Version 8.4 November 2018

Transcription

1 A Document Retention System for Eye Care Practices Version 8.4 TABLE OF CONTENTS WELCOME! 2 GETTING STARTED 2 GETTING ASSISTANCE 3 NOTICES 3 COPYRIGHT 3 TRADEMARK 3 PROPRIETARY NOTICE 3 A Milner Technologies, Inc. Solution

2 Welcome! ECR Vault is a feature-rich document-retention system that makes the dream of the paperless office a reality for eye care practices large and small. ECR Vault is the fast, easy, HIPAA-compliant way to capture, store, and retrieve your paper files electronically! Access your ECR Vault files quickly and easily through seamless integration with OfficeMate and ExamWRITER. Getting Started This product is available as a self extracting download. Double click on the download file ECRVaultSetup.exe to open the contents and launch the welcome screen shown below. If the welcome screen does not launch automatically double click the file Autorun.hta. The Installation Instructions link provides important information regarding system requirements and installation instructions for each of the products listed. The ECR Vault Content Server must be installed on a server before the other products are may be used. NOTE: This version of ECR Vault server requires.net Windows Server 2008 is not supported. Release Notes, Version Page 2

3 Getting Assistance For installation help please contact Milner Technologies, Inc. customer assistance at As part of a current software support agreement, Milner Technologies, Inc. performs upgrades remotely during normal business hours at no additional charge. On-site upgrade options are available for a nominal charge. In keeping with our upgrade policy, it is essential that customers be upgraded regularly to maintain the highest level of available support. This version of software or one of the last two major releases is fully supported. Customers using version 8.1 or lower will still receive assistance, but cannot be warranted as fully supportable. Notices Copyright Copyright Milner Technologies, Inc , All rights reserved. Trademarks and logos are the intellectual property of Milner Technologies, Inc. Trademark ImageDirector is a trademark of Milner Technologies, Inc. YourSecurePoint is a trademark of Milner Technologies, Inc. Other brand and product names are trademarks or registered trademarks their respective holders. Proprietary Notice This documentation is proprietary information of Milner Technologies, Inc. It may only be used under the terms and conditions of your license. It may not be shared, distributed, copied, reproduced, or used for any purpose other than as specified without the written permission of Milner Technologies, Inc. Milner Technologies, Inc. (formerly Comsquared Systems, Inc.) Release Notes, Version Page 3

4 Release Notes ECR Vault Changes 7179 Resolved a problem that prevented the use of delayed transmissions in Capture. ECR Vault Changes 4904 Scanning is now supported in the Tasks view Annotating and redacting documents is now supported in the Tasks view Find Documents queries now provide an advanced mode to make custom queries easy to perform. Queries can prompt the user for values which allows the creation of searches for things like find this employee s documents or show me documents related to this P.O Resolved a problem where exporting workflow templates ignored the ChangeStatus setting for action buttons A custom login message can now be displayed to alert users of maintenance schedules and security responsibilities File names are now preserved when imported through Find Documents web site Resolved a problem that could prevent the InBox fax receive service from connecting to the content server Document retention management view has been improved Online documentation is now available in a convenient, searchable web format. Clients now also have a new Get Help button for opening service cases Browsers are now prevented from displaying user information on the import screen when using password or SSN masked fields and the browser is set to auto-populate user credentials. Release Notes, Version Page 4

5 5366 Resolved a problem with text document display fidelity My Tasks view now shows the user a broader scope of tasks Security improvements Advanced Search in Find Documents now accommodates wider fields Tasks view usability is improved eforms configuration now prompts to save changes when flipping between fields eform ODBC field assignments now work across all pages Improved look for the change password box when using non-integrated authentication mode Task view multi-route action buttons now work correctly when users have no rights to the target queues Mobile tasks view is improved Enhanced MyTasks to support column filtering Enhanced use of Forms on mobile devices Resolved an issue with ODBC autofill with workflow Forms when using a mobile device PDF 2.0 (ISO ) documents are now supported Attempting to save eforms with required fields on pages other than the current one now alert the user to complete the remaining fields Enhanced document controls when using workflow on a mobile device Resolved an issue where Find Documents Webscan may not have worked on Windows 10 if certain system configuration options were not enabled ECR Vault Capture and PTA now support a wider variety of image formats The Import Service now adhers to the keyword service exclusion rules A wider variety of credential formats are now supported The online direct message address directory is now searchable. This makes it easier to locate partners Enhanced the scope of MyTasks to include all routable tasks Enhance security management to include message rights ECR Vault Capture and PTA now also show the mode at the top of the capture window Direct messages may now also be sent from ECR Vault Capture and PTA. Release Notes, Version Page 5

6 5692 Annotations are now easier to draw Color images may now be redacted Provide a friendly message if a user tries to access FindDocuments when they do not have rights to Applications Enhance the Security Assign Rights screen to allow entering of user names that do not exist in the current domain The dialog for sending direct messages has a new look for friendlier experience. Direct messaging also now supports additional features like message printing, drag-and-drop ad-hoc attachments and message deletion Microsoft Office documents are now viewed as PDF for a smoother experience. User may download the native document Enhanced keyword service to reduce file sizes of bi-tonal images Enhanced eforms configuration to provide the SSNMask configuration selection Driver s license capture mode has been refactored for ease of use Larger batches of documents may now be captured Keyword services automatically set processor affinity to match the OCR thread count Assemblies are now signed using SHA-256 to ensure authenticity and security Sentinel license manager is now used Redacting is now more intuitive in EOB capture mode Setting the HIPAA status for a patient in the retrieval client now works when using the remote proxy OfficeMate access Sending referrals and other direct messages now works when using the remote proxy OfficeMate access eforms now support average formulas The tool for upgrading ECR Vault to ECR Vault Interactive Cloud now allows the process to be interrupted and restarted. Release Notes, Version Page 6