New Features

  • Keyboard shortcuts have been added to certain pages (and more will be added throughout the coming releases).  At this time, the following common shortcuts can be used:
    • From the client list, when filtering, "Enter" will apply the filters.
    • While viewing a service, Ctrl+s will save the service.
    • When a service is opened, the focus will immediately be placed on the Notes/Activities column, allowing you to use Ctrl+Home and Ctrl+End to scroll to the top and bottom of that column.
  • The first page a staff member sees after logging in can be set from their assigned role.
  • A new "Staff" calendar view was added to the Services page, allowing an admin to view staff schedules side by side.

Updates & Bug Fixes

  • Several filter and result options were added to the ticket search including linked services and messages.
  • Several filter and result options were added to the service search including unpaid, case fields, and facilities.
  • Several filter and result options were added to the service group search including completed work.
  • A new set of keywords was added for form autocompletion that revolve around the person who is currently logged in and working on the form.  This complements the keywords already in place for the assigned client and the assigned staff member.
  • Another autocomplete keyword was added to capture the current date and time.
  • Streamlined the summary view of a service for consistency throughout the system.
  • Added several custom field options including collapsible containers, typeaheads, ......
  • A couple of updates were made to the configuration for a custom dropdown field:
    • The entry process for setting options was overhauled to provide for easier entry, especially for large lists.
    • A true "other" option was added.  For more information, please click here.
  • Added a setting to automatically check into a service when it is created.
  • Added a setting to automatically apply the EVV check-in and check-out times to the billing fields.  Be aware that when this is enabled, a service will be "complete" when the staff member clicks "Checks Out."
  • Another set of form, autocomplete keywords was added related to a client's diagnoses.
  • The order of child/dependent activities can be set in the "parent" activities configuration.
  • An activity's color can now be set.  When set, the activity will appear with a bold, colored border when viewing the service.  This is currently the only place where the color will appear, but our team has plans to use the color in other areas of the system as well.