View
213
Download
0
Category
Preview:
Citation preview
TIME V7.2 Service Pack 23
Release Notes Page 1 of 61 Last Saved: 1/5/2016
TIME V7.2 Service Pack 23
Contents
TIME V7.2 Service Pack 23 ....................................................................................................................................... 1 Enhancements – Clinical ........................................................................................................................................ 3
Crystal Reports – QAPI Dry Weight Pct Variance Report .................................................................................. 3 Dialysis Order Changes ...................................................................................................................................... 4 Progress Notes ................................................................................................................................................... 5 Remove Reference to Method ............................................................................................................................ 7 Extended Care Team .......................................................................................................................................... 8
Enhancements – General ....................................................................................................................................... 8 Technology Upgrade ........................................................................................................................................... 8
Enhancements - Interfaces ................................................................................................................................... 10 HL7 2.5.1 Inbound (to TIME) and Outbound (from TIME) ADT ........................................................................ 10
Custom ................................................................................................................................................................. 10 WO 3052 USRC Performance Tracking Purge ................................................................................................ 10
Custom – General ................................................................................................................................................ 10 Common ............................................................................................................................................................... 11
Patient Info Selections ...................................................................................................................................... 11 Clinical .................................................................................................................................................................. 12
Access Maintenance Module ............................................................................................................................ 12 Assessment/Care Plan Alerts and Notifications ............................................................................................... 13 Clinical Registration .......................................................................................................................................... 14 Crystal Reports – Admin Svc View ................................................................................................................... 15 Crystal Reports – Patient Status History Report............................................................................................... 15 Crystal Reports – Treatment Counts Report .................................................................................................... 16 Family History ................................................................................................................................................... 16 Hemodialysis Flowsheet – Machine Check Screen .......................................................................................... 17 Hemodialysis Flowsheets Rpt ........................................................................................................................... 17 Home Dialysis Service Charting ....................................................................................................................... 18 Infection Control Report .................................................................................................................................... 19 Medication Orders ............................................................................................................................................. 19 Patient Inquiry ................................................................................................................................................... 20 Service Charting ............................................................................................................................................... 20
Financial ............................................................................................................................................................... 21 Additional Codes – Occurrence Codes ............................................................................................................. 21 Crystal Reports – Payer Mix Census ................................................................................................................ 22 Deposit Summary report ................................................................................................................................... 22 Payment Transactions ...................................................................................................................................... 22 Reassign Diagnosis Codes ............................................................................................................................... 23 Reimbursement Schedule................................................................................................................................. 24 Send to Collections Utility ................................................................................................................................. 25
Interfaces .............................................................................................................................................................. 25 Charge Extractor ............................................................................................................................................... 25 Inbound (to TIME) ADT ..................................................................................................................................... 26
Clinical Appendices .............................................................................................................................................. 26
TIME V7.2 Service Pack 23
Release Notes Page 2 of 61 Last Saved: 1/5/2016
Appendix A – Dialysis Order Changes ............................................................................................................. 26 Appendix B – Progress Notes ........................................................................................................................... 37 Appendix C – Remove Reference to Method ................................................................................................... 51 Extended Care Team ........................................................................................................................................ 56
TIME V7.2 Service Pack 23
Release Notes Page 3 of 61 Last Saved: 1/5/2016
Enhancements – Clinical NOTICE: TIME V7.2 Service Pack 23 contains two significant technology changes. We upgraded the underlying
technology from Progress OpenEdge 10.2B to OpenEdge 11.4. In addition, we completely re-engineered the
technology used for Progress Note so that Progress Notes can run reliably in Windows 7/Windows 8.x/Windows
Server 2008/Windows Server 2012. Because of these significant changes, it is highly recommended you allocate
more time than usual during your In-Service testing to make sure these changes work as expected in your
environment. (no documentation required)
Crystal Reports – QAPI Dry Weight Pct Variance Report Compliance auditors at multiple sites requested that users provide information about the number of treatments
with a variance between the ordered dry weight and the post weight. In some cases, they wanted to know
when the post weight was a difference greater than x% of the dry weight. In other instances, the compliance
auditors wanted to know if the weight removed during the treatment was greater than x% of the dry weight. In
response to the auditors’ requests, the new QAPI Dry Weight Pct Variance Crystal Report was created.
The following parameters may be set when generating this report:
1. Facility – users may select all, one or several facilities to report.
2. Date Range – users may define the date range of the flowsheets whose dry weight variances meet the
report criteria.
3. Variation Percentage – users may define the percentage of variance to check the flowsheets when
sorting the records to report. The report will find all flowsheets with a percentage higher than the
entered value. Therefore, if you enter ‘5’, the report will display all flowsheets with a percent variance
greater than 5%.
4. Variance Type – There are two types of variance that may be selected:
a. Weight Loss: When Weight Loss is selected, the report will identify flowsheets where the
treatment’s weight loss divided by the patient’s ordered dry weight is greater than the entered
percentage.
b. Post Weight: When Post Weight is selected, the report will identify flowsheets where the
difference between the patient’s ordered dry weight and the treatment’s post weight, divided
by the patient’s ordered dry weight, is greater than the entered percentage.
No documentation required. Add to Key User Training Agenda – QAPI Reports section
A sample report is displayed below:
TIME V7.2 Service Pack 23
Release Notes Page 4 of 61 Last Saved: 1/5/2016
Dialysis Order Changes The purpose of this project is to enhance the ability to more specifically order a hemodialysis dialysate or
dialysates delivered during a hemodialysis patient’s treatment. In order to meet this objective, the following
changes have been made to the TIME system (NOTE: These changes apply only to hemodialysis orders):
1. A new table, the Bath Type table, has been added to the Medical Records Codes menu. A Bath Type
code includes the following information: Documentation needed to the Medical Record Codes
Document. Need to add to Code Table Training Agenda and Worksheet documents
a. Bath Type Code
b. Bath Type Description
c. Calculation Type (+, -, x, or / - that is, add, subtract, multiply or divide)
d. Calculation Number
2. A new field, the Total Delivered Buffer field, has been added to the hemodialysis dialysis order screen.
When a bath type, defined above, is ordered as a patient’s bath, the system will calculate this value
based on the following formula:
a. Base Bicarb (the new field introduced in SP22), Calculation Type, Calculation Number
b. For example, the Base Bicarb is entered as 25, the Calculation Type for the selected bath is +,
and the Calculation Number for the selected bath is 8, the system would calculate the Total
Delivered Buffer to be 33 (25+8=33). (Documenation will be needed if this functionality will be
displayed by default including screen new screen shots and field definitions. If it is hidden by
default we will need to update the optional sessing section. Need to include this as
preference decision in the Core Group Decisions Document)
3. An option has been added to allow users to hide or display this functionality.
4. The new dialysate information is available on the following applications:
a. The Treatment Rx and Connect screens of the Hemodialysis Flowsheet (documentation required
if on by default)
b. Flowsheet History screen (documentation required if on by default)
TIME V7.2 Service Pack 23
Release Notes Page 5 of 61 Last Saved: 1/5/2016
c. The Hemo Orders screen part of the Physicians Rounding App (No documentation required as
we do not get into this level of detail within this document)
d. The new dialysate information is available on the hemodialysis dialysis orders and flowsheet
history Progress Note Template Data Elements. No documentation required as we do not get
into this level of detail within this document)
e. The new dialysate information is displayed on the following clinical reports: No documentation
required as we do not get into this level of detail within this document)
i. Hemodialysis Flowsheet
ii. Physicians Rounding Report
iii. Patient Review Report
iv. Dialysis Orders Report
v. As You Like It Report
5. A new Infobutton has been added to the hemodialysis Dialysis Orders screen. When the Infobutton is
selected, you are taken to the Medline Plus website to provide additional clinical information.
(documentation required – update screen shot)
See Appendix A for more details.
Progress Notes The Progress Notes application has been overhauled to use newer technology so that progress notes may be
shared using many different user interfaces. Old progress notes may still be modified and copied, and existing
progress note templates have been converted to work with the new technology. In addition, a new application,
the Organize Progress Note Templates application, has been added to provide a more streamlined and efficient
means by which users may select a template. Stored progress note templates may now be marked as shared or
not shared with other users. If a template is shared, it may be further filtered by granting access by user,
security group or by facility. By targeting specifically with whom a template is to be shared, the overall list of
stored progress note templates for any given user is shortened and more easily managed..
The following changes have been made to the Progress Notes and Progress Note Templates applications:
1. The following changes have been made to the Progress Notes application:
a. The following changes have been made to the Edit menu of the Add/Edit Progress Notes screen:
i. The Undo and Redo menu options, selected from the Edit menu of the Add/Edit
Progress Notes screen, now support multiple undos and redos. (Documentation
required – Procedure section)
ii. The Delete option has been removed from the Edit menu of the Add/Edit Progress
Notes screen. (There does not appear to be a screen shot with the Edit Menu at this
time )
iii. The Search and Replace dialog boxes have been enhanced with additional options.
(There does not appear to be a screen shot with the Edit Menu at this time –
recommend created screen shots for this functionality and entering supporting bullets
in the procedure section)
b. Users may now select page ranges when printing multi-page documents. (Docuemntation
required – procedure section)
TIME V7.2 Service Pack 23
Release Notes Page 6 of 61 Last Saved: 1/5/2016
c. When the Text menu option is selected from the Insert menu, it can now load the latest version
of Microsoft Word documents (DOCX). . (No documentation required)
d. The following changes have been made to the Format menu of the Add/Edit Progress Notes
screen:
i. When the Character option is selected, the options displayed on the Font dialog box
have been re-arranged. (No documentation required)
ii. The Display Only option has been renamed “Restrict Editing”. If the cursor is located
inside a restricted editing area when the Format menu is selected, the option changes to
Allow Editing so that the restriction may be removed. . (No documentation required)
iii. The Set Changeable option has been removed from the right-click menu. Restrict
Editing fields are now displayed with a gray background when they are clicked. . (No
documentation required - need to address in Key/End user Training sessions )
e. When entering a progress note, the Tab key now indents text or increases a bullet list item level.
Using the Shift key + Tab will do the opposite. The Tab key also moves the cursor from cell to
cell in a table. . (No documentation required – need to address during Key/End User Training
sessions…NOTE clicking Shift + tab does not appear to do the opposite)
f. You may now add a table within a cell of another table. This is useful for formatting a page with
side by side tables. . (No documentation required)
g. When applying a template to a progress note, the As of Date dialog box is only displayed if the
date of the progress note is different than the current date, and the session setting for the As of
Date has not been set yet. (Documentation required screen shot and corresponding text box
changes needed)
h. The Sign button has been renamed as the Save button. (Documentation Required – multiple
screen shots)
2. The following changes have been made to the Progress Note Templates application:
a. A new Progress Note Templates security setting, the “Prior To” date field, has been added. The
Prior To setting is used in conjunction with the Prevent Copy checkbox. If the Prevent Copy
checkbox is selected, and the Prior To date field is blank, no notes that include the template can
be copied. This mirrors the functionality that existed prior to SP23. If, however, a date is
entered in the Prior To field, then only progress notes containing the template that were
created prior to the given date are restricted and unavailable to be copied. Progress Notes using
the template that are created after the date entered in the Prior To field may be copied.
(Documentation required, multiple screen shot changes, field definitions)
b. It is now possible to add multiple templates to a Progress Note. Each template is appended to
the bottom of the existing text. The settings of the templates are combined in the following
manner: (Documentation Required – procedure section)
i. Security: If any of the templates used is set to ‘Allow changes – all users and times’,
then the resulting progress note will follow this security setting. In addition, the ‘Allow
changes only by creator day of creation’ overrides the ‘Follow security of other notes’
setting.
ii. No Change Days: The lowest setting of the templates used in the progress note will be
used as the overriding setting.
iii. Template: The settings of all of the templates used in a given progress note are
combined for the most restrictive result.
iv. Elapsed days: The largest setting of all of the templates used in a given progress note is
used as the number of elapsed days.
TIME V7.2 Service Pack 23
Release Notes Page 7 of 61 Last Saved: 1/5/2016
v. Prevent Copy: If any of the templates added to the progress note is set to prevent
copying, then the resulting progress note is restricted as well.
vi. Prevent Copy Prior to Date: The latest date used for any of the templates used to create
the progress note is the date that is used for the overall progress note. A blank date
(prevent all) overrides all other dates.
c. The restriction on copying notes due to template changes has been relaxed. If a template has
been modified since a note has been created, then a warning is displayed but the user is allowed
to proceed with copying the note within the copy restrictions detailed above in the Prevent
Copy description (2.b.v.) (Documentation Required – procedure section)
d. The CVX Category constraint has been added to the Immunization History grid. (no
docuemtation required)
e. The Historical Med Order Grid has been enhanced by adding the Dose, Frequency and Route
columns. The doctor column was removed from the grid. In addition, the columns have been
rearranged to display in the following order: Medication, Place, Start Date, Stop date, Dose,
Frequency and Route. (no docuemtation required)
f. The Treatment Observation Grid data element has been added. The grid is constrained by date-
driven constraints, and includes the following columns: TX date, time, BP, pulse, BFR, VP, AP,
TMP and UFR. (docuemtation required – update list of data elements)
g. The Pt. Other Contact Info data element has been added so that additional patient information
that includes but is not limited to patient employer, financially responsible party, clinical .
(docuemtation required – update list of data elements)remarks, transportation, and primary
physician may be added to a progress note template.
h. A new option has been added to the File menu of the Progress Note Templates application. The
Organize Progress Note Templates option allows you to mark a template as shared with other
users or not shared. In addition, you may specify whether the template should be shared with
specific users, security groups or facilities. This new screen helps to reduce the number of
progress note templates that are displayed when a user searches for a template to apply to a
progress note, making it a more streamlined and efficient process. . (docuemtation required –
Note I do not see this under the File Menu)
3. When applying a progress note template to a progress note, the As of Date dialog box is only displayed if
the date of the progress note is different than the current date, and the session setting for the As of
Date has not been set yet. (see previous note/comment)
4. The Maestro Template and the Progress Note editor now use the same type of active spell checking that
is used with most word processors. (no documentation required – address during key/end user
training)
See Appendix B for more details.
Remove Reference to Method As a result of changes in reimbursement for home dialysis services, organizations may no longer choose
between Method I and Method II billing as this distinction has now become obsolete. All home dialysis services
are billed as Method I claims. In response to these changes, references to Method I and Method II billing, and
the options to select these methods of billing, were removed from the TIME system. The historical information
is still available to be viewed, although it may not be edited. The method designation is not displayed on any
TIME V7.2 Service Pack 23
Release Notes Page 8 of 61 Last Saved: 1/5/2016
current or future records. (documentation required – update Hemo and PD related dialysis orders screen
shots)
See Appendix C for more details.
Extended Care Team With Service Pack 23, you can now record and view information about other clinicians and family members who
are part of the patient’s overall care team (not just the team that treats the patient in your clinic). The following
changes have been made to support this
• Extended Care Team: This new screen allows you to document the extended care team for the patient.
It allows for you to document both personal team members (spouse, daughter, father, etc.) and clinical
team members (Cardiologist, Endocrinologist, etc.) For each team member you can provide address and
phone numbers, as well as an indication of whether or not the team member can make decisions on the
patient’s behalf or if they can receive patient health information. (Documentation Required)
• Clinical Registration: A new button, “Extended Care Team” has been added to the “Current Status” tab
of Clinical Registration. Pressing this button launches the new Extended Care Team screen
(Documentation required – update Current Status tab screen shots to show button, field definitions,
and procedures if this is the source of the screen)
• Physician Rounding App: A new screen part has been added – Extended Care Team. If this list is part of
a view, the patient’s Extended Care Team will be displayed, with fields for Name, Role/Specialty, Phone,
and Address. Performing a right-click on the screen part will display a context menu allowing you to
Add, View, and/or Edit Extended Care Team members via the new Extended Care Team screen
(Documentaton required, screen shots and field properties)
• Progress Note Template: A new data element – Extended Care Team – is now available under the Data
Element -> Pt. Other Contact Info menu on the screen. This will display the Name, Role / Specialty,
Phone, and Address of the patient’s extended care team members. (Documentation required – update
the list of data elements)
See Appendix D for more details.
Enhancements – General
Technology Upgrade
Overview
As part of TIME V7.2 SP 23, we have upgraded our underlying technology to a more current version. TIME is
based upon the Progress OpenEdge environment. With SP 23, we’ve upgraded OpenEdge from 10.2B to 11.4.
For existing TIME functionality, this upgrade has little impact (a couple screens needed minor tweaks to perform
correctly with the new technology). The primary reasons for the upgrade, from an Infian perspective, are:
• Staying on the most recent Progress OpenEdge environment
• Access to capabilities that allow us to more efficiently build mobile solutions
• Access to bug fixes from Progress that they will no longer perform in OpenEdge 10.2B
TIME V7.2 Service Pack 23
Release Notes Page 9 of 61 Last Saved: 1/5/2016
• Ability to run 32-bit or 64-bit versions of OpenEdge
Access to capabilities that allow us to more efficiently build mobile solutions
With TIME V7.2 SP 23, we are introducing the initial version of our TIME Mobile application. In SP 23, this
application will allow for viewing of Physician Rounding App views from a tablet like an iPad and an Android
Tablet. In later service packs of TIME V7.2, we will add the capability to fully document dialysis rounds with
TIME Mobile.
In order to provide this capability, we needed to upgrade to OpenEdge 11.4 so that we can easily exchange data
securely between the TIME environment and a tablet computer.
NOTE: TIME Mobile will be offered at an additional cost. Please contact your Regional Account
Executive for more information . (No docuemtation required)
Access to bug fixes from Progress that will no longer be performed in OpenEdge 10.2B
One of the reasons we chose Progress back in 2001 to be the foundation of TIME is its robustness. Very rarely
have we had an issue at our client sites that required a fix from Progress to resolve. But, we do periodically have
issues crop up during the development of new TIME features that may require a fix from Progress before we
deploy. Sometimes those issues are considered critical by Progress and they will fix them in OpenEdge 10.2B,
but sometimes they don’t consider our issue to be critical enough to fix in an older version and will only fix it in a
current version. . (No docuemtation required)
Ability to run 32-bit or 64-bit versions of OpenEdge while maintaining a single code base
Prior to SP 23, we could only run the 64-bit version of OpenEdge for the database engine – and only if the server
hosting the database engine was only running the database engine. With the upgrade to OpenEdge 11.4, we
can now run both the database engine and the application server logic on a 64-bit version of OpenEdge.
Running the database engine on a 64-bit version of OpenEdge allows us to access more memory for caching
patient information – thus users spend less time waiting for data to be retrieved from the database. Running
the application server logic via 64-bit OpenEdge will provide a slight performance increase in two ways. One,
modern Windows and AIX servers are 64-bit – running 64-bit software on 64-bit servers gains a slight
improvement in performance. Two, if the Application Server and Database server are both running on the same
Windows or AIX server, the time needed to move data between the two components is reduced, thus leading to
faster performance for users.
A couple notes
• The UI side of TIME still needs to run using the 32-bit version of OpenEdge. In order to take advantage
of the 64-bit capabilities of OpenEdge at the Application Server level, no changes to TIME were needed.
In order to take advantage of the 64-bit OpenEdge for the UI, we will need to make substantial changes
to TIME. As TIME is not doing a notable amount of logic at the UI level that can take advantage of 64-bit
processing, we have chosen to defer upgrading the UI to 64-bit to sometime in the future.
• In general, the main gain for going to 64-bit is at the database level. The Application Server layer does
not get a notable increase in performance by itself by using the 64-bit version of OpenEdge. The clients
who will get the best “bang-for-the-buck” are those that are not already running a standalone 64-bit
Database Server but have (or wish to have) a separate DB/AppServer server.
For more information on getting an assessment from Infian on whether or not upgrading the Database Server
and/or Application Server to 64-bit, please contact your Regional Account Executive (No docuemtation
required)
TIME V7.2 Service Pack 23
Release Notes Page 10 of 61 Last Saved: 1/5/2016
Enhancements - Interfaces
HL7 2.5.1 Inbound (to TIME) and Outbound (from TIME) ADT In this service pack we have created new versions of the inbound and outbound ADT interfaces to support HL7
2.5.1. This is not an update to the existing interface – instead it is a brand new interface. For existing clients,
your current ADT interface (based upon HL7 2.1 and 2.3) will continue to run as is. You would need to upgrade
to the 2.5.1 version of the interfaces only if required by the institution / vendor on the other side of your ADT.
This version of the interface will primarily be used for new TIME clients and new installations of the ADT
interface if the other institution / vendor supports HL7 2.5.1 (No docuemtation required – may need to update
the interface preferences document)
Another use case for the HL7 2.5.1 ADT interfaces is if you have two TIME environments where you wish to
register patients in one of the environments and have those patients automatically move to the other
environment. With the new HL7 2.5.1 ADT interfaces, we have built them to transfer all TIME registration
information between the two environments.
Custom
WO 3052 USRC Performance Tracking Purge
This project provides an automated ability to purge historical performance tracking information on a nightly
basis. It has an Infian-controlled configuration option to indicate the number of days of performance
information to retain.
Details
• The purge program will be run by the daily standalone process which runs every midnight
• Purge program will physically delete the performance tracking UI event records older than the Infian
configured purge days
• The purge process is disabled by default and the clients will need to contact Infian to enable the purge
process.
Limitation:
• Number of purge days is configurable by Infian only
• Interface can only be enabled / disabled by Infian personnel.
(No docuemtation required)
Custom – General The following modules were modified either as a result of a custom work order or due to a technology change.
The changes should have no impact to your utilization of TIME. (No docuemtation required)
• Progress OpenEdge 11.4 Upgrade
o The following modules needed slight technology changes in order to display correctly in
OpenEdge 11.4. No change to end-user functionality was made. Please perform some basic
tests in your environment to confirm these modules continue to work as expected
TIME V7.2 Service Pack 23
Release Notes Page 11 of 61 Last Saved: 1/5/2016
� Patient List Maintenance
� Encounter eSuperBill
� Notifications
� Physician Rounding App
� Home Dialysis Service Charting
� Web Resources
� Infection Control
� Security Settings
� Ticklers
� Progress Notes – Co-Morbidity Entry
� Assessment / Care Plan Alert Setup
� Flowsheet Alert setup
� Hepatitis B Alert setup
� Lab Panel Codes
� Medicare Eligibility Codes
� SQL Views: Policy_View & Curr_Ins_View
• HL7 2.5.1 Inbound (to TIME) Lab Results
o Added additional debug messages to help Infian Support work on support requests. No change
to HL7 Message processing functionality was made. Please perform some basic tests in your
environment to confirm results continue to be received as expected
o NOTE: This is the newer version of the interface. Most clients are running the HL7 2.1/2.3
version of the interface which was not changed as part of this project
• Inbound (to TIME) ADT
o As part of the new HL7 2.51 ADT (inbound and outbound from TIME), existing logic was changed
to allow for the initial claim # of the patient to start at a value other than 1. TIME will continue
to default to “1” as the starting claim number, so existing Inbound (to TIME) ADT interfaces
should not be affected. Review claim numbers associated with patients newly created by the
ADT to confirm.
Common
Patient Info Selections
Problem
In SP22, the Lab Panel – Pat Info Additional Code table was modified so that users could modify the Status field
to indicate whether the Patient Information Code should be sent in the OBX (status A) or the OBR (status B)
segment of the electronic file. The project did not, however, modify the Patient Info Selection application to
include the same functionality. This functionality was needed in the Patient Selection application as well. This
included system codes. The status of system codes should be available to be modified.
TIME V7.2 Service Pack 23
Release Notes Page 12 of 61 Last Saved: 1/5/2016
Resolution
The Patient Info Selection application has been modified so users can update the Status field of patient
information selection codes, including system codes. The description and status may be changed on user-
entered codes. The Status field is the only field that may be edited when a system code is selected.
(docuemtation required)
Test Plan
1. Launch the Patient Info Selections application (Main Menu=>Code Tables=>Transaction Codes=> Patient
Info Selections).
2. Select a user-entered code and select the Edit button.
3. Verify that both the description and the status may be changed. Save the change. Verify that the
changes are saved.
4. Select a system code. Verify that only the Status field is available and that it may be edited. Save the
change. Verify that the change is saved.
Clinical
Access Maintenance Module
Problem
When the TIME environmental is set to only require a general body location on the Access Maintenance module,
the Access Maintenance module is still validating for a specific vein side. This prevents be able to save an
updated or new access.
Resolution
Revised the Access Maintenance module to not validate for a specific vein side when the screen only requires a
general body location to be entered.
Test Plan
1. If not already set, contact INFIAN support to set the access module to only require "general body
location".
2. Select a hemodialysis patient.
3. Either add a new access or edit a current access. Fill in all the require fields and press save.
TIME V7.2 Service Pack 23
Release Notes Page 13 of 61 Last Saved: 1/5/2016
4. You should be able to save the change and the screen not display the error of "Vein side N/A is not
valid selection for Hemo".
Assessment/Care Plan Alerts and Notifications
Problem
The Action button in the Notification screen was not prompting users to update an existing, incomplete
assessment care plan progress note when the associated progress note template had been modified after the
assessment care plan progress note was created.
Resolution
Users are now able to update an incomplete assessment care plan progress note when an alert is generated and
the Action button is selected even when the associated progress note template has been modified.
(No docuemtation required – fix )
Test Plan
NOTE: The assessment care plan template needs to be updated as part of this testing. Making changes to an
existing care plan template will prevent you from creating a new assessment care plan progress note by
copying it from an existing assessment care plan document. To avoid this, it is strongly recommended that a
“test” assessment care plan template be used for this testing.
1. Launch the Assessment/Care Plan Alerts application (Main Menu=>Medical Records=>Clinical Utilities=>
Assessment/Care Plan Alerts). Select the Enable Test Mode and Run In Report Only Mode checkboxes
and run the process to identify a patient for whom the system will generate an assessment/care plan
alert.
2. Launch the Assessment/Care Plan Alerts maintenance screen (Main Menu=>Code Tables=>Medical
Records Codes=>Alert Codes=> Assessment / Care Plan Alert) to change the assessment/care plan
template configured to generate an alert to the test template. Save the change.
3. Launch the Progress Notes application (Main Menu=>Medical Records=>Patient Charts=> Progress
Notes). Create a progress note for the patient identified in Step 1 using the template entered in Step 2.
Save the progress note, but leave it with an “incomplete” status.
4. Run the Assessment/Care Plan Alerts process again (Main Menu=>Medical Records=>Clinical Utilities=>
Assessment/Care Plan Alerts) and generate alerts for the test patient.
5. Launch the Notifications application (Main Menu=>Medical Records=> Notifications). Search for the
Assessment/Care Plan Alert generated in Step 4.
6. Select the Action button. Verify that the system displays a message about the incomplete Assessment
Care Plan document and that it provides an option to update/copy from the existing notes.
7. Launch the Progress Note Templates application (Main Menu=>Code Tables=>Medical Records
Codes=>Progress Note Templates). Make a change to the template used to create the assessment care
plan document.
8. Click the action button again in the Notifications screen. Verify that the system displays a message
about the incomplete assessment care plan document and that it provides an option to update the
incomplete assessment care plan document. Verify that the copy option is no available because the
template has been modified.
TIME V7.2 Service Pack 23
Release Notes Page 14 of 61 Last Saved: 1/5/2016
Problem
The Assessment/Care Plan Alert does not include the option to postpone the alert; however, users were
permitted to opt to postpone the assessment/care plan alert. When users changed the alert date by opting to
postpone the alert, it was creating issues in the Assessment/Care Plan Alert process.
Resolution
The Postpone button has been disabled when an Assessment/Care Plan Alert is generated. This change was
applied to any alert that does not include the configuration option to allow an alert to be postponed. (No
docuemtation required- fix )
Test Plan
1. Launch the Notifications application (Main Menu=>Medical Records=> Notifications).
2. Search for the Assessment/Care Plan alerts using the Group filter field.
3. Select an Assessment/Care Plan alert from the browser and verify that the Postpone button is disabled.
Problem
The default setting for the ‘Date From’ filter field of the Notifications application defaults to display alerts
generated one day prior to TODAY. This was not taking into account users who logged in on Friday, and then did
not log in again until Monday. Critical lab alerts could be missed if the user did not remember to set the date
back to Friday.
Resolution
The default date displayed in the ‘Date From’ filter field was changed to three days prior to TODAY.
(docuemtation required)
Test Plan
1. Launch the Notifications application (Main Menu=>Medical Records=> Notifications).
2. Verify that the date displayed in the Date from filter field is three days prior to TODAY.
3. Change the Date From value and select the Reset button to verify that the Date From field is refreshed
back to three days prior to TODAY.
Clinical Registration
Problem
When the Print button was selected on the Clinical Registration screen, a Patient Inquiry report was generated.
The Transplant Status field of the report was not displaying the description of the patient’s transplant status.
Instead, it was displaying the transplant status code. The transplant status needed to be changed to display the
description instead.
TIME V7.2 Service Pack 23
Release Notes Page 15 of 61 Last Saved: 1/5/2016
Resolution
The Patient Inquire report generated when the Print button is selected on the Clinical Registration screen has
been modified so that the transplant status description is displayed in the Transplant Status field of the report.
The code is no longer displayed. (No docuemtation required)
Test Plan
1. Launch the Clinical Registration application (Main Menu=>Medical Records=>Clinical Operation Mgmt=>
Clinical Registration).
2. Select a test patient for whom a transplant status has been defined.
3. Select the Print button.
4. Generate the Patient Inquiry report. Verify that the transplant description is displayed on the report.
Crystal Reports – Admin Svc View
Problem
The Crystal view, ADMIN SVC VIEW, was not excluding logically deleted service remarks.
Resolution
The ADMIN SVC VIEW has been modified so that it excludes logically deleted service remarks. (No docuemtation
required – fix)
Test Plan
1. Launch the Hemodialysis Flowsheets application (Main Menu=>Medical Records=>Flowsheets=>
Hemodialysis Flowsheet).
2. Select a test patient with an incomplete flowsheet ( or create a new one if necessary).
3. Select the Service Charting option. Select the Administration Remark button. Enter a service remark.
4. Exit the flowsheet and launch the Progress Notes application (Main Menu=>Medical Records=>Patient
Charts=> Progress Notes). Logically delete the service remark you created in Step 3 above.
5. Create a Crystal report or select an existing Crystal report that uses the ADMIN SVC VIEW to display
service remarks.
6. Verify that the logically deleted service remark is not displayed on the report.
Crystal Reports – Patient Status History Report
Problem
The Patient Status History Crystal Report was not pulling historical facility information when the Patient Status
History Report was generated. It was selecting patients based on their current facility. When a patient had
expired or transferred out and was no longer assigned to a facility, the patient did not display on the report for
any facility regardless of the dates for which the report was generated.
TIME V7.2 Service Pack 23
Release Notes Page 16 of 61 Last Saved: 1/5/2016
Resolution
The Patient Status History Crystal Report has been modified so that if a patient is no longer associated with a
facility at the time the report is generated, his or her status history will be displayed under the facility heading of
‘Not Currently Associated with a Facility’. (No docuemtation required – fix)
Test Plan
1. Select a test patient. If the patient is currently active, launch the Clinical Registration application (Main
Menu=>Medical Records=>Clinical Operation Mgmt=> Clinical Registration), select the Current Status
tab and change the patient’s status to an inactive status with an effective date prior to today.
2. Launch the medical records Crystal Report application (Main Menu=>Medical Records=>Clinical
Reports=> Crystal Reports). Select the Patient Status History report.
3. Generate the report for all facilities with a last month and year to report prior to the current month.
4. Verify that your test patient is displayed under the ‘Not Currently Associated With a Facility’ heading.
Crystal Reports – Treatment Counts Report
Problem
The Treatment Counts Report was not working properly when all facilities and all services were selected. It was
only working properly when specific facilities and services were selected.
Resolution
The Treatment Counts Crystal report was modified so that it worked properly when all facilities and all services
were selected as constraints. (No docuemtation required – fix)
Test Plan
1. Launch the Crystal Reports application (Main Menu=>Medical Records=>Clinical Reports=> Crystal
Reports).
2. Select the Treatment Counts report.
3. Generate the report, selecting all facilities and all services as the constraints.
4. Verify that the report generates correctly and that it includes all applicable data.
Family History
Problem
The wildcard was not operating properly when users tried to use a wild card when searching for an ICD-9 code
by description.
TIME V7.2 Service Pack 23
Release Notes Page 17 of 61 Last Saved: 1/5/2016
Resolution
The Health Conditions tab of the Family History application has been modified so that the wildcard operates
properly when searching for an ICD-9 code by description. (No docuemtation required – fix)
Test Plan
1. Launch the Family History application (Main Menu=> Medical Records=> Patient Charts=> Family
History).
2. Select a test patient. Click on the Health Conditions tab.
3. Select the Add button. Click on the Add Health Condition binoculars.
4. Enter a partial description using the ‘*’ wildcard and select the Search button.
5. Verify that the ‘*’ wildcard is recognized properly and that it yields the correct search results.
6. Repeat the test by changing the position of the wildcard. Verify that the results are correct.
Hemodialysis Flowsheet – Machine Check Screen
Problem
The Dialyzer field on the Hemodialysis Flowsheet Machine Check screen was only displaying the dialyzer code
and not its description if the Treatment Rx screen had not yet been signed. The description should always be
displayed.
Resolution
The Machine Check screen has been modified so that the dialyzer code and description are both always
displayed regardless of whether or not any other screens have been signed. (docuemtation required – screen
shot)
Test Plan
1. Launch Hemodialysis Flowsheet (Menu Path: Main Menu=>Medical Records=>Flowsheets=>
Hemodialysis Flowsheet). Select a flowsheet for which the Treatment Rx screen has not yet been
signed. Select another flowsheet whose Treatment Rx screen has been signed.
2. Review the Machine Check screen of both flowsheets. Verify that the dialyzer description is displayed on
the Machine Check screen regardless of whether or not the Treatment Rx screen is signed.
Hemodialysis Flowsheets Rpt
Problem
TIME V7.2 Service Pack 23
Release Notes Page 18 of 61 Last Saved: 1/5/2016
The Exp Weight Loss field of the Pre-Treatment Vitals hemodialysis flowsheet screen may be customized to use a
user-defined label. The Hemodialysis Flowsheets Rpt, however, did not display the customized label. It
continued to display Exp Weight Loss.
Resolution
The Hemodialysis Flowsheets Rpt was modified so that it displays, when applicable, the customized label for the
Exp Weight Loss field, displayed in the Pre-Treatment Vitals section of the report. (No docuemtation required –
fix)
Test Plan
1. Launch the Hemodialysis Flowsheets application (Main Menu=>Medical Records=>Flowsheets=>
Hemodialysis Flowsheet).
2. Select the Pre-Treatment Vitals option.
3. Select the Help menu from the top tool bar. Then select Support. Select Field Properties from the
Support menu.
4. Locate the Weight Loss field. Double click the field to launch the Field Property Maintenance screen for
this field.
5. Select the Edit button. Change the field label, and save the change.
6. Launch the Hemodialysis Flowsheets Rpt. (Main Menu=>Medical Records=>Treatment Reports=>
Hemodialysis Flowsheets Rpt.).
7. Generate the report and verify that the field label is displayed correctly in the Pre-Treatment Vitals
section of the report.
Home Dialysis Service Charting
Problem
When a service was charted as not done on the Service Charting application, it was still displayed as charted on
the Home Service Charting application.
Resolution
The Home Service Charting application has been modified so that when a service is marked as undone on the
Service Charting application, it is marked as ‘N’ for undone on the Home Service Charting application. (No
docuemtation required – fix)
Test Plan
1. Select a test PD patient.
2. Launch the Service Charting application (Main Menu=>Medical Records=>Patient Charts=> Service
Charting).
3. Select a test service and mark it as undone by entering an undone reason.
4. Save the entry.
TIME V7.2 Service Pack 23
Release Notes Page 19 of 61 Last Saved: 1/5/2016
5. Launch the Home Dialysis Service Charting application (Main Menu=>Medical Records=>Clinical
Operation Mgmt=> Home Dialysis Service Chart).
6. Verify that the test service is displayed as ‘N’, for undone.
Infection Control Report
Problem
The first constraint tab of this report has a field called "Report Format". When a user started this screen, this
field was blank. If the user didn’t set this field, the report defaulted to the summary format. The summary
format does not include the medications that are linked to the infections. This field works differently than
similar report format fields on other reports.
Resolution
The Infection Control Report has been modified so that the report format defaults to the detailed format. The
detailed format includes medications that have been linked to infections. (docuemtation required – possible
field definition)
Test Plan
1. Launch the Infection Control Report (Menu Path: Main Menu=>Medical Records=>Clinical Reports=>
Infection Control Report),
2. Verify that the report format field defaults to ‘Detailed’.
Medication Orders
Problem
When medications were transferred from DrFirst using the eRx process, they are displayed on the Reconciled
Meds tab of the Medication Orders application. When users selected the Reconciled Meds tab, and then
selected the Med Check button, the employee code of the user who reconciled the medications was displayed,
but his or her name was not displayed.
Resolution
The Med Check browser has been modified so that it displays the employee code from eRx even when it is
longer than the employee code allowed in the TIME system. If the user has been registered in both eRx and the
TIME system, the employee’s name is now displayed on the Med Check browser screen. (No docuemtation
required – fix)
Test Plan
1. Select a test patient who has external medications.
TIME V7.2 Service Pack 23
Release Notes Page 20 of 61 Last Saved: 1/5/2016
2. Click the Med Check button on the Medication Screen. (Path: Main Menu=>Medical Records=>Patient
Charts=> Medication Orders)
3. Review the records on the Med Check Screen. Verify that the Emp Code field displays the full user ID if
the medication is from eRx, and the Emp Name field displays the user name if the user has been
registered in both eRx and the TIME system.
Patient Inquiry
Problem
The suffix to patient names was not printing on the Patient Inquiry report, and needed to be included for proper
patient identification.
Resolution
The Patient Inquiry report has been modified so that, when applicable, the patient suffix is printed properly on
the report. (No docuemtation required – fix)
Test Plan
1. Launch the Patient Inquiry application (Main Menu=>Medical Records=>Patient Charts=>Inquiry=>
Patient Inquiry).
2. Select a patient whose suffix field is not blank.
3. Generate the report.
4. Verify that the suffix is printed correctly on the report.
Service Charting
Problem
When a patient received an extra treatment, the TIME system required a diagnosis code to justify that
treatment. Most of the time, this diagnosis was fluid overload or something similar. The problem was that the
heparin associated with the extra treatment was automatically charted with the extra treatment diagnosis
rather than ESRD. Insurance carriers were rejecting the heparin because of this diagnosis error.
Resolution
The Service Charting application was modified so that the heparin associated with an extra treatment is
automatically charted with ESRD as the diagnosis code.
(No docuemtation required – fix)
Test Plan
TIME V7.2 Service Pack 23
Release Notes Page 21 of 61 Last Saved: 1/5/2016
1. Launch the Hemodialysis Flowsheets application (Main Menu=>Medical Records=>Patient
Charts=>Flowsheets=> Hemodialysis Flowsheet).
2. Select a test patient and create a flowsheet for an extra treatment for the test patient.
3. Sign off the Treatment Rx step, and then select the Service Charting option.
4. Verify that the heparin associated with the treatment is automatically charted with ESRD as the
diagnosis code.
Financial
Additional Codes – Occurrence Codes
Problem
Some payers require that Occurrence Code 72 (Date of First Dialysis) be reported on claims. Prior to SP23, this
occurrence code was not available to be added to claims. These occurrence codes are controlled by INFIAN and
could not be added by TIME system users.
Resolution
Occurrence Code 72 has been added to the list of occurrence codes that may be added to an insurance claim.
(No docuemtation required – fix)
Test Plan
1. Launch the Additional Codes application (Main Menu=>Code Tables=>Transaction Codes=> Additional
Codes).
a. Select code type 73.
b. Verify that occurrence code 72 has been added to the list of available occurrence codes.
2. Launch the Claim Data and Service Trx application (Main Menu=>Patient Accounting=> Claim Data and
Service Trx).
a. Select a test patient and test claim.
b. Select the UB tab.
c. Select the Edit button. Select the binoculars to the right of an occurrence code field. (NOTE:
This is not the same as the Occurrence Span fields).
d. Verify that you can select occurrence code 72 from the list of available occurrence codes.
e. Verify that you can save the entry.
f. Launch the On Demand Insurance application (Main Menu=>Patient Accounting=>Billing=> On
Demand Insurance).
g. Generate a claim for your test patient and test claim selected in Step a above. Verify that the
new occurrence code is displayed on the insurance form.
TIME V7.2 Service Pack 23
Release Notes Page 22 of 61 Last Saved: 1/5/2016
Crystal Reports – Payer Mix Census
Problem
The Total Count for the All Patient Facility displayed on the last page of the report did not match the total count
for each modality. This report was using the service code to determine the total count instead of the service
units. This resulted in a discrepancy in the total count.
Resolution
The Payer Mix Census Crystal report was modified so that the total count is calculated based on service units.
(No docuemtation required – fix)
Test Plan
1. Launch Payer Mix Census Crystal Report (Main menu/Patient Accounting/Financial Reports/Crystal
Reports/Payer Mix Census).
2. Select the month, year and facility for which to run the report.
3. Verify that the total count displayed last page of the All Patient Facility heading matches the summary
count for each modality.
Deposit Summary report
Problem
In Service Pack 21 we enhanced the Deposit Summary report to exclude payments identified as Insurance
payment types. Multiple clients have requested we add insurance payment types back into the report.
Resolution
Restored the report logic back to where it was prior to SP 21. Insurance type payments will now display.
(Need to check documentation – I think a change will be needed)
Test Plan
1. Find a batch that has insurance type payments and post it(Path: Main Menu=>Patient Accounting=> Post
Transactions)
2. Verify insurance payments displayed on the Deposit Summary report.
Payment Transactions
Problem
The following issues were reported regarding the check number associated with a payment:
TIME V7.2 Service Pack 23
Release Notes Page 23 of 61 Last Saved: 1/5/2016
1. The check number was being stored correctly when the payment was entered via electronic remittance,
or when it was entered manually on the Payment Transactions application as long as it was applied to
the entire claim. When the payment was not applied to the whole claim, or when it was auto applied
manually (that is, not via Electronic Remittance), the check number was not stored.
2. The check number was being copied from prior payment transactions within the same session. The
check number should not be copied when the Batch # or Trx Date (that is, payment date) was changed.
3. When an un-posted payment was edited and its check number was changed, the modified check
number was not being stored.
(No docuemtation required – fix)
Resolution
The following changes have been made to the Payment Transactions application:
1. The check number is stored regardless of method of entry, or whether it was applied to the entire claim.
2. The check number is not copied from one payment to the next when the Batch # or transaction date is
changed.
3. When the check number of an un-posted payment is edited, the change is stored.
Test Plan
1. Launch the Payment Transactions application (Main Menu=>Patient Accounting=> Payment
Transactions).
2. Select a test patient and test claim. Auto apply a payment. Save the payment. Verify that the check
number was stored.
3. Select another test claim. Manually apply a payment to some but not all of the services associated with
the test claim. Save the payment, and verify that the check number was stored.
4. Change the Batch # on the Payment Transactions screen. Verify that the check number, entered in Step
3 above, is not copied for this payment. Enter a payment and save the transaction.
5. Change the payment transaction date. Verify that the check number entered in Step 4 above is not
copied for this payment.
6. Select any of your test payments above. Select the Edit button, and change the check number of the
selected payment. Save the change. Verify that the revised check number is saved.
Reassign Diagnosis Codes
Problem
The Reassign Diagnosis Codes application included a mandatory diagnosis code filter. This filter should not have
been mandatory.
Resolution
The Reassign Diagnosis Codes application has been modified so that the diagnosis code filter is not mandatory.
It is now only mandatory that at least one filter is selected.
(No docuemtation required – fix)
TIME V7.2 Service Pack 23
Release Notes Page 24 of 61 Last Saved: 1/5/2016
Test Plan
1. Launch the Reassign Diagnosis Codes application (Main Menu=>Code Tables=>External Codes=>ICD10=>
Reassign Diagnosis Codes).
2. Leave all filters blank and select the Search button. Verify that you receive an error message that at
least one filter must be selected.
3. Select a filter, leaving the diagnosis code filter blank, and select the Search button. Verify that you do
not receive an error message, and that the records are selected based on your selected filter.
Reimbursement Schedule
Problem
The following issues were reported regarding editing and adding a reimbursement schedule:
1. When a saved reimbursement schedule’s description was edited, an error message was displayed
indicating that an end date was required. An end date already existed for the reimbursement schedule
and therefore the error itself was an error.
2. When a new reimbursement schedule was added, the Copy From fields were not automatically
available.
Resolution
The Reimbursement Schedule application has been modified to include the following changes:
1. When the description of a saved reimbursement schedule is edited, no error messages are displayed
regarding a missing end date.
2. When a new reimbursement schedule is added, the Copy From fields are automatically available.
(No docuemtation required – fix)
Test Plan
1. Launch the Reimbursement Schedule application (Main Menu=>Code Tables=>Insurance Codes=>
Reimbursement Schedule).
2. Select a saved reimbursement schedule that is marked as ‘Standard Schedule’ in the Schedule Type field.
Select Edit. Verify that you are able to edit the description and save the change without receiving an
error message.
3. Select a saved reimbursement schedule that is marked as ‘Standard Schedule’ in the Schedule Type field.
Select Edit. Verify that you are able to edit the description and save the change without receiving an
error message.
4. Select a saved reimbursement schedule that is marked as ‘Auto Calculated Schedule’ in the Schedule
Type field. Select Edit. Verify that you are able to edit the description and save the change without
receiving an error message.
5. Verify that you are able to create a new Standard Schedule and a new Auto Calculated Schedule
reimbursement schedule.
6. Verify that when a Standard Schedule type reimbursement schedule is created, if the Copy From logic
field is set to any value other than ‘None of the above’, that the Copy From Start Date field is required.
Verify that an error message is received if the Copy From Start Date field is blank. This field must be
completed before proceeding.
TIME V7.2 Service Pack 23
Release Notes Page 25 of 61 Last Saved: 1/5/2016
7. Verify that when an Auto Calculated Schedule reimbursement schedule is added the Copy From fields
are not displayed.
8. Verify that when the Add button is selected, the Schedule Type field defaults to Standard Schedule.
Send to Collections Utility
Problem
When the Send to Collections Utility was run and the collections batch was automatically created by the system,
it marked the batch as completed, but it set the edit list flag to N. Staff were required to update the edit list flag,
changing it to Y, before they could post the batch
Resolution
The Send To Collections Utility has been modified so that the system generated batch is marked as complete,
and the edit list flag is marked as ‘Y’. Users are no longer required to generate an edit list for this type of batch.
(No docuemtation required – fix)
Test Plan
1. Launch the Send to Collections Utility application (Main Menu=> Patient Accounting=> Financial
Utilities=> Collections Utility=> Send to Collections Utility).
2. Run the utility. Verify that the batch is marked as completed and that the Edit List is marked as ‘Y’.
Users should never be required to generate an edit list for this type of batch.
Interfaces
Charge Extractor
Problem
The charge extractor has a lot of filters which prevents charges from transferring. The log file gives just the
generic message ''EXCLUDE: FILTERS NOT PASSED''. This does not help the users or Support in analyzing the
exact reason for not transferring the charges. It should log a detailed message.
Resolution
When filtering services, the charge extractor now logs more specific message instead of 'Exclude: Filters Not
Passed'..
(No docuemtation required – fix)
Test Plan
TIME V7.2 Service Pack 23
Release Notes Page 26 of 61 Last Saved: 1/5/2016
1. If your charge extractor is not configured to filter services, this change should not cause any changes to
your environment. Please run some basic tests to ensure services continue to transfer as expected to
your billing system
2. If your charge extractor is configured to filter services
a. Select a database that is setup to use code matching for service codes in Chxpay Transfer
Settings (One of the filters example).
b. Select a patient and enter service codes for which no matching is available.
c. Run the charge extractor.
d. Verify that the charges were not transferred.
e. Verify that the log file gives more specific message about the missing the Recode value for
service.
Inbound (to TIME) ADT
Problem
Currently ADT assumes the facility type ''Dialysis'' when loading patient data to the database. It does not work
for the Physician database. The Inbound ADT needs a new configuration to decide on the facility type.
Resolution
Created a new configuration setup in HL7 inbound ADT. The ADT now decides the facility type based on the
configuration setup. The default is 'Dialysis'.
(No docuemtation required)
Test Plan
1. Contact Infian to set the configuration, if required.
2. Set the configuration to 'Physician'.
3. Repeat the testing and verify that the patients’ facility gets updated with physician type facility.
4. Set the configuration to 'Dialysis' or do not set the configuration.
5. Repeat the testing and verify that the patients’ facility gets updated with dialysis type facility.
Clinical Appendices
Appendix A – Dialysis Order Changes
Project Overview
The purpose of this project is to enhance the ability to more specifically order a dialysate or dialysates delivered
during a hemodialysis patient’s treatment. In order to meet this objective, the following changes have been
made to the TIME system (NOTE: These changes apply only to hemodialysis orders):
1. A new table, the Bath Type table, has been added to the Medical Records Codes menu. A Bath Type
code includes the following information:
TIME V7.2 Service Pack 23
Release Notes Page 27 of 61 Last Saved: 1/5/2016
a. Bath Type Code
b. Bath Type Description
c. Calculation Type (+, -, x, or / - that is, add, subtract, multiply or divide)
d. Calculation Number
2. A new field, the Total Delivered Buffer field, has been added to the hemodialysis dialysis order screen.
When a bath type, defined above, is ordered as a patient’s bath, the system will calculate this value
based on the following formula:
a. Base Bicarb (the new field introduced in SP22), Calculation Type, Calculation Number
b. For example, the Base Bicarb is entered as 25, the Calculation Type for the selected bath is +,
and the Calculation Number for the selected bath is 8, the system would calculate the Total
Delivered Buffer to be 33 (25+8=33).
3. An option has been added to allow users to hide or display this functionality.
4. The new dialysate information is available on the following applications:
a. The Treatment Rx and Connect screens of the Hemodialysis Flowsheet
b. Flowsheet History screen
c. The Hemo Orders screen part of the Physicians Rounding App
5. The new dialysate information is available on the hemodialysis dialysis orders and flowsheet history
Progress Note Template Data Elements.
6. The new dialysate information is displayed on the following clinical reports:
a. Hemodialysis Flowsheet
b. Physicians Rounding Report
c. Patient Review Report
d. Dialysis Orders Report
e. As You Like It Report
6. A new Infobutton has been added to the hemodialysis Dialysis Orders screen. When the Infobutton is
selected, you are taken to the Medline Plus website to provide additional clinical information.
7.
8. SQL Views have been created for the new bath type table. The dialysis order and hemodialysis
flowsheet SQL views have been modified accordingly with these new fields.
Project Enhancements
The new Bath Type Codes maintenance screen, displayed below, has been added to the TIME system.
TIME V7.2 Service Pack 23
Release Notes Page 28 of 61 Last Saved: 1/5/2016
This maintenance screen allows users to create bath type codes that include the following information:
1. Bath Type Code
2. Bath Type Description
3. Calculation type (+, -. X. /)
4. Calculation Number
Modified Applications
The following applications have been modified in SP23 in order to provide enhanced bath information both at
the time the dialysis order is created and at the time treatment is provided:
1. Dialysis Orders – The Dialysis Orders application, displayed below, has been modified for hemodialysis
orders.
TIME V7.2 Service Pack 23
Release Notes Page 29 of 61 Last Saved: 1/5/2016
NOTE: The Total Delivered Buffer field is a calculated value. It is the Base Bicarb entered on this
screen, and the Calculation Type and Calculation Number values entered on the Bath Type Codes
screen. For example, if the GRAN bath type was set up with ‘+’ as the Calculation Type and 4 as the
Calculation Number, the TIME system calculates 30+4=34 and inserts this value in the Total Delivered
Buffer field
2. Hemodialysis Flowsheet – Treatment Rx – The Treatment Rx screen of the Hemodialysis Flowsheet
application, displayed below, has been modified to include the new Bath fields:
TIME V7.2 Service Pack 23
Release Notes Page 30 of 61 Last Saved: 1/5/2016
The Bath fields may be edited on this screen.
3. Hemodialysis Flowsheet – Connect Screen – The Connect Screen of the Hemodialysis Flowsheet
application, displayed below, has been modified to include the new Bath fields:
TIME V7.2 Service Pack 23
Release Notes Page 31 of 61 Last Saved: 1/5/2016
The Bath fields are display only on this screen.
4. Physician Rounding App – Hemo Orders Screen Part – The Hemo Orders screen part of the Physician
Rounding App has been modified to display the new Bath information. The modified screen part is
displayed below:
The bath information for both Bath 1 and Bath 2 are displayed in the Hemo Orders screen part.
5. Progress Note Data Elements – Two changes have been made to the progress notes data elements
options:
a. The Flowsheet History data elements menu has been modified to add the Bath Type and Total
Delivered Buffer options. The revised menu is displayed below:
TIME V7.2 Service Pack 23
Release Notes Page 32 of 61 Last Saved: 1/5/2016
b. The Hemo Dialysis Orders data elements menu has been modified to add the Bath Type and
Total Delivered Buffer options. The revised menu is displayed below:
TIME V7.2 Service Pack 23
Release Notes Page 33 of 61 Last Saved: 1/5/2016
6. Flowsheet History – The Flowsheet History application, displayed below, has been modified to include
the enhanced Bath information:
TIME V7.2 Service Pack 23
Release Notes Page 34 of 61 Last Saved: 1/5/2016
7. Hemodialysis Flowsheet Report – The Hemodialysis Flowsheets Rpt, displayed below, has been
modified to include the new bath fields.
8. Physicians Rounding Report – The Physicians Rounding Report, displayed below, has been modified to
include the new bath fields.
TIME V7.2 Service Pack 23
Release Notes Page 35 of 61 Last Saved: 1/5/2016
9. Patient Review Report – The Patient Review Report, displayed below, has been modified to include the
new enhanced bath fields:
10. Dialysis Orders Report – The Dialysis Orders Report, displayed below, has been modified to include the
new bath fields:
TIME V7.2 Service Pack 23
Release Notes Page 36 of 61 Last Saved: 1/5/2016
The Hemo Dialysis Orders report displays all bath information entered for both Bath 1 and Bath 2.
11. As You Like It Report – The following new bath fields have been added as available selection and
display fields:
a. Bath1 Type
b. Bath 2 Type
c. Total Delivered Buffer Bath 1
d. Total Delivered Buffer Bath 2
12. SQL Views – A new SQL view has been created for the new Bath Type table. In addition, both the
dialysis order and hemodialysis flowsheet SQL views have been updated with the new fields.
Test Plan
1. Launch the Bath Type Codes maintenance screen (Main Menu=>Code Tables=>Medical Records Codes=>
Bath Type Codes).
2. Create new bath type codes. Record the Calculation Type and Calculation Number values entered for
the new codes. You will need this information for Step 4 below. the Save the codes and exit the
application.
TIME V7.2 Service Pack 23
Release Notes Page 37 of 61 Last Saved: 1/5/2016
3. Launch the Dialysis Orders application (Main Menu=>Medical Records=>Patient Charts=> Dialysis
Orders). Select a test patient. Create a new hemodialysis order for your test patient. Complete all of
the Bath 1 and Bath 2 fields.
4. Verify that the Total Delivered Buffer is calculated based on the Base Bicarb entered on the Dialysis
Orders screen and the calculation type and number entered on the Bath Type Codes screen. For
example:
a. Base Bicarb = 30
b. Calculation Type = +
c. Calculation Number = 4
d. You should see 34 in the Total Delivered Buffer field (30+4=34)
5. Contact INFIAN. Verify that INFIAN support staff are able to set background setting to enable or disable
the new bath type functionality.
6. Add a new flowsheet for your test patient selected in Step 3 above. Verify that the new bath fields are
displayed on the Treatment Rx and Connect Screens for both Bath 1 and Bath 2, and that the
information displayed is correct.
7. Verify that the new bath fields may be edited on the Treatment Rx screen.
8. Verify that the new bath fields are available on the following applications:
a. Flowsheet History Screen
b. Progress Note Template Data Elements:
i. Hemo Dialysis Orders
ii. Flowsheet History
c. The Hemo Orders screen part of the Physician Rounding App.
9. Verify that the new bath fields and their related information are displayed on the following reports:
a. Hemodialysis Flowsheets Rpt.
b. Physicians Rounding Report
c. Patient Review Report
d. Dialysis Orders Report
e. As You Like It Report
Appendix B – Progress Notes
Project Overview
The Progress Notes application has been overhauled to use newer technology so that progress notes may be
shared using many different user interfaces. Old progress notes may still be modified and copied, and existing
progress note templates have been converted to work with the new technology. In addition, a new application,
the Organize Progress Note Templates application, has been added to provide a more streamlined and efficient
means by which users may select a template. Stored progress note templates may now be marked as shared or
not shared with other users. If a template is shared, it may be further filtered by granting access by user,
security group or by facility. By targeting specifically with whom a template is to be shared, the overall list of
stored progress note templates for any given user is shortened and more easily managed.
The following changes have been made to the Progress Notes and Progress Note Templates applications:
1. The following changes have been made to the Progress Notes application:
a. The following changes have been made to the Edit menu of the Add/Edit Progress Notes screen:
TIME V7.2 Service Pack 23
Release Notes Page 38 of 61 Last Saved: 1/5/2016
i. The Undo and Redo menu options, selected from the Edit menu of the Add/Edit
Progress Notes screen, now support multiple undos and redos.
ii. The Delete option has been removed from the Edit menu of the Add/Edit Progress
Notes screen.
iii. The Search and Replace dialog boxes have been enhanced with additional options.
b. Users may now select page ranges when printing multi-page documents.
c. When the Text menu option is selected from the Insert menu, it can now load the latest version
of Microsoft Word documents (DOCX).
d. The following changes have been made to the Format menu of the Add/Edit Progress Notes
screen:
i. When the Character option is selected, the options displayed on the Font dialog box
have been re-arranged.
ii. The Display Only option has been renamed “Restrict Editing”. If the cursor is located
inside a restricted editing area when the Format menu is selected, the option changes to
Allow Editing so that the restriction may be removed.
iii. The Set Changeable option has been removed from the right-click menu. Restrict
Editing fields are now displayed with a gray background when they are clicked.
e. When entering a progress note, the Tab key now indents text or increases a bullet list item level.
Using the Shift key + Tab will do the opposite. The Tab key also moves the cursor from cell to
cell in a table.
f. You may now add a table within a cell of another table. This is useful for formatting a page with
side by side tables.
g. When applying a template to a progress note, the As of Date dialog box is only displayed if the
date of the progress note is different than the current date, and the session setting for the As of
Date has not been set yet.
2. The following changes have been made to the Progress Note Templates application:
a. A new Progress Note Templates security setting, the “Of Notes Saved Prior To” date field, has
been added. The Of Notes Saved Prior To setting is used in conjunction with the Prevent Copy
checkbox and is available only when the Prevent Copy checkbox is selected. If the Prevent Copy
checkbox is selected, and the Of Notes Saved Prior To date field is blank, no notes that include
the template can be copied. This mirrors the functionality that existed prior to SP23. If,
however, a date is entered in the Of Notes Saved Prior To field, then only progress notes
containing the template that were created prior to the given date are restricted and unavailable
to be copied. Progress Notes using the template that are created after the date entered in the
Of Notes Saved Prior To field may be copied.
b. It is now possible to add multiple templates to a Progress Note. Each template is appended to
the bottom of the existing text. The settings of the templates are combined in the following
manner:
i. Security: If any of the templates used is set to ‘Allow changes – all users and times’,
then the resulting progress note will follow this security setting. In addition, the ‘Allow
changes only by creator day of creation’ overrides the ‘Follow security of other notes’
setting.
ii. No Change Days: The lowest setting of the templates used in the progress note will be
used as the overriding setting.
iii. Template: The settings of all of the templates used in a given progress note are
combined for the most restrictive result.
TIME V7.2 Service Pack 23
Release Notes Page 39 of 61 Last Saved: 1/5/2016
iv. Elapsed days: The largest setting of all of the templates used in a given progress note is
used as the number of elapsed days.
v. Prevent Copy : If any of the templates added to the progress note is set to prevent
copying, then the resulting progress note is restricted as well.
vi. Prevent Copy of Notes Prior to Date: The latest date used for any of the templates used
to create the progress note is the date that is used for the overall progress note. A
blank date (prevent all) overrides all other dates.
c. The restriction on copying notes due to template changes has been relaxed. If a template has
been modified since a note has been created, then a warning is displayed but the user is allowed
to proceed with copying the note within the copy restrictions detailed above in the Prevent
Copy description (2.b.v.)
d. The CVX Category constraint has been added to the Immunization History grid.
e. The Med Orders History Grid has been enhanced by adding the Dose, Frequency and Route
columns. The doctor column was removed from the grid. In addition, the columns have been
rearranged to display in the following order: Medication, Place, Start Date, Stop date, Dose,
Frequency and Route.
f. The Treatment Observation Grid data element has been added. The grid is constrained by date-
driven constraints, and includes the following columns: TX date, time, BP, pulse, BFR, VP, AP,
TMP and UFR.
g. Many new Pt. Other Contact Info data element has been added so that additional patient
information that includes but is not limited to patient employer, financially responsible party,
clinical remarks, transportation, and primary physician may be added to a progress note
template.
h. A new option has been added to the File menu of the Progress Note Templates application. The
Organize Progress Note Templates option allows you to mark a template as shared with other
users or not shared. In addition, you may specify whether the template should be shared with
specific users, security groups or facilities. This new screen helps to reduce the number of
progress note templates that are displayed when a user searches for a template to apply to a
progress note, making it a more streamlined and efficient process.
3. When applying a progress note template to a progress note, the As of Date dialog box is only displayed if
the date of the progress note is different than the current date, and the session setting for the As of
Date has not been set yet.
4. The Maestro Template and the Progress Note editor now use the same type of active spell checking that
is used with most word processors.
Project Enhancements
The following enhancements have been added to the Progress Notes and Progress Note Templates applications:
1. Treatment Observation Grid – A new data element, the Treatment Observation Grid, has been added to
the Progress Note Templates application. When the Treatment Observation Grid data element is
selected, it is displayed in the template as it is displayed below:
TIME V7.2 Service Pack 23
Release Notes Page 40 of 61 Last Saved: 1/5/2016
Once selected, the properties browser below is displayed:
2. Organize Progress Note Templates - The new Organize Progress Note Templates option (Main
Menu=>Code Tables=>Medical Records Codes=> Progress Note Templates=> File=> Organize Progress
Note Templates) has been added to the TIME system. This new screen helps to reduce the number of
progress note templates that are displayed when a user searches for a template to apply to a progress
note, making it a more streamlined and efficient process. There are four tabs included on this new
screen: Progress Note Template, Share with Employees, Share with Security Groups, Share with
Facilities. These tabs may be used to define whether a template should be shared, and if so, which
users, security groups or facilities should be granted access to the template. The new Organize Progress
Note Templates screen is displayed below:
TIME V7.2 Service Pack 23
Release Notes Page 41 of 61 Last Saved: 1/5/2016
When the Share with Employees tab is selected, the screen below is displayed:
TIME V7.2 Service Pack 23
Release Notes Page 42 of 61 Last Saved: 1/5/2016
When the Share with Security Groups tab is selected, the screen below is displayed:
TIME V7.2 Service Pack 23
Release Notes Page 43 of 61 Last Saved: 1/5/2016
When the Share with Facilities tab is selected, the screen below is displayed:
TIME V7.2 Service Pack 23
Release Notes Page 44 of 61 Last Saved: 1/5/2016
Modified Applications
The Progress Notes and Progress Note template applications have been modified as detailed in the Project
Overview section above. The following outlines screen changes that are included with the re-engineered
applications:
1. Add/Edit Progress Notes – The following changes have been made to the Edit menu of the Add/Edit
Progress Notes screen:
a. Search – The Search dialog box, displayed below, has been enhanced with additional options so
that it closely resembles the Search function of a word processor:
TIME V7.2 Service Pack 23
Release Notes Page 45 of 61 Last Saved: 1/5/2016
b. Replace – The Replace dialog box, displayed below, has been enhanced with additional options
so that it closely resembles the Search function of a word processor:
c. Print – The Print dialog box, displayed below, has been modified so that you may select a page
range when printing a multi-page progress note:
TIME V7.2 Service Pack 23
Release Notes Page 46 of 61 Last Saved: 1/5/2016
d. Font – When Character is selected from the Format menu, the Font dialog box, below, is
displayed. The options on this screen have been re-arranged:
e. Restrict Editing/Allow Editing – The Display Only option of the Format menu, available on the
Add//Edit Progress Notes screen, has been changed to Restrict Editing/Allow Editing. Text may
be protected by selecting the Restrict Editing option so that users may not edit the selected text.
TIME V7.2 Service Pack 23
Release Notes Page 47 of 61 Last Saved: 1/5/2016
Once protected, the text may be selected and made available for editing by selecting the Allow
Editing option. The modified option is displayed below:
2. Progress Note Templates – The following changes have been made to the Progress Note Templates
application:
a. A new security setting has been added to the Progress Note Templates to control the date prior
to which a template may not be copied. The Of Notes Saved Prior To setting is used in
conjunction with the Prevent Copy checkbox and is available only when the Prevent Copy
checkbox is selected. If the Prevent Copy checkbox is selected, and the Of Notes Saved Prior To
date field is blank, no notes that include the template can be copied. This mirrors the
functionality that existed prior to SP23. If, however, a date is entered in the Of Notes Saved
Prior To field, then only progress notes containing the template that were created prior to the
given date are restricted and unavailable to be copied. Progress Notes using the template that
are created after the date entered in the Of Notes Saved Prior To field may be copied. The
modified screen is displayed below:
TIME V7.2 Service Pack 23
Release Notes Page 48 of 61 Last Saved: 1/5/2016
b. A new field, CVX Category, has been added to the Immunization History Grid data element. The
modified properties dialog box is displayed below:
TIME V7.2 Service Pack 23
Release Notes Page 49 of 61 Last Saved: 1/5/2016
c. The Med Orders History Grid (Data Elements=> Med Orders=> Med Orders History Grid),
displayed below, has been enhanced to include Dose, Frequency and Route columns.
d. Many new Pt. Other Contact Info data element have been added to the Progress Note
Templates application. When the Pt. Other Contact Info option is selected from the Data
Elements menu, the following options are displayed:
Test Plan
TIME V7.2 Service Pack 23
Release Notes Page 50 of 61 Last Saved: 1/5/2016
1. Launch the Progress Notes application (Main Menu=>Medical Records=>Patient Charts=> Progress
Notes).
a. Select a test patient, and select the Add button to add a new progress note.
b. Select the Insert menu, then select Text.
c. Verify that you are able to insert a .docx Microsoft Word document.
d. Highlight a portion of the text. Select the Format menu. Verify that the Restrict Editing option is
available.
i. Select the Restrict Editing option. Save the progress note.
ii. Select the progress note created in Step 1.a. above. Click the text that was selected to
restrict editing. Verify that it is highlighted in gray. Verify that you are unable to edit
this text.
iii. Select the Format menu again. Verify that the Restrict Editing option has been changed
to Allow Editing.
iv. Verify that you are able to edit the text.
e. Make a few changes to the progress note.
i. Select the Undo option from the Edit menu. Verify that you are able to undo multiple
changes.
ii. Select the Redo option Verify that you are able to add multiple changes back into the
progress note.
iii. Verify that the Delete option has been removed from the Edit menu.
f. Select the Search option from the Edit menu. Verify that this dialog box contains additional
options and that they are functioning correctly.
g. Select the Replace option from the Edit menu. Verify that this dialog box contains additional
options and that they are functioning correctly.
h. Select the Character option from the Format menu. Verify that the options have been
rearranged and that they are functioning correctly.
i. Highlight a portion of text in the progress note, and right click to launch the right click menu.
Verify that the Set Changeable option has been removed from the right click menu.
j. Verify that the Tab key indents text as well as increases a bullet list item level. Verify that Shift +
Tab performs the opposite function.
k. Verify that you are able to add multiple templates in one progress note, and that one is
appended to the end of the other.
i. Verify that the security settings of the templates are combined in the following manner:
1. Security: If any of the templates used is set to ‘Allow changes – all users and
times’, then the resulting progress note will follow this security setting. In
addition, the ‘Allow changes only by creator day of creation’ overrides the
‘Follow security of other notes’ setting.
2. No Change Days: The lowest setting of the templates used in the progress note
will be used as the overriding setting.
3. Template: The settings of all of the templates used in a given progress note are
combined for the most restrictive result.
4. Elapsed days: The largest setting of all of the templates used in a given progress
note is used as the number of elapsed days.
5. Prevent Copy : If any of the templates added to the progress note is set to
prevent copying, then the resulting progress note is restricted as well.
TIME V7.2 Service Pack 23
Release Notes Page 51 of 61 Last Saved: 1/5/2016
6. Prevent Copy of Notes Prior to Date: The latest date used for any of the
templates used to create the progress note is the date that is used for the
overall progress note. A blank date (prevent all) overrides all other dates.
l. Verify that the As of Date dialog box is only displayed if the date of the progress note is different
than the current system date, and the session setting for the As of Date has not been set yet.
m. Insert a table in your progress note by selecting the Table menu. Select a cell of the table, and
select the Table menu again. Verify that you are able to insert a table within a cell of another
table.
n. Misspell a word. Verify that the progress notes editor marks the misspelled word with a red
underline.
2. Launch the Progress Note Templates application (Main Menu=>Code Tables=>Medical Records Codes=>
Progress Note Templates).
a. Verify that the Of Notes Saved Prior To date field has been added to the Security section of the
Progress Note Templates screen.
i. Verify that the Of Notes Saved Prior to field is available only when the Prevent Copy
checkbox is selected.
ii. Verify that when the Prevent Copy checkbox is selected, but the Of Notes Saved Prior To
field is blank, that no notes that contain the progress note template may be copied.
iii. Verify that when a date is entered in the Of Notes Saved Prior To field, that no notes
created prior to that date may be copied, but notes on or after that date may be copied.
b. Select the Data Elements menu. Select the Immunization History grid and verify that the CVX
Category field has been added to the properties dialog box.
c. Select the Med Orders History Grid (Data Elements=> Med Orders=> Med Orders History Grid)
and insert the grid in a progress note. Verify that the Dose, Frequency and Route columns have
been added.
d. Select the Data Elements menu. Verify that the Treatment Observation Grid has been added,
and that it includes the TX date, time, BP, pulse, BFR, VP, AP, TMP and UFR.
e. Verify that the Pt Other Contact Info data elements have been added to the Data Elements
menu.
f. Misspell a word. Verify that the Maestro editor marks the misspelled word with a red underline.
g. Create and save a new test template.
h. Select the Organize Progress Note Templates option from the File menu.
i. Select the Progress Note Template tab.
ii. Mark the template as not shared.
iii. Exit the TIME system and log in as another user.
iv. Verify that the template is not available to another user.
v. Log back into the TIME system as the user who created the test template.
vi. Select the Organize Progress Note Templates option from the File menu again. Repeat
the test by defining access by user, security group and facility, verifying that each filter
works properly to restrict or allow access to your test template.
Appendix C – Remove Reference to Method
Project Overview
TIME V7.2 Service Pack 23
Release Notes Page 52 of 61 Last Saved: 1/5/2016
As a result of changes in reimbursement for home dialysis services, organizations may no longer choose
between Method I and Method II billing as this distinction has now become obsolete. All home dialysis services
are billed as Method I claims. In response to these changes, references to Method I and Method II billing, and
the options to select these methods of billing, were removed from the TIME system. The historical information
is still available to be viewed, although it may not be edited. The method designation is not displayed on any
current or future records.
Modified Applications
The following applications were modified to remove the reference to method:
1. Dialysis Orders - The Dialysis Orders application for both hemodialysis and peritoneal dialysis orders,
has been modified to remove the Method section from the Patient Info tab. Historical data is displayed
in a display only field for previous dialysis orders for which a method was selected. The modified
Dialysis Orders screens for each modality are displayed below:
a. CAPD/CCPD Orders with Historical Data
b. New CAPD/CCPD Orders – (Notice that there is no reference to method on the screen):
TIME V7.2 Service Pack 23
Release Notes Page 53 of 61 Last Saved: 1/5/2016
c) Hemodialysis Orders with Historical Method Information – (Notice that there is no reference to
method on the screen):
TIME V7.2 Service Pack 23
Release Notes Page 54 of 61 Last Saved: 1/5/2016
d) New Hemodialysis Orders
TIME V7.2 Service Pack 23
Release Notes Page 55 of 61 Last Saved: 1/5/2016
2. Dialysis Orders Reports – The Dialysis Orders Reports for CAPD or CCPD orders has been modified
so that historical information about a patient’s billing method is printed on the report when the
method is Method I or Method II. Nothing is printed when the method is blank.
Test Plan
1. Launch the Dialysis Orders application (Main Menu=>Medical Records=>Patient Charts=> Dialysis
Orders).
a. Select a test hemodialysis patient.
i. Create a new hemodialysis order.
ii. Select the Patient Info tab.
iii. Verify that the Method section is not displayed, and that the Diabetic and Home
Training checkboxes have been repositioned on the screen.
b. Select a test CAPD or CCPD test patient.
i. Create a new peritoneal dialysis order
ii. Select the Patient Info tab.
iii. Verify that the Method section is not displayed.
c. Select test hemodialysis patient for whom Method I or Method II billing was designated in the
past.
i. Edit or view the order.
ii. Select the Patient Info tab.
iii. Verify that the method type is displayed properly.
iv. Verify that the method information may not be edited.
d. Select a test hemodialysis patient with a previous order on which the method of billing was not
indicated.
i. Edit or view the order.
ii. Select the Patient Info tab.
iii. Verify that no reference to Method is displayed on the screen.
2. Launch the Dialysis Orders Reports (Main Menu=>Medical Records=>Treatment Reports=> Dialysis
Orders Reports).
a. Select a new hemodialysis or peritoneal dialysis order created above.
i. Generate the report.
ii. Verify that there is no reference to Method in the Patient Information section of the
report.
b. Select an existing hemodialysis/peritoneal dialysis order for which there is no method selected.
i. Generate the report.
ii. Verify that there is no reference to Method in the Patient Information section of the
report.
c. Select an existing CAPD or CCPD dialysis order for which a method was selected.
i. Generate the report.
ii. Verify that the Method information is printed in the Patient Information section of the
report.
3. Launch the Progress Note Templates application (Main Menu=>Code Tables=>Medical Records Codes=>
Progress Note Templates)
a. Verify that the Method Type data element is still available on the Dialysis Orders menu. This
data element is available for historical purposes only.
TIME V7.2 Service Pack 23
Release Notes Page 56 of 61 Last Saved: 1/5/2016
Extended Care Team With Service Pack 23, you can now record and view information about other clinicians and family members who
are part of the patient’s overall care team (not just the team that treats the patient in your clinic). The following
changes have been made to support this
• Extended Care Team: This new screen allows you to document the extended care team for the patient.
It allows for you to document both personal team members (spouse, daughter, father, etc.) and clinical
team members (Cardiologist, Endocrinologist, etc.) For each team member you can provide address and
phone numbers, as well as an indication of whether or not the team member can make decisions on the
patient’s behalf or if they can receive patient health information.
• Clinical Registration: A new button, “Extended Care Team” has been added to the “Current Status” tab
of Clinical Registration. Pressing this button launches the new Extended Care Team screen
• Physician Rounding App: A new screen part has been added – Extended Care Team. If this list is part of
a view, the patient’s Extended Care Team will be displayed, with fields for Name, Role/Specialty, Phone,
and Address. Performing a right-click on the screen part will display a context menu allowing you to
Add, View, and/or Edit Extended Care Team members via the new Extended Care Team screen
• Progress Note Template: A new data element – Extended Care Team – is now available under the Data
Element -> Pt. Other Contact Info menu on the screen. This will display the Name, Role / Specialty,
Phone, and Address of the patient’s extended care team members.
Modified Applications
Extended Care Team (new)
TIME V7.2 Service Pack 23
Release Notes Page 57 of 61 Last Saved: 1/5/2016
This new screen allows for a user to add, edit, and view the members of the extended care team for the patient.
For each extended care team member, the user can provide the following information
• Medical or Personal: If the care team member is a medical professional, then select “Medical”.
Otherwise use “Personal”
• Contact Name: The name of the care team member
• Care Team Role:
o If the team member is personal, then use the Care Team Role field to identify how the team
member is related to the patient. This field uses the Relation to Insured table (Main Menu ->
Code Tables -> Insurance Codes -> Relationship to Insured) to supply the list of valid values
o If the team member is medical, then use the Care Team Role field to identify the clinicians
classification using Taxonomy codes
• Address, Home Phone, Work Phone, Cell Phone: Populate as little or as many of these fields as is
appropriate for the team member
• Authorized to make decisions on the patient’s behalf: Check this if the care team member can make
medical decisions for the patient
o NOTE: As of SP 23, this field is information only. TIME does not use the value of this field for
processing
• Authorized to receive patient health information: Check if this team member can received health
information about the patient
o NOTE: If you have not purchased our Secure Mail solution (using the Direct protocol), this field
is for informational reasons only. TIME does not use the value of this field for any processing
o NOTE: If you have purchased our Secure Mail solution, this field is used when sending a Secure
Mail message to determine if the contact can received clinical information
• Authorization Start / End: These fields are used with the Secure Mail solution to determine if the
contact has authorization to receive clinical information
• Details: A place for miscellaneous comments Clinical Registration
TIME V7.2 Service Pack 23
Release Notes Page 58 of 61 Last Saved: 1/5/2016
Clinical Registration has been modified to allow for the new Extended Care Team screen to be launched from
the Current Status tab. The Extended Care Team button is only enabled if you are in View mode on the screen.
The button is disabled if you are adding or editing the registration information for the patient. Clicking on the
button displays the Extended Care Team screen.
Physician Rounding App
There are two changes to the Physician Rounding App to support Extended Care Team
TIME V7.2 Service Pack 23
Release Notes Page 59 of 61 Last Saved: 1/5/2016
The Configure View screen now has an option for adding the Extended Care Team screen part to a view. The
Extended Care Team screen part has no configuration options – it always shows all of the active extended care
team members.
TIME V7.2 Service Pack 23
Release Notes Page 60 of 61 Last Saved: 1/5/2016
Right-clicking on a row in the screen part displays a context menu with the following options:
• Add – launches the Extended Care Team screen in add mode
• View – launches the Extended Care Team screen to display the extended care team member
• Edit – launches the Extended Care Team screen with the extended care team member’s record in edit
mode
• Refresh – updates the screen part with the currently available list of team members
The screen part itself displays the:
• Name: Team Member name
• Role / Specialty: The descriptive version of the Relationship code (if Personal) or Taxonomy code (if
Medical)
TIME V7.2 Service Pack 23
Release Notes Page 61 of 61 Last Saved: 1/5/2016
• Phone: Will show all three phone numbers if available with a suffix of “(H)” for home, “(W)” for work,
and “(C)” for Cell
• Address: Shows the address information concatenated into a single cell
Progress Notes Templates / Progress Notes
A new data element has been added to the Progress Notes Templates allowing for the display of the patient’s
care team members in a Progress Note. This new Data Element is available under the Data Elements -> Pt.
Other Contact Info -> Extended Care Team menu option on the Template editor screen
When the Extended Care Team data element is dropped onto a template, it displays the same four columns as
the Physician Rounding App screen part – Name, Role / Specialty, Phone, Address. Also like the Physician
Rounding App screen part, there are no parameters for this Data Element.
Recommended