating codes added manually. This has been corrected.

CACTWO-6201 (Enhancement)

Allow Query to be created and closed in one step

For customers who do not have a physician query interface and do not createa physician query until a response is received, a query can now be created and not sent. When enabled, a physician query will show a “Continue” button in place of “Send”. Clicking the ‘Continue’ button will refresh the query to open the physician response fields so that the query can then be closed. This is common for Epic EHR customers.

CACTWO-6202 (Important)

Improve performance of encoder calculations with several codes

When a user performs an encoder computation, the red bar showing that an encoder is open was taking a few seconds to disappear over the Compute/Save/Submit buttons. This has been corrected so that it disappers sooner.

CACTWO-6204 (Enhancement)

Update Audit reports to show blank for accuracy

For the Inpatient Coder Scorecard and the Outpatient Coder Scorecard if there are no CPT or PCS codes, the CPT Codes and PCS Codes accuracy columns will now display as blank, rather than 100%.

CACTWO-6205 (Enhancement)

Make Accuracy rates stand out in the Audit Worksheet

To make the accuracy rate lines stand out in the Audit Worksheet, the backgrounds have been changed to show as light blue.

CACTWO-6217 (Important)

Field in worksheet showing as ‘Select an item’ when printed

On worksheets, dropdowns prompting users to select an item were not displaying the selection when that worksheet was printed. This has been corrected.

CACTWO-6224 (Enhancement)

Allow DRG Reconcilation to compare DRG weight

A new setting has been created that, when set to true, will compare DRG weights as well as the DRG during reconciliation. By default, the comparing of DRG Weights will be disabled.

CACTWO-6225 (Important)

Account Search not using ‘only contains’ properly with “Assigned Diagnosis with POA N” field

Account Search will now correctly use the Only Contains criterion.

CACTWO-6239 (Important)

Code Suggestion by Coder report is not calculating correctly

When a code is being added via Solventum to an account that is then being submitted, that code is not showing up in the Direct column of the From Other Sources section of the Code Suggestion Use by Coder report. This has been corrected.

V2.54 (Apr 2024)

V2.54.8854 Released 04/05/2024

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

CACTWO-5598 (Enhancement)

Include new accounts when autoloading

A new database setting has been created to allow a change to how auto- loading works.

When set to true, if an account is added to a workgroup currently being worked by a user with auto-load enabled and that new account has a discharge date before the date of the account being worked, the next account to autoload will be that new account, rather than the next account in the workgroup list.

CACTWO-5823 (Enhancement)

Create symbols to identify Auditor code changes on Audit Worksheet

The Audit Worksheet will display new symbols next to codes that were changed between the Coder and Auditor.

• A green ‘plus’ sign indicates the code was added.
• A red ‘minus’ sign indicates the code was deleted.
• A orange up or down ‘arrow’ sign indicates the code location has been changed (ex. a primary and secondary are swapped.)

CACTWO-5865 (Enhancement)

Allow Audit Subtypes to be context sensitive based upon what audit type was selected

A new column has been added to Mapping Configuration for the Auidt Type mapping. This new Audit Subtype column will allow Administration to limit the subtypes available for each Audit Type.

When an auditor then selects that Audit type in the Audit Worksheet, instead of getting the full list of subtypes, the user will only see the subtypes allowed.

In this example, the Audit Type CC/MCC only has a subtype of Coder available, so that is all that will show in the dropdown selection.

CACTWO-6030 (Enhancement)

Add a section for Rebills to the Audit Worksheet

The end of the Audit Worksheet has been changed to allow for an Auditor to ask if the audit requires a rebill.

When answered ‘Yes,’ the Auditor can additional record a date for a rebill.

CACTWO-6033 (Enhancement)

Allow auditor to submit and route to coder post audit

An Auditor can now submit an account and either 1) submit and close the audit, or 2) complete an audit on a chart, submit it as the auditor and then route it back to the coder without the need to go back into the chart and route it to the coder. This new box will appear when submitting an audit if the audit isn’t closed yet and when doing so, will receive this new query box:

CACTWO-6060 (Enhancement)

Allow Audit worksheet to be printed

A new print button at the top right of an audit worksheet will allow the worksheet to be printed.

CACTWO-6074 (Enhancement)

Change the way Forced Autoload works

Several changes have been made to how Forced Autoload lists to-do accounts for the user.

• When a Forced Autoload user logs off (and does or does not close the browser) and logs back in during the same calendar the application will remember where the user left off and start the autoload feed there.

• If a user has a chart assigned directly to them while they are working on an assigned list, that chart will be next in the autoload process. When completed, the user will be taken back to where they left off within the list they were working.
• If a support personnel re-assigns a chart to a workgroup that is currently being worked by a forced autoload user and the chart’s discharge date is older than the one the forced user is currently in, when the user cancels/saves the account, the earlier chart wll be next in the list. After the chart is completed, the list will resume where the user left of

CACTWO-6116 (Enhancement)

Add Privilege in Role Management to allow a user to add an account note or bookmark and worksheet

A new privilege, Edit Only Account Notes, Bookmarks, and Worksheets has been created in Role Management to disallow any code work. When this privilege, is checked, the role will be able to only add a Note or Bookmark to a document, add and edit new worksheets, and add a comment on an unassigned code. No coding work can be done.

CACTWO-6168 (Enhancement)

Allow lists to be attached to keys in Mapping Configuration

A new Mapping Configuration has been created called CriteriaFindAndReplace. Once that mapping is created, keys attached to lists of items can be added. In Account Search,Workflow, and Scheduled Account Searche, the key can be used after the operator of ‘In List’ or ‘Includes Any Of’ as applicable when creating criteria. The key will allow all items attached to it to be considered in the equation.

For example, if a user wants to create a key for Elixhauser to be used for the diagnosis codes within a group, they would add a key of Elixhuaser categories, with the description being the comma separated list of each of the different categories for example:

Then, in Account Search, Scheduled Account Search, or Workflow, the user would use a criteria as shown below. CAC2 will look at ‘ELIX_HF` and apply the criteria to all of the numbers listed in the Mapping description in the equation.

If an account had a diagnosis code of I50.20, this criteria would pick it up, since that code is associated with the key of ELIX_HF.

CACTWO-6170 (Enhancement)

Allow filtering of multiple documents in the Documents Viewer

On an account, the user can now select multiple documents from the Documents pane by using Shift+Left Click or Ctrl+ LeftClick, then right-clicking to choose ‘Filter Selected’.

This will hide all unselected documents. A filter button will show in the panel title showing the total number of documents along with what have been filtered. In the below example, the account had 14 documents and was filtered so that only 3 showed. When the filter button is clicked, hidden documents will reappear. The filter can also be canceled by clicking on any code in the Unassigned/All Code trees.

CACTWO-6203 (Enhancement)

Create error message when computing Solventum with dates prior to Oct 1 2015

Currently, TruCode™ displays a red error message if a user tries to compute a DRG when an account has an Admit date, Discharge date, or Procedure Date before October 1, 2015. This error has been extended to include computations using Solventum™.

CACTWO-6219 (Enhancement)

Allow banner bar to be customizeable for printing

The banner bar that is printed on the top of each of the document and/or forms can now be customized.. Your site must allow for printing.

CACTWO-6231 (Enhancement)

Change size of checkbox in Form Designer

When Checkbox is chosen as a field in a form in the Form Designer page, the checkbox will now appear much larger in the document or query.

CACTWO-6248 (Enhancement)

Do not show Trauma section if not configured in the E&M Config within the E&M viewer

If the “Trauma” section of E&M Configuration is configured with 0 or 1 options, then the Trauma section will not appear in the E&M Viewer for an account where “IsEmergencyRoomVisit” is set to true.

CACTWO-6251 (Enhancement)

Add new CDI fields to be used for Workgroup Management sorting

First and Last CDI Saver fields have been addedto the sort field options in workflow management per workgroup. These will now show in the dropdown of the Sort Field, under Properties of a Workgroup. This will allow for that column to be sorted ascending or descending.

CACTWO-6292 (Enhancement)

Create new columns for query draft totals

Three new fields have been created to show totals for queries in draft status. Users can add the fields via Grid Column Configuration as needed.

• Physician Query Drafts
• CDI Physician Query Drafts
• Coder Physician Query Drafts

CACTWO-6325 (Enhancement)

Allow Physician Query to be quick closed with manual entry

A new button has been added to the Physician Query viewer. After adding a manual query response, a user can click Quick Complete, to complete without having to send the query to the Physician.

CACTWO-6333 (Enhancement)

Allow mass editing of modifiers

When multiple CPT codes are selected in the mass edit window and all the CPT codes have a common modifier, it will now display in the modifier box so that it can be removed, if necessary, from all CPT codes.

CACTWO-6340 (Enhancement)

Allow Custom Workgroup to be retained upon reassignment

The Mapping Configuration ‘Workgroup Types’ now has a column called Used By. This column lists user types, which, when added to a workgroup type in a custom workgroup, will cause the workgroup to be retained IF the user that is assigning an account has a profile that matches what is contained in the Use By column.

As an example, for Workgroup ‘Cardiology Physician’, the Workgroup Type is set as Physician Coding. In Mapping, Workgroup Type, I have set the Used By column to Retain Always. If a user is a Hospital Coder and assigns an account to another user and that chart was also assigned to the Cardiology Physician Workgroup, it will be retained.

If the user is a Physicain Coder and assigns that account to another user, then the custom workgroup Cardiology Physician will be removed along with any other workgroup on that account.

To configure, examine the mapping for WorkGroupType in Mappings Configuration. A new column, “Used By,” is present.

CACTWO-6343 (Enhancement)

Allow Solventum™ to save position on second monitor

The software will now remember where you last placed the Solventum Coding and Reimbursement window(s) on your screen. When you reopen these windows, they will appear in the same position as before.

This new feature works by using the Windows Management API. The first time you log in after the update, you’ll see a message asking you to give permission for this API to run. It’s important that all users agree to this, no matter how many monitors you have or whether you use this feature right now. Saying yes will help us use this technology for more improvements in the future.

CACTWO-6350 (Enhancement)

Add Auditor Activity to several coder reports

The following user reports will now automatically contain auditor activity in addition to the coder activity:

• Coder Activity
• Global Productivity
• User Detail
• Weekly Coder Activity

CACTWO-6351 (Important)

Prevent the Search Document window from shrinking

When a Document Search window is used continually, each time the window is getting smaller. This has been corrected.

CACTWO-6378 (Important)

Prevent multiple pop up boxes from resizing themselves

If more than one pop box is open at once, like a Document Search box and a Physician Query box, when one is resized, the other is automatically resizing.

This has been corrected so that the second box is not resized.

CACTWO-6392 (Enhancement)

Allow Physician Query to show differences

A new button will now show under a physician (or manual) recorded answer of a Physician Query, allowing the user to see anything that was added to the query by the physician that received it.

Clicking the Show Diff button will show any additions or subtractions made to the query in the response in blue or red highlights.

In this example, the physician has marked a line and added text after it, and the Show Diff button now shows as Hide Diff since it was deployed to view the response:

CACTWO-6399 (Enhancement)

Add Total Charges to Validation Manager

The field Total Charges has been added to Validation Management as an account field.

CACTWO-6410 (Enhancement)

Add Calculated Date/Time as a field

A new field, Calculated Date/Time, has been added. This field shows the last time the encoder was run. If it’s blank, the encoder needs to be run. This can help the user find accounts that should have an APC, DRG, or if a coder clicked on the encode to run edits.

CACTWO-6422 (Important)

Send proper cancel message rather than blank HL7 to Epic FEWS

For Epic customers who switched from COM integration to FEWS, an issue that was causing errors in Epic has been corrected. Previously in the COM integration, when someone clicked “cancel” in Fusion CAC, an empty message was sent to Epic to close the communication. With FEWS these same blank messages cause errors. Now, canceling a chart in the latest version won’t lead to these errors in Epic for those using FEWS integration.

CACTWO-6458 (Important)

Update to Elixahuser codes

There has been an update to use Elixhauser v2024 for Elixhauser coding.

V2.55 (Jun 2024)

V2.55.8945 Released 06/28/2024

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

Security - Create Two Factor Authentication

CACTWO-4974 (Enhancement)

Fusion CAC now allows organizations to use two factor authentication. When enabled, the first time a user logs in after activation, a new panel will appear on the login screen with a QR code or setup key to scan/enter into an authenticator app. In the user’s authentication app, they will see

Fusion CAC [the environmentName appSetting] : [User's Login ID]

When logging in, the user will add the code after their password.

Add Metrics to CDI Query Scorecard Reports

CACTWO-5677 (Enhancement)

A new section called CDI Team Metrics has been added to the CDI Query Scorecard/Scorecard by Admission date reports. This lists the accounts and reviews per month. The review counts are determined by the discharge date for CDI Query Scorecard.

Add Additional Abstracting Questions to the Audit Worksheet

CACTWO-5677 (Enhancement)

Several new bullet point style questions can be added to the top of the Abstracting section of an Audit worksheet. By default, there is no change to the Audit Management viewer. However, a site can request additional prompts to be added to the Abstraction section of the Audit Management viewer.

Allow Workflow to Retain Collapse State in Memory

CACTWO-6051 (Enhancement)

The Workflow Magement page will now save how each users collapse/expand criteria settings. After collapsing or expanding criteria throughout the page, the user will see that remain when there is movement between pages, or a signoff/signon action. This is automatically retained; the user does not have to click the Save Workflow button.

Allow to Copy a Row as a Single Line

CACTWO-6190 (Enhancement)

A new right click menu option has been added to the Flowsheet Viewer. This will allow the user to highlight a row and choose ‘Copy Row as a Single Line’ to paste it into a text style editor.

Allow User to Copy Sections of an HTML Document to Clipboard

CACTWO-6214 (Enhancement)

lose format When copying an HTML document into an a text field, forms or Physician Query, the format was being lost. This has been corrected so that the HTML will hold its format, while removing code suggestions and extra blank lines.

Create Coder Detailed Activity Report

CACTWO-6271 (Enhancement)

The new report Coder Detailed Activity Report is similar to the Coder Activity Report, but has 2 new columns. Chart Touches will count the number of unique times an account was touched, and the times for submitting and for saving have been split.

Add New Column to the Query Impact Reports

CACTWO-6321 (Enhancement)

Both the Query Impact and the Query Impact by Discharge Date report will now have a new column; Query Reason.

Add More Columns to the Pending Reason Report

CACTWO-6345 (Enhancement)

The Pending Reason report will now have two additional columns; Attending Provider (first if there are multiple), and Discharge date.

Add Last/Prior Login Date to User Profile

CACTWO-6377 (Enhancement)

There are now two dates that can be seen in User Profile. It wil show the Last Login (which is the last, or in some cases current time the user was logged in) and Prior Login, which is the date previous to the current or last login.

Note that the first time a user logs in after the upgrade that enables this tracking, there will be no Prior Date. Administrators can open the profiles of other users from User Management and see their last and prior login date/times.

Add Auditor Options to the Validation Manager

CACTWO-6393 (Enhancement)

Validation Manager now has two new user options; Is Auditor, and Is Not Auditor. Please note that for profiles that have multiple roles, using these will only trigger on an account if the current role is Auditor.

Create a way to Collapse all Categories in Workflow Management

CACTWO-6398 (Enhancement)

A button has been added to the top of the left side Workflow list in Workflow Management. Clicking this button will perform either a Collapse all or Expand all Categories as needed.

Changes Have Been Made to Denial Management

CACTWO-6451 (Enhancement)

The “Comments” box in the Denial Management viewer will now wrap text and auto-expand as needed. Alsoif you highligh overtop of the text it will now bring up the text edit styling box.

Allow TruCode to Compute a DRG Without Sequencing Codes

CACTWO-6460 (Enhancement)

A new option has been added for TruCode encoder users to the Compute button’s right side dropdown called ‘Compute w/o Resequence’. This will compute the DRG without ordering DX codes according to quality indicators.

Add Ability to Reconcile all DRGs, not Just the Primary

CACTWO-6479 (Enhancement)

With a new setting that support can enable you can now add the ability for sites to trigger DRG Reconciliation if any DRGs or DRG Weights.

Create a DRG Reconciliation Viewer

CACTWO-6480 (Enhancement)

A new DRG Reconciliation viewer has been created. This will be available for Inpatient accounts that have been reconciled and submitted by a coder. It is for view only, and will display the Working DRG on the left, Final DRG on the right. Symbols will be next to all codes indicating if they have been added, removed, or moved to a different position.

Add ‘Exclude’ on Report Filters on Most CDI Reports

CACTWO-6482 (Enhancement)

These five filters that can be found on CDI user reports will now give the user the option to filter as ‘ include’ or ‘exclude’. The filters are: Category, Facility, Financial Class, Hospital Service and Pending Reason.

If the filters are left blank, then Include stands for ‘All’ and Exclude stands for ‘None’. These are the reports it was added to:

• CDI Activity Report
• CDI Executive Summary
• CDI Financial Benefit
• CDI Metric Score Card
• CDI Productivity - Admission Month
• CDI Productivity by Review Type
• CDI Query Detail Report
• CDI Query Score Card
• CDI Query Score Card - Admission Month
• Inpatient Audit Score Card (Audit Management only)
• Inpatient Auditor Productivity (Audit Management only)
• Inpatient Coder Score Card (Audit Management only)
• Outpatient Audit Score Card (Audit Management only)
• Outpatient Auditor Productivity (Audit Management only)
• Outpatient Coder Score Card (Audit Management only)

CPT Error Rate is not Refreshing Properly in Audit Management

CACTWO-6494 (Important)

In Audit Management, when there is a change to ‘Total Modifiers Added’ or ‘Total Modifiers Removed’, the CPT error rate is not refreshing. This has been corrected to update the CPT error rate immediately.

Some Patient Birth Dates are Showing as 1 Day Earlier in Account Grids

CACTWO-6499 (Important)

Due to how certain dates are evaluated in Daylight Savings Time, some birth dates of patients were appearing off by one day between various grids. This has been corrected.

Allow Admin Users to Have Access to Create/Edit Documentation Review Without the Need for Privilages to be Added

CACTWO-6522 (Enhancement)

Administrators will now be able to create or edit documentation reviews without having the explicit privilege ‘Create/Edit Documentation Reviews”. It is uncommon to use documenation reviews for CDI users.

Incorrect Document is Staying in Focus

CACTWO-6525 (Important)

If a code from the Show All Codes tree is assigned to more than one document, and the user clicks on one of those documents, it opens in the document viewer. But if the user then clicks on a different document and adds a code to it, the former document shows in the viewer instead of the currrently opened one. This has been corrected.

Allow Collapses and Expands to Auto Save in new Workflow Management

CACTWO-6522 (Enhancement)

Upon opening up the Workflow Mangement page after updating, all workgroups will be in a collapsed state. From that point on, Workflow will save any collapse or expand that the user does without having to click the save button.

Add Duplicate Code Icon for Solventum™ Users

CACTWO-6535 (Enhancement)

When a code is added via Solventum™, but is already in the unassigned code tree, the unassigned code will no longer be visible, but clicking on the Show All Codes tree will show the code with a duplicate icon.

Valid Value Error Occuring in Some Account Search Filters

CACTWO-6547 (Important)

An error message asking for a valid value was occuring during some Account Search filters that used the ‘=’ sign. This was occuring when fields had a mapping that did not include a blank key. This has been corrected. An example was if you had Stage = Unbilled then switched the equal to not equal it would give you the error. Previously you would have to click on unbilled switch off of it then back on it in the drop down for it to take effect. This has been corrected.

Allow Audit Reports to Filter by Audit Type

CACTWO-6548 (Enhancement)

Audit Type is now an Include/Exclude filter on all Audit reports

Add Ability to Remove Quick Complete Button from Physician Query

CACTWO-6560 (Enhancement)

A new setting has been created that will allow you to remove the quick complete button on the Physician queries dialog box. If the setting is set as false, the user will see a Quick Complete button and the Send button will say Send to Physician. If the setting is set as true, the Send button will only say Send.

Create Physician Coder Activity Report

CACTWO-6562 (Enhancement)

A new report called Physician Coding Activity has been created to report on data for Physician Coder and Single Path coder activity.

Forced Autoload Limits are Being Ignored

CACTWO-6566 (Important)

When a forced autoload user has limits on their workgroups, and they are on the last account of a limit, if an account is manually assigned to them, the limit restarts. This has been corrected so that the limit amount is never changed during a manual assignment.

Add HCC Designation in Charges Viewer

CACTWO-6568 (Enhancement)

When a code with an HCC icon is added to the charges viewer by an Physician Coder, it will now show the designation just like the Assigned Codes tree

CACTWO-6573 (Enhancement)

CACTWO-6568 (Enhancement)

The Denials drilldown in Account Search will now show a Comments field.

CACTWO-6576 (Enhancement)

CACTWO-6568 (Enhancement)

Multiple changes have been made to this report:

• Name changed to Engine Outcome Summary by Coder
• New column Total Codes Assigned added
• The column Added has been split into Added Text and Added Non- Text (which includes worksheet)
• The column Direct will contain codes added via Solventum™, but also suggested by FAE
• The column Image has been split into Image (duplicate) and Image (non-duplicate)
• The column Worksheet has been removed
• The calulation of the column Score(now called Usage Score)
  • Score is (Accepted +Edited + Added Text + Image non-duplicate) / Total Codes Assigned.

CACTWO-6577 (Enhancement)

CACTWO-6568 (Enhancement)

The Engine Outcome per Coder (or per CDI) have been changed to Engine Outcome Detail per Coder (or per CDI). The other changes made are:

• Duplicate codes added to the top of text documents are now counted in the Added Non-Text rather than Added Text
• Added Non-Text will now include codes added via Solventum™ but also suggested by FAE
• The column Duplicate is now Added Duplicate
  • It additionally counts codes duplicated on images and worksheets
• The column Duplicate Codes now includes codes duplicated on images and worksheets
• The calculation of User Score is now 1.0 – ((Added Duplicate + Added Nontext) / Total assigned).
• The calculation of Engine Accuracy is now 1.0 – (Added Text / Total Assigned).

These changes are retroactive except the ‘Added Non-text” column calculatoin. This column will retroactively include codes assigned directly within Solventum™ that were not suggested by FAE

CACTWO-6584 (Important)

CACTWO-6566 (Important)

The Elixhauser mapping comes with a bunch of default prefixes. The prefix of ELIX_ has been added.

CACTWO-6585 (Enhancement)

CACTWO-6568 (Enhancement)

The Query Impact and Query Impact by Discharge Date reports now have GMLOS columns under the Before Query, After Query and Difference portions of the report.

CACTWO-6586 (Enhancement)

CACTWO-6568 (Enhancement)

Previously, once an account has been submitted, CDI Specialists could no longer change the baseline DRG. This has been changed so that the baseline can also be changed after submission of the account.

CACTWO-6605 (Enhancement)

CACTWO-6568 (Enhancement)

Previously, once a Forced Autoload coder submitted an account that had directly assigned, if it was manually assigned back it would not appear in that coder’s list until the next day. This has been changed so that if a manually assigned account was submitted and then assigned back to the same coder, they will receive it as their next forced autoload account instead of waiting one day.

CACTWO-6627 (Important)

CACTWO-6566 (Important)

When running the CDI Metric Score Card report, the report description does not identify what date range is acceptable. This has been added to the description.

CACTWO-6638 (Important)

CACTWO-6566 (Important)

In the Audit Management viewer, the “Abstraction Pre-Audit” calculation is incorrect, although user reports correctly displayed the accurate calculation in releases v2.53 and v2.54. In these releases, the calculation omitted the procedure codes for which users had recorded a procedure date or physician. This issue affected only the display in the audit viewer, not the Audit user reports.

CACTWO-6463 (Enhancement)

CACTWO-6568 (Enhancement)

If a discrete value’s name appears in more than one category within the discrete data viewer within a major category when it is linked from the CDI Alerts viewer, the entire major category will be highlighted in the Flowsheet viewer. Otherwise, the original functionality of just highlighting its single category applies.

CACTWO-6532 (Enhancement)

CACTWO-6568 (Enhancement)

Previously, all CDI/Clinical Alerts were expanded making it hard to view all alerts. This requests was to initially be collapsed when the account is loaded.

Add Other Choice With Drop Down on the Close CDI/Clinical Alert Dialog Box

CACTWO-6578 (Enhancement)

Add new option of Other with the ability to add drop down box on the Close CDI/Clinical Alert Dialog Box. This allows the user to Close an Alert because it did not require a query to be sent and not because the Alert was wrong. They state occasionally even though an Alert triggered appropriately; after reviewing a query is not needed, they do not want to count it negatively as the alert did what it was supposed to.

It will only appear if a mapping with the ID “DrillDownMatchedCriteriaGroups_OtherOutcome” is created in Mappings Configuration with additional alternate outcomes. The alternate outcomes will be displayed in the Closed CDI Alert.

Add Line Spacing to Evidence

CACTWO-6580 (Enhancement)

Previously, the spacing was condensed; this adjustment provides more vertical spacing, making the alert evidence easier to read.

V2.56 (Sep 2024)

V2.56.9036.0 Released 09/27/2024

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

Allow Multiple Audits on a Single Account

CACTWO-5379 (Enhancement)

Allow Multiple Audits on a single account Users of Audit Management can now be updated to allow for multiple audits on a single account. At the top of the Audit viewer, a new button has been added called ‘Add Audit’. Clicking that will open an empty audit form. The accounts can have many audits added to it with this change.

For Audit Module users only.

Display Physician Coder Diagnosis Changes to Charges in Show History

CACTWO-5527 (Enhancement)

Display Physician Coder diagnosis changes to Charges in Show History If a Physician Coder or Single Path coder makes a change to diagnosis codes in a charge, that will now show in the Visual Difference Column of the Show History tab.

Display Changes to Physicians in Show History

CACTWO-5591 (Enhancement)

Any changes made to account level physicians will now show in the Visual Difference column of the Show History tab.

Show More Audit Data in the Show History and User Audit Trail Report

CACTWO-5680 (Enhancement)

Show more audit data in the Show History and User Audit Trail report The Show History tab of an account will now show Auditor work in the Visual Differences column.

The Audit Trail user report will also show several Audit actions in the report: Audit open, Audit Closed, Audit Reopened, Audit Rebutted, Audit Closed and Audit Printed.

For Audit Management users only.

Ability to Copy Validation Management Rules

CACTWO-6065 (Enhancement)

Ability to copy Validation Management rules Validation Management Rules now have a copy button to the right of the directional buttons. When clicked, a duplicate of the rule and its criteria will appear at the bottom of the rule list, ready for editing.

Add Root Cause Field for Denial Management

CACTWO-6182 (Enhancement)

Add root cause field for Denial Management Denial Management viewer wll now have the ability to select multiple entries for each denial, as needed. The field is located above the Code(s) in Question entry. Clicking into the Root Cause field will display a dropdown with default choices.To note if you would like to change these values you can add a mapping the ID is DenialRootCauses.

For Denials Management users only.

Allow Validation Rule to Report on Audit Status

CACTWO-6323 (Enhancement)

Allow Validation Rule to report on Audit status In Validation Rules a new ‘for each’ option of Audits has been added so that a validation rules can be created for audit options.

For Audit Management users only.

Display in Show History Phsycian and Modifier Changes to Charges for Physician Coder

CACTWO-6403 (Enhancement)

Display in Show History physician and modifier changes to charges for Physician Coder If a Physician Coder makes any changes to a physician or code modifier, those will now show in the Visual Difference column of the Show History tab.

Allow Physician Coders to Select Multiple Codes

CACTWO-6427 (Enhancement)

Allow Physician Coders to select multiple codes Within the charge viewer allow physician coders to select multiple diganosis codes to associate to a charge by clicking control and selecting codes. This way multiple codes can be added as needed.

For Physician Coding or Outpatient CDI users only.

Add and Move Some Identifiers in Show History Chart

CACTWO-6444 (Enhancement)

In the Show History tab, the Location and Patient Type sections have been removed and those identifiers have been added to the Event section. New identifiers have been added to the Events section: Payor, Financial Class, Admit Source, Admit Type and Discharge Disposition. By clicking on the ledgend to the top right it color cods the events for easy viewing.

Add a Rebill Checkbox to Denial Management Viewer

CACTWO-6452 (Enhancement)

A new checkbox to indicate a rebill is needed has been added to the Denial Management viewer. It appears after the Denial Complete checkbox.

For Denials Management users only.

Auto Populate Coder With First Submitted, but Allow Users to Edit

CACTWO-6453 (Enhancement)

Auto populate Coder with First Submitted but, allow users to change it if its incorrect.The ‘Coder’ field in the Denial Management worksheet will now be defaulted to the first Submitter.

For Denials Management users only.

Allow Linking of Related Queries to a Denial

CACTWO-6454 (Enhancement)

t Allow linking of related queries to a Denial A new field has been added to the Denial Management viewer for related queries. It is located after ‘Code(s) in Question, and if there are any closed, non-canceled physician queries, they will appear in a dropdown when the field is clicked. For Denial Management users only.

Show Roles in the Summary of User Actions

CACTWO-6455 (Enhancement)

On the Code Summary viewer, each user listed in the Summary of User Actions will now also display that users current role.

To Note: This feature is not retroactive.

Allow the Created by User on a Physician Query to be Editable

CACTWO-6481 (Enhancement)

Once a physician query is saved, the Created By field will show. This is now changeable, whether or not the query is closed or still open. A Save button at the bottom of the query will save the change.

Allow Quantity to be Modified Under Charges Viewer by Physcian Coder

CACTWO-6524 (Enhancement)

A physician Coder will now see the edit symbol on the Quantity line in the Charges Viewer. The Quantity can be changed and saved. For Physician Coding or Outpatient CDI users only.

Solventum™ not Closing Properly When User Changes Roles

CACTWO-6558 (Important)

When using Solventum™, if a user changed his role to a role that had a disabled encoder, Solventum™ would not close or reopen properly when the user changed back to his role that had the encoder enabled. This has been fixed.

Add ‘Primary’ to Add Diagnosis Codes Window in Charges Viewer

CACTWO-6565 (Enhancement)

If a user goes into the codes in a Charges Viewer and moves the codes around, the top code will always become the primary code.

Display Multiple DRGs in the Shift Reason Dialog Window

CACTWO-6570 (Enhancement)

If there are multiple DRGs on an account, when a query is closed and presents the Shift Reason window, all DRGs will show, with the first one expanded and the other collapsed. Both DRGs are expandable/collapsible.

Add Field Onto Denials Viewer for Letter Received by Facility

CACTWO-6574 (Enhancement)

A new field has been added to the Denial Management Viewer in addition this field has been added into the drilldown in Account Search. For Denial Management users only.

Add Columns to the CDI Activity Report

CACTWO-6608 (Enhancement)

In the CDI Activity user report, reviews and queries are now counted under new columns of either Concurrent or Retrospective. Queries created during DRG reconciliation are counted under Retrospective. With the additional columns, the report will now show in landscape when PDF is chosen.

Add Columns to the CDI Financial Benefit Report

CACTWO-6611 (Enhancement)

Add columns to the CDI Financial Benefit report Columns for First CDI Saver and First Submitter columns have been added to the CDI Financial Benefit user report.

Add new Section to the DRG Comparison Report

CACTWO-6612 (Enhancement)

This user report has two DRG sections: one for Baseline and one for Final. A new section for Working DRG has been added. This DRG is the last Working DRG figured before the account was submitted.

Add More Fields to Workflow Management

CACTWO-6623 (Enhancement)

Several new fields have been added to Workflow Management to allow criteria to detect a user’s assigned roles:

• First CDI Owner Roles Last CDI Owner Roles
• First CDI Saver Roles Last CDI Saver Roles
• First Coder Roles Last Saver Roles
• First Submitter Roles Last Submitter Roles
• Owner Roles Last Viewer Roles

Allow Audit Rebuttal to Always Show on the Audit Viewer

CACTWO-6634 (Enhancement)

Currently, a rebuttal on an audit viewer will be hidden once the coder clicks the Agree button. Going forward, the rebuttal will continue to show, even after the coder agrees.

For Audit Management users only.

Allow Coder to Save a Review of a Finished Audit

CACTWO-6672 (Enhancement)

When an auditor marks an audit as finished and the account is manually routed to a coder, the coder will now see a “Save Account as Reviewed” button at the bottom of the audit if it’s their first time reviewing it. This button marks the audit as “Saved Review” and records this action in both the account’s Show History and the User Audit Trail report. The “Save Account as Reviewed” button will appear under these conditions:

• The audit has been closed.
• The account is routed to the coder’s personal queue.
• The coder is viewing the closed audit.
• The coder has not previously reviewed the audit. When the coder clicks “Save Account as Reviewed,” an “Are you sure?” dialog will appear. A new audit event will be logged to show that the coder reviewed the completed audit, and this will be visible in both the Show History and the User Audit Trail.

For Audit Management users only.

Add MRN Lookup to Transfer Account Code Viewer

CACTWO-6676 (Enhancement)

The account number and MRN now appear with radio buttons on the Transfer Account Codes viewer. When the user selects the MRN radio button, the MRN of the currently opened account will automatically be populated.

Add the Ability to Add a Summary Field to Saved Account Searches

CACTWO-6681 (Enhancement)

When saving a search in Account Search, a new field labeled “Filter Summary” will appear in the save box. If this field is completed, the summary will be displayed in the search banner.

It will show next to the Drill-Down Level.

Add Conditional Triggers for PSI/PDI Based on Exclusion Code Position

CACTWO-6682 (Enhancement)

PSI and PDI indicators originally did not trigger if a code that caused an exclusion for that indicator was within the the top 25 codes (or limit that customer has set). This has been changed so that if that happens, the PSI/PDI will still show in the banner bar, with an asterisk next to it, to indicate the PSI was conditionally applied. The algorithm at the bottom of the Code Summary viewer will show the reason why.

For Quality Module users only.

Add Filters to Grid Colum Configuration

CACTWO-6684 (Enhancement)

Filters now appear at the top of the location columns in the Grid Column Configuration. Clicking on a filter will reorder the column, displaying all assigned columns either at the top or bottom.

Add Weight Breakdown for Elixhauser

CACTWO-6695 (Enhancement)

When Elixhauser coding is applicable, a new table under the Elixhauser section of the Code Summary sheet will appear, showing weight totals for each item that triggers.

For Elixhauser users only.

Add ROM/SOI Information Field on Diagnosis Section

CACTWO-6699 (Enhancement)

The SOI/ROM will now show in the Audit Worksheet, next to each code and then in the Codes section of the sheet, it will show numbers matching whether there was a change in those numbers, 1 increase or decrease for each change.

For Audit Management users only.

Print Button is Missing in User Report

CACTWO-6703 (Important)

Print button is missing in User Reports The updated PDF viewer in a previous release within user reports removed the Print button, but it has now been modified to restore any missing buttons. Users can print or download PDF reports from the User Reports page.

Account Search Drilldown Erroring When Searching Large List

CACTWO-6705 (Important)

The Account Search drilldown was creating an error when a right click ‘View Account Detail’ was done on an account from a large list of accounts.

Change all Verification Window Buttons to Yes or No

CACTWO-6707 (Enhancement)

For any pop-up window that begins with the question “Are you sure…” has been updated. The buttons that previously displayed as “Cancel” and “OK” will now appear as “Yes” and “No.”

Add Vertical Scroll bar to Account Search Criteria if Criteria is Very Long

CACTWO-6711 (Important)

In Account Search, criteria that has a lot of data causing a lot of vertical space to be used extending beyond the viewing screen, making the grid unreadable. A new vertical scroll bar has been added to ensure users can access and view all data without losing information beyond the filter’s edges.

Add red tag Next to Applied PSI/PDI for Improved Visibility

CACTWO-6712 (Enhancement)

When a PSI/PDI is applied to an account, it was previously difficult to identify in the algorithm section of the Code Summary viewer. A new red tag has been added to enhance visibility, making it easier for users to quickly locate the PSI/PDI algorithm that was applied.

For Quality Module users only.

Unable to Remove a Matched Criteria Template in Workflow

CACTWO-6726 (Important)

A ‘Matched Criteria Query Template’ dropdown only appears in Workflow if a criterion with the field ‘Evaluation Script’ which is used by CDI/Clinical Alerts is present. When copying and pasting that criterion, the user has no way to remove that template to choose another. A small gray ‘x’ has been added to the box to allow removal of the template after pasting.

Allow ‘Frequency Edits’ for TruCode ™

CACTWO-6730 (Enhancement)

TruCode™ has an option to include frequency edits among the medical necessity edits returned by TruCode. This has now been enabled.

Increase Filter Length and Labels for Improved Usability

CACTWO-6732 (Enhancement)

The filter dropdown length has been extended in account search to display more of the filter name, reducing the need to click the down arrow, especially for filters with similar names. The field for the account search name is now longer, and the “Delete Filter” option has been replaced with a garbage can icon to save space allowing for room for the increased length. Additionally, the “Tools” button has been renamed “Columns” for better clarity.

‘Unexpected Error’ Messaging Occuring in Account Search

CACTWO-6734 (Important)

When using the Queries drilldown in a filter in Account Search that resulted in a large amount of accounts returned, a red toast error message to contact Dolbey Support was happening. This has been corrected.

Update PSI/PDI Algorithms

CACTWO-6737 (Enhancement)

PSI/PDI algorithms have been updated to AHRQ v 2024.

Code Dropdown Does not Reflect Date of Service in Denial Management Viewer

CACTWO-6740 (Important)

The codes that were reflected in the codes dropdown of the Denial Management viewer was displaying current day codes vs date of service relavant codes. This was corrected to use the accounts Admit date for outpatient or Discharge Date for inpatient to determine which codes to display.

For Denials Management users only.

Error Occuring When Closing Physician Query/Shift Reason Window

CACTWO-6742 (Important)

When closing a Physician Query or Shift Reason dialog box when the Physicians & Queries viewer was not visible, a console error was occurring. This has been corrected.

Hide ‘Route to’ Buttons in Audit Worksheet

CACTWO-6745 (Enhancement)

The ‘Route to Auditor’ and ‘Route to Coder’ buttons in the Audit Worksheet can now be hidden with a new site-configuration setting.

Allow Readmission Viewer to Show Multiple Accounts

CACTWO-6746 (Enhancement)

If an account has multiple re-admissions, they will now all show if they are in the default time of 30 days. A new setting has been added to allow the number of days to be changed. If the setting is updated to an amount other than 30, that new amount will show in the Re-admission Viewer AND in the red tag in the banner.

Clicking on Code From Unassigned Code Tree Doesn’t Scroll to the Position in the Document Viewer

CACTWO-6749 (Important)

If a user has a zoom on their document viewer, and they click on an unassigned code in the unassigned tree, the document in the viewer will scroll towards it, but leave the highlighted code offscreen. This has been corrected so that even with a zoom in place, the viewer will scroll to make the highlighted code viewable.

Improve Copy to Clipboard Functionality Adding Intential Line Breaks

CACTWO-6746 (Enhancement)

There are some issues around intentional line breaks. The functionality has been improved to alleviate those issues.

Add Copy Single Line and Copy to Table was Added to the Flowsheet Viewer

CACTWO-6746 (Enhancement)

When using the Flowsheet viewer, two changes have been made to the right click menu:

• Copy Row as a Single Line has been renamed Copy Row as Text, and now copies each result value to its own line. Copy Row to Clipboard has been renamed Copy Row as Table for clarity.

DRG Reconciliation Tooltip is Displaying Incorrect Data

CACTWO-6754 (Important)

The tooltip in the DRG Reconciliation viewer was not giving correct information. These changes have been instituted: The tooltip on the left side for deleted codes will now say ‘Deleted in Final DRG’. The tooltip on the right for a resequened code will say ‘Higher in sequence than in Working DRG’. The tooltip of the corresponding code on the left side will say ‘Lower in Sequence in Final DRG’.

Changes to Procedure Details Were Applying Even if Canceled

CACTWO-6756 (Important)

If changes to procedure codes were made using Edit Procedure Details, the changes were saving even if the user clicked Cancel. This has been corrected.

Change Display of SOI and ROM in all Viewers

CACTWO-6760 (Enhancement)

Currently this is displayed as ROM then SOI. The order has been corrected to show as SOI, then ROM in all viewers.

Charts With Answered Queries had HTML Code in Their View Diff Viewers

CACTWO-6763 (Important)

If an account had an answered query and the View Diff viewer was deployed, HTML code showed throughout the viewer. This has been corrected.

Resizing Physican Query Causes the Footer to Overlap the Content

CACTWO-6769 (Important)

If a user opens a Physician Query and then makes the box smaller by pulling up from the corner of the dialog box, the footer was overlapping the Buttons at the bottom of the query. A scroll bar has been added, and now the bottom buttons remain outside of the data inside the query.

Query Reports Erroring When Displaying Large Amount of Data

CACTWO-6771 (Important)

The Query Impact and Query Impact by Discharge reports have been corrected for an error that was occurring if these reports were run over a long time period.

Add Summary to System Search Filter

CACTWO-6773 (Enhancement)

When saving a filter in System Search, the Save box will now have the added field ‘Filter Summary’ for addition of a note or comment. This will then show above the filter criteria:

SOI and ROM Calculations are not Matching in Physician Query Pre/Post DRG and Shift Reason

CACTWO-6776 (Important)

The SOI and ROM values in a Physician Query were sometimes not matching the ROM and SOI values of the Shift Reason screen. If the site is using Solventum and an account has both an APR for a primary grouper and an additional APR as a secondary or tertiary, the values will always match the SOI and ROM calculations of the primary APR instead of the latter APR.

Physician Coder Submitting an Account is Closing an Audit

CACTWO-6784 (Important)

A physician coders submit now prevents a closing an open audit. Only a facility coder can close an audit.

Update CAC Technical Support Page

CACTWO-6790 (Enhancement)

The CAC Technical Support page found under the above the banner bar has been updated.

Copy to CDI/Clinical Alerts Function is not Appearing for Caution Code Documents

CACTWO-6798 (Important)

When a user highlights text and right clicks from a caution code document, the funtion Copy to CDI/Clinical Alert does not appear. This has been corrected.

View Differences Viewer Showing HTML Tags

CACTWO-6805 (Important)

If a user attempts to ‘View Diff’ on documents that contain ‘html’ and ‘body’ tags, HTML code was showing in the viewer. This has been corrected.

Personal Stats Dashboard is not Loading for Some Users

CACTWO-6806 (Important)

If a large amount of accounts were assigned by a user in Account Search, if the user then tried to look at their personal Dashboard, it would not load. This has been corrected.

Add Patient’s Current Age to the Banner Bar

CACTWO-6812 (Enhancement)

A patients current age or discharge age will now be shown in the banner bar if it is different than their admit age. If the account is not discharged, the age will be the current day’s age. If it has been discharged, it will show the discharge age. If the Admit and current/discharge date age are the same, only the admit age will show, as usual.

Solventum™ is not Alerting User That the Encoder is Already Open

CACTWO-6815 (Important)

In the case of a Solventum™ encoder being open, with the user then opening a physician query and attempting to compute a DRG, the user was not being warned that the encoder was already open. The user closed the query and was then stuck in the acount. This has been corrected. A blue warning box will now occur if the Compute button in a physician query is clicked while the encoder is already open.

CDI Activity Report is not Displaying ‘Friendly Name’ in Facility Column

CACTWO-6816 (Important)

All reports show the ‘friendly’ name, but this one was showing the key of the mapping instead. This has been corrected to now show the ‘friendly’ name if the mapping is set up for that Facility.

Rename the Encoder tab on the Main Menu List

CACTWO-6820 (Enhancement)

Since Encoder can be taken to mean that clicking on it will open the regular Encoder, a request came in to make that say Standalone Encoder. A new setting has been created to change that name.

Prevent POA From Changing When Editing Codes Using Code Lookup

CACTWO-6822 (Important)

If the user launches and returns the Solventum or TruCode codebook from the Code Editor dialog when editing a diagnosis code, the POA will reset to its default value. This has been corrected.

Last Auditor to Save an Account is now Recorded as the Last Saver

CACTWO-6827 (Important)

If an auditor saves or submits an account, the Last Saver on the account was not updated. This has been corrected. Additionally, a new set of “Last Auditor” fields have been added to account grids, account search, and workflow to determine the last auditor to save an account.s

V2.57 (Jan 2025)

V2.57.9116.0 Released 01/08/25

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

Allow PCS/CPT Codes to be Configured per Category

CACTWO-4897 (Enhancement)

A new configuration will allow outpatient accounts to show PCS codes along with CPT, and inpatient accounts to show CPT codes along with PCS, for specific account categories.

Allow Users to be Assigned to Managers

CACTWO-5140 (Enhancement)

A new field will display within User Management that can be used by administrators and managers to assign users to a manager. The manager field is a dropdown that will only display for users with a manager role. Clicking the blue button next to the field will allow you to associate users to a manager. When a manager has users assigned when that manager runs User Reports, they will only see the users that are assigned to them. A new manager column has been added to the User Management grid.

Add the Ability to Bulk add Columns in Grid Column Configuration

CACTWO-5520 (Enhancement)

A new button has been added to Grid Column Configuration that will enable the user to bulk add columns. When the button is clicked, a box will open showing only available columns. User can check as many columns as needed and click OK to have them added to Grid Column Configuration.

Allow Drilldown Column Names to be Changed in Account Search

CACTWO-5678 (Enhancement)

In Account Search, for drilldowns other than Accounts, administrators and users with the privilege will see an edit button next to the drilldown field.

Clicking the edit button will bring up an edit pane, listing all columns associated with that drilldown. The user can then change the name in the ‘new name’ column.

Please note that any changes made will be seen in ALL searches that use that drilldown.

Split Form Designer: Worksheet & Query Designer to Accommodate Separate Queries for CDI vs Coding

CACTWO-6400 (Enhancement)

Form Designer has been split into two menu items: Worksheet Designer and Query Designer. This will allow query templates to be split up by user type, just like worksheets. Current queries will initially be in the Shared Query folder, but can be changed via the Type field at the top right of the query. Users can be assigned a new set of privileges within role management for creating/editing templates as needed. When creating a query in an account, the user will only see the templates that are assigned to them by their profile type, with the ability to have access to more templates by setting the above privileges.

Lock Down Certain Sections of a Shared Worksheet

CACTWO-6363 (Enhancement)

A new dropdown has been added to the Add Field box in Worksheet Designer. displayed as “Editable”, it allows the creator of the worksheet to set what type of user can edit that particular field. It defaults to All Users. If a field is set as Coders Only, then a CDI or Auditor looking at that worksheet will not be able to alter that field. This will appear in Shared Worksheets only.

Create new Worksheets for Auditor Only

CACTWO-6364 (Enhancement)

Worksheet Designer now has a pane for Auditor worksheets. These worksheets, once created, will only appear in an auditor’s worksheet drop down when the Add button in the Navigation Tree is clicked. Only auditors, admins and managers can create a form in Worksheet Designer for Auditors. A new privilege has been created in Role Management to assign that ability to other types of users.

New Fields Added to the Account Fields List in Worksheet Designer

CACTWO-6387 (Enhancement)

New field options have been added to the Worksheet Designer when using Account Fields. These fields will be ‘stamped’ onto the form so that they do not change even if changes occur on the account details.

Add Coder Scorecard to Coder Personal Dashboard

CACTWO-6389 (Enhancement)

If enabled, the Coder Personal Dashboard will display the Coder Scorecard report at the bottom of the dashboard screen. The data can be drilled down by clicking on any number other than 0 in the Open Audits and Closed Audits columns.

Allow User to Change the ‘Reason’ Once the Query has Been Sent or Closed

CACTWO-6404 (Enhancement)

The reason field on a physician query can now be changed after being sent or closed. If a user makes a change in that field, a Save Edit button will appear at the bottom to save the change.

Add Charge CPT Code Section to Audit Viewer for Certain Revenue Codes

CACTWO-6440 (Enhancement)

CAC now has the ability to audit Charge CPT/HCPCS codes from the Charges Viewer will now be added to the Pre/Post Outcome section of the audit. A new Audited Charges section will show beneath the Pre and Post Outcome sections of the Audit. At the bottom of the list will be an Add button for the auditor to add a hard charge if needed. The charge CPT codes will will show in the the Pre and Post Outcome lists. Further down the Audit, a section called Charge Codes will be showing beneath the CPT codes section and will show all of the totals and error rates. To enable this feature contact CAC support and provide a list of revenue codes you wish to audit.

Add an Escalation Section for Audit Worksheet

CACTWO-6441 (Enhancement)

If a coder chooses to rebuttal an audit and the auditor does not agree, a new section line for escalation will open in the audit. If an escalation is marked as requested, the auditor can add his details, and manually assign the acct to another auditor. Workflow can also be used to assign to another auditor who has escalation privileges.

Add APC Changes for CPT Codes to Audit Worksheet

CACTWO-6443 (Enhancement)

Auditors can audit APC changes on outpatient accounts, which are automatically created upon Computing an APC. In Account Search, the Audits drilldown will now have 3 more columns; APC Changes, APC Error Rate, APC Accuracy. APC columns have also been added to the Outpatient user reports.

Allow When Recording a ‘Physician Response’ on a Query to Expand

CACTWO-6486 (Enhancement)

In a physician query, the physician response field block was static. It has been fixed so that it can become larger as more text is added.

Create a Return to Query Button in the Shift Reason Window

CACTWO-6487 (Enhancement)

A ‘Return to Query’ button has been added to the bottom right of the Shift Reason window. When clicked, user will be taken back to the query to make any change necessary, including recomputing a drg. Clicking the cancel button at this point will remove any work done on that query. Selecting a closing reason will again pop the Shift Reason window, where the query can be updated and closed.

Allow for Tertiary Grouper in Audit, With a Billing tag on Inpatient Accounts

CACTWO-6516 (Enhancement)

If a tertiary grouper is present on an inpatient account, then all 3 DRGs will be presented in the Pre and Post Outcome panels of the Audit Worksheet. If a billing grouper is indicated, the billing grouper will receive a Billing tag.

Allow Billing Grouper Data in the CDI Metric Scorecard Report

CACTWO-6609 (Enhancement)

If an account has a billing grouper with anof APR-DRG, the CDI Metric Score Card report will separate reviews and case mix index between MS-DRG and APR-DRG.

Update Denial Management to act Like Audit Worksheet

CACTWO-6795 (Enhancement)

The Denial Management viewer has been changed to match how Audit Worksheet is opened. Upon opening Denial Management, the user will see a button called Add Denial. Clicking this will open the Denial worksheet, and will allow for multiple worksheets to be open. Each Denial will open from its own button, with the original Denial date.

Add Setting to Control Mandating a Pre Query DRG on Queries

CACTWO-6818 (Enhancement)

This update addresses challenges encountered with pre-query DRGs during the query process. Initially, a pre-query DRG is determined based on existing diagnosis codes.

However, as new diagnoses are added before closing the query, the post query DRG may not accurately reflect these updates. This discrepancy often requires manual adjustments by removing or modifying diagnoses to capture the intended impact accurately. Additionally, updates to the pre-query DRG can inadvertently change the account-level DRG instead of just the query DRG, leading to further manual corrections to re-enter the accurate account information. To streamline this process, we are introducing four configuration settings for the “PreDrgQueryRequirement” site configuration, which can be adjusted by CAC Support as needed.

1. Default Behavior: The current system behavior continues, where the pre-query DRG is automatically populated from the account and required when sending a physician query. If the pre-query DRG is not included, a validation error will prompt correction before proceeding.
2. Open: When a query is opened, the pre-query DRG is automatically populated from the account (similarly for the post-query DRG, which will initially match the pre-query DRG). Both DRGs must be edited and confirmed by the user before the query can be closed.
3. Manual: This setting gives full control to the user by not auto populating the pre-query DRG, but it remains a required field to close the query. This option suits sites preferring complete manual entry of both pre and post-query DRGs without auto-population.
4. Never: Neither the pre-query nor post-query DRG is auto-populated under this setting, and neither is required to close the query. This setting is suitable for sites that do not require tracking of pre and post-query DRG calculations. (Uncommon) These new settings are designed to reduce the manual workload and improve accuracy in DRG documentation during the query process.

Add a PCS to CPT Crosswalk to TruCode™

CACTWO-6829 (Enhancement)

A new section will appear in the Research tab of the TruCode™ reference tab called CPT to PCS Crosswalk if a CPT code is clicked, or PCS to CPT Crosswalk if a PCS code is clicked.

Allow Pending Accounts to be Hidden for Autoload Users

CACTWO-6838 (Enhancement)

A new configuration setting will hide the Pending Accounts grid for all forced autoload dashboard page.

Retain Highlighting of Text When Using ‘Add Code’

CACTWO-6841 (Enhancement)

When a user highlights text and chooses either Add Code or Add Code From Encoder from the right click menu, the text will remain highlighted while the dialog is open, previously there was no highlight.

Add Ability to Edit Codes for Query Pre/Post DRG Without Changing Account Level DRG

CACTWO-6861 (Enhancement)

In a query, a new dialog will open if the Compute button is clicked for the Pre or Post DRG. In the dialog, the user can change the codes to compute for a new DRG by clicking on the plus sign it will add the code from assigned codes to either the pre/post query DRG codes the x button will remove them and to add all codes from assigned code tree you can click on the button “Overwrite All Codes”, but the main account DRG will not be updated.

Add New Columns to the Audit Report

CACTWO-6862 (Enhancement)

Two new columns, Principal Diagnosis Error and Accuracy Rate have been added to 4 Audit user reports: • Inpatient Auditor Productivity • Outpatient Audit Scorecard • Outpatient Auditor Productivity • Outpatient Coder Scorecard

Create New Workgroup Assignment Report

CACTWO-6864 (Enhancement)

A new user report called Current Workgroup Assignment per User has been created. This will display the workflow assignment for each active user from the user’s profile. Only active users with at least one assigned workgroup appear on this report. A Forced Autoload user will show an asterisk to the right of the workgroup name if autoload was launched on that day.

Allow Customization to Medical Necessity in TruCode™

CACTWO-6867 (Enhancement)

This feature adds a configuration setting “SendChargesToEncoder” is set to false to prevent charges from importing into Solventum CRS, but their new custom “charges-filter.js” will inject the charges into the input packet for TruCode’s medical necessity calculations.

Error Occurring With use of Short Token Highlight

CACTWO-6869 (Important)

When text that is only a couple characters long is selected for adding a code, an error was occurring if that text occurred in the HTML style attributes earlier in the document. This has been corrected.

Created by Dropdown in Physician Query has Been Updated

CACTWO-6883 (Enhancement)

The Created By dropdown in a physician query showed all available users in the list. This has been changed so that only administrators or users with the privilege from role mangement to create/edit physician queries are listed.

Add Comment Fields in Denial Management Viewer

CACTWO-6884 (Enhancement)

A comment field has been added to each of the three appeals in the Denial Management viewer.

Change the Coder of Record Dropdown to Only Allow Coders on the Audit Worksheet

CACTWO-6890 (Important)

The drop down for ‘coder of record’ in the Audit Worksheet viewer had all users show up. CDI should not be included in this dropdown, so this has been corrected to only show Coders and Auditors.

Prevent ‘Coder of Record’ on a new Audit From Being a CDI Specialist

CACTWO-6890 (Important)

Previously, the Audit Worksheet was applying the last user to save the account to the Coder of Record field. This could include a CDI, which it shouldn’t. Now, the coder of record will be decided by this process:

1. If the account was submitted, default the “Coder of Record” to the last submitter. Otherwise…
2. If the account’s Owner is not a CDI Specialist, default the “Coder of Record” to the owner. Otherwise…
3. If the account’s Last Saver is not a CDI Specialist, default the “Coder of Record” to the last saver. Otherwise…
4. Leave the “Coder of Record” blank for the user to fill in.

Display Issue is Happening When a Physiciain Query Form Uses Sections

CACTWO-6903 (Important)

Using a physician query form with dynmaic sections, if sections were removed via the red X on the form, they were scaling in green across the screen horizontally instead of vertically. This has been corrected.

Add Comments to Shift Reason Panel

CACTWO-6905 (Enhancement)

In a physician query, when a query is closed, a shift reason panel is presented. A new comment box has been added to the panel. This field is available in account search. Even if no shift reasons are selected, the comment will still show back in the query.

A new column for shift reason comments can be added to the Physician Queries grid.

For any shift reasons created prior to this upgrade, the column will appear blank.

Create an Impact Queries Viewer

CACTWO-6908 (Enhancement)

An Impact Queries viewer will show in the Navigation Tree whenever a billed account has a CDI created query in place. This will give the CDI a quick look at impacts among queries without opening each one. Clicking on the envelope will open that specific query for investigation. The field for Assigned Impact % is manually filled in by the CDI, and the total of all fields should not be more than 100%. To ensure that doesn’t happen, a validation rule should be implemented. Three new columns and fields have been added to Grid Maintenance, Validation Manager, Account Search and Workflow: • CDI Query Impact Dollars • CDI Query Impact Percent • CDI Query Impact Weight

Buttons not Working if Audit Worksheet is Popped Out

CACTWO-6910 (Important)

Several button options have been enabled to work from a popped out audit worksheet: Route to Coder, Return to Auditor and Mark as Reviewed.

1. “Route to Coder,” when logged in as an auditor to forward an open audit to the Coder of Record
2. “Return to Auditor,” when the coder rebuts the open audit assigned from the auditor
3. “Mark as Reviewed,” when the coder is assigned an account with a closed audit and hasn’t marked the audit as reviewed previously

Force Autoload is Skipping an Account Assigned to the Workgroup

CACTWO-6917 (Important)

An account that was being added to a workgroup that was being worked on by a forced autoload user was not being triggered. This corrects the following problem: If an account was skipped in the forced autoload process due to various reasons (locked in use, reassigned to a different user or workgroup, has an open audit for a different coder), it does not appear for the forced autoload later if the account appears again in the forced autoload user’s workgroup.This has been corrected.

Add Strength Fields to Each Appeal on Denial Worksheet

CACTWO-6919 (Enhancement)

In Denial Management, strength fields have been added to each of the appeals in the Denial Management. Strengths are low, medium and high. These are also now showing as columns in the Denials drilldown in Account Search.

‘Encoder Not Detected’ pops up Sporadically in Solventum™

CACTWO-6921 (Important)

If a user was accessing Solventum™ but not via the website, the ‘Core Encoder not detected’ message was popping up in various places. This has been fixed.

Created ‘CDI Activity Detailed Report’

CACTWO-6923 (Enhancement)

New user report ‘CDI Activity Detailed Report’ has been created. Its similar to the CDI Activity Report but, adds account numbers.

Ignore new Codes Added by Coder Post Audit

CACTWO-6927 (Important)

If an auditor submits an account with an open audit, the “post-audit” codes will change to reflect what the auditor submitted. If any other user submits an account with an open audit, the “post-audit” codes will not change.

Add Audited by Field to Denials Management

CACTWO-6935 (Enhancement)

An ‘Audited By’ field has been added to every denial in Denial Management. This field will also show as a column in the Denials drilldown in Account Search.

Audit and Denial Worksheets Should Verify Deletions

CACTWO-6936 (Enhancement)

When deleting an audit or a Denial Management, an ‘are you sure you want to delete’ window will pop to verify the user wishes to delete.

Allow Secondary DRG to be Expanded by Default on Shift Reasons Dialog

CACTWO-6944 (Enhancement)

By default, the first DRG on the Shift Reason dialog is always expanded. If a customer wants a secondary DRG to also auto expand, an updated shift-reason-calculator.js will be needed.

Popped out Audit Worksheet is Losing Fields and Minimizing

CACTWO-6945 (Important)

In some circumstances, a popped out Audit Worksheet will be minimized and may lose the Recommendations box when changes are being made on the main account detail page. This has been corrected.

Edit Procedure Details in not Allowing Deletion of Modifiers

CACTWO-6946 (Important)

On the assigned codes tree, if you right click on a CPT code and select Edit Procedure Details, the modifier could not be removed. This has been corrected.

Allow Physician Coders to Edit and Delete Code Suggestions

CACTWO-6952 (Enhancement)

Physician coders can now edit and delete code suggestions from documents.

Calculations on CDI Query Detail Report are Incorrect

CACTWO-6957 (Important)

The calculation of the two ‘chart impact’ columns in the CDI Query Detail report were comparing Working DRGs with Final DRGs, which it should have been comparing Baseline DRGs with Final DRGs. This has been corrected.

Correct CDI Review Counts in two CDI Reports

CACTWO-6966 (Important)

In both the CDI Activity and the CDI Activity Detail reports, a reconciled account was showing as both a followup and a Recon touch causing a discrepancy between the CDI Dashboard and the reports. This has been changed so that a reconciled account will only show in the Recon touch columns.

Workflow is not Moving Charts if the Stage is X for Physician Coders

CACTWO-6978 (Important)

Workflow will now process accounts with a Stage of X and a physician coding stage that is other than X.

Discharge Disposition Data in Audit Reports are Incorrect

CACTWO-7001 (Important)

Two of the audit user reports, Audit Abstract Report and Inpatient Auditor Productivity were reporting the opposite result for Disposition changes. This has been corrected.

V2.58 (Mar 2025)

V2.58.9204.0 Released 03/14/25

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

Create a Notifications Manager

CACTWO-5877 (Enhancement)

A new page called Notifications Management has been added to the Tools dropdown. Here, notifications can be created that can be seen either on the CAC2 login screen, the Dashboard, or both. The notification has a field for a Title and a Description, a start and end date for the notification, a color and the location it will appear.

Move the Productivity Panel From the User Drop Down

CACTWO-5990 (Enhancement)

In order to make room for more columns, the Today’s Productivity panel that was originally found when dropping down the arrow next to the user ID at the top of the page has been moved to its own icon. The icon is found to the left of the question mark next to the user ID.

When clicked, it will open a window box that will show a more robust productivity panel

Allow Notes to be Identified by Role

CACTWO-6424 (Enhancement)

A new column has been added to the Notes & Bookmarks viewer that will show the role of the user. All columns are now sortable from ascending to descending.

Prevent the Auto-Hiding of the Custom Workgroups column

CACTWO-6493 (Enhancement)

When a user selects a workgroup that is not custom from the worklist, if there was a custom workgroup column in the account list it was automatically being hidden. This will no longer happened.

Change how Date Sorting is Done in the Document Tree

CACTWO-6549 (Enhancement)

If a document was assigned an order number in Document Types Management, then when sorting by date that document was not obeying the new date sort. This has been changed so that an assigned number is not taken into consideration when sorting by date.

Show Inactivity Logout in the User Audit Trail Report

CACTWO-6758 (Enhancement)

New events have been added as triggers for the User Audit Trail report. If a user is logged out due to inactivity, a new line will now show in the report.

Add new Operator for Validation Management Only

CACTWO-6781 (Enhancement)

A new operator of ‘Does not Start With’ has been added to Validation Management.

Update how the Coder is Defaulted in Denial Management

CACTWO-6912 (Enhancement)

The Coder field of Denial Management will default to the Owner of the account (as long as it is not a CDI). If there is no Owner, the field will be left blank for user input. Otherwise, if there is no Coder but a Submitter, the field will default to the Submitter.

Allow CDI Permission to View the Audit Worksheet

CACTWO-6913 (Enhancement)

The Audit Worksheet viewer can now be seen by a CDI Specialist, if desired. The CDI would only have the option to view and print. Editing, creating, routing and deleting abilities are not available.

Incorrect Number of days Worked in CDI Query Scorecard

CACTWO-6948 (Important)

The ‘Number of Days Worked’ in the CDI Query Score Card and Score Card by Admission Month were not showing a correct total. This has been corrected so that the calculation is now the total number of unique day/user combinations, rather than counting every touch per day per user.

Remove Principal Dx From Outpatient Accounts

CACTWO-6982 (Enhancement)

The dropdown next to the Compute button in an account will now only show the Principal DX option if the account is an inpatient account.

Add Pre and Post Columns to the Audit Drilldown in Account Search

CACTWO-6984 (Enhancement)

8 new columns have been added to Account Search when the Drilldown of Audits is used:

• Pre-Audit GMLOS & Post-Audit GMLOS
• Pre-Audit DRG & Post-Audit DRG
• Pre-Audit ROM & Post-Audit ROM
• Pre-Audit SOI & Post-Audit SOI

Remove Workflow Management Classic

CACTWO-7017 (Enhancement)

Workflow Management (classic) has been removed from the Tools menu.

Do not Allow Fields in Workflow to be Saved Without Adding Operator and Value

CACTWO-7020 (Important)

Workflow was allowing fields to be saved without operator and/or the value. This has been corrected so that unless the operator doesn’t require a value, the value field must be filled in before the user can save.

Accounts are not being routed correctly on time-out

CACTWO-7023 (Important)

If an account’s Workflow assignment changes while the user is in the account, and the user’s session times out, the account’s workflow was being reverted to the workflow when the account was first loaded. This has been corrected.

Add columns to the DRG Comparison Report

CACTWO-7032 (Enhancement)

Two columns have been added to the DRG Comparison Report

• Discharge Disposition
• Payor

Allow Criteria to be edited

CACTWO-7034 (Important)

Criteria group names can now be edited in Workflow Management. The use of brackets in the name will now be rejected by a red toast message stating that brackets are not available for use, along with the name of the workgroup and criteria.

Multiple PCS occurrences are not showing correctly in Audit

CACTWO-7039 (Important)

If an Audit Worksheet is created on an account that has multiple occurrences of a procedure code, the editing arrows are not showing properly in the audit. This has been corrected.

DRG error occurring when Audit Worksheet viewer is popped-out

CACTWO-7041 (Important)

If an Audit Worksheet is popped-out to its own tab and the user then computes a DRG, while the DRG shows on the main screen, the pop-out continues to show a ‘DRG Required’ error message. This has been corrected.

Moving between viewers is erasing the audit subtype matches

CACTWO-7050 (Important)

When an Audit Worksheet is opened and the audit type is selected, the approved subtypes for that audit are in the subtype popdown. But if the auditor moves from the audit viewer to another viewer, like code summary, when the audit is reopened, the audit subtype list shows all subtypes, not just the filtered list for that audit type. This has been corrected.

Add state column to mappings for Medicare

CACTWO-7054 (Enhancement)

In Mapping Configuration, for the mapping MedicareProviderNumber, a new column has been added so that states can be assigned to each number. This is for sites with multiple facities across multiple states that use the TruCode Encoder. In order for sites to update their facilities without interface script changes, a “State” column should be added to the “MedicareProviderNumber’ mapping to indicate the geographic state of the facility. This field will be passed into TruCode if populated so that the state’s appropriate medical necessity edits are returned.

Audit were being routed when other viewers were open

CACTWO-7061 (Important)

Audits were being routed without being saved when other viewers were opened. This has been corrected so that if a physician query or an encoder are open, an audit cannot be routed until those windows have been closed.

Allow users to be assigned to Physician Coder Managers

CACTWO-7068 (Enhancement)

New roles that contain the word ‘Manager’ such as Physician Coder Managers will now have the ability to have users assigned to them by an Administrator.

Show History legend has been updated with new fields

CACTWO-7063 (Important)

The legend window in a Show History viewer has been updated with more colors and indicators. There are now indicators for Payor, Financial Class, Admit Source, Admit Type and Discharge Disposition.

Rebuttal is not showing if the Coder has not routed to Auditor

CACTWO-7070 (Important)

If a Coder has rebutted an Audits, but has not sent that audit back to the Auditor, the rebuttal is not being seen by the Coder when they go back into the audit. This has been corrected. Rebuttal should always be seen whether or not the audit has been routed back to the Auditor.

Discrete value is copying over to CDI Alert query

CACTWO-7073 (Important)

This issue has now been prevented by only removing ICD-10 and CPT codes from evidence text that is linked to a document when the text is copied to a physician query.

Add Status Indicator (SI) to Code Summary and Charge viewer

CACTWO-7076 (Enhancement)

The Status Indicator has been add to the Code Summary viewer and will appear next to a CPT code that has resulted from an APC Computation. The indicator will also show in the Charges or Transactions viewers when the Status Indicator column has been added.

Allow Query reasons to be separated by role

CACTWO-7077 (Enhancement)

In Mapping Configuration, the mapping of PhysicianQueryReasons now has a column called roles, which will allow the user to assign reasons to specified roles.

TruCode™ standalone is not applying groupers by facility

CACTWO-7097 (Important)

If facilities have groupers assigned to them, the TruCode™ standalone is not applying that facility’s grouper when computing the DRG. This has been corrected.

CDI Alerts query template is not being selected

CACTWO-7112 (Important)

If a physician query is opened from CDI/Clinical Alerts and the user has created a signature in their user profile, a chosen query template was showing as blank. This has been corrected.

Audit Subtype values is not being retained on multiple audits

CACTWO-7114 (Important)

If an Auditor selects an audit subtype on the latest Audit, then moves to another viewer, upon going back to audits, older audits no longer show an audit subtype. This has been corrected.

Physician Coder submits are removing account from Coder’s worklist

CACTWO-7130 (Important)

If an account routed to a coder by an Auditor is subsequently submitted by a Physician Coder, the account is being removed from the routed Coder’s worklist. This has been corrected.

Workgroup Assigned Data criteria needs additional functionality

CACTWO-7140 (Important)

In Workflow Management, the criteria Workgroup Assigned Data is missing an additional field that would allow the entry of the Workgroup name to send the account to. This has been added.

Edit Procedure Details is not allowing deletion of units

CACTWO-7147 (Important)

When using Edit Procedure Details and deleting the number of units, the units were not saving blank. This has been corrected.

Missing Workgroup information in Audits

CACTWO-7150 (Important)

When creating an Audit, the Workgroup data was no longer showing in the header. This has been corrected.

Autoload is copying TruCode™ edits to no code accounts

CACTWO-7151 (Important)

If Auto-load is turned on and an account with no codes is opened after an account with TruCode™ edits, those edits are not clearing and are showing for the account with no codes. This has been corrected.

Text change needed for PSI-08 algorithm output

CACTWO-7152 (Important)

The text in the PSI-08 algorithm shows ‘hip fracture’. This has been corrected to show as ‘other fracture’ when the code table is FXID instead of HIPFXID.

Fusion CAC Help has been renamed in the help menu

CACTWO-7153 (Enhancement)

In CAC 2, the help menu item of Fusion CAC Help has been renamed to Fusion CAC User Guide. The guide has been changed to a web page, rather than a pdf.

‘Exists’ operator is not working for Assigned Dx Codes

CACTWO-7180 (Important)

When using a criteria of ‘Assigned Diagnosis Codes with POA of N’ with the “Exists” operator, the criteria was not working. This has been corrected.

Multiple Audits were not showing proper color in Navigation pane

CACTWO-7181 (Important)

Completed audit changes the color in the Navigation pane from red to a brownish yellow. If another audit is added, the color is not changing to red to indicate an open audit; it is remaining in the completed color. This has been corrected.

Document Pane Scroll bar jumps when loading new documents

CACTWO-7202 (Important)

When an account has a large number of documents, if the user clicks on an unopened document further down the roll, the scroll bar was jumping back up the document pane. This has been corrected.

Coder Scorecard was showing audits prior to last month

CACTWO-7203 (Important)

In the Coder Scorecard section of the Coder Personal Dashboard, audits were displayed that were opened or closed prior to last month. This has been corrected.

Drilldown columns are not showing in Scheduled Report

CACTWO-7216 (Important)

If a Scheduled report is created in Account Search using a search that includes a drilldown, the drilldown is not showing in the report when it is sent. This has been corrected.

DRG changes not showing in Audit Management

CACTWO-7218 (Important)

Changes to the MS-DRG and the MS-DRG Reimbursement were not being detected in an audit. This has been corrected.

V2.59 (Jun 2025)

V2.59.9302 Released 06/20/25

The notes below indicate changes and additions to the software. Please review these release notes carefully when deciding to apply a software update to an installation.

Each note is related to an issue tracking assignment number (starting with CACTWO) in the heading. Please refer to the change with this tracking assignment number when communicating questions or issues.

The heading also contains a parenthesized "Change Type", indicating the severity or importance of the change. The severities used are:

• Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions.
• Conditionally Critical - Recommended that this application be upgraded as soon as possible at all sites running previous versions matching the stated conditions.
• Important - Recommended upgrading the application if the customer is experiencing the issue denoted or currently applying a work-around for a specific non-functional feature.
• Enhancement - Recommended upgrading only if the specific functionality is desired.

Allow Validation Rules for Query Details

CACTWO-6102 (Enhancement)

A Validation Rule can now be created to trigger based on physician query details. The option of ‘Queries’ has been added in the For Each selection to allow this to be possible.

Add Column to Tuning Dashboard Code drill down

CACTWO-6508 (Enhancement)

In the Tuning Dashboard, clicking on a code to open it will now display a new column ‘Submitted By’, with the submitter’s full name.

Add Document Date to hover over

CACTWO-6777 (Enhancement)

In the Document tree, the hover over on the document name provides a physician’s name if it exists. The date of the document will now also show in the hover over if it exists.

Change Mapping Values to Descriptions in Show History

CACTWO-6987 (Enhancement)

Show History shows the mapping value (key) in the Visual Difference column. This has been changed to use the description of the mapping (friendly name) so that the change is more easily understood.

Add Active CDI/Clinical Alerts as Selectable Criteria

CACTWO-7024 (Enhancement)

Active Alerts has been added as a Grid Column, and has been added to Workflow Criteria so that workflow can be created using Active Alerts as a property.

Add an Option to Factor in Estimated Reimbursement Differences During the DRG Reconciliation Process.

CACTWO-7055 (Enhancement)

A new configuration setting is now available that can require DRG Reconciliation when there is a discrepancy in the estimated reimbursement between the Working DRG and the Final DRG. When a CDI performs reconciliation, a prompt appears allowing them to select which DRG to accept. A new “Reimb.” column has been added to display the estimated reimbursement amounts, assisting in the decision-making process.

Add new Columns for Denial Drill Down in Account Search

CACTWO-7058 (Enhancement)

Two new columns have been added to the Denial drill down in the Account Search menu:

• Denial – Created Date
• Denial – Closed Date
  • will only populate if the “Denial Complete?” box is checked in the denial

Allow Workgroups with a ‘0’ Count to Show in Account List

CACTWO-7118 (Enhancement)

A new setting has been created for those users that want to see their assigned workgroups that have a ‘0’ count in their Assigned To dropdown list.

Remove CPT Codes on Inpatient Accounts With LOS >= 5 days

CACTWO-7127 (Enhancement)

If an inpatient account has a length of stay equal to or greater than 5 days, suggested CPT codes will be automatically removed. The only CPT codes that will show in documents will be those manually added by a user.

Add Shift Reason column to Account Search Criteria

CACTWO-7134 (Enhancement)

A new option has been added to the dropdown list when adding criteria for an Account Search: Query Shift Reasons. This will show all shift reasons per query, including ‘other’ reasons that are based on a Mapping Configuration setting.

Add Field for Appeal Received Date to the Denial Worksheet

CACTWO-7154 (Enhancement)

In Denial Management in the Navigation tree of an account, a new field has been added called “Decision Letter Received Date” to each denial appeal indicated. The name of this field will change depending on if it is the First, Second, or Third appeal.

General TruCode™ Edits are now Accessible in Custom Rules Scripts

CACTWO-7158 (Enhancement)

General edits from TruCode™ can now be provided to validation rule scripts.

Add Detail to the Hover Over of a Grayed out Submit Button

CACTWO-7160 (Enhancement)

When the submit button on an account is grayed out, hovering over gives data on that disabling; Errors exist on account. Added to that is that statement: Check Code Summary for Validation Results.

Add Columns to the Transfer Codes viewer

CACTWO-7191 (Enhancement)

Additional columns can been added to the Transfer Codes viewer when searching by MRN. If a user searches for an MRN and more than two accounts share that MRN, the MRN selection box will appear, now displaying the newly added columns.

Audit and Denial Workflow Criteria Does not Work for Multiple Instances

CACTWO-7193 (Important)

Audits and Denials workflow criteria previously did not support multiple worksheet instances. While multiple Audit and Denial worksheets could exist, the workflow criteria only evaluated the first worksheet, ignoring subsequent ones. As a result, if the first worksheet was closed and a newer one was open, the workflow would incorrectly interpret the status as closed. This has been corrected—workflow criteria will now evaluate the most recent worksheet when multiple instances are present.

TruCode™ Real-Time Edits Were not Using ASC Groupers When Applicable

CACTWO-7238 (Important)

Outpatient accounts using a primary grouper of ASC were not computing real-time edits. This has been corrected.

Audit Management Dashboard is not Allowing Facility Filter

CACTWO-7230 (Important)

The Audit Management Dashboard was showing as blank or as spinning circles when using the Facility Filter at the top of the page. This has been corrected.

Audits Were Missing from the Audit Dashboards

CACTWO-7231 (Important)

The Audit Management and Aduit Personal dashboards were not taking multiple audits into consideration in some instances. Secondary audits were only considered if the secondary audit occurred within 30 days of the first audit. This has been changed to a default of 6 months.

Incorrect Values Showing in Timeline of Show History

CACTWO-7234 (Important)

If certain fields were changed by the user, the timeline hover-overs in Show History was not showing the update value, instead showing the previous value. This has been corrected for the following fields: Admit Source, Admit Type, Discharge Disposition, Financial Class, Patient Type, and Payor.

Force Autoload is not Providing new Accounts After a Workgroup Change

CACTWO-7244 (Important)

If a workgroup assignment was changed for a Forced Autoload user while they were working their list, when they clicked ‘Get Next Account’, there was a chance that autoload was not finding anything. This has been corrected.

Add Coder ID to the Recurring Account Productivity Report

CACTWO-7251 (Enhancement)

A column to display the Coder ID has been added to the Recurring Account Productivity Report when it is exported as an XLSX.

Error Assigning Account to a Workgroup

CACTWO-7257 (Important)

When in Account Search and assigning an account to a workgroup, if the account did not have any prior workflow assignment, an error could occur. This has been corrected.

Visual Difference Column is Showing Coding Data

CACTWO-7261 (Important)

In Show History, if a workgroup name had a change after the 50th character, it would show in the Visual Difference column with coding data in it. This has been corrected.

Display Issues with Mappings Configuration and Scheduled reports

CACTWO-7268 (Important)

In smaller monitor resolutions, the delete buttons of mappings and scheduled user reports could overlap text. This has been corrected.

Edit All Codes not Displaying Admit Diagnosis Change

CACTWO-7277 (Important)

When in the Edit All Codes window, if the user edited the Admit Diagnosis by clicking the pencil to open the encoder’s code book, the change was not displaying correctly within the window. This has been corrected.

Prevent Coder From Closing Account With TruCode™ Codebook Open

CACTWO-7281 (Important)

To stop the possibility of a lockup, if a user tries to close out of an account when the TruCode™ code book is open, they will see the same red bar alert over the Cancel, Save, Release buttons that they would see if the encoder was open.

Audit Worksheet Leaving Escalation box Open When Audit is Closed

CACTWO-7282 (Important)

Once an audit is closed, all fields should be read-only. The escalation response box was not following that rule, remaining open to the addition of text. This has been corrected.

Days not Showing for Schedules That are Hourly

CACTWO-7287 (Important)

When creating a scheduled report, if it was set as hourly and days were chosen, the days were not showing in the report data on the left. This has been corrected. Because there are 2 days that start with T and S, Thursday shows as R and Sunday shows as U.

Scheduled Report Timing Changes Were not Displaying Properly

CACTWO-7288, CACTWO-7299 (Important)

After making a change to the timing of a scheduled report, the change was not showing on the report itself. This was happening whether the change was made via Account Search, or in the Scheduled Report page. This has been corrected.

Validation Rules are Showing Multiple Times When They Shouldn’t

CACTWO-7300 (Important)

A validation rule can show multiple times if it has a ‘For Each’ criteria in the rule. But when that For Each criteria was removed and the Validation Rule saved, it was still showing up multiple times in the Account. This has been corrected.

Correct Retrospective Followup Reviews Calculation

CACTWO-7301 (Important)

CDI reviews performed after a first submit when the DRGs match after reconciliation as retrospective follow up reviews on the CDI Activity and Detailed Activity reports were not being counted. This has been corrected so that they are now included in those calculations.

Show a Tertiary DRG if Applicable

CACTWO-7302 (Enhancement)

If there are 3 DRG’s on an account, all three will now show when printing the Code Summary page.

Add encoder computations from Baseline Working DRG to Account Search

CACTWO-7303 (Enhancement)

In Account Search, additional columns can be added to Account Search to provide information on Baseline Working DRG computations.

Improved Performance Processing Responses From Solventum™ CRS on Large Accounts

CACTWO-7307 (Important)

To improve application performance, the calculation of validation rules will no longer happen during the processing of a response from Solventum™. Validation rule computations will resume after the response is fully processed.

Medication evidence from CDI Alerts may not linking correctly.

CACTWO-7308 (Important)

Medication evidence, when clicked on from the Clinical Alerts viewer, may not show the medication in the Medications viewer. This has been corrected.

Add new Column to the CDI Financial Benefit Report

CACTWO-7312 (Enhancement)

A new column for ‘CDI Queries’ has been added just before the Baseline DRG Data block in the CDI Financial Benefit report.

Audit is Able to be Saved Without a Coder of Record

CACTWO-7320 (Important)

In the case of a CDI being the last user in and the owner of an account before it is audited, the Coder of Record was blank. The audit should not be saveable if a coder is not selected. This has been corrected so that if an Auditor attempts to save or route an audit without a coder of record, a red error message will occur stating the coder of record needs to be set.

Description change for the Coder DRG Summary report

CACTWO-7322 (Enhancement)

The description for the Coder DRG Summary report has been changed to read:

Display codes only present in physician queries in the Unassigned codes tree

CACTWO-7327 (Enhancement)

Codes that are added via the Pre and Post DRG computation within a Physician Query will now show in the Unassigned Codes Tree if the codes are not present elsewhere on the account. The codes will be identified with a question mark in front of them, and cannot be edited unless assigned to the account or added to a document.

User is unable to unassign account without the Router role

CACTWO-7330 (Important)

A user could not unassign an account if the user was not granted the privilege to route accounts from Roles Management. This has been corrected.

Dashboard experiencing slowness due to retrieval query

CACTWO-7332 (Important)

When the Admin Dashboard loaded, its performance was being slowed down due to how the discharged pended accounts data was retrieved. This has been updated for faster performance.

Number of discharged accounts is incorrect on CDI Query Scorecard reports

CACTWO-7334 (Important)

If multiple queries on an account fell in the same month, the number of the discharged accounts was being counted more than once. This has been corrected.

Update the description of the Physician Coding Activity report

CACTWO-7337 (Important)

The phrase “then the total number of Queries created” has been removed, since this report does not include the number of queries created by physician coders.

Default Search Field in Transfer Codes Viewer Updated to MRN#

CACTWO-7342 (Enhancement)

The default search field in the Transfer Codes viewer when accessed from the Navigation Pane within an account—has been updated to use the MRN# instead of the Account Number. If you prefer to revert the default back to Account Number, please contact Support to request a custom ticket.

Query Shift Reasons Now Display Mapping Friendly Descriptions

CACTWO-7343 (Enhancement)

Account Search, previously, when Query Shift Reasons were based on a mapping, the system displayed the mapping key instead of the user-friendly description. This has been updated so that the description from the mapping is now shown, improving clarity for users.

Audit Executive Summary Report is not Calculating Correctly

CACTWO-7348 (Important)

The number of Total Eligible Cases in the Audit Executive Summary report was being under counted. This has been corrected.

Physician Coder Manager Needs Access to the User Session Log report

CACTWO-7358 (Important)

The User Session Log has been updated to allow access to the physician coder manager as long as the privilege is checked in Role Management.

Denial Management is not Correctly Assigning the Coder Field

CACTWO-7365 (Important)

On a Denial, the coder field was not defaulting to the first submitting coder, or leaving as blank if not submitted. This has been corrected.

CDI Today’s Productivity Time in Chart Calculation

CACTWO-7371 (Important)

The time in the chart should be showing all the time spent, even if a working DRG is not calculated. It was not calculating time in chart that was worked and saved without a DRG. This has been corrected.

Change of Admit Source Should Clear DRGs

CACTWO-7386 (Important)

If a DRG is calculated and afterwards the Admit Source is changed, the DRGs should clear. This was not happening and has been fixed.

Physician Query Recipient is Being Overwritten by Responding Physician

CACTWO-7390 (Important)

When a different physician is set as the responder on a query, it was temporarily overwriting the recipient physician on the query. When saved, it was showing correctly in the physician query viewer, so the correct Physicians were being recorded. The appearance of the overwrite within the query has been corrected.

Changing Audit Type was not Clearing the Audit Subtype

CACTWO-7396 (Important)

With subtypes being attached to Audit Types through mappings, the subtype should be clearing in the audit if the type is changed. This was not happening and has now been corrected.

Pending Reason Historical Report is not Showing Correct Submitter

CACTWO-7392 (Important)

The Pending Reason Historical Report was showing the user that created the pending reason as the last submitter. This has been corrected.

Grid Column not Forcing a Save if a Title was Changed

CACTWO-7402 (Important)

If a user clicked in the Title field and made a change to the names, trying to move to another menu like Account List was not causing the ‘Do You Want to Save’ message to pop. This has been corrected.

The ‘Query For’ Checkbox is not Being Saved on the Template

CACTWO-7404 (Important)

When the ‘Query For’ box is checked on a query template worksheet, saving gave a green message, but if you went back into the template the checkbox was unchecked. This has been corrected.

Copy Row function for Flowsheet have ability to Copy to CDI/Clinical Alert

CACTWO-6767 (Enhancement)

Fusion CAC now supports copying an entire row of a discrete value from flowsheet viewer into CDI/Clinical Alerts, as outlined in the comment above. Any hidden columns will be excluded from the CDI/Clinical Alert evidence, enabling more precise control over which data is transferred.

Strike through Evidence if Document Code is no Longer Present

CACTWO-7132 (Enhancement)

Fusion CAC now enhances the CDI/Clinical Alerts experience by displaying evidence with a strike through in the viewer if the originally abstracted evidence is no longer present in the document. This typically occurs when a document has been amended and the evidence previously identified has been removed.

Use Friendly Document Name in Copy to CDI/Clinical Alerts Function

CACTWO-7241 (Enhancement)

When evidence is copied to a CDI/Clinical Alert from a document, the document type’s friendly name will be displayed instead of its interface name. Previously it was using interface name.