v6.3.3 Release Notes - 3rd February 2023

mark.thompson@oneadvanced.com Updated by mark.thompson@oneadvanced.com

Feature Updates

User Charts for Aggregated Data - click to view guide

Enable and Disable Business Modules - click to view guide

UI/UX Enhancements

Darker megamenu-item hover background and increasing the font weight to megamenu-item (better text clarity and text "looks" darker): 

Added a focus state to the vertical tabs: 

Added a focus state to the mega-menu pane: 

Resolved money type field alignment in data-tables: 

Person Bank Uprates

A Care Provider can now store the bank details for payers that choose to pay by the direct debit method. Details are stored securely within the care management system and may be used in the generation of direct debit collection exports.

Finance Invoice Summaries

Invoices can now be produced with a simplified, summarised information body So that they are simple and easy to understand by their recipients

Anonymous Person For Billing

Within ‘Finance Invoice Batch Setup’ providers now have the ability to anonymise person name on invoice or transaction text by using the new field called "Anonymous for billing” within person.  

Charge Apportionments

A new change means Charge Apportionments can now apply to ‘part weeks’, if those part weeks are the first or last week.

Person Absence

New fields have been added to the 'Person Absence' record. When creating a Person Absence, it is now possible to select the individual Person Contracts to which the absence applies. A Notification Date And Time can also be recorded to indicate when the absence was reported.

Regular Care Tasks

A new validation has been added to automatically populate the active Care Plan when creating a new Regular Care Task. This is a read-only field when only one Care Plan is active.

A field has been added to allow a Regular Care Task to be ended if it is no longer required as part of the current Care Plan.

Wording updated in the booking dialog box with reference to 'client', replacing 'patient'.

A new tab, 'Bookings', has been added to Care Plans. This enables visibility over which of the Regular Care Tasks have been completed by staff members providing care to the selected Person, during any given booking.

A new validation has been added to ensure that newly created Regular Care Tasks are only added to bookings that have not yet taken place. Similarly, if a Regular Care Task is ended, this is only updated on future bookings and the historical display of Regular Care Tasks on completed bookings is retained.

Double Booking for People

Double bookings cannot be created for people. Overlapping booking will not be created and a warning message will be displayed informing of a double booking or booking overlap.

Staff Availability

Staff availability is now set against the staff contract owner. Previously, the responsible team was set against the user logged in rather than the staff.

The Keyword search filter now allows the user to enter a keyword which will filter out the results. This will have the same result as selecting the filters next to the field where you filter by Staff, Booking Types and Allocated.

Person Contract Date Validation in Diary and Schedule.

On creating new Diary bookings, the start date is now validated against the contract start date of the person.

In the diary, when attempting to create a diary with a start date that is before the contract start date of the person, an error message will appear informing that the contract is not valid before the booking start date which will prevent the creation of the diary booking.

In Provider schedule, a warning message will appear informing that the contract has not started, and the schedule booking will not be allocated to the diary booking until the contract has started.

Horizontal Drag and Drop of Bookings

On the Schedule wallcharts, Bookings can now be moved horizontally across the schedule on the same day. The moved movement is bound by the start and end time of the day.

On the Diary screens, a booking can be moved horizontally but the start-time of the booking will stay viewable when the end-time merges into the next day.

Person Contracts on Bookings That Have People Enabled

When a Booking Type which requires people is selected, the Select People button will allows the selection of multiple people.

To control records viewable per page in the Select Multiple People selection, Records Per Page settings in the System User Record can be adjusted.

Defects Resolved

SF Ref

Jira Ref

Summary

Area

CDV6 - 22513  

Previously, Person Absence Records were linked to Person Contract Service records  but are now linked to Person Contract records

Person Absence

CDV6-22679

A defect to prevent for information only Finance Transactions going onto Finance Invoice has been resolved.

Finance transactions

CDV6-2352

An error has been resolved that was occurring when using a Dashboard contains a System Chart, and that Chart is drilled into, clicking the back button to return to the Home Page and then moving to another Home Screen Tab (specifically that contains a Data View)

Dashboards

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