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 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 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. 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

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. 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. 744

Custom SQL Commands

• Fixed bug where Command list didn't load sometimes

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