2022 12 DECEMBER

2022 12 DECEMBER

Planned Release Date: 20 December 2022 

Release Webinar: 20 December 2022

Webinar Recording on the CareVision Academy

Form UI / UX Improvements on Portal and Action Board
  1. When printing forms the print out will include its status 
  2. Additional Filters on the Form Submission Action Board 
    1. Care Manager 
    2. Rostering Consultant 
    3. Business Development Consultant 
    4. Form Status 
    5. Submitter Department 
    6. Region 
    7. Client Form is About
    8. Staff Member Form is About
    9. Submitted By 
    10. Reviewed By 
    11. Review Outcome - Note we will be adding a review outcome option of 'Not reviewed' in our Jan release, and more options around last review status
    12. Date Range 
    13. Form Category 
  3. Improved Sorting of List
  4. Improved Display of Open Forms to make fields more visible 
  5. Moved the Edit Button to the top of the form on the Action Board 
  6. Updated the Status Colours 
  7. Updated Quick Create Form Logic to Support New Approach to Form Is For Create and Edit
  8. Update forms submissions on staff profile to the staff members time zone
  9. Update Form Format Lookup to Reflect Active and Inactive Circle Security Roles 

More Options for Payroll Contract Hour Handling 
  1. Organisations can now choose how they handle their permanent and part time staff pay period contract hours. 
  2. In line with the awards your staff will need to accept their shift bookings published to them 
  3. You will be able to turn on 'dynamic' shifting of contract hours based on staff acceptance of schedule changes
  4. This will allow for the minimum contract hours to be met in the period while also automating the 'movement' of contract hours based on staff acceptance of published shifts

Display Count of Contract Hours vs Scheduled Hours on Scheduling 
  1. You will now see a count of the number of hours scheduled vs a staff members total contract hours in a period after you click validate
  2. This setting works regardless of if you have the payroll modules enabled 
  3. You will need to have staff pay details set up and pay period defined for this to work, and staff should have their contract hours set up 
  4. Its currently hidden in the staff details so click on their profile photo to learn more, we will move it to a more visible place soon

More Options for Payroll Leave Settings 
  1. Previously Leave would Only Export when it overlapped with Contract Hours - This was by design to prevent staff booking leave outside of their contract times 
  2. After feedback we have identified that a number of providers rather allow for staff to cash out their leave allowing them to take their break and also return to work sooner. i.e. if someone works 2 days a week and has 10 days leave they would previously have had to take it over 5 weeks, however many organisations need staff back soon as possible so would rather pay the 10 days leave out over a 2 week period. 
  3. To avail of this option you will need to set up an organisation rule to allow for leave to be flexible. Once this is enabled you will be able to select at each leave request how this item is going to be paid out, if it will ignore contract hours and pay as scheduled or you can leave it to respect contract hours. 
  4. To enable this setting please contact support

Service Review Board Overhaul Updates Based on Your Feedback 
  1. Update to the fetching of service review data based on the selected approval status to allow for OR 
  2. Update to the Date Range Selection to include a refresh button and allow user to complete the settings that they want before fetching the latest data
  3. Update to the view location of booking check in vs booking start location link to make it easier to click on in some screen resolutions
  4. Update to the service review calculation of sleepovers 

Scheduling Area UI / UX Enhancements 
  1. We have started rolling out a series of UI / UX enhancements to scheduling 
  2. Improved use of vertical and horizontal space allowing for more detail to be visible on the screen 
  3. We will soon introduce a range of UI / UX enhancements please submit your feedback on our survey here https://survey.zohopublic.com.au/zs/ksBtHd
  4. When changing dates the time in display will be maintained 

Allow Org to Set Income Code and Cost Code Validation Rules and Prevent Mismatch Combinations
  1. CareVision allows for very dynamic cost code and income code tracking at a funding source - Billing Category combination level. 
  2. Historically this has caused some issues / complexity when exporting to 3rd party payroll and finance systems when someone books a client in with a not supported combination 
  3. Now with this change you can upload an allowed list of income codes and cost codes
  4. You can also now choose to either ignore, warn or block if a staff member tries to book a shift with an invalid combination 
  5. You can also set to ignore, warn or block if a staff member tries to add a funding source - Service - Billing category combination which is upstream to bookings and should prevent booking services with an invalid combination 
  6. Warnings will appear on Funding Sources, Ad Hoc Bookings, Care Plans and Publishing on the Scheduling Area. 
  7. We suggest starting with a Warning system and upgrading to a Block Setting once compliance is achieved at the care plan level

Minor Fixes and Improvements 
  1. Mobile Accept Job Offer Improve Speed and UI Workflow 
  2. Mobile Check In - When you check into a booking but you are already checked into another booking a modal screen will appear asking you if you want to check out of the last booking, it will then check you out of it if you select yes, allowing you to check into the current one. 
  3. Mobile - Reset Password - Improve the wording of the success message 
  4. Mobile - Improve placement of some accept buttons when the mobile resolution is zoomed 
  5. Mobile - Change the way that task completion is marked off on a booking to improve success of saving it with the booking check out 
  6. Mobile - Add local notification if trip is longer than 30 mins. Also add a notification that if someone is still in same location for 10 mins it will check them out of the trip
  7. Mobile - Various enhancements to the Client and Family Experience on the Application
  8. Update to Clients List Group By Funding Source Start or  End Date to group to YYYY-MM 
  9. Update to Client List Group By Birth Month 
  10. Update to Client List Group By to Add Country Of Birth, Lead Source, Lead Medium, and Region
  11. New Notification Trigger Care Recipients Funding End Date Approaching 
  12. Update to Epicor Export Format to Respect GST Treatments
  13. Update to Display of Volunteers List 
  14. Update Consistency of Editing Bookings Service 
  15. Automatically include the logged in users name and basic contact details when engaging with the CareVision support chat
  16. Update to display of list of draft articles to return newly created drafts immediately 
  17. On Quotes allow user to check a box to make the selected funding source the default, note only allowed to select one and if an existing funding is set to default it will end date the previous default and create a new one once the quote is accepted. 
  18. On Quote include the opening balance and update the totals and balances based on the opening balance from date
  19. When quote is accepted and funding source is generated default the debtor reference to the standard 
  20. On quotes apply the same default line items per the service settings area 
  21. On quote apply the client group treatments to the calculations for more accurate calculations of GST and also other Group Treatments 
  22. On Quotes for existing client services allow for the sleepover times and status to be editable 
  23. Allow client support plan to be printed from the system even if client does not yet have a recurring care plan 
  24. Notes - Allow uploading .msg email type files to notes 
  25. Deleted case notes sorting on list updated 
  26. Added new filters to the case notes action board including care manager, rostering manager, business development manager, edited notes and deleted notes
  27. New Permissions relating to Who can Edit and Delete notes so that users can ONLY edit a note that THEY created 
  28. Allow child branches to create leave types for their own branch and use them for their staff 
  29. Support for deleting staff leave with new permission added to coordinator role 
  30. Improve default locations and country on bookings 
  31. Ensure Archived Leave Type is Not accessible to be used for a new leave submission. 
  32. Client Calendar Print Out to exclude cancelled bookings 
  33. Update to PDF and CSV Export of Teams to Include Departments where the staff member is in multiple 
  34. All Booking Export updated to convert date and time per the selected time when exporting 
  35. Social Group Events - Cancelling an event will also update all underlying ad hoc bookings with the same cancellation reason and associated bill / pay settings for the booking, if you then un-cancel it they will also be uncancelled and previous RSVP status retained 
  36. Remove duplicate rate override field on quote fees 
  37. Client Leave from Action Board updated to save client ID and display on client profile 
  38. Xero Sleepover Billing Export Updated 


Whats Next? 

In January we have a large update due to be released, you are invited to discover and try these items out on our alpha environment please reach out to our support team. 
  1. Upload the Services Australia CSV Statement and Validate your Balances 
  2. Mobile - Create One Off Bookings from Mobile 
  3. Xero Billing Integration 
  4. Reinstate HACC Reporting Requirements 
  5. Shift Based Scheduling

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