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