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 1.0.0.662

Main

• Removed "Group Homes" from Ribbon

HR

• Added future date exception to payroll exception report
• User list is now displayed with last name, first

Timesheets

• Timesheet Rate is now editable

Training

• Corrected misspelled Tab

Version 1.0.0.658

Services

• "Services" are now "Programs"

HR

• User list is now sorted

Timesheets

• Allowing now for overlapping timesheet with clock-in, if the service is set to "Hours Excluded From Payroll"

Client Plans and Forms

• Interface hidden during construction

Version 1.0.0.655

Clients

• The Connect Service to Client dialog can be hidden with a setting

HR

• New Office Worker field could be shows or hidden by a setting (will not show in Kings)
• New Office Worker field now shows in Employee List, and is available as a filter in the Employee Details report

Version 1.0.0.653

Clients

• New Notes field for clients

Services

• Service must have be assigned to a department

Version 1.0.0.651

Clients

• New Office Worker field in the client edit screen

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)

Version 1.0.0.647

Timesheets

• Fix: "Total Paid" column in Timesheets Entry, will calculate based on hours instead of units

Version 1.0.0.646

Clients

• Client Plan setup and printing are now implemented
• Plans can now be filled in Enterprise, and multiple PDF documents are generated accordingly
• Plan effective date is now simplified
• Document is now generated flat (with no fillable fields)
• Currently available in four pilot services:
1. Com Hab
2. Com Hab ASSD
3. Com Hab DPP
4. OMH HCBS 1-1 Peer Support

Timesheets

• Added new "Total Paid" column in Timesheets Entry

Version 1.0.0.645

Main

• Fix "Update Notification" the pops up during every refresh, even when up-to-date

Version 1.0.0.644

Training

• Fixed bug that resets the Date Entered field for all records when entering a new exclusion
• Added edit history

Version 1.0.0.643

Main

• System will notify user of new version updates to install
  
  
  

Clients

• Adding field "Max Consecutive Hours" on Client-Service Level
  

HR

• Fixed bug of false positive on duplicate File Number with employees

Timesheets

• Enforcing maximum consecutive hours
• Fix for Timesheets entry screen bug, when clicking save and add

Version 1.0.0.640

HR

• Applied restriction against duplicate "TimeClock File Numbers" for Employees

Version 1.0.0.639

Main

• Change-log link added (next to version number)

Client

• Client TimeSheet date filter will sustain during a data refresh

HR

• Raise history gets logged in Audit (even when using Quick Edit)
• Max Hours in Employee-Service dialog, has new tool-tip

More

• Squashed some bugs

Version 1.0.0.635

Clients

• Restrict Client deactivation if active services exist

HR

• New employee will now not be active be default

Changes in February 2019

Training:

• Added option to send SMS text reminders of upcoming training schedules.
• When enrolling employees in training, option to search by file number.
• Sign in sheet updated to include all information and disclaimers. 

Timesheets:

• When importing eVero timesheets, the rate is imported too and it's reflected in the payroll export file.

Clients:

• New report for upcoming and expired due dates for clients.

HR

• Sign off date is now enforced and anyone working without a sign off date, or prior to their sign off date, is now blocked from submitting timesheets.

Changes in January 2019

• Fixed bug in Training Status module.
• Added Client Approved Services feature to store all OPWDD approvals for clients that are currently tracked in spreadsheets.
• Bus tablet app now allows drivers to choose another driver’s route and filter by all open routes by location, direction and program.

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