...
- “No Caregiver” Calendar available from Main Module.
- Reorganized Reporting Modules
- All person and organization type modules (Client/Caregiver/Office Staff/etc.) consolidated into one “Relationship Management” Module with tabs for each type of person.
- Sessions for “Admin” and “User” profiles now restricted to expiring after 30 minutes.
- New tools in Telephony Records/E-TimeCards to easily fix missing start or end times from the estimated schedule.
- New context menu tool in Calendars to show the estimated open E-TimeCard for a schedule (before it’s actually completed and attached to the schedule).
- Finalize
- Automatically calculate credited pay hours (i.e. sick time)
- Feature to Maximize authorized hours for under-billed schedules in finalize
- Performance improvements for validating payers/caregivers with missing or zero bill/pay rates.
- Security
- New specific security (“Setup – Usernames”) for Usernames (on Users and Passwords and Mobile Security)
- New specific security (“Caregiver – Schedule Length”) for preferred Schedule Length (Caregivers)
- Applied missing security (“Common Tools - Email”) on emailing tools on calendars
- Grid reports:
- Added Preferred Gender column to the All Authorizations screen report.
- Added Rank to Events screen reports (Documented Events, Tasks and Appointments)
- Added new Previously Visited Client/Caregiver screen reports.
- Better information and additional columns in the Recurring Events screen report.
- Added Actual Hours and Scheduled Hours columns to Summary of Scheduled Hours screen report.
- Note added to Required Dates and Required Dates Detail flex grids
- New grid to report on Caregiver’s hours by Call Type
- New Client & Caregiver Lead Funnel grids to follow progression from Client Inquiry/Caregiver Application through Active.
...