- New fields:
- Changes Needed
- Discussed Service and Support
- Challenges Experienced
- Individual Satisfied
- New Strategies and Methodologies
- Correspondences implementation in fields and filters
This was the original Enterprise Manager Release Log. It is being replaced with the Help Desk Knowledgebase (https://hamaspik.cloud.invgate.net/knowledgebase_agent) > Enterprise Changes Log
Friday, July 12, 2019
Version 1.0.0.691
Client Plans
Version 1.0.0.690
Clients
- Sort Client History tab in descending order
- User ID is now based on Enterprise login data, in oppose to Windows user data
- Removed extra lines in memos
- New "Has Attachments" column
Wednesday, July 10, 2019
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
- Plan Printing will have less errors if fields were left empty
Monday, July 8, 2019
Version 1.0.0.683
Clients
- New tab: Correspondences. Will soon record all correspondences between the client and yourself, to improve relationships and streamline communications.
- The Gift & Events tab is completed! Use it to schedule gifts, ship, track and more.
- Double-click Plan to edit
- New "Today's Date" field in Plan Templates
- New "Care Coordinator" field in Plan Templates
- Fixed Glitch: Showed error when Plan Document's "Provider-Based" field wasn't set
- New {TrainingName} training email parameter
- New {Date of Training} training email parameter
Wednesday, July 3, 2019
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
- New "Parent Email 2" field for Clients
- New tab: Gift Schedules (still under development)
- Client Details Report is now limited to clients under user's department (#HIPAA)
- 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
- Restrict Timesheet Entry to Programs within authorized Department(s) (#HIPAA)
- Glitch fixed: Employee ID in Employee List doesn't show as a number
Tuesday, July 2, 2019
Version 1.0.0.681
Clients
- New "Parent Email" field for Clients
- New "Parent Phone" field for Clients
- New Notes field in Client Services
Version 1.0.0.680
Client Plans
- New "Is Provider Based" field for Plan Documents (will soon allow )
- New ServiceName field for Plan Templates
Version 1.0.0.677
Client Plans
- Fixed numerous glitches where wrong fields were printed or omitted
- Service Manager & Service Manager Position fields are now conditional
- Expose "Max Clients Per Unit" in ServiceList
- New "Is Daily Unit" field in Billing Units
Friday, June 28, 2019
Thursday, June 27, 2019
Version 1.0.0.675
Main
Timesheets
- 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
- 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
Monday, June 24, 2019
Version 1.0.0.672
Client Plans
- Force CCO setting before printing Plan to prevent errors
- Generated CQL-POM lists for later usage
- New fields in Plan Templates:
- Review Date
- Review Comments
- New fields in Program List and in FEZ Export:
- Location Code
- Other Providers (list)
Client-Program Relationship
- New fields in Client-Program Dialog and in FEZ Export:
- Diagnosis Code
- Authorization No.
Friday, June 21, 2019
Version 1.0.0.671
Client Plans
- Access any Program List data in templates
- Glitch Repair: Numerous errors when printing Plan
- Removed "Requisite Contact" fields from view and edit screens
- Renamed "Maiden Name" field to "Maiden Name / Alias" in view mode
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)
- Templates can now be paginated
Wednesday, June 19, 2019
Version 1.0.0.669
Client Plans
- Expiration Date isn't being validated anymore
- Service with location in its property, won't ask for "Location Of Service", but rather pull data from new "Address" field in Program List
- Employees' "Maiden Name" is now "Maiden Name / Alias"
- Employees' label "Application Status" now consistent (in Rockand) both during view and edit
Version 1.0.0.668
Clients
- Prevent duplicate clients
Client Plans
- Dialog screen is now called "Add/Edit Staff Action Plans"
- "Effective Date" is now "Plan Date"
- "Internal Safeguards" is now "Additional IPOP Safeguards"
- Restrict setting Expiration Date later than 6 months
- "Location Changes Needed" and "Discussed Service & Support" are hidden during setup
- Submit a new Template
- Added many new fields for templates (see full list)
- Increased speed of printing Plans
- Glitch: CCO data now fills properly
- Glitch: Service data is now pulled from service related to this Plan
- Coming soon: Plan Reviews
Programs
- New field: Max Clients per Unit
- New field: Address, useful for IRAs and other certified locations
Monday, June 17, 2019
Version 1.0.0.667
Client Plans
- New fields available in the template to print Staff Action Plans
- Will soon allow to print plans with multiple objectives per goal
- Will not allow setting up new employee without a SSN, to prevent duplicates
Version 1.0.0.664
Main
Client Plans
Client Plans
- Client Plans are again named "Plans," replacing the short-lived "Forms" tab. But rest assured that a broader Form platform will follow soon enough, that will allow the automatic creation of various forms based on client data.
- Fixed glitch: Plans with errors are not saving anymore
- Fixed glitch: Deleting Plans now deletes all its SAP and IPOP rows
- Printing Plans is now doable. Please submit forms via ticket system for implementation
- Renamed "Print" button, to "View & Print"
- Printing documents (various pages within a packet) will be sorted with predefined order
- Plan Templates became much more simplified: design one template and use across multiple services
- Plan Template got new dynamic fields (i.e. service name, document type and most service data and settings), to be utilized by coordinators
- New columns in the Enrolled Employees tab
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