Sandbox Deployments 2026-09-18

Sandbox Deployments 2026-09-18

All
New Features
Improvements
All
DateRelease Note
15 September 2026The system now supports filtering timesheets by job classification, work type, staff department, and region.
15 September 2026The Funding & Budget Management Dashboard now supports filtering by client department, funding type, client region, and care manager. Date filtering has also been updated to include funding periods that cross the selected range.
15 September 2026The system can now identify and correct affected allocation percentages for locked, pool-funded Care Management records. Each correction is recorded to support review and tracking.
15 September 2026The system now supports separate organization-level configuration for Billing and Payroll travel calculations involving cancelled billable or payable bookings. Travel can start from the cancelled booking or the previous active booking.
15 September 2026The system now supports organization-level configuration for Billing travel calculations involving billed cancelled bookings. Travel can start from the cancelled booking or the previous active booking.
16 September 2026Priority booking visibility in the Scheduling Board has been restored. Priority bookings, including those created from Care Plans, are identified by a smiley star icon.
16 September 2026The system now supports organization-level configuration for Payroll travel calculations involving paid cancelled bookings. Travel can start from the cancelled booking or the previous active booking.
16 September 2026The system now supports a minimal-data option when retrieving connection information, reducing response size and improving loading times when full details are not required.
17 September 2026Staff Manager options in Staff Detailed Profile have been improved. Branch staff can now be assigned any Head Office staff member as their manager, even if that person has not previously managed another staff member.
18 September 2026Care domains added in Client Profile > Goals, Treatment Plans and Assessments now display titles, review frequency, and next review dates as expected. Field layout, saved review information, plan history, and table sorting have also been improved. See Configure Care Domains
New Features
DateRelease Note
15 September 2026The system now supports filtering timesheets by job classification, work type, staff department, and region. Results can also be returned in pages to support faster loading and easier navigation.
15 September 2026The Funding & Budget Management Dashboard now supports filtering by client department, funding type, client region, and care manager. Date filtering has also been updated to include funding periods that cross the selected range.
15 September 2026The system now supports separate organization-level configuration for Billing and Payroll travel calculations involving cancelled billable or payable bookings. Travel can start from the cancelled booking or the previous active booking.
15 September 2026The system now supports organization-level configuration for Billing travel calculations involving billed cancelled bookings. Travel can start from the cancelled booking or the previous active booking.
16 September 2026The system now supports organization-level configuration for Payroll travel calculations involving paid cancelled bookings. Travel can start from the cancelled booking or the previous active booking.
Improvements
DateRelease Note
15 September 2026The system can now identify and correct affected allocation percentages for locked, pool-funded Care Management records. Each correction is recorded to support review and tracking.
16 September 2026Priority booking visibility in the Scheduling Board has been restored. Priority bookings, including those created from Care Plans, are identified by a smiley star icon.
16 September 2026The system now supports a minimal-data option when retrieving connection information, reducing response size and improving loading times when full details are not required.
17 September 2026Staff Manager options in Staff Detailed Profile have been improved. Branch staff can now be assigned any Head Office staff member as their manager, even if that person has not previously managed another staff member.
18 September 2026Care domains added in Client Profile > Goals, Treatment Plans and Assessments now display titles, review frequency, and next review dates as expected. Field layout, saved review information, plan history, and table sorting have also been improved. See Configure Care Domains