V2.56 (Sep 2024)

V2.56.9036.0 Released 09/27/2024

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.

Allow Multiple Audits on a Single Account

CACTWO-5379 (Enhancement)

Allow Multiple Audits on a single account Users of Audit Management can now be updated to allow for multiple audits on a single account. At the top of the Audit viewer, a new button has been added called ‘Add Audit’. Clicking that will open an empty audit form. The accounts can have many audits added to it with this change.

For Audit Module users only.

Display Physician Coder Diagnosis Changes to Charges in Show History

CACTWO-5527 (Enhancement)

Display Physician Coder diagnosis changes to Charges in Show History If a Physician Coder or Single Path coder makes a change to diagnosis codes in a charge, that will now show in the Visual Difference Column of the Show History tab.

Display Changes to Physicians in Show History

CACTWO-5591 (Enhancement)

Any changes made to account level physicians will now show in the Visual Difference column of the Show History tab.

Show More Audit Data in the Show History and User Audit Trail Report

CACTWO-5680 (Enhancement)

Show more audit data in the Show History and User Audit Trail report The Show History tab of an account will now show Auditor work in the Visual Differences column.

The Audit Trail user report will also show several Audit actions in the report: Audit open, Audit Closed, Audit Reopened, Audit Rebutted, Audit Closed and Audit Printed.

For Audit Management users only.

Ability to Copy Validation Management Rules

CACTWO-6065 (Enhancement)

Ability to copy Validation Management rules Validation Management Rules now have a copy button to the right of the directional buttons. When clicked, a duplicate of the rule and its criteria will appear at the bottom of the rule list, ready for editing.

Add Root Cause Field for Denial Management

CACTWO-6182 (Enhancement)

Add root cause field for Denial Management Denial Management viewer wll now have the ability to select multiple entries for each denial, as needed. The field is located above the Code(s) in Question entry. Clicking into the Root Cause field will display a dropdown with default choices.To note if you would like to change these values you can add a mapping the ID is DenialRootCauses.

For Denials Management users only.

Allow Validation Rule to Report on Audit Status

CACTWO-6323 (Enhancement)

Allow Validation Rule to report on Audit status In Validation Rules a new ‘for each’ option of Audits has been added so that a validation rules can be created for audit options.

For Audit Management users only.

Display in Show History Phsycian and Modifier Changes to Charges for Physician Coder

CACTWO-6403 (Enhancement)

Display in Show History physician and modifier changes to charges for Physician Coder If a Physician Coder makes any changes to a physician or code modifier, those will now show in the Visual Difference column of the Show History tab.

Allow Physician Coders to Select Multiple Codes

CACTWO-6427 (Enhancement)

Allow Physician Coders to select multiple codes Within the charge viewer allow physician coders to select multiple diganosis codes to associate to a charge by clicking control and selecting codes. This way multiple codes can be added as needed.

For Physician Coding or Outpatient CDI users only.

Add and Move Some Identifiers in Show History Chart

CACTWO-6444 (Enhancement)

In the Show History tab, the Location and Patient Type sections have been removed and those identifiers have been added to the Event section. New identifiers have been added to the Events section: Payor, Financial Class, Admit Source, Admit Type and Discharge Disposition. By clicking on the ledgend to the top right it color cods the events for easy viewing.

Add a Rebill Checkbox to Denial Management Viewer

CACTWO-6452 (Enhancement)

A new checkbox to indicate a rebill is needed has been added to the Denial Management viewer. It appears after the Denial Complete checkbox.

For Denials Management users only.

Auto Populate Coder With First Submitted, but Allow Users to Edit

CACTWO-6453 (Enhancement)

Auto populate Coder with First Submitted but, allow users to change it if its incorrect.The ‘Coder’ field in the Denial Management worksheet will now be defaulted to the first Submitter.

For Denials Management users only.

Allow Linking of Related Queries to a Denial

CACTWO-6454 (Enhancement)

t Allow linking of related queries to a Denial A new field has been added to the Denial Management viewer for related queries. It is located after ‘Code(s) in Question, and if there are any closed, non-canceled physician queries, they will appear in a dropdown when the field is clicked. For Denial Management users only.

Show Roles in the Summary of User Actions

CACTWO-6455 (Enhancement)

On the Code Summary viewer, each user listed in the Summary of User Actions will now also display that users current role.

To Note: This feature is not retroactive.

Allow the Created by User on a Physician Query to be Editable

CACTWO-6481 (Enhancement)

Once a physician query is saved, the Created By field will show. This is now changeable, whether or not the query is closed or still open. A Save button at the bottom of the query will save the change.

Allow Quantity to be Modified Under Charges Viewer by Physcian Coder

CACTWO-6524 (Enhancement)

A physician Coder will now see the edit symbol on the Quantity line in the Charges Viewer. The Quantity can be changed and saved. For Physician Coding or Outpatient CDI users only.

Solventum™ not Closing Properly When User Changes Roles

CACTWO-6558 (Important)

When using Solventum™, if a user changed his role to a role that had a disabled encoder, Solventum™ would not close or reopen properly when the user changed back to his role that had the encoder enabled. This has been fixed.

Add ‘Primary’ to Add Diagnosis Codes Window in Charges Viewer

CACTWO-6565 (Enhancement)

If a user goes into the codes in a Charges Viewer and moves the codes around, the top code will always become the primary code.

Display Multiple DRGs in the Shift Reason Dialog Window

CACTWO-6570 (Enhancement)

If there are multiple DRGs on an account, when a query is closed and presents the Shift Reason window, all DRGs will show, with the first one expanded and the other collapsed. Both DRGs are expandable/collapsible.

Add Field Onto Denials Viewer for Letter Received by Facility

CACTWO-6574 (Enhancement)

A new field has been added to the Denial Management Viewer in addition this field has been added into the drilldown in Account Search. For Denial Management users only.

Add Columns to the CDI Activity Report

CACTWO-6608 (Enhancement)

In the CDI Activity user report, reviews and queries are now counted under new columns of either Concurrent or Retrospective. Queries created during DRG reconciliation are counted under Retrospective. With the additional columns, the report will now show in landscape when PDF is chosen.

Add Columns to the CDI Financial Benefit Report

CACTWO-6611 (Enhancement)

Add columns to the CDI Financial Benefit report Columns for First CDI Saver and First Submitter columns have been added to the CDI Financial Benefit user report.

Add new Section to the DRG Comparison Report

CACTWO-6612 (Enhancement)

This user report has two DRG sections: one for Baseline and one for Final. A new section for Working DRG has been added. This DRG is the last Working DRG figured before the account was submitted.

Add More Fields to Workflow Management

CACTWO-6623 (Enhancement)

Several new fields have been added to Workflow Management to allow criteria to detect a user’s assigned roles:

• First CDI Owner Roles Last CDI Owner Roles
• First CDI Saver Roles Last CDI Saver Roles
• First Coder Roles Last Saver Roles
• First Submitter Roles Last Submitter Roles
• Owner Roles Last Viewer Roles

Allow Audit Rebuttal to Always Show on the Audit Viewer

CACTWO-6634 (Enhancement)

Currently, a rebuttal on an audit viewer will be hidden once the coder clicks the Agree button. Going forward, the rebuttal will continue to show, even after the coder agrees.

For Audit Management users only.

Allow Coder to Save a Review of a Finished Audit

CACTWO-6672 (Enhancement)

When an auditor marks an audit as finished and the account is manually routed to a coder, the coder will now see a “Save Account as Reviewed” button at the bottom of the audit if it’s their first time reviewing it. This button marks the audit as “Saved Review” and records this action in both the account’s Show History and the User Audit Trail report. The “Save Account as Reviewed” button will appear under these conditions:

• The audit has been closed.
• The account is routed to the coder’s personal queue.
• The coder is viewing the closed audit.
• The coder has not previously reviewed the audit. When the coder clicks “Save Account as Reviewed,” an “Are you sure?” dialog will appear. A new audit event will be logged to show that the coder reviewed the completed audit, and this will be visible in both the Show History and the User Audit Trail.

For Audit Management users only.

Add MRN Lookup to Transfer Account Code Viewer

CACTWO-6676 (Enhancement)

The account number and MRN now appear with radio buttons on the Transfer Account Codes viewer. When the user selects the MRN radio button, the MRN of the currently opened account will automatically be populated.

Add the Ability to Add a Summary Field to Saved Account Searches

CACTWO-6681 (Enhancement)

When saving a search in Account Search, a new field labeled “Filter Summary” will appear in the save box. If this field is completed, the summary will be displayed in the search banner.

It will show next to the Drill-Down Level.

Add Conditional Triggers for PSI/PDI Based on Exclusion Code Position

CACTWO-6682 (Enhancement)

PSI and PDI indicators originally did not trigger if a code that caused an exclusion for that indicator was within the the top 25 codes (or limit that customer has set). This has been changed so that if that happens, the PSI/PDI will still show in the banner bar, with an asterisk next to it, to indicate the PSI was conditionally applied. The algorithm at the bottom of the Code Summary viewer will show the reason why.

For Quality Module users only.

Add Filters to Grid Colum Configuration

CACTWO-6684 (Enhancement)

Filters now appear at the top of the location columns in the Grid Column Configuration. Clicking on a filter will reorder the column, displaying all assigned columns either at the top or bottom.

Add Weight Breakdown for Elixhauser

CACTWO-6695 (Enhancement)

When Elixhauser coding is applicable, a new table under the Elixhauser section of the Code Summary sheet will appear, showing weight totals for each item that triggers.

For Elixhauser users only.

Add ROM/SOI Information Field on Diagnosis Section

CACTWO-6699 (Enhancement)

The SOI/ROM will now show in the Audit Worksheet, next to each code and then in the Codes section of the sheet, it will show numbers matching whether there was a change in those numbers, 1 increase or decrease for each change.

For Audit Management users only.

Print Button is Missing in User Report

CACTWO-6703 (Important)

Print button is missing in User Reports The updated PDF viewer in a previous release within user reports removed the Print button, but it has now been modified to restore any missing buttons. Users can print or download PDF reports from the User Reports page.

Account Search Drilldown Erroring When Searching Large List

CACTWO-6705 (Important)

The Account Search drilldown was creating an error when a right click ‘View Account Detail’ was done on an account from a large list of accounts.

Change all Verification Window Buttons to Yes or No

CACTWO-6707 (Enhancement)

For any pop-up window that begins with the question “Are you sure…” has been updated. The buttons that previously displayed as “Cancel” and “OK” will now appear as “Yes” and “No.”

Add Vertical Scroll bar to Account Search Criteria if Criteria is Very Long

CACTWO-6711 (Important)

In Account Search, criteria that has a lot of data causing a lot of vertical space to be used extending beyond the viewing screen, making the grid unreadable. A new vertical scroll bar has been added to ensure users can access and view all data without losing information beyond the filter’s edges.

Add red tag Next to Applied PSI/PDI for Improved Visibility

CACTWO-6712 (Enhancement)

When a PSI/PDI is applied to an account, it was previously difficult to identify in the algorithm section of the Code Summary viewer. A new red tag has been added to enhance visibility, making it easier for users to quickly locate the PSI/PDI algorithm that was applied.

For Quality Module users only.

Unable to Remove a Matched Criteria Template in Workflow

CACTWO-6726 (Important)

A ‘Matched Criteria Query Template’ dropdown only appears in Workflow if a criterion with the field ‘Evaluation Script’ which is used by CDI/Clinical Alerts is present. When copying and pasting that criterion, the user has no way to remove that template to choose another. A small gray ‘x’ has been added to the box to allow removal of the template after pasting.

Allow ‘Frequency Edits’ for TruCode ™

CACTWO-6730 (Enhancement)

TruCode™ has an option to include frequency edits among the medical necessity edits returned by TruCode. This has now been enabled.

Increase Filter Length and Labels for Improved Usability

CACTWO-6732 (Enhancement)

The filter dropdown length has been extended in account search to display more of the filter name, reducing the need to click the down arrow, especially for filters with similar names. The field for the account search name is now longer, and the “Delete Filter” option has been replaced with a garbage can icon to save space allowing for room for the increased length. Additionally, the “Tools” button has been renamed “Columns” for better clarity.

‘Unexpected Error’ Messaging Occuring in Account Search

CACTWO-6734 (Important)

When using the Queries drilldown in a filter in Account Search that resulted in a large amount of accounts returned, a red toast error message to contact Dolbey Support was happening. This has been corrected.

Update PSI/PDI Algorithms

CACTWO-6737 (Enhancement)

PSI/PDI algorithms have been updated to AHRQ v 2024.

Code Dropdown Does not Reflect Date of Service in Denial Management Viewer

CACTWO-6740 (Important)

The codes that were reflected in the codes dropdown of the Denial Management viewer was displaying current day codes vs date of service relavant codes. This was corrected to use the accounts Admit date for outpatient or Discharge Date for inpatient to determine which codes to display.

For Denials Management users only.

Error Occuring When Closing Physician Query/Shift Reason Window

CACTWO-6742 (Important)

When closing a Physician Query or Shift Reason dialog box when the Physicians & Queries viewer was not visible, a console error was occurring. This has been corrected.

Hide ‘Route to’ Buttons in Audit Worksheet

CACTWO-6745 (Enhancement)

The ‘Route to Auditor’ and ‘Route to Coder’ buttons in the Audit Worksheet can now be hidden with a new site-configuration setting.

Allow Readmission Viewer to Show Multiple Accounts

CACTWO-6746 (Enhancement)

If an account has multiple re-admissions, they will now all show if they are in the default time of 30 days. A new setting has been added to allow the number of days to be changed. If the setting is updated to an amount other than 30, that new amount will show in the Re-admission Viewer AND in the red tag in the banner.

Clicking on Code From Unassigned Code Tree Doesn’t Scroll to the Position in the Document Viewer

CACTWO-6749 (Important)

If a user has a zoom on their document viewer, and they click on an unassigned code in the unassigned tree, the document in the viewer will scroll towards it, but leave the highlighted code offscreen. This has been corrected so that even with a zoom in place, the viewer will scroll to make the highlighted code viewable.

Improve Copy to Clipboard Functionality Adding Intential Line Breaks

CACTWO-6746 (Enhancement)

There are some issues around intentional line breaks. The functionality has been improved to alleviate those issues.

Add Copy Single Line and Copy to Table was Added to the Flowsheet Viewer

CACTWO-6746 (Enhancement)

When using the Flowsheet viewer, two changes have been made to the right click menu:

• Copy Row as a Single Line has been renamed Copy Row as Text, and now copies each result value to its own line. Copy Row to Clipboard has been renamed Copy Row as Table for clarity.

DRG Reconciliation Tooltip is Displaying Incorrect Data

CACTWO-6754 (Important)

The tooltip in the DRG Reconciliation viewer was not giving correct information. These changes have been instituted: The tooltip on the left side for deleted codes will now say ‘Deleted in Final DRG’. The tooltip on the right for a resequened code will say ‘Higher in sequence than in Working DRG’. The tooltip of the corresponding code on the left side will say ‘Lower in Sequence in Final DRG’.

Changes to Procedure Details Were Applying Even if Canceled

CACTWO-6756 (Important)

If changes to procedure codes were made using Edit Procedure Details, the changes were saving even if the user clicked Cancel. This has been corrected.

Change Display of SOI and ROM in all Viewers

CACTWO-6760 (Enhancement)

Currently this is displayed as ROM then SOI. The order has been corrected to show as SOI, then ROM in all viewers.

Charts With Answered Queries had HTML Code in Their View Diff Viewers

CACTWO-6763 (Important)

If an account had an answered query and the View Diff viewer was deployed, HTML code showed throughout the viewer. This has been corrected.

Resizing Physican Query Causes the Footer to Overlap the Content

CACTWO-6769 (Important)

If a user opens a Physician Query and then makes the box smaller by pulling up from the corner of the dialog box, the footer was overlapping the Buttons at the bottom of the query. A scroll bar has been added, and now the bottom buttons remain outside of the data inside the query.

Query Reports Erroring When Displaying Large Amount of Data

CACTWO-6771 (Important)

The Query Impact and Query Impact by Discharge reports have been corrected for an error that was occurring if these reports were run over a long time period.

Add Summary to System Search Filter

CACTWO-6773 (Enhancement)

When saving a filter in System Search, the Save box will now have the added field ‘Filter Summary’ for addition of a note or comment. This will then show above the filter criteria:

SOI and ROM Calculations are not Matching in Physician Query Pre/Post DRG and Shift Reason

CACTWO-6776 (Important)

The SOI and ROM values in a Physician Query were sometimes not matching the ROM and SOI values of the Shift Reason screen. If the site is using Solventum and an account has both an APR for a primary grouper and an additional APR as a secondary or tertiary, the values will always match the SOI and ROM calculations of the primary APR instead of the latter APR.

Physician Coder Submitting an Account is Closing an Audit

CACTWO-6784 (Important)

A physician coders submit now prevents a closing an open audit. Only a facility coder can close an audit.

Update CAC Technical Support Page

CACTWO-6790 (Enhancement)

The CAC Technical Support page found under the above the banner bar has been updated.

Copy to CDI/Clinical Alerts Function is not Appearing for Caution Code Documents

CACTWO-6798 (Important)

When a user highlights text and right clicks from a caution code document, the funtion Copy to CDI/Clinical Alert does not appear. This has been corrected.

View Differences Viewer Showing HTML Tags

CACTWO-6805 (Important)

If a user attempts to ‘View Diff’ on documents that contain ‘html’ and ‘body’ tags, HTML code was showing in the viewer. This has been corrected.

Personal Stats Dashboard is not Loading for Some Users

CACTWO-6806 (Important)

If a large amount of accounts were assigned by a user in Account Search, if the user then tried to look at their personal Dashboard, it would not load. This has been corrected.

Add Patient’s Current Age to the Banner Bar

CACTWO-6812 (Enhancement)

A patients current age or discharge age will now be shown in the banner bar if it is different than their admit age. If the account is not discharged, the age will be the current day’s age. If it has been discharged, it will show the discharge age. If the Admit and current/discharge date age are the same, only the admit age will show, as usual.

Solventum™ is not Alerting User That the Encoder is Already Open

CACTWO-6815 (Important)

In the case of a Solventum™ encoder being open, with the user then opening a physician query and attempting to compute a DRG, the user was not being warned that the encoder was already open. The user closed the query and was then stuck in the acount. This has been corrected. A blue warning box will now occur if the Compute button in a physician query is clicked while the encoder is already open.

CDI Activity Report is not Displaying ‘Friendly Name’ in Facility Column

CACTWO-6816 (Important)

All reports show the ‘friendly’ name, but this one was showing the key of the mapping instead. This has been corrected to now show the ‘friendly’ name if the mapping is set up for that Facility.

Rename the Encoder tab on the Main Menu List

CACTWO-6820 (Enhancement)

Since Encoder can be taken to mean that clicking on it will open the regular Encoder, a request came in to make that say Standalone Encoder. A new setting has been created to change that name.

Prevent POA From Changing When Editing Codes Using Code Lookup

CACTWO-6822 (Important)

If the user launches and returns the Solventum or TruCode codebook from the Code Editor dialog when editing a diagnosis code, the POA will reset to its default value. This has been corrected.

Last Auditor to Save an Account is now Recorded as the Last Saver

CACTWO-6827 (Important)

If an auditor saves or submits an account, the Last Saver on the account was not updated. This has been corrected. Additionally, a new set of “Last Auditor” fields have been added to account grids, account search, and workflow to determine the last auditor to save an account.s