RELEASE
NOTES - SOS Office Manager, Case Manager, Appointment
Scheduler
Release 2010.xx through
2013.xx
Last
Revised: 10/03/2013
This list contains the changes made in Release 2013 and 2010.
For changes and fixes in releases 2007 - 2009, see README2009.HTML
For changes and fixes in release 2004 - 2005, see README2005.HTML
For changes and fixes in releases prior to 2004.01, see HISTORY.TXT in your SOS folder.
Other documentation
that can be found in the SOS folder:
If upgrading
from a release prior to 2007, please review Release
2007 Upgrade Notes for details about the changes in the User
Interface.
Administrator Guide: SOSADMIN.PDF
Technical Manual: SOSTECH.PDF
User Guides:
OMWIN.PDF, CMWIN.PDF, SCHED.PDF
============================================================
2013.02:
Changes, Additions, and Fixes Since Final Release 2009.01
============================================================
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-----------------------ALL
PRODUCTS ----------------------
---- (see other sections below for
product-specific changes)
----
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10/03/2013 (SOS 2013.02)
08/16/2013
03/19/2013
01/31/2013
12/13/2012
FIX: (OM, CM) When choosing to add a file as an attachment in either OM or CM using the “Add and Delete” option, a confusing error appeared if the system did not have a program specified to handle that type of file. An example would be attaching a PDF file to a patient in SOS on a computer where there was no default program set up to use when opening PDF files.
------ Release 2010------
06/28/2012
NEW: Added revision history (audit trail) for most reports. It is now possible to query when these reports were run, by whom, and what selection criteria were input.
02/23/2012
CHANGE: Removed confusing version information on the Help > About window in OM, CM, and Scheduler. Also added the build number to the Release information on the status bar at the bottom of the main screen in all three modules.
FIX: Attachments in OM and CM could not be viewed if the path\filename contained a backslash followed by a lower-case "n". (\n was interpreted as a newline character). All filenames are now converted to uppercase to avoid this problem.
11/30/2011
FIX: Automatic assignment of patient IDs was not working if one or more existing patients had non-numeric IDs.
FIX: Database rebuild in Admin > DBA Utilities did not work in Windows 64.
FIX: When attempting to set security permissions for for entire windows, there would be an error 33, preventing configuration.
FIX: The admin module was changed so that you cannot change anything on the first two tabs of the user configuration of the user you used when logging in. In other words, it now works as it had in previous releases.
NEW: Added menu item in DBTools allowing inspection of missing or extra database objects (triggers, tables, views, etc.) while users are in the system.
12/31/2010
FIX: In certain scenarios the database rebuild utility in Admin > DBA Utilities did not run.
FIX: Autonumbering of ID's now works even if there is a mix of numeric and non-numeric ID's already in the system.
12/03/2010
CHANGE: Both network and standalone versions of SOS now run the database with the DBSRV11 engine rather than using DBENG11 for standalone and DBSRV11 for network. This change should simplify installation, documentation, and upgrades. In addition it will eliminate certain errors that can appear from time to time in standalone implementations that are legitimately running several of the SOS modules and reports simultaneously. Starting with this release, the startup command is now in the form C:\SOS\SA\BIN32\DBSRV11.EXE @C:\SOS\SERVER.PRM C:\SOS\DATA\SOSDATA.DB. For standalone installations the SERVER.PRM file must contain the parameter -x none rather than -x tcpip (which is the default if no -x is present).
NEW: Added option in Admin > DBA Utilities to set query execution back to the way it was done in the previous version of SQL Anywhere. The "improved" technique used in SQL Anywhere 11 (standard in SOS 2010) has proven to be much slower for some customers. New installations of SOS 2010 will default this setting to the old technique. Users who want to experiment can do so using this option.
09/20/2010
FIX: The optional User Activity Logging feature was not recording or reporting the patient being accessed for many screens in the system.
07/28/2010
CHANGE: The big change in release 2010 is the replacement of the older generation Sybase SQL Anywhere database engine (version 9) with the much-enhanced version 11. The new database engine should result in better performance and even more reliable service.
NEW: Along with rolling out the new Sybase version, we are also including 64 bit versions of the database engine for those with multi-gigabyte databases running on 64 bit servers. The primary benefit of using the 64 bit engine as opposed to the standard 32 bit engine is that it is much easier to configure a database cache larger than the 32 bit maximum of 1.8 GB. The steps required to switch to the 64 bit engine are available in a paper in the SOS web site document library. (If the combined size of the DB files in your DATA folder are less than 2 GB, you might not see any benefit from switching to the 64 bit engine. Just be sure to adjust your startup parameters in SERVER.PRM to provide the appropriate amount of cache based on your database size and system resources. See this document library paper.
CHANGE: Selecting Help > Online Resouces > Remote Support had previously immediately started the download of the customer-side connection software. An information and confirmation window has been added before the download step.
NEW: Enhanced the scanner interface to allow setting options for document height/width, business card size, and duplex (two-sided) scanning when using the TWAIN interface. There is also an option to set whether to use TWAIN or the more limited WIA interface to communicate with your scanner.
FIX: Admin > DBAUtilities had lost the option to terminate a user connection from the Watch Database tool. This function has been restored. In addition, the list of connections in this tool in both DBAUtilities and DBTools did not display the correct data in the correct columns, but now does.
-----------------------------------------------
-----------OFFICE
MANAGER
------------
-----------------------------------------------
10/03/2013 (SOS 2013.02)
08/16/2013
03/19/2013
01/31/2013
12/13/2012
FIX: When there were several back-and-forth transfers on a charge, the More Splits feature did not work correctly.
------ Release 2010------
06/28/2012
FIX: InstantClaim still had legacy TOS column header instead of current EMG in the detail section of the printout.
FIX: [Optional ERA Posting Module] Was not displaying the check number in the detail list.
FIX: [Optional ERA Posting Module, FL Medicare] ERA's were not being downloaded to correct ERA_FLMC folder. Also fixed a problem with the OBTAIN ALL option for retrieving reports.
NEW: Added item to Help menu to run AMMYY remote support tool now used most often by SOS support techs.
NEW: The Undistributed Checks window that appears during posting of the daysheet now shows the ID of the user who entered the check, and the date it was added.
FIX: [Optional ExpressBill Module] Certain values that should have been printed in the final statements were coming up blank.
NEW: Added field on the Claim Adjustment Reasons form that allows entry and display of the ICN (essentially a claim ID number) assigned by the primary carrier when it processes the claim. Some payers require this number to be included on the electronic secondary claim submission.
NEW: Added a column to the Patient Search function (binoculars icon on pt browse) to show the Data Set. Added a checkbox so the user can "Include all data sets" in the search. Leaving this box unchecked will only search in the current data set.
NEW: Added a new stand-alone report called Provider Credits for Period. This report is the same as the provider credits summary found in the standard Provider Activity Report by Rendering Provider. It lists credits by type, with a breakdown by payor within each credit type.
FIX: Although negative fees are not permitted in SOS, there were a couple of ways that could be used to change a fee to a negative amount.
03/25/2012
CHANGE: Optional Express-Bill module now picks up the PO Box mailing address if present in the Supplier form.
FIX: When scanning or adding document attachments, the option to store the document in the database and delete the original file was not doing the deletion. The document was imported successfully, but the original remained on disk as well.
03/11/2012
FIX: When printing a claim for the secondary policy, the claim generator was pulling "other coverage" information from the current primary policy instead of the policy(s) that were actually primary at the time of the service.
FIX: Paper claims did not select the correct Relation to Insured value if you selected one of the new 5010 relationship codes in the policy screen.
FIX: The "Clear Insurance Billed Dates" feature was not showing (or clearing dates on) transfer charge splits.
NEW: Added option to copy Managed Care Authorizations along with other policy and patient data.. To copy the auths, you must also copy the policies.
NEW: To assist in entering CARs (claim adjustment reason codes) manually to do electronic submission of secondary insurance, the CARs form now provides a running total of the entered CARs and lets you know when you balance correctly.
02/23/2012
NEW: Added a new paper claim format. If you have specified a separate mailing address on the Supplier form (Lookups > Suppliers), this new format will print the mailing address instead of the main address in block 33 of the CMS 1500 claim form. This format can be used even if there is no separate mailing address, with results identical to "CMS 1500 claims".
FIX: (Optional ExpressBill Module) Corrected "Error 30" resulting from failure by system to save the option for FTP and "Use NCFTP".
NEW: (Optional ERA Module) Added link on page footer of report for the Code List on the web. If viewing the report on screen, the link is live -- clicking it will open the web page in your browser.
FIX: Changed the claim generation setup option "Do not include other coverage info (box 9) on claims" to behave in the same fashion as the option on the Policy form "Determine Other Policy" when the latter is set "Force to None". Both now set the other insurance output to blank. Also corrected a bug that incorrectly output the "other insurance" specified by the primary policy's "Use specific policy" option. That scenario was marking both policies as primary in electronic filing.
FIX: Account Period Summary (both By Provider and By Patient) - The report should suppress accounts with zeros in every column, but in some cases such accounts were appearing on the report because of computed non-zero values less than $0.01.
NEW: Added new report, "Payroll Grouped by SortCode" with detail and summary options.
FIX: (Pro Version) Add 1 day to the Box 6 "through date" only if an inpaitent claim and box 17 doe not contain 30.
FIX: "Copy Previous" was showing charge entries that had not been saved successfully. Those invalid entries are now filtered out of the Copy Previous selection list.
NEW: The Claim Adjustment Reasons window now displays the validation formula and displays an X or checkmark icon to show when the total amount of the entered CARs is correct. (CARs should add up to the difference between the Fee and the primary insurance payment.)
12/30/2011
ADDED: Menu items under Reports > Accounting Reports for "Provider Activity Grouped by Rendering Provider" and "Provider Activity Grouped by Rendering Provider Grand Totals". These reports present the same information as the Provider Activity Report by Rendering Provider, but in a different format that can be generated much faster than the original format.
CHANGE: Modified "Export CMS CLAIMS.FIL for 3rd party electronic claims filing" output so that the address in Block 32 prints 9 digit zipcode.
12/7/2011
NEW: Added fields to Supplier form (Lookups > Suppliers) for entry of mailing address for use by electronic claim filers. If your mailing address is a PO Box, you must enter your PHYSICAL address in the main supplier address fields and the PO Box address in the separate Mailing Address fields to the right of the main address. If your mailing address is a regular street address and matches your physical address, check the Mailing address is same as physical address option, which will clear and disable the mailing address fields. If you file only on paper, you can continue as before, even if you have a PO box in the main address.
NOTE: Addresses in the Supplier and Facility screens should include a complete, 9 digit zip code. Failure to use 9 digit zips in these fields can result in claim rejections.
11/30/2011
NEW: Added support for ANSI 5010 electronic claims format (emdeon and specific other destinations).
NEW: New version of Provider Activity Report - Rendering Provider. This format runs much faster on most systems. There is are separate reports for Details and for Summary.
FIX: Standard Statements sometimes did not print statement for the desired payor if two or more payors had exactly the same name.
CHANGE: When you run ExpressBill (optional electronic statements product) from the Statements > Standard Statements menu, the statement batch will appear on screen for review prior to launching the Express Bill module.
The ExpressBill setup window now permits you to change the destination (FTP site) if it should ever be necessary.
Sending statement batch failed in Windows 7. Changed to a different FTP client and uploads to the root folder on the destination system..
FIX: (Pro Version) Year 2011 dates entered in the UB Claim Setup screen were being saved as 1911 rather than 2011.
FIX: (Pro Version) Revenue Code for institutional claims may now be 5 characters (up from previous 4 characters).
FIX: (Pro Version) Corrected date range entries in block 6 if block 4 indicates it is an inpatient claim.
CHANGE: Added option to exclude closed patients in the Aging by Rendering Provider report. Eliminating these accounts can make a significant improvement in performance.
CHANGE: Made some changes to the way billing dates are updated after an Alternate Statement run. The window now displays record numbers as they are updated so you now that the system is not hung. Performance should be better on most, if not all, databases.
NEW: Added "Outstanding Charges by Patient Grouped by Rendering Provider" report on Reports > Accounting menu.
FIX: The transaction date on the "Mini-bill" time-of-service receipt had been slightly truncated.
NEW: Added "Birthday List by Date Range" report to Reports > Patient Reports menu.
NEW: Added "Insurance Carrier List with NEIC Payor Numbers" to Reports > Other Reports menu.
CHANGE: Open Item Statement now includes middle initial in the mailing address name. Also corrected a problem that sometimes caused the city line of the address to be omitted and added a filter to skip transactions after the statement date.
NEW: "Patient Facesheet with Alternated IDs" report added to Reports > Patient Reports menu.
CHANGE: "Managed Care Authorizations by End Date" now filters out closed and discharged patients.
FIX: Problem with obscuring credit card numbers was fixed.
FIX: Corrected issue with some of the column totals in "Credits by Primary Provider for Daysheet Range" report. Also added option to print each provider on a new page and corrected a cosmetic issue with some dates being truncated.
FIX: Added filtering on active patients and by patient name to the "User Activity Report".
FIX: Corrected an issue with the More Splits feature in cases where payments and adjustments were both present.
FIX: Reprinted daysheets sometimes showed asterisks next to transactions that had not been modified.
12/31/2010
NEW: Added a column for check number in the Reverse Applied Credits Guide.
FIX: Eliminated ODBC window that appeared when running Provider Activity Report by Rendering Provider.
12/03/2010
NEW: Electronic patient billing through ExpressBill (emdeon) is now available for the Open Item statement format.
[Pro Version] CHANGE: When using Bills/Claims > Reprint Claims, the resubmission number and type fields are now displayed only when doing a professional, non-UB claim.
CHANGE: The Charges for a Period by Provider report now prints the data set name in the page footer.
NEW: Added a Cost column in the Service Breakdown section of the Provider Activity Report by Rendering Provider report.
CHANGE: The Services Rendered by Provider report under Management Reports now provides a pick list for provider selection.
FIX: The ERA module (automatic posting of payments on an ERA) now handles non-standard ERA files that contain carriage returns as record delimiters.
NEW: Added checkboxes to configure to set duplex and card-size scanning options on the Policy window.
FIX: When using the optional Patient Import module, the defaults set in System Defaults for Claim Setup and Policies will be inserted in the imported patient.
FIX: Corrected issue where a change in patient address would clone that patient address to all other policies set with option "Insured address same as patient."
08/26/2010
NEW: Help > Version Information, DB tab now shows number of users currently on the system, and processor availability and in use (by the SOS database engine) on the server.
CHANGE: Added second and third phone numbers for Referral Source Report and enlarged the qualifier field to print up to three characters.
07/28/2010
NEW: Referral Sources now may have up to three defined phone numbers.
FIX: The Ledger icon displayed in the toolbar of the Patient List and Patient Form was replaced with a larger one to closer match the sizes of the other icons in the toolbar.
CHANGE: The Ledger By Charge report now includes the data set information in the page footer.
[MAPSS/CBH version only] CHANGE: When entering service tickets, the authorization warning will appear as appropriate when doing a Save & Continue or Save & Repeat if the client on the ticket is changed.
CHANGE: Patient Note alarms are now checked as soon as you open the main OM window. There had been a delay of about 100 seconds, which has now been removed. Thereafter, notes are checked for alarms items once each minute.
FIX: Under some circumstances, the UD Fields tab of the Patient Policies Form did not contain any fields. The system now checks for that situation and initializes the missing fields if they have not already been created.
NEW: Added a warning if you try to save a new patient with no payor set to be responsible for charges. You can still do it, if necessary, but if there is no responsible payor, the system cannot automatically calculate charge splits. In that event, the splits have to be created manually when you enter a charge.
NEW: Added two new variations of the Collections by Payor report. The new ones are the same as the existing Collections by Payor and Summary Collections by Payor reports except that you may enter a list of one or more Service Codes to be included in the results. All services other than the ones you enter are omitted from the report output.
CHANGE: The Copy Previous list in the Charge entry form no longer includes any REFUND entries.
FIX: When running Alternate Statements, a window appears asking if you want to update the billed dates for this statement run. Pressing ENTER was invoking the help system. The default button and action is now to execute the YES button when you use the ENTER key or SPACE BAR when that window appears.
FIX: If you have more than one page of carrier exceptions for a service, scrolling up and down through that list could have resulted in duplicate rows appearing in the display (but not in the actual data). Scrolling no longer corrupts the list display.
NEW: There is now an "Address Line Two" for the Insured in the Insurance Policy form. Data you enter here is ignored when printing paper forms, but is included in electronic claim submissions.
CHANGE: ID Qualifier selection lists for providers, suppliers, referral sources, and facilities. PXC (Provider Taxonomy Code) has been added to the ID Qualifier selection list where appropriate.
CHANGE: The claim creating warning for missing first name for referral has been removed. Some legitimate referral sources are not people and do not have first names.
[PRO VERSION ONLY] UB/Institutional Claim Setups will no longer default the referral source to the value entered on the Patient form when adding a new patient and new UB Claim Setup at the same time.
CHANGE: Printed Mini-Bills now include the name of the payor next to credits.
-----------------------------------------------
-----------SCHEDULER
--------------------
-----------------------------------------------
10/03/2013 (SOS 2013.02)
08/16/2013
03/19/2013
01/14/2013
12/13/2012
------ Release 2010------
06/28/2012
FIX: Added user-provider security to several reports: Cancelled Appointments, Encounter Form, Resource Schedule, Resource Utilization, Appointment Check-In List, Appointment Check-in List with Phone Numbers and Status
11/30/2011
FIX: Cancelled appointments no longer appear in the Resource Schedule Report.
FIX: Submenu for Edit Appointment and Set Appointment Kept did not display correctly if more than 30 patients were assigned to the same time slot.
FIX: Some users were reporting "disappearing icons" on the tool bar.
CHANGE: "Copy to Future Dates (Replicate)" now allows you to copy all patients in the current time slot to the new slot.
FIX: Daily Log report no longer prints appointments for data sets if the current user does not have rights to that data set.
12/31/2010
CHANGE: New list of future appointments on the Appointment form now lists from today's date rather than from the appointment's date.
08/26/2010
FIX: Scheduler queries (saved searches) did not save more than 15 specified providers in a single query if you did not go with the "All Providers" option. In this release you will be able to save approximately 40. We will look at ways to eliminate the limit altogether in the future. Again, this is irrelevant if your query is set to include "All Providers".
07/28/2010
FIX: Under certain conditions, a user configured as a Security Administrator would not be able to set System Options.
FIX: The Next Appointment search for the Encounter Form now excludes future appointments that have been reset as canceled. Another, related fix, corrects a problem in identifying the provider for the next appointment.
NEW: Great new feature. When you add a new appointment, all previously entered, future appointments are now shown in an embedded list window at the bottom of the form.
-----------------------------------------------
-----------CASE
MANAGER
---------------
-----------------------------------------------
10/03/2013 (SOS 2013.02)
08/16/2013
03/19/2013
01/14/2013
12/13/2012
------ Release 2010------
06/28/2012
FIX: After clearing all outstanding alarm messages, the dataset value in memory was cleared. That made it necessary to exit and restart CM to continue.
NEW: Added item to Help menu to run AMMYY remote support tool now used most often by SOS support techs.
03/25/2012
NEW: Added report to list progress notes that have no matching charge entry.
FIX: When scanning or adding document attachments, the option to store the document in the database and delete the original file was not doing the deletion. The document was imported successfully, but the original remained on disk as well.
03/11/2012
FIX: In "Hospitalizations and Incarcerations" the software would error if you selected "Crisis Beds" as the Hospital Type.
02/23/2012
CHANGE: Enabled DELETE button on Groups list, but delete is only permitted if the group has no members. Made the Name field in the Group form required.
FIX: The standard prescription report now includes the quantity in both numerals and words (again).
11/30/2011
FIX: Changed the Intake Summary so that the patient selection will work even if there are leading spaces in the patient's first or last names.
CHANGE: The Therapy Notes report now sorts by date of note.
FIX: Added missing security settings for Treatment Plan list window.
12/29/2010
FIX: For purposes of the Facesheet report in CM, the discharge date selection is now the discharge date in the current treatment episode, not the discharge date in OM's patient screen.
12/03/2010
FIX: In organizations with multiple data sets, if the user switched from one data set to another in a single session, attempts to save a new or changed DSM Profile sometimes failed with an error.
NEW: Added DOB and age display at the top of the Prescription form.
09/20/2010
FIX: Section titles for treatment plan details were not printing correctly in the Progress Notes report.
FIX: The Patient Info form, printed from the Styles section, did not print correctly if the configuration contained more than one data set. The report would print all data set versions one after the other, without page breaks.
07/28/2010
FIX: The intake date on the Patient List was displaying a seemingly random date if no intake date had been entered.
FIX: Under certain conditions, a user configured as a Security Administrator would not be able to set System Options.
FIX: The System Setup, Progress Notes options for Provider code, Allow copy of notes to other group members, and Allow only original user to change or delete Progress Notes are now defaulted to "Last Provider", "Yes", and "Yes", respectively, if no other selection has previously been set.
FIX: The text entry in History forms was supposed to be 14,400 characters, but in fact was only half that amount. It is now 14,400, as indicated on the form.
FIX: The utility in DBA Utilities (Admin Module) to load default Problems and Goals lists was not working.
FIX: In Release 2009, we added the ability to define a range of ID numbers to be used by the auto-ID feature in OM. Now it is available in CM as well.