Release scheduled for 2017-11-08 @ 6:00pm Eastern
Will be available on your Preview environment on 2017-10-31 around 5:00pm Eastern
Please note that Preview won't share the same database as your Production environment, so any changes you make will not affect any of your live data!
Webinar update: the recording is available by clicking here.
Register to our Webinar regarding monthly releases. Each monthly release, we'll run through all the new exciting features and improvement included in the release.
When: Nov 6, 2017 1:30 PM Eastern Time (US and Canada)
Register in advance for this webinar:
After registering, you will receive a confirmation email containing information about joining the webinar.
This month, a wide variety of features were incorporated in the system. Read below to see all the improvements made to AlayaCare.
Please also note the Scheduling Optimization module will be usable to optimize new recurrences of a service.
For more information, please contact your Client Success Manager.
Emails sent to clients will now use tenants email addresses instead of AlayaCare's.
Your system admin can now configure a secure connection between your email server and AlayaCare so emails sent to clients (invoices, reports) appear as sent by your agency.
To create client tags, got to Scheduling>Global Settings>Entity Tags and create a tag for the tied entity Client.
To add a tag to a client, see Client Profile>Demographics>Other Fields, choose from the Tags dropdown, and click Save Client.
Note that the tags field existed previously as a free-form field. Any tags created before this release have been converted to standard tags in Scheduling>Global Settings and left untouched in each client's profile.
You can filter on client tags in the Clients list:
and in any shift approval list, where hovering over the tag icon next to the client name will show you any tags associated to the client:
The employee finder has been revamped with a better user experience and an improved performance.
The dedicated calendar view to see employee calendars when assigning a visit or recurrence has been improved to load all the employee calendars at a time. The switch between the metrics and the calendar view is now immediate.
You can also click on the employee name to easily navigate to the employee profile.
Additional filtering features are also available upon clicking the Filter icon.
Shift offers & Employee finder
It is now possible to leverage the Employee finder when using the Shift offer feature. Simply click on the Find button to open up the Employee finder.
We have also added a new Metrics button, enabling you to compare the Metrics between employees who have accepted the offer before assigning a visit
Visit Default duration
When modifying the Service code default duration, all visits which had that duration set will not show they are using the default service duration when editing them.
Facilities in Multi-Office
Improvement so that branch-level facilities will only schedule employees and clients belonging to that branch.
When supplies are billed invoices, sales for them are now posted to the subledger.
A supply is created in a client's service. Recall that the service code of a service links to the bill code for the funder. The Revenue account set in this bill code is credited for any supplies created in the service when they are invoiced.
Client-specific bill rates now apply according to visit date, not invoice date.
See Client Profile>Accounting>Price Settings. Click Set/Edit for a bill code.
If this is not the first time a rate is being set for the bill code for this client, you will be asked to choose an effective date.
This rate will apply for any visits occurring as of this date, rather than any invoices generated as of this date.
Writeoffs can no longer apply to deleted invoice items.
Previously, when an item was written off in an invoice, the writeoff could be mistakenly attached to an invoice item in a previous deleted version of the invoice. This is no longer possible - only items in undeleted, non-draft invoices can be written off.
Two improvements to displaying checkboxes in reports: one update affects viewing client reports on web, the other affects how checkboxes display on PDF reports.
Before, when viewing client reports, unchecked boxes would display an 'X':
Now when viewing client reports, unchecked boxes remain empty:
Before, PDF reports would show an empty box instead of a green checkmark:
Now, PDF reports display a green checkmark where a checkbox was checked off: