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.
