Release Note Summary - 1.20.11.01

Accounts

Explore Search

When searching for programs, divisions, community groups, clinical trials, educational programs or courses, or peer/advisors using the Account Explore feature (available via the side panels when in the Edit mode), users can now perform the search, find the matches, and then when in the desired match category, filter the matches based on an organization's division.

Assessments

When accessing Account Assessments and selecting the Trend for one of the assessments... users can now delete individual assessments from the Table tab of that trend.

Audits

On the case audit analysis builder, there are three new options to group data by: Audit Date, Sample Date, and Form.

Three new options for building a case audit analysis have also been added: Only take the top # of rows (this option limits the resulting data to only up to the number specified), Sort by (this option lets you sort the data by one of the measures that are selected - data can be sorted in ascending or descending order), and an Edit Advance Filtering Option (selecting this optoin pops up a new window - each row you add will let you choose one of the measures you selected, a comparison, and then a value to compare against. Each of the conditions you list here will be combined together, so only rows where all conditions are met will be displayed in the data). Please be aware that these new options do not do much when working with pivoted data, since when pivoting you don't really have any measures as columns.

A new Text Block type has been added to the Audit Report Generator. The Text Block allows you to add in a block of text at any point in the report, so each report that gets auto-generated with this preset will have the same text at that point in the report. The text has special syntax that allows you to reference and display data from a case audit analysis in text form within the text block, as well as also reference values in the analysis by using a special syntax in the text block. Additionally, users can hide the analyses that return no rows, and still show ones that do return rows.

Presets, like the Text Block above, can be added, saved, or deleted, as needed. This controls the visibility of new buttons on the report popup. Save would save the current preset settings to the database under the existing preset record. Save New would pop up a window asking you to name it, and naming it would add a new row to the database and save everything to that. Delete would let you delete the currently selected preset. Don't show delete unless the preset exists.

When editing a report preset, there is a new option to start the segment on a new page The option defaults to a page break so the report starts on a new page when printing the resulting report,

When you manually add a new Grid, Graph, or Text Block to an already-generated report, by clicking on the '+' in the Case Audit Report, you can now set the position the new block will go in the report. Before, all new blocks would appear at the end of the report. Now, you can enter a value from 0 to the number of blocks to specify where you want the block placed.

When editing a chart on the generated report, users now have an option to customize it (users cannot customize the charts generated when choosing a preset prior to the generation of the report). When editing a segment on a case audit report (before generating the report), there is also a new option if you are creating a chart to make it multi-series if possible. When the report is generated, it'll try to make the chart either a stacked bar chart or multi-series line graph if the following conditions are met: 1.) The case audit analysis template being used to populate the chart has at least two levels of grouping (i.e., two or more of the "group by" dropdowns have a value), and 2.) the chart type is either a bar chart, horizontal bar chart, or line graph (it defaults to horizontal line, so this will be met by default). On the report itself, when you edit a chart, you have new options. Height and width default to 300px in height and 100% wide. The multi-series checkbox gets filled by the same value you set before running the report. The customize chart button brings up the same customization window on the dashboard, which lets you further customize how the chart looks. The options on this popup change based on the graph type chosen. The report generator fills in some reasonable default values based on the incoming data.

A new "Apply to Others" bulk editor button has been added to the Audit screen Samples tab (available when in Edit mode), so users can push a selection of answers from one sample to other samples by checking off the samples you want to use and click the button, or if no samples are checked off, it brings in every sample on this list automatically. The user will then have to choose a "source sample" from the list, and the findings/recommendations for each question on the source sample will be shown in the list. (By default, all questions will be checked off.) Upon clicking Confirm, the response to every question that is checked off will be copied from the source sample into every other sample that is being worked with. If a sample that is being written to already has a value for one of these questions, it'll be overwritten and replaced by the answer displayed on the screen.

New functionality was added to the Case Audit Analysis Builder screen to let you save or manage templates. The templates are used to create auto-generated case audit reports. Saving as a template will make a copy of the currently-loaded analysis that can't be edited further.

Notifications

Account Referrals are now available as an entity type, for Notification Policies.

Portals

Registration Portal

The Date of Birth is now a required field when proceeding as a Guest in the Registration Portal.

School Portal

A new set of radio buttons has been added to the School Portal view, allowing the user to look at SOAP Notes, Services, Contacts, Goals, and Assessments from those that only apply to the student, those that apply to the student, parents, and family view, as well as those that apply only to the parents and family (excludes the student).

User Defined Fields

On the organization and asset tabs of the User Defined Field (UDF) list, the show and multiselect columns no longer display (because they aren't supported on these types). The show/hide buttons in the top right no longer display on these tabs either. For account/organization UDFs, if you set the type to numeric and enable the preset list, some new validation will run. When setting up the UDF, if you try to create a numeric preset list without values (which must be designated in { } brackets) (Example: 4a.- Seasonal Worker {2}) , it won't let you save the UDF This prevents people from accidentally setting up a UDF that won't work.