New - indicates an enhancement.

Update - indicates a service issue that has been fixed.

Remove - if something was announced, but had to be removed before deployment to PROD.

Email Preferences: We added a new Email Preferences page to the Member App. This page allows people to manage their communication preferences per different communication types for both SMS and Email channels. The page includes an option to unsubscribe from all emails.

Print Historical Assessments: We added the ability to print historical assessments and associated historical assessment notes from the Person Level Assessments tab in the Comprehensive Person View (CPV) and also from the Program Journey Assessment tab. The historical assessments are sorted in chronological order.

Print Assessments with Full Answers: Ensured that full answers in assessments display in the assessment printout, instead of just one line of each answer.

Due Dates for Appeals: We added due dates for appeals with preset Due Date Time and Due Date Reason fields that are configurable based on your organization's preferences. Users who have been assigned the appropriate functional permissions can also edit the preset due date or reason in an appeal.

Person's Details on New Requests Page: We added the person's details to the New Request page, so you can refer to a person's information while creating a new request from the CPV with the person in focus.

Requesters Tab: We added a new Requesters tab to the Request Details page. This new tab allows you to view information about all the requesters involved for each stage of a request (initial and extensions), instead of just the most recent requester.

Clone Requests: Now, you can create a new request with similar information without re-entering all the information manually. Save yourself time and clicks by copying an existing request’s details into a new request.

Added the ability to print assessments and associated assessment notes from the new Person Level Assessments tab in the Comprehensive Person View (CPV) and also from the Program Journey Assessment tab. After sorting and filtering assessments, you can select which assessments to print, and then use your browser's print wizard to print to a printer or PDF. Associated assessment notes for each selected assessment are included in the printout.

Note: You can select up to 12 assessments to print at a time.

* Added a configurable option for including assessment details in letters. To enable this configurable option, contact Medecision Support. * Added the Letters panel to the CPV page. * The new Member Assessments tab is now the new Person Level Assessments tab in the CPV and also the Program Journey.

Ensured that relevant search results display for a provider search.

Grievance Request Summaries Now Available! You can now easily generate a printable summary of Grievance Requests. Simply click the "Download PDF" button to create a comprehensive document containing request details, including services and inline notes, assessments, and related requests. This feature provides a convenient way to share information, maintain records, and facilitate collaboration.

Added the ability to edit the due date/time for services and length of stay (LOS).

Added new configurable options for Appeal Assessments. These include the addition of a Plan field and changing the LOB and State fields to multiselect fields.

After diverting a request (from Inpatient to Outpatient or Outpatient to Inpatient), the system will now display a clear error message if any required provider roles are missing. This helps ensure all necessary provider information is included from the start, preventing delays and improving request accuracy. The error message "[role name] role is required" will appear below the search field if roles are missing.

To improve clarity and focus, we've streamlined the Grievance Request view. The Cost Savings tab has been removed from the Request Summary page, and the Cost Savings Note type is no longer available in the Notes sidebar.

Added the ability to edit the title of an attachment from the Attachments panel.

Added the Member Assessments tab to the Comprehensive Person View (CPV). This new tab allows you to add member-level assessments for the person. You can also view member-level assessments and sort them by completion status and filter by date range.

Note: This update was announced last week, and it will be enabled in your TEST environment this week.

* Added the ability to filter for and view request notes in the Notes panel on the Comprehensive Person View (CPV) page. * A new configurable option is available for displaying the phone number and email at the top of the list in Member Details if no preferred phone number or email is selected. To enable this configurable option, contact Medecision Support. * For security purposes, Care Manager names in the Member Application now display with the first name and last initial, instead of the first and last name.

Note: This is the only update that will move into your PROD environment on 11/13/2025.

Improved Flexibility in Adding Modifiers to UM Service Codes: We enhanced the modifier selection process for services on UM requests. With this release, you can now add either CPT or HCPCS modifiers to both CPT and HCPCS service type codes on UM requests. This increased flexibility ensures accurate coding, regardless of how you are entering the service (UI, API, Batch processes, or Provider Portal).

Improved Member and Provider Search Functionality: We've enhanced the search functionality for members and providers, making it easier to find records using names. The system now uses:

Full Match (1-2 characters): When searching by first name, last name, or name, entering just 1 or 2 characters will return only exact matches. This is ideal for short names.

Custom Fields Added to UM Request Services: We added the ability to configure custom fields at the individual service level within UM requests. This allows you to track more specific information for each service rendered. View and update these custom fields directly on the View Request page, under each service's details. Use the pencil icon to edit values or expand the section to view all custom fields.

Add the Same Service Multiple Times on a UM Request: We enhanced the UM request creation process to allow you to add the same service code multiple times within a single stage (either the initial request or an extension). This provides increased flexibility for requests where the same service is needed in varying quantities or frequencies.

Resolved an issue where users were unable to continuously enter claim numbers in the Request Details section on the View Request page. You can now enter claim numbers without interruption.

Added a Member Assessments tab to the Comprehensive Person View (CPV). This tab includes a table of all the assessments that were administered to the member. You can sort assessments by completion status and filter by date range.

Added the ability to print assessments from the new Member Assessments tab in the CPV and also from the Program Journey. After sorting and filtering assessments, you can select which assessments to print, and then use your browser's print wizard to print to a printer or PDF.

Added Note Template text to the Quick Notes feature in the Notes panel.

Updated the Notes feature to include the historical name and title of the note author for improved auditing.

When you select a new program assessment, a lock icon now displays for each assessment that was already added to the person's program.

Ensured that enrollment dates display based on your organization's time zone.

We improved the system's Turnaround Time (TAT) rule management to provide greater transparency and control over TAT calculations, helping you ensure accurate tracking and compliance.\ The system now provides a warning message when a user attempts to change the status reason of a request to a value that is configured to pause the TAT clock.\ If a TAT rule has been configured to pause the turnaround time when a specific status reason is selected, the following occurs:

Warning Message: Before submitting the change, you will receive a clear warning message stating that applying the selected status reason will pause the TAT clock.

Cancellation Option: You will have the option to cancel the change if you do not want to pause the TAT.

The Pull Request feature now prioritizes requests in your department worklists based on the following criteria:

Requests that are marked as escalated will now be pulled before non-escalated requests. This ensures that the most urgent cases are addressed immediately.

Earliest Due Date Prioritization:

Fixed an issue that prevented the submission of requests when multiple assessments were automatically triggered by a decision rule.

Resolved an issue where CareWebQI guideline results for Length of Stay (LOS) service requests were not accurately filtered based on the primary diagnosis. This ensures that you receive the most relevant and appropriate guidelines.

Enlarged the Letter Preview window so it displays in a large enough size for you to see the letter.

Ensured that when adding a new provider, you can only click the Create provider button once.

Ensured that phone numbers in Engagement Activities are formatted correctly.

Request notes can now have a type assigned.

Enhanced Grievance Assessments for Streamlined Processing. We've improved the Grievance process with configurable assessments tailored to specific user roles. Intake users and clinicians can access targeted questionnaires when creating or reviewing grievances, ensuring the right information is captured at each stage for faster and more accurate resolution.

The Notification Date, Due Date, and Turnaround Time (TAT) columns in the Requests tab on the Home page now display with seconds included in the timestamp.

The Audit History now displays on the Task Details page.

When you download a PDF of a request, the Requesters table is now included in the output.

When you are creating a new request, the Classification in the Request Details is preselected depending on the type of request you are creating. For example, if you are creating an Authorization Request, the Classification defaults to Prior Authorization.

"The Subscriber ID is included on the Care Action Plan as this is a critical piece of information to include on person health documentation.

Improved Cost Savings Notes: Cost Savings Notes for UM Requests now include a request association and cost savings type, making it easier to track and filter notes directly related to cost-saving initiatives. You can now filter notes by cost savings type in the Notes sidebar.

Streamlined UM Request Sharing: Introducing the Download PDF Button! A new "Download PDF" button is now available for UM requests, allowing users to generate a printable summary of all relevant information. With just one click, users can easily access and share the following:

Complete Request Overview: Request Details, Service Information, Letters, Notes, Outcome Summary

Supporting Documentation: Attachments, Custom Fields

Guideline & Review Information: CareWebQI (CWQI) Guidelines (if configured), Appeals, Assessments (including Guided Intake and Appeals)

Contact Information: Requesters

UM Request Task Audit History Now Available! You can now track changes made to tasks associated with UM requests. Simply click the "Audit History" button on the Task Details page to view a comprehensive log of all activity. The Audit History will show the last 30 days of activity, and the date range can be expanded to view additional information.

Edit Determined UM Requests: Users can now modify information within UM requests that have services with a "Determined" outcome status (Approved, Denied, or Voided) using a new functional permission.

Key Features:

You can now edit a service that is added from the View Request page.

Added the ability to update tabs in the Additional Info section when adding or editing a person record, even if the required fields in the Enrollment and Custom Fields section are not yet completed. This allows you to set alerts on an inactive member.

Added an option to filter by provider in the Programs worklist on the Home page.

Added Google and iCal/Outlook options to the appointment scheduled and appointment re-scheduled confirmation pages.

Added a label for cost saving notes, so you can tell whether the cost saving note is associated to a program or a request.

Added the number of open items in each worklist tab (Tasks, Programs, Notifications), so you can see how many items are in each list for a given date range.

Reduced the bulkiness of provider search results for when you are adding a provider to a program. Shortened the length of the specialty list and added a tooltip that displays the full list of specialties. Roll over the provider specialty to view the tooltip.

Ensured that the Target Completion Date in a goal for a plan of care is updated when you select Long term for the Type.

Ensured that when you want to type in a date that has an option for the Quick Date Input, that the cursor remains on the date field until you click in the Quick Date Input field.

Updated the error message for when you try to close a program that has been auto-closed. The new message reads, "Program is already closed, please refresh the page to see updated details."

We've streamlined the process for creating UM requests! Now, when you start a new request, you'll first choose a category such as Authorization, Pharmacy, or Grievance. Next, you'll select a specific classification for that category. This helps to collect the right information from the start, so your requests can be routed correctly and processed quicker and more efficiently.

Added the Active Journey Initiation feature to the Digital Journey, which shows how soon after enrollment that the periodic check-in survey is sent. As with the other features of the digital program journey, this timeframe is set by your organization.

Added the new quick date input feature for dates in plan of care. Quick dates allow you to specify a date based on today's date. For example, if you want to set a target completion date to two weeks from today, type T+2w. Roll over the info icon for more information, as shown in the following example.

Added a functional permission for voiding notes in Care Management, so that only authorized users can void a note.

Updated the Print Notes feature to allow you to print notes associated with a specific program. To print notes for specific programs, select Program as the Association, and then select one or more programs from the Program Name menu. You can also select all programs.

Updated the appointment confirmation pages for scheduling and rescheduling appointments to show the confirmed date and time of the appointment.

Improved error messaging for when you try to close a program that is already closed. For example, this can happen if someone else closed the program while you were viewing it. For clarity, you'll now see this error message: "Program is already closed, please refresh the page to see updated details."

Updated the error messages about entering at least three characters for the ID when using Advanced Search to search for a person or a provider. The following message now displays if you click Search but have not entered at least three characters for the ID: "ID should be at least 3 characters."

Ensured that the custom fields tab for Provider records displays and acts similar to the custom fields tab for Person records. As part of this update, you cannot make a provider active until all required custom fields are entered.

Updated the provider demographics page for adding or editing a provider to show email or phone number as required only if partial information is entered. For example, if you select a phone type without adding a phone number, then the phone number will be required.

A new provider is now automatically activated after you fill in all required fields.

Updated Person Alerts and Person Enrollment Alerts to allow you to continue viewing the list of enrollment alerts while adding additional ones.

Drawing from customer feedback, we recognized that care management is not a linear process. To better support your flexible workflows, we changed the name of the second step of the classic telephonic program to display as Enrollment instead of Enrollment & Assessment.

Added the Summary of Costs to the Cost Summary in the Health Summary. This tab features a total of all costs in the Cost Summary.

Added an error message that displays in the Print Notes feature when no notes are available for the given filters.

Ensured that when a member opts in to a Digital Journey that the correct status displays to the care manager.

Ensured that correct assessment completion dates display on the Assessments page in Assessment History mode.

Removed the SDOH section from the Health Summary since the data is no longer received.

Completed back end updates to ensure that inactive enrollments do not display as active.

Cost Savings are now available for UM requests from the View Request page. Click the Cost Savings tab on the View Request page to add and edit Cost Savings. You can view Audit History, edit, and void previously entered Cost Savings information. After the information is entered, you can view a summary of the Cost Savings information can be viewed by clicking the tab from the View Request page.

Letters are now available for UM requests, and you can access them from the View Request page on the side panel. Click on the side panel and Select the Letters tab. You can view previously added letters or click to add a new letter. \ &#xNAN;NOTE: Only Letter templates that are configured in Letter Maintenance for UM requests will be available for selection.

When you select an available letter, you can click the button to Preview/ Edit. A new window displays, allowing you to view the selected letter. After a letter is added, it displays as part of the Letters tab, along with the status and time stamp of the letter.

Added the ability to inspect task details from the individual and department Home pages.\ Inspecting a Task

Added an error message that displays in the Assessment Builder when you try to save an assessment before configuring all the logic for it.

Simplified both the person-facing and care manager facing Schedule Appointment features, so that members and care managers can schedule appointments with fewer clicks.

Ensured that when you try to create a new person using an existing Person ID that an error message displays when click the Create Person button.

Ensured that responses in the Assessment History table wrap, so you can read the entire response.

Ensured that inactive enrollments are grayed out on the Enrollments page to avoid confusion when a person has had multiple primary enrollments. Only one primary enrollment displays as active.

Updated the tooltips in the Consent and Enrollment sections in Programs to read as "Person or provider agreed" or "Person or provider disagreed" since the provider can agree to consent and enroll a person in a program. Previously, it read as "Person agreed" or "Person disagreed."

Updated the View By date in Engagements on the Program Details page to use your organization's time zone as a date reference instead of UTC. Ensured that imported tasks have associated task IDs assigned.

Tasks are now available for UM requests, and they are accessible from the UM Worklist and the View Request page. This allows you to access and manage tasks from your individual UM worklist and also view, edit, and create tasks by clicking the Tasks tab from the View Request page.

The Program Referrals tab has been added to the View Request page for UM requests. Users with the appropriate permissions can now view, edit, and create Program referrals from the View Request page.

When accessing the View Request page for a previously submitted UM request, the Department Owner and User Owner will now display as part of the Request Summary section.

Audit History is now available on the View Request pages for UM requests. You can view audit events for actions related to requests, including the creation and update of request information, as well as request related assessments, notes and attachments.