Document

Unassigned Documents

• Documents submitted through CCN and MCCN were previously submitted without an assigned owner. There will now be an automatic assignment of unassigned documents to the appropriate case specialist.

1. This will only occur if the family has a case in Active, Pending Term, or Requested status.

2. Priority by Case Status: Active > Pending Term > Requested

3. If same status , it will be assigned to specialist of the case with the largest Case ID

Report

General

• Added Child ID column to the Absence Tracking Report.

• Configured and enabled the Need Type field in all data sources as a dropdown filter, allowing users to filter reports by need type directly.

Ledgers

Invoice Send Template

• Added billing account contact information to the Ledger Payment Form data source. When populating ledger forms, you can now have your billing account contact information auto-populate based on what was inputted on the backend. 

❗Note: Please contact us if you’d like your ledger payment form updated to include the new configuration.

Role Permission

• Added the following Role Permissions to the three-button dropdown in the Action line, so that agencies can split invoice generation to family specialists and payment collection to payment specialists.

  • Receive Payment

  • Send Reminder

  • Send Invoice

❗Note: Please contact us if you’d like any permissions updated.

Admin

Income Source

• Added multi-language configuration support for Income Source to ensure the income source can display in the family language in documents.