V2.58 (Mar 2025)

V2.58.9204.0 Released 03/14/25

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.

Create a Notifications Manager

CACTWO-5877 (Enhancement)

A new page called Notifications Management has been added to the Tools dropdown. Here, notifications can be created that can be seen either on the CAC2 login screen, the Dashboard, or both. The notification has a field for a Title and a Description, a start and end date for the notification, a color and the location it will appear.

Move the Productivity Panel From the User Drop Down

CACTWO-5990 (Enhancement)

In order to make room for more columns, the Today’s Productivity panel that was originally found when dropping down the arrow next to the user ID at the top of the page has been moved to its own icon. The icon is found to the left of the question mark next to the user ID.

When clicked, it will open a window box that will show a more robust productivity panel

Allow Notes to be Identified by Role

CACTWO-6424 (Enhancement)

A new column has been added to the Notes & Bookmarks viewer that will show the role of the user. All columns are now sortable from ascending to descending.

Prevent the Auto-Hiding of the Custom Workgroups column

CACTWO-6493 (Enhancement)

When a user selects a workgroup that is not custom from the worklist, if there was a custom workgroup column in the account list it was automatically being hidden. This will no longer happened.

Change how Date Sorting is Done in the Document Tree

CACTWO-6549 (Enhancement)

If a document was assigned an order number in Document Types Management, then when sorting by date that document was not obeying the new date sort. This has been changed so that an assigned number is not taken into consideration when sorting by date.

Show Inactivity Logout in the User Audit Trail Report

CACTWO-6758 (Enhancement)

New events have been added as triggers for the User Audit Trail report. If a user is logged out due to inactivity, a new line will now show in the report.

Add new Operator for Validation Management Only

CACTWO-6781 (Enhancement)

A new operator of ‘Does not Start With’ has been added to Validation Management.

Update how the Coder is Defaulted in Denial Management

CACTWO-6912 (Enhancement)

The Coder field of Denial Management will default to the Owner of the account (as long as it is not a CDI). If there is no Owner, the field will be left blank for user input. Otherwise, if there is no Coder but a Submitter, the field will default to the Submitter.

Allow CDI Permission to View the Audit Worksheet

CACTWO-6913 (Enhancement)

The Audit Worksheet viewer can now be seen by a CDI Specialist, if desired. The CDI would only have the option to view and print. Editing, creating, routing and deleting abilities are not available.

Incorrect Number of days Worked in CDI Query Scorecard

CACTWO-6948 (Important)

The ‘Number of Days Worked’ in the CDI Query Score Card and Score Card by Admission Month were not showing a correct total. This has been corrected so that the calculation is now the total number of unique day/user combinations, rather than counting every touch per day per user.

Remove Principal Dx From Outpatient Accounts

CACTWO-6982 (Enhancement)

The dropdown next to the Compute button in an account will now only show the Principal DX option if the account is an inpatient account.

Add Pre and Post Columns to the Audit Drilldown in Account Search

CACTWO-6984 (Enhancement)

8 new columns have been added to Account Search when the Drilldown of Audits is used:

• Pre-Audit GMLOS & Post-Audit GMLOS
• Pre-Audit DRG & Post-Audit DRG
• Pre-Audit ROM & Post-Audit ROM
• Pre-Audit SOI & Post-Audit SOI

Remove Workflow Management Classic

CACTWO-7017 (Enhancement)

Workflow Management (classic) has been removed from the Tools menu.

Do not Allow Fields in Workflow to be Saved Without Adding Operator and Value

CACTWO-7020 (Important)

Workflow was allowing fields to be saved without operator and/or the value. This has been corrected so that unless the operator doesn’t require a value, the value field must be filled in before the user can save.

Accounts are not being routed correctly on time-out

CACTWO-7023 (Important)

If an account’s Workflow assignment changes while the user is in the account, and the user’s session times out, the account’s workflow was being reverted to the workflow when the account was first loaded. This has been corrected.

Add columns to the DRG Comparison Report

CACTWO-7032 (Enhancement)

Two columns have been added to the DRG Comparison Report

• Discharge Disposition
• Payor

Allow Criteria to be edited

CACTWO-7034 (Important)

Criteria group names can now be edited in Workflow Management. The use of brackets in the name will now be rejected by a red toast message stating that brackets are not available for use, along with the name of the workgroup and criteria.

Multiple PCS occurrences are not showing correctly in Audit

CACTWO-7039 (Important)

If an Audit Worksheet is created on an account that has multiple occurrences of a procedure code, the editing arrows are not showing properly in the audit. This has been corrected.

DRG error occurring when Audit Worksheet viewer is popped-out

CACTWO-7041 (Important)

If an Audit Worksheet is popped-out to its own tab and the user then computes a DRG, while the DRG shows on the main screen, the pop-out continues to show a ‘DRG Required’ error message. This has been corrected.

Moving between viewers is erasing the audit subtype matches

CACTWO-7050 (Important)

When an Audit Worksheet is opened and the audit type is selected, the approved subtypes for that audit are in the subtype popdown. But if the auditor moves from the audit viewer to another viewer, like code summary, when the audit is reopened, the audit subtype list shows all subtypes, not just the filtered list for that audit type. This has been corrected.

Add state column to mappings for Medicare

CACTWO-7054 (Enhancement)

In Mapping Configuration, for the mapping MedicareProviderNumber, a new column has been added so that states can be assigned to each number. This is for sites with multiple facities across multiple states that use the TruCode Encoder. In order for sites to update their facilities without interface script changes, a “State” column should be added to the “MedicareProviderNumber’ mapping to indicate the geographic state of the facility. This field will be passed into TruCode if populated so that the state’s appropriate medical necessity edits are returned.

Audit were being routed when other viewers were open

CACTWO-7061 (Important)

Audits were being routed without being saved when other viewers were opened. This has been corrected so that if a physician query or an encoder are open, an audit cannot be routed until those windows have been closed.

Allow users to be assigned to Physician Coder Managers

CACTWO-7068 (Enhancement)

New roles that contain the word ‘Manager’ such as Physician Coder Managers will now have the ability to have users assigned to them by an Administrator.

Show History legend has been updated with new fields

CACTWO-7063 (Important)

The legend window in a Show History viewer has been updated with more colors and indicators. There are now indicators for Payor, Financial Class, Admit Source, Admit Type and Discharge Disposition.

Rebuttal is not showing if the Coder has not routed to Auditor

CACTWO-7070 (Important)

If a Coder has rebutted an Audits, but has not sent that audit back to the Auditor, the rebuttal is not being seen by the Coder when they go back into the audit. This has been corrected. Rebuttal should always be seen whether or not the audit has been routed back to the Auditor.

Discrete value is copying over to CDI Alert query

CACTWO-7073 (Important)

This issue has now been prevented by only removing ICD-10 and CPT codes from evidence text that is linked to a document when the text is copied to a physician query.

Add Status Indicator (SI) to Code Summary and Charge viewer

CACTWO-7076 (Enhancement)

The Status Indicator has been add to the Code Summary viewer and will appear next to a CPT code that has resulted from an APC Computation. The indicator will also show in the Charges or Transactions viewers when the Status Indicator column has been added.

Allow Query reasons to be separated by role

CACTWO-7077 (Enhancement)

In Mapping Configuration, the mapping of PhysicianQueryReasons now has a column called roles, which will allow the user to assign reasons to specified roles.

TruCode™ standalone is not applying groupers by facility

CACTWO-7097 (Important)

If facilities have groupers assigned to them, the TruCode™ standalone is not applying that facility’s grouper when computing the DRG. This has been corrected.

CDI Alerts query template is not being selected

CACTWO-7112 (Important)

If a physician query is opened from CDI/Clinical Alerts and the user has created a signature in their user profile, a chosen query template was showing as blank. This has been corrected.

Audit Subtype values is not being retained on multiple audits

CACTWO-7114 (Important)

If an Auditor selects an audit subtype on the latest Audit, then moves to another viewer, upon going back to audits, older audits no longer show an audit subtype. This has been corrected.

Physician Coder submits are removing account from Coder’s worklist

CACTWO-7130 (Important)

If an account routed to a coder by an Auditor is subsequently submitted by a Physician Coder, the account is being removed from the routed Coder’s worklist. This has been corrected.

Workgroup Assigned Data criteria needs additional functionality

CACTWO-7140 (Important)

In Workflow Management, the criteria Workgroup Assigned Data is missing an additional field that would allow the entry of the Workgroup name to send the account to. This has been added.

Edit Procedure Details is not allowing deletion of units

CACTWO-7147 (Important)

When using Edit Procedure Details and deleting the number of units, the units were not saving blank. This has been corrected.

Missing Workgroup information in Audits

CACTWO-7150 (Important)

When creating an Audit, the Workgroup data was no longer showing in the header. This has been corrected.

Autoload is copying TruCode™ edits to no code accounts

CACTWO-7151 (Important)

If Auto-load is turned on and an account with no codes is opened after an account with TruCode™ edits, those edits are not clearing and are showing for the account with no codes. This has been corrected.

Text change needed for PSI-08 algorithm output

CACTWO-7152 (Important)

The text in the PSI-08 algorithm shows ‘hip fracture’. This has been corrected to show as ‘other fracture’ when the code table is FXID instead of HIPFXID.

Fusion CAC Help has been renamed in the help menu

CACTWO-7153 (Enhancement)

In CAC 2, the help menu item of Fusion CAC Help has been renamed to Fusion CAC User Guide. The guide has been changed to a web page, rather than a pdf.

‘Exists’ operator is not working for Assigned Dx Codes

CACTWO-7180 (Important)

When using a criteria of ‘Assigned Diagnosis Codes with POA of N’ with the “Exists” operator, the criteria was not working. This has been corrected.

Multiple Audits were not showing proper color in Navigation pane

CACTWO-7181 (Important)

Completed audit changes the color in the Navigation pane from red to a brownish yellow. If another audit is added, the color is not changing to red to indicate an open audit; it is remaining in the completed color. This has been corrected.

Document Pane Scroll bar jumps when loading new documents

CACTWO-7202 (Important)

When an account has a large number of documents, if the user clicks on an unopened document further down the roll, the scroll bar was jumping back up the document pane. This has been corrected.

Coder Scorecard was showing audits prior to last month

CACTWO-7203 (Important)

In the Coder Scorecard section of the Coder Personal Dashboard, audits were displayed that were opened or closed prior to last month. This has been corrected.

Drilldown columns are not showing in Scheduled Report

CACTWO-7216 (Important)

If a Scheduled report is created in Account Search using a search that includes a drilldown, the drilldown is not showing in the report when it is sent. This has been corrected.

DRG changes not showing in Audit Management

CACTWO-7218 (Important)

Changes to the MS-DRG and the MS-DRG Reimbursement were not being detected in an audit. This has been corrected.