Maintenance

• 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...

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

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-R...

• [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

• [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

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Restore Default Date Filter for e-Prescribe Pending Tab

Done with the deployment both legacy and PHI.

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

• 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: Reboo...

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