Notch Mountain Release Notes

These items were deployed to production the morning of Tuesday, August 4th, 2020.

Provider Directory

PM2-4311 The Provider Profile > Credential dropdown and Provider Directory > Provider Credentials filter have been updated to include the following designations:
MD | PA | DNP | NP | NM | DO | DMD | DDS | DPM | PharmD | PhD

PM2-5889 BUG FIX In the Provider Directory, the Filter Table widget failed to filter by email address.
This has been fixed; the Filter Table widget will behave as expected.

Reporting

PM2-5945 BUG FIX In the add scheduled report modal, the date picker for Ends > On would fail to respond.
This has been fixed; the date picker will work as expected.

PM2-5943 BUG FIX In the Providers tab, Specialty was missing from the Manage Columns widget.
This has been fixed; Specialty will be available in the Manage Columns widget.

Workflows

PM2-5958 Contract Location nodes lower than Organization will be required when initiating a workflow.

• This will prevent users from creating contracts without Locations, which will in turn make it easier to manage and report on contracts.

• After selecting the Organization-level node as the Contract Location on the Initiate New Workflow screen, if you click No in the add locations modal, the Organization information will be cleared from the Contract Location field, forcing you to either choose specific locations under the Organization-level node OR to click Yes in the Add Locations modal.

• After selecting the Organization-level node as the Contract Location on the Initiate New Workflow screen, if the user clicks Yes in the add locations modal, then the Organization and all the Departments, Entities, and Sites beneath it will be added to the Contract Location field.

• This behavior applies to both new and existing workflows.

PM2-6089 For documents and attachments, the document or attachment name (given by the user) will be displayed above the assigned category.
This will make it easier for users to see the information that is most important to them.

New Feature

PM2-3410 Option for Reviewers and Approvers to Decline
Reviewers and Approvers can decline to submit a review or approval.

PM2-5488 When a participant declines, the Phase Owner will automatically be sequenced into the workflow to review the decline.

PM2-5489 When a participant declines, the following information will be recorded in the Workflow History:

• Action (Review declined or Approval declined)

• Date/timestamp

• First name and last name of participant

• Reason entered for decline

PM2-5490 Iconography has been updated to differentiate between participants who declined review or approval and participants who were skipped by the Phase Owner.

• denotes that the participant declined to review or approve.

• 🚫 denotes that the participant’s turn was skipped.

PM2-5487 When a participant declines to submit a review or approval, the Phase Owner will be notified.

In-app (bell) notification:

The [Phase Name] Phase of Workflow [Workflow Name], of which you are the Phase Owner, requires your attention. On [date of decline], [First and Last Name of user who declined] declined to submit [a Review OR an Approval] for the following reason: [Reason for decline]

Email subject:

Phase Owner: Participant declined action in Workflow [[Workflow Name]]

Email body: 

Dear [Recipient First Name],

The [Phase Name] Phase of Workflow [Workflow Name], of which you are the Phase Owner, requires your attention. On [date of decline], [First and Last Name of user who declined] declined to submit [a Review OR an Approval] for the following reason:

[Reason for decline]

Thank you for your prompt attention to this matter.

Reviewer or Approver Steps

• PM2-5485 Click the Decline Review (or Decline Approval) button, which will appear to the left of the Submit Review (or Submit Approval) button.

This function is only available when the user is the active sequenced participant. It does not apply to Signatories.

• PM2-5486 In the decline modal, enter the reason you are declining.

  • Your reason will be recorded in the Workflow History, as well as in the in-app (bell) and email notifications sent to the Phase Owner

• Click Decline.

If the user is declining because they’re about to be out of the office, encourage them to set up a proxy in Account Settings > Time Away Settings.

Phase Owner Steps

• Navigate to the workflow.

PM2-5534 Below the phase action buttons, you’ll see the following message: Most recent participant has declined to review/approve. Please review Workflow History for reason and proceed accordingly.

• In the Workflow History, review the participant’s reason for declining.

• Make any necessary adjustments to the participant sequence.

• PM2-6026 Click the Submit Review button, which will appear in place of the Complete Phase button.

If applicable, the phase will be routed to the next sequenced participant. If there are no more participants, you can simply complete the phase.

New Feature

PM2-3409 Future Phase Owner Management

This will facilitate better workload management.

The current Phase Owner (as well as any Admin) can still change the Phase Owner in the current phase of an active workflow

PM2-5685 When an Admin changes the Phase Owner of one or more phases, the event will be recorded in the Workflow History accordion.

The record will follow this format:

Phase Owner Updated
by <user first and last name> <date/time>

Phase Owner of <phase name> Phase was updated from <previous Phase Owner first and last name> to <new phase owner first and last name>

Phase Owner of <phase name> Phase was updated from <previous Phase Owner first and last name> to <new phase owner first and last name>

PM2-5682 Steps to Edit Phase Owner

• Click the blue-circle-plus to the right of the Phase Owner’s name.

  • PM2-5937 If there is no Phase Owner assigned to the current phase, click Set Phase Owner.

• PM2-5805, PM2-5850 In the Edit Phase Owners modal, select the desired Phase Owner or Phase Owner Group for each phase.

  • The currently assigned Phase Owner is displayed for each phase.

  • Only users with the role of Phase Owner and user groups containing at least one Phase Owner will populate the Phase Owner dropdowns.

You cannot edit the Phase Owner for a completed phase.

• When finished, click Save.

  • To close the modal and discard your changes, click Cancel.

Contracts

PM2-6081 DEFECT FIX The Edit Fields functionality was available while an abstraction workflow was in progress.
This has been fixed; the Edit Fields functionality will be unavailable on a contract with a workflow in progress.

Admin

PM2-6011 DEFECT FIX Deleting an Add Role to Phase trigger from a form template caused an error to occur when attempting to edit the form phase of an associated workflow template.

• Reopening the form template and adding the trigger again allowed the user to edit the form phase within the associated workflow template, but the values were erroneously removed from other triggers within the form phase.

• This has been fixed; triggers now behave as expected.

New Feature

Custom Field Management

This functionality empowers MediTract staff as well as customer Admins to manage custom fields within individual organizations.

PM2-3295, PM2-4546 Admins will be able to manage custom fields in a tab under Organization Management.

PM2-3296, PM2-4074, PM2-4747 Custom fields will be displayed in a standard table, with the Filter Table, Manage Columns, and Export widgets.

PM2-5443, PM2-4738 The following columns will be displayed by default:

• Field

• Data Type

• Input Type

• Status

• Created Date

• Created By

The following columns will be available using the Manage Columns widget:

• Last Modified

• Last Modified By

• Tooltip

PM2-4318 By default, the custom fields table will only show active fields. To see inactive fields, click the Include Inactive Fields toggle above the table.

PM2-5318 Time Entry fields will be excluded from the custom fields table. The following fields, which are TERMS system fields, will not be displayed:
Time Entry: Activity | Time Entry: Date | Time Entry: Description | Time Entry: Quantity

PM2-5031 System fields will be excluded from custom field management.

• System fields will be excluded from the custom fields table.

• If a user attempts to create a custom field with the same name as a system field, they’ll see the following message:
  This field already exists as a system field. Please enter a different name.

PM2-3297 To create a custom field:

• Navigate to Admin > Organization Management > Custom Fields.

• Click Add New Field. 

• Enter the display name of the Field.

PM2-5557 Field names must be unique. You can see a list of system fields here.

• OPTIONAL: Enter a tooltip, which will appear when a user hovers over the info icon next to the field name.

• PM2-4220, PM2-5438, PM2-5051 Select the Data Type.

  • Attachment

  • Date

  • Decimal

  • Check the box to display up to five decimal places, then use the stepper to specify how many decimal places you want to display.

  • Check the box to display dollar signs.

  • Check the box to display thousands separators.

  • Integer

    • Check the box to display dollar signs.

    • Check the box to display thousands separators.

  • Text

The Input Type determines how a user will enter or select a value in the field.

• PM2-4088, PM2-4145, PM2-4214, PM2-5481 Select the Input Type:
  Dropdown | Picklist | Radio Button | Text Field (single line of text) | Text Area (multiple lines of text)

  • If you select Attachment as the Data Type, then the Input Type will auto-populate with Attachment and display as read-only.

  • If you select Date as the Data Type, then the Input Type will auto-populate with Date Picker and display as read-only.

  • If you select Dropdown, Picklist, or Radio Button, then you must add at least one Option.

  • To add an option, enter the desired text in the Add Option field, then click the blue-circle-plus.

    • To remove an option, click the trash can.

    • PM2-4503 To reorder an option, click the three-bars icon and drag it to where you want it.

  • Toggle the field status to Active.

You cannot toggle the status to Active until all required fields have been populated.
The field will not be available for use in form templates unless it is toggled to Active status. The default status is Inactive.

• When finished, click Save.
  PM2-5152 You’ll see a a message stating that the field was successfully saved.

You cannot save the field until all required fields have been populated.

• To discard your changes, click Cancel.

To delete a custom field:

PM2-5467 You cannot delete a field that exists on an active workflow or contract in the contract library. Attempting to do so will return an error. However, you can toggle its status to Inactive.

• Navigate to Admin > Organization Management > Custom Fields.

• Click on the field you want to delete.

• In the custom field modal, click Delete.

• PM2-5081 OPTIONAL: Check the box to receive an email listing the form templates and form sections that contain the custom field.

• In the delete confirmation, click Delete Custom Field.

  • To exit without deleting the field, click Cancel.

PM2-4486 To deactivate a custom field:

• Navigate to Admin > Organization Management > Custom Fields.

• Click on the field you want to deactivate.

• In the custom field modal, click the Active toggle.

• It will change to Inactive.

Deactivating the field will not remove it from any form templates. Changes to form templates must be made manually.

Deactivating the field will affect all workflow templates, forms in active workflows, and contracts associated with the field.

Deactivating the field may affect triggers associated with the field.

• PM2-4600, PM2-5107 OPTIONAL: Check the box to receive an email listing the form templates and form sections that contain the custom field.

• OPTIONAL: Check the box to receive an email listing the forms that contain the custom field.

• Click Save.

  • To exit without deactivating the field, click Cancel.

PM2-5441 To edit a custom field:

• Navigate to Admin > Organization Management > Custom Fields.

• Click on the field you want to edit.

• PM2-5571 In the custom field modal, edit as needed.

  • The Data Type cannot be edited.

  • If the Data Type is Attachment, Date, or Picklist, then you cannot edit the Input Type.

  • If the Input Type is Dropdown, then you can change it to Picklist or Radio Button. Options will be retained.

If the Input Type is Radio Button, then you can change it to Dropdown or Picklist. Options will be retained.

If the Input Type is Text Area, then you can change it to Text Field.

• If the Input Type is Text Field, then you can change it to Text Area.

Editing the field may affect triggers associated with the field.

• PM2-5095, PM2-5107 OPTIONAL: Check the box to receive an email listing the form templates and form sections that contain the custom field.

• PM2-5055 OPTIONAL: Check the box to receive an email listing the forms that contain the custom field.

• When finished, click Save.
  PM2-5152 You’ll see a a message stating that the field was successfully saved.

  • To discard your changes, click Cancel.

PM2-5145 To see the change history of a custom field:

• Navigate to Admin > Organization Management > Custom Fields.

• Click on the field.

• In the custom field modal, click View Change History.

  • Changes to the following attributes are captured in the change history:
    Field Name | Tooltip | Number Formatting | Input Type | Multi-select Options

  • The following information is displayed for each of the changes listed above:

    • First and last name of user who edited the field

    • Date the user edited the field

    • Change that was made:

    • Field Name changed from <name 1> to <name 2>.

    • Number Formatting added < or removed> <formatting options>.

    • Input Type changed from <data type 1> to <data type 2>.

    • Multi-select Options added < or removed or modified> <options>.

• To hide the change history, click Hide Change History.

TERMS

PM2-5886 Under Reporting > TERMS > Timesheets and Timesheet Configs, the Description field is now available.

• Description can be selected in the Filter Table widget.

• The user can select one or more values to filter.

• Description is available in the Manage Columns widget.

PM2-6080 In the timesheet header, the field name font is smaller, lighter, and italicized. The field value font is larger and heavier, adding visual emphasis.

PM2-5784 BUG FIX If the add new timesheet activity modal was opened from the add new timesheets form, then the Unit Type dropdown would fail to populate.
This has been fixed; the Unit Type dropdown will populate as expected.

PM2-5949 BUG FIX When the timesheet reporter applied a Pay Code filter the time entry table, the filter would fail.
This has been fixed; the Pay Code filter will work as expected.

PM2-6067 BUG FIX In the Provider: Certification Deadline Approaching email notification, the Admin’s name was missing from the sentence, “Please direct any questions or concerns to <name of Admin who generated timesheet>.”
This has been fixed; the Admin’s name will display as expected.

PM2-5628 Under Reporting > TERMS > Timesheets, the Total Compensation field is now available to users with a role of Admin.

• Total Compensation Range can be selected in the Filter Table widget.

• The Admin can filter the results based on comparison operators ( =, <, >, <=, >= ).

• Total Compensation is available in the Manage Columns widget.