Release 8/5/2023

New Status Canceled-Rescheduled Updates

Rescheduled Cancelled Appointment Updates

• When an appointment is rescheduled, a new status Canceled-Rescheduled will be assigned

• Canceled appointments that are rescheduled will no longer be removed from the users calendar.

• Restrict users from deleting appointments with status Cancelled-Reschedule

• New status filter added to the Appointment List

• Added messaging when users are canceling or deleting appointments using the Actions button in the Appointment list

• Added records in Audit Trail to provide visibility of changes made to appointments with status Cancelled-Rescheduled as well as the Rescheduled appointment.

Remove "Beta" label from appointment reminders in the company account

• The appointment reminder feature is no longer in beta so we have removed the “beta” label.

Open

Funder Report Performance Improvements

• Removal of Data Point Tool Tip.

  • User will experience better performance and a faster load time.

Open

• Additional spinner when user is downloading a funder report.

  • VIsual indicator showing the user that the report is downloading.

• Disable the Download/Save to File Cabinet Button when page is loading.

  • Improved UX to indicate that the download is in progress. The download button will be grayed out to prevent the user from clicking multiple times when the report is downloading.

Issues Tackled

Ticket #s

[ENCRYPT] Session Date Incorrect on Note

00175974

Unable To See Session Note Fields When Making Browser Window Smaller

00173369

Data Collection Date Incorrect

00171102

Unable to Bulk verify - Future appointments warning

00169789

Api between Total and BH - Wrong date depicts on Calendar

00169566

Unable to switch staff member for appointments

00170389
00171372
00171612
00171874
00172643
00176980

RE: Schedule issue

00175966

remote parent signature button disappears when save as draft

00173003

data summary

00173638

Sessions allowed to overlap with current funder rule set to do not allow

00174730

Data not linking to a note

00170091

Appointment Reminders Not Being Received

00172879
00173789

On Staff Assignments page of Client profile, staff names are appearing switched(first & last)

00171231

Unable to unarchive previous appointment

00175482
00176815

Appointments Duplicating

00175407

Data not pulling into session note

00172710

Staff Attributes Report not displaying correct Locations/Facilities

00175346

Include baseline data not including baseline data for BSPs in funder report

00170756

Unable to update Staff Company Staff ID

00175855

Unable to edit custom behavior plans

00175589

Billing Code Erros in Scheduler

00174029

Prompt Hierarchy not saving correctly

00176356

Staff search in detailed training report not working

00169144

verified time change error

00177270

Expiring Authorization Report Includes Billing Code Not In Authorization

00176107

Wrong Note Attached To Data In Session Note

00173828

Diagnosis on session note

00176692

loading and prompt fading in Data Entry

00162941

Unable to edit actual time of appointment

00177314

00177489

00177500

00177530

00177561

00177785

00178102

Not able to edit time of appointment

00177522

00177653

00177813

00177838

00177865

00178119