Display and Manage Group Rosters from Therapy Groups Sidebar

Key Enhancements

• A new Group Rosters tab is now available under Therapy Groups on the left sidebar.

• Users can view all rosters created for the practice and create new rosters directly from this tab.

• The Create Group Roster button allows users to create rosters in the same way as on the Settings > Practice Settings > Therapy Groups page.

• Rosters remain synchronized between Settings and the Therapy Groups > Group Roster tab. Any updates made in one location automatically reflect in the other.
  

• Deleted rosters can no longer be selected for new sessions. However, existing sessions linked to those rosters remain unaffected.

• Participant updates in a roster apply only to new sessions and do not affect previously created sessions.

Create a Group Roster from Therapy Groups

Assign Permissions for Group Rosters

Access to the Group Rosters tab depends on user permissions:

• View Therapy Groups and Rosters: Allows viewing all rosters in the practice.

• Create Therapy Groups and Rosters: Enables the Create Group Roster button.

• Edit Therapy Groups and Rosters: Allows editing existing rosters.

• Deactivate Therapy Groups or Delete Group Rosters: Allows deactivating or deleting rosters.
  

To assign permissions for group rosters, navigate to Settings > Practice Settings > Roles & Permissions > Edit Role > Expand the Therapy Groups and Rosters section.

Users without the appropriate permissions will not be able to create, view, edit, or delete group rosters.

If a user doesn’t have the required permission, a tooltip appears when they hover the mouse over the action button.

Select a Group Roster When Creating a Session

Status Added to Diagnosis Codes

A new Status column has been added to diagnosis codes. The following statuses can be assigned:

1. Active
2. Resolved
3. Chronic
4. Partial Remission
5. Full Remission
6. Maintenance Therapy, In Remission
7. Relapse
8. Inactive
9. Recurrence
10. Provisional
    

In the following areas of the application, only Active, Chronic, Partial Remission, Relapse, Recurrence, and Provisional statuses will appear. Codes with other statuses will be excluded:

1. Compiled Note
   
2. Chart Face
   
3. Carry Forwarded to Next Note
4. Claims (Unbilled Encounters tab)
   
5. Client Statements
6. Labs Requisitions
7. Superbill
   

In the following areas of the application, all the statuses will appear.

1. Treatment Plan
   
2. Discharge Summary
   
3. Clinical Summary

Below is an example of the Chart Face, where only diagnosis codes with the allowed statuses are displayed:

Diagnosis codes with other statuses are still available on the note but are excluded from the above features:

Transaction Accuracy

1. The new columns (Client Payment, Client Adjustment, Insurance Payment, Insurance Adjustment) populate only for the corresponding transaction type.
   
2. Previously, columns populated if any related transaction type existed on the encounter, which could appear as duplicate entries.
   
3. Report totals now include each payment or adjustment only once per unique transaction type.
   

1. A new filter allows including encounters with no payments.
   
2. Filter values: Yes or No (default: No).
   
3. Selecting Yes includes all encounters within the Encounter Start Date and Encounter End Date, including denials (insurance adjustments with $0 payment amounts).
   
4. The filter is applicable only when Payment Start/End Date, Posted Start/End Date, and Transaction Type filters are not in use.