These updates will be applied automatically during non-business hours. The system will be unavailable during the maintenance window shown above. No additional action is required for you to apply these updates.

Adult Analytics Dashboard

We have addressed needs for improvement on the Adult Analytics Dashboard by adding the number of patients for BHI, Depression, Anxiety, and Alcohol Use average scores at intake, update #3 and update #6.

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BHI

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Depression

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Anxiety

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Alcohol Use

Data Sharing Between Organizations (DSBO)/Public APIs

To support the ability of different Tridiuum organizations to share availability, referrals survey results, or book appointments with each other, we have worked on the ability to improve our public API offerings to make implementations/integrations faster with universal access to consumers.

Public APIs

• Updated log to include both successful and unsuccessful imports of BHI results.

• Fixed issue related to creator ID/updater ID API fields.

• Clinical Home by Appointment now shows assessment results for a patient with whom a provider has an appointment, regardless of the provider with whom the assessment is associated.

Google Calendar Integration

Tridiuum will soon offer calendar syncing to providers that manage their day-to-day work schedule using Google Calendar. Availability added by the provider to their Google Calendar will get synced to their Tridiuum ONE calendar. Appointments booked in Tridiuum ONE will get synced to a provider’s Google Calendar.

• Implemented function to check for calendar events beyond the initial 90 days out so platforms always remain in sync.

• Added guide and Knowledge Base article to introduce users with access to Google Calendar integration to the feature and educate them on how to sync to their Tridiuum ONE calendar.

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Google Calendar guide introduction

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Patient Preferred Name

We have added a field to collect a patient's preferred name on the patient profile. The preferred name will show in the header of the patient profile as well as in the patient list. Users can search by the preferred name in the patient list as well.

This is especially important for patients who may be transitioning. Their legal EMR name is one name, but the name they identify with is another. Patients can see this as a setback if they are referred to by their legal name when referred by an external provider.

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Preferred Name in Patient Profile

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Preferred Name in Patient List in parenthesis
(this can also be searched)

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Preferred Name in Patient Profile in parenthesis

Patient Profile

On a Patient Profile, the “Alternate phone 2” field is the field where the phone number collected in the Tridiuum ONE Connect screener is stored. The phone number that is collected in a screener is prefaced as the phone number the provider should use to contact the patient. The field where this phone is saved being called “Alternate Phone 2” does not communicate to the providers that that is the phone number they should call the patient on.

The field called “alternate phone 2” on the patient profile has been updated to be labeled “Preferred Contact Number.”

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Provider Notifications

In order to make the Notifications Dashboard more effective, we have added functionality to be a central area for providers to view and manage their notifications:

• Notifications List: View/manage the Notifications list by:

  • Going to the Notification Link Destination (e.g. Patient Profile, Therapy Group)

  • Expanding/Collapsing Large Notifications

  • Mark Notification as Read/Unread

  • Mark Notification as Archived/Unarchived

  • Add/Edit/View Reminders

  • Select multiple notifications and set as Read/Unread or Archived/Unarchived

• Appointments Highlight Box: View upcoming appointments for the next 7 days and go to the Notification Link Destination (e.g. Patient Profile, Therapy Group)

• Reminders Highlight Box: View/manage reminders that have not been marked as completed or deleted. If there are no reminders, this highlight box will not be shown. Reminders can be created for a notification to display in the Reminders Highlight box; if a date and time is added, users will receive an onscreen reminder at that date/time.

• Filters: Filter the Notification list by Read/Unread, Archived/Unarchived, and/or Notification Type

• Set Individual Email Preferences: Users that currently get notifications based on their role will now have a new permission enabled where the Notifications Tab will be displayed via My Settings in the gear drop-down. This new tab allows users to set their email preferences for specific notifications.

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Notifications Dashboard to View/Manage Notifications, View Upcoming Appointments, and Add View Reminders

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Set Individual Email Preferences

Notifications List

We have added additional functionality around Notifications to better manage the list:

• Select multiple notifications and set as Read/Unread or Archived/Unarchived

• View notification shows up to 2 lines of message.

  • When a message is clicked, it still brings you to the destination link, when appropriate (e.g. Patient Profile, Therapy Group)

• When you hover over a notification, we display an inline action panel to Expand/Collapse, Mark as Read/Unread, Archive/Unarchive, and Add/Edit/View Reminder

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Expand/Collapse Message

 

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The Expand Message icon and tooltip is shown if there are more than 2 lines

 

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When you click Expand Message, the message is expanded and we display the Collapse Message icon and tooltip to collapse

 

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The Collapse Message icon is not displayed if entire message can be viewed

 

Read/Unread Message

 

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The Mark as Read icon and tooltip is shown if the message is unread

 

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When you click Mark as Read, the message is greyed out and we display the Mark as Unread icon and tooltip

 

Archived/Unarchived Message

 

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Click the Mark as Archived icon to no longer display the message in the list

 

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Click the Mark as Unarchived icon to display the message in the list
(in order to view archived messages, select All in the Archived Status Filter)

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Filter by Archived Status
(Unarchived is selected by default)

Add Reminder

 

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Click Add Reminder to add a reminder in the Reminders Highlight box

 

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Creating a reminder will display in the Reminders Highlight Box
(Adding a date and time is not required)

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Creating a reminder will display in the Reminders Highlight Box
(Adding a date and time will add the date and time and prompt a Notification Reminder)

 

Edit Reminder

 

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Click Edit Reminder when a reminder has been created

 

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Edit the reminder to change/add Date and Time, Delete, or Mark Reminder as complete

 

View Reminder

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Virtual Appointments using Tridiuum video already have reminders and can be viewed

 

Reminder Notification

 

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Reminder when Date and Time have been added

 

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Reminder when reminder has been snoozed (in red)

 

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Snooze Options before 6pm

 

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Snooze Options after 6pm

Selecting Multiple Notifications

There is a checkbox next to each reminder in the Notifications list. Select multiple notifications and set as Read/Unread or Archived/Unarchived

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Select individual messages to archive/unarchive or mark as read/unread

 

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Use the drop-down to select all Read, Unread, or All messages or select None to deselect all selected messages

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Click Mark as Read to mark selected messages as read. If all selected messages have been read, you can Mark as Unread.

 

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Click Mark as Archived to mark selected messages as archived and remove from default list. If all selected messages have been archived, you can Mark as Unarchived.

Appointments Highlight Box

The Appointments Highlight Box shows upcoming appointments. View upcoming appointments for the next 7 days and go to the Notification Link Destination (e.g. Patient Profile, Therapy Group).

 

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Click the date area to change the date
(Default is the next 7 days. Click the same date twice to select one day. Max is 7 days)

 

 

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Hover over the name of the patient or group to go to the link destination

 

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Click Show more to expand your appointments

 

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Click Show less to collapse your appointments

 

Reminders Highlight Box

The Reminders Highlight Box shows reminders that have not been marked as completed or deleted will show up in the Reminders Highlight Box. If there are no reminders, this highlight box will not be shown. Reminders can be created for a notification to display in the Reminders Highlight box; if a date and time is added, users will receive an onscreen reminder at that date/time.

 

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Added Reminder without a date and time

 

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Added Reminder with a date and time

Past due reminders will show in red.

 

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Select Edit to edit the reminder

 

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Select Mark as Complete to mark the reminder as complete and remove from the reminders highlight box

 

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Hover over the reminder (typically a patient or group) to go to the link destination

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Click Show more to expand your reminders

 

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Click Show less to collapse your reminders

 

Filters

Filter the Notification list by Read/Unread, Archived/Unarchived, and/or Notification Type

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Filters impact only impact the Notifications list and does not impact the Appointments or Reminders Highlight boxes. Filters include:

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Date Filter

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Filter by Searching the Notification’s Text

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Filter by Read Status
(All is selected by default)

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Filter by Archived Status
(Unarchived is selected by default)

 

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Filter by Notification Type
(All is selected by default)

Set Individual Email Preferences

Users that currently get notifications based on their role will now have a new permission enabled where the Notifications Tab will be displayed via My Settings in the gear drop-down. This new tab allows users to set their email preferences for specific notifications.

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Notification Settings on Manage Roles
(this is only able to be set if there is at least one notification as ON in Manage Roles, Notifications tab)

 

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Notification Settings in Manage Roles CSV Export

 

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My Settings in Gear Drop-Down

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Notifications Tab on My Settings when permission is ON

 

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You must have a confirmed and active email address in the Communications Tab

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Confirmed and active email address in the Communications Tab

 

General Improvements/Updates

We continue to make updates that improve overall application performance and usability.

Clinician Mode/Proctor to Patient

• Screener now shows reason for visit and allows editing.

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• Permissioned users are now able to edit a completed survey in Clinician Mode via the View/Edit button given the following permissions.

  • via Manage Survey Definitions

    • Clinician mode enabled=ON

    • Allow edit of completed survey in clinician mode=ON

  • via Manage Role

    • Enable Clinician Mode=Not Permitted

  • Users will not be able to Edit a completed survey, via “VIEW/EDIT”. It will just say “VIEW” if “Enable Clinician Mode”=Not Permitted.

• Resolved issue with the Submit button not being active while editing a screener

Tridiuum ONE Connect/Call Center

We continue to improve our Tridiuum ONE Connect/Call Center for more seamless integration between all steps in the screening/referring process.

• On the Call Center booking page, if a patient’s address is not formatted in a way that MapQuest can accept, causing the address to populate as incomplete, we now leave the Patient Location field blank. If the address is recognized, it populates as previously experienced.

• Previously, if there were no availability slots for the week based on the entered start date, the booking page would display the “no availability” message. We have updated the booking page to show the next available slot from the entered start date (up to 90 days).

Additional Improvements

• Data Management: Cleaned up database to purge superfluous data points.

• Internal: Enabled a setting so Tridiuum admins can toggle initiatives on/off for an organization.