- 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
