TCS Trellis InfoDive

 

TCS Trellis InfoDive

License key can be obtained through the NextGen Healthcare Success Community or by calling NextGen Healthcare Corporate Headquarters at (215) 657-7010.

Download Latest Version:  3.1
VERSION:
3.1
UPDATED:
March 18, 2024
CATEGORY:
Team Greene
COMPATIBILITY:
3.1
March 18, 2024
  • Removed the Scheduled Delay - no longer needed with scheduling.
3.0
November 6, 2023
  • Added ability to automate exports based on practice. Schedule is fixed at current date + last 2 full years.
2.2.2
July 18, 2022
  • Updated to CL 8.4
  • Optimization of main SP to pull data
2.2.1
November 19, 2020
  • Script Version 20201117
  • Duplicate Transaction Fix when same payer added to same encounter.
2.2
September 3, 2020
  • Updated to CL 8.2, .NET 5.2.1
2.1
February 20, 2020
  • New columns on charge record for location_name, group_name, group tax_id_nbr
2.0.2
October 9, 2019
  • Column headers no longer repeat every 500 rows when exporting through the application
2.0.1
August 8, 2019
  • New SQL Version: "20190808". Note: NOT a format change, fixes only
  • Fixed missing columns from permanent tables that were added in 02/28 (charge and transaction missing charge_id and trans_id)
  • Change length of modifiers to handle the double quotes.
2.0
July 10, 2019
  • SIM (id) length changed to accomodate large size SIM's. Quotes were being truncated off.
  • Double quotes removed from SIM department
  • NDC now pulls from charges (not SIM library)
  • Add Enc Status to Encounter extract
1.6
January 21, 2019
  • Script Version: 20190120 Fixed Pulling in Transactions for all payers, not just COB 1.
1.5
January 17, 2019
  • Removed logic added in 1.4 (Add any encounters where the transaction post date is between the dates (and encounter is older). This is for when smaller date ranges are reported on.)
  • Added ENC DOS to the Encounter record
1.4
December 4, 2018
  • Update “service_item_id” to include quotes (to fix potential commas)
  • Add “patient_name” to the encounters file
  • Add "practice_id" to all datasets
  • Add any encounters where the transaction post date is between the dates (and encounter is older). This is for when smaller date ranges are reported on.
  • Add practice id validation.
  • Payers are no longer optional (param is ignored)
  • Updated pull of transactions to pull all payers, regardless of COB (1, 2, 3, etc)
  • Added option to populate (and create if needed) perm tables to be used by SSIS packages.
  • Quoted cpt4_code_modifiers, cleanup if blank (removed double parenthesis)
  • Updated User Guide
1.3
January 28, 2016
  • Added 2 new options: Add Payers (script), Auto Zip files (app only)
  • Enhanced UI to allow for delayed file generation
  • Enhanced UI to auto-zip generated files.
  • Updated User Guides
  • Script now creates (optional) a Payer file.
  • Script modified to quote more fields that may have commas
  • New column added to each dataset: record_type.
1.2
October 7, 2015
  • Added MRN to encounters, national drug code to charges
1.1
June 26, 2015
  • Added service_item_id to charges
1.0
June 25, 2015
  • Initial Release

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