Patient Administration 24.1.9 (September 30, 2024)

The following solution changes are available with this release.

Solution Change	Description and UI Impact	Reference Materials	Validation Guidelines	Implementationa and Maintenance Impact
AWREG-34849	When you add insurance by related parties, the patient's existing policy is no longer provided as an option. UI Impact: Visual Only	None	Verify that when you add insurance by related parties, the patient's existing policy is no longer provided as an option.	No implementation impact. No maintenance impact.
AWREG-39381	When you are managing appointments, status badges now are displayed correctly. UI Impact: Visual Only	Non	Verify that when you are managing appointments, status badges are displayed correctly.	No implementation impact. No maintenance impact.
AWREG-40867	Patients now can perform self check in successfully and no error is displayed. UI Impact: Visual Only	None	Verify that an error is not displayed when a patient performs self check in.	No implementation impact. No maintenance impact.
AWREG-31827	When you create an appointment, the JAWS screen reader now reads the appointment time options correctly. UI Impact: Visual Only	None	Verify that the appointment time options are read correctly by the screen reader when you add a new appointment.	No implementation impact. No maintenance impact.
AWREG-28535	An authorization error is no longer displayed when you schedule an appointment. UI Impact: Visual Only	None	Verify that you can successfully schedule an appointment.	No implementation impact. No maintenance impact.
AWREG-37063	After applied benefits have been saved to an encounter, an error is no longer displayed when you open eligibility details and attempt to add another benefit. UI Impact: Visual Only	None	Verify that you can add additional benefits after applied benefits have been saved to the encounter.	No implementation impact. No maintenance impact.
AWREG-36777	You now can begin a new MSP Questionnaire successfully. UI Impact: Visual Only	None	Verify that the MSPQ workflow functions as expected.	No implementation impact. No maintenance impact.
AWREG-39783	Errors are no longer displayed when you work with insurance plans. UI Impact: Visual Only	None	Verify that when you work with insurance plans, the system functions as expected.	No implementation impact. No maintenance impact.
AWREG-38637	You now can successfully work with resource blocks. UI Impact: Visual Only	None	Verify that errors are not displayed when you work with resource blocks.	No implementation impact. No maintenance impact.
AWREG-39665	When slot suggestions are generated, system performance issues are no longer experienced. UI Impact: Visual Only	None	Verify that the system functions as expected when slot suggestions are generated.	No implementation impact. No maintenance impact.
AWREG-34006	You now cannot check in an appointment without an associated encounter. UI Impact: Workflow (Automatic)	Check In an Appointment	Verify that an encounter must be associated with an appointment before the appointment can be checked in.	No implementation impact. No maintenance impact.
AWREG-37144	Redundant entries no longer are displayed in appointment history. UI Impact: Visual Only	None	Verify that duplicate entries are no longer displayed in the appointment history.	No implementation impact. No maintenance impact.
AWREG-37578	When using the calendar view for rescheduling, the system now provides the original appointment so that the time is available for the resource. UI Impact: Visual Only	None	Verify that when you use the calendar view to reschedule, the original appointment now is displayed so that the time is available for the resource.	No implementation impact. No maintenance impact.
AWREG-41571	You now can successfully add a block to a resource schedule. UI Impact: Visual Only	None	Verify that the system is not unresponsive when you add a block to a resource schedule.	No implementation impact. No maintenance impact.
AWREG-41353	When you allocate an insurance policy at check in, the policy is displayed correctly in the associated encounter. UI Impact: Visual Only	None	Verify that allocated policies are not deallocated when you view the encounter.	No implementation impact. No maintenance impact.
AWREG-35856	When you convert a person to a patient, the Sequence Insurance button is no longer enabled when only one insurance policy is allocated. UI Impact: Visual Only	None	Verify that you can no longer select Sequence Insurance when converting a person to a patient and only one policy is present.	No implementation impact. No maintenance impact.
AWREG-35640	The Schedule button is now disabled until a location and time is selected. UI Impact: Visual Only	None	Verify that the Schedule button is disabled when you have not selected a location and time.	No implementation impact. No maintenance impact.
AWREG-40752	Persons and encounters now are correctly updated based on user actions and responses. UI Impact: Visual Only	None	Verify that when you select an action, associated person and encounter records are updated appropriately.	No implementation impact. No maintenance impact.
AWREG-41648	An error is no longer displayed when you attempt to add a benefit. UI Impact: Visual Only	None	Verify that you can now add benefits successfully.	No implementation impact. No maintenance impact.
AWREG-32354	You now can view dates and times in a particular location's time zone so that the correct date and time are provided to the patient. UI Impact: Visual Only	None	Verify that correct date and time values as related to a location's time zone are displayed in the UI.	No implementation impact. No maintenance impact.
AWREG-42008	The patient name search label is now updated to read Name. UI Impact: Visual Only	None	Verify that the label in the patient name search box now reads Name.	No implementation impact. No maintenance impact.
AWREG-41698	Slots now are correctly displayed in the manual scheduling calendar. UI Impact: Visual Only	None	Verify that when you use the manual scheduling workflow, slots are correctly displayed.	No implementation impact. No maintenance impact.
AWREG-42468	When a patient performs a self check in, the email confirmation is now successfully received. UI Impact: Visual Only	None	Verify that patients receive email confirmations when they perform a self check in.	No implementation impact. No maintenance impact.
AWREG-42432	You now can successfully edit a patient's insurance information. UI Impact: Visual Only	None	Verify that an error is no longer displayed when you edit insurance information.	No implementation impact. No maintenance impact.
AWREG-42351	You now can successfully save after editing encounter details. UI Impact: Visual Only	None	Verify that an error is no longer displayed when you attempt to edit encounter details.	No implementation impact. No maintenance impact.
AWREG-42051	When you close the appointment cancellation workflow, the appointment details now are displayed on the dashboard. UI Impact: Visual Only	None	Verify that the appointment details now are displayed on the dashboard when you close the appointment cancellation workflow.	No implementation impact. No maintenance impact.
AWREG-35379	Uploaded documents now are displayed in the patient record. UI Impact: Visual Only	None	Verify that uploaded documents are correctly displayed in the patient record.	No implementation impact. No maintenance impact.
AWREG-34467	You now can save the Manage Encounter workflow after you complete the MSPQ. UI Impact: Visual Only	None	Verify that an error is no longer displayed when you save the Manage Encounter workflow after completing the MSPQ.	No implementation impact. No maintenance impact.
AWREG-34151	You now can add and edit health plans at the person and encounter level. UI Impact: Workflow (Automatic)	Manage Financial Responsibility at the Encounter Level Manage Financial Responsibility at the Person Level	Verify that you can add and edit health plans successfully.	No implementation impact. No maintenance impact.
AWREG-31875	When you retrieve a resource schedule using the calendar, the screen reader now correctly describes the resource schedule. UI Impact: Visual Only	None	Verify that the JAWS screen reader correctly describes the resource schedule when you open it through the calendar.	No implementation impact. No maintenance impact.
AWREG-42890	The time bar in Patient Tracker now refreshes every minute. UI Impact: Visual Only	None	Verify that the time bar in Patient Tracker refreshes every minute rather than every second.	No implementation impact. No maintenance impact.
AWREG-42897	The side panel in the manual schedule workflow now correctly displays the resource name. UI Impact: Visual Only	None	Verify that the resource name is displayed on the side panel of the manual schedule workflow.	No implementation impact. No maintenance impact.
AWREG-42818	The patient ID now is displayed in the self-registration header. UI Impact: Visual Only	None	Verify that the patient ID is displayed in the self-registration header.	No implementation impact. No maintenance impact.
AWREG-42376	The appointment history screen now loads as expected. UI Impact: Visual Only	None	Verify that the appointment history screen now loads correctly and quickly.	No implementation impact. No maintenance impact.
AWREG-41183	The system no longer times out when generating a list of provider appointments. UI Impact: Visual Only	None	Verify that the system successfully generates a provider appointment list.	No implementation impact. No maintenance impact.
AWREG-41316	Resource names now are consistently formatted throughout the scheduling workflow. UI Impact: Visual Only	None	Verify that, in the scheduling workflow, resource names are displayed in a First Name Last Name, Credential format.	No implementation impact. No maintenance impact.
AWREG-42980	You now can create a new patient successfully. UI Impact: Visual Only	None	Verify that an error is no longer displayed when you attempt to create a new patient.	No implementation impact. No maintenance impact.
AWREG-42988	You now can successfully add insurance to an existing patient. UI Impact: Visual Only	None	Verify that an error is no longer displayed when you attempt to add insurance to an existing patient.	No implementation impact. No maintenance impact.
AWREG-39819	Drop-down lists on the demographics page now have improved spacing to aid in correct selection. UI Impact: Visual Only	None	Verify that drop-down lists on the demographics page are clearly displayed and that you can easily make selections.	No implementation impact. No maintenance impact.
AWREG-39393	The MSPQ banner message is now displayed above the insurance list when the questionnaire needs to be completed. UI Impact: Visual Only	None	Verify that the MSPQ banner message is displayed when the questionnaire needs to be completed.	No implementation impact. No maintenance impact.
AWREG-35966	When you create a related person, the OK to SMS option now is displayed on their demographics page. UI Impact: Visual Only	None	Verify that when you create a related person, the OK to SMS checkbox is displayed on their demographics page.	No implementation impact. No maintenance impact.
AWREG-43415	When you convert a person to a patient, the phrase middlename is no longer displayed as the patient's preferred and middle name. UI Impact: Visual Only	None	Verify that when you convert a person to a patient, the patient's preferred and middle name are not displayed as middlename.	No implementation impact. No maintenance impact.
AWREG-43394	A patient's insurance information is now automatically updated when you add new insurance. UI Impact: Visual Only	None	Verify that a patient's insurance information is automatically updated when you add new insurance.	No implementation impact. No maintenance impact.
AWREG-41988	Future appointments now are correctly canceled after you mark a patient as deceased. UI Impact: Visual Only	None	Verify that when you mark a patient as deceased, all future appointments are canceled.	No implementation impact. No maintenance impact.
AWREG-42108	You now can successfully modify, cancel, or reschedule an appointment. UI Impact: Visual Only	Cancel an Appointment Edit an Appointment Reschedule an Appointment	Verify that an error is not displayed when you attempt to modify, cancel, or reschedule an appointment.	No implementation impact. No maintenance impact.
AWREG-43044	Images now are correctly saved to the patient profile. UI Impact: Visual Only	None	Verify that when you upload a patient image, the image is correctly saved to the profile.	No implementation impact. No maintenance impact.
AWREG-43737	Patients no longer receive errors when attempting to open a link from an SMS message. UI Impact: Visual Only	None	Verify that patients can successfully open links from SMS document signature messages.	No implementation impact. No maintenance impact.
AWREG-43051	You can now successfully upload a patient's driver's license. UI Impact: Visual Only	None	Verify that an error is not displayed when you attempt to upload a patient's driver's license.	No implementation impact. No maintenance impact.
AWREG-42154	Patients now can self register without an email address. UI Impact: Visual Only	None	Verify that an error is not displayed when patient's attempt to self register without an email.	No implementation impact. No maintenance impact.
AWREG-39452	When patients update their profile before their appointment using an email link, all tasks are labeled correctly. UI Impact: Visual Only	None	Verify that when patients update their profile, task 5 is correctly labeled as Add Primary Care Provider.	No implementation impact. No maintenance impact.
AWREG-37367	System performance is improved on the appointment scheduling page. UI Impact: Visual Only	None	Verify that when you select drop-down lists for appointment types, specialties, locations, and providers, the system performs as expected.	No implementation impact. No maintenance impact.
AWREG-35123	When you add insurance by payer/health plan, and other person is the subscriber, the subscriber is now correctly listed on the last page of the drawer flow. UI Impact: Visual Only	None	Verify that when you add insurance by payer/health plan, and other person is the subscriber, the subscriber is now correctly listed on the last page of the drawer flow.	No implementation impact. No maintenance impact.
AWREG-33587	When you view appointment history, the username now is displayed correctly. UI Impact: Visual Only	None	Verify that in appointment history, the username is displayed instead of the database ID.	No implementation impact. No maintenance impact.
AWREG-43707	When you select No SSN provided, the reason list now displays text values correctly. UI Impact: Visual Only	None	Verify that when you select No SSN provided, the reason list displays text values and not numerical values.	No implementation impact. No maintenance impact.
AWREG-43571	You now can successfully add a guarantor when modifying financial responsibility. UI Impact: Visual Only	None	Verify that an error is no longer displayed when you attempt to add a guarantor to a patient profile.	No implementation impact. No maintenance impact.