The changes mentioned below are tentatively scheduled to go live on September 23rd, subject to successful completion of testing and confirmation that there are no issues impacting the production release.
1. Audio/Video Call – Low Network Connectivity Alert
HealthArc has enhanced the Audio/Video calling experience to help users identify network-related issues that may affect call quality.
What’s New?
Network Quality Detection: The system monitors network conditions, including potential jitter, during an active Audio/Video call.
In-Call Alert: When poor network connectivity is detected, a visible notification will appear directly on the call screen.
Call Quality Warning: The notification will inform the user that call quality may be affected due to network connectivity.
Non-Disruptive Notification: The alert will not interrupt or disconnect the ongoing call.
Consistent Experience: The notification follows the same approach as the existing low-connectivity alert available elsewhere in the HealthArc portal.
How It Works
Start an Audio/Video call as usual.
HealthArc continuously monitors network conditions during the call.
If poor connectivity or jitter is detected, a warning appears on the call screen.
The user can continue the call while being aware that network conditions may be affecting call quality.
Benefits
Provides real-time visibility when network conditions may affect call quality.
Helps users distinguish potential network-related issues from application issues.
Allows users to take corrective action, such as checking their internet connection.
Improves transparency around Audio/Video call quality.
Keeps the ongoing call uninterrupted while providing the necessary warning.
2. Care Plan 2.0: Enhanced Lifecycle, Versioning & Approval Workflow
HealthArc has enhanced Care Plan 2.0 with a more structured lifecycle for Initial and Monthly Care Plans, improved version tracking, approval workflows, and review history. These updates provide greater flexibility for care teams while maintaining historical records and auditability.
What’s New?
1. Clear Initial & Monthly Care Plans
Care Plans are now clearly categorized as Initial Care Plans or Monthly Care Plans.
Only one Active Initial Care Plan and one Active Monthly Care Plan can exist for each patient-program combination.
Care Plans created using Pull from Previous Care Plan are automatically classified as Monthly Care Plans.
Monthly Care Plans are automatically named “Monthly Update – Month Year.”
2. Clear Care Plan Status
Care Plans can now be marked as either:
Active – The Care Plan is currently being used and can be updated as needed.
Completed – The Care Plan has been finalized and is no longer active.
Workflow
For a patient, once an Initial or Monthly Care Plan has been created, users can keep the Care Plan Active while making necessary updates throughout the month.
The Care Plan remains Active and editable throughout the month as changes are needed.
Once the Care Plan is finalized and no further changes are required, users can mark it as Completed.
A Completed Care Plan is considered finalized and can no longer be edited.
Example:
Create Care Plan → Keep it Active → Make updates throughout the month → Mark Completed once finalized.
3. Simplified Care Plan Creation
Creating an Initial Care Plan for a New Patient: When creating an Initial Care Plan for a new patient, you will see the available creation options:
Create Using Template
Create from Scratch
Pull from Previous Care Plan – This option will be greyed out because the patient does not have a previous Care Plan.
When creating an Initial Care Plan using Create from Scratch or Create Using Template, users must enter a unique Care Plan Name.
Creating a Monthly Care Plan When an Initial Care Plan Already Exists: Once an Active Initial Care Plan exists for a patient, the following options will no longer be available for creating a Monthly Care Plan:
Create from Scratch
Create Using Template
To create a Monthly Care Plan, users must select Pull from Previous Care Plan. This allows the new Monthly Care Plan to be created based on the existing Care Plan.
Creating a New Care Plan When Existing Care Plans Are Active:
When a patient already has one Active Initial Care Plan and one Active Monthly Care Plan, the options to create another Care Plan will be blocked.
Users must first complete the existing Active Care Plans before creating new ones.
Once an existing Care Plan is marked Completed, the relevant options to create a new Care Plan will become available.
This workflow ensures that there is only one active Care Plan at a time for each Care Plan type during the month.
The intention is to have the current month’s Care Plan finalized by the end of the month, so the system is ready for creating the new Monthly Care Plan for the following month.
3. Care Plan Locking
The previous Lock functionality has been removed.
A Care Plan will only become locked when it is intentionally marked as “Completed.”
Care Plans with Approved or Published status will remain editable.
Users can continue to make updates to an Approved or Published Care Plan until it is finalized and marked Completed.
Once marked Completed, the Care Plan is locked and can no longer be edited.
4. Care Plan Completion
Once a Care Plan is marked Completed:
It becomes permanently locked.
It can no longer be edited.
It cannot be moved back to Active.
5. Major & Minor Versioning
Care Plan versions now provide clearer visibility into changes:
Major Version
Created when a new Monthly Care Plan is generated using Pull from Previous Care Plan.
Example: 1.0 → 2.0 → 3.0
Minor Version
Created when an Approved/Published Care Plan is edited.
The previous approved version remains available in Review History.
Example: 1.0 → 1.1 → 1.2
6. Review History
A new Review History option allows users to view previous Care Plan versions.
Historical versions include:
Version Number
Approval Date
Published Date
Modified By
Modified On
Approval Status
Reviewer
Care Plan snapshot
Historical versions are read-only and cannot be edited.
7. Pull from Previous Care Plan
The Pull from Previous Care Plan workflow has been expanded.
Users can now select from Care Plans regardless of their status, including:
Draft
Published
Approved
Completed
This provides greater flexibility when creating a new Monthly Care Plan.
Example Workflow
1. Create the Initial Care Plan
Create the Initial Care Plan for the patient.
Once approved/published, it becomes the Active Initial Care Plan.
This Initial Care Plan remains available as the patient’s initial plan.
2. Create a Monthly Care Plan
When it is time for a monthly update, select Pull from Previous Care Plan.
The system creates a new Monthly Care Plan automatically.
It is named “Monthly Update – Month Year.”
This creates a new Major Version.
Example: 1.0 → 2.0
3. Edit an Approved Monthly Care Plan
If an approved/published Monthly Care Plan needs to be changed, edit the Care Plan.
The existing approved version is preserved in Review History.
The working Care Plan moves back to Draft.
Any further changes are tracked as a Minor Version.
Example: 2.0 → 2.1
4. Review Previous Versions
Select Review History to view previously approved versions.
Historical versions are read-only and cannot be edited.
5. Complete the Care Plan
Once the Care Plan is marked Completed, it is permanently locked and cannot be edited or reactivated.
Simple Versioning Example
Initial Care Plan: 1.0
↓
Monthly Care Plan created from previous: 2.0
↓
Monthly Care Plan edited after approval: 2.1
↓
Another edit: 2.2
↓
Next Monthly Care Plan created: 3.0
3. Bulk Medication Upload – Care Plan 2.0
What’s New?
Care Plan 2.0 now makes it easier to add multiple medications for an individual patient. Instead of entering each medication manually, users can download a predefined medication template, enter the medication details, and upload them all at once.
How It Works
While creating a Care Plan:
Navigate to the Medications section.
Click Bulk Upload Medications.
Download the Bulk Upload Medication Template.
Enter the required medication details in the template.
Upload the completed template back through the Medications section.
The medications will be automatically added to the Care Plan, eliminating the need to enter each medication individually.
Upload Notifications
Once the upload is processed, an email notification will be triggered to let you know if any medications were not successfully uploaded.
The email will include:
Which medication(s) were not uploaded.
The reason for the unsuccessful upload, so you can review and make the necessary corrections.
📌 Coming in a Future Phase
The current enhancement supports bulk medication upload for one patient at a time.
The ability to bulk upload medications for multiple patients simultaneously is being considered for Phase 2 of Care Plan 2.0.
Benefits
Saves time when adding multiple medications.
Reduces repetitive manual data entry.
Makes medication entry more efficient during Care Plan creation.
Provides visibility into any medications that could not be uploaded and why.
4. Care Plan Tag Management
What’s New?
Care Plan 2.0 introduces Tag Management, allowing practices to categorize and organize Care Plan Templates and Patients using customizable tags.
Tags can be used to make it easier to identify, organize, and filter Care Plans and patient populations.
Tag Management
Admins can:
Create and edit tags.
Retire tags that are no longer needed.
Retired tags will no longer be available for new assignments but will remain visible in historical records.
Applying Tags to Care Plan Templates
When creating or managing a Care Plan Template, users can:
Select multiple tags from the Tags field.
Use tags to categorize templates for easier identification and reuse.
Example: Templates can be tagged as Adult, Pediatrics, or other practice-defined categories.
Filtering & Reporting
Tags can also be used to help organize and analyze information across the platform.
Users can:
Filter the Care Plan Template Library by tags.
Filter Patient Lists by tags.
Use tags within applicable Reports to analyze patient counts, Care Plan usage, and outcomes by category.
Benefits
Better Organization: Easily categorize Care Plan Templates and patients.
Faster Search: Quickly find relevant templates and patient groups using tags.
Improved Segmentation: Group patients and Care Plans based on practice-defined categories.
Enhanced Reporting: Analyze Care Plan activity and patient outcomes across different tagged groups.
Where to Find It
How to Create Custom Tags
Navigate to Patients → Manage Tags.
Click the “+” icon to create a new tag.
Enter a Category.
Add one or more Sub Categories under the category.
Click Create to save the tags.
For example, you can create the category “CarePlan 2.0” and add multiple subcategories such as Urgent Patients, Non Urgent Patients, and Miscellaneous.
How to Assign Tags to Care Plan Templates
Navigate to Settings → Template Library → Care Plan Templates.
Create a new template or edit an existing Care Plan Template.
You will see the Tag Category and Tag Subcategory fields.
Select the appropriate tags from the dropdowns. The categories and subcategories created under Manage Tags will be available for selection.
Save the Care Plan Template with the selected tags.
Tag-related filters will also be available in the applicable Patient Lists, Care Plan Library, and Reports.
5. Configurable Frequency Settings for RTM Patient Vital Communication Reminders
What’s New?
Practices can now configure how frequently RTM-related reminders are sent to patients, providing greater flexibility based on their monitoring and patient engagement workflows.
Instead of following a predefined reminder schedule, authorized users can configure the frequency of RTM vital communication reminders at the pratient level.
Reminder Frequency Options
Users can configure reminders based on the following options:
Daily
Weekly – with the ability to select specific days of the week
The selected frequency will determine when RTM reminders are sent to patients for activities such as submitting readings, completing monitoring activities, or engaging with RTM-related communications.
Practice-Level Configuration
Frequency settings can be configured at the Patient level.
The settings are available through the Patient RTM Setup
Different practices can configure different reminder frequencies based on their operational requirements for each patient
Changes to the configuration will apply to future communications and will not impact historical records.
Benefits
More Flexibility: Configure reminder schedules based on each practice's workflow.
Better Patient Engagement: Send reminders at an appropriate frequency to encourage monitoring adherence.
Reduced Communication Fatigue: Avoid sending reminders more frequently than needed.
Less Manual Work: Automate patient reminders based on the configured schedule.
Where to Find It
Navigate to Add / Edit Patient > RTM Setup settings to configure the communication frequency for patient vital reminders.
Note: The available configuration options may vary depending on the RTM setup level and permissions assigned to the user.
The changes mentioned below are tentatively scheduled to go live on September 24th / 25th, subject to successful completion of testing and confirmation that there are no issues impacting the production release.
6. Updated Patient & Care Plan PDF Format
What’s New?
HealthArc has updated the format of the applicable Patient, Care Plan, and Overall PDFs to provide a more standardized and consistent documentation experience.
The updated PDF format will be available regardless of whether CCM 2.0 is enabled or disabled. The PDF format will no longer depend on the CCM 2.0 feature configuration.
Updated PDFs
The new approved format will be applied to:
Patient PDFs
Care Plan PDFs
Overall PDFs
The updated PDFs will maintain the existing patient and clinical information while presenting it in the new standardized format.
CCM 2.0 Dependency
The updated PDF format will be consistent across practices:
Whether CCM 2.0 is enabled or disabled.
The PDF format will no longer change based on the CCM 2.0 feature flag.
Existing patient and clinical information will continue to be accurately reflected in the generated PDFs.
Benefits
Consistent Documentation: Standardized PDF format across applicable documents.
Improved Readability: Updated layout for a clearer documentation experience.
Consistent Across Practices: The same approved PDF format regardless of CCM 2.0 configuration.
No Feature Flag Dependency: PDF formatting is no longer dependent on CCM 2.0 being enabled.
Where to Find It
The updated format will be reflected in the applicable Patient, Care Plan, and Overall PDFs generated from HealthArc.
7. RTM Patient Compliance Report
What’s New?
HealthArc is introducing a dedicated RTM Patient Compliance Report, similar to the existing RPM Patient Compliance Report.
The report provides practices with a centralized view of RTM patient activity and compliance, helping care teams identify patients with insufficient engagement or readings and determine where additional follow-up may be needed.
What the Report Provides
Patient-Level Compliance: View RTM compliance information for individual patients.
Reporting Period: Select the required reporting period to review patient activity.
RTM Activity & Readings: View relevant patient activity and reading information based on applicable RTM compliance criteria.
Identify Patients Requiring Follow-Up: Easily identify patients with insufficient activity or readings who may require additional outreach.
Compliance Visibility: Monitor RTM patient engagement during the selected reporting period.
Reporting Experience
The RTM Patient Compliance Report follows the existing RPM Patient Compliance Report experience where applicable, while using the appropriate RTM-specific compliance rules and criteria.
Benefits
Improved Visibility: Easily monitor RTM patient compliance from one report.
Proactive Outreach: Identify patients who may need additional engagement or follow-up.
Better Monitoring: Track patient activity and readings during the reporting period.
Consistent Reporting: Provides an RTM reporting experience similar to the existing RPM compliance report.
Where to Find It
Navigate to Reports → RTM Patient Compliance Report to select the reporting period and review RTM patient compliance.
If you have any questions regarding any of the updates or changes mentioned above, please reach out to our Support Team at [email protected] or speak directly with your Account Manager.