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CMP Weekly Release

Care Management Platform (CMP)

Weekly Release

Build  | January 18th, 2019

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.

Appointment Types + Schedule Overlay

This week’s release includes an initial implementation of appointment types, as well as an extension to the recently released “provider overlay” functionality in the schedule. Users now have the ability to create and manage appointment types and apply them to scheduled appointments. This is particularly useful for practices (or markets) that do not schedule appointments with specific procedures already planned. Once used for defining appointments, users can also apply an “appointment type overlay” to the schedule, which enhances the visual presentation of the Appointment Tiles in the Schedule Dayview UI.

While a default set of appointment types have been curated for out-of-the-box use, users can modify these appointment types or create their own. Appointment types can be managed via the Appointment Types administration UI (Administration Tab → Scheduler → Appointment Types). Users can assign a custom name, description, default duration, and associated procedures. Once applied to an appointment, the type’s properties (name and duration) are inherited by the appointment. It should be noted that in this initial version, associated procedures are simply guidance that will be used for future scheduling enhancements. To apply an appointment type to an appointment, simply assign a value using the new control in the Appointment Info section of the Appointment Card. Once applied, the type is displayed on the Appointment Tile when scheduled (unless specific procedures have been scheduled, which are then displayed).Screen Shot 2019-01-18 at 9.11.20 AM.png

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As with the previously released “provider overlay”, a strip of color is applied to the Appointment Tile that corresponds to the appointment type assigned to the given appointment. This will help scheduling coordinators and providers to more quickly process the day’s planned patient care activities. Users can turn on (and off) this overlay by using the side panel controls in the Schedule Dayview. A default palette of colors has been curated and assigned to the pre-defined appointment types, which the users can modify via the controls in the side panel of the Schedule Dayview. Both appointment types and their associated colors are globally managed across locations and users, so that all users have a shared understanding.Screen Shot 2019-01-18 at 8.14.36 AM.png

This is simply the first step in a more robust implementation of appointment types, which will be enhanced in future releases to support business practices such as block booking. Along with the recent “provider overlay” functionality, the appointment types solution will support a wider array of scheduling practices. Future enhancements may include enforcement of logical boundaries when scheduling appointments, such as violations of provider working hours or block booking rules.

Preliminary Claim Attachments Solution

This week’s release also includes an initial solution for insurance claim attachments, allowing users to manually add an NEA reference number to a claim prior to its submission. While this is only a temporary solution until the full integration with the NEA FastAttach service is implemented, it introduces some important workflow changes to the claims creation process that should be noted. In brief, claims are now put into a tentative “Awaiting Attachments” status to provide users with an opportunity to log into the FastAttach service, create a claim attachment record, send it to the payer, and then attach the NEA reference number to the claim in CMP before it gets transmitted to the clearinghouse.

Currently, upon creating a new claim, the claim record will now be assigned a status of “Awaiting Attachments” to provide users with an opportunity to associate electronic attachments with the claim and added the NEA reference number to the claim record prior to it being queued for submission to the clearinghouse. For the time being, users can then work within the NEA FastAttach service to send attachments for the claim to the payer and obtain the NEA reference number for the claim. Following this, users can access the claim in the Claims Management UI to add this number to the claim record in CMP. This is handled via the new “Add Attachments” control in the Claim Summary UI that is displayed when a claim is selected in the Claims Management UI. Once saved, it is added to the claim record and automatically put into the Queued status to be sent to the clearinghouse. If the claim does not require any attachments, users can simply click on the Submit Claim button to immediately queue the claim for transmission to clearinghouse.Screen Shot 2019-01-18 at 9.28.56 AM.png


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This temporary solution will effectively allow CMP users to submit claims that require attachments. In an upcoming release, CMP will include a full integration with NEA FastAttach that both detects when claims require attachments (or not) per payer rules and allows users to upload attachments to NEA FastAttach directly through CMP. This will be another large step in the support of key revenue cycle management workflows. We are excited to release this update to our customers and look forward to receiving their feedback.

Enhancements to Recare List UI

Finally, this week’s release also includes some modifications to the Recare List UI, which were requested by our customer base. This includes some updates to the logic underlying that “Last Contact” column so that it now accounts for notes that are added regarding all forms of contact (or attempts) made when following up on recare appointments (e.g., phone, text, email, letter) in addition to actually sending a recare reminder. This also includes displaying the last (most recent) contact note directly in the table in the Recare List UI. These updates will help support workflows targeted at driving the practice’s recare business.Screen Shot 2019-01-18 at 9.08.21 AM.png

As mentioned, the Latest Note column now displays the last contact note entered for the patient. Additionally, the Last Contact column is also updated to reflect this latest patient contact event since the patient’s last recare appointment. This contact tracking mechanism will now account for both instances in which an email- or letter-based recare reminder was issued and when notes are added to document any more direct contact attempts such as phone calls or text messages. Together, these updates will allow the practice to more accurately track any attempts made to schedule the patient’s recare appointment.

Optimizations and Fixes

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

  1. Per customer request, the patient telephone number has been removed from the Billing Statement that gets generated during checkout or from the ledger.
  2. The standard date format displayed in many UIs was changed to MM/DD/YYYY to ensure that date information could be fully displayed (and was not truncated or occluded).
  3. Resolved a defect for UK customers in which printing billing statements would fail under certain conditions.
  4. Addressed some UI defects in the Recare List UI that were occluding some information presented in the table of patients.