Release Notes 9.3 April 20, 2020

Release Window: Tuesday April 20, 1:00 PM

Expected Downtime: 3 Hours

Note: Non-Crisis Care users will have a shorter down time. The longer downtime is to allow the iDialogs team do to initial configuration of Crisis Care functionality after the initial release is complete.

Additional Information about Patients and Providers

Friends and Family

The friends and family information will be available for both viewing and editing. This will be visible to triage staff in the Patient Detail section.

PPE Information

When scheduling care requests, an alert will appear if the patient visit requires PPE (personal protective equipment against COVID-19 or other pathogens). This will be visible to triage staff and field staff.

DNR Status

Alerts will also appear when scheduling care requests related to the patient’s code status. The status can be DNRCC (Do Not Resuscitate Comfort Care) or DNRCC-A (Do Not Resuscitate- Comfort Care Arrest). This information will be visible to triage staff and to field staff.

FYI Fields

Patient and Provider FYIs will also be available, including:

  • Insects

  • Dogs/Cats

  • Fall Risk

  • Additional Precautions

  • Medications

  • Other FYIs

The FYIs will pop up for the triage staff when the patient/provider is being scheduled.

Company and Team Information

  • The Company and Team information is now available to be displayed on boards.

Bug Fixes

The average for the mileage saved metric will be corrected. It was previously showing too large a number.

Filter Crisis Care and Extended Hours Providers

CareRoutr will be able to distinguish which providers are currently working extended hours and which providers are currently working crisis care, and separate their display on the map. The system understands that certain providers sometimes work extended hours and sometimes work crisis care, and will determine what each provider is currently doing. All available providers will appear on the map when they begin their shift. When a Crisis Care appointment is started, CareRoutr will recognize that and remove the provider from the map display.

Optimization of Care Request Fields

We have made changes to optimize which fields are presented in the care request form for each type of request.

  1. The Timeframe field will be removed from all Urgent and Non-Urgent requests, since the time frame for these requests is always as soon as possible. It will also be removed from Crisis Care requests since the appointments are scheduled later in the request.

  2. The Target Date field will only be present on Routine care requests. It will be removed from Urgent, Non-Urgent, and Crisis Care.

  3. The Queued Follow Up field has been removed from the Crisis Care request, since they are always visits and there is no need to specify it.





Crisis Care

Performance Enhancements

The system was updating the various boards too frequently. Every board of every triage user was being updated every time a mobile staff member changed their status. To avoid this, we have modified the system such that the boards are updated when changes are made at triage, but will not be updated when a mobile staff member changes their status. If that is important, then the triage user should refresh his or her browser.

The map, on the other hand, continues to be updated immediately. Boards are also updated when a user visits the map, then returns to viewing the boards.

We will refine this approach in the next week, but for now it should remove the performance roadblocks that were recently encountered.

Provider Home Locations

We have made updates so that providers can update their profile (or have it updated) with their home city and zip, rather than their office location. The home city and zip will then be how CareRoutr determines their starting location.

Updated Boards

The default boards have been updated to display only the fields necessary for each board. A board for completed care requests has been added as well.

Workflow for Crisis Care

This is the first release that incorporated the crisis care workflow, including:

  • A designated board for monitoring crisis care requests

  • Ability to create a crisis care request. Triage staff will designate a request as crisis care by initiating the Care Request from the Crisis Care boards. At that point, they will be able to fill out specific information unique to the Crisis Care process, as shown.


  • Ability to assign a crisis care provider to the request. CareRoutr will understand which providers are specifically designated as crisis care providers. The travel time is computed from the provider’s primary address.

  • Triage staff will be able to create multiple provider appointments from one care request. This will allow all three shifts of a Crisis Care request to be scheduled at once.

  • Providers will not be notified of their assignments until the triage staff selects the option to publish them.


  • A map preset to view crisis care requests only