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).
This feature requires a TruCode Edits License, please contact the SME Team for more information.
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.
Testing Steps: In Mappings Configuration, make sure you have at least one pending reason that requires a physician. In Account Search, select one or more accounts, then right-click and choose “Add Pending Reason”. Note that if you select a pending reason that requires a physician, an additional physician drop down appears. If the pending reason requires a physician, the physician cannot be left blank. After selecting a physician reason and physician, load the account and examine the Code Summary viewer. The physician should be present with the newly added pending reason.
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.
Testing Steps: Perform this action on selected accounts, then examine these accounts in Account Detail. Any accounts with pending reasons should have their pending reasons removed.
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.
Testing Steps: In Grid Columns Management, add the column “Criteria Sequence” for default workgroups and the column “Custom Criteria Sequence” for custom workgroups. For both columns, make sure the “Account List” checkboxes are checked. (Note that these columns are not added automatically; not all sites will use this feature.)
The criteria group sequence number is now displayed in Workflow Management. When an account is assigned to a workgroup and criteria group, the criteria group sequence is now recorded with the workgroup assignment. The column “Criteria Sequence” will display the sequence number for default workflow and the column “Custom Criteria Sequence” will display the sequence number for custom workflow. Like with “Criteria Group”, these columns are swapped when examining a specific workgroup in the Account List page, depending on whether the workgroup is a default workgroup or a custom workgroup. The “Matched Criteria Groups” viewer will also display the sequence number for matched criteria.
This feature is commonly used with CDI and this feature is not retroactive for existing accounts. Workflow must be rerun on existing accounts and the account’s workgroup, or criteria group must change to see the sequence number.
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.
- Active Matches Criteria Groups
- Admit Date w/ Time
- Age in Years
- Billing Countdown
- Discharge Date w/ Time
- Late Document Count
- Random Inclusion Factor
- 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.
Use Case: Prevent coders from submitting the account when a document is in something other than signed status and notify them using validation rules to provide a hard or soft stop to add a pending reason. Common document status includes but are not limited to:
- D = draft
- P = preliminary
- F = final
- S = signed
- A = addendum
This feature requires a document interface that provides a document status flag. Check your interface before adopting this feature.
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.
Testing Steps: You need an account with charges where at least one charge does not have a CPT Code. In Validation Editor, add a rule “Charge Codes –> Exists”. On that account, if at least one charge has a CPT Code, the rule should trigger even if another charge doesn’t have a CPT Code.
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.
This feature requires Audit Management which is an additional module; please contact SME Team if you are interested in learning more. This also requires an APR- DRG license.
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.
This feature is for Solventum CRS users only
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.
This feature is for Solventum CRS users only.
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.