Release Note Summary 1.3.37

Release Note Summary

This release note update covers key features and changes released as of March 21, 2025.

What's New?

• Facility:

  • Facility Inspections:
    • Inspection locations are now linked to the facility.
    • Inspection outcomes can be updated for facility and asset inspections.
  • Facility Profile:
    • Lease details (rent, due date, security deposit, landlord incentives) can be added.
    • Rent payments and incentive payments can be recorded via the payments link.
    • Optional filters for income details, lease terms, repair costs, rent payments, security deposits, and finances.

• Account audit Extract:

  • Configurable with Options, Face Sheet, Programs, EduSocials, Referrals, Appointments, Communications, Services, Goals and Assessments.
  • Exportable to PDF with rearrangeable panels using sort orders.
  • Page number, headers, and info blocks can be enabled or disabled.

• Applicant Portal: The applicant panels can be rearranged using sort orders.

What's Improved?

• Accounts:

  • Contact List:

    • Communication details are now included in contact list and follow client preferences.
    • The Recipient inclusion and exclusion criteria are simplified.

  • Communication: The Communication panel is simplified, categorized into communication and content preferences along with primary language, preferred method of contact.
    

  • Relationships:

    • Show details has been removed, and status filter is added to show active/inactive relationships.

    • New relationship type "Advocate" is added.
      

    • A new popup window shows individual client relationships with involvement type and current status.