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