Release 4.0.4

Partners In Recovery

  • Dashboard
    • Non agency staff dashboard
    • New widget – Displaying the user’s clients and phases in graph format
  • Knowledge Base
    • Ability to choose categories in Resources
    • Ability to re-build index
    • Ensure the ‘created by’ displays consistently in Resources
    • Correction of Tag functionality
  • Add referral
    • Display Alias/Preferred name field
    • Search for client – do not show wording until after search
    • Add referral screen available as blank form (to be saved into Knowledge Base)
    • Ability to assign client to agency by postcode implemented
  • Intake
    • Intake screen available as blank form (to be saved into Knowledge Base)
    • Co-existing Factors – Further Details altered to black text
    • The word Admission removed from Intake tab
  • Reporting module, including the following reports:
    • Management:
      • Agency detailed
      • Audit log of user
      • Average time from referral to accepted, and referral to exit
      • Clients by status
      • Disabled agency detailed
      • Exited clients
      • Postcode frequency
      • Service provider by client
      • Service provider detail
      • Service provider summary
      • Total case summary
    • Support Facilitator:
      • Client list
      • Client support teams
      • Client by agency and support facilitator
      • Most recent client appointments
      • New referrals
      • Referrals not accepted
  • Action plan
    • When creating an action, return to same location in action plan when item is saved
    • Export of action plan to allow selection of print sections, including demographics, support team, consent, issue and/or participant
    • Additions to the Action Plan status – Archived and cancelled
    • Action plan list totals for issues, goals and actions corrected
    • Action plan export displays issue title, description, goals and actions
    • Corrected error when deleting existing goals and actions
  • Service directory
    • Service provider list scroll/page functionality corrected
    • Service capacity defaulted to zero
    • Search by service provider type created
    • Assign service provider – search results scroll
  • Correspondence templates implemented
  • Postcode/state auto complete corrected
  • Field validation corrected
  • Security regime management implemented
  • WebDAV document editing added to document library feature
  • Ability to add to existing notes implemented
  • Addition of Consent tab displaying consent history and updating of consent functionality
  • Rejected tag altered to Cancelled
  • PDF functionality updated
Updated on November 29, 2021

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