Release Notes
v6.4.16 Release Notes - 4th October 2024
v6.4.15 Release Notes - 6th September 2024
V6.4.15 Roadmap Upcoming Features (subject to change) 6th September
v6.4.14 Release Notes - 9th August 2024
V6.4.14 Roadmap Upcoming Features (subject to change) 9th August
v6.4.12 Release Notes - 5th July 2024
V6.4.12 Roadmap Upcoming Features (subject to change) 5th July
v6.4.11 Release Notes - 24th May 2024
V6.4.11 Roadmap Upcoming Features (subject to change) 24th May
v6.4.10 Release Notes - 12th April 2024
v6.4.9 Release Notes - 1st March 2024
v6.4.8 Release Notes - 19th January 2024
v6.4.7 Release Notes - 24th November 2023
v6.4.6 Release Notes - 13th October 2023
v6.4.5 Release Notes - 1st September 2023
v6.4.4 Release Notes - 21st July 2023
v6.4.3 Release Notes - 9th June 2023
v6.4.2 Release Notes - 5th April 2023
v6.4.1 Release Notes - 31st March 2023
v6.4.0 Release Notes - 3rd March 2023
v6.3.3 Release Notes - 3rd February 2023
6.3.2 Release Notes - 16th December 2022
v6.3.1.1 (6.3.1.420) - 24th November 2022
v6.3.1 Release Notes - 14th November 2022
Care Cloud Warranted Environment Specification (WES) Version 1
V6.4.16 Roadmap Upcoming Features (subject to change) 4th October
V6.4.17 Roadmap Upcoming Features (subject to change)
Navigation
System Admin
Administration
Email Setup
Setting up Emails
Registering the App
Assigning Microsoft 365 Licences
Configure System Settings for Emails
Advanced SSO Setup
Creating a Business Unit
Creating a Provider
System Settings for Copying and Ending Staff Contracts
Public Holidays
Address Lookup - Gazetteer
Maps Integrations
Enable and Disable Business Modules
List of Scheduled Jobs
Tracing Performance Issues
System Users
Creating a System User
Assigning System User Personas
Adding Security Profiles to a System User
Removing Security Profiles from a System User
Assigning Home Screens
Deactivating a System User
Removing a System User from a Team
Teams
Change Team Visibility
Creating a Team
Adding Team Members
Adding Team Security Profiles
Ending a Team Membership
Moving a Team to a Different Business Unit
Team Codes
Personas
Reference Data
Advanced Search
Rostering
Configuring Scheduling and Rostering
Adding Availability Types
Editing Availability Types
Transport Types
Scheduling Setup
Booking Deletion Reasons
Care Provider Deletion Reasons
Booking Types
Introduction to Booking Type Class
Adding Booking Types: Booking (To Location)
Adding Booking Types: Booking (To Internal Care Activity)
Adding Booking Types: Booking (To External Care Activity)
Adding Booking Types: Booking (To Internal Non-Care Booking)
Adding Booking Types: Booking (Service User Non-Care Booking)
Booking Type Clash Actions
Linking Booking Types to Providers
Using the Provider Schedule
Introducing the Provider Schedule
Adding a Schedule Booking
Setting Occurrence Against Bookings
Validations When Creating a Schedule Booking
Managing Schedule Bookings
Using the Provider Diary
Introducing the Provider Diary
Adding a Diary Booking
Validations When Creating a Diary Booking
Managing Diary Bookings
Scheduling Runs
Express Booking Criteria
Forcing an Express Booking Job
Time and Attendance
Finance
Person Contract Services
Adding a Person Contract
Ending a Person Contract
Person Contract Service
Configuring Contract Services
Adding a Contract Scheme
Adding a Service
Adding a Services Detail
VAT Codes Setup
Rate Units Setup
Using Contract Services
Invoicing and Billing
Finance Invoice Batch Setup
Finance Invoice Processing
Using Finance Invoice Generation
Finance Extract Batch Setup
Using Finance Extract Batches
Charge Apportionments
Personal Money Account
Payments Against Invoices
Using the Finance Module
Providers
Finance Scheduled Jobs
Finance Codes
Finance Code Mapping
Person Contract Service End Reason Rules
Person Absences
Person Absence Reason Rules
People
About Me
Care Planning
Care Planning
Creating a Care Plan
Recording Assessments
Attachments against Care Plans
Recording a Person Risk Plan
Recording Care Preferences
Managing Regular Care
Bookings
Problems and Notes
Daily Care
Person Search
Adding Person Records
Managing Existing Person Record
Person Tracking
Person Specific Training
Correspondences
Preferences
Compatibility
eMAR for Domiciliary Care
Employee Management
Views and Dashboards
Forms Management and Workflows
Pathways
Data Management
Mobile App
Configuring the Care Cloud Mobile App
Using Care Cloud Mobile App for Residential Care
Using Care Cloud Mobile App for Domiciliary Care
FAQ
Request a Help Article
Security Profiles - Record Privileges
Glossary
Care Cloud Finance API’s
FAQ - Why can't we see all Residents in the Mobile App?
FAQ - What is the timeout of the Product?
FAQ - Why am I seeing an error message in the Mobile App about option-set data not available?
FAQ - Why is the Employee Type field important when creating a System User record?
Contents
- All categories
- Release Notes
- v6.4.1 Release Notes - 31st March 2023
v6.4.1 Release Notes - 31st March 2023
Updated by mark.thompson@oneadvanced.com
Feature Updates
Pathways Feature
This feature is off by default but can be turned on. This feature requires customer configuration before being used.
Pathways define a dynamic set of information emerging from the assessment process. This allows staff to see the relevant tasks and workflows to do their jobs. Pathways allow managers and supervisors to clearly see their customer base is within the statutory process. You have the ability to create a variety of reports capturing information regarding who is on a pathway, at what stage, and the length time spent in a task, stage, or pathway.
More on the Pathways feature will be available here: <coming soon>
A configuration guide for the pathway feature will be available here: <coming soon>
New Mail Merge for Timesheet Templates / Rota
Two new Mail Merge Templates have been added for Providers to produce future Timesheet and Rotas for Staff members to fill in.
These can be accessed by going to Workplace > My Work> Providers > Select Provider via first checkbox > Select Mail Merge Feature in the toolbar > Select the Mail Merge Template - as shown below:
Select the options you would like and then clicking ok will produce a PDF export as per the example belows:
CP Staff Timesheet Template - By Role
Timesheet Template - Manual Entry For Role
Both of these Mail Merges share the same System Settings which control the Starting Day of the Week , Day of the Month and the number of days to produce the template for into the future:
File Destruction for Documents
The File Destruction feature has been extended to include Document storage in integrated storage solutions such as Azure and SharePoint.
Additional Widgets Per Dashboard
The maxim number of widgets per dashboard has been extended from 12 to 14.
Advanced Filter
Where an Advanced filter is available the quick search has now been removed, as user can user the advanced filter instead and this is having clearer options on what the filter is doing.
New Local System Admin Role
A new Local System Admin Role Type has been added to System Users. This works the same as a full System Admin role but instead of always being a a member of all teams and being able to see all teams and their members the local system admin can only access the Teams which a System Admin has given them access to. The Local System Admin can further change which of these Teams they are accessing per session using the change team visibility feature.
Person Absence Updates
When a Person Absence is created with an End Date and Time, bookings will now only be created when the selected Contract(s) are enabled for scheduled bookings.
An 'inactive' field has been added to Person Absence. When set to 'Yes', any associated bookings are removed from the Diary.
Duration fields have been added to Person Absence. When a Person Absence is created for one person with more than one Person Contract, bookings are created for each Contract. Tracking duration on a specific absence will enable correct monitoring of a Person’s absences across all their contracts.
An option has been added to de-allocate staff from Scheduled Bookings when an absence is entered with no end date. This allows staff members to be allocated to other scheduled bookings while the Person remains absent.
Further information can be found in the article Person Absences.
New 'Local System Administrator' System User Employee type
A new 'Local System Administrator' System User 'Employee type' has been added. This User has the same privileges as a System Administrator however they only have access to the Teams they are members of (whereas the System Administrator always has access to all Teams regardless of Team membership).
This related guide has also been updated Setting up Users, Teams, Providers and Business Units
Mobile Application
A mobile application for Care Cloud has been released. This is available via the app store on both Android and iOS and offers a mobile solution for the main Care Cloud product, focussed on recording point of care delivery in both domiciliary and residential settings. More information will be available soon.
Defects Resolved
SF Ref | Jira Ref | Summary | Area |