Release Notes

CareSpan EMR – Release Notes


Version 2.39.11 [2024-2-27]

• Can download evaluation results as PDF: clinicians can walk through the questions and answers with the patients.
• Added CCM summary template to collect CCM summary during the encounter: this helps practices prepare documents needed for billing CCM.
• Can use evaluation as an alternative to acknowledge agreeing to disclaimer.
• Fixed billing reports to send to separate billing partners for claim processing.
• Fixed readiness check to ensure green/red check marks are showing correctly.
• Fixed disable quantity when cpt codes are added automatically by administered meds.


Version 2.38.5 [2024-2-7]

• Evaluation result as downloadable CSV – We can turn on the ability for presenter and/or clinician roles to download evaluations results for all your patients as CSV.
• Medical Problem Optimization – When viewing the medical problems on patients’ health record, the medical problems are now paginated.
• Custom Lifestyle Retreat Intake – Added a retreat intake to our evaluation inventory that is currently turned on for our lifestyle clinic.
• Fixed bug where cosigner for NOSHOW/NOCHARGE encounters wasn’t able to cosign.
• “View Orders” start time is now fixed to ensure all the orders will get returned. The start date can be changed manually to filter for order during a specific date range.


Version 2.37.2 [2024-1-17]

• White labeling customization – Allowing clinic to custom pick their background image.
• Billing – We can send out the same billing reports to different vendors.
• System tracking – Can capture user events regarding DPC/Subscription.


Version 2.36.6 [2024-1-3]

• The CareSpan system is now more modular, allowing it to call APIs for custom actions based on user interactions.
• Introduced the capability to track system events like “subscribed,” enabling the sending of customized notifications when necessary.
• Patient names in the Follow-Up Work List are now clickable. Clicking on a name will bring up the respective patient’s health record.
• Introduced “Add to Calendar” for our integrative medicine client.
• The label on the login page has been updated to read “Email/Username,” serving as a reminder that both emails and usernames can be used for logging in.
• The Consent Agreement button now reads “Sign” to align with the actual action of signing a consent.


Version 2.35.21 [2023-12-12]

• ​Added patient work list so the patients can be reminded evaluations/questionnaires that needs to be done before their upcoming appointment.
• Added visual cue so staff can easily spot if notes are made for a patient.
• Enhanced usability for whole person (lifestyle) visits.
• Added new follow-up intake.
• Added treatment consent.
• Customized payer class options to show “Subscription” instead of “DPC”.
• Fixed elab insurance checking to ensure the current insurance is used.
• Fixed sign consent to ensure a timestamp is shown.
• Fixed white label for evaluations/questions to ensure the right logo is used.
• Ensure “Take Payment” in transactions will only take a positive value.


Version 2.34.0 [2023-11-21]

• ​Ensure the email and text content can be customized per client.
• Can let lifestyle clinicians add self care regimen to their encounters documentation.
• Ensure we are B10 compliant.


Version 2.33.1 [2023-10-27]

• Add to platform framework to allow 3rd part clinician app to get connected to CareSpan​.
• A FHIR compliant 3rd party clinician app can now be launched from CareSpan through configuration.
• Show lifestyle evaluations in side by side view.
• Lifestyle evaluations (doshas) can now be opened in a side-by-side view with the exam documentation to help the clinicians with entering notes.
• Bug fix – ensure exam templates are attached to the exam summary PDF.


Version 2.31.98 [2023-10-18]

• Sending DoB and gender information from payer subscriber information to billing.
• Enhanced insurance verification now checks for the date of service first, falling back to the appointment time if no date of service is available.
• When clinicians finished an encounter with “Follow Up” entered, an automatic follow-up worklist item is added for all presenters.
• Presenter can now send evaluations to patient to help ensure patients can complete evaluations before the next visit.
• Patient can now access “Health Record” during an exam room.
• Patient can now take evaluations from the portal.
• Patient can also upload lab results to their health record to share with the clinicians.
• Added configurable features to collect/share lifestyle information.
• Added lifestyle evaluations, such as Dosha Questionnaires.
• Enabled the collection of lifestyle information directly within our exam documentation in the exam room.
• Fixed a worklist bug – typing and searching for a patient now works when filing PDF documents.
• Fixed a internal messaging bug – paginations is now working when there are more than 10 messages.


Version 2.25.6 [2023-05-09]

• ​Can now capture whether medication for administering is provided by the clinic or patient.
• Will now only bill an encounter billed to insurance if the eligibility status is active.
• Appointment reminders can now be made with text messages.
• Added explanation for how to remove a referring clinician for a patient.
• Removed the ability for patients to modify insurance authentication information.


Version 2.22.6 [2023-03-08]

• ​HCPCS Long description is now displayed when entering J-codes for medication billing. HCPCS Long description includes billing units, to support entering the correct units administered for billing purposes.
• Consultation tabs now include Dermatology and Pain Management.
• Alert for authorization if the insurance verification transaction indicates prior authorization is required.
• Place of Service (POS) designation can be selected when scheduling. For locations where multiple POS designations are possible (Urgent Care vs Primary Care), POS can now be selected.


Version 2.20.86 [2023-02-15]

• ​Users can now type in any whole number as units when billing (previously it was a pulldown).
• Users can now type in free text when specifying medication as self-reported.


Version 2.4.5 [2022-12-07]

• ​Users can now order RPM devices from “Other Orders” in the Order Form.
• When paid with prompt pay, only ICDs can still be modified if still unbilled.
• In the Check in/out, we’ve removed “Previous Balance” so it can only be paid from take payment.
• Added warning pop-up if an encounter is chosen to be deleted if a payment has been collected or billed.
• Added clarification to Billing Status to differentiate between “Paid in Full” and “Billed”.
• Date of Service in an encounter will now default to start date of the appointment.


Version 2.4.4 [2022-11-08]

• ​Label added to refunds that will indicate an estimate as to how many business days it will take to complete.
• Added widget with a warning icon to show billing readiness for unbilled encounters.
• For some sections there is now a help/information icon showing a question mark. When clicked it will provide usage information.


Version 2.2.19 [2022-10-11]

• ​CCDA can be manually exported.
• Features were added to help clarify actions when “updating” or “adding new” insurance.
• When checking out patients, checkout features are pre-populated with selections made at Check-in.


Version 2.2.1 [2022-09-14]

• Added collection of referring provider for a patient from within the exam room.
• Redesign of patient pay option to allow easier pulldown selection.
• Added link to release notes in portal footer.
• Updated the “take payment” receipt.

Bug Fixes:
• In E-Labs, fixed the showing of duplicate insurers.
• Fixed bug that would occasionally prevent inputting amount for prompt pay.


Version 2.1.40 [2022-08-16]

• Billing can now ingest Master AR transactions.
• Billing transactions will now properly refund amounts so that it will be allowed to be sent out again.
• Billing transactions can handle multi-clinic payments, so patient balances for multiple clinics can be viewed as under the same umbrella.
• CCDA exporting and processing has been enhanced.
• RPM updated to handle ingesting of Prevounce data.

Bug Fixes:
• Added “close” button to Dashboard -> DoseSpot Notification


Version 2.0.3168 [2022-08-03]

• Billing reporting allows submitting of updated billing codes.
• Billing reporting now ensures billing provider is showing in report.
• Patient Info → Insurance – now allows ability to look up old insurance.
• Admin → Clinic Stats – now produces top CPT codes used per client.
• Insurance Verification will now show errors without having to scroll to the bottom.
• Admin → Encounter now allows ability to filter out test clinicians.
• Admin → Billable Readiness Status will now be tracked for accountability.
• Check in/out now will separate out primary insurance from past insurance with color coding.
• Check in/out now has drop downs for Secondary/Tertiary selections.
• Allergy function now has a “no known allergies” option.
• Healthrecord → Measurements will now show Date of Service if applicable.

Bug Fixes:
• Fixed Medical Problems – to ensure problems are showing correctly after “unsigning”.
• Fixed Encounter → Billing Codes – to ensure ICDs after signing.
• Fixed Administered Meds → NDC – now is a required field.


Version 2.0.3084 [2012-07-20]

• Private Payer update now allows clinics to add private payer. During patient check out, you can click “Edit” → “Add Private Payer”. Note that when saved, you will be taken back to the dashboard but the user stays in the checkout.
• If a patient does not have insurance, the amount is now un-editable. Check in/out → No Insurance will no longer allow the amount to be editted.
• Multiple insurance validation allowed. When verifying insurance from the dashboard, you can verify all insurances. You can click on the warning triangle to see the insurance statuses.
• New interface for Transactions/Balances. When clicking Transactions, the new interface has a better layout, and if the clinic has DPC there is a tab for that. Note that you can switch to the old layout if you wish.

Bug Fixes:
• Fixed Admin → Unsign encounter – to allow processing of more bills.
• Fixed Admin → Encounter billing status readiness – to allow processing of more bills.
• Fixed Patient → Insurance save function – now updates correctly.
• Improved Report → Private Payer – faster reporting.
• Fixed timeout when switching between clinics and performing elabs – now the selected clinic will use the correct elab account immediately.