July 2020 - 2nd Release

QA Week 7.15.2020 - Live Week 7.22.2020

Written By Felicia Conner ()

Updated at July 29th, 2020

Clinical

Client Access Log V2 Report 

The Client Access Log V2 report has been updated to correct a bug that was causing the report to not process results.




Claims Search Advanced 

The Claim Search Advanced window has been updated to include additional coding to ensure results are returned as expected.




Aged A/R Report 

The Aged A/R Report has been optimized with the ability to sort the results by Guarantor Category.




Staff Groups – Remove Expired Groups from Staff 

To help ensure Staff are only associated with active Staff Groups, the following updates have been released: 

  1. When expiring a Staff Group, the user will get a prompt when clicking Save that includes a list of Staff still associated with the Staff Group. If the user continues with the Save, the Staff Group will be removed from all Staff Master records it is still associated with. 
  2. The Staff Master records have also been updated to remove any Staff Group that has been previously expired.


Agency Name in CT|One Title Bar

Additional Note Page templates have been made available for use in the Companion Application (Mobile). The Note Pages are Smart Signature enabled, which will allow multiple signatures to be captured when completing the note. [** Felicia if you want to insert the link to the Mobile Guide here]

The Note Pages are listed below:
 - Core BIRP Note Smart Sig
 - DAP Note Smart Sig
 - General Note Smart Sig
 - Performance Tracking Smart Sig
 - PIE Note Smart Sig
 - SOAP Note Smart Sig

 

 

 

State 

Kansas – AIMS Worklog 

The Kansas “SED Waiver Identification (May 2009)” form has been enhanced to ensure when printing the form to the report the information is printing as expected.


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