Release Note Summary - 1.20.5.03

Accounts

Cleanup

A new indicator has been added to the Account Data Cleanup Tools. We now indicate the data types that will auto-merge so no one needs to think about which account is retained and which is deleted as part of the merge process.

The count of treatment plans are now displayed in the Information Only section of the Account Clean-up tools.

Entrepreneurial Tools

Business Workflows

A slight revision was made to the completion of Business Workflow Steps that are informational only. Users can now choose to complete the step or cancel it by selecting the corresponding button on the workflow step popup screen.

When a new Business Workflow is added, it now defaults to 'Active'.

The status display on Business Orders only shows when a due date has been added to the order.

An Undo button has been added to Business Worfklow steps (a red 'X') so users can undo an order step after it is completed. If the user is undoing the most recently-completed step, and that step changed the status of the order, the order status will be set back to what it was in the prior step.

Even though organizations still need to be picked as a customer, users can add an Organization directly from the Customer list screen, without having to go to the Organization menu item. This is a time saver versus having to go to the Organization screen to be able to create a new organization.

Forms

An Organizational Staff Picker has been added as an additional data entry method, for forms.

Product Ordering

Users can now add products and confirm actuals of any additions made to the order, up until the time of order fulfillment. At that time, the actuals get locked and are made available for invoicing. The setup for this is done within the Edit Workflow panel.

Other Entrepreneurial Changes

For some businesses, new customers may have one general location and all products. The system can now be configured to auto-add these so the customer name shows up on the order list and products show up for orders. The customer can then add or edit locations or products later if they want. This can be used to set up default information for a business so there won't be a situation of a customer not displaying on the order screen.

Portals

Provider Portal

A new button has been added allowing Providers the ability to manually add appoitments from the client screen. Users need the appointment edit entity right to be able to do this.

School Portal

By selecting the notes to show in the additional settings for the School Portal, Admins can now choose which notes (Accounts, Services, and/or Contacts) they would like to display in the school portal.

Programs

A new field to capture the address of a program has been added to the Details tab of programs, for use with Transport Requests.

Program Attributes have been moved from their own tab to the Options & Checklists tab.

A new Appointments tab has been added to the Program workflow page. The tab will only display if there are appointments scheduled for the account program. The appointment is editable from this screen if the user has the appointment edit entity right.

Transport billing codes have been added to the program setup. These billing codes are user configurable in the configuration settings. Only those programs with a transport billing code can be used on transport requests.

Transport Requests

Transport Requests have now been added to imPowr. Please be aware they are still evolving, but functionality has been added to make them useable.

Users can create Long-Term, Short-Term, and One Time requests. If a user already has a Long-Term request, they can create a Short-Term request to add to or replace the active Long-Term request during the same time frame.

Requests are viewable from the Transport Request list as well as a new Transport Calendar. In the Transport Calendar, users can cancel or un-cancel the requests in bulk and run reports.

Users now have the ability to add in comments related to both the pick up and the drop off portions of the request.

The transport vehicle route is now selectable from a drop down list. This list is user configurable in Configuration Lookup Lists.

The ability to 'Follow' a transport request is now possible. Pressing the Follow button automatically creates a notification policy that will email that person anytime the transport request is updated or deleted.

A new field to add in the Reason for the transport request has been added.

The programs that can be selected for transport orders are limited to those which have a transport billing code.