Maintenance

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

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

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...

• 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

• [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...

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 ...

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...

• [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-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...

• 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...

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

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...

[WEB] Scheduling Subsequent Acute Visits V2

• 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] 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...

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

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

• 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/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

• 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...

• 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...

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

• 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...

• 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...

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

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

• 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

PART-76 Implement Automated Monthly Partner Report in Partner Portal

• PDD-1535
• PDD-1387
• PDD-1291
• PDD-1239
• PDD-1220
• COM-531
• COM-514
• [COM-373](https://theoriamedic...

• 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 Compone...

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

Re-release of additional feature in 1.8.32

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

• 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

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

• [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

• 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 "Del...