DASH®️ 20.3.1 Release Notes
Last Updated: 10/30/20
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Table of Contents
Table of Contents 2
Introduction 3
NEW FEATURES: DASH Central 3
Appointment Details 3
Family Scheduling/Simultaneous Scheduling 3-4
Searchable Drop Down: Facility, Chief Complaint, Resource 5-6
Accessing E-mailed Reports through DASH Login 6-7
Most Visited Patient Flag 8
Provider Resources Configuration: Search by Provider 8
Option to configure “Email Us” 8
System Administrator Audit Reporting New Location 8-9
Patient Search UI Option 9-10
Option to View Telehealth Appointments 10-11
Patient Record Auto-Population from Direct Extension Dialing 11
OrthoLive Integration: OrthoLive Clients Only 11
NEW FEATURES: DASH Self 11
Patient View of Telehealth Appointment Availability 11-12
Coordinated Care 12
NEW FEATURES: DASH Connect 13
Patient Satisfaction Survey UI Enhancements 13-15
PROM Survey: Pre-Survey Enablement (athenahealth EHR clients only) 15
NEW FEATURES: DASH In 15
Encounter less Check-In 15
Skip/Bypass Form Option to Complete Check-In 16
APPENDIX 17-22
DASH Central: How to add a new user
DASH Central: How to reset a password
Introduction
This document contains all the new features, enhancements and bug fixes done for Version 20.3.1
NEW FEATURES
The following outlines new features available by DASH solution as part of the 20.3.1 release.
DASH Central:
Appointment Details
Sometimes you want more information without having to ask for it! We now have the ability to track appointment notes, provider preference questions & answers, triage questions & answers, and audit history within the appointment details screen. (Our DASHconnect clients will see DASHconnect appointment communication logs populate here as well.) Under “Booking Source” you can also audit if the urgent appointment icon, or override preferences icon were utilized.
In the appointment details section, users will be able to access the following information from the respective tabs- Notes: Appointment Notes; Q&A: Preference Questions and Answers; Audit History: DASH user actions on a patient record; Communication History (Connect Customers): Patient communication logs by phone/text/e-mail.
Family Scheduling/Simultaneous Scheduling
The scheduler can now book an appointment for multiple family members in one appointment by executing the following steps:
Navigate to the Appointment Scheduling Tab and select “Simultaneous Appointment”
Enter schedule preference details and once completed, select “Add to Patient List” to add the first patient
The patient is added to the list for scheduling. To add additional patients, select “Add more patients,” locate the name of the additional patient(s) through the DASH patient search screen and enter schedule preference details. Once all patients have been added, select “Find simultaneous slots.”
Select respective slots for respective patients and then click on “Confirm Slots” to book the appointments. Click the left and right arrows in line with the date to change the date.
Note: Simultaneous Scheduling does not work in conjunction with Coordinated Care scheduling.
Scheduling Screen UI Updates
There are several UI changes on the scheduling screen meant to improve the end-user experience and scheduler workflow as follows:
Search Service
The CHIEF COMPLAINT box will not be called VISIT REASON
Most Visited Flag for facilities
DASH introduces a most-visited facility flag, which will highlight the top 2 most frequently visited facilities a patient has presented to since the patient initially presented at your practice.
New patient flag
Flag color changed to blueIneligible tag
A separate tag called “Ineligible” will display for providers who do not fit the search preferences. Clicking on the tag will show you the list of preferences that caused this provider to be eliminated.
Template icon removal
The “template” icon next to the provider name has been removed as it is not actively used.
Searchable Drop Down: Chief Complaint, Facility and Resource
In previous DASH versions, a user would need to select chief complaint (now called visit reason), facility and resource from a list of available drop down options in the respective text boxes. In 20.3, these fields are enabled with a dynamic search text box, where the user will begin to type the visit reason, facility and/or resource they are searching for to preview all available options. The following outlines how this dynamic searchable drop down field operates in the 20.3 version:
Search Visit Reason
For example: If the user needs to schedule an appointment with “ankle” as the chief complaint. The user would begin to type ‘ankle’ for the available visit reasons (aka chief complaints) containing “ankle” to appear. From there, the user will then select the applicable visit reason.
Search Facility
In previous DASH versions, all available facilities were statically displayed on the “Select Facility” screen for the user to select. The facility search will now be paginated. Clients can control the maximum number of facilities that will be shown at one time. Clicking on the “More” button will display more facilities. The number of facilities to be displayed at one time is set to a default of “10”. Per practice preference this can be set to a higher or lower number or to all facilities. 10 or less is recommended for improving system performance, since it does not search slots across all facilities by default. The facilities displayed will be those that are geographically closest to the zip code of the patient. In order to preview additional facilities, the user will need to select the “More” button on the lower right hand side. Every time the “More” button is selected, additional facilities will be displayed. The user also has the option to type in the specific facility in the search box.
Search Resource:
In 20.3, similar to the above dynamic search box fields, the user will need to begin to type the specified resource to enable preview and selection.
Provider and Facility searchable dropdown behavior
When you search and select a provider or facility, that entry will get added to the top of the list. The list that you get while searching is a list for all providers, and it does not have any rules applied to it. If the provider that was selected is blocked due to preferences, they will get tagged as “ineligible”.
Tooltip and processing icon
The “Searching” tooltip and processing icon will display while searching for both resource and facility to alert the user the system is working to find results
Accessing Emailed Reports through DASH Login
In previous versions, reports emailed to DASH users were sent by way of an encrypted email attachment (as seen below). The user would then access the report directly through the attachment provided in the email.
In the 20.3 version of DASH software, in order to increase security, DASH will email the respective report recipients with a link to download the report as outlined below.
In order to download and access the report:
Click on the ‘Download’ Icon provided in the email.
The user will be redirected to the DASH login page, where they will be asked to enter their credentials.
After successful login, the report will be downloaded on the user’s device..
Important Note: In order to download and access the report, the recipient must have an active DASH login and password credentials. If your organization has DASH report recipients that do not have an active DASH login OR existing users require a password reset to access; due to Radix updated security protocols, these queries must be completed by your organization’s system administrator. For further instructions on how to add new users and/or reset passwords as a system administrator, please refer to the Appendix.
Provider Resources Configuration: Search by Provider
From the Provider/Resource Configuration Page, the provider search box is now dynamic. In order to view available providers, the user will have to begin typing the provider in the search box to preview and select the desired provider (as outlined below). In previous DASH versions, this page would have a static list of all providers to select from.
Option to Configure: “E-mail Us”
DASH Central is now enabled for the “E-mail Us” to be configured to route to internal email addresses if preferred , instead of routing directly to Radix Support. This gives you insight into and oversight of Support requests before they are addressed by the Radix team. This is an optional feature and will be configured only per practice request.
Audit Reporting: New Location
In 20.3, the Audit Reporting fields have been moved to the “System Admin” tab. In previous DASH versions, audit reporting was accessed from the “Analytics” tab.
Additionally, all other fields in the “Analytics Tab” have been removed, and in order to access, the user will select and be automatically redirected to access these reports in PowerBI.
Patient Search: UI Option
From the DASH Central landing page, users have the option to configure what appears on the patient search section to either include patient search from DASH or both DASH and the practice management system. (please see below). Per practice preference , you have the option to disable the PM search from showing on the user interface.
Option to View Telehealth Appointments
For organizations offering telehealth appointments, telehealth can be added as a service option when scheduling an appointment.
Users can select telehealth as a service, and will be able to view the earliest available telehealth only based on the preferred selections. To view office visits or other services, the user will need to deselect the “Show Telehealth Slots Only” check box. This appointment view can be configured as optional per the practice preference.
Patient Record Auto-Population from Direct Extension Dialing
For practices who provide their patients with direct scheduling phone numbers to the scheduling team, DASH can now update an individual scheduler’s extension and upload the number into DASH. When a patient dials this direct phone number, the patient phone number will automatically pre-populate. This is an optional configuration, and if interested in configuring please contact your Client Success Manager.
OrthoLive Integration: For OrthoLive Clients Only
OrthoLive is a leading orthopedic telemedicine platform. Built by an orthopedic surgeon for orthopedic surgeons, the OrthoLive communication platform provides convenient secure access to care for patients by enabling virtual appointment scheduling. For Radix clients who partner with OrthoLive, in the previous DASH version, schedulers and/or patients would be required to schedule their virtual appointment both in OrthoLive and in DASH.
In 20.3, the patient or scheduler will only have to book the appointment in DASH. DASH will automatically sync the appointment details in the OrthoLive application. After the appointment has been successfully booked, OrthoLive will send the videolink/appointment email to the patient.
NEW FEATURES: The following outlines new features available by DASH SELF as part of the 20.3.1 release.
DASH Self:
Patient View of Telehealth Appointment Availability
For practices offering telehealth appointments, patients who book these appointment types via DASHSelf will now be able to toggle and view telehealth appointment availability from the appointment booking screen. This feature can be configured as optional per practice preference.
Coordinated Care
DASHSelf is now enabled for patients to schedule 2 appointments for the same chief complaint and multiple providers at the desired time preference in the same instance. For example, if a patient needs to schedule an appointment with a provider, followed up by a PA, for the same chief complaint, they will be able to schedule both appointments simultaneously. (Please see below).
Your organization has the option of configuring a customized note to display to patients as they are scheduling their appointment for any further instruction or guidance. *Note - Patients will not be able to modify or reschedule coordinated care appointments through DASHSelf. In order to reschedule, they will have to contact your practice’s office for the scheduling team to reschedule on their behalf.
NEW FEATURES: The following outlines new features available by DASH Connect as part of the 20.3.1 release.
DASH Connect:
Patient Satisfaction Survey UI Enhancement
For practices who leverage Connect to send patient satisfaction surveys, the following outlines the user interface enhancements to enable an improved user and mobile device friendly experience. Please note, any existing practice configurations that determine what scores patients will receive either the survey or google review links will remain in place. This is only intended to outline the enhanced UI experience to the patient.
A link requesting patient feedback will be sent to the patient via text message
If the patient score is between 0-8, then they will receive a feedback link asking for more distinct feedback, and if the the patient score is between 9-10, then the patient will receive a google review link asking them to leave a review on their experience
The following outlines the workflow if a patient scores between 0-8:
The patient will receive a link to submit additional feedback via survey, and will be redirected to complete upon clicking the link.
The patient will be redirected to the survey as outlined below. After selecting the link to complete the feedback survey, the patient will be asked to select their preferred language, and enter their date of birth. If the date of birth is valid then the patient will be directed to the main feedback form.
After selecting the link to complete the feedback survey, the patient will be asked to select their preferred language, and enter their date of birth. If the date of birth is valid then the patient will be directed to the main feedback form.
The patient will complete the questions on the survey and select submit when complete.
After the feedback has been successfully submitted, the patient will be directed to a “Thank You” page to close out the process.
PROM Survey: Pre-Survey Enablement (athenahealth EHR Clients Only)
In 20.3.1, PROM pre-surveys are now enabled to send to the patient after the appointment visit. The user will be able to access the PDF survey from the EHR (athena) for patient outcome related surveys (i.e. PROMS, HOOS, cases, etc.), however DASH is not enabled to download the PDF directly.
NEW FEATURES: The following outlines new features available by DASH In as part of the 20.3.1 release.
DASH In:
Encounterless Check-In
In previous DASH versions, if an encounter was not generated for patients, users were unable to change the appointment status to initiate check-in. In 20.3.1, DASHIn has introduced a new “Override” button so users will now be able to facilitate check-in without a patient encounter.
To check in a patient without an encounter, the user will first select the patient appointment record.
The “Override” button is located in the lower right hand of the appointment screen. Once selected, a drop down menu will appear, with three options to either Initiate Check-In, Complete Check In, or Complete CheckOut.
The user will select the appropriate option to initiate check-in to initiate the check-in process
Option to Skip/Bypass Forms to Complete Check-In
In 20.3, DASHIn now introduces an option to enable completing check-in through bypassing check in forms and generating a token.
The user will select the “Patient Arrived” button.
The user selects the “Initiate Check-In” button , where the forms will become available for preview
The user selects the “Skip Forms” button to bypass the completion of the forms, and will then select “Complete Check-In” to complete the check-in process
APPENDIX
DASH CENTRAL - How to Add a New User to DASH Central
Per the updated security process requiring active DASH logins to access emailed reports, the following outlines the process for system administrators to add new users to DASH.
As a DASH admin, you have the ability to create/add new users! If you need assistance with this, please see below:
In DASHcentral, you can create new users quickly and easily. This helps expedite the user management process for you. DASH requires the user's EHR user ID, first and last name, and org email address during user setup - so please have these handy, when adding new users.
1) To begin, first navigate to User Setup in DASH, as seen here by hovering over the lock icon:-
2) On the subsequent screen that opens up, navigate to the green "Add" button in the top-right corner of your screen:-
3) Fill in the user ID desired for DASH, the user's existing EHR user ID, and the user's name. It is best practice (but not mandatory) to match the username in DASH with the username in the EHR. You can also describe the user's role at your organization, here ("Patient Services Representative", for instance):-
4) Next, attribute one of the user tasking groups that have already been pre-determined, as well as the user's email address, for your organization. Once all the steps in points 3) and 4) have been completed, click the blue "Save" button:-
5) A new pop-up window now opens, for security settings. Set the access level for the user that you would prefer for them to have, a new temporary password up for the user to be able to log in with, and toggle the "FORCE TO CHANGE PASSWORD" option so that the user will be forced to create their own specific password when they first sign in:-
(Please note:- After a user has signed in successfully the first time, if they ever need a reset of their password, we strongly recommend using the SEND PASSWORD RESET LINK option instead of the FORCE TO CHANGE PASSWORD workflow.)
DASH CENTRAL - How to Reset a Password
Per the updated security process requiring active DASH logins to access emailed reports, the following outlines the process for system administrators to reset passwords for existing users.
As a DASH admin, you have the ability to trigger password reset links to be sent out to your users! Users set up in DASHcentral can be sent password reset links via email. This helps expedite the user management process. If you need assistance with this, please see below:
1) To begin, first navigate to User Setup in DASH, as seen here by hovering over the lock icon:-
2) Next, search for the user(s) in question:-
3) Then, click on the desired user. A blue "Security Setting" button will populate in the top-right corner of your screen - click on this button:-
4) In the new mini-screen that populates, toggle the "SEND PASSWORD RESET LINK" option to YES and then press the blue "Save" button. Now, the user will receive an email complete with simple instructions on how to reset their password and log into DASH successfully:-