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
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
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
User List
- New "HR-Reports-PayrollExceptions" System Module for access to the Payroll Exceptions report
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
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
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
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
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
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
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
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
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.
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
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
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
Clients
- New "Parent Email" field for Clients
- New "Parent Phone" field for Clients
Client Services
- New Notes field in Client Services
Client Plans
- New "Is Provider Based" field for Plan Documents (will soon allow )
- New ServiceName field for Plan Templates
Plan Printing
- Fixed errors when service doesn't have managers set properly
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
