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
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