This list contains the changes made in Release 2010.

For changes and fixes in releases 2007 - 2009, see README2009.HTML

For changes and fixes in releases prior to 2004.01, see HISTORY.TXT in your SOS folder.

Other documentation that can be found in the SOS folder:
   If upgrading from a release prior to 2007, please review Release 2007 Upgrade Notes for details about the changes in the User Interface.
   Administrator Guide: SOSADMIN.PDF
   Technical Manual: SOSTECH.PDF
    User Guides: OMWIN.PDF, CMWIN.PDF, SCHED.PDF

• FIX: Automatic assignment of patient IDs was not working if one or more existing patients had non-numeric IDs.
• FIX: Database rebuild in Admin > DBA Utilities did not work in Windows 64.
• FIX: When attempting to set security permissions for for entire windows, there would be an error 33, preventing configuration.
• FIX: The admin module was changed so that you cannot change anything on the first two tabs of the user configuration of the user you used when logging in. In other words, it now works as it had in previous releases.
• NEW: Added menu item in DBTools allowing inspection of missing or extra database objects (triggers, tables, views, etc.) while users are in the system.

• FIX: In certain scenarios the database rebuild utility in Admin > DBA Utilities did not run.
• FIX: Autonumbering of ID's now works even if there is a mix of numeric and non-numeric ID's already in the system.

• CHANGE: Both network and standalone versions of SOS now run the database with the DBSRV11 engine rather than using DBENG11 for standalone and DBSRV11 for network. This change should simplify installation, documentation, and upgrades. In addition it will eliminate certain errors that can appear from time to time in standalone implementations that are legitimately running several of the SOS modules and reports simultaneously. Starting with this release, the startup command is now in the form C:\SOS\SA\BIN32\DBSRV11.EXE  @C:\SOS\SERVER.PRM  C:\SOS\DATA\SOSDATA.DB. For standalone installations the SERVER.PRM file must contain the parameter -x none  rather than -x tcpip (which is the default if no -x is present).
• NEW: Added option in Admin > DBA Utilities to set query execution back to the way it was done in the previous version of SQL Anywhere. The "improved" technique used in SQL Anywhere 11 (standard in SOS 2010) has proven to be much slower for some customers. New installations of SOS 2010 will default this setting to the old technique. Users who want to experiment can do so using this option.

• FIX: The optional User Activity Logging feature was not recording or reporting the patient being accessed for many screens in the system.

• CHANGE: The big change in release 2010 is the replacement of the older generation Sybase SQL Anywhere database engine (version 9) with the much-enhanced version 11. The new database engine should result in better performance and even more reliable service. 
• NEW: Along with rolling out the new Sybase version, we are also including 64 bit versions of the database engine for those with multi-gigabyte databases running on 64 bit servers. The primary benefit of using the 64 bit engine as opposed to the standard 32 bit engine is that it is much easier to configure a database cache larger than the 32 bit maximum of 1.8 GB. The steps required to switch to the 64 bit engine are available in a paper in the SOS web site document library.  (If the combined size of the DB files in your DATA folder are less than 2 GB, you might not see any benefit from switching to the 64 bit engine. Just be sure to adjust your startup parameters in SERVER.PRM to provide the appropriate amount of cache based on your database size and system resources. See this document library paper.
• CHANGE: Selecting Help > Online Resouces > Remote Support had previously immediately started the download of the customer-side connection software. An information and confirmation window has been added before the download step.
• NEW: Enhanced the scanner interface to allow setting options for document height/width, business card size, and duplex (two-sided) scanning when using the TWAIN interface. There is also an option to set whether to use TWAIN or the more limited WIA interface to communicate with your scanner.
• FIX: Admin > DBAUtilities had lost the option to terminate a user connection from the Watch Database tool. This function has been restored. In addition, the list of connections in this tool in both DBAUtilities and DBTools did not display the correct data in the correct columns, but now does.

• NEW: Added fields to Supplier form (Lookups > Suppliers)  for entry of  mailing address for use by electronic claim filers. If your mailing address is a PO Box, you must enter your PHYSICAL address in the main supplier address fields and the PO Box address in the separate Mailing Address fields to the right of the main address. If your mailing address is a regular street address and matches your physical address, check the Mailing address is same as physical address option, which will clear and disable the mailing address fields. If you file only on paper, you can continue as before, even if you have a PO box in the main address. 
• NOTE: Addresses in the Supplier and Facility screens should include a complete, 9 digit zip code. Failure to use 9 digit zips in these fields can result in claim rejections.
  

• NEW: Added support for ANSI 5010 electronic claims format (emdeon and specific other destinations).
• NEW: New version of Provider Activity Report - Rendering Provider. This format runs much faster on most systems. There is are separate reports for Details and for Summary.
• FIX:  Standard Statements sometimes did not print statement for the desired payor if two or more payors had exactly the same name.
• CHANGE: When you run ExpressBill (optional electronic statements product) from the Statements > Standard Statements menu, the statement batch will appear on screen for review prior to launching the Express Bill module. 
• The ExpressBill setup window now permits you to change the destination (FTP site) if it should ever be necessary.
• Sending statement batch failed in Windows 7. Changed to a different FTP client and uploads to the root folder on the destination system..
• FIX: (Pro Version) Year 2011 dates entered in the UB Claim Setup screen were being saved as 1911 rather than 2011.
• FIX: (Pro Version) Revenue Code for institutional claims may now be 5 characters (up from previous 4 characters).
• FIX: (Pro Version) Corrected date range entries in block 6 if block 4 indicates it is an inpatient claim.
• CHANGE: Added option to exclude closed patients in the Aging by Rendering Provider report. Eliminating these accounts can make a significant improvement in performance.
• CHANGE: Made some changes to the way billing dates are updated after an Alternate Statement run. The window now displays record numbers as they are updated so you now that the system is not hung. Performance should be better on most, if not all, databases.
• NEW: Added "Outstanding Charges by Patient Grouped by Rendering Provider" report on Reports > Accounting menu.
• FIX: The transaction date on the "Mini-bill" time-of-service receipt had been slightly truncated.
• NEW: Added "Birthday List by Date Range" report to Reports > Patient Reports menu.
• NEW: Added "Insurance Carrier List with NEIC Payor Numbers" to Reports > Other Reports menu.
• CHANGE: Open Item Statement now includes middle initial in the mailing address name. Also corrected a problem that sometimes caused the city line of the address to be omitted and added a filter to skip transactions after the statement date.
• NEW: "Patient Facesheet with Alternated IDs" report added to Reports > Patient Reports menu.
• CHANGE: "Managed Care Authorizations by End Date" now filters out closed and discharged patients.
• FIX: Problem with obscuring credit card numbers was fixed.
• FIX: Corrected issue with some of the column totals in "Credits by Primary Provider for Daysheet Range" report. Also added option to print each provider on a new page and corrected a cosmetic issue with some dates being truncated.
• FIX: Added filtering on active patients and by patient name to the "User Activity Report".
• FIX: Corrected an issue with the More Splits feature in cases where payments and adjustments were both present.
• FIX: Reprinted daysheets sometimes showed asterisks next to transactions that had not been modified.

• NEW: Added a column for check number in the Reverse Applied Credits Guide.
• FIX: Eliminated ODBC window that appeared when running Provider Activity Report by Rendering Provider.

• NEW: Electronic patient billing through ExpressBill (emdeon) is now available for the Open Item statement format.
• [Pro Version] CHANGE: When using Bills/Claims > Reprint Claims, the resubmission number and type fields are now displayed only when doing a professional, non-UB claim.
• CHANGE: The Charges for a Period by Provider report now prints the data set name in the page footer.
• NEW: Added a Cost column in the Service Breakdown section of the Provider Activity Report by Rendering Provider report.
• CHANGE: The Services Rendered by Provider report under Management Reports now provides a pick list for provider selection.
• FIX: The ERA module (automatic posting of payments on an ERA) now handles non-standard ERA files that contain carriage returns as record delimiters.
• NEW: Added checkboxes to configure to set duplex and card-size scanning options on the Policy window.
• FIX: When using the optional Patient Import module, the defaults set in System Defaults for Claim Setup and Policies will be inserted in the imported patient.
• FIX: Corrected issue where a change in patient address would clone that patient address to all other policies set with option "Insured address same as patient."

• NEW: Help > Version Information, DB tab now shows number of users currently on the system, and processor availability and in use (by the SOS database engine) on the server.
• CHANGE: Added second and third phone numbers for Referral Source Report and enlarged the qualifier field to print up to three characters.

• NEW: Referral Sources now may have up to three defined phone numbers.
• FIX: The Ledger icon displayed in the toolbar of the Patient List and Patient Form was replaced with a larger one to closer match the sizes of the other icons in the toolbar.
• CHANGE: The Ledger By Charge report now includes the data set information in the page footer.
• [MAPSS/CBH version only] CHANGE: When entering service tickets, the authorization warning will appear as appropriate when doing a Save & Continue or Save & Repeat if the client on the ticket is changed.
• CHANGE: Patient Note alarms are now checked as soon as you open the main OM window. There had been a delay of about 100 seconds, which has now been removed. Thereafter, notes are checked for alarms items once each minute.
• FIX: Under some circumstances, the UD Fields tab of the Patient Policies Form did not contain any fields. The system now checks for that situation and initializes the missing fields if they have not already been created.
• NEW: Added a warning if you try to save a new patient with no payor set to be responsible for charges. You can still do it, if necessary, but if there is no responsible payor, the system cannot automatically calculate charge splits. In that event, the splits have to be created manually when you enter a charge.
• NEW: Added two new variations of the Collections by Payor report. The new ones are the same as the existing Collections by Payor and Summary Collections by Payor reports except that you may enter a list of one or more Service Codes to be included in the results. All services other than the ones you enter are omitted from the report output.
• CHANGE: The Copy Previous list in the Charge entry form no longer includes any REFUND entries.
• FIX: When running Alternate Statements, a window appears asking if you want to update the billed dates for this statement run. Pressing ENTER was invoking the help system. The default button and action is now to execute the YES button when you use the ENTER key or SPACE BAR when that window appears.
• FIX: If you have more than one page of carrier exceptions for a service, scrolling up and down through that list could have resulted in duplicate rows appearing in the display (but not in the actual data). Scrolling no longer corrupts the list display.
• NEW: There is now an "Address Line Two" for the Insured in the Insurance Policy form. Data you enter here is ignored when printing paper forms, but is included in electronic claim submissions.
• CHANGE: ID Qualifier selection lists for providers, suppliers, referral sources, and facilities. PXC (Provider Taxonomy Code) has been added to the ID Qualifier selection list where appropriate.
• CHANGE: The claim creating warning for missing first name for referral has been removed. Some legitimate referral sources are not people and do not have first names.
• [PRO VERSION ONLY] UB/Institutional Claim Setups will no longer default the referral source to the value entered on the Patient form when adding a new patient and new UB Claim Setup at the same time.
• CHANGE: Printed Mini-Bills now include the name of the payor next to credits.

• FIX: Cancelled appointments no longer appear in the Resource Schedule Report.
• FIX:  Submenu for Edit Appointment and Set Appointment Kept did not display correctly if more than 30 patients were assigned to the same time slot.
• FIX: Some users were reporting "disappearing icons" on the tool bar.
• CHANGE: "Copy to Future Dates (Replicate)" now allows you to copy all patients in the current time slot to the new slot.
• FIX: Daily Log report no longer prints appointments for data sets if the current user does not have rights to that data set.

• CHANGE: New list of future appointments on the Appointment form now lists from today's date rather than from the appointment's date.

• FIX: Scheduler queries (saved searches) did not save more than 15 specified providers in a single query if you did not go with the "All Providers" option. In this release you will be able to save approximately 40. We will look at ways to eliminate the limit altogether in the future.  Again, this is irrelevant if your query is set to include "All Providers".

• FIX: Under certain conditions, a user configured as a Security Administrator would not be able to set System Options.
• FIX: The Next Appointment search for the Encounter Form now excludes future appointments that have been reset as canceled. Another, related fix, corrects a problem in identifying the provider for the next appointment.
• NEW: Great new feature. When you add a new appointment, all previously entered, future appointments are now shown in an embedded list window at the bottom of the form.

• FIX: Changed the Intake Summary so that the patient selection will work even if there are leading spaces in the patient's first or last names.
• CHANGE: The Therapy Notes report now sorts by date of note.
• FIX: Added missing security settings for Treatment Plan list window.

• FIX: For purposes of the Facesheet report in CM, the discharge date selection is now the discharge date in the current treatment episode, not the discharge date in OM's patient screen.

• FIX: In organizations with multiple data sets, if the user switched from one data set to another in a single session, attempts to save a new or changed DSM Profile sometimes failed with an error.
• NEW: Added DOB and age display at the top of the Prescription form.

• FIX: Section titles for treatment plan details were not printing correctly in the Progress Notes report.
• FIX: The Patient Info form, printed from the Styles section, did not print correctly if the configuration contained more than one data set. The report would print all data set versions one after the other, without page breaks.

• FIX: The intake date on the Patient List was displaying a seemingly random date if no intake date had been entered.
• FIX: Under certain conditions, a user configured as a Security Administrator would not be able to set System Options.
• FIX: The System Setup, Progress Notes options for Provider code, Allow copy of notes to other group members, and Allow only original user to change or delete Progress Notes are now defaulted to "Last Provider", "Yes", and "Yes", respectively, if no other selection has previously been set.
• FIX: The text entry in History forms was supposed to be 14,400 characters, but in fact was only half that amount. It is now 14,400, as indicated on the form.
• FIX: The utility in DBA Utilities (Admin Module) to load default Problems and Goals lists was not working.
• FIX: In Release 2009, we added the ability to define a range of ID numbers to be used by the auto-ID feature in OM. Now it is available in CM as well.