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 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.

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!

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

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"

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 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. 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. 750

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

Version 1.0.0. 749

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

Version 1.0.0. 748

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

Version 1.0.0. 747

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"

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. 741

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 Age during 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

Version 1.0.0. 731

Client List

• Medicaid CIN now automatically converts to uppercase
• Validate Clients only with special privilege

Employee List

• The "Employment Hist." tab is now "Departments"

Staff Action Plans

• Minimum Staff Action Plan (Section II) Goals For Children (-18)
• New field in Program List
• Restrictions in place before saving SAP

Version 1.0.0. 728

Client List

• Prevents saving really old dates of birth

Staff Action Plans

• Full children's POM list

Version 1.0.0. 717

Client Tasks

• Show departmental tasks (assigned to client, but not to user) in My Tasks
• Improved data refresh
• Double-Click to navigate to Client or Program records (was single-click
• Color-coed My Tasks for progress status
• [Beta:] create non-Client tasks for yourself or others

Staff Action Plans

• Fixed bug when printing SAP without manager on SAP Service dept.

Program List

• Sort clients within Program List "Enrolled Clients" tab, in alphabetical order

Client Program Connection

• Diag Codes full list, implemented in Client-Service level

Reports & Exports

• New optional "Place Of Service" column in FEZ export

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 1.0.0.709

Client List

• Fixed glitch when saving a new client were an error "There is no original data to access"

Client Staff Action Plans

• Fixed glitch where CCO field was filled with Client Code or CCO ID instead of the CCO's actual name
• Fixed glitch where Review Comments was filling a "False" string value, and then printing that on the PDF
• Fixed glitch where Service Date printed as Jan 0001

Program List

• New "Active" column, with "Active Only" pre-filtered