Revision 876

Updates

Preface

The focus of this update is user experience!

Our team optimized numerous areas and removed unnecessary steps to improve the user's experience. The heart of the mission lies with the Individual List, and most notably the Individual Explorer and the Task Edit dialog. But we didn't forget of the all important Timesheet List and Timesheet Edit dialog, spending a lot of time improving the workflow and removing bottlenecks.

Individual List

Individual List

• Speed Optimization!
  • Has the Individual List become too slow? I know! Now, we'll be loading the content of one tab at a time, to drastically reduce the time it takes to navigate from one Individual record to another.
  • We also took the liberty to change default tab to be Correspondences, to help reduce the load. You're current selected tab will still persist when moving from one Individual record to another.
  • Fixed bug where many Explorer objects didn't open due to the delayed loading
• Added new hidden columns to Client List
  (see Columns Layout)
  • Expose the TABS ID column to find an Individuals by their TABS ID
  • Expose the Phone Number column to find an Individuals by their Phone Number

Individual Enrollment

• Did you notice the "Hours Approved" column for the Authorization table in the Enrollment dialog? What does it do? It's a read-only (cannot be manually edited) field that calculated the units entered in the neighboring Units Approved, divided by the 52 weeks of the year. Being that it's not too helpful for none-OPWDD Enrollments, this column will now be hidden for non-OPWDD Enrollments.
  ​
• Streamlined terminology for Enrollment and Authorization

Tasks and Explorer

Core

• Increased speed of opening the Task Edit dialog with around 30 percent
• Removed extra space in the Group Members tab for the Edit Task dialog
• Fixed bug where Attachment data were missing for Task Group members
• Fixed sort order for Task Group members

Individual Explorer

• Fixed bug where Individual Explorer didn't reflect current Program
• Fixed bug during importing template using wrong Program ID when the root Program node was selected
• Prevent importing Master System Folders without it's master, as it will not recognize that it's been imported, and will continuously ask to be imported again

Template Explorer

• Only add Parent Folder to the Edit Folder dialog if Root was not selected and folders exist. This is to prevent the automatic setting of a Parent Folder without the user's intent or knowledge.
• Remove deleted folders from the destination list for the Copy Template Packet function
• Fixed bug where the Copy Template Packet function was showing errors
• Fixed bug where the Copy Template Packet function missed certain Triggers
• Fixed bug where the Copy Template Packet function missed certain Groups

Individual Plans

Life Plan / Plan of Care

• Life Plan 2.0
  • New design
  • Authorized Services table
  • History tab

Staff Action Plan / Service Plan

• Renamed SAP's Effective Date to Plan Date
• New "Supporting Function" tab for Children's Waiver Service Plans
• Removed bug where Review data was copied with Cloned Plan, even when marked as new Plan

Reports

• New reusable function (SQL View) for compliance reports with Individual Plans

Program List

Program List

• Added "x" button for Templates Shared From DDL in Service Edit, to allow removing sharing without having to select another item from the list

Rate Brackets

• Rate Brackets is now tabbed with a History tab

Timesheets

Timesheet List

• Add double-clicking to Timesheet List for editing
• Added Ctrl+E keyboard shortcut to Timesheet List for editing
• Add Rate Bracket Label as field to the Details Pane of Timesheet List
• Added Rate Bracket ID as hidden columns to Timesheet Details grid
• Added Rate Bracket Label as hidden columns to Timesheet Details grid

Edit Timesheet Dialog

• Removed recently-added fields for Service ID, Individual ID and Provider ID, as it will all be replaced by the Timesheet barcodes
• Add provider's phone number as a tool-tip to the field in Timesheet. Put your mouse over the provider section to get their phone numbers.
• New design for Timesheet Entry:
  • Added History tab to Timesheet Entry
  • Organized corner into tabbed group
  • Added splitter in Timesheet Entry for a more flexible design
    ​
• Prevent entering lines before selecting an Individual and a Program
• Allow modifying Program with existing Timsheet
• Better handling of null Service ID
• Handling missing start or end times
• Fixed bug where preview and delete icon buttons were hidden
• Fixed overtime bug

Covid-19 Overtime Exemption

• Covid-19 exemption ends 6/7/2020
• Update messages for Violation that were exempted for Covid-19. Initially it removed the Violations, but now it will display them with a notice of the exemption and it will allow all users to save record.
• Fixed discrepancy on Covid Timesheet exemption

Batches and Processing

• Fixed bug with inactive Individual-Program ignorance

Miscellaneous

Attachments

• Attach document from scanner. Use your local or network scanner to upload documents directly to the app.

Stay Up To Date

Planning and Making

If you're a director, you can get involved in the project planning, by joining the committee. Ask your manager if you are authorized to join the team. If not, you may still ask your supervisor to share with you the ideas, plans and schedule.

Testing and Making

Our development team is putting together a team of test users, who will be allowed to test new features before it's released to the broader user-base and will be asked their opinions regarding the planning of features. If you're interested to become a test user, please reach out to the development team.

Revision 863

Updates

Individual Enrollment

• Users cannot activate Individual Enrollment if Individual's record is missing the FundEZ code, if dictated so in the Program settings (see Requires FEZ Code field under Program List)
  
  
  

Tasks and Explorer

Core

• Ask for Declining reason, only if required (this is set on a Program level)
• Fixed bug of missing attachment data for Task Templates

Individual Explorer

• Show content of Folder, even if it's mapped for special use
• Fixed bug where the Import Template Packet wasn't always connecting to the right Program

Template Explorer

• You can now remove all mapped folders, without selecting new folder. See the "Program List" section for more details

Individual Plans

• Adding a new Plan, is now a drop-down list, with options to add a Staff Action Plan (Service Plan) or a Life Plan (POC)
  
  
• New option to add new a Life Plan (POC) directly from within the Staff Action Plan (Service Plan) dialog
  

Program List

• New "Requires FEZ Code" checkbox (see more at Individual Enrollment)
  
  
• New "X" button allows you to remove mapped folders, to leave it blank
  
  

Timesheets

• Fixed several errors

Multi-Service Entry

• Fixed bugs with dialog

Units Meter

• Fixed bugs and enhanced visual
• Moved to the bottom, ti remedy display issues
• Overages now displayed in red

Covid-19 Overtime Exemption

• Remove non-OPWDD Programs from the overtime exemption throughout the coronavirus season

Training

• Fixed bugs caused by text-lengths in training due-dates report
• Percentage column in Training Status Report

MongoTEL integration

• Fixed bugs

Main & Security

History Log

• Better capturing user's login experience

What's Ahead

We weren't supposed to tell you this... but here it is anyway...

The long-awaited Summary Notes are coming very soon! You will be able to store your Summary Notes attachments, directly from the Timesheet module, and see it from different places too.

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But I'd like to know what's next already...

If you're a director, you can get involved in the project planning, by joining the committee. Ask your manager if you are authorized to join the team. If not, you may still ask your supervisor to share with you the ideas, plans and schedule.

Revision 859 ushers a revolution!

Did you know?

Themes to Enhance your Enterprise

ⓘ You now have a newly designed theme and skin for the entire Enterprise experience. You can change the theme - or the skin within many themes, by selecting various options in the top-left menu:

Change themes and skins

You can read documentation on Enterprise, and become a pro!

ⓘ We've written several documentations and tutorials for Enterprise, that you might find helpful. Simple open your InvGate Ticketing System page, login and choose "Articles" from the left menu. Navigate (on the top-right) to the Categories "Hamaspik Enterprise" or "Standard Operating Procedures > Enterprise Usage Standard Operating Procedures". This is just the beginning; More articles to come soon. Stay tuned!

No screenshots here; See it for yourself...

But what if the Task became inapplicable?

How many times have you encountered a situation where a Task was created for you in good faith, but has lost it's applicability? Deleting it, would break the chain of records. Marking it as completed, is just a lie, and will make your nose grow... Postponing it, is just pushing off the problem, with reports still providing false data.

Boy, have we got a solution for you! In the coming days, we'll be rolling out a new feature, where a Task could be marked as "Declined" or "Canceled," clearly labeling it as neither completed nor needed to be completed ever.

Decline a Task

Write a reason for the decline

And - if you're more of a bossy type (i.e. a Director) - you can control from a task Template whether the user will be able to Refuse a Task, and whether the user will be required to enter a reason for the refusal. If not required, you still have the freedom of speech, and can always provide a reason voluntarily (covering yourself in case of a managerial audit).

Allow/disallow declining with/without reason

🚧 This is part of the Declining Tasks (Epic 18) project

 Updates

Tasks and Explorer

Core

• Long-awaited "Decline" feature; Read above
• Improved data accuracy

Individual Explorer

• Excluded Timesheets from the top-level Program, if it's being shown in the mapped Timesheets folder
• 🚧 This is part of the Timesheet System Folder (Epic 16) project

Individual Plans

• Prevent deleting Plans that have children
• In the future, you'll be able to remove relationship, allowing deletion

Program List

• Add or edit Programs with keyboard shortcuts

Read: Keyboard shortcuts for Enterprise

Timesheets

• Fixed "Start Of Week" to run from Sunday to Saturday
• Added new columns For Timesheet List and Timesheets Data View:
  

  

  New Timesheet columns

  Read: How to expose hidden columns

• Individual ID
• Individual FEZ Code
• Provider ID
• Provider Employee File Number
• Service ID
• Timesheet ID

Data Entry

• New switch "Live Validation"
  

  

  Live Validation switch and Recalibrate method
  
  

• Will allow smoother sailing with swift interface before turning on violation checking
• You can always recalibrate (check again for violations)
• You must recalibrate before saving, if changes were made
• Added filter to only enforce timesheets approvals for Programs that have "Requires Approval Units" turned on
• Check again for Rate Bracket matching, and process against all violations, upon changing Program for existing Timesheet
• Allow manually changing Rate Bracket
• Coming soon: "Save as Draft" option

Batches

• Enabled processing & exporting batches from processing screen without edit screen

Imports

• System will new try to assume proper Rate-Bracket for eVeryo Timesheets, upon import
• New popup upon eVero import, reminding user to open Timesheets to calibrate Rate-Brackets, for lines that automatic assignment failed

Reports

• Fixed Overnight Report error, and drastically optimized speed

MongoTEL integration

• Integrating MongoTEL is almost completed. You can now see incoming calls from your Individuals and family, as well as employees and providers.
• Coming soon: Click to open Individual/Employee profile, as call comes in

Enterprise shows incoming MongoTEL phone calls

Main & Security

• New themes and colors; read above

History Log

• Use computer username for auditing, when login name is null (before logging in)

Stay Up To Date

Are you subscribed to our updates? If not, you're surly missing out on many great features. Sign up now!

Enter your email address:

But I'd like to know what's next already...

If you're a director, you can get involved in the project planning, by joining the committee. Ask your manager if you are authorized to join the team. If not, you may still ask your supervisor to share with you the ideas, plans and schedule.

Revision 758 fixes many bugs and introduces some new advanced features

Client List

• The "Client" his hereon being referred to as "Individual"
• Fixed Client List layout discrepancy with larger displays
• Fixed 271 Import bug where MCO data was overridden by CCO data
• Fixed 271 Import bug where certain names broke the process

Client Explorer and My Tasks

• New Task Groups
• Different Task type will help solve organizational and operational challenges
• Own workspace within group that shows full list of member of group with options to:
• Edit members
• Mark member Tasks as completed
• Postpone member
• Add and remove members of group on the fly
• Set up groups on Template level, and it automatically gets created and linked on Client level upon import
• New Propagate feature
• Update certain fields of all Client Tasks that were created through a Template Task
• Send a full new task to be imported to all Clients that has Folder with Template's Folder as its Template (originator)
• Send a full Folder full of Tasks and Folders to be imported to all Clients that has Folder with Template's Folder as its Template (originator)
• Enable My Task Manager Mode for Admins
• New "View as User" with My tasks
• Faxed bugs with My Tasks, where wrong data was shown
• Fixed "Template" drop-down menu in Folder Edit
• Removed "Start after due?!" alter with My Tasks
• Show and hide extra drop-down menu columns with Ctrl+Alt++ (hide with Ctrl+Alt+-)
• Completed the Propagate function
• Added 'Updates Report' message after propagating
• More Postpone features
• Fix bug where Manager mode shuts after refresh

Staff Action Plans

• Fixed bug where minimum goals for under 18 showed error for clients over 18

Client Correspondences

• Fixed bug where date caused errors

Program List

• Limit Program list to active only (Is "Active" checkbox)
• Fixed Service List layout discrepancy with larger displays

Timesheets

• Fixed "Missing Billing Unit" errors
• Fixed loads of Timesheet bugs, including missed errors, and errors while typing Program name
• New safeguard against financial exports from non-processed Timesheet batches
• Resolved several bugs

Training

• Changing Training colors again

Version 1.0.0. 716

Main

• Sending emails directly through Enterprise versus Outlook, is now optional through settings

Client Gifts & Events

• Improved function populates Gift headers to skip records empty values

Client List

• Renamed "Services Enrolled & Documents" tab to "Programs Enrolled" in Client module, and renamed Service List as Program List in that same tab
• Force service-selection when enrolling client to service

HR

• New Payroll Exceptions special permissions

Tasks

• Open My Tasks tab on application start
• My Tasks grouped: Past Due, Not Yet Due, No Due Date
• You can now have task without due date
• Badges on Ribbon
• Hide overdue Tasks on lock-screen, if zero are overdue
• Numerous Data Refresh functions to keep Task data up-to-date (if you notice missing refreshes, please open ticket)
• Fixed dozens of bugs in the Task Templates and Client Task levels

Timesheets

• Fixed bug with Max Consecutive Hours
• Fixed bug with Effective Units when timesheet date is same as from date
• Fixed bugs with ABA and other Multi-Service timesheets

Others

• Ctrl+Shift+L keyboard shortcut for Other Lists

Version 1.0.0.712

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

Version 1.0.0.700

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

Version 1.0.0.692

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

Version 1.0.0.690

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

Version 1.0.0.684

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