Release 10.0

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
Updated on November 29, 2021

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