General

New

• Lock User Group: System will now ask which user group should have access to a locked family. This allows agencies to have multiple groups of locked records based on specific criteria. The user group will need to be assigned the "Lock" tag to appear on this list.

Updated

• Improved security protocols in system background processes

Provider

New

• Added "Previous Balance" tab under Payments and EOPs menu. This space holds any previous negative balance the provider may have accumulated due to credits to their account. For Agencies that do not want to export this negative balance, or want to clear this balance, we have added an adjust function to reduce this negative value.

Payment

New

• Added the ability to search for specific users when batch assigning payments. This is available from the Payment Workload Distribution reports.