Release Note Summary 1.3.21

Release Note Summary

This release note update covers all the features and changes done between the dates of 6.14.2024 - 6.28.2024

What's New?

Applicants

Applicants now have a "Sex Assigned at Birth" attribute that can be filled out when entering a new applicant or editing an old one!
This value will transfer to the client account when the applicant is converted into a client.

Data Quality

The Account Comment is now available as an optional column on the Data Cleanup Grid!
It is available on all three tabs.

Bed Checks

Bed Checks now have a default color of green, white, and red.
Green: Present
Red: Not Present
White: Not Entered

Helplines

The user can now log the caller's sex alongside the gender while on an active helpline call.

Staff Action - Audits

More actions are now logged in the Audit Trail in relation to Staff Action Plans and workflows.

Staff Action - Billing

The user can now set QC Thresholds when configuring a program. When these thresholds are breached, an icon will appear in the QC column on the Billing Opportunities Page.

Staff Action - Report

New reserved words for staff action monthly report headers and footers was added.

Sort Order

Sot order is now applied to marital statuses, sexual orientations, and pronouns!
It should be functioning everywhere within the application and is configurable.

Staff Action - Unapproved Plans

When unapproving a Staff Action Plan, the user can choose to copy it into a new plan.
The pop-up has been modified as well.

Staff Action - Data Log

The Staff Action Data Log now has a dropdown that controls Bed Checks, Pica Sweeps, and Bed Sweeps. The user can click on the dropdown and choose the specific data that they want to look for.

Shelvesets

Previously, the setup of Bed checks, bed sweeps, and pica sweeps for a client was a popup, now it is a full page!

A shelveset is a snapshot of the current selections; the user can select the boxes and then click save shelveset with a name.

If the name already exists, the user will be asked if they want to overwrite.

The scope of the name is the program and type (PICA, Bed sweep, or bed check) and to retrieve a shelveset, click "Get Shelveset".

The user can click one and select it or check multiple and delete them.

Bedroom Sweep

Bedroom Sweeps were added to the application!
They function in the same way as Pica Sweeps, and they can be set on the Work Queue.

QCodes

QCodes can now be configured for each individual program.

Billing Combinations

The business rule editor now has a tab for setting up flaggable billing combinations.
Any combinations of programs can be added to this tab, and if they occur, the icon appears on the Billing Opportunity page.

Sessions

The user can now navigate to the Work Queue from the Session Attendance Page.

A direct link to staff activity for time logging was added to the Session Attendance Page.

"Managing" and "Planning" were added as activity types to the Staff Activity choices.

Billing Reports

Billing Reports are now on a new page! Click on the report button on the Billing Opportunities page.

Billing Rules

A new column showing the age of non-invoiced items in days was added to the Billing Opportunities page!
This column can be filtered and it will highlight in red if the age is greater than 30 days.

Account Dashboard

The user can now use reserved words when creating a text block on a client account's dashboard.

Task Grid

The user can now copy tasks in case audits! The button is next to the add and delete task icons.

Maximum Billing Units

If the user selects a billing rule set that is unit-based then the following will happen:

1. Show the unit limitation dropdown
2. Show the unit threshold
3. Save it as part of the program setup

Anonymous Program Sessions

When entering a new client for anonymous program sessions, the user can now enter the sex of the caller alongside the gender.

Treatment Plan

When viewing a treatment plan, the program count is now on the header of the plan.

A new quick filter was added that looks for any treatment plans added this month. This can be found on the Individual Plan List page.

Case Audit Templates

The Case Audit List now has a new tab for 'Templates'!
Users can create a template (a stripped-down case audit) and save it with a name.

When on the regular case audit list tab, they have the option to create a new one from a template and have the following values prefilled:

1. List of reviewers
2. The organization and category