OrderSmart

Order Manager – Update
ABN Signature Date will no longer display Date Stamp by default in View or Print ABN through Medical Necessity Check. If the electronic signature Sign on Paper option is configured for client, then the Signature and the Date will be populated on ABN.

Order Expiration Date – Added ability to configure at client level. This option includes the ability to make Order Expiration field either: Hidden, Optional or Required.

Authorization Details Tab – Resolved issues in saving blank expected DOS once authorization service details are saved under the service information in authorization tab.

Fax – Update
Modified the header for uploading documents in Attachment for Send Fax Out functionality to include the ability to Upload documents.

Added logs for deleted draft orders in “User Activity Report.”

OrderSmart Order Manager:
Orders Workqueue Search Criteria

• Added Referral Number to the Orders workqueue search criteria and column

Physician Order Template Edit

• Resolved issue physician office name was not populating in edit order template

Browser Compatibility

• Resolved Diagnosis information alignment in Order Template for IE8
• Resolved issue in viewing Show Error Log Page for IE9
• Resolved issue in uploading documents for IE10

Edit Orders Template Page

• Removed New Patient in the header
• Renamed  ‘Place Order > Order Details’ to ‘Edit Order Template’

Authorization Details Configuration – Payer Does Not Accept Authrozation Requests From Facility

• Added ability to alert user when selecting “Facility should get authorization” for insurances where the facility cannot obtain authorization. For those payers listed in patient demographics, an alert message displays, “As deemed by the payer, facility is not permitted to obtain authorization. Please make another selection.” Trigger for alert message when saving draft, Send To Physician, or Send To Facility.
• Added Admin user configuration for “Facility Auth Requests?” in Insurance Configuration screen enter “X” if No.

Fax Select Case Window

• Resolved issue where procedures were not displaying in Select Case popup window.

Fax Split Additional Process Improvements

• Removed default to “Unassigned” document type when document type is not selected while splitting. Split document without type selection will remain as “New Fax” in the workqueue.
• Added message on top left of indexing page indicating current indexing split for fax document “Indexing spilt 1 of N pages(s) of original fax”
• Upon Save, system will not redirect to next document after indexing.
• Added button “Index Next Split”
• Added “Back button” in Does this Script need to be split for multiple documents? page.

OrderSmart Order Manager:
ICD10 Description Display

• Resolved truncation issue with the ICD 10 description by displaying long description in conversion popup, tooltip text and  worksheet popup on place order screen and MNC tab.

Physician Portal Order Template Enhancements:

• Relaxed order template requirement for entering an Ordering Physician
• Added ability for Office Admins and Physician users to delete a Template
• Expanded users that can use templates to Physician users
• Added ability for physicians to select from the Templates entered for the Physician Office and Templates where they are listed as the Ordering Physician
• Added Order Templates to the menu bar
• Added support to Add/Edit/Delete and Undo Delete Template.

Global Search

• Added support to search Account number in the format NNNNN [a-z].

Last Login Time

• Added ability to display the last login time in show facility staff page as per the local browser time zone.

Fax Caller Label Change Logging

• Added user logging for the Fax Label changes in User Activity report

Rescheduling Order Fix

• Resolved alert, “Convert codes to ICD9” that was displaying while rescheduling a procedure even though ICD10 was effective.

Printing Workqueue Order Sort

• While printing requisitions from a Workqueue, added support to print in the order the workqueues are currently being displayed instead of default order received date sort.

Fax Split Remove

• Added Remove button (X) for the split fax row. Added tooltip “Remove Row “on mouse hover on the Remove button.

Fax Split for a different patient/physician navigation

• If user Submits selected split documents without selecting patient and physician, the page navigates to Indexing page with the selected document types. If the user Submits without selecting document type/patient/physician for single/multiple documents; then the page navigates to indexing screen with Unassigned document type as default.

OrderSmart Order Manager
Updating Orders and Fax screens to match eCareNEXT standard style. Tabs and pages that are updated are:

• MNC tab – Medical Necessity Check page
• Styles in Place Order page

Procedure Code Messages
Added ability to view a standard message for a particular procedure code in the requisition form, i.e., “Further testing as indicated”. The Admin user will need to add any standard messages as a panel component description in the Configuration, Procedures, Add Component, type message in component Name field.

Added Admin user ability to enter the provider’s designation (M.D., D.O., N.P., P.A., D.D.S.) in the Physician Details page.

Added Admin user and Physician Office Admin ability to update/edit user role for office users after initially created.

Added creation of Order Templates in Place Order page for physician office users

• Select or create template with the existing data on the screen (excluding patient data)
• Can modify existing template or create a new template
• Template can accommodate any number of procedure codes
• Create an order template from placed order, if the order has ordering instructions.

Passport Authorizations
Added configuring default authorization pdf form at insurance level, facility group level and global level.  If no auth form is configured at insurance company level, added support to use the one at facility group level or global level for both fax web service and auth details screen.

Added audit trail entry with the send fax image in authorization management.

• For Fax Payer selection, upon Save, audit trail entry will be “Prior Authorization form data saved by username”
• For Fax Payer selection, upon Send Fax, audit trail entry will be “At (Date/Time) Request Submitted – Auth request submitted (via fax to (***)***-****) to payer Payer Name by username.

FaxSmart Fax Manager
Issue resolved when physician was being intermittently refilled when splitting or indexing a fax.

Resolved issue when deselecting Global search in some fax workqueues, it was not limiting results to the workqueue.

In fax indexing, Select Case, added ability to limit showing cases to 90 days of date_of_service or case created date. Thereby removing items from the Select Case that may be archived or no longer be relevant. Also, added link to get all patient cases.

OrderSmart Order Manager:
Physician Portal Default Home Page to include DOS/Time

• Added DOS/Time column to the Orders view and patient’s show orders page.

OrderSmart Authorization Manager:
Reports – Order Link Error Log

• Added multi-dropdown selection for Service type in Authorization Order Link Error Log screen.

OrderSmart:
Preferences Configuration
Modified the Default Home Page preference for Office and Facility Users

• Added, Order Work queue drop down selection while Order as Home Page for all Office users.
• Added Draft, Signature Pending, Document Pending, and Order Alert as default Home pages for all Office users.
• Added, Order Alert as Default Home for all Facility users.

Diagnosis Lookup Fix
Fixed an issue when searching alpha-numeric-alpha ICD codes like “C7A” through ICD auto search.

FaxSmart:
Fax Indexing Print Page

• In “Print Fax details with document” and “Print fax document”, added Scheduling Notes within the ‘Print Fax Indexing’ Page.
• In “Print Fax details with document” and “Print fax document”, added latest comments related to scheduling event and patient phone number. Modified printed page to display Date of birth and Gender as unique fields.

Fax Cover Sheet Templates
Added standard templates in Fax Out window with standard text for Subject and Comments. Standard templates include:

• Diagnosis Required, Diagnosis Does Not Meet Medical Necessity, ICD Code Correction Required, Missing Patient Demographics, No Show, and Physician Signature Required.
• These templates can be configured and editable at “Fax out templates configuration screen by Facility group Admin user.

OrderSmart
Workqueue page navigation
In Faxes, Orders, Inprocess, and Complete tabs, added workqueue page navigation ability to select a particular page number from the dropdown list.

Empty Service Type
Resolved issue with saving empty service type (not prompting for mandatory), when error occurs in loading service types.

Password Fix
Resolved JavaScript errors on saving password change for both staff users and physician office users.

Fax Indexing Default Facility Fix
Resolved issue in displaying the default facility name in fax indexing and split pages as per the user preference selection.

Workqueue Order Date/Time Fix
Resolved the Order Date/Time display in Workqueue as per the facility time zone.

OrderSmart OrderRite Auth Management

Auth Status Enhancements
We’ve enhanced your auth statuses to further define encounters that require user intervention. If there is no direct CPT code match, you will now be presented with additional statuses:

• Validate Authorized
• Validate Denied

This is to ensure users validate the authorization returned is for the encounter they are reviewing. Once the user validates this authorization, they check the “Use This Auth” checkbox which in turns updates the account to Authorized or Denied respectively.  Please remember to save your changes in the detail screen.

Your work queues have been updated and the new statuses will reflect in your Authorized or Denied work queues.

We have also added additional status to show where the No Pre-Certification response came from

• NPR – Payer
• NPR KB – Knowledge Base National Payer Rules
• NPR MyKB – Knowledge Base Local Rules

Added column “Auth notes” at insurance company level that shows up on “call payer”.  These notes can be added in the Insurance Master Configuration screen.  We are in the process of making this available under your admin functionality.

OrderSmart ICD10 Reminder
OrderSmart includes look up and entry for ICD9 & ICD10 codes while placing orders and/or checking for medical necessity. Final configuration to only allow ICD10 codes for dates of service of 10/1/15 or later is scheduled to take place on Friday, September 18th. If you DO NOT want the final ICD9 ICD10 configuration completed, please inform your Product Manager, Liz McCarrick liz.mccarrick@passporthealth.com or Ryan Howell ryan.howell@passporthealth.com.

OrderSmart
Account Number Entry:
Added Account Number validation functionality at Facility level configuration. The validity conditions are Field length, Rule for content and display error message.

Past Dates of Service Entry:
Added user confirmation dialog box upon selection of past Scheduled or To be scheduled Date of Service in the following screens: Fax indexing, Verification screen Scheduling tab, Workqueue right click Schedule Info menu, and Date of service column Scheduling pop up.

Physician Modify e-sign Delegation
Added ability to add and modify e-sign delegation agreement and staff selection in Update Physician Details page for Physicians and physician office Admins.

Order Alert Popup Fix
Added ability to print the Order Alert popup without screen background.

Workqueue
Resolved issue in showing blank Service Type and Patient Class in work queue columns after disassociating an order.

FaxSmart
Physician Daily Fax Summary Report – Individual Physician Configuration:
Added ability to configure individual physicians to receive the daily fax summary report in Update Physician Details page. Note: If Physician is associated with an office, a report will be sent to office and to the individual physician.

Verbiage Update For Fax Transcribe
Modified the  “Fax Transcribe Successful” message to “Fax Indexing Successful”, “Fax Transcribe Failure” message to “Fax Indexing Failure”, “Fax Transcribed Date” filter, column name changed to “Fax Indexed Date”, Fax link tool tip “Click to Transcribe” changed to “Click to Index”.

Patient Document Selection – Trash Document
Resolved issue to restrict the selection of trash document from patient document section in Fax Indexing.

Others Viewing Message Fix
Fixed issue with not displaying “Others viewing” icon in fax split flow.

Results Document Type
Added icon for the super type document “Results” when receiving interfaced results documents.

Added Radiology Results, Lab Results, Microbiology Results, Blood Bank Results, and Pathology Results document types under the newly created Results super type document.

Sept 8, 2015 – Update
The OSM ICD10 deployment is being postponed until Tuesday Sept. 15, 2015.

Sept. 4, 2015 – New functionality has been developed within OrderSmart to meet the 10/1/15 requirements for capturing ICD10 codes. The system will search for and accept both ICD9 and ICD10 codes.  However, for Dates of Service prior to 10/1, the user is directed to select ICD9 codes and for appointments 10/1 and after, the user is directed to select ICD10 codes.

Existing ICD9 codes entered for post 10/1/2015 dates of service will need to be updated by users.  This applies to both creating an order and screening Medical Necessity as well
as ad hoc Medical Necessity checking within OrderSmart. Please see the attached client communication document for OrderSmart ICD10 lookup and translation.

Note: ICD10 codes will be added to OrderSmart Diagnosis lookup on Wednesday, September 9th.  If there are any questions, please contact your Account Manager.

OSM ICD10 Conversion Education_20150904 Final

OrderSmart – General
Added option for “Service Type” to mark as “default” in facility/facility group user’s preferences page.

• The default service type for the user will be shown in Fax Indexing and Place New Order pages.

Added a new Search filter as “Priority” in the Order Workqueue.

• Updated the priority column to show “Other” within the in WQ result along with the additional text.

Added support to show Patient Cell number and Home Phone number in the Default Requisition form; except for some users. Fixed an issue to allow editing Office staff user’s username by facility/facility group admin users. Added support for space in patient last/first name in patient search by “last, first” and “lastname, dob” searches. Modified the status of order source to ‘Facility’ from ‘Fax’ for the orders created from Workqueue right context menu ‘Create Order” link. Fixed issue in auto converting ICD9 to ICD10 codes added from worksheet in Place Order/MNC screens.

OrderSmart – Authorization Details Tab
Added support to show confirmation message for saving details in Scheduling Tab within Verification screen.

OrderSmart – Authorization Workqueues:
New column “Auth Status (from Order)”, added to show authorization request status entered by the users while placing the order from place order page.

Added new fields as Physician, DOS, Service Type, A/C# and Comment in Workqueue right context menu Associate Order pop-up header. Also, added “create order” button before associate button within the Associate order pop-up.

FaxSmart: Added mouse over popup on patient column in Fax WQ to show patient’s Name, DOB, Home &/ Cell phone numbers. Same information is also added as new WQ column “Patient Info”.

Added support to retain selected patient/physician for documents selected as “Trash” while splitting.

• Removed the alerts “Would you like select patient/physician Here.” on click of patient/physician selection for ‘Yes’ option in split page.
• Fax Transcribed date moved to Fax document level from case document level.
• Fax Transcribed date will available for all indexed documents.
• Added functionality to take the user to fax indexing page after undoing a trash document. System will alert “Would you like to index this document?” after undoing a trash document. If selected OK, user will be taken to fax indexing page.

Added support to print Fax-Indexing Details.

• At top of the page before the History icon, provided two Print Icons. One for Fax Index-details with fax documents and other for the Fax-Indexing details only.

FaxSmart – Place Order: Scheduled Date of Service confirmation dialog box for office users is limited to selection of Scheduled/Date of Service.

• Removed the duplicate pop-up upon selection of “scheduled.”

OrderSmart
Document viewing:

• When Users select a document to view, the image will always display in the front of all open windows.

Authorization
Authorization Next Review Date:

• Next review date will be saved/active when an Authorized response is received. Added  workqueue search filter and  Column as “Auth Next Review Date

FaxSmart
Pre-authorization fax submission and confirmation details.

• Added the ability to display notes for Auth request submitted via the fax number and to the name of the payer after sending a fax  through the Pre Auth.

Modified fax submission message icon.

• Icon changed from yellow warning to green check mark for the following:

1. Authorization form fax submission
2. MNC Tab, and Scheduling Tab
3. Fax Out fax submission. ( from Main Fax Menu)
4. Send Fax from Indexing

OrderSmart
ICD-9 to ICD-10 Conversion: Added “Can use ICD 9 codes” to facility group menu configuration.
–   Default will be enabled.
–   If enabled, user will not be prevented from saving order with ICD9 codes,
regardless of ICD10 effective date.

Added “ICD Translation Disabled” to facility group menu configuration.
–   If enabled, Auto translation to ICD10 will not be done, if date of service is on or
after 10/1/2015. User can translate using ‘ICD code click’ where users can click on
the ICD9 code from diagnosis list and see the translations display.

Authorization Details Tab:
–   Resolved data display of Date of Service in Authorization Tab and “Service Date”
field relabeled to “Date of Service”.
–   If Fax Payer feature is enabled, new Authorization Form available for configuration
with button label for “Send Fax” changed to “Next”.

FaxSmart
Updating Physician:
If a physician is selected or changed after a case is created for fax documents, added support to populate the same physician to case and order if one exists.

OrderSmart
Demographic Save:
– Resolved demographic save issue for several users utilizing specific desktop and browser combination.
ICD-9 to ICD-10 Conversion:
– Added ability to enable/disable ICD-9 to ICD-10 conversion capability.
Workqueue:
– In work queue Patient last name search increased Character range to 100.
– Added ability to display Scheduling Notes in Scheduling tab..

FaxSmart
Workqueue:
– Added to History event log for fax document status Complete.

OrderSmart
Global, Patient, and Workqueue Search:

• Added the ability to search with “Special Characters,” “Hyphenated Names,” and “MRN with single decimal” in the Global Search, Patient Search, and Work Queue search.  Update – Now when searching, users need to eliminate the space following the comma and start of the first name. Should be “LastName,FirstName”.

Workqueue:

• Fixed an issue with Red Exclamation inconsistency in Work Queues and Authorization screens.
• Added auto refresh functionality for the Order’s Work Queue.

Physician Office User Initial Login:

• Added Individual User Agreement upon initial login for non-physician Staff. Configurable for client facility group level.
• Added the ability to select groups or individual users to delegate signature authority upon initial login and in change password pages for physician users. The list of users to select from are: Admins, Office Operators, and includes a checkbox to select all or individual users.

FaxSmart
Workqueue:

• Added auto refresh functionality for fax work queues if the Fax status is “new.”

Send Fax menu:

• Added the ability to select physician/physician office in the “To” field of the fax coversheet and prepopulates the Fax number field from the fax directory.

OrderSmart
Authorization Tab: For facility group users and facility users in Authorization panel.

• Added support to show 278 Requests/Responses.
• Now shows the 278 Request(s)/Response(s) Tab if the order source is Interface_278.
• Added the Download icon to view the message.
• Updates the Auth errors log. If error source is 278, now shows the Download icon in category column to view request message.

Reports: For facility group users and facility users, added calendar selection “From” and “To” on the Physician fax daily summary report.

• Added ability to print one week report. OSM will restrict the user if the date selection exceeds one week.

Reports: For facility group users and facility users, the following changes were made to the “Fax User Activity Report.”

• On the In Fax Indexing Sheet, added Document Type.
• On the In By User By Action Tab, added pivot table fields to include the ability to choose “Document Type.”

FaxSmart
For fax user’s:

• Added support to move the fax linked documents from “Inprocess” to “Complete.”
• Added a conformation alert to confirm whether or not to mark all linked documents as complete or not complete.

OrderSmart Physician eOrders portal, added a new user role: Physician office viewer for only viewing physician office orders, no delegation of order entry.

For all users using the MNC tab for ad hoc checks, added Date of Service above the Diagnosis code.

• The Date of Service will default to today’s date.  Also added the ability to select a date from the calendar.
• If the order’s Date of Service is before the mandated Oct 1, 2015, and the user has entered ICD 10 codes, OSM will prompt the user to only select ICD 9 codes.

For all users on the place order page, added a red asterisk next to all mandatory fields.

• For Scheduling Details and Authorization, the icon will be shown based on the facility configuration.

FaxSmart For fax Admin users, on the Configuration tab, and using Document configuration, added the option to Edit and deselect an “Active” checkbox, to inactivate the document type.

OrderSmart – FaxSmart Updates 07.02.2015

OrderSmart
For all users added support to display the scheduled date of service on the requisition form under “Date of Service” field.

For Admin users, improved configuration screens for Fax Document Type Content Selection to view enabled document types.

For all users, added support to show order expiration date in:
–              Requisition form, below Order Date
–              Authorization Tab, Service Information, below Reason for Request
–              Scheduling Tab, below Patient Class
–              Fax indexing below Patient Class
–              Orders Workqueue configure columns

For all users added support to populate scheduled date and time in Date/Time of service column in the workqueue.

FaxSmart
For fax users, resolved issue in redirecting to Fax split and faxDocumentIndexing from work queue.

Added ability to split fax documents after new fax indexing.

Added “Add Split” button in fax split page.

For fax users, added ability to copy fax document from indexing page.

OrderSmart
Improves presentation of the Daily Fax Summary Report. Also adds an alert on the “Send Fax” page from a Fax Payer when the facility doesn’t have out-going faxes enabled.

For facility group users and facility users, added “Departments” to the “Configuration” drop down. The Departments can be configured using the staff menu configuration screen.

For Facility group users and facility users, Added Auth Configuration tab to the Configuration dropdown to enable/disable individual authorization details selections on the Place order page. The Auth Configuration can be configured at staff menu configuration screen. Also moved configuration items to the new configuration screen:

– Authorization request details
– Minimum days required to get authorization
– Allows placing an order without Clinical History
(when the “Facility should get auth” option is selected)
– Allows placing an order when the auth is not possible

FaxSmart
Send Fax:
For fax users, added “Cancel” button in the Send fax menu tab.
– Upon Cancel the user will be navigated back to default home page.

OrderSmart: Ability to maintain an ICD translations audit log where any translations occur for a committed order. For all users, If the order’s Date of Service is before the mandated Oct 1, 2015 and the user has entered ICD 10 codes, OSM will prompt the user to only select ICD 9 codes.

FaxSmart: For Fax users, added label functionality to “Called” Fax number

OrderSmart Reports: For Facility users added “Orders User Activity Report” under Summary reports for Showing Account Status, Schedule Status, Order Source and Pivot table with Schedule Status and Order Source.

OrderSmart Authorization Tab: For all facility users the time stamps for Authorization Note. (Authorization Details pop up in Work Queue and Authorization Details More Information Section in verification screen) has been resolved and configured as per facility time-zone.

OrderSmart

Added ability to capture “Order Expiration date” in place order page for all users.

• Date of service should be either earlier or equal to order expiration date.
• Alert will display if the date of service is later than order expiration date.
• Added “Order Expiration Date” to available workqueue column.

For physician office users in place order page, Authorization Details dropdown, if “Facility should get authorization” is selected, added ability to capture “Clinical History”.

• If clinical history details are not entered or a document is not uploaded, an alert will display stating “Clinical history required. Please add to Additional Details section or upload “Clinical History” document”.
• Note: This functionality is configurable at facility level.

FaxSmart

Added ability to send outgoing fax transmissions “Send Fax” to the faxes menu.

• Facility selection dropdown will show on the top of the cover sheet form
• Fax Form information (Name, Fax), if configured, will be populated on facility selection.
• Ability to Attach Documents type of PDF, JPGE, BMP, PNG and GIF.

Added ability to send fax from Authorization Details – send Fax to Payer.
Added the following filter to the Workqueue Search Criteria

• “Submitted” filter added to Fax Status
•  Added Fax Submitted Date with Date Range selection

Added ability to view history of sent faxes by at least one of following work queue criteria

• Fax Status : “Submitted”
• Fax Submitted Date: Date Range

An alert display on clicking on out faxes in the workqueue results “Faxes sent out cannot be indexed”.
Added preselection of Document Type if there is only one fax document type configured for the facility.