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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Are you subscribed to our updates? If not, you're surly missing out on many great features. Sign up now!

Enter your email address:

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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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

Template Explorer and Bug Squashing with Revision 765

Individual List

• Fixed "Brands" field

Individual Explorer & My Tasks

• Introducing Template Packet Explorer 2.0!
• Full folder hierarchy with similar theme as with Individual Explorer
• Tasks grouped by Task Group
• Task Groups with distinct appearance
• Tasks sorted by specified value
• Fixed bug at removing current Task from Group Members selection dialog

Individual Plans

• Resolved bug where new Plan remained locked
• Better refresh with Individual Plans, to maintain up-to-date records

Program List

• Sort History Log by most recent first
• Refresh Program List after add and edit, to maintain up-to-date records

Timesheets

• Better refresh and position bookmarking with Timesheets, to maintain up-to-date records

Training

• Fixed bug where client names came up blank with training registration

Security

• Column improvement for Edit User dialog
• Fixed bug with Users' History Log

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 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