• New Case Note History Role Permission.
  

Support Coordination

• New CoS Case Note Report Filters.
  

Plan Management

• New Sort Feature has been added to key columns in the Service Entry Screen.
  

Bug Fixes Resolved this Week:

• Resolved issue where Invoices were missing in the NDIS Claim Download file.
  
• Resolved issue where an incorrect label was appearing on Total Delivered Service Revenue Graph on the Main Dashboard.
  

User Security

New Permission for Case Note History

Under User Roles, we have added a new permission for the Case Note History menu.  This will control whether a User can access the Case Note History menu under the Support Coordination Main Menu in Careview.

Please refer to the Knowledgebase for further guidance on User Roles and Permissions.

Please be advised that we will be releasing Phase 2 of User Management system changes in the coming weeks.

Support Coordination

New CoS Case Note Report Filters

The following new filters have been added to the Generate Case Note Report popup screen, allowing you to extract your CoS Case Note Report based on the following criteria;

• All Hours (will be set by default)
  
• Billable Hours Only
  
• Non-Billable Hours Only
  

Please refer to the Knowledgebase Article for further instruction.

Plan Management

Sort Feature – Service Entry Screen

New Sort Feature has been added to the following key columns in the Service Entry Screen as highlighted in the screenshot below.

• Reference
  
• Created By
  
• Date Created
  
• Service Provider
  
• Client