Version 1.0.0.676

Timesheets

• Misspelling in Ribbon: Timesheet Processing

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

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.

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

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

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

• Keyboard shortcuts

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

Version 1.0.0.663

Clients

• Clients must have a Date of Birth on file, as well as Social Security Number, Medicaid CIN or a TABS ID, to enable a match via the Connect Service to Client dialog
• New clients are not immediately visible, until they are set up with same department as user, via the Connect Service to Client dialog (#HIPAA)

Client Plans

• Total redesign and function expansion of Client Plans, fully supporting Staff Action Plan entry.

Client Services

• Newly created Service is Active by default
• Fixed glitch that hid Department Name in the Service List
• New Tab now shows list of Enrolled Employees. much like the Enrolled Client until now. Double-clicking record, will navigate app to employee profile.

Timesheet

• Show timesheets - even without attachments - in Review Documents, but with an alert of missing documents.

Training

• Training Status now pulls requirements from all departments; not only primary.

Version 1.0.0.662

Main

• Removed "Group Homes" from Ribbon

HR

• Added future date exception to payroll exception report
• User list is now displayed with last name, first

Timesheets

• Timesheet Rate is now editable

Training

• Corrected misspelled Tab

Version 1.0.0.658

Services

• "Services" are now "Programs"

HR

• User list is now sorted

Timesheets

• Allowing now for overlapping timesheet with clock-in, if the service is set to "Hours Excluded From Payroll"

Client Plans and Forms

• Interface hidden during construction

Version 1.0.0.655

Clients

• The Connect Service to Client dialog can be hidden with a setting

HR

• New Office Worker field could be shows or hidden by a setting (will not show in Kings)
• New Office Worker field now shows in Employee List, and is available as a filter in the Employee Details report

Version 1.0.0.653

Clients

• New Notes field for clients

Services

• Service must have be assigned to a department

Version 1.0.0.651

Clients

• New Office Worker field in the client edit screen