Release Notes October 2024

Enhancement: Patient Preferred Name and Pronouns

Tebra’s Preferred Name and Pronouns update enhances the patient and provider experience by displaying patients' preferred names and pronouns where they are most relevant, ensuring respectful and accurate communication, reducing misgendering, and supporting inclusivity in care settings.

With this enhancement, the patients' preferred names and pronouns are now prominently displayed in key clinical areas like patient headers, patient charts, and clinical notes. Coming soon, you will see preferred names and pronouns visible in other key patient touch points across calendar, dashboard, and more.

View Patient Preferred Name and Pronouns Add the patient's preferred name and select their pronouns in the patient's demographics. The preferred name and pronouns display in the following areas: Patient Facesheet
Patient Card
Patient Details
Clinical Note including the Facesheet and Immunization pop-up window

Clinical General Improvements

• Tebra was updated with the new ICD-10 code set released by CMS, effective October 1, 2024. Visit the CMS website for more information about 2025 ICD-10-CM updates.
• Updated Influenza Vaccines to include the 2024-2025 CDC Influenza Immunizations.
• The Priorix vaccine is now available to order, administer as new, or add as historical.

Clinical Resolved Issues

• Fixed an issue where the source of information did not save when adding or editing a historical vaccine
• Fixed an issue where users were unable to select a diagnosis when create a lab/imaging order
• Fixed an issue where users were unable to select Quadrivalent Influenza when administering a new vaccine
• Fixed an issue where clinical assistants's names were sent in the patient's continuity of care

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Patient Intake: Merge Medical History

Medical Intake offers providers an easy to use and intuitive experience for capturing patient medical, surgical, family, social and hospitalization histories, in addition to the patient's medications and allergies. With the new enhanced patient intake workflow, the patient's past medical history, surgical history, and social history can be merged directly into the patient chart.

Feature will be deployed to customers in phases and completed by the end of November 2024.

Merge Medical History Send patient intake forms and include the past medical history, surgical history, and/or social history forms to the patient. After the patient completes the form, review and merge the intake form. Hover over the Engage icon and click on Patient Intake. The Patient Intake page opens. For Patient Experience subscribers, hover over the Platform icon and click on Patient Intake. The Patient Intake page opens. Click Review. The Patient Intake Review page opens. Review the history section(s). Click Merge into chart to map all the selected information into the patient's chart. The form will move from the Pending Review to the Merged page.

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Enhancement: Documents

The document experience now includes a modernized interface, offering an intuitive layout that enhances customer interaction. The updated Documents page allows users to perform advanced search, expanded document options, bulk document actions, and manage document labels.

Feature will be deployed to customers in phases and completed by the end of November 2024.

New Document Features Hover over the Platform icon and click on Documents. The Documents page opens. Advanced Search: Filter documents based on multiple dimensions such as patient name, document type, and date range. Advanced search makes it easier for users to find specific documents, such as those related to a patient within a particular time frame. For example, searching for "legal 2021 grace chen" will display legal documents from 2021 for patient Grace Chen.
Document Actions: Select multiple documents. Then, click the Document Actions drop-down and select Download, Share To Patient, or Delete the documents. Shared files are only sent to the Patient Portal when the document is associated to a patient and has not been previously shared.
More Options: Click the more options icon to select View, Download, Share to Patient, Edit, or Delete the document.
Manage Document Labels: Hide preset labels that are not relevant to the practice. Upload or edit a document. Click the Label drop-down list and select Manage Labels. The list of labels displays. Click the label toggle off. Click Save when finished. The label is now hidden when uploading or editing a document.

Enhancement: Calendar

Tebra has modernized the calendar to include more calendar space, customizable time increments, improved scheduling and breaks, faster toggling between the calendar and dashboard, ability to filter multiple providers, and displays the practice and browser time zones to support multiple time zones.

Additionally, there are new settings for visible hours and days to help make managing your schedule more efficient.

Feature will be deployed to customers in phases and completed by the end of November 2024.

New Calendar Key Updates Settings: Configure visible hours (7AM - 7PM), days (Monday-Sunday), and calendar increments (15 minutes or custom). Time zone: The calendar displays the browsers time zone and the default practice time zone when they are different to help manage appointments across multiple time zones. Week View Filters: Filter the weekly schedule by Providers, Staff, Rooms, Equipment, and/or Service Locations. Manage Appointment: Click the appointment to view the Appointment Card or right click the appointment to Edit or Delete the appointment. Manage Provider Calendar: Right click on an empty area on the provider's calendar to edit the provider's Schedule or Time Off.

Configure Schedule The Schedule page can be accessed from multiple areas of the web platform: the Calendar Settings under Practice Settings, Calendar Settings on the Calendar, or right click on an empty area of the calendar to go directly to the edit provider's schedule page. Hover over the User icon and click on Practice Settings. The Practice Settings page opens. Click Calendar Settings. The Calendar Settings page opens. Click Schedules. The Schedules page opens. Click on the Provider or Staff member name. The Provider or Staff Schedule page opens. Time Slots: Use time slots to set up and organize the provider schedules. The blocks of time set up here will show up color-coded on the Calendar. You can give each time slot a name (e.g., New Patient Visits, Do Not Schedule) and color. You can also configure recurring time slots, service location (if applicable), or block appointments from being scheduled. Breaks: Set breaks to automatically appear in the calendar and block appointments from being scheduled.

Platform General Improvements

• For text messages sent to patients by the practice after September 13, 2024, staff members can now view the original text message sent in the Message Center conversation thread.

Platform Resolved Issues

• Fixed an issue where users received an error message when attempting to log in
• Fixed an issue where appointments from the previous day were erroneously displayed on the dashboard for current day