Release 6/10/2023

• Location filter updated for Client Demographics/ Staff General Attribute Reports

• The location filters will now control the clients or staff displayed in the respective reports.

Open

• Updated messaging in Scheduler

Tutorial: Updated Error Messaging for Scheduler Client/Staff Access

• Clearer messaging provided when users click on appointments in their calendar they do not have permission to access

• Travel Appointment Driving From Location Refinement

• The Driving From location field will no longer reset when client home option is selected and the client assigned is updated.

• Open

  

• Option to Exclude Staff Home and Client Home Values in Appt Location Drop Down

Tutorial: Customize Appointment Location Field Values in Scheduler

• Provides users the option to exclude Staff Home and/or Client Home from displaying in appointment location drop down value list.

• Client Contact Verification Code Expiration Label & Resend Verification Code Checkbox

 Client Contact Registration: Verification Code Expired Label

• New Contact Registration label when a contact’s verification code has expired, you will now see the label “Contact Verification Code Expired”.

• Then the user can edit the contact and they will see a new “resend verification code” checkbox that should be checked to grant the contact registration access again.

• Update Appointment Session Note Buttons to remain static on the page (Core application)

• This refinement fixes an issue reported by customers using the upgraded “Core” application.

• The session note Action buttons at the top of the session note form will remain static and will no longer disappear from the page when users scroll.

• Update Print Browser Styles so users can utilize built in Browser print functionalities (Core application)

** Printing Schedules is NOT a Rethink platform feature and we do not support web browser print functionality.

Please refer to your web browser of choice documentation to learn more about their printing settings.

• This refinement fixes an issue reported by customers using the upgraded “Core” application.

• Users will now be able to by default print in landscape mode when using the browser print function on Chrome, Firefox and Edge browers in the Individual and Group Calendar and Appointment List.

• Ability to use spell check with session notes (Core application)

** Spell Check is NOT a Rethink platform feature. Please check your web browser spell check settings.

• Users will now see red underline under words that may not be spelled correctly.

• When users right click on the red underline words they will see a list of spelling recommendations.

Issues Tackled

Ticket #s

Diagnosis Not Showing For All Session Notes

00163039

Appointment Location Disappears After Verification

00169350

Client list shortcuts error

00160012

Credential change when session note edited

00168061

Autosave deleting changes to template

00169482

Funder Report Saving Incorrect Signature Date

00170231; 00170275; 00170399; 00170707; 00170820; 00168636