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V2 release notes

This topic contains the release notes for V2 of Komodo Care Connect, including V2.0.0, V2.1.0, V2.1.3, V2.1.4, V2.1.5, V2.2.0, and V2.2.1. The release notes are organized into these high-level sections:

  • New features – new features and functionalities released in the new version.

  • Updated features – updated features and functionalities released in the new version.

  • Hotfixes – defects identified in a V2 release that were fixed via hotfix patches.

  • Defect fixes and maintenance – fixed defects and maintenance items within the new version.

  • Metadata changes – changes to the underlying data models, user permissions, or system configurations included within the new version.

  • Required upgrade actions – required actions administrators must take to upgrade to the new version.

  • Required post-upgrade actions – required actions administrators must take after upgrading to the new version.

  • Deprecated and deleted items – components of the product that have been deprecated, removed, or retired from the new version.

To identify if a feature request you made was included in this release, search these release notes or the release note archive for the work item number that Customer Support gave you. The release notes include a work item number for every new feature, updated feature, and defect fix.

As this page is maintained and updated over time to ensure accurate and timely information, Komodo Health recommends referencing the release notes online rather than printing and referencing static versions of the page. The Changelog page lists all notable changes made to this page.

For the release notes from earlier versions of Komodo Care Connect, visit the Archive.

New features

The new release of Komodo Care Connect contains several new features whose functionalities are detailed below. Details about enablement and configuration are included within the product documentation, which will be updated as the release is made available.

V2.0.0 | Document transformation

Documents can now be transformed via Komodo Care Connect's custom transformDocument Lightning Web Component (LWC) and Salesforce's Intelligent Document Automation feature. This means that users can rotate the pages of an uploaded document as well as select specific pages in the document to create a separate file. For product documentation, reference Document transformation.

Related work item(s): PJN-1349

V2.0.0 | Capture consumers through lead patient conversion

Komodo Care Connect now offers the ability for individuals, such as potential patients who wish to learn more about a specific drug or therapy, to express interest in receiving marketing materials about a care program. Information about these consumers is stored in the Lead standard object. These Lead records can then be converted into Person Account (PersonAccount) records. This is generally done by using the Lead Convert Service (PJN_LeadConvertService) Apex class from a flow or the PJN_LeadSearchHdlr custom handler in Account Search. Once converted, the consumers can subsequently be enrolled into educational programs the same way patients are enrolled into therapeutic programs. If a consumer is later diagnosed and/or decides to enroll in a therapeutic program, the consumer will automatically be converted into a patient. For product documentation, reference Educational programs and care plans.

Related work item(s): PJN-1864, PJN-1869, PJN-1879, PJN-1884, PJN-1889, PJN-1981, PJN-2085

V2.0.0 | Electronic prior authorization (ePA)

Komodo Care Connect now enables integrations with external vendors to facilitate the electronic submission and processing of prior authorizations. This new electronic prior authorization (ePA) functionality allows users to submit prior authorization requests and receive updates and results directly within Komodo Care Connect. Prior to having the ePA functionality, case managers and reimbursement specialists had to work with ePA vendor portals and the HCPs who submitted the prior authorizations to track ePA statuses and update Prior Authorization (mvn__PJN_Prior_Authorization__c) records manually. For product documentation, reference Electronic prior authorization (ePA) and Electronic prior authorization (ePA).

Related work item(s): PJN-1973, PJN-2206, PJN-2211, PJN-2472, PJN-2485

V2.0.0 | Override out-of-the-box flows

The Overridable attribute for every flow that Komodo Care Connect ships with has been set to true. This means that users can create custom flows that override (i.e., link to and replace) the out-of-the-box flows from the product. For product documentation, reference Flows.

Related work item(s): PJN-2247

V2.0.0 | Skip out-of-the-box automations

Komodo Care Connect ships with many automations, including triggers, flows, and validation rules. The new Skip KCC Automation (mvn__PJN_Skip_KCC_Automation__c) field on the User object allows specific users to skip the out-of-the-box automations so that the automations do not run during, for example, data migrations. For product documentation, reference Automation.

Related work item(s): PJN-2266

V2.0.0 | Turn on/off features

The new Feature Activation (mvn__Feature_Activation__mdt) custom metadata type allows admin users to turn on and off specific features in the Komodo Care Connect product. For product documentation, reference Feature Activation.

Related work item(s): PJN-2833

V2.1.0 | Template reports

Komodo Care Connect offers template reports to help users gain insight into their programs, care plans, activities, and more. Users can either use the templates out of the box or clone them to create custom reports. For product documentation, reference Reports.

Related work item(s): PJN-2630, PJN-3112, PJN-3113

V2.1.0 | Access Feature Activation Selector class in code

The Feature Activation Selector (FeatureActivationSelector) Apex class is now a global class. This allows admins and developers to check if a feature is enabled on the Feature Activation (mvn__Feature_Activation__mdt) custom metadata type through custom code. For product documentation, reference Feature Activation Selector.

Related work item(s): PJN-3255

V2.1.5 | Komodo Install Service

Komodo Care Connect can now be installed and upgraded via the Komodo Install Service. For product documentation, reference Installs and upgrades.

Related work item(s): PJN-3404

V2.2.0 | Electronic prescription enrollment (eRX)

Integration users from third-party vendors can now enroll patients into care programs with the new electronic prescription enrollment (eRX) feature. This feature introduces the eRX API (PJN_ErxApi) that allows vendors to pass in a JSON payload to submit enrollment information into Komodo Care Connect. This is an alternative approach to manually entering information into the Enrollment Wizard. For product documentation, reference Create a care plan from an eRX API call.

Related work item(s): PJN-3326, PJN-3327, PJN-3328, PJN-3329, PJN-3359, PJN-3453, PJN-3462

V2.2.0 | View product details

Users can now view details about the Komodo Care Connect product, including the version of the product that is currently installed in their Salesforce environment, with the About Komodo Products app. For product documentation, reference Check product details.

Related work item(s): PJN-3415

Updated features

The new release of Komodo Care Connect also contains several improvements and optimizations to existing features and functionalities to better align with customer feedback and provide an enhanced user experience. Unless noted otherwise, all updated features are shipped "off" by default for existing customers and "on" by default for new customers.

V2.0.0 | Additional configuration for automatic activities

Komodo Care Connect now offers two additional attributes that admin users can configure when setting up automatic activity creation. First, admins can now set an Account ID on the activities to relate an Account record with the Case records. The default value is the Account ID on the care plan, which allows the automatic activities to open as subtabs in the patient account. Second, admins can now specify which Case record type they wish the activities to be created as. By default, Case records of the PJN_Activity record type are created. For product documentation, reference Automatic activity creation as well as the Care Plan Activity Service Activity Request Apex class.

Related work item(s): PJN-2136

V2.0.0 | View patient merge status

Users can now receive immediate feedback on whether or not a patient merge has executed successfully. Users can monitor the Status (mvn__PJN_Status__c) field directly on the Data Change Request (mvn__PJN_Result_Message__c) record or in the Patient Merge Tool. For failed patient merge executions, users can also get additional information on the new Result Message (mvn__PJN_Result_Message__c) field on the Data Change Request record. For product documentation, reference Patient Merge Tool and Data Change Request.

Related work item(s): PJN-2150

V2.0.0 | Redesigned permission set framework

The permission set framework in Komodo Care Connect has been redesigned. Previously, Komodo Care Connect shipped with the Komodo Care Connect User (PJN_Health_Cloud_User) permission set group and the KCC - Editable Permissions (PJN_Editable_Permissions) permission set, both of which have been deprecated, to grant a standard user access to the core features of the product. Now, Komodo Care Connect ships with multiple permission set groups and permission sets for specific features and types of users, such as administrators, read-only users, and standard users. For product documentation, reference Users and permissions.

Related work item(s): PJN-2342, PJN-2640, PJN-2900, PJN-3001, PJN-3033, PJN-3260

V2.0.0 | Redesigned Zip To Team functionality

The Zip To Team functionality has been redesigned to be more scalable and configurable for each care program and care team. Previously, the Zip To Team functionality would run and assign case managers based on predefined logic in the non-global Zip To Team Assignment (PJN_ZipToTeamAssignment) Apex class. Specifically, the Zip To Team Assignment Apex class always relied on the physician's enrollment address and the patient's primary address to determine the initial case manager for a patient's care team. Additionally, the Zip To Team Assignment Apex class would only re-run the Zip To Team functionality to update the care team if the Run ZTT Against Enrollment Address (mvn__PJN_Run_ZTT_Against_Enrollment_Address__c) checkbox field on the Care Plan (Case) record was set to true or if the physician on the care plan changed. When the Zip To Team functionality did run again, the case manager was never reassigned.

Both the Zip To Team Assignment Apex class and the Run ZTT Against Enrollment Address checkbox field have since been deprecated and are superseded by the new non-global Zip To Team Handler (PJN_ZipToTeamHdlr) Apex class and the new Run Zip to Team (mvn__PJN_Run_Zip_to_Team__c) picklist field, respectively. Now, the Zip To Team functionality assigns case managers via the Zip To Team Handler Apex class based on the logic you configure. Specifically, the Zip To Team Handler Apex class uses the addresses listed in the new Zip To Team Address Field Paths (mvn__PJN_Zip_to_Team_Address_Field_Paths__c) field on the Program (mvn__PJN_Program__mdt) custom metadata type to determine the case manager for a patient's care team. Additionally, the Zip To Team Handler Apex class does not check for a physician change to evaluate whether or not the Zip To Team functionality can run again. If the Zip To Team functionality runs again, the case manager may or may not be reassigned based on the selected picklist value on the Run Zip to Team field. For product documentation, reference Zip To Team.

Related work item(s): PJN-2510

V2.0.0 | Log failed trigger handlers

The Debug Log (mvn__Debug_Log__c) object now captures any trigger handlers that fail to execute successfully. For each failed trigger handler execution, the Body (mvn__Body__c) field stores the trigger that was called while the Message (mvn__Message__c) field stores the error or warning message. Users are then able to match the log to a trigger handler exception and identify if the stack trace belongs to an error or warning. For product documentation, reference Trigger Dispatcher and Debug Log.

Related work item(s): PJN-2666

V2.0.0 | Configure business hours in Mapping Engine

Admin users can now configure whether or not the Mapping Engine uses the Default Business Hours record when calculating and mapping dates. Previously, the Mapping Engine always used the default business hours to calculate the final date to be stamped on a target field. Now, the Mapping Engine does not use any business hours by default unless configured to do so. For product documentation, reference Mapping Date Formula.

Related work item(s): PJN-2817

V2.0.0 | Reopen Enrollment Wizard from care plans

Users can now reopen the Enrollment Wizard for existing care plans with the new Review Enrollment (PJN_Review_Enrollment) quick action. This allows users to reprocess or update their care plans, such as when users have missing information to enter. For product documentation, reference Enrollment Wizard.

Related work item(s): PJN-2474

V2.1.0 | Check for missing information on any record

Users can now check for fields that are missing information on any record based on the object, record type, and program specified in the new Missing Information Group (mvn__PJN_Missing_Information_Group__mdt) custom metadata type. Previously, users could only check for missing information on Case records, such as a care plan, or Case-related records, like records that a care plan related or looked up to. Additionally, the new Missing Information Configuration (mvn__PJN_Missing_Information_Configuration__mdt) custom metadata type supersedes the deprecated Missing Information Config (mvn__PJN_Missing_Information_Config__mdt) custom metadata type to configure the specific fields that should be checked for missing information. For product documentation, reference Missing information.

Warning

If you are upgrading a previous version of Komodo Care Connect to V2.1.0, make sure you complete the Required post-upgrade actions so that your existing missing information configurations continue to work as expected.

Related work item(s): PJN-2967, PJN-3149

V2.1.0 | Configure Medical History component columns

Admin users are now able to configure the related list columns in the Medical History (pjnMedicalHistory) component. With the new Medical History Component Field Set (mvn__PJN_Medical_History_Component_Field_Set__mdt) custom metadata type, admin users can specify a field set on the Medical History (mvn__PJN_Medical_History__c) object that contains the list of fields to appear as columns for a given tab in the Medical History component. For product documentation, reference Display and configuration.

Related work item(s): PJN-3102

V2.1.0 | Sort optional care plan stages

Admin users can now configure the order in which optional stages appear in the care plan stage library via the new Library Order (mvn__PJN_Library_Order__c) field on the Program Problem (mvn__PJN_Program_Problem__mdt) custom metadata type. Previously, care plan stages were identified as either standard or optional via the Is Standard (mvn__PJN_Is_Standard__c) and Is Library (mvn__PJN_Is_Library__c) checkbox fields, respectively, and were both sorted by the Order (mvn__PJN_Order__c) field. However, if two or more optional stages had the same order value, the order in which they appeared in the stage library became random. Now, standard stages are identified and sorted by the Order field while optional stages are identified and sorted by the Library Order field. This ensures that the order in which optional stages appear in the care plan stage library is more configurable and consistent. For example, if certain stages are both standard and optional, admin users can configure the optional stages in the stage library to be in alphabetical order instead of in the same order as the standard stages in the program journey. This also makes the Is Standard and Is Library checkbox fields extraneous, so they have since been deprecated. For product documentation, reference Care plan details and Program Problem (care plan stages).

Warning

If you are upgrading a previous version of Komodo Care Connect to V2.1.0, make sure you complete the Required post-upgrade actions so that your existing optional program problems continue to appear in the care plan stage library as expected.

Related work item(s): PJN-3141

V2.1.0 | Auto-select member plans for initial coverage investigations

Admin users are now able to configure which member plans are automatically selected for initial coverage investigations with the new Active Indicator Fields (mvn__PJN_Active_Indicator_Fields) field set on the Member Plan (mvn__PJN_Member_Plan__c) object. Previously, only active member plans, or Member Plan records whose Active (mvn__PJN_Active__c) field equals true, would be automatically selected to be included in initial coverage investigations. Now, active member plans are still automatically selected by default, but admin users can modify this criteria by adding or removing fields from the Active Indicator Fields field set. If any field in the field set equals true for a Member Plan record, then the member plan will be automatically selected for the initial investigation. Users can still deselect any of the automatically selected member plans as appropriate before starting the coverage investigation. For product documentation, reference Relate to new coverage investigation.

Related work item(s): PJN-3179

V2.2.0 | Updated care plan components

Several components that display information about a care plan have been updated from Aura components to Lightning Web Components (LWCs). With the update, some of the steps to customize and configure the care plan progress section, the care plan timeline, and the workspace tab label of a Care Plan (Case) record page have also changed.

Warning

If you are upgrading your instance of the Komodo Care Connect product to this latest release, make sure you follow the steps in the V2.2.0 | Post-upgrade actions section below.

Related work item(s): PJN-3247, PJN-3248, PJN-3254, PJN-3262, PJN-3276, PJN-3314, PJN-3317, PJN-3318, PJN-3336, PJN-3400, PJN-3441

Care plan progress section

The care plan progress section shows the progress of a patient's program journey and highlights key information about the patient, the care plan, and/or specific stages in the care plan. In the latest release, the progress bar has become its own entity while the configuration steps to highlight key information have changed. The PJN_CarePlanPath and PJN_CarePlanStatus Aura components have been deprecated and are superseded by the Care Plan Path (pjnCarePlanPath), Care Plan Problem Info (pjnCarePlanProblemInfo), and Care Plan Highlighted Fields (pjnCarePlanHighlightedFields) LWCs. The All Care Plan Setting Field (mvn__PJN_All_Care_Plan_Setting_Field__mdt), CarePlan Path Coaching Setting (mvn__PJN_CarePlan_Path_Coaching_Setting__mdt), and CarePlan Path Keys Setting (mvn__PJN_CarePlan_Path_Keys_Setting__mdt) custom metadata types have also been deprecated while the Care Plan Field Group (mvn__PJN_Care_Plan_Field_Group__mdt) custom metadata type is introduced. All metadata changes are listed in the Metadata changes sections below while the most noteworthy UI/UX changes are detailed in Table 6, “Care plan progress UI/UX changes. For product documentation, reference Highlighted and key fields.

Table 6. Care plan progress UI/UX changes

Komodo Care Connect V2.1.5 and below

Komodo Care Connect V2.2.0 and above

The progress bar, highlighted fields, and key fields are organized together into the PJN_CarePlanPath Aura component. Additional highlighted fields appear vertically in the PJN_CarePlanStatus Aura component.

PSP__CarePlanV1_Auras.png

The progress bar is the standalone Care Plan Path LWC while several highlighted fields and key fields are organized together in the Care Plan Problem Info LWC. Additional highlighted fields appear either vertically or horizontally in the Care Plan Highlighted Fields LWC.

PSP__CarePlanV2_LWCs.png

Users have to scroll horizontally in the progress bar when the care plan stages don't fit inside the width of the progress bar.

PSP__CarePlanV1_ProgressBarScroll.png

Users can click the left and right arrow buttons next to the progress bar when the care plan stages don't fit inside the width of the progress bar.

PSP__CarePlanV2_ProgressBarClick.png

In the progress bar, care plan stages that are completed and care plan stages that were skipped appear the same because they both have check icons.

PSP__CarePlanV1_ProgressBarSkipped.png

In the progress bar, care plan stages that are completed always have check icons but care plan stages that were skipped can either have check icons or skip icons.

PSP__CarePlanV2_ProgressBarSkipped.png
PSP__CarePlanV2_ProgressBarHideSkip.png

In the progress bar, the start, skip, and delete icons always appear if the corresponding fields on the Program Problem metadata record are set to true.

In the progress bar, the start, skip, and delete icons can all be hidden regardless of the corresponding fields on the Program Problem metadata record.

PSP__CarePlanV2_ProgressBarHideAll.png

The confirmation modals that appear when users manually start, skip, and/or delete care plan stages in the progress bar have static colors and messages.

PSP__CarePlanV1_ProgressBarConfirm.png

The confirmation modals have different colors depending on if users are manually starting, skipping, or deleting care plan stages in the progress bar, and the messages can be configured with custom labels.

PSP__CarePlanV2_ProgressBarConfirm.png

Highlighted fields and key fields are defined on the Care Plan Field (mvn__PJN_Care_Plan_Field__mdt) and CarePlan Path Keys Setting (mvn__PJN_CarePlan_Path_Keys_Setting__mdt) custom metadata types, respectively, and can be configured to appear together in the PJN_CarePlanPath Aura component via the CarePlan Path Coaching Setting (mvn__PJN_CarePlan_Path_Coaching_Setting__mdt) custom metadata type.

Highlighted fields are defined on the Care Plan Field (mvn__PJN_Care_Plan_Field__mdt) custom metadata type and grouped by the Care Plan Field Group (mvn__PJN_Care_Plan_Field_Group__mdt) custom metadata type. Key fields are defined as field sets on the Case object.

The All Care Plans subtab is a Visualforce page, and information is configured with the All Care Plan Setting Field (mvn__PJN_All_Care_Plan_Setting_Field__mdt) custom metadata type.

The All Care Plans subtab is a LWC that reuses the progress bar, highlighted fields, and key fields that are configured for the Care Plan Path and Care Plan Problem Info LWCs.



Care plan timeline

The care plan timeline lists the activities in a care plan, as in the Open and All tabs on a Care Plan record page. In the latest release, the PJN_CarePlanTimeline Aura component, the Care Plan Timeline Case (mvn__PJN_Care_Plan_Timeline_Case__mdt) custom metadata type, and the Care Plan Timeline Case Field (mvn__PJN_Care_Plan_Timeline_Case_Field__mdt) custom metadata type have all been deprecated. In their place, the Care Plan Timeline (pjnCarePlanTimeline) component and three fields on the Program (mvn__PJN_Program__mdt) custom metadata type have been introduced. The Program custom metadata fields configure the Case fields that should appear for each activity in the Care Plan Timeline component based on the activity's status. For product documentation, reference Activities.

Table 7. Care plan timeline UI/UX changes

Komodo Care Connect V2.1.5 and below

Komodo Care Connect V2.2.0 and above

Activity fields that appear in the PJN_CarePlanTimeline Aura component are configured individually.

PSP__CarePlanV1_TimelineFields.png

Activity fields that appear in the Care Plan Timeline LWC are configured together as Case field sets based on the activity's status.

PSP_CarePlanV2_TimelineFields.png


Care plan subtab label

The subtab label that appears for any Komodo Care Connect Case Lightning record page, including CarePlan (PJN_CarePlan) and Case Record Page (PJN_Case_Record_Page), uses the Subject value on the corresponding Case record to show the program name instead of the Case number. This was previously enabled by the PJN_CarePlanTab Aura component but is now enabled by the new Case Tab Labeler (pjnCaseTabLabeler) LWC. The PJN_CarePlanTab component has therefore been deprecated. For product documentation, reference Case subtabs.

Missing Information component

The component that lists the fields with missing information has also been updated from an Aura component to a LWC. The PJN_MissingInformation component has been deprecated and is superseded by the Missing Information Component (pjnMissingInformation), which offers additional capabilities described in the V2.2.0 | Request for missing information section below.

V2.2.0 | Request for missing information

Admin users have been able to configure Komodo Care Connect to check for information that is missing, but users did not have a standard process to contact specific individuals to get the missing information. Now, Komodo Care Connect offers a new capability in the Missing Information Component (pjnMissingInformation) that allows users to request for missing information to be submitted and from whom. These requests are captured in the Data Request (mvn__PJN_Data_Request__c) object. Integration users can then check the details of the request and submit the requested information through the new Missing Information Request API (PJN_MissingInformationRequestApi). Every API call made for a Data Request record is subsequently captured in a child Request History (mvn__PJN_Request_History__c) record. For product documentation, reference Request for missing information.

Related work item(s): PJN-2971, PJN-2980, PJN-2991, PJN-3100, PJN-3197, PJN-3199, PJN-3214, PJN-3224, PJN-3245, PJN-3253, PJN-3258, PJN-3323, PJN-3400

Hotfixes

Table 8, “Hotfix items details defects identified in Komodo Care Connect V2 that were fixed via a hotfix patch.

Table 8. Hotfix items

Work item

Description

New behavior

Version affected

Version fixed

PJN-3388

If Zip To Team (ZTT) ran and the case owner of a care plan was the same user as the creator of the care plan, then all of the program problems would be assigned to the user as expected. However, in implementations that used a Private sharing model with the Problem (HealthCloudGA__CarePlanProblem__c) object, if ZTT ran and the case owner of the care plan was not the same user as the creator of the care plan, then none of the program problems would be created or assigned appropriately and an error would be thrown. This was because the non-global Care Plan Selector (PJN_CarePlanSelector) class used with sharing instead of without sharing and caused a sharing rule violation.

The Care Plan Selector class has been updated to use without sharing. This allows ZTT to run and assign program problems to the case owner of the care plan, even if Problem sharing is private and the case owner is not the creator of the care plan, and for the creator of the care plan to still be able to view the program problems.

V2.1.3

V2.1.4

PJN-3392

Fields that were missing information on Case records were not properly listed in the Missing Information (PJN_MissingInformation) Aura component. This was because the non-global Care Plan Missing Information Handler (CarePlanMissingInformationHdlr) class was referencing the Missing Information (PJN_Missing_Information) record type instead of the Care Plan (CarePlan) record type on the Case object.

The Care Plan Missing Information Handler class has been updated to reference the Care Plan record type on the Case object. As a result of this, the steps to configure which fields on Care Plan records should be checked for missing information and which Case fields should appear in the Missing Information component have also been updated. For more information on how to check for missing information on care plans, reference Configure Komodo Care Connect V2.1.0 and above.

V2.1.0

V2.1.4

PJN-3402

The Enrollment Wizard could not be closed after a user selected a care program and clicked Create Care Plan to enroll a patient into a care plan. Even if the user clicked either the X icon in the top right corner or the Cancel button in the bottom left corner, the Enrollment Wizard would remain open.

Users can continue to use both the X icon and the Cancel button to close the Enrollment Wizard after a care plan is created.

V2.1.4

V2.1.5

PJN-3475

If users clicked on the Additional Activities link in the Care Plan Timeline (PJN_CarePlanTimeline) Aura component, the following error message would appear: "Something went wrong. Please contact your system administrator: Program Problem Developer Name cannot be null."

In V2.2.0, the Care Plan Timeline (PJN_CarePlanTimeline) Aura component was replaced with the Care Plan Timeline (pjnCarePlanTimeline) Lightning Web Component. When users clicked Additional Activities, the error message no longer appeared and the focused (i.e., blue) stage in the care plan progress bar became deselected (i.e., white). In V2.2.1, users can no longer click on Additional Activities because it is not associated with any program problem. Users can continue to click the names of the other stages in the Activity and Open tabs to select them in the care plan progress bar.

V2.1.5

V2.2.0, V2.2.1

PJN-3489

Some field values on the Care Plan Problem Info (pjnCarePlanProblemInfo) Lightning Web Component always appeared as a dash (-) regardless of the actual value of the field referenced by the Field API Name (mvn__PJN_Field_API_Name__c) field on the Care Plan Field (mvn__PJN_Care_Plan_Field__mdt) metadata record.

The issue occurred because some Care Plan (Case) and Problem (HealthCloudGA__CarePlanProblem__c) fields were not selected and therefore had null values when referenced. All of the fields on the Care Plan and Problem objects are now selected, and their values will appear on the Care Plan Problem Info LWC as expected.

V2.2.0

V2.2.1

PJN-3493

Integration users for the electronic prescription enrollment (eRX) feature were missing some of the necessary permissions to use the feature. They were missing read access to several objects with the KCC - Feature - eRx Integration User (PJN_KCC_Feature_eRx_Integration_User) permission set and were unable to be assigned the Health Cloud Standard permission set because it grants them extraneous access to Visualforce pages.

The KCC - Feature - eRx Integration User permission set has been updated to grant integration users read access to all of the required objects for the eRX feature. Steps have also been added to this documentation to instruct system admins on how to set up and configure integration users for both the eRX feature and the request for missing information feature, including how to clone, modify, and assign the Health Cloud Standard permission set for eRX without permission conflicts. For more information, reference the Create a new integration user.

V2.2.0

V2.2.1

PJN-3496

When the Account Search Country Default feature was activated, the Country field in Account Search only defaulted to the user's country once every time the Account Search loaded. For example, if a user opened the Account Search tab, the Country field would be populated, but if the user then searched for and created a new physician account and navigated back to the original Account Search tab, the Country field would become blank. Similarly, if a user opened Account Search from a Request (Case) record, the Country field would be populated for the Patient search, but if the user then searched for and selected a patient and progressed to the Caregiver search, the Country field would be blank. The Country value would only be populated with the user's country again if the user refreshed the Account Search page.

Account Search has been updated to restore any default values after an account is selected or created and after all of the fields have been cleared.

V2.2.0

V2.2.1

PJN-3502

The KCC - Read Only - Account Management (PJN_Read_Only_Account_Management) and KCC - Read Only - Events (PJN_Read_Only_Events) read-only permission sets contained edit access to several fields on the Account, Contact Information (mvn__PJN_Contact_Information__c), and Event (mvn__PJN_Event__c) objects.

Edit access to the Account, Contact Information, and Event fields that read-only users do not need to use Komodo Care Connect have been removed.

V2.2.0

V2.2.1



Defect fixes and maintenance

Table 9, “Fixed items details defects and maintenance items identified in V1, including V1.0.1, V1.1.0, V1.2.0, V1.3.0, and V1.3.1 that were fixed in V2, including V2.0.0, V2.1.0, and V2.2.0.

Table 9. Fixed items

Work item

Description

New behavior

Version fixed

PJN-2141

Users who only had permissions to either the PJN_Materials_Order record type or the PJN_SP_Triage record type would run into an error when creating a Fulfillment Request (mvn__PJN_Fulfillment_Request__c) record.

Users who have permissions to at least one of the two custom Fulfillment Request record types that Komodo Care Connect provides out of the box can now create fulfillment requests without error.

V2.0.0

PJN-2166, PJN-2240

A PMD scan identified several internal errors in the non-global Apex classes that build care teams.

The Apex classes have been refactored. Additionally, two new Trigger Handler Setting (mvn__PJN_Trigger_Handler_Setting__mdt) metadata records have been introduced and a previously deprecated Case Field Configuration (mvn__PJN_Case_Field_Configuration__mdt) custom metadata field has been added back. For the specific metadata changes, reference Table 22, “New custom metadata records and Table 21, “New custom metadata fields.

V2.0.0

PJN-2782

The Account object contained fields that were not actively used as part of Komodo Care Connect.

The fields were extraneous and have been removed. For the list of fields, reference Table 35, “Deleted object fields.

V2.0.0

PJN-2783

The Contact Information (mvn__PJN_Contact_Information__c) object contained fields that were not actively used as part of Komodo Care Connect.

PJN-2787

Users with the KCC - Read Only - Activities (PJN_Read_Only_Activities) permission set were able to see and click the Close Case (PJN_Close_Case) button on the out-of-the-box Case Record Page (PJN_Case_Record_Page). This meant that users with read-only permissions on activities were able to close activities and requests.

Users must now be assigned the new Show Close Case Button (PJN_Show_Close_Case_Button) custom permission to see and click the Close Case button on the out-of-the-box Case Record Page to close activities and requests.

V2.1.0

PJN-2810

The Care Plan (Case) object contained thirteen unique references to other objects. This meant that customers were only able to add two more object references before they hit Salesforce's limit of 15 object references. For more information about Salesforce's object reference limit, reference Salesforce's article on Error 'Maximum of 15 object references on Object Name...' when you create a formula.

Several formula fields on the Care Plan object were extraneous or not actively used as part of Komodo Care Connect and have been removed. Customers are now able to add up to six more object references on the Care Plan object. For the list of fields, reference Table 35, “Deleted object fields.

V2.0.0

PJN-2872

Account Search threw an error if users did not enter at least two search parameters.

Account Search no longer requires or enforces a minimum number of search parameters.

Note

In Komodo Care Connect V2.1.0, the redesigned Account Search requires at least one search parameter.

V2.0.0

PJN-3024

Users who clicked the View Account Hierarchy (Salesforce_Hierarchy120Icon.png) icon on Business Account record pages received the following error message: "Can’t display account hierarchy. Ask your Salesforce admin to use the Object Manager to choose account hierarchy columns."

The View Account Hierarchy icon was not actively used as part of Komodo Care Connect and has been hidden. In Account Settings, the Show View Hierarchy link on account pages checkbox is now set to false by default.

V2.1.0

PJN-3061

Users who tried to close multiple activities under a single stage in the same transaction would be thrown an error message that said, "System.ListException: Before Insert or Upsert list must not have two identically equal elements."

Activities in the same stage can now be closed in bulk without errors.

V2.0.0

PJN-3092

Users were able to add any Member Plan (mvn__PJN_Member_Plan__c) record to an existing Coverage Investigation Item (mvn__PJN_Coverage_Investigation_Item__c) record, even if the member plan was for a different patient than the coverage investigation item.

A validation rule has been added to the Member Plan (mvn__PJN_Member_Plan__c) field on the Coverage Investigation Item object. Users are now only allowed to select and add member plans that are under the same care plan as the parent Coverage Investigation (mvn__PJN_Coverage_Investigation__c) record of the coverage investigation item.

V2.1.0

PJN-3097

Admin users had to manually assign the Health Cloud Admin (HealthCloudGA__HealthCloudAdmin) permission set to themselves as well as assign the Aura-Enabled Apex Class Access for Health Cloud (HealthCloudGA__HealthCloudApexAuraAccess) permission set to both themselves and all other Komodo Care Connect users.

The Health Cloud Admin permission set has been added to the MVN Admin (MVN_Admin) permission set group while the Aura-Enabled Apex Class Access for Health Cloud permission set has been added to both the MVN Read Only User (MVN_Read_Only_User) permission set group and the MVN User (MVN_User) permission set group.

V2.1.0

PJN-3098

Users were missing access to certain object fields and record types.

The permission sets and permission set groups have been updated accordingly. For the list of modifications, reference the Permissions section below.

V2.1.0

PJN-3103

The Medical History flexipage (Medical_History_Record_Page) was set as the org default for Medical History (mvn__PJN_Medical_History__c) record pages.

The Medical History flexipage is no longer set as the org default for Medical History record pages and is now assigned at the app, record type, and profile levels instead.

V2.1.0

PJN-3127

Every time a user clicked either the Account Search button or the Review Enrollment quick action on a Case record page, a loading modal would briefly appear before a separate instance of Account Search or the Enrollment Wizard opened in a new subtab.

The Account Search and Review Enrollment quick actions now launch Account Search and the Enrollment Wizard, respectively, without displaying a modal first. Additionally, only one Account Search and one Enrollment Wizard subtab will open for each Case record.

V2.1.0

PJN-3140

Both the Show in Primary Results (mvn__PJN_Show_in_Primary_Results__c) field and the Search Results Order (mvn__PJN_Search_Results_Order__c) field on the Field Setting (mvn__PJN_Field_Setting_mdt) custom metadata type configured which Account and Contact Information (mvn__PJN_Contact_Information__c) fields appeared as columns in the Account Search search results table.

The Show in Primary Results field was extraneous and has been deprecated. Account Search does not distinguish between "primary" and "secondary" results, and fields that should not appear as columns in the search results table should have an empty Search Results Order value.

V2.1.0

PJN-3160

When a care plan stage was canceled, all of its open activities would also be canceled, but upcoming activities that have not yet started for the stage would then open. In other words, when the Status (mvn__PJN_Status__c) field on a Problem (HealthCloudGA__CarePlanProblem__c) record was set to Cancelled, the Status (Status) field on all related Activity (Case) records would change from Open to Cancelled as expected. However, new Activity records would still be created for the upcoming activities in the stage and their Status value would subsequently be Open.

If a Problem record has a Status value of Closed or Cancelled, no Activity records will be created for any of the upcoming activities because there should not be any open activity for a closed or canceled care plan stage.

V2.1.0

PJN-3161

If the Contact Information (PJN_ContactInformation) component encountered an error while creating a new Contact Information (mvn__PJN_Contact_Information__c) record, the modal would load endlessly and not display any error messages. The modal would only close if the user refreshed the page.

The Contact Information component now handles errors appropriately. The modal does not get stuck on a loading screen and can show error messages to users.

V2.1.0

PJN-3212

A backend method was executing SOQL queries even when it was known or could be easily determined that the queries would not return any results.

The backend method has been refactored to ensure that SOQL queries do not execute when no results will be returned, such as when the filter parameters are null or empty. A new field on the Case object has been introduced as part of the refactoring. For more information, reference Table 31, “New object fields below.

V2.1.0

PJN-3215

Admin users did not have access to the Zip to Team (mvn__PJN_Zip_To_Team__c) object and fields and therefore could not configure the Zip to Team functionality.

A new permission set, KCC - Admin - Zip to Team (PJN_Admin_Zip_to_Team), has been created and added to the MVN Admin (MVN_Admin) permission set group. This permission set grants admin users access to the Zip to Team object and fields and therefore the ability to configure Zip to Team records.

V2.1.0

PJN-3218

If a user deleted a stage from a care plan, the stage would be removed from the care plan progress bar but an "A Component Error has occurred!" error modal would open.

The error modal no longer appears when a user deletes a stage from a care plan.

V2.1.0

PJN-3290, PJN-3322

If an object did not have any record types and was configured to be checked for missing information, an error would appear on the record page containing the Missing Information component.

The Record Type (mvn__PJN_Record_Type__c) field on the Missing Information Group (mvn__PJN_Missing_Information_Group__mdt) custom metadata type is no longer a required field, and record types are no longer queried on objects without them.

V2.2.0

PJN-3364

When a user finished enrolling a patient into a care plan from a Request (Case) record and then clicked Account Search again on the same Request record page, the user could enroll the patient into another care plan by clicking Enroll <patient name> into a new care plan in the Care Plan tab.

Users can only enroll patients into one care plan from a request. If a user finishes enrolling a patient into a care plan from a request and then clicks Account Search on the same Request record page, a message will appear in the Care Plan tab that indicates a care plan has already been created from the request.

V2.2.0

PJN-3394

Users who were assigned the KCC - User - Activities (PJN_User_Activities) permission set but not the KCC - User - Care Plan (PJN_User_Care_Plan) permission set were unable to see the Close Case button on Activity (Case) records. This prevented users from closing activities.

Visibility and access to the Close Case button has been moved from the KCC - User - Care Plan permission set to the KCC - User - Activities permission set. Users assigned with the latter can now close activities; users do not need to be assigned with the former to see the button.

V2.2.0

PJN-3417

Admin users frequently hid the Last 4 of SSN (mvn__PJN_Last_4_of_SSN__c) field on the Account object from appearing in the Komodo Care Connect interface and therefore prevented the field from being used.

The Last 4 of SSN field was extraneous and has been deprecated.

V2.2.0

PJN-3426

When installing Komodo Care Connect into an empty Salesforce environment with the Komodo Install Service, the mvn-docusign-oneclick-toolkit package appeared then disappeared from the installation page.

The mvn-docusign-oneclick-toolkit package disappeared because it can only be installed in Salesforce environments that have the DocuSign App Launcher package, which empty Salesforce environments might not have. The Komodo Install Service has been updated so that both packages are now optional and no longer dependent on one another. However, if customers try to install the the mvn-docusign-oneclick-toolkit package into a Salesforce environment that does not already have the DocuSign App Launcher package and do not select the DocuSign App Launcher step, then the mvn-docusign-oneclick-toolkit step will fail.

V2.2.0

PJN-3452

When an Activity (Case) record is a child of a Care Plan (Case) record, the Program DeveloperName (mvn__PJN_Program_DeveloperName__c) field populated automatically, but the Program (mvn__PJN_Program__c) lookup field remained blank.

Both the Program DeveloperName field and the Program field on child activities of care plans are now populated automatically.

Note

This only applies to child activities that are created and/or added to a care plan after upgrading to Komodo Care Connect V2.2.0. You will still have to manually populate the Program field for existing child activities of care plans, as desired.

V2.2.0

PJN-3454

Users who did not have permission to create accounts of certain Account record types were able to do so in Account Search.

Users are no longer able to use Account Search to create accounts of Account record types they do not have access to. If a user clicks the All tab in Account Search and then tries to create a new Account record, the user will only be shown the record types that they have permission to create from. Additionally, if a user clicks the tab of a record type they cannot create accounts with, the Create New Account button will be disabled.

V2.2.0



Metadata changes

The following subsections capture the changes against entities in key areas of Komodo Care Connect that have been introduced in the latest release. This list is not exhaustive, as it does not contain changes that are internal to the application and that are not exposed to customers for customization, extension, or integration.

Apex class changes are listed in the tables below:

Table 10. New Apex classes

Work item(s)

Apex class

Version added

PJN-1869

PJN_LeadConvertService

PJN_LeadConvertService.LeadConvertRequest

V2.0.0

PJN-1973, PJN-2206, PJN-2211, PJN-2472, PJN-2485

PJN_EpaRequest

PJN_EpaResponse

PJN_EpaVendorApiIntf

V2.0.0

PJN-3255

FeatureActivationSelector

V2.1.0



Table 11. New Apex methods

Work item(s)

Apex class

Method(s)

Version added

PJN-1879

PJN_AccountSearchRequest

getAccountRecordTypeNames()

setAccount(account)

setAccountRecordTypeNames(accountRecordTypeNames)

setContactInfo(contactInfo)

setIsPersonSearch(isPersonSearch)

V2.0.0

PJN_AccountSearchResult

getAccountExternalId()

getContactInfoByRecTypeId()

V2.0.0

PJN-3079

PJN_AccountSearchResult

getAdditionalData(key)

setAdditionalData(key, additionalDataString)

V2.1.0



Table 12. Modified Apex classes

Work item(s)

Apex class

Modification description

Version modified

PJN-2136

PJN_CarePlanActivityService.ActivityRequest

The Apex class added the parentAccountId and recordTypeDeveloperName properties as invocable variables and added the setParentAccountId(Id parentAccountId) and setRecordType(String recordTypeDeveloperName) global methods.

V2.0.0



Table 13. Deprecated Apex methods

Work item(s)

Apex class

Method

Description

Version deprecated

PJN-2906

PJN_AccountSearchResult

getContactInfoByRecTypeId()

This method returns a list of Contact Information (mvn__PJN_Contact_Information__c) records mapped to their Contact Information record type ID.

V2.1.0



API changes are listed in the table below:

Table 14. New APIs

Work item(s)

API

Version added

PJN-2980

PJN_MissingInformationRequestApi

V2.2.0

PJN-3359

PJN_ErxApi

V2.2.0



Aura component changes are listed in the tables below:

Table 15. New Aura components

Work item(s)

Aura component

Version added

PJN-2967

PJN_MissingInformation

V2.1.0



Table 16. Deprecated Aura components

Work item(s)

Aura component

Description

Version deprecated

PJN-2967

PJN_CaseMissingInformation

The component that listed all of the fields on a Case or Case-related record that were missing information.

V2.1.0

PJN-3247, PJN-3248, PJN-3314, PJN-3336

PJN_CarePlanPath

The component that showed the progress bar, the key fields, and certain highlighted fields for a care plan.

V2.2.0

PJN_CarePlanStatus

The component that showed certain highlighted fields for a care plan.

PJN_CarePlanTab

The component that replaced the Case number with the program name as the Case workspace tab label.

PJN_CarePlanTimeline

The component that listed activities on a care plan.

PJN-3400

PJN_MissingInformation

The component that listed the fields with missing information.

V2.2.0



Custom label changes are listed in the tables below:

Table 17. New custom labels

Work item(s)

Custom label

Version added

PJN-1349

Transform_Document_Checklist_Name

Transform_Document_Checklist_Status

Transform_Document_No_Found

Transform_Document_Priority

V2.0.0

PJN-1879

PJN_Lead_Search_View_Lead

PJN_Lead_Search_Select_Lead

V2.0.0

PJN-2911, PJN-2904, PJN-2907, PJN-2909, PJN-2913, PJN-2915, PJN-3072, PJN-3117

PJN_Account_Search_Business_Accounts_Tab

PJN_Account_Search_Cannot_Search

PJN_Account_Search_Clear_Form

PJN_Account_Search_Create_New_Account

PJN_Account_Search_New_Account_Cancel

PJN_Account_Search_New_Account_Header

PJN_Account_Search_New_Account_Select_Record_Type

PJN_Account_Search_New_Contact_Info_Header

PJN_Account_Search_New_Contact_Info_Record_Type

PJN_Account_Search_No_Results_Found

PJN_Account_Search_Person_Accounts_Tab

PJN_Account_Search_Results_Header

PJN_Account_Search_Search_Button

PJN_Add

PJN_Address_Search

PJN_Address_Selector_Sub_Header_Plural

PJN_Address_Selector_Sub_Header_Singular

PJN_Cancel

PJN_Case_Account_Search_Attach_Case_or_Enroll

PJN_Case_Account_Search_CarePlan_Needs_Patient

PJN_Case_Account_Search_Enroll_Patient

PJN_Case_Account_Search_Enroll_Patient_In_CarePlan

PJN_Case_Account_Search_Enroll_X_in_CarePlan

PJN_Case_Account_Search_Enrollment_Address

PJN_Case_Account_Search_No_Physician

PJN_Case_Account_Search_Open_Enrollment_Wizard

PJN_Case_Account_Search_Patient_CarePlan_Count_Plural

PJN_Case_Account_Search_Patient_CarePlan_Count_Singular

PJN_Case_Account_Search_Phy_Enr_Address

PJN_Case_Account_Search_Previous_Step

PJN_Create_A_New_Address_Button

PJN_Create_Address_For_X

PJN_Create_Address_Saving

PJN_Delete

PJN_File_Viewer_Current_File

PJN_File_Viewer_No_Files

PJN_File_Viewer_Select_File

PJN_No_blank_Selected

PJN_No_Enrollment_Address_Provided

PJN_Physician_Enrollment_Address_Action

PJN_Save

PJN_Skip_Enrollment_Address

V2.1.0

PJN-2967

PJN_Missing_Info_Group_Not_Found

V2.1.0

PJN-2981, PJN-2980, PJN-2991, PJN-3100, PJN-3197, PJN-3199, PJN-3214, PJN-3224, PJN-3237, PJN-3245, PJN-3253, PJN-3258, PJN-3287, PJN-3323

PJN_Data_Request_Has_Been_Closed

PJN_Data_Request_Has_Been_Completed

PJN_Data_Request_No_Care_Plan

PJN_Data_Request_No_Care_Program

PJN_Data_Request_No_Patient

PJN_Data_Request_Past_Expiraton_Date

PJN_Missing_Info_Required_Data_Missing

PJN_Missing_Info_Required_Query_Fields_Are_Missing

PJN_Missing_Information_Bad_JSON

PJN_Missing_Information_Data_Request_Completed

PJN_Missing_Information_Data_Request_Created

PJN_Missing_Information_Data_Request_Has_Expired

PJN_Missing_Information_Data_Request_Successfully_Created

PJN_Missing_Information_Data_Type_Is_Not_Supported

PJN_Missing_Information_Empty_Request_Body

PJN_Missing_Information_Error_Care_Program_Not_Found

PJN_Missing_Information_Error_Program_Not_Found

PJN_Missing_Information_Error_Source_Object_Lookup_Not_Found

PJN_Missing_Information_Invalid_UUID

PJN_Missing_Information_Modal_Request_Header

PJN_Missing_Information_No_Access_To_Field

PJN_Missing_Information_No_Access_To_Object

PJN_Missing_Information_No_Program_Identified

PJN_Missing_Information_Request_Form_Data_For_Patient

PJN_Missing_Information_Request_Form_Title

PJN_Missing_Information_Request_From_Expiration_Datepicker_Label

PJN_Missing_Information_Request_From_Picklist

PJN_Missing_Information_Request_From_Picklist_No_Personas_Available

PJN_Missing_Information_Request_From_Picklist_Select_Entity

PJN_Missing_Information_Request_Info_Button

PJN_Missing_Information_Request_Invalid_Field_Type

PJN_Missing_Information_Request_Missing_Fields

PJN_Missing_Information_Request_Successful_Message_POST

PJN_Missing_Information_Send_Request_Button

PJN_Missing_Information_Source_Record_Does_Not_Exist

PJN_Missing_Information_User_Has_No_Access

PJN_No_Data_Request_For_Uuid

PJN_Request_History_Status_Error

PJN_Request_History_Status_Success

PJN_Request_History_Status_Success_Message_GET

PJN_Request_History_Status_Success_Message_POST

PJN_Security_Invalid_Object_Name

V2.2.0

PJN-3254

PJN_Care_Plan_UI_Add_Program_Problem_Confirm

PJN_Care_Plan_UI_Problem_Remove_Confirm

PJN_Care_Plan_UI_Problem_Skip_Confirm

PJN_Care_Plan_UI_Problem_Start_Confirm

V2.2.0

PJN-3359, PJN-3453, PJN-3455

PJN_eRx_Care_Plan_External_Id_Not_Set

PJN_eRx_Care_Plan_Lookup_Not_Found

PJN_eRx_Developer_Name_JSON_Key_Blank_Errors

PJN_eRx_Empty_Request_Body_Error

PJN_eRx_Enrollment_Data_Already_Set

PJN_eRx_Enrollment_Submitted_Successfully

PJN_eRx_Field_Not_Found_Error

PJN_eRx_Field_Or_Length_Value_Cannot_Be_Validated_If_Null

PJN_ERx_Incorrect_JSON_Error

PJN_eRx_Internal_Server_Error

PJN_eRx_Invalid_Length_Or_Regex_Error_For_Field

PJN_eRx_Invalid_Regex_Error_For_Field

PJN_eRx_No_Data_Use_Purpose_Found

PJN_eRx_Object_Configuration_Not_Found

PJN_eRx_Patient_Object_Required

PJN_eRx_Product_Not_Found_For_NDC

PJN_eRx_Record_Type_Not_Found_Error

PJN_eRx_Too_Many_Additional_Objects_Error

PJN_eRx_Value_Missing_For_Required_Field

PJN_eRx_Vendor_Program_Enrollment_Date_Required

PJN_eRx_VendorId_Already_Set

PJN_Invalid_Field_Type

V2.2.0

PJN-3364

PJN_Account_Search_Case_Has_Care_Plan

V2.2.0

PJN-3454

PJN_Account_Search_No_Permissions_Create_Selected_Acct_Record_Type

V2.2.0



Table 18. Modified custom labels

Work item(s)

Custom label

Modification description

Version modified

PJN-2904

PJN_Account_Search_No_Search_Terms_Message

The value was updated from Please, provide at least 2 search terms to Please provide at least 1 search term.

V2.1.0



Table 19. Deprecated custom labels

Work item(s)

Custom label

Category

Description

Value

Version deprecated

PJN-2946

PJN_New_Account_Add_Contact_Info_Card

EnrollmentWizard

Add Contact Information Card

Add Contact Information

V2.1.0

PJN_New_Account_Back_Button

EnrollmentWizard

New Account Back Button

Cancel

PJN_New_Account_Contact_Information_Title

EnrollmentWizard

New Account Contact Information Title

Contact Information

PJN_Select_Care_Plan_Button

AccountSearch

Select Care Plan Button

Create New Enrollment

PJN_Select_Care_Plan_Explanation_Text

AccountSearch

Select Care Plan Explanation Text

If related to an existing enrollment, select the corresponding Care Plan.

PJN_Select_Record_Type

AccountSearch

Select a Record Type

Select a Record Type



Custom metadata type changes are listed in the tables below:

Table 20. New custom metadata types

Work item(s)

Custom metadata type

Version added

PJN-1879

mvn__PJN_Lead_Mapping_Field__mdt

V2.0.0

PJN-1973, PJN-2206, PJN-2211, PJN-2472, PJN-2485

mvn__PJN_Epa_Field_Mapping__mdt

V2.0.0

PJN-2833

mvn__Feature_Activation__mdt

V2.0.0

PJN-2927, PJN-2928, PJN-3236

mvn__PJN_Account_Search_Additional_Filters__mdt

V2.1.0

PJN-2967

mvn__PJN_Missing_Information_Configuration__mdt

mvn__PJN_Missing_Information_Group__mdt

V2.1.0

PJN-3102

mvn__PJN_Medical_History_Component_Field_Set__mdt

V2.1.0

PJN-3248

mvn__PJN_Care_Plan_Field_Group__mdt

V2.2.0

PJN-3326

mvn__PJN_eRX_Field__mdt

mvn__PJN_eRX_Object__mdt

mvn__PJN_eRX_Vendor__mdt

V2.2.0



Table 21. New custom metadata fields

Work item(s)

Custom metadata type

Field

Version added

PJN-1879

mvn__PJN_Account_Type_Setting__mdt

mvn__PJN_Supplemental_Acct_Search_Rec_Types__c

V2.0.0

PJN-2166, PJN-2240

mvn__PJN_Case_Field_Configuration__mdt

mvn__PJN_Delete_Care_Team_Role_on_change__c

V2.0.0

PJN-2510

mvn__PJN_Program__mdt

mvn__PJN_Zip_to_Team_Address_Field_Paths__c

V2.0.0

PJN-2991, PJN-3100, PJN-3214

mvn__PJN_Missing_Information_Configuration__mdt

mvn__PJN_Is_Requestable__c

V2.2.0

mvn__PJN_Missing_Information_Group__mdt

mvn__PJN_Is_Requestable__c

mvn__PJN_Source_Object_Lookup__c

PJN-3141

mvn__PJN_Program_Problem__mdt

mvn__PJN_Library_Order__c

V2.1.0

PJN-3247, PJN-3248, PJN-3262

mvn__PJN_Care_Plan_Field__mdt

mvn__PJN_Care_Plan_Field_Group__c

V2.2.0

mvn__PJN_Program__mdt

mvn__PJN_Care_Plan_Field_Group__c

mvn__PJN_Default_Key_Fields_Fieldset__c

mvn__PJN_Default_Key_Fields_Number_of_Columns__c

mvn__PJN_Timeline_Cancelled_Fieldset__c

mvn__PJN_Timeline_Closed_Fieldset__c

mvn__PJN_Timeline_Open_Fieldset__c

mvn__PJN_Program_Problem__mdt

mvn__PJN_Care_Plan_Field_Group__c

mvn__PJN_Key_Fields_Fieldset__c

mvn__PJN_Key_Fields_Number_of_Columns__c



Table 22. New custom metadata records

Work item(s)

Custom metadata type

Metadata record name

Version added

PJN-1879, PJN-2085

mvn__PJN_Case_Field_Configuration__mdt

PJN_Consumer

V2.0.0

HealthCloudGA__IndividualRecordTypeMapper__mdt

PJN_Patient_Person_Account

V2.0.0

mvn__Interface_Handler__mdt

Lead_Consumer_Search

V2.0.0

PJN-1884

mvn__PJN_Trigger_Handler_Setting__mdt

PJN_After_Insert_Account_Conversion

PJN_After_Update_Account_Conversion

V2.0.0

PJN-2166, PJN-2240

mvn__PJN_Trigger_Handler_Setting__mdt

PJN_After_Insert_Case_Relationships

PJN_After_Update_Case_Relationships

V2.0.0

PJN-2817

mvn__Feature_Activation__mdt

Mapping_Engine_Business_Hours

V2.0.0

PJN-2837

mvn__Feature_Activation__mdt

PJN_Account_Search_Country_Default

V2.0.0

PJN-2927, PJN-2928, PJN-3236

mvn__Feature_Activation__mdt

PJN_Account_Search_Additional_Filters

V2.1.0

PJN-2971

mvn__Feature_Activation__mdt

PJN_Request_Missing_Information

V2.2.0

PJN-3102

mvn__PJN_Medical_History_Component_Field_Set__mdt

PJN_Allergy

PJN_Concurrent_Medication

PJN_Vaccination

V2.1.0

PJN-3258

mvn__PJN_Trigger_Handler_Setting__mdt

PJN_After_Insert_Missing_Info_Obj_Update

V2.2.0



Table 23. Modified custom metadata records

Work item(s)

Custom metadata type

Metadata record name

Modification description

Version modified

PJN-1879, PJN-2085

HealthCloudGA__IndividualRecordTypeMapper__mdt

Person_Account

The Account record type has been changed from PJN_Patient to PersonAccount.

V2.0.0

mvn__Interface_Handler__mdt

Demo_Account_Search

The metadata record has been renamed from Account_Search to Demo_Account_Search while the Sequence value has been increased to 2.

V2.0.0

PJN-2510

mvn__PJN_Trigger_Handler_Setting__mdt

PJN_Before_Insert_Zip_to_Team

The Class value has been changed from mvn.PJN_ZipToTeamAssignment to mvn.PJN_ZipToTeamHdlr.

V2.0.0

PJN_Before_Update_Zip_to_Team

PJN-3117

mvn__PJN_New_Contact_Info_Fields_Setting__mdt

PJN_Country

The Order value has been changed from 40 to 5.

V2.1.0

PJN-3140

mvn__PJN_Field_Setting__mdt

PJN_Person_Account_Email

The Search Results Order value of 30 has been removed.

V2.1.0

PJN_Person_Account_Phone

The Search Results Order value of 40 has been removed.

PJN_Physician_Account_Fax

The Search Results Order value of 55 has been removed.

PJN_Staff_Account_Fax

The Search Results Order value of 55 has been removed.



Table 24. Deprecated custom metadata types

Work item(s)

Custom metadata type

Description

Version deprecated

PJN-2967

mvn__PJN_Missing_Information_Config__mdt

Checks the fields in a given care plan to determine if the care plan is missing information.

V2.1.0

PJN-3262, PJN-3314

mvn__PJN_All_Care_Plan_Setting__mdt

Defines the information displayed in the All Care Plans subtab.

V2.2.0

mvn__PJN_All_Care_Plan_Setting_Field__mdt

Defines which fields will be displayed in the All Care Plans subtab and the order in which they appear.

mvn__PJN_Care_Plan_Timeline_Case__mdt

Defines the icons that appear in the care plan activity timeline for the different activity types or statuses of a given program.

mvn__PJN_Care_Plan_Timeline_Case_Field__mdt

Defines the fields that appear in the care plan activity timeline for each Care Plan Timeline Case (mvn__PJN_Care_Plan_Timeline_Case__mdt) metadata record based on the activity type or status.

mvn__PJN_CarePlan_Path_Coaching_Setting__mdt

Manages the guidance information and key fields for a given program problem (stage) and care plan.

mvn__PJN_CarePlan_Path_Keys_Setting__mdt

Defines the key fields that appear in the care plan progress section of a Care Plan (Case) record page for a program problem (stage).



Table 25. Deprecated custom metadata fields

Work item(s)

Custom metadata type

Field

Description

Version deprecated

PJN-3140

mvn__PJN_Field_Setting__mdt

mvn__PJN_Show_in_Primary_Results__c

When set to true, the field appears in the main row of the search results. When set to false, the field is hidden from the search results.

V2.1.0

PJN-3141

mvn__PJN_Program_Problem__mdt

mvn__PJN_Is_Library__c

When set to true, the program problem is available as an optional stage in the stage library. Optional stages can be manually added to a patient’s journey.

V2.1.0

mvn__PJN_Is_Standard__c

When set to true, the program problem should be included in the patient's default journey when the patient is enrolled and their care plan is created.

PJN-3441

mvn__PJN_Care_Plan_Field__mdt

mvn__PJN_CarePlan_Path_Coaching_Setting__c

The related CarePlan Path Coaching Setting (mvn__PJN_CarePlan_Path_Coaching_Setting__mdt) metadata record. If the guidance information should appear outside the context of a care plan stage, leave this blank.

V2.2.0



Table 26. Deprecated custom metadata records

Work item

Custom metadata type

Metadata record name

Version deprecated

PJN-3417

mvn__PJN_Field_Setting__mdt

PJN_Patient_Account_Last_4_SSN

V2.2.0

mvn__PJN_New_Account_Fields_Setting__mdt

PJN_Patient_Account_Last_4_SSN



Flow changes are listed in the tables below:

Table 27. New flows

Work item(s)

Flow

Version added

PJN-3224

KCC - Scheduled Update Status for Expired Data Requests

KCC - Update Status for Expired Data Requests

V2.2.0



Table 28. Modified flows

Work item(s)

Flow

Modification description

Version modified

PJN-2247

mvn__PJN_Assistance_Program_PJN_Before_Create_Update

mvn__PJN_Consent_After_Create_Update

mvn__PJN_Contact_Information_Before_Create_Update

mvn__PJN_Event_Before_Create_Update

mvn__PJN_Prior_Authorization_Before_Insert

mvn__PJN_Prior_Authorization_Before_Insert_Update

mvn__PJN_Shipment_Before_Create_Update

mvn__PJN_Zip_To_Team_After_Create_Update

mvn__Task_PJN_Before_Create_Update

The Overridable attribute for every flow has been set to true.

V2.0.0



Lightning Web Component changes are listed in the table below:

Table 29. New Lightning Web Components

Work item(s)

Object

Lightning Web Component

Version added

PJN-1349

Case

transformDocument

V2.0.0

PJN-1973, PJN-2206, PJN-2211, PJN-2472, PJN-2485

mvn__PJN_Member_Plan__c

pjnEpaSubmitModal

V2.0.0

PJN-2991

Case

pjnMissingInformationRequestFrom

V2.2.0

PJN-3247, PJN-3248, PJN-3336

Case

pjnCarePlanHighlightedFields

pjnCarePlanPath

pjnCarePlanProblemInfo

pjnCarePlanTimeline

pjnCaseTabLabeler

V2.2.0

PJN-3400

All

pjnMissingInformation

V2.2.0



Object changes are listed in the tables below:

Table 30. New objects

Work item(s)

Object

Version added

PJN-2666

mvn__Debug_Log__c

V2.0.0

PJN-3100, PJN-3258

mvn__PJN_Data_Request__c

mvn__PJN_Request_History__c

mvn__PJN_Missing_Information_To_Update__c

V2.2.0



Table 31. New object fields

Work item(s)

Object

Field

Version added

PJN-1884

Account

mvn__PJN_Conversion_DateTime__c

V2.0.0

CareProgram

mvn__PJN_Type__c

V2.0.0

PJN-1973, PJN-2206, PJN-2211, PJN-2472, PJN-2485

mvn__PJN_Prior_Authorization__c

mvn__PJN_ePA_Vendor_Name__c

mvn__PJN_Insurance_Id__c

mvn__PJN_Request_JSON__c

mvn__PJN_Response_JSON__c

V2.0.0

PJN-2150

mvn__PJN_Data_Change_Request__c

mvn__PJN_Result_Message__c

V2.0.0

PJN-2266

User

mvn__PJN_Skip_KCC_Automation__c

V2.0.0

PJN-2510

Case

mvn__PJN_Run_Zip_to_Team__c

V2.0.0

PJN-3212

Case

mvn__PJN_Program_Type__c

V2.1.0

PJN-3247

Case

mvn__PJN_Cancelled_Date__c

V2.2.0

PJN-3359, PJN-3462

mvn__PJN_Contact_Point_Type_Consent__c

mvn__PJN_External_Id__c

V2.2.0

mvn__PJN_Member_Plan__c

mvn__PJN_External_Id__c

mvn__PJN_Payer_Text__c

mvn__PJN_Payer_Name_Text__c

mvn__PJN_Prescription__c

mvn__PJN_External_Id__c



Table 32. New object field sets

Work item(s)

Object

Field set

Version added

PJN-3179

mvn__PJN_Member_Plan__c

mvn__PJN_Active_Indicator_Fields

V2.1.0



Table 33. New object record types

Work item(s)

Object

Record type

Version added

PJN-1864

Account

PJN_Consumer

V2.0.0

PJN-1869

Lead

PJN_Consumer

V2.0.0



Table 34. Modified object fields

Work item(s)

Object

Field

Modification description

Version modified

PJN-2150

mvn__PJN_Data_Change_Request__c

mvn__PJN_Status__c

The following picklist values have been added:

  • Merged

  • Rejected

  • Failed

V2.0.0

PJN-3031

mvn__PJN_Fulfillment_Request__c

mvn__PJN_Fulfillment_Request_Status__c

The following picklist values have been added:

  • Processed

  • Complete

V2.0.0

PJN-3247

Case

mvn__PJN_Closed_Date_Formula__c

The field has been relabeled from "Closed Date Formula" to "Closed Date".

V2.2.0



Table 35. Deleted object fields

Work item(s)

Object

Field

Description

Version deleted

PJN-2510

Case

mvn__PJN_Run_ZTT_Against_Enrollment_Address__c

When set to true, an update to the mvn__PJN_Physician__c field will initiate both a corresponding update to the mvn__PJN_Enrollment_Address__c field as well as a care team reassignment to the care plan via Zip to Team.

V2.0.0

PJN-2782

Account

mvn__PJN_Record_Type__c

The record type name that appears in the Account Search results.

V2.0.0

mvn__PJN_Status__c

The status of the account.

V2.0.0

PJN-2783

mvn__PJN_Contact_Information__c

mvn__PJN_Related_Address_Fax_Field__c

The Address_vod fax field that the fax value is related to, if applicable.

V2.0.0

mvn__PJN_Related_Address_Phone_Field__c

The Address_vod phone field that the phone value is related to, if applicable.

V2.0.0

mvn__PJN_Sequence_Number__c

The priority sequence number.

V2.0.0

mvn__PJN_Status__c

The status of the contact information.

V2.0.0

PJN-2810

Case

mvn__PJN_Care_Manager__c

The first and last name of the case manager assigned to the care plan. This is either the owner of the parent Case record on the ParentId field, if applicable, or the owner of the current Case record.

V2.0.0

mvn__PJN_Caregiver_Formula__c

The first and last name of the related caregiver Account on the mvn__PJN_Caregiver__c field.

V2.0.0

mvn__PJN_Owner_Name_Formula__c

The first and last name of the owner of the Case record on the OwnerId field.

V2.0.0

mvn__PJN_Staff_Formula__c

The first and last name of the related staff Account on the mvn__PJN_Staff__c field.

V2.0.0

PJN-3417

Account

mvn__PJN_Last_4_of_SSN__c

The last four digits of the account's social security number.

V2.2.0



Permission changes are listed in the tables below:

Table 36. New permission sets

Work item(s)

Permission set

Version added

PJN-1869

PJN_Feature_Marketing_Consent

V2.0.0

PJN-2342, PJN-2640, PJN-2900, PJN-3001, PJN-3033

PJN_Admin_Account_Management

PJN_Admin_Consent

PJN_Admin_Programs

PJN_Admin_Specialty_Pharmacy_Round_Robin

PJN_Admin_Timeline

PJN_Admin_ePA

PJN_Feature_All_Care_Plans

PJN_Feature_Data_Change_Request

PJN_Feature_ePA

PJN_Feature_Missing_Information

PJN_Feature_PAP_eIncome_Verification

PJN_Feature_Patient_Merge_Requests

PJN_Feature_Patient_Merge_Tool

PJN_Feature_Program_Visualizer

PJN_Feature_eBV

PJN_Read_Only_Account_Management

PJN_Read_Only_Activities

PJN_Read_Only_Assistance_Programs

PJN_Read_Only_Benefits_and_Coverage

PJN_Read_Only_Care_Plan

PJN_Read_Only_Consent

PJN_Read_Only_Events

PJN_Read_Only_Fulfillment_Requests

PJN_Read_Only_Medical_History

PJN_Read_Only_Prescriptions

PJN_Read_Only_Shipments

PJN_User_Account_Management

PJN_User_Activities

PJN_User_Assistance_Programs

PJN_User_Benefits_and_Coverage

PJN_User_Care_Plan

PJN_User_Consent

PJN_User_Events

PJN_User_Fulfillment_Requests

PJN_User_Medical_History

PJN_User_Prescriptions

PJN_User_Requests

PJN_User_Specialty_Pharmacy_Round_Robin

Document_Editing_Permissions

V2.0.0

PJN-3098

PJN_Admin_Events

V2.1.0

PJN-3100, PJN-3225

PJN_Admin_Request_Missing_Information

PJN_Integration_Missing_Information

PJN_User_Request_Missing_Information

V2.2.0

PJN-3215

PJN_Admin_Zip_to_Team

V2.1.0

PJN-3359

PJN_KCC_Feature_eRx_Integration_User

V2.2.0



Table 37. New custom permissions

Work item(s)

Custom permission

Version added

PJN-2787

PJN_Show_Close_Case_Button

V2.1.0



Table 38. New muting permission sets

Work item(s)

Permission set group

Muting permission set

Version added

PJN-2342, PJN-2640, PJN-2900, PJN-3001, PJN-3033, PJN-3260

MVN_Read_Only_User

MVN_Read_Only_User_Muted

V2.0.0

MVN_User

MVN_User_Muted

V2.0.0



Table 39. New permission set groups

Work item(s)

Permission set group

Version added

PJN-2342, PJN-2640, PJN-2900, PJN-3001, PJN-3033, PJN-3260

MVN_Admin

V2.0.0

MVN_Read_Only_User

V2.0.0

MVN_User

V2.0.0



Table 40. Modified permission sets

Work item(s)

Permission set

Modification description

Version modified

PJN-2342, PJN-2640, PJN-2900, PJN-3001, PJN-3033

DocuSign_OneClick_Permissions

The permission set has been relabeled from "Komodo DocuSign Permissions" to "Komodo - DocuSign Permissions".

V2.0.0

PJN-2787

PJN_User_Activities

PJN_User_Requests

The permission sets now include the Show Close Case Button (PJN_Show_Close_Case_Button) custom permission.

V2.1.0

PJN-3098

PJN_Read_Only_Shipments

The permission set has included read access to the following fields on the Shipment (mvn__PJN_Shipment__c) object:

  • Fulfillment Request (mvn__PJN_Fulfillment_Request__c)

  • NDC (mvn__PJN_NDC__c)

  • Product Description (mvn__PJN_Product_Description__c)

V2.1.0

PJN_User_Account_Management

The permission set has included read and edit access to the following fields on the Account object:

  • DEA (mvn__PJN_DEA__c)

  • SLN (mvn__PJN_SLN__c)

PJN_User_Assistance_Programs

The permission set has included read and edit access to the following field on the Assistance Program (mvn__PJN_Assistance_Program__c) object:

  • Copay Card Number (mvn__PJN_Card_Number__c)

PJN_User_Benefits_and_Coverage

The permission set has included read and edit access to the following field on the Coverage Benefit (mvn__PJN_Coverage_Benefit__c) object:

  • Copay (mvn__PJN_Copay__c)

The permission set has also included read access to the following fields on the Coverage Investigation (mvn__PJN_Coverage_Investigation__c) object:

  • Is Active Investigation? (mvn__PJN_Is_Active_Investigation__c) field

  • Specialty Pharmacy Selection Reason (mvn__PJN_Specialty_Pharmacy_Selection_Reason__c)



Table 41. Modified permission set groups

Work item(s)

Permission set group

Modification description

Version modified

PJN-3097

MVN_Admin

The Health Cloud Admin (HealthCloudGA__HealthCloudAdmin) permission set has been added.

V2.1.0

MVN_Read_Only_User

The Aura-Enabled Apex Class Access for Health Cloud (HealthCloudGA__HealthCloudApexAuraAccess) permission set has been added.

MVN_User

PJN-3098

MVN_Admin

The KCC - Admin - Events (PJN_Admin_Events) permission set has been added.

V2.1.0

PJN-3215

MVN_Admin

The KCC - Admin - Zip to Team (PJN_Admin_Zip_to_Team) permission set has been added.

V2.1.0

PJN-3271

MVN_User

The KCC - User - Request Missing Information (PJN_User_Request_Missing_Information) permission set has been added.

V2.2.0

MVN_Admin

The KCC - Admin - Request Missing Information (PJN_Admin_Request_Missing_Information) permission set has been added.



Table 42. Deprecated permission sets

Work item(s)

Permission set

Description

Version deprecated

PJN-2342, PJN-2640, PJN-2900, PJN-3001, PJN-3033

PJN_Admin_Permissions

Grants admins access to configure multiple integrations.

V2.0.0

PJN_API_Enabled

Grants users access to Komodo Care Connect via APIs and to external tooling such as the Salesforce Dataloader.

V2.0.0

PJN_Assistance_Program

PJN_Assistance_Programs

Enables users to create and edit Assistance Programs for PAP, Copay Saving, Quick Start, and more.

V2.0.0

PJN_Base_Permissions_Core

Grants users the baseline permissions for core Komodo Care Connect functionality.

V2.0.0

PJN_Base_Permissions_Mapping_Engine

Grants admins the baseline permissions for using the Mapping Engine, including the PJN_MappingEngine Apex class.

V2.0.0

PJN_Coverage_Investigation

Enables users to capture the details and outcomes of a coverage investigation.

V2.0.0

PJN_Data_Change_Request

Enables users to use the data change request (DCR) functionality.

V2.0.0

PJN_Defer_Sharing_Calculations

Grants admins access to the Defer Sharing Calculation feature so that calculations can be suspended temporarily and then resumed during an organization's maintenance period. This feature helps avoid long sharing rule evaluations or timeouts and is often only granted to users who run deployment or build scripts.

V2.0.0

PJN_Editable_Permissions

Grants users the baseline permissions for all PJN_ fields and objects.

V2.0.0

PJN_Manage_Encryption_Keys

Enables the system to manage Shield encryption keys.

V2.0.0

PJN_Medical_History

Grants users to Medical History objects.

V2.0.0

PJN_Medical_History_Admin

Enables users to view and edit Metric Groups, Metric Types, etc.

V2.0.0

PJN_PAP_eIncome_Verification

Enables eIncome Verification for PAP enrollments using the PJN Financial Clearing House API.

V2.0.0

PJN_Patient_Merge_Tool

Grants users access to the Patient Merge Tool.

V2.0.0

PJN_Program_Builder

Grants users access to the Program Visualizer.

V2.0.0

PJN_SP_Round_Robin_Admin

Enables privileged users to create relationships between Payers/Programs and Specialty Pharmacies as well as access APIs and external tooling such as the Salesforce Dataloader, all of which are required for the SP Round Robin functionality.

V2.0.0

PJN_eBV

Grants users access to electronic benefits verification (eBV) related functionality.

V2.0.0



Table 43. Deprecated permission set groups

Work item(s)

Permission set group

Description

Version deprecated

PJN-2342, PJN-2640, PJN-2900, PJN-3001, PJN-3033

PJN_Health_Cloud_User

Contains all baseline permission sets for Komodo Care Connect.

V2.0.0



Quick action changes are listed in the table below:

Table 44. New quick actions

Work item(s)

Object

Quick action

Version added

PJN-1973, PJN-2206, PJN-2211, PJN-2472, PJN-2485

mvn__PJN_Member_Plan__c

PJN_Submit_ePA

V2.0.0

PJN-2474

Case

PJN_Enrollment_Review

V2.0.0



Trigger changes are listed in the table below:

Table 45. New triggers

Work item(s)

Object

Trigger

Version added

PJN-3258

PJN_Missing_Information_To_Update

PJN_MissingInformationToUpdate

V2.2.0



Required upgrade actions

New installs of Komodo Care Connect will be on the latest release while current customers will need to run and deploy the latest update.

To upgrade to the latest release:

  1. Ensure that you have the Health Cloud (HealthCloud) package already installed in your Salesforce environment.

  2. Upgrade all of the required packages with the following script:

    bash upgrade/upgradePackages.sh USERNAME

Required post-upgrade actions

Perform the following post-upgrade actions based on the Komodo Care Connect version you have upgraded to:

V2.1.0 | Post-upgrade actions

After V2.1.0 is deployed, perform the following actions in your Salesforce environment:

Note

If you have upgraded your instance of the Komodo Care Connect product from V1.3.0 or V1.3.1 to V2.1.0, you must complete all of the steps below. If you have upgraded from V2.0.0 to V2.1.0, you only need to complete steps 6-10.

  1. Delete the following Trigger Handler Setting (mvn__PJN_Trigger_Handler_Setting__mdt) metadata record:

    • PJN_After_Insert_Case_Relationships on the Log (mvn__PJN_Log__c) object

  2. Delete the following permission set group:

    • Komodo Care Connect User (PJN_Health_Cloud_User)

  3. Delete the following permission sets:

    • KCC - API Enabled (PJN_API_Enabled)

    • KCC - Assistance Program (PJN_Assistance_Program)

    • KCC - Base Permissions Core (PJN_Base_Permissions_Core)

    • KCC - Base Permissions Mapping Engine (PJN_Base_Permissions_Mapping_Engine)

    • KCC - Coverage Investigation (PJN_Coverage_Investigation)

    • KCC - Data Change Request (PJN_Data_Change_Request)

    • KCC - Editable Permissions (PJN_Editable_Permissions)

    • KCC - Medical History (PJN_Medical_History)

    • KCC - Program Visualizer (PJN_Program_Builder)

  4. Delete the following queue:

    • Inbound Fax Queue (PJN_Inbound_Fax_Queue)

  5. Assign all Komodo Care Connect users the following permission set:

    • Aura-Enabled Apex Class Access for Health Cloud (HealthCloudApexAuraAccess)

  6. Add the new custom metadata fields listed in Table 21, “New custom metadata fields to their corresponding page layouts for the version(s) you have upgraded to.

  7. Add the new object fields listed in Table 31, “New object fields to their corresponding page layouts for the version(s) you have upgraded to.

  8. Delete the following Lightning components:

    • Quick actions:

      • Case.mvn__PJN_Account_Search

    • Aura components:

      • PJN_AccountSearchCarePlanSelector

      • PJN_AccountSearchContactInfo

      • PJN_AccountSearchDisplayResults

      • PJN_AccountSearchForm

      • PJN_AccountSearchGeneral

      • PJN_AccountSearchNewAccount

      • PJN_AccountSearchNewAccountWizard

      • PJN_AccountSearchNewContactInfoEdit

      • PJN_AccountSearchNewContactInfoRecordEvent

      • PJN_AccountSearchNewContactInfoRemove

      • PJN_AccountSearchNewContactInfoSingle

      • PJN_AccountSearchQuickAction

      • PJN_AccountSearchRecordEvent

      • PJN_AccountSearchRecordTypeEvent

      • PJN_AccountSearchRecordTypeSelector

      • PJN_AccountSearchRefreshCase

      • PJN_AccountSearchResultDetail

      • PJN_AccountSearchResultDetailTile

      • PJN_AccountSearchSelectableRecord

      • PJN_AccountSearchSelectedAccount

      • PJN_CaseMissingInformation

      • PJN_ContactInfoLightningInput

    • Lightning Web Component (LWC):

      • pjnCaseMissingInformation

  9. Migrate existing Missing Information Config (mvn__PJN_Missing_Information_Config__mdt) metadata records to new Missing Information Group (mvn__PJN_Missing_Information_Group__mdt) and Missing Information Configuration (mvn__PJN_Missing_Information_Configuration__mdt) metadata records.

    1. For each program that you checked missing information for, create a Missing Information Group metadata record with the following values:

      Program

      Select the same Program (mvn__PJN_Program__mdt) metadata record that was on the original Missing Information Config metadata record.

      Object

      Case

      Record Type

      PJN_Missing_Information

    2. For each Missing Information Config metadata record, create a corresponding Missing Information Configuration metadata record with the following values:

      Display Text

      Enter the same value that was on the original Missing Information Config metadata record.

      Field Path

      Enter the same value that was on the original Missing Information Config metadata record.

      Missing Information Group

      Select the Missing Information Group metadata record that was created in step 6a above for the same program on the original Missing Information Config metadata record.

    For more information about configuring the updated missing information functionality in Komodo Care Connect V2.1.0, reference the Missing information page.

  10. Update existing Program Problem (mvn__PJN_Program_Problem__mdt) metadata records whose Is Library (mvn__PJN_Is_Library__c) checkbox field equaled true. For each of these Program Problem metadata records:

    1. Populate the new Library Order (mvn__PJN_Library_Order__c) field with the value on the Order (mvn__PJN_Order__c) field.

    2. Clear the value on the Order field if the program problem should only be an optional care plan stage in the care plan stage library. Otherwise, leave the value on the Order field if the program problem should be both a standard stage in the care plan progress bar as well as an optional stage in the care plan stage library.

V2.2.0 | Post-upgrade actions

After V2.2.0 is deployed, perform the following actions in your Salesforce environment:

  1. Update the Care Plan (Case) Lightning record pages to replace all existing Aura components with the new Lightning Web Components (LWCs).

    Remove the following Aura components:

    Replace with the following Lightning Web Components:

    • PJN_CarePlanPath

    • PJN_CarePlanStatus

    • Care Plan Highlighted Fields (pjnCarePlanHighlightedFields)

    • Care Plan Path (pjnCarePlanPath)

    • Care Plan Problem Info (pjnCarePlanProblemInfo)

    • PJN_CarePlanTimeline

    Note

    Remember to remove this from both the Open and All tabs.

    • Care Plan Timeline (pjnCarePlanTimeline)

    Note

    Remember to add this to both the Open and All tabs.

    • PJN_CarePlanTab

    • Case Tab Labeler (pjnCaseTabLabeler)

    • PJN_MissingInformation

    • Missing Information Component (pjnMissingInformation)

  2. Remove all metadata records of the following custom metadata types:

    • All Care Plan Setting Field (mvn__PJN_All_Care_Plan_Setting_Field__mdt)

    • CarePlan Path Coaching Setting (mvn__PJN_CarePlan_Path_Coaching_Setting__mdt)

    • CarePlan Path Keys Setting (mvn__PJN_CarePlan_Path_Keys_Setting__mdt)

    • Care Plan Field (mvn__PJN_Care_Plan_Field__mdt)

      Note

      You may keep any metadata records that should remain as highlighted fields, but you must add them to a care plan field group in step 3 below.

    • Care Plan Timeline Case (mvn__PJN_Care_Plan_Timeline_Case__mdt)

  3. Follow the steps in Configure highlighted fields in Komodo Care Connect V2.2.0 and above and Configure key fields in Komodo Care Connect V2.2.0 and above to recreate the highlighted and key fields for a care plan or care plan stage of a specific program.

  4. Follow the steps in Configure activity fields in Komodo Care Connect V2.2.0 and above to configure the activity fields in the timeline tabs.

  5. Update the custom settings for the All Care Plans subtab that has been updated from a Visualforce page to a LWC:

    1. In Setup, search for and select Custom Settings.

    2. Click Card View Dropdown.

    3. Click Manage.

    4. Next to All Care Plans, click Edit.

    5. Update the Page Type field to LWC.

    6. Update the URL field to mvn:pjnAllCarePlans.

    7. Click Save.

  6. Add the following Missing Information Configuration (mvn__PJN_Missing_Information_Configuration__mdt) field to the Missing Information Configuration Layout:

    • Can This Field Be Requested? (mvn__PJN_Is_Requestable__c)

  7. Add the following Missing Information Group (mvn__PJN_Missing_Information_Group__mdt) fields to the Missing Information Group Layout:

    • Can This Field Be Requested? (mvn__PJN_Is_Requestable__c)

    • Source Object Lookup (mvn__PJN_Source_Object_Lookup__c)

Deprecated and deleted items

The following entities have either been deprecated or deleted from the latest version of Komodo Care Connect and will no longer be available or supported in future releases.

Table 46. Deprecated Apex methods

Work item(s)

Apex class

Method

Description

Version deprecated

PJN-2906

PJN_AccountSearchResult

getContactInfoByRecTypeId()

This method returns a list of Contact Information (mvn__PJN_Contact_Information__c) records mapped to their Contact Information record type ID.

V2.1.0



Table 47. Deprecated Aura components

Work item(s)

Aura component

Description

Version deprecated

PJN-2967

PJN_CaseMissingInformation

The component that listed all of the fields on a Case or Case-related record that were missing information.

V2.1.0

PJN-3247, PJN-3248, PJN-3314, PJN-3336

PJN_CarePlanPath

The component that showed the progress bar, the key fields, and certain highlighted fields for a care plan.

V2.2.0

PJN_CarePlanStatus

The component that showed certain highlighted fields for a care plan.

PJN_CarePlanTab

The component that replaced the Case number with the program name as the Case workspace tab label.

PJN_CarePlanTimeline

The component that listed activities on a care plan.

PJN-3400

PJN_MissingInformation

The component that listed the fields with missing information.

V2.2.0



Table 48. Deprecated custom labels

Work item(s)

Custom label

Category

Description

Value

Version deprecated

PJN-2946

PJN_New_Account_Add_Contact_Info_Card

EnrollmentWizard

Add Contact Information Card

Add Contact Information

V2.1.0

PJN_New_Account_Back_Button

EnrollmentWizard

New Account Back Button

Cancel

PJN_New_Account_Contact_Information_Title

EnrollmentWizard

New Account Contact Information Title

Contact Information

PJN_Select_Care_Plan_Button

AccountSearch

Select Care Plan Button

Create New Enrollment

PJN_Select_Care_Plan_Explanation_Text

AccountSearch

Select Care Plan Explanation Text

If related to an existing enrollment, select the corresponding Care Plan.

PJN_Select_Record_Type

AccountSearch

Select a Record Type

Select a Record Type



Table 49. Deprecated custom metadata types

Work item(s)

Custom metadata type

Description

Version deprecated

PJN-2967

mvn__PJN_Missing_Information_Config__mdt

Checks the fields in a given care plan to determine if the care plan is missing information.

V2.1.0

PJN-3262, PJN-3314

mvn__PJN_All_Care_Plan_Setting__mdt

Defines the information displayed in the All Care Plans subtab.

V2.2.0

mvn__PJN_All_Care_Plan_Setting_Field__mdt

Defines which fields will be displayed in the All Care Plans subtab and the order in which they appear.

mvn__PJN_Care_Plan_Timeline_Case__mdt

Defines the icons that appear in the care plan activity timeline for the different activity types or statuses of a given program.

mvn__PJN_Care_Plan_Timeline_Case_Field__mdt

Defines the fields that appear in the care plan activity timeline for each Care Plan Timeline Case (mvn__PJN_Care_Plan_Timeline_Case__mdt) metadata record based on the activity type or status.

mvn__PJN_CarePlan_Path_Coaching_Setting__mdt

Manages the guidance information and key fields for a given program problem (stage) and care plan.

mvn__PJN_CarePlan_Path_Keys_Setting__mdt

Defines the key fields that appear in the care plan progress section of a Care Plan (Case) record page for a program problem (stage).



Table 50. Deprecated custom metadata fields

Work item(s)

Custom metadata type

Field

Description

Version deprecated

PJN-3140

mvn__PJN_Field_Setting__mdt

mvn__PJN_Show_in_Primary_Results__c

When set to true, the field appears in the main row of the search results. When set to false, the field is hidden from the search results.

V2.1.0

PJN-3141

mvn__PJN_Program_Problem__mdt

mvn__PJN_Is_Library__c

When set to true, the program problem is available as an optional stage in the stage library. Optional stages can be manually added to a patient’s journey.

V2.1.0

mvn__PJN_Is_Standard__c

When set to true, the program problem should be included in the patient's default journey when the patient is enrolled and their care plan is created.

PJN-3441

mvn__PJN_Care_Plan_Field__mdt

mvn__PJN_CarePlan_Path_Coaching_Setting__c

The related CarePlan Path Coaching Setting (mvn__PJN_CarePlan_Path_Coaching_Setting__mdt) metadata record. If the guidance information should appear outside the context of a care plan stage, leave this blank.

V2.2.0



Table 51. Deprecated custom metadata records

Work item

Custom metadata type

Metadata record name

Version deprecated

PJN-3417

mvn__PJN_Field_Setting__mdt

PJN_Patient_Account_Last_4_SSN

V2.2.0

mvn__PJN_New_Account_Fields_Setting__mdt

PJN_Patient_Account_Last_4_SSN



Table 52. Deleted object fields

Work item(s)

Object

Field

Description

Version deleted

PJN-2510

Case

mvn__PJN_Run_ZTT_Against_Enrollment_Address__c

When set to true, an update to the mvn__PJN_Physician__c field will initiate both a corresponding update to the mvn__PJN_Enrollment_Address__c field as well as a care team reassignment to the care plan via Zip to Team.

V2.0.0

PJN-2782

Account

mvn__PJN_Record_Type__c

The record type name that appears in the Account Search results.

V2.0.0

mvn__PJN_Status__c

The status of the account.

V2.0.0

PJN-2783

mvn__PJN_Contact_Information__c

mvn__PJN_Related_Address_Fax_Field__c

The Address_vod fax field that the fax value is related to, if applicable.

V2.0.0

mvn__PJN_Related_Address_Phone_Field__c

The Address_vod phone field that the phone value is related to, if applicable.

V2.0.0

mvn__PJN_Sequence_Number__c

The priority sequence number.

V2.0.0

mvn__PJN_Status__c

The status of the contact information.

V2.0.0

PJN-2810

Case

mvn__PJN_Care_Manager__c

The first and last name of the case manager assigned to the care plan. This is either the owner of the parent Case record on the ParentId field, if applicable, or the owner of the current Case record.

V2.0.0

mvn__PJN_Caregiver_Formula__c

The first and last name of the related caregiver Account on the mvn__PJN_Caregiver__c field.

V2.0.0

mvn__PJN_Owner_Name_Formula__c

The first and last name of the owner of the Case record on the OwnerId field.

V2.0.0

mvn__PJN_Staff_Formula__c

The first and last name of the related staff Account on the mvn__PJN_Staff__c field.

V2.0.0

PJN-3417

Account

mvn__PJN_Last_4_of_SSN__c

The last four digits of the account's social security number.

V2.2.0



Table 53. Deprecated permission sets

Work item(s)

Permission set

Description

Version deprecated

PJN-2342, PJN-2640, PJN-2900, PJN-3001, PJN-3033

PJN_Admin_Permissions

Grants admins access to configure multiple integrations.

V2.0.0

PJN_API_Enabled

Grants users access to Komodo Care Connect via APIs and to external tooling such as the Salesforce Dataloader.

V2.0.0

PJN_Assistance_Program

PJN_Assistance_Programs

Enables users to create and edit Assistance Programs for PAP, Copay Saving, Quick Start, and more.

V2.0.0

PJN_Base_Permissions_Core

Grants users the baseline permissions for core Komodo Care Connect functionality.

V2.0.0

PJN_Base_Permissions_Mapping_Engine

Grants admins the baseline permissions for using the Mapping Engine, including the PJN_MappingEngine Apex class.

V2.0.0

PJN_Coverage_Investigation

Enables users to capture the details and outcomes of a coverage investigation.

V2.0.0

PJN_Data_Change_Request

Enables users to use the data change request (DCR) functionality.

V2.0.0

PJN_Defer_Sharing_Calculations

Grants admins access to the Defer Sharing Calculation feature so that calculations can be suspended temporarily and then resumed during an organization's maintenance period. This feature helps avoid long sharing rule evaluations or timeouts and is often only granted to users who run deployment or build scripts.

V2.0.0

PJN_Editable_Permissions

Grants users the baseline permissions for all PJN_ fields and objects.

V2.0.0

PJN_Manage_Encryption_Keys

Enables the system to manage Shield encryption keys.

V2.0.0

PJN_Medical_History

Grants users to Medical History objects.

V2.0.0

PJN_Medical_History_Admin

Enables users to view and edit Metric Groups, Metric Types, etc.

V2.0.0

PJN_PAP_eIncome_Verification

Enables eIncome Verification for PAP enrollments using the PJN Financial Clearing House API.

V2.0.0

PJN_Patient_Merge_Tool

Grants users access to the Patient Merge Tool.

V2.0.0

PJN_Program_Builder

Grants users access to the Program Visualizer.

V2.0.0

PJN_SP_Round_Robin_Admin

Enables privileged users to create relationships between Payers/Programs and Specialty Pharmacies as well as access APIs and external tooling such as the Salesforce Dataloader, all of which are required for the SP Round Robin functionality.

V2.0.0

PJN_eBV

Grants users access to electronic benefits verification (eBV) related functionality.

V2.0.0



Table 54. Deprecated permission set groups

Work item(s)

Permission set group

Description

Version deprecated

PJN-2342, PJN-2640, PJN-2900, PJN-3001, PJN-3033

PJN_Health_Cloud_User

Contains all baseline permission sets for Komodo Care Connect.

V2.0.0