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
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
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
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
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
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
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
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
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
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
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"
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
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
Custom SQL Commands
- Fixed bug where Command list didn't load sometimes
Program List
- Fixed bug where inactive Programs didn't show even when filter was removed
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 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
