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New Features & Improvements
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Reports
- A new report under Appointments called the Parental Verification Form allows you to generate the Parental Verification for Receipt of Behavioral Services form that is required to submit to Regional Centers. The selected clients' billable appointments for the month as well as guardian signatures will automatically populate on this form to save you time when submitting these forms.
- A new report under Appointments called the Parental Verification Form allows you to generate the Parental Verification for Receipt of Behavioral Services form that is required to submit to Regional Centers. The selected clients' billable appointments for the month as well as guardian signatures will automatically populate on this form to save you time when submitting these forms.
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Organization
- A new organization setting called: Enable Guardian Appointment Verification Signature was added. This will allow signatures from guardians to be collected from the clients appointment page to verify the details of the appointment. These signatures can then be added to the new Parental Verification Form.
- A new organization setting called: Enable Guardian Appointment Verification Signature was added. This will allow signatures from guardians to be collected from the clients appointment page to verify the details of the appointment. These signatures can then be added to the new Parental Verification Form.
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Cases & Notes
- Changes to a clients diagnosis codes will no longer modify the Diagnostic Impressions field when viewing previously signed progress notes or treatment plans in the application, and will now match the PDF document.
- An error message will appear when a staff member attempts to sign or approve a progress note if the diagnosis codes have been removed at the same time by another staff member.
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Reports
- The payroll report when sorting by staff members name has been updated to sort by the staff members last name instead of their first name to better align with other payroll reporting systems.
Defect Fixes
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Schedule
- Corrected an issue where appointments that were part of a recurring series that were past 60 days in the future would show an end time of 12AM instead of the true end time. This has been corrected to show the true end time of the appointment.
- Corrected an issue where the Default Schedule View User Preference was not redirecting the Users to the correct Schedule View when clicking on Schedule within the lefthand navigation.
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Client Portal
- Corrected an issue where sometimes the secure messages counter was showing in a negative value. This has been corrected so that the correct number will show under the secure messages.