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