Incidents | Theoria Medical

ChartEasy Deployment

Fri, 05 Jun 2026 02:00:31 -0000

We'll be deploying some updates to ChartEasy. As a result, ChartEasy will be temporarily unavailable.

ChartEasy APP recovered

Sat, 30 May 2026 02:26:30 +0000

ChartEasy APP recovered

ChartEasy API recovered

Sat, 30 May 2026 02:25:23 +0000

ChartEasy API recovered

ChartEasy APP went down

Sat, 30 May 2026 00:02:29 +0000

ChartEasy APP went down

ChartEasy API went down

Sat, 30 May 2026 00:01:16 +0000

ChartEasy API went down

ChartEasy WEB recovered

Fri, 29 May 2026 02:05:20 +0000

ChartEasy WEB recovered

ChartEasy WEB went down

Fri, 29 May 2026 02:03:06 +0000

ChartEasy WEB went down

ChartEasy Deployment

Fri, 29 May 2026 02:00:28 -0000

We'll be deploying some updates to ChartEasy. As a result, ChartEasy will be temporarily unavailable.

Theoria Institute recovered

Thu, 28 May 2026 18:04:12 +0000

Theoria Institute recovered

Theoria Institute went down

Thu, 28 May 2026 17:29:10 +0000

Theoria Institute went down

ChartEasy WEB recovered

Wed, 27 May 2026 02:07:08 +0000

ChartEasy WEB recovered

ChartEasy WEB went down

Wed, 27 May 2026 02:05:18 +0000

ChartEasy WEB went down

ChartEasy Deployment

Wed, 27 May 2026 02:00:11 -0000

We'll be deploying some changes to ChartEasy tonight. As a result, ChartEasy may be temporarily unavailable.

ChartEasy Deployment

Thu, 21 May 2026 02:00:35 -0000

We'll be deploying an update to the ChartEasy frontend. Expect a short disruption as the new version is built and rolled out.

ChartEasy v2.1.20 Deployment

Thu, 07 May 2026 06:30:36 -0000

- v2 migration - axiom - insurance

ChartEasy v2.1.18 Deployment

Tue, 28 Apr 2026 06:00:23 -0000

Jira: https://theoriamedical.atlassian.net/projects/TM/versions/17171/tab/release-report-all-issues Linear: https://linear.app/theoriamedical/view/charteasy-release-v2118-753f0d9648ce

ChartEasy v2.1.16 Deployment

Tue, 21 Apr 2026 05:45:25 -0000

ChartEasy v2.1.16 Deployment

ChartEasy v2.1.15 Deployment

Thu, 16 Apr 2026 06:00:30 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/17168/tab/release-report-all-issues https://linear.app/theoriamedical/view/charteasy-release-v2115-3759875fdcd0

ChartEasy v2.1.12 Deployment

Thu, 09 Apr 2026 05:00:43 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/17101/tab/release-report-all-issues

ChartEasy v2.1.10 Deployment

Thu, 02 Apr 2026 05:30:00 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/17035/tab/release-report-all-issues

ChartEasy v2.1.8 Deployment

Tue, 31 Mar 2026 05:00:09 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16969/tab/release-report-all-issues

ChartEasy Deployment v2.1.7

Fri, 27 Mar 2026 04:00:34 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16936/tab/release-report-all-issues

ChartEasy v2.1.5 Deployment

Tue, 24 Mar 2026 16:00:05 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16902/tab/release-report-all-issues

ChartEasy v2.1.4 Deployment

Tue, 24 Mar 2026 06:00:29 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16869/tab/release-report-all-issues

ChartEasy v2.1.2

Wed, 18 Mar 2026 06:20:39 -0000

System Settings Fix, AS Fix, Client v2 prepare

ChartEasy v2.1.1

Tue, 17 Mar 2026 04:30:49 -0000

PVerify

ChartEasy v2.1.0

Wed, 11 Mar 2026 07:15:00 -0000

Paycom Integration and UI/UX bug fixes

ChartEasy WEB v2.0.11 + TM Admin v1.4.6

Sat, 07 Mar 2026 09:00:00 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16664/tab/release-report-all-issues

ChartEasy v2.0.10 Deployment

Fri, 06 Mar 2026 06:00:19 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16631/tab/release-report-all-issues

ChartEasy v2.0.9 Deployment

Tue, 03 Mar 2026 08:30:00 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16598/tab/release-report-all-issues

ChartEasy v2.0.8

Wed, 25 Feb 2026 08:00:38 -0000

Paycom Integration

ChartEasy v2.0.7 Deployment

Tue, 24 Feb 2026 06:00:53 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16532/tab/release-report-all-issues

ChartEasy v2.0.6 - Regular Deployment

Thu, 19 Feb 2026 07:40:57 -0000

Releasing the following tickets: TM-4581 TM-5703 TM-5827

ChartEasy v2.0.5 Deployment

Tue, 17 Feb 2026 05:00:03 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16466/tab/release-report-all-issues

ChartEasy v2.0.4 Deployment

Thu, 12 Feb 2026 05:00:42 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16433/tab/release-report-all-issues

ChartEasy v2.0.3 Deployment

Wed, 11 Feb 2026 05:00:05 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16400/tab/release-report-all-issues

ChartEasy v2.0.2 Deployment

Sat, 07 Feb 2026 05:30:04 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16367/tab/release-report-all-issues

ChartEasy v2.0.1 Deployment

Fri, 06 Feb 2026 05:30:53 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16334/tab/release-report-all-issues

ChartEasy v2.0.0 Deployment

Thu, 05 Feb 2026 05:00:33 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16301/tab/release-report-all-issues

ChartEasy v1.9.34 Deployment

Thu, 05 Feb 2026 03:00:02 -0000

https://theoriamedical.atlassian.net/projects/TM/versions/16268/tab/release-report-all-issues

ChartEasy v1.9.32 Deployment

Wed, 21 Jan 2026 07:30:19 -0000

ChartEasy WEB v1.9.32 - TM-5274: Enhance Patient Insurance Job: Cross-Reference & Copy Finalized Insurance Data - TM-5600: Refine PCC Token Expiry Report to Exclude Deactivated Users - TM-5652: Unable to login to ChartEasy due to Azure Front Door configuration error

ChartEasy v1.9.31 Deployment

Sat, 17 Jan 2026 05:45:20 -0000

- Matrix Critical Issues -- Identified by Claude - Encounter Preview Notes: Time/Complexity data persists after changing CPT code from 99306/99310 - Update Auto-Scheduling: PACE + Optum regulatory visits must be MD-only - Manual Reassignment Incorrectly Blocks APP for Regulatory Visit Despite Prior MD Visit - Update Auto-Scheduling: Remove 21-Day Spacing Rule From Regulatory Visit Scheduling Logic - Automated Daily Sync Job for Missing Patient Insurance Records - Update Auto-Scheduling: Rebooking Logic for Missed Regulatory Visits

ChartEasy v1.9.29 Deployment

Thu, 08 Jan 2026 08:00:35 -0000

v1.9.29 - Resolution for Trace Duplicate Scheduled Visits - Update Backend Logic for QA Audit Case Form Accessibility - MatrixCare HL7 ADT does not clearly differentiate hospital discharge vs LOA (family/therapeutic) - Temporarily Set Fall, Tobacco, and Depression Screenings to Optional

ChartEasy v1.9.27 Deployment

Sat, 03 Jan 2026 06:45:44 -0000

Update ICD-10 Code Database (Deactivate & Add) - Staging & Production Automated Daily Push of Unsent DFTs Resolve MatrixCare "Return from Leave" Sync by Updating ADT Effective Date Logic Restore Default Date Filter for e-Prescribe Pending Tab

ChartEasy Deployment v1.9.26 Deployment

Thu, 01 Jan 2026 07:00:45 -0000

Restore Default Date Filter for e-Prescribe Pending Tab

ChartEasy v1.9.24 Deployment

Thu, 18 Dec 2025 07:20:02 -0000

ChartEasy v1.9.23 Deployment

Fri, 12 Dec 2025 07:15:48 -0000

- [Prod] Enabled facilities for OOR feature are not visible on feature Access page - PROD Issue | iPad specific: UI issues on 'Default Range Vitals' screen - [Patient Portal] Login Issue – Root Cause Investigation & Fix - AWV Script Fix – Pull ICD-10 from Prevention Plan Section - [Patient Portal] Login Issue – Root Cause Investigation & Fix

ChartEasy v1.9.23 Deployment

Thu, 11 Dec 2025 08:15:30 -0000

ChartEasy v1.9.22 Deployment

Thu, 04 Dec 2025 07:16:00 -0000

TM-4945 – Ignore A08 Messages with both Admission + Discharge TM-4729 – Freeze Action Column in Old UI Table for Tablet/iPad View TM-4541 – OORV Encounter 'Flag Range' Misalignment with Global/Patient Config TM-4540 – UI/UX Enhancement: Rename "All Tab" to "Schedules" TM-4537 – Active Schedules Display Deceased and Discharged Patients TM-4531 – OOR Records Reappear After Scheduling/Vital Update TM-4530 – Release Scope and Access (OOR) TM-4524 – Visibility and Identification of Out-of-Range Vitals TM-3742 – [ChartEasy] Implement Pendo Event Tracking for Encounter Module TM-3384 – Automatically Remove Non-Eligible Patients from AWV Patient tab and AWV Tagging When Eligibility Changes TM-1193 – Refactor: Add Timestamps and Remove Non-Unique Indices in ChartEasy Server

ChartEasy v1.9.21 Deployment

Tue, 02 Dec 2025 07:30:00 -0000

TM-2444 - MatrixCare/Charteasy Integration: Discharged Patients Remain Admitted for Trilogy Org and its Facilities (Feb 2025 onwards) TM-4379 - Fix A08 Events from Creating Duplicate Admissions Across Facilities

ChartEasy v1.9.19 Deployment

Wed, 26 Nov 2025 05:15:15 -0000

- [TM Admin] Implement Schema Changes for SNF in Database - [TM Admin] Rebuild SNF Field Mappings and Core Workflow Placeholders - Refactor Screenings Tab in AWV Encounter to Implement Proper State Management for Section Values - Automatically Remove Non-Eligible Patients from AWV Patient tab and AWV Tagging When Eligibility Changes - Adjust CCM Care Plan Permissions — View Access for All, Conditional Download Access - Implement a "No Medications" or "Placeholder" Option in the Encounter Medication Selector

ChartEasy v1.9.19 Deployment

Sat, 22 Nov 2025 07:00:00 -0000

TM-2217 — Compliance Bug: System Allows Consecutive Regulatory Visits by APPs TM-1666 — [Patient Portal] Implement Password Expiry Mechanism TM-1667 — [Patient Portal] Notify Patients of Upcoming Password Expiry TM-3575 — Permanent Solution – Optimize PCC Progress Notes Handling and API Call Volume TM-3855 — [Patient Portal] Add Login/Logout or User Identification Logs TM-4630 — Make Wound Care Tab & Details of Procedure Fully Optional

ChartEasy v1.9.18 Deployment

Thu, 20 Nov 2025 06:30:29 -0000

- Run ADT Initial Load API for all Trilogy facilities - [PCC] Add detailed logging for PCC API calls to identify most frequently used endpoints - Summary: Filter button intermittently disappears in Patient Scheduler (visible only from page 3 onward) - Create New Pull Incomplete Assessments Job - Unable to Scroll to End of Signed Encounter Notes on iPad - RPM CPT Code 99454 Vitals Data Discrepancy - Existing encounters submitted for QA audit do not display the "Submitted for Audit" date and time. - Audit record stuck in "Manual Audit In Progress" status and cannot be cleared from the board - [US-B1] Creation of Modal Prompt for Reason on Manual Check-In - [US-A2] Automatic Check-Out Upon Leaving Facility or Inactivity - [US-B2] Saving of Manual Re-Check-In Audit Logs under Reports Tab in ChartEasy - [US-A1] Automatic Check-In Upon Entering Facility with Activity - Process ecw messages with Invalid status in order to succesfully push claims to ecw - Automate PCC Token Expiry Report (3 Days) - [US-A1] Automatic Check-In Upon Entering Facility with Activity

ChartEasy v1.9.17 Deployment

Thu, 13 Nov 2025 06:45:37 -0000

- Missing Units for Vitals Causing Validation/Display Issue - Create Feature Flag for OOR Workflow - Restrict Adding of E&M Codes 99304–99310 on AWV Visits - Display Total Encounter Count in the Encounter for Audit Tab - Remove RPM Enrollment Blocker for Patients with Pacemakers - [ChartEasy] Implement Configuration and Administration for Recurring Password Policy - E-Prescribing: Align patient phone number formatting with Sync logic - Implement Audit Logging for All Threshold Configuration Changes - Modify Patient Schedule Tab to Allow Creation and Schedule Dismissal - Deleted patient encounter appears in the 'Encounter Audit Status' report - Implement Guardrails using Interactive Sliders for Threshold Adjustment - Refactor Flagged Vital Thresholds from Hard-Coded to Config - Implement Tab View for Patient Schedule - Schedule Report generation failing in ChartEasy for all facilities - Improve Logic on submittedToAuditAt and Make Limit Configurable - Make Surface Area and Details of Procedure Optional but Require at Least One Procedure per Encounter in Wound Care Template - Address Patient Postal Code Formatting Issue in eRx

TM Admin v1.3.39 Deployment

Wed, 12 Nov 2025 08:00:25 -0000

- [Admin Server] Add Timestamps to All Collections - [Admin Server] Remove Baked-In Indices - Audit and Logging of Password Resets

ChartEasy v1.9.16 Deployment

Tue, 11 Nov 2025 05:00:19 -0000

- Implement Audit Logging for All Threshold Configuration Changes - Implement Guardrails using Interactive Sliders for Threshold Adjustment - Refactor Flagged Vital Thresholds from Hard-Coded to Config

ChartEasy v1.9.15 Deployment

Thu, 06 Nov 2025 04:00:00 -0000

- Add Debug Logs for MatrixCare Discharge Issue - Update Existing PCC Assessment Polling Job to Fetch Only Complete Assessments - eRx Certification Test Case 6 Fails – Missing OTP Validation for Controlled Substance “Validate” Requests - [SERVER] Refetch Configuration > PCC ADT Webhooks - [SERVER] E-Prescribe > Refrain direct voiding of prescription when validating Patient Details - Unable to select laboratory test checkbox on A/P tab by clicking on the text label - Re-enabled Providers in Provider Management - [Web] Implement RxRenewal (Electronic Renewal Requests) Functionality

ChartEasy v1.9.14 Deployment

Tue, 04 Nov 2025 08:00:08 -0000

- Add "Patient is able to provide responses" Field in Depression Screening and Cognitive Assessment Sections under Screening tab of AWV Encounter - Exclude ACO Patients from Manual Audit, Review Impact on Audit Dashboard Features and Implement Necessary Changes - Align CVX Code Logic for Immunization Auto-Population in AWV Encounters - Update AWV Eligible Schedule Job in ChartEasy

ChartEasy v1.9.13 Deployment

Tue, 28 Oct 2025 08:00:00 -0000

- TM-2219 BUG: Auto-Schedule Misses Due to Incorrect Timezone Conversion (UTC to America/Detroit). - TM-2722 Update Similarity Checker Threshold and Alert Message for A/P and HPI to 80%

ChartEasy v1.9.12 Deployment

Thu, 23 Oct 2025 07:15:47 -0000

- AWV | Missing validation when scheduling or creating AWV encounter for patients not tagged as AWV eligible - Create Feature Flag for Automated Patient Portal PDF Delivery - Implement GraphQL Query for Retrieving All Signed Encounters in Patient Portal - Remove Bulk Selection Feature from Patient Management View - [ChatEasy] Optimize the UpdateFacility Job Process - Signed Encounters Not Properly Credited / Reported in the wRVU Metrics

ChartEasy v1.9.11 Deployment

Wed, 22 Oct 2025 06:00:47 -0000

- AWV Encounters Failing to Push to Facility EHR (PCC/MatrixCare) - [AWV Screenings] Fall Risk Assessment logic error

ChartEasy v1.9.9 Deployment

Sat, 18 Oct 2025 07:00:17 -0000

- Update AWV Eligibility Scheduled Job Logic to Check Payer Name When PayerType Is Missing - UI Enhancements – Screenings Tab (AWV Encounter) - UI Enhancements – Procedural History Tab (AWV Encounter) - Unable to view/download CCM note for patient Joyce Williamson (CPL ID: CPL095592) - Allowing multiple providers schedule the same patient on the same day. - Implement One-Time Password Reset for All Patient Portal Accounts (Short-Term) - UI Update – General Health Tab (AWV Encounter) - Update default generic tagging for medications synced from PCC/MatrixCare

ChartEasy v1.9.8 Deployment

Thu, 16 Oct 2025 06:30:17 -0000

- Users are unable to mark documents as "Reviewed," and receive a "No changes have been detected. Documents will not be updated." error message. - [SERVER] Record Logs > PCC Assessments API Calls - Update the auto-scheduler for patients (AL) and (IL) facilities. - Provider not appearing in Facility despite successful “Add Job” action (eRx) - [Prod]"No Data" displayed when sorting AWV patient list by Last Completed Date

ChartEasy v1.9.7 Deployment

Sat, 11 Oct 2025 07:17:32 -0000

ChartEasy v1.9.5 Deployment

Thu, 09 Oct 2025 07:04:00 -0000

- SCH-143 A/S fails to Merge Out of Range Vital Acute visit with H&P for New admits - PCE-541 Encounters for Audit page issues. - PCE-145 Active medications are missing under AP Medication when adding a treatment plan, even though they appear in the Medications List.

TM Admin v1.3.35 Deployment

Sat, 04 Oct 2025 07:30:29 -0000

- [TM Admin] Error when trying to update Facility Info

ChartEasy v1.9.4 Deployment

Sat, 04 Oct 2025 07:00:44 -0000

- Adjust Pain Level Flagged Vital Threshold from >5 to >8 - Same-day visits (out-of-range vitals + other types) aren’t merged, and flagged vitals are scheduled in the future instead of assigned to available providers. - Acute visits (Out of Range) incorrectly scheduled – patient safety risk” - Add proxy agreement checkbox under Demographics tab - Update the Screening section to include required fields and result documentation - Add “Patient is unable to provide responses” option in General Health Tab - Update “Additional Care Providers” field requirements in Demographics tab - Fix issues on the endpoint

ChartEasy v1.9.3 Deployment

Thu, 02 Oct 2025 05:40:45 -0000

- Add Month/Year option and conditional result requirement in Procedural History Tab - Implement specific error codes in Screening validation for AWV encounter - Patient phone number is deleted after editing demographics in ChartEasy(PCC Facility) - Deactivate Q5 Modifier to Prevent Medicare of Michigan Denials

ChartEasy v1.9.2 Deployment

Tue, 30 Sep 2025 06:45:47 -0000

- Mini-Cog test details section name is in Lowercase - [Prod] Unable to Navigate to Other Links from Left Panel in AWV Encounter - [PROD] Screening validator incorrectly treats score of 0 as null under Cognitive Assessment in Screening Tab for AWV encounter - Update Cognitive Assessment section under Screening Tab in AWV encounter - Update Procedural History to Allow Optional Entries with Conditional Results - Update "Attestation" Tab UI Design - Create "Prevention Plan" Tab - Remove the "Delete" Button and Add (*) indicator in the PMH Tab

ChartEasy v1.9.1 Deployment

Sat, 27 Sep 2025 06:00:48 -0000

- [Hotfix]: A/S fails to Merge Out of Range Vital Acute visit with H&P for New admits - Request to Pause Out-of-Range Visits - Providers Blocked from Finalizing Encounters Due to Depression Screening Validation - Application-side error displayed when viewing "Reason for Visit" for an unassigned visit in Kanban view - Update Focus Form Link in CE

ChartEasy v1.9.0 Deployment

Fri, 26 Sep 2025 09:13:00 -0000

AWV Clinical Program PDD-1884 - Enable Providers to Edit Immunization Fields for Blank Records PDD-1721 - Auto-populate ICD-10 CM Codes on PMH Screen for AWV PDD-1292 - Creation of Annual Wellness Visit (AWV) Encounter Type PDD-1288 - Addition of AWV Patients Tab PDD-1287 - Identification of Eligible Patients for AWV

ChartEasy v1.8.33 Deployment

Thu, 25 Sep 2025 06:45:18 -0000

- Bug: ChartEasy Fails to Recognize Provider's Signature Due to Long Document Length - [MatrixCare] Census Sync with MatrixCare via ChartEasy Jobs - [MatrixCare] Implement ADT^A08 Message Processing - [WEB][BUG] Unable to unselect Override Depression Screening options - COM-499 [DEV] Adding of Encounters in Clinical Documents Query - Server - Medication Code Saving Incorrectly, Affecting PCC Format

ChartEasy v1.8.32-2 Deployment

Sat, 20 Sep 2025 10:50:00 -0000

Re-release of additional feature in 1.8.32

ChartEasy v1.8.32 Deployment

Sat, 20 Sep 2025 07:00:00 -0000

1. PDD-280 – CRITICAL BUG: High Volume 'Invalid Date' Casting Exceptions in AdtRecord (effectiveDateTime) 2. PDD-798 – Error "Application error: a client-side exception has occurred" is displayed while adding Immunization 3. PDD-1010 – Wound Care: Template incorrectly overwrites multiple wound locations 4. PDD-1599 – Sort facilities in ChartEasy no longer available 5. PDD-1793 – Add ICD-10 Reference Guide under the Help (?) Icon in CE

ChartEasy v1.8.31 Deployment

Thu, 18 Sep 2025 07:00:00 -0000

- “Update Enrollment” in CCM is Removed in Production Instead of Test Facility - Add Facility Filter to Prescription Reports

ChartEasy v1.8.30 Deployment

Sat, 13 Sep 2025 06:00:44 -0000

- Cannot submit CCM timelogs for billing due to "undefined" error - Update "Check ECW Encs and CCMs" job to include old SIUs - Data discrepancy prevents deletion of CCM timelog - Restrict manual modification of SNF toggle button in patient chart - Update eCW billing logic to use ADT for POS code - Implement Real-time SNF Toggle Updates for New Patients - [WEB] Encounter > Wound Care > Assessments are missing - Display `medicareBeneficiaryIdentifier` in CE patient profile - Bug - Alert Components affected by Geolocation Banner Component - Adhoc: Optimize Query Performance - Patient Portal Account Activation for Patients without email

Partner Portal Deployment v1.5.18

Thu, 11 Sep 2025 08:40:27 -0000

PART-76 Implement Automated Monthly Partner Report in Partner Portal

ChartEasy v1.8.29 Deployment

Thu, 11 Sep 2025 07:00:00 -0000

- [PDD-1535](https://theoriamedical.atlassian.net/browse/PDD-1535) - [PDD-1387](https://theoriamedical.atlassian.net/browse/PDD-1387) - [PDD-1291](https://theoriamedical.atlassian.net/browse/PDD-1291) - [PDD-1239](https://theoriamedical.atlassian.net/browse/PDD-1239) - [PDD-1220](https://theoriamedical.atlassian.net/browse/PDD-1220) - [COM-531](https://theoriamedical.atlassian.net/browse/COM-531) - [COM-514](https://theoriamedical.atlassian.net/browse/COM-514) - [COM-373](https://theoriamedical.atlassian.net/browse/COM-373) - [CME-1639](https://theoriamedical.atlassian.net/browse/CME-1639)

ChartEasy v1.8.28 Deployment

Sat, 06 Sep 2025 07:00:17 -0000

- Providers are not displayed on Providers drop list on Follow-up Visit Suggestion page - ChartEasy freezes when accessing or interacting with the 'My System Settings' section

ChartEasy Deployment v1.8.27

Thu, 04 Sep 2025 05:00:27 -0000

https://theoriamedical.atlassian.net/browse/COM-237 https://theoriamedical.atlassian.net/browse/PDD-750 https://theoriamedical.atlassian.net/browse/PDD-602 https://theoriamedical.atlassian.net/browse/COM-440

ChartEasy Deployment v1.8.26

Mon, 01 Sep 2025 06:30:44 -0000

https://theoriamedical.atlassian.net/projects/PDD/versions/13875/tab/release-report-all-issues

ChartEasy v1.8.24 Deployment

Sat, 30 Aug 2025 06:15:00 -0000

- Create New Telemed - Asynchronous Encounter Type - Update/Remove Existing Telemed Visit Types & Create New Telemed - Asynchronous Visit Type - Prod Issue: Text entered via Dragon dictation is not retained in the "A/P" tab. - Update of CCM Patient Profile fields - Check for Missing CPT Codes in July 2025 Billing - Multi-Provider Assignment Support in CCM Patient's Profile - Automate Manual Audit for CPT Codes G0317 and G0318 - Add BetterStack Heartbeat Monitoring to Scheduled Jobs (per SRE request) - Optimize Jobs List

ChartEasy v1.8.23 Deployment

Thu, 28 Aug 2025 06:30:00 -0000

- Implement Hexnode Location Job for Provider Check-In/Out - Depression Screening – Error message shown when entering maximum allowed score of 27 - Mismatch in GUIDE Patients status count on Dashboard vs. Actual GUIDE Patient data - Optimize Jobs List - Prevent 'Sync Providers with ERX Job' from Processing Disabled Providers - Fix failed SIU errors caused by unsupported special characters - [WEB][BUG] Regulatory Visits Scheduled to Discharge Patients - eRX Update: Gabapentin Not Recognized as Controlled Substance in IL - Creation of Patient Portal Accounts for all Patients (Admitted and Discharged)

ChartEasy Deployment v1.8.22

Tue, 26 Aug 2025 05:30:30 -0000

https://theoriamedical.atlassian.net/projects/COM/versions/13716/tab/release-report-all-issues

ChartEasy v1.8.21 Deployment

Sat, 23 Aug 2025 06:00:34 -0000

- Enhancements to CG General Assessment Tab (HN Assessment) – Caregiver Field Behavior & PROMIS Scale Numbering - Scrolling on Pharmacies list is broken on iPad (Chrome/Safari) for Provider Fabienne Fify - [WEB] ChartEasy Freezing Issues - [WEB][BUG] Cannot add multiple imaging results using the Results > Imaging Results helper - CRITICAL BUG: High Volume 'Invalid Date' Casting Exceptions in AdtRecord (effectiveDateTime) - [SERVER] Validate RTH-RCA inputs from DSA before saving to the database - Follow-up Visit Suggestion: To be able to change the Visit Type & Provider Options

ChartEasy v1.8.20 Deployment

Thu, 21 Aug 2025 07:00:33 -0000

- Optimization for EncounterGlobalSearch - Resolve error and missing job logs for DFT messages - Preview Page Cannot Scroll Fully When Hardblock Banner Is Displayed for Missing Mandatory Fields - Implement Auto-fill for Missing Patient Data - Auto-Scheduling of Regulatory Visits for OPTUM Patients at Willow Creek (NC) - [Web] Room Location Mismatch Between ADT and Charteasy for Resident Rudolph Papes - Exporting of Assessment Responses for Submission to CMS (GUIDE Phase 2) - Patient List Sort Preference Not Retained After Patient Selection - Adjust Queries and Add IsActive Field from TM Admin

ChartEasy Deployment v1.8.19

Sat, 16 Aug 2025 05:00:58 -0000

https://theoriamedical.atlassian.net/projects/PDD/versions/13446/tab/release-report-all-issues https://theoriamedical.atlassian.net/projects/PDD/versions/13349/tab/release-report-all-issues https://theoriamedical.atlassian.net/projects/COM/versions/13521/tab/release-report-all-issues

ChartEasy v1.8.18 Deployment

Thu, 14 Aug 2025 07:00:54 -0000

- Outstanding Item Banner Not Displayed on Encounter Preview Page for GUIDE Provider Comprehensive Assessment; Error on Signing Encounter - “Application error: a client-side exception...” is displayed while navigating to the A/P tab for a "GUIDE Provider Comprehensive Assessment" encounter - Authentication Code Required for Non-Controlled Medication (Gabapentin) in Michigan - [WEB][BUG] Select Facility > Inactive Facility Appearing - [WEB] iPad: Multiple Tabs Modal Reappears - Exclude Advance Care Planning (ACP) from New Assessment/Treatment Plans Workflow - Update PM&R Template to Add "Chief Complaint" Section

ChartEasy Deployment v1.8.17

Sat, 09 Aug 2025 05:00:09 -0000

https://theoriamedical.atlassian.net/projects/PDD/versions/13186/tab/release-report-all-issues https://theoriamedical.atlassian.net/projects/PDD/versions/13281/tab/release-report-all-issues https://theoriamedical.atlassian.net/projects/COM/versions/13318/tab/release-report-all-issues?quickFilter=329

Theoria Institute v1.6.22

Fri, 08 Aug 2025 22:10:24 -0000

CME-927 Reminder Emails Sent After Course Completion – Dr. Carl Palffy

ChartEasy v1.8.16 Deployment

Thu, 07 Aug 2025 06:30:35 -0000

- [WEB] Exam Tab: Text Input Errors (Deletion/Auto-null Conversion) - [WEB] [UAT FINDINGS] Update A/P Tab in GUIDE Provider Comprehensive Assessment - [WEB] [UAT FINDINGS] Update the following fields as mandatory and not mandatory in GUIDE Provider Comprehensive Assessment Encounter - [WEB] [UAT FINDINGS] Remove hardblock in scheduling of GUIDE-related visits even if there is a billable visit scheduled on the same day - Autofound | Hard block fails to prevent the user from signing an encounter with a future date of service. - [Web] Error getting displayed when reopening a signed encounter - [WEB] Missing "Send to Billing" Button in Monthly Billing Settlement View - [SERVER] A/S > H&P visit was scheduled to APP - [WEB][BUG] Addendum notes missing from Encounter Preview. - [WEB] Patient Schedule > Kanban View > Include/Add Visit Type - "Reset" Option for Medication in A/P Tab is Not Working - Improve Wound Care Template Printed Note Ordering - [WEB] Global CPT Code Validation for SNF and AL/IL Facilities

ChartEasy v1.8.15 Deployment

Sat, 02 Aug 2025 05:30:40 -0000

- Remove the time slot option in Follow-up visits for Acute encounters - Subsequent Scheduling Prompt Persists After Being Declined Multiple Times - User fails to remove laboratory tests via cross icon or checkbox under A/P tab of the Encounter - [WEB] Discrepancy in Patient Census Count – Parkway Health - Change and Remove Pop-up: "CPT codes 99304, 99305, 99306 can only be billed by physicians per regulatory policies" - [WEB] Auto-Update GUIDE Patient Tab Columns upon Refresh Based on Assessment Completion - [WEB] Validation Prompts for Scheduling of GUIDE Assessment Visits - [WEB][BUG] Providers are able to delete open encounters created by other providers. - Split ERX Sync Bulk Update into Multiple Batches to Reduce Surescripts Load

ChartEasy v1.8.14 Deployment

Fri, 01 Aug 2025 06:00:52 -0000

[WEB] Scheduling Subsequent Acute Visits V2

ChartEasy v1.8.13 Deployment

Thu, 31 Jul 2025 08:15:08 -0000

Disable Send to Billing Button for CCS (Non-QHP) Users [WEB] [UAT FINDINGS] Restrict visibility of the "Export Response" button in the GUIDE Patient dashboard to Admins only (GUIDE Phase 1) [WEB] [UAT FINDINGS] Remove the default filter from "Admitted-Eligible" to "Clear" in the GUIDE Patient dashboard (GUIDE Phase 1) Configure SIU to Send Dummy Provider (NPI 1609362375) for RCM Add Export or Download button inside GUIDE Encounter for GUIDE Health Navigator and Provider Comprehensive Assessments [WEB] [BUG] Prevent Encounter Creation Without a Scheduled Visit for GUIDE Assessments (GUIDE Phase 1) [WEB][BUG] Settings > Feature Access and My System Settings (GUIDE Phase 1) [WEB] Review of System Tab: Text Input Errors (Deletion/Auto-null Conversion) [SERVER] Jobs > To fix Sync Accounts with Admin [WEB] Implement Saved e-Signature Management for e-Prescribing Attestations Enable Note Preview for Cancelled, and Administratively Closed Statuses

ChartEasy v1.8.12 Deployment

Tue, 29 Jul 2025 06:00:00 -0000

PDD-15 [WEB] Implement GUIDE Provider Comprehensive Assessment Completion

ChartEasy v1.8.11 Deployment

Sat, 26 Jul 2025 04:30:00 -0000

- Hide HHC Tab to Prevent Incorrect Encounter Creation - [WEB] [UAT FINDINGS] Conditional Display and Requirement Logic for CG Burden Assessment in GUIDE Health Navigator (GUIDE Phase 1) - Unable to Add Fluticasone Propionate via "Continue Medication" in A/P Tab - [Web] Question Marks Displayed in Exported Notes from Trilogy to MatrixCare (Stonegate) - [Web] Incorrect Facility Name Displayed in ChartEasy Patient Chart and Census View - Adjust auto-scheduling logic for hospice patients - [SERVER] ecW Additionals > More on setting timing on sending claims

Charteasy v1.8.10 Deployment

Thu, 24 Jul 2025 06:00:43 -0000

COM-340 Improvement: Similarity Tracker Logic Refinement (A/P Section - Code Filtering for Last 3 Notes) COM-346 Enhance A/P Similarity Checker Logic & Implement UI Visibility Toggle (UAT Control) COM-374 [DEV] Update Encounter End Pop-up: Generic Similarity Warning (Remove Specific ICD-10s) PDD-535 [SERVER] ChartEasy Collections > Add Timestamps PDD-200 [WEB] Encounter Audit > Disable Notification if Encounter Passed the Audit PDD-170 [SE][WEB][BUG] HHC > Added medication is not displayed in the encounter editor. PDD-388 Add Non-Billable Flag to SIU HL7 Messages for ECW PDD-575 [WEB] [UAT FINDINGS] Exclude Non-Required Sections from Hardblock in GUIDE Health Navigator Assessments (GUIDE Phase 1)

ChartEasy v1.8.8 Deployment

Fri, 18 Jul 2025 07:00:00 -0000

- [Web] Clicking "Preview and Sign" after editing Addendum Notes triggers error due to unhandled update

ChartEasy v1.8.9 Deployment

Fri, 18 Jul 2025 06:00:42 -0000

- Include Billed Items in Recompute CCM Bill Items (June 2025) - [Web] Time Logs Disappearing – Preventing Billing Submission (Autumn Woods Facility) - [Web] Identical Clinical Notes Displayed for Different Patients in Wound Care Visit - [Web] Extreme slowness and delays when loading notes, opening encounters, and accessing diagnosis codes. - [WEB] Reports > Receiving an error "Report URL Undefined" when trying to download an Open Encounter Report - Improvement: Remove ACO Enrollment Form as Hard Blocker for Note Closure - Bug: Update Condition to Render "Other Relevant Interventions" in Encounter Preview - Repush Encounters with Old A/P Notes Template to PCC Using New Template

Charteasy v1.8.7 Deployment

Thu, 17 Jul 2025 06:30:47 -0000

COM-343 Create PCC Formatter for Out of Range Vitals PDD-414 [WEB] Null Error on Manual Push to MatrixCare – unpublishedAddendums.length Fails PDD-398 [WEB] Signed Note Displays Incorrect Date in PCC (ENC2508415 – Hyojoon Cha FNP-C) PDD-240 [Web] Discrepancy in Enrolling Provider Display on CCM Enrolled Patients List PDD-295 [SERVER] A/S > Auto-scheduling of H&P Visit for Readmitted Patients within 72 hours Without Completed H&P COM-217 UI/UX Improvement for ICD-10 Search - Display Deactivated Codes PDD-318 [WEB] Error 400 When Saving Time Spent with Decimal Values (AP Section) PDD-22 [WEB] Implement GUIDE Health Navigator Assessment Completion Workflow PDD-316 Investigate and Resolve Application Error When Reviewing Pharmacy Change Request PDD-264 [WEB][BUG] Wound Care Encounters > Wound record Actions button

Charteasy v1.8.6 Deployment

Sat, 12 Jul 2025 05:40:00 -0000

PDD-425 Hotfix GUIDE widget not included in feature flag PDD-424 CRITICAL: Investigate Blank CPT Codes in CCM Billing Report Post-APCM Update PDD-422 [Web] Controlled Substance Prescriptions Failing – Fax Number Not Sent to Surescripts PDD-293 [WEB] Medical Document Duplicates PDD-175 Failed to Send Controlled Substance Order: Order ID Mismatch PDD-172 Investigate and Resolve "Failed to Send Order ID: Not found" - Exostar unknown_credential Error COM-333 Treatment Tab Selection Resets Scroll Position, Hindering Workflow COM-320 Enhance A/P Section: Standardize Required Field Indication and Treatment Plan Clarity COM-259 [WEB] Audits Page: Patient List & Search Functionality Issues (Missing Records & Limited Search)

ChartEasy v1.8.4 Deployment

Thu, 10 Jul 2025 07:45:29 -0000

- [SERVER] Signed Encounter > Missing HPI in Old Notes - Save Phone Number During Matrixcare CSF Pull / Sync - [WEB] HPI Age/Gender Detection Failure & Sign Encounter Error (Web + GraphQL) -[WEB] Implement GUIDE Assessment Visit Scheduling and Management - [SERVER] A/S > Auto-scheduling of H&P Visit for Readmitted Patients within 72 hours Without Completed H&P - Change authentication for the acute visit scheduling endpoint /scheduling/visits/acute to check for clientSecret - Decouple Encounter PDF Generation: Implement Async Batch & On-Demand Creation -[WEB] Implement Tracking for CPT Code Note Signing Failures (related to CHART-5635)

ChartEasy v1.8.3 Deployment

Wed, 09 Jul 2025 00:45:00 -0000

- DFT messages not created/pushed due to SIU messages being misidentified as DFT

ChartEasy v1.8.2 Deployment

Tue, 08 Jul 2025 06:30:01 -0000

- Addendum creation incorrectly associates with source month instead of new month for time logs

Charteasy v1.8.0 Deployment

Thu, 03 Jul 2025 05:20:51 -0000

PDD-219 [WEB] A/P Tab > Re-allow Copying of ICD-10 Codes PDD-16 [WEB] Implement GUIDE Patient Tagging and Monitoring in CE PDD-138 [WEB] Implement eRx Pharmacy Favorites Functionality PDD-133 [WEB] Implement eRx Provider-Managed Default Pharmacies PDD-274 [WEB] Intermittent Failure of ICD10 Search on A/P Tab (Requires Multiple Attempts) PDD-288 [Web] CCM Enrolled Patients Displaying “Enroll to CCM” Prompt Instead of Existing Care Plans PDD-303 Missing Historical CCM Logs Across Multiple Facilities — Possible Regression After CCM Declination Hot Fix PDD-329 Implement Backend Tagging of CCM Patients with Criteria Levels & Auto-assign CPT Codes COM-262 Configure Screening Requirements: Only require SDOH, Tobacco, and Fall Screenings for DOS after Jun 21, 2025 COM-263 Implement Server-Side Validation for A/P Section Hard Block Bypass COM-283 Hotfix: Investigate: Daily Patient Limit Miscalculation Due to First Encounter Query COM-293 PROD QA Findings: Enhance Tobacco Cessation Workflow: Integrate G0030 for Brief Counseling (<= 3 Minutes) COM-295 Investigate Visual Discrepancy - CPT Codes Tab Incorrectly Shows "Results" as Incomplete

ChartEasy v1.7.35 Deployment

Wed, 02 Jul 2025 06:00:00 -0000

- PD-190 - Implement Targeted Sync Job for ERX (SureScripts) Updates by Facility

Charteasy v1.7.34 Deployment

Tue, 01 Jul 2025 05:00:35 -0000

COM-285 PROD QA FIndings: Remove Unnecessary Required Fields from Results & A/P Tabs

ChartEasy v1.7.33 Deployment

Mon, 30 Jun 2025 06:30:48 -0000

- CHART-5766 - Assign Criteria Level and Auto-tag APCM CPT Codes - CHART-5986 - Optimize Stalled Daily Reset Job Due to Large Query Load - CHART-5983 - Update Backend HCC Recapture List for June

ChartEasy v1.7.32 Deployment

Sat, 28 Jun 2025 07:30:00 -0000

- [Web] Auto-finalize insurance info in ECW upon receiving ADT outbound files - [WEB] Flagged Vitals > Update Range of Vital Trigger - [WEB] E-Prescribe > Syncing of Patient Details - [WEB] [Sync Providers with ERX] Duplicates disabled Providers - [SERVER] eCW > Send SIU Message every signed encounter - Remove Unnecessary Required Fields from Results & A/P Tabs - Enhance Tobacco Cessation Workflow: Integrate G0030 for Brief Counseling (<= 3 Minutes) - CPT Code 99406 Logic: Adjust Time Statement Range from [3-10] to (>3 - 10) Minutes - Update Tobacco Counseling 'Time Spent' Verbiage (Conditional for Post-Release Notes) - ChartEasy Web: Intermittent Failure to Add Meds via Click Buttons to A/P

ChartEasy v1.7.31 Deployment

Thu, 26 Jun 2025 06:00:25 -0000

- For Optimization: UpdateEncounter - Presets not loading on mobile - [Web] Updating encounter returns HTTP 400 error when navigating away and returning to the encounter page - [SE] Implement Daily Patient Visit Limits for Providers - Exclude Non-Billable Visit to visit count - Assessment Field Not Visually Indicated as Required and Preventing Signing - Bug: Time Spent for Tobacco Cessation Does Not Accept Decimals & Fails for 10.x Values

Charteasy v1.7.30 Deployment

Tue, 24 Jun 2025 06:45:32 -0000

CHART-5932 [HOTFIX] Screenings Section not Loading CHART-5933 [HOTFIX] Encounter Preview not Loading (recordedDate is null) CHART-5915 For Optimization: eRx Queries - Indexing of Foreign Keys

ChartEasy v1.7.29 Deployment

Sat, 21 Jun 2025 06:00:49 -0000

- [WEB] CCM > Deleted Addendums Still Appear in the List - For Optimization: LLMQueue

ChartEasy v1.7.28 Re-Deployment

Thu, 19 Jun 2025 17:00:03 -0000

- CHART-5084 [WEB] CCM > To allow Super Admin to delete signed CCM note - CHART-5747 [Surescripts] Date Passing Issue with New Prescription Requests - CHART-5757 [SERVER] Synchronize Facility Contact Number for e-Prescribing - CHART-5872 Investigate "Create Order" fails with Status Code 400 and forces user logout - CHART-5918 ChartEasy Web - Update Pendo to Use masterAccountId and Align Metadata Across Mobile and Web - CHART-5878 For Optimization: Preset - CHART-5903 For Optimization: "Find Dispensable Drug" Query on Medications Tab - CHART-5917 Add Browser Tab Identifier to Note Draft Logs (Cache & Database) - COM-54 Implement Non-Pharmacologic Options for Hypertension Management in ChartEasy - COM-86 Integrate Social Determinants of Health to Enhance MIPS and ACO Outcomes - COM-215 "Outstanding Items" Banner Displays Incorrectly on Completed Encounters

Charteasy v1.7.27 Rollback

Thu, 19 Jun 2025 09:16:57 -0000

Rollback from v1.7.28 to v1.7.27

Charteasy v1.7.28 Deployment

Thu, 19 Jun 2025 07:15:12 -0000

CHART-5084 [WEB] CCM > To allow Super Admin to delete signed CCM note CHART-5747 [Surescripts] Date Passing Issue with New Prescription Requests CHART-5757 [SERVER] Synchronize Facility Contact Number for e-Prescribing CHART-5872 Investigate "Create Order" fails with Status Code 400 and forces user logout CHART-5918 ChartEasy Web - Update Pendo to Use masterAccountId and Align Metadata Across Mobile and Web CHART-5875 For Optimization: Preset CHART-5903 For Optimization: "Find Dispensable Drug" Query on Medications Tab CHART-5917 Add Browser Tab Identifier to Note Draft Logs (Cache & Database) COM-54 Implement Non-Pharmacologic Options for Hypertension Management in ChartEasy COM-86 Integrate Social Determinants of Health to Enhance MIPS and ACO Outcomes COM-215 "Outstanding Items" Banner Displays Incorrectly on Completed Encounters

Charteasy v1.7.27 Deployment

Tue, 17 Jun 2025 06:30:16 -0000

CHART-5900 Failed to fetch (erx) orders COM-119 Batch updating of Medications COM-222 Revert CPT Codes Dropdown Text to "Select CPT Codes"

Charteasy v1.7.26 Deployment

Sat, 14 Jun 2025 07:30:27 -0000

CHART-5700 Allow Ordering of Medical Supplies and Auto-Gray Out Irrelevant Fields CHART-5879 For Optimization: PCDAuditCases CHART-5895 Location Banner Persists & Blocks Content on iPad COM-196 Encounter Signing Fails with "Failed to proceed to sig..." Response

ChartEasy v1.7.25 Deployment

Fri, 13 Jun 2025 06:00:00 -0000

Optimize slow running queries, Monitoring for graphql, mongo, express

ChartEasy v1.7.24 Deployment

Thu, 12 Jun 2025 02:30:00 -0000

Multiple Tabs Warning, ICD10 search "No recent search found", Toggable Telemetry, Tobacco Hard Block, Assessment Enhance Provider Workflow

ChartEasy v1.7.23 Deployment

Tue, 10 Jun 2025 23:00:00 -0000

- [WEB] Optimize Encounter Page Notes - Age and Gender Check Performance in HPI Tab - [WEB] Optimize Encounter Page Notes - Similarity Checker Performance for HPI and A/P Tabs - [WEB] Eliminate Unnecessary API Polling & Implement Stop-on-Error for All Encounter Tabs with SpeakEasy - Implement Visit Type Exemptions for Auto-Audit Processes

ChartEasy v1.7.22 Deployment

Mon, 09 Jun 2025 05:00:00 -0000

- WEB Type ahead for ICD10CM Code Search

ChartEasy v1.7.21 Deployment

Sat, 07 Jun 2025 08:00:00 -0000

- Azure Application Insights - Pendo

ICD10 Code Search - Fixes and Performance Improvement

Fri, 06 Jun 2025 12:15:30 -0000

ICD10 Code Search - Fixes and Performance Improvement

Charteasy v1.7.19 Deployment

Thu, 05 Jun 2025 06:45:00 -0000

COM-124 Encounter Deletion Limit for Automation Testing COM-24 Implement Hard Block to Complete Annual Fall Screening CHART-5736 Enable New ECW Workflow for All Facilities via Feature Flag Update

ChartEasy v1.7.17 Deployment

Sat, 31 May 2025 05:15:00 -0000

CHART-5083: [SERVER] A/S > Remove delay on removing schedules when a patient is discharged. CHART-5436: [SERVER] Implement a Feature Flag to Exclude Geolocation for Accounts. CHART-5473: [SERVER] Include the adding of eRx access in the identity proofing process. CHART-5546: [WEB] Surescripts > Handle workflow for Incoming Messages Webhook Errors. CHART-5612: [WEB] Implement sorting functionality within the Orders, Pending, and Voided tabs in eRx. CHART-5627: [WEB] Implement Type-Ahead Search for eRx Dropdown Menus. CHART-5630: [WEB] Update eRx Guide. CHART-5650: Fix "Response not successful: Received status code 400 - allergies". CHART-5651: Fix "Response not successful: Received status code 400 - pastFamilyHistory". CHART-5652: Fix "Response not successful: Received status code 400 - hpi3 / hpi3 subsections". CHART-5653: Fix "Response not successful: Received status code 400 - results". CHART-5654: Fix "Response not successful: Received status code 400 - medications". CHART-5681: Warn Users About Data Loss If Same Encounter is Opened in Multiple Tabs. CHART-5715: Add Surescripts Axios Requests to ApiRequest logs.

ChartEasy v1.7.16 Deployment

Mon, 26 May 2025 13:30:00 -0000

This deployment is the rollback for COM-62 [SE] Implement Daily Patient Visit Limits for Providers

ChartEasy v1.7.15 Deployment

Sat, 24 May 2025 06:00:11 -0000

CHART-4412: Display MatrixCare Resident ID in the Patient Chart. CHART-4816: Fix inability to use Presets in HHC form. CHART-4909: Enable booking of Annual ACP Review in A/S. CHART-5396: Display a "Warning Sign" Icon for Flagged Vitals. CHART-5405: Resolve issue preventing signing in RPM Billing. CHART-5615: Add Date of Birth to the Patient List in E-Prescribe. CHART-5629: Correct an incorrect encounter link due to duplicate patient names (specifically for Ronald Cooper). CHART-5637: Create a job for resending eCW messages and improve HL7 message sanitation. CHART-5685: Add the number of attempts in ClientLog. CHART-5699: Add pop-up reminders and banners to remind providers to perform identity proofing. COM-7: Implement logic for CPT code changes after audit and enforce re-audit for CPT code changes in Signed Encounters. COM-53: Implement a CCM Documentation Care Plan Template with Time Logs. COM-62: Implement daily patient visit limits for providers. COM-73: Implement a CCM Documentation Care Plan Template with Signatures. COM-82: Implement logic for CPT code changes after audit and enforce re-audit for addendums in Signed Encounters.

ChartEasy v1.7.14 Deployment

Sat, 17 May 2025 06:50:00 -0000

Add loggers and error handling in ChartEasy Web

ChartEasy v1.7.13 Deployment

Thu, 15 May 2025 06:40:53 -0000

Redirect Canadian Address Providers to Webcam Proofing Instead of Standard Identity Flow, To update the data to be rendered for Medications in UI instead of rxCuiDesc update it to dispensableDrugDesc, Identity Proofing > To display actual error messages when trying to verify

ChartEasy v1.7.12 Deployment

Thu, 08 May 2025 06:50:33 -0000

Identify OTC Meds from Med Source, Develop API Endpoint for Scheduling Acute Visits in ChatEasy and Partner Portal, Sync PCC Patients > To set `US` as default country code instead of Unknown, Exclude App Admins from Delete Encounter Limit Validator

ChartEasy v1.7.11 Deployment

Fri, 02 May 2025 05:40:00 -0000

Pharmacy query has been expanded to also filter using standardized city and standardized state.

ChartEasy v1.7.10 Deployment

Thu, 01 May 2025 07:17:26 -0000

E-Prescribe voiding of prescription Facility being remove during update prescriber Invalid dosageNotes and sig defaults

ChartEasy v1.7.0 Deployment

Tue, 08 Apr 2025 05:00:11 -0000

ERX Deployment

TM Admin v1.3.32 Deployment

Sat, 29 Mar 2025 04:00:24 -0000

- [ENHANCEMENT] License Indicator > Medical and DEA

ChartEasy v1.6.23 Deployment

Fri, 28 Mar 2025 05:15:14 -0000

- [ICD10 Code Search] Improve Performance of Searches - [WEB] RPM Billing > Cannot Proceed with Signing - [SERVER] RXNT > Adding the rXNorm with the same RXNormCode value - [SERVER] Add Date Range Parameters for Pull Progress Notes From Pcc Job - [WEB] Reports > Open Encounters | To add auditing encounters in the report

ChartEasy v1.6.23 Partial Deployment

Wed, 26 Mar 2025 09:00:08 -0000

- [WEB][BUG] CCM > Unable to Bill CCM Time Log - [WEB] APCM > Allow Care Plan Submission for Patient not in the Facility

ChartEasy v1.6.22 Deployment

Tue, 18 Mar 2025 05:15:01 -0000

- [SERVER] Encounter Audit > To align timing for the Encounter Audit Webhook and signEncounter Workflow - [WEB] Encounter > Improve error message display for signed encounters not pushing to PCC - [WEB] Flagged Vitals > Update Range of Vital Trigger - [WEB] Onboarding Facility > Calendar Check Exception - [WEB] A/P Tab Similarity Checker > Last 3 Recent Notes - [WEB] HPI Tab Similarity Checker > Last 3 Recent Notes - [WEB] Update "ChartEasy Support" Link - [Adhoc] Encounter > Re-allow provider to access delete encounters - [SERVER] eCW > Blank Error Visit Type - [WEB] APCM > Adding of Addendum - [WEB][BUG] Telemed - Fall Assessment issues - [Adhoc] To add HCC codes and display in the Recapture Page

ChartEasy v1.6.21 - Hotfix Deployment

Sat, 08 Mar 2025 08:00:22 -0000

- RPM Vitals feature flags

ChartEasy v1.6.21 - Hotfix Deployment

Wed, 05 Mar 2025 11:40:30 -0000

Wound Care Visit > Remove Similarity Checker

ChartEasy v1.6.21 Deployment

Fri, 28 Feb 2025 09:00:58 -0000

- CCM Dashboard & Widget - RPM Flagged Vitals transition to RPM Vitals - RPM Flagged Vitals > View and Download - RPM Billing > ecW Message - RPM Flagged Vitals filter issues - HPI Tab > Hardblock & Softblock Adjustments for Similarity Checkers - A/P Tab > Hardblock & Softblock Adjustments for Similarity Checkers - eCW Adjustment > Adjust gap between sending ADT and SIU

ChartEasy v1.6.20 Deployment

Thu, 27 Feb 2025 08:45:38 -0000

- CCM -> Complexity filters do not properly filter based on selected complexity status - [ENCOUNTER PREVIEW] Multiple request issue - [Adhoc] For Investigation > Logs yesterday are still showing today - [SERVER] Jobs | Automated Daily Tagging and Generation of Report for ACO Eligible Patients - [SERVER] Sync Facilities from TM Admin > Need to add `IsActive` field

ChartEasy v1.6.19 Deployment

Fri, 21 Feb 2025 07:45:10 -0000

- HHC > Use Facility Contact Info for HHC Certificate - Auto log out a user when deactivated - Logging Improvements - A/S > To remove `Hospice` patients from the Autoscheduling - SDOH Survey > Prompt survey schedule to update once every day - Job > Reset Declined or Pended ACO Status

Server Maintenance

Sat, 08 Feb 2025 06:00:00 -0000

- Upgrade MongoDB version from 5.0 to 6.0 - Install Redis Sentinel for high availability

ChartEasy v1.6.17 Deployment

Thu, 06 Feb 2025 07:00:12 -0000

- Medical Documents Page > Email formatting affects the layout - Diagnostic Result > Missing initial values when editing results. - Encounter > To not set signedDate when encounter is submitted for auditing

ChartEasy v1.6.16 Deployment

Sat, 01 Feb 2025 06:00:08 -0000

- Chat <> Chart Integration > Implement Facility Access - DSI Pages > Make Page Editable & Extraction of Data - Allow Auth Representative to download CCDA and PDF

ChartEasy v1.6.15 Deployment

Thu, 23 Jan 2025 08:30:05 -0000

- Matrixcare Census Subscriber Feed

Hotifx Deployment - Charteasy v1.6.14

Thu, 16 Jan 2025 18:15:00 -0000

- Remove Incomplete Assessment - RPM > Unable to open RPM Follow-up encounter due to error

ChartEasy v1.6.14 Deployment

Thu, 16 Jan 2025 07:30:00 -0000

- HPI Tab > Implement Minimum Character Checker - A/P Tab > Implement Char Checker - A/P Tab > Hardblock & Softblock Implementation for Similarity Checkers - HPI Tab > Hardblock & Softblock Implementation for Similarity Checkers - Time Log > Change Time Statement for CCM Care Plans into an Optional Field - Change Tag Color for “Auditing” Status - ICD-10 Search > Encountering error `Failed to generate AI response (Please search again)` - Telehealth Template | Make CCM Enrollment as optional

ChartEasy v1.6.13 Deployment

Tue, 31 Dec 2024 07:10:39 -0000

Releasing ONC Certification requirement and hotfixes.

Hotifx Deployment - Charteasy v1.6.11

Fri, 13 Dec 2024 06:30:47 -0000

- Optional chaining for rpmv2 enrolled by in Enroll Patient CCM - PCC OrgUUID in XandarKardian API

ChartEasy v1.6.11 Deployment

Wed, 11 Dec 2024 06:00:00 -0000

- RPM Flagged Vitals - RPM Billing - RPM Validation for CCM Enrolling Providers - ACP Attestation Text - PTO Form - SDOH Survey Prompt every 2 days -

ChartEasy v1.6.10 - Deployment

Wed, 04 Dec 2024 07:00:29 -0000

- Hotfix for new eCW workflow - AutoSchedule acute followups for significant weight change

Server Migration

Tue, 03 Dec 2024 05:00:00 -0000

Convert our routing server to a more suitable type to handle high network traffic. This will be a full system downtime for about an hour. We will provide an update if the migration is completed earlier that expected.

ChartEasy v1.6.9 - Deployment

Mon, 02 Dec 2024 05:30:29 -0000

- New eCW billing workflow with automations - Auto schedule failed booking logs - Bug fix on cancelling acute schedules

TM Admin v1.3.28 - Deployment

Wed, 27 Nov 2024 22:00:00 -0000

- UI Improvements - Fix Institute account groups

ChartEasy v1.6.8 Deployment

Wed, 27 Nov 2024 08:00:35 -0000

- Do Not Meds To Reduce, Unreviewed Labs, and Diagnostic Results for Hospice, Pace, Optum Patients

Hotifx Deployment - Charteasy v1.6.7

Tue, 26 Nov 2024 04:00:00 -0000

Provider Schedules - To Add Location Column - Different UI View in Patient Schedule - Inaccurate Pagination on Census Page - Include Patient Schedule and Details - Patient Chart > Lag When Switching from Patient to Next

ChartEasy v1.6.6 Deployment

Sat, 23 Nov 2024 06:30:00 -0000

- Display Reason for Visit and Sorting Updates for Patient Schedules - Update Access to Download Patient Records for Encounter and Care Plan Notes - RPM XK Slack Alerts for Stratford and Northland - Improve Check-In/Out Performance

Hotifx Deployment - Charteasy v1.6.5

Thu, 21 Nov 2024 06:00:00 -0000

- Disable Previous Encounter Helper banner should appear only on UAT Facilities

ChartEasy v1.6.5 Deployment

Wed, 20 Nov 2024 04:00:00 -0000

- CCM Enrollment in Patient Chart - Disable Previous Encounter Helper for all Providers - Redirect to ACO page after Submitting Completed Form - Add Error Log for DSA API

ChartEasy v1.6.4 Deployment

Tue, 19 Nov 2024 04:50:00 -0000

Discontinue CCM for Discharged Patients Update Minimum Minutes Required for 99306 Hard Block for MDM

ChartEasy v1.6.3 - Hotfix Deployment

Mon, 18 Nov 2024 05:30:00 -0000

Maintenance completed

ChartEasy v1.6.3 - Hotfix Deployment

Mon, 18 Nov 2024 05:00:00 -0000

Hotfix for ChartEasy Web SDOH Adjust Check In/Out proximity