What's New In NPAWorks Pearl

Released November 2017

Administrators

Easily enter Credential Effective Dates within a Funding Source record.

Clinicians

Quickly enter recurred appointments in NPAGo.
  • Our NPAWorks appointment recurrence feature is now available in NPAGo.
Effortlessly view Client Schedules in NPAGo.
  • Users can now access Client Schedules in NPAGo in order to easily view or create Client appointments.

ADDITIONAL FEATURES & FIXES

NPAWorks
Enhancements
  • Pearl From a staff’s schedule, disabled changing a service to another client when the appointment is rendered with a signature.
  • Pearl Users now have the ability to select or edit their preferred time zone setting for NPAWorks within the User Settings window.
  • Pearl The Contract Fulfillment Snapshot is now available in the Scheduling Matrix. It allows the user to view a client’s authorization fulfillment for the selected service appointment.
  • Pearl The Payroll Snapshot is now available in NPAWorks. On the staff member’s schedule it will display payroll information including scheduled payroll hours, completed hours and overtime hours for the week displayed.
  • Pearl Added a warning message for when the user refreshes a schedule with unsaved changes.
  • Pearl New and elegant design of the NPAWorks Run Page.
  • Pearl View scheduled Availability of Staff and Clients on the Scheduling Matrix.
  • Pearl A validation warning message will be displayed in NPAWorks when an appointment is scheduled that exceeds the staff’s desired hours per week.
  • Pearl Users can now hover over an appointment in the Scheduling Matrix to view appointment details without having to validate appointments.
  • Pearl New Service Categories on the redesigned Service window will allow NPAWorks to generate more nuanced data in future releases.
  • Pearl Added ability to “Include Indirect Appointments” on the Daily Service Log, Parental Verification of Service (PVR), ATAP SVF, and LA Care reports. Additionally, the Daily Service Log, Parental Verification of Service, and LA Care reports will now also show “Direct” or “Indirect” if the appointment has a Direct or Indirect status.
  • Pearl The RBT tab now has Search capabilities, a Help message, and filtering options to show or hide different appointment types.
  • Pearl The recur appointment feature now has simplified option descriptions, along with displaying the number of appointment occurrences.
  • Pearl Updated the error message when out-of-date version of NPAWorks is detected to give better instructions on how to get the new version. ‘A new version of NPAWorks needs to be downloaded. Please copy and paste URL in a new Internet Explorer browser window and click Run NPAWorks to start the download and open NPAWorks. Please note NPAWorks can only be accessed from Internet Explorer.
  • Pearl A follow-on enhancement to the RBT interim fix – If a staff member has both needs and provides supervision checked on the Staff General tab that staff member’s overlapping appointments will not be displayed to any staff who provides supervision as this staff member no longer needs supervision.
  • Pearl When a partial week is selected in the NPAWorks schedule the Payroll Snapshot now reflects numbers for the full work week.  It is no longer necessary to select the full 7 days of the work week to get accurate desired, scheduled and overtime hours.  If more than one week is selected, the Payroll snapshot reflects the total of the full work weeks for the date range selected.
  • Pearl V3 Scheduling Genie will only display client selected attributes in the results list.
  • Pearl V3 Created additional filtering options on the RBT tab in NPAWorks and NPAGo to show or hide different appointment types.
  • Pearl V3 Users will now have the ability to see all staff members or clients on the Scheduling Matrix regardless if they have scheduled appointments during the set time frame.
  • Pearl V3 Per LA Care requirement, modifiers are appended to the service code on the LA Care PVF.
  • Pearl V3 In conjunction with previous release, with this enhancement, existing appointment subject lines are automatically updated to show the bundled service.
  • Pearl V3 H1 Implemented optimization to improve performance when opening a client schedule.
  • Pearl V3 H1 Fixed UE error message that was being displayed on the client record when Bundled T-Codes are enabled. The error message has been removed and appointments will be converted to display the bundled service on the appointment and on the subject line.
Fixes
  • Pearl Fixed the RBT Service Hours calculations in all RBT Reports by no longer double-counting RBT overlapping appointments.
  • Pearl V2 H3 Fixed issue where PVF were generated with blank pages and incorrect page numbers.
  • Pearl V2 H1 Corrected issue that was preventing a service name from being updated due to the system validating the name with itself.
  • Pearl V2 H3 Fixed back-end PVF formatting issue that caused blank pages to be inserted and incorrect page numbering.
  • Pearl V2 H4 Fixed issue with RBT Audit Log to display each appointment individually instead of grouping them together if they occurred on the same day.
  • Pearl V2 H4 Removed invalid bundled T-Code error message from being displayed on the funding source when the parent T-Code code remains as an individual service.
  • Pearl V2 H4 Fixed invalid warning message on staff records when all credential requirements are met.
  • Pearl V2 H4 Fixed issue to allow users with the appropriate security roles to be able to render appointments where the funding source requires signatures.
  • Pearl V3 Fixed invalid warning message when deleting an availability.
  • Pearl V3 Allow for periods and other special characters on the Save As screen of NPAForms.
  • Pearl V3 A warning message will be displayed if an availability recurrence exceeds the maximum limit of 365 recurrences.
  • Pearl V3 Copy Contract feature will retain Skills integration values for client services being copied to a new contract.
  • Pearl V3 Corrected invalid UE error from occurring when a special character is entered when searching for a client in the Service Action tab of a staff appointment.
  • Pearl V3 Fixed UE error message from being displayed when attempting to open a client or staff schedule.
  • Pearl V3 Warning message will now display on the Insurance Billing tab of the appointment when the Direct/Indirect status is set at ‘Set at Appointment.
  • Pearl V3 Corrected the Scheduling Matrix to display only staff and/or clients in a specific region if the Region filter is used.
  • Pearl V3 Fixed RDRT performance issue when appointment errors are detected.
  • Pearl V3 H1 Corrected issue to no longer have the Appointment Legend displayed when a staff or client schedule is opened.
  • Pearl V3 H1 Fixed UE error message that was being displayed at the funding source level when Bundled T-Codes are enabled. The error message has been removed and appointments will be converted to display the bundled service on the appointment and on the subject line.
NPAGo
Enhancements
  • Pearl Users now have the ability to select or edit their preferred time zone setting for NPAGo within the User Settings window.
  • Pearl The RBT tab now has Search capabilities and Help message in NPAGo.
  • Pearl The Contract Fulfillment Snapshot is now available in the Scheduling Matrix. It allows the user to view a client’s authorization fulfillment for the selected service appointment.
  • Pearl View scheduled Availability of Staff and Clients on the Scheduling Matrix.
  • Pearl From a staff’s schedule, disabled changing a service to another client when the appointment is rendered with a signature.
  • Pearl Users can now use an Agency dropdown in NPAForms to easily filter for Clients, Staff, and Funding Sources.
  • Pearl With the introduction of Client Schedules in NPAGo, the Staff list and Client list have an updated design layout.
  • Pearl New and elegant design of the NPAGo Run Page.
  • Pearl The RBT tab now has Search capabilities, a Help message, and filtering options to show or hide different appointment types.
  • Pearl Users now have the ability to recur appointments in NPAGo with simplified option descriptions, along with displaying the number of appointment occurrences.
  • Pearl V2 When a partial week is selected in the Scheduling Matrix the Payroll Snapshot now reflects numbers for the full work week.  It is no longer necessary to select the full 7 days of the work week to get accurate desired, scheduled and overtime hours.
  • Pearl V3 NPAGo will now display a message stating which browser the user has downloaded appointments on.
  • Pearl V3 Users will now have the ability to see all staff members or clients on the Scheduling Matrix regardless if they have scheduled appointments during the set time frame.
Fixes
  • Pearl V2 H1 Fixed Activity Notes issue to ensure the field remains open when the expand button is clicked on.
  • Pearl V2 H1 Corrected issue to allow signatures to be captured on locked schedules given the user’s security permission.
  • Pearl V2 H1 Associated with the previous fix, corrected problem with the guardian signature button.
  • Pearl V2 H1 Removed invalid future appointment error messages from being displayed on the current appointment.
  • Pearl V2 H3 Removed invalid messages on appointments stating notes were required.
  • Pearl V2 H3 Issue with NPAGo validation “Failed to enable constraints” is now resolved.
  • Pearl V2 H4 Corrected staff schedules to display the staff member’s department instead of date of birth.
  • Pearl V2 H4 Fixed invalid UE from being displayed when the user’s access role does not have permission to view the Service Actions tab on appointments.
  • Pearl V2 H4 Fixed issue that prevented the user from gathering a signature due to the Guardian Verification displaying “Verification” only on the button.
  • Pearl V2 H4 Fixed issue to display the entire appointment note field.
  • Pearl V2 H4 Corrected scrolling display issue for IOS users when navigating in an appointment.
  • Pearl V2 H4 Corrected warning messages from being displayed on the current appointment when they are for other individual appointments and/or for other appointments within the recurrence series.
  • Pearl V3 Corrected issue where Emoji’s were replacing button icons.
  • Pearl V3 Users will no longer need to scroll the screen to start typing in the notes field of an appointment in NPAGo.
  • Pearl V3 Fixed client name formatting issue that prevented a client name from being displayed in the search field when adding a service in an NPAGo appointment.
  • Pearl V3 Corrected the Scheduling Matrix to display only staff and/or clients in a specific region if the Region filter is used.
  • Pearl V3 Corrected header of Client or Staff schedules in NPAGo when navigating back and forth.
  • Pearl V3 Removed NPAGo validation warnings on recurred appointments when the user did not make changes to the appointment.
  • Pearl V3 Fixed NPAGo issue to allow users to open an appointment when they have access to View Only on locked appointments.
  • Pearl V3 H1 Corrected issue when screen is in landscape mode to allow the user to access the save button on signature fields.

FOR MORE INFORMATION OR TRAINING ON NPAWORKS PEARL'S NEW FEATURES, PLEASE CONTACT YOUR ACCOUNT MANAGER OR SIMPLY CALL US AT (877) 796-9883 OR EMAIL US AT SUPPORT@CODEMETRO.COM

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