Version 6.4.0

New Features

Dashboards
Billables:
- Client name on Create Billing (from Billable events) screen was not read-only.
- New Add menu on Billables toolbar to create Tasks/Appointments/Documented Events directly from that screen.
- Billables could only be calculated if there was an Authorization(Contract) that covered the entire date range for calculation, which could be an issue for brand new clients. Now any authorization that at least covers any portion of the date range will be considered a valid choice.
Rate Override Options (Beta code, contact support to enable feature)
- Rate (existing)
- Rate (skip rate package)
- Rate (skip rate package and overtime)
- Total Amount
Quick Pick Classifications

Enhancements

Performance enhancements
- Sending chats (SMS messages)
- Adding/editing statuses
- Adding/editing authorizations
- Adding/editing schedules
- Generating recurring events
- Adding and messaging Pending Caregivers
- Sending emails
- Schedule Review/Actual Hours/Finalize grids
- Better performance on search when typing someone’s name into fields on the screen. (e.g. Client and Caregiver fields on Schedule)
SMS Messaging/Chat:
- Personal Messaging Screen new options:
  - Auto Mark as Read
  - Send on Enter
- Updated the default layout of the grid in the SMS Messages module to show the actual To/From full names instead of username/email for ease of use. (All of these columns are still options in the column chooser.)
Authorization enhancements
- Show payer’s billing rates in side detail panel
- Increased size of the Multi-Add screen for adding Duties to Perform to the Authorizations.
Scheduling and Calendars:
- Better display of warnings and errors when generating recurring schedules.
- New time options on Events (Schedules, Appointments, Tasks and Documented Events) to set the length of the event from a pre-set length instead of manually typing or selecting the end time.
  Pre-defined lists are editable in User Defined under Scheduling > Event Interval
- Added new toolbar button to show Pending schedules on Caregiver Calendar.
- New tool on Calendar toolbars to show schedules from the calendar view in a pop-up grid (helpful for bulk actions).
- New calendar context menu options for working with recurring schedules:
  - Generate Recurrence (from date of selected schedule forward)
  - Stop Recurrence (from date of selected schedule forward)
  - Check Errors for Recurrence
- When deleting multiple schedules from the Calendar or Schedule Review, no longer ask to cancel instead for EVERY instance of a recurring schedule. Just ask once and apply the same action to all recurring schedules in the selection.
- Actual Hours grid in the Relationships Module now has “Actions” menu on the toolbar with all of the appropriate options from the Actual Hours tab in the Finance/Schedule Review module.
- “Subject” field for Tasks/Appointments/Documented Events.
Invoices and Export
- Invoice Term “Description” field character limit increased to 400.
- Ability to override the Return Address on the Invoice in Agency Office Billing Settings (choose from Agency’s Secondary Addresses).
- Edit Invoice screen now includes total hours and amount (dollars), instructions and promo information.
- New option in EZ Claim export setup to specify how the Date of Current Illness is set on the exported claim.
- If the QuickBooks Connector is already running, trying to start the Connector from Companion will no longer attempt to start another instance of the Connector to prevent having the Connector running multiple times.
Telephony/E-TimeCards
- Re-organized the ribbon on the Edit E-TimeCard screen
- Added “Remove E-TimeCard from Schedule” and “Cancel” buttons to the ribbon on the Edit E-TimeCard screen
- Updating a Completed E-TimeCard didn’t always update the matched schedule with the changes.
Security:
- Ability to define Default security levels for usernames for different types of people (in Agency Office Settings > Overrides).
- New Security to control the ability to add/change the Security Levels that are attached to a username. (So along with Default Security Levels, an office staff could have the ability to send or reset a caregiver or other office staff user’s password but not change permissions.)
- When setting up caregiver accounts in bulk in the Agency Office module, if the Caregiver has a default username created, that isn’t their current email address and isn’t an “Identity” account, the username will be updated to be their email address before converting it to an “Identity” account and sending the activation email.
- Added Modification History to file menu on “Manage User Account” screen.
- Fixed an issue with security restrictions on manually entering actual hours while adding a new schedule.
Grids and reports:
- Benchmark Flex Grid & Dashboard
- Updated Duties to Perform Flex grid with additional columns; also show Duties specific to Authorizations.
- Call Type “Topic” added to Analysis Reporting grids.
- Modified default layout of the grid in the SMS Messages Module to show the To/From Full Names instead of Usernames (username columns still available in column chooser, just changed which columns are visible by default).
- Client Master Report
  - Some sub-sections were missing options to turn on/off. All sections can now be properly selected to show/hide in the report options.
  - Previous Caregivers section is now sorted by date of last visit.
  - Relationships (Emergency Contacts, Individuals, etc.) sub-sections now only show Active relationships.
- Care Plan Report:
  - Care Plan report can now be run with a specified date range for showing time-based information. (e.g. run report with future date to include or show future authorizations or duties, or run report with past date to show historical.)
  - More detailed options for showing/hiding client information at the top of the report – now individually select whether to show/hide name, age, contact, address, etc. (Previously was all or nothing for client info.)
  - Added Custom Forms to Care Plan report. (Show most recent for Custom Form type.)
  - Custom Form types to show on the report can be filtered in the report options.
  - Fixed issues with broken borders on Font Sizes other than “Default”.
- Tasks Performed and Verification report:
  - Updated formatting in reports by Client, Payer
  - Added Caregiver signature to report by Client
  - New reports to show tasks performed by day.
- Grid exports to Excel now use the actual date/time formats from date and/or time columns.
- Location grid now includes District.
- Fixed an issue with translation of terms in Report headers.
Miscellaneous:
- Added Referral to Documentation Menu in Human Resources Tab.
- Added grouping to display pattern for Incident Category in User Defined (Documentation).
- Ability to add a sort order to Country in User Defined.
- Updated look and feel for the Billing and Payroll Options screens.
- “Sent” checkbox on Email screen wasn’t displaying correctly
- Reports menu was missing from the toolbar to print Summary by Caregiver (Pay Stub) report from the Payroll tool in the Relationships Module
- Exposed Secondary Addresses in Agency Office Module

Bug Fixes

Reports:
- Some sub sections on the Client Master Report had no option to turn off.
- Required Dates Coming Due Letter report was emailing blank copies to people that didn’t have anything coming due, when using the “Email Individually” option or Automated Report.
- Billing and Payroll reports didn’t show the proper date range the report was run for when using a cover page/header option for the report, and the scenario was by date instead of batch or invoice number.
- Birthdays Report will no longer include “Client” in the report title when run from the “All People” tab and more than one type of person is included in the report.
Fixed an issue with setting availability where the end time of the available block could be set to xx:59 instead of properly on the hour.
Removed unnecessary buttons from toolbar on icon image picker (on most user defined master lists).
Hour Code wasn’t being set correctly when creating a new Schedule from an Open E-TimeCard if the Client’s authorization was other than “Both Billing and Payroll”
“Start QB Connector” tool missing from Actions menu in Invoices tabs in Finance module. (Newer installs)
Editing Statuses is more efficient. Also fixed a case where the time might not save properly.
Fixed an issue where editing a Skill Category in User Defined might not show the correct information due to a fixed cache in the program. (Saving the updated information was fine.)
Security:
- Fixed a security issue with highlighting several days on the calendar and trying to add events across the entire range when you don’t have permission to do so.
- Eliminated some unnecessary “Restricted Option” messages that were popping up when editing a Finalized schedule when the user had no “Finalize Schedules” permission.
- Fixed an issue where double-click on an item to edit it was bypassing the proper security.
- Fixed an issue with the Add/Edit/Delete security not being applied properly to Client Inquiries when the grid is opened from the application menu.
“Sent” checkbox on Email screen wasn’t reflecting the proper status.
Fixed a date format entry issue in Custom Forms where if the user’s machine’s date settings weren’t the same as the server and/or agency settings the answers to date questions on the form would be incorrectly saved. Answers are now properly converted into the correct agency format before saving the form.

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