Release Note Summary - 1.20.27.00

Assets

Vehicles - Number Transported

When entering in the names of the people transported during a vehicle trip, users can now also enter in the number of those transported. This number is displayed in the Vehicle Asset Usage tab.

Client Documents

Viewing and Printing Documents

We have added in both a Form View and Print View for non-DDP and non-LCED client documents (form or PDF). With the Form view, everything in the form gets printed...with the Print view, only the fields entered into the form get printed and non-used fields are not printed. A link to the client docs page to show APPROVED documents is now also possible with a simple click on the Eyeball on far right of the grid.

Invoices

Tab Selection

On viewing an invoice, the system now autoselects the tab for users, to be the one with the most items (typically the only one with items)...until a user manually selects another tab. Upon that selection, the system then remembers the selected tab. When a new sessio begins, the system once again autoselects the tab for the user.

Programs

Viewing Operations Settings (Staff Action Plan Default Settings)

By setting the 'Program Operations - Assign Billing Rules' value to 'Yes' in Configuration Options for Programs, a new 'Operations Settings' panel will display on the Program Operations tab of the program. The Operations Settings panel is used to set various default values for the Staff Action Plan, such as the default Billing Ruleset, the default IPOP document. the selection of the Support Requirements, the Approvers, the default header and footer for the printout, and the monthly report, as well as the note templates to use, and the ESignature Mode and Attestation.

Service and Class Sessions

Participant Check-in/Check-Out

A history of session check-ins/check-outs for each individual, is now captured, along with time stamps of when that attendance was captured.

Sessions

Knowing How Long Someone Attended a Session

Staff needs to know how long a person attended so they can use that info for billing purposes. They can calculate it manually from checkin/checkout times but it can be difficult and time consuming to do. Additionally, some times the time of checkin or checkout is different than current time (maybe staff was busy and could not get to the computer).

There is now a new option on program sessions. Having this option turned on allows for the old checkin behavior. The option defaults to 'off', so the new features will be automatically enabled. Checking in/out someone in a session will now show a popup and a time picker. If the session is today, you can only enter times in the past. (The times will be calculated between in -> out, and between in -> now). If the session is in the past, you can enter any time.

This new feature will show how long each person has been checked in for, as long as they have checked in at least once.

Staff Action Plans

Actions

When completing actions in the Staff Action - Work Queue, the system now captures the location (lattitude and longitude) of the person who is performing the action completion. That location can be optionally displayed on the Staff Action - Data log screen.

Clicking on the map icon will display the individual's location, based on the accuracy that it was captured (mobile phones are a lot more accurate than a PC).

Auditing Notes

When auditing a Staff Action Plan's Audit Note Record (via the Staff Action - Data Log), when clicking on 'Action Required', in addition to being able to send Audit Notes to the Staff Action Plan Owner, the user will have the ability to enter an Audit Note and/or select from some of the most commonly found audit issues (such as: Missing signature, Needs more detail, Spelling and formatting, and Missing suggested service) to send to the plan's owner.

Default Settings

Please refer to the Programs section, above, for information on displaying the Operations Settings panel, which is used for the Staff Action Plan default settings. Staff Action Plans will utilize the Program default settings or, for an individual Staff Action Plan, it will use the default settings created for that particular plan (which will take precedence over those set up for the program). In both cases, in either the selection of the Custom Support Options in the Program or the SCustom Data Entry Options in the Staff Action Plan, default values (such as requiring and showing initials, requiring comments and prompt levels, requiring an end date, etc.) can be selected.

Program Session(s) Link

A link has been established between the Staff Action Plan for an individual and sessions for their Program. This link will make it easy to go back and forth between the two. The link is accessed by clicking on an icon on the Staff Action Plan header. Clicking on the icon will bring the user directly to the program session details screen, so the user can quickly see if the individual attended the session or not, and any other notes which may have been entered for them,. If there are multiple program sessions on that day, the user must choose which session they wish displayed.

There is now a new option on Program-Sessions tab Details, in Programs, called "Show Staff Supports". This option defaults to off, but when turned on, anyone in the session with a Staff Action Plan will show a new row of links, showing how many supports they have due in the current day, week, and month. Clicking on each support link will immediately open the applicable Staff Action Plan - Work Queue tab.

Missing Medicaid Numbers

If an individual is on Medicaid, but their Medicaid Number is missing, an alert banner informing others of the missing number, now displays on the Staff Action Plan - Work Queue details panel, as well as in the Staff Action Plan for that individual.