Release notes 4/20/2024

Funder Reports: Exclude/Include Programs

Tutorial-User Guide: Including / Excluding Skill or Behavior Goals in Funder Reports

• This update allows the user to run a funder report with a skill or behavior excluded, then edit that same funder report and gives the user the ability to “re-include' any skill or behavior that was excluded from the report.

• This applies to

  • skill acquisition and behavior reduction progress fields

  • Recommended skill and behavior fields

UUID Number in EVV Appointment

Tutorial- UUID Number in EVV Appointment

UUID Number for Sandata will display within the appointment

Custom Header

Tutorial- Custom Header User Guide

• Allows users creating and editing session note and treatment report templates to add up to 5 fields to the main header, that will be visible on every page of saved reports.

Client and Staff File Cabinet- Action Column

• This update resolves an issue where the ‘Actions’ column was not always in view

Open

Issues Tackled

Ticket #s

Rounding rule

00179154

Overlapping appointments allowed and unable to adjust appointment verification time

00200129

Wrong session note in file cabinet

00200322

Unable To Log Into Mobile App

00200456

Billing Codes and Unit Rate Missing From Billing Export

00173009

Beacon Dupes

00199211

Client List Location Filter Not Showing Full Location Nam

00200238

Unable To Adjust Actual Start and End Times

00200229

Billing export fails

00198802

Tasks and notifications- new client assigned

00198258

Diagnosis

00197444

Incorrect Diagnosis Pulling Into Session Note

00198035