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CMP Weekly Release

Care Management Platform (CMP)

Weekly Release

Build  | December 13th, 2018

These are the highlights of the changes available in this week’s Care Management Platform (CMP) release. It should be noted that this week’s release contains several Voice of Customer items that deliver on recent requests from customers that are actively using CMP to operate their practices.

Expanding Statements Functionality

This week’s release includes an initial pass at expanding the patient account statement functionality, which is a first step in the ongoing enhancement to statement-related workflows. This update was in response to some customer requests about the need to print post-hoc statements to support contexts such as patient HSA / FSA documentation requirements. From the Patient Ledger, users can now generate a .PDF billing statement with the patient’s entire ledger history when clicking on the “Print Billing Statement” action in the side panel. It should be noted that the Billing Statements generated during the appointment checkout workflow (e.g., via the Checkout Queue) will remain intact - containing only the current day’s transactions.

Comprehensive Billing Statement.PNG

Again, this is merely the first step in some planned enhancements for patient account statement handling. Next steps include the implementation of some additional content and formatting requests to the statement itself, as well as adding some transaction filtering controls that will allow users to more specifically scope the transactions included in a generated statement. Additionally, we are planning to roll out an initial version of bulk patient account statement functionality that will support the regular, repeated generation of statements to support collections activities.

Provider Schedule Overlay

This week’s release also includes a long requested enhancement to the visualization of additional appointment data on the Schedule Dayview. Users now have the ability to apply a “provider overlay” to the schedule, which enhances the visual presentation of the Appointment Tiles in the Schedule Dayview. A strip of color is applied to the Appointment Tile that corresponds to the primary provider (e.g., doctor or hygienist) that has been allocated to the appointment. This will aid scheduling coordinators and even providers, themselves, in more efficiently “reading” the schedule and understanding who is working where and when.

Provider Overlay.PNG

Users can turn on (and off) this overlay by using the new control in the side panel of the Schedule Dayview. A default palette of colors has been curated for use and default colors have been assigned to existing providers. Users can manage provider color assignments by clicking on the “cog” control in the new Schedule View Configuration section in the side panel UI. Users can freely adjust color assignments and/or select custom colors of their own. Colors are globally managed across locations and users, so that mappings are consistently understood by all users.

Provider Overlay Color Selector.PNG

An upcoming release will contain a similar solution for visualizing the schedule in terms of appointment types (as opposed to provider allocation). This will also be the first step in laying the groundwork for a more robust implementation of appointment types, which some practices use in place of procedures when booking appointments. While these new overlays are only an initial solution, this will provide users with the ability to more easily understand the makeup of their schedule based on either provider allocation or the type of work scheduled. Future enhancements may include logical enforcement of boundaries, such as violations of block booking rules or provider working hours.

Updates to Support Tools

Finally, this week’s release also includes some modifications to the content and organization of the main user menu and the default positioning of the Support / Chat tool. Some unused links to the old user community and online documentation repository were removed from the user menu to simply things. Links to the new CMP community on The Exchange will be added back to the user menu when some integration issues are resolved. Additionally, a new “Support” item was added to the menu to provide an additional method to access the embedded Support / Chat module.

New User Menu.PNG

One more visible change made in this release is the reconfiguration / repositioning of the Support tool so that it no longer occludes part of the CMP application by default. Access to the Support / Chat module is now provided by a small icon below the main user menu. Clicking on the icon will open the Support / Chat module, providing access to all of the existing support functionality. However, closing or minimizing the module will now stow the UI away when it is being unused so that it does not interfere with the completion of user workflows.

Help Icon.PNG


Support Module.PNG


Optimizations and Fixes

The following fixes and optimizations have been added to CMP this week.

  1. Added some additional patient, policyholder, and insurance plan information to the Claim Summary UI in response to customer feedback.
  2. Resolved a bug in the claim record generation process that sometimes resulted in rejected claims due to missing provider license information.
  3. Added an indicator and preview of appointment notes directly via the Appointment Tile in response to customer feedback.
  4. Addressed a defect in which the appointment booking workflow is inaccessible via the Patient Homepage when trying to book an appointment for an inactive patient.
  5. Fixed a bug that caused an application error when booking a recare / recall appointment for an inactive patient.
  6. Implemented a new embedded .PDF solution that addressed the presence of the evaluation watermark / stamp on generated .PDF documents.
  7. Implemented a minor terminology change in the Recare (Recall) system for UK customers.
  8. Added salutation / title to the patient name displayed on Appointment Tiles in response to customer feedback.
  9. Addressed a logical issue in the global patient search when a DOB with equivalent month and day values is used as the search parameter.