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.