Family

New

• Needs info and Income lists in the Family Record have a "start date from" date filter with a default of 2 years to de-clutter the user experience while allowing the viewing of historical data.

Update

• Removed Cancel Button from the Payment Generation Screen that appears after editing a care schedule to prevent users from backing out of the process of voiding and generating new payments and adjustments.

Family/Provider

New

• A Print & Send button has been added in the Draft subtab and Document Detail in the Family and Provider record in the Documents subtab. It allows users to batch print several documents at once while also sending to the Provider/Family CCN Portal.

• Added status of Pending or Sent to Documents depending on whether document needs to be collected or is send only.

Files

Update

• Added improvements to Timesheet Scan in the Files Module for ease of use related to document names. Previously, some special characters and duplicate file names were prohibited.