v6.3.7.4 (Service Release)

• Fixed an issue with grids loading properly in the Finance/Billing/Payroll modules.
• Editing a grid row via double-click would always refresh the grid even if the grid refresh option was turned off.

v6.3.7.3 (Service Release)

• Updated Live Support help link.
• When archiving a Saved Report, the Saved Report now includes the filter date range in the description.
• The notification pop-up for recent missed clock-ins was broken. Also fixed an old bug with the grid of schedules disappearing.
• Fixed an issue with the default status changing when adding several new people right after each other, particularly for Office Staff.
• Added “Effective Date” to Custom Form entry.

v6.3.7.1 (Service Release)

• Hardcode date/time format for grid exports to Excel to “MM/dd/yyyy hh:mm AM/PM”, as version 6.3.0+ was exporting the time portion as 24 hour time.
• Fixed an issue with an incorrect “You do not manage xx” security message coming up in some cases when adding a Documented Event to a schedule. (Security check happening on the wrong database ID.)
• Fixed an error related to refreshing grids on screen that could in rare cases occur when finishing running a Recipe for Billing/Payroll

v6.3.7 (Service Release)

• Updated “Identity” login screen.
• Better detection and transition between login methods; more seamless for users upgrading from an older version that didn’t support “Identity”.
• Today’s Notices list on the Main Module Home Page wasn’t refreshing properly.
• Fixed some grid layout loading errors when using advanced additional columns

v6.3.6 (Service Release)

• EZClaim Premier export can now fill in multiple Modifier codes on the exported claim. (Up to 4 modifier columns.) To set up on the call type, enter the multiple modifiers separated by a space in the “Modifier” field on the Call Type interface under the EZClaim Interface setup.
• Performance improvements to EZClaim Premier export.
• Export to EZClaim Advanced wasn’t actually including more than one diagnosis code in the proper code fields on the exported claim.
• Couldn’t export an Office Staff to QuickBooks Employee through the Search/Add screen via directly editing the External ID. 
• Sync Calendar to Outlook fails when syncing back an event from Outlook that has single quote (‘) characters in the subject or content.
• Fixed an issue in Billing and Payroll where a record that had been edited could cause Overtime to be incorrect if additional records were later processed into the same week for that caregiver.
• Fixed a performance issue with calculating billing/payroll where the program was asking the database for the same information multiple times.
• Hover tooltip on Authorization field on Schedule sometimes showed the wrong information.
• Eliminated unnecessary extra messages when bulk creating  “Identity” user accounts from Agency Office.
• Exporting an invoice to QuickBooks Online wasn’t setting the email field on the invoice.
• Creating a new E-TimeCard from a schedule wasn’t using the full schedule information to create the TimeCard.
• Improvements to importing grid layouts from the cloud Template database

v6.3.5 (Service Release)

• Fixed a couple of issues with properly selecting events on the “Classic” calendar style when right-clicking on them to open the context menu.
• Updated Franchise data export

v6.3.4 (Service Release)

• Updated color themes.
• Fixed an issue with saving Favorite tools in the Client tab of the Relationship Management Module.
• Fixed a performance issue with loading lists of over 1000 items in the contents.

v6.3.3 (Service Release)

• Fixed an issue with On-Screen Notices no longer displaying after clicking on the notification pop-up to view the notices.
• Fixed a case with sending out reports by email to individual people where in a very rare case the attachment of the report to the email could fail.
• Increased maximum values on some hidden fields on the Invoice that could cause validation errors if you edited the invoice (i.e. to change the Invoice number) and the invoice amount was over $10,000.
• Fixed a screen issue that could cause the ribbon to disappear and be replaced by a “giant red X”.

v6.3.2 (Un-Released)

• Fixed drag-and-drop error with Tasks and Appointments on the Calendars.

v6.3.1 (Service Release)

• “Support” link from main module now opens in default system web browser instead of an embedded window.
• Updated color Themes.
• Fixed an issue with the grid checkbox displaying by default in specific situations in Calculated Billing or Payroll.
• Using an “Identity” username to attempt to log in from the old log in screen will be identified and automatically switch the system into using Identity to log in.
• Posting records via a Recipe only used the batch end date to set the post/invoice dates, regardless of the option selected in the Recipe setup.

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