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.