Release 9/9/2023

Drag and Drop

Tutorial: Drag and Drop

• On the Individual Calendar, users can drag and drop an appointment to change the scheduled date/times.

Site Wide Pop-Up Enhancements

• Several pop-ups in the Scheduling, Company Account, Staff, and Client areas of the website have been updated with a new look!

Open

Open

Add Option to Exclude OT Calculation Company Account Staff Member Paycode

Tutorial: Exclude Paycodes from Overtime Calculations

• Allows admin managing staff member paycodes in the company account to not include specific paycodes from being counted toward overtime calculations for non-exempt employees.

Appointment List and Export Updates

(Non EVV View)

• New filter and column added for Place of Service Field

• New column for Place of Service field added to the end of the appointment list export

Group NPI for HHAexchange EVV

Group NPI for HHAexchange EVV

• Users can send company's NPI number when creating Billing Code for EVV approval

• For customers in NJ with HHAexchange

Issues Tackled

Ticket #s

EVV Error Customer Open Heart

00178969

Parent portal access to appt list

00178406

Incorrect Rate In Billing Export

00179934

Issues with funder report auto-saving

00184685, 00179579, 00179520, 00179401, 00178322

Flag Filter Not Working Within Staff List

00179309

Appt List Not filtering properly

00179987

not able to move document to another folder

00196664,00189444

password reset/system not recognizing username

00179752,00197368,00197449

Uncancel and Unarchive Add New Reasons

00197067

Appointments Missing Required Location Field

00180103, 00179246

Secondary locations not appearing in the appointment list

00179895

No NA option available when tracking prompts for TAs

00179936

User Needs To Enter Cancellations Twice To Save

00183308,00197458

Concerns with Rethink's Formatting of Headings, Answers, and Descriptions

00185142

Add New Prompt Button Broken

00196899,00196862,00196774,00189769, 00188992,00197813

not able to move document to another folder, Unable to move file "not found"

00189444,00196664

Missing funder report

00179318

Appointment Reminders Still Sent When Turned Off In Contact Section

00197900

Unable to load client list or open client profiles - INCOGNITO

00197589

Services saving SN_JP_N/A_23_08_24_1220PM

00197085

SSO Redirect URL Issues with Total

00180486