6.2.1 Upgrade Page

 

 

For a detailed description of the different versions, click here.

 
6.2 is a major upgrade from 6.1.  This means there will be database changes done.  You will need to make sure EVERYONE IS LOGGED OUT before applying this release.  Then you should be the first to LOG IN.  Once the database changes are done, and you log in normally, then you can allow everyone else to log back in. 

The amount of time needed for the database changes depends on your database size.  We recommend doing the upgrade when your system is not needed (after hours or lunch breaks).

For a full description of the database upgrade process, click here.

 

 

VERSION 6.2.1-1103-0911  (Please click here for full installation instructions.)

 

Download File Size  Posted (Central) Changes
25.7 Mb 11/03/08 9:30am Full Change List

 

6.2.1.10 Changes

 

Screen Name Screen Number Change Description
Daily Balancing BL-36 The Daily Balancing Summary/Program report now reports by owning program when selected instead of providing program.
Private Insurance Ledger BL-81 A problem where a ledger was transferred with the inactive insurance policy record with the same ID Number as the active insurance policy record has been resolved.
Private Insurance Ledger BL-81 An auto-recalc has been removed from the Private Insurance Billing Ledger and Billing Detail and should speed up accessing the Private Insurance Ledger and viewing the Billing Detail.
Medicaid and Private Ledgers BL-66 BL-83 837 Professional Claim - Loop 2410 NTE segment (free form note) used to for pharmacy item description associated with NDC Numbers is now limited to 80 characters.
Payment Ledger Detail BL-102 A problem where a ledger returned to main ledger or client from Payment Ledger Detail without first removing the payment not completing the transaction has been corrected.
Encounter Processing EP-06 If an NDC Number is selected from the NDC Number list at encounter processing and the procedure has Pharmacy Inventory set up, only the item description and NDC Number from Pharmaceutical Inventory will be used to create loop 2410 NTE and LIN segments on 837 Professional Claims.
Pharmaceutical Inventory EP-49 When a Pharmacy Item Track ID quantity is 0.00, it will no longer show on the Pharmaceutical Inventory list at encounter processing.
Single and Multiple Lab Results Entry LS-12 LS-16 If a Test is entered that is before the Request Date, the user will be messaged when clicking Ok on Single or Multiple Lab Results Entry screens.
Aged Receivables SR-50 A problem where the Aged Receivables Report was picking up recoupments has been corrected

 

 

 

6.2.1.9 Changes

 

Screen Name Screen # Change Description
Billing Information CR-32 When a Medicare ID is entered on CR-37 when the client is checked in through Client Register, Billing Information is now refreshed and saves the Medicare ID
OS Client Visit Summary EP-29 User ID field has been expanded on the OS Encounter Detail print
OS Client Visit Summary EP-29 An Adobe error when printing an OS Encounter Detail with Client Specific data with a page return has been corrected
OS Client Visit Summary EP-29 There is a “Data Fix” that runs when a user accessed EP-29 that is correcting some previous data connected to the confirmation. This will reset the User Last Changed to the user accessing EP-29 when the fix runs and will show this user as Last Changed on the Encounter Detail report. This will only be the case for Client Visit Summaries over a month old and will not be an issue of summaries entered within the last month.
Immunization History IM-04 When a procedure has Multi-Antigen selected and one of the components is a Multi-Antigen, the system now looks at the Multi-Antigen Multi-Antigen for displaying in the Immunization Pods on Immunization History. This change has been made to accommodate entry of 2 lot numbers when one of the Multi-Antigen components is also a Multi-Antigen (DTaP-IPV-HIB).
Item Order Listing SM-164 A single order is now created when a user saves an order then clicks Ok after adding items instead of duplicate orders.
Immunization Specific Data IM-02 Route and Body Site selected on Immunization Data (IM-02), when entered from Nurse Encounter are now saving
System User Type Maint. SM-88 Changes have been made that now allow users with user right types to access Remote Activity File Administrator
ND HL7 Registry Interface   Changes have been made for the ND Immunization Registry interface.

 

 

6.2.1.8 Changes

 

Message user if they use semi-colons in procedure description.
Service description were getting multi-antigen component descriptions.
HL7 Registry Updated Date not being set/displayed on manual updates.

 

 

6.2.1.7 Changes

 

Billing

 

BL-02

A problem causing Non-pay reasons to not print on client billing statements has been corrected.

BL-02

Client Billing Statement - when a client’s guarantor address has only the address 2 line, the statement will now only print the address 2 line one time.

Client Register

 

CR-05

KS and ND Immunization Registry - the Update Registry button on Services now displays the last date the registry was updated with the client’s immunization record.

CR-41

Labels - when a Mailing label is printed for a client with only the address 2 line, the label will now only print the address 2 line one time.

IM-01

Immunization History Edit now displays a VIS Date if one is selected at encounter processing. If the procedure is a Multi-antigen, the VIS Form Date now displays under the Multi-Antigen Components section on IM-01.

Encounters

 

EP-05

Client Visit Record (CVR) - when clients are merged, CVR data will also be merged instead of only retaining data from the selected client.

EP-12

Nurse Encounter - changes have been made to not allow a nurse encounter user to process a nurse encounter with Provider #0000 - No Specific Provider.

EP-23

If a procedure is associated with Pharmaceutical Inventory and does not have “Use Lot Cost” selected.  The quantity set on the Pharmaceutical Inventory screen at encounter processing now carries over to Pre-Commit.

EP-29

Omaha System - when clients are merged, Omaha System Visit Summaries will also be merged instead of only retaining data from the selected client.

EP-29

An issue with displaying all Client Specific Data when an Omaha System problem and target is selected has been resolved.

EP-40

Clinical Data Forms - when clients are merged, Clinical Data Forms will also be merged instead of only retaining data from the selected client.

EP-40

A problem where Clinical Data Forms printing elements printed twice has been corrected.

IM-02

A check-box VIS Given to Client (VIS date) has been added to the Immunization Specific Data screen. This check-box will be active if the procedure maintenance record has a VIS date entered or if Multi-Antigen components have a VIS date entered. When this is selected the VIS Date will show on the Immunization History Edit (IM-01). If a VIS Date is on the Procedure or Multi-Antigen components, and the user does not select the check-box, they will receive a message validating their decision to not select the check-box.

Omaha System

 

EP-28

If a client had a lot of Omaha System Problems data in one field, the user received the error “bfx: Field too large for a data item. Try to increase -x. (42)”. Programming has been changed to allow for this.

Pharmacy Inventory

 

SM-157

An issue with an error associated with the deletion of Pharmaceutical Items at one location has been resolved.

System Maintenance

 

SM-42

Procedure Maintenance now has a VIS Date field. When a date is entered into this field and the user selects the VIS Form Given to Client check-box on Immunization Specific Data (IM-02) when the encounter is processed, the VIS date will show on the Immunization History Edit (IM-01) screen.

SM-42

Procedure Maintenance now has check-boxes for Do Not Bill NDC MD, MR, PI. This is for use with Pharmaceutical Inventory. If you do not want the NDC numbers from Pharmaceutical Inventory to be included on billing for this procedure and a specific payer, select the appropriate check-box.

SM-144

KIR Batch IM Registry (Import/Export Menu, Kansas Specific Programs) - changes have been made to the batch export. Birthdate Range has been added and Last 7 days changed to Last Registry Update Was Before.

 

6.2.1.6 Changes

 

Billing

BL-02

You can now ledger transfer to inactive Medicaid ID numbers.

BL-36

When the Daily Balancing Summary print is run for a specific user with option for adjustments report, it only shows adjustments made by the user the report is run for.

BL-66

Changes have been made to the ANSI837 Institutional for Mendocino County to include additional NTE segments for remarks on drugs and supplies. The format Remarks DISPLAY as under Claim Note now has line breaks after the semi-colon to make the format easier to view. The claim now includes a segment in the rendering provider loop that includes the nursing license number.

BL-81

Some changes have been made to resolve an issue with creating billings on the Private Insurance Ledger not releasing records properly and affecting checks being posted on a separate billing ledger at the same time.

BL-83

Private Insurance Billing now picks up the principal provider that is selected on the Encounter Detail (EP-01) under Principals.

BL-108

Return to Client Ledger (BL-108) now picks up active Medicaid ID numbers correctly.

Client Register

CR-02

Client Alert Information (CR-21) has been updated and some issues with printing alerts have been corrected.

CR-05

Services – Registry Recommender button has been removed. Receiving recommendations from the KS Immunization Registry since recommendations are included on the registry query screen.

CR-06

A problem where user rights were not being checked after exiting a client record back to the Client Register List (CR-06) has been corrected.

CR-20

Bad Address is not deselecting on new address record when it is added.

IM-02

The error “Entry 6 is outside the range of list” when an immunization history record was edited and the user clicked Program Specific Data has been corrected.

IM-02

Vaccine Inventory recalculation now runs when Program Specific Data is edited and double-dose selected.

EP-40

The ability to delete Clinical Data Form data has been added to the Actions drop-down on EP-40.

EP-40

A problem with Clinical Data Forms print duplicating data elements when the form is active in more than one program has been corrected.

EP-41

Clinical Data Form Elements (EP-41) print now includes element data when printed after it has been saved.
EP-41 Numerical values have been added to the combo box for data entry on the following Clinical Data Forms for Pregnancy Crisis Center: WISHSC (STD Stages of Change), WISHSS (STD Social Support Questions)

Encounters – Roster Clinic

AS-24

Roster Clinic now automatically recalculates doses for the selected lot number in Vaccine Inventory when the roster clinic encounter is processed.

Pharmacy Inventory

SM-157

Some issues with deletion of Pharmaceutical Items have been resolved.

Reporting

SM-149

Some changes have been made to Clinical Data Forms Query to correct an issue with LOGICAL data element (Yes/No) not reporting correctly.

SR-199

Clinical Data Forms Query option to select elements for printing data on the report now limits the combo for selecting Clinical Data Form elements to only show forms that have been activated in the system.

System Maintenance – Clinical Data Forms

SM-130

Clinical Data Elements Listing Pregnancy Crisis Center – the following changes elements have been added and changes made to WISHSI Clinical Data Form:

 

Spiritual Conversation Y/N, Share the Evangicube story Y/N

 

ASK has been removed from the description for elements 002, 006, 007, 008, 009, 010

 

COMPLETE has been removed from the description for elements 004, 005

 

DISCUSS on element 003 has been changed to Discuss

SM-130

Clinical Data Elements Listing Pregnancy Crisis Center – the following forms have changes:

 

OUTCOM Current Pregnancy Outcome combo now has option for Change to Carry

 

PCCTP - FOB present at pregnancy test? Y/N has been added

SM-130

A new Clinical Data form has been added for Pregnancy Crisis Center - Ultra Sound (USOUND) with elements Client Decision (carry, adoption, undecided, parent) and Nurse Assessment, (user defined combo field)

 

6.2.1.5 Changes

 

Encounter Processing  
EP-06 Checking Omaha System number of allowable un-confirmed encounters.

 

 

6.2.1.4 Changes

 

Encounter Processing  
EP-06 Error No Svc record available error when processing a Medicare Split procedure on an encounter has been corrected.
EP-06 Entry 6 Outside Range of List error when NDC number is selected for a procedure not owned by IM program has been corrected.
Immunization Specific Data  
IM-01 Fields for Body Site and Route have been added to Immunization Specific Data,
IM-02 Immunization History and Pharmaceutical Inventory screens. These fields will be used EP-49 with the North Dakota HL7 Immunization Registry exchange Only.
Lab (Sedgwick County)
  Abnormal flag now ignores leading zeros on result values when comparing to procedure normal values at the time the result was entered.
Omaha System  
EP-29 Overlapping problem when there are no signs/sympsoms on print of OS Visit Summary print has been corrected.
EP-29 Changes have been made to OS Client Visit Summary confirmation.
EP-29 Deletion of unconfirmed Omaha System Problems is now limited to the user creating the record.
EP-29 OS Client Visit Summary print now includes User ID, Date/Time the record was created and User ID, Date/Time the record was last changed.
GN-09 There is now a System Preference to set the number of unconfirmed visit summaries users are limited to.
Pharmaceutical Inventory  
BL-02 A problem with charge and adjustment on a billing ledger created when pharmaceutical Item was using lot cost and sliding fee scale has been corrected.
EP-49 Quantity now clears after setting quantity for one NDC/Lot combination when a different NDC/Lot combination is selected.
SM-155 Supplier address displaying on supplier records with blank address records has been corrected.
SM-167 Pharmaceutical Inventory - there was a problem in recalculation that was incorrectly increasing the on-hand quantity when a transfer was made that has been fixed.
Program Enrollment  
CR-30 Programs Enrolled in now shows the program description

 

6.2.1.3 Changes

Pharmacy  
  Added ability to delete a problem on an unconfirmed visit.
  Changed confirmation process
  OS Visit Detail Report changed format, and also now uses PDF printing.

 

 

 

6.2.1.2 Changes

Lab  
Lab Report Lab results that were decimal values with leading 0 were not matching normal range values with no leading 0.
PDF Print Error when printing to PDF forms.

 

 

6.2.1.1 Changes

Encounters  
Encounter Processing Error message when committing services.

 

 

6.2.1.0 Changes

Pharmacy  
Pharmacy New Pharmaceuticals Module

 

 

Release Changes (6.1.8)

 

 

6.1.8.15 Changes

Lab System  
Lab Report Split Test and Results to separate lines.  Also, worked out comments.
Lab Test Results Comments were being overwritten by default comment field on save of results.

 

6.1.8.14 Changes

Lab System  
Lab Report Print Test Comments, as well as result comments.
Lab Tests Performed Not showing Stored tests.
Encounter Processing  
IM-02 Source Column now allows more than one character.
Billing  
BL-70 Print Button on recoupments reworked.
CMS-1500 Block 12 not printing
BL-116 Print Button added to Overpayments/Refunds

 

 

6.1.8.12 Changes

Lab System  
Lab Report Added "asterisk" to indicate abnormal results
  Added comments to report
  Auto fix that checks for unlinked batch tests.
Labels  
Mailing If P.O. Box was only address, then it printed it twice.

 

 

6.1.8.11 Changes

HL7 Registry  
Preferences Added a preference to set the time-out period when contacting state registry.  (Default is 60 seconds)
Trans Codes Added "Active" flag to browser to show inactive codes for translating old values.
General  
Data Auto fix that clears date and time stamp from ethnic origin field on client records.
Client Register  
CR-06 Sped up balance calculation because clients with several hundred services slowing system down.
Inventory  
Lot Detail Transaction Date was no longer defaulting today's date.

 

6.1.8.10 Changes

Lab  
Lab System Several lab changes including the order of services on Batches and "completed" tests not having results.

 

6.1.8.9 Changes

Billing  
Client Statements Query not working correctly
Lab  
Lab Report Asterisk on lab results out of range

 

6.1.8.8 Changes

Lab  
Lab Report Source (clinic) was displaying incorrect clinic description when multiple clinics had the same code, and different programs.
Pending Tests Same as Lab Report
LS-08 Could not edit Results from here.
LS-08 Reworked query process in order to speed up screen.
LS-16 Ok was getting message of no results even when DNR was chosen.
BL-11 Added "Recalculate All Billings" menu option.  (This process will take a LONG time, so only run if needed)
GN-09 Added preference to set age of Temp files to delete on login during clean up.  System-wide setting.
HL7 Update Added mailing address to current address reporting field. (For testing at Jefferson County)
CR-37 Added preference for printing alternate IDs on client verification print.
IM-04 Immunization History Print was not displaying imported procedures.

 

 

6.1.8.7 Changes

Billing  
BL-50 Changes have been made for the option of printing client statements by program.
BL-50 Client Billing Statement trigger screen has been reworded and the option to print credit statements now appears as a separate option, Print Only Credit Balance Statements. This option is not to be used in conjunction with other statement option and with this selected, statements will only print if the client account has a balance and there is a miscellaneous credit on the account that, when applied, would result in a credit balance. For a list of client accounts that have no balance and a miscellaneous credit, the Miscellaneous Credit Listing report can be printed.
BL-84 An issue where View Procedure Detail was resorting claims on Billing Detail screens has been resolved.
BL-84 Column header sort is now available on the Private Insurance Billing Detail only.
BL-102 An issue with recouping paid $1 VFC service ledgers has been corrected.
BL-102 A problem with overpayments posting on both Medicare Procedure Split ledger records as been corrected.
Client Register  
CR-06 There is now a column to display Generation (Suffix) on the Client Register Listing. Generation will continue to display after the client name in the Name column on CR-06 as well.
CR-21 Some issues with displaying client alerts and deactivated alerts have been corrected.
CR-23 Client Name Suffix location on Client Information has changed and it is now a combo box field labeled Generation. There is a Data Cleanup and Reporting, Verify and Clean Data option to change existing data to the default table and will generate a report showing data in the field that does not match the default table.
EP-42 Entered User ID, Date and Time and Last Changed User ID, Date and Time now display on Confirmation of Clinical Data Form and print at the top of the Clinical Data Form print out.
IM-04 KS - Immunizations imported from the Kansas Immunization Registry are now color coded. KS - Immunization Registry export now includes Address 2 in the same segment as Address 1
IM-04 KS - HPV and Rotavirus have been added to the KCI form. Please edit Immunization Pods and select the appropriate KCI/KIR Pod for printing on the form.
IM-04 KS - Pink Card now prints only the most recent 6 immunizations selected to print into Other on the KCI/KIR.
IM-04 KS - Consent Form now prints days on patient’s age.
Encounters  
EP-23 Encounter Pre-commit now displays total charges at the bottom of the screen.
Hot Keys  
BN-03 Quick Fee Worksheet has been reworked.
Lab Services  
E-Lab Sedgwick County Only - Major changes have been made to the Lab Module for processing laboratory tests, results and lab reports and a fix has been added to Data Cleanup and Reporting, Verify and Clean Data to set the Test Date in the Reported Date field for test results where a lab report has not been printed.
Reporting  
SM-148 The List of Clinical Data Forms to select from when constructing Clinical Data Form Queries is now limited to only those that have been activated in the system.
SR-144 Pending Lab Tests (Sedgwick) - new report to show lab tests where results have not been entered.
System Maintenance  
SM-52 Procedure Maintenance, Medicaid/Medicare Time Frames - deletion of closed effective date can now be deleted without waiting for a specific period of time. Note: use caution - only delete effective dates if correcting an error.
SM-88 System Maintenance, Import/Export Menu is now a separate section level of access in User Type Maintenance. Please edit user types that need access to this function and select the check-box.
SM-121 KS - Immunization Registry - Import/Export Menu/Edit Extract Type Values now has the ability to limit CVX codes that are imported from the KS Immunization Registry. Edit the code you do not want to import to PHClinic and select the “Do Not Import this Code” check-box.
SM-129 A new Clinical Data Form “Known Outcomes” has been added.
SM-129 New Element on HB Mother’s Information - Receiving prenatal care upon enrollment into the program Y/N. Edit Clinical Data Form in Tables menu to activate element and update clients to the current version.
SM-129 New Elements on HB Mother Interconceptional - Smoking Reduced during Interconceptional Period Y/N, Illicit Drugs Reduced during Interconceptional Period Y/N, Alcohol Reduced during Interconceptional Period Y/N. Edit Clinical Data Form in Tables menu to activate elements and update clients to the current version.
SM-129 Element previously removed added back to HB Infant Screening - Prenatal Alcohol Exposure. Edit Clinical Data Form in Tables menu to activate element and update clients to the current version.
SM-129 Utah BYB Clinical Data Form had new amount to add per family member ($399) - please edit the form on SM-129 and click Ok to activate the change.

 

6.1.8.6 Changes
Alerts Alerts browser was having the same issue with blank program inactive alerts. 
HL7 Import Registry import flag interfering with colors on pod screen.
Medicaid Number Adding new Medicaid number getting error message.
Clinical DAta BYB Clinical Data Income levels changed.

 

6.1.8.5 Changes
Alerts A change to the program specific Alerts screens was not showing blank program alerts.
Registry Import Flag services that are created by importing from the registry.

 

 

6.1.8.2 Changes
Billing  
BL-102 A problem with overpayments posted on Medicare procedure splits doubling has been corrected.
Client Register  
EP-41 BYB - Utah Clinical Data Form front side of application form now prints the most current family address.
EP-41 Ann issue where a Clinical Data Form does not display on EP-41 when clients have been upgraded to the current form on SM-129 and the same form is used in more than one program with multiple versions has been corrected. Note: forms with this issued need to be upgraded to the current version after the release has been applied.
CR-02 A problem where Client Alerts was not checking user rights for program access has been corrected.
Encounters  
EP-40 Changes have been made to printing of Clinical Data Forms from EP-40 and EP-41.
Hot Keys  
GN-03 Quick Fee Worksheet has been reworked and a problem where it was not showing recently added sliding fee scale breaks has been fixed.
Preferences  
GN-09 Defaults for 2008 Poverty Guidelines have been added and will default when adding new sliding fee scales.
GN-09 A User Setting has been added to Start in Client Last Name field. When selected on Add of a client the cursor will start in the last name field instead of the SSN field.
Reporting  
SR-58 Enhancements have been made to Appointment Status report, detail version.
SR-102 Services Provided Listing now has a provider column and option on the trigger screen to run by provider.
System Maintenance  
SM-32 Procedure Maintenance procedure code changes now has a check to change the procedure code in Roster Clinic encounters.
SM-52 Medicare/Medicaid/Private - Time frames can be deleted after they are closed instead of 90 days after they are closed.
SM-107 Data Cleanup and Reporting, Verify and Clean Data, Find Mismatched Ledger Transfer/Reimbursement amounts - now has the option to run over the Medicare ledger, however it will not fix procedures that have Medicare Splits set up.
SM-129 Pregnancy Crisis Center WISH Clinical Data Forms have been added to the system.

 

 

 

INSTRUCTIONS

Click on the link to the file.  When you get the option to download or save the file to disk, you may choose either option.  If you choose to save the file to disk, remember where you saved it, and using Windows Explorer, find the file, and run it by double-clicking it.

If you have any problems upgrading, please call Tech Support at 1-877-905-4747 (toll free).