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Main DocNow Release Version: 3.1.0

Greg Whelan
Updated

Introduction

This document provides an overview of new features and bug fixes for the Main web application built by DocNow. 

 

Version Details

Main DocNow Release Version: 3.0.0

Sprint: Main Patch 3.1

Live Release Date: 2/20/2025

 

New Features Overview

  1. Supervisory Signer
  2. Enhancement: Improved Handling of Free Text in Template Dropdowns
  3. Addition of date_obj string variable
  4. Admin Company Setting for Configuring Specialty Names
  5. UI Update: Close Button Repositioning in Dropdown Box
  6. New "General Note" Template Type
  7. Biller Access to Patient Tags
  8. MIPS Functionality
  9. Updated Functionality for "Previous ***" and "Next *" Buttons
  10. Optimization for Previous/Next Buttons Navigation
  11. Vertical Layout Option for Dropdown Lists
  12. Dot Phrases and Tags in Dropdown

New Feature Details

1) Supervisory Signer

Overview

Specialties have been introduced under the provider user type. This includes new settings to manage supervisory workflows.

Description

With this update, the Post-Doctoral Fellow specialty has been added alongside two other default specialties:

  • Non-Independently Licensed/Practicing Clinicians [LPC]
  • Post-Doctoral Fellow
  • Licensed Psychologists without HSP/HSPP

Key enhancements include:

Supervisory Signer Workflow:

  • A new setting allows Company Admins to enable/disable a supervisory signer workflow.
  • If enabled, Post-Doctoral Fellows follow a workflow similar to Medical Assistants.
  • If disabled, they follow the regular provider workflow (default setting).

Billing Permissions:

  • By default, billing is assigned to the supervising provider.
  • A new permission allows billing to be assigned directly to the Post-Doctoral Fellow.

Provider-to-Provider Association:

  • Post-Doctoral Fellows must be associated with a supervisor (Provider 2).
  • When creating a note, the supervisory provider appears in a Supervisory Signer dropdown.
  • If only one supervisor is assigned, the dropdown is pre-selected with their name.

Supervisor Review & Approval:

  • When a Post-Doctoral Fellow submits a note, the supervisor receives a notification for review.
  • Submitted notes appear in the Signature Request section of the Provider Dashboard.
  • The supervisor can review, edit, return, and modify the note before signing.

Electronic Submission & Signatures:

  • Upon submission and approval, the system records timestamps for submission and supervisor signatures.
  • Once signed, the note updates to PCC/Matrix, and an addendum can be created.

2) Enhancement: Improved Handling of Free Text in Template Dropdowns

Overview

Options within dropdowns that contain a free text (***) will no longer trigger warnings

Description:

Previously, CK Editor interpreted free text options (denoted by ***) in dropdowns as mandatory fields, preventing providers from saving or signing notes. This update includes:

  • Free text options in dropdown menus will no longer trigger warnings.
  • The warning text at the top of the screen will only display if truly required fields are incomplete.
  • Providers can save or sign a note without being blocked by incorrect warnings.

3) Addition of date_obj string variable

Overview

  • A new string-type variable, date_obj is introduced to store the date. This variable is created in the patient_rounding_sheet, transcription, and charges collections.

4) Admin Company Setting for Configuring Specialty Names

Overview

A new tab has been added to Company Settings, allowing admins to create, edit and delete specialties for their company.

Description:

  • A new screen displays all specialties for a company.
  • An "Add Specialty" button allows admins to enter a new specialty via a free-text prompt.
  • An Edit option enables modification of specialty name.
  • A Delete option allows specialties to be.

5) UI Update: Close Button Repositioning in Dropdown Box

Overview

The close button (✖️) in the dropdown box is moved to the top for better accessibility and a more intuitive user experience.

Description

  • The close button is currently at the bottom, making it less accessible.
  • It is repositioned to the top for improved usability.

6) New "General Note" Template Type

Overview

A new "General Note" template type has been introduced to ensure that notes with this template are excluded from being uploaded to PCC/Matrix.

Description

  • A new template type, "General Note," is now available for users when creating patient notes.
  • Notes marked with the General Note template type will not be uploaded to the PCC/Matrix system when signed.

7) Biller Access to Patient Tags

Overview

Billers now have the ability to view tags associated with patients.

Description

  • Tags associated with a patient's census, will be visible to billers.

8) MIPS Functionality

Overview

The following MIPS measures have been added:

  • 505, 502, 291, 47, 134, 282. 286 and 290

"Hide Incomplete" Option for Dropdowns

Overview

A new "Hide Incomplete" option has been added to dropdowns in templates, allowing providers to leave dropdown fields untouched without causing errors.

Description

  • A new checkbox, "Hide Incomplete," has been added to the Select Dropdown Properties window during template creation. Enabling this option impacts notes using that template.
  • When enabled, the dropdown with the "Hide Incomplete" setting will be ignored during the "WARNING: The *** or dropdowns must be filled..." check when signing the note.
  • When the note is signed, the dropdown and any associated text on that line will be removed from the note if the "Hide Incomplete" setting is enabled.

9) Updated Functionality for "Previous ***" and "Next *" Buttons

Overview

​​ The **"Previous *" and **"Next *" buttons in the notes editor have been updated to improve usability. These buttons will now be grayed out when no more *** placeholders are present in the note.

Description

  • The **"Previous *" and **"Next *" buttons will be grayed out when there are no more *** placeholders in the note.
  • These buttons will only be enabled and functional when *** placeholders are present.
  • Grayed-out buttons cannot be interacted with.

10) Optimization for Previous/Next Buttons Navigation

Overview

The Previous/Next buttons in the notes editor have been optimized to skip over completed fields and navigating to the next required field.

Description

  • Pressing the **Next *** button will navigate the cursor to the next incomplete required field (red or *** fields).
  • Pressing the **Previous *** button will navigate the cursor to the previous incomplete required field (red or *** fields).
  • Completed required fields (e.g., red fields that are now blue) will be skipped when using the Previous/Next buttons.

11) Vertical Layout Option for Dropdown Lists

Overview

A new "Vertical Layout" option has been added to dropdowns in templates, allowing providers to display lists of items in a vertical format instead of a single line.

Description

  • Admins can now enable the "Vertical Layout" option when creating lists of items within templates.
  • When "Vertical Layout" is selected, the resulting content will display as a vertical list, without bullet points.
  • By default, dropdowns will continue to display items in a single comma-separated line unless the "Vertical Layout" option is checked.
  • For free-text dropdown options (**), the items will display in the same line when "Vertical Layout" is disabled, and the cursor will highlight the free text option once selected.

12) Dot Phrases and Tags in Dropdown

Overview

Dot phrases and tags can now be selected from a dropdown menu. Once a dot phrase is selected, it will automatically resolve in the note.

Description

  • Dot phrases and tags are now available within a dropdown for easy selection.
  • When a dot phrase is chosen from the dropdown, it will resolve in the note.

 

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