Procura®7 Release Notes
Procura Health Management Systems
Copyright © 1992-2011 Procura. All rights reserved
Procura Version
:Document:
Date Created:
Doc. Version:
7
Release Notes
2016-03-08
v.7.02
Corporate Office
Victoria, BC
623 Discovery Street
Victoria, BC
Canada V8T 5G4
T :1.877.776.2872
F: 250.380.1866
U.S. Headquarters
900 Oakmont Lane,
Suite 308
Westmont, IL
USA 60559
T: 888.428.6614
F: 250.380.1866
www.goprocura.com
Australian Headquarters
50 Sylvan Rd, Unit 1
PO Box 1000
Toowong, QLD
Australia 4066
T: 07.38702852
F: 07.3870.2835
Confidentiality and Distribution Limitations
Intended Recipient
The information contained in this document is privileged and confidential information intended for the use of the individual or entity to which it is distributed
by an authorized employee of Develus Systems Inc. If you are the reader of this document and did not receive it directly from an authorized employee of
Develus Systems Inc. or if you are not an employee or agent who is responsible to deliver this document to the intended recipient, you are hereby notified
that any dissemination, distribution or copying of this document is strictly prohibited.
Confidential Information, Distribution Limitations
This document is submitted by Procura (incorporated as Develus Systems Inc.) in good faith guided by the following principles:
This document is for informational purposes only and does not constitute a contract or an offer to contract.
Copyright of this document is retained by Procura, and Procura hereby grants the intended recipients (known hereafter as the “Customer”)
unlimited rights to copy and distribute this document to evaluation staff and advisors under the following conditions:
1.
The Customer will consider this document to be confidential and proprietary to Procura and will not release this document to any persons, other than internal
evaluation staff and advisors, without first obtaining Procura’s express written permission.
2.
The Customer agrees that all information contained in this document, and any additional information supplied by Procura, is confidential and proprietary to Procura
and is presented solely for use by the Customer for the purposes of review and analysis. The Customer agrees that other use thereof, including disclosure of this
information to third parties, is strictly prohibited without the expressed written consent of Procura, except under the following conditions, where all conditions must be
present:
a) The express, prior written consent of Procura has been requested and received;
b) The disclosure of information is for the sole purpose of review and analysis;
c) All third parties are explicitly named, including:
i)
Given and Surname,
ii)
Affiliation to the Customer,
iii)
Employer and/or contractor name,
iv)
Position and title;
d) A written agreement is signed by the Customer and Third Parties to respect the proprietary and confidential nature of Procura and all related documentation;
e) The Customer will send a copy of said written agreement to Procura prior to the disclosure of the information; and
f) The Customer will not make any reference to Procura, or any customers of Procura that are disclosed herein, in any literature, promotional materials, brochures or
sales presentations without the express written permission of Procura.
3. The Customer will not assign or transfer any rights and privileges contained in this document without obtaining the written consent of Procura.
Procura respectfully requests that should any of the above noted conditions be deemed unacceptable to the Customer, that a representative of
the Customer immediately contact Procura for discussion and revision of the conditions before proceeding with the document review. Please
contact:
Procura Release Team
Phone: 1.877.776.2872
E-mail: release@goprocura.com
Announcing Procura 7
Procura 7 brings a fresh approach to daily business processes, like scheduling, and continues the product renewal project.
That means Procura gets even better with a fresh look and new scheduling features that reduce the workload of
coordinators and provide field employees with an easy approach to managing their work. Also in Procura 7, discover
functionality like Best Route, the Clinical Day View, workflow improvements and new PASE question types, that have been
delivered in voluntary releases.
Seven things you can’t afford to miss are:
Cut Scheduling Time: Schedule smarter by automating repetitive processes with Procura’s Scheduling Genius. Based on your organization’s rules, it
automatically identifies and ranks the most suitable employees to fill a visit. Even when no employee meets all the criteria, because the list is ranked, you
still see the most suitable candidates to fill a visit.
Reduce the Time to Fill Visits: Offer work to multiple, suitable employees by e-mail or online in the Procura Employee Portal with the click of a
button. No more call outs unless an employee specifically wants to be contacted by phone (Procura will keep a record of that too). Easily review the status
of all offers and employee’s responses on a single screen to complete a visit booking.
Allow Employees to See When They Work: Procura’s Employee Portal helps you put your employees in control. They can check their upcoming
schedule, respond to offers of work, change their availability and view pertinent client information online anytime.
Automate Processing of CHRIS Offers & Referrals: The Care Information System (CIS) Inbox allows you to effectively manage your CHRIS offers
& referrals by pulling them, on demand, into an easy-to-use, inbox-style workspace. Available in Ontario only.
Get Ribbonized: Ribbonized menus that mimic the Windows user interface are found through most of Procura 7. Ribbons allow users to take
advantage of context-specific toolbars that place key functionality into logical groups for easy access.
Your Day at Your Fingertips: Start, end and run your day from your personal home page in Procura – the Clinical Day View. One-stop access to
documentation, schedules, client information and much more puts your day at your fingertips so that you can focus on what is important – delivering care –
rather than on which screen you are on.
Map Your Day: Procura’s Best Route Mileage Guide helps you to reduce mileage costs and optimize scheduling by providing directions to the client’s
home based on the best route so that your nurses spend more time with clients and less time on the road.
Procura 7- User Release Notes
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FEATURE
BUSINESS VALUE
V6.0
V6.1
Optimize scheduling and reduce mileage costs with Procura’s Mileage Guide.
Available in Australia, Canada and USA.
Automatically find the best qualified employee to fill a visit with the new
Matching Engine.
Offer visits to multiple qualified employees, without ever having to pick up the
phone.
Allow employees to view and update their own availability to work.
$
$
V6.2
V7.0
Scheduling & Availability
Best Route
Scheduling Genius
Scheduling Genius
Procura Employee Portal
$
$
$
Clinical Improvements
Clinical Day View
Start, end and run your day from your personal home page in Procura – the
Clinical Day View. One-stop access to documentation, schedules, client
information and much more puts your day at your fingertips so that you can
focus on what is important – delivering care – rather than on which screen you
are on.
Clinical Pathways
Ensure consistency of care by providing your clinicians with a standardized plan
of care, based on the VNA FIRST Home Care Steps® protocols and/or a care
plan defined by you.
Easily access a list of clients who are due for review.
Care Connection
$
$
$
PASE Enhancements
Data link question type
Image question types
Compare image questions
Categorize custom clinical
assessments
Define a multi-column layout
Audit log
Procura 7- User Release Notes
Link directly to data on the Client Information form from a custom assessment.
Add images, like wound pictures, to assessments – edit and annotate the image
to provide additional information.
Directly compare a series of images – for example, review the healing process of
a wound.
Quickly find the assessment you’re searching for by reviewing specific categories
only.
Make the most effective use of your space in the window by listing multiple
columns on a page.
Review who has made changes to the assessment at any time with a
comprehensive audit log.
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FEATURE
BUSINESS VALUE
V6.0
V6.1
V6.2
V7.0
$
$
$
$
Operational Improvements
CIS Inbox – CHRIS Offers
CIS Inbox – CHRIS Referrals
Add an Effective Date
Streamline CHRIS offers by pulling them, on demand into Procura. Available in
Ontario only.
Effectively manage your CHRIS referrals by pulling them, on demand, into an
easy-to-use, inbox-style workspace. Available in Ontario only.
Add a new bill rate with an effective date in the future, a service dated after the
effective date will transition to the new rate.
Client & Employee Forms
Client and Employee Merge
User definable statuses
Client Vital Statistics
Merge duplicate records together.
Determine how you want to track your clients and employees.
View client vital statistics in a graph.
Service Plan Changes
Funder-specific configurations
Schedule concurrent PRN visits
Authorize hours of service
Expiry dates
Conflict checking
Employee Connection
Prevent over-scheduling of a service.
Ability to schedule concurrent PRN visits.
Service plan authorization can include hours of service in addition to visits.
Set an expiry date for service plans so you no longer need to calculate the end
of a given authorization.
Notified if service plan is scheduled below authorized limit.
Manage employee requirements in a single location.
Workflow Improvements
Workflow and Alerts Engine
Automatically launch
assessments
Promote consistency of action and next step adherence & monitoring.
Launch assessments on completion of a task like new Client Intake.
OASIS Improvements
OASIS-C
Auto-populate generic questions
View/Copy Previous Answer
Review Client Record
Procura 7- User Release Notes
OASIS-C replaces OASIS-B to meet regulatory changes.
Generic questions are now auto-populated with the answer from the prior OASIS
form.
View or copy the previous answer to an OASIS question.
Simultaneously work on an OASIS and review a client record.
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FEATURE
BUSINESS VALUE
V6.0
V6.1
V6.2
V7.0
CallMe! Improvements
Generate Mileage Expenses
Working Alone Alerts
Mileage information from Callme! automatically generates an expense and is
attached to a visit.
Ensure workplace safety, without disrupting care with exception alerts.
New Partnerships
CellTrak
MedShare
CareWatch
Skynet
Procura 7- User Release Notes
Mobile solution with cell phones and BlackBerry.
Mobile solution with BlackBerry and eMotion.
Telephony solution.
Telephony solution.
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TABLE OF CONTENTS
ANNOUNCING PROCURA 7 ........................................................................................................................................................................................................................3
UPGRADING TO PROCURA 7 ....................................................................................................................................................................................................................21
1.2
Pre-Upgrade Procedures .....................................................................................................................................................................................................................21
1.3
Business Preparation ..........................................................................................................................................................................................................................22
1.4
Performing the Upgrade .....................................................................................................................................................................................................................22
1.5
Performing the Installation .................................................................................................................................................................................................................23
1.6
Post-Upgrade Tasks ............................................................................................................................................................................................................................23
1.7
Creating a Procura ‘Lookup’ Version...................................................................................................................................................................................................24
PROCURA 7 ENHANCEMENTS ..................................................................................................................................................................................................................25
1
GENERAL .................................................................................................................................................................................................................................25
1.1
Ribbonizing ..............................................................................................................................................................................................................................25
1.2
City Field Size ...........................................................................................................................................................................................................................27
1.3
Dated Notes Form - Add access right for emailing ...................................................................................................................................................................28
1.4
Client/Employee Schedule - Performance Improvements when closing form ..........................................................................................................................28
1.5
Allow Multi select when Deleting Tasks...................................................................................................................................................................................28
1.6
Performance Improvement .....................................................................................................................................................................................................28
1.7
Add/Del Access Rights - Extend field length to show long descriptions ...................................................................................................................................29
1.8
Add Filter for Diagnosis List on Client Intake Form ..................................................................................................................................................................29
1.9
CRM, Find Contact Form, Performance Improvements ............................................................................................................................................................29
1.10
Client Merge & Employee Merge .............................................................................................................................................................................................29
1.11
PASE – Addition of Grid capability ...........................................................................................................................................................................................32
1.12
PASE – Additional Workflow events ........................................................................................................................................................................................34
1.13
PASE – Addition of Category filter ...........................................................................................................................................................................................34
1.14
PASE – Addition of new Data Link question type .....................................................................................................................................................................34
1.15
PASE – Addition of new Image question ..................................................................................................................................................................................35
1.16
PASE - Image Question Added Fit to Width scaling ..................................................................................................................................................................37
1.17
PASE - Value Question Type –Accept zero as a valid value .......................................................................................................................................................37
1.18
PASE – Ability to copy questions in design mode .....................................................................................................................................................................37
1.19
PASE – Ability to copy an existing assessment .........................................................................................................................................................................38
1.20
PASE – Audit Log ......................................................................................................................................................................................................................38
1.21
Read Only Department Access .................................................................................................................................................................................................40
1.22
New Administrative Reference Number Access Rights ............................................................................................................................................................40
2
EMPLOYEES .............................................................................................................................................................................................................................42
2.1
User Interface- Update Employee Form ...................................................................................................................................................................................42
2.2
User Interface – Update Employee Availability Form ...............................................................................................................................................................44
3
CLIENTS ...................................................................................................................................................................................................................................45
3.1
User Interface- Update Client Form .........................................................................................................................................................................................45
3.2
Additional field – Consent to Share Data .................................................................................................................................................................................47
3.3
Additional field – Est................................................................................................................................................................................................................48
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3.4
3.5
3.6
3.7
3.8
3.9
3.10
3.11
3.12
3.13
3.14
3.15
3.16
3.17
3.18
3.19
3.20
3.21
4
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
5
5.1
5.2
5.3
5.4
5.5
5.6
5.7
6
6.1
6.2
6.3
6.4
7
Additional Field – Country of Birth ..........................................................................................................................................................................................49
User Interface Update - Client Order/Episode form .................................................................................................................................................................50
Additional Episode Folder - Dates ............................................................................................................................................................................................51
Episode Service Plan – Enable Conflict Checking ......................................................................................................................................................................54
Service Plan – Auto Service Plan ..............................................................................................................................................................................................54
Service Plan Configurations .....................................................................................................................................................................................................55
Auto Service Plan enhancements ............................................................................................................................................................................................57
Additional fields added to Client Informal Contact form .........................................................................................................................................................57
Additional Information – Ability to have Categories that are not Department specific ............................................................................................................59
Additional Information – set as Primary ..................................................................................................................................................................................59
PASE - User Interface Update - PASE Client Edit form ..............................................................................................................................................................59
Order - Spec. Rate - Reword error message .............................................................................................................................................................................60
Client Diagnosis Edit Form, Performance Improvements .........................................................................................................................................................60
Client Intake Form, Performance Improvements .....................................................................................................................................................................60
Archive Contacts(SHIN-41) .......................................................................................................................................................................................................60
Client Reference Number Management (BC-Spec47+49) .........................................................................................................................................................61
Client Intake – Birthdate defaulting to ‘today’ .........................................................................................................................................................................62
Dated Note – Add Cancel feature (SHIN-42) ............................................................................................................................................................................62
CLIENTS - USA ..........................................................................................................................................................................................................................64
SoC Date on OASIS updated to reflect a change in the SoC on Episode ....................................................................................................................................64
OASIS – Key commands have been applied .............................................................................................................................................................................64
485 - Add Physician Fax # to Verbal Order Printout Change Request .......................................................................................................................................64
OASIS - RFA Restriction Logic ...................................................................................................................................................................................................64
OASIS - New Validator .............................................................................................................................................................................................................66
OASIS - Validation does not work with Inactivation records ....................................................................................................................................................67
OASIS - Send NA when M0063 does not match accepted Values .............................................................................................................................................67
RFA04 - OASIS - M0090 Date field allows dates prior to 5 days with no warning .....................................................................................................................67
OASIS SOC - M0102 not giving validation error if left blank .....................................................................................................................................................68
CLIENTS - CANADA ...................................................................................................................................................................................................................69
CIS Inbox for CHRIS Offers and Referrals..................................................................................................................................................................................69
MDS-HC J2 ...............................................................................................................................................................................................................................69
MDS-HC Medication and Diagnosis Lookup (HISC-32) ..............................................................................................................................................................69
MDS-HC Diagnosis and Medication Changes (SHIN-38) ............................................................................................................................................................69
MDS-HC Increase/decrease number of Medication entries (SHIN-38) .....................................................................................................................................71
MDS-HC Allow for archiving contact, without changes to locked MDS ....................................................................................................................................72
MDS-HC Changes in Assessment Form (MDS-2010) .................................................................................................................................................................72
CLIENTS AUSTRALIA .................................................................................................................................................................................................................73
DVA PASE 2010 - NO63 – Not generating Specific Rate and not validating for staff visit ..........................................................................................................73
DVA - Break in Care logic PASE 6111 Claim Fee Termination ....................................................................................................................................................73
DVA Spiritus Cognitive questionChange Request .....................................................................................................................................................................73
Spiritus DVA Assessment Print Prompt Change Request (Defect 21424) ..................................................................................................................................73
SCHEDULING ............................................................................................................................................................................................................................74
Procura 7- User Release Notes
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7.1
7.2
7.3
7.4
7.5
7.6
7.6.1
7.6.2
7.6.3
7.7
7.8
7.9
7.10
7.11
7.12
8
8.1
8.2
8.3
8.4
8.5
8.6
8.7
8.8
8.9
9
9.1
9.2
9.3
10
10.1
10.2
11
11.1
12
12.1
12.2
12.3
12.4
12.5
12.6
12.7
Best Route ...............................................................................................................................................................................................................................74
Match Engine...........................................................................................................................................................................................................................74
Offers/Callout ..........................................................................................................................................................................................................................75
User Interface Update - Planner form ......................................................................................................................................................................................79
Group Scheduling – New visit type “Non-Shift” .......................................................................................................................................................................80
Group Scheduling – Ability to add a Status to a Group ............................................................................................................................................................81
Group Scheduling: Schedulable Status Form ............................................................................................................................................................................81
Group Scheduling: Non Schedulable Status Form ...................................................................................................................................................................83
Group Scheduling: Waitlist Status Form ..................................................................................................................................................................................84
Scheduling Environment options - Number of Weeks Option ..................................................................................................................................................85
Durations not updating in Employee Day View when edited ...................................................................................................................................................85
Meals on Wheels - Client Status Change – Work Order SOW4909027161 ................................................................................................................................85
Meals on Wheels - Route Planner – Allow user to add visits to an empty route day ................................................................................................................85
Meals on Wheels - Route Schedule - Performance Improvement ............................................................................................................................................86
Meals on Wheels - Enable Order Service Plans for Meal Deliveries .........................................................................................................................................86
TIMEKEEPING ..........................................................................................................................................................................................................................87
Callme! - Cannot find a visit based on the Phone Number instead of the CVID ........................................................................................................................87
Callme! - Performance Improvements .....................................................................................................................................................................................87
Callme! - Duplicate CVID - Add client phone number to verify correct CVID ............................................................................................................................88
Callme! HL7 import - Callme processing include 0 duration visit (Change Request #21970) .....................................................................................................88
Callme! - Make Pay/Bill Duration enhancements (NW-19) ......................................................................................................................................................90
Callme! - Update the visit Stop Time based on the actual start time .......................................................................................................................................90
Callme! - Ignore Per Visit Records for Duration Exceptions ......................................................................................................................................................93
Callme! - Workflow Queries Performance Improvements .......................................................................................................................................................93
Callme! - Visit Verification – Is set to checked by default .........................................................................................................................................................93
BILLING ....................................................................................................................................................................................................................................94
Billing Rate Records – Ability to Update or Expire records .......................................................................................................................................................94
Batch Payments – Cosmetic issues...........................................................................................................................................................................................99
Data Model changes for payment processing history tracking ............................................................................................................................................... 100
BILLING - USA ........................................................................................................................................................................................................................ 100
UB04 Invoice - Does not report Meals on Wheels .................................................................................................................................................................. 100
Invoices - New Medicare regulation - Update logic condition code UB-04 ............................................................................................................................. 100
ADDITIONAL INTERFACES ...................................................................................................................................................................................................... 101
Additional Interfaces ............................................................................................................................................................................................................. 101
IMPORTS/EXPORTS ............................................................................................................................................................................................................... 103
ADP Payroll Export – Ability to create multiple files .............................................................................................................................................................. 103
Change to GP Payroll export Query ....................................................................................................................................................................................... 103
HL7 Outbound - Use activity change date if newer than visit ................................................................................................................................................. 103
HL7 Outbound - Suppress client phone number .................................................................................................................................................................... 103
HL7 Outbound - Enhancement to employee and visit trigger ref ........................................................................................................................................... 103
HL7 Outbound - Order comments NTE ................................................................................................................................................................................... 103
HL7 Outbound - Send Mobile Employee & Emp. Visits Only Switch ....................................................................................................................................... 103
Procura 7- User Release Notes
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12.8
12.9
12.10
12.11
12.12
12.13
12.14
12.15
12.16
12.17
12.18
12.19
12.20
12.21
12.22
12.23
12.24
12.25
12.26
12.27
12.28
13
13.1
13.2
13.3
13.4
13.5
13.6
13.7
14
14.1
14.2
14.3
14.4
14.5
14.6
14.7
14.8
14.9
15
15.1
15.2
HL7 Outbound - Export screen status filter ............................................................................................................................................................................ 103
HL7 Outbound - Do not prompt for report ............................................................................................................................................................................. 103
HL7 Outbound - Attendance type ADT message with address ............................................................................................................................................... 103
HL7 Outbound - Employee Area STF-11.8 .............................................................................................................................................................................. 104
HL7 Outbound - Trusted partner drop-down select on export ............................................................................................................................................... 104
HL7 Outbound - Client supervisor requirement NTE .............................................................................................................................................................. 104
HL7 Outbound - Add employee ID to visit message ............................................................................................................................................................... 104
Removed the last comma in QHR Payroll Export Change Request ......................................................................................................................................... 104
HH-CAHPS Export .................................................................................................................................................................................................................. 104
SAP Payroll Export - Export files were missing hardcoded values .......................................................................................................................................... 104
QB AR Export - Removed Employee Name FARL .................................................................................................................................................................... 104
HL7 - Callme changes - VONCAN-50 ....................................................................................................................................................................................... 104
HL7 - Outbound VON Medshare changes ............................................................................................................................................................................... 104
HL7 import - Retain scheduled visit activities Change Request .............................................................................................................................................. 105
HL7 - Outbound changes for Medshare eMotion (BAYCORP-127) .......................................................................................................................................... 105
HL7 - VON SAP Payroll Export - Disallow specific attendance type ......................................................................................................................................... 105
HL7 import – Callme! processing include 0 duration visit ....................................................................................................................................................... 105
HL7 import - Completed visit detailed dated note ................................................................................................................................................................. 105
Hl7 import – Now allow mileage to be attached to cancelled visits ....................................................................................................................................... 105
HL7 Outbound CellTrak - Attendance Type Address............................................................................................................................................................... 105
HL7 PROHL7X.EXE - Client Status Transmission Change ......................................................................................................................................................... 105
IMPORTS/EXPORTS USA ........................................................................................................................................................................................................ 106
OASIS Export – Default Filename - Prompt or add seconds .................................................................................................................................................... 106
OASIS C Export - Clinician, Supervisor, Team in CMS_USE Change Request ........................................................................................................................... 106
OASIS - ANSI 270 - 99+ patients GS06 and SE02 - increment by 1 ........................................................................................................................................... 106
OASIS - ANSI 270 - Added validation for Rejection 'missing City/State/Zip' ........................................................................................................................... 106
OASIS - ANSI 837 - I- MSP Export is missing items in secondary claim .................................................................................................................................... 106
ANSI 270 - Code BHT06 only for Medicaid ............................................................................................................................................................................. 106
Billing - New Medicare regulation - Update logic condition code ........................................................................................................................................... 106
IMPORTS/EXPORTS CANADA ................................................................................................................................................................................................. 107
PMI Advanced Export - Performance improvements ............................................................................................................................................................. 107
HL7 - Manitoba Client Registry .............................................................................................................................................................................................. 107
HOBIC Export ......................................................................................................................................................................................................................... 107
HOBIC Export – Fixed a problem with the Ampersand character ........................................................................................................................................... 107
HOBIC EXPORT – We now include the Date Time stamp to the file name .............................................................................................................................. 107
HOBIC Export - Encounter ID.................................................................................................................................................................................................. 107
VON SAP AR Export – Now use | to separate elements in item textChange Request ............................................................................................................. 107
CMIPS II Billing Export - Padded SOC date with spaces Change Request ................................................................................................................................ 108
MoHS MRR Export - Question Type Change ........................................................................................................................................................................... 108
IMPORTS/EXPORTS AUSTRALIA ............................................................................................................................................................................................. 108
Compacks Export - NEW ........................................................................................................................................................................................................ 108
HACC Export - Add Information Validation no longer passes 9 values to MDS ....................................................................................................................... 109
Procura 7- User Release Notes
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15.3
HACC Export - Background Coordination Time....................................................................................................................................................................... 109
15.4
HACC Export –Field Changes .................................................................................................................................................................................................. 110
15.5
CSTDA Export – Field Changes ............................................................................................................................................................................................... 110
15.6
HACC Export - Changes CMS R2-001 and BC-CR104+139 ........................................................................................................................................................ 110
15.7
DVA CNMDS Export - DVA_2010_AU Validation and export to Excel ..................................................................................................................................... 111
15.8
DVA XLS layout Change Request ............................................................................................................................................................................................ 111
15.9
DVA Export – ValidationChange Request ............................................................................................................................................................................... 111
15.10
CSTDA Use Current Address Change Request ........................................................................................................................................................................ 111
15.11
Palliative (NT51) - Do not validate No Staff Visits found in claim period ................................................................................................................................ 111
15.12
DVA - QC 154 Break in Care date logic Change Request ......................................................................................................................................................... 111
15.13
DVA - Discharge/Death not reported in correct period (6119) ............................................................................................................................................... 111
16
REPORTS ................................................................................................................................................................................................................................ 111
16.1
Billing Details Report - Performance Improvements .............................................................................................................................................................. 111
16.2
Client Listing Report - Performance Improvements ............................................................................................................................................................... 111
16.3
Client Dated Notes Report - Performance Improvements ...................................................................................................................................................... 112
16.4
Client Calendar Schedule - Ability to change format .............................................................................................................................................................. 112
16.5
Visit Counts By Funder And Billing Code - Performance Improvement .................................................................................................................................. 112
16.6
Employee Roster Report - Date Column Headers ................................................................................................................................................................... 112
16.7
Client Assessment Report Enhancement ............................................................................................................................................................................... 113
16.8
Capacity Manager - Call Me Hover Feature ............................................................................................................................................................................ 113
17
REPORTS - USA ...................................................................................................................................................................................................................... 114
17.1
California Reporting - Unduplicated Patient Listing and Count .............................................................................................................................................. 114
18
REPORTS - CANADA ............................................................................................................................................................................................................... 114
18.1
Report Writer - Transport Roster Report - Add visit dates ..................................................................................................................................................... 114
19
REPORTS - AUSTRALIA ........................................................................................................................................................................................................... 114
19.1
CRW - GST Payment Report v1 Paid Invoices ......................................................................................................................................................................... 114
19.2
CRW - Staff Productivity Report ............................................................................................................................................................................................. 114
19.3
Exclude DVA Claim Fee Visits from reports ............................................................................................................................................................................ 114
19.4
DVA ONI - Not printing core ONI in 6.2 .................................................................................................................................................................................. 114
DEFECT CORRECTIONS ........................................................................................................................................................................................................................... 115
20
DEFECT CORRECTIONS ........................................................................................................................................................................................................... 115
1
OASIS spell check corrected ................................................................................................................................................................................................... 115
2
OASIS and 485 – Medications not saving linkage to MEDDB or Custom Medications - BPL 6.2.1.5 ........................................................................................ 115
3
Archived service plans showing on the final 485 .................................................................................................................................................................... 115
4
CIS Inbox – Not finding matches based on bill codes ............................................................................................................................................................. 115
5
CIS inbox - Directions to Home field being overwritten ......................................................................................................................................................... 115
6
CIS Inbox - Permanent Address .............................................................................................................................................................................................. 115
7
CIS Inbox - Allows picking of archived funders ....................................................................................................................................................................... 115
8
MDS-HC Comment Changes grid does not expand with the size of the window .................................................................................................................... 115
9
Australia - NB01 not creating with Propase.bpl ..................................................................................................................................................................... 115
10
Employee Schedule report is double-spaced ......................................................................................................................................................................... 115
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Callme! - HL7 EDCCALLS Unique ID in AUX_ID Field ............................................................................................................................................................... 115
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Billing - HCFA 1500 does not use 15 minute units properly .................................................................................................................................................... 116
Edmonton CCLD Summary Report - Sort is incorrect .............................................................................................................................................................. 116
Schedules Date Format and Employee Availability date format ............................................................................................................................................ 116
Billing Details Navigation Buttons Go Grey ............................................................................................................................................................................ 116
Visit that splits over end-of-billing-batch-date duplicates ..................................................................................................................................................... 116
Promaint.bpl 6.0.1.1 Caused Rate Grouper to be mandatory ................................................................................................................................................ 116
Clients Requiring Re-calculation ............................................................................................................................................................................................ 116
Billing Rates Module: Override Pay ....................................................................................................................................................................................... 116
Expenses add via Quick Vis Intake, Description not available ................................................................................................................................................ 117
Billing Batches - No validation when adding blank, new Billing Batch .................................................................................................................................... 117
PROWAM.EXE - Performance Improvement .......................................................................................................................................................................... 117
Visits matched outside variance not included........................................................................................................................................................................ 117
Callme! - Matching Problems with CVIDs 0000 ...................................................................................................................................................................... 117
CVID of 0000 Caused visits to not be matched ....................................................................................................................................................................... 117
ProHL7 looking to SysNextKeys row EDVisits ......................................................................................................................................................................... 117
Accept Schedules Brings Across Allowance Code ................................................................................................................................................................... 117
Detail Printing Format from Web Portal ................................................................................................................................................................................ 118
Conflict Checking & Verified Visits Change Request ............................................................................................................................................................... 118
Batch Processing Report: Dept Filter ..................................................................................................................................................................................... 118
Callme! - Duplicate alerts after visit change ........................................................................................................................................................................... 118
Callme! Allowances - Using Accept Actual button does not generate mileage ....................................................................................................................... 118
Callme! - Only Timeless visits accept duration as actual. ....................................................................................................................................................... 118
Callme! WAM Task - Link Comments to Call (BAYCORP-115) ................................................................................................................................................. 118
Callme! - Employee Maintenance Not Refreshing .................................................................................................................................................................. 118
Callme! Employee Maintenance: OK not transmitting change ............................................................................................................................................... 118
Automatic update will uncheck the Employee ....................................................................................................................................................................... 119
Complete Task - Modular window ......................................................................................................................................................................................... 119
Web Portal - Users can no longer be prevented from selecting dates. ................................................................................................................................... 119
HL7–only_transmit_current_ status ...................................................................................................................................................................................... 119
NW-21 Not calculating correctly ............................................................................................................................................................................................ 119
Visit Activity Script Request (SEHC/CellTrak) ......................................................................................................................................................................... 119
Client Audit Log - Department status change - hide the date 12/30/1899 ............................................................................................................................. 119
Client Audit Log - order stop date is incorrect when order status changes............................................................................................................................. 119
Order Service Plan - changes ................................................................................................................................................................................................. 120
Service Plan Conflict Errors .................................................................................................................................................................................................... 120
Duplicate Dated Notes generated when editing Order/Episode Start Date & Automatic Dated Notes on Status .................................................................. 120
Dated Note - spell check not working .................................................................................................................................................................................... 120
Care Connection, Display Filter Options................................................................................................................................................................................. 120
Client Intake: Can assign contact without contact type ......................................................................................................................................................... 120
Find Directions - MapQuest bugs out on country code CANADA............................................................................................................................................ 121
Visit History Archived Default ................................................................................................................................................................................................ 121
Find Directions Links - Client Information | Address .............................................................................................................................................................. 121
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Error typing full date in to order form ................................................................................................................................................................................... 121
Windows 2008 - 64bit - adding order ..................................................................................................................................................................................... 121
Mobile phone number does not print in client profile report ................................................................................................................................................ 121
Incorrect syntax near 'F' - client intake .................................................................................................................................................................................. 121
Episode Recertify button - allowing duplicate episode dates - same payer source ................................................................................................................ 121
Episode service plan - duration exceeding episode end date ................................................................................................................................................. 122
Client Intake - click OK after select dept causes freezing........................................................................................................................................................ 122
Diagnosis Lookup causing database error on client intake ..................................................................................................................................................... 122
Physician/pharmacy cannot be removed ............................................................................................................................................................................... 122
CRM from Customer form ..................................................................................................................................................................................................... 122
CRM - Error received when viewing Organization contact ..................................................................................................................................................... 122
CRM - Filter for Tasks not working ......................................................................................................................................................................................... 123
Operational Dashboard - SQL Error on import ....................................................................................................................................................................... 123
Dashboard Hour Display ........................................................................................................................................................................................................ 123
Employee - Application folder Theme Issue ........................................................................................................................................................................... 123
GP Export - System Reference for OT calc includes all records ............................................................................................................................................... 123
Cannot terminate employee without planner ....................................................................................................................................................................... 123
After employee intake - Birth Month/Day fields are not populated ...................................................................................................................................... 123
ADP Payroll Export Interface ................................................................................................................................................................................................. 123
When using export in 6.2 - generates Access violation .......................................................................................................................................................... 123
Export does not detect first DVA claim .................................................................................................................................................................................. 123
DVA Export Requirement 5.5 Item codes report staff service ................................................................................................................................................ 123
DVA Export Short Admissions – Reporting Wrong Admission Date ........................................................................................................................................ 124
DVA Export-Item codes paired with specific claim validation ................................................................................................................................................ 124
Requirement /CR 168 Palliative Logic .................................................................................................................................................................................... 124
DVA Bereavement Visits Error Logic (No Staff Service) .......................................................................................................................................................... 124
DVA Palliative visit Date Claim From Issue............................................................................................................................................................................. 124
DVA Break in Care logic issue (Proaus6.1.1.8) ........................................................................................................................................................................ 125
DVA--Requirement 9.4.2 Error No DVA CN Found.................................................................................................................................................................. 125
DVA-Bereavement claim validates next 28 period for staff resource ..................................................................................................................................... 125
HACC 2.0 SLK Logic Error ........................................................................................................................................................................................................ 125
VON SAP Payroll - Attendance type name, pay description, not being exported ................................................................................................................... 125
VON SAP Payroll - Export path is not saved ........................................................................................................................................................................... 126
VON SAP AR Export - Remove Client ID from report Change request ..................................................................................................................................... 126
Rejections on CAHPS manual upload for SHP......................................................................................................................................................................... 126
HH-CAHPS - SHP Export Format Corrections .......................................................................................................................................................................... 126
HH-CAHPS - Export Filename Misspelled ............................................................................................................................................................................... 126
CAHPS export file name ......................................................................................................................................................................................................... 126
HH-CAHPS Export - Label missing & OCS file naming CCN duplication ................................................................................................................................... 126
RFA 3 and 5 not including 0023 line for first visit on RAP & ANSI 837 - exporting 3 LX 0023 lines .......................................................................................... 127
HL7 Outbound - Client activities being sent with Visits .......................................................................................................................................................... 127
HL7 Outbound - Wrong trusted partner options used for client care plan file ....................................................................................................................... 127
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HL7 Outbound - only transmit current status is still sending old statuses .............................................................................................................................. 127
GP Pay Export - not calculating OT correctly .......................................................................................................................................................................... 127
SEHC ADP - Attendance Types ............................................................................................................................................................................................... 127
SEHC ADP Payroll Export - Record Counter ............................................................................................................................................................................ 127
Avanti Payroll Export - export Pay Code Reference Value incorrect ....................................................................................................................................... 127
ACCPAC Payroll: Department Selection Grid .......................................................................................................................................................................... 127
ANSI270 99+ patients ST & SE increment update see 21243 .................................................................................................................................................. 127
Rapid Pay export I/O error .................................................................................................................................................................................................... 127
CSTDA NMDS Export - negative values for blank answers...................................................................................................................................................... 128
HL7 - outbound - client directions appearing in ORM message .............................................................................................................................................. 128
HL7 Care Plan Message sent with incorrect comments .......................................................................................................................................................... 128
HL7 transmitting archived task details ................................................................................................................................................................................... 128
CMIPS II export - change format of 2 hours fields .................................................................................................................................................................. 128
HOBIC - PID-4 missing some data ........................................................................................................................................................................................... 128
HOBIC - OBX-11 segment missing S ........................................................................................................................................................................................ 128
HOBIC - Only the primary informal contact should be printed ............................................................................................................................................... 128
HOBIC - PID-15 missing value when primary language not selected. ..................................................................................................................................... 128
Running ANSI 837 Export produces error ............................................................................................................................................................................... 129
Status Processing - Generating Log File to Procura Temp Folder ............................................................................................................................................ 129
Dated Notes - Body text not sent when using Plain Text ....................................................................................................................................................... 129
Check for updates not placing release notes in proper folder ................................................................................................................................................ 129
Spelling error - User environment options ............................................................................................................................................................................. 129
SP9 error with dated note creation on status change ............................................................................................................................................................ 129
Spelling mistake on CIS referral ............................................................................................................................................................................................. 129
Prompt user message not displaying correctly ...................................................................................................................................................................... 129
General - clipping in department reference numbers ............................................................................................................................................................ 129
HL7 - Error checking on import .............................................................................................................................................................................................. 129
HL7 Passive Mode: PID-33 not being populated .................................................................................................................................................................... 129
HL7 Passive Mode - PID-7 should not include time ................................................................................................................................................................ 130
HL7 - Line Breaks parsed from Hazard Comments .................................................................................................................................................................. 130
HL7 - Care Plan Activities - visit care plan activities can be out of order................................................................................................................................. 130
HL7 - /ALLOW_MULTI_CLTDEPT for Attendance Types .......................................................................................................................................................... 130
HL7 Inbound - Restrict unscheduled attendance types (SEHC-64) .......................................................................................................................................... 130
HL7 Inbound - only one dated note created per day .............................................................................................................................................................. 130
HL7 Outbound - attendance type ADT message PID-2, PID-3 ................................................................................................................................................. 130
HL7 - Employee Transmit Button transmits Attendance Types .............................................................................................................................................. 130
HL7 - Client or Employee Transmit buttons use session instead of DB time ........................................................................................................................... 130
HL7 - outbound. /allow_only_att_types location output is incorrect ..................................................................................................................................... 131
Cannot select existing order to update .................................................................................................................................................................................. 131
HL7 - Unscheduled Attendance type visits created when they should not be. ....................................................................................................................... 131
HL7 - Passive Mode - PID Identifier Other is not being parsed. .............................................................................................................................................. 131
HL7 - Passive Mode - if address options are not used don't print them. ................................................................................................................................ 131
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HL7 - Passive Mode - cannot transmit without Allow_client_validation ................................................................................................................................ 131
HL7 - Passive Mode - The merge message does not need a 1 ................................................................................................................................................. 131
HL7 Passive mode - AO1 seen when AO8 is expected. ........................................................................................................................................................... 132
F1 creates an error................................................................................................................................................................................................................. 132
Department start date not populated by CIS Inbox ............................................................................................................................................................... 132
Procura invoice and ANSI Overwriting in invoice run ............................................................................................................................................................. 132
Combo Invoice - Spelling Mistake .......................................................................................................................................................................................... 132
Delphi 2009 - SetTabPrintTab - Invoices................................................................................................................................................................................. 132
Invoice Summary Report ....................................................................................................................................................................................................... 132
HCFA 1500 Red Preprinted Form -Setup Not Working ........................................................................................................................................................... 132
Clients without Departments Utility ...................................................................................................................................................................................... 132
Database error when trying to delete default department .................................................................................................................................................... 132
Departments: New Department & Department Taxes ........................................................................................................................................................... 133
CR - CallMe: Attendance Types .............................................................................................................................................................................................. 133
Additional Information Module - Subcategories Label Name - Add blank .............................................................................................................................. 133
Delete Employee utility not bringing back expected results .................................................................................................................................................. 133
MDS - Section G1 - Re-implement Contact Lookup ................................................................................................................................................................ 133
Help option in MDS-HC points to wrong folder & Double-click question title returns error ................................................................................................... 133
Med DB - Sort Results Alphabetically ..................................................................................................................................................................................... 133
MOW Add/Del Meal Package in Client Delivery Schedule ..................................................................................................................................................... 133
MOW Stat Holiday conflict checking not working properly .................................................................................................................................................... 133
MOW Meal Labels Report not printing correctly ................................................................................................................................................................... 133
OASIS - Show M0140-M0150 as needed ................................................................................................................................................................................ 134
OASIS - M1016-NA set on RFA09 ........................................................................................................................................................................................... 134
OASIS C Question M2100 in .rep file ...................................................................................................................................................................................... 134
OASIS - episode end date is not saved properly ..................................................................................................................................................................... 134
OASIS - View and copy previous answer brings invalid answers fwd ..................................................................................................................................... 134
OASIS-M1730 print blank form missing PHQ2 scale RFA 1 and 3 ........................................................................................................................................... 134
RFA 9 M1500 - 'Go to Question' does not work ..................................................................................................................................................................... 134
Dependent questions printing to 485 when not answered. ................................................................................................................................................... 134
Custom question "hooks" not functioning - RFA03 / 04 ......................................................................................................................................................... 134
RFA 4, Recertification date rules are incorrect ....................................................................................................................................................................... 135
OASIS Validation Error - Diagnosis code not valid - Showing wrong question ........................................................................................................................ 135
RFA 6 and 9 cannot enter correct M0906 date ....................................................................................................................................................................... 135
M0175 showing active on RFA 4 and 5 v62 ............................................................................................................................................................................ 135
OASIS being sent with incorrect HIPPS code .......................................................................................................................................................................... 135
OASIS Validation - Error on M0104 ........................................................................................................................................................................................ 135
OASIS M2110 answer 1 does not print................................................................................................................................................................................... 135
OASIS M1016 and M1020 Tabbing out of order ..................................................................................................................................................................... 136
OASIS Gen Quest: not printing question body to blank form ................................................................................................................................................. 136
Validation error - M1620 'go to error' - 'M1620 not found'.................................................................................................................................................... 136
HIPPS/HHRG codes remove from OASIS when moved to other episode ................................................................................................................................ 136
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Add OASIS RFA 6, 7, 8 or 9 - bringing in diagnosis - Errors ...................................................................................................................................................... 136
Validation error - M0102 'go to error' - 'M0102 not found'.................................................................................................................................................... 136
OASIS Rept. not printing questions after 18A ........................................................................................................................................................................ 136
OASIS C - M2100 section D if answer is 5 - does not save....................................................................................................................................................... 136
OASIS +7 Fatal file - Invalid Record Length ............................................................................................................................................................................. 136
OASIS M0102 date removing when saved NA then checked .................................................................................................................................................. 136
OASIS-submitted HIPPs cannot have blank HIPPS version ..................................................................................................................................................... 137
OASIS - display issue when opening sent OASIS ..................................................................................................................................................................... 137
OASIS Report: Query Error ..................................................................................................................................................................................................... 137
OASIS Report - Some Sections do not print custom questions ............................................................................................................................................... 137
DSS format of HH-CAHPS contain invalid columns ................................................................................................................................................................. 137
OCS CAHPS export is formatted incorrectly ........................................................................................................................................................................... 137
OASIS access & Clinical Day View........................................................................................................................................................................................... 137
Medications are not being linked with the database ............................................................................................................................................................. 137
Second OASIS export file overwriting initial one .................................................................................................................................................................... 137
Help, About - DLL version numbers not shown ...................................................................................................................................................................... 137
Inserted Objects not saving in dated notes ............................................................................................................................................................................ 137
Coloring for Capacity Manager 0 value .................................................................................................................................................................................. 138
Capacity Manager - Calls Received slowness / incorrect ........................................................................................................................................................ 138
HL7 Inbound - mileage rounding change ................................................................................................................................................................................ 138
6.1 image showing on 6.2 Help .............................................................................................................................................................................................. 138
CRM print out with dated note .............................................................................................................................................................................................. 138
Schedule address field directions popup not working properly ............................................................................................................................................. 138
CRW - Legacy Invoice GST amount incorrect .......................................................................................................................................................................... 138
Create multiple visits: Pay Service not transferred to visits ................................................................................................................................................... 138
Image Compare - duplicate image records are being selected ............................................................................................................................................... 138
PASE Export/Import - Images saved in 6.1 are corrupted in 6.2 ............................................................................................................................................. 138
PASE-Radio Buttons combined with text field writes values .................................................................................................................................................. 139
V6200 PASE Radio button with text, text does not save ........................................................................................................................................................ 139
DVA EXPORT Variation w/Discharge does not stop visit & DVA Variation Defect Discharge .................................................................................................. 139
Defect/CR 22272 Break In care logic (Hosp/Holiday/Rehab) .................................................................................................................................................. 139
NA01 (assessment) creates 2 regular visits ............................................................................................................................................................................ 139
DVA-Break in Care ................................................................................................................................................................................................................. 139
DVA-Calculate Item Number & Generate Claim Fee Visits ..................................................................................................................................................... 139
PASE: Date Question -............................................................................................................................................................................................................ 139
ONI - Dependencies not populating when edited .................................................................................................................................................................. 139
PASE - lookup type answers do not clear from form .............................................................................................................................................................. 139
PASE - Client Supervisor Requirement form missing .............................................................................................................................................................. 140
ONI-CIARR Report - typo in Question 11.1 ............................................................................................................................................................................. 140
PASE-on edit, no prompt to discard changes (using x) ........................................................................................................................................................... 140
Client Assessment Report - Print version unlike screen version of assessment ...................................................................................................................... 140
Visit notes not synching to server. ......................................................................................................................................................................................... 140
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ONI Printed Form................................................................................................................................................................................................................... 140
Blue Care Printed From - Facility Name not required ............................................................................................................................................................. 140
Carer Availability Prints as 4 on ONI ...................................................................................................................................................................................... 140
Master Pay Records attached to Employee File ..................................................................................................................................................................... 140
OASIS Final Claim - Est. PPS - adds PPS amounts of multiple OASIS ....................................................................................................................................... 141
Client Aged -Not detailing actual transactions as in pay proc ................................................................................................................................................ 141
Planner Report Header Does not sort by Planner .................................................................................................................................................................. 141
Visits created on laptop synch back as "invisible visits" ......................................................................................................................................................... 141
POC Console not processing check-ins automatically............................................................................................................................................................. 141
POC installer - SQL Express 205 SP3 on XP Pro SP2 = Blue screen of Death! ........................................................................................................................... 141
POC Installer - Database not attached in 6200 ....................................................................................................................................................................... 141
POC Installer – SQL Express 2005 sp2 install fails when msxml6 sp2 is installed .................................................................................................................... 141
Staff Productivity Report CRW/ Total issues .......................................................................................................................................................................... 141
California Reporting – Counts are off ..................................................................................................................................................................................... 142
California Reporting - Count of unduplicated clients and visits .............................................................................................................................................. 142
CRW: Staff Productivity Detail Report - Admin Time percentage incorrect. ........................................................................................................................... 142
Billable Services CRW/Ver. 3 BC-CR140 Date of death logic backwards ................................................................................................................................. 142
FNIH Invoice - Saving to RTF .................................................................................................................................................................................................. 142
JBC HACC Tax Invoice CRW - Taxes are not displayed in report .............................................................................................................................................. 142
Tax Invoice for EACH Version 9 .............................................................................................................................................................................................. 142
JBC-04- GST Summary Report Invoice #1314 hardcoded to report interface .......................................................................................................................... 142
Compliance CRW report - Clients with correct postal codes still displayed. ........................................................................................................................... 142
HACC Tax Invoice CRW - Fees column contains rounding errors ............................................................................................................................................ 142
CRW-Co-payment report crashes when TC value other than "1" ........................................................................................................................................... 142
CRW: Callme! Exceptions by Client - calls within variance showing No Call ........................................................................................................................... 143
OASIS Report Not Printing Image Questions Correctly ........................................................................................................................................................... 143
Expense & Mileage Report Error ............................................................................................................................................................................................ 143
Client Service Summary Report Visit Total Options ............................................................................................................................................................... 143
Revenue Analysis report columns overlap ............................................................................................................................................................................. 143
TK Detail Summary report not adding columns correctly ....................................................................................................................................................... 143
Funder coordinators from expired orders printing ................................................................................................................................................................ 143
Employee Schedule Report .................................................................................................................................................................................................... 143
MDS-HC Profile Report .......................................................................................................................................................................................................... 143
Labour Rule Exception Report not always displaying category .............................................................................................................................................. 143
CRW: Staff Productivity Detail Report - Case Conference type............................................................................................................................................... 144
CMS Cost Report - Not printing NRS totals ............................................................................................................................................................................ 144
CMS Cost Report - Miss-type for Home Health Aide .............................................................................................................................................................. 144
CMS Cost Report - Not printing Patient counts for service disciplines Title XVIII.................................................................................................................... 144
CMS Cost Report - Not printing counts for Other Part I Statistical Data ................................................................................................................................. 144
Status Drop-Down List not populated for report ................................................................................................................................................................... 144
TK Detail by Employee: Department Name Wrapping ........................................................................................................................................................... 144
Reports: Report of Service ..................................................................................................................................................................................................... 144
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Employee Roster Report: Attend Types & Employee without Visits ...................................................................................................................................... 144
Employee Roster-Field Masking & Justification Issues ........................................................................................................................................................... 144
Employee Roster Report: Summary Actual Supply Issue & Employee Not Avail showing Supply Total .................................................................................. 144
Employee Roster Report using default availability. ............................................................................................................................................................... 145
Employee Roster Report - Hanging and Index out of bounds errors ...................................................................................................................................... 145
Employee Roster Report Defect ............................................................................................................................................................................................. 145
Availability, Booked Visits, & Actual Supply & Print Max per Day Capacity/Supply Calc Error ............................................................................................... 145
Employee Roster Report - Print Employee Category .............................................................................................................................................................. 145
Client Service Summary -discipline order not printing same as chosen .................................................................................................................................. 145
Defect Revenue Analysis Report ............................................................................................................................................................................................ 145
Physicians Order Rep: effective date not filtering properly ................................................................................................................................................... 145
Employee Calendar Schedule Report rows and columns out ................................................................................................................................................. 145
Timekeeping detail by employee report template ................................................................................................................................................................. 145
Employee Calendar Schedule Report producing black line ..................................................................................................................................................... 146
Access Violation in RTL120.bpl .............................................................................................................................................................................................. 146
PPS Report - 'Print Episode Type' not printing any data ......................................................................................................................................................... 146
Employee Schedule report is double spaced .......................................................................................................................................................................... 146
Contact Profile Report - printing ............................................................................................................................................................................................ 146
Labor Rules Exception report ................................................................................................................................................................................................. 146
Client Service Summary Report - column headings overlap ................................................................................................................................................... 146
Client Mailing Labels - Access Violation rtl140.bpl ................................................................................................................................................................. 146
MDS-HC - CAPS section - right click help error ....................................................................................................................................................................... 146
User defined settings cause DB error ..................................................................................................................................................................................... 146
Remove broken button from MDS-HC form ........................................................................................................................................................................... 146
OASIS Report PASE Dependency ............................................................................................................................................................................................ 146
Access Right - Attendance Types... ........................................................................................................................................................................................ 147
HST not displaying on invoice ................................................................................................................................................................................................ 147
Error Posting Message HPG Service: Incoming document not XML ........................................................................................................................................ 147
Archived MDS-HC assessments can still be added in MDS tab ............................................................................................................................................... 147
TK - Define Periods Date change ............................................................................................................................................................................................ 147
'Copy Invoice To' prints arbitrary visit start/stop times on invoice copy ................................................................................................................................ 147
Workflow: Error when deleting tasks .................................................................................................................................................................................... 147
HL7: Attendance Types transmitted with blank CVID ............................................................................................................................................................ 147
User dept access prevents message matching but still display............................................................................................................................................... 147
CIS Inbox not matching department/funder w multiple partners .......................................................................................................................................... 148
CIS Inbox - Allow fields to be double-clicked on - to open a display window ......................................................................................................................... 148
CIS Inbox - Print capabilities .................................................................................................................................................................................................. 148
Employee Schedule Report – Address Field overwriting ........................................................................................................................................................ 148
Callme! Comparison screen creates error Invalid Tag Allowance Claims ................................................................................................................................ 148
Employee Schedule Report - Client Name / Phone Number................................................................................................................................................... 148
CRW - Client Consistency Report - Missing attendance types ............................................................................................................................................... 148
CRW - Client Consistency rpt - Rebooked employee counts incorrect .................................................................................................................................... 148
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CRW - Client Consistency rpt - SQL Error found...................................................................................................................................................................... 148
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CR - PASE Supervisor Requirements include archived in list................................................................................................................................................... 148
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Client Profile report ............................................................................................................................................................................................................... 149
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CMS 1500 1000 Claims Rejected Box 24E Diagnosis Pointer .................................................................................................................................................. 149
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V7 - (New) Billing Details Report Template not holding Funder ............................................................................................................................................. 149
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V7 - Released Code for QB Invoice incorrect value in one field .............................................................................................................................................. 149
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Calculation in QB export enhancement not rounding ............................................................................................................................................................ 149
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Medication Monographs ....................................................................................................................................................................................................... 149
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HL7 outbound - clients listed in error log for employees........................................................................................................................................................ 149
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V7 - Scheduling Group Confirmation Popup ........................................................................................................................................................................... 149
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V7 - HCFA 1500 - Cell 30 not being used ................................................................................................................................................................................. 149
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V7 - Status change in workflow module................................................................................................................................................................................. 149
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V7 - Employee Merge Utility - Error on Merge ....................................................................................................................................................................... 150
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V7 - Employee Schedule Grid: Show Labor Rule Totals .......................................................................................................................................................... 150
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V7 - Linked PASE document will not upload unless reference is set ....................................................................................................................................... 150
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V7 - NW-21 - Custom Mileage Rules - Change to Cancelled Visits .......................................................................................................................................... 150
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V7 - General - change local filtering date format logic ........................................................................................................................................................... 150
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Access Violation rtl120.bpl error when Closing TK Periods .................................................................................................................................................... 150
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V7 -Visit History Generation System Log Entry shows 0 records created ............................................................................................................................... 150
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HL7 Client export - should explicitly exclude attendance types ............................................................................................................................................. 150
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HL7 - Attendance Type Message Construction incorrect (6.0) ................................................................................................................................................ 150
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V7 - Wildcard reporting allow free-form typing in area field.................................................................................................................................................. 151
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Upload License Data - Invalid Pointer Operation ................................................................................................................................................................... 151
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Dated Notes – being saved/sent to recipient if deleted ......................................................................................................................................................... 151
Clients | Select | Dated Notes folder ..................................................................................................................................................................................................... 151
If the user entered a recipient into the To: field in a Dated Note, and then removed that recipient and clicked Save/Send, the note was emailed to that
recipient, even though it had been removed. This problem has been fixed. Dated Notes that do not contain a recipient name will ever only be saved..................... 151
330
Availability/Employee Roster Report - Midnight Start ........................................................................................................................................................... 151
331
V7 - Task Event Client status activation not working ............................................................................................................................................................. 151
332
V7 - Schedule Generation - File & System Log ........................................................................................................................................................................ 152
333
V7 - Weekly Planning Rpt converting repeating durations incorrect ...................................................................................................................................... 152
334
V7 - Celltrak - HL7 - Inbound - Unscheduled client visit .......................................................................................................................................................... 152
335
V7 - URN number on Client Co Payment Report only displays 9 digit ..................................................................................................................................... 152
336
Defect/CR: HH-CAHPS Min CMS Export CSV .......................................................................................................................................................................... 152
337
V7 - Client Service Summary Report - Wrong Table Queried .................................................................................................................................................. 152
338
BC SPEC 50 Waitlist Status not option for Scheduling Group ................................................................................................................................................. 152
339
SEHC-ADP Payroll Export ....................................................................................................................................................................................................... 152
340
Medication Profile Report columns overwriting .................................................................................................................................................................... 153
341
Client Ref no Stat Rep points to wrong table ......................................................................................................................................................................... 153
342
HL7 - Duplicate visit / travel time entries ............................................................................................................................................................................... 153
343
V7 - Client schedule: employee search filter inaccuracies ...................................................................................................................................................... 153
344
V7 - 'Copy Invoice To' prints arbitrary visit start/stop times on invoice copy ......................................................................................................................... 153
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345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
V7 - Refresh issues in payment processing Filters and visits .................................................................................................................................................. 153
V7 - Batch payments - edit reversal from unposted batch - error .......................................................................................................................................... 153
V7 - Premium Pay Utility - Rounding error with start/stop time? .......................................................................................................................................... 153
V7 - status generation is stopping the schedule records from generating forward ................................................................................................................ 153
V7 - Callme - visits showing zero's in mileage column ............................................................................................................................................................ 153
V7 - Close TK Period - Check for unverified visits ................................................................................................................................................................... 154
V7 - TK - Previous period visits showing in current ................................................................................................................................................................ 154
Client Care Connection spelling error in filter options ........................................................................................................................................................... 154
ONI--Prox.bpl 6.1.1.8--Equipment comments exceed deselect .............................................................................................................................................. 154
Work Order JBC-20 incorrectly totaling hours ........................................................................................................................................................................ 154
Reports: Collection Letter Report/Client Aged ....................................................................................................................................................................... 154
HL7 - Transmission - Performance Improvements ................................................................................................................................................................. 154
Availability/Employee Roster Report - Midnight Start ........................................................................................................................................................... 154
QB AR Export - FARLs from wrong funder being applied ........................................................................................................................................................ 155
Client Aged Report - Templates and Specific Transactions ..................................................................................................................................................... 155
V7 - Show Labor Rules in Scheduling - Colors disappear ........................................................................................................................................................ 155
OASIS Calculate PPS on the fly Access Rights ......................................................................................................................................................................... 155
Duplicate CVID - Same Employee Same Day possible ............................................................................................................................................................ 155
155
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Upgrading to Procura 7
1.2 Pre-Upgrade Procedures
System Administrator Pre-Upgrade Tasks
This document outlines the procedures that should be followed by the System Administrator performing an internal or self upgrade. It will cover the
installation of Procura V7, as well as the instructions on upgrading your database.
The following outlines the tasks that should be completed in preparation for the upgrade:
1. Access the Discussion Forum:
a) Go to this link: www.goprocura.com.
b) Click the Discussion Forums link and login. If you have not registered on the Forum, please follow the instructions on the screen to
register. You will need to know your Procura Tracker User Login name to register.
2.
Download the following items: These will be located on the Discussion forum http://24.68.237.6:235/viewtopic.php?t=549
a) Procura 7 Upgrade Webinar
b) ProcuraInstaller_DatabaseUpgrade_7.exe or database upgrade script (optional)
c) ProcuraInstaller_Basic_7.exe
d) ProcuraInstaller_POC_7.exe
e) Upgrading the Procura Database Guide
f)
Installing and Upgrading Procura
g) Installing and Upgrading Procura for POC
h) Procura 7 Release Notes
3. View/Attend Upgrade Webinar: The Webinar will be conducted by a Procura Release Management team member. It is highly recommended
that you attend prior to upgrading.
4. Review Documentation: Prior to upgrading, we recommend that your System Administrator:
a) Arrange for IT/IS Contacts and other Contacts to attend the Webinar.
b) Print and reviewUpgrade and Installations Guides.
c) Print and review Release Notes.
5. Plan for the upgrade: Typically, an upgrade will take approximately 1 - 2 hours. So, please prepare your staff for the down time. If the down
time is too long, try using a backup as a lookup-only access. See appendix A “Creating a lookup version”.
6. Perform a backup: The database upgrade will perform a backup for you. Your IT personnel should confirm that there is enough disk space to
completely backup the database. The Upgrader will backup the data to your MS SQL Server’s default backup path. If the upgrade fails or a
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database problem is detected, the Database Upgrader will perform the restore as well.
7. Ensure that the PC that will be used to upgrade the database has the appropriate database management tools and email capabilities, as well as
access to the files required for the upgrade.
1.3 Business Preparation
Procura 7 has innovations that will help you to improve your operations, streamline processes, and provide additional supports to your end-users, direct
service staff, clients, and other stakeholders. In order to take the best advantage of the solutions that we offer, we suggest that your business leaders plan
your upgrade by:
1. Review Procura’s Release Notes and highlight the items that you wish to implement. You may wish to request that your System Administrator
upgrade a Training/Test database so that you can review these new features and capabilities, determine how they will fit within your business,
improve process, and decide upon an end-user training programme that will ensure that you take best advantage of the new innovations.
2. Obtain professional assistance: Procura offers Application Consulting services to help you with the planning and training of the v.7 solutions. If
you are interested in engaging Procura to help you with the business-level preparations for the upgrade, please contact your Account Manager.
1.4 Performing the Upgrade
You can perform these steps to upgrade your Test/Training database, and also for upgrading your Live/Production database. We recommend that a training
or test environment be upgraded prior to upgrading your production environment. This process will take approximately 1 to 2 hours to complete:
1. We ask that you notify the Procura Support team by e-mail and let them know of the date/time that you plan to upgrade your live database.
2. If you are upgrading a test/training database, when you run the installer please remember to direct the install to a separate folder than the default
c:\Program Files\Develus\Procura. This will ensure that you don’t overwrite your production installation (Procura takes a backup of the files,
however it will save time to point to a path such as c:\Program Files\Develus\Procura\7).
3. Ensure that all synchronization users have synchronized and checked in their information to the server database.
4. Ensure that no users are logged in to Procura.
5. Uninstall your Procura 6.x from Add\Remove Programs (Control Panel).
6. If you are using the PoC, you also need to uninstall SQL Express (same as above).
7. Run the Procura 7 Database Upgrade utility ProcuraInstaller_DatabaseUpgrade_7.exe. See the document Upgrading the Procura Database for
instructions on running this utility. By default, the Procura 7 Upgrade utility will create a backup of your Procura database. If any errors occur
during the database upgrade process, the Procura 7 Upgrade utility will also restore your database using the backup it took.
NOTE: If the option to create a backup is NOT selected, it is highly recommended that you cancel the database upgrade utility and
manually create a backup of your database before restarting the database upgrade process. If an error occurs, contact the Procura Help
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Desk at 1-877-776-2872 ext 1 or email Support@goprocura.com.
1.5 Performing the Installation
1. Run the Procura 7 installer ProcuraInstaller_Basic_7.exe on each workstation that has the Procura client installed. For more information on using
the Procura 7 installer, see the document Installing and Upgrading Procura for step-by-step instructions. You must run Procura v.7 installer
on all client workstations or application servers that require an upgrade. You must complete this step for at least one workstation in order to
proceed with the upgrade procedure. For installation instructions for Procura on POC Devices, refer to Installing and Upgrading Procura for
POC.
1.6 Post-Upgrade Tasks
The following outlines the tasks and checks after the upgrade has been performed:
1. After completing the upgrade, email the license data to Procura.
2. Update your CRW Data Dictionary files:
a. Download the files from the Discussion Forum: Upgrade Files | Service Packs and Library Updates | Procura v.7 Upgrade Files.
(Right-click on v.7_CRW_Data_Dictionary.zip, select Save As, and save to a local drive).
b. Unzip the files.
c.
Load Procura using a User Name that has System Administrator privileges.
d. Select Maintenance | Administration | Load Data Dictionary.
e. Click Load Data Dictionary Tables. Browse for and select the file: 1-RPTTABLE.PDD.
f.
Click Load Data Dictionary Fields. Browse for and select the file: 2-RPTFIELD.PDD.
g. Click Load Data Dictionary Joins. Browse for and select the file: 3-RPTJOINS.PDD.
3. Log in to Procura using a User Name that has System Administrator privileges.
4. Go to Maintenance | Utilities | Check Database Structure to check the database structure.
There should be no missing Metadata in the left-hand column. Additional Metadata can exist if you are using any kind of Procura customization,
(e.g., dashboards) within normal operating parameters. However, if there is missing Metadata, contact the Procura Help Desk immediately.
5. When logged in to Procura as the System Administrator, go to Maintenance | Administration | Update Procura Tables. You will be prompted
to continue. When the update is completed click OK.
6. Once the update of Procura tables is complete, update the System Administrator access rights. This is done by going to Maintenance |
Administration | User Administration and by giving the System Administrator’s access group all new access rights for Actions, Forms, Menus,
Menu Options and Reports. Refer to your Release Notes for lists of the new access rights that are available.
7. Update other User Groups as needed.
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8. If you use any standalone applications, (e.g., Generation, Status update, Visit History Calculation), you must ensure that you replace these
executable files with the new files. These can be found under Procura v.7 Upgrade & Installation Files.
9. If your agency uses Synchronization, see the document Installing and Upgrading Procura & POC.
10. Allow the end users to log back into Procura when their PC’s have been upgraded with the new executable file.
11. Ask your users to select Help | Check for Updates. This will automatically download updates and provide them with the ability to install them.
1.7 Creating a Procura ‘Lookup’ Version
1. Backup your Procura database. Create a new database and restore the backup you just created to this database.
2. On a user's computer, create a new database connection to the “Lookup” database using ODBC or the Procura Connections utility. For more
information, see the appendices in the document Installing and Upgrading Procura & POC.
3. Copy the Procura application files that are usually found in C:\Program Files\Develus\Procura to a new temporary location.
4. On the user’s desktop, create a new shortcut to the WinPro.exe you have just moved. Right-click on the shortcut and select Properties. On the
Shortcut tab in the Target window you will see the path to the Winpro.exe. Type -d after WinPro.exe followed by the name of the database
connection created in step 2 above.
5. Test the connection by logging into Procura.
6. Add a reminder message to remind users that this database is for “Lookup only”. This can be done by going to Maintenance | Administration
| System Options and clicking the Prompt Users tab. Enter an appropriate message and make sure that the “Prompt Users with message when
logging into Procura” checkbox is checked.
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PROCURA 7 ENHANCEMENTS
Note: These release notes provide the detail for enhancements applied from Version 6.2 to 7.
Please refer to 6.0–6.1 and 6.1-6.2 release notes for details on enhancements released in the voluntary upgrade versions.
1
GENERAL
Title
1.1
Description
Ribbonizing
Ribbonized menus that mimic the Windows user interface are found through most of Procura 7. Ribbons allow users
to take advantage of context-specific toolbars that place key functionality into logical groups for easy access.
ID #
Roadmap
Item
Selecting ‘Minimize the Ribbon’ via a right mouse click from the task bar will give you the ability to ‘hide’ icons.
Throughout Procura, you will see a little Hammer/Wrench icon. This will provide access to configuration options.
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Reports are now available on the tabs to which it pertains to. For example, the Client related reports will be found
under the Client tab. These reports are still available under the Reports tab and the Management tab and the
access rights still apply.
A Widget well down has been added to the Procura title bar. This allows the user to add Favorites and Tasks to
the title bar.
The Favorites panel replaces the old Configure Tools option. This will get you linked to other documents, web
sites, etc…
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Select items can be added by clicking on the Add option within the Favorites box. The following form will be
displayed;
This form allows you to browse for select items that the user prefers to have accessible from Procura.
There is also a Widget available to add Tasks. This will expose a Task panel which simply provides a smaller
footprint of tasks. They are still accessible from the Scheduling tab under Tasks or from the Planner.
1.2
City Field Size
The City description field has been increased to allow for 30 characters throughout Procura.
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1.3
Dated Notes
Form - Add
access right for
emailing
We have added a new access right called ‘Email Dated Note’ that affects Dated Notes. If this access right is
active, the Save/Send buttons and prompts will display as ‘Save’ whenever there is no access to the Send function.
In addition, everything that relates to email will be hidden from view on the Dated Notes form. This access right
will be ignored when using the paging functionality and the various read-only dated note functions, (e.g., email
license information, etc).
22621
1.4
Client/Employee
Schedule Performance
Improvements
when closing
form
Allow Multi
select when
Deleting Tasks
Scheduling | Client/Employee Schedules
Initially, there were significant performance issues occurring whenever a client/employee schedule was closed. This
update improves how the options in client and employee scheduling are read and saved to the system registry.
Users should see an overall improvement in the performance of between 28% and 34% from previous versions of
Procura.
22169
Scheduling | Tasks | Enable multi-select
Initially, if multiple tasks were selected and the user right-clicked any one of them, both the ‘Complete’ and the
‘Postpone’ shortcut menu options would affect all of the selected tasks. We have extended this solution so that
users are now allowed to multi-select tasks for deletion. Note that this functionality is limited to user-generated
tasks only.
We have changed the compiler settings for the WinPro.exe utility so that the performance is improved.
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1.5
1.6
Performance
Improvement
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1.7
1.8
Add/Del Access
Rights - Extend
field length to
show long
descriptions
Add Filter for
Diagnosis List
on Client Intake
Form
1.9
CRM, Find
Contact Form,
Performance
Improvements
1.10 Client Merge &
Employee Merge
Maintenance | Users | User Administration
The field length on the Access Rights form has been extended so that access rights that have long names can be
seen in full on the following forms:

Users | Access Rights | Add/Del

Groups | Group Access Rights | Add/Del

Rights | Access Rights
21656
Clients | Client Intake | Find Client | Client Intake
The drop-down boxes for the Diagnosis Code and descriptions on the Client Intake form now display only nonarchived diagnosis records.
22353
Maintenance | Customer Relationship Manager
The loading and operation performance of the Find Contact/Contact Found form that is used by the Customer
Relationship Manager (CRM) has been improved. We have changed the form so that it now displays records based
on the filters that are selected by the user, instead of displaying all records.
Duplicate client or employee records may accidentally be created. Therefore, we have created Client Merge and
Employee Merge utilities to enable the user to merge into one record the information that is stored in the duplicate
records.
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Item
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Note: records that are attached to Scheduling Groups and those that are checked out to the Point of Care Server
cannot be merged.
Maintenance | Utilities | Client Merge Utility or Employee Merge Utility
1.
2.
3.
Select the Client to Keep via the Select Client button.
Select the Client to Delete via the Select Client button on the right side of the Cilent Merge Form.
Click Merge.
4.
You will be prompted with a confirmation form.
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5.
6.
7.
Procura 7- User Release Notes
Click Yes and another confirmation prompt is displayed.
Click Yes again and Procura will display the following prompt indicating that the merge is complete
and suggests the user review the results.
Click OK and Procura will bring you to the client record for review.
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Note: Procura’s System Log will record the merge for reference.
1.11 PASE – Addition
of Grid
capability
PASE Design
We have enhanced PASE to provide the ability to display questions differently. Previously, questions displayed
vertically. The grid option allows you to alter the display of the questions.
Roadmap
Item
The user now has access to a ‘Layout’ tab within the properties of a page.
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The layout tab provides the ability to determine how many columns will be displayed for every row of questions.
Further to the number of columns, you can also define what percentage of real estate the question will use.
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1.12 PASE –
Additional
Workflow events
Maintenance | General Setup | Assessments
We have added two additional workflow events that occur whenever a PASE document is saved. See also defect
#19467:

Adding/Editing a PASE Document to a Client – Save event type. “PASE – SAVE” Event
 Editing a Client's existing PASE Document - Save event conditions. “PASE Document” Condition
1.13 PASE – Addition
of Category
filter
Maintenance | General Setup | Assessments
A new filter has been added to the Assessments/Surveys form, which enables the user to filter by the assessment
category.
1.14 PASE – Addition
of new Data
Link question
type
We have added a new Data Link question answer type to the design of PASE assessments. The Data Link answer
type provides a link from a PASE document to a specific folder in the Client Information form. Clicking the link will
open the form, and then display the specified folder. Note that the user will have limited use of that form. The
following is a list of available data link answer types:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
Procura 7- User Release Notes
Roadmap
Item
Additional Information
Allergies
Attributes
Care Plan
Comments
Contacts
Dated Notes
Meals
Meds/Drugs
Nutrition
Physical Environment
Service Requirements
Visit History
Vitals
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1.15 PASE – Addition
of new Image
question
We have added an Image answer type which will provide for an image to be inserted into
an assessment question. When the assessment is delivered, the user can use a built-in
editor to modify the image or to add annotations to it.
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Item
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A Compare Images form (located from the Assessment page in the client record) enables
the user to compare annotated or modified images. This is helpful if they want to relate
images that are taken during the course of a client's order or episode, or when they want
to compare images from one order or episode to another. For example, they might
illustrate the healing progression of a wound using a comparison of photographs that were
taken while the client was receiving service from your organization.
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1.16 PASE - Image
Question Added
Fit to Width
scaling
1.17 PASE - Value
Question Type –
Accept zero as a
valid value
1.18 PASE – Ability to
copy questions
in design mode
The user can now set PASE image questions that contain a default image so that they will automatically be scaled
to fit within the image question section. We have also added the ability to scale the image so that it fills the width
of the section, without affecting its height.
21860
Previously, if a value of zero was entered for a ‘Value’ question type, it was treated in the same way as it would if
the question was unanswered. So it was not saved. Now, Zero values are stored with the question, and are both
displayed and printed. This enhancement also applies to PASE answers for Value type and Value Range type
questions as well. The record will be considered unanswered only if these fields are left empty.
We have enhanced the PASE designer to give the user the ability to copy PASE questions from one page to another
or from one document to another during the design mode. This option if available via right mouse click on the
question via design mode or under the Edit menu.
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Item
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1.19 PASE – Ability to
copy an existing
assessment
We have enhanced PASE to give the user the ability to copy a PASE assessment within the client record. This
option is available via the ‘copy’ icon when a particular assessment is highlighted.
Roadmap
Item
1.20 PASE – Audit
Log
This is a customer sponsored enhancement that supports the ability to maintain a history of changes for PASE
document content. This enhancement will be enabled as a Procura licensing option labeled PASE Audit Log.
When the license is enabled, the Assessment folder/page will display a View Changes icon.
Roadmap
Item
To display the Changes to a given PASE document, the user will highlight the PASE document and then click the
View Changes icon. A display that summarizes the changes will be presented to the user.
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Should the user wish to display a more detailed view of the changes for a given Change record, the user will
highlight the record and click the Details button.
Following are the types of PASE changes that will be audited:


Procura 7- User Release Notes
Edits that change PASE question values
Removed values from PASE questions
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

1.21 Read Only
Department
Access
Editing Completed PASE documents
Custom Question type value changes
This is a customer sponsored enhancement that provides a business solution where their Procura users see more of
the client record so that they are able to understand the client's needs in relation to other activities which are
ongoing or historical. This need would involve allowing configured users to view but not edit or report on limited
information in departments other than those for which they have been granted access. Essentially, this provides a
user read only access to Client Department information provided the client is registered to a Department that the
user has access to.
22792
Configuration steps:
1. To take advantage of this functionality you will need to add the Cross Department View-Only
system reference with a value of Yes. Under the Maintenance | System Options menu on the Reference
tab you will need to add the Cross Department View-Only system reference.
1.22 New
Administrative
Reference
Number Access
New Access rights are available for Client, Employee and Episode References. They are;
Name
Administration Client Reference Numbers – Delete
Procura 7- User Release Notes
Allows the user to delete a Client Reference values.
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Rights
Administration Client Reference Numbers – Edit
Administration Client Reference Numbers – View
Administration Employee Reference Numbers – Delete
Administration
Administration
Administration
Administration
Administration
Procura 7- User Release Notes
Employee Reference Numbers
Employee Reference Numbers
Episode Reference Numbers –
Episode Reference Numbers –
Episode Reference Numbers –
– Edit
– View
Delete
Edit
View
Note: the user must also have access to ‘Edit’ in order
to delete.
Allows the user to edit a Client Reference value.
Allows the user to view the Client Reference value.
Allows the user to delete an Employee Reference
values. Note: the user must also have access to ‘Edit’
in order to delete.
Allows the user to edit an Employee Reference value.
Allows the user to view the Employee Reference value.
Allows the user to Delete an Episode Reference value.
Allows the user to Edit an Episode Reference value.
Allows the user to View an Episode Reference value.
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2
EMPLOYEES
Title
2.1
Description
User Interface- Update
Employee Form
We have updated the Employee Information form to use the ribbon interface. It has also been updated
from a Tab View to a Page of Folder view.
ID #
22562
The user has the option to configure which pages/folders are displayed and in which order they are
sorted. This is configured by clicking on the hammer/wrench icon in the top left hand corner of the form.
The Employee Form Options is displayed. Deselect items that you would like hidden from view and use
the up /down arrows to sort the folders in order of preference.
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2.2
User Interface – Update
Employee Availability
Form
Procura 7- User Release Notes
We have updated the Employee Availability form to use the ribbon interface.
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3
CLIENTS
Title
3.1
Description
User Interface- Update
Client Form
ID #
We have enhanced the Client form to use the ribbon interface. It has also been updated from a Tab View
to a Page of Folder view. Note: the PASE tab is now referred to as the Assessment folder.
The user has the option to configure which pages/folders are displayed and in which order they are
sorted. This is configured by clicking on the hammer/wrench icon in the top left hand corner of the form.
The ‘Client Form Options’ is displayed. Deselect items that you would like hidden from view and use the
up /down arrows to sort the folders in order of preference.
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3.2
Additional field –
Consent to Share Data
This is a customer sponsored enhancement that includes a checkbox called Consent to Share Data
located on the Client General form. This gives the user the ability to mark whether or not they have
received consent from the client to share data. Default is on.
There is an option to disable the field via a system reference.
Field
Label
Value
Other fields
Procura 7- User Release Notes
Value
DISABLE_CLIENTS_CONSENT
Must be YES
Other fields within the System Reference will be ignored and therefore can
have any value.
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3.3
Additional field – Est.
This is a customer sponsored enhancement that adds a Est. checkbox beside the Birthdate field. This
gives the user the ability to mark whether or not the Date of Birth has been Estimated. Default is
unchecked.
There is an option to disable the field via a system reference.
Field
Label
Value
Other fields
Procura 7- User Release Notes
Value
DISABLE_CLIENTS_ESTBIRTH
Must be YES
Other fields within the System Reference will be ignored and therefore can
have any value.
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3.4
Additional Field –
Country of Birth
This is a customer sponsored enhancement that adds an additional lookup called Country of Birth on
the Client General form. A new Procura lookup table has been added called CountryofBirth that will
contain customer defined values.
There is an option to disable the field via a system reference.
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Field
Label
Value
Other fields
3.5
User Interface Update Client Order/Episode
form
Procura 7- User Release Notes
Value
DISABLE_CLIENTS_COUNTRYBIRTH
Must be YES
Other fields within the System Reference will be ignored and therefore can
have any value.
We have enhanced the Client Order/Episode forms to use the ribbon interface.
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3.6
Additional Episode Folder
- Dates
Procura 7- User Release Notes
This is a customer sponsored enhancement that includes the addition of a new folder within the client
Episode called Dates. This allows the ability to store multiple occurrences of date driven activities at the
Episode level.
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Additional Lookup table set up is required to populate the Episode Date form;
Refer to the online help menu for detail set up instructions:
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3.7
Episode Service Plan –
Enable Conflict Checking
We have enhanced Procura to enable Service Plan Conflict Checking. In order to enable the Service Plan
conflict checking, the Department must be configured as shown below. This configuration is required for
every Department you wish to enable this for.
Roadmap
Item
3.8
Service Plan – Auto
Service Plan
For some Funders that have pre-defined Service Plans that are common for every Order/Episode, we have
enhanced Procura to auto-populate predefined Service Plans when client order/episodes are added. This
is configurable at the Funder/Department.
Roadmap
Item
The user adds them via Maintenance | Billing Setup | Funders | Department | Auto Serv. Plans tab
It should be noted that the Auto Service Plan records will only be added to the new Orders that are
entered after the defaults are defined on the Auto Serv. Plan tab. Any existing Orders are not changed.
Procura 7- User Release Notes
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3.9
Service Plan
Configurations
Procura 7- User Release Notes
Service Plans are configurable at the Department/Funder level. The following options are available;
Label
Service Plan Use Discipline
Value
YES
Service Plan Auth Required
YES
Service Plan Auth Lookup
Service Plan Auth Free Form
a valid
lookup
table
YES
Service Plan is Required
YES
SP Conflicts Force to Planner
YES
Roadmap
Items
Action
Displays unique DISCIPLINES for the orders default
bill table. Otherwise, displays bill tables SERVICE
TYPES.
Service Authorization will be a required field to save
service plan
A drop-down box will be displayed instead of a
textbox. Note: A lookup table must be defined in
order for the drop-down box to display.
The user may enter free form in the drop down
control
Does not allow user to close Order/Episode Edit form
without adding at least one Service Plan. The
following Error message will be displayed "ERROR:
Service Plan required for Client Order/Episode.".
During conflict checking, the user will not be allowed
to book the conflicted visits. The user still has the
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SP Override Client Audit Log
YES
SP No Disciple/Service Type
YES
SP Authorization Required
YES
SP Conflict Custom Service
YES
Service Plan Auth Mask
YES
ability to delete the conflicted visits. During the
Schedule generation, the visits will be booked to the
Planner.
If a user books a conflicted service plan visit then a
Client Audit Log record will be generated to indicate
that a service plan conflict was booked. Note: only if
SP Conflicts Force to Planner is not specified
If no service plan by Disciple or Service Type is
found for the visits, this generates a conflict.
If the service plan does not have a value in
Authorization field this generates a conflict.
Any Custom service plans will generate a conflict but
will be defaulted to booked. So, they will still be
schedulable and will be conflicted for information
only.
Enables you to set up a field mask for the Service
Plan Authorization Field. Note: The mask is limited
to 20 characters.
If you have a license to use the Meal Delivery module, you can set up the following Funder/Agency
Reference Labels (FARLs):
Procura 7- User Release Notes
Label
Service Plan Use Discipline
Value
YES
Service Plan Auth Required
YES
Service Plan Auth Lookup
Service Plan Auth Free Form
a valid
lookup
table
YES
Service Plan is Required
YES
Service Plan Auth Mask
YES
MD-SP Ignore Zero $ Rates
YES
Action
Displays unique DISCIPLINES for the orders default
bill table. Otherwise, displays bill tables SERVICE
TYPES.
Service Authorization will be a required field to save
service plan
A drop-down box will be displayed instead of a
textbox. Note: A lookup table must be defined in
order for the drop-down box to display.
The user may enter free form in the drop down
control
Does not allow user to close Order/Episode Edit form
without adding at least one Service Plan. The
following Error message will be displayed "ERROR:
Service Plan required for Client Order/Episode.".
Enables you to set up a field mask for the Service
Plan Authorization Field. Note: The mask is limited
to 20 characters.
Meal Packages can also be used to incorporate no-
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MD-SP Authorization Required
YES
MD-SP No Discipline/ServType
YES
MD-SP Conflict Custom ServPlan
YES
MD-SP Conflict: Force Planner
YES
MD-SP Override: Cl. Audit Log
YES
cost (to client) add-ons to deliveries, such as to give
instruction on the type of beverage to be supplied.
Detects if the scheduled Meal Packages’ Service Plan
has an Authorization value defined for it.
Detects if the scheduled Meal Packages’ Service Type
(or Discipline) has a Service Plan defined for it.
Alerts the user via Conflict Checking if the Meal
Delivery Visit contains Meal Package(s) that have a
Service Type (or Discipline) that has a corresponding
Custom Service Plan entry.
Prevents the user from fully booking visits that
encounter a Service Plan Conflict
When a Service Plan conflict is detected. and the
default “Planner” Scheduling Action is assigned to
them, if the user overrides the Planner action and
proceeds with a Book action, the override will be
recorded in the Client’s Audit Log
3.10 Auto Service Plan
enhancements
Maintenance | Funders | Departments | Auto Service Plans

Auto Service Plans now supports PRN with expiry dates.

Auto Service Plans now display service types that are for MEALS.

Estimated Counts on Order/Episode Service Plan Tab - now displays Number of
Meals and Total Costs for MEALS.
3.11 Additional fields added to
Client Informal Contact
form
This is a customer sponsored enhancement that includes the addition of several new fields on the Client
Informal Contact form. The new fields are;
Label
Gender
Date of Birth
Est.
Checkbox option with default as
unchecked.
Ethnicity
This is a lookup field that references the
Ethnicity Lookup table.
This is a Lookup field that uses a new
lookup table called COUNTRYOFBIRTH.
Lookup field that uses a new lookup
table called RESIDENCYSTATUS. This
Country of Birth
Residency Status
Procura 7- User Release Notes
Description
This is a Lookup that references the
Gender lookup table.
Date field with Calendar.
21749
Details
Allows the user to select a
Gender option.
Allows the user to select a Date
of Birth option.
Allows the user to indicate
whether the Date of Birth has
been Estimated.
Allows the user to select an
Ethnicity option.
Allows the user to select a
Country of Birth option.
Allows the user to select the
appropriate Residency Status
57 of 155
Procura 7- User Release Notes
Main Language at
Home
lookup table is populated with the
following values:
1.
Co-resident Carer
2.
Non-resident Carer
This is a lookup field that references the
Languages lookup table.
Multiple Care
Recipients
Checkbox option with default
unchecked.
Characteristics
This is a lookup field that uses a new
lookup table called
CARERCHARACTERISTICS.
that defines the type of
residency situation of the
Informal contact, type Carer.
Allows the user to select the
main language spoken in the
home.
Allows the user to indicate if
there are multiple care
recipients.
This allows the user to choose
characteristics (that are
provided in the lookup table) to
describe the Informal Contact.
They also have the ability to
indicate a primary characteristic
for the contact.
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3.12 Additional Information –
Ability to have Categories
that are not Department
specific
This is a customer sponsored enhancement that allows the ability to store client attributes (stored in
additional information) at the client level instead of the Department level. The user will be able to select
non department specific categories.
Non Department categories must be created in the Additional Information table located within the
Maintenance menu.
Access Maintenance | General Setup | Additional Information. When adding a new Client Category, a new
Department specific checkbox is displayed. This allows you to indicate whether the category and
subsequent sub categories are Department specific.
3.13 Additional Information –
set as Primary
This is a customer sponsored enhancement that allows the user to select which additional information
category is the primary. To set as Primary, click the 1 icon. This will bold the highlighted item.
3.14 PASE - User Interface
Update - PASE Client Edit
We have enhanced the user interface for the PASE Client Edit form to use the ribbon interface.
Procura 7- User Release Notes
21946
59 of 155
form
3.15 Order - Spec. Rate Reword error message
3.16 Client Diagnosis Edit
Form, Performance
Improvements
3.17 Client Intake Form,
Performance
Improvements
3.18 Archive Contacts(SHIN41)
Client Order | Spec. Rates
When trying to delete an Order Specific Rate that has been attached to visits, the user will receive a
message that the rate record cannot be deleted because it is attached to visits.
We have improved the performance when the user adds or edits the diagnosis in the
Diagnoses/Procedures folder.
21968
Clients | Client Intake | Find Client | Client Intake
There have been improvements made to the performance of the Client Intake form. Previously, the
Diagnosis drop-down boxes, (i.e., Code and Description), were filled in when the Client Intake form was
first opened. But, for those customers who have large diagnosis tables, this caused some performance
problems. So the two drop-down boxes are now populated only when the user selects a diagnosis.
This customer sponsored enhancement allows Client Contact records to be archived. Client contacts can
now be archived from the Contacts folder of the Client Information form or from the Customer
Relationship Manager (CRM). Both forms will allow archived contacts to be viewed in a ‘history’ display,
from which they can be re-activated if necessary.
22071
22069
09227
When a contact is selected, an archive option is available via right mouse click or by selecting the Archive
Contact icon.
Archived contacts are not deleted so they can be re-activated. However, while they are archived, they
cannot be used and do not appear on most forms. Exceptions to this include the assessment forms, (i.e.,
PASE, OASIS, 485, Verbal Order, MDS, Pathways), where archived contacts will still be shown on
Procura 7- User Release Notes
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assessments started before the contact was archived.
3.19 Client Reference Number
Management (BCSpec47+49)
The types of contacts that can be archived include the following:
 Client Formal Contacts
 Client Informal Contacts
 Customer Relationship Manager Contacts
This customer sponsored enhancement enables you to configure a Client Reference Number to autogenerate on intake. The number is auto-generated when a new client is added and then the user selects
Yes to the following Confirmation prompt.
22394
This enhancement will ensure that a client will always have a unique client reference generated upon
Adding/Intaking a new client. This enhancement is independent of the current ability to generate a
reference when a status change is applied.
1.
To enable this capability, one of more Procura System References will be configured via
menu path: Maintenance | System Options | References. Following are set up requirements for
the System Reference:
Field
Label
Value
Other
fields
Procura 7- User Release Notes
Value, Notes
Generate Client Reference
Must equal the Procura Client Reference Number Name for the client reference
that is to be generated.
Other fields will not be used and therefore can contain any value.
61 of 155
2.
3.20 Client Intake – Birthdate
defaulting to ‘today’
3.21 Dated Note – Add Cancel
feature (SHIN-42)
A Client Reference number must be configured that has the same Name value as the
value that is stored in the Generate Client Reference System Reference.
Clients | Intake
Initially, when intaking new clients, the Birthdate field was being populated with today's date because the
date was being transferred from the Client Find form, which defaulted empty dates to today’s date. We
have solved this problem where the Client Find form will now only pass parameters, such as name,
birthdate, etc., if the relevant checkboxes are checked. Otherwise, the Intake form fields will be empty.
This customer sponsored enhancement allows a dated note to be cancelled. The user simply fills in a
follow-up note that provides the reason for the cancellation. Cancelled dated notes will not be deleted;
they will be displayed with a strikethrough. The ability to use this functionality is controlled by user access
right called Cancel Dated Note. If a user has access, they will see a Cancel option via Right mouse click
from the Dated Note they wish to cancel.
21711
21787
Upon the cancel action, a follow up screen with a status of Cancelled will be displayed. The user will be
required to complete the Notes section in order to complete the cancellation.
Procura 7- User Release Notes
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The Cancel action will create a strikethrough line to appear on the Dated Note form for that Dated Note
Record.
The Cancel action will update the status of the Dated Note to Cancelled and add the Follow up Note that
will provide the name of the user, date/time stamp and the reason for the cancel.
Procura 7- User Release Notes
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4
CLIENTS - USA
Title
4.1
4.2
4.3
4.4
Description
SoC Date on OASIS
updated to reflect a
change in the SoC on
Episode
OASIS – Key commands
have been applied
485 - Add Physician Fax
# to Verbal Order
Printout Change Request
OASIS - RFA Restriction
Logic
Procura 7- User Release Notes
ID #
When changing the SoC date on an Episode, the SoC (M0030) date on the corresponding OASIS did not
change. This prevented the OASIS from being submitted if the date on the OASIS fell outside the date
range of the episode.
21610
The OASIS form has been modified to conform to the Procura standard for shortcut key commands. So
F7 will now launch the spell-check feature, and Control+F7 and Control+F8 will move to the next/previous
pages.
The Physicians fax number is now printed to the verbal order.
21729
When the user chooses to Add an OASIS document, a filter called Show All RFAs will be displayed on the
M0100 – Reason for Assessment form. When checked, all RFAs will be displayed. When unchecked, only
RFAs that meet the Recommended listing requirements (below) will be displayed. The filter option is
controlled with an access right called; OASIS-Display All RFA Override. All of the validation rules will
be overridden to display all RFAs if the Access Right is granted to the user. This will account for the
potential of an exceptional circumstance being present that is relevant for a non-Medicare use of OASIS.
21460
22350
64 of 155
RFA01 – Start of Care as Only Option: If the episode has an episode sequence of 1 and no other
OASIS records exist, RFA01 will not be displayed for the Episode if a completed RFA01 already exists.
RFA03 – Resumption of Care as Only Option: RFA03 is displayed when the immediately preceding
RFA for the Episode is an RFA06 (Transfer to Inpatient, no Discharge).
RFA04 is displayed as the only option where: Episode Sequence is 2 or greater, and no other OASIS
documents exist for the Episode.RFA04 will not be displayed for the Episode if a completed RFA04 already
exists.
RFA05 – Other Follow Up: is displayed if one of the following conditions is true for the Episode: a
completed RFA01 exists, or a completed RFA03 exists, or a completed RFA04 exists.
RFA06 – Transfer to Inpatient (no discharge): is displayed if one of the following conditions is true to
for the Episode: a completed RFA01 exists, or a completed RFA03 exists, or a completed RFA04 exists.
RFA07 – Transfer to Inpatient (with discharge)is displayed if a completed RFA01 exists, or a
completed RFA03 exists, or a completed RFA04 exists. When a completed RFA07 exists for the episode,
the user will be prompted and prevented from adding other assessments.
Procura 7- User Release Notes
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RFA09 – Discharge from Agency is displayed if one of the following conditions is true for the Episode: a
completed RFA01 exists, or a completed RFA03 exists, or a completed RFA04 exists. When a completed
RFA09 exists for the episode, the user will be prompted and prevented from adding other assessments.
RFA08 – Death at Home is displayed if one of the following conditions is true for the Episode: a
completed RFA01 exists, or a completed RFA03 exists, or a completed RFA04 exists. When a completed
RFA08 exists for the episode, the user will be prompted and prevented from adding other assessments.
RFA08 Special Circumstance: If RFA08 is entered and completed for the client, then no other RFA
should be available for selection in any episode. The user will be prompted when clicking the Add button.
4.5
OASIS - New Validator
Procura 7- User Release Notes
Clients | OASIS
OCS has released a new version of the OASIS validator. The new Validator adds some helpful error
messages and corrects a few cases where error messages should have been warnings and where error
messages were being displayed inappropriately.
Validator Change Details
Updates To Error Messages:
Correcting text of error messages (the correct logic was triggering a different error message):

“Count of unstageable deep tissue pressure ulcers (M1308-d3) should be answered”

"Count of unstageable deep tissue pressure ulcers present at SOC/ROC (M1308-d3)
should be answered."
New errors:

M0060 Zip code cannot be incomplete (five digits required)

M0018 Physician NPI can only be numbers, no alpha or blank characters, except blank
allowed when N/A is checked.

M1022 When a severity rating has been entered without a corresponding other diagnosis
1-5

The OCS Verification Toolkit has been updated to generate an error for all time points
when M0150 (Payer source) is not identified. Previously, M0150 generated a warning when payer
was not identified in RFA 1 (SOC) and 3 (ROC). This was consistent with the OASIS-C User
Manual and expectation that payer be identified at SOC and ROC. The reason for change was
due to some clients unable to submit other assessments when M0150 was blank.
Updates To Error Messages:

An error is generated when M1307 is in the future

M0110 (episode timing) cannot be NA if Payment = Medicare (Traditional)

Changed RFA from 03 to 04 – M0110 cannot be NA

Version_CD1 can only be “C-082009” or “C-072009”, otherwise an error will be generated

M150 has Medicare (Traditional), then M2200 NA on RFA 01 or 04 will generate an error
21618 &
21785 &
21885 &
22569 &
21724
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4.6
OASIS - Validation does
not work with
Inactivation records
4.7
OASIS - Send NA when
M0063 does not match
accepted Values
RFA04 - OASIS - M0090
Date field allows dates
prior to 5 days with no
warning
4.8
Procura 7- User Release Notes
Updates To Warning Messages:
Changed message text from bedfast to chairfast in the following warning messages (to match the selected
answer for M1860):

"Warning: Most patients who are chairfast (M1860-5) are not fully independent in upper
body dressing, even when clothes are laid out (M1810)."

"Warning: Most patients who are chairfast (M1860-5) are not fully independent in lower
body dressing, even when clothes are laid out (M1820)."

"Warning: Most patients who are chairfast (M1860-5) are not fully independent in bathing
(M1830)."

"Warning: Most patients who are chairfast (M1860-5) are not fully independent in
toileting (M1840)."

"Warning: Most patients who are chairfast (M1860-5) are not fully independent in
transferring (M1850)."

"Warning: Most patients who are chairfast (M1860-5) are not fully independent in
preparing light meals (M1880)."

M150 has Medicare (Traditional), then M2200 NA on RFA=03, 05 will generate a warning
Moving several errors to warnings:

"Warning: The plan of care synopsis indicates that falls prevention interventions are not
applicable because the patient is not assessed to be at risk for falls (M2250-c), but the falls risk
assessment indicates that the patient is at risk (M1910)."

"The plan of care synopsis indicates that intervention(s) to prevent pressures are not
applicable because the patient is not assessed to be at risk for pressure ulcers (M2250-f), but the
assessment indicates that the patient is at risk (M1302)."

"The plan of care synopsis indicates that intervention(s) to monitor and mitigate pain are
not applicable because there is no pain identified (M2250-e), but the pain assessment indicates
severe pain (M1240)."
Previously, OASIS Inactivation records (type X1) could not be validated. To solve this issue, the Edit |
Validate menu option and right-click shortcut options will be disabled if an Inactivation record is being
viewed. If the record is re-activated, these options will be enabled. The OASIS Export already skips
validation on Inactivation records.
If M0150 is set to ‘2 - Medicare (HMO/Managed Care/Advantage Plan)’ and the number that is used for
M0063 is not a valid Medicare number, Procura will now generate a warning message during validation.
On export, the invalid number will be ignored and M0063 will be set to NA.
The CMS rules require that an OASIS RFA04 follow-up assessment for the subsequent 60-day episode be
completed between the 56th and 60th days of the current period. To ensure that this requirement is met,
Procura has added a validation to RFA04. In addition, when an OASIS RFA 04 is being completed for a
Medicare episode, if the M0090 date is not within five days preceding the start date of the episode, the
validation will display a warning, instead of an error.
21629
22094
21861&
22053
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4.9
OASIS SOC - M0102 not
giving validation error if
left blank
Procura 7- User Release Notes
According to the CMS specifications, if M0102 is left empty, the M0102 NA checkbox must be checked.
But, previously, the OASIS validator was not reporting an error in this situation. Instead, if M0102 was
empty, M0102 NA was being checked before the validation or export was performed. This update
prevents the checking of the M0102 NA checkbox. If M0102 is empty and M0102 NA is not checked, the
validator and the export will report an error.
21820
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5
CLIENTS CANADA
Title
Description
ID #
5.1
CIS Inbox for CHRIS
Offers and Referrals
Effectively manage your CHRIS Offers and Referrals by pulling them, on demand, into an easy-to-use, inboxstyle workspace. This is available in Ontario only. Contact your Account Manager for more information.
5.2
MDS-HC J2
19456
5.3
MDS-HC Medication
and Diagnosis Lookup
(HISC-32)
Client | MDS-HC
This update enhances the capabilities of the ‘smart search’ so that, when the user types in the first few
characters of a word, (e.g., diabetes), everything that contains that word in the Description area will be
extracted.
This is a customer sponsored enhancement that adds the standard Find feature for Medication and
Diagnoses to the MDS form. The enhancement adds the Find Diagnosis buttons on MDS question J2 and
Find Medications buttons on MDS question Q5.
The buttons launch the same dialogs as are launched from the Client Diagnosis/Procedures form and the
Client Medications form. The find dialog forms have not been changed.
For MDS J2, the filter is set to diagnoses only, but because it is a standard dialog the ability exists for the
user to change it to show procedures, and then pick a procedure. If this occurs, the user will receive an
error message as the MDS form does not allow procedures in J2.
5.4
MDS-HC Diagnosis and
Medication Changes
(SHIN-38)
This customer sponsored enhancement implements the following changes to the MDS Medications (Q5) and
Diagnoses (J2) sections. The changes are controlled by system references:

Diagnoses entered in the J2 section are specific to the MDS assessment only. They are no
longer linked to the client diagnoses. Therefore, they will not appear in the Diagnoses/Procedures folder
in the Client Information form. Diagnoses in that folder and in the J2 section of an MDS assessment are
independent of each other and the diagnoses on an MDS assessment are independent of those on all
other assessments.
In order to preserve current functionality, a System Reference will be set up to trigger the “hide” MDS-HC
Diagnoses on the client’s Diagnosis Tab.
22178
Field
Label
Value
Procura 7- User Release Notes
Roadmap
Item
22251
Value
Must be MDS-HC Hide Diagnosis on Tab
Must be YES
69 of 155
Other fields
Other fields within the System Reference will be ignored and therefore can
have any value.
System References are configured via Maintenance | Users | System Options | References Tab.
If the System Reference is not present, or if it does not have the correct value, the MDS-HC Diagnoses will
continue to be displayed on the Client Diagnosis Tab.

Medications entered into the Q5 section are specific to the MDS assessment only. They are
no longer linked to the client medications. Therefore, they will not appear in the Medications folder of
the Client Information form. Medications in that folder and in the Q5 section of an MDS assessment are
independent of each other and the medications on an MDS assessment are independent of those on all
other assessments.
In order to preserve current functionality, a System Reference will be set up to trigger the “hide” MDS-HC
Medications on the client’s Medications Tab.
Field
Value
Label
Must be MDS-HC Hide Meds on Tab
Value
Must be YES
Other
Other fields within the System Reference will be ignored and therefore
fields
can have any value.
Procura 7- User Release Notes
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System References are configured via Maintenance | Users | System Options | References Tab.
If the System Reference is not present, or if it does not have the correct value, the MDS-HC Medications will
continue to be displayed on the Client’s Meds Tab.
Important Note: A database (SQL) script must be run after this update is enabled (that is, after the
relevant system references are set up, but before using MDS assessments). The script updates MDS,
diagnoses and medications records to break the link between MDS diagnoses and Client diagnoses and the
link between MDS medications and Client medications. The actions of the script are not reversible; a backup
of the database should be made and verified before the script is run. Please contact the Procura help desk
for more information.
5.5
MDS-HC
Increase/decrease
number of Medication
entries (SHIN-38)
This customer sponsored enhancement allows you to increase or decrease the number of medications that
can be entered in an MDS assessment Q5 section. The number of medication lines can range from 1 to 26.
Note that, if MDS assessments exist in the database, it is not recommended to reduce the number of
medication lines in Q5 section to less than 11 in order to preserve historical data.
Field
Value
Label
Must be MDS-HC Q5 Medications Count
Value
Must be any number between 1 and 26
Other
Other fields within the System Reference will be ignored and therefore
fields
can have any value.
222178
System References are configured via Maintenance | Users | System Options | References Tab.
If the System Reference is not present, or if it does not have the correct value, the number of entries
allowed on Q5 of the MDS-HC assessment will be 11.
Procura 7- User Release Notes
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5.6
MDS-HC Allow for
archiving contact,
without changes to
locked MDS
5.7
MDS-HC Changes in
Assessment Form
(MDS-2010)
In MDS-HC, section G is a reference to the informal contacts in the client record. If a client contact becomes
deceased, divorced or changed, the user cannot delete them from the client record. They must unlock the
MDS-HC assessment, and then delete them from the assessment. Therefore, the Informal Helper records in
section G of the MDS assessment are no longer linked to the client’s informal contacts. The contacts can now
be archived by way of a system reference. The contact is retained in MDS-HC and is not used as ‘next of kin’
in the contact section. See item 3.7 Archiving Contacts for more information.
Update the MDS assessment to the 2010 standard (2008 CAPs standard).
222167&1
1805
222105
There has been a new section added to the MDS-HC form, called X, which relates to hospitals stays.
Sections BB4 and BB7 have been modified so that there are new radio button options.
New CAPs-related questions have been added. These question did not previously affect CAPs, but now they
do, so they have been modified to support CAP processing:
 F1, G2 & O2 (used in the Abusive Relationship CAP)

P4 (used in the Activities of Daily Living ADL CAP).
We have also made a variety of changes to the following:
 CAP Details Display form
Procura 7- User Release Notes

MDS Profile Report

Health, End-Stage Disease and Symptoms and Signs (CHESS)

Scale Calculations

SCALES: ADL, IADL Involvement, IADL Summary, IADL Difficulty, Pain, Cognitive Performance,
Depression Rating, Pressure Ulcer Risk, Method for Assigning Priority Levels

Caps Calculations

CAPS: Physical Activities Promotion, Instrumental Activities of Daily Living (IADLs), Activities of Daily
Living (ADL), Home Environment Optimization, Institutional Risk, Cognitive Loss, Delirium,
Communication, Mood, Behavior, Abusive Relationship, Informal Support, Social Relationship, Falls,
Pain, Pressure Ulcer, Cardio-Respiratory Conditions, Dehydration, Feeding Tube, Appropriate
Medications, Urinary Incontinence, Bowel Conditions
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6
CLIENTS
AUSTRALIA
Title
6.1
6.2
Description
DVA PASE 2010 - NO63 –
Not generating Specific
Rate and not validating
for staff visit
DVA - Break in Care logic
PASE 6111 Claim Fee
Termination
6.3
DVA Spiritus Cognitive
questionChange Request
6.4
Spiritus DVA Assessment
Print Prompt Change
Request (Defect 21424)
Procura 7- User Release Notes
This update fixes a problem with an order specific rate record that was not being generated for NO63.
The DVA export will now generate an error if no staff visit is found in the 28-day period for NO63, which
is a one-off claim.
This update changes the processing of the claim fee visits for a Discharge DVA PASE assessment. On
completion of a Discharge DVA PASE assessment that contains discharge start and end dates, the claim
fee visits are now generated up to the discharge start date. This establishes a Break in Care. Claim fee
visits are then generated, beginning on the discharge end date. If the DVA PASE assessment specifies
multiple discharge start and end dates, then the claim fee visits will end on the first discharge start date
and will not be generated until the last discharge end date.
We have updated the DVA CNMDS export so that, in an SLNS_ONI assessment that is used for exporting
a client’s data, if the questions RESPONSIBILITIES FOR OWN MEDICATION and ABILITY TO HANDLE
FINANCES are answered and they have a combined weight of 2 or greater, the client will now have a
code of N (No) in the Cognitive Behaviour column (column T) of the export file.Otherwise, the code will be
Y (Yes).
This update enhances the printing of PASE assessments that contain an Assessment type question with
answer choice references of 001 (ONI) and 004 (DVA). If the user chooses reference 004 (DVA), they will
now be prompted to print the ONI report and/or the DVA Veterans Only report. See also enhancement
#22275.
ID #
2
22256
2
22272
22302
22303
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2
2
7
SCHEDULING
Title
Description
ID #
7.1
Best Route
Procura’s Best Route Mileage Guide helps you to reduce mileage costs and optimize scheduling by
providing directions to the client’s home based on the best route so that your nurses spend more time with
clients and less time on the road. Please contact your Account Manager for licensing information.
Roadmap
Item
7.2
Match Engine
Schedule smarter by automating repetitive processes with Procura’s Scheduling Genius.
Roadmap
Item
The Match Rules tab in the Department Module window enables you to customize each of the rules by
which your employees are considered as appropriate matches when scheduling visits to your clients. The
rules listed on the tab are those that would normally be seen as filters on the Employee Search form. Each
of these rules can be weighted according to their level of importance, (i.e., the relative weight that you
want to be added to the overall score for the visit for those employees who meet the rule). Please refer to
the Online help menu (press F1) for detailed setup instructions:
Procura 7- User Release Notes
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7.3
Offers/Callout
Offer visits to qualified employees without ever having to pick up the phone. Offers can be sent to the
employee’s email address, mobile or to the new Procura Employee Portal being released soon.
Roadmap
Item
Procura has been enhanced to automate the process of sending out offers to employees who are suitable
to fill visits. The new ‘Create Offers’ feature is found on the employee search form.
From the Planner, click Search to access the Employee Seach form.
Procura 7- User Release Notes
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Procura 7- User Release Notes
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With the Employee Seach form displayed, click Create Offers. The Visit Offers feature allows you to
automate the process of sending out offers to each of the employees who are suitable to fill the visit. The
Visit Offers feature then generates the offers electronically, either by email or mobile phone, and stores
them in a log file for future reference. Simply specify the following conditions and click OK.
Procura 7- User Release Notes

Create Offers for Top xx employee(s) sorted by Start Date - Where xx is the number of employees
to which you want to send an offer to fill the visit.

Expire Offers in xx hour(s) - Where xx is the number of hours during which the offer will be valid.

Make Onetime Offer (subsequent visits in pattern will not have offers generated) - Generates a
One-Time offer for the first visit in the pattern.
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The offers are displayed at the bottom of the Planner.
Procura 7- User Release Notes
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7.4
User Interface Update Planner form
Procura 7- User Release Notes
We have enhanced the Planner form to use the ribbon interface.
221967
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7.5
Group Scheduling – New
visit type “Non-Shift”
This is a customer sponsored enhancement that will allow employees whom are associated to the same
scheduling group the ability to create (shift or non-shift) visits, whether or not they have a shift assigned
to them. Essentially, this allows for visits to be assigned to scheduling groups without making them a
shift or part of a shift. This removes the option to “Mark as Traditional” and replace with “Mark as NonShift” which will keep the visit with the group.
The visit types have been renamed to provide clarity with the new visit type.
Visit Name pre V7
Traditional Visit
Group Visit
Shift Visit
N/A
Procura 7- User Release Notes
Visit name post V7
Traditional Visit
Client Shift
Shift
Non-Shift Visit
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7.6
Group Scheduling –
Ability to add a Status to
a Group
This is a customer sponsored enhancement that allows statuses to be assigned to Scheduling Groups.
This will support customers using a business model that supports referrals, admissions,discharges and
waitlists via Scheduling Groups.
The Client Group form has been updated to provide the ability to manage client’s status within the
scheduling group. When adding a client to multiple groups, you will also have the ability to select a status
to apply to those groups.
When adding a client to a scheduling group, the user will be prompted with a Group Status form. The
details on the form will differ depending on the status that is selected. The Status forms include:



Schedulable Status form
Non-Schedulable Status form
Waitlist Status form
Form details are provided below.
7.6.1
Group Scheduling:
Schedulable Status
Form
Procura 7- User Release Notes
The Schedulable Status form:
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Procura 7- User Release Notes
Field Name
Status
Effective Date
Reason
Notes
Required field.
Required field.
The Status Reason drop down is derived from the Department Status reason lookup
table. No dropdown option is available if a reason lookup table has not been attached
to the Department status. It can be made a Required field by adding the following
Department Reference:
Referral
Source
Referral
name/Details
The Referral Source lookup table is derived from the REFSOURCE Procura lookup.
Values for this table will be customer defined.
The Referral Information grid box will display the Add Referral form.
Choose from
Existing
Referral
Choose
Referral from
CRM
The drop down will contain all Client Scheduling Group referrals sorted by referral
date.
Choosing this option will open the Customer Relationship Manager to allow the user to
select a contact Referral. Note: When adding a client to multiple Scheduling Groups,
the radio button ‘Choose from existing Referral’ will be disabled.
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7.6.2
Group Scheduling: Non
Schedulable Status
Form
The Non-Schedulable Status form:
Field Name
Status
Effective Date
Reason
Notes
Required field.
Required field.
Required field. Reason drop down is derived from the Department status lookup.
No dropdown option is available if a reason lookup table has not been attached
to the Department status. It can be made a Required field by adding the
following Department Reference:
Procura 7- User Release Notes
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Failed Admission
The Failed Admission Reason is derived from a new lookup table Name =
7.6.3
Group Scheduling:
Waitlist Status Form
The Waitlist Status form:
Field Name
Status
Effective Date
Last Visit Date
Reason
Date Waitlisted
Priority Rating Tool
Priority Rating
Review Date
Procura 7- User Release Notes
Notes
Required field.
Required field.
Will auto populate based on last visit scheduled.
Required field. Reason drop down is derived from the Department status
lookup. No dropdown option is available if a reason lookup table has not been
attached to the Department status.
Date field.
The Priority Rating Tool drop down is derived from a new Lookup Table Name
= PRIORITYRATETOOL. Values for this table will be customer defined.
Text field allowing the entry of numeric values only.
Click the Add button to display the Scheduling Group Review form.
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7.7
Scheduling Environment
options - Number of
Weeks Option
Schedules | Client/Employee Schedules | Options tab | Environment Options
We have enhanced the Environment Options for the Client Schedule and Employee Schedule forms. If the
Number of Weeks that is selected is less than or equal to that which is specified in the Initial Weeks
Before Current Date box, we will now display a warning message.
222459
7.8
Durations not updating in
Employee Day View when
edited
222703
7.9
Meals on Wheels - Client
Status Change – Work
Order SOW4909027161
Schedules | Employee Schedules | Employee Day View
When editing visit start and stop times, if the Automatically Update Billing Duration and Automatically
Update Pay Duration boxes are checked in the Environment Options window, the bill and pay duration for
visits will now be updated along with the visit duration.
This is a customer sponsored enhancement that applies several updates to the Meals on Wheels module:
7.10 Meals on Wheels - Route
Planner – Allow user to
add visits to an empty
route day
Procura 7- User Release Notes

Previously, when a Meal Delivery order with meal visits attached was deleted by the user,
the order was being deleted without a warning. The user is now warned of this and the order is not
deleted.

Previously, the user was able to delete an invoiced meal visit without being warned. The
user is now warned of this and the meal delivery visit is not deleted.

Previously, when an employee was assigned to a route, and then their department was
deleted, no warning was displayed and the employee remained attached to the route. The user is
now warned of this and the department is not deleted.

Previously, when an employee was assigned to a route day that had a Regular pattern,
and then their status was changed from Schedulable to Non-Schedulable, their filled visits would
become unfilled visits. The status of the visits is no longer changed.

Previously, if the user selected a route that had a Regular pattern, and then they selected
a route day that precedes the start date of the employee schedulable status, clicking Search to load
the Volunteer Search form caused a problem where the employee could still be assigned to the route.
The employee is now hidden if their status for the selected route day is invalid.
Meal Delivery | Route Schedule | Planner
Previously, when the Route Planner was loaded for a Route Day in which no meal deliveries were
scheduled, the options Create Onetime Delivery and Create Regular Delivery were disabled. This update
enables both options. As these options are selected, the Client Lookup will display, regardless of whether
meal deliveries exist. The user will be able to schedule any client for delivery.
221769&
21781&
21784&
21783
221803
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7.11 Meals on Wheels - Route
Schedule - Performance
Improvement
7.12 Meals on Wheels - Enable
Order Service Plans for
Meal Deliveries
Meal Delivery | Route Schedule
We have enhanced the performance of the Route Schedule for the Meal Delivery feature.
222063
We have enabled order service plans for the Meal Delivery module. The following areas have been
enhanced to support this enhancement.
221771
Client Delivery Schedules: Conflict Checking
1. Added Conflict Details to bottom of Form to display Service Plan Conflicts and Client Status Conflicts
2. Add Display Conflicts Only (with drop down to display specific types of conflicts)
3. Added Service Plan Conflict Checking with the following FARL Options:
a) Service Plan Use Discipline
b) MP-SP No Discipline/ServType
c) MP-SP Authorization Required
d) MP-SP Conflict: Force Planner
e) MP-SP Conflict Custom ServPlan
f) MP-SP Override: Cl. Audit Log
g) MP-SP Ignore Zero $ Rates
Updated Meals Service Plan Descriptions to support Number of Meals and Total Billed for the following
Forms.
a) Orders Service Plan Tab
b) Meal Delivery Conflict Checking
c) Client Schedules - Service Plan Information
d) Schedule Conflict Checking - Service Plan Information
e) Client Day View
f) Clinical Day View EHR Frame
Schedule Generation Updated to Support Service Plan Conflict Checking from Meal Deliveries.
a) Service Plans (Before)
b) Service Plans (After)
c) Service Plans (Extra Meal)
d) Service Plans (Extra Dollars)
e) Service Plans (Not Planned)
f) Service Plans (Custom Plan)
g) Service Plans (UnAuthorized)
h) Service Plans (No Service)
i) Service Plans (No Discipline)
Schedule Generation New Conflict Table added to Conflict Log
a) 11. MEAL DELIVERY SERVICE PLAN CONFLICTS
Procura 7- User Release Notes
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8
TIMEKEEPING
Title
8.1
Description
Callme! - Cannot find a
visit based on the Phone
Number instead of the
CVID
Timekeeping | Batch Callme! Processing Timekeeping | Build Timekeeping
This update allows Callme! users to enter four zeros (0000), instead of a visit CVID, when entering a
Callme! call at a client’s residence. The Callme! verification process will then search for a matching visit
using the client’s phone number, the employee’s ID number and the time of the call. Once a visit match
is found, the call will automatically be updated with the CVID of the matching visit. This reduces the
amount of information that is required for the employee to successfully complete a Callme! call. With the
use of the system reference CALLME_FIND_CVID, agencies can change this four-digit number to any
four-digit number they want.
Field
Label
Value
Other
fields
8.2
Callme! - Performance
Improvements
Procura 7- User Release Notes
ID #
2
21710
Value
Must be CALLME_FIND_CVID
Must be any 4 digits for example 0000
Other fields within the System Reference will be ignored and therefore
can have any value.
We have improved the performance of the query on the Callme! Comparison Form, Visit Query, Call Query
and Exception query.
2
22095
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8.3
8.4
Callme! - Duplicate CVID
- Add client phone
number to verify correct
CVID
Callme! HL7 import Callme processing include
0 duration visit (Change
Request #21970)
This change adds an additional check of the client’s phone number to the Callme! visit processing. This
ensures that, when duplicate visit CVIDs are encountered in the same timekeeping period, the Callme!
calls are correctly matched to visits.
22208
We have enhanced Callme! processing so that it will now process unscheduled attendance type visits that
have a zero duration, and then create the associated mileage records. This requires a system reference
with a reference value that matches the attendance type.
22799
Field
Label
Value
Other
fields
Procura 7- User Release Notes
2
2
Value
Callme! Allow Zero Dur ATT
Must be the same name as the Attendance Type
Other fields within the System Reference will be ignored and therefore
can have any value.
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Procura 7- User Release Notes
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8.5
Callme! - Make Pay/Bill
Duration enhancements
(NW-19)
This is a customer sponsored enhancement that will determine which visit durations will be updated with
the actual visit duration obtained from Callme!. This requires a System Reference where the value is
equal to (PAY, BILL or BOTH).
Field
Label
Value
Other
fields
2
21595
Value
Must be Callme! Accept Actual Duration
Must be either PAY, BILL, or BOTH
Other fields within the System Reference will be ignored and therefore
can have any value.
If the System Reference does not exist or does not have the value (PAY, BILL or BOTH) then all visit
durations will be updated with the actual duration from Callme.
Note 1: For Batch Callme! Processing the system reference will only be a applied if "Retain Scheduled
Values for Records within Variance" is Un-Checked and all three visit durations are equal.
Note 2: For Callme! Visit Comparison form the system references will only be applied when using "Accept
Actual" button.
8.6
Callme! - Update the visit
Stop Time based on the
actual start time
Procura 7- User Release Notes
This customer sponsored enhancement enables Callme! processing to automatically update a visit stop
time with the visit start time + duration when the visit is within variance. This can also be done manually
when selecting the Match, Accept Scheduled and Accept Actual options in Callme! Visit Comparison.If
2
22205
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Retain Visit Values is checked in Callme! System Maintenance and the system reference "Callme! Update
Visit Stop Time" has value of "YES" then the visits will have their start times updated and the stop times
calculated based on the actual start time + the visits duration.
Maintenance | Employee Setup | Callme! System Maintenance
Maintenance | System Options | References tab
Field
Label
Value
Other
fields
Procura 7- User Release Notes
Value
Must be Callme! Update Visit Stop Time
Must be Yes
Other fields within the System Reference will be ignored and therefore
can have any value.
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Procura 7- User Release Notes
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8.7
Callme! - Ignore Per Visit
Records for Duration
Exceptions
This enhancement adds the ability for Callme! to ignore the "Actual Duration Greater than" or "Actual
Duration Less than" exceptions when processing visits that are billed on a per-visit basis. This requires a
System Reference Callme!-Ignore per-Visit Recs.
2
22190
Maintenance | System Options | References tab
Field
Label
Value
Other
fields
8.8
8.9
Callme! - Workflow
Queries Performance
Improvements
Callme! - Visit Verification
– Is set to checked by
default
Procura 7- User Release Notes
Value
Must be Callme!-Ignore per-Visit Recs
Can be ignored.
Other fields within the System Reference will be ignored and therefore
can have any value.
We have improved the performance of Callme! Late Open/Close queries.
Previously, when the registry was cleared, all checkboxes on the Callme! Visit Verification Report Options
form were unchecked. This update defaults the options ‘Print Actual Visits that have Allowances ‘and
‘Print Unmatched Scheduled Visits that have Expense/Mileage Records’ to checked by default when the
registry is cleared.
22739
22375
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2
2
9
BILLING
Title
9.1
Description
Billing Rate Records –
Ability to Update or
Expire records
ID #
The billing module has been enhanced to allow for users to Update, Expire or Delete existing Billing
Rate records.
The Billing Rate Module form now displays new fields. There is a new filter to show Records for an
Effective Date. Additional columns have been added to display a start date and a stop date. There is also
a History button that will allow the user to view the history of a billing rate record.
The form has been enhanced to perform various actions via a right mouse click. They include;
Option
Add/Edit/Print
Update
Procura 7- User Release Notes
Notes
The Add/Edit and Print options are now also available via right mouse click and will
operate the same way as clicking on the ADD/EDIT/PRINT buttons.
The Update option allows the user to apply updates to any property of an existing
billing rate record except for the ‘Billing Type’ field. When the user selects the Update
option, they will be prompted with a Confirmation form.
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After confirming the change, Procura will create a new billing rate record with the
updates applied effective today’s date.
Clicking on the History button will display a copy of the old billing rate record with a
stop date applied. It will also display a copy of the new billing rate record.
Procura 7- User Release Notes
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The new rate record will be applied to visits effective the same date as the start date on
the record. The new rate record will also be applied to;





Expire
Order default rate
Target Order rate and Target Order Client charge rate
Department Order default rate
Care Plan activities – (only after billing calculation is performed)
Meal packages – (only after billing calculation is performed)
The Expire option allows the user to expire a billing rate record. Expired rate records
require a target billing rate record to move existing visits/charge records that exist after
the expiry date to another billing rate record. Essentially, another billing rate record
must exist within the Billing table to expire one. Expense/Mileage rate records must
have another Expense/Mileage record to ‘expire to’.
When the user selects the expire option, they will be prompted with an expiry effective
date form;
Once the date is confirmed, the user will be prompted with a Select Billing Record form.
The user must select another billing record to apply the visits too.
Procura 7- User Release Notes
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Click OK and the user will receive a Confirm prompt confirming the action as once this is
confirmed, the action is not reversible.
Once the date is confirmed, the billing rate record will be expired without having to
create a new one. New color-coding then identifies those billing records that have
expired.
The result displays the expired record in red until after the effective date has passed.
Then the record will only be accessible from the History button.
Procura 7- User Release Notes
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Procura 7- User Release Notes
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Delete
The Delete option is only available for records that do not have any visits or billing
charge records attached. The user will receive a Confirm prompt.
The delete action will only be completed if the record is not attached to any visits or
billing charge records.
If the billing rate record is attached to visits, then the Delete Visit Bill Records form
containing the names of clients with those visits will be displayed preventing you from
deleting the record.
9.2
Batch Payments –
Cosmetic issues
Procura 7- User Release Notes
Billing | Batch Payments
This update fixes a number of cosmetic issues with the grid on the Batch Payments form.
2
22099
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9.3
Data Model changes for
payment processing
history tracking
Customers who use the Payment Processing feature to manage receivables have a requirement to
maintain a history of transaction activity. Therefore, the following enhancements have been made to
make this process easier:

We have designed a Payment Processing Transaction History table that stores the status
history for a given transaction, with a date/time/user stamp that appears on the change. This table
includes a place for comments so that notes can be entered.

We now allow the user to create a Dated Note for an invoice transaction. The Dated Note
is stored and retrievable as history for the transaction. The user can e-mail the note, use Note
Templates and Note Type access rights to manage it, etc.
2
22623
10 BILLING - USA
Title
Description
10.1 UB04 Invoice - Does not
report Meals on Wheels
10.2 Invoices - New Medicare
regulation - Update logic
condition code UB-04
We have enhanced the UB04 invoice to report Meal Delivery billing records.
Procura 7- User Release Notes
Medicare claims now require that condition codes be used for field location 18 on the UB04. The
following Funder Episode Reference (ERL) is required.
ID #
22091
2
2
22581
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11 ADDITIONAL
INTERFACES
Title
Description
ID #
11.1 Additional Interfaces
Additional Interfaces have been moved to a new grouping from the Procura main menu. Many require
license activation and/or access rights to access them. Please contact support when you are ready
to perform your upgrade to ensure the appropriate licenses can be activated. The tables below
identify which interface requires a license activation and/or access assigned:
Version 6.2.0.0
Additional Interface
Name
New Location
Name of Access Right
BC MoHS MRR Export
QHR Payroll Export
Avanti Payroll Export
Imports/Exports | Billing
Imports/Exports | Payroll
Imports/Exports | Payroll
BC MoHS MRR Export
QHR Payroll Export
Avanti Payroll Export
License
Activation
Required?
Yes
Yes
Yes
Version 6.1.0.0
Procura 7- User Release Notes
Additional Interface
Name
New Location
Name of Access Right
Respite Attendance Report
Transport Roster Report
Meal Roster Report
MYOB Premier Payroll
Export
CSTDA NMDS Export
Client Service Co-Payment
Report
QHR Manitoba Payroll
Export
Custom Pay Premium
Calculation Utility
Reports | Scheduling
Reports | Scheduling
Reports | Scheduling
Imports/Exports | Payroll
Respite Attendance Report
Transport Roster Report
Meal Roster Report
MYOB Payroll Export
Imports/Exports | Billing
Reports | Billing
CSTDA NMDS Export
Client Service Co-Payment
Report
QHR Payroll Export
Yes
No
Custom Pay Premium
Calculation Utility
Yes
Imports/Exports | Payroll
Imports/Exports | Payroll
License
Activation
Required?
Yes
Yes
Yes
Yes
Yes
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Version 6.0.0.0
Additional Interface
Name
New Location
Name of Access Right
Clarity Job Cost layout
Payroll Export
Paris Billing Export
MDS-HC Export
MYOB Premier Payroll
Export
CSTDA NMDS Export
SEHC-ADP Payroll Export
SAP AR Export
Competency Matching
Report
Budget Capacity Report
Imports/Exports | Payroll
Clarity Payroll Export
License
Activation
Required?
Yes
Imports/Exports | Billing
Imports/Exports | Exports
Imports/Exports | Payroll
Paris Billing Export
MDS-HC Export
MYOB Payroll Export
Yes
Yes
Yes
Imports/Exports | Billing
Imports/Exports | Payroll
Imports/Exports | AR/GL
Reports | Statistical
CSTDA NMDS Export
SEHC-ADP Payroll Export
SAP AR Export
Competency Matching
Report
Budget Capacity Report
Yes
Yes
Yes
No
Custom Premium and OT
Utility
Pre-Authorized Payments-CB
Virtual
Pre-Authorized PaymentsBMO
Employee Roster Report
Custom Pay Premium
Calculation Utility
SAP Payroll Export
Yes
Custom Premium and OT
Utility
PAP-CB Virtual POS Credit
Card Processing
PAP-BMO User Interface
Employee Roster Report
Custom Pay Premium
Calculation Utility
SAP Payroll Export
Procura 7- User Release Notes
Management | Fiscal
Management
Imports/Exports | Payroll
Billing | Processing |
Remittance
Billing | Processing |
Remittance
Reports | Scheduling
Imports/Exports | Payroll
Imports/Exports | Payroll
Yes
Yes
Yes
No
Yes
Yes
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12 IMPORTS/EXPORTS
Title
Description
12.1 ADP Payroll Export –
Ability to create multiple
files
12.2 Change to GP Payroll
export Query
12.3 HL7 Outbound - Use
activity change date if
newer than visit
12.4 HL7 Outbound - Suppress
client phone number
12.5 HL7 Outbound Enhancement to employee
and visit trigger ref
The option Create Separate Files for each Temp Local Dept has been added to the ADP Payroll Export.
This option allows for the capability for creating multiple files.
12.6 HL7 Outbound - Order
comments NTE
12.7 HL7 Outbound - Send
Mobile Employee & Emp.
Visits Only Switch
12.8 HL7 Outbound - Export
screen status filter
12.9 HL7 Outbound - Do not
prompt for report
12.10 HL7 Outbound Attendance type ADT
message with address
Procura 7- User Release Notes
We have changed the GP Payroll export so that the query specifies the index that it uses. This has
improved the performance of the export.
We have enhanced the HL7 export so that, when visit level activities are in scope, the export will check
the change date of all of the activities for that visit. If any of the activities has a change date that is more
recent than the change date of the visit, the export will use it as the visit change date.
We have enhanced the HL7 export so that it now suppresses the client phone numbers in ADT and SIU
messages PID segments 13 and 14.
Previously, there was no way to trigger the removal of an employee from the CellTrak portal during the
HL7 Export. If an employee record was sent with a status of I instead of A, it was being removed. We
have now added another function to the trigger reference for the export. Therefore, if the value in the
specified reference is Inactive, the employee record will be exported with a value of I in STF-7, instead of
the current default for all employees, which is A.
For the HL7 export, we have added all active order comments to NTE segment when the switch
‘/allow_nte_order_comments’ is present.
We have added an HL7 Trusted Partnership switch. The switch causes the export to find a Reference
Number Name, and then examine the employee record. If the Reference Number exists, the employee
will be considered a Mobile employee and will be exported.
We have added a checkbox to the HL7 export that acts as a filter for sending only those records that
have a Schedulable status. This will apply to client and employee exports, (i.e., ADT and MFN message
types). It will create a message file for that client/employee, in the departments in which they have a
Schedulable status.
Previously, when the HL7 export was used to manually export data, problems such as clients without
client ID references, employees without employee ID references, etc., would cause a prompt to display
to the user. The prompt would ask the user if they wanted to view the validation report. This would then
cause the export to have to wait for a response from the user. Therefore, we have enhanced the export
to display a validation error report prompt when the user has selected the Display Report option or when
validating.
There is currently a partner option for visit type messages that allows the user to export attendance type
visits. But, previously, there was no way to communicate the actual attendance types themselves to
CellTrak in order to populate them on their portal. Therefore, we have added a new trusted partner
option that allows for the sending of attendance types as ADT client messages only.
ID #
2
22116
2
22306
21969
21974
2
2
2
21964
2
21851
2
21740
2
21763
21764
21757
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2
2
12.11 HL7 Outbound - Employee
Area STF-11.8
12.12 HL7 Outbound - Trusted
partner drop-down select
on export
12.13 HL7 Outbound - Client
supervisor requirement
NTE
12.14 HL7 Outbound - Add
employee ID to visit
message
12.15 Removed the last comma
in QHR Payroll Export
Change Request
12.16 HH-CAHPS Export
12.17 SAP Payroll Export Export files were missing
hardcoded values
12.18 QB AR Export - Removed
Employee Name FARL
12.19 HL7 - Callme changes VONCAN-50
12.20 HL7 - Outbound VON
Medshare changes
Procura 7- User Release Notes
As part of the SEHC CellTrak implementation, SEHC has added a requirement for Employee Discipline to
be communicated to CellTrak via the HL7 interface. They are storing the Employee Discipline in the Area
field. Therefore, the Employee Area will now be written to the STF-11.8 position. Note that STF-11.7 is
currently not used and will be indicated by an extra element delimiter.
For customers with a large number of departments, it was necessary to add a filter to the HL7 export
screen in order to allow for the re-uploading of data to third-party HL7 applications. Therefore, we have
added a drop-down box to the export form to allow for the selection of a trusted partner. When a
partner is selected by the user and the Validate or Transmit action is taken, all departments to which the
trusted partner is validated by department reference will be included in the export.
We have added a switch to the HL7 export called allow_supertype "Case Manager". When the trusted
partner option is used, only those clients who have supervisory requirements that pertain to a specific
type of supervisor will be exported.
Previously, when two visits for the same client on the same day were assigned the same CVID, CellTrak
would read them both as updates to the same visit. This meant that one of them was never actually
displayed on the mobile device. Therefore, in order to prevent those visits that have already been
completed using the existing numbering system from being affected, we have added a partner option
with a date parameter. We have added employee ID to SCH message segment one (1).
We have fixed a problem where the last comma on the QHR payroll export file was causing errors. This
comma will now be removed and will no longer be exported.
We have made numerous changes to the HH CAHPS export. These include cosmetic changes to the
menu option name and to the interface, as well as changes to the functionality.
We have fixed a problem with the SAP Accounts/Receivable export where some of the columns in the
resulting CSV file were missing values.
We have added a Funder Agency Reference Label (FARL) that removes the employee’s first name from
the export so that it does not display on the QB Invoice.
This change adds the ability to process Allowance Codes that have been entered by field staff when
closing calls in Callme! or from HL7 messages transmitted to Procura.
We have added the following to the HL7 export:



Visit frequency field (i.e., visit pattern)
Shift Code field
Trusted partner option /allow_visit_pattern. This option adds the interpreted text of the
visit pattern frequency to the SCH-11.2 element for all visits that have a SCHED_ID, (i.e., the text
that is displayed in schedule generation for the Regular pattern). For example, if the schedule
associated with a visit contains a pattern of WX for every week, the text ‘Every 1 Weeks’ will be
entered into the SCH-11.2 element.
2
21776
2
21778
2
21779
2
21951
22524
22201
2
2
2
22587
2
21844
22380
2
2
22342
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12.21 HL7 import - Retain
scheduled visit activities
Change Request
12.22 HL7 - Outbound changes
for Medshare eMotion
(BAYCORP-127)
12.23 HL7 - VON SAP Payroll
Export - Disallow specific
attendance type
12.24 HL7 import – Callme!
processing include 0
duration visit
12.25 HL7 import - Completed
visit detailed dated note
12.26 Hl7 import – Now allow
mileage to be attached to
cancelled visits
12.27 HL7 Outbound CellTrak Attendance Type Address
12.28 HL7 PROHL7X.EXE - Client
Status Transmission
Change
Procura 7- User Release Notes
Previously, when importing completed visit ORU messages into Procura, all Activities were removed from
the Scheduled Visit before the completed activities were added from the ORU message OBX segments.
Therefore, we have added a trusted partner option to retain the Activities attached to the currently
scheduled visit with existing durations intact. Any unscheduled Activities that are found in the ORU
message OBX segments will be added to the existing scheduled visit Activities. The full Activity list will
be included in the Client Vitals entry for that visit, as well as the Detail Dated Note. If a Visit Activity is
contained in an OBX segment that does not already exist on the visit, it will be added to it. For
example, if a visit is scheduled with Activities A, B and C, and the completed visit that is imported has
Activities A and D completed and Activity B and C not completed, the resulting visit in Procura will retain
all ActivitiesA, B, C and D.
We have made the following changes to the HL7 Outbound partner type ‘Procura HL7 – Outbound’:
2
22297
22392
2

The trusted partner option /allow_multi_cltdept now includes the department name and
ID number in segment PV1-3.

We have added a new trusted partner option called /filter_IN1_dept. This option
requires the trusted partner option listed above. The trusted partner option listed above will be
change to include IN1 segments in the ADT message for those orders that exist in the department
for which the ADT message is created.

We now allow IN1 segments to be included in ADT^A03 messages.
We have enhanced the SAP Payroll Export to allow for the capability of excluding specific attendance
type visits by way of a system reference. Any attached expense/mileage records will continue to be
exported.
We have enhanced the batch Callme! processing function to include unscheduled attendance type visits
that have a duration of 0. This will result in the creation of a payable, Home Visit with a zero duration
and an attached payable mileage record. This functionality requires a system reference.
We have developed visit detailed dated notes, which allows for the export of a dated note in NTE
segment.
We have enhanced how the HL7 import handles a cancelled visit so that Callme! processing can create a
mileage record for the visit.
We have enhanced the HL7 export so that, if an Attendance Type has an address, an extra PV1 or PID
segment will be added to the message for that Attendance Type.
Previously, the PROHL7X.EXE utility and the menu-based export utility PROXHL7.BPL would transmit all
client statuses in their outbound client files. If a status was future-dated, it would also be sent and
processed immediately by the receiving system. This resulted in an immediate discharge of planned
future discharges. Therefore, we have enhanced the HL7 export to only transmit statuses when their
start date is less than or equal to the date on which the utility is run.
2
22948
2
21970
22029
2
2
21981
2
22506
21762
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2
13 IMPORTS/EXPORTS
USA
Title
Description
13.1 OASIS Export – Default
Filename - Prompt or add
seconds
13.2 OASIS C Export Clinician, Supervisor,
Team in CMS_USE
Change Request
13.3 OASIS - ANSI 270 - 99+
patients GS06 and SE02 increment by 1
13.4 OASIS - ANSI 270 Added validation for
Rejection 'missing
City/State/Zip'
13.5 OASIS - ANSI 837 - IMSP Export is missing
items in secondary claim
The export and log file names will now include the seconds as a suffix. Therefore, the name format will
be XOASIS_ YYYYMMDDHHNNSS. For example, if the current date/time is 01/05/2010 9:23:45, the file
names will be XOASIS_20100105092345.
Previously, the OASIS export would add extra data to the AGENCY_USE field in the OASIS submission
record. For OASIS-C, the AGENCY_USE field was removed. That field was used for storing statistical and
benchmarking services. Therefore, it will now be stored in the CMS_USE1 and CMS_USE2 fields when the
OASIS record is exported. This is compatible with OASIS-C submission record requirements.
This update stores GS06 and GE02 in the ANSI 270 Benefit Eligibility Inquiry Export with the same value
as is used in ST02 and SE02.
13.6 ANSI 270 - Code BHT06
only for Medicaid
13.7 Billing - New Medicare
regulation - Update logic
condition code
Procura 7- User Release Notes
This update validates segment 2100C:N4 in the ANSI 270 Benefit Eligibility Inquiry Export. It also
indicates if the subscriber is missing information from the City, State or Zip field.
This updates includes an enhancement that ensures that, when a secondary claim is reported by the
claiming person, the client’s date of birthis recorded in segment 2320:DMG. Cents will no longer be
reported if the amount contains zero cents. For example, 100.00 will be reported as 100. This correction
affects segments 2300:HI:BE 01 thru 2300:HI:BE 12, as well as 2300:AMT:C4.
We have updated the ANSI 270 export to exclude segment element BHT06 for Medicare type funders.
ID #
2
21628
2
21743
22534
2
2
22528
22678
2
2
21797
The Conditions codes are now sorted alpha-numerically. A new Funder Client Reference Label (ERL) has
been added to report an additional condition code for the segment 2300:HI:BG:01-02.
22518
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2
14 IMPORTS/EXPORTS
CANADA
Title
Description
14.1 PMI Advanced Export Performance
improvements
14.2 HL7 - Manitoba Client
Registry
14.3 HOBIC Export
This update improves the performance of the PMI Advanced Export.
ID #
2
22064
This update includes the development of the Manitoba client registry Passive mode. The Manitoba client
registry is an HL7 export of client information.
We have made the following enhancements to the HOBIC export:
2
22395
21933
2





14.4 HOBIC Export – Fixed a
problem with the
Ampersand character
14.5 HOBIC EXPORT – We
now include the Date
Time stamp to the file
name
14.6 HOBIC Export Encounter ID
14.7 VON SAP AR Export –
Now use | to separate
elements in item
textChange Request
Procura 7- User Release Notes
For PV1 segment, the first formal contact will be the case manager
For Seq 52, the second formal contact will be the primary physician
For Seq 7, the third formal contact will be the referring physician
For Seq 8, the fourth formal contact will be the consulting physician
For Seq 9, the health card number and province in the health card field will be separated
with a carrot (^) because they are separate components. For example, previously, the field was
being exported as 2223331119&CA-ON. It will now be exported as 2223331119^CA-ON.

We have removed the space from within the postal code.

In the OBX segment (field 3), the Diagnosis on Admission was being exported as
DIAGADMIN. It is now exported as DIAGADM.

If the CCAC Service Code field is blank, we will now export the value 60.
We have enhanced the HL7 export so that the ampersand (&) character that precedes the telephone
extension will be replaced with a dash (-) character.
21987
We have added to the HL7 export file namea Date/Time stamp that includes minutes and seconds. The
stamp will be formatted as YYYYMMDDHHMMNNSSZZZ.
22003
For the HL7 export, when changing the client status to either Discharge, Deceased or Reactivated, the
Encounter Number should always reference the Latest Active Client Status History record ID number for
that department. Therefore, we have enhanced the export accordingly.
Because the SGTXT field contains a date, a comma, a space, and then a name, the VON SAP
Accounts/Receivable export will now use the character | to separate elements in item text.
2
2
2
22007
22713
107 of 155
2
14.8 CMIPS II Billing Export Padded SOC date with
spaces Change Request
14.9 MoHS MRR Export Question Type Change
We have enhanced the CMIPS II Billing Export so that the SOC Obligated date is now padded with
spaces whenever no date has been recorded.
The BC MoHS MRR Export has been updated to retrieve the answers to the following questions from the
Text field, instead of from the Value field:






Question
Question
Question
Question
Question
Question
3.51
3.53
4.14
4.19
4.20
4.21
-
2
22193
2
22227
Activities of Daily Living (ADL) Long Form Scale (S.11 MRR)
IADL Involvement Scale (S.13 MRR)
Temporary Rate Reduction Amount (S.24 MRR)
Daily Amount for Home Support (S.28 MRR)
Monthly Rate for Residential Care AMOUNT (S.27 MRR)
Monthly Charges for Assisted Living (S.27 MRR)
15 IMPORTS/EXPORTS
AUSTRALIA
Title
Description
15.1 Compacks Export - NEW
Imports/Exports | Exports | Compacks/HAH Export
ID #
This is a new export that will provide client service details for the purpose of online claims
submissions.The report information is extracted and reported from information found in the Client record,
PASE documents and Visit information. The detail setup and information is stored in the Procura online
help menu:
Procura 7- User Release Notes
108 of 155
15.2 HACC Export - Add
Information Validation no
longer passes 9 values to
MDS
15.3 HACC Export Background Coordination
Time
Procura 7- User Release Notes
The Additional Functional Profile questions, (i.e., Item 66, positions 1-5), had logic added to them
previously so that, if these questions were not answered, a warning would display on the validation report
and a 9 would no longer be passed through to the MDS. This was done for positions 2-5. However,this
logic should also apply to position 1. Therefore, if the question is not answered or if the answer reference
equals 9, (i.e., text is not answered or unanswered), an error message will now display in the report and
the client will not be exported.
Imports/Exports | Billing | HACC Export
When the output from the HACC export is expressed in Time, the Background Coordination Time will now
be calculated for those visits where the Record Type for the attached billing record is defined with the
same value as that of the Hours. This applies to BGT Direct, BGT Indirect and BGT Other record types.
2
22759
2
22381
109 of 155
15.4 HACC Export –Field
Changes
Procura V7 contains a number of new fields that allow data elements that are included in the HACC and
other exports to be stored as part of the Client and associated records instead of a PASE question
answer.The extract logic change to allow reading data from the new core fields is enabled by the
presence of a System Reference with the following properties.
Field
Label
Value
Reference
Number 1
Other
fields
Value
Must be HACC v7 Field Changes
Must be Yes
Must be HACC
Other fields within the System Reference will be ignored and therefore can
have any value.
If the system reference is not present then the extract logic will not be changed.
Note: Reference section 3 ‘Clients’ for information on the new data fields.
15.5 CSTDA Export – Field
Changes
15.6 HACC Export - Changes
CMS R2-001 and BCCR104+139
Procura 7- User Release Notes
Procura V7 contains a number of new fields that allow data elements that are included in the CSTDA
Export and other exports to be stored as part of the Client and associated records instead of a PASE
question answer. The extract logic change to allow reading data from the new core fields is enabled by
the presence of a System Reference with the following properties.
Imports/Exports | Australian Exports | HACC Export
See SRS-HACC_2.0_Export_v.2.07.doc for details.
2
22466
110 of 155
15.7 DVA CNMDS Export DVA_2010_AU Validation
and export to Excel
15.8 DVA XLS layout Change
Request
15.9 DVA Export – Validation
Change Request
15.10 CSTDA Use Current
Address Change Request
15.11 Palliative (NT51) - Do not
validate No Staff Visits
found in claim period
15.12 DVA - QC 154 Break in
Care date logic Change
Request
15.13 DVA - Discharge/Death
not reported in correct
period (6119)
Imports/Exports | Billing | DVA CNMDS Export
This update fixes a problem with the DVA CNMDS export where it was creating a comma-delimited CDS
file that was then opened in MS-Excel. The export will now create an XLS file instead.
Imports/Exports | Billing | DVA CNMDS Export
This update fixes a problem where, when the Excel file was generated by the DVA CNMDS export, the
background of certain cells in the file was colored yellow. All cells are now saved with a background color
of white.
For the DVA CNMDS export, wound care will now only be reported on the first claim item code for a given
28-day period. If the reporting period is greater than 28 days, wound care will also be reported on the
first claim within the next 28-day range. For example:

Claim date May 1 - Wound Care is Reported

Claim date May 9 Wound Care is not Reported

Claim date May 29 - Wound Care is Reported

Claim date May 30 - Wound Care is not Reported
For the DVA CNMDS export, the client’s current address will be used for columns 8a, 8b, 8c, and 8d of the
Service Users, (i.e., Client Data), record layout, instead of their permanent address.
Palliative (NT51) visits for the DVA CNMDS export are no longer validated for staffing visits.
2
22096
2
22264
2
22222
22911
2
2
21532
The Break in Care date for the DVA CNMDS export is now determined based on the clients claim period,
(i.e., Claim Date + 28 days), instead of on the export period dates.
Previously, the DVA CNMDS export was not validating that the previous assessment was actually in the
previous export period. This issue has been fixed. If the previous claim is in current export period, the
discharge/death claim will now be exported.
2
21540
2
21566
16 REPORTS
Title
Description
16.1 Billing Details Report Performance
Improvements
16.2 Client Listing Report Performance
Improvements
We have improved the performance of the Billing Details report. Previously, the query would display all of
the records in the entire database. Now, the report examines the references for each order to determine
which records to display.
Previously, the Client Listing report was very slow when filtering by a specific Care Plan activity. We have
now improved the performance of this report.
Procura 7- User Release Notes
ID #
22066
22085
111 of 155
2
2
16.3 Client Dated Notes
Report - Performance
Improvements
16.4 Client Calendar Schedule
- Ability to change format
16.5 Visit Counts By Funder
And Billing Code Performance
Improvement
16.6 Employee Roster Report Date Column Headers
Procura 7- User Release Notes
We have improved the performance of the Client Dated Notes report.
2
22086
This update allows for the capability of changing the font size of the Days per Week. In the previous
format of the calendar, visually impaired clients had trouble seeing the small type. Therefore, we have
added the option to print the report onto Legal Size Paper and to select a larger font, to a maximum of 12
points.
We have improved the performance of the Visit Counts by Funder and Billing Code report.
1
18661
2
21722
The Date columns in the Employee Roster Report are now displayed using the Windows ‘short date’
format.
2
21833
112 of 155
16.7 Client Assessment Report
Enhancement
Reports | Client | Client Assessment Report
The Client Assessment report has been enhanced with the ability to print more client information contained
in the client record.
16.8 Capacity Manager - Call
Me Hover Feature
Procura 7- User Release Notes
The Capacity Manager now includes all CallMe! calls in its count of received calls, no matter what the
status of the call is. The CallMe! batch process does not need to be run for a call before the Capacity
Manager will count it.
2
21744
113 of 155
17 REPORTS - USA
Title
Description
17.1 California Reporting Unduplicated Patient
Listing and Count
CRW Report
The CRW Report has been updated so that it sorts patients in alphabetical order.
ID #
2
21941
18 REPORTS - CANADA
Title
Description
18.1 Report Writer - Transport
Roster Report - Add visit
dates
The CRW Transport Roster report now displays the visit start and stop times in the AM/PM format beneath
the visit information.
ID #
2
22900
19 REPORTS AUSTRALIA
Title
Description
19.1 CRW - GST Payment
Report v1 Paid Invoices
19.2 CRW - Staff Productivity
Report
Previously, the date range on the GST Payment report referred to Invoice Date on the report interface.
Therefore, we have changed the label on the report to Payments-Date Range.
This release corrects an issue where the types of visits that were counted when the Indirect% and
Admin% values were calculated was incorrect. Now, all attendance type visits are excluded from the
indirect% count, and both Administration Time and Case Conference are counted as part of Admin%.
This update now excludes from the Client Services Co-Payment Report those records that use employees
with 'DVA Claim Fee' as a last name.
This update enhances the printing of PASE assessments that contain an Assessment type question with
answer choice references of 001 (ONI) and 004 (DVA). If the user chooses reference 004 (DVA), they will
be prompted to print the ONI Report and/or the DVA Veterans Only Report. See also enhancement
#22303.
19.3 Exclude DVA Claim Fee
Visits from reports
19.4 DVA ONI - Not printing
core ONI in 6.2
Procura 7- User Release Notes
ID #
21923
2
2
22833
2
22414
22275
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2
DEFECT CORRECTIONS
20 DEFECT CORRECTIONS
Title
1
2
3
4
5
corrected
Description
OASIS spell check
OASIS and 485 –
Medications not saving linkage to
MEDDB or Custom Medications BPL 6.2.1.5
Archived service plans
showing on the final 485
CIS Inbox – Not
finding matches based on bill
codes
CIS inbox - Directions
to Home field being overwritten
6
CIS Inbox Permanent Address
7
CIS Inbox - Allows
picking of archived funders
8
MDS-HC Comment
Changes grid does not expand
with the size of the window
Australia - NB01 not
creating with Propase.bpl
9
10
11
Employee Schedule
report is double-spaced
Callme! - HL7
Procura 7- User Release Notes
ID #
Clients | OASIS
Previously, if the user entered text into questions POC21/22, and then saved the OASIS, returning to
the OASIS and running the spell-check feature on these fields would produce an error. This update
corrects the problem.
Client | OASIS Client | Episode | Physician Orders
Previously, when changes to medications in OASIS or 485 were saved, the link from the existing
records to the Medications database and Custom Medications would be broken. This update corrects
this issue.
Clients | Episodes | Physician Orders | Plan of Care (485) Report
Archived service plans will no longer be reported on the Plan of Care (485) Report.
Clients | CIS Inbox
This update fixes an issue where funders were not matching properly on bill codes.
21729
Clients | CIS Inbox
This update fixes an issue where, if there were directions to the client’s home, they were being
deleted if the CHRIS CIS Inbox Referral did not specify those directions.
Client | CIS Inbox
This update fixes an issue where the client’s permanent address was being updated by the CIS Inbox
Referral processing if the Update checkbox was not checked.
Clients | CIS Inbox
This update fixes an issue where archived funders were still available for selection on the Service
Referral and Service Offer processing forms.
Client | MDS-HC
This update fixes a problem where the Changes grid on the MDS-HC Follow-up/Special Comments
form did not resize if the form was resized.
Clients | PASE
This update corrects an issue where a NB01 Claim Fee visit was not being generated when the PASE
assessment was completed.
Reports | Scheduling | Employee Schedule Report
This update fixes an issue where the format of the Employee Schedule Report was double-spaced.
Imports/Exports | Imports | HL7 Import
22746
22537
22446
22755
22660
22756
22411
22243
22206
22698
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12
EDCCALLS Unique ID in AUX_ID
Field
Billing - HCFA 1500
does not use 15 minute units
properly
13
Edmonton CCLD
Summary Report - Sort is
incorrect
14
Schedules Date
Format and Employee Availability
date format
15
Billing Details
Navigation Buttons Go Grey
16
Visit that splits over
end-of-billing-batch-date
duplicates
17
Promaint.bpl 6.0.1.1
Caused Rate Grouper to be
mandatory
18
19
calculation
Clients Requiring Re-
Billing Rates Module:
Override Pay
Procura 7- User Release Notes
We have resolved an issue where duplicate opening and closing calls were being created in Callme!
Billing | Invoices | Print Invoices
Previously, if the Funder Agency Reference Label (FARL) with the label ‘15-Minute Units’ and a value
of Yes was defined, the billing durations of visits was not being translated into units properly. This
update fixes this problem and prints the duration to Box 24G on the HCFA 1500 form.
Reports | Billing | CCLD(Edmonton) Report
This update fixes a problem where the first row of the CCLD Edmonton Summary Report (HCIS) was
displayed when it should not have been. This resulted in duplicate rows appearing on the report,
which was affecting the totals.
Employees | Availability
When creating a new employee specific rotation, which involves a time that exceeds 12:00 noon, that
time was displayed in 24-hour format within the calendar. However, in the Day Details section, it
displayed in the standard 12-hour format. This problem has been fixed. We have updated the
Employee Availability form to format time based on the option ‘Display 24-Hour Time’ in the
Environment Options window.
Billing | Details
In Billing Details, if the user selected a client that was not part of the batch, the navigation buttons
for Previous and Back-To-First were disabled. This issue has been corrected. Users will now be able
to use the Back/Next buttons to navigate.
Billing
When a visit is split over midnight of the last day in a billing batch for a client, and the user
recalculated the billing for that client, the portion of the visit that would normally fall into the next
billing batch was replicating itself in the billing records. This problem has been fixed.
Maintenance | Billing Setup | Billing Rates Module
When the user using a non-USA database attempted to add a new billing rate after applying a new
.bpl file, the Rate Grouper field was mandatory, but not functional. Therefore, they could not add a
new billing rate. This issue has been corrected. The Rate Grouper is no longer mandatory for nonUSA databases.
Billing | Clients | Clients Requiring Recalculation
If the Timekeeping order for a client was changed to an order that started before the billing period
started and that ended before the billing period ended (but after the period started), that client would
not display in the list requiring recalculation. This issue has been resolved.
Maintenance | Billing Setup | Billing Rates Module | Billing Records
When the user created a new Billing Table, the Override Pay Rate drop-down box would be blank,
even when the appropriate Pay Tables and Labour Agreements were validated. This caused the
Override Pay Rate drop-down box to be empty when they added or changed a billing record in a new
Billing Table. This update has corrected the issue.
22219
22481
22179
22225
21633
21603
22310
22279
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20
Expenses add via
Quick Vis Intake, Description not
available
21
Billing Batches - No
validation when adding blank,
new Billing Batch
22
PROWAM.EXE Performance Improvement
23
Visits matched
outside variance not included
Callme! - Matching
Problems with CVIDs 0000
24
25
CVID of 0000 Caused
visits to not be matched
26
ProHL7 looking to
SysNextKeys row EDVisits
Accept Schedules
Brings Across Allowance Code
27
Scheduling | Employee Schedules | Quick | Expenses | Add
When the Expenses button was used to open the Expense/Mileage Record Information form from the
Quick Visit Intake form, the drop-down boxes for the Description, Pay Record Type, Select Order To
Bill and Bill Record fields were lost behind the form. This update ensures that these lists will always
appear on top of the form.
Billing | Billing Batches | Add
When the Description field in the Calculation Batch window was left blank and the user clicked the OK
button, no error message displayed, even though the Description field is a required field. This
problem has been fixed.
This update improves the performance of the PROWAM.EXE utility. Previously, the check for existing
workflow tasks query was filtering based on data within a memo/text field and could not be indexed.
21593
This update fixes a problem where allowance codes were not being processed for matched CallMe!
calls that were outside of variance.
Timekeeping | Callme!
This update corrects an issue for Callme! users that use the four zeros (0000) for the CVID. If an
opening Callme! call had an incorrect phone number with no closing call, the call was not being
matched to the correct visit. So subsequent calls from that employee, which did have the correct
phone numbers, were not matched because their visits where already matched to the incorrect call.
With this update, opening Callme! calls will now only match calls to clients using the opening call
telephone number and they will only use the closing call telephone number if the opening call number
is incorrect.
Timekeeping | Callme!
When a Callme! User was using the four zeros (0000) for the CVID, all of the visits that were entered
in Callme! were being ignored by Batch Processing and the PROWAM.EXE utility. A visit that was
assigned a CVID of 0000 was causing the Batch Callme! Processing to skip the telephone matching
logic for CallMe! Visits. This issue has been resolved. Note that customers using the Working Alone
solution will need to use PROWAM.EXE 6.0.0.9 or higher to receive this correction.
This update fixes an error in the main query where the table name EDCVISITS was misspelled. This
caused the values entered by ProHL7 to conflict with pre-existing values.
Timekeeping | Adjust | Callme! | Callme! Visit Comparison
When an unmatched Scheduled Visit was selected, Procura was attempting to find a corresponding
Actual Visit. If it did not find the corresponding Actual Visit, the cursor would remain on the previous
Actual Visit, even if it was already matched to another Scheduled Visit. So, when the user clicked the
‘Accept Scheduled’ option, the Allowance Codes for the prior record were added to the unmatched
Scheduled Visit.
22574
21700
22527
21931
22172
22271
22371
This problem has been fixed. Now, when a user selects an unmatched Scheduled Visit, if Procura
cannot find a potential unmatched Actual Visit and the cursor is sitting on an Actual Visit that is
already matched to a different Scheduled Visit, that Actual Visit will be deselected. The user will then
be required to find a different match.
Procura 7- User Release Notes
117 of 155
28
Detail Printing Format
from Web Portal
29
Conflict Checking &
Verified Visits Change Request
30
Batch Processing
Report: Dept Filter
31
Callme! - Duplicate
alerts after visit change
32
Callme! Allowances Using Accept Actual button does
not generate mileage
33
Callme! - Only
Timeless visits accept duration as
actual.
Callme! WAM Task Link Comments to Call
(BAYCORP-115)
34
35
Callme! - Employee
Maintenance Not Refreshing
36
Callme! Employee
Maintenance: OK not
transmitting change
Procura 7- User Release Notes
The following problems have been fixed in the Client Detail report for Callme!:
22351

Client Name should be in the format: First Name and Last Initial

General Information should exclude the Birthdate

Client Numbers should not be reported
Scheduling | Client/Employee Schedules
Previously, it was possible to send Verified Visits to a planner via conflict-checking of Employee
Availability. Once they were listed on the planner, these visits could not be removed. So we have
adjusted the checking for availability conflicts so that Verified Visits will be ignored. Conflicts with
Employee Availability will no longer be generated for Verified Visits. Note that Verified Visits will still
cause availability conflicts for Unverified Visits.
Timekeeping | Callme! | Print
When the Department filter was used for the CallMe! Batch Processing Report, unmatched visits for
employees who were not assigned to the selected department were being included when they should
not have been. This issue has been resolved. Only those employees who are valid for the selected
department will now be printed.
After a Callme! call is opened, a task is generated for a visit. But, previously, if the user edited that
visit in the Scheduling module, new visits were generated with new visit ID numbers. A subsequent
opening call would then cause another task to be generated for the new visit. This problem has been
fixed in the PROWAM.EXE utility. If the change date of the visit is later than the stop/start dates of
the visit, the visit will not be included for generation of workflow tasks or email notification.
This update fixes a problem with Callme! Visits to which allowances were attached, such as
expense/mileage. Previously, if those visits fell outside of variances, the visit was not verified, nor did
it have expense/mileage generated. If the user clicked the Accept Actual button, the visit was
verified, but the allowances that were attached to it did not generate expense/mileage records.
With the application of the Callme! Accept Actual Duration enhancement, visits with a start and stop
time were not being processed correctly. Only timeless visit were being correctly processed. This
problem has been fixed. See also enhancement 21595.
Timekeeping | Adjust | Callme! Visit Comparison
The Callme! WAM process can create tasks if calls are not received when they are expected to be.
But these tasks were only visible on existing task forms, not on the Callme! Comparison form.
This problem has been fixed. Now, a grid is displayed in the lower left-hand corner of the form,
which lists any of these special tasks that are attached to the selected visit. Only a subset of the task
information is shown in the grid. But double-clicking a row in the grid will display all of the task
information. If the visit has none of the special tasks associated with it, the grid will be empty.
Maintenance | Employee Setup | Callme! Employee Maintenance
The Employee Maintenance form was not being refreshed after the user made edits to the Callme!
options for an employee. This issue has been corrected.
Maintenance | Employee Setup | Callme! Employee Maintenance
When the user made edits to the Callme! options for an employee, the OK button was not
automatically transmitting the changes. This issue has been corrected.
22421
22462
22505
22103
21730
&
21271
22092
22246
22247
118 of 155
37
Automatic update will
uncheck the Employee
38
Complete Task Modular window
39
Web Portal - Users
can no longer be prevented from
selecting dates.
40
HL7–
only_transmit_current_ status
41
NW-21 Not
calculating correctly
42
Visit Activity Script
Request (SEHC/CellTrak)
43
Client Audit Log Department status change - hide
the date 12/30/1899
44
Client Audit Log order stop date is incorrect when
order status changes
Procura 7- User Release Notes
Maintenance | Employee Setup | Callme! System Maintenance
When updating the Callme! Information for an employee, errors that were received from the call
service were turning the Auto-Update Option off in Callme! System Maintenance. This problem has
been fixed. An Update button has been added to the Callme! Employee Maintenance Edit form that
will be enabled if the Auto-Update Option is disabled in Callme! System Maintenance. This will allow
users to manually update the Callme! information for a single employee if they do not wish to use the
Auto-Update method.
Scheduling | Tasks | Edit Task | Complete Button
When the user chose the option ‘The task cannot be completed’ without choosing a reason from the
drop-down box, the error message that was displayed was lost behind the window. This problem has
been fixed.
Previously, users were able to select a date range on the Procura Employee Portal via the Show
Schedule button. But this action was not always desirable. Therefore, we have added the option
USERPICKDATES to the CONFIG.PHP file, which the System Administrator can set to T (true) or F
(false). This will determine whether the Show Schedule button will display to the user.
Imports/Exports | HL7 Transmission
When the –only_transmit_current_status option is enabled on the Trusted Partnership and a ‘0’ is
specified at the end to support varying time zones, the current date was not being updated correctly.
This was causing the utility to export all statuses. This problem has been fixed.
Timekeeping | Build
Attendance type visits other than ‘Home Visit’ were being included in the Custom Mileage Rules
calculation. This was adjusting the calculations incorrectly. This issue has been corrected. Only
attendance type visits for ‘Home Visit’ will be included for the purposes of the Custom Mileage Rule
calculation.
When visit-specific activity durations were used as a means of providing information about the length
of a visit, the HL7 utility was removing the activity for the visit if the employee who operated CellTrak
did not ‘Complete’ it on the device. This caused the visit to be billed and paid at an incorrect rate.
This problem has been fixed.
Clients |Select | Audit Log folder
Clients |Select | Department folder
When the user changed the Department status from Active to any other status, and then viewed the
edit log file that was generated, the date ‘12/30/1899’ was displayed in the Removed Value section.
This problem has been fixed.
Clients | Select | Order/Episode folder
When the user added an Episode/Order, and then changed the start or end date, multiple entries
were generated in the Client Audit Log file. This problem has been fixed.
21954
21978
21916
22218
22343
22296
21668
21670
119 of 155
45
Order Service Plan changes
Clients |Select | Orders folder | Service Plan
This update fixes the following issues with the Service Plan:

21678
When a service plan record is edited, we will change the Units from ‘other values’ to
‘PRN’.

46
47
Errors
Service Plan Conflict
Duplicate Dated
Notes generated when editing
Order/Episode Start Date &
Automatic Dated Notes on Status
We now include the text ‘Over 1 Visit’ in the description, (e.g., 2 Hours Over 1 Visit
Per Week for 6 Weeks), when the Units has a value <> PRN, (e.g., Hours over 1 visit Per Week).

We now include the text ‘2 PRN Hours over 1 Visit’ in the description when the Units
has a value = PRN, (i.e., 2 Hours over 1 PRN visit).

We have changed the default for the Expire/Discharge date to that of the Effective
date.

If the user did not physically re-select the date, and then save, the date was not
being saved. So we now retain the current date in the field and save it when the user saves the
record.
Scheduling | Client/Employee Schedules
Monthly service plans, which had effective dates that did not start on the 1st of the month, were
generating conflicts incorrectly in the months that followed. This problem has been fixed. Service
Plan conflict checking was looking at a service plan in the future, rather than the one that was
currently in effect. So it was factoring in visits that were not billable.
Clients/Employees | Select | Order/Episodes folder
Maintenance | General Setup | Department Module | Edit | Status tab
We have fixed the following issues by updating Status Generation to create a Dated Note even if visits
are not affected. This will occur for both Schedulable and Non-Schedulable client, employee and
order status changes:


48
Dated Note - spell
check not working
49
Care Connection,
Display Filter Options
50
Client Intake: Can
assign contact without contact
type
Procura 7- User Release Notes
21848
21864
&
21835
Duplicate Dated Notes were being generated when the user edited the Order/Episode
start date
When Dated Note types were attached to all clients statuses, they were only
generating for statuses that are non-schedulable
Clients | Select | Dated Notes folder
When typographical errors in the body of a Dated Note were corrected by running spell-check, they
were reverting back to their original spelling when the spell-check was completed. This problem has
been fixed.
Clients/Employees | Care/Employee Connection | Display | Filter Options
The sort order of the filters was not being saved. This problem has been fixed. The Filters Setup
form now saves the sort order of the filters to the registry.
Clients | Intake
When switching between formal and informal contact types via the Client Intake form, the Contact
Type drop-down box was being cleared automatically. This allowed the user to assign a contact to a
new client, without selecting a contact type for that contact. This problem has been fixed. The Add
button will now be disabled if the user leaves the Contact Types drop-down box empty.
21924
&
21691
21557
22550
120 of 155
51
52
Find Directions MapQuest bugs out on country
code CANADA
Default
Visit History Archived
53
Find Directions Links Client Information | Address
54
Error typing full date
in to order form
55
Windows 2008 - 64bit
- adding order
56
Mobile phone number
does not print in client profile
report
57
Incorrect syntax near
'F' - client intake
58
Episode Recertify
button - allowing duplicate
episode dates - same payer
source
Procura 7- User Release Notes
Clients | Select Addresses folder
When clicking the Find Directions link in Clients Addresses, the MapQuest program would sometimes
attempt to look for the client’s address in the United Kingdom, even when using the country code for
Canada. This problem has been fixed. Now, if both the client and system country codes are changed
to ‘CA’ through the Maintenance system options, MapQuest will correctly identify the location.
Clients | Select | Visit History folder
Employees | Employee Information | Visit History folder
When a Visit History note was created in the client's record, and then it was deleted and another one
was created, the Archived box was filled with invalid data. This issue has been corrected so that,
when adding new visit history to a client or employee, the Archived box will now default to
unchecked.
Clients | Select | Addresses folder
When the client’s current address was not the same as their permanent address, clicking the Find
Directions link for the permanent address would look up the current address, and vice-versa. This
update fixes this problem.
Clients | Select | Episodes | Add
When entering a new order or episode for a client, if a complete date using the year 2010 was typed
directly into the Start Date field, an error message was displayed. This update resolves this problem.
Clients | Select| Orders folder
When the user was running Procura in a 64-bit environment, an error was generated when they
added an order or episode. This update resolves the issue.
Reports | Clients | Client Profile Report
If the client had both a Home and Mobile phone number listed, both numbers would print on the
Client Profile report if the Print Phone No. option was selected. However, if they only had a mobile
number listed, it was being omitted from the report. This problem has been fixed.
Clients | Intake | Find Clients | Intake
When the user added a contact via the Client Intake form, an error was displayed when they clicked
Add. We have fixed this problem.
Clients | Select | Episodes folder | Recertify
Procura was allowing a duplicate Medicare episode to be created when the Recertify button was
clicked. So, if the user highlighted the wrong episode in the episode list, the Recertify button would
create a new episode based on the dates in the episode they had highlighted. This update corrects
the problem. When recertifying, the new episode dates will now be validated against the client’s
existing episodes.
21621
22461
21849
21692
21560
22232
22400
21898
&
22370
121 of 155
59
Episode service plan duration exceeding episode end
date
60
Client Intake - click
OK after select dept causes
freezing
61
Diagnosis Lookup
causing database error on client
intake
62
Physician/pharmacy
cannot be removed
63
CRM from Customer
form
64
CRM - Error received
when viewing Organization
contact
Procura 7- User Release Notes
Clients | Select | Orders/Episodes folder | Service Plans
When the user entered a service plan for a Medicare patient in a client episode, Procura did not allow
for a duration that terminated after the end date for that episode. An error was generated to force
the user to enter a shorter duration for the service plan.
This problem has been fixed. A warning message will now be displayed if the service plan exceeds
the order/episode end date. The user will need to confirm that they want to save the service plan
with the selected expiry date. Note that this update does not correct Auto Service Plans. Episode
service plans that were generated from Auto Service Plans will have their expiry dates updated to
equal the episode stop date if the expiry date is greater than the stop date.
Clients | Intake | Intake | Intake
This update fixes an issue where the Client Intake form froze when the user selected the client's
department, and then clicked the OK button to automatically add them to that department. Note
that, after clicking OK, the user will still be required to add an order/episode in order for some
configurations to finalize the intake process. However, they will be prompted with a warning.
Clients | Intake
If the user clicked the Lookup icon on the Client Intake form in order to perform a search, the search
options performed correctly. However, if they chose a diagnosis or procedure from the list, clicking
OK would result in a database error. This issue has been corrected. The diagnosis table will now be
opened correctly when the user uses the Lookup icon to select a diagnosis.
Clients | Select | Medications/Drugs folder
On the Medications/Drugs folder on the Client Information form, if the user edited the Physician and
Pharmacy fields, they were then unable to remove them. Selecting the Delete option from the rightclick shortcut menu or pressing the Delete key on the keyboard did not remove the entry. This
problem has been fixed.
Management | CRM
In the Customer Relationship Manager (CRM), if the user changed the selection filter or pressed F5 to
refresh the list of contacts, those editing features that were supposed to be disabled would be reenabled. This permitted the user to use those editing features when they should not have been able
to.
This problem has been fixed. Editing will now be disabled whenever this situation occurs. When a
contact is added from the Contacts folder in the Client Information form, an option to select that
contact from the CRM is now presented to the user. This option opens the CRM in such a way that
the user will only be allowed to select a contact. All editing will be disabled in order to prevent
possible data corruption. Note that adding, editing or deleting of contacts in the CRM will still be
allowed when it is opened from the Management menu.
Management | CRM | Organization Information
If the user added or edited an Organization or Organizational Contact in the Customer Relationship
Manager (CRM), an error was generated. This issue has been corrected.
21570
21580
22557
22230
22110
21922
122 of 155
65
CRM - Filter for Tasks
not working
66
Operational
Dashboard - SQL Error on import
Dashboard Hour
Display
67
68
Employee Application folder Theme Issue
69
GP Export - System
Reference for OT calc includes all
records
Cannot terminate
employee without planner
70
71
72
After employee intake
- Birth Month/Day fields are not
populated
ADP Payroll Export
Interface
73
When using export in
6.2 - generates Access violation
74
Export does not
detect first DVA claim
75
DVA Export
Requirement 5.5 Item codes
report staff service
Procura 7- User Release Notes
Management | CRM
If the user attempted to filter the tasks within a specific date range in the Customer Relationship
Manager (CRM), all contacts would be filtered out. This problem has been fixed. The filters for tasks
will now filter all contacts to which workflow tasks are attached, but only if the notify dates fall within
the specified date range.
This update fixes SQL Server errors that were being caused by a compatibility issue between SQL2000
and SQL2005 during the import of data for the Operational Dashboard.
Reports | Dashboards
This update fixes a problem where hours were not being displayed on a Dashboard, neither in the bar
graph nor when the user drilled down through the Dashboard.
Employees | Select | Applications folder
This update fixes a display issue where, when some Windows themes were active, the Reference
Dates grid on the Applications folder in the Employee Information form displayed differently from
other grids.
Imports/Exports | Payroll | Great Plains Payroll Export
This update fixes the overtime calculation rule, which was being mistakenly applied to all pay codes
when only O/T, OT or D pay codes should have had the rule applied.
Employees | Departments folder | Change Status
We have corrected a problem that was forcing the user to select a planner if they terminated an
employee when that employee did not have any visits that were affected by that status change.
Employees | Intake
This update fixes an issue where the Birth Month and Birth Day fields on the Employee Intake form
were not being populated.
Imports/Exports | Payroll | ADP Payroll Export
We have fixed an issue with the ADP Payroll Export where the Export button became disabled after
the user ran the Validation.
Imports/Exports | Payroll | Ceridian Tri-Data Payroll Export
When the Ceridian Tri-Data Payroll Export was started, it stopped with an Access Violation error and
no records were exported. This issue has been corrected.
Imports/Exports | Billing | DVA CNMDS Export
When there was only one claim validated for the export and the Claim From date did not precede the
range start date that was entered by the user, the claim was not being counted as a valid claim. So a
message was being generated. This issue has been corrected.
Imports/Exports | Billing | DVA CNMDS Export
When the DVA CNMDS Export was run, several of the item codes were reporting staffing resources
and ADL question values, even though these item codes do not require them to report this
information. We have fixed this problem. The export will now only report staffing resources and ADL
question values for non-event type item codes, (i.e., Travel, Wound Care, Assessment, Bereavement
or Palliative will be excluded).
22418
21925
21965
21552
22248
22233
21587
21866
21750
22283
22223
123 of 155
76
DVA Export Short
Admissions – Reporting Wrong
Admission Date
77
DVA Export-Item
codes paired with specific claim
validation
78
Requirement /CR 168
Palliative Logic
79
DVA Bereavement
Visits Error Logic (No Staff
Service)
80
DVA Palliative visit
Date Claim From Issue
Imports/Exports | Billing | DVA CNMDS Export
When running the DVA CNMDS export, if there was a client who had been admitted and discharged
within a single period, the export would report the Discharge date as the Admission date. This
problem has been corrected. The Admission date should only populate when the export detects that
the client was never admitted before the export was run. Therefore, the Admission date will now only
be reported on the first claim for the episode.
Imports/Exports | Billing | DVA CNMDS Export
In regards to the DVA CNMDS Export, it is mandatory that all claims have at least one valid staffing
resource visit for the exported period, regardless of the item code. This problem has been fixed. If a
client does not have valid staffing resources for period/claims, all item codes should report as having
failed the staffing resource stipulation. Therefore, item codes NT51, NT55, NT56, NT57, NT58, NT59,
NT60, NT61, NT62, NO63, NA01, NB01, NB10 are now validated accordingly.
Imports/Exports | Billing | DVA CNMDS Export
When the DVA CNMDS export was run for Palliative (NT51) claim fee visits, it was not recording the
correct claim date. We have fixed this problem. It will now record the claim date for the previous
regular claim fee visits. If the previous claim fee visit is not found, the Palliative (NT51) claim fee visit
date will be used instead.
Imports/Exports | Billing | DVA CNMDS Export
If a solitary Palliative (NT51) claim fee visit is exported using the DVA CNMDS export, staffing
resources are required to export this claim. But, previously, claims that did not have staffing resource
were not being omitted from the export results when they should have been, and no error was
displayed.
This problem has been fixed. If no staffing resources are found, an error will now be reported in the
validation report. If the Palliative (NT51) claim fee visit is exported with another claim fee visit that is
not of the Bereavement type, the staffing resources will be applied to the other claim and the
Palliative (NT51) claim will be exported with no staffing resources.
Imports/Exports | Billing | DVA CNMDS Export
When the DVA CNMDS Export was run, one-time Palliative Visits (NT51) were being reported in the
next concurrent claim, apart from standard, deceased, discharge claims and bereavement visits.
They were reported as not having any hours or visits (staffing service) and they were being omitted
from the export.
22229
22401
21539
21541
21542
This problem has been fixed. The claim date of Palliative Visits (NT51) will now be derived from the
claim date of the previous claim. If a previous claim is not found, the Palliative Visits (NT51) claim
fee date will be used.
Procura 7- User Release Notes
124 of 155
81
DVA Break in Care
logic issue (Proaus6.1.1.8)
82
DVA--Requirement
9.4.2 Error No DVA CN Found
83
DVA-Bereavement
claim validates next 28 period for
staff resource
84
HACC 2.0 SLK Logic
Error
85
VON SAP Payroll Attendance type name, pay
description, not being exported
Procura 7- User Release Notes
Imports/Exports | Billing | DVA CNMDS Export
The DVA CNMDS export was only including assessments that were dated on or before the Claim Fee
From date. This excluded assessments that were marked as In-Progress and that were dated within
the reporting period.
This problem has been fixed. The export will now include all In-Progress assessments for a claim visit
that occurs within the ‘Claims ending Date Range’. If the option ‘Include In-Progress Assessments’ is
not checked, these assessments will now be reported in the validation report for the current claiming
period. Note that Break in Care assessments will be reported in columns 15/O and 16/P on the
CNMDS form. If it is established that Break in Care start and stop dates should not be reported, the
Break in Care type (1, 2 or 3) will not be reported either. Furthermore, when a PASE assessment
Discharge or Death is selected, a claim fee visit(s) will be generated on the date of death/discharge
(DVA-R-006B). See also enhancement 21540.
Imports/Exports | Billing | DVA CNMDS Export
When the DVA CNMDS Export was run, clients who had billed staffing visits, but who did not have any
claim fee visits for DVA funders, were not being validated and reported in the validation report. This
problem has been fixed. The report will now contain an error, which will notify the user that they are
attempting to export a client who has verified, DVA funded, staffing service visits, but who does not
have an associated PASE assessment or claim fee markers.
Imports/Exports | Billing | DVA CNMDS Export
This update fixes a problem with the DVA CNMDS Export where, if bereavement claims occurred
within one day of the next logical claim date, they were either skipped or they were reported in the
wrong period. In addition, due to the staffing resource validation requirement, this NB01 claim was
not being allowed through to the export. This problem has been fixed. Item codes of NB01
(bereavement claim) will no longer be validated for staff resources.
Imports/Exports | Billing | HACC Export
When the question of Carer Availability was answered with a 3, 98 or 99, the SLK field was not being
preceded by a space.
This problem has been fixed. Now, whenever that question is not answered with a 1 (Has a Carer) in
the ONI assessment, the corresponding client data in the export file will contain the following:
 Column Q (item 24) will be filled with a value of 2
 Column R will be blank
 Column L will have a value of 1
Imports/Exports | Payroll | SAP Payroll Export
When the user selected ‘Attendance Types Only’ on the VON SAP Payroll Export form, the pay
description was exported, instead of the attendance type (clients.lastname) or expense description.
This problem has been fixed. If the user selects ‘Attendance Types Only’, clients.lastname will be
transmitted by the export. If they select ‘Expense Record’, the expense description will be
transmitted instead.
21543
&
21549
&
21565
&
22359
21544
22477
22731
22711
125 of 155
86
VON SAP Payroll Export path is not saved
87
VON SAP AR Export Remove Client ID from report
Change request
88
Rejections on CAHPS
manual upload for SHP
89
HH-CAHPS - SHP
Export Format Corrections
Imports/Exports | Payroll | SAP Payroll Export
The VON SAP Payroll export path that was defined by the user was not being saved. The user was
being forced to redefine the path each time they ran the export. This problem has been fixed. When
the user selects a path to which to save the file, the next time they run the export, that path will now
be stored and subsequently displayed in future runs of the export.
Imports/Exports | Payroll | SAP Payroll Export
There is no need for a Client Reference number to be specified on the VON SAP Payroll export form.
Therefore, we have removed the Client Reference selection from the form. The client's order
Accounts Receivable number will be displayed on the report.
Imports/Exports | Exports | HH-CAHPS Export
For the HH-CAHPS Export, the Date of Birth format has been updated to MM/DD/YYYY and the
following four questions have been updated to report zero (0) for a no answer:

DuallyEligibleForMedicareAndMedicaid

CareRelatedToSurgicalDischarge

EndStageRenalDisease

HMOIndicator
Imports/Exports | Exports | HH-CAHPS Export
The following corrections have been made to the SHP file format in which the HH-CAHPS formats
exported data:
22712
22716
22284
22478


90
91
92
HH-CAHPS - Export
Filename Misspelled
CAHPS export file
name
HH-CAHPS Export Label missing & OCS file naming
CCN duplication
Rename column 7 to 'LastName'
Enclose Social Security Number and zip code values in quotation marks, and insert
zeroes in front of the numbers

Only export the first 5 digits of the zip code

Default the TypeofSampling to 2
Imports/Exports | Exports | HH-CAHPS Export
We have fixed a problem where the HH-CAHPS Export file name was misspelled.
Imports/Exports | Exports | HHCAHPS Export
This update resolves a problem where the name of the HHCAHPS export file was missing the letter
‘H’.
Imports/Exports | Exports | HH-CAHPS Export
The following issues have been resolved with the HH-CAHPS Export:



Procura 7- User Release Notes
22468
22513
22231
Label for Lookback Period was missing ‘Months’
The CCN was being duplicated in the OCS output file
The CCN that was exported to the OCS/DSS output file did not always match the CCN
number in the file
126 of 155
93
RFA 3 and 5 not
including 0023 line for first visit
on RAP & ANSI 837 - exporting 3
LX 0023 lines
94
HL7 Outbound Client activities being sent with
Visits
95
HL7 Outbound Wrong trusted partner options
used for client care plan file
96
HL7 Outbound - only
transmit current status is still
sending old statuses
GP Pay Export - not
calculating OT correctly
97
98
SEHC ADP Attendance Types
99
SEHC ADP Payroll
Export - Record Counter
100
Avanti Payroll Export
- export Pay Code Reference
Value incorrect
101
ACCPAC Payroll:
Department Selection Grid
102
ANSI270 99+
patients ST & SE increment
update see 21243
103
error
Rapid Pay export I/O
Procura 7- User Release Notes
Imports/Exports | Billing | ANSI 837 Transmission
We have updated the ANSI 837 Transmission so that OASIS RFA3 and RFA5 will now be included to
generate Line 0023 in a claim. In addition, we have corrected an issue where multiple SV2*0023
segments were being exported when multiple OASIS records were entered for an Episode. The
export will now only write one SV2*0023 segment based on the first OASIS that is either a Start of
Care (01 RFA) or a Recertification/Follow Up (04 RFA).
Imports/Exports | Exports | HL7 Transmission
When there was a valid PASE document, the HL7 Transmission was exporting in visit files the care
plan activities that were at the client level. We have fixed this problem. Care Plans at the client level
are no longer being sent in visit transmission (SIU) messages for a CellTrak partner.
Imports/Exports | Exports | HL7 Transmission
This corrects an issue with the HL7 Transmission where the ORM/OBX segments that display care
plan activities were being combined into one file for those clients who were registered in different
departments.
Imports/Exports | Exports | HL7 Transmission
This resolves an issue with the HL7 Transmission where future-dated status changes were being
exported instead of the current department status.
Imports/Exports | Payroll | Great Plains Payroll Export
This resolves an issue with the Great Plains Payroll Export where Overtime Expense records were not
being matched to the visit correctly.
Imports/Exports | Payroll | SEHC Payroll Export
When an attendance type was not marked for Transfer to Payroll, it was being exported by the SEHC
Payroll Export when it should not have been. This problem has been fixed. Attendance Types will
now be exported only if they are marked for Transfer to Payroll.
Imports/Exports | Payroll | SEHC Payroll Export
This update fixes a problem with the number of marked records that were being displayed in the
summary report when the SEHC Payroll Export was run.
Imports/Exports | Payroll| Avanti Payroll Export
The Avanti Payroll export was not writing the Reference Value of the Pay Code. It was writing the
Pay Code Description value instead. This update corrects the value that is being exported. The
export now writes Pay Code: Reference Value instead of Pay Code: Description.
Imports/Exports | Payroll | ACCPAC Payroll
This update fixes a problem where the Department Selection grid in the ACCPAC Payroll export was
only 1 line, instead of 3 lines.
Imports/Exports | Billing | ANSI 270 Transmission
When ANSI 270 files were at their maximum of 99 patients, an additional file was being created by
the ANSI 270 Transmission, which was not incrementing the ST and SE segments by 1. This problem
has been fixed. When exporting multiple ANSI 270 files, the ST and SE Segments will now be
incremented.
Imports/Exports | Payroll | Rapid Pay Export
This update resolves an I/O Error 32 error that was being produced when the user ran the Rapid Pay
export.
22331
&
22286
21973
21896
21887
22397
21756
22020
22567
22520
22529
21581
127 of 155
104
CSTDA NMDS Export
- negative values for blank
answers
105
HL7 - outbound client directions appearing in
ORM message
106
HL7 Care Plan
Message sent with incorrect
comments
107
HL7 transmitting
archived task details
108
CMIPS II export change format of 2 hours fields
109
HOBIC - PID-4
missing some data
110
HOBIC - OBX-11
segment missing S
111
HOBIC - Only the
primary informal contact should
be printed
112
HOBIC - PID-15
missing value when primary
language not selected.
Procura 7- User Release Notes
Imports/Exports | Billing | CSTDA NMDS Export
This update resolves a problem with the CSTDA NMDS Export where, if a PASE question was not
answered by the user, the export was transmitting negative values in the columns that correspond to
it.
Imports/Exports | Exports | HL7 Transmission
This update resolves a problem with the HL7 Transmission where client directions were being
displayed in an ORM message, (i.e. a message that contains care plan information).
Imports/Exports | Exports | HL7 Transmission
This update resolves a problem with the HL7 Transmission where a one-time visit was transmitted to
the Celltrak Portal, but the Comments field of the message that was being generated contained
information that was not associated with the care plan for the client.
Imports/Exports | Exports | HL7 Transmission
This fixes an issue with the HL7 Transmission where the detailed description of a care plan activity
was being replaced with the contents of an activity that had been archived. It also adds the following
new switches to the trusted partner: /ALLOW_CLIENT_CAREPLAN and
/ALLOW_CAREPLAN_DESCRIPTION. These switches allow the transmission of non-archived care plan
activities, without the requirement of a new PASE assessment.
Imports/Exports | Billing | CMIPS Export
This update fixes a problem with the CMIPS II Billing export where the value in the Recipient
Authorized Hours and Recipient Billed Hours fields was being formatted as a decimal. The format of
these fields has now been changed to HHHMM, (e.g., 30.5 hours is now represented as 03030).
Imports/Exports | Exports | HOBIC Export
When the HOBIC Export was run, the value that was being displayed in PID-4.1 was the Health Care
Number (HCN) client reference number. If this client reference number is missing or is empty, the
export should generate 10 zeroes plus ^UNK. Therefore, this value should have been appended with
the province code that issued the number, (e.g., ^CA-ON). This problem has been fixed.
Imports/Exports | Exports | HOBIC Export
This update resolves an issue with the HOBIC Export where the OBX-11 segment was not displaying
the value ‘S’ when it should have been.
Imports/Exports | Exports | HOBIC Export
This update resolves a problem with the HOBIC Export where, if the client had multiple informal
contacts, a number of NK1 segments were being created. Only the primary informal contact should
be printed.
Imports/Exports | Exports | HOBIC Export
This update resolves a problem with the HOBIC Export where PID-15 did not contain the primary
language of the client in the ISO639-2 format. UNK was missing for clients who did not have a
primary language or for whom no languages were selected. For clients who do not have a primary
language, UNK will now be displayed.
22318
21712
21984
21934
22131
21911
21919
21920
21915
128 of 155
113
Running ANSI 837
Export produces error
114
Status Processing Generating Log File to Procura
Temp Folder
115
Dated Notes - Body
text not sent when using Plain
Text
116
Check for updates not
placing release notes in proper
folder
117
Spelling error - User
environment options
118
SP9 error with dated
note creation on status change
119
Spelling mistake on
CIS referral
120
Prompt user message
not displaying correctly
121
General - clipping in
department reference numbers
122
HL7 - Error checking
on import
123
HL7 Passive Mode:
PID-33 not being populated
Procura 7- User Release Notes
Imports/Exports | Billing | ANSI 837 Transmission
This update fixes a problem with the ANSI 837 Transmission where, when the user checked the Show
All box, and then they clicked Select All and checked the Specific Claims box, when they opened the
Specific Claims form, an error was displayed. This was caused by over 20,000 billing periods that
were being selected for display in the Billing Period grid. Now, only billing periods that contain ANSI
837 Invoices will be selected. This will greatly reduce the total number of billing periods to be
processed.
Maintenance | Processing | Statuses
This update fixes a problem where Status Processing was generating a log file that should only be
generated for test versions of Procura. The status processing log file will no longer be generated.
User | Create Dated Note
This update fixes a problem where, when a Dated Note was created in Plain Text mode, (i.e.,
Options, Send Email As, Plain Text), the body of the email was blank.
Maintenance | Utilities | Update Procura Tables
This update fixes a problem where, when the user selected Check for Updates, the release notices for
service packs were being stored in the Updates folder instead of in the Applied folder.
21985
User | Environment Options | Spellchecker Options tab
This update corrects the misspelling of the label ‘Grammar’ in the Environment Options window. The
label is now correctly spelled.
Clients | Select | Orders folder
If the ‘Create Dated Note for Status Change’ option was enabled on the Status folder in the
Departments Module and the start date of the order was then edited by the user, an error was being
generated. This issue has been corrected.
This update changes the misspelling of the word ‘Ignored’ on the CIS Referral form so that it is now
correctly spelled.
This update fixes a problem where the System, Group and User notification/message windows that
can appear when a user logs in were not displaying the notification message correctly.
Maintenance | General Setup | Departments | Edit | General folder | Default Reference Numbers |
Edit
This update fixes a problem where a screen label/field was being cut off or overwritten by another
label/field when auto-generate was set for department reference numbers.
22273
Imports/Exports | Imports| HL7 Import
If the user did not specify the option -stfid on the inbound trusted partner, the HL7 import process
generated an error for every import. However, the process would complete properly using the
Procura EMPID that was supplied in the import file. This problem has been fixed.
Imports/Exports | Exports | HL7Transmission
This update fixes a problem with the HL7 Passive Mode where the PID-33 element was not being
populated with the client change date.
22479
21583
21572
21767
21936
22363
22281
22498
22582
129 of 155
124
HL7 Passive Mode PID-7 should not include time
125
HL7 - Line Breaks
parsed from Hazard Comments
126
HL7 - Care Plan
Activities - visit care plan
activities can be out of order
127
HL7 /ALLOW_MULTI_CLTDEPT for
Attendance Types
128
HL7 Inbound Restrict unscheduled attendance
types (SEHC-64)
129
HL7 Inbound - only
one dated note created per day
130
HL7 Outbound attendance type ADT message
PID-2, PID-3
131
HL7 - Employee
Transmit Button transmits
Attendance Types
132
HL7 - Client or
Employee Transmit buttons use
session instead of DB time
Procura 7- User Release Notes
Imports/Exports | Exports | HL7 Transmission
This update fixes a problem with the HL7 Passive Mode where the Date of Birth field was also
displaying the time. The Date of Birth field is now formatted as YYYYMMDD.
Imports/Exports | Exports | HL7 Transmission
This update fixes a problem with the HL7 Transmission where line breaks in the Comments field of
the Physical Environment folder in the Client Information form were being parsed into ADT messages.
Line breaks will now be removed from the Comments area.
Imports/Exports | Exports | HL7 Transmission
The Care Plan activities that were being exported in the visits transmission (SIU) were being
transmitted in whatever order the SQL Server determined would be most efficient. However, the
activities should be written in a consistent order. Therefore, this problem has been fixed. We now
ensure that there is consistent ordering of the OBX segments.
22583
HL7
Normally, Attendance Types are transmitted with only the Celltrak location in the PV1 segment.
However, previously, if the switch /allow_multi_cltdept was used in the Attendance Type trusted
partner, the PV1 segment was using DEPT_ID^DEPT_NAME. This problem has been fixed.
Imports | Exports | Imports | HL7 Import
This updates fixes a change request to restrict attendance types by pay level.
22236
Imports | Exports | Imports | HL7 Import
This update fixes a problem with the HL7 import where a dated note was not being created if there
was already a dated note in existence that contained the same subject line on that day. Now, when
the switch /allow_detailed_visit_noteis enabled, a dated note can be created for every visit, even if
there are multiple visits on the same day.
Imports | Exports | Exports | HL7 Transmission
We have updated the HL7 Transmission so that, when the user exports attendance types to Celltrak
as clients with ADT messages using the /allow_only_att_types switch, the 5-digit department CVID is
put into PID-2 and the client_id is put into PUD-3.
Imports/Exports | Exports | HL7 Transmission
When there were both Attendance Type and Employee transmissions enabled for a particular
department, and the user clicked the Transmit button on the Employee Information form, the HL7
Transmission would transmit Attendance Types when it should not have. This problem has been
fixed. Attendance types are no longer exported when the Transmit button is clicked.
22117
HL7
When using the Transmit button on either the Client or Employee Information forms, the system log
entries would use the local PC time, instead of the server time. For example, if the user was
connected to a database that was served in Eastern Standard Time (EST), any system log entries that
were generated from that database would be logged using the time on the client’s PC, rather than the
local server time. This problem has been fixed.
22107
22648
22659
22040
22118
22106
130 of 155
133
HL7 - outbound.
/allow_only_att_types location
output is incorrect
134
Cannot select existing
order to update
135
HL7 - Unscheduled
Attendance type visits created
when they should not be.
136
HL7 - Passive Mode PID Identifier Other is not being
parsed.
137
HL7 - Passive Mode if address options are not used
don't print them.
Imports/Exports | Exports | HL7 Transmission
This update fixes a problem with the HL7 Transmission where an extra element was being inserted
after element two in the PV1 segment.
Clients | CIS Inbox
When the user chose an existing order, the system would change back to ‘new order’. This issue has
been corrected.
HL7
This update fixes a problem with HL7. When the user used the HL7 Trusted Partner option ATTENDANCETYPE_PAYLEVEL, attendance type visits that did not match the trusted partner setup
were still creating records in the table Edccalls. In addition, when processed using Callme! batch
processing, attendance type visits were still being created in Timekeeping.
Imports/Exports | Exports | HL7 Transmission
This update fixes a problem with HL7 Passive Mode. When using the trusted partner option
PID_Identifier_other the value of the client reference number that is used is found and is matched to
the lookup table. However, the output was not being parsed; only the value of the Description field
of the lookup was output. The output should be the value of the client reference number after the 2digit provincial identifier and followed by the parsed lookup table information, (e.g.,
123456789^^^CANBC^JHN^). This problem has been fixed.
Imports/Exports | Exports | HL7 Transmission
With the trusted partner options /allow_current_address and /allow_permanent_address were being
used, the following problems were encountered with the HL7 Passive Mode. These problems have
been fixed:

22078
22463
22057
22494
22496
The current address option displayed the current address twice when it was used
alone.

138
HL7 - Passive Mode cannot transmit without
Allow_client_validation
139
HL7 - Passive Mode The merge message does not
need a 1
Procura 7- User Release Notes
When neither option was used, the current address was still being printed, even
though address information should not be printed without the option being enabled.

There was an additional caret (^) character inserted between the phone number and
the area code in the Home and Work phone numbers fields.
Imports/Exports | Exports | HL7 Transmission
This update fixes problems with the HL7 Passive Mode. Although the trusted partner option
/allow_client_validationis not required, clients who created an output file with an ADT^A08 message
would stop doing so when this trusted partner option was removed. No file was created. In addition,
if all PID identifier reference numbers contained empty values, a ADT^A08 file was still being created,
even though the warning message ‘Cannot transmit Other Identifier for client’ was displayed. We will
now ensure that transmitting HL7 information can still occur when this option is not used and that,
when it is used, PID identifiers are checked for empty ‘strings’.
Imports/Exports | Exports | HL7 Transmission
This update fixes a problem with the HL7 Passive Mode where the ‘merge’ message had a 1 in the
second sequence when it should have contained the patient identifier for the deleted client. The 1 is
now removed and the data that follows it will be moved into that location.
22497
22499
131 of 155
140
HL7 Passive mode AO1 seen when AO8 is expected.
141
F1 creates an error
142
Department start
date not populated by CIS Inbox
143
Procura invoice and
ANSI Overwriting in invoice run
144
Combo Invoice Spelling Mistake
145
Delphi 2009 SetTabPrintTab - Invoices
146
Invoice Summary
Report
147
HCFA 1500 Red
Preprinted Form -Setup Not
Working
148
Clients without
Departments Utility
149
Database error when
trying to delete default
department
Procura 7- User Release Notes
Imports/Exports | Exports | HL7 Transmission
This update fixes a problem with the HL7 Passive Mode where, when non-department client
information was changed, a ADT^A01 was displayed in the MSH segment. What should have been
displayed was AO8. This problem has been fixed. The AO1 value should only be output when the
client department status has changed. Therefore, we will now ensure that the output HL7 file
contains the appropriate value
F1/Help | Help Topics
The first time the user pressed F1, the Help menu would open, but the second time it was pressed,
an error was produced. When using most 64-bit Windows 7 and Vista systems, as well as on a few
32-bit Windows XP systems, pressing the F1 key or selecting Help from the Main Menu resulted in an
error message. This update resolves the problem.
Clients | CIS Inbox
When a new client referral was processed through the CIS inbox, the initial department start date was
left blank. On the Department folder of the Client Information form, the start date displayed as
‘12/30/1899’. This issue has been corrected. When there is no start date specified for the client
department, the client department start date will now default to today’s date.
Billing | Invoices
This update corrects an issue where, if a Procura invoice format and an ANSI invoice format were
being used together in the same invoice period, the last Procura invoice and the first ANSI invoice
would be printed on the same page.
This update resolves an issue where the word ‘Business’ was misspelled on the Combo Statement
Invoice.
Billing | Invoices
This update fixes an issue where lines and other information were not printing correctly in the Custom
Professional Services invoice or in the Custom Professional Services Generic invoice.
This update corrects an issue where the total in the Invoice Summary Report was being cut off
depending on the length of the report.
22578
Billing | Invoices
When the user performed ‘billing’ using HCFA 1500 red pre-printed forms, the funder displayed a ‘1’
in Place of Service (box 24b), instead of a '12' (Home Care). This update has fixed this issue. When
invoices are printed using the red preformatted CMS 1500 form and the Funder Agency Reference
Label (FARL) BillCodeOption contains a value of ‘1’, data for the Place of Service will now print
correctly.
Maintenance | Utilities | Clients without Departments Utility
This update fixes a problem where the Clients without Departments form was missing some verbiage
when it was printed. The size of this form has now been increased.
Maintenance | System Options | Options tab
When the user attempted to delete the initial default department from the System Options, and then
saved the change, an error occurred. This problem has been rectified. A message will now inform
the user that a default department is required and the title of the field will be in bold print to indicate
that this is a requirement.
22226
21627
22399
22224
22255
21556
22016
22089
22365
132 of 155
150
Departments: New
Department & Department Taxes
151
CR - CallMe:
Attendance Types
152
Additional
Information Module Subcategories Label Name - Add
blank
153
Delete Employee
utility not bringing back expected
results
154
MDS - Section G1 Re-implement Contact Lookup
155
Help option in MDSHC points to wrong folder &
Double-click question title returns
error
156
Med DB - Sort Results
Alphabetically
157
MOW Add/Del Meal
Package in Client Delivery
Schedule
158
MOW Stat Holiday
conflict checking not working
properly
159
MOW Meal Labels
Report not printing correctly
Procura 7- User Release Notes
Maintenance | Billing Setup | Billing Rates Module | Billing Records
If the user created a new department when using department-level taxes in Procura, they were
unable to assign those taxes to Billing Rates for that new department. The department tax
information was not being properly displayed on billing records that were attached to the new billing
table. This issue has been corrected. Department tax information is now displayed correctly on new
billing records.
When the user added a department to an Attendance Type in a database that uses CallMe!, an error
would be displayed if they did not specify a CVID when they added the department. This would only
occur if Procura was set to transmit any Attendance Type updates to CallMe! automatically. This
problem has been rectified. We will only perform this check if a CVID is entered.
Maintenance | General Setup |Additional Information Module | Sub Categories Form
When a new subcategory was added with a blank label name, a database error was being displayed.
This problem has been fixed. The label name is now a required field in the Additional Information
Sub-Category.
Maintenance | Utilities | Delete Employees
The Delete Employee(s) form was listing employees who had a status of Transferred, instead of those
who had a status of Terminated. This problem has been fixed.
Clients | Select | MDS-HC folder
The Primary and Secondary Last Name fields in MDS section G1 should have a drop-down box on the
Informal Contacts table, even when the Informal Helpers are not linked to the client. We have
resolved this issue. See also enhancement #22167.
Clients | Select | MDS-HC folder
When using the MDS-HC form, selecting Help from a drop-down box or by double-clicking a question
caused errors to occur. This problem has been fixed. The MDS-HC form was not looking in the
correct folder for the MDS help file.
Clients | Select | Medications folder
We have resolved an issue where the medication database was not sorting medications alphabetically
by name.
Meal Delivery | Client Deliveries
When the user clicked a meal, and then they clicked the Add/Del button, the Name box contained the
text ‘LabelName’. We have resolved this issue so that, in the Meal Packages for Delivery window, the
Name box will be populated correctly.
Meal Delivery | Delivery Routes Schedule
When the user scheduled meal deliveries on a statutory holiday, conflict-checking was not being
performed correctly. We have fixed this issue. The prompt to check statutory holidays for one-time
meal deliveries has been removed. Statutory holiday checking will be performed when the user adds
routes to Route Schedules. So statutory holidays for client meal deliveries will be controlled by an
available route.
Reports | Meal Delivery | Meal Labels Report
The Meal Labels report provides the user with an 'option' to select either a specific district and/or
route. But, previously, when the user selected these options, the labels were inserting all meals into
all districts. This problem has been fixed.
22390
22424
22592
21831
22572
22530
&
22558
21877
22070
22074
22080
133 of 155
160
OASIS - Show
M0140-M0150 as needed
161
OASIS - M1016-NA
set on RFA09
162
OASIS C Question
M2100 in .rep file
163
OASIS - episode end
date is not saved properly
164
OASIS - View and
copy previous answer brings
invalid answers fwd
165
OASIS-M1730 print
blank form missing PHQ2 scale
RFA 1 and 3
166
RFA 9 M1500 - 'Go to
Question' does not work
167
Dependent questions
printing to 485 when not
answered.
168
Custom question
"hooks" not functioning - RFA03
/ 04
Procura 7- User Release Notes
Clients | Select | Oasis | Add | Show all RFAs
Questions M0140 and M0150 were being hidden from some OASIS assessments. This problem has
been fixed as follows:
21553

M0140 will be visible for RFA01 and RFA03

M0150 will be visible for all RFAs

M0140-UK will be visible only for OASIS-B

M0150-UK will be visible only for RFA01 and RFA03
Clients | Select | Oasis
For RFA09 on the OASIS form, if the user set the M0090 date to ‘2009’ (OASIS-B), and then they
selected Yes for M0200 and changed the M0090 date to ‘2010’ (OASIS-C), M1016-NA contained a
value of zero (0) when it should have been blank. This problem has been fixed.
Clients | Select | Oasis folder
We have a fixed a typographical error in the word ‘patient’s’, which existed in section G of question
M2100 when the blank report ‘Resumption of Care’ RFA 03 of OASIS-C was printed.
Clients | Select | Oasis folder
When the user added an OASIS to an on-going episode, and then they entered an end date to the
Certification period, clicking the Complete button caused the date to be discarded. We have fixed this
problem. The date will now be saved when the data in the OASIS form is refreshed upon completion.
Clients | Select | Oasis folder
When the answers for the Clinical Record (M0010–M069) and Medication (M2000–M2030) questions
were copied from previous OASIS assessments, the answers to questions M0032, M2020 and M2030
were sometimes copied inappropriately for the RFA. This problem has been fixed.
Clients | Select | OASIS folder | Print
Reports |Clients | OASIS Report
If the M1730 radio button question is answered on the OASIS, it expands to show a PHQ2 Scale for
the user to fill in. However, previously, the PHQ2 Scale did not display when printing blank forms that
require the selection of unanswered questions for printing. This problem has been fixed. The PHQ2
scale in M1730 will now display for a blank RFA 1 or RFA 3 form.
Clients | Select | Oasis folder
When the user attempted to go to questions M1500 and M1510 (cardiac status) on RFA 9 of the
OASIS, the question was not being located. This was also true when using the ‘Go to Question’
button on the OASIS validation errors form. This has been corrected.
Clients | Select | Episodes | Phys. Orders folder | Print
The answers to PASE questions of the Notice type were always printing, even if they were dependent
on a specific answer for a previous question that was not selected by the user. This update will print
questions only when the specific answers are selected.
Clients |Select | OASIS folder| Print
Reports | Clients | OASIS Report
This release corrects a situation where, when the user printed an OASIS assessment to which custom
questions had been added, those questions would not appear in the OASIS report if they followed
questions POC18A or POC20.
21561
21600
22307
22285
21648
21738
21646
21713
134 of 155
169
RFA 4, Recertification
date rules are incorrect
170
OASIS Validation
Error - Diagnosis code not valid Showing wrong question
171
RFA 6 and 9 cannot
enter correct M0906 date
172
M0175 showing
active on RFA 4 and 5 v62
173
OASIS being sent
with incorrect HIPPS code
174
OASIS Validation Error on M0104
175
OASIS M2110 answer
1 does not print
Procura 7- User Release Notes
Clients | Select | Oasis folder
In regards to OASIS, a validation message for RFA 4 occurred when the M0090 date was not within
five days prior to the episode start. The validation rule was applied to both Medicare and Medicaid
funders when it should only apply to Medicare funders. This problem has been fixed. The validation
will no longer occur for Medicaid funders. See also enhancement #21861
Clients | Select | Oasis folder
When invalid diagnosis codes were used in questions M1010, M1016, M1020, M1022 or M1024 of the
OASIS, the validation error referred to OASIS-B question numbers M0190, M0210, M0230, M0240,
M0246, when they should have referred to OASIS-C question numbers. This problem has been fixed.
The correct numbers will now be shown for both OASIS-B and OASIS-C.
Clients | Select | Oasis folder
In regards to OASIS, the M0906 field has a maximum date restriction, which prevents the entry of
dates that follow either the M0090 date or the current system date, whichever is earlier. On RFA 6,
RFA 7 and RFA 8, the maximum M0906 date was not being updated when the M0090 date changed.
Therefore, valid M0906 dates sometimes could not be entered.
This problem has been fixed. The M0906 maximum date can now be changed when the M0090 date
changes. In addition, a similar relationship exists between M0906 and M0903: On RFA 6, RFA 7 and
RFA 9, M0903 must be less than or equal to M0090 or M0906, whichever is less. Changing M0090 or
M0906 did not refresh the maximum M0903 date. So this update allows the M0903 maximum date to
be changed when the M0090 date or M0906 date is changed.
Clients | Select | Oasis folder
This update fixes an issue where question M0175 was appearing on OASIS-B assessments (M0090
less than 10/01/2010) of type RFA 04 and 05 when it should not have been. OASIS-C assessments
(M0090 greater than 10/01/2010) are not affected.
Clients | Select | Oasis folder
OASIS assessments with a M0090 date that is greater than 10/01/2009 and less than 01/01/2010
were being exported with a HIPPS code version of V2308, when it should have been V2409. This
caused a submission warning message to occur. This problem has been fixed. The update sets the
HIPPS version to V2409 for assessments with M0090 dates prior to 01/01/2010 (OASIS-B) and to
V3110 for assessments dated 01/01/2010 or later (OASIS-C).
Clients | Select | Oasis folder
A new version of the OASIS Validator has been released. The new Validator implements the changes in
the latest CMS OASIS-C data record errata (correction) documents. This update allows the new verifier
DLLs to be loaded automatically.
Clients | Select OASIS folder | Print
Reports |Clients | OASIS Report
This update fixes a problem where question M2110 on the SOC OASIS was not printing if it was
answered with a 1.
21997
22013
21655
21575
21599
21689
21669
135 of 155
176
OASIS M1016 and
M1020 Tabbing out of order
177
OASIS Gen Quest:
not printing question body to
blank form
178
Validation error M1620 'go to error' - 'M1620 not
found'
179
HIPPS/HHRG codes
remove from OASIS when moved
to other episode
180
Add OASIS RFA 6, 7,
8 or 9 - bringing in diagnosis Errors
181
Validation error M0102 'go to error' - 'M0102 not
found'
182
OASIS Rept. not
printing questions after 18A
183
OASIS C - M2100
section D if answer is 5 - does
not save
184
OASIS +7 Fatal file Invalid Record Length
185
OASIS M0102 date
removing when saved NA then
checked
Procura 7- User Release Notes
Clients | Select | Oasis folder
This update fixes an issue where the fields for questions M1016 and M1020/M1024/Additional
Diagnosis/Surgical Procedures were not in the correct tab order. For M1016, the tab order will now
be a, b, c, d, e, f. For the M1020 series, it will be M1020, M1024-3, M1024-4, Additional Diagnosis,
Surgical Procedures. Note that this is the same tab order that was in effect in Procura 6.1.0.0.
Clients | Select | OASIS folder | Print
Reports | Clients | OASIS Report
If a custom OASIS included a PASE question of the Vital Signs answer type, the OASIS report did not
display the vital sign column headings if the question was not answered. This update fixes this issue.
Vital signs will now print in a columnar format.
Clients | Select | Oasis folder
This update fixes an issue where, when the user used the Go to Question on the main OASIS form or
Go to Error in the validation form, Question M1620 was not found in the OASIS. This problem has
been fixed.
Clients | Select | Oasis folder
If an OASIS assessment was moved from one episode to another, the HIPPS/HHRG was missing
because certain elements were not being saved properly, (e.g., M0030 SOC date). The issue is
corrected in this update.
Clients | Select | Oasis folder
When adding an OASIS with RFA 6, 7, 8 or 9, the diagnoses codes were sometimes being copied from
the previous assessment. This was causing validation errors. This update fixes this issue.
Clients | Select | Oasis folder
If the user answered question M0102 by checking the NA checkbox on the OASIS form, an error was
being displayed when they clicked ‘Go to Error’ in the Validation form or ‘Go to Question’ in the OASIS
form. This problem has been fixed.
Clients | Select | OASIS folder | Print
Reports |Clients | OASIS Report
This update fixes an issue with the OASIS Report where a question that was selected to display after
POC 18a did not print at all.
Clients | Select | Oasis folder
For question M2100, if the 5 box was checked in section D of the OASIS form, the value was saved in
the answer in section B, instead of in the answer in section D. This meant that the answer in
section B was incorrect and the answer in section D was not saved. This problem has been fixed.
Clients | Select | Oasis folder
Imports/Exports | OASIS Export
OASIS Inactivation records (record type X1) were being exported as 1440 characters, instead of the
required 1448 characters. This was causing all records to be rejected. This update corrects the
record length.
Clients | Select | Oasis folder
We have fixed an issue where the date that was entered into M0102 on the OASIS was being
discarded after the user saved the OASIS.
21733
22019
21897
22180
21568
21880
21647
21714
21625
21879
136 of 155
186
OASIS-submitted
HIPPs cannot have blank HIPPS
version
187
OASIS - display issue
when opening sent OASIS
188
OASIS Report: Query
Error
189
OASIS Report - Some
Sections do not print custom
questions
190
DSS format of HHCAHPS contain invalid columns
191
OCS CAHPS export is
formatted incorrectly
192
OASIS access &
Clinical Day View
193
Medications are not
being linked with the database
194
Second OASIS export
file overwriting initial one
195
Help, About - DLL
version numbers not shown
196
Inserted Objects not
saving in dated notes
Procura 7- User Release Notes
Clients | Select | Oasis folder
Imports/Exports | OASIS Export
When OASIS records contained M0090 dates that preceded 01/01/2010 but followed 10/01/2009, the
exported HIPPS version field was blank. This update fixes this issue.
When opening a sent OASIS, the formatting was being broken up by the words that were in bold
print. This problem has been fixed.
Reports | Clients | OASIS Report
When running the Oasis report for a specific set of report options, a query error was being generated.
This problem has been fixed.
Reports | Clients | OASIS Report
On the OASIS report, custom questions that were attached to sections POC 15, POC 16 and POC 18A
were not printing. This problem has been fixed.
Imports/Exports | Exports | HH-CAHPS Export
The Feeding ADL has been removed from the export. ADL Non Independent count range was 0-6.
We have changed this so it is now 0-5. The default for ADL columns is now "M".
Imports/Exports | Exports | HH-CAHPS Export
This update fixes a problem where the HH-CAHPS export was using an incorrect version of the OCS
file layout. It now uses the 1.2 version of the OCS file layout.
Clients | Clinical Day View
This update fixes an issue where, even if the user did not have the access right to open OASIS, they
could still open it from Clinical Day View.
Clients | Select| Meds folder | Medication/Drug Information
When changing the client medication class from Custom to Standard, the Custom Procura Medication
was not being cleared. This was causing the medication to be treated as a Custom Procura
Medication when it was re-edited or viewed in OASIS. This issue has been corrected. Using the
option for the Medication database, the drop-down box will now display the Brand Name, Description
and Code with the brand name that is saved in the Drug Name field.
Imports/Exports | Exports | OASIS Export
If the user created an OASIS file, and then they named it the same as a previous OASIS file, no
prompt was being displayed to tell them that the export and log files would be overwritten. This
update has corrected the issue. If an export file name is entered manually and that file already
exists, the user will now receive a confirmation message when the Export button is clicked. They will
then be able to halt the export and change the file name.
Help | About
On the Help, About form, the version numbers for DLLs were blank on the Libraries tab. This update
allows the version numbers to be displayed for DLL libraries.
Clients/Employees | Select | Dated Notes folder
This update corrects an issue with objects that were added to a Dated Note. When the note was
saved, the object could not be opened. Although the object was being saved as a link, the file could
only be opened from the user’s computer, where the dated note was saved.
21626
22059
22422
21675
22490
22571
21765
22453
21899
21622
21634
&
21748
137 of 155
197
Coloring for Capacity
Manager 0 value
198
Capacity Manager Calls Received slowness /
incorrect
199
HL7 Inbound mileage rounding change
200
201
202
6.2 Help
dated note
6.1 image showing on
CRM print out with
Schedule address
field directions popup not
working properly
203
CRW - Legacy Invoice
GST amount incorrect
204
Create multiple visits:
Pay Service not transferred to
visits
205
Image Compare duplicate image records are
being selected
206
PASE Export/Import Images saved in 6.1 are
corrupted in 6.2
Procura 7- User Release Notes
Scheduling | Employee Scheduling Groups | View | Capacity Manager
This update fixes an issue where the Capacity Manager was not highlighting At Capacity values of
zero (0) in yellow as it should have been.
Scheduling | Employee Scheduling Groups | View | Capacity Manager
The query responsible for retrieving the number of received calls for the Capacity Manager was
running very slowly, (i.e., at an average of 45-75 seconds per run). In addition, the totals were being
calculated incorrectly and calls were being received for dates in the future. This problem has been
fixed. See also enhancement #21744
Imports/Exports | Imports | HL7 Import
When HL7 messages with mileage expenses were being imported into Procura, the mileage value was
being rounded inconsistently. This problem has been rectified with a system reference, called
Callme_Mileage_Rounding, which changes the handling of incoming mileage to assume 2 decimal
places. It will also change the processing of the 'call' such that the mileage expense record that is
created will also use 2 assumed decimal places.
Help | About
This update fixes a problem where the Procura 6.2 image was being displayed on the Help, About
form.
Management | CRM
In the Customer Relationship Manager (CRM), if the user attached a dated note and then printed, the
details of the dated note would print in the wrong font (or as ‘boxes’ if the font was not installed).
This problem has been fixed.
Scheduling | Client/Employee Schedule
When the user moved their mouse overtop of the address on the Schedule in an effort to see the
directions to the client's home, the popup tip would cause a problem where only the first line of new
entries would then be displayed. This problem has been fixed.
We have fixed an issue with the Legacy Invoice CRW report where part of the value in the GST field
was being lost, (i.e., it would display as $9.24 instead of $59.24).
Scheduling | Client Schedules
When the user created multiple visits on the Client Schedule form, if they then selected a specific pay
service type and saved the multiple visits, Procura would not save the pay service type to those visits.
This problem has been fixed.
Clients | Select | PASE folder | Compare
In the Image Compare form in PASE, images were either displaying more than once in the thumbnail
list for the client and/or they were displaying for a different client altogether. This problem has been
fixed.
Clients | Select | PASE folder
This fixes an issue with PASE assessments that contained image questions for which a default image
was supplied. When the assessments were exported from Procura 6.1, and then imported into
Procura 6.2, the default image was being corrupted.
21859
21913
21716
21564
21777
21794
21644
21788
21703
21706
138 of 155
207
PASE-Radio Buttons
combined with text field writes
values
208
V6200 PASE Radio
button with text, text does not
save
209
DVA EXPORT
Variation w/Discharge does not
stop visit & DVA Variation Defect
Discharge
210
Defect/CR 22272
Break In care logic
(Hosp/Holiday/Rehab)
211
NA01 (assessment)
creates 2 regular visits
212
DVA-Break in Care
213
DVA-Calculate Item
Number & Generate Claim Fee
Visits
214
PASE: Date Question
215
ONI - Dependencies
not populating when edited
216
PASE - lookup type
answers do not clear from form
Procura 7- User Release Notes
Clients | Select | PASE folder
We have fixed a problem where, under certain circumstances, a PASE question had the wrong value
stored. These circumstances required that one PASE question exist with the radio button type and
one exist with a user text field type.
Clients | Select | PASE folder
If a PASE question was created with answers that were formatted as radio buttons and one of the
choices required that the user enter text, the text that was entered was not saved. This problem has
been fixed.
Clients | Select | PASE folder
When the user filled out a DVA CN PASE form for a regular item code and, in the item code pattern,
they introduced both a variation and a discharge, the claim fee visit creation utility failed to stop the
regular item code pattern. This problem has been fixed. When a Palliative Care Variation onetime
claim fee visit is generated on Discharge/Death, all claim fee visits on or after the discharge/death
date will now be deleted.
Clients | Select | PASE folder
On completion of a Discharge DVA PASE, the claim fee visit date of occurrence was being updated to
the discharge date. This issue has been corrected. The date of occurrence will retain the original 28day cycle when a Discharge DVA PASE is completed.
Clients | Select | PASE folder
When a DVA assessment contained changes effective March 1, 2010 and the assessment date
preceded that date, NA01 was being generated for both onetime and regular claim fee visits. This
problem has been fixed. Only NA01 onetime visits will now be generated. Note that it is
recommended that a DVA assessment, which has been updated for 2010 changes, be used only when
the assessment date is on or after March 1, 2010.
Clients | Select | PASE folder
We have fixed an issue where Non-Discharge/Death DVA PASE Assessments that have Break in Care
dates will no longer affect Claim Fee generation.
Clients | Select | PASE folder
This update enhances DVA Calculate Item Number and Generate Claim Fee Visits to support the new
March 2010 (DVA CN) classification system and schedule.
Clients | Select | PASE folder
When the capability of resizing was added to the Date question type in PASE, the user was allowed to
resize the selection box so that it extended the full width of the screen. This problem has been fixed.
Clients |Select | PASE folder
PASE assessments with a specific type of dependency were sometimes failing to display the
dependent questions. The dependent questions should have displayed if a specific radio button was
not selected. This problem has been fixed.
Clients | Select | PASE folder
On PASE assessments, pressing the Delete key when a value was selected from a Lookup type
question did not clear the lookup field. This problem has been fixed.
21829
22079
22254
&
22383
22330
22360
22444
21902
22579
22311
21736
139 of 155
217
PASE - Client
Supervisor Requirement form
missing
218
ONI-CIARR Report typo in Question 11.1
219
PASE-on edit, no
prompt to discard changes (using
x)
220
Client Assessment
Report - Print version unlike
screen version of assessment
221
Visit notes not
synching to server.
222
ONI Printed Form
223
Blue Care Printed
From - Facility Name not
required
224
Carer Availability
Prints as 4 on ONI
225
Master Pay Records
attached to Employee File
Clients |Select | PASE folder
This update corrects an issue where PASE assessments with specific supervisor information were not
triggering the Client Supervisor Requirement form when the assessment was completed.
Clients |Select | PASE folder
This update fixes a typographical error in the ONI-CIARR Report, which is printed from a PASE
document. The error existed in the text for question 11.1 ‘Are there any factors about this home that
could affect safety…’
Clients |Select | PASE folder
This update fixes a problem where, when a PASE assessment was added to a client record, and the
user exited the form, the prompt to save was not being displayed. Therefore, the information was
not being saved.
Reports | Clients | Client Assessment Report
This update fixes an issue with the Client Assessment Report where, when the user clicked the Print
button, the layout of the assessment was not the same as it was when they simply opened it.
Clients/Employees | Care/Employee Connection | Synchronize
When the Scheduling Start Date is updated on the server or local database, the new/edited client
visits or visit notes that precede the Scheduling Start Date were not being synchronized to the server.
This issue has been corrected. Any visit or visit note, which has been edited or inserted, will no
longer be validated to the scheduling start date and will now be synchronized.
Reports| Clients | ONI Report
Clients | PASE – Print
When an enhancement was made to the Carer location, the Informal Contact field was affected,
which disabled the ability to print both of these values. This problem has been fixed. The Carer
information can now be printed from the Informal Contacts folder in the Client Information form.
Reports| Clients | ONI Report
Clients | PASE – Print
When a change was made to the Printed From field on the ONI Report, it included populating the
facility name in the header. This caused highlighted text to display in the Printed From field when it
should not have. This problem has been fixed. The company name now prints in the Printed From
field as it should.
Report s| Clients | ONI Report
Clients | PASE – Print
This update resolves an issue where the answer to the Carer Availability question was being inserted
as ‘4-Has a Carer’ instead of as ‘1-Has a Carer’.
Maintenance | Employee Setup| Pay Table Module | Pay Table Maintenance | Pay Records
The user added all the pay records available to each employee on the Employee Pay Information tab,
and then changed a master record in the pay table. But the change was not reflected on the
Employee Pay Information tab.
22312
22685
22675
21754
22349
22732
22631
22749
22442
This problem has been fixed. If Pay Records are updated (or if Record Types are added, edited or
deleted), all employees will also be updated if employee specific Pay Records are attached as Master
Records to those pay records.
Procura 7- User Release Notes
140 of 155
226
OASIS Final Claim Est. PPS - adds PPS amounts of
multiple OASIS
227
Client Aged -Not
detailing actual transactions as in
pay proc
228
Planner Report
Header Does not sort by Planner
229
Visits created on
laptop synch back as "invisible
visits"
230
POC Console not
processing check-ins
automatically
231
POC installer - SQL
Express 205 SP3 on XP Pro SP2
= Blue screen of Death!
232
POC Installer Database not attached in 6200
233
POC Installer – SQL
Express 2005 sp2 install fails
when msxml6 sp2 is installed
234
Staff Productivity
Report CRW/ Total issues
Procura 7- User Release Notes
Billing | Billing Batches | Calculate
Payment Processing | Client Billing Information | Re-Calculate
This update fixes a problem where the invoice amount in Payment Processing was the total of all
OASIS PPS amounts, instead of the PPS amount of the first OASIS (RFA 01 or 04). If a Medicare
funder has the Final Calculation type for Invoice Format set to ‘Est. PPS Amount’ defined, (i.e., under
Maintenance, Funders, Department, Billing), the billing calculation will now output to the Final claim
the sum of the PPS amounts for all OASIS that exist in the episode.
Reports | Billing | Client Aged Report
The Client Aged report was missing items from the detail that was included in Payment Processing.
Running the report for one patient displayed the detail items in the Transaction Type area. However,
they were not being included in the detail line items. This problem has been fixed.
Scheduling | Planners
When the user clicked the Print button on the Planner, and then they selected All Planners, the
resulting Planner Report displayed All Planners for all pages when it should have sorted them by the
planner and separated them with page breaks. In addition, the Planner Report header should have
indicated under which planner the records were included. This problem has been fixed. The report
will now sort by the planner when selected and print the grid as sorted/grouped. In addition,
selected planners that are chosen from the Planner filter will display the planner names correctly,
instead of as ‘elected Planners’.
Clients | Care Connections
Visits that were created on Point of Care (POC) devices and synchronized to the server displayed in
the Invisible Visits utility with the ‘Visits with Invalid TK Period Ids’ item selected. However, these
visits were not displayed in the Timekeeping module. The employees were displayed as having
unprocessed visits in Build Timekeeping, but they did not include visits when built.
This problem has been fixed. When new visits are synchronized into the server database, they will
now be attached to the appropriate Timekeeping period if one exists.
The POCCONSOLE.EXE utility was not processing check-ins automatically. The user had to click the
Enable Queue box, and then select the Synch All option in order to allow the pending check-ins to be
processed. This problem has been fixed.
When the Point of Care (POC) Installer was being run on a system that used the OS XP Pro SP2, but
which did not have SQL Express or SQL Server installed, running the SQL Express SP3 installer caused
a system crash. This problem has been fixed.
When running the Procura 6200 POC installation, the database was not being attached and an error
was displayed. This problem has been fixed.
When the client attempted to upgrade MSXML to V6 SP2 and then used the Point of Care installer,
SQL Express failed to install. This problem has been fixed by updating to the latest release of SQL
Server Express. SQL Server Express uses MSXML, and is included and installed with the Point of Care
installer.
We have fixed a problem with the Staff Productivity CRW Report. Visits, which were scheduled to the
Administration Time attendance type and with hours set to Indirect, were being included in the
Indirect% column of this report when they should not have been.
22300
22241
21746
21592
21559
22031
22050
22051
22651
141 of 155
235
California Reporting –
Counts are off
The following changes have been made to the California Reporting CRW Report:
21937
&
21940
&
21942
1)
2)
236
237
238
239
240
241
California Reporting Count of unduplicated clients and
visits
CRW: Staff
Productivity Detail Report Admin Time percentage
incorrect.
Billable Services
CRW/Ver. 3 BC-CR140 Date of
death logic backwards
FNIH Invoice - Saving
to RTF
JBC HACC Tax
Invoice CRW - Taxes are not
displayed in report
Tax Invoice for EACH
Version 9
242
JBC-04- GST
Summary Report Invoice #1314
hardcoded to report interface
243
Compliance CRW
report - Clients with correct
postal codes still displayed.
244
HACC Tax Invoice
CRW - Fees column contains
rounding errors
245
CRW-Co-payment
report crashes when TC value
other than "1"
Procura 7- User Release Notes
We have updated the report to sort patients in alphabetic order.
We have updated the patient count for new counting requirements so that, if a
patient is admitted, and then discharged and re-admitted within the same year, they will be
counted twice. Note that the patient must have received one visit and their client record must
have been flagged as ‘billable’.
3)
We have changed the grouping of the Diagnosis as follows:

Line 3 Malignant Neoplasims: Lung has been changed to 209.21

Line 7 Non-Malignant Neoplasims: All Sites has been changed to 209.40-209.79
This update fixes an issue with the California Reporting CRW Report where the default for the date
range was changing to ‘2009’.
21949
This release corrects an issue with the Staff Productivity Detail CRW Report where the administration
time percentage was displaying an incorrect value if only Admin Time attendance type visits were
displayed.
22575
This update fixes a problem with the Billable Services CRW Report where, if the user recorded the
date of death for a client, the report would only print visits that occurred after that date. They should
have also printed those visits that occurred on or before that date.
This update fixes a problem with the FNIH Invoice CRW Report where some of the service
requirements were not being saved in RTF format correctly.
This update fixes a problem with the JBC HACC Tax Invoice CRW Report where taxes were not being
displayed in the client co-payment section of the report.
21589
This update fixes a problem with the Tax Invoice for Each CRW Report where, when the user selected
a different department/funder combination, the tax invoice did not print the information that it should
have. So the Bill To field was incorrect, the Employee field was missing from the report and the
Client Visits were displaying bill amounts. This problem has been fixed.
This update fixes a problem with the GST Summary CRW Report where, in versions 3 and 4 of the
report, there was an invoice number (#1314) that was hard-coded to the report form and the invoice
option did not automatically include all of the results as the default.
This update corrects an issue with the Compliance CRW Report where clients from a specific
department were being reported as not being in compliance.
21436
This update corrects an issue with the JBC HACC Tax Invoice CRW Report where the values in the
Fees column were not rounding correctly. This was affecting the sum of the values displayed, as well
as the sub-total.
This update fixes an issue that occurred when the Copayment CRW report was run to extract visit
data. If the report included visits in which a value other than Null or ‘1’ existed in the TC (Time Card)
Column, the report would crash.
21782
21895
21774
21957
21930
22508
142 of 155
246
CRW: Callme!
Exceptions by Client - calls within
variance showing No Call
247
OASIS Report Not
Printing Image Questions
Correctly
248
Expense & Mileage
Report Error
249
Client Service
Summary Report Visit Total
Options
250
Revenue Analysis
report columns overlap
251
TK Detail Summary
report not adding columns
correctly
252
Funder coordinators
from expired orders printing
253
Employee Schedule
Report
254
255
Report
MDS-HC Profile
Labour Rule
Exception Report not always
displaying category
Procura 7- User Release Notes
This update fixes an issue where matched calls within variance were being displayed on the Client
Exception CRW Report as ‘No Call’ when they should not have been.
22203
Reports | Clients | OASIS Report | Print
This update corrects an issue in which the resulting report did not print embedded images when
image-type OASIS questions were printed.
Management | Fiscal Management | Timekeeping Expense & Mileage Report
This update corrects an issue with the Expense & Mileage Report where data was overlapping on the
report.
Reports | Clients | Client Service Summary Report
The following problems with the Client Service Summary Report have been fixed:
21571

21865
When billing tables were linked to departments, the Visit Total Options drop-down
box was empty, (i.e., Service Types, Bill Types, Discipline Types, etc.), even though items of the
type that was selected did exist, (i.e., Total By).

The Grouping section for the Visit Total Options did not populate with a list,
regardless of which options the user selected.

When the user selected one or more departments on which to filter, there was
nothing available to select from in the Visit Total Options. Therefore, the report did not display
any totals.
Fiscal Management | Revenue Analysis Report
This update fixes an issue with the Revenue Analysis Report where funder codes that took up the full
amount of space would overlap the name of the funder.
Reports | Timekeeping | Timekeeping Detail/Summary Report
If the user added the numbers in the Pay Duration and Bill Duration columns, neither column would
produce the correct total when the Timekeeping Detail/Summary Report was run. This problem has
been fixed.
Reports | Clients | Client Profile Report
This update resolves an issue with the Client Profile Report where Funder Coordinators who were
associated with expired client orders were printing when they should not have been.
Reports | Scheduling | Employee Schedule Report
This update fixes an issue with the Employee Schedule Report where the visit comments were not
being displayed if they were split between pages.
Reports | Clients | MDS-HC Profile Report
This update fixes an issue with the MDS-HC Profile report where, when printing a blank standard
form, section J2 would not print unless the ‘Print Generic Questions’ box was checked off.
Reports | Scheduling | Labor Rules Exception Report
In the Labour Rules Exception Report, the categories under which certain employees belonged were
not printing under Maximum Consecutive Days (MXDYWRK). This problem has been fixed. When the
Labor Rules Exception report is printed, categories will now be printed for all employees.
21883&
22026
&
22058
22027
22028
21751
21731
22501
21718
143 of 155
256
CRW: Staff
Productivity Detail Report - Case
Conference type
257
CMS Cost Report Not printing NRS totals
258
CMS Cost Report Miss-type for Home Health Aide
259
CMS Cost Report Not printing Patient counts for
service disciplines Title XVIII
260
CMS Cost Report Not printing counts for Other
Part I Statistical Data
261
Status Drop-Down
List not populated for report
262
263
TK Detail by
Employee: Department Name
Wrapping
Service
Reports: Report of
264
Employee Roster
Report: Attend Types &
Employee without Visits
265
Employee RosterField Masking & Justification
Issues
266
Employee Roster
Report: Summary Actual Supply
Issue & Employee Not Avail
showing Supply Total
Procura 7- User Release Notes
This release corrects an issue with the Staff Productivity Detail CRW report where visits, which were
scheduled to the Case Conference attendance type and that contained hours that were set to Direct,
were included in the report when they should not have been.
Management | Client/Service Profiling | CMS Cost Report
This update has fixed an issue with the CMS Cost Report where NRS totals were not printed in the
correct column.
Management | Client/Service Profiling | CMS Cost Report
This update fixes an issue with the CMS Cost report where a typographical error occurred in the
phrase ‘Home Health Aide’ under the Description.
Management | Client/Service Profiling | CMS Cost Report
This update fixes an issue with the CMS Cost where the patient count for each discipline was not
being printed in Part I – Statistical Data.
Management | Client/Service Profiling | CMS Cost Report
This update fixes an issue with the CMS Cost report where visits of ‘Other Type’ did not include all
payer sources. Visits of ‘Other Type’ will now include all payer sources, including Medicare.
Reports | Statistical | Employee Reference Number Statistical Report
This update fixes an issue with the Employee Reference Number Statistical Report where the Status
drop-down box was empty when the report was run.
Reports | Timekeeping | Timekeeping Detail by Employee Report
This update fixes an issue with the Timekeeping Detail by Employee report where, if a department
name was typed in capital letters, it overlapped the Date column when it printed in the Department
Name column.
Reports | Scheduling | Report of Service Report
This update fixes an issue with the Report of Service report where the heading ‘Nurse Name,’ which is
printed at the top of the report, was displaying the name of the first client on the page, instead of the
name of the employee in question.
Reports | Scheduling | Employee Roster Report
In regards to the Employee Roster Report, if the ‘Include Attendance Type’ filter was used in
conjunction with the ‘Include Employees Without Visits’ filter, only those employees with visits were
included. This problem has been fixed. These two filters will not be exclusive; both will be allowed to
function at the same time if they are both selected by the user.
Reports | Scheduling | Employee Roster Report
In the Employee Details bands of the Employee Roster Report, the Actual Supply, Total Demand,
Availability Period and Daily totals were only printing to one decimal. This problem has been fixed.
They will now display to two decimals.
Reports | Scheduling | Employee Roster Report
This update fixes problems with the Employee Roster Report where the labour rules were not being
applied to both the Summary band/row and the Detail band/row. In addition, the Summary band/row
was not being updated correctly.
22552
21912
21906
21908
21909
22526
22598
22565
22237
21649
21650
&
21651
144 of 155
267
Employee Roster
Report using default availability.
268
Employee Roster
Report - Hanging and Index out
of bounds errors
269
Employee Roster
Report Defect
270
Availability, Booked
Visits, & Actual Supply & Print
Max per Day Capacity/Supply
Calc Error
271
Employee Roster
Report - Print Employee Category
272
Client Service
Summary -discipline order not
printing same as chosen
273
Defect Revenue
Analysis Report
274
Physicians Order Rep:
effective date not filtering
properly
275
Employee Calendar
Schedule Report rows and
columns out
276
Timekeeping detail by
employee report template
Procura 7- User Release Notes
Reports | Scheduling | Employee Roster Report
This update addresses an issue with the Employee Roster Report where a user was registered in
multiple departments and was then terminated from one of them. Their availability displayed as
24 hrin the report when the Combine Dept. Output print option was checked. The availability for
each department should have been calculated correctly.
Reports | Scheduling | Employee Roster Report
In regards to the Employee Roster Report, when the Combine Dept. Output print option was checked
for more than two employees and for more than two departments with different sets of references,
the application would stop responding when the Print button was clicked. In addition, an error
occurred if the user changed the text in the Adj.Prev.Date Range box. These problems have been
fixed.
Reports | Scheduling | Employee Roster Report
When running the Employee Roster Report with the option ‘Display in hrs and Mins’ selected, the
report was printing incorrectly, (e.g., -1.-15 should display as -1:15.) This problem has been fixed.
Reports| Scheduling | Employee Roster Report
In regards to the Employee Roster Report, if an employee was marked as Unavailable on a given day
and they had a visit booked on that same day, a positive value was produced for Actual Supply when
it should have produced a negative value. In addition, the Supply band (aka Capacity) for an
employee was not reporting the correct value. These problems have been fixed.
Reports | Scheduling | Employee Roster Report
This update fixes an issue with the Employee Roster Report where the Print Employee Category
option on the form was not saving to the registry.
Reports | Clients | Client Service Summary Report
This update fixes an issue with the Client Service Summary Report where, when the user chose the
service type/aux code in the order in which they wanted it to show on the report, the Client Service
Summary discipline order was not printing in that order.
Management | Fiscal Management | Revenue Analysis Report
This update fixes an issue with the Revenue Analysis Report where back-billed Timekeeping records
were displaying with no funder when using Pay Rate Record (after Timekeeping) for the Cost column.
This problem has been fixed. Some records were not being matched to a funder when they should
have been.
Reports | Clients | Physicians Order Report
This update fixes an issue with the Physicians Order Report where the effective date was not filtering
properly.
Reports | Scheduling | Employee Calendar Schedule Report
This update fixes an issue with the Employee Calendar Schedule Report where the rows and columns
were misaligned when any employee schedule was printed.
Reports | Timekeeping | Timekeeping Detail by Employee Report
This update fixes an issue with the Timekeeping Detail by Employee Report where the selected
attendance type that was saved in the template was not being retained and displayed when the
report was re-opened.
21702
21642
21824
21822
&
21823
21980
21728
22455
21605
21555
21727
145 of 155
277
Employee Calendar
Schedule Report producing black
line
278
Access Violation in
RTL120.bpl
279
PPS Report - 'Print
Episode Type' not printing any
data
280
Employee Schedule
report is double spaced
281
Contact Profile Report
- printing
282
Labor Rules Exception
report
283
Client Service
Summary Report - column
headings overlap
284
Client Mailing Labels Access Violation rtl140.bpl
285
MDS-HC - CAPS
section - right click help error
286
User defined settings
cause DB error
287
Remove broken
button from MDS-HC form
288
OASIS Report PASE
Dependency
Procura 7- User Release Notes
Reports | Scheduling | Employee Calendar Schedule Report
This update fixes an issue with the Employee Calendar Schedule Report where a black line was
printing at the bottom of the report.
Reports | Employees | Employee Additional Information Report
When the Employee Additional Information report was run with a Specific Department and
Department Category selected, and with either Schedulable or Unschedulable chosen for the Status
filter, an access violation error occurred. This problem has been fixed.
Reports | Billing | PPS Report
This update fixes an issue where the PPS Report failed to display any episode types when the Print
Episode Type option was selected.
Reports | Scheduling | Employee Schedule Report
This update fixes an issue where the Employee Schedule Report printed in double-spacing and should
not have.
Management | CRM | Select | Print
This update fixes a problem with the Contact Profile Report where, when it was printed, there was
code that was being displayed when it should not have been. In addition, some of the data elements
overlapped.
Reports | Scheduling | Labor Rules Exception Report
This update fixes a problem with the Labor Rules Exception Report where the user had 2 visits on
their schedule; one at 40 hours in one department, and one at 1 hour in another department. The
Labor Rule Exception report was including a total of 41 hours for each department in which they were
registered. However, the total at the bottom indicated that they had exceeded the Max 40 Hours
labor rule by 6 hours, when they had only exceed edit by 1 hour.
Reports | Client | Client Service Summary Report
This update fixes a problem with the Client Service Summary Report in which column headings were
overlapping.
Reports | Client | Client Mailing Labels Report
This update fixes an error that was occurring when the user tried to print preview the Client Mailing
Labels report.
Clients | Select | MDS-HC
This update fixes an error that occurred when the user right-clicked the CAPS section in the MDS-HC
assessment, and then selected 'Help' from the shortcut menu.
Clients | Select | MDS-HC
This update fixes a problem with the MDS-HC assessment where a database error was being
displayed when it was printed.
Clients | Select | MDS-HC
This update fixes a problem where the Edit Year function in the date-time picker in the MDS-HC form
did not operate in Windows XP. It is now hidden on all Procura date-time fields. Note that this will
only affect Procura running on Windows XP systems.
Reports | Clients | OASIS Report
When the user printed a blank OASIS that had a PASE assessment attached, custom questions that
were based on dependencies were not printed on the OASIS Report. The issue is fixed in this update.
21815
22538
21932
22206
21852
22023
22025
22867
22683
22743
22620
22813
146 of 155
289
290
Access Right Attendance Types...
invoice
HST not displaying on
291
Error Posting
Message HPG Service: Incoming
document not XML
292
Archived MDS-HC
assessments can still be added in
MDS tab
293
TK - Define Periods
Date change
294
'Copy Invoice To'
prints arbitrary visit start/stop
times on invoice copy
295
Workflow: Error when
deleting tasks
296
HL7: Attendance
Types transmitted with blank
CVID
297
User dept access
prevents message matching but
still display
Procura 7- User Release Notes
Maintenance | General Setup | Departments | Validation Tab
This update fixes a problem with the Edit and Add buttons for Valid Attendance Types in the
Department Module. These buttons will now be disabled if the user does not have the access right
called ‘Attendance Types’ enabled. This access right will also control access to Maintenance |
Departments | Edit | Validation | Valid Attendance Types.
Billing | Invoices
This update fixes a problem with invoices where the HST was not displaying properly. The HST is
setup to charge at the funder level. The billing details displayed the HST, but the invoice did not.
Clients | CIS Inbox | Offers
The update fixes an error that was displayed when the CIS Inbox processed an offer without creating
a dated note. Now, when an offer is accepted through the CIS inbox, if no dated note is created, a
message will be displayed.
Clients | Select | MDS-HC
This update fixes a problem where custom MDS-HC assessments were available on the Add list, even
after they had been archived. Archived assessments are no longer visible when the user adds an
MDS-HC assessment to the client.
Timekeeping | Periods
This update fixes an intermittent error that stated that the Scheduling Start Date was not being
updated when the user edited the end date for a Timekeeping Period.
Clients | Select | Episode
This update fixes a problem that occurred when the ‘Copy Invoice(s) To’ box was used in the episode.
The copy of the invoice did not accurately portray the visit start/stop times.
Scheduling | Tasks
This update fixes an error that displayed when the user attempted to delete a task from a Workflow.
Imports/Exports | Exports | HL7 Transmission
This update fixes an issue where Attendance Types were being transmitted if the CV_ID field was
blank but not NULL.
Clients | CIS Inbox | Referrals
If a user did not have access to a department that was set up to be ‘seen’ by the CIS inbox, the
referrals and offers were showing up in the Inbox for this user, but were unmatched to any
department. The CIS Inbox displayed all clients, even though the user had access to the ‘Scan
Department for Client’ access right. This problem has been fixed. These messages will no longer be
displayed.
22788
22629
23134
22973
22757
23033
22549
22626
22925
147 of 155
298
299
CIS Inbox not
matching department/funder w
multiple partners
CIS Inbox - Allow
fields to be double-clicked on - to
open a display window
300
CIS Inbox - Print
capabilities
301
302
303
304
305
306
307
Employee Schedule
Report – Address Field
overwriting
Callme! Comparison
screen creates error Invalid Tag
Allowance Claims
Employee Schedule
Report - Client Name / Phone
Number
CRW - Client
Consistency Report - Missing
attendance types
CRW - Client
Consistency rpt - Rebooked
employee counts incorrect
CRW - Client
Consistency rpt - SQL Error
found
CR - PASE Supervisor
Requirements include archived in
list
Procura 7- User Release Notes
Clients | CIS Inbox | Referrals
This update fixes an issue with the CIS Inbox where complex department and funder mappings were
preventing messages from being attached to any departments and/or funders. See also defect
#22925.However, the CIS inbox was not matching Departments correctly when more than one CHRIS
Partner existed.
This problem has been fixed. We now ensure that the Partner ID is not linked to multiple
departments. In addition, messages that are obtained through each CHRIS Partner will match when
they are used independently. However, this precludes the user from being able to have department
or CCAC specific settings in the partner.
Clients | CIS Inbox
The ‘Hint’ box, which appears when the user ‘hovers’ their mouse over certain fields in the CIS Inbox
messages, was being cut off, (e.g., in Dated Notes). The values that they were ‘hovering’ over
contained more characters than which is allowed. Therefore, the end of the message was not being
displayed. This problem has been fixed. We now allow the user to double-click a field, which will
open a window in which the contents of that field are displayed in full.
Clients | CIS Inbox
This update provides for the ability to print from the CIS Inbox (Print Referrals Listing).
Reports | Scheduling | Employee Scheduling Report
This update fixes a problem with the Employee Scheduling Report where the Address field was
overwriting the Visit start date and/or Area fields.
Timekeeping | Adjust | CallMe!
This update corrects an issue where the CallMe! Visit Comparison window was displaying an error.
22947
22903
22907
22892
22814
Reports | Scheduling | Employee Schedule Report
This update fixes a problem with the Employee Schedule Report where the Client's name was
overwriting the Client's phone number.
Client Consistency CRW Report
This update fixes a problem with the Client Consistency CRW Report where six attendance type visits
were missing from the list of excluded attendance types.
Client Consistency CRW Report
This update fixes a problem where the count of employees in the Client Consistency CRW Report was
not being adjusted to reflect those attendance type visits that were excluded.
Client Consistency CRW Report
This release adds to the number of ‘excluded’ attendance type visits that were missing from the Client
Consistency CRW Report and which was causing the employee count to be higher than it should be.
Clients | Select | Assessments
When users selected ‘Supervisor’ for ‘Assessor/Surveyor Type’ in the PASE form, archived Supervisor
Requirements were being included in the drop-down box when they should not have been. This
problem has been fixed. Archived requirements will now be hidden.
23087
23064
23057
22987
22839
148 of 155
308
309
310
311
312
313
314
315
316
317
Client Profile report
Reports | Client | Client Profile Report
This update fixes a problem with the Client Profile Report where, if a Care Plan comment fell at the
bottom of the page, the detailed description was overwriting the footer when the report was printed.
CMS 1500 1000
Billing | Invoices
Claims Rejected Box 24E
This update fixes a problem with the CMS 1500 Invoice. Box 24 column E now displays a count of the
Diagnosis Pointer
diagnoses that is printed to Box 21 when the Funder Agency Reference Label, called ‘Diagnosis’,
exists and its value equals ‘Option3’.
V7 - (New) Billing
Reports | AR/GL | Billing Details Report
Details Report Template not
This update fixes a problem with the Billing Details Report where, when the user created a template
holding Funder
for a report for a specific funder, and then they created a template for a report for a different specific
funder, the report retained the funder value from the first template when they tried to run it from the
template.
V7 - Released Code
Imports/Exports | AR/GL | QuickBooks AR Export
for QB Invoice incorrect value in
This update fixes an issue with the QuickBooks AR Export where the Funder Agency Reference Label,
one field
called ‘QB Invoice 2’, was reporting negative values in column M (PRICE). The rate is now retained as
a positive value when this FARL is in effect, in the same way it is when only the QB Invoice FARL is in
effect.
Calculation in QB
Imports/Exports | AR/GL | QuickBooks AR Export
export enhancement not
This update contains the following fixes to the Quick Books AR Export:
rounding

The PRICE column is now restricted to two decimal places

The QNTY column will now report Expense/Mileage bill units, instead of the visit’s
billing duration.
Medication Monographs
Clients | Select | Medications/Drugs folder
This update fixes an issue where, if the user had not subscribed to the Medication
database, the Print buttons that enable them to print monographs were visible when
they should not have been.
HL7 outbound - clients listed in
Imports/Exports | Exports | HL7 Transmission
error log for employees
When the standalone PROHL7X.EXE file is used to run the HL7 export, the error
CLIENT: [client name] MISSING STAFF ID was being generated in the system log. The
client name will no longer be referenced in the employee file. (Alex)
V7 - Scheduling Group
Scheduling | Employee Scheduling Groups
Confirmation Popup
This update fixes an issue where the confirmation message, which indicates that there is
a conflict between the client and employee Service Requirements, extended beyond the
screen.
V7 - HCFA 1500 - Cell 30 not being
Billing
used
If the HCFA 1500 invoice was exactly one page in length, (i.e., page 1 is the final page),
the Balance Due box (box 30) was empty. This problem has been fixed. The total
invoice amount will always be displayed on the final page of the invoice and, when the
invoice is only one page in length, page 1 will be considered the final page.
V7 - Status change in workflow
Workflow
module
Where the user changed the ‘Held’ status to the ‘Hospitalized’ status for some
departments, and then, when two or more of those departments were selected for the
Procura 7- User Release Notes
22652
23006
22939
23072
23107
21828
21871
22033
22262
22263
149 of 155
alert, they did not save. This problem has been fixed. For Client/Employee Status
events, the conditions Client Status Change From/To and Client Status Change have
been updated to only display a department status for departments that have been
validated for the Alert. Therefore, if no departments are validated for the alert, then no
department statuses will be displayed in the condition. The Alert must be validated for
departments prior to setting up status conditions.
318
on Merge
V7 - Employee Merge Utility - Error
319
V7 - Employee Schedule Grid:
Show Labor Rule Totals
320
V7 - Linked PASE document will not
upload unless reference is set
321
V7 - NW-21 - Custom Mileage
Rules - Change to Cancelled Visits
322
V7 - General - change local filtering
date format logic
323
Access Violation rtl120.bpl error
when Closing TK Periods
324
V7 -Visit History Generation System
Log Entry shows 0 records created
325
HL7 Client export - should explicitly
exclude attendance types
326
HL7 - Attendance Type Message
Construction incorrect (6.0)
Procura 7- User Release Notes
Maintenance | Utilities | Employee Merge Utility
This update fixes an issue where, when the user ran the Employee Merge Utility to
merge two employees, an error was being generated if the source employee had
Availability.
Scheduling | Employee Schedules
If an employee had no labor rules for a selected department, their entire visit calendar
grid in the Scheduling module was shaded in the color white. This was overriding the
Availability display if ‘Off Days’ were set to display in a different colour. This problem has
been fixed. If a labor rule does not exist for the employee/department, it will not display
shading.
Clients | Select | Clinical Day View
The user attached a PASE document to a client in Clinical Day View on their local
database, and then linked it to a visit. When they uploaded the client to the server, and
then downloaded that client back to their local drive, the PASE document was no longer
attached or linked. This problem has been fixed.
Timekeeping
Cancelled visits are now being excluded from this enhancement.
22358
This update fixes a problem with the local date filtering, which has been changed from
the Short Date Format to D-MMM-YYYY.
Timekeeping | Periods | Close Period | Check for Unverified Visits
When the user closed a Timekeeping period with the Check for Unverified Visits box
checked, an error was generated. This problem has been fixed. The Timekeeping Detail
Summary report will run as it should and no error will be generated. See also defect
22538.
Maintenance | Processing | Visit History
When the user ran the Visit History calculation, a report was produced of a number of
records that were created. But the System Log file indicated that zero (0) records were
created when it should have displayed the actual number. This problem has been fixed.
Imports/Exports | Exports | HL7 Transmission
This release fixes an issue where, if there was bad data in the client database,
attendance types were included in the HL7 export when they should not have been.
Imports/Exports | Exports | HL7 Transmission
This update fixes a problem with the HL7 export. The value that was being exported in
position 4 of the PV1 segment will now be exported in position 3 of the PV1 segment.
22634
22385
22416
22627
22692
22709
22726
22736
150 of 155
327
V7 - Wildcard reporting allow freeform typing in area field
328
Upload License Data - Invalid
Pointer Operation
329
Dated Notes – being saved/sent to
recipient if deleted
330
Availability/Employee Roster Report
- Midnight Start
331
V7 - Task Event Client status
activation not working
Procura 7- User Release Notes
Reports
This update fixes an issue where the user was unable to type a wildcard in the Area
drop-down box on many of the report forms. Wildcard functionality has now been
restored to the Area drop-down boxes that appear on the following report forms:
22740
 Client Status Changes
 Order/Episode Maximum Exception
 Availability
 Employee Schedule
 Employee Timesheet
 Labor Rules Exception
 Weekly Caseload
 Billing Period Summary
 Profitability
 ADT by Age
 ADT by Funder
 ADT by Gender
 ADT by Referral
 Client Status Changes
 Visit Counts by Billing Code and Start Time or Shift code
 Visit Counts by Funder and Billing code
 Visit Counts by Start Time or shift code
 Workload Analysis by Area
 HR Statistics by Language
 HR Statistics by Status Reason
 Visit counts by employee Category
Maintenance | Licensing
This update fixes a problem where, when the user was attempting to upload their license
data to Procura, an error occurred.
Clients | Select | Dated Notes folder
If the user entered a recipient into the To: field in a Dated Note, and then removed that
recipient and clicked Save/Send, the note was emailed to that recipient, even though it
had been removed. This problem has been fixed. Dated Notes that do not contain a
recipient name will ever only be saved.
Report s | Scheduling | Employee Roster Report
An availability with a Midnight start time (00:00) was being treated as a null value
(12/31/1899 00:00:00). This caused the field to appear blank in the Availability module
and these entries did not show up on reports, such as the Employee Roster Report. This
problem has been fixed.
Workflow
Workflow Alerts were not working correctly for client status activation. After creating an
alert, and then changing a client’s status from Discharged to Active, no alert was being
22744
22753
22809
22827
151 of 155
generated. This problem has been fixed.
332
V7 - Schedule Generation - File &
System Log
333
V7 - Weekly Planning Rpt
converting repeating durations incorrect
334
V7 - Celltrak - HL7 - Inbound Unscheduled client visit
335
V7 - URN number on Client Co
Payment Report only displays 9 digit
336
Defect/CR: HH-CAHPS Min CMS
Export CSV
337
V7 - Client Service Summary
Report - Wrong Table Queried
338
BC SPEC 50 Waitlist Status not
option for Scheduling Group
339
SEHC-ADP Payroll Export
Procura 7- User Release Notes
Maintenance | Scheduling Setup | Schedule Generation
If the user who was running Schedule Generation did not have access to the destination
folder for the log file, no System Log entry was being generated, even though an entry
should be generated regardless of their inaccessibility. This problem has been fixed.
Reports | Scheduling | Weekly Planning Report
When a One-Time visit was scheduled with a duration of 50m in the ‘Hrs and Min’
format, it was automatically converted to 0.8333 in the employee’s visit. This has been
fixed. The visit durations that were entered in 'Hrs and Min' format were being
converted to a repeating number, which was being rounded down by the Weekly
Planning Report.
Imports/Exports | Imports | HL7 Import
This update fixes an issue with the HL7 import where, if an unscheduled client visit was
imported, but the client's telephone number was not unique, Procura would not
automatically populate the client record when a visit was created in the CallMe! window
in Timekeeping.
Reports | Billing | Client Co Payment Report
If a client was included in the Client Co Payment Report and their URN number
exceeded 9 digits, the report would cut off after this limit. This problem has been fixed.
This field limit has now been increased to accommodate for as many digits as possible.
Imports | Exports | HH-CAHPS Export
This update corrects the following issues with the HH-CAHPS Minimum CMS Export
when run in CSV format:

Column 60 (ADL Feed) is no longer required per CMS and has been
removed.

Column 54 (ADL Deficits) was not correctly totaling the answers from
Columns 55-59.
Reports | Client | Client Service Summary Report
In the Client Service Summary Report, the ‘Visit Total Options’ selection is populated by
relating the billing records to the various attributes of the billing tables. However, for
new billing tables that were created, it would not return any results from which to pick.
This problem has been fixed.
Scheduling | Client Scheduling | Groups
When a client was added to, or unarchived from, a scheduling group, the Status dropdown box in the Group Status window only had four options - Assessment, Active, Held
and Deceased Support. There was no option to select the Wait Listed status. This
problem has been fixed. All client department statues will now be available when
adding a client to a scheduling group.
Imports/Exports | Exports | SEHC-ADP Payroll Export
This update fixes a problem with the SEHC-ADP Payroll Export where, when it was run,
an error was being generated, and then it would crash.
22829
22830
22857
22875
22909
22926
22928
22945
152 of 155
340
Medication Profile Report columns
overwriting
341
Client Ref no Stat Rep points to
wrong table
342
HL7 - Duplicate visit / travel time
entries
343
V7 - Client schedule: employee
search filter inaccuracies
344
V7 - 'Copy Invoice To' prints
arbitrary visit start/stop times on invoice copy
345
V7 - Refresh issues in payment
processing Filters and visits
346
V7 - Batch payments - edit reversal
from unposted batch - error
347
V7 - Premium Pay Utility Rounding error with start/stop time?
348
V7 - status generation is stopping
the schedule records from generating forward
349
V7 - Callme - visits showing zero's
in mileage column
Procura 7- User Release Notes
Clients | Select |Medications/Drugs folder
The data in the columns on the Medication Profile Report was overlapping when it was
printed from the Medications/Drugs folder in the Client Information form. This problem
has been fixed. The report was not allowing enough space in the Strength column in
order to allow for longer entries.
Reports | Statistical | Client Reference Number Statistical Report
This update fixes a problem with the Client Reference Number Statistical Report where
the query that populates the Status drop-down box was using the wrong table. The
query now uses the correct table.
Imports/Exports | Imports | HL7 Import
This update fixes a problem with the HL7 Import where duplicate entries in EDCCALLS /
EDCVISITS were being generated if the import needed to stop and restart.
Scheduling | Client Scheduling
This update fixes a problem with visits that were being added to the client schedule
using the employee search filters. If the visit had a duration and both the 'Check
Service Reqs' and 'Check Availability' filters were checked, and then the ‘Check Service
Reqs' was unchecked and rechecked, the results returned the second time were
different.
Clients | Select | Episodes folder
When the ‘Copy Invoice(s) To’ box was used in an episode to copy an attached invoice,
the copy of the invoice did not accurately portray the visit start/stop times. The original
printed invoice did, but the copy displayed arbitrary start/stop times of 07:00pm12:00am for all visits, regardless of the actual visit times. This problem has been fixed.
Billing | Payments | Processing
This update fixes a problem where, when the user edited the time or bill duration of a
visit, the associated billing record was being updated, but the billing grid was not being
refreshed.
Billing | Batch Payments
This update fixes a problem where an error occurred when a batch payment was edited,
which instructed the user to re-select invoices.
Imports/Exports | Payroll | Custom Pay Premium Calculation Utility
This update fixes a problem with the Custom Pay Premium Calculation Utility where a
rounding error was occurring when the visit duration was calculated using the start/stop
times.
Scheduling
After a patient was put on a Held status, and then taken off, visits that were previously
part of a pattern became One-Time visits and would not generate forward. This problem
has been fixed. The status generation was stopping the schedule records from
generating.
Timekeeping | Adjust | CallMe!
This update fixes a problem with in CallMe! where, when no expense records existed,
mileage was still displayed in the Mileage column with a value of zero (0).
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350
V7 - Close TK Period - Check for
unverified visits
351
V7 - TK - Previous period visits
showing in current
352
Client Care Connection spelling
error in filter options
353
ONI--Prox.bpl 6.1.1.8--Equipment
comments exceed deselect
354
Work Order JBC-20 incorrectly
totaling hours
355
Reports: Collection Letter
Report/Client Aged
356
HL7 - Transmission - Performance
Improvements
357
Availability/Employee Roster Report
- Midnight Start
Procura 7- User Release Notes
Timekeeping
This update fixes a problem where an error would occur when closing a Timekeeping
period and checking for unverified visits.
Timekeeping
The previous Timekeeping periods were being displayed in the current period because a
comparison of the visit date and time with the closed period date and time was not
including seconds. This problem has been fixed.
Clients | Care Connection | Display
This update fixes a problem where there was a typographical error in the term ‘Client
Service Plan’ that exists in the filter options on the Care Connection form.
Imports/Exports | Imports | ONI
When a lengthy description was given for the ‘Aids and Equipment Used’
question/answer, the ONI import did not import the value for that question. This
problem has been fixed. The contents of this field will now be truncated if it exceeds 80
characters and the value that is entered will be allowed.
Billing | Invoices
This update fixes a problem where the visit duration was not being represented
correctly on the Professional Services Logo invoice because it used the Billing Duration
field from the Billing table to determine the visit duration. The visit duration from the
Visits table will now be used.
Reports | Billing | Client Aged Report
This update fixes the following problems with the Client Aged Report:

When an image that is 443 x 403 pixels was inserted, it was being autoresized incorrectly, which was causing it to overlap the date.

Incorrect values for the number of Days Overdue were being generated
when the Collection Letters were run.

The value for the number of Days Overdue column on the Collection
Letter Report was overlapping the value in the Amount Due column.
Imports/Exports | Exports | HL7 Transmission
This update improves the performance of the HL7 Transmission by decreasing the
processing time that is required to find care plan activities for each visit. Note that
version 6.2.0.5 of the PROHL7X.EXE file is required if you use the Standalone HL7
Export.
Reports | Scheduling | Employee Roster Report
This update fixes a problem where employee availability that has a midnight start time
(00:00) was being treated as a value, (e.g., 12/31/1899 00:00:00), which caused the
field to appear blank in the Availability module and the entries did not display on
reports, such as the Employee Roster Report. Employee availability that starts at
midnight will now be reported correctly in the Employee Roster Report.
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358
QB AR Export - FARLs from wrong
funder being applied
359
Client Aged Report - Templates and
Specific Transactions
360
V7 - Show Labor Rules in
Scheduling - Colors disappear
361
OASIS Calculate PPS on the fly
Access Rights
362
Duplicate CVID - Same Employee
Same Day possible
Procura 7- User Release Notes
Imports/Exports | AR/GL Exports | QuickBooks AR Export
This update fixes a problem where, when the QuickBooks AR Export was run with the
'QB Invoice' and 'QB Invoice 2' Funder Agency Reference Labels, the billing charge that
was being exported was being formatted incorrectly if the source funder was not
defined for that export.
Reports | Billing | Client Aged Report
This update fixes a problem where, when the user saved specific transaction types
within a template on the Client Aged Report, they would remain selected when the user
switched templates.
Scheduling | Client Schedules | Select | Options | Environment Options
When the Show Labor Rule Totals checkbox is checked in the Environment Options
window in the Scheduling module, the cells that contained values that exceeded the
labor rule, would be colored red. But, if the user used the scroll bar or clicked another
cell, the color would disappear from the cell. This problem has been fixed.
Clients | Select | OASIS
There are two Access Rights that control the display of HIPPS/HHRG and PPS Amounts
within the status bar at the bottom of the OASIS form. The Access Rights were
originally designed to control whether the HIPPS/HHRG values would be updated ‘on the
fly’ as users changed the OASIS ‘money’ questions that are colored in red. The intent
was to allow customers to make a business decision as to whether nurses should be
allowed to see the financial impact of their OASIS entries while they perform the
assessment.
The access permissions were not originally intended to extend to the PPS Information
form or to the OASIS Header display. However, because ‘on the fly’ is a subjective
phrase, it is reasonable for a customer to interpret these access rights as being a
method by which the values would be excluded from the PPS Information and OASIS
Header form. Therefore, when a user does not have the Access Rights for ‘OASIS
Calculate HHRG/HIPPS on the fly’ and ‘OASIS Calculate PPS Amount on the fly,’ the
display of these values on the PPS Information form and on the OASIS document's
header form are now hidden from the OASIS form and will not display/print on the
OASIS Report.
CallMe!
Procura prevents the creation of duplicate CVIDs for the same client on the same day.
However, duplicate CVIDs could still be created for the same employee on the same
day, which caused issues for CallMe! This problem has been fixed.
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