March 2021 - 2nd Release

QA Week 3.17.2021 - Live Week 3.24.2021

Written By Jacque Woolsey (Administrator)

Updated at March 19th, 2021

Billing

Progress Note Pull - Export 

The export to excel functionality on the Progress Note Pull process has been updated to present an error message when there are no Progress Notes that pull based on the parameters entered.

Clinical

Core Progress Note Review Report – Service Date 

The core Progress Note Review report has been updated to show the Service Date sort option as a MM/DD/YYYY format. Previously this showed as Month/Year.

Core Scheduler Summary Report – Referral Clients

The core Schedule Summary Report has been updated to ensure Client information is showing for clients that are still only in the Referral stage when the report is run.



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