Release Note Summary 1.3.25

Release Note Summary

This release note update covers all the features and changes done between the dates of 08.16.2024 - 09.07.2024

What's New?

Financial Summary

New Financial Summary page added! Enable functional privileges to access it from the menu.

What's Improved?

Account Program

Split Delivered Services and Planned Services into separate boxes on the Services tab of Account Program, and Edit Employment Plan.

Can now edit, add, and delete Planned Services on Account Programs and Edit Employment Plan, and view them on Account Program. Audit logs track changes.

Financial Summary Page

Added optional columns: Medicaid Number, Earliest/Latest Invoice Date.

Billing Schedule

Added UpdatedBy and UpdatedOn fields to rate changes.

Weekly Summary

Link assessments to weekly tracker reviews for feedback and adjustments.

Step 1: Select form in program configuration (Weekly Activity tab).
Step 2: Display form in Weekly Tracker > Weekly Summary > Review Form. Form data is saved and displayed; no further manipulation at this time.

Workflow

Added export functionality for workflows to use in documentation.

Activity Dashboard Report
Audit Log for Dashboard Views
Added "Dashboard Views" report to Alliance.

Treatment Plan

Changed option to "Require Ready Status," which defaults to checked. Implemented on the individual plan list and in treatment plan details.

Reserved Words

Updated reserved words to include:

[AcctActiveProvidersWithContact]
[AcctActiveProviders]
[AcctMostRecentActiveLifePlanOwner], etc.

Service Calendar

Added "View Service Calendar" button to Account Program and Edit Employment Plan pages.

Services displayed on calendar; aggregated services shown in grid.
Added pop-up to copy services to another date with options to stay on the calendar or redirect to edit page.

RAS Updates

New setting to provide default text when no examiner/casac is assigned. This text will replace "NA" in generated letters.

Due Tasks

New section for task notifications. Option to hide task names and show only IDs in emails. Added direct links to tasks in emails.

Prompt for Location

New Option in Program Configuration.

Billing Opportunities

Added billing rule for location. Updated billing stored procedures and rule tester.

Invoices

Invoices now show exporting history. Click "Last Exported Column" to view details.