Whānau Tahi Q3 2024 Release
Available from July 2024
Features
Plan Overview Table - Chronological Ordering of Activities
We have added hours and minutes to the start date of plan activities to accurately reflect their order within the Plan Overview table. This enhancement allows the 'Start at' column to be sorted from newest to oldest and oldest to newest.
Impact: UI | Plan Overview Table | Ref: WTL-4452
MDR - Add Dosage Instruction for Medication Dispense
We have enhanced the MDR functionality by adding a new field to display information regarding medication dosage.
Impact: UI | Ref: WTN-852
One-Off Activity
- This activity form captures the information outside of the plans. It is independent from a plan.
- It captures Referral, Service, Location, Team, Funding source, User, Direct & Indirect time and created at/created by and Note.
Impact: UI | Activity Details - One-Off Activity | REF: WTN-84
Appointment Activity
Note
The following feature is available to everyone and released with a feature flag controlled by Whĝnau Tahi, allowing you to choose whether this is turned on or off based on your organisation's readiness for change.
- Added a pre-defined Duration parameter to the Appointment Type, which automatically adjusts the Start Time and End Time based on the selected Appointment Type.
- Now you can capture the time spent by staff directly during the Appointment, as well as the time spent by an interpreter.
- Two new buttons have been introduced: "Commence" and "Finish". Clicking these buttons changes the status of the record to Commenced and Finished, respectively, for time tracking purposes during an Appointment.
- The system will automatically populate staff and interpreter time based on the runtime tracked through the Commenced and Finished status reasons.
- When the feature flag is enabled, the system calculates the time difference between the Commenced and Finished statuses and pre-populates the Direct Time and Interpreter Time in minutes.
- Added the ability to capture information about external participants on the appointment form.
- Users can now capture the mode of delivery for Appointments.
- Based on configuration, certain mandatory information such as Outcome, Service, and Notes must be captured to complete an appointment.
Impact: UI | Appointment | REF: WTN-77, WTN-69, WTN-813, WTN-814, WTN-863
Whānau / Family Group
- When creating an Individual a popup us display, without navigating to a new page
- When a Whānau / Family member is removed a confirmation dialog is presented that asks for a Leave Date and Reason for Leaving
- Present Whānau / Family members and Past Whānau / Family members are now in different tabs
- Past Whānau / Family members are listed with their Leave Date and Reason for Leaving
- The Individual form shows a list of Whānau / Family members when selecting a Whānau / Family
- Address fields are now in their own tab
- Unused fields removed from the General Tab (Removed Owner, Referral, and Collective Impact)
Impact: UI | Whānau / Family Group | REF: WTN-925, WTN-921, WTN-922, WTN-928, WTN-929, WTN-926, WTN-964, WTN-1034, WTN-1041
Allow Activities for closed referral
Note
This only applies to users making use of the PRIMHD Reporting capability of Whĝnau Tahi Navigator.
The latest enhancement in the Navigator platform introduces a feature that allows users to log activities against closed referral records. This functionality is controlled by a feature flag, providing administrators with the flexibility to enable or disable it based on organizational needs.
During Activity Creation,users are fully informed users are fully informed before proceeding with their entries before proceeding with their entries. Users will have to populate the activity date in the correct date range.
Impact: UI | Ref: WTN-997, WTN-998, WTN-1009, WTN-1010
Not allow Activities for Individual or Whanau
Navigator now includes a feature that prevents users from logging activities directly on Individual or Whanau records. This feature is controlled by a toggle that can be turned on or off by administrators.
When enabled, activities can only be logged against a referral or outcome, ensuring that all activity tracking is tied to specific cases.
Impact: UI | Ref: WTN-992
Consent Activity
- Information captured on consent form based upon the consent type is controlled by feature flag
- Based upon the consent subtype value declared on the consent type form the conditional parameters are shown/hidden on the form.
- Added Withdraw and Decline buttons that sets the record to inactive status based upon the feature flag
- Added temporary and expired statuses based upon End/Expiry Date captured over the record
- Appended Consent type and End/Expiry date to the plan activity summary
Impact: UI | Consent | REF: WTN-63, WTN-64, WTN-66, WTN-67, WTN-239, WTN-240
Package of Care for all Activities
Enabling customers to create a Package of Care that contains the entire budget of a plan, measured in hours/sessions. When a user records an activity and the time spent on it under a specific plan’s package of care, that time is captured and deducted from the plan’s allocated budget This functionality is accessible through a feature flag named “Package of care - Fields on activities”.
- When a user schedules an Appointment using a specific Package of Care, they can see the available budget in Sessions for that Plan.
- When a user initiates any of the following activities using a specific Package of Care, they can see the available budget in Hours for that Plan. Assessment, Case Note, Consent, Email, Exit, (Plan) Goal, Group Activity, Metabolic Physical Screening, Phone Call, Resource, Review, TXT Message, Task.
- In addition, we are providing the provision to add additional budget either in hours/sessions for the specific Package of care. Budget Calculations: The total budget (hours/sessions) is determined by summing up the individual budget transactions created for a specific package of care record.
- Hours: The available budget is calculated by summing Actual Time, Indirect Time, and Travel Time, dividing by 60 (converting into hours) and then subtracting this from the total budget.
- Sessions: The available budget is calculated by subtracting 1 from the total budget.
- Configured a new settings definition - “Package of Care-Field on Activities“ with a default value of NO. If the settings definition is set to TRUE then the Package of Care field is visible on all the above mentioned activities. If settings definition is set to FALSE, then Package of Care field is hidden on all mentioned activities.
Impact: UI | Package of Care | REF: WTN-282, WTN-283, WTN-284
NHI Column added on Case Note Report
Impact: Case Note SSRS Report | Ref: WTL-5096
Case note report showing PRIMHD Data Migration
Filtered the PRIMHD Data Migration data in the case note report.
Impact: Case Note SSRS Report | Ref: WTL-5182
Case Note - Active Time (minutes) preventing save
The 'Active Time' and 'Travel Time' fields are now required before completing the activity instead of Save.
Impact: All Activities | Ref: WTN-1057
Metabolic and Physical Screening Line Graph
We have added a line graph to display the following Metabolic and Physical Screening measures of an individual: Pulse, BMI, Waist/Hip Ratio, Temperature, Blood Glucose, Systolic Blood Pressure, and Diastolic Blood Pressure. The graph includes dropdowns to filter data for the last 12 months, 6 months, 3 months, 31 days, 7 days, or 24 hours, and offers the ability to switch between the different Metabolic and Physical Screening measures.
Impact: UI | Metabolic and Physical Screening Assessment | REF: WTN-717
HoNOS Line Graph
We have added a line graph to display various HoNOS assessment outcome tool types over time, allowing users to visualize trends in different HoNOS scores. The graph includes dropdowns to filter data for the last 12 or 24 months, and it offers the ability to switch between different HoNOS outcome tool types, if multiple assessment outcome tool types exist.
Impact: UI | HoNOS Assessment | REF: WTN-1073