Release Note Summary 1.3.39

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Release Note Summary

This release note update covers key features and changes released as of April 18, 2025.

Diagnosis Codes: DSM code Favorites tab, favorite diagnosis codes tab, and new filters are added.
Program appointments: Appointment settings are now configurable, and it has moved from program workflow settings to program configuration.
Account Behaviors:
- New filters and optional filters are added to account behaviors page.
- The default date range is set to Behavior.
- Program field is required for a new account behavior.
- Behavior tab is renamed "Monthly rollup by category" and behavior category tab to "Monthly rollup by behavior".
- A new "copy behavior" option is added.
Data Cleanup: New data check "clients without communication" is now added to find missing data under account communications.
Account:
- Self-directed indicator is added to account when enabled.
- New reserve word "MyAccJudicialComment" is added to account and "AccJudicialComment" to Client.
- Contact List: Residential contacts display the primary contact of the organization when key personnel are not set.

Organizations: Key personnel information names are made clickable links.
Billing Opportunities: Non-billable invoices are added to unit of service to reduce risk of unbillable services. Additional pop-up warning has been added.
Applicants: The applicant scenario used for application is now added as optional field to display, filter and use for reports and notifications.

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