Release Notes

In version 2020.08 of the Logistics Portal, all kit ship records are now visible in the Fulfillment Orders tab instead of a separate Patient Kit Ship or Patient Kit Ship Call List tab. The Care Team Portal changes will not be released until a future date, so the functionality to support requesting kit ships by kit type will not be enabled directly following this release. The new features for requests by kit type will be enabled in a future release along with the supporting Care Team Portal features.

New Features

Version 2020.08 of the Logistics Portal includes the following new features:

New Feature	Description
Kits on Demand – Fulfillment Page	The Patient Kit Ship and Patient Kit Ship Call List tabs were removed, so Logistics Portals users can now transition to using the Fulfillment list to access records. Kit Ship records now appear on the Fulfillment list with the Fulfillment type of Kit Ship, so these record types can be tracked in a single location with other fulfillment types. On the Fulfillment page, Logistics Portal users will only see Fulfillment records for the Logistics Centers they have access to.
Filtering and Searching – Fulfillment Page	Kit Type and Kit Pool columns were added to the Fulfillment list page. The columns support search and sort. Also, the ability was added to filter the fulfillment list by kit number by default. Preset filter options were added on the Fulfillment list to make it easier to get to a certain set of results. The Fulfillment list and Kit list search are persistent, so you can switch between pages and maintain search criteria.
Kits on Demand – Assigning a Kit, Changing Kit Type, Removing a Kit, and Assigning a Logistics Center	Kit Ship orders can now be created without a kit assigned, so the process of assigning a kit can be done on the Fulfillment Detail page. After assigning the kit, you also have the option to change the kit type or remove the kit from the record.
Kits on Demand – Kit Pool Configuration for Enable Request by Kit Type	A kit pool configuration setting was added to control selecting by kit number or kit type, so the new method can be used for specific customers while leaving the existing process for the rest of the customers.

New Kit Ship Complete Reason	A new completion reason was added to kit ship records, so support can track when a patient opts out of the program. The new completion reason (Patient declined program) was added to the Complete options for kit ships.
Add EULA Accepted Date to Kit Ship Fulfillment Orders	When a EULA acceptance event is received from the Care Team Portal, the date is populated for both the kit shipping information and fulfillment. When a EULA acceptance event is received, a history note for the EULA event is also created. The Eula Accepted Date column was added to the available columns on the Fulfillment list.
Kit Type Support for Reports	Logistics Portal reports now support kit ship records that do not have a kit ID assigned yet. The reports Patient Kit Ship Report, Kit Pickup Report, and Billing Report, all support kit ship records that contain a null kit ID.
Progress Indicator	Visual feedback is provided to let the user know that the portal is attempting to assign the kit to the kit ship order. This loading indicator also appears when the kit ship order details are loading.
Logistics Portal Ship To Address Updates Based on Care Team Portal	When the shipping info for a kit is updated in the Care Team Portal, the change is synched to the Logistics Portal and appears in the Ship to Address area. The changes to the address appear in red, so they can be easily distinguished from the existing address.

Kits on Demand – Fulfillment Orders

The Patient Kit Ship and Patient Kit Ship Call List pages were removed, so Logistics Portals users can now transition to using the Fulfillment Order page to access records. Kit Ship records now appear on the Fulfillment list with the Fulfillment type of Kit Ship, so these record types can be tracked in a single location with other fulfillment types (see Example).

Fulfillment records with Kit Ship type have a hyperlink to the Kit Ship Detail page, so the page can be accessed from the Fulfillment list (see Example). This page includes all the information that was previously available for Kit Ship records and now has the kit type for the record in the Record Information area. The kit type field is editable.

On the Fulfillment Orders page, Logistics Portal users will only see Fulfillment records for the Logistics Centers they have access to. Users with Vivify Support permissions will still see all records (see Example).

Example: Fulfillment Orders Page with Kit Ship Fulfillment Type Records

Example: Fulfillment ID link Opens the Kit Ship Detail Page with Kit Type Visible

Example : Fulfillment Records Visible Only for the User’s Assigned Logistics Center

Filtering and Searching – Fulfillment Orders

The following changes were made to the Fulfillment Order page filtering and searching functionality:

Kit Type and Kit Pool columns were added. The columns support search and sort (see Example ).
The ability was added to filter the fulfillment list by kit number by default. When typing a number, the search previously returned results only by fulfillment id. Now, the search returns all results that match the fulfillment id and the kit id.
Preset filter options were added to make it easier to get to a specific set of results (see Example ).
The Fulfillment list and Kit list search are persistent, so you can switch between pages and maintain search criteria. To remove search options, click Clear Search (see Example ).

Example : Kit Pool Name and Kit Type Name Columns (Optional)

Example: Fulfillment Order Filter Options Including Kit Ship Fulfillment Type

Example: Search Options are Persistent

Kits on Demand: Assigning, Editing, and Removing a Kit from a Kit Ship Record

Kit Ship orders can now be created without a kit assigned, so the process of assigning a kit can be done on the Fulfillment Detail page. After assigning the kit, you also have the option to change the kit type or remove the kit from the record.

On the Current Status card of the Kit Ship record, click Assign Kit.
The Assign Kit window appears.
Scan or type the Kit Id, and then click OK. The validation checks if the kit is assigned to the requested customer, is in the Stored status, does not have an open Ship record, matches the kit type requested, matches the kit pool requested, and is not assigned to a patient in the Care Team Portal. An error message appears in red if any of these conditions fail.
The kit is assigned to the record in the In Progress status in both the Care Team Portal and Logistics Portal. The devices of the assigned kit are visible, and a line appears in the kit’s Shipping History card on the Kit Detail page. Also, the action is recorded in the Care Team Portal and Logistics Portal history.

Editing a Kit Type

On the Fulfillment Detail page, the edit icon next to the Kit Type field is visible if there is no kit assigned and the record is in the Ordered or In Progress status. This edit icon opens the Update Kit Type window with all kit types for the current customer. When the kit type is changed, the action is recorded in the Care Team Portal and Logistics Portal history.

Example : Changing a Kit Type on a Kit Ship Record

Removing a Kit

The ability was added to remove the kit assigned to a Kit Ship record, so it can be modified if there is a need to send a different kit. If the record is in the Ordered or In Progress status, a remove icon is visible next to the Kit Id field. This icon opens a confirmation screen to confirm that you want to remove the kit. After selecting this option, the kit returns to the Stored status in the Logistics Portal and the Available status in the Care Team Portal.

The following note will be added to the Logistics Portal history: “Kit 123456 was removed from this record.” The following note will be added to the Care Team Portal history: “Kit 123456 was removed from this record and unassigned from the patient.”

Example : Removing a Kit from a Kit Ship Record

Editing the Logistics Center

The ability was added to change the Logistics center. When the kit moves to Shipped status, this option is no longer available. When the Logistics center is changed, the action is recorded in the Logistics Portal history and the Care Team Portal history.

Example : Editing the Logistics Center

Kits on Demand – Kit Pool Configuration for Request by Kit Type

A kit pool configuration setting was added to control selecting by kit number or kit type, so the new method can be used for specific customers while leaving the existing process for the rest of the customers. The configuration is only available for Logistics Portal users with Vivify Support permissions. This setting is accessible on the Customers page in the Kit Pools area.

Example : Enable Request by Kit Type Configuration Option in the Customers > New Kit Pool Window

If this configuration is enabled, then kits can be assigned by Kit Type.
If this configuration is disabled, then kits can be assigned by Kit Id.

New Kit Ship Complete Reason

A new completion reason was added to Kit Ship records, so support can track when a patient opts out of the program. The new completion reason (Patient declined program) was added to the Complete options for kit ships.

Example 1: Patient Declined Program Complete Reason

EULA Accepted Date – Kit Ship

When a EULA acceptance event is received from the Care Team Portal, the date is populated for both the kit shipping information and fulfillment. When a EULA acceptance event is received, a history note for the EULA event is also created. The Eula Accepted Date column was added to the available columns on the Fulfillment list.

Example 1: EULA Accepted Date Column

Kit Type Support for Reports

Logistics Portal reports now support kit ship records that do not have a kit Id assigned yet. The reports Patient Kit Ship Report, Kit Pickup Report, and Billing Report, all support kit ship records that contain a null kit Id.

Example 1: Reports Support No Kit Id Assigned

Progress Indicator

Visual feedback is provided to let the user know that the portal is attempting to assign the kit to the kit ship order. This loading indicator also appears when the kit ship order details are loading.

Example 1: Loading Progress Indicator

Logistics Portal Ship To Address Updates Based on Care Team Portal

When the shipping info for a kit is updated in the Care Team Portal (see Example), the change is synched to the Logistics Portal and appears in the Ship to Address area (see Example). The changes to the address appear in red, so they can be easily distinguished from the existing address.