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September 2024 Release Notes

09/23 Quickly audit which encounter types are billable but have not yet been added to the Service Rules. In configurations, under the lis...

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Written by Bridget Cashman
Updated over 2 weeks ago
  • 09/23

    • Quickly audit which encounter types are billable but have not yet been added to the Service Rules. In configurations, under the list of encounters, there is now a flag to warn you if the encounter type is marked as billable but is not configured in any of the Service Rules.

  • 09/22

    • Expand Forms to Full Screen - Arrow in the top right corner of Forms.

    • Screenshot 2024-09-27 at 8.50.23 AM.png
    • Filter for "Former" Clients in Client Roster View - Automatically adds discharged in last 2 weeks filter for you to see most recent discharged. You must uncheck other statuses to see this default.

    • Screenshot 2024-09-27 at 8.52.50 AM.png
  • 09/18

    • Task Notifications - automatically on

      • Email when a new task is assigned to you by someone else

      • Email with details of changes to existing tasks you are following: Creator, Asignee or Watcher

      • To unsubscribe from emails - Open your User Page - click Notifications and toggle off

      • Screenshot 2024-09-17 at 9.04.31 AM.png
  • 09/05

    • Email Notifications - Found in Configurations - Users - Edit User

      • Lead Application Submissions

      • Admissions, Transfers, and Discharges

    • Screenshot 2024-09-05 at 8.58.41 AM.png
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