Family

Enroll Family from CareWait 3

• Updated the Default Application List of Enroll Family from CW3:

  • Removed the Zip Code filter

  • Changed Request Date From/To filters to Submit Date From/To

  • Renamed Case Owner to Application Owner in both filters and result columns

  • Changed the Linked filter default value from N to All

  • Added new result columns: Submit Date, Enrollment Tag, Application Tag, and Apt #, Floor #, etc

  • Added default sorting by CPS/At Risk (ascending), then Rank CDSS (ascending), with tiebreakers by Exceptional Needs, Dual Language Learner, and Application Submit Date

  • Reordered existing filter and result column positions

Child Gender

• Removed the requirement for child Gender when adding a new family, making the field optional and consistent with the child detail page.

  

   

Family Size

• Added an Include in Family Size checkbox to the Child and Parents information in the Summary page and the Parents List tab.

 

Note Category

• Changed the note category field in the Notes list advanced search to support multi-select.

 

 

Note Template

• The note template and category will now be saved when creating a note. It will be visible under the note detail view and can be updated or cleared when editing. 

❗Note: Historical notes created before this update will not display a template value.

 

 

Documents

Document Transfer

• Added an Include Document Assignments checkbox for the following actions:

  • Batch assign Cases, Providers, Payments, and Payment QA Owners

  • Individually assign Payments and Payment QA Owners

  When the checkbox is checked, the corresponding open documents will be reassigned from the original owner to the new owner. 

   

  

  ❗Note: The reassignment doesn’t work for documents that are already in Sent, Accepted, or Voided status, as well as documents where the Assignee differs from the Assigned Owner.

 

Batch Assign Document

• Removed Batch All Data option from all tabs in Document module to prevent accidental bulk assignment.

  

Reports

• Added a new standard QA Report Duplicate Payments to identify duplicate normal (non-void) payments that have matching claim codes. For detailed information