Release 2017-June-07 5:30pm
PD-7591 - Payroll Key Items list can be downloaded at a .csv file.
PD-7365 - Move General Ledger Export to a Background job.
PD-7368 - As a Billing Admin, I can see status of a background job on the General Ledger page.
See Accounting>General Ledger.
The Background Job column indicates the status of the export:
PD-7366 - As a Billing Admin, I can download the results of the GL Export.
The button allows any user to re-download the exact same file at any time without re-running the export.
PD-7367 - As a Billing Admin, I can filter the background jobs per type.
See Dashboard>Background Jobs:
PD-7719 - Bug fix to improve functionality of Offers filters on Patient Intake
PD-6836 - As a coordinator, I should have to enter a reason code whenever I choose to override a warning concerning a first visit date (Recurrence).
The first warning appears under the date field when scheduling a recurrence:
If you choose to save the recurrence regardless of the warning, the following popup will appear:
Note: only users with permission to override the first visit date will receive this popup. Users without permission will not be able to override first visit date warnings.
Note 2: First visit date warnings only block a user form scheduling without a reason code if at least one reason code has been created in Accounting>Billing>Global Settings>Reason Codes. In the absence of reason codes, the user is free to override the warning regardless of permissions.
PD-7372 - Add a loading icon to Employee Finder as it searches.
For increased user friendliness, there is now a loading icon in the employee finder:
PD-7617 - Administrators can print the Daily Activities plan of a client
- Care Documentation > Daily Activities > Print
- Clicking "Print" will generate the "Daily Activity Details Record," showing the name, category, author, and details of each activity. The agency logo will be displayed in the top right corner.