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)

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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 769

Did you know?

You can search everywhere, hassle-free!

ⓘ In every grid list (with one or more columns, in oppose to a drop-down list) you may press Ctrl+F (or click on the header of any of the columns and choose "Show Find Panel") to get a little search box (similarly to what you're already used to with the Individual, Programs and Employees Lists), where you can freely type a search term to filter lines within that list.

• See the full tutorial: Locating Rows Using Search (Find) Panel

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!

Tasks Information Restructuring

Please Note that we restructures the entire set of methods on how we query and deliver the lists and information regarding the Folders, Tasks, Task Groups, Task Templates and Packets. We worked hard to eliminate all bugs that usually derives from such a major change, but we might have missed some. If you encounter any bugs (i.e. missing columns, wrong information, missing rows, incorrect actions, error messages, etc.), please open a ticket.

Updates

Tasks and Explorer

Core

• Focus on Folder drop-down list within its Settings tab, if user forgot to select one
• Show message if Individual has no Folders for Program, and user wants to search for Folders
• New "Execute Trigger" button to act as if completed (this will fire all triggered Tasks without actually marking current Task as completed)
• Fixed error when Task priority is below 1

Individual Explorer

• Allow more space for first column with Client Explorer, to prevent overlapping text
• Clearer error messages and tips when actions (i.. clicking the Edit button) cannot be executed
• Fixed bug where Individual Explorer crashes when no node is selected

Templates

• Assign Template Task to positions, that remains unattached to specific user, even after import
• Assign Template Task directly to specific users
• Allow more space for first column with Template Explorer, to prevent overlapping text
• Individual Task Template tab is now called Template Explorer
• New: Copy Folder button, allows you to copy Template Packet from one Program to another
  Coming soon: Share Template Packet from one Program to another, will help you maintain a single Template Packet across multiple similar Programs

Individual-Program Enrollment

• Added Caseworker column for Individual Enrolled tab with Program List
• Added Oversight Agency (calculated) column for Individual Enrolled tab with Program List
• Added many hidden column for Individual Enrolled tab with Program List
• Restrict users from editing Program for existing Individual-Program level, and Admins/Managers can edit with Ctrl+Alt+E keyboard shortcut
• Removed automatically updating Oversight Agency and Brand from Program default
• Hide drop-down list for Oversight Agency if default is set with Program
• Fixed glitch where system prompted to import Master System Template, upon deletion of Individual-Program enrollment
• Log import of Master System Template upon saving Individual-Program Enrollment
• New fields:
• Export To FEZ
• Export To Healthix
• Attending Service Provider
• Other Ref Provider
• Rev Code
• HCPS Procedure Code

Individual List

• Read on in the following sections:
• Individual-Program Enrollment
• Tasks and Explorer > Individual Explorer

Individual Plans

• Preserve position in History tab during Data Refresh
• Fixed error messages while cloning Staff Action Plans / Service Plans

Program List

• New Rate Bracket!
• Enter, edit and delete an unlimited amount of Rate Brackets for each Program in the Program List
• Set various fields for each Rate Bracket
• Enter Timesheets with updated interface:
• Allows to document amount of Individuals present at session
• System will automatically determine which Rate Bracket fits best for the criteria of hours spent and Individuals participated
• Allows to manually override the Rate Bracket
• Export FEZ with all codes based on the automatically or manually selected Rate Bracket
• Save position after creating Rate Bracket
• Allowing to edit the Overtime Restricted field
• Fixed error message when cancelling the creation of new Program

Timesheets

Data Entry

• Read about the new Rate Bracket under "Program List"
• Fixing bug where Individual and Provider got removed during edit of existing Timesheets
  Road ahead: Please note that many Timesheets got lost in the void with no Individual and/or Provider. Please reach out to the IT department to help you resolve these discrepancies.

Training

• Allow removing selected values from various drop-down list in Edit Training dialog

Main & Security

History Log

• Sort Audit-Log form by date

Error Messages

• Slight modernization to error messages

Custom SQL Commands

• Updated Anomalies report

Security & Lock-Screen

• Manually lock your software, to prevent privacy leaks
• Set focus on password field, if incorrect value was entered

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Revision 768

Tasks and Explorer

• Core
• Postpone now moves Start Date only
• Fixed bug when Task or Task Template is a member with multiple Groups, causing duplicate data
• My Tasks
• Rename "Description" to "Name" with My Tasks
• Individual Explorer
• Implemented "Save Layout" and "Load Layout" with Individual Explorer
• Templates
• Renamed "Individual Task Templates" tab to "Template Explorer" in Program List

Timesheets

• Loads of new [hidden] columns for the "Timesheet Processing" screen

Custom SQL Commands

• Filter Custom SQL by active only
• New Anomalies report
• Improved grouping of SQL list

MongoTel Integration

• Added most components to to connect to cloud phone system web hooks

Massive Revision 767 brings long awaited features to many areas

Individual List

• You can now filter the Individual List by Designated Caseworker
• Exposing the [secret] Tasks tab in Individual List, now gets logged in the application history

Main

• Dialog boxes with "Save and Continue" buttons now have a Control+Shift+S keyboard shortcut that will save your changes and allow you to immediately continue your workflow
• New Alert and NotifyIcon features coming soon

Tasks and Explorers

• My Tasks
• Bold headers and underline cells, with My Tasks columns that have special double-click actions
• Better handling double-clicking with My Task, when Task doesn't have Program and/or Contact
• Better data refresh after deleting Task in My Tasks
• Individual Explorer
• New "Assigned To" column with Individual Explorer
• Allow Importing Packet without Master directly on Root, if doesn't contain any Tasks directly in root
• Allowing now viewing and unarchiving archived Explorer objects (for administrators only)
• Now preventing deleting/archiving Folders that contain undeleted Tasks
• Better data refresh after deleting Individual's Folder
• Fixed glitch where Explorer's New Task button was hidden
• Handle node for deleted Folder in Individual Explorer
• Fixed bug where Group Task didn't show bold/italic in Individual Explorer
• Fixed bug that disabled the Postpone button
• Tasks Dialog
• Allow editing start and due models with Individual Tasks
• New Save And Continue button on the Add/Edit Tasks dialog box
• Rename "Description" to "Name"
• Adding a stamp with Tasks now uses Enterprise login, not Windows' login
• Added X buttons to drop-down lists that may be left blank, to allow removal of current selection
• New [little] Folder lookup button with Task Edit, to allow sophisticated searches
• Allowing editing "Requires Attachment" field with Ctrl+Alt+E in Edit Tasks (for administrators only)
• Preventing saving non-personal Tasks without Folder
• Fixed message of "Can't add Members before saving Task", disable/enable instead
• Fixed bug where user couldn't edit Priority with Individual Tasks
• Folders Dialog
• Hid "Import Without Master" field with Individual Folder
• Task Templates
• Refactored message box before propagation, to show detailed information
• Set Trigger for Template to 1st Group, if not yet set
• Rename "Description" to "Name"
• Models "Start on [x] days after Trigger Start Date" and "Due on [x] days after Trigger Start Date" are now deprecated
• Changed Postpone to only change the Due Date
• Now preserving position for Template Node upon data refresh
• Fixed Error when assigning Caseworker during Propagation
• Fixed message of "Can't add Members before saving Task", disable/enable instead
• Others
• Triggers that were already fired once by the completion of this Task, now prompts for resetting dates
• fixed bug during Postponing Tasks

Individual-Program Enrollment

• Allow saving Individual-Program without Caseworker (only for certain users)
• Removed dot from diagnosis code when unnecessary (without extension)
• Fixed "Caseworker" misspell with Edit Individual Program Enrollments

Individual Plans

• Save position in Individual Plans tab, during data refresh
• Added "Duration" field for Plan printing templates
• Fixed bug where Plans of a Program without default Oversight Agency or Brand, not does the Individual-Program Enrollment have any values, to show genetic terminologies
• Fixed bug where "Added By" and "Modified By" was posting wrong data

Program List

• New [hidden] Department columns for Program List
• Fixed bug during data refresh without nodes in Template Explorer

Timesheets

• Remove lock from Timesheet month/date, if all lines were removed
• Preventing duplicate departments with Timesheet Entry
• Modified "Client Can Overlap With Two Providers" to restrict simultaneity same service

Custom SQL Commands

• Refresh implementation for Custom SQL module

MongoTel Integration

• New integration with phone system coming soon!

Better Task Management and more new and improved features with Revision 766

My Tasks & Explorer

• New Save And Continue button on the Add/Edit Tasks dialog box
• New "Merge" feature, allows you to combine the data and attachments of two Tasks into one, to help you keep your Explorer tidy
• You can take an existing Task and decide to merge it "into" another Task
  By merging "into," the one selected will cease to exist, and its information and attachments will be inserted to another Task of your choice, in the file and position of the new destination
• The system will show you a list of potential destination Tasks to choose from
• The system will then show you a full picture of what the outcome will look like, giving you another chance to approve or retract
• Once approve by you, the system will get to work in a instant
• Lookup a Folder or Task, now with a search feature built.in
• Improved refreshing functionality for Add/Edit Folders in Individual Explorer, to maintain up-to-date records
• Fixed bug where Edit Task dialog had no icons for Save and Cancel buttons

Timesheets

• Fix bug so that providers can work with multiple clients simultaneously (within the same Program)

Custom SQL Commands

• Custom SQL now has animation while loading, to let you know the app is hard at work for you

Security

• Allow minimizing Lock Screen, so that you focus on what matters to you

System

• New "Save And Continue" button on some dialog boxes, will help you streamline your work
• When editing some dialog boxes, you will be able to click on save periodically and save your work without loosing the dialog screen
• Will not work on any new records, as they have to be entered, saved and closed
• This will be implemented to more dialog boxes in the coming weeks; Open a ticket if you want to advocate for a certain dialog box

Revision 764 Saves Individual Plans and updates Explorer

Client Explorer & My Tasks

• Showing Sort Value in Template List
  
• Showing task name on dialog title
  
• Renamed Task "Description" to "Title"
  
• Focus on Title on new tasks, and on Memo on existing record
• Renamed completed Task Groups as File Group, so it maintains own characteristics
• Added Find feature for Task and Folder selectors (more coming soon)
• Removed current Task from the group members selection list

Program List

• Updated diagnosis code with dot format

Individual Plans & Life Plans

• Updated diagnosis code with dot format
• Fixed bug where Plans always locked
• Name SAP & LP, even without proper Oversight Agency set

Main

• Increase size of Individual List ribbon button, to accommodate smaller screens
• All dialog boxes now have the common Ctrl+S keyboard shortcut that will save a and close the screen
• Redesigned the Error message box

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

Nice Upgrades and Fixes all over with Revision 762

Client Explorer and My Tasks

• Automatically import Master System Template upon creating or editing Individual-Program enrollment
• Departmental Tasks (Tasks connected to a Program but not assigned to a specific user) will now be assigned to entire Department, based om new "For Tasks setting within Users setting. (Up until now, it was based on Employee "Departments" records, but that caused issues with certain users)

Individual-Program Dialog Box

• New Individual-Program fields:
• "Brand" allows keeping track of the various operational brands (i.e. Hamaspik, Comfort Health)
• "Oversight Agency" registers which agency (i.e. OPWDD, NYS DOH) is overseeing agency for the Program
• Prevent enrolling Individual twice with same Program
• Automatically import Master System Template upon creating or editing Individual-Program enrollment
• Restrict saving Client-Program dialog, if no Caseworker is set

Program List

• New Program List fields:
• "Default Brand" will help streamline
• Default Oversight Agency

Life Plans, Staff Action Plans and Service Plans

• Attachments for SAP
• More SAP hidden columns
• SAP lock feature
• Custom fields and terminologies for DOH Service Plans
• Allow accessing Life Plan from SAP
• Fixed bug with Life Plan Edit dialog, when opened via the SAP dialog, as it was selecting wrong LP record

Security

• Redesign for the User Edit dialog box
• New "For Restrict" and "For Tasks" fields within the Departments list

Revision 761 brings updates to SAP, My Tasks and more

Individual Explorer and My Tasks

• Fixing broken My Task menu bar with Task Groups

Staff Action Plans and Service Plans

• New fields in SAP printing
• Expand field sizes with Plan Documents
• Fixed bug with pipe in Display Name with Plan Documents

Timesheets

• Fixed false negative with rule that allows financial exports before Processing batch

Main

• More "Client" terminologies were changed to "Individual"

Bug Fixing and Feature Enhancing with Revision 760

My Tasks and Individual Explorer

• Fixed errors on My Tasks refreshing
• Fixed errors with View As User
• Updated warning message for Folder & Task propagation
• Restricted permission for Propagation
• Changed Adding-Group-Member dialog to select from list
• Restored again double-clicking features for My Tasks
• Ignore double-clicking on group row with Individual Explorer
• Grouping a Task Group within its own group and highlighting it with Individual Explorer

Timesheets

• Allow financial exports before Processing batch, based on setting

Revision 759 fixes a few annoying Tasks bugs

Client Explorer and My Tasks

• Allow adding new Task Group with Client Explorer
• Fixed double-clicking with My Tasks
• Fixed bug with errors in Edit Task dialog

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

Revision 757 brings new features and fixes numerous bugs

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

Revision 756 Fixed Critical Database Issue

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

Revision 755 fixes many bugs from yesterday's release

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

Revision 754 Brings Loads of new Features, Including Client Explorer 2.4

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

Version 1.0.0. 753

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

Version 1.0.0. 752

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