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.