New Features and Updates
Following are the changes in this release:
Mobile app Versions –The current version of the Caregiver mobile app for Android & iOS is 2.48 & for the agency app is 2.14
A “Notes” section is added at the bottom of the “Add New Master Schedule” screen in the Master Schedule tab under the Client Profile. Admin/Agency users can add notes while creating or editing a Master Schedule. The note added in the master schedule will be visible for all child schedules as well.
Notes added in the parent Master Schedule automatically sync with child schedules, Notes can be modified for child schedules without impacting the parent master schedule.
Any change in the parent master schedule note will be reflected in all the child schedules as well.
Child schedule
Any changes made to a child schedule will be limited to that child schedule only and will not impact the parent Master Schedule Note. Additionally, the note will be included in the exported Master Schedule file from the ‘Publish Master Schedule display’.
You can now view the number of hours for which an invoice was billed with the addition of the Billed Hours in the End of Year Invoice report. Both the Billed hours per invoice as well as total per client is available for each client in the selected date range.
We have now revised the character length from 20 to 100 characters in the Key Documents on the agency portal. This change is available for the Client profile, Prospective Client Profile, Caregiver Profile, Caregiver Applicant profile, and Office Staff/Other Staff Profile on the legacy UI and the new UI. You can now add a document name/name with a character length of up to 100 characters.
This update is available on the Caregiver Portal, Caregiver App, and Client Portal’s Key Document section. You can now add the document with the Document name up to 100 characters on both the Add and the Edit view.
We have included help text for the fields “Type of Facility” and “Facility Type” so that you can easily understand the usage of these fields.
These help texts are available on Add Facility and Edit Facility in the facility profile new UI.
A Reply To field has been added when sending emails to Client(s). Agencies can now input a preferred email address for client replies. This would allow the clients to reply to the agency.
From now onwards, User will be able to download the CMS485 form from the Client’s assessment tab.
Users will have the option to download the CMS485 form from the completed assessment V3 form only.
Once the user clicks on the link “CMS485”, a slider will open where the user will see some prepopulated details & others will be filled out by the user themselves. Once they save the form after filling in the information. It shall be available in the state mandated form for the user to review.
User(s) will have the option to copy the office settings from one office to another if they enable the settings under office settings. Once the setting is enabled, upon changing any settings in the following tab(s) for now, the User will be prompted to select the office where they would like to copy the setting.
1. Payroll
2. Holiday
3. Rates
Please note that users will have the option to copy the settings to either office by selecting the Check all options or will have the option to copy individually they wish to copy the settings from.
Users will be able to see the caregiver applicant in the new UI along with other profiles. This will be managed from the toggle on the Dashboard like other profiles.
In the state of PA, for the billed visit import report, the system will calculate the total billed hours based on the Actual Visit start & end date.
Please note that the system rounding on schedules will no longer be applicable to the schedules.
Another update in the state of PA is where, for the missed visits, the following details need to be captured in addition to existing fields for reason code, action taken & notes included in the file while posting the data to HHAeXchange under the Missed Visit report.
Health and/or Safety Risk? – with Possible value – Yes/No.
Entered in EIM? – with possible value – Yes/No.
EIM Number – In case the value is yes for the above, then EIM# is compulsory.
This is to enter the EIM incident number.
Users will be able to download the JSON request & response files from the posted visits in case required.
Agencies using TELLUS & CAREBRIDGE will now have the option to configure for multi offices as per the state of their choice.
On the EVV configuration screen, the User will now have the option to select the aggregator, & once aggregator “TELLUS” or “CareBridge” is selected, the User will then select the Office for which the configuration needs to be done. After Office selection, the user will then select the State to which the office belongs.
Once the configuration is completed, the details will be added as per the production credentials received from the respective aggregators.
The whole workflow after EVV configuration will remain the same & there is no change in the existing workflow.
With this release, the User will be able to configure the following aggregators.
Under the caregiver main tab, the user will be able to identify the caregiver if he/she is a live-in caregiver or not with the help of the toggle.
User will now be able to set up iConnect as a payer in the state of Florida for EVV configuration.
Once the setup is done, scheduling remains the same & the user will be able to view data on the new report in the name of iConnect – APD XML report under EVV reports.
Users can run the report & download the data in XML format, which will be taken forward to iConnect for processing.
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