Release Note Summary - 1.20.21.10

Assets

Inspections

The data collection section of asset inspections now shows the full content when printing the page. If a word in the text is too long to fit onto one line, it'll break up the word wherever it can so the text wraps as expected.

Campaigns

Sponsorship Levels

Users can now configure Sponsorship levels directly within their campaigns.

Once a sponsorship level is selected, it will display alongside the donation on the donation list.

Care Plans / Life Plans

Authors

For life plans for Arcs, the default author for a life plan is a known 3rd party (their "Care Coordination Organization" or "CCO"). There are now default settings that can be used to set the CCO so that the author organization comes preselected. Go to options and filter for "care" or "treatment" or "plan".

Contact Information

Contact information for individual and organizational authors are now captured in Care Plans/Life Plans,

Client Documents

Medical Documents are now named Client Documents

Medical Documents have been renamed to 'Client Documents', to make their use more flexible.

Client Document Type Categories

Client document type categories are now user configurable in the Configuration Lookup Lists.

Making Document Types Active

A new "Active" option checkbox has been added to Client Documents so documents in specific document type categories can be hiden from the screen without deleting the data. This Active indicator is displayed on the Client Document Types grid to make it easier quickly see types are active and displayed in the system.

Page View

When viewing the Client Documents page, the document types are now displayed in a tree view, based on the document type category.

Donations

Pledges

When a donation is applied to a pledge, the pledge ID and date, along with the campaign it applies to, now displays to make it easier to select the appropriate

Medical Documents

Medical documents have been renamed to 'Client Documents'.

Staff Action Plans

Session Calendar

A new Session Calendar link has been added to the My Staff Action List page. Clicking on the link will open the Session Calendar (Program-Session Calendar). As you click on a session, you can view the details, including the clients scheduled for that session. You are able to check them in/out directly from that screen (i.e. take attendance). Clicking on the program session will also create an entry in your Recent Links panel on the My Dashboard page.

Adding Users to Sessions

In the Program-Session, you can designate the Client Mode, which is how the clients should be added to the Session. To get a person to appear on the session screen, they need to be actively enrolled in the program and assigned to the Session. While that makes sense for many types of programs, for Residential, its an extra step, because everyone in the program is in the session. (for Day Services, it may not be true because some people might be in a morning session, some in an afternoon, and some in both.). In order to accomodate this and to automate it, users can select from one of two Client Modes. If the selected Client Mode is "include all enrolled", then all clients who are actively enrolled in the program are automatically added to the session. If the selected Client Mods is "Manual", only the selected clients are added to the session.

Session Attendance and Bed Checks

By adding a new action to the Staff End-of-Day List in Program-Program Operations, and setting the Execution to be on a Session Page, users can call up the attendance and bed check screen directly from session calendar view.

Check-In/Check-Out Tracking

New options show on the program session screen, showing the current status of that individual in the program session. The multiple check-ins option shows if the person checked out of the program and then checked back in, one or more times. For multiple -check-ins/check-outs, hovering over the text will show a tooltip of each time they checked in/out.

Program Session Options

Program session options can be set up by clicking on the sessions tab in the program, and selecting the appropriate options. The initial options are the following - more options, like those related to IPOPs, bed check rules, room/beds, etc. will be added later. The options can be viewed when selecting a session and clicking on Details.

Show image
Show client "badge"
Dietary restrictions
Appointments
Notes
Ad hoc Services
Access to Nursing Notes
Allow Walk-Ins

Session Walk-ins

When on the Session Details page, if available as a program option, users can click on the 'Walk-in' button on the top of the page, to allow either existing or new account walk-ins. When added, the account is automatically assigned to the session if it is set to a Manual Session, and they are not already in it. They are also checked into the session. They are also added as enrolled to the program if they are not already in it. If they are a new account, the Add Client workflow will be invoked and the existing intake process will be followed. The account must then be majually enrollef into to the program and session (if needed).

Staff Action Plan End Dates

If a Staff Action Plan is created without an end date, the system will automatically default the end date to a date that is 364 days after the start date.

Daily Notes

When selecting an action that involves a group of select clients, users can enter notes related to each individual client, by clicking on a new Note icon, adjacent to their name. When pressed, a new Note Log tab is automatically created on the Staff Action Summary page, and the note will display in that log. A date and time stamp will display below the note on the action, to show who created the note and when it was created.

Note Displaying

Once a note is created, it can be viewed in the Summary Page, in its entirety. Below, a date and time stamp, along with the author of that note, will be displayed.

Note Auditing

When viewing a note in the Summary Page, users can either review and approve the note, identify a required action, or send a message regarding the note. When 'Send Message' is selected, the recipient is emailed a message indicating the logged note needs attention. When 'Action Required' is selected, the user can enter auditor notes and save them to the note, and can additionally optionally email the note to the owner of the note, so they can take action. When Approve is selected, the Audit note is marked as Completed. The last action available is Reset. When that is selected, the Completed Status is changed back to Pending and the note can be resent through the Audit process.

Staff Action Note Texts

When selecting an action and clicking Perform, users can see two new user configurable text blocks. The first is the Staff Support Note Template, for which an agency can define what information they want their staff to enter as a note. When bringing up a staff support for editing, if the note is empty, the note template will be displayed. The 2nd is for Staff Support Note Instructions. Clicking on these instructions will bring the user directly to the instruction text for filling out the note.

Billing Rulesets

For each action created for a POMS goal in a Staff Action Plan, users can choose a billing ruleset. They can choose between 'default' or pick a specific Billing ruleset.

Task List

Multi-Select Statuses

Users can now select more than one status at a time when filtering the Task List, using the new multi-select filter.