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 1.0.0.703

Main

• Added new preventive measure against screen locking during work

Client List

• New County field
• New Parent Cell field
• New Insurance ID Number field
• Fixed glitch with Potential Duplicate Client function

Client Gifts

• Prevent clicking on Gifts buttons if no Gifts in list
• Data added in Client Details Report
• Enforce header-value pairs with custom data fields

Client Plans

• Total redesign of process to print Staff Action Plans, including dialog to select which documents to print, which provider to print timesheets for, and chance to fill ServiceDate automatically
• Many new fields added for template design

Client Reports

• New columns added:
• Gift/Event Type
• Gift/Event Description
• Gift/Event Date
• Event 4 custom fields
• New filters added:
• Gift/Event Type (glitch alert: list doesn't load)
• Gift/Event Dates Range

Client Tasks

• Default Task filter is now set to nothing

Version 1.0.0.702

User List

• New "HR-Reports-PayrollExceptions" System Module for access to the Payroll Exceptions report

Version 1.0.0.697

Main

• Glitch Repair: Lock screen won't appear before user logs in the first time

Client Correspondences

• Filter your Client Details Report according to the following new criteria
• Clients with Correspondences within a list of Programs
• Clients with Correspondences with a certain topic
• Clients with Correspondences within a period
• Clients missing Correspondences within a period

Client Reports

• Total redesign of report filters in the Client Details Report, including new fields (read more under the Client Correspondences section) and reversing the conditions of each field. Check it out, and feel the power...

Client Tasks

• New "Completed" column with icon based values
• Hide Task button when loading client
• Add, read, print and delete attachments
• Task Template have their own attachment that are shown in the Task Edit window, allowing you to access and print
• Glitch Repair: Fixed errors when Task due date is empty

HR

• Strip Employees' SSN strips dashes and spaces before counting for 9 digits, comparing against existing records and saving current record to Database

Version 1.0.0.687

Main

• Fixed Glitch: Handling error when hitting Escape button with no modules open

Client Correspondences

• Client Correspondences system rolled out as phase 3:
• Attachments
• Private Correspondence recordings
• Public Correspondence recordings
• Double click on a Correspondence in the list to open/edit
• HIPAA compliance

Program List

• New Billing Unit: Daily
• New Enforce "Exceeds Units Approved" Errors setting, will allow to put stricter limitations on exceeding approved units.

Version 1.0.0.684

Clients

• Client details now shows in dedicated tab (#HIPAA)
• Client Correspondences system rolled out as phase 2
• Double-click Gift Schedule to edit
• Gifts tab hidden if client is not a Gift Recipient

Client Plans

• Plan Printing will have less errors if fields were left empty

Version 1.0.0.682

Main

• Audit Log/Edit History now captures full field name-value sets, for pivot presentation
• Timeout Lockscreen doesn't cover the Start Menu and Taskbar
• Cannot shut Timeout Lockscreen with Alt+F4 or Ctrl+F4

Clients

• New "Parent Email 2" field for Clients
• New tab: Gift Schedules (still under development)

Client Reports

• Client Details Report is now limited to clients under user's department (#HIPAA)

Client Plans

• Plans now prints will Timesheets and Monthly Summary Notes, per provider
• New ProviderName field for Templates
• New ProviderAddress field for Templates
• New LocationOfService2 field for Templates

Timesheets

• Restrict Timesheet Entry to Programs within authorized Department(s) (#HIPAA)

HR

• Glitch fixed: Employee ID in Employee List doesn't show as a number

Version 1.0.0.675

Main

• Timeout screen-lock fixed with numerous errors and glitches
• Timeout screen-lock now detects activities inside dialog screens
• Timeout screen-lock now shows above all screens, to allow access for login

Client List

• Hide File # suffix from Employee List
• Client List is now sorted by LastName, FirstName
• Glitch Repair: Employee SCR now saving with no issues

Client Plans

• Printing module updated
• Added delete row to all Plans tabs
• Fixed more Plan Printing glitches

Program List

• Locked Program List width

Timesheets

• Glitch Repair: Suppress errors on timesheets without notes

Version 1.0.0.670

Main

• New screen-locking mechanism when enterprise is inactive after a while. Log back in, and continue where you left off. (#HIPAA)

Client Plans

• Templates can now be paginated

Version 1.0.0.663

Clients

• Clients must have a Date of Birth on file, as well as Social Security Number, Medicaid CIN or a TABS ID, to enable a match via the Connect Service to Client dialog
• New clients are not immediately visible, until they are set up with same department as user, via the Connect Service to Client dialog (#HIPAA)

Client Plans

• Total redesign and function expansion of Client Plans, fully supporting Staff Action Plan entry.

Client Services

• Newly created Service is Active by default
• Fixed glitch that hid Department Name in the Service List
• New Tab now shows list of Enrolled Employees. much like the Enrolled Client until now. Double-clicking record, will navigate app to employee profile.

Timesheet

• Show timesheets - even without attachments - in Review Documents, but with an alert of missing documents.

Training

• Training Status now pulls requirements from all departments; not only primary.

Version 1.0.0.650

It's the hour if client services...

Client Services

• The Client Service details are now separated in a dedicated tab, with each tab getting plenty more screen space.
• The Connect Service to Client dialog now authenticates client without case sensitivity or dashes in the SSN.
• The Connect Service to Client dialog will not allow to add services that the client is already enrolled.

HIPAA

• Enterprises is becoming more sensitive to HIPAA compliancy, with new policies implemented periodically. In this update:
• Users now have access only to Services within their own department(s)

Version 1.0.0.649

Clients

• New dialog box to add a service to a client.

HIPAA

• Enterprises is working to become HIPAA-compliant, with new policies implemented periodically. In this update:
• Users now have access only to Clients within their department
• New Client-Service dialog box (see under Clients) restricts services to user's department, and user must authenticate client before gaining access.

Services

• Services can now be deactivated, and hidden.
• New Client-Service dialog box (see under Clients)

Version 1.0.0.648

Clients

• Client Plans are now called Client Forms
• Fix: HIPAA 271 Imports are working again

Services

• Completed consolidating Services with numeric suffixes (i.e. Com Hab 17)

Coming soon...

• New HIPAA-oriented policies are being implemented.
• New Attachment Folders module with structure hierarchy templates, will allow streamlined files and folders systems across all clients within a service, and will allow digitizing The Book
• New Alerts system coming soon