Maintenance

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...

• 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

• [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...

• 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.

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• 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

• 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 ...

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

• 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

• 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%

• 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

• 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 P...

• Temporarily Remove Identity Proofing Workflow Logic That Revokes eRx Access Causing Provider Disabling
• Create Feature Flag for OOR Workflow
• Implement Script to Preemptively Re-enable Permissions and Prevent Service Level Mismatch
• Implement Audit Logging for All Threshold Configuration Changes
• Modify Patient Schedule Tab to Allow Creation and Schedule Dismissal
• Implement Guardrails using Interactive Sliders for Threshold Adjustment
• Refactor Flagged Vital Thresholds from Hard-Code...

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

• 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 C...

• 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 ti...

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

• [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 Medi...