Release Note Summary 1.21.06.00

Staff Action Plans

Staff action plans have had a number of quality of life updates!

1. A new tab to the staff action data log to show all actions where the action was performed at a time inconsistent with the time the action was logged.
2. Show the title of the staff member who created the action and who performed it.
3. A staff action can now be set as a group activity with a group size.
4. There is a new frequency called "ongoing" when performing an action that shows on the data log support tab.

A new column was added to the Care Plans page called SAP (Staff Action Plans).

• All staff action plans assigned to the client are linked here.

There have been updates to the Staff Action Work Queue.

1. Users can navigate to the outing list from this page.
2. There is now a tab on the work queue for “On going”.

Help Lines

There is a new option to auto-save call info so that you can click on other pages while on an active call.

When combined with the option to NOT require an outcome when hitting apply/save, the user can easily traverse through the application while on an active call.

New option link on active call:

• Only appears when the user has rights to the configuration page.

Panel types now available:

1. The existing profile panel has been linked to the Client Profile.
2. Summary ( contact info)
3. Relationships (with links to those account profiles)
4. Links (links to other caller information)

On Active Call screen, add option to track "Call Related To" and pick a person.

• Option gets set on the page configuration screen.

New Features:

1. New quality block to the active call screen.
2. New ability to view and filter for "related to" on the transaction log.
3. You can now see the related calls on the Prior Calls section, as well as the calls directly involving the client.
4. Helpline Interaction Log is a new page that was added under the Community Menu that contains all the information related to helpline calls.

What's New and Improved?

Programs

Program Insight metrics can now be configured per program.
Users control setting the min/max number.

Reports

Reports are now linked to Helplines so they can be displayed on a popup window.
You can add reports when editing or viewing a specific helpline.

Reports are now linked on

• Helpline Calls
• Active Call

For Residential dashboard make reports configurable.

1. Go to page: Program Insights
2. Click the gear for setup
3. Choose the new 'Other' tab
4. Select a few reports

Display a report button on pages:

• Program Insights
• Program Information
• Client Portal Settings

Enabling this will allow forms assigned to accounts that are not due yet and marked to "show in portal" to show in the client portal.

Enabling the "my submitted forms" panel in the client portal additional settings will enable this block in the portal

Account Behaviors

New Filters:

• Program (show people enrolled in that program)
• Trigger contains text

Other Improvments:

• Default date range is set to past 3 months
• Ability to copy a behavior mitigation from a prior behavioral event for that person (show top 10 most recent on list)
• Ability to copy a behavior trigger from a prior behavioral event for that person (show top 10 most recent on list)