September 11, 2025
Market Evaluation > Updates to tables and metric names
What: Location, City, and State metrics are going to be updated to indicate whether it is a Patient or NPI metric
Why: Currently, the definitions indicate whether a metric is using patient or location, but this change will make that distinction more clear and easier to understand each table.
Organization Explore > Adding Specialization metric and Primary taxonomy filter
What: Adding a "Specialization" metric that identifies the specific area in which a provider chooses to practice, coupled with a "Primary Taxonomy" filter that allows users to quickly target specific NPIs
Why: Improved organization targeting based primary taxonomy and specialized classification for each NPI
SNF/HHA/Hospital Order Share tab > Service Location table update
What: The Service Location table will now default to sort by the highest % of patients
Why: Improved usability by surfacing the most frequent service locations being used at the top of the table for a users assigned code sets
SNF/HHA/Hospital Order Share tab > Adding a Disclaimer note
What: Update to include disclaimer notes under both tables that appear on the Order Share tab
Why: Explain how CMS suppression requirements may lead to "unknown" values on the Order Share tables
Admin > Code Sets > Company Code Set tab - ability to "Manage Code Set Assignments"
What: Within the Company Code Set Assignments tab, there will now be a "Manage Code Set Assignment" button that displays the Trella Code Set name and the customer-specific code set display name
Why: Ability to modify the display name for each of the code sets that your company has purchased
August 26, 2025
Admin > Code Sets - New Tab with subtab: Company Code Set Assignments
What: Access to the new code sets tab that displays your active code sets with the individual codes within each code set on the "Company Code Set Assignments" subtab
Why: Understanding the code sets your company has access to and searching for individual codes used within each code set
Admin > Code Sets - New Tab with subtab: Manage User Code Set Assignments
What: Access to the new code sets tab that displays all users and the code sets they have access to, and admins can add/edit code sets for your users using your available code sets on the "Manage User Code Set Assignments" subtab
Why: Manage code set access per user
July 17, 2025
Admin > Reports - Usage > Read-Only Information at bottom of page
What: Updated read-only information describing the data included and excluded on this page
Why: Provide users with clarity on the data they are viewing
Code Sets > My Code Sets > Click plus sign to expand code set
What: Add Start/End date data to all codes within a code set
Why: Warns users of codes that are expiring in their code sets. Please let your CSM know if you would like to make changes to the codes to your code sets and update accordingly.
