EngagedMD feature updates
.gif)
“Assigned By” filter added on the “Assignments” page
The “Assignments” page has been enhanced with the addition of a filter for the “Assigned By” column.
.gif)
Unpublishing or unmapping a form no longer automatically removes it from a bundle
Whenever a form is unpublished manually or unmapped due to changes in form configuration, the form will no longer be automatically removed from the bundle it is a part of but can not be assigned by a staff user.
Assignment due date reminder emails available to be sent
If a due date is present for an assignment and clinics choose to turn on the reminder emails for assignments, email reminders will be automatically sent seven days and two days before the assignment due date to patients.
.gif)
Enhancements to search and sorting on the “Episode” page
The “Episode” page has been enhanced to give staff a more helpful way to search quickly. “Assigned On” and “Assigned By” columns have been added and “Assignment Name”, “Due Date”, “Status”, “Assigned On”, and “Assigned By” are now sortable.
Assignment email notification updates
When a patient is assigned one or more tasks (modules, forms, etc.) in a single assignment flow workflow, they will receive a single email notification capturing all of those assignments.
.png)
IDV and SMS authorization failure views limited by signing permissions
Changes have been made to who and where IDV and SMS authentication failures can be viewed in order to decrease clutter and increase efficiency.
.gif)
Foreign subtitles available for MedReady
Any clinic using MedReady modules can access video subtitles in foreign languages.
.gif)
Forms and modules can be filtered on the “Episode” page
A filter for forms and modules has been added on the “Episode” page.
“My Tasks” sign workflow directs staff to download PDF
When staff users click “sign” on the “My Tasks” page and complete their signing order, they will be redirected to the form detail drawer for the form they just signed in order to download the completed PDF.
Staff can map a carbon copy recipient to a specific role in the assignment workflow
Staff admins will be able to map a carbon copy (CC) recipient to a specific role (i.e., clinical reviewer) and then select a specific user on the assignment workflow.
“Form Description” has been removed from the patient view
Form descriptions on the form detail page are no longer visible to the patient.
.gif)
MedReady module search improves
When searching for MedReady modules in the assignment workflow, typing in keywords will search both the module title and description of the module, and match results only if all terms in the search query match.
Signing order resets when markup is used
When markup is used, the progress status and the assignment status reset to “Waiting” and “Assigned” respectively. The timestamp in the progress section of the form detail drawer also updates with each markup completion.
Updates in form configurations no longer cause unpublishing
Forms are no longer unpublished if there are changes in the form title, changes in role mapping, changes in description, changes of text boxes/signatures, or changes of signing order number.
.gif)
“All patients” page is now sortable and searchable
The “All Patients” page is now sortable by Patient “Name”, “Email”, and “Date Created” columns. The page is also searchable across the Patient “Name”, Patient ID, and “Email” columns.
.gif)
“+ Add” button indicates a related patient/care team added to “Episode”
The “+ Add” button location under “Episode” has been updated to clearly indicate that a related patient/care team member is being added.
.gif)
A timestamp logs reminders
When a manual or automated reminder is sent to the signer, the timestamp on the assignment detail drawer will update and log the reminder.
“Assignment Settings” updated to show signers are selectable and editable
The “Assignment Settings” screen has been updated to clarify that signers are selectable and editable in the “Form Settings” as well as for individual “Assignments”.
Patients’ names spelled out next to initials
Under the “Assignments” tab, instead of just having initials, the patients’ names are spelled out.
.png)
Voided or declined status for signed forms available in CareXP
The voided or declined status for signed forms is available on the CareXP platform.
Frequency of assignment reminder digest emails lowered
Patient reminder emails for open assignments are now set to go out every five days by default, or can be configured to a different number of days (1-30) by the clinic.
.gif)
Clicking on the patient name takes you to the patient record
When staff are in the assignments drawer, they are able to navigate to the patient record easily by clicking on the patient’s or related patient’s name.
.gif)
Search for bundle keywords when adding assignments
Users can search by keywords for bundles when adding assignments in the assignment workflow, not just by the complete bundle name.
Updates to a signer’s email address apply to future email notifications
When a signer’s email address is updated, the form details drawer will also update with the correct email address for future email notifications.
English subtitles are available for video modules
Patients can toggle on the subtitles icon and select “English” to turn on subtitles while viewing video modules.
.gif)
Assignment list position now remains when users click on assignment details
The assignment grid is not reset in the assignment detail drawer when a user scrolls down, changes pages, or changes signers on “All Assignments”, “Forms to Sign”, and “Assignments Due Soon” sections.
.gif)
Bundles can be archived
Bundles can be successfully archived.
All assignments page filters will remain
Chosen filters will remain on the “Assignments” page as the user navigates through individual assignments across all three tabs: “ Forms to Sign”, “All Assignments” and “Assignments Due Soon.”
User receives “Reset your password” email when email address uses uppercase upon request
An email address that uses an uppercase letter now receives the “Reset your password” notification via email upon request.
The sign button only appears in staff user’s signing order
The sign button only displays when it is the staff member’s turn to sign.
“My Tasks” functionality improvements
The assignments in the “My Tasks” section are now clickable allowing the staff user to complete various actions right on this screen (e.g., sign, remind, download, void, refresh).
“Completed form” email redirects to completed form PDF
When an individual in the signing order clicks on the “View form” link in the “Completed form” email, they will be redirected to the PDF of the completed form in a new tab within the browser.
Only active staff can be assigned a form to sign
When going to assign a form, now only active staff members are visible in the dropdown menu on the forms details drawer.
“IDV” and “Blocked By” icons highlight when assignment is active
The advanced ID verification (“IDV”) authentication and “Blocked By” icons now display in green color when a form assignment is set to active.
“Remind” button displays success notifications
When the user clicks on the “Remind” button within the assignment detail drawer, there is now a success notification that displays and the “Remind” button becomes temporarily unactionable.
Sort by due date on the episode of care assignment list
Clicking the sort button on the due date column now sorts the assignments by “Due Date” on the “Episode” page.
Non-admins no longer able to access “Create Bundle” and “Edit Bundle” workflows
For non-admin users, the “create” button and “edit” button within the Bundles section in the library are now hidden.
Mark up feature allowed for use
Signers can make edits using the markup feature. Email notifications will be sent to signers who need to review and respond to the mark up changes.
.png)
“Forms to Sign” page improved search and filter functionality
Clinic staff now have an enhanced search bar and filtering functionality on the “Forms to Sign” page to improve access to the information needed.
Email notifications sent when an individual declines to sign a form
All participants who are before the signer who declined the assignment will be notified via email that the form is declined.
Email notifications sent when a form is voided
Individuals in the signing order will be notified via email when a form is voided.
All assigned forms viewable in a combined envelope
The combined envelope lists all forms the patient needs to review.
Knowledge checkpoint report available to staff as PDF download
Clinic staff can now download a report in PDF format that shows how patients answered knowledge checkpoint questions.
Patient report available to staff for quizzes/knowledge checkpoints
A report is now available within the Care Experience platform to staff users that displays how patients answered knowledge checkpoint questions.
.png)
Completed envelope PDF now feature certificates of completion
If an envelope generates a certificate of completion, that certificate page will be included in the PDF generated from EngagedMD.
Fields now pre-populate information for signers who are later in the signing order
When signing forms, if information on the form needs to have demographic information around people who have not yet come up in the signing order, we can now pull that information to pre-populate it earlier in the signing process.
Staff ability to unblock forms for patients with incomplete associated modules
Staff users now have the ability to manually unlock a form assigned to a patient despite an incomplete module being associated to said form. This allows the patient to sign a form that was originally blocked by an incomplete module at a staff user’s discretion.
Patient-facing update to drive compliance clarifies why forms are locked
Patient portals can now easily access high level information on why their form is locked.
In-platform access to staff training videos
Staff users can access tutorial videos from both their portal home page and tasks page.
All assignments now require a doctor on record
In order to assign a module, form or bundle to a patient, the system will require a doctor on record for the episode.
Bundling is now available to eLearn-only practices
Bundles can now be set up in practices who have only eLearn enabled.
Ability to select and default advanced authentication options for a practice
Through EngagedMD Admin, we can now limit which advanced authentication options are available for use in a practice.
Changes to search behavior for forms, modules and bundles libraries
Searching will look for any titles that contain the full text entered in the search bar, rather than searching for any titles that contain any of the words entered in the search bar.
Defaulting signers for forms when possible
When assigning forms, your EngagedMD portal will now default patients and staff users into the “Form Settings” section when there is a predictable way to identify the right user.
.png)
Updates to email notification on relevant assignments
Patient email notifications will cease on irrelevant or 30+ day old assignments. Staff will be notified on form assignment notice only when relevant to them for signature.
The ability to order and reorder items in a bundle
Staff admins can now set up a bundle to have a defined order of activities and reorder those activities using a drag and drop action.
Filter through assignments due soon by due date range, name, and assigned patient
Staff can access a list of assignments in their practice that are due soon. They can specify and filter by a range of due dates, assignment name and who the patient who is assigned the task
Carbon copy recipient enabled
Staff can add a carbon copy (CC) email address for a recipient who does not need to sign but should receive a copy of the form when signing is completed.
Insights for staff to track when form steps were completed
When someone in the signing order completes their required step, the right hand panel with form details will now show when that event took place.
The ability to download and view in-progress forms
You can now download PDF files of in-progress forms.
Admins can select default IDV at the form template level
When an admin is creating a form, they can now specify what authentication level that form should require for all assignments.
Added a popup to warn about the impacts of archiving bundles
Users will now see a confirmation warning before archiving bundles.
Sender name on patient emails is now practice name
Patient-facing emails will still come from noreply@engagedmd.com, with the practice name as the sender instead of “EngagedMD”.
Bundle overview and improvements
A bundle is a pre-configured group of Modules & Forms that can be assigned in one click. Users can now edit existing bundles and order bundle activities.
Alphabetized lists
All dropdowns and lists in the assignment workflow will be sorted alphabetically to help reduce user confusion.
Updated icons to more clearly reflect user’s choices for eSign
The EngagedMD Care Experience platform now features updated icons to more clearly reflect user’s choices for eSign.
Find forms waiting on other staff members
Clinic users can now search through forms waiting on other staff members.
Clinic user accounts: “Nurses” are now “Staff’
Clinic accounts formerly categorized as “nurses” will now be referred to as “staff” within the EngagedMD platform.
No entries match the filters