Release Note
Letters, Reports, Plans and Case Notes Follow the Episode of Care
Release date:
Documents now respect the episode they belong to, so a report about one period of care no longer pulls in appointments and assessments from another.
Letters and Reports
• Appointment count, first and most recent appointment, sessions cancelled and sessions not attended only count appointments in the document's episode.
• Didn't attend now includes late cancellations and no-shows recorded in Process Appointment. When the practitioner cancels at short notice, it counts as cancelled, not didn't attend.
• Psychometrics, including the first and most recent assessment, only come from the episode.
• Health client data fields show the value recorded during the episode. Profile fields show the latest value.
• The referrer is the referrer on the referral linked to the episode. With no episode, it's the client's latest referral.
Case Notes and Action Plans
• Psychometric links, assessment headings and the Assessment summary only list psychometrics from the note's episode.
• Action plan psychometrics follow the plan's episode.
What You'll Notice
• Psychometric lists open on the document's episode, with a bar saying which episode you're looking at. Click Show all episodes to see every psychometric, with those from other episodes tagged Outside this episode.
• You can still add a psychometric from another episode.
• When you change a document's episode, the lists switch to the new episode.
Who Gets This
Every practice with episodes of care switched on. There's no setting to turn on. Practices without episodes see no change.
