Release Notes 4/15/23

Display Client Contact Name Remote Signature

Tutorial: Display Client Contact Name In Session Note Pending Remote Parent Review Tutorial

• Allows users to see the name of the client contact they requested to remotely sign a session note.

  Open

  

Added New Column “Appt Requirements Completed” to the payroll export

• Payroll Admin will now be able to see the date and time the last appointment requirement was completed that resulted in the appointment status being updated to Complete.

• The new column was added to the TimeSheet Entries and the Non Payable Tab and can be found in Column AQ

Open

Automastery Permission Enhancements:

Automastery & Auto-fade Enhancements for Skills

Automastery Permission Enhancements with Editing Client Programs & Data Decisions

• Enhancements for opportunity based and task analysis programs with auto-fading option..

• Auto-fade option is now only located within the individual program level and can only be selected and applied if Automastery is ON for that particular program.

• Enhancements with permissions and the ability to edit automastery and auto-fade settings.

Funder Reports Save As Improvement:

'Save As' Enhancements-Funder Report

• The save as functionality works similar to a word document in that it will allow a user to create a copy of the report and rename it.

Scheduling Navigation Enhancement

(Does not apply to accounts on “legacy” technology)

• Updated Scheduler Navigation to new look and feel.

NEW LOOK!

• Scheduler Sections are displayed horizontally

• Show Archived Appointment filter in the Individual Calendar moved to above the calendar

OLD LOOK

Issues Tackled-

Ticket #s-

Data Entry Tab Stuck Loading

143936

"We Are Sorry" Page After Typing In 0 For Date Range Within Analyze Data Tab

147194

Payroll export end date

146864

Payroll export columns

147379

Session note will not submit

147777

Data missing from preview on note

147004

Exceeds Auth button not working

146393

Session note template

147175

Editing Session Note Leads To 'We Are Sorry' Page

147394

Issue saving appt

147641

Unable To Submit Session Note

147049

Analyze Data custom graph error

146526

Unable To Change Prompt Within Data Entry

148242