Family

Updated

• General UI improvements
• Performance Improvement
• Bug fixes

Ledger

Batch Family Fee

• Under Batch Family Fee Invoice, added Print Invoice button to create a PDF of invoices for printing. 
  
  

• Changed the View Result Button to a dropdown with the following options:
  • • 1. View Send Invoice result
      2. View Print Invoice result

Batch Send Payments

• Under All Payments, added Batch Send Payments button to email payment receipts to Parent A.
  
  
  
  
• Admin > System Settings > Template, templates can be added for emails under Send Ledger Payment to Parent A's email.

Send Single Payments

• Under a payment ID, added a Send Payment button to email a single payment as a PDF attachment to Parent A.

• When adding or editing a payment, added a Save & Send button to save the payment and email the receipt to Parent A.

Reports

Standard Reports

• Added 3 new CC4 Standard Reports for Related Entities
  • • 1. Family Related Report
      2. Provider Related Report
      3. User Related Report

• Added 2 columns to the Trust Line Report:
  • • 1. New Referral in the Report Month?
      2. Referrals that remain pending

Data Source

ST1-06

• Selection of Care Schedule is no longer required