2019 August - 2nd Release

QA Week 8.28.2019 - Live Week 8.28.2019

Written By Felicia Conner ()

Updated at August 18th, 2020

Home Base (formerly referred to as Dashboard) 

The Home Base had been enhanced to include the following changes:

  • New - "Unsigned": This will show the unsigned Notes and Forms.
  • New - "Agenda": This will show the Staff's Appointments

Update - "Active Client: This section was updated to include icon indicators in the Service Column.


Performance Tracking Note 

The Report for the Performance Tracking Note has been optimized to ensure the Program information prints if it was selected when completing the Note.

Client Master

The "Tribe" field on the Client Master has been updated to ensure the data clears correctly when the user clears the "American Indian" selection. Additionally, the text fields on the Client Master have been updated to ensure the text scrolls when entering data.

Client Face Sheet

The Client Face Sheet report (accessed from Client Master > Reports dropdown > Client Face Sheet) has been optimized to ensure all data prints appropriately.


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