Release Note Summary - 1.21.02.00

Admin Roles

Continual Care Solutions System Adminstrators now have a new, more succicent role. You may notice this role under the account of a CCS Employee or Admin.

Billing Oppurtunities

Bills can now be linked to invoices, and those will show up in the table.
Bills can be filtered by whether or not they have invoices.

Clients

There is now an additional column named Household ID that can be added to the Clients page.

Configuration

Household Size can now be turned on/off on the Configuration page under Options.
When turned off, the household size is no longer visible on any page.

Dataset Library

The individual dataset can now be viewed from the Dataset Library page by clicking on the "Viewer" link.

Daily Billing Rules

Bulk actions can now be assigned to all displayed rows on the page using the new checkbox.
Auto-Calculate Billable Service is now able to be selected as a bulk action. Depending on the data in the row, the rules selected for that bill will change.

Edit Program

Billing Rulesets can now be edited in "Edit Program".

Entity Rights

New entity rights that allow the user to add or delete files in certain parts of the application. This is a right can be enabled and disabled.

Form Library

Forms can now be printed by pressing the Eye icon and then the print button on the following page.

Invoices

Invoice Chooser

The Invoice Picker on the Staff Action - Billing Oppurtunities has been updated.
Comments are now visible and can used to filter the invoices.

Invoice Footer

Configuration -> Text Blocks -> Administrative -> Invoice Instructions

Invoice footers can now be customized and seperated from other footers.

Special Instructions

Special instructions can now be added to invoices in the "Edit Invoice" page. The instructions will be visible on the "View Invoice" page.

Invoice Tags

Invoices -> Individual Invoice
Tags can now be added to individual invoices by clicking on the ID from the Invoice page.

Invoices can be filtered by the tags assigned to them on the main invoices page.

New Privilege

Forms can now be accessed when viewing a Client's page, under the Activities column.

To enable this panel, go to Configuration -> Account Types -> Select the Account Type -> Profile Side Panels

Staff Action Claims - Billing Oppurtunities

Several edits were done to the Billing Oppurtunities page.

1.Ability to edit the daily billing ruleset by pressing the newly added Gear Icon.
2. Ability to filter by the Program Director and be able to see who it is under the program name.
3. Invoice Number and Amount columns added to show the IDs of the invoices that are linked to that bill and the total doller amount that is being charged.
4. When editing the Billing Ruleset, the Service column links to service library and the Default Rate column links to the billing schedule.