Release Note Summary - 1.20.28.00

Audit Trail

More Details

Form submission messages in the audit trail will now have extra info to say the context in which the form was submitted. Old audit trail messages will not be changed, only forms that are submitted after this change will have extra information in the audit trail.

New Audit Items Being Tracked

When accounts, incidents, referrals, and Staff Action Plans are viewed, they are now captured in the Audit Trail.

Staff Action Plans

Billing Rule Sets

Billing Rule Sets define a set of services and requirements for billing. These can be found at: Configuration > Reference library > Billing RuleSets (in the Care & Staff Action Plans section). Each service has a row on the service grid and an icon for editing. Click the icon to pop up an edit window where users can add and remove rules and set the count for ones that require it. The list of rules and whether they require a count or not is hard coded and is not user configurable.

Claims List / Billing Opportunities

The Staff Action Plans - Claims List has been renamed to Staff Action Plans - Billing Opportunities.

The ability to make a billing decision, entering a reason, and then optionally assigning the bill to an existing invoice has been added.

The Suggested Billable Service (Billing Day, Retainer day (someone in hospital or rehab),Therapeutic Day (in residential but went home) are now displayed in the Billing Opportunities list. These Suggested Billable Services come from the Billing rule set associated wih the Program and are picked when entering the note. The Note entry only appears when that note "checklist" has been set as the daily note.

Daily Notes

The system now enforces that only one item per list can be the daily note. (Only one Note is used for Billing each day and only one note counts for that.) If a user selects a different Program Operations Staff-End-of-the-Day activity and chooses that one for the daily note, the previously selected daily note will no longer remain selected.

Suggested Service

On the Staff Action Plan - Work Queue, when marking an action as completed, the signature popup appears. If the "Allow Suggested Service" Support Option on the Program Options screen had been selected, a pop-up window will display where a user can set the client's suggested service for the day. The setting should default to the current setting. The suggested service charges are based on the program's billing rule set.

Transport Requests

New One Way Transport Request Type

A new Long Term One Way transport request type has been added to the system to accomodate various kinds of transports or repetitive deliveries.