v6.2.3

On the Automated Report setup screen, the “Who will receive this report” has been re-captioned “People to receive a full copy of the report” for better indication of what this does, and the selection of people here is now limited to only Office Staff.
Fix for Sterling BackCheck integration.
Import from Template database wasn’t working for Relationship (e.g. Client, Caregiver, etc.) and Event (e.g. Task, Appointment, etc.) categories in User Defined.
Additional fix to Import button in User Defined Information to handle infrastructure update.
“Hide Negative Scores” button on Quick Pick screen wasn’t working right.
Added a check when adding a cloud user account to a new office staff person to try and make sure that the office staff gets the proper username equal to their username and not with an “_2” etc. on the end when they’ve already existed as a different type of relationship in the system.
Fixed an issue with commas in the Responsible Party’s name causing columns to be shifted in the Home Care Pulse initial email.

v6.2.1

Recipes
- Set up a “Recipe” (list of the steps to perform and associated options) in the Agency Office Module to enable easy one-click processing of Billing and Payroll from filling of actual hours all the way through calculation and posting.
- The Recipe ensures that the same steps are always performed and makes the billing and payroll process easier and faster.

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