Table of Contents

Whānau Tahi Clinical Release Notes - H1 2024

Available from January 2024

Features

Email Form Updates

  • Removed functionality to auto-populate the Individual into the 'To' field of a new Email Activity.
  • Turned off automatic resolutions to disable the Recent Records from showing in 'To' and 'CC' fields.

Impact: Email Form | Ref: 30676, 34930, 34931

System Administrator Ability To Delete Core Documents (e.g. START Assessment)

Allow users, who have System Administrator security role assigned, to delete START Assessment from Navigator.

Core Documents Grid With Delete

Core Document Reason For Deletion

Deleted Assessment On Form

Impact: Individual/Plan Form | Ref: 34940

TXT Message Activity Form Updates

Tip

The following is released with a feature flag controlled by Whānau Tahi, allowing you to choose whether this function is turned on or off based on your organisation's readiness for change.

  • Introduced a visual representation of text message conversations in the Form, resembling the familiar interface of mobile phone messaging.
  • Display sent, received, and failed text messages.

Alert Preview Image

These updates empower users to engage in conversational dialogues with patients directly within the Txt Message Activity Form, streamlining communication processes.

Impact: Txt Message Activity Form | Ref: 33803

Caseload Board

We are excited to announce the release of the Caseload Board, available as a navigation item on your Whanau Tahi Planning App (Ara Hinengaro or Mai i Kōwhai).

Caseload Board allows you to manage your daily case load from one screen.

The Caseload Board is comprised of four main areas:

  • Services - This is the landing page for your Caseload Board. It shows the active services in your environment. Clicking any service on the screen navigates to the Caseload Board screen.
  • Caseload Board - A horizontally scrollable canvas that allows you to search for and view/edit Caseload board item for each patient.
  • Referral Screen - This screen allows you to add patient(s) on the Caseload Board screen.
  • Edit Form - This screen allows you to view/edit Caseload board item for each patient in a familiar vertical form layout.

Caseload Board

Impact: UI | Ref: 34542

Case Note Reminder Notifications

Tip

The following is released with a feature flag controlled by Whānau Tahi, allowing you to choose whether this function is turned on or off based on your organisation's readiness for change.

Individual Card

  • Notifications are sent out at 8 am every morning, ensuring timely reminders.
  • If a due date is selected, reminder notifications will be sent both seven days and one day prior to the due date of the case note.
  • To opt out of receiving further email notifications for a specific case note, simply check the "Turn Off Reminder Notifications" checkbox provided on the case note activity form.

Impact: Case Note Activity Form | Ref: 35351

Case Notes Forced Initial Save

Case Notes must now be saved prior to having anything written in their body. This is to ensure that there is always a record in place before large amounts of content is written, and mitigates any potential for its loss.

Once a "Summary" is added and the record is saved, the Case Note operates as normal.

Forced Save of Case Note

Impact: Case Note Activity Form

Simplify Referral Views

New Views:

  1. Team Referrals:

    • This view allows users to view all referrals of team members who are part of the same team.

  2. Care Team Referrals:

    • This view allows users to view all referrals where they have been added as a Care Team Role of the associated Plan.

Simplified Column Information:

  • To ensure consistency across different views, we have simplified the column information for the following views:
    • My Active Referrals
    • Team Referrals
    • Care Team Referrals
Tip

As part of simplifying column information, the columns from left to right are: Individual, NHI, Plan, Referral, Owner, Service, Clinical Priority, Referral Date, Last Name.

Referral View

Column Renaming:

  • The 'Name' column has been renamed to 'Referral' for improved clarity and consistency across views.

View Changes:

  • As part of this update, all views except My Active Referrals, Team Referrals, and Care Team Referrals have been removed.

Impact: Referral Views | Ref: 35527, 35524, 35525

Update Global search to only show results for Individuals, Referrals and Plans

Impact: Global Search | Ref: 35528

Add NHI and Legal Status to the left-most position in the Header of all Plan Activity Forms

NHI and Legal Status in Header

Impact: All Plan Activity Forms | Ref: WTN-235

Minor Adjustments

Adjustments to the Referral Form

Move Plan field to the top-right of the Referral form

Impact: Referral Form | Ref: 33782, 34932, 34933

Adjustments to the TXT Message Activity Form

We've increased the Message field capacity from 255 characters to 306 characters, equivalent to accommodating 2 SMS messages.

Impact: TXT Message Activity Form | Ref: 34927, 33516

Client Details Removed From Navigation

The "Client Details" section, which included Individuals and Whānau, has been removed from the Whānau Ora Planning app (Mai i Kōwahi and Ara Hinengaro).

They can still be accessed as normal by administrators through the Whānau Tahi Back Office app.

Impact: Navigation

Adjustments to NHI Referral View Quick Find

Removed Services 1 to 12 from the Inbound Referral Quick Find View as they are no longer required as part of the Search criteria.

Impact: Inbound Referral Quick Find View | Ref: 35400, 33656

PRIMHD Labels Are Capitalised

All references to PrimHD in the system are fully capitalised as PRIMHD.

PRIMHD On Activities PRIMHD On Section PRIMHD On Tab

Impact: UI | Ref: 35273

Adjustment to Contract Service and ADOM Assessment Main Form

A new 'Yes/No' flag has been added to the Contract Service form, titled "Require Partial ADOM". If this is set to "Yes", any ADOM Assessments related to that particular service will feature a Partial ADOM Assessment that has:

  • All Questions under General section non-mandatory.
  • Questions under Section 1 of the form auto-populated with "99 Not Answered" where relevant or set to "X - Not Applicable".
  • Section 2 and 3 of the form hidden from the user.

Impact: UI | Ref: 34833

User Configuration in Back Office App

User Configuration is now available in the Back Office App.

Within a User Configuration record Admins can configure which services a User will be able to see Referrals from under the "Team Referrals" view.

Admins can also setup a user as a Supervisor and assign Students to them.

Impact: Team Referrals View | Ref: WTN-274

Caseload Board Enhancements and Bug Fixes

In this release, a few enhancements and bug fixes have also been done to the Caseload Board.

Enhancements include:

  • New colour coding for Category 3 and 4.
  • Search text on Referral and Caseload screens can be cleared using "X" icon next to search bar.
  • Boosted record creation and deletion performance.

Bug fixes:

  • Duplicate record creation issue has been addressed.
  • Closed referrals (Status = Inactive) are now removed from the Caseload Board.
  • 'Tick' on records is reset after saving the record.

Ref: WTN-356, WTN-358, WTN-359, WTN-360, WTN-361