Maintenance

• 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

• 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...

• [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

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

• 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

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

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

• 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...

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...

• 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

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

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

• 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%

• 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

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

• 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 ...

• 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

-

• 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] Error when trying to update Facility Info

• 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 He...

• 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