Release Note Summary 1.3.20

Release Note Summary

This release note update covers all the features and changes done between the dates of 5.31.2024 - 6.14.2024

What's New?

PICA Sweeps

PICA Sweeps can now be enabled in Program Configuration! It is listed under the "Daily Activities & Work Queue Options".

After it has been enabled for the program, the user must enable the timeslots for a specific client.

Then, the user can fill out those timeslots on the Work Queue page, by pressing the PICA Sweeps icon.

Concern Portal

The Concern portal can now be translated into Spanish!
Use the buttons on the top of the portal to switch between languages.

What's Improved?

Billing Rules

Three new rules were added to the Billing Rules. These can be tested like any other rule in the program:

• Bed Checks for the Month

• Bed Checks on/or before 15th

• Bed Checks on/or after the 16th

Mailing List

The mailing list that is created on the Clients page now has a "Labels" button that allows the user to generate mailing labels.

This will lead the user to the same page as if they went into the mailing list and created the labels manually.

Billing for Programs

There is a new Residential Calendar available for programs. The user can enable this option in the Program Configuration page, under "Billing and Monthly Reporting Options".

This enables the residential calendar button on the Work Queue screen, and the user can click on the button to enter the new calendar and add statuses for clients.

Functional Privileges

There is a new functional privilege that controls whether or not the user sees the Pay-Point tab.
When enabled, the user will be able to see the configured pay points tab that exists on the workflow screen.

Assessments

Notes can now be added to assessment submissions!
Assessments can be submitted for an account program (the program has to be configured to link to assessment tools) or for an account (the account type has to be configured to link to assessment tools).

The user can access the same popup from the assessment screen, as long as the assessment has been saved.

These will appear on the client's notes and files page when assessments are checked.

Billing Units

Programs can now set whether the billing units will be rounded or not. This option can be found in the Program Configuration page, under the Daily Activities tab.
It is shown on the Billing Opportunities page whether it is being rounded or not.

Billing Rules

Billing rules can now be copied between rows. This can be enacted by pressing the copy button within the Billing Rules page.

Reserved Words

Incidents now have new reserved words that can be added to any incident-related text block!

Referrals

The Referrals tab has had UI edits to better the user experience.

Account Profiles

Account Profiles now have the account attribute "Sex" alongside "Gender". It is under the "Profile" tab.

Care Plans

Care Plans now have a new status called "Needs Further Work"! It can be assigned and filtered by like any other status.

Transportation

Now when choosing a driver for a Transportation Request, the user can choose "Me" and be directly assigned.

Text Blocks - Account Emergency Profile

There is a new configurable text block for Account Emergency Profiles!

This text block can be viewed by pressing the new icon on the top of the Account Profiles page.

Imports

New fields were added to the account import services to increase import capacity.