April 2024: Release Notes

Platform Release Notes: April 2024. 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.

Added Date Range Field for Date(s) of Service in a CMS 1500

In a standard, print CMS 1500 you can have a Date(s) of Service range for a Procedure Code. In order to better accommodate Organizations who have bundled weekly case rates, and need the ability to have a Date Range applied to each Procedure Code, we have added the ability to add a Date Range for Date(s) of Service in CMS 1500s.

In order to select a Date Range for your Date(s) of Service, select "Date Range" within the "Date of Service" dropdown menu. You will then see the following view.

Learn more about Healthie Claim Forms: Billing Items and Modifier Codes here.

Added Ability to Set Package Purchase Cap for Patients

We have now added the ability to allow Organizations who sell Packages to set a limit for how many times a Package can be purchased by patients. This functionality helps Organizations better manage their Package "inventory."

Previously, Organizations had to manually check how many Packages were sold, and if more Packages were purchased than were demanded by patients, Organizations would often have to retroactively refund their patients. Patients are now able to see when a Package is sold out, and as a result, they will not be able to purchase the Package.

Learn more about Client Packages here.

DoseSpot’s ePA Network has Expanded - Welcoming CoverMyMeds!

Electronic Prior Authorization (ePA) represents the next level in the evolution of prior authorization technologies. Unlike basic PA, which involves manual work often completed by medical assistants or other clinical staff, ePA is fully automated, integrating seamlessly with EHR/EMR systems to provide real-time authorization decisions. This means that as soon as a healthcare provider prescribes a treatment, the ePA system immediately checks for insurance coverage and authorization requirements, submitting a request if necessary, and rapidly returning a decision.

DoseSpot's ePA network has expanded as they will welcome CoverMyMeds, a leader in (ePA) solutions, to their integrated ePrescribing application.

On April 8, 2024, this feature will be live in the DoseSpot application production environment. If Healthie customers are interested in utilizing DoseSpot's expanded (ePA) network, no further action is needed, however, if you do NOT want the ePA network enabled for their application, you can Opt Out here.

See our DoseSpot expanded ePA network Info Sheet here.

Learn more about E-Rx and Healthie here.

Updates to DoseSpot: Identity Proofing Process (IDP)

Every provider being set up with access to E-Rx in Healthie will need to complete the DoseSpot agreements as well as the Identity Proofing (IDP) process.

NEW as of 3/31/24 - Facial recognition is now a part of identity verification. Please note that this process is only necessary for providers who have not yet completed IDP prior to 3/31/24. Facial recognition identification is an easier, more secure method to complete, and involves just a couple steps to take a photo of your identification (such as a driver's license or passport) and a selfie of your face. You will see a pop-up, IDP Facial Recognition, that will provide more information on completing the Experian Facial Recognition Process on your cell phone.

For providers to complete this process:

1. Log in to Healthie
2. Navigate to a client's profile
3. Scroll to the e-Prescriptions section
4. Click on the "Add and Manage Prescriptions" button
5. Accept the 3 Agreements on the first screen (if you have not done so already)
6. Click on the exclamation point (!) icon within that area and follow the prompts from there.

See the attached guide for more info: DoseSpot Facial Recognition Guide.

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.

• We have a misspelling in our API. We are changing the pharmacy  GraphQL query spelling, but will continue to support the misspelled pharamcy  query until Thursday, September 14, 2024. Subscribe to our ProductBoard portal link here for more updates.
• We have some deprecations to the GraphQL API.
  • Fields include:
    • In theupdateAppointments mutation:
      • join_all
      • repeat
      • repeat_interval
      • repeat_times
    • In the updateCarePlans mutation:
      • notify_client_by_email
• *Updates to our Webhooks API in early April 2024*.
  • Improved retry logic: If your service returns an error when we send a webhook to you, we will retry sending the webhook for up 3 days based on an exponential backoff. After retrying for up to 3 days, we will disable the webhook.
  • Email on failure: If your service continues to return an error, we will send an email notification to let you know after approximately 24 hours. Currently these failure emails will be sent to whoever created the webhook within your Organization.
  • Email on disable: If your service continues to return an error, we will disable the webhook after approximately 3 days. Currently these disable emails will be sent to whoever created the webhook within your Organization.
  • Better URL validation: We have better validations around the URL of the service that you specify. You will be notified sooner if your URL does not validate.
  • Signed payloads: We will send an HTTP header with an encoded signature that you can decode and inspect to know that the webhook that you received came from Healthie.
  • Thin payloads: When webhooks are sent for updates, we will include a 'changed_fields' property to the payload we send. This property will contain a list of fields that changed during the update.

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address these for those affected. If any of these issues persist, please let us know by contacting us at hello@gethealthie.com.

EHR

Charting:

• When providers unintentionally use Markdown Syntax, the Charting Note converts the notes/text to the formatting of the Markdown. As a result, we have removed the ability to add Markdown Syntax in Charting Notes.
• Resolved an issue to ensure that the "Newer Version Available" pop-up modal only appears when another provider has saved an update to a Charting Note, NOT when the provider that is currently working on the Charting Note has made an update.
• Made an update to the Client Profile navigation so that selecting "Save and Close" or "Back" user should be sent to the appropriate page inside the client profile (e.g., CMS 1500 list view or Invoice list view)
• Resolved an issue with the Referring Provider field to allow providers to be able to save edits made to the Client Profile.
• Resolved an issue with Charting so that if multiple food intolerances reactions are added, they are all saved (instead of just the first one)
• Made an update so that providers no longer need to refresh the page to view the addendum field on a Chart Note.

Tasks:

• Made an update to remove html characters in Tasks.
• Made an update to the due dates of tasks.

Forms and Data Handling:

• Resolved an issue where clients who start an intake flow without a Welcome step and are later assigned to a flow with a Welcome step, and are unable to move past the Welcome step.
• Resolved an issue with providers who have the permission set preventing them from being able to access Forms, still being able to view, create, edit, delete forms, etc. Providers without permission to add/edit/etc Forms will now be redirected to the Home page if they attempt to manually navigate to the URL for the Forms listing to add/edit/etc Forms.
• Resolved an issue with forms so that they now display custom reactions.
• Resolved an issue so that providers can now save quick notes after removing text from a field.

Payments and Billing:

• Resolved an issue where HTTP 500 error is showing to providers when they are sorting Billing items by Provider Name.
• Made an update to Service Facilities  so that they are shared across the organization (previously they were specific to the individual user). This update will also allow Org Members to update Service Facilities created by other users.
• Resolved an issue with Package Purchase Cap so that the field can be left blank and save appropriately.
• Made an update to payment processing workflow for CAD bank accounts to ask for a business website.
• Resolved an issue with timezones sometimes affecting the date of package purchased.
• Made an update to Invoices so that Providers cannot back date scheduled payments. The date that is selected will now be the date of the charge and appear in the organization's timezone.
• Invoices: Made an update to Billing Items on Appointment Invoices show a description of the charge.
• Made an update to Promo Codes so that entering $  character in the "Amount Off" field will allow the user to still save the entered value.
• Made an update to Advanced Pricing setting so that once a user selects the Advanced Pricing radio button, they are required to select one of the radio buttons that appear underneath before saving.
• Resolved an issue about promo codes defaulting to 0 when a dollar sign is added in specific instances
• Resolved an issue with editing packages so that updating a recurring payment to one-time payment removes future payments.

CMS 1500 Management:

• Resolved an issue/bug where the page is jumping to the top each time a CMS 1500 checkbox is selected/unselected, when a provider is trying to create multiple CMS 1500s (enough to scroll down past the blue multi-selector banner).
• Resolved an issue that ensures "Billing Provider" auto-fills when another CMS 1500 is created
• Resolved an issue where providers are able to delete a Diagnosis field but when Saving, Viewing, or performing any other action on their patient's Chart Note, the deleted Diagnosis reappears. This update ensures that the previously deleted Diagnosis code does not appear on the CMS 1500.
• Resolved an issue to ensure that when a CMS 1500 is submitted to Candid Health, the Diagnoses appear in the order in which they were added to the CMS 1500.
• Resolved an issue around when an Organization member is filling out a CMS 1500, the Locations that currently appear for Service Facility are only specific to the user. This will no longer occur.

E-Fax:

• Made an update to the "Saved Fax" success banner to correctly link to the client's documents page.

E-Rx:

• Resolved an issue with DoseSpot Self Signup to allow users to successfully signup if they have an admin present.
• Made an update to increase loading time for DoseSpot prescriptions.

Scheduling & Org Management

Org Management:

• Resolved an issue with the Organization Member List to allow for search after a filter is applied.
• Resolved an issue such that when an organization deactivates a provider, future group appointments can be migrated to a different provider.

Calendar and Appointment Management:

• Resolved an issue so that providers can remove patients from a group appointment when they are the only one invited. 
• Made an update to allow org members to edit other member's calendar blocks when they have the "Can edit and delete appointments on behalf of other org members" org member permission enabled.
• Previously, within the Appointment Confirmed email template, the appointment listed in the email body did not match the correct Appointment Type. Resolved this issue and made an update so that the Appointment Type in the Appointment Confirmed email template should be consistent.
• Resolved an issue to ensure that on the Provider Dashboard, the Week Appointments count is showing the correct number of appointments for the week.
• Resolved an issue to ensure that recurring Appointment Availability appears correctly across all timezone filters.
• Resolved an issue so that creating a group appointment, deleting the default max number of attendees will no longer prevent clients from being able to schedule the appointment.
• Made an update to the "assigned provider" behavior when a client books an appointment while logged out to match the logged in behavior.
• Calendar sync: Resolved an issue with the calendar sync workflow to ensure that editing one event within a recurring series doesn't create orphans or duplicates.
• E-mail notification if confirmation e-mail is disabled: Adjusted an instance whereby some clients would receive this e-mail even if provider had set this to disabled.

Engagement

• Made an update so that appointment links reflect the selected Video Call Method (and are not overridden by external link).
• Resolved an issue with zoom links & email notifications so that when updating an appointment from non-recurring to recurring, the newly generated zoom link is included in the session changed email to the client.
• Resolved an issue in Food Journal Metrics to ensure that there is no discrepancy in nutritional information (such as calories, fat, etc.) between Food Journal Total Calories and Total Calories listed in patient Nutrition Metrics.
• Made several mobile web UI enhancements to Programs
• Made an update so that Custom Program Module e-mails also get included in client's notification history
• Made an update so client dashboard shows even when outsized number of cancelled appointments
• Resolved an issue with the BMI field on a Chart Note so that it is still viewable even if left blank/empty.

Miscellaneous Technical Improvements and Fixes

• Resolved an issue so that deactivating a provider that is assigned as a Care Team member with 20,000+ clients, the request no longer times out
• Resolved an issue to ensure that Organization users are able to view their Subscription page even if their last invoice has an add-on that doesn't have a Stripe Plan attached.
• We have modified several back-end workflows to be better set up for Organization users who want to be switching between claim providers (e.g. Candid Health, Change Healthcare, etc).
• Resolved an issue to ensure that the "Client Assigned" email only is sent to the provider when the assigned provider for the patient is changed.
• Resolved an issue where attempting to share the Lab Results or Rupa Health Lab Results folder produces a "This name is reserved. Please use a different name." error. We now ensure that this folder will be shared with the client without an error.
• Resolved an issue where a "network error" appears if a patient tries to advance to the next module in a Program with the Continue button when the next module is a Document module. The error no longer appears.
• Resolved an issue so that Sub-Orgs only appear once on the Organizations List. 
• Improved mobile Forms page experience.
• Improved support for mobile accessibility!
• Resolved an issue with bulk deleting clients via the client list to ensure that  care plan associations, group appointments, and chat conversations are also properly deleted.
• Increased the max duration of logging a session length to 720 so it is consistent with the maximum length of scheduling an appointment.
• Made an update to ensure the correct banner shows when attempting to move private/shared documents into shared/private folders respectively.

Past and Planned Updates

View all updates from last month here.