Release Notes 2024

April 25, 2024 Release

MYIO  

• An issue with the MYIO app freezing when some users were selecting an Insurance during onboarding was resolved.  

Persons & Institutions | Practice  

• An issue where Appointment Categories disappeared when the display named was updated was resolved.  

Portal Status Values  

• Added more detailed portal status values that will better indicate what stage of the process the MYIO user is in. Upon release, some statuses may not have a date/time available. See more information in Persons & Institutions | Patients article.

Programs  

• Now practices can create a list of "Programs" for tracking different lines of business in Valant. Patients can be assigned to one or more programs, and each appointment and charge can be associated with a program for reporting purposes. See Reference Data | Programs article for details.

April 10, 2024 Release

Availability Rules  

• A new "Scheduling Rules" tab in Persons & Institutions | Providers | select a provider | Availability tab allows users to set “rules” to govern when specific types of appointments may or may not be scheduled. For example: Intake Appointments may be limited to certain days and times, or to a maximum number of appointments per day or week.  
• In Persons & Institutions | Providers | select a provider | Treatment Profile tab, there is now a tab that allows users to mark which "Appointment Types" are not offered by the provider. Appointment Types marked as "Not Offered" will not appear as available when a scheduler, MYIO patient, or Prospective Patient uses the availability search tool to request an appointment.  
• Persons & Institutions | Providers | Treatment Profile was split into sub-tabs for simplified navigation with less scrolling. A new tab was added for marking which Appointment Types a provider does not offer.

See the Provider Availability article for more information.

Fee Schedules and Financial Classes  

• The Persons & Institutions | Insurance Companies page has been updated to include Financial Classes and enhanced Fee Schedules actions. See the Financial Class and Fee Schedules Overview and Persons & Institutions | Insurance Companies articles for details. 

Permissions by Role  

• An issue that caused some Permissions by Roles to not appear on the initial save was resolved.  

Reminders  

• An issue that caused some final appointment reminders to be sent late was resolved. This occurred in a few instances where the practice time zone differed from the facility time zone.  

Scheduler - Billing  

• An issue with a poor performing query caused some receipt book receipts to generate blank.  

System Reports  

• An issue that caused the footer of reports generated in System Reports to omit Practice Name has been resolved.  

Telehealth  

• An issue that caused some telehealth sessions to time out after 60 minutes was resolved. 

March 27, 2024 Release

Documents  

• An issue was resolved that prevented users from configuring new eSignature documents.  
• An issue that caused the Uninitialed Documents page to not load properly when accessed via the EasyNav menu or if there was no uninitialed documents was resolved. 

DrFirst  

• An issue was resolved which sometimes prevented launching DrFirst for newly added patients.  
• An issue that caused a delay in medications appearing in Valant from DrFirst was resolved.  

Mobile Notes  

• An issue that sometimes caused the "Adult Symptom Screener" to generate narrative incorrectly was resolved.  

MYIO

• An issue was resolved in which the page failed to load even when some patients received an "All Done" message when completing onboarding.  

Patient Demographics  

• An error with the "View All Patients" permission that caused some users not to be able to save changes made to demographics was resolved.  

Persons & Institutions | Practice

• There is now a practice level setting to enable/disable sending statements to the MYIO portal. This will save practices multiple clicks when setting up a patient in IO. See Persons & Institutions | Practice article for more information.

Persons & Institutions | Providers

• The character limit for Provider First and Last Names was extended to the max allowed in claims (25 for First Name and 60 for Last Name).

Prospective Patient Management

• A link to the Prospective Patient Forms URL was added to Persons & Institutions | Prospective Patients to make it simple to access and share the link. Users with Admin Access permission will also see a clickable gear icon next to the link, which acts as a shortcut to the Prospective Patient settings page. See Persons & Institutions | Prospective Patients article for more details.
• An issue that made it so users could not correctly create new or edit referral sources was resolved.

Scheduler  

• An issue that prevented the horizontal scroll from showing on the calendar on the initial page load was resolved.

To Do’s

• An issue that caused the Patient ID search to not work as expected was resolved.
• An issue that caused all future To Do's to appear on the dashboard was resolved and further enhanced by allowing users to customize the filters shown.

See To Do’s (formerly Reminders) article for more information. 

March 14, 2024 Release

Billing

• An issue was resolved which caused the color coding on the Apply Patient Payments page to display incorrectly for some statuses. 

Demographic Updates Queue (DUQ)

• Insurance entries in the DUQ will now show the current insurance along with the updated insurance. 
• Added an "Insurance Updates" Action Item to the Dashboard menu. 

See Demographic Updates Queue (DUQ) article for details. 

Inactive Provider Access 

• A checkbox (Inactive) was added to Persons & Institutions | Providers | select provider | Provider tab to make it possible for a provider's user access to be inactive while keeping the provider record active (e.g., in order to keep temporary access a provider's calendar after they leave the practice). This is controlled by the separate "Inactive" checkboxes on the "User Account" tab and the "Provider" tab in Persons & Institutions | Providers. See Persons & Institutions | Providers article for more information. 

Insurance Photo 

• MYIO and IO users can now upload a photo of an insurance card. See Persons & Institutions | Patients | Insurance Tab article for more information. 

Mobile Notes 

• Users now have the ability to start Mobile Notes separate from an appointment. See Mobile Notes - Starting a Mobile Note article for more details. 

Patient Chart

• An issue was resolved which sometimes prevented launching DrFirst for newly added patients.

Scheduler 

• New checkboxes in Account Settings | User Preferences | Appointments give users the option to display appointment times in the Provider's time zone, Patient time zone, and/or Facility time zone when adding or editing appointments to the calendar. See User Account Settings article for details. 

February 28, 2024 Release

Billing 

• Insurance payments manually posted through the Apply Insurance Payment page now require a check or reference number in order to be posted. 
• An issue that caused the inability to process some transactions out of the PTQ was resolved. 
• An issue that intermittently prevented some charges with diagnosis like "Diagnosis Deferred" from being processed out of the PTQ was resolved. 

Demographic Updates Queue 

• An issue that caused some patient entries in the Demographic Updates Queue to be duplicated or unable to be opened was resolved. 

Integrated Credit Card Processing 

• There is a small change when adding credit card details for new payments, credit cards being added to the Card Manager, and patients adding credit card details in MYIO. See Integrated Credit Card Processing Update article for more details. 

Log In 

• An issue with the password expiration feature not prompting users to reset their password when it had expired was resolved.

Patient Chart

• When adding a new diagnosis through the "All Diagnoses" tab, there is now a checkbox for marking it as a "Billing Diagnosis" without needing to navigate to the Billing Diagnoses tab. See Diagnosis Management article for more details.

Permissions

• There is a new permission called "Manage User Accounts" which controls access to the "User Account" tab of both Office Staff and Providers. This permission was automatically given to all users with "Admin Access" permission to maintain access to the tab.

User Time Zone

• The common U.S. time zones are now listed at the top of the “Local Time Zone” drop-down options.

February 20, 2024 Release 

Chart Segmentation 

• Persons & Institutions | Patients | Care Teams has a new “Access” tab for setting which users are or are not allowed to access the patient record. See the Chart Segmentation article for more details. 

February 5, 2024 Release

MYIO | Onboarding 

• MYIO users will no longer have to provide an address when they select an insurance from the system. 

Prospective Patient Management 

• An issue that caused some inactive providers to appear on the Prospective Patients page was resolved. 

Waitlist 

• An issue was resolved which incorrectly displayed an error that "Availability Times cannot overlap" when multiple waitlist entries were added for a single patient. 

January 8, 2024 Release

Account Settings

• There is a new page called Account Settings that will consolidate several other pages into one. The page will contain options to change login email, password, and access User Preferences. The Security Tab on the Account Settings page requires password entry to update the password or change the login email.
• The User Preferences page has been moved from the left-hand navigation menu to the Account Settings page.

See User Account Settings article for more details.  

Email Verification

• Email verification is now required to access Valant. All workarounds to access Valant without a verified email will not allow access to the system. See Valant User Login Email Verification FAQ for more information.

Mobile Notes

• The DSM IV Axis IV Diagnosis field was removed from Mobile Notes.  

MYIO | Demographic Updates Queue

• The Demographic Updates Queue was updated to allow batch-saving demographic updates and saving insurance updates without the need to copy and paste. See the Demographic Updates Queue (DUQ) article for more information.

Permissions

• The Persons & Institutions permission has been broken out into more granular permissions. View or Edit access can now be granted at the page level for each page under the Persons & Institutions menu. (Exceptions: Insurance Companies and Practice, which do not have a view-only permission.)

Articles for reference:

• Permissions for Providers
• Permissions for Staff