Version 1.0.0. 750

Client List

• Adding Client Cell Number to Client List (before edit)
• Fixed bugs with errors when savings the Client Edit dialog

My Tasks

• Improved the data refreshing feature with this module

Timesheets

• Fixed bug with errors in Timesheets with Rockland County

Version 1.0.0. 749

My Tasks

• Fixed bug where new Snooze feature was causing an error
• Fixed bug where double-clicking Folder column didn't open the Folder when navigating to the Client List 

Client List

• Fixed bug with errors after client gets deleted

Client Explorer

• Completed Import Task Template packet to client

Timesheets

• Fixed bug where timesheet accessed employee rate that its Employment History record was checked as terminated, but without a termination date

Version 1.0.0. 748

Client Explorer

• When editing, don't navigate to Tasks tab
• Relax resizing restriction with splitter between Navigation Pane and Main Explorer window
• When creating new Task Client Explorer, automatically populate Program from current Navigation position
• When creating new Task Client Explorer, automatically populate Folder from current Navigation position

My Tasks

• Toggle Switch "Creator Mode"

Client List

• Fixed bug where user couldn't select a Health Home in the Edit dialog

Staff Action Plans

• Fixing bug where MCO field didn't print

Version 1.0.0. 747

My Tasks

• Double-click on Folder column in My Tasks to navigate to Client Explorer with selected node
• Snooze & Postpone Tasks

Client Explorer

• Refreshing client sustains Explorer positions

Client Correspondences

• Changed from "Public" Correspondence to "Shared"

Version 1.0.0. 746

Client List

• New "Health Home" field with Client List and Client Edit
• New "CC Contact" fields with Client List and Client Edit

Client Gifts and Events

• Relaxed required date and Description with Gifts and Events

Staff Action Plans

• New SAP printing fields
• DOB (client's date of birth)
• ClientPhoneNumber (client's phone number)
• MCO (client's Managed Care Organization; his insurance company)
• InsuranceNo (client's insurance number)
• See full list of available template fields

Program List

• Several splitter features in Program List

System Lists

• New "Health Home" list category

System

• Primary ID shown in dialog titles

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. 743

Timesheets

• Fixing errors and bugs

Version 1.0.0. 742

Program List

• Fixed bug where inactive Programs didn't show even when filter was removed

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

Version 1.0.0. 731

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

Version 1.0.0. 730

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.

Version 1.0.0. 729

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

Version 1.0.0. 728

Client List

• Prevents saving really old dates of birth

Staff Action Plans

• Full children's POM list

Version 1.0.0. 727

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

Version 1.0.0. 726

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

Version 1.0.0. 725

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

Version 1.0.0. 723

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

Version 1.0.0. 717

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

Version 1.0.0. 716

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

• Ctrl+Shift+L keyboard shortcut for Other Lists