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New Features & Improvements

• Cases & Notes

  • A new organization setting is available that prevents progress notes from being signed or submitted if there are no diagnosis codes.

Defect Fixes

• Schedule

  • Corrected an issue where duplicate Availability blocks were created for staff in a different time zone. This issue has been corrected so that a staff member creating an Availability block for another staff member in a different time zone does not create duplicate availability blocks.
  • Corrected an issue where appointment occurrences as part of a series that span greater than 60 days from current time displayed 12am as the end time of the appointment occurrences. This has been corrected so that there is no time change in series appointments that are greater than 60 days.
  • Corrected an issue where editing an upcoming appointment would display error warning for staff position restriction on selected the service type(s). This issue has been resolved so the error warning does not appear on the appointment modal when the staff position is linked to the service type.
  • For organizations on the new scheduling updates:
    • The new appointment modal and the edit appointment modal will no longer continue to display if you’ve been logged out due to inactivity.
    • Corrected an issue where a client was not saved as part of a group appointment if the client had a comma in their first or last name.
    • Corrected an issue where the new appointment modal was opening instead of the availability modal when dragging and dropping in the Availability view.
       

• My Tasks

  • Corrected an issue where tasks with a due date of Today were appearing in the Past Due task list.
     

• Staff

  • For organizations in a trial, newly added staff members with default permissions and/or billing permissions can now log into their account. Previously, they were redirected back to the login page if they attempted to log in.
     

• Billing

  • Corrected an issue where a multi-staff appointment would link the incorrect rendering provider when creating the invoice from the Agenda. This has been resolved so that the rendering provider is set to the logged-in staff when creating an invoice.
     

• Dynamic Forms

  • Corrected a typo where the word “HIPAA†was misspelled in the Dynamic form titled: Release of Information: HIPAA AUTHORIZATION FOR USE OR DISCLOSURE OF HEALTH INFORMATION'.
  • Any Dynamic Form (Case, Client, Progress Note, Intake, Organization) can now be filled out as expected. Previously, an error was occurring that prevented the information from being saved.
     

• Reports

  • The Service Date column will now sort correctly on the Canceled & Rescheduled Appointments report.
     

• Organization

  • Corrected an issue where an error occurred if the rate entered for a service type was over a certain number of digits. Now, only 8 digits or less can be entered for a service type.
  • Corrected an issue where sometimes the name field couldn’t be edited when editing the Cancel Free, Late Cancel Fee, or Now Show Fee service types.
  • Corrected an issue where the payment confirmation modal did not appear after entering your card details when subscribing to a plan.

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