Sunday, June 21, 2020

Revision 876

Updates

Preface

The focus of this update is user experience!

Our team optimized numerous areas and removed unnecessary steps to improve the user's experience. The heart of the mission lies with the Individual List, and most notably the Individual Explorer and the Task Edit dialog. But we didn't forget of the all important Timesheet List and Timesheet Edit dialog, spending a lot of time improving the workflow and removing bottlenecks.

Individual List

Individual List

  • Speed Optimization!
    • Has the Individual List become too slow? I know! Now, we'll be loading the content of one tab at a time, to drastically reduce the time it takes to navigate from one Individual record to another.
    • We also took the liberty to change default tab to be Correspondences, to help reduce the load. You're current selected tab will still persist when moving from one Individual record to another.
    • Fixed bug where many Explorer objects didn't open due to the delayed loading
  • Added new hidden columns to Client List
    (see Columns Layout)
    • Expose the TABS ID column to find an Individuals by their TABS ID
    • Expose the Phone Number column to find an Individuals by their Phone Number

Individual Enrollment

  • Did you notice the "Hours Approved" column for the Authorization table in the Enrollment dialog? What does it do? It's a read-only (cannot be manually edited) field that calculated the units entered in the neighboring Units Approved, divided by the 52 weeks of the year. Being that it's not too helpful for none-OPWDD Enrollments, this column will now be hidden for non-OPWDD Enrollments.
    ​
  • Streamlined terminology for Enrollment and Authorization

Tasks and Explorer

Core

  • Increased speed of opening the Task Edit dialog with around 30 percent
  • Removed extra space in the Group Members tab for the Edit Task dialog
  • Fixed bug where Attachment data were missing for Task Group members
  • Fixed sort order for Task Group members

Individual Explorer

  • Fixed bug where Individual Explorer didn't reflect current Program
  • Fixed bug during importing template using wrong Program ID when the root Program node was selected
  • Prevent importing Master System Folders without it's master, as it will not recognize that it's been imported, and will continuously ask to be imported again

Template Explorer

  • Only add Parent Folder to the Edit Folder dialog if Root was not selected and folders exist. This is to prevent the automatic setting of a Parent Folder without the user's intent or knowledge.
  • Remove deleted folders from the destination list for the Copy Template Packet function
  • Fixed bug where the Copy Template Packet function was showing errors
  • Fixed bug where the Copy Template Packet function missed certain Triggers
  • Fixed bug where the Copy Template Packet function missed certain Groups

Individual Plans

Life Plan / Plan of Care

  • Life Plan 2.0
    • New design
    • Authorized Services table
    • History tab

Staff Action Plan / Service Plan

  • Renamed SAP's Effective Date to Plan Date
  • New "Supporting Function" tab for Children's Waiver Service Plans
  • Removed bug where Review data was copied with Cloned Plan, even when marked as new Plan

Reports

  • New reusable function (SQL View) for compliance reports with Individual Plans

Program List

Program List

  • Added "x" button for Templates Shared From DDL in Service Edit, to allow removing sharing without having to select another item from the list

Rate Brackets

  • Rate Brackets is now tabbed with a History tab

Timesheets

Timesheet List

  • Add double-clicking to Timesheet List for editing
  • Added Ctrl+E keyboard shortcut to Timesheet List for editing
  • Add Rate Bracket Label as field to the Details Pane of Timesheet List
  • Added Rate Bracket ID as hidden columns to Timesheet Details grid
  • Added Rate Bracket Label as hidden columns to Timesheet Details grid

Edit Timesheet Dialog

  • Removed recently-added fields for Service ID, Individual ID and Provider ID, as it will all be replaced by the Timesheet barcodes
  • Add provider's phone number as a tool-tip to the field in Timesheet. Put your mouse over the provider section to get their phone numbers.
  • New design for Timesheet Entry:
    • Added History tab to Timesheet Entry
    • Organized corner into tabbed group
    • Added splitter in Timesheet Entry for a more flexible design
      ​
  • Prevent entering lines before selecting an Individual and a Program
  • Allow modifying Program with existing Timsheet
  • Better handling of null Service ID
  • Handling missing start or end times
  • Fixed bug where preview and delete icon buttons were hidden
  • Fixed overtime bug

Covid-19 Overtime Exemption

  • Covid-19 exemption ends 6/7/2020
  • Update messages for Violation that were exempted for Covid-19. Initially it removed the Violations, but now it will display them with a notice of the exemption and it will allow all users to save record.
  • Fixed discrepancy on Covid Timesheet exemption

Batches and Processing

  • Fixed bug with inactive Individual-Program ignorance

Miscellaneous

Attachments

  • Attach document from scanner. Use your local or network scanner to upload documents directly to the app.

Stay Up To Date

Planning and Making

If you're a director, you can get involved in the project planning, by joining the committee. Ask your manager if you are authorized to join the team. If not, you may still ask your supervisor to share with you the ideas, plans and schedule.

Testing and Making

Our development team is putting together a team of test users, who will be allowed to test new features before it's released to the broader user-base and will be asked their opinions regarding the planning of features. If you're interested to become a test user, please reach out to the development team.

Wednesday, May 27, 2020

Revision 863


Updates

Individual Enrollment

  • Users cannot activate Individual Enrollment if Individual's record is missing the FundEZ code, if dictated so in the Program settings (see Requires FEZ Code field under Program List)

Tasks and Explorer

Core

  • Ask for Declining reason, only if required (this is set on a Program level)
  • Fixed bug of missing attachment data for Task Templates

Individual Explorer

  • Show content of Folder, even if it's mapped for special use
  • Fixed bug where the Import Template Packet wasn't always connecting to the right Program

Template Explorer

  • You can now remove all mapped folders, without selecting new folder. See the "Program List" section for more details

Individual Plans

  • Adding a new Plan, is now a drop-down list, with options to add a Staff Action Plan (Service Plan) or a Life Plan (POC)
  • New option to add new a Life Plan (POC) directly from within the Staff Action Plan (Service Plan) dialog

Program List

  • New "Requires FEZ Code" checkbox (see more at Individual Enrollment)
  • New "X" button allows you to remove mapped folders, to leave it blank

Timesheets

  • Fixed several errors

Multi-Service Entry

  • Fixed bugs with dialog

Units Meter

  • Fixed bugs and enhanced visual
  • Moved to the bottom, ti remedy display issues
  • Overages now displayed in red

Covid-19 Overtime Exemption

  • Remove non-OPWDD Programs from the overtime exemption throughout the coronavirus season

Training

  • Fixed bugs caused by text-lengths in training due-dates report
  • Percentage column in Training Status Report

MongoTEL integration

  • Fixed bugs

Main & Security

History Log

  • Better capturing user's login experience

What's Ahead

We weren't supposed to tell you this... but here it is anyway...

The long-awaited Summary Notes are coming very soon! You will be able to store your Summary Notes attachments, directly from the Timesheet module, and see it from different places too.

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But I'd like to know what's next already...

If you're a director, you can get involved in the project planning, by joining the committee. Ask your manager if you are authorized to join the team. If not, you may still ask your supervisor to share with you the ideas, plans and schedule.

Sunday, May 17, 2020

Revision 859 ushers a revolution!

Did you know?

Themes to Enhance your Enterprise

ⓘ You now have a newly designed theme and skin for the entire Enterprise experience. You can change the theme - or the skin within many themes, by selecting various options in the top-left menu:
Change themes and skins

You can read documentation on Enterprise, and become a pro!

ⓘ We've written several documentations and tutorials for Enterprise, that you might find helpful. Simple open your InvGate Ticketing System page, login and choose "Articles" from the left menu. Navigate (on the top-right) to the Categories "Hamaspik Enterprise" or "Standard Operating Procedures > Enterprise Usage Standard Operating Procedures". This is just the beginning; More articles to come soon. Stay tuned!
No screenshots here; See it for yourself...

But what if the Task became inapplicable?

How many times have you encountered a situation where a Task was created for you in good faith, but has lost it's applicability? Deleting it, would break the chain of records. Marking it as completed, is just a lie, and will make your nose grow... Postponing it, is just pushing off the problem, with reports still providing false data.

Boy, have we got a solution for you! In the coming days, we'll be rolling out a new feature, where a Task could be marked as "Declined" or "Canceled," clearly labeling it as neither completed nor needed to be completed ever.
Decline a Task

Write a reason for the decline

And - if you're more of a bossy type (i.e. a Director) - you can control from a task Template whether the user will be able to Refuse a Task, and whether the user will be required to enter a reason for the refusal. If not required, you still have the freedom of speech, and can always provide a reason voluntarily (covering yourself in case of a managerial audit).
Allow/disallow declining with/without reason

🚧 This is part of the Declining Tasks (Epic 18) project

 Updates

Tasks and Explorer

Core

  • Long-awaited "Decline" feature; Read above
  • Improved data accuracy

Individual Explorer

  • Excluded Timesheets from the top-level Program, if it's being shown in the mapped Timesheets folder

Individual Plans

  • Prevent deleting Plans that have children
    • In the future, you'll be able to remove relationship, allowing deletion

Program List

  • Add or edit Programs with keyboard shortcuts

Timesheets

  • Fixed "Start Of Week" to run from Sunday to Saturday
  • Added new columns For Timesheet List and Timesheets Data View:
    New Timesheet columns

    Read: How to expose hidden columns

    • Individual ID
    • Individual FEZ Code
    • Provider ID
    • Provider Employee File Number
    • Service ID
    • Timesheet ID

Data Entry

  • New switch "Live Validation"
    Live Validation switch and Recalibrate method

    • Will allow smoother sailing with swift interface before turning on violation checking
    • You can always recalibrate (check again for violations)
    • You must recalibrate before saving, if changes were made
  • Added filter to only enforce timesheets approvals for Programs that have "Requires Approval Units" turned on
  • Check again for Rate Bracket matching, and process against all violations, upon changing Program for existing Timesheet
  • Allow manually changing Rate Bracket
  • Coming soon: "Save as Draft" option

Batches

  • Enabled processing & exporting batches from processing screen without edit screen

Imports

  • System will new try to assume proper Rate-Bracket for eVeryo Timesheets, upon import
  • New popup upon eVero import, reminding user to open Timesheets to calibrate Rate-Brackets, for lines that automatic assignment failed

Reports

  • Fixed Overnight Report error, and drastically optimized speed

MongoTEL integration

  • Integrating MongoTEL is almost completed. You can now see incoming calls from your Individuals and family, as well as employees and providers.
  • Coming soon: Click to open Individual/Employee profile, as call comes in
Enterprise shows incoming MongoTEL phone calls

Main & Security

  • New themes and colors; read above

History Log

  • Use computer username for auditing, when login name is null (before logging in)

Stay Up To Date

Are you subscribed to our updates? If not, you're surly missing out on many great features. Sign up now!

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But I'd like to know what's next already...

If you're a director, you can get involved in the project planning, by joining the committee. Ask your manager if you are authorized to join the team. If not, you may still ask your supervisor to share with you the ideas, plans and schedule.

Friday, November 29, 2019

Revision 769

Did you know?

You can search everywhere, hassle-free!

ⓘ In every grid list (with one or more columns, in oppose to a drop-down list) you may press Ctrl+F (or click on the header of any of the columns and choose "Show Find Panel") to get a little search box (similarly to what you're already used to with the Individual, Programs and Employees Lists), where you can freely type a search term to filter lines within that list.

You can read documentation on Enterprise, and become a pro!

ⓘ We've written several documentations and tutorials for Enterprise, that you might find helpful. Simple open your InvGate Ticketing System page, login and choose "Articles" from the left menu. Navigate (on the top-right) to the Categories "Hamaspik Enterprise" or "Standard Operating Procedures > Enterprise Usage Standard Operating Procedures". This is just the beginning; More articles to come soon. Stay tuned!

Tasks Information Restructuring

Please Note that we restructures the entire set of methods on how we query and deliver the lists and information regarding the Folders, Tasks, Task Groups, Task Templates and Packets. We worked hard to eliminate all bugs that usually derives from such a major change, but we might have missed some. If you encounter any bugs (i.e. missing columns, wrong information, missing rows, incorrect actions, error messages, etc.), please open a ticket.

Updates

Tasks and Explorer

Core

  • Focus on Folder drop-down list within its Settings tab, if user forgot to select one
  • Show message if Individual has no Folders for Program, and user wants to search for Folders
  • New "Execute Trigger" button to act as if completed (this will fire all triggered Tasks without actually marking current Task as completed)
  • Fixed error when Task priority is below 1

Individual Explorer

  • Allow more space for first column with Client Explorer, to prevent overlapping text
  • Clearer error messages and tips when actions (i.. clicking the Edit button) cannot be executed
  • Fixed bug where Individual Explorer crashes when no node is selected

Templates

  • Assign Template Task to positions, that remains unattached to specific user, even after import
  • Assign Template Task directly to specific users
  • Allow more space for first column with Template Explorer, to prevent overlapping text
  • Individual Task Template tab is now called Template Explorer
  • New: Copy Folder button, allows you to copy Template Packet from one Program to another
    Coming soon: Share Template Packet from one Program to another, will help you maintain a single Template Packet across multiple similar Programs

Individual-Program Enrollment

  • Added Caseworker column for Individual Enrolled tab with Program List
  • Added Oversight Agency (calculated) column for Individual Enrolled tab with Program List
  • Added many hidden column for Individual Enrolled tab with Program List
  • Restrict users from editing Program for existing Individual-Program level, and Admins/Managers can edit with Ctrl+Alt+E keyboard shortcut
  • Removed automatically updating Oversight Agency and Brand from Program default
  • Hide drop-down list for Oversight Agency if default is set with Program
  • Fixed glitch where system prompted to import Master System Template, upon deletion of Individual-Program enrollment
  • Log import of Master System Template upon saving Individual-Program Enrollment
  • New fields:
    • Export To FEZ
    • Export To Healthix
    • Attending Service Provider
    • Other Ref Provider
    • Rev Code
    • HCPS Procedure Code

Individual List

  • Read on in the following sections:
    • Individual-Program Enrollment
    • Tasks and Explorer > Individual Explorer

Individual Plans

  • Preserve position in History tab during Data Refresh
  • Fixed error messages while cloning Staff Action Plans / Service Plans

Program List

  • New Rate Bracket!
    • Enter, edit and delete an unlimited amount of Rate Brackets for each Program in the Program List
    • Set various fields for each Rate Bracket
    • Enter Timesheets with updated interface:
      • Allows to document amount of Individuals present at session
      • System will automatically determine which Rate Bracket fits best for the criteria of hours spent and Individuals participated
      • Allows to manually override the Rate Bracket
    • Export FEZ with all codes based on the automatically or manually selected Rate Bracket
    • Save position after creating Rate Bracket
  • Allowing to edit the Overtime Restricted field
  • Fixed error message when cancelling the creation of new Program

Timesheets

Data Entry

  • Read about the new Rate Bracket under "Program List"
  • Fixing bug where Individual and Provider got removed during edit of existing Timesheets
    Road ahead: Please note that many Timesheets got lost in the void with no Individual and/or Provider. Please reach out to the IT department to help you resolve these discrepancies.

Training

  • Allow removing selected values from various drop-down list in Edit Training dialog

Main & Security

History Log

  • Sort Audit-Log form by date

Error Messages

  • Slight modernization to error messages

Custom SQL Commands

  • Updated Anomalies report

Security & Lock-Screen

  • Manually lock your software, to prevent privacy leaks
  • Set focus on password field, if incorrect value was entered

Stay Up To Date

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Monday, November 18, 2019

Revision 768

Tasks and Explorer
  • Core
    • Postpone now moves Start Date only
    • Fixed bug when Task or Task Template is a member with multiple Groups, causing duplicate data
  • My Tasks
    • Rename "Description" to "Name" with My Tasks
  • Individual Explorer
    • Implemented "Save Layout" and "Load Layout" with Individual Explorer
  • Templates
    • Renamed "Individual Task Templates" tab to "Template Explorer" in Program List
Timesheets
  • Loads of new [hidden] columns for the "Timesheet Processing" screen
Custom SQL Commands
  • Filter Custom SQL by active only
  • New Anomalies report
  • Improved grouping of SQL list
MongoTel Integration
  • Added most components to to connect to cloud phone system web hooks

Thursday, November 14, 2019

Massive Revision 767 brings long awaited features to many areas

Individual List
  • You can now filter the Individual List by Designated Caseworker
  • Exposing the [secret] Tasks tab in Individual List, now gets logged in the application history
Main
  • Dialog boxes with "Save and Continue" buttons now have a Control+Shift+S keyboard shortcut that will save your changes and allow you to immediately continue your workflow
  • New Alert and NotifyIcon features coming soon
Tasks and Explorers
  • My Tasks
    • Bold headers and underline cells, with My Tasks columns that have special double-click actions
    • Better handling double-clicking with My Task, when Task doesn't have Program and/or Contact
    • Better data refresh after deleting Task in My Tasks
  • Individual Explorer
    • New "Assigned To" column with Individual Explorer
    • Allow Importing Packet without Master directly on Root, if doesn't contain any Tasks directly in root
    • Allowing now viewing and unarchiving archived Explorer objects (for administrators only)
    • Now preventing deleting/archiving Folders that contain undeleted Tasks
    • Better data refresh after deleting Individual's Folder
    • Fixed glitch where Explorer's New Task button was hidden
    • Handle node for deleted Folder in Individual Explorer
    • Fixed bug where Group Task didn't show bold/italic in Individual Explorer
    • Fixed bug that disabled the Postpone button
  • Tasks Dialog
    • Allow editing start and due models with Individual Tasks
    • New Save And Continue button on the Add/Edit Tasks dialog box
    • Rename "Description" to "Name"
    • Adding a stamp with Tasks now uses Enterprise login, not Windows' login
    • Added X buttons to drop-down lists that may be left blank, to allow removal of current selection
    • New [little] Folder lookup button with Task Edit, to allow sophisticated searches
    • Allowing editing "Requires Attachment" field with Ctrl+Alt+E in Edit Tasks (for administrators only)
    • Preventing saving non-personal Tasks without Folder
    • Fixed message of "Can't add Members before saving Task", disable/enable instead
    • Fixed bug where user couldn't edit Priority with Individual Tasks
  • Folders Dialog
    • Hid "Import Without Master" field with Individual Folder
  • Task Templates
    • Refactored message box before propagation, to show detailed information
    • Set Trigger for Template to 1st Group, if not yet set
    • Rename "Description" to "Name"
    • Models "Start on [x] days after Trigger Start Date" and "Due on [x] days after Trigger Start Date" are now deprecated
    • Changed Postpone to only change the Due Date
    • Now preserving position for Template Node upon data refresh
    • Fixed Error when assigning Caseworker during Propagation
    • Fixed message of "Can't add Members before saving Task", disable/enable instead
  • Others
    • Triggers that were already fired once by the completion of this Task, now prompts for resetting dates
    • fixed bug during Postponing Tasks
Individual-Program Enrollment
  • Allow saving Individual-Program without Caseworker (only for certain users)
  • Removed dot from diagnosis code when unnecessary (without extension)
  • Fixed "Caseworker" misspell with Edit Individual Program Enrollments
Individual Plans
  • Save position in Individual Plans tab, during data refresh
  • Added "Duration" field for Plan printing templates
  • Fixed bug where Plans of a Program without default Oversight Agency or Brand, not does the Individual-Program Enrollment have any values, to show genetic terminologies
  • Fixed bug where "Added By" and "Modified By" was posting wrong data
Program List
  • New [hidden] Department columns for Program List
  • Fixed bug during data refresh without nodes in Template Explorer
Timesheets
  • Remove lock from Timesheet month/date, if all lines were removed
  • Preventing duplicate departments with Timesheet Entry
  • Modified "Client Can Overlap With Two Providers" to restrict simultaneity same service
Custom SQL Commands
  • Refresh implementation for Custom SQL module
MongoTel Integration
  • New integration with phone system coming soon!

Friday, November 1, 2019

Better Task Management and more new and improved features with Revision 766

My Tasks & Explorer
  • New Save And Continue button on the Add/Edit Tasks dialog box
  • New "Merge" feature, allows you to combine the data and attachments of two Tasks into one, to help you keep your Explorer tidy
    • You can take an existing Task and decide to merge it "into" another Task
      By merging "into," the one selected will cease to exist, and its information and attachments will be inserted to another Task of your choice, in the file and position of the new destination
    • The system will show you a list of potential destination Tasks to choose from
    • The system will then show you a full picture of what the outcome will look like, giving you another chance to approve or retract
    • Once approve by you, the system will get to work in a instant
  • Lookup a Folder or Task, now with a search feature built.in
  • Improved refreshing functionality for Add/Edit Folders in Individual Explorer, to maintain up-to-date records
  • Fixed bug where Edit Task dialog had no icons for Save and Cancel buttons
Timesheets
  • Fix bug so that providers can work with multiple clients simultaneously (within the same Program)
Custom SQL Commands
  • Custom SQL now has animation while loading, to let you know the app is hard at work for you
Security
  • Allow minimizing Lock Screen, so that you focus on what matters to you
System
  • New "Save And Continue" button on some dialog boxes, will help you streamline your work
    • When editing some dialog boxes, you will be able to click on save periodically and save your work without loosing the dialog screen
    • Will not work on any new records, as they have to be entered, saved and closed
    • This will be implemented to more dialog boxes in the coming weeks; Open a ticket if you want to advocate for a certain dialog box

Thursday, October 31, 2019

Template Explorer and Bug Squashing with Revision 765

Individual List
  • Fixed "Brands" field
Individual Explorer & My Tasks
  • Introducing Template Packet Explorer 2.0!
    • Full folder hierarchy with similar theme as with Individual Explorer
    • Tasks grouped by Task Group
    • Task Groups with distinct appearance
    • Tasks sorted by specified value
  • Fixed bug at removing current Task from Group Members selection dialog
Individual Plans
  • Resolved bug where new Plan remained locked
  • Better refresh with Individual Plans, to maintain up-to-date records
Program List
  • Sort History Log by most recent first
  • Refresh Program List after add and edit, to maintain up-to-date records
Timesheets
  • Better refresh and position bookmarking with Timesheets, to maintain up-to-date records
Training
  • Fixed bug where client names came up blank with training registration
Security
  • Column improvement for Edit User dialog
  • Fixed bug with Users' History Log

Wednesday, October 30, 2019

Revision 764 Saves Individual Plans and updates Explorer

Client Explorer & My Tasks
  • Showing Sort Value in Template List
  • Showing task name on dialog title
  • Renamed Task "Description" to "Title"
  • Focus on Title on new tasks, and on Memo on existing record
  • Renamed completed Task Groups as File Group, so it maintains own characteristics
  • Added Find feature for Task and Folder selectors (more coming soon)
  • Removed current Task from the group members selection list
Program List
  • Updated diagnosis code with dot format
Individual Plans & Life Plans
  • Updated diagnosis code with dot format
  • Fixed bug where Plans always locked
  • Name SAP & LP, even without proper Oversight Agency set
Main
  • Increase size of Individual List ribbon button, to accommodate smaller screens
  • All dialog boxes now have the common Ctrl+S keyboard shortcut that will save a and close the screen
  • Redesigned the Error message box

Sunday, October 27, 2019

Revision 763 Brings Loads of new features with Individual Plans and More

Individual List
  • Age field with Client List
Individual Explorer and My Tasks
  • Task dialog has its own History tab
  • Added "Complete" and "Postpone" buttons for Task Groups
  • Refactored all task and Folder lists to include Full Paths
  • Revamped current start/end models on the Template level, to show user-friendly data in Program List grid
  • "Hide When Completed" implemented with Client Explorer
  • When creating a new SAP/SP from Explorer, the system will navigate to specialized SAP folder
  • Fixed Task Groups members colors
  • Fixed error with folders that were created on the Individual level
  • Fixed error when creating Template Folder without Parent ID
  • Fixed bug where Complete action weren't saved properly in the system log
  • Fixed double import error, when Template packet was set as "Import without root"
  • Fixed bug where Task Group relationships were lost during Import to Individual
  • Fixed error in My Tasks' Manager Mode with users with multiple departments
  • Fixed bug where double-clicking on Individual in My Tasks malfunctioned with Task Groups
Program List
  • Fixed bug where Brand or Oversight Agency values where missing
  • Individual Program Enrollment tab grouped by Agency
  • Individual Program Enrollment tab has new (hidden) "Brand" column
  • Show special folders as drop-down lists
Individual-Programs
  • Added proper codes to error message when trying to add double Program to Individual
Staff Action Plans and Service Plans
  • Plan dialog has its own History tab
  • Service Plan (Comfort Health) Implementation
    • Refactored "Duration" and "Qty" fields to allow text entry (was only allowing numeric values until now)
    • Show Plan of Care for Comfort Health
    • Hide POM List for Comfort Health (still shows in edit form)
  • Plan attachment count recalculated after new attachment is saved, to maintain updated information
  • Hide Duration column and edit field for OPWDD Staff Action Plans
  • Helpful user-friendly Tooltip for locked Plans, over Save button
  • Helpful user-friendly message bar with informative notices
  • Prevent POM errors with Plans, when Individual is less than 1 year old
  • New "X" button for Life Plan/Plan of Care drodown menu in Plans
  • View/edit Life Plan/Plan of Action dialog from Plan screen, without first saving the Plan
  • New Plan Properties tab
  • New Plan view-only mode
  • The long-anticipated Plan clone function
  • Button to view original Plan (if it's a clone)
  • Disallow removing attachments from locked Plans (only allowed for Managers and System Administrators);
Individual Gifts and Events
  • Add Tracking Number fields to Client Details report
Timesheets
  • Check for all approved units within Timesheet performed period, instead of just the first matching record. This will allow processing multiple overlapping approvals.
  • You can now save customizations with Timesheet List
HR
  • New Ext Number field with Employees
  • Fixed bug with CombinedTimeDataSource with longer results
Reports
  • Add Tracking Number fields to Client Details report
Security
  • Audit Log for Users List
Custom SQL Commands
  • Implemented Refresh function with Custom SQL module

Wednesday, October 23, 2019

Nice Upgrades and Fixes all over with Revision 762

Client Explorer and My Tasks
  • Automatically import Master System Template upon creating or editing Individual-Program enrollment
  • Departmental Tasks (Tasks connected to a Program but not assigned to a specific user) will now be assigned to entire Department, based om new "For Tasks setting within Users setting. (Up until now, it was based on Employee "Departments" records, but that caused issues with certain users)
Individual-Program Dialog Box
  • New Individual-Program fields:
    • "Brand" allows keeping track of the various operational brands (i.e. Hamaspik, Comfort Health)
    • "Oversight Agency" registers which agency (i.e. OPWDD, NYS DOH) is overseeing agency for the Program
  • Prevent enrolling Individual twice with same Program
  • Automatically import Master System Template upon creating or editing Individual-Program enrollment
  • Restrict saving Client-Program dialog, if no Caseworker is set
Program List
  • New Program List fields:
    • "Default Brand" will help streamline
    • Default Oversight Agency
Life Plans, Staff Action Plans and Service Plans
  • Attachments for SAP
  • More SAP hidden columns
  • SAP lock feature
  • Custom fields and terminologies for DOH Service Plans
  • Allow accessing Life Plan from SAP
  • Fixed bug with Life Plan Edit dialog, when opened via the SAP dialog, as it was selecting wrong LP record
Security
  • Redesign for the User Edit dialog box
  • New "For Restrict" and "For Tasks" fields within the Departments list

Tuesday, October 22, 2019

Revision 761 brings updates to SAP, My Tasks and more

Individual Explorer and My Tasks
  • Fixing broken My Task menu bar with Task Groups
Staff Action Plans and Service Plans
  • New fields in SAP printing
  • Expand field sizes with Plan Documents
  • Fixed bug with pipe in Display Name with Plan Documents
Timesheets
Main
  • More "Client" terminologies were changed to "Individual"

Friday, October 11, 2019

Revision 760 Also Introduced New Task Template Import Options

If Template packet is set to import without parent Folder, it will import the content only

Bug Fixing and Feature Enhancing with Revision 760

My Tasks and Individual Explorer
  • Fixed errors on My Tasks refreshing
  • Fixed errors with View As User
  • Updated warning message for Folder & Task propagation
  • Restricted permission for Propagation
  • Changed Adding-Group-Member dialog to select from list
  • Restored again double-clicking features for My Tasks
  • Ignore double-clicking on group row with Individual Explorer
  • Grouping a Task Group within its own group and highlighting it with Individual Explorer
Timesheets
  • Allow financial exports before Processing batch, based on setting

Thursday, October 10, 2019

Revision 759 fixes a few annoying Tasks bugs

Client Explorer and My Tasks
  • Allow adding new Task Group with Client Explorer
  • Fixed double-clicking with My Tasks
  • Fixed bug with errors in Edit Task dialog

Tuesday, October 8, 2019

Revision 758 fixes many bugs and introduces some new advanced features

Client List
  • The "Client" his hereon being referred to as "Individual"
  • Fixed Client List layout discrepancy with larger displays
  • Fixed 271 Import bug where MCO data was overridden by CCO data
  • Fixed 271 Import bug where certain names broke the process
Client Explorer and My Tasks
  • New Task Groups
    • Different Task type will help solve organizational and operational challenges
    • Own workspace within group that shows full list of member of group with options to:
      • Edit members
      • Mark member Tasks as completed
      • Postpone member
    • Add and remove members of group on the fly
    • Set up groups on Template level, and it automatically gets created and linked on Client level upon import
  • New Propagate feature
    • Update certain fields of all Client Tasks that were created through a Template Task
    • Send a full new task to be imported to all Clients that has Folder with Template's Folder as its Template (originator)
    • Send a full Folder full of Tasks and Folders to be imported to all Clients that has Folder with Template's Folder as its Template (originator)
  • Enable My Task Manager Mode for Admins
  • New "View as User" with My tasks
  • Faxed bugs with My Tasks, where wrong data was shown
  • Fixed "Template" drop-down menu in Folder Edit
  • Removed "Start after due?!" alter with My Tasks
  • Show and hide extra drop-down menu columns with Ctrl+Alt++ (hide with Ctrl+Alt+-)
  • Completed the Propagate function
  • Added 'Updates Report' message after propagating
  • More Postpone features
  • Fix bug where Manager mode shuts after refresh
Staff Action Plans
  • Fixed bug where minimum goals for under 18 showed error for clients over 18
Client Correspondences
  • Fixed bug where date caused errors
Program List
  • Limit Program list to active only (Is "Active" checkbox)
  • Fixed Service List layout discrepancy with larger displays
Timesheets
  • Fixed "Missing Billing Unit" errors
  • Fixed loads of Timesheet bugs, including missed errors, and errors while typing Program name
  • New safeguard against financial exports from non-processed Timesheet batches
  • Resolved several bugs
Training
  • Changing Training colors again

Tuesday, September 24, 2019

Revision 757 brings new features and fixes numerous bugs

Client List
  • Proper masking of Client phone numbers
Client Explorer
  • Fixing bug with folder that has no template, that it didn't show edit options, and threw an error
  • Edit Trigger directly in Edit Task dialog, with secret keyboard shortcut, if Admin or Manager
  • Resized Edit Task Template dialog to allow full large buttons
  • Fixed bug when editing Task without a contact
  • Fixed bug in Folders edit dialog where wrong display column was shown for Template lookup
  • Null checkboxes should be false with Task edit dialog
My Tasks
  • Move "Postpone" button from under Actions sub-menu, to direct display, in My Tasks
Task Templates
  • Fixed error when creating first folder within Program, where it seeks current non-existing selected folder as ParentId
  • Added Propagate button in TemplateTask Edit Dialog
Life Plans and Staff Action Plans
  • Minor changes to Printing SAP
Timesheets
  • Adding splitter with Timesheet List, to allow resizing detail grid
System
  • Secret enabling keyboard shortcut available for Admins (not just Managers); Secret enabling keyboard shortcut also enables Template editing on Client Task & Client Folder levels

Monday, September 23, 2019

Revision 756 Fixed Critical Database Issue

Client Explorer
  • Sort Template packets by order value, in "Add From Templates" menu
Life Plans
  • Prevent master/slave expansions with Life Plan grid
System
  • Fixed database issues with Kings SQLA server

Thursday, September 19, 2019

Revision 755 fixes many bugs from yesterday's release

Client Explorer and My Tasks
  • Handle File type of Explorer (completed Tasks)
  • Allow visibility on Explorer controls after change from a state of Invisibility
  • Fix bug where Topics didn't save in the Program List
Life Plans and Staff Action Plans
  • Fixed alignment on CCO & Care Manager fields in Life Plan Edit dialog
  • Fixed bug where Care Manager name was displayed after selection in Life Plan dialog
  • Renamed Meeting Summary field in Life Plan dialog
  • Fixed bug where client selection wasn't recognized in Life Plan edit
Timesheets
  • Fixed Timesheet "Allow Multiple Months Per Timesheet" restriction bug
  • Fixed bug that restricted modifying Month, once pressed Save And Continue

Wednesday, September 18, 2019

Revision 754 Brings Loads of new Features, Including Client Explorer 2.4

Client Explorer and My Tasks
  • Client Explorer 2.3!
    • Added new object-types to the Client Explorer, now you can create, edit delete and do other actions with the following types:
      • Folders (children folder with more content)
      • Tasks
      • Attachments (raw attachments, without being embedded within a Task)
      • Life Plans (new module, see below))
      • Staff Action Plans
      • Correspondences
      • Timesheets
      • Gifts
      • Events
    • Client Explorer now the default tab with Client List; Many new features with Client Explorer
    • Object Explorer now has Attachment-Count column (as a hidden column)
    • Newly redesigned Edit Task dialog
      • New Dependencies tab with Tasks Edit screen, will show all Tasks that will be triggered when this Task will become completed
    • Delete Folders
      • New feature to delete/archive Folder with all its Tasks
      • Deleting folders/tasks still allows undelete (through a database admin only)
      • Audit log with archived data of deleted data.
    • Mark as Complete Feature
      • Mark as Complete feature has been refactored to remedy some bugs
    • Postpone Feature
      • Updated Postpone button, to update the Start Date
      • Feature is locked if the Task is already due
      • Added Postpone option to Task Edit dialog
      • Added Postpone option to Client Explorer
      • Resolved some Postpone bugs
    • Templates
      • New Start Model for Task Templates: "Delayed Start"
    • Remove Task "attachment required" only if not yet due
    • Removed several browsing and editing errors and bugs
Add Client
  • The HIPAA-driven "Add Client" dialog now allows minimal information, to pull Client record
Life Plans and Staff Action Plans
  • New Life Plans!
    • Create as much data as you want with the Life Plan
    • Grid list available on the bottom of the Staff Action Plan grid
    • Full spacious editing dialog with many fields
    • Upload Life Plan attachments
    • Choose the relevant Life Plan within the Staff Action Plan
    • Find Client's Life Plan in the Client Explorer
  • Fixed bug where new Staff Action Plan has no POM list
  • Folder field removed (will soon automatically be displayed with its specialized folders, set on the Program level)
Timesheets
  • New set of restrictions that applies even for Superusers
  • "Client Overlap" Timesheet restriction won't allow same Program overlapping
System
  • Secret overriding shortcuts will only work with Manager-level users
Security
  • New specialized database logins for each user; Open ticket if your new user has issues, as old user credentials will soon cease to function

Tuesday, September 10, 2019

Version 1.0.0. 753

Client Explorer and Tasks
  • Fixing bug where Start Days and Due Days fields didn't bound properly in the Template level
Program List
  • Program ID should be read only
Timesheets
  • Locking Month editor when lines are entered in entry

Version 1.0.0. 752

My Tasks & Client Explorer
  • Total redesign of Task Edit dialog, with tabbed layout
  • Correspondence list within Task Edit dialog, filtered by the period between open and due-date of the task, with option to view and append notes
  • Complete reorganization of task and Explorer buttons, retiring the Task tab within the Client List
  • Redesigned the Import Task packet function, limiting importing Task packets only to relevant Program
  • Fixing bug with My Tasks colors not showing
Custom SQL Commands
  • Allowing wildcard (*) permission with Custom SQL

Sunday, September 8, 2019

Version 1.0.0. 751

My Tasks
  • Plus button to add log-like stamp with date/time and user's username for Task Memo field
  • New Tag Keywords field with Folders, will allow better reporting filtering
  • New Tag Keywords field with Tasks, will allow better reporting filtering
  • New Hide When Completed field with Tasks, will help you keep your book clean and to the point
Client List
  • Gift Recipient field now Read Only in Client List
Staff Action Plans
  • Prevent printing SAP with less than minimum goals
  • Preparing SAP for new modes: adding new fields:
    • Description
    • Folder
    • Progress
    • Is Draft
    • Is Locked
    • Is Review
Program List
  • New fields in Program List
    • In Choices
    • Master System Folder
    • Special Folder for Life Plans
    • Special Folder for Staff Action Plans
    • Special Folder for Monthly Summary Notes
    • Tag Keywords
Client Gifts and Events
  • New Tag Keywords field, will allow better reporting filtering
Custom SQL Commands
  • New Custom-SQL Security Module
  • Custom SQL Queries now shown to admins or all authorized users, and each query must be separately authorized per username
  • Record counter for Custom SQL List, with better grouping headers

Friday, September 6, 2019

Version 1.0.0. 750

Client List
  • Adding Client Cell Number to Client List (before edit)
  • Fixed bugs with errors when savings the Client Edit dialog
My Tasks
  • Improved the data refreshing feature with this module
Timesheets
  • Fixed bug with errors in Timesheets with Rockland County

Version 1.0.0. 749

My Tasks
  • Fixed bug where new Snooze feature was causing an error
  • Fixed bug where double-clicking Folder column didn't open the Folder when navigating to the Client List 
Client List
  • Fixed bug with errors after client gets deleted
Client Explorer
  • Completed Import Task Template packet to client
Timesheets
  • Fixed bug where timesheet accessed employee rate that its Employment History record was checked as terminated, but without a termination date

Version 1.0.0. 748

Client Explorer
  • When editing, don't navigate to Tasks tab
  • Relax resizing restriction with splitter between Navigation Pane and Main Explorer window
  • When creating new Task Client Explorer, automatically populate Program from current Navigation position
  • When creating new Task Client Explorer, automatically populate Folder from current Navigation position
My Tasks
  • Toggle Switch "Creator Mode"
Client List
  • Fixed bug where user couldn't select a Health Home in the Edit dialog
Staff Action Plans
  • Fixing bug where MCO field didn't print

Thursday, September 5, 2019

Version 1.0.0. 747

My Tasks
  • Double-click on Folder column in My Tasks to navigate to Client Explorer with selected node
  • Snooze & Postpone Tasks
Client Explorer
  • Refreshing client sustains Explorer positions
Client Correspondences
  • Changed from "Public" Correspondence to "Shared"

Version 1.0.0. 746

Client List
  • New "Health Home" field with Client List and Client Edit
  • New "CC Contact" fields with Client List and Client Edit
Client Gifts and Events
  • Relaxed required date and Description with Gifts and Events
Staff Action Plans
  • New SAP printing fields
    • DOB (client's date of birth)
    • ClientPhoneNumber (client's phone number)
    • MCO (client's Managed Care Organization; his insurance company)
    • InsuranceNo (client's insurance number)
  • See full list of available template fields
Program List
  • Several splitter features in Program List
System Lists
  • New "Health Home" list category
System
  • Primary ID shown in dialog titles

Tuesday, September 3, 2019

Version 1.0.0. 745

Custom SQL Commands
  • Added Navigation to Custom SQL results grid
  • Disabled editing with Custom SQL results grid
Client Explorer
  • Added Navigation to Client Explorer main grid
  • Moved "Add Templates From Template" from Client Tasks tab to Client Explorer tab
  • Handle tasks with Edit button in Client Explorer
  • Handle Edit click in Client Explorer for Staff Action Plans
  • Handle Edit click in Client Explorer for Events and Gifts
My Tasks
  • More (hidden) columns in My Tasks

Monday, September 2, 2019

Version 1.0.0. 744

Custom SQL Commands
  • Fixed bug where Command list didn't load sometimes

Version 1.0.0. 743

Timesheets
  • Fixing errors and bugs

Version 1.0.0. 742

Program List
  • Fixed bug where inactive Programs didn't show even when filter was removed

Version 1.0.0. 741

Main
  • Changed default timeout to 30 minutes
  • Fixed bug where lock-screen locked within seconds after login
Client List
  • Attachments tab and Attach Documents button within visible according to Setting
Client Edit
  • Client Age during Edit
Client Explorer
  • Client Explorer 2.2
    • Icons for Client Explorer objects (in main pane)
    • Access all Client records:
      • Folder system (The "Book")
      • Current tasks
      • Matured files
      • Staff Action Plans
      • Gifts
      • Events
      • Timesheets
      • Raw attachments
      • Correspondences
  • Add/Edit Folder dialog 2.0
    • Nest folders under other folders, with unlimited hierarchy
    • Sort folders within their parents
    • Fixed many bugs in Edit Folder dialog
  • Breadcrumbs 2.0 Client Explorer
    • Moved to top of folder navigation pane
    • Completely synced with folder navigation pane
    • Click any node to navigate
    • Drop down to navigate
    • Copy/paste full URL
  • Allow Template Triggers to other folders within service (for advanced users only)
  • Revamped Task refresh function, to eliminate wasteful refreshes
    • Fixed bug when data refresh in Client List caused error with Client Explorer
  • My Tasks filtered for started and not completed
  • Color chart in My Tasks
  • Fixed bug where creating a new Template packet refreshes everything, loosing place in Program List
Client Correspondences
  • Always allow add and edit Correspondence
Staff Action Plans
  • Added Client Address field to SAP printing
  • Fix bug where Staff Action Plan couldn't save before writing goals
  • Updated warning message when below minimum goals
Timesheets
  • Removed drag-border in Timesheet Entry
Training
  • Bug fixed with Combined Departments
Custom SQL Commands
Warning: for geeks only!
  • Custom Hamaspik Stored Procedures system for admins only

Monday, August 19, 2019

Version 1.0.0. 731

Client List
  • Medicaid CIN now automatically converts to uppercase
  • Validate Clients only with special privilege
Employee List
  • The "Employment Hist." tab is now "Departments"
Staff Action Plans
  • Minimum Staff Action Plan (Section II) Goals For Children (-18)
    • New field in Program List
    • Restrictions in place before saving SAP

Version 1.0.0. 730

Program List

  • Fixed bug where Enrolled Employees didn't load in the Program List

Staff Action Plans

  • Spell Checker for all! You can now enjoy the luxuries of M$ Word right in Enterprise, with full spell-checking capabilities.

Version 1.0.0. 729

Tasks
  • Manager's My Task
  • Trigger 1.0 Set a trigger where the closure of one task, sets the next task in motion
  • Wipe cached tasks during logoff
Staff Action Plans
  • Hide POM and Frequency columns as a Setting
Client Programs
  • Uniformed night/night+weekend+weekday settings within Service List and Edit Service
Timesheets
  • Fixed numerous Timesheet errors

Wednesday, August 14, 2019

Version 1.0.0. 728

Client List
  • Prevents saving really old dates of birth
Staff Action Plans
  • Full children's POM list

Version 1.0.0. 727

Task Templates
  • Fixed function in to show original name when renaming existing folder
Timesheets
  • Review documents now pulls exact criteria or filter set that the Timesheet List module had before opening the dialog
Training
  • Training colors changed again

Tuesday, August 13, 2019

Version 1.0.0. 726

Task Templates
  • New columns in Task Templates tab within Program List
  • "Template Attachments" are now "Sample Attachments"; "Add/Edit Template Task" became "Add/Edit Task Template"
Client Tasks
  • Handling task Template importing when Template has Start Model without Start Date, or Due Model without Due Date
  • Task Outcome headers cannot be edited after an outcome has been recorded
  • Full menu-bar implemented with filters and views
Staff Action Plans
  • New TABSProgramCode field for SAP printing templates

Friday, August 9, 2019

Version 1.0.0. 725

My Tasks
  • Resolved bug, where Program and Contact columns showed empty

Staff Action Plans
  • Eliminate errors in SAP printing, when Staff Action field is blank
  • Resolved bug, where he Cancel button malfunctioned
  • New TABSID field for printing Plan templates

Version 1.0.0. 723

Program List
  • "Is Active" field added to Program List and Edit dialog
  • Program List filtered for Active only
  • Force Effective Date filled in Client-Service dialog box (only test if Program is enabled for client, and could be disabled in settings)
  • Load Employee tab within Program, only if Department is set for that Program
  • Hide Diagnosis Code in Client-Program level, based on setting
Staff Action Plans
  • Only show POM list in Section 2 of the SAP, according to settings
  • Only show Frequency in Section 2 of the SAP, according to settings
  • Display Name for SAP Document Type grew from a maximum of 50 characters to 100 (after errors preventing printing in Rockland County)
Training
  • Changed colors for Employee Training Status

Wednesday, August 7, 2019

Version 1.0.0. 717

Client Tasks
  • Show departmental tasks (assigned to client, but not to user) in My Tasks
  • Improved data refresh
  • Double-Click to navigate to Client or Program records (was single-click
  • Color-coed My Tasks for progress status
  • [Beta:] create non-Client tasks for yourself or others
Staff Action Plans
  • Fixed bug when printing SAP without manager on SAP Service dept.
Program List
  • Sort clients within Program List "Enrolled Clients" tab, in alphabetical order
Client Program Connection
  • Diag Codes full list, implemented in Client-Service level
Reports & Exports
  • New optional "Place Of Service" column in FEZ export

Tuesday, August 6, 2019

Version 1.0.0. 716

Main
  • Sending emails directly through Enterprise versus Outlook, is now optional through settings
Client Gifts & Events
  • Improved function populates Gift headers to skip records empty values
Client List
  • Renamed "Services Enrolled & Documents" tab to "Programs Enrolled" in Client module, and renamed Service List as Program List in that same tab
  • Force service-selection when enrolling client to service
HR
  • New Payroll Exceptions special permissions
Tasks
  • Open My Tasks tab on application start
  • My Tasks grouped: Past Due, Not Yet Due, No Due Date
  • You can now have task without due date
  • Badges on Ribbon
  • Hide overdue Tasks on lock-screen, if zero are overdue
  • Numerous Data Refresh functions to keep Task data up-to-date (if you notice missing refreshes, please open ticket)
  • Fixed dozens of bugs in the Task Templates and Client Task levels
Timesheets
  • Fixed bug with Max Consecutive Hours
  • Fixed bug with Effective Units when timesheet date is same as from date
  • Fixed bugs with ABA and other Multi-Service timesheets
Others

Wednesday, July 31, 2019

Version 1.0.0.712

Main
  • Enterprise can now send emails directly through the software, without having to open - sometimes numerous - Outlook windows
Client Gifts & Events
  • Fixed glitch where Events didn't automatically populate header fields if this event had prior data
Staff Action Plan
  • Options to show/hide fields via settings
  • Solved glitch where an error showed CC_Desc being null during printing
Tasks
  • Many new fields
  • New My Tasks module, with new dialog box to edit
  • My Tasks now opens with the application start
  • Tasks shown on lock-screen and on Ribbon Button, as badge
  • In the Client List, show all assigned to others
  • In the Client List, show all assigned to no one
Timesheets
  • Timesheet Processing now sorted in descending ID order

Friday, July 26, 2019

Version 1.0.0.709

Client List
  • Fixed glitch when saving a new client were an error "There is no original data to access"
Client Staff Action Plans
  • Fixed glitch where CCO field was filled with Client Code or CCO ID instead of the CCO's actual name
  • Fixed glitch where Review Comments was filling a "False" string value, and then printing that on the PDF
  • Fixed glitch where Service Date printed as Jan 0001
Program List
  • New "Active" column, with "Active Only" pre-filtered

Wednesday, July 24, 2019

Version 1.0.0.703

Main
  • Added new preventive measure against screen locking during work
Client List
  • New County field
  • New Parent Cell field
  • New Insurance ID Number field
  • Fixed glitch with Potential Duplicate Client function
Client Gifts
  • Prevent clicking on Gifts buttons if no Gifts in list
  • Data added in Client Details Report
  • Enforce header-value pairs with custom data fields
Client Plans
  • Total redesign of process to print Staff Action Plans, including dialog to select which documents to print, which provider to print timesheets for, and chance to fill ServiceDate automatically
  • Many new fields added for template design
Client Reports
  • New columns added:
    • Gift/Event Type
    • Gift/Event Description
    • Gift/Event Date
    • Event 4 custom fields
  • New filters added:
    • Gift/Event Type (glitch alert: list doesn't load)
    • Gift/Event Dates Range
Client Tasks
  • Default Task filter is now set to nothing

Tuesday, July 23, 2019

Version 1.0.0.702

User List
  • New "HR-Reports-PayrollExceptions" System Module for access to the Payroll Exceptions report

Version 1.0.0.701

Client Plans
  • Converted Review Date to a date field
  • Fixed glitch where client name didn't print
Client Tasks
  • Allow Admins to edit completed tasks

Version 1.0.0.700

Client Services
  • New Designated Caseworker field for each Client-Service record
  • New Department-Restricted field for each Client-Service record
Client Tasks
  • Full "View" and "Filter" menus:
    • View all tasks collapsed
    • View all tasks expanded
    • View all tasks assigned to you
    • View all tasks, regardless of assignment
    • View all uncompleted tasks
    • View all due tasks
    • View all overdue tasks
    • View all tasks, regardless of completion status
    • Remove all filters
  • Added Attach File button is Edit Task screen
  • New "Has Attachment" column in Tasks list in Client List
  • Client Task Templates in Service List:
    • Create, rename and delete Folders
    • Create, edit and delete template tasks, grouped by aforementioned folders, with own template attachment and two optional due dates modules
    • Load Template package into Client, and get access to template's attachments
    • Automatically assigns generated tasks to user generating
    • Double-click Folder to rename
    • Double-click Task Template to edit
  • New "Complete" button in Edit dialog box
  • New "Incomplete" button in Edit dialog box
  • New modern-styled priority field
  • If Due Date is blank when marked as Completed, it will automatically set its Due Date to current date/time
  • Fixed many glitches
Client Gifts & Events
  • Module now accommodates event planning:
    • New 3 sets of custom data in header/value pairs
    • Each event has unique headers
Staff Action Plan
  • New "Review Date" field
  • Allow hiding "Changes Needed" field
  • Checking and suppressing for more errors before printing Plan
  • Handle Plan-location for services with permanent locations (i.e. IRAs)
  • Impose Staff Action printing restriction before creating Plan
Training
  • Removed "Time In" column in Training checking sheet
Users
  • User List is not editable in grid screen

Thursday, July 18, 2019

Version 1.0.0.697

Main
  • Glitch Repair: Lock screen won't appear before user logs in the first time
Client Correspondences
  • Filter your Client Details Report according to the following new criteria
    • Clients with Correspondences within a list of Programs
    • Clients with Correspondences with a certain topic
    • Clients with Correspondences within a period
    • Clients missing Correspondences within a period
Client Reports
  • Total redesign of report filters in the Client Details Report, including new fields (read more under the Client Correspondences section) and reversing the conditions of each field. Check it out, and feel the power...
Client Tasks
  • New "Completed" column with icon based values
  • Hide Task button when loading client
  • Add, read, print and delete attachments
  • Task Template have their own attachment that are shown in the Task Edit window, allowing you to access and print
  • Glitch Repair: Fixed errors when Task due date is empty
HR
  • Strip Employees' SSN strips dashes and spaces before counting for 9 digits, comparing against existing records and saving current record to Database

Tuesday, July 16, 2019

Version 1.0.0.693

Client List
  • Allow creating a new client without MedicaidCIN, TABSId or SSN, and prevent duplicates by first initial of last name + DOB
Client Correspondences
  • Attach File button implemented
  • Optimize columns
Client Gift Schedules
  • Full attachment support
Client Plans
  • New "ProviderID" field in Templates
  • POM recording for Section 2 of the SAP
  • Refactor Plan Printing to accommodate various scenarios with multiple detail types per sheet, to multiple sheets per type
Client Tasks
  • New Tasks feature

Sunday, July 14, 2019

Version 1.0.0.692

Client Correspondences
  • The Attachment column is now icon based, instead of native checkbox, allowing more space for other more-important columns
  • The Notes column will now have a stripped version missing the first username/date-time stamp, to allow reading a truncated version of the notes
Client Reports
  • Redefined Correspondences implementation in fields with the "Client Details Report":
    • Show the "Entered By" column of a Correspondence
    • Show the "Start" date-time column of a Correspondence
    • Show the "End" date-time column of a Correspondence
    • Show the "Method" column of a Correspondence
    • Show the "CID" column of a Correspondence
    • Show the "Topic" column of a Correspondence
    • Show the "Notes" column of a Correspondence. Caution: will turn report into very long trail of lines
  • Redefined Correspondences implementation in filters with the "Client Details Report":
    • Filter client records based on whether the client had a Correspondence within a period of time
    • Filter client records based on whether the client had a Correspondence with a certain Program, regardless of the actual enrolled programs

Friday, July 12, 2019

Version 1.0.0.691

Client Plans
  • New fields:
    • Changes Needed
    • Discussed Service and Support
    • Challenges Experienced
    • Individual Satisfied
    • New Strategies and Methodologies
Client Reports
  • Correspondences implementation in fields and filters

Version 1.0.0.690

Clients
  • Sort Client History tab in descending order
Client Correspondences
  • User ID is now based on Enterprise login data, in oppose to Windows user data
  • Removed extra lines in memos
  • New "Has Attachments" column

Wednesday, July 10, 2019

Version 1.0.0.687

Main
  • Fixed Glitch: Handling error when hitting Escape button with no modules open
Client Correspondences
  • Client Correspondences system rolled out as phase 3:
    • Attachments
    • Private Correspondence recordings
    • Public Correspondence recordings
    • Double click on a Correspondence in the list to open/edit
    • HIPAA compliance
Program List
  • New Billing Unit: Daily
  • New Enforce "Exceeds Units Approved" Errors setting, will allow to put stricter limitations on exceeding approved units.

Version 1.0.0.684

Clients
  • Client details now shows in dedicated tab (#HIPAA)
  • Client Correspondences system rolled out as phase 2
  • Double-click Gift Schedule to edit
  • Gifts tab hidden if client is not a Gift Recipient
Client Plans
  • Plan Printing will have less errors if fields were left empty

Monday, July 8, 2019

Version 1.0.0.683

Clients
  • New tab: Correspondences. Will soon record all correspondences between the client and yourself, to improve relationships and streamline communications.
Client Gifts
  • The Gift & Events tab is completed! Use it to schedule gifts, ship, track and more.
Client Plans
  • Double-click Plan to edit
  • New "Today's Date" field in Plan Templates
  • New "Care Coordinator" field in Plan Templates
  • Fixed Glitch: Showed error when Plan Document's "Provider-Based" field wasn't set
Training
  • New {TrainingName} training email parameter
  • New {Date of Training} training email parameter

Wednesday, July 3, 2019

Version 1.0.0.682

Main
  • Audit Log/Edit History now captures full field name-value sets, for pivot presentation
  • Timeout Lockscreen doesn't cover the Start Menu and Taskbar
  • Cannot shut Timeout Lockscreen with Alt+F4 or Ctrl+F4
Clients
  • New "Parent Email 2" field for Clients
  • New tab: Gift Schedules (still under development)
Client Reports
  • Client Details Report is now limited to clients under user's department (#HIPAA)
Client Plans
  • Plans now prints will Timesheets and Monthly Summary Notes, per provider
  • New ProviderName field for Templates
  • New ProviderAddress field for Templates
  • New LocationOfService2 field for Templates
Timesheets
  • Restrict Timesheet Entry to Programs within authorized Department(s) (#HIPAA)
HR
  • Glitch fixed: Employee ID in Employee List doesn't show as a number

Tuesday, July 2, 2019

Version 1.0.0.681

Clients
  • New "Parent Email" field for Clients
  • New "Parent Phone" field for Clients
Client Services
  • New Notes field in Client Services

Version 1.0.0.680

Client Plans
  • New "Is Provider Based" field for Plan Documents (will soon allow )
  • New ServiceName field for Plan Templates

Version 1.0.0.679

Plan Printing
  • Fixed errors when service doesn't have managers set properly

Version 1.0.0.677

Client Plans
  • Fixed numerous glitches where wrong fields were printed or omitted
  • Service Manager & Service Manager Position fields are now conditional
Program List
  • Expose "Max Clients Per Unit" in ServiceList
Program Units
  • New "Is Daily Unit" field in Billing Units


Friday, June 28, 2019

Version 1.0.0.676

Timesheets
  • Misspelling in Ribbon: Timesheet Processing

Thursday, June 27, 2019

Version 1.0.0.675

Main

  • Timeout screen-lock fixed with numerous errors and glitches
  • Timeout screen-lock now detects activities inside dialog screens
  • Timeout screen-lock now shows above all screens, to allow access for login
Client List

  • Hide File # suffix from Employee List
  • Client List is now sorted by LastName, FirstName
  • Glitch Repair: Employee SCR now saving with no issues
Client Plans
  • Printing module updated
  • Added delete row to all Plans tabs
  • Fixed more Plan Printing glitches
Program List
  • Locked Program List width

Timesheets
  • Glitch Repair: Suppress errors on timesheets without notes

Monday, June 24, 2019

Version 1.0.0.672

Client Plans
  • Force CCO setting before printing Plan to prevent errors
  • Generated CQL-POM lists for later usage
  • New fields in Plan Templates:
    • Review Date
    • Review Comments
Client Programs

  • New fields in Program List and in FEZ Export:
    • Location Code
    • Other Providers (list)

Client-Program Relationship
  • New fields in Client-Program Dialog and in FEZ Export:
    • Diagnosis Code
    • Authorization No.

Friday, June 21, 2019

Version 1.0.0.671

Client Plans
  • Access any Program List data in templates
  • Glitch Repair: Numerous errors when printing Plan
HR

  • Removed "Requisite Contact" fields from view and edit screens
  • Renamed "Maiden Name" field to "Maiden Name / Alias" in view mode

Version 1.0.0.670

Main
  • New screen-locking mechanism when enterprise is inactive after a while. Log back in, and continue where you left off. (#HIPAA)
Client Plans
  • Templates can now be paginated

Wednesday, June 19, 2019

Version 1.0.0.669

Client Plans
  • Expiration Date isn't being validated anymore
  • Service with location in its property, won't ask for "Location Of Service", but rather pull data from new "Address" field in Program List
HR
  • Employees' "Maiden Name" is now "Maiden Name / Alias"
  • Employees' label "Application Status" now consistent (in Rockand) both during view and edit

Version 1.0.0.668

Clients
  • Prevent duplicate clients
Client Plans
  • Dialog screen is now called "Add/Edit Staff Action Plans"
  • "Effective Date" is now "Plan Date"
  • "Internal Safeguards" is now "Additional IPOP Safeguards"
  • Restrict setting Expiration Date later than 6 months
  • "Location Changes Needed" and "Discussed Service & Support" are hidden during setup
  • Submit a new Template
  • Added many new fields for templates (see full list)
  • Increased speed of printing Plans
  • Glitch: CCO data now fills properly
  • Glitch: Service data is now pulled from service related to this Plan
  • Coming soon: Plan Reviews
Programs
  • New field: Max Clients per Unit
  • New field: Address, useful for IRAs and other certified locations

Monday, June 17, 2019

Version 1.0.0.667

Client Plans
  • New fields available in the template to print Staff Action Plans
  • Will soon allow to print plans with multiple objectives per goal
HR
  • Will not allow setting up new employee without a SSN, to prevent duplicates

Version 1.0.0.665

Main
  • Fixed installation error with missing files

Version 1.0.0.664

Main


Client Plans
  • Client Plans are again named "Plans," replacing the short-lived "Forms" tab. But rest assured that a broader Form platform will follow soon enough, that will allow the automatic creation of various forms based on client data.
  • Fixed glitch: Plans with errors are not saving anymore
  • Fixed glitch: Deleting Plans now deletes all its SAP and IPOP rows
  • Printing Plans is now doable. Please submit forms via ticket system for implementation
  • Renamed "Print" button, to "View & Print"
  • Printing documents (various pages within a packet) will be sorted with predefined order
  • Plan Templates became much more simplified: design one template and use across multiple services
  • Plan Template got new dynamic fields (i.e. service name, document type and most service data and settings), to be utilized by coordinators
Client Services
  • New columns in the Enrolled Employees tab

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