There will be situations where your DSPs will not have access to an internet connection when clocking in or out. In those situations, there is a telephony option to use a phone to clock in and out. Click here to access an article that explains.
A history log is now keeping track of all telephone calls made for clocking in and out.
Improvements were made on how the read-only clock-in and clock-out times are locked down.
The staff drop-down is no longer visible when the DSP is in read-only mode for clocking in and out.
We are now sending client, staff, and visit data to the EVV aggregator (Sandata).
Added the current location to the HPC screen.
The default reason code has been set to 'DCW Error'.
Separated the HPC notes and transportation into two buttons so it's clearer to the DSP what to click to enter transportation.
When entering the starting location for transportation, any previously entered locations will be listed in a drop-down menu that can be selected rather than having to re-type again.
Goals & Outcomes
When a DSP selects "Yes" or "No" when documenting an Action Step, it is now possible to have the Rating and Note dialogue box appear automatically. Click here for more information.
An option (under Company Info) has been added to hide the 'Apply All Statuses' button on the goal screen.
A confirmation message is now displayed when adding ALL transportation routes for the day.
All staff that are setup to receive an incident notification are automatically pre-checked when the DSP clicks 'Email Notification'.
Patient Liability billing can now be done any time of the month, not just monthly.
After clicking 'Paid in Full' on the Reconciliation screen, a prompt is now displayed to add the Paid Date.
When importing DRA files, there is now a check for Cost Centers for which the client may be included, using 'Homemaker Personal Care" as the service. This way, the newly created billing records will include the Cost Center (if there is one), so the Cost Center filters on the billing screen and all reports can be utilized. And no longer is the Paid Amount set to 0 when importing DRA files.
When importing INVFLAT files, the adjustment field is populated with the difference between the billed and paid amounts.
When importing PAWS Utilization reports, any overlaps in span dates are reported. This is for information only and does not affect anything else.
Improvements were made when selecting clients on the Piece Tracker detail screen.
Don't allow editing details when the "Lock Date" is set.
A confirmation message will now be displayed after adding a new job.
222. Billing By Invoice
222b. Billing By Invoice (HPC Location)
223. Billing By Service Summary
224. Rating Counts Per Action Step
225. Clients Per Service
226. HPC Mileage By Client
228. HPC Staff Hours Semi-Monthly
229. Vehicle List
230. Billing By Date - Revenue & Paid - Patient Liability
231. Client Billing Hold
232. Clients Per Location
233. Piece Tracker Client Hours