What’s new in the CHR
Patient identification interface enhancements (phased rollout)
Improvements
Minimizing forms to the task bar
When you open or add a form from the Summary view of a patient’s chart, you can now minimize the form to the task bar at the bottom of the screen. When you hover over the icon, the name of the form and the patient’s name are shown. You can easily identify and return to the form even when navigating to a different area of the patient’s chart or to a different chart.
Also, when you minimize a form from the Attachments section of an encounter, the form name now shows instead of “Form from Encounter”. Once the form is saved in the encounter, the patient’s name is also included.
Viewing the quantity billed
When viewing the list of insured bills for a patient (Start/Open > Insured Billing), for provincial bills you can now see the QTY Billed for each fee code. This can help you keep track of fee codes where you can bill only a certain number in a specific time frame for one patient.
📌Note: The QTY Billed uses the corresponding field on a bill for your province, and is shown only for the following provinces: Alberta (Calls), British Columbia (Quantity), Manitoba (Service Unit), New Brunswick (Units), Ontario (Quantity), and PEI (Count).
Navigating and sorting a patient’s appointment list
📌Note: TELUS Health must manually enable this feature following the release. It could take up to 24 hours before you see the functionality.
When opening a patient’s appointment list from Start/Open > Appointments, we now display 25 appointments on a page and you can navigate to previous appointments using the page numbers at the bottom. This makes the appointment list easier to navigate and more responsive.
You can also sort the appointments by clicking the arrow in the header of the column you want to sort by.
📌Note: When you sort by Date, the Time is included. You cannot sort only by time.
For more information, refer to Viewing a patient’s appointments.
Role-based access: Granular permissions for letters and Qnaire responses
For clinics using role-based access control, you can now set specific user permissions for both Letters and Qnaire Responses. This improves data security and privacy for patients while providing more flexibility to create customized roles and access levels for users.
The new Letters and Qnaire Responses permissions you can set are All, List, Create, Read, Update, Delete and Print. Previously, access to letters and Qnaire responses was controlled by the Patients permission. So that no functionality is lost, all users with the Patients permission now automatically have the corresponding Letters and Qnaires Responses permissions.
For more information, refer to Role permission options (role-based access control).
CHR Connect: Charging an appointment fee during eBooking
If you are using CHR Connect and have a Stripe integration, you can require patients to pay a fee online before booking an appointment via the CHR Connect app. Setting up pre-payments helps reduce no shows and saves administrative time.
To configure pre-payments you must first create a non-insurable service or product. You then assign the product to an appointment type.
For more information, refer to Charging an appointment fee during eBooking.
⚠️ Important: Patients cannot cancel or reschedule an appointment once it is paid for, even if your scheduling settings are set to allow changes and cancellations.
CHR Connect: Updated default billing notification
When you send an invoice to a patient, the message text now clearly states that the patient needs to log in or sign up for CHR Connect.
Patient identification interface enhancements
📌Note: TELUS Health must manually enable this feature following the release. To ensure a smooth transition, this feature will be enabled in a phased approach over the next several weeks, starting with our smallest clinics and slowly progressing to larger ones.
As part of our ongoing usability and design improvements, the Identifications section in the patient demographics (New Patient or Update Patient window) now uses clearer labels and button styles.
Fixes
Below is a list of bugs we have identified and fixed in this release. For more information, contact our TELUS Health support team.
When searching for “qnaire” in Settings, the Disclaimer setting is included in the search results.
You can once again search the Referrals dashboard by patient ID.
When you open an existing referral with multiple attachments and delete an attachment, the attachment you deleted is now removed from the list before saving the changes.
For referrals with attachments that have since been deleted from the patient chart, you can once again remove the attachments, change the status and archive the referral without receiving an error.
When emailing an attachment on a referral to a patient, the email the patient receives now keeps the formatting that you applied.
You can successfully upload files with names that begin with a letter followed by a period to patient charts.
When adding or editing a document and the Description is larger than the field, the scroll bar once again appears.
The selected services are no longer cleared when updating a provider’s work hours and changing the Visit Type between Physical and Virtual.
When sending a message to a patient from a lab in the inbox, the patient data variables are populated when you select a message template.
Ontario: Lab reports from Bio-Test are now successfully matched to patients who have a UHIP ID.
Ontario: Opening a PDF pathology report from the Latest Lab Results section of a patient chart no longer shows a blank PDF.