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Personify Health Informatics: Health Notes Case Activity Dropdown update

• What is it?

  Clinician Summary > Case Activity within Health Notes is to be updated to include more dropdown options.

  Release applies to which applications & products?

  Non platform – HPA/TPA Services

  How does it work?

  Additional options are now available in the Case Activity Dropdown update. Existing dropdown options will not be removed.

  Why has this been prioritized?

  We are allowing more consistency with choices for reporting reasons.

  Availability – is this releasing by end of Sprint?

  Yes

Label to indicate “in-network” (Web only)

What is it?

Label to indicate if the deductible amounts and out-of-pocket amounts displayed are in-network or out-of-network amounts.

Release applies to which applications & products?

GenAdmin, HPA Digital Platform/Services, Navigation

How does it work?

For any use case that includes displaying deductible and/or out of pocket maximum amounts, a label will be displayed to indicate “in network” (or “out of network).

Why has this been prioritized?

To better inform their users about their health coverage.

Availability – is this releasing by end of Sprint?

Yes

New enrollment validation rule for HPA sponsors

What is it?

Given some sponsors do not provide Group ID on the eligibility file, we had to build an additional validation rule to validate a members based on their: First Name, Last Name, DOB and TPA Member ID.

Release applies to which applications & products?

GenAdmin, HPA Digital Platforms

How does it work?

To set up this validation rule, a member must have “Has TPA services” feature enabled. Once this is done a validation rule called “paMemberIdAndFirstNameAndLastNameAndDateOfBirth” will be visible in the drop-down.

Functionality to re-use filter field in Harmonix

What is it?

We now can set up mapping to allow filter fields that are being used for different overrides. This means we can now map some source fields to multiple Personify Health fields.

Release applies to which applications & products?

GenAdmin

How does it work?

The GenAdmin Harmonix mapping to allow filter field to be used for different overrides. Applicable to below data sources/file types:

• FullEligibility: data source ID 51
• PartialEligibility: data source ID 52
• PatientEligibility: data source ID 53 

Why has this been prioritized?

To create Parity with Staged File ingestion

Availability – is this releasing by end of Sprint?

Yes

Challenge Retirement: Pulse Cup (Basic Challenge type)

What is it?

A Basic Challenge template that will be made private by the end of January 2025. Account teams should no longer use this challenge template with their clients, or via Client Admin.

Release applies to which applications & products?

Complete/Essential Wellbeing, Go Challenges

How does it work?

Content Operations will make the Basic Challenge template (Pulse Cup) private on Jan 31, 2025.

This will ensure that clients and admins cannot use this for challenge contests any longer - as this challenge no longer aligns with our new company name.

We ask that you do not use this challenge template with clients anymore - and find another basic challenge template.

Why has this been prioritized?

Due to rebranding efforts - Pulse Cup was aligned with Virgin Pulse – and is no longer aligned in our branding.

Availability – is this releasing by end of Sprint?

No, this change will occur as of January 31st, 2025.

Update to Audience Configuration capacity

What is it?

Introducing dropdown options for “FilterField” filter and the ability to select multiple “FilterFields” at once with the “includes” operator.

Release applies to which applications & products?

GenAdmin

How does it work?

“FilterField” filter in Audiences will now work the same way other filters do, where the user may select available options from a dropdown, instead of typing them in manually, one at a time.

Why has this been prioritized?

This solves a major pain point for our Configuration team.

Availability – is this releasing by end of Sprint?

Yes

Release of Personal Challenge Redesign (Mobile)

What is it?

Pulled through from the work done in Sprint 242, this release is a fresh look and feel for personal step and personal healthy habit challenges on mobile.

Release applies to which applications & products?

Complete/Essential Wellbeing (Mobile)

How does it work?

Engineering will ‘turn this on’ with the mobile release of 246, expected January 27th. Configuration team may notice the ‘Personal Challenges Redesign Mobile’ feature flag is on for all sponsors on Jan. 27th.

This will not ‘turn on’ personal challenges for any sponsors without personal challenges enabled.

Why has this been prioritized?

For a consistent user experience across platforms, for design system adoption, and rebranding

Availability – is this releasing by end of Sprint?

No, this update is releasing on January 27th, 2025

Support for Metric/Imperial UK system of measurement – Health Check

What is it?

On web, we add support for Metric/UK imperial units (mmol/L) and one decimal place. On mobile, we support only US units (mg/dl) with no decimal place.

Release applies to which applications & products?

Essential/Complete Wellbeing, Complete HPA

How does it work?

On Web Health Check, if the user’s preferred system of measurement is Metric or UK Imperial, the blood glucose question asks for and accepts only a response in their preferred units (mmol/L)

When entering a value with more than one decimal place, user must round the value to the nearest tenth (e.g., 7.39 becomes 7.4)

If the user has previously answered this question with their system of measurement set to:

• US, then it changes this setting to Metric or UK Imperial, upon viewing the question again, the saved value is automatically displayed in their preferred units (mmol/L) using a conversion factor; or Metric or UK Imperial, then decides to change this setting to US, the saved value automatically displayed in their preferred units (mg/dL) using a conversion factor.
  

Why has this been prioritized?

To complete additional (initially out of scope) updates to Biometrics questions, consistent with other HC biometrics questions.

Availability – is this releasing by end of Sprint?

Yes

Update Survey Platform Content page to align with current platform offerings

What is it?

Support reviewing and editing survey Mental Wellbeing Survey details and questions Gen Admin

Hide these now deprecated My Pulse surveys:

• Heart & Lifestyle Survey
• Heart Age Survey
• Lifestyle Survey

Release applies to which applications & products?

GenAdmin

How does it work?

Mental Wellbeing Survey and associated Edit buttons appear on Survey Platform Content page. My Pulse surveys are hidden from Survey Platform Content page.

Why has this been prioritized?

To improve consistency with current offerings and ease configuration workflows

Availability – is this releasing by end of Sprint?

Yes

Campaign Request form Social Ads budget

What is it?

Users will be able to indicate the budget they have for social ads within the campaign request form.

Release applies to which applications & products?

Campaign Studio

How does it work?

There will be a “Social” checkbox on the form. Once “Social” checkbox is selected, the fields below appear that have Facebook Ad, Instagram Ad, Landing Page and Budget entry field

• The field will accept only numeric values.

The amount will be Included to the campaign cost estimate.

Why has this been prioritized?

This update represents follow up work concerning the request form redesign.

Availability – is this releasing by end of Sprint?

Yes

Activity API – Buyer Portal – Invalid Entries

What is it?

Ability for the client to filter out (include/exclude) invalid API completion entries.

Release applies to which applications & products?

Campaign Studio

How does it work?

The Consumer Actions page will have a filter option to show invalid entries in the completions table, with the options shown in the screenshot to the right.

Why has this been prioritized?

Activity API is one of the prerequisites for Patientology migration/sunset.

Availability – is this releasing by end of Sprint?

Yes

Campaign Studio Admin – Delete Billing Keys option

What is it?

The option for internal users to delete billing keys.  

Release applies to which applications & products?

Campaign Studio

How does it work?

Next to every billing key, there will be a delete label. Once the user clicks on the label, a pop-up modal is launched “Are you sure you want to delete this billing key?” with Yes and No options. The user will then select “Yes” or “No” to continue.

Why has this been prioritized?

Admins need to be able to delete billing keys themselves. Currently, this is a service request towards the Engineering team, which is drawing significant capacity.

Availability – is this releasing by end of Sprint?

Yes

Operational Dashboard Feature Improvements

What is it?

This update is an amalgamation of numerous feature improvements associated with the Activation operational dashboard.  

Release applies to which applications & products?

Campaign Studio/Activation product generally

How does it work?

• Graph: Dynamic reject categories and reasons.
• KPIs: Dynamic reject categories and reasons
• Filter: Custom Date Range Picker. The user can select a date within the past 30 days
• Freeze (pin) the first table column

Why has this been prioritized?

Continued work developing the operational dashboard.

Availability – is this releasing by end of Sprint?

Yes

Personify Health rebranding improvements

What is it?

Improve quality and coherence of Acumen apps.

Release applies to which applications & products?

Activate

How does it work?

Visual improvements will be made and applied.

Why has this been prioritized?

To complete additional (initially out of scope) rebranding work.

Availability – is this releasing by end of Sprint?

Yes