Release Note Summary 1.3.26

Release Note Summary

This release note update covers key features and changes released as of September 22, 2024.

What's New?

Utilization Dashboard

A new dashboard is available under the Finance>Financial Analysis>Utilization Dashboard. It is pre-loaded with a dataset showing availability and enrollment by program. Enable access via typical menu privileges and dataset privileges.

Reserved Words

We've added reserved words to Incidents to allow for more robust details around medication errors.

Sharing Surveys

IMPOWR surveys can be accessed by hyperlink or QR code. We've added functionality to make it easier to generate the hyperlink or QR code, and copy it to the clipboard.

Face Sheets

Face Sheets allow for quick access to customizable account information, and can be configured to show by account type.

Applicants

Applicants can be converted into Accounts in bulk, so long as preconditions around clarity and lack of conflict are met. Applicants' status can be similarly changed in bulk. Combined, these allow for more rapid triaging and action.

Special Needs Trust

For Clients subject involved in a Special Needs Trust, that can be flagged on the profile, and will be shown explicitly.

Grid View Export

The export functionality now has a new option to generate the export with the columns shown on the grid, rather than all columns in the data set. We're piloting this on specific pages first, with more in the future.

What's Improved?

Extended Audits

We've added a number of more detailed audit events on existing entities, more details on existing audit events, and added events for more activities.

DDP Exploring

The DDP list allows more clear and rapid identification of which DDP's need work. New filters show incomplete assessments and more options regarding upcoming expiration. Additionally, there are several reports that present the information rolled-up in different ways.

Program Sessions

Program Session attendance can be seen in summary via the on page reports.

Program Workflow Builder

Categories and individual Actions are both shown in grey italics when disabled.

Incident Portal

The portal allows easy entry of more information surrounding medication errors.

Data Cleanup

A new cleanup tool "Staff with no linked Programs" will identify staff who have not been associated with any program on the "Staff" panel.

Automatic Display

We're streamlining and simplifying the user interface by making more icons, buttons, filters, and descriptions show or hide automatically depending on program configuration. Most visibly, this is in effect on lists of Clients in Programs.