Table of Contents

Whānau Tahi Clinical Extension Release Notes - December 2023

Available from December 2023

Features

ADOM Form Updates

  • Made the Responsible Service Team and Responsible HCP fields mandatory.
  • Updated Business Rules to hide questions 7b, 7d and 7f depending on answers given.

Impact: ADOM Form | Ref: 32567

Care Team Roles

The "Plan Access" tab has been renamed to "Care Team", and the ability to add specific Care Team Roles under the Care Team Tab has been added.

Care Team Roles offer the following:

  • Ability to specify specific Staff or Clinician's roles in the context of a Service, or an Individual and Service, or Plan
  • Structured and non-structured role specifications
  • History of both Inactive and Active Care Team Role participants

Care Team Roles operate in addition to, and in isolation from, Plan Access records e.g., a person can be recorded to have a Care Team Role, but not necessarily be given Plan Access.

Care Team Role Preview

Impact: UI | Ref: 33838

Quick Create on Comprehensive Assessment Form

Quick create functionality added to Comprehensive Assessment forms. This allows for the creation of ADOM, Arotake Ahorangi, Mental State Exam, Risk Assessment and My Plan quickly from an existing Comprehensive Assessment record.

QuickCreateAssessments

Impact: Comprehensive Assessment Forms | Ref: 34091

Wellness and Safety Formulation Form Updates

  • Review and Action Plan Tab now allows for the adding of multiple Review and Action Plans for the Assessment.
  • Tooltips removed from all fields under 'Formulation' tab.

Impact: Wellness and Safety Formulation Assessment Form | Ref: 34286

Comprehensive Assessment Form Updates

  • Additional information added to Referral Details section.
  • Added 'Created On' and 'Created By' fields to all Child Assessments appearing under Comprehensive Assessment.
  • My Plan section now features 'Wellbeing/Advance Care Plan' tab on the form component control under Comprehensive Assessment.
  • DOB to be included in the header
  • Typo: 'Martial' status corrected 'Marital' status
  • Repositioning of several sections

Impact: Comprehensive Assessment Forms | Ref: 34428, 34434, 34430, 34447

Comprehensive Assessment Printable Report Updates

  • Added My Plan - Shared Care Planning Report
  • Added Wellness and Safety Formulation Report
  • UI related tweaks on existing Reports

Impact: UI | 33758, 34421

Minor Adjustments

Adjustments to ADOM Form

Corrected the position of numerous fields on the form.

Impact: ADOM Forms | Ref: 32567

Individual Form

A tooltip has been added to 'Privacy Indicator' field under Basic Details tab.

Impact: UI | Ref: 33217

Adjustments to Clinical Form PDF Export Templates

Adjustments were made to the IDP Review PDF Template, MHAS Discharge Summary PDF Template, and Wellbeing Recovery Plan PDF Template.

Impact: Reporting | Ref: NA

Adjustments to My Plan Form

  • Removed Kaupapa Tab and added kaupapa description for the My Plan at the top of 'Wellbeing/Advance Care Plan' tab.
  • Adjusted several controls to be left-justified and make the layout consistent.

Impact: My Plan Form | Ref: 33903

Enrolment Activity Adjustments

NHI and Legal Status has been added to all Enrolment Activity banners.

Impact: Enrolment Activities | Ref: 34713