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v6.4.19 Release Notes

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

Feature Updates

Person and Staff Body Maps Overview

An overview of the Body Maps is now available for Person and Staff records. If you would like to try this please request for the Person and/or Staff Body Map Overview Business Module to be turned on. As shown below:

Mobile Offline Working

A performance improvement has been added for Mobile App Offline Working. If you use mobile offline working please test this in your FAM/UAT site using the same device and data connection as Live, prior to the Live upgrade

Rostering

  • The label show when selecting Staff Contracts within Staff Availability has been improved so that it is consistent with the information shown when selecting Staff Contract in the Schedule / Diary
  • The 'Manage Staff' feature, used to see available Staff for bookings, now considers Clash Actions when validating bookings
  • If a Staff Member is not available for a booking the reason why is stated and when the user Hovers over this reason more information is shown in the tool tip. As shown below:
  • A new feature has been added to allow Schedule and Diary bookings to be automatically moved from one Contract to another when a Contract is ended. As shown below:
  • 'Hours of Care Commissioned' has been added to the Person Contract where the contract is applicable to 'Scheduling'. This will be used in a future release to inform booked contact hours vs Commissioned Hours in Rostering

Finance

  • The level of rounding for Change and Pay costs has been increased to 9 decimal places

Sundry Expenses improvements

  • A “VAT Code” field has been added to the Expense Type (Settings -> Configuration -> Finance Admin -> Care Provider Payroll) which shows when the 'Sundry” field' = ‘Yes’. This is editable but defaults to the 'Name' from the VAT Code reference data table where the 'Code' = '3' , existing records will also be updated to this value.
  • when viewing (not creating) a Sundry Expense the following 2 sections are now shown:
  • when creating a Sundry Expense:
    • Contract Type = Default to “Spot”
    • Owning Responsible Team =
      • Where a PCS is recorded = Use Responsible Team from the PCS
      • Where a PCS is NOT recorded = Use Responsible Team from the User
    • Owning Business Unit = BU of the Responsible Team
    • VAT Code - from the corresponding VAT code in the Expense Type Set Up Data
    • VAT Reference - set to the VAT Reference associated to the VAT Code
    • VAT Amount = Net Amount * VAT Percentage (as per the % on the date the sundry expense is dated) (if no % found for that date, set to 0%)
    • Gross Amount (Formula = Net Amount PLUS VAT Amount)
    • NOTE - there will be NO recalculation of the VAT Amount if subsequently the % changes on the VAT Code record. However before the Sundry Expense is Approved, if the User changes the Sundry Amount (because the record hasn't been approved), then the VAT Amount should be recalculated with this
  • When Viewing a Finance Transaction Listing from a Finance invoice, the view “Related Records” is used. This view now includes the Transaction Class field
  • If a Sundry Expenses is created with the following fields matching an existing record a duplicate warning message is shown:
    • Person
    • Charge with Care
    • Person Contract Service
    • Contract Scheme
    • Sundry Date
    • Sundry Type

Payroll

Advanced Payroll Integration

All of the new functionality for Payroll Integration is associated with the Business Module: Advanced Payroll Integration

1. BO: Master Pay Arrangements

Hybrid Rates are not available

2. New Payroll Integration Extract is available

Settings > Configuration > Finance Admin > Care Provider Payroll

New BO: Payroll Integration Extract

The extract will extract all employee information required to integrate with the One Advanced Payroll system, including demographic and contract data stored in Care Business Management. The date parameters will determine the information relevant to the time period being extracted.

The extract will be generated in a CSV file when the “run payroll integration” is executed. The details show the

3. BO: System User

New Field: Employee Group

Employee Group is used to identify the Payroll Group the Employee should be associated with in the Payroll Integration Extract file

Reference data can be managed from the Employee Groups business object

BO: Payroll Codes

New Field: People

Payroll Codes can now be applied to People, the priority order for competing Payroll Codes is:

  1. Bank Holiday
  2. People
  3. Employment Contract
  4. Provider
  5. Role

When Apply to All People = No then the People field is available to edit, field is inactive when Apply to All People = Yes

Small Enhancements

3 New optional fields have been add to the System User to allow more information to be captured and reported from:

  • Gender Identity - to capture “Individual's personal sense of their own gender, which may or may not align with their assigned sex at birth“
  • Caring Responsibilities - Optional Yes / No field
  • Wage Stream Enrolled - Optional Yes / No field
  • Wage Stream Opted In - Optional Yes / No field

1 New calculated field for 'Total Fluids' has been added to Food and Fluids. This has been added for use in Advanced Search.

Defects Resolved

Service Now Ref
Jira Ref
Summary
Area

N/A

ACC-11239

Resolved an issue preventing the “Separate Invoices” within the FIBS record splitting the contra and standard transactions

Invoicing

N/A

ACC-11243

Resolved an issue preventing the 'Person Id Other' from being shown in the 'Transaction Text' on the creating of a Finance Transaction

Invoicing

N/A

ACC-11410

Resolved an issue where the export format preference was not being considered from the Template set up for an Invoice.

Invoicing

N/A

ACC-11392

Resolved an issue causing duplicate Invoice Numbers and incorrect groupings of charges by date when using the Invoice Batch Run now function.

Invoicing

N/A

ACC-11410

Resolved an issue where the export format preference was not being considered from the Template set up for an Invoice.

Invoicing

N/A

ACC-11234

Resolved an issue where the Apportioned Finance Transaction are not generating when Charge Override is applied

Invoicing

N/A

ACC-11240

Resolved an issue sometimes causing an Transaction Trigger Error when using Average Monthly Charge Units

Invoicing

N/A

ACC-11244

Resolved an inconsistency in behaviour for the options available when creating adjustment client charge by period if using the advanced search results

Invoicing

ACC-11623

Resolved an issue preventing the change of a diary booking from BTC "to Service User" to BTC of "Service User Non-care booking"

Rostering

N/A

ACC-11242

Resolved an issue preventing the selection of 'Per Staff Number' & 'Per Staff Number (Two Funders)' for the 'Booking Charge Type' when creating a BTC Booking Type

Rostering

N/A

ACC-11260

Resolved an issue where the 'Away from Home' Diary Record start and end dates were not considering the actual start and end dates/times correctly

Rostering

N/A

ACC-11284

Resolved an issue where in some cases the Planned Hours/Minutes shown on the Booking Schedule record

Rostering

N/A

ACC-11285

Performance Improvements to Wallchart , resolving an issue which presents as flickering on screen and the page appearing to refresh multiple times when updating many bookings

Rostering

N/A

ACC-11429

Resolved an issue where the Break Override was not being applied to the Paid Hours

Pay

N/A

ACC-11413

Resolved an issue incorrectly blocking a System User Contract being created when the Payroll id was not populated but not required due to a system a setting

System Users

N/A

ACC-11186

Resolved an issue causing Duplicate Customer Account Codes being created in some cases

Advanced Finical Integration

N/A

ACC-1257

Resolved an issue where the same Care Home Resident could be seen in two suites following a room change

Residential Mobile

N/A

ACC-11391

Resolved an issue where the Suite Filters were not working on Handover Notes

Residential Mobile

N/A

ACC-11642

Resolved an issue where the Catheter Care value was being incorrectly saved in the Web App based on Mobile App values

Mobile

N/A

N/A

Improved the sync time to go offline via optimisation of queries

Mobile

N/A

ACC-11495

Resolved an issue where 'Repositioned to (side)' was being used instead of 'Repositioned To (position)' in the Repositioning Chart

Clinical Charting

N/A

ACC-11505

Resolved an issue where the 'responsible team' was being updated following upgrades in undesired areas

System Upgrades - Shipped Data

N/A

ACC-11510

Resolved an issue where questions and answers were not shown when doing an export of 'Document Answers' via Advanced Search

Advanced Search

N/A

ACC-11236

Resolved unexpected behaviour following the ending of a person contract during or before an absence

Person Contract

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