Revision 763 Brings Loads of new features with Individual Plans and More

Individual List

• Age field with Client List

Individual Explorer and My Tasks

• Task dialog has its own History tab
• Added "Complete" and "Postpone" buttons for Task Groups
• Refactored all task and Folder lists to include Full Paths
• Revamped current start/end models on the Template level, to show user-friendly data in Program List grid
• "Hide When Completed" implemented with Client Explorer
• When creating a new SAP/SP from Explorer, the system will navigate to specialized SAP folder
• Fixed Task Groups members colors
• Fixed error with folders that were created on the Individual level
• Fixed error when creating Template Folder without Parent ID
• Fixed bug where Complete action weren't saved properly in the system log
• Fixed double import error, when Template packet was set as "Import without root"
• Fixed bug where Task Group relationships were lost during Import to Individual
• Fixed error in My Tasks' Manager Mode with users with multiple departments
• Fixed bug where double-clicking on Individual in My Tasks malfunctioned with Task Groups

Program List

• Fixed bug where Brand or Oversight Agency values where missing
• Individual Program Enrollment tab grouped by Agency
• Individual Program Enrollment tab has new (hidden) "Brand" column
• Show special folders as drop-down lists

Individual-Programs

• Added proper codes to error message when trying to add double Program to Individual

Staff Action Plans and Service Plans

• Plan dialog has its own History tab
• Service Plan (Comfort Health) Implementation
• Refactored "Duration" and "Qty" fields to allow text entry (was only allowing numeric values until now)
• Show Plan of Care for Comfort Health
• Hide POM List for Comfort Health (still shows in edit form)
• Plan attachment count recalculated after new attachment is saved, to maintain updated information
• Hide Duration column and edit field for OPWDD Staff Action Plans
• Helpful user-friendly Tooltip for locked Plans, over Save button
• Helpful user-friendly message bar with informative notices
• Prevent POM errors with Plans, when Individual is less than 1 year old
• New "X" button for Life Plan/Plan of Care drodown menu in Plans
• View/edit Life Plan/Plan of Action dialog from Plan screen, without first saving the Plan
• New Plan Properties tab
• New Plan view-only mode
• The long-anticipated Plan clone function
• Button to view original Plan (if it's a clone)
• Disallow removing attachments from locked Plans (only allowed for Managers and System Administrators);

Individual Gifts and Events

• Add Tracking Number fields to Client Details report

Timesheets

• Check for all approved units within Timesheet performed period, instead of just the first matching record. This will allow processing multiple overlapping approvals.
• You can now save customizations with Timesheet List

HR

• New Ext Number field with Employees
• Fixed bug with CombinedTimeDataSource with longer results

Reports

• Add Tracking Number fields to Client Details report

Security

• Audit Log for Users List

Custom SQL Commands

• Implemented Refresh function with Custom SQL module

Version 1.0.0. 751

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

Version 1.0.0. 746

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

Version 1.0.0. 745

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

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