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Release Type: Regular

Impacted Services: Website, Mobile

  • Company account and Reporting Dashboard permissions will no longer be options to select for the Default Role 5 Parent permission.

  • This update will eliminate access to company account settings and/or the reports in the Reporting Dashboard.

Image RemovedImage RemovedImage RemovedThese permissions will be disabled for the Role 5 Parent role in existing and new accounts.

New Features / Enhancements

Description

Disable Role 5 Permissions

Post-MVP 2: (enhancement) Drag and Drop-Moving an Appointment to a Different Time in Month View

Post-MVP: Change Month View Pop-Up Messaging and UI

D&D/Edit Appointment Post-MVP Enhancement: Moving an Appointment w/ a SN Draft to Later Today

Resizing an Appointment With Completed Verification/Session Note

Tutorial: Resizing Appointment Enhancements

Error pop-up will no longer have ‘Ok’ button and will remain in view until user clicks anywhere on the page. This update will impact other similar error messages in scheduling such as those seen when trying to drag and drop a cancelled appointment, archived appointment, etc.

Updates to the above pop-up look as well as an update to the messaging to provide clearer instructions.

When editing the time of an appointment that has a session note draft to a future time on today’s date, user will receive notice that the session note will be removed. The removal will be reflected in the Audit Trail

When resizing an appointment with a completed parent/principal verification and/or completed session note, users with Edit Verified Appointments permission will be notified that changing the times of the appointment will not update the verification or session note timestamps.

Users without Edit Verified Appointments permission will not be able to resize appointment with completed verifications/session notes.

Staff verified appointments cannot be resized by any user.

Mobile Web Responsive
Tutorial: Mobile Web Responsive Tutorial

The mobile browser now is designed with more responsive UI, scaling better to various screen sizes.

Issues Tackled

Ticket #s

Error Received When Saving Adaptive Skills

00207960

Unable to restore session note

00207866

Incorrect Client Availability Warning When Scheduling

00206553

Clients Availability Feature Doesn't Work

00205934

Client File Cabinet Out of Order For Staff

00206105

Provider email not pulling into session note

00205447

00208862

Location field in Session Notes not populating with info

00206285

Appointment Changes Reset When Appointment is Cancelled

00205864

Location Disappears After Adjusting Appointment

00205866
00209613

Staff Birthdays Being Changed

00204771

Unable To Re-Lock Staff Under Global Lock

00204716

adding availability to clients

00205095

Unable To Change Series End Date

00204559

Editing Funder Reports Changes Signature Dates

00199822

00200217

00203143

00209524

...