Maintenance

• 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

• [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 Statem...

• 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

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

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

• 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 D...

Rollback from v1.7.28 to v1.7.27

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 Dru...

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

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

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

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

• [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

• WEB Type ahead for ICD10CM Code Search

• Azure Application Insights
• Pendo

ICD10 Code Search - Fixes and Performance Improvement

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

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 Ass...

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

• 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
• [SER...

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...

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

• 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 ...

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 Deacti...

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 ...

• [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 Encounte...

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

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

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 Facil...

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

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

• 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 r...

• 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...

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

• 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 databas...

• 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...

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

• 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...

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

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

• [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 encounte...

• 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 Assess...

[WEB] Scheduling Subsequent Acute Visits V2