Background Pulls Forward in the Assess Command
This release fixes a bug that caused background not to pull forward within the assess command.
Release Notes
Check out the latest features and fixes for Canvas. This page covers releases beginning in December of 2023. Prior releases can be found in our legacy knowledge center.
Updates Apryse WebViewer Version
We leverage the Apryse library for document annnotations. This work updates the Apryse WebViewer to 10.10.1.
Prompts Users to Add Commands or Automations
There is a now a prompt in notes to make adding commands and automations more intuitive. Start typing or press / for commands space for automations. Pressing / or space will pull up the full library of commands or automations for users to browse through and select from.
Restrict Free Text in Notes
We have added a constance config that allows admin to restrict free text within notes, forcing all documentation to exist within commands. Users will be able to search for commands and automations and must select from them. Please reach out to our Customer Experience team if you would like to enable this restriction.
Optimizes Claim Scrubber
When viewing claims for patients with many coverage eligibility responses, the user may experience a delay. We have optimized the claim scrubber to load faster for patients with many coverage eligibility responses.
Fixes SDK Lab Order Command
- The ordering provider dropdown is now searchable
- The compendium will not load until a lab is selected
Updates Character Limits
- Autocomplete fields within command headers of SDK commands (instruct, immunization statement, etc.) now have a character limit of 1000. The limit is enforced when adding free text without causing an error.
Commentwithin the instruct command now has a character limit of 4000 characters.MedicationandSigwithin medication statement has been limited to 255 characters to prevent downstream errors in refills.
Capture Default Supervising Provider
Administrators can now set a default supervising provider on the staff page. These providers will only be members that have a prescribing role.
Fixes Truncation on Questionnaire Single Select Questions
Responses to single select questions are no longer truncated.
Updates Questionnaire Scoring Results Codings
Any observations created from a custom questionnaire score will have a coding associated with it to meet required FHIR standards.
Improves Admin experience
The Note page in admin has been updated for improved usability.
Add Physical Exams, Structured Assessments and/or Review of Systems using FHIR QuestionnaireResponse Create
When using the QuestionnaireResponse Create endpoint, the command will be inserted into the Patient’s note based on what the use case in charting of the questionnaire is: Questionnaire, Physical Exam, Structured Assessments, Review of Systems
When inserting a command into a billable encounter, if the questionnaire responses include the selection of an answer that has a cpt code included in the Fee schedule, the code will appear in the Note’s billing footer
Fixes Date on Task Comments
We addressed a bug where the task card in the patient chart incorrectly displayed the last comment date.
Search FHIR Provenance by Patient or Agent
We’ve update the FHIR Provenance resounce to allow for the ability to search provenance records by the patient associated to the record and the agent who made the provenance record.
Fixes Suffix and Prefix on FHIR Patient Create/Update
We addressed an issue to allow a prefix or suffix to be added the the FHIR Patient.name attribute.
Bill for Conditions Added via FHIR Condition Create
If an active condition is created via FHIR Condition Create endpoint, an assessment will be associated to the condition. If the diagnosis command is inserted into a billable note, the ICD-10 codes will appear in the note’s billing footer.
Orders Diagnoses Based on Entry
We updated how diagnoses are ordered on the claim and note footer to ensure the claim matches the order the commands are entered into the associated note.
Updates to Goal and Update Goal
- The goal command now requires a start date.
- The previously recorded dates and priority pull forward in the update goal command.
SDK Allergy, Remove Allergy, and Family History Commands Available for Beta Testing
The SDK Allergy, Remove Allergy, and Family History commands are now available for beta testing. Read more.
Protocol Card Insertion Error Related to Questionnaires
Resolves error when a protocol card inserts a command on a questionnaire that is not enabled.
FHIR DocumentReference Search Date
FHIR DocumentReference search by date accepts a datetime format.
Provider Credentials in Electronic Signature
Includes provider credentials after signature when printing a note.
Resolve Close Goal Priority Issue
Resolves error on Goal Priority, now when a Goal is closed the priority will remain the same from initial input.
Enhancement to Assignee Details on Clinical Review Documents
Includes the date of when a user was Assigned to a clinical review document.
SDK Lab Order Command Available for Beta Testing
The SDK Lab Order Command is now available for beta testing. Read more.
Implements FHIR API Breaking Changes
This release implements the following changes outlined here and previously communicated via email:
- For DiagnosticReport read/search, the FHIR API previously returned
entered_in_errorfor status. Per the FHIR spec, we now returnentered-in-error. - The FHIR API previously returned the string
nullin the response body for successful create and update interactions. Create and update endpoints now return empty response bodies on successful interactions. - The FHIR API previously included the version number in the location header of create interaction responses. The version number should only be included by servers that support versioning, which our API does not.The location header now only includes the base URL, the resource type, and the identifier, i.e.
[base]/[type]/[id]. The/_history/[vid]suffix on the location header value is no longer included.
Ability to Update Clinical Review Document Attributes
Allows users to update Clinical Review Document(s) attributes such as report name, link order, requires signature, date, comment, and priority. These attributes can be updated on lab, imaging, consult, and uncategorized clinical reports from each specific panel view or on patient chart.
Improvement to Team Responsibility Admin Configuration
Prevents admin users from adding same responsibilities to more than one team within settings.
Improvement to Letter Template Arrow Date Formatting
Resolves issue to correctly display letter template variable .
Improvement to Admin Configuration Pages
Improves Admin experience on the following pages: Patient Consent Codings, Patient Consent Rejecting Codings, Groups, Teams, Patient Groups, Patient Group Members, and Patient Group Member Exclusions.
Fix to Display of Staff Members in FHIR
Fixes display issue in FHIR when updating team staff members in Settings.
Standardize Appointment Note Title for No-Shows
Updates Appointment note title to standardize indication of no-show in note header.
Split and Modify Documents
Enhances PDF Annotation functionality by allowing users to delete or split specific pages to multiple document types within Data Integration intake workflow.
Write Letters API
The Letter API endpoint allows customers to post letters to the patient timeline. You can stage the letter to the timeline, setting the provider, location and content. HTML and CSS are supported within the body of the letter. Read more.
Sorts DiagnosticReport on Date
The default search results order for FHIR DiagnosticReport is now based on date.
SDK Commands Enabled for All Customers
The SDK medication statement, stop medication, instruct, and perform commands have been released to all customers (GA). Current status of commands can be found here.
Updates Mapping of In-Network Indicator
An in-network indicator of n within a 271 response will now correctly map to out of network in our FHIR EligibilityResponse endpoint.
Diagnose Command Added to Commands Module
The diagnose command has been migrated and is available for beta testing.
Billing Footer Updates Without Save or Refresh
The billing footer now updates as soon as an SDK command (e.g. assess) is committed. There was previously a dependency on saving the note.
Audit Modal Supports Patient Authored Questionnaires
The audit modal will now show the correct information when the patient is added as the author of a questionnaire through the FHIR API.
Updates POS to Reflect Note Type Configuration
Ensures all billing line items have the appropriate POS based on the configuration set within appointment and note types.
Prevents Duplication of Category when Saving Diagnostic Reports
CategoryCoding objects for diagnostic reports were being created on every save, causing duplication apparent within the FHIR DiagnosticReport search interaction. This has been fixed.
Admin Improvements
The following admin pages were updated for improved usability:
- Organizations
- Roles
- Care Team Memberships
New Commands Added to Commands Module
The instruct and perform commands are migrated and available for beta testing.
Print the Task Command
This work fixes a bug that prevents individual task commands from being printed.
Optimizes Use of Internal Endpoints
Requests within the chart related to Conditions, Interviews, Diagnostic Views, and PatientDocuments have been optimized. Usage of these endpoints should now be faster.
Ensures Associated DocumentReference is Created for Lab Reports
This work addresses an issue that delayed and/or sporadically prevented the creation of a documentreference resource when adding lab reports via Data Integration beginning in April. We will backfill the missing documents over the next week to ensure all lab reports are available via the FHIR API.
Adds a Saving Indicator to SDK Commands
Our saving indicator, currently shown in the note header, no longer updates when content within SDK commands is updated. To address this, we include a saving indicator within the migrated SDK commands to notify users that their changes are saved.
Undo Action Enhancement in Data Integration
Resolves error that prevented users from exiting or cancelling Undo action within Data Integration when editing a submitted a document.
Admin Improvements
The following admin pages were updated for improved usability:
- Vaccine
- Fee Schedule
- Insurer
- Payor Specific Charges
Performance Enhancements for Lab Results and Note Loading
We’ve made some performance enhancements to the way lab results and notes load within the application. These changes will speed up the initial load time for lab results and notes, allowing users to review labs and start charting faster.
Updates How Commands Load within Notes & Timeline
We’ve update how commands load within notes on the timeline. Rather than preloading commands for all open and visible notes, we now load them as the user scrolls through the timeline. This speeds up initial chart load and allows users to start charting much faster. Malformed commands will also now show an error in the note body, whereas they previously were presented as loading gray boxes.
Manage Staff with the FHIR Practitioner Create & Update Endpoints
You can now manage staff profiles using the FHIR Practitioner Create and Update endpoints. You can also fully automate account creation using the send-reset-password-email operation. Read more.
ICD-10 Codes Rank on Claims
Resolves bug that incorrectly ranked ICD-10 codes on claims. ICD-10 codes are now ranked on claim based on time of insertion within a note or claim, newer codes will be ranked below previously placed codes to reflect the correct order for accurate billing.
Send Messages for Lab Results via the Patient App
This release fixes a bug that caused patient messages to fail to send via text or email when initiating them through the lab review modal and using Canvas’ messaging capabilities.
Updates Password Reset Email
Updates user Password Reset Email subject and content.
Adds FHIR MedicationRequest Search Parameter for Requester
Adds FHIR MedicationRequest Search Parameter for Requester.
Adds FHIR Coverage Search Status Parameter
Adds status parameter to FHIR Coverage Search for filtering by active or cancelled coverages.
Enhancement to Claim.MD Integration
Enhances our Claim.MD integration allowing for more frequent payer list updates to instances.
SDK Prescribe Command Available for Beta Testing
The SDK Prescribe Command is now available for beta testing. Read more.
Flags Required Fields within SDK Commands
Required fields within SDK commands will now be red on command origination, ensuring that users know which fields need to be completed before recording the command.
Resolve 500 Error on PDF Generation
Resolves 500 Error on PDF generation within patient chart when attempting to print, preview, or fax documents.
Fix to Practitioner Search Param Typo
Fixes FHIR Practitioner Search param typo to be include-non-schedulable-practitioners.
Enhancements to CareTeam FHIR Resource
Enables ability to Read and Update CareTeam Lead through an extension, and allows for switching CareTeam member roles via API.
Fixes Date Search Parameter for DocumentReference
You can now search for FHIR DocumentReference by date.
Adds Temporary Extensions to all FHIR Attachments
We have added a temporary extension to the Attachment attributes for the following resources: Consent, DocumentReference, DiagnosticReport, Media, Patient, and Practitioner. The url attribute on Attachments will require bearer authentication in the near future. The temporary extension is meant to support the transition. We encourage you to update your workflow to use the temporary extension as soon as possible. We will then release the change to the existing attribute and give a window of time to move off of the temporary extension. Read more
Enhancement to Review Documents View on Patient Chart
The PDF view functionality on a patient’s chart has been reinstated, for which a new tab opens for viewing labs, imaging, specialist consult, and uncategorized clinical documents. The Review and View buttons have been added for seamless review of these documents as a pop-up on the patient chart.
Surfaces Co-Visit Related Appointments in API
Appointments will now reference co-scheduled appointment IDs via API, to easily identify which appointments were scheduled together.
Ensures Command Content is Visible After Commit
This work fixes a bug that caused certain fields to not show in the collapsed view of committed SDK commands.
Adds Audit Modal to SDK Commands
You can now see access an audit history of SDK commands in the command triple dot menu. We have chosen to move away from the existing tooltip (available on hover) for SDK commands in order to have more space to display additional data. We have added timestamps for some actions now and have plans to continue to expand on the level of detail within the audit trail in the future.
Sets Default Appointment Note Type on Scheduling Modal
The default appointment note type set in admin now automatically populates the scheduling modal.
Updates Note Type Admin Page
Administrators now have visibility as to which Note Type is the default Appointment Type within each Note Type configuration page. We’ve also added validation to prevent users from setting a none schedulable Note Type as the default Appointment Type.
Requires Patient References in FHIR MedicationRequest Search/Read
FHIR Medication Request Search/Read will now exclude prescription records without a patient. These are created via Surecripts as refill requests for patients who are not registered.
Updates FHIR Observation
We’ve made the following changes to the FHIR Observation resource.
- Observations are now created for all questionnaire responses that have been coded with LOINC or SNOMED as the code system. This includes all responses across all questionnaire types (questionnaires, ROS, PE, structured assessments) We previoulsy only created observations if
Use in Social Determinantswas set to true for responses of questionnaires. Derived-fromwas added as a search param.- Additional display names were added to various attributes.
- All vitals signs are now supported in FHIR V2. Read More.
Resolves Default Reason for Visit (RFV) and Note Type Issue on the FHIR Update Payload
We have resolved an issue in our logic that would update appointmentType and RFV to the associated instance’s default values if these values were omitted from the FHIR update payload. Now, if appointmentType or RFV is omitted from the FHIR Update payload, they are ignored in the message consumer to keep the appointment values as is.
Resolves CCDA Import Display Error
An issue has been resolved that displayed incorrect error of CCD - Patient not matched despite a patient match.
Saved Annotations Persist for Forward by Fax
Within Data Integration, users can now Forward by Fax documents that have been annotated and saved.
Ensures Most Recent Questionnaire Version is Used in Automations
Fixes a bug that caused automations to load with old questionnaire versions due to caching.
Removes Carry Forward Option from SDK HPI Command
Our carry forward logic pulls in the most recent committed response. Since the HPI command is never committed, carry forward cannot be used. We removed the option from the triple dot menu.
Improves Performance Loading Charts and Inserting/Deleting Notes
We’ve optimized our notes query by splitting it into two separate queries: one for retrieving static command schema data and another for dynamic commands. This enhancement allows us to cache the static data, resulting in faster load times.
Removes Extra Whitespace When Inserting Commands via API
Resolved issue that added 15 blank text lines above API inserted commands.
Truncates Internal Comment on Tasks
The internal comment on tasks will automatically be truncated, users can expand internal comments to view the full text.
Fixes Display Issue on Staff Admin Contact Point
The Staff Admin Contact Point data now matches the corresponding information within the associated input fields.
Enables SDK Reason for Visit, Assess, Goal, and Update Goal Commands for All Customers
The SDK reason for visit, assess, goal, and update goal commands have been released to all customers (GA). Current status of commands can be found here.
Enabled Scrolling within Calendar Configuration
Users can now scroll on the providers list within calendar configuration modal.
Fixes Automated Task Creation from Lab Errors
We have resolved an issue that prevented certain automated tasks from being created when there was a lab error from Health Gorilla. Lab error responses from Health Gorilla will now create a task with further information on the error.
Fixes to SDK Commands
We have made updates to several SDK commands to address various bugs. The fixes include:
Questionnaire
- The most recent version of the questionnaire will now be used in automations.
- Keyboard navigation improvements.
- Values entered in the questionnaire loader are now accurately represented in the command upon origination.
- Blank free text responses will no longer print with the question name (i.e ~TXT~).
- The click target on multiline single select and free text responses has been expanded.
- Automations created before the carry forward setting is enabled now respect the setting after its enabled.
Reason for Visit
- The SDK Reason for Visit Command is now compatible with FHIR Appointment Create/Update.
Assess
- The background field will carry forward as it should when originating the assess command within a note.
FHIR DocumentReference Now Includes Title & Comments
Document titles can now be accessed through the FHIR DocumentReference endpoint under the ‘description’ attribute. Additionally, document comments are accessible via an extension.
Reviewing and Annotating Documents from Patient’s Chart
Users can now access review documents from a patient’s chart as a pop-up modal with the associated review command. Review documents can also be annotated by users within this modal and placed directly on a patient’s chart. These documents include Lab, Imaging, Specialist Consult, and any Uncategorized Clinical Document Reports. To learn more about enabling PDF Annotation functionality, please email product@canvasmedical.com.
Due Date Task Filtering
Users can now filter tasks from a patient’s chart or the task panel based on task due date.
Patient Search Improvements
We have made changes to make searching for patients and loading charts faster, especially for patients with many appointments and encounters.
Load More Tasks Functionality
Resolved Load More issue on task lists from patient chart and task panel.
Business Line Permissions Error
Resolved Business Line error that prevented users, based on permissions, from accessing feature from admin settings.
Note Filter Includes Inactive Staff
Users can filter a patient’s timeline by Inactive staff.
Improvement to Faxing Contact Search
We have improved performance for contact search within the faxing modal.
Updates to Coverage Eligibility Response Workflows
- We have added an extension (active-health-benefit-plan-coverage-description) to FHIR CoverageEligibilityResponse that pulls the plan name from the parsed X12 response.
- The status of eligibility checks that have failed in ClaimMD with a 400+ error will now be accurately reflected in the UI and API. The outcome in the FHIR CoverageEligibilityRepsponse endpoint will now return
error. - We have implemented improved handling when processing eligibility responses from ClaimMD that contain empty quantity fields.
Task Filtering Improvement
An issue has been fixed on tasks where selecting or unselecting filtering checkboxes did not result in the expected behavior. Now users should expect task filtering actions to display appropriate results.
Select All Option on Task Label Filter
Users can now utilize the Select All option on the task labels filter dropdown.
Select All Option on Schedule View Configuration
Users can now utilize the Clinicians checkbox option on the schedule view configuration modal to select or unselect all listed providers at once.
Fixed Duplicative Patient Conditions based on Claim CREATE via API
We have resolved an issue that resulted in duplicative conditions on a patient’s summary when a claim was created with an associated ICD-10 code via API. Now, we will only include the ICD-10 code in the patient’s condition list if the code is not already listed within the condition list as “active”.
FHIR Patient Performance Improvements
We’ve made changes to make the FHIR Patient read and search endpoints faster.
Fixes QR Code in MFA Authenticator App Setup
Fixes a bug that blocked users from configuring an authenticator app for Multi-Factor Authentication (MFA).
New Endpoint to Surface Schema fields in the Commands API
The fields endpoint surfaces the specific schema fields associated with each command, including autocomplete fields that are necessary to know what values are valid (e.g. active conditions that can be assessed).
Fixes FHIR Appointment Endpoint Compatibility with SDK RFV Command
This release fixes a bug that prevented scheduling appointments via the FHIR API when the new reason for visit command was enabled.
SDK HPI and Questionnaire Commands Enabled for All Customers
The SDK HPI and questionnaire commands have been released to all customers (GA). Current status of commands can be found here.
Update Claims With No Coverage
This work fixes a bug that prevented developers from updating claims that had no coverage associated.
Updates to Carry Forward Logic
SDK commands have the option to carry forward past responses using the triple dot menu. Questionnaires can also be set to carry forward responses automatically using the carry forward all encounters setting. We are deprecating the carry forward same encounter functionality. The setting will no longer be honored.
Write Labs Via the API
We have added the ability to add lab reports and associated values via our FHIR DiagnosticReport endpoint. This functionality is being beta tested. Documentation will be updated soon.
Update to FHIR Practitioner
We have added create and update interactions, support for new search filters, and new attributes to read and search for FHIR Practitioner. This new functionality is currently being beta tested. Documentation will be updated soon.
Improved Performance for FHIR Task Search
We have made changes to FHIR Task Search to improve performance
Goals Updated in Patient Summary
We fixed a bug that prevented the patient summary from updating in real time when adding goal and update goal commands to a note.
New Commands Added to Commands Module
Medication statement, goal, and update goal have been migrated and are availble for beta testing.
Fix to Unassigned Document Review Reports
An issue has been resolved that was impacted Unassigned review reports (lab, imaging, special consult, and uncategorized clinical documents) when attempting to access through the Unassigned filter functionality. This issue was impacting reports that became unassigned when an assigned staff member was marked as inactive.
Bulk Updating a Staff’s Status in Admin Reflects on the User Page
Resolved issue when activating or inactivating a Staff in the Action dropdown in Admin to ensure the Canvas User’s status is also synced.
SDK Protocol ImagingRecommendation Allows Priority to be Set
The ImagingRecommendation Type in SDK protocols now allows the context object to pass a priority that can be set to either Routine or Urgent. This value will be autofilled on the Image Command in the patient’s chart. Read more.
Medication History Enhancements
We have improved the usabilty of the medication history functionality within admin settings.
Fixes SDK Questionnaire Command Wrapping
The SDK questionnaire command is currently in beta. We fixed an issue with this command where free-text responses in the questionnaire were not being wrapped.
Fixes Collapsed View for Plan Command
A previous update inadvertently caused the plan command only to display the first line of text when it was committed and in collapsed form. Now users will always be able to see the entire narrative of the plan command.
Update to Cache Google Calendar Events
We have made an update to the cache_google_calendar_events by clearing cache keys before re-fetching google calendars, so that calendar events can update within Canvas scheduling.
Remove Requires Signature Label Once a Document has been Reviewed
When ENABLE_REQUIRES_SIGNATURE constance configuration is enabled, the Requires Signature label will automatically be removed once a document (lab, imaging, consult report, and uncategorized report) have been marked as signed through the corresponding command.
Update to Reload Health Gorilla Compendia
We have made an performance enhancement to the reload_compendium when it reaches out to Health Gorilla (HG) for an updated Lab’s compendium. We have also reduced the job to run on a weekly basis as compared to a daily basis due to HG’s compendium update cadency. Canvas Support will still have the ability to run this sync manually if HG updates the compendium more often.
Enhancements to Note Search Results in Patient Chart
Users can filter note search commands, within the patient chart, based on the status of the command (committed or uncommitted). There is also the ability to view both committed and uncommitted commands within the note search, which includes a label on the status of the command. Additionally, the command results will now have permalink navigation to the corresponding note or command.
Fixes Link to Diagnostic Theater
We fixed a bug that was causing the link to the diagnostic theater to be off screen when navigating to a patient’s chart from their lab results.
Improves Performance of Indication Search in Refer Command
The search now waits for a pause rather than searching on each keypress. This reduces the randomness in the search responses as they load.
Adds Display for Labs in FHIR Observation
Observation read & search will now surface lab names in the display attribute.
Adds Monitoring
- We added additional tags to our web worker metrics to give us visibility into uneven usage caused by (for example) session stickiness at the load balancer level.
- We added additional metadata to error reports when individual commands or notes crash to improve our ability to stay on top of those errors.
- We improved release notation within our internal systems, allowing support staff and engineers to better see if regressions are caused by a release in the time immediately following that release.
- We increased the accuracy of our request/response durations by accounting for time spent doing request logging.
- We added the ability to track the request backlog for all web workers, allowing us to track the size of the request queue over time.
Show All Report Names in DiagnosticReport
The text attribute of DiagnosticReport will now reflect the report name for all lab reports.
Filtering of Note Type in Revenue Queue Table
Users can now filter claims on any of the revenue queue tables through note type selection(s).
Fix Patient Chart URL to Allow for Adding CPT Codes to Notes
Fixed issue that prevented user from adding CPT codes to certain note types based on patient chart URL.
Expanded Click Point on SDK Commands
Fixed issue that limited where users could click within migrated commands.
Leverage the Provider Directory when Faxing
The fax modal, used when faxing notes, letters, and lab orders, now includes a dropdown to pull in the contact details from directory listings. Users can still update the To and Fax number fields manually as needed.
Fax Lab Orders
Users can now fax lab requisitions after they have been saved or sent electronically via Health. Selecting Fax lab requisition from the triple dot menu on the command will bring up our faxing modal, which allows users to specify where the order should be sent and complete the cover sheet fields if covers sheets are enabled in your instance. The status of the outbound fax can be tracked in your Sfax portal.
Updates to Plan Command
Migrated commands now support the following:
- Carry forward the last committed response. This option will pull in the latest record from the database across all users. This functionality is compatible moving forward. You may not be able to pull in responses from our legacy commands.
- Add partially completed commands to automations.
- Committed commands may be truncated to preserve space in the note. Click on the command header to expand the full content.
Users can access these workflows using the triple dot menu associated with the command, which is now present before clicking record. Currently, the only command available GA is plan. These enhancements will be available for the newly released commands moving forward (when appropriate).
Interact with Commands via the API
The Commands API allows you to read, search, create, and update (including the ability to commit or enter in error) commands via the API. This will only be possible for the commands that have been migrated to the commands module of the SDK. Read more.
Fixes Chart Over Scroll
We’ve updated how the timeline loads to address a bug that was causing the top of the timeline to get cut off by the header.
New Commands Added to Commands Module
Additional commands have been migrated and are availble for beta testing.
API Payload Sent from Stripe Card Payments Updated
Stripe added a new attribute to their Card Payment API response payload. We updated our data validation to account for the new attribute.
Updated Place of Service Logic within Claims
The Place of Service (POS) logic for the add charge tab within claims has been updated to default manually added charges on a claim to the POS that is set at note type admin or practice location level.
Remove Assigned Individuals and Teams from Tasks
You can now change team and individual assignment of tasks to unassigned.
Filter Note API by Provider
We haved added filtering on provider_key to the Note search.
Reference Note Objects in our FHIR API
Some of our endpoints allow you to insert commands into notes by including an encounter reference; however, some of our note types do not create encounters (e.g. data import). A note object reference, surfaced by the new Note API, has been added to those same endpoints to facilitate adding the commands to additional note types. The reference has also been added to support capturing the associated note ID for encounters, appointments, documents associated with notes, and resources that have been added to a note.
Filter Snooze Protocol Command Dropdown to Active Protocols
The Snooze Protocol command dropdown will only show active protocols. After a protocol has been snoozed, the Snooze Protocol command dropdown will no longer display those protocols that are snoozed.
Adjustment to Chart Timeline Headers and Tasks Display Times
In order to remove user confusion when reviewing displayed time on the patient chart and within tasks, we have adjusted how time is displayed for user.
- On letters, messages, and note headers: Users will now see the following format
Day of week, MM/DD/YY HH:MM AM user-time-zone. This should provide clarity on when a letter, message, and note were created on a patient chart. - On task created header and task activities: Users will now see the following format
Day of week, MM/DD/YY HH:MM AM user-time-zone. This should provide clarity on when tasks were created and when activities took place within a task. The same will be true on the task panel . - On task due dates: Users will now see the following format
Day of week, MM/DD/YY. This should provide clarity on what day a task is due.
Associated Patient and Provider Data Updated on Claims
When the push charges button is utilized on a billable note, the associated patient and provider data to that claim will be automatically updated so that the latest version of an unlocked note will have the updated information for the patient and provider. This information includes patient demographics, coverage data, and provider admin staff page values. Additionally, if users want a locked note to reflect updated patient and provider information, a user needs to unlock and re-lock the note to automatically update this information on the claim. Claims associated to a locked note will not have patient and provider information automatically update, to prevent unwanted changes to these claims.
Update to Print Templates
- Corresponding provider and appointment details have been updated on after visit summary printouts to display correct information.
- Internal comments added within the
Review Noteautomated task have been removed from note printouts.
Ability to View and Delete Patient Photos
Admin will now have the ability to view and delete a patient’s profile and chart photo through Patient admin settings.
Ability to Inactivate Practice Locations
Users will be able to inactivate practice locations through admin settings. Once a practice location has been marked as inactive it will be removed from UI selection drop downs such as note headers, letter templates, message templates, appointment scheduling, and schedule view. If an inactive practice location had been used in past notes, appointments letter, and messages, it will be displayed with an (inactive) label after the practice location name. Practice locations cannot be saved as inactive if there are any future appointments for those locations, appointments must first be updated or removed.
Removed Add Service Provider Button and Modal from Data Integration Page
The Add Service Provider button and modal have been removed from the Data Integration page.
Changing provider and practice location values through appointment header ellipsis have been disabled
In order for a provider or practice location value to be updated on appointments, users need to follow the rescheduling workflow to ensure that the provider has appropriate availability and the practice location is active for the associated provider.
Fix Desynchronization Issues Affecting the Plan Command
Our recent work to migrate the plan command introduced an issue where the models relating to the command were out of sync. To end users, this looked like a gray loading box in the note that never rendered. We have included a fix we expect to prevent these issues going forward.
Improved API Permalinks navigation to correct URL via SSO
When searching for a task via API, the response includes the permalink to that resource. If a user is logged out, the API permalink will now navigate into the right page in Canvas through the login process, including SSO.
Add and Reference External IDs on Appointments
Many customers use the Canvas API to integrate the Canvas scheduling model with other systems. We have added the ability to tag Canvas appointments with external IDs in order to support these 2nd and 3rd party workflows (similar to how we have long supported external IDs for patients). External IDs will not appear in the UI. Read more.
Sort Conditions by Last Assessed Date
This work fixes a bug that was affecting the order in which conditions are displayed in the patient summary. Now, by default, conditions will be sorted by last assessed to first assessed. This way users can quickly identify which conditions may be stale or need to be addressed (those at the bottom). Users can temporarily change the sort to be alphabetical using the slider icon.
Fix for FHIR Coverage Search
We fixed a bug in the FHIR Coverage Search when trying to display coverages with a Subscriber relationship of parent or common.
Update to FHIR Communication Search
Added a search parameter for status on communications. Developers can now search for messages, filtering to those that are sent or drafts.
Improvements to Admin Settings Pages
We have updated the following admin pages to improve the experience, add functionality, and allow more flexibility when managing your instance settings.
Update to FHIR Appointment Endpoint
The FHIR Appointment endpoint now uses a reference from the Location Read/Search endpoint for the Location in supportingInformation. We will continue to support using the integer value when creating or updating appointment for a set period before the current functionality is deprecated. Updates on the end of life for the existing functionality can be tracked here.
Updates to FHIR Claim Endpoint
Our FHIR Claim endpoint now supports read, search, and update interactions. The update endpoint is limited to updating the queue of the claim. This allows third-party RCM vendors to keep claims in Canvas in sync with their operations. Read more.
Fix issue preventing note locking due to uncommitted commands that are not in the note body
Canvas offers a config RESTRICT_SIGNING_NOTE_WITH_UNCOMMITTED_COMMANDS, which will prevent users from locking notes with uncommitted commands. We have fixed a bug that blocked users from locking notes with the message “To lock this note please commit all uncommitted commands”, in the absence of any visible uncommitted commands in the note. This was caused by a recent update to the logic checking for uncommitted commands in the note. That update is now being rolled back.
Display all appointments in schedule view
There was previously a limit on the number of appointments that could be displayed on the daily schedule view. This release ensures that there is no limit so that all appointments are displayed.
Enhancements to Note API
The Note API now includes improved performance, pagination, additional error handling, updated logic for displaying the note title, and the ability to update the note from CVD to LKD.
Update the protocol badge count to reflect the count of all active protocol cards
In the patient chart, there is a chart tab that can be accessed from the top right which shows active protocols. There is a badge on that chart tab which shows the number of active protocols. Previously, this badge count only counted the number of active protocols with recommendations. Now it will show the count of all active protocols with a protocol card, even if there is no recommendation. This is more intuitive - the user should expect the number displayed to be equal to the number of protocol cards they see when they click on the tab.
Letters added to DocumentReference endpoint
Letters created in the patient timeline are now included in DocumentReference read and search.
Create patient groups
We fixed a bug that prevented patient group creation via the API.
Export EHI for a single patient or a population of patients
You can now export EHI for a single patient in your admin settings. EHI is exported as standard FHIR R4 resources in Newline Delimited JSON format, as outlined by the FHIR Bulk Data Access pattern. To export data for a population in the same format, please contact support. Read more.
Update to chart summary print template
Updated the chart summary pdf template to display conditions in order of clinical status and in alphabetical order for a more structured display.
Zip-code validation within admin settings
Validation for US postal codes has been incorporated into the Organization, Practice Location, and Staff address forms when the country is set to US. This validation ensures that the entered US Postal code follows the correct format: either 12345 or 12345-1234. If the user specifies any country other than the United States, the validation process will be bypassed.
Hide Push Charges button from billing footer
We have added a new HIDE_PUSH_CHARGES_BUTTON constance configuration within settings. When the configuration is enabled, the Push Charges button in the footer of all notes will be removed. Signing or locking a note will automatically push charges to the associated claim.
Improvements to note body load time
This work improves the speed at which the note body loads when a note is added to a chart. Previously, the header would load first and the body would be slightly delayed. Now the user will see the body load with the header, so that they can begin documenting asap.
DiagnosticReport now contains the associated PDF
Previously, for lab reports and imaging reports, there was a DocumentReference resource which contained the PDF, and separately a DiagnosticReport resource which contained other information including codings. There was no way to link the two together. This made it difficult for developers to identify what a given DocumentReference PDF contained. Now, we have added the PDF for the report to the DiagnosticReport in the presentedForm attribute. The PDF will also continue to be surfaced as a DocumentReference per FHIR guidance. Read more.
Copy permalinks to notes from the user interface
Earlier this year, Canvas deployed permalinks. These are direct links to Canvas objects (notes, commands, PDFs and more) that can be added to tasks. We received feedback from users that these links were useful, and that it would be helpful to be able to get a permalink outside of the context of a task. One use case is to share a link to a specific note with a colleague, via Canvas chat or another chat application like Slack. As a result we have added an option “copy link” to the kebab (triple dot) menu of the note. This option will add a permalink to the note to the user’s clipboard.
NDCs now correctly reflect brand vs. generic medications
Canvas has a mapping from prescribed medications like “Amoxicillin 500mg tablet” to an NDC code. This NDC code is sent to the pharmacy with prescriptions. In some cases, the NDC code was not respecting brand vs generic distinctions. Now the mapping has been updated so that, wherever, possible, the NDC will correctly reflect whether the selected medication was brand or generic. Note that in some cases this is not possible, for example if a the generic medication name is selected but the medication is still on patent and there is no generic NDC yet.
More PDF documents available through DocumentReference
Customers have expressed a need to access more PDFs from Canvas via API, in order to share these with external parties or in patient-facing experience. As a result we have significantly expanded the scope of DocumentReference, to include the following documents:
- All PDFs added via Data Integration that have been parsed (“parsed” means they have been attached to a patient and tagged with required metadata like document type). Some examples of these PDFs include “Uncategorized clinical documents”, “Consult report, “Advanced directive” and more.
- PDFs of chart notes. A version of the note PDF is saved every time a note is locked, and all versions are available via the API.