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July 2009 Release Notes |
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Abstract
The July 6, 2009 update (Patch043) is a complete release of CHARTS software.
Table of Contents
Highlights of the July 2009 CHARTS Release
This is a complete CHARTS software release containing all prior updates, and various other enhancements. All facilities using CHARTS should load this release.
Census Control & Resident Information
Applied Income (NAMI) to Allow for Additional History
The Admission program [CC, 1] and the Change Resident File program [CC, 5, 1] have been modified to allow for an additional line of Applied Income history. In additional to the current applied income line, two lines of historic information are now available.
Bed Utilization - Unoccupied Beds
The Bed Utilization program [RI, 13] has been modified to allow for the printing of unoccupied bed information. The program will print all the beds in the facility and show the days the beds were not in use.
M2 CMI Report
The CMI Report [GM, 3, 5, 2, 11] has been modified to print the Body Mass Index (BMI). The program will also filter based on Dementia or BMI.
HMO Billing Revised
A new methodology has been developed to accommodate complex HMO billing situations. A new program, HMO Billing Information [CC, 14, 13], allows a user to specify up to four billing types. Deductibles information can be entered, and rates can be specified as being Rug based. The Patient Activity Log [CC, 10] will display the billing types entered via the HMO Billing information program when displaying status changes. The Post Room and Board program [AR, 2, 1] has been modified to make use of the data entered in the HMO Billing Information. For detailed information please see Notes Regarding HMO Plans.
Transfer Balances at Point of Cash Receipt
The Room and Board Cash Receipt program [AR, 4, 2] now has the ability to transfer balances not paid, to a different billing type. For example, if you billed an HMO for $4,000 and only $3,500 was paid, an automatic adjustment can be created by the cash receipt program to adjust the HMO bill downward by $500, and transfer the $500 to Private. For detailed information see Transfer Notes.
List Deposits
When printing a deposit listing via the List Deposit program [AR, 4, 4, 2] the listing now separate private deposits from VA and HMO deposits.
Resident Funds Worksheet
A new patient funds worksheet can be used for distributing patient funds. The worksheet lists the resident name with the funds available and provides space for a distribution code, a distribution amount and an authorizing signature. The worksheet is available thru the List Resident Funds program [PF, 2] by selecting 'W' in the the 'Include on Report' field.
Payroll Report Generator
A new Payroll Report Generator [PR, 9, 8] is included with this release that combines the features of the Payroll Master Report Generator and the Employee History Report Generator. This allows the user to accomplish in one report what previously required two reports. The original Payroll Master and Employee History Report Generators are still available and are being supported.
Local Union 1199 Benefits
The Union Report Local 1199 [PR, 4, 3] has been modified to allow each union fund to begin after a specified number of months as determined by the facility entries in the the Payroll Miscellaneous Table [CTF, 10, 16].
1199 Magnetic Member Dues Reporting
A new feature allows Local 1199 Membership Dues to be submitted electronically to the union. To submit electronically run 1199 Magnetic Member Dues [PR, 4, 14, 9].
MCTMT - Metropolitan Commuter Transportation Mobilty Tax
On May 7, 2009 New York State Governor Patterson signed the MCTMT into law as part of the deal to fund the regions Metropolitan Transit Authority. The new law imposes a 0.34% tax on the payroll expense paid to covered employees. The Gross Net Detail [PR, 5, 2 and PR, 6, 1] report has been modified to print the gross wages subject to MCTMT, and the MCTMT due. The Listcks Checks [PR, 10, 1] program also displays the amount due for MCTMT at the bottom of the report.
Vendor Master web address and email
An email address and web address have been added to the Add Vendor Information screen [AP, 4,1] and to the Change Vendor Information screen [AP, 4, 2].
Wire Transfers
The Accounts Payable Disbursement program [AP, 2] now allows for bank wire transfer disbursement. When selecting an invoice for payment in the disbursement program mark the item with a 'W' instead of the usual 'Y'. This will indicate that the item is a wire transfer and does not need to be cleared as in the case of a regular check. The Accounts Payable Check Register [AP, 3, 6] will display information noting that payment was made via wire transfer.
Financial Reporting
The Process Financial Report program [GL, 5, 3, 5] has been modified to initialize the screen to the previous financial report and report dates when in the same session.
List Financial Report File
The List Financial Report program [GL, 5, 3, 4] has been updated to allow for the listing of all financial reports available instead of the previous one report at a time methodology to view reports.
Restricted / Unrestricted Programs
The number of programs that can be restricted has been increased from 6 to 24. We also allow 24 unrestricted programs. This option can be used, for example, to restrict a user from a module (e.g., Census Control), and yet allow the user to access a specific program within that module (e.g., Patient Activity Log), by allowing access to M11A in the "unrestricted" program area. Change Table File, System, User IDs [CTF, 18, 4] is used to maintain the list of restricted and unrestricted programs.
End of notes