Jade

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NPAWorks

Enhancements

  • Users now have the ability to send appointment reminders to guardians via email with HIPAA compliant formatting.
  • The ability to conveniently schedule one bundled T-Code service that includes the 1st 30 and additional service appointments.
  • The ability to view several staff members or clients’ schedules at one time via the Scheduling Matrix.
  • Flexible Reporting has a new look and improved functionality to provide the user with the ability for customization per user.
  • Users can now generate forms for multiple staff members, clients and/or funding sources at one time.
  • Users can now reset their passwords by either changing it within their user accounts or by receiving an email for a forgotten password.
  • SMS text messages can be sent to staff for rendering reminders, lock schedule reminders and credential expirations.
  • When creating a client appointment, the default staff name will be blank until it is selected by the user.
  • Enhanced the Scheduling Matrix security to ensure a user will only be able to view staff and/or clients associated with their user role.
  • Jade+ NPAForms allows the user to upload and store blank forms to be able to edit, save and share.
  • Jade+ Users can now generate RBT Audit Logs, based on the BACB’s requirements, for reporting purposes.
  • Jade+ The Contract Fulfillment Snapshot allows the user to view a client’s authorization fulfillment for weekdays per service appointment.
  • Jade+ Via the Scheduling Matrix, users can quickly see a snapshot of a staff member’s payroll information including scheduled payroll hours, completed hours and overtime hours.
  • Jade+ Scheduling Genie allows for custom attributes to be created and then suggests the best fit taking into consideration client and staff availability, and geographic locations.
  • Jade+ The font size on the main screen of NPAWorks is now configurable by selecting the font size option in the lower right corner of the screen.
  • Jade+ Past appointments that have been integrated with Skills will not be removed when the staff or client is un-integrated.
  • Jade+ Created an email messaging job that will remind staff to change their passwords.
  • Jade+ The data for the Region field in the Scheduling Matrix will now be pulled from the staff and client’s county field.
  • Jade+ H2 Displayed on the NPAForms fee message, applied a “Do not show again” selection option when the user attempts to upload a form.
  • Jade+ H7 Fixed Contract Fulfillment snapshot calculation to include canceled appointments in the “Remaining Auth Hrs” field.
  • Jade+ H7 Corrected backend issue that was preventing appointments from being sent to Skills.
  • Jade+ V2 For Skills Integration users, appointments will now be pushed to Skills if the client and services are integrated instead of just the service.

 

Fixes

  • Corrected an issue to prevent services from being deselected within the funding source if the service has been previously used in a client record.
  • Corrected issue to automatically assign credential requirements when T-Code services are bundled.
  • Jade+ A warning message will be displayed to indicate a charge will be accrued if the RBT Supervision selections are checked off in the staff record.
  • Jade+ Corrected issue for the funding source rate propagation to ensure the new rate is propagated to the client services and appointments.
  • Jade+ Fixed saving issue when T-Code services are bundled for the first time.
  • Jade+ Corrected invalid Unhandled Exception error when adding clearance data to a staff record.
  • Jade+ Fixed invalid error stating exceeded authorized minutes on bundled service appointments.
  • Jade+ Optimized performance time when validating a schedule that includes bundled service appointments.
  • Jade+ Improved issue of claim line sorting to ensure once bundled services are split that the initial and additional services remain on the same claim.
  • Jade+ Fixed propagation issues to allow modifications to a bundled service charge rate, reimbursement rate and modifiers to be pushed to contracts and service appointments.
  • Jade+ Corrected invalid Unhandled Exception error from displaying when opening a service appointment if the contract is missing either a start or end date.
  • Jade+ Fixed UE error when editing existing claims containing non-bundled T-Code services when the Bundled T-Code feature is enabled.
  • Jade+ H1  Corrected missing backend script to prevent UE error from being displayed when trying to make changes to existing appointment.
  • Jade+ H1  Fixed appointment subject line sync issue to reflect the updated data when the appointment was dragged to another day and/or time.
  • Jade+ H2 Fixed which services are available to select on existing appointments depending on if the appointment has a signature or not.
  • Jade+ H5 Fixed error from displaying when attempting to delete an appointment.
  • Jade+ H5 Corrected Appointment Start/End Datetime columns on Appointments Admin flex report to display correctly.
  • Jade+ H7 Optimized performance time when gathering EOM signatures.
  • Jade+ H7 Fixed issue to enable the “Save Anyway” and “Save” button when the Missing EOM Signatures warning is displayed.
  • Jade+ H7 Fixed issue to allow an appointment to be created but not rendered when a guardian signature is required.
  • Jade+ H7 For Skills integration users, fixed issue to save guardian signatures if they are gathered in Log Book while the appointment is opened in NPAGo at the same time.
  • Jade+ H7 For Skills integration users, redirected backend validation to the guardian signature field to prevent appointments from being rendered when a signature is required.
  • Jade+ V2 Fixed issue with getting errors when trying to editing old claims that were already submitted to Kareo.
  • Jade+ V2 Fixed issue of the calendar seeming to displaying an incorrect date when hovering over it within the Scheduling Matrix date range filter.
  • Jade+ V2 Fixed issue with signatures on the PVS report only using 1/3 of the signature space.
  • Jade+ V2 Fixed issue to show the red “X” for terminated Clients, Staff, and Funding Sources records on all NPAWorks main screen text size views.
  • Jade+ V2 Corrected issue where deleting a service on one contract and then adding a new service onto a different contract gave an Unhandled Exception Error.
  • Jade+ V2 An error message is no longer received if trying to access services on a funding source in an office without any services entered.
  • Jade+ V2 Fixed error message when adding an authorization number to a bundled T-Code services.
  • Jade+ V2 Corrected issue where an invalid Unhandled Exception would appear when deleting service
  • Jade+ V2 Fixed issue with not being allowed to change charge and reimbursement rate on a bundled T-Code service.

NPAGo

Enhancements

  • The ability to view several staff members or clients’ schedules at one time via the Scheduling Matrix.
  • Users can now reset their passwords by either changing it within their user accounts or by receiving an email for a forgotten password.
  • Enhanced the Scheduling Matrix security to ensure a user will only be able to view staff and/or clients associated with their user role.
  • Jade+ NPAForms allows the user to upload and store blank forms to be able to edit, save and share.
  • Jade+ The RBT Supervision feature can now be used within the supervisor’s appointment in NPAGo.

 

Fixes

  • Jade+ Corrected issue to display “Total” frequency on service appointments.
  • Jade+ H2 Fixed the Payroll Snapshot calculation for the “desired hours” field.
  • Jade+ H5 Correct an NPAGo Geo-location error when gathering signatures.
  • Jade+ H7 Optimized performance time when gathering EOM signatures.
  • Jade+ H7 Fixed issue to enable the “Save Anyway” and “Save” button when the Missing EOM Signatures warning is displayed.
  • Jade+ H7 Fixed issue to allow an appointment to be created but not rendered when a guardian signature is required.
  • Jade+ H7 For Skills integration users, fixed issue to save guardian signatures if they are gathered in Log Book while the appointment is opened in NPAGo at the same time.
  • Jade+ H7 For Skills integration users, redirected backend validation to the guardian signature field to prevent appointments from being rendered when a signature is required.
  • Jade+ V2 For Corrected an error on NPAGo main screen where a staff member’s name would overlap with their job title on mobile phones.
  • Jade+ V2 H3 Updated rotate device message when gathering a signature in NPAGo to include auto-rotating instructions.

 

Flex Reports

  • All Charges by Encounter – New report for Kareo users to display claim data from NPAWorks and Kareo.
  • Jade+ All Charges by Encounter – Separated bundled T-Codes into the initial and additional T-Code service.
  • Jade+ Appointments Admin – Added Rendered datetime and Rendered Location columns.
  • Jade+ AR Tracker Export – Separated bundled T-Codes into the initial and additional T-Code service.
  • Jade+ Client Transfer – Fixed error when the user tried to transfer a client from an office with using bundled T-Codes to an office where services are not bundled.
  • Jade+ Contract Fulfillment – Added Direct/Indirect Appts parameters and Client County column.
  • Jade+ Contract Fulfillment Comprehensive Report (No financial information) – new report with no financial information columns (rates). It is a replication of the Contract Fulfillment Comprehensive report.
  • Jade+ Contract Fulfillment Financials – Added Client County column.
  • Jade+ Funding Source Services Admin – changed the column name from ‘FS Service Code’ to ‘Service/CPT Code’.
  • Jade+ Insurance Billing Claim Tracker – Separated bundled T-Codes into the initial and additional T-Code service. Also, added Rendering Provider & Appt Location Code columns.
  • Jade+ MY RBT Supervision Tracking – Added Supervision Hours Completed Column. Also, now able to select date range less than one month in the date parameter.
  • Jade+ RBT Supervision Tracking – Added Supervision Hours Completed Column. Also, now able to select date range less than one month in the date parameter.
  • Jade+ Staff Credential Check– Added Staff Department Column.
  • Jade+ Staff Roster (Comprehensive)– Added Column Skills Integration.
  • Jade+ Staff Weekly Work Hours – Added Labor Type column.
  • Jade+ V2 All Charges by Encounter flex report no longer includes voided claims in Kareo.

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