April 2025 Release Notes 25.3

Release notes are a summary of changes made to the bhworks platform in a new release. The items listed below are in addition to the general improvements and bug fixes included in the release. For additional information on new functionality, please contact support@mdlogix.com.

Copying Case Notes

This release includes new functionality to more efficiently create case notes for recurring sessions for a participant. The ‘copy case notes’ option allows you to copy all of the fields from a completed note except for the date of the encounter.  

• When a staff user is in the Case Notes section for a participant, they can click on the 3 dots to the right of the case note they want to copy. 

• Click on ‘Copy to New Case Note’.

• All of the information from that case note, except for the date of encounter, will be copied to a new case note that can be quickly updated and finalized.

• Only the staff user that completed the original note can copy that note. 

• Currently, the copy function only works with individual case notes and does not apply to group notes. 

• You can also Copy to New Case Note when viewing a case note and then following the same steps. 

Care Teams Updates

• Assigned Participants Only Role Update -  Once a staff user with an Access to Assigned Participant Only role is assigned to a participant for a program, they are treated as implicit members of the participant’s care team for all programs they share with the participant.

They can now create, edit and view program-related information such as tasks and case notes for their assigned participants on shared programs, even if not directly assigned to the participant for the program. 

Participants attending a group run by Access to Assigned Participant Only staff still need to be assigned to the provider for the group’s program.

• Bulk Assign Participants to a Provider - Organization Managers can bulk assign staff users for selected participants. 

1. In the Show dropdown on the participants list, select the program where you want to modify staff assignments.

2. Click the checkbox for the specific participants whose staff assignments you want to modify.

3. Click Actions and select Assign Staff. 

4. In the pop-up window, confirm the correct program was selected, review included participants, and then select the staff user from the drop-down menu. If a staff user is not in the drop-down, verify that they are assigned to the respective program. 

• Bulk Unassign Staff Users from a Program for Participants - An organization manager will be able to unassign all staff members for a program from selected participants. 

In the program drop-down list on the participants page, select the participants in the program whose staff you want unassign, click the Actions button, and select Unassign Program Staff.

1. In the Show dropdown on the participants list, select the program where you want to unassign staff.

2. Click the checkbox for the specific participants whose program staff you want to unassign.

3. Click Actions and select Unassign Program Staff. 

4. Confirm the participants and click Save.

Configurable Time Zones

• Organization Specific Time Zones - Organizations can now be configured by bhworks staff to reflect the time zone they are operating in. All timestamps shown in bhworks will display in the organization’s time zone.

• Staff User Specific Time Zones - Staff users that work for an organization in a different time zone from where they work will be able to configure their own profile to reflect the time zone they occupy. 

New Filters on the Participant’s Page

• Location - Staff Users can filter the participants list to show participants at a specific location. 

• Assigned Staff - Staff users with roles that allow access to all participants in a program can filter the participants list by assigned staff within a program. The staff user must select a program in the show drop-down first. Users with Assigned Only roles will not see this option.

    The Program, Location, Staff, and Episode of Care filters can be combined as necessary. 

Dashboards and Report Improvements

The following dashboards have been updated with Demographic attributes (Gender, Race, Ethnicity, Age) from the participant’s profile at the time the data was submitted. Age is updated if the date of birth is changed on their profile.

• Case Notes: Overview UPDATED 

• Discharge Summary: Overview  UPDATED     

• Referrals: Overview UPDATED 

• Referrals: Referral Details  UPDATED     

• Screening Activity: GAD (Child/Adolescent) UPDATED     

• Screening Activity: GAD (Adult) UPDATED 

• Screening Activity: BHS (Child) UPDATED 

• Screening Activity: BHS (Adolescent/Adult) UPDATED     

• Screening Activity: PHQ (Adolescent) UPDATED     

• Screening Activity: PHQ (Adult) UPDATED

• Screening Activity: SECA (Long Form) UPDATED 

• Screening Activity: SECA (Short Form) UPDATED  

We have made improvements to the following reports:

• Participants: Program Enrollment Report UPDATED We updated the report to include all staff users assigned to the participant by program(s).

• Referrals: Referred Participants Report UPDATED We updated the report to include Ethnicity.

Training Resources

Expanded Training Resources    

• We continue to update our Resources and Help pages to be a single location to help answer your questions about bhworks. FAQs, Workflow guides, and Training videos are accessible through the HELP option on the bottom right corner of the bhworks Platform. If there is information that you would find helpful that is not included in our library, please email support@mdlogix.com and we can work to address your request.