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 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
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
Program List
- Fixed bug where Enrolled Employees didn't load in the Program List
Staff Action Plans
- Spell Checker for all! You can now enjoy the luxuries of M$ Word right in Enterprise, with full spell-checking capabilities.
Tasks
- Manager's My Task
- Trigger 1.0 Set a trigger where the closure of one task, sets the next task in motion
- Wipe cached tasks during logoff
Staff Action Plans
- Hide POM and Frequency columns as a Setting
Client Programs
- Uniformed night/night+weekend+weekday settings within Service List and Edit Service
Timesheets
- Fixed numerous Timesheet errors
Client List
- Prevents saving really old dates of birth
Staff Action Plans
Task Templates
- Fixed function in to show original name when renaming existing folder
Timesheets
- Review documents now pulls exact criteria or filter set that the Timesheet List module had before opening the dialog
Training
- Training colors changed again
Task Templates
- New columns in Task Templates tab within Program List
- "Template Attachments" are now "Sample Attachments"; "Add/Edit Template Task" became "Add/Edit Task Template"
Client Tasks
- Handling task Template importing when Template has Start Model without Start Date, or Due Model without Due Date
- Task Outcome headers cannot be edited after an outcome has been recorded
- Full menu-bar implemented with filters and views
Staff Action Plans
- New TABSProgramCode field for SAP printing templates
My Tasks
- Resolved bug, where Program and Contact columns showed empty
Staff Action Plans
- Eliminate errors in SAP printing, when Staff Action field is blank
- Resolved bug, where he Cancel button malfunctioned
- New TABSID field for printing Plan templates
Program List
- "Is Active" field added to Program List and Edit dialog
- Program List filtered for Active only
- Force Effective Date filled in Client-Service dialog box (only test if Program is enabled for client, and could be disabled in settings)
- Load Employee tab within Program, only if Department is set for that Program
- Hide Diagnosis Code in Client-Program level, based on setting
Staff Action Plans
- Only show POM list in Section 2 of the SAP, according to settings
- Only show Frequency in Section 2 of the SAP, according to settings
- Display Name for SAP Document Type grew from a maximum of 50 characters to 100 (after errors preventing printing in Rockland County)
Training
- Changed colors for Employee Training Status
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
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
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
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
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
User List
- New "HR-Reports-PayrollExceptions" System Module for access to the Payroll Exceptions report
Client Plans
- Converted Review Date to a date field
- Fixed glitch where client name didn't print
Client Tasks
- Allow Admins to edit completed tasks
Client Services
- New Designated Caseworker field for each Client-Service record
- New Department-Restricted field for each Client-Service record
Client Tasks
- Full "View" and "Filter" menus:
- View all tasks collapsed
- View all tasks expanded
- View all tasks assigned to you
- View all tasks, regardless of assignment
- View all uncompleted tasks
- View all due tasks
- View all overdue tasks
- View all tasks, regardless of completion status
- Remove all filters
- Added Attach File button is Edit Task screen
- New "Has Attachment" column in Tasks list in Client List
- Client Task Templates in Service List:
- Create, rename and delete Folders
- Create, edit and delete template tasks, grouped by aforementioned folders, with own template attachment and two optional due dates modules
- Load Template package into Client, and get access to template's attachments
- Automatically assigns generated tasks to user generating
- Double-click Folder to rename
- Double-click Task Template to edit
- New "Complete" button in Edit dialog box
- New "Incomplete" button in Edit dialog box
- New modern-styled priority field
- If Due Date is blank when marked as Completed, it will automatically set its Due Date to current date/time
- Fixed many glitches
Client Gifts & Events
- Module now accommodates event planning:
- New 3 sets of custom data in header/value pairs
- Each event has unique headers
Staff Action Plan
- New "Review Date" field
- Allow hiding "Changes Needed" field
- Checking and suppressing for more errors before printing Plan
- Handle Plan-location for services with permanent locations (i.e. IRAs)
- Impose Staff Action printing restriction before creating Plan
Training
- Removed "Time In" column in Training checking sheet
Users
- User List is not editable in grid screen
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
Client List
- Allow creating a new client without MedicaidCIN, TABSId or SSN, and prevent duplicates by first initial of last name + DOB
Client Correspondences
- Attach File button implemented
- Optimize columns
Client Gift Schedules
Client Plans
- New "ProviderID" field in Templates
- POM recording for Section 2 of the SAP
- Refactor Plan Printing to accommodate various scenarios with multiple detail types per sheet, to multiple sheets per type
Client Tasks
Client Correspondences
- The Attachment column is now icon based, instead of native checkbox, allowing more space for other more-important columns
- The Notes column will now have a stripped version missing the first username/date-time stamp, to allow reading a truncated version of the notes
Client Reports
- Redefined Correspondences implementation in fields with the "Client Details Report":
- Show the "Entered By" column of a Correspondence
- Show the "Start" date-time column of a Correspondence
- Show the "End" date-time column of a Correspondence
- Show the "Method" column of a Correspondence
- Show the "CID" column of a Correspondence
- Show the "Topic" column of a Correspondence
- Show the "Notes" column of a Correspondence. Caution: will turn report into very long trail of lines
- Redefined Correspondences implementation in filters with the "Client Details Report":
- Filter client records based on whether the client had a Correspondence within a period of time
- Filter client records based on whether the client had a Correspondence with a certain Program, regardless of the actual enrolled programs
