Release 8/13/2022

Auto Complete Address

Tutorial: Auto-Complete Address

• When entering location address in company account location, staff profile, client profile and appointment, addresses will automatically display for user to select based on user location.

Updated field layout in the appointment screen on mobile browser version

The following fields have been moved toward the top of the appointment detail screen:

• Client name

• Place of Service

• Location Address

• Open

  

Added Session Note Messaging

• Users will receive messaging when they try to submit a session note that has only optional fields and no field has been completed.

• Open

  

New company account scheduling setting

Tutorial: Manually Enter Appointment Location Address Control Setting (Billable Appointments Only)

• Allows admin to control how users manually enter a location address when the appointment location is required for billable appointments.

Refined Travel Appointment Mileage Reset Functionality

Tutorial: Travel Appointments-Reset Mileage Improvements

• When users remove or modify location address fields in travel appointments, the system will reset the mileage field accordingly

Issues Tackled

Ticket #s

Yellow dot not going away next to client name

#00121074

Unable to save funder report

#00121898

Appointment can be saved without a paycode

#00121538

Unmastered targets

#00122169

Session Note Appointment Duration Incorrect

#00122679

Late Entries Did not Pull

#00121938

Client Funder Policy End Date 12/31/2100 Error

#00122540