Check Out Items On Sandbox
Social Groups - MPAS Updates - When
you go to add someone to a MPAS event and select a schedule, if that
group has already published events after the join date, we have updated
the display of these to only show the events relevant to the schedule
within the group
- If
you select one of the already published events when adding a MPAS for a
client, the RSVP was being created with just the status of invited,
however now it will create the event RSVP based on the details on the
MPAS i.e. Going Needs transport, and this in turn ensures the billing
record is automatically created as well.
- Update
view of the social group and the ad hoc booking on the client calendar
to consolidate them into on thing so as to avoid confusion.
Bulk Approval Mode on Service Review
- On
the Service Review Board, we will be introducing an ability to approve
bookings and shifts on the current page being viewed by the user.
- In
order to reduce the time you need to accomplish approval of bookings,
we will have a button to allow you to select multiple or all bookings
and shifts on the current page of the user.
- With
this change, we will only limit the bookings you can approve up to 100.
This limit is to make sure that the process is smoother and more
efficient than your previous experience.
- The following items are the detailed features we are introducing:
- At the top of the Service Review page, a button is added with the label BULK APPROVE BOOKINGS AND SHIFTS.
- Upon
clicking of the bulk approve bookings and shifts button, the user will
enter a bulk edit mode.
It is recommended to make changes and adjustments to the bookings and
shifts before entering bulk edit mode. This is to ensure that the
approver of the bookings and shifts have acknowledged that all of the
booking’s details are current and valid.
- If you wish to update a booking, exit the bulk edit mode. Upon exit, continue to modify the bookings.
If you wish to change the current view that you are viewing, exit the bulk edit mode.
- Upon
exit, you can now modify the date range, filters, number of bookings
limiter and current page (placed at the bottom of the page).
- On the bulk edit mode, you can only approve unapproved bookings and shifts.
You are not allowed to unapproved already approved bookings and shifts. This is to avoid impacts on your invoicing process.
- If
you wish to unapproved, you have to exit bulk edit mode. Then, go to
the booking and unapproved it. This is to ensure that the approver of
the bookings and shifts have acknowledged that the booking should still
be unapproved.
We will be limiting some actions when you are trying to bulk approve
bookings and shifts. This is to make the process straightforward and
simpler for our users.
Mobile Apps - Update to mobile apps to restrict funding source fields when editing quotes on mobile in line with behavior on portal.
- Update timesheet's staff reported start and end time produces incorrect values on some devices.
Care Domains
- New Trackable Option for Blood Pressure with enhanced display and tracking for this data type.
- ensure the latest reading is retrieved and shown when looking at the trackable list
- Allow the adding of notification triggers on trackable
- Ensure that when viewing the care domain that all related trackable form submissions are available.
Billing Improvements - (For NDIS but also may apply to others)
- Notional
Unit Price - A new boolean field has been introduced called
“use_notional_unit_price” on the ratesets table. It is possible to view
and edit this column in all places where ratesets can be viewed or
edited (e.g. Billing Categories). If use_notional_unit_price is
enabled, the description of the billing line item is appended to add the
quantity and rate. This should be in the form of “$quantity $unit × $
$rate” (e.g. “10 km × $0.97”).
Second, the quantity and the rate are multiplied together and this will
be set as the new quantity (e.g. 10*0.97 = 9.7, so we set this as the
new quantity). If one of the original values was negative, quantity
should now be negative.
Finally, the rate that is set to the line item is $1, the “notional unit
price” and set the units to “unit”.
The Quote Print Format Option 2 will reflect this changes
- Estimated
Kilometers/Minutes - During quote calculation if a Time Category /
Visit Duration line item is set to Bill Using actual, we have logic to
use the scheduled time instead, since we expect that for quotes there
will not yet be carer visit logs.
Similarly during quote calculation if a Travel With Client/Callout
Distance line item is set to Bill Using “tracked” or “reported”, the
new “estimated kilometers” / “estimated minutes” fields will be
available, since there will not be a trip row for a quote.
The Estimated Kilometers field will be available if the selected Bill
Using is “System Tracked Distance” or “Staff Reported/Adjusted
Distance”. The Estimated Minutes field will be available if the
selected Bill Using is “System Tracked Time” or “Staff Reported/Adjusted
Time”.
- Billing
Categories for Manual Line Items
Manual Line Items can now be linked with Billing Categories. The billing
categories are based on the Funding Sources selected in the
quote/booking. The field is disabled if there is no funding source
selected.
- Changes
in Quote Print Format Option 2 - Estimated Kilometers and Minutes are
indicated in the print format as (est. km) or (est. min) in the Quantity
of each line item. The changes in the line item description due to the
notional unit price is applied in the Type and Rate/Unit columns.
“Call Out Distance” is also renamed to “Travel to Appointment”.
Configurations (Some relating to Support At Home)
- Make
the display and adding of programs to services more simplified and
remove the logic that requires a string match between the program and
the category.
- Notifications - Check out overtime notification is now configurable in the notifications config portal
- Notifications
- Improved handling of the cancellation of notification if the criteria
is met to not require the notification i.e. You are late to an
appointment notification will be cancelled if the person checks in on
time.
- Notification - Quote has expired notification
Other
- Improve the performance of fetching services within the invoices and transaction generation processes
- Fix Logo Size on Print Formats
- Restrict Care Plan Booking, Ad Hoc Bookings, Shifts from accidentally ending up with multiple invites (attendees)
- Google Location API retry if the geo location retrieved is from center of Australia
- Rich Text Format andorid - Hyperlink is now working
- Enhanced display of Lantern pay export errors
- Publishing of breaks in scheduling improvement
- [OMP] Auto-scheduling - Ignore staff's work availability if staff is preferred for a specific care organization
- [Android] Fix video calling issues when initiated on an empty conversation
- [Android] Do not display incoming call when user is the one who initiated call
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Coming Soon To Sandbox
Below are some of the key highlights getting close to Sandbox Release. - Employment Hero API Interfaces for Employee Sync, Leave Management, Timesheets, and Payroll.
- Social
Group Event Enhancements - Various enchantments to support allocation
of clients to certain staff, adjusting billing based on attendance,
allowing for one off drop in attendance and more
- Tech One - Payroll Sync API Webhook
- Tech One - Accounts Receivable Client Sycn
- Tech One - Accounts Receivable Invoice Generation and Balances
- Support
At Home - Improve Billing Category and Service Billing Category and
Service Archive Process to Prevent Downstream Data Issues with Clients
and assist with self service of Migration to Support At Home
- Support At Home - Care Management Time Tracking and Reporting
- Support
At Home - Create New Booking Details Option to Support Splitting
Booking Across Multiple Funding, Billing Cat and Billing Rules on Line
Items
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