Global
New or Updated Functionality
- Note Updates
- OPTIONAL – Ability to configure Note Subject to be mandatory
- OPTIONAL – Ability to configure Note Category to be mandatory
- Ability to hide System Generated Notes
- Ability to upload a file with a Note
- Assessments can no longer to be future dated
- Add a new type of Identifier – NDIS Number
- Updated the email notifications to include a “do not reply” caveat
- Support Team tab Overhaul
- Include the Position/Role of a Service Provider Contact on the Support Team tab (PIR only)
- Separate each Support Team member type into sections
- Further visual indicators for Primary support team members
- OPTIONAL – Addition of an NDIS Eligibility Information Forms
- Ability to save Service Event notes to one, some or all clients attached to the Service Event
Bug Fixes
- Knowledge Base – browsing by category sometimes doesn’t work
- Knowledge Base author changes when a user edits the article
- Export to PDF auto generated file name affected by GMT 0 issue
- Configuration of the My Appointments widget has incorrect heading
- Resolved Alerts displaying for new cases
- Support Team member unassigned date affected by GMT 0 issue
Client Layer
New or Updated Functionality
- Search Overhaul
- Clear All button on all Searches
- Improved sorting
- Retention of search criteria across multiple pages
Bug Fixes
- Incorrect support team member showing on client layer
- The “No search results” message does not display on the client layer
Personal Helpers and Mentors (PHaMs)
New or Updated Functionality
- Search Overhaul
- Clear All button on all Searches
- Improved sorting
- Retention of search criteria across multiple pages
- Service Events in PHaMs to record DEX sessions
- Program Stream and Priority moved to second page of Add Referral to allow for pre-population
- PHaMs Waiting List search default to Status = Pending
- Further DEX MDS indicators in PHaMs
- Waiting List Callback Widget
- Inactive Participants Widget
Bug Fixes
- Spelling error in the Search existing participants dialog in PHaMs
- Remove date picker when making a participant inactive as the date entered is not used
Partners in Recovery (PIR)
New or Updated Functionality
- Search Overhaul
- Clear All button on all Searches
- Improved sorting
- Retention of search criteria across multiple pages
- Action Plan updates
- Option to pre-populate first Action Plan with unmet AND met issues from Intake CANSAS
- Display the “Reason for Change” within the Action Plan when an Action status is changed
- New field “Action Plan Signed Off” –
auto populated on first publish of Action Plan
- Alter any reports (including MDS) that refer to Action Plan Published Date
- Ability to mark a Goal as complete within Acton Plans
- Action Plan loading speed improvements
- Redesign the Support Team aspect of the Action Plan PDF export to include contact details
- OPTIONAL – Allow editing of a Published Action Plan
- Alterations to “Who is Interviewed” in CANSAS and Standard CANSAS
- OPTIONAL – Allow term replacement in PIR (e.g. replace Client with Participant)
- Include the Expense unique identifier (UID) on the Flexible Funding tab
Bug Fixes
- Export to PDF for Action Plan completed screen can show misleading information if the export is not saved to the Document library
- Changing an Action’s status saves but does not return to the Action Plan Summary screen
- Inactive service providers showing when adding from Support Team tab
Partners in Recovery (PIR) – System Reform
New or Updated Functionality
- Search Overhaul
- Clear All button on all Searches
- Improved sorting
- Retention of search criteria across multiple pages
- Migrate Flexible Funding into Reform Plans
- OPTIONAL – SMS Functionality for Enquiries Register
- Enquiries Register – New set of checkboxes “How did you hear about PIR”
Respite
New or Updated Functionality
- One
Respite Case for Multiple Clients
- Choice of adding notes to one, some or all Respite case clients
- Update to case search to allow for searching of any client associated with the case
- Add DEX mandatory demographic fields for Respite
- Removal of the CRCC/Non-CRCC Assessments from Respite workflow
- Respite Stream changed to option buttons and made mandatory
- Include a Validate Report button in each Respite episode to enable users to validate MDS
- Respite Episode search needs to include drop down list for priority type
- Respite Waiting List search needs a drop down list for priority type
- DEX MDS fields for Respite to be made mandatory
- Remove the Care Recipient Attended drop down from Respite Case Level Service Events
Bug Fixes
- Team list for Respite Service Events takes a long time to populate
- Brokerage tab in an episode not bound by permissions
Access to Allied Psychological Services (ATAPS)
New or Updated Functionality
- Disable Save button for ATAPS Sessions after one click to prevent duplicate sessions
Bug Fixes
- ATAPS session dates in “Client List” widget are affected by GMT 0 issue
- ATAPS Acknowledged Date affected by GMT 0 issue
- Duplicate session warning does not appear if default time is used for an ATAPS Session
- Replace all reference to “Leave” with “Unavailability”
- Wording for Carer incorrect within Referral tab on update
Mental Health Nurse Incentive Program
New or Updated Functionality
- Add Referral
- Case Allocator Functionality
- Case Search
- Case Details
- Case Details Update
- Case Consent
- Case Referral
- Case Referral Update
- Case Diagnosis
- Case Assessments
- Case Sessions
- Case Referrals Out
- Case Exit
- Case Support Team
- Case Notes
- Case Documents
- Case Workflow
- Case HONOS/HONOSCA
- Case Acknowledge Functionality
- Client Search
- Client Demographics
- Client Demographics Update
- Client Personal Contacts
- Client Cases
- Client Notes
- Client Documents
- Referrers Search
- Referrer Details View
- Referrer Update Form
- Payments Search
- Indicators of invalid sessions
- Payments Session List
- Dashboard
- Client List Widget
- Cases Requiring Attention widget
- Mental Health Nurse Profile
- Session Add
- Session Details
- Session Details Update
- Session Staff Members
- Session Attendee Participation
- Session Notes
- Session Documents
- Session Validation rules
- Interim Session Survey
- Term replacement for Clients (Patients) and Exit (Discharge)
Generic Case Management Module
New or Updated Functionality
- One
Case for Multiple Clients
- Choice of adding notes to one, some or all case clients
- Update to case search to allow for searching of any client associated with the case
- Search Overhaul
- Clear All button on all Searches
- Improved sorting
- Retention of search criteria across multiple pages
- Add “Search for Client” warning to Generic Episode
Bug Fixes
- Unable to view full details of Service Event from client record in Generic
- Cannot assign an existing participant or view an episode in Generic without Team Override
- Disabling Groups in Generic still allows you to add a Group to a Service Event
- Times listed in Adhoc Workflow are in GMT 0
- Service Events never shows any teams in the drop down for Generic
- Creating a new referral in Generic with Team Security = On causes problems assigning a support team member
Administration
New or Updated Functionality
- Teams overhaul
- Redesign of the Team tab similar to Users and Agencies
- Ability to define which teams are active in which modules
- SMS Statistics more visible in Admin
Bug Fixes
- GMT 0 issue affecting last updated time on agency staff member within a module
- Agency details page doesn’t display modules until you click Update
- Team member numbers in Admin/Agencies count the inactive members
- Agency screen should only show Active Agencies