Release Notes
In version 2021.06 of the Care Team Portal, biometric questions and answers are now visible in pathway history. Several reports and dashboards were updated to improve the Report Administrator’s experience. Configurations for alert types, interventions, milestones, patient status, and skip reasons can now be configured per site. Also, new APIs are available to assign or unassign a patient from a Care Team member.
New Features
Version 2021.06 of the Care Team Portal includes the following new features: New Feature Description
Biometric Questions and Responses in Pathway History
All pathway responses, including biometric questions and responses, are now available on the Audit > Pathway History page, so the Care Team can see when patients have completed all assigned pathways.
API to Assign Care Team Members to a Patient via Email
A new API is available that can be used to assign a Care Team member to a patient using the Care Team member’s email address.
API to Unassign Care Team Members from a Patient via Email
A new API is available that can be used to unassign a Care Team member from a patient using the Care Team member’s email address.
Report and Dashboard Updates
The existing Patient Status, BYOD and +Go Status, and Program Status reports were updated to improve the performance and the export option was changed to Excel only. The Program Compliance report was updated to have additional data. The performance was imp roved for the Executive Summary Program Compliance dashboard and Kits and Devices dashboard. Clinical Title and Care Management Type data can be used for Self-Service reports.
Kits on Demand – Limit Kit Ordering
A new system setting was created to not allow kits to be ordered via the kit type method if no kits are remaining in the kit pool. This setting has a true/false
Biometric Questions and Responses in Audit > Pathway History
All pathway responses are now available on the Audit > Pathway History page, including biometric questions and responses, so the Care Team can see when patients have completed all assigned pathways. Previously, biometrics responses that were part of a pathway were not included in the pathway history. They were only recorded on the Audit > Reading History page.Unscheduled biometrics are not included in pathway history, only biometrics from a pathway. The format of the table was not changed. The Question column shows the biometric question and the Response column shows the value entered by the patient. The export option also includes the readings.
What you need to do: No action is required to use this feature.
What you will see: On the Audit > Pathway History page, all pathway biometric questions and responses
will be visible. Unscheduled biometrics are not included in pathway history, only biometrics from a pathway.
Example: Audit > Pathway History page with Biometric Questions and Responses
API to Assign a Care Team Members to a Patient via Email Address
A new API is available that can assign a Care Team member to a Vivify patient by providing the Care Team member’s email address. This new API provides an improved experience as the Care Team member ID is not required to assign the member to the patient. When the Care Team member is successfully assigned to the patient account, a success message is returned.The following situations apply:
• If the Care Team member’s email address does not exist in the portal, the following error message is returned: “Care team member email address not found.”
• If the Care Team member is already assigned to the patient, they will not be added again to the patient account and a success message is returned.
What you need to do: If you want to use this API, please contact Vivify Support or your Clinical
Consultant.
What you will see: When a Care Team member is assigned to a patient using this API, a success message
will appear to alert you that the request processed. On the Patient Profile page, you will see the Care Team member in the Care Team section.
API to Unassign a Care Team Member from a Patient via Email Address
A new API is available that can unassign a Care Team member from a Vivify patient by providing the Care Team member’s email address. This new API provides an improved experience as the Care Team member ID is not required to unassign the member from the patient. When the Care Team member is successfully unassigned from the patient account, a success message is returned.The following situations will return an error message:
• If the Care Team member email address does not exist in the portal, the following error message is returned: “Care team member email address not found.”
• If the Care Team member email address is the only one assigned to the patient, the following error message is returned: “Cannot unassign because at least one care team member is required to be assigned.”
What you need to do: If you want to use this API, please contact Vivify Support or your Clinical
Consultant.
What you will see: When a Care Team member is unassigned from a patient using this API, a success
message will appear to alert you that the request processed. On the Patient Profile page, you will no longer see the Care Team member in the Care Team section.
Kits on Demand – Limit Kit Ordering
A new system setting was created to not allow kits to be ordered via the kit type method if no kits are remaining in the kit pool. This setting has a true/false option, and when enabled (true), the Care Team member cannot order more kits than their contracted limit. This is a portal wide setting which can be configured for each customer portal individually. The default for this setting is disabled (false). When the setting is disabled, the Care Team can assign kits even though the kit pool shows there are zero kits available.
• When the setting is disabled (false), the number of kits available is not visible, since the Care Team is not restricted in ordering. The kits available number is not visible on the Select Kit Pool window and the Select Kit Type window.
• When the setting is enabled (true), the number of available kits is visible on both the Select Delivery Method window and the Select Kit Type window. The Care Team member cannot progress in the ordering process if there are zero kits available.
What you need to do: If you want to use enable this setting, contact Vivify Support or your Clinical
Consultant. By default, this setting is disabled, which means you will see no change in your current kit ordering process when assigning kits to patients via the kit type method (kit processing by kit type rather than kit ID number).
What you will see: When this setting is disabled (false), the number of kits available is not visible on the
Select Delivery Method window and the Select Kit Type window. This is the default state. When the setting is enabled (true), the number of available kits is visible, and the Care Team member cannot progress if there are zero available kits.
Example: Select Delivery Method – Number of Available Kits (Limit Kit Ordering Enabled)
Note: The Select Delivery Method window will not appear during the kit assignment process unless your portal has more than one kit pool configured.
Report and Dashboard Improvements
The existing Patient Status, BYOD and +Go Status, and Program Status reports were updated to improve the performance and the export option was changed to Excel only.
The performance of the Executive Summary Program Compliance and Kits and Devices dashboards was improved so that Report Administrators can view large quantities of data faster.
Kit History Report
The Kit History report was updated to sort records on the same day by time in chronological order from newest to oldest. Previously, the report was sorting alphabetically.
Example: Kit History Report Sorted in Chronological Order
Program Compliance Report
The Program Compliance report was updated to have additional data in the Patient Compliance List section so that the report contains both the total pathway compliance as well as the day to day compliance (see Example). Also, the column Provider was replaced with Hospital.
The Hospital filter was updated to be a multiple selection type ahead list instead of check boxes (see
Example). This allows the Care Team to type a value and the field will automatically provide a list of matching options. The label for this filter is based on the field label configuration in Site > Profile Fields, so instead of Hospital, it may be a different term, such as Facility.
Example: New Program Compliance List Report
Example: Old Hospital Filter Check Boxes
Example: New Hospital Multiple Selection Type Ahead List
Program Status Report (Patient Counts Report)
The Program Status report was renamed Patient Counts report as this name better reflects the data in the report. The Invited status is now included in the graph and table. Programs and Program Groups filters were added.
Example: Patient Counts Report with Programs and Program Groups Filters
Example: Patient Counts Report with Invited Status Included
Self-Service Reports Management Tool Updates
Clinical Title and Care Management Type data can used be for Self-Service reports.
• For Clinical Titles, a new Caregiver > Clinical Role category is available with data items for Title Name, Abbreviation, and Clinical Role (see Example). Report Administrators can create a report that generates Care Team member’s clinical title information for their portal. For example, a row in the report may include the following data: Jane Doe, Registered Nurse, RN, Clinical.
• For Care Management Types, a new Care Management Type category is linked to the patient via the Patient ID. The Report Administrator can create a report that shows their patient(s) with a separate row for each care management type (see Example).
• For Time Log, the Report Administrator can link the Care Management Type category with the Time Log category to show the appropriate data. The example provided shows a report with the care management type data with the time log entries (see Example).
Example: Clinical Titles in Self-Service Reports Management Tool
Example: Clinical Time in Self-Service Reports Management Tool
System Updates
Version 2021.06 of the Care Team Portal includes the following system updates: Tracking Number Description
VIVY-5978 For applicable reports, the Patient ID is visible when viewing the Patient filter options. The MRN label was added in the previous release to differentiate the two values, but the MRN label is not applicable to all customers, so th is label was removed.
VIVY-5647 The number of days that a patient is a non-responder was intermittently being set to a different date than the last completed survey compliance record. This was causing the number of days non -responder in the Patient Header to display a value that could be several days different than the most recently completed survey. A new function was created to calculate the number of non -responder days.
VIVY-5713 The non-responders filter was showing patients with less than one day when the setting set to one day. The setting was updated to use hours instead of days when calculating if the patient is a non-responder.
VIVY-5941 If the patient’s assigned language is Other, kits were not fetching pathways as expected. The system was updated so that patients with the language Other assigned do not experience issues with their pathways displaying.
VIVY-5981 Disabled populations get removed from a patient when anything about the patient program is updated
VIVY-5454 On the Care Team member profile page, the Receive Email Alert setting (Yes/No) was not appearing in the Portal Information summary. This page was updated to display the applied setting as expected.
VIVY-5658 Two Care Team members were able to assign the same kit to two different patients at the exact same time. A lock was added to the Kit ID to prevent this from occurring.
VIVY-5861 The tooltip that appears when hovering over the plus button to add a new configuration on the Configurations > List page was appearing to the left of the icon rather than the right. The location of this tooltip was updated for consistency.
VIVY-5974 On the Monitoring tab, weight readings were not appearing in Graph view. The page was updated to display the weight reading in Graph view as expected.
VIVY-5979 After importing a rule, the interface stated that a program was assigned to all programs when it was assigned to none. The system was updated to show Defaulted to No Patients when a rule is not assigned to any programs.
VIVY-6008 On the Patient Monitoring page, the time stamp was incorrect for pathway responses only when the Care Team was viewing th e page in Pacific time zone. The time zone issue was resolved, so the expected time appears on this page.
VIVY-6011 Glucometer readings taken in mmol/L were showing their mg/dL value on the patient record. The mmol/L reading should show in both the list and record if the latest reading is an mmol/L reading. The system was updated to show the mmol/L reading where
expected.
VIVY-5953 In some situations, the Patient Satisfaction report was producing an error that stated that the page header and footer were longer than the page. This issue was resolved, and the report runs as expected.
VIVY-5905 The Patient Data Dump report was showing metadata with millisecond s for the
timestamps, which caused the description to be too long and the Status was not visible. The milliseconds were removed, so all data is visible when hovering over the file name. VIVY-1528 After clicking a video in the Resource Library, the Edit option was available even if the
user did not have the Video Write permission. This page was updated, so Content Administrators can no longer make edits without the appropriate permissions.
VIVY-1918 When the BYOD or +Go service level was assigned to a patient with the email provided, the email address was not visible on the Demographics until after refreshing the page. The page was updated to automatically show the new email address as expected. VIVY-3163 Patients with a call request and deleted service level were not included in the Call
Request icon, but were displayed on the Patient List page. The functionality was updated to not show patients on the Patients List page with no service level assigned and a call request.
VIVY-4649 When searching for a question with parenth esis on the Edit Pathway page, an error message appeared. The search functionality was updated to execute a search without errors even when using parenthesis.
VIVY-5465 On the Direct Entry page, for the date question type, it was not possible to select a month from the calendar. The calendar was updated to allow for selecting a month as expected. VIVY-5600 On the Direct Entry page, it was possible to select more than one answer option in Single
Select/YesNo question types. The page was updated to record th e last answer choice correctly.
VIVY-5903 Changing the program multiple times when custom patient parameters were applied was causing the custom parameters to be overwritten. The system was updated to not change the custom parameters in this situation.
VIVY-6025 Some notifications were delayed during the processing of due records. The patient survey due manager was updated to prioritize mobile patients.
VIVY-6031 When a program was added to a pathway previously and then deleted, it was not possible in some situations to add the program again. The system was updated to allow the Care Team to add a previously deleted program to a pathway as expected.
VIVY-6127 Kit sync records were not being added when the kits on demand feature was used. This caused new tablets to have issues with EULA and DOB data syncing to the portal, so the patients were not changing to an active status as expected. The system was updated t o sync kit records when kits on demand is used.
