- The Program now displays on the authorization line in the Client Dashboard.
- Added Both Deceased to the drop down options in Misc tab, Parents' Martial Status field.
- Added Billboard to the drop down options in Misc tab, Choose Referral Source field.
- Renamed Referral Type to Admissions Referral Type, AND added a second referral type field called Discharge Referral Type in the Programs/Groups tab within the dates link. Create custom referral types by clicking on the link in that window called Edit Referral Types.
Clinical Charting Module
- Hover over the attachment symbol (paperclip), a popup will show the staff that made the attachment, the date it was attached, and the name of the attached file.
- Staff documents saved in the Documents Module can now be added to the staff dashboard.
- Report Appointment Status Summary (3410): Can now be exported to Excel.
- Report Intake Detail (3150): Now sort by the client's default location.
- Report Collections (1030): Now access the client module from within the report by clicking on the Client Info link under the client's name.
- Report Appointment Call List (3010): now will display the Date Created.
- Report Client Admissions (3500): Now displays the client's primary payer.
- Report Program date Information (3570): Now filter by Admissions Referral and Discharge Referral. Also, now display the client's Primary Payer.
- Report Staff's Clients (6120): Includes a checkbox to display all the Associated Programs for the client.
- Report Hours Grid (6020): Can now be exported to Excel.