August 2023 Release Notes
Platform Release Notes: August 2023. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.
August Releases:
Added Organization Member Permissions Templates
Healthie now allows for organization admins to apply Permissions Templates when either adding a new organization member or applying permissions for organization members.
Only admin users can select and apply Permissions Templates. Other org members do not have the ability to create, edit, or apply Permissions Templates.
Learn more here.
Added Insurance Billing Automations
We are currently launching and beta testing new functionality that will streamline insurance billing processes by automating several administrative tasks, including:
- Setting a Fee/Price for CPT Codes [Beta Test]: Setting prices for in-use CPT codes in order to customize and streamline pricing across your organization.
- Linking CPT codes with Appointment Types [Beta Test]: Enabling providers/organizations to list a CPT code with any appointment type, resulting in a CPT code automatically being added to a charting note for an appointment, or a CPT code automatically being added to a CMS 1500 for an appointment.
- Automatically creating a CMS 1500 after an Appointment [Beta Test]: Populating more information into a CMS 1500 form including Render Provider information and Billing items. Streamlining the creation of CMS 1500s for administrators to gain the ability to define exactly how much of the insurance process they want to automate.
- Automatically submitting a CMS 1500 to a Clearinghouse [Beta Test]: Automatically queuing created CMS 1500s to be sent at the end of the week to a specific clearinghouse (i.e. Change Healthcare, Candid Health, Office Ally).
- Disabling auto-submission of CMS 1500s for Individual Client or Client Groups [Beta Test]: Allowing providers or organization admins to adjust settings and disable auto-submission of CMS 1500s for individual clients or Client Groups even when “Automatically submit CMS 1500” settings are enabled for their organization.
Updating Zus Components to Singular MegaZap (Zus Aggregated Profile) Component
We are excited to announce a single MegaZap (Zus Aggregated Profile) component that contains all of your clients' available data in one spot. MegaZap will be visible when you navigate to Clients (left navigation sidebar) > Client Name > Overview tab. Please scroll down until you find the "Outside Records Powered by Zus" section.
Zus MegaZap will allow Healthie customers access to more Zus Data, as this aggregate patient profile will now contain items such as a historical timeline for the patient, documents, immunizations, lab data, and more. MegaZap will also act as a single, consolidated space in which to seek all external records, as opposed to sifting through multiple components.
Learn more about the Zus and Healthie integration here.
API & SDK Updates
All features added this month are also available directly via the API. In addition, we will be adding to this section new functionality and updates you can share with your team.
- Added archived_at field to User query
- We have added the ability to assess and identify when a patient has churned. The API previously had a column for determining archive/inactive status, but no column for date of the patient being archived/inactivated. We have now added a date and time stamp in the patient object that references when the patient was archived.
- Added sort_by description to intakeFlow query
- Added Appointment status last changed by user ID field
- We have added the ability to pull the ID of the user who last changed the status of an appointment.
- Added start_datetime and end_datetime parameters to chartingItems queries.
- We have added the ability to allow this query to limit the returned items to those created within the time band of the submitted date and the current date.
- Added completed_by_id field and User ID to Tasks table. Added completed_by_id parameter to updateTask, createTask, and TaskType.
- We have added the ability to indicate who has marked a given task as complete within the Healthie Tasks feature.
Additional Updates
- Minor bug fixes.
- Previously, when an appointment was edited by a provider in the parent organization and the provider on the appointment was a provider of a sub-organization, we would replace the provider on the appointment with the provider of the parent organization. Now, we are only allowing for the provider on the appointment to be updated when explicitly done so. Editing other attributes of the appointment will not change the provider listed.
- Google Fit will now sync all allowed metrics (e.g. step count, sleep, heart rate, etc.) immediately after a user connects and open authorizes their Google Fit. OAuth 2.0 is a standard designed to allow a website or application such as Healthie to access resources hosted by other web apps on behalf of an application user.
- We have added the ability to support multiple Single Sign On (SSO) connections per patient or clinical staff member to support customers who wish to have multiple Identity Providers (IDPs).