Healthy Roster Release Notes

December:

12/09/2024:

Web Release Notes

• Usability Enhancements:
  • Made it easier to access Continuing Education by Healthy Roster with a new icon at the top right of the dashboard
  • Added Continuing Education Progress widget to the EMR dashboard
• Changed NPI to “Provider Identifier” + we now allow all alphanumeric characters and lengths
  • Added Provider Identifer to the following datasources: Encounter Service Costs, Encounters, Events, Problems, Provider Engagement by Provider User, Referral Revenue, Referrals
• Bug Fixes:
  • Fixed issue where you couldn’t view data in tables when editing a report
  • Fixed issue where invitations were disappearing from view for teams
  • Fixed network error related to trying to view form data from a Survey
  • Fixed issue where problem email was not excluding invitations that have been accepted or deleted
  • Fixed Issue where background question placeholders were not always showing

November:

11/25/2024:

Web Release Notes

• Usability Enhancements:
  • Providers can now search by UniqueID on global search, and all patient search
  • Added more details to document attachments - document type, notes, and review status are now visible
  • Reporting: Added “Referral Created By” field to referral data sources
• Bug Fixes:
  • Fixed issue where events data source was not filtering by user’s assigned organizations
  • Fixed issue where the problem timeline was sometimes getting a network error
  • Fixed issue where referral healthcare organizations were not merging after confirmation
  • Fixed issue where legacy reports in 2.0 weren’t working
  • Fixed Issue where some notifications were sending duplicate notification emails

11/18/2024:

Web Release Notes

• Usability Enhancements:
  • Surveys: Clicking “View Details” of a completed survey now directs to the patient’s Surveys tab
• Bug Fixes:
  •  Fixed issue where provider users weren’t able to add entities other than the status update to the problem timeline
  • Fixed issue where some provider injury notifications were showing the incorrect logo

11/13/2024:

Web Release Notes

• Usability Enhancements:
• Added “Event Created By” to Scheduled Events and Exposures and Scheduled Events data sources
• Added "Patient Full Name" to all Data Sources
• Added patient filter for Events and Exposures Data Source
• Bug Fixes:
• Fixed issue where courses weren’t properly sorting
• Fixed issue where filter wasn’t working correctly when showing courses with <1 credit
•  Fixed issue where survey list was not filtering based on orgs and users
• Fixed issue where users would get an error when accepting invitation that included any archived patients
• Fixed issue where the Scheduled Events Data source was not showing all background question answers
• Fixed issue where users were sometimes unable to edit/delete text blocks on reports
• Fixed issue where apostrophe was rendering incorrectly in Healthcare Provider Name on Self-Scheduler
• Fixed issue where background question answers were not showing up on a report
• Fixed issue where “clear filters” wasn’t working when filtering problem list by “has incident report”
• Fixed text issue related to “delete invitation” confirmation box for provider admins (no functionality changes)

11/01/2024:

Web Release Notes

• New Features:
  • Introducing Continuing Education by Healthy Roster - your new go-to platform for CEUs, created for Athletic Trainers, by Athletic Trainers (Category A, BOC approved!). Use the mobile app for easy access to courses - anytime, anywhere.
• Usability Enhancements:
  • iOS app now supports Dynamic Type
  • Scheduled Events → Added date of birth and Unique ID to Edit Attendance screen
• Bug Fixes:
  • Accepting an org- or team-level invitation from the mobile app will no longer prompt users to create an athlete

October:

10/24/2024:

Web Release Notes

• New Feature:
• New and Updated Note Templates to help save time documenting!
• Detailed MSK SOAP (quick text: MSK)→ Incident Reports
• MSK SOAP Full with Fillable Fields (quick text: fillable) → Incident Reports
• Simple SOAP (quick text: +SOAP) → Incident Reports
• SOAP Outline (quick text: .SOAP) → All entities
• Charted Rehab (quick text: .chart) → Encounters
• Usability Enhancements:
• Improved bulk import messaging around some international country codes
• Bug Fixes:
• Fixed issue where users weren’t able to answer text-based background questions because of characters being added/removed as they typed
• Fixed issue on the problem timeline where the original problem status was being updated as statuses were being added

10/16/2024:

Web Release Notes

• Usability Enhancements:
  •   Encounters (Treatment) → Improved loading times
• Bug Fixes:
  •   Follow-Up (Referral) Admin → Fixed Paging for Facilities
  • Surveys--> Changed result wording from “High” to “Elevated”
  • Reports → Added “Event Description” column to the Events Data Source

10/09/2024:

Web Release Notes

• Usability Enhancements:
• Added a new ‘error’ page for users who have no active permissions
• Long text now wraps on forms
• Reporting:
• Improved loading times for Report Parameter: Teams Filter
• Bug Fixes:
• Surveys → Fixed issue where long form labels were preventing adding conditions to action plans
• Reporting → Fixed issue where long form fields were preventing users from editing reporting column headers or adding those fields to reports
• Forms → Fixed issue where some tooltips were cut off

September:

9/30/2024:

Web Release Notes

• Usability Enhancements:
• Improved Surveys functionality
• Improved missing document flow by making the context menu easier to use
•  Document Type Instructions now show up in more places
• Bug Fixes:
•  Document Type Downloadable Template now shows up when adding a new document for that document type

9/26/2024:

Web Release Notes

• New Features:
• We now integrate with IMPACT - please contact help@healthyroster.com if you’re interested in this integration
• Usability Enhancements:
• Made improvements around “network down” checks and notifications
• Bug Fixes:
• BMI - Injuries with Injury Side 'Midline' and 'Does Not Apply' Marked as Incomplete Data
• Fixed issue where an error was sometimes occurring when adding an emergency contact to a patient
• Fixed issue where long labels on forms were scrolling off of the screen
• Fixed issue related to the background question datasource in Reporting
• Fixed an issue where creating and then removing a new problem while adding a new entity would then prevent users from adding that problem back
• Improved printing reports to ensure menu isn’t included in the PDF
• Fixed issue where already answered background questions on a new entity creation weren’t persisting when adding a new problem
• Hotline: fixed issue where priority 3 callers were not receiving calls

9/20/2024:

Web Release Notes

• New Features:
• Survey Management is now available in Healthy Roster 2.0 for customers that use surveys
• Bug Fixes:
• Fixed an issue where removing a provider user didn’t remove patient care group If patient Is archived
• Fixed an issue related to locked user logins
• Fixed an issue in reporting where exporting a table with “groups only” was including the count instead of the selected aggregation
• Fixed an issue where re-inviting a previously deleted provider user would create an error
• Fixed issue where using a temp password and selecting “don’t prompt me for an access code” wasn’t letting users set a new password
• Archived athletes now show on reporting even if archived before the end date of report
• Fixed issue where filtering a report when column name contains hyphen wasn’t working

9/11/2024:

Web Release Notes

• Usability Enhancements:
•   Search feature for forms when on the Documents tab
• Bug Fixes:
• Fixed issue where special tests icon was missing from some note types
• Fixed issue where archived patients were not displayed in Problem Log Report
• Fixed issue where some fields on the admin self scheduling calendar general tab were reverting to default when navigating to the organization or document tabs
• Fixed issue where the patient search when adding an existing patient wasn’t showing >50 results
• Fixed issue where some birth dates weren’t showing up correctly on the Clinical Summary Report export

9/5/2024:

Mobile App Release Notes

Version: 6.9.0

Usability Enhancements:

• Added icons to resource library to show the type of resource
• Encounters list now auto-refreshes after adding, updating, or duplicating an encounter

Bug Fixes:

• Fixed issue where note templates were repopulating

9/4/2024:

Web Release Notes

• Usability Enhancements:
• Users can now click “Details” from the context menu of a long notification to read the entire message
• Bug Fixes:
• Fixed issue where all pending invitations were showing up from the Manage Users screen instead of just the relevant org/team invitations
• Fixed issue where deleted and draft records were showing up in Reports
• Fixed issue correcting how survey results were rendered
• Fixed issue related to scheduling availability on the hour

August:

8/28/2024:

Web Release Notes

• New Features:
• Exporting Report Templates: providers can now export a report they have made to create a template usable by other Healthy Roster users
• Healthy Roster users can also now “import” these templates from the “Add” report screen
• Usability Enhancements:
•  Made improvements around letting users know when their network connection is unstable or down
• Added form component helpers
• Event attendance list is now shown in alphabetical order
• Hotline data source now pulls live data instead of from the delayed reporting database
• Bug Fixes:
•  Reports: Fixed issue where organizations were showing up twice for provider admins who were also assigned to the organization when using the Provider Engagement by Organization data source
• Reports: Fixed issue where Pre-Participation Form Data report wasn’t working correctly
• Improved loading times and UI when adding patients to an organization from the patient’s profile for large providers
• Fixed issue related to setting a calendar time block outside of the calendar’s time settings
• Fixed issue where deleting a self-scheduling calendar would not remove access via URL
• Fixed network error related to creating a calendar with a URL already in use
• Fixed issue where document notifications weren't being generated for new users
• Fixed issue where scheduled event wasn’t displaying on calendar when the end time was the same as the calendar preferences
• Fixed issue where when a provider user was invited as a provider and an additional entity (patient, org, team) before they accept the invitation, the provider was unable to be removed

8/14/2024:

Web Release Notes

• Usability Enhancements:
• Added 15-minute countdown timer on self-scheduler
• Updated language around import upload queue
• Bug Fixes:
• Improved date of birth validation when adding a new patient
• Fixed issue related to correct permissions being granted between the web and app for primary users
• Fixed issue where the Form Components toolbar was not scrolling with the page

8/12/2024:

Mobile App Release Notes

Version 6.8

Usability Enhancements:

• Refactored pending encounter kiosk patient search
• Messaging contact options now match across groups/directories/contacts
• Made improvements around recovering from a failed save for incident reports and referrals

Bug Fixes:

• Fixed issue related to required background question validation

Other:

• Android app will now target Android 14 and higher

8/07/2024:

Web Release Notes

New Features:

• Manage Invitations - from your Organizations tab, you can now manage pending invitations for anyone within that organization

Usability Enhancements:

• Problem timeline now exports using user’s time zone instead of UTC
• Datalys - Return Date submission mapping updates
• When parent/guardian or patient is selected when inviting a user, “primary user” is auto-checked

Bug Fixes:

• Fixed issue where access code/security questions were sometimes getting stuck in a perpetual loop
• Fixed issue where signature request email was not rendering on mobile Safari
• Fixed issue where trying to load the messaging directory was causing a page crash
• Fixed issue where removing an attachment from a Referral wasn’t actually removing the attachment
• Fixed country code validation length for Portugal
• Fixed issue related to document summary report export incorrectly showing documents as completed

July:

7/25/2024:

Mobile App Release Notes

Version 6.7.0

Usability Enhancements:

• Improved messaging refresh, paging, and search
• Standardized background question answer date/time formatting
• Added better error handling
• Added internet connectivity messaging to alert users when their connection may not be working

Fixes:

• Fixed notification badge icon issues
• Fixed issues relating to document scanning uploads

Other:

• Waiting Room: added patient name to kiosk chat

7/24/2024:

Web Release Notes

New Features:

• Manage Invitations - from your Organizations tab, you can now manage pending invitations for anyone within that organization

Usability Enhancements:

• Providers can now toggle admin/primary status from manage care circles
• Added ability to archive chat groups created by user
• If patient or parent/guardian is selected when adding a user, the “primary user” box is autochecked

Bug Fixes:

• Surveys are now filtered out from Document lists
• Fixed admin provider users paging issue
• Fixed issue where deleted calendars were still showing up in provider user’s availability dropdown
• Fixed issue where users could not download clinical summary reports when patient had quotation marks in their name
• Fixed issue related to organization “All” filtering on encounter data source
• Fixed issue related to archived patients and background questions from the org the patient was archived from
• Fixed validation error related to conditional background questions
• Fixed Issue where primary users were having to accept sharing for themselves before being able to view via app
• Improvements for getting list of Provider Users- Admin tab & Schedule tab (calendar not populating)
• Fixed issue where duplicate permission was being created when user already had direct access to entity

7/10/2024:

Web Release Notes

• Introducing Reporting 2.0!
• Use templates to customize your data
• Create dashboards to show everything in one place
• And more!

Usability Enhancements:

• Added “Expiration Date” sorting option to Document Management list
• Admin provider users can now copy existing forms in the form builder to duplicate and manage
• Added “Created On/Last Login” fields to provider engagement by provider user data sources
• Added Clinical Summary data source

Bug Fixes:

• Fixed issue where pressing enter while trying to merge patients would close the merging screen
• Fixed issues related to incomplete registrations

7/08/2024:

Mobile App Release Notes

Version: 6.6.1

Usability Enhancements:

• Filter preferences are now stored between logins
• Note: If you deauthorize your device, the preferences will be cleared
• Added a “Go to Care Group Conversation” button to the patient details screen for providers to have easy access to that patient’s care circle message

Fixes:

• Users with incomplete registrations are now able to log in

June:

6/21/2024:

Web Release Notes

Bug Fixes:

• Fixed issue where Problem Timeline failed to load status update items

6/20/2024:

Web Release Notes

Usability Enhancements:

• Team Admins can now add patients that exist within an organization to a team even when the team admin doesn’t have org access
• Added “Title” to Admin Providers list
• Increased text area for rejected documents

Bug Fixes:

• Fixed issue where Events datasource wasn’t filtering by healthcare provider
• Fixed issue where provider was receiving SWAY integration email notifications when notifications are turned off - providers should make sure they have unchecked ‘receive problem email notifications’
• Sending an invitation now requires both first and last name which fixes a network error
• Fixed issue where form validation was preventing form from rendering
• Fixed issue related to loading document types that are assigned to >50 orgs
• Fixed issue where max length validation wasn’t showing for self-scheduling URL
• Fixed issue where provider resource tags weren’t working

Mobile App Release Notes

Version: 6.5.0

Usability Enhancements:

• Contact record is now created once a user has been messaged or video chatted
• Hid patient details and “contact athletic trainer” buttons from non-primary users
• Made improvements to speed up the process of approving pending encounters

Fixes:

• Fixed issue where patient list was getting cut off at the bottom
• Users should now be able to see “message” option when clicking on another user from directory menu
• Fixed issue where quick text wasn’t working for Notes
• Fixed capitalization for Courses notifications
• Fixed issue where scheduled encounters weren’t saving when no email was entered

6/11/2024:

Mobile App Release Notes

Version: 6.4.1

Usability Enhancements:

• Treatment Kiosk - Patients can now add encounters for multiple body parts in one session
• Waiting room now shows patient name on screen during active call
• Added “#” as a password character option

Bug Fixes:

• Fixed issue where “Password Reset” button was not working
• Fixed issue where when approving a pending encounter, the pop up success message wasn’t disappearing
• Fixed paging issue related to treatment kiosk mode
• After logging in after inactivity, the Log Out countdown pop up no longer shows up
• Message notification count is now updated correctly when message is received while on conversation page
• Fixed issue where creating an emergency contact with permissions wasn’t actually granting primary user access
• Fixed issue where user would be logged out after accepting an access code invitation
• Fixed issue where adding a reason for rejecting a document will work
• Fixed issue where users couldn’t add a new version to an expiring document
• Fixed issue where users were unable to edit permissions for newly added group members on existing groups
• Fixed issue where an error was occurring when opening incident reports with date related background questions
• Looked into issue around getting an error when scanning documents

Other:

• Fixed side margins related to Messaging - Contacts and Groups

May:

5/29/2024:

Web Release Notes

Usability Enhancements:

• Updated provider engagement data sources to allow non-provider admins to see their own metrics
• Changed wording for removing/archiving patient from org to be more clear - specifically, we added the patient’s name to the message so it’s clear that [Patient Name] is being removed/archived from [Org Name]
• Added document instruction visibility on a patient’s document screen
• Users can now upload more than one file at a time

Bug Fixes:

• Date of Birth no longer defaults to today’s date when adding a new patient
• Fixed issue where Organization level users were showing under “Direct Access” instead of “Inherited Access” on a patient’s users tab
• When adding a Document Type, Instructions/Description, you are now warned if you type over 500 characters
• Fixed issue where documents were unable to be completed on mobile web browsers or Firefox

5/28/2024:

Mobile App Release Notes

Version: 6.3.3

Bug Fixes:

• Fixing bug where user can still swipe to navigate back while the app is in guided access mode and pinned to a form

5/20/2024:

Mobile App Release Notes

New Feature:

• Added Guided Access Mode support to Documents
• Provider users can now enter guided access mode on a patient’s document and after the document has been completed, the screen will show the form is completed and to leave guided access mode in order to use the rest of the app again

Bug Fixes:

• Phone number is no longer showing as a required field on Patient Details screen)
• Fixed various Android notification issues
• Fixed navigation issue related to adding a new problem to a pending encounter
• Messages are now marked as viewed while on discussion screen (note that this does not yet address the notification count)
• Fixed issue where resources weren’t able to be viewed/added to timeline entities

Usability Enhancements:

• Improved logic around document permission dropdown
• Upon Document Creation:
• Documents with no document type will always allow selection of privacy level
• Documents with a document type will use default privacy level
• After creating the document, provider users can “Edit Document” to change privacy

Web Release Notes

Web Release NotesUsability Enhancements:

• Adding Referrals: Address fields are now visible when choosing a Facility
• Increased character limit for names of Referral Healthcare Orgs, Facilities, and Providers (500 characters max)
• Provider Admins can now toggle on/off Treatment Kiosk Mode from Admin → Healthcare Provider → Features
• Treatment Kiosk Mode is now defaulted to ON for all new accounts
• Notes: When inserting a fillable template, the bracketed placeholder text is now easier to replace
• Country code flags are US by default

5/6/2024:

Web Release Notes

New Feature:

• Providers can now sort by “Last Status Update” on the Active Problems page
• This will sort the patients by when the most recent status update was added
• This should be beneficial for customers who have been asking for a way to both quickly access both the problems they’ve most recently been working on and to see who hasn’t been updated in a long time
• Shout out to Shannon for implementing this feature!

Usability Enhancements:

• Added 60 and 90 days as options for self-scheduling appointment max
• Notes Editing: the pinned window setting on the notes editing control is now persistent, so whatever view you select will be what shows up in the future
• Updated scheduled encounter notification emails to differentiate between new scheduled encounters and updates to existing scheduled encounters

Bug Fixes:

•  Fixed issue where avatars on the admin provider list were showing the incorrect avatar
• Added back “Submitted On” date to Datalys submission log
• Fixed issue where deleting a problem status was not reverting to the previous status

5/6/2024:

Mobile App Release Notes

Version: 6.2.1

Release Notes:

• Fixed issue where uploading a document with an “other” document type would sometimes lead to a crash
• Fixed issue where encounter kiosk was duplicating pending encounters
• Fixed issue where some pending encounters were causing an error

Usability Enhancements:

• Improved survey result saving