1. Note & Task Audit Tracking Enhancements
To improve documentation transparency and provide greater visibility into note updates, we will introduce Modified By and Timestamp tracking for patient notes and tasks. These enhancements help care teams easily identify who last updated a note or task and when the modification was made, supporting improved accountability and audit readiness.
What's New
By hovering over the Edit note icon, the portal displays the name of the user who most recently modified the note. Timestamp also displays the date and time when the note or task was last updated.
Where You'll Find It
Location : Patient Chart -> Notes/Tasks
Description: Whenever an existing note is edited and saved, the system automatically updates and displays the Modified By and Edit Timestamp information.
Workflow
Open a patient's chart and navigate to Notes/Tasks.
Select an existing note/task and click Edit.
Update the note/task as needed.
Save the note/task.
The system automatically records the user who made the change and the date/time of the update.
Value This Adds
Improved Accountability – Clearly identifies who last modified a note/task.
Enhanced Transparency – Provides visibility into note/task modification history.
Better Audit Readiness – Maintains a reliable record of documentation changes.
Improved Team Collaboration – Helps care teams stay informed about recent updates.
2. Insurance Management Enhancements
To streamline insurance selection and improve the overall user experience, we are introducing enhancements to the insurance management workflow. These updates make it easier for users to locate and select insurance plans efficiently, reducing manual effort and improving productivity.
What's New
The following enhancements are now available:
Insurance plans are now displayed in alphabetical order when editing insurance details, making plan selection faster and more intuitive.
The Insurance Search functionality has been improved to help users quickly locate and select the appropriate insurance plan without excessive scrolling.
Where You'll Find It
Location: Patient Profile > Insurance > Edit
Description: Insurance plans are displayed alphabetically, and the enhanced search functionality enables users to quickly find and select the desired insurance plan.
Workflow
Open a patient's profile and navigate to the Insurance section.
Or go to Edit Patient option,
Browse the alphabetically sorted list or use the enhanced search field.
Select the appropriate insurance plan.
Save your changes.
Value This Adds
Faster Plan Selection – Insurance plans are easier to locate and select.
Enhanced Search Experience – Quickly find insurance plans with minimal effort.
Reduced Navigation Time – Eliminates excessive scrolling through long plan lists.
Improved User Efficiency – Streamlines insurance management workflows.
3. Care Plan Enhancements
To improve clinical documentation, medication management, and care plan review capabilities, HealthArc has introduced several enhancements within the Care Plan module. These updates provide greater flexibility when documenting medications, improve allergy management through structured categorization, and make it easier for care teams to review changes across care plans over time.
What's New
The following enhancements are now available within Care Plans:
Care Plan Comparison - Users can now compare the current care plan displayed on screen with a previously completed care plan, making it easier to identify changes and track patient progress over time.
Medication Quantity and PRN Support – Added Quantity and As Needed (PRN) fields within the Medications section to support more detailed medication documentation.
Enhanced Allergy Categorization – Allergy records now support category and Sub-category based selections. Available allergy categories include Medication, Food, Environment, and Biologic. Allergy options are dynamically displayed based on the selected category and sub-category.
Where You'll Find It
Location: Patient Chart > Care Plan
Description: Access the Care Plan Comparison feature to compare the current care plan with a previous care plan.
Location: Patient Chart > Care Plan > Medications
Description: View and update the new Quantity and As Needed (PRN) fields when documenting medications.
Location: Patient Chart > Care Plan > Allergies
Description: Select allergy records using category and sub-category driven options for more structured and accurate allergy documentation.
Workflow
Open a patient's Care Plan.
Navigate to the relevant section such as Medications, or Allergies.
Enter medication details using the new Quantity and PRN fields, as applicable.
Select the appropriate allergy Category and Sub-Category when documenting allergies.
Use the Compare Care Plan option to review differences between the current care plan and a previously completed care plan.
Save the care plan.
Value This Adds
Better Care Plan Visibility – Easily compare current and historical care plans to identify patient changes over time.
Enhanced Medication Documentation – Quantity and PRN details provide more comprehensive medication records.
Improved Allergy Accuracy – Category and sub-category based allergy selection supports more precise documentation.
Greater Clinical Efficiency – Structured workflows help clinicians document and review patient information more effectively.
4. Configurable Weight Alert Settings
To provide greater flexibility in Remote Patient Monitoring (RPM) programs, we are introducing configurable weight alert settings at both the Practice and Patient levels. This enhancement allows organizations to independently manage weight alert preferences based on their operational and clinical requirements.
What's New
The following weight alert settings can now be configured independently:
Normal Weight Change Alert- Enable or disable alerts related to weight change thresholds.
Delta Weight Change Alert- Enable or disable alerts related to sudden or significant weight changes.
Configuration:
Practice-Level Configuration - Configure alert settings across the
organization through RPM Setup.
Patient-Level Configuration - Override or manage alert settings for individual patients as needed.
Where You'll Find It
Location: Settings> RPM Settings- Configure weight alert settings at the practice level.
Add/Edit Patient- Configure weight alert settings for individual patients.
Workflow
Navigate to RPM Settings or Add/Edit Patient.
Locate the Weight Alert Settings section.
Enable or disable Normal Weight Change alerts as needed.
Enable or disable Delta Weight Change alerts as needed.
Save the configuration.
Value This Adds
Greater Flexibility – Customize alert behavior based on practice and patient requirements.
Reduced Alert Fatigue – Disable non-essential alerts where appropriate.
Improved RPM Management – Tailor monitoring workflows to organizational needs.
Enhanced Patient Care – Focus attention on the alert category that matters most.
5. Configurable Appointment Reminder Settings
To help improve patient engagement and reduce missed appointments, HealthArc has introduced configurable appointment reminder settings. This enhancement allows practices to determine when appointment reminders should be sent, ensuring patients receive timely notifications based on the organization's preferred communication strategy.
What's New
The following appointment reminder options can now be enabled individually:
Reminder Option Description 24 Hours Before Appointment: Sends a reminder to the patient 24 hours before the scheduled appointment.
Same Day Morning Reminder: Sends a reminder at 8:00 AM based on the practice's configured time zone on the day of the appointment.
1 Hour Before Appointment: Sends a reminder one hour prior to the scheduled appointment time.
Where You'll Find It
Location: Settings > Functional Settings
Description: Administrators can enable or disable appointment reminder options based on practice requirements.
Workflow
Navigate to Settings > Functional Settings.
Locate the Appointment Reminder Settings section.
Select one or more reminder options:
24 Hours Before Appointment
Same Day Morning (8:00 AM Practice Time Zone)
1 Hour Before Appointment
Save the configuration.
Patients will receive appointment reminders according to the selected settings.
Value This Adds
Reduced No-Shows – Timely reminders help patients remember upcoming appointments.
Greater Flexibility – Practices can configure reminders based on their preferred outreach strategy.
Improved Patient Engagement – Multiple reminder touchpoints keep patients informed and prepared.
Enhanced Operational Efficiency – Helps optimize appointment attendance and scheduling workflows.
6. Enhanced Appointment Details in Calendar View
To provide schedulers and care teams with more visibility into appointment information, HealthArc has enhanced the Calendar View within the Appointments module. This enhancement enables users to view key appointment details directly from the calendar, reducing the need to open individual appointment records and improving scheduling efficiency.
What's New
The Calendar View now displays additional appointment details.
Patient Name: Displays the patient's name associated with the appointment.
Patient Confirmation: Displays the patient's appointment confirmation status.
Patient MRN: Displays the patient's Medical Record Number (MRN).
Provider Name: Displays the assigned provider for the appointment.
Type of Call: Displays the appointment or communication type.
Status of the Call: Displays the current status of the appointment or call.
Where You'll Find It
Location: Appointments > Calendar View
Description: Users can view expanded appointment information directly from the calendar, including patient, provider, confirmation, call type, and status details.
Workflow
Navigate to Appointments.
Select the Calendar View.
Locate an appointment on the calendar.
View the expanded appointment details displayed within the calendar entry.
Use the additional information to quickly review appointment status and patient details without opening the appointment record.
Value This Adds
Improved Appointment Visibility – Key appointment information is available directly within the calendar view.
Reduced Clicks – Users can access important appointment details without opening individual records.
Enhanced Scheduling Efficiency – Enables faster review and management of daily schedules.
Better Workflow Management – Helps staff quickly identify appointment statuses, confirmations, and assigned providers.
Thank you.