New Features and Updates
Following are the changes in this release:
There will be an update to the Caregiver mobile app & Agency mobile app with this release. The version of the Caregiver app will be 2.44 (code push 1.0). The Agency app will be on 2.12 (Code push 1.0)
With the merger of the Client’s signature and Audio recording, you can now enable or disable the client’s signature with the Client’s Audio recording from the office settings. If turned off this setting will disable all types of the client signature on clock-out.
If enabled this will by default turn on the client’s signature on clock-out. After enabling this setting, the user will have the option to manage the “Allow caregiver to apply signature from previous shift”, and Enable Client Audio Recording. As the client audio recording is substitute of client’s signature hence this feature is release to link the both settings.
On the Caregiver Mobile app/ Caregiver Portal, caregivers will now have the ability to capture Client’s signatures independently from the schedule detail screen itself.
The user can now also manage the Client Audio signature from the client’s profile. When you disable the option “Is client signature/audio required on clock-out” in the client’s profile this will not ask for any client’s signature (Signature, Audio, Apply from previous shift) while clocking out. The information is added inside the tooltip as text on what signature can be enabled or disabled by turning on/off this preference.
Higher preference will be given to the client’s profile. If the option in the client profile is turned on this will enable all types of signatures. If turned off, the client’s signature or audio will not be asked at the time of the clock-out.
A new setting will be introduced in the Time tracking sessions with the name ““Is Caregiver signature required on clock-out?”. Once you check this checkbox, user will have to select the clients for whom the setting will be applicable, at the time of clock out. The selection of the client users is mandatory if the setting is turned on, and at least one client selection is required. Once selection is done, & setting is updated caregiver(s) will have to add a signature at the time of clock out or before as they wish.
If this setting is turned on, Caregiver will be asked to enter their signature at the time of Clock-out. Please note that a independent icon is also placed on schedule window where in the caregiver can capture their signature at any time during the visit.
At the time of clock-out, in case the signatures are already there then system will not prompt the user to enter the signature at the time of clock-out if the setting is turn on.
In case the setting is turned off, caregiver signature will be optional for the caregivers to enter the same in schedule window.
If DMAS or Weekly Care Summary are enabled, the caregiver signature will be mandatory at clock-out for all of the caregivers as per the existing workflow. You will not be able to turn this setting on/off when the DMAS or Weekly Care Summary option is turned on from Care Summary and all clients will be selected by default. If both DMAS and weekly care summary are turned off, this will take the client selection to previous one.
Client’s audio file should be downloadable from the care history event in addition to the play function that we currently have. Download Icon will also be present in the care history event next to play button in case the user would like to download the file.
In the Client Roster Report, the first column will now be ‘Last Name’ instead of ‘First Name’ to align with the column order of other reports.
A new column “Observation Date” has been added to the Client Completed Assessments Report. the Observation Date column can be sorted in ascending/descending order.
Also, the columns “Start Date From” and “Start Date To” are renamed to “Completion Date From” and “Completion Date To” respectively.
Now you can easily view the Schedule Billing and Payroll Status for multiple offices with the introduction of Office filter multi-selection. Client Type is also introduced as a filter so that you can easily view the Schedules by Client type. The Payer and Payer type filters are also added where the value of the payer filter is dependent on the Payer type filter. The filter values for Payroll status are now change to Payroll Generated and Payroll not Generated from Paid, Not Paid.
With this we have also added the columns for Client type, Payer Type, Payer Name, Payer Billing Status, Service Type. Screenshot for the update is mentioned below:
Grand total amount should be populated on the report at the starting of the report & also towards the end of the report. This Grand total of all offices will be shown on both the Report & PDF/XLS export.
A new field in the name of “Skill Type” added in Caregiver applicant Admin setting -> Caregiver attribute Categories section for the user to fill so that details can be captured at applicant level.
Another change, is that admin users will now be able to define the type of answer they are looking for in each question. It can be either simple textbox or MCQ option for the user to enter the details.
Once the question configuration in done at Admin level, On the external form, Caregiver applicant, they will answer the questions as per the format configured in Admin settings.
Pre-Screening Survey screen there is a checkbox option for the agency users labeled “Prevent Clock-In” to restrict the caregiver to clock-in in case they give adverse answers.
Once this is enabled, Caregivers will not be able to clock-in from the mobile app in case this checkbox is enabled & any adverse answer to the survey is given.
Agency/Admin user(s) will have the ability to edit fields – Hire Date & Separation Date when he/she tries to edit any separation history in the Separation History section of both the Caregiver and Other Staff profiles.
First service date & Last service date will not be editable & shall be populated based on the current logic, i.e.
1. First and Last service dates shown in the Separation history adhere to the following criteria by default:
In the Admin Settings under ‘Mobile Role Management,’ a new privilege labeled ‘Profile Picture will be shown wherein the admin users will be able to define the access level of this privileges i.e. Full access or No access. Please note that default access will be full access.
Note that this privilege should be available in all Caregiver roles, but the access level can be individually configured for each role.
When the Access Level is designated as ‘Full Access’ – Caregivers will be able to delete or add their Profile Picture from both the Caregiver App.
Conversely when the Access Level is set to ‘No Access’ – Caregivers will not have access to the Delete/ Edit or Upload icon on the profile picture, thus preventing them from editing or adding the Profile Picture from the app.
Please note that any changes made to the profile picture (adding, editing, or deleting) of a caregiver in one platform (such as the caregiver app, portal, agency app, or agency portal) are accurately updated and reflected in the other platforms.
On the agency app, when any staff user/agency user login in they should be able to see the list of client & caregiver’s of their assigned office only & not all offices.
Please note that client, caregiver & schedule listing will be impacted with this change.
A new filter is added on the TELLUS data post screen named Verification Method with values All & NON.
Users will have the option to search records based on the Verification method as well in case required. Default filter will be ALL for filtering.
New column “Verification Method” is also added in the listing where the values will be displayed as to which method took place on the schedule.
1. GPS/Mobile
2. IVR
3. NON
Based on the filtering, the user should be able to add reason codes in single record or in bulk for NON records before posting.
User(s) will be able to omit the records that are already posted visit to Sandata & the option to Omit will be available on the Posted screen only. User will have the option to select the visits that they wish to omit & hit on Omit Visit button. Upon hitting the omit visit button, data will be posted to Sandata with Bill Flag as False in JSON file.
New column will be introduced in the name “Bill Flag” with the values True or False next to existing column “ Is Billable”. In case when the user selects visits that have Bill flag as False & Existing column – Is billable as False, system will alert the users with following message
“These visits are not eligible for posting as there Bill flag or Is billable is False. Kindly update the visit & then try posting”.
Once the visit are posted in Omit status, user will be able to then be able to post the visit again to Sandata with new Visit ID added by default from backend.
Provider agency will now be able to add 4 characters against each modifier value for EVV purposes. Please note that each section will have 4 digit limit where in users can add upto 16 characters. EX. YUTR GHDF BGDS NBVC
This will be applicable on Add/EDIT Client authorization window & Schedule window -> Claim Codes – Modifier window.
However, For EDI file generation, 2 characters will be allowed & at the time of EDI file generation, system will give validation message so that users can make correction for the same.
Agencies using Sandata will now have the option to configure Sandata for multi offices as per the state of their choice.
On the EVV configuration screen, User will now have the option to select the aggregator & once aggregator – “Sandata ” is selected, User will then select the Office for which the configuration needs to be done. After Office selection, user will then select the State for which the office belongs.
Once the configuration is completed, The below details will be added as per the production credentials received from Sandata.
The whole workflow after EVV configuration will remain the same & there is no change in the existing workflow.
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