Release Notes

Support Coordination

• A new column to report on Total Hours for the Month has been added to the Support Coordination Client List and Client Report.
  
• CoS Dashboard Graph for Total Hours now reflects Hours in HH:MM Format.
  

Plan Management

• The following enhancements have been made in the Service Entry function;
  

• Add Exclude Own Provider Paid Invoices checkbox, controlled by a Setting.
  
• Claim Type now visible in the Invoice Display.
  
• New Remittance Advice Delivered Icon.
  
• New Cancel Invoice option on Edit Invoice Screen.
  

Performance:

• Moved coordination and client notes to SQL.
  
• Optimised Support Coordination Client List.
  

Reports:

• The following enhancements have been made to the Client Funding Report;
  

• Multi Select Filter for Service Contract Status
  
• Multiple Client Name Search now available.
  
• New Filter for Service Contract End Date.
  
• New Clear Filters button.
  

Bug Fixes:

• Resolved issue where Editing a Case Note and saving was creating multiple attachments.
  
• Resolved issue with Deleting Case Notes.
  
• Resolved issue with Deleting Old Notes in the Client Profile.
  
• Resolved issue with incorrect Paid Date reflected in the Service Entry screen.
  
• Resolved issue with leading 0 for Account details not appearing in the Service Provider Download to CSV File.
  

Reports

Client Funding Report Enhancements

1. New Multiple Client Search and Selection Field
   

Simply type in the name of the Client, and click and select.  Then clear the Field, enter a new name and repeat.

2. New Multi Select Filter for Service Contract Status
   

3. New Service Contract End Date Filter for 30 & 60 days.
   

4. New Clear Filters button
   

Click to Clear any Filters chosen, make your new selection and click on Preview or choose to Export to Excel.

5. Fixed Heading Rows
   

As you scroll down the page, the Column Heading Rows will remain visible.

Support Coordination

Support Coordination Client List

An additional column has been added to reflect all Case Note Hours for the current Month in both the Support Coordination Client List and the CoS Client Report.

CoS Dashboard All Hours

All Hours are now reflected in HH:MM Format at the top of the Graph.

Plan Management

Service Entry

Exclude Own Provider Paid Invoices

1. Click on Settings.
   
2. Under Plan Management, click on Exclude Our Paid Invoices.
   

3. The Exclude Our Paid Invoices Settings screen displays.  Click to Enable.
   

4. Click on Update.
   

Claim Type Field Visible in Invoice

The Claim Type is now visible when Displaying an Invoice in the Service Entry screen.

New Remittance Advice Delivered Icon

When a Remittance Advice has been sent, a new mail icon will display in green to indicate that the Remittance Advice has been delivered in the Service Entry screen.

New Cancel Invoice option on Edit Invoice Screen

You now have the option to Cancel an Invoice in the Edit Invoice Screen.

1. Click on the Edit Icon
   

2. Edit Invoice Screen displays and click on the Cancel Invoice button
   

3. Cancel Invoice confirmation popup screen displays.  Click on OK to proceed.
   

4. System confirms Invoice is Cancelled click on Close
   

5. System returns to the Service Entry screen.  To find the Cancelled Invoice, select Cancelled in the Status Filter.