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CMP Weekly Release

Care Management Platform (CMP)

Weekly Release

Build  | November 20th, 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.

Printing the Dayview (Schedule)

This week’s release includes the implementation of the initial solution for printing the Schedule Dayview. CMP users now have the ability to print their schedule, providing practices with the day’s appointment activity when they do not have or use computers in their operatories or other treatment areas. We hope that this initial step will help alleviate some of the issues for those CMP offices that have expressed the need to generate printed schedules.

Screen Shot 2019-11-20 at 12.28.47 PM.png

Users can simply click the new “Print Schedule” action in the side panel of the Schedule Dayview UI. It should be noted that this control is disabled when the Schedule DayView is on a past day / date or in a multi-day / week configuration. Once clicked, a print preview dialog will be displayed, providing users with the ability to modify some of the print settings prior to printing (per the browser’s native capabilities). The generated dayview will reflect the user’s current day configuration, showing (or hiding) the current set of chairs / operatories displayed and displaying appointment coloration (or not) based on primary provider or appointment type. Each appointment will display the patient’s first name and last initial, the associated appointment type or list of scheduled procedures (per the current Schedule Dayview functionality), and the assigned providers’ initials. Confirmation status is also reflected - using the standard caret on the upper right corner of the appointment tile.

Screen Shot 2019-11-20 at 12.29.17 PM.png

The practice’s schedule will typically fit on a single piece of paper, provided that the practice doesn’t have a large number of chairs in view (7+) or unusually long working hours (9+). In other words, the printed schedule can handle an 11-hour window (standard 8 working hours + 1 hour break + 1 hour before and after working hours) for up to 6 chairs in a single page. When these boundaries are exceeded, the generated printout will intelligently split the day’s schedule across pages , optimizing for enlarged, readable sizing of appointment information. Users have the option to save ink or prevent the display of the appointment tile coloration by either turning off the option in their Schedule View Configuration (side panel of the Schedule Dayview UI) or by modifying their print settings (by unchecking the “Background Graphics” options in the print dialog).

Screen Shot 2019-11-20 at 12.30.27 PM.png

We are happy to provide this new functionality to CMP users and look forward to receiving feedback. Planned enhancements include the addition of associated anatomy information (e.g., tooth number and surfaces), when applicable, and possibly a legend for the provider or appointment type color mapping.

Optimizations and Fixes

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

  1. Added a usability enhancement to the Patient Record UI that defaults a Preferred Doctor when creating a new patient to make the patient creation workflow faster and easier (less required fields), per user request.
  2. Enhanced the display of Appointment Tiles in the Schedule Dayview UI based on user feedback, scaling up the size of the patient name and appointment type or procedure list displayed on the appointments.
  3. Enhanced the usability of the new patient workflow based on user feedback, using the user search input when creating a new patient upon an unsuccessful search.
  4. Added associated anatomy details (when present) - such as quadrant or tooth number or tooth number and coronal surfaces - to procedures on Appointment Tiles, based on user feedback.
  5. Implemented a set of new tab management controls in the Tab List UI that allow users to close all open tabs (other than the main Location Tab) or all open Patient Tabs, per customer request.
  6. Implemented a usability enhancement that defaults a provider value (when possible) when posting new charges to the Patient Ledger UI to make posting new charges faster, based on user feedback.
  7. Fixed a defect that displayed the date of birth for US patients in the UK DOB format when printing prescriptions.
  8. Resolved an issue in which Connected Patient balances were shown in various contexts (e.g., the Patient Snapshot UI) even when the patients didn’t share a guarantor or billing connection.
  9. Addressed an issue resulting from a change required as part of the UK version of CMP in which null values of SchemeId created an issue for some data adapters and services.
  10. Reworked the list order of CDT code categories when interacting with insurance plan Allowance Tables to reflect the numeric order of the code base, based on user feedback.
  11. Added the patient’s preferred location information to the Patient Snapshot UI, based on user feedback.
  12. Updated the ability to more easily chart sealant(s) against anatomy in both Current and Planning modes in the Hard Tissue Chart UI, based on user feedback.
  13. Resolved a bug in the Confirmation List UI in which confirming appointments via the list would sometimes produce a background error.
  14. Fixed an issue in the Patient Files UI in which an error would sometimes result that prevented selected files from being uploaded based on a specific order of operations in the workflow.
  15. Addressed a defect in which an error would sometimes result when filtering in the Location Settings UI when no inactive locations exist for the tenant.
  16. Fixed a usability issue in the Schedule Settings UI which allowed users to save chair / operatory names that were not unique for the location, which could lead to confusion when using the Schedule Dayview.
  17. Added a direct navigational link to the Patient Ledger in the Patient Snapshot UI, based on user feedback.
  18. Resolved an issue that allowed users to mark all chairs / operatories as inactive in the Schedule Settings UI.
  19. Per user request, the CDT code and nomenclature will be used and displayed - when applicable - on generated statements to support patient-driven insurance claims.
  20. Eliminated a usability issue that allowed users to inactivate themselves via the Team Member Settings UI.
  21. Fixed the order of the Payer IDs to make it easier and more predictable to find associated Payer IDs when creating Payer records, per user request.
  22. Addressed an issue that reduces excessive backend calls that are made when the New Patients list on the Location Homepage UI is called.
  23. Added descriptive tooltips to the watch icons used in the Treatment Chart UI to assist users in learning the visual language used in the chart, based on user feedback.