Release Notes

Find the latest updates, recent changes, feature enhancements, or bug fixes.

Version 1.3.9

September 4th, 2023

❌ Fixed:

  • OP-385: Bug fixed on User’s Access.
  • OP-389: Autocomplete bug fixed on locations.
  • OP-396: Bug fixed the first STO shown in Charts.
  • OP-399: Bug fixed while evaluating STOs on Bulk actions
  • OP-408: Support exporting Reports to filter by Billing Codes / Added Travel Details to Excel

✅ Improved:

  • OP-383: Limiting the selectable dates of the schedule with Recurrence option.
  • OP-388: Removing the ability to change the Legal Name of the Agency.
  • OP-393: Removed decimal point if not needed.
  • OP-394: Controlling initials inside datasheets.
  • OP-398: Improved Translation to Spanish on Billing section.
  • OP-403: Allowing items in Data table to be ordered by Index.
  • OP-412: Improved Payments section supporting ADP and Paychex.
  • OP-413: Improved the visualization of the number of clients.

➕ Added:

  • OP-384: Payments’ new version with Batches.
  • OP-392: Added Export Functionality back  to Payments.
  • OP-395: Added prior authorizations to determine Calendar’s scheduling max end date.
  • OP-397: Added Description to Service Plan Category.
  • OP-400: Added a tooltip to show time-in-out on the Billing section.
  • OP-404: Added ADMIN_BILLING role.
  • OP-405: Feature to allow control Objective End Date Before End Date in Datasheets.
  • OP-406: Added Paychex Integration on Accounts.
  • OP-409: Added new Interventions to Catalog. / Added Partially-Paid Claim Status.
  • OP-410: Added private mode to Client Document’s Advanced section.
  • OP-411: Added field CAQH Number to user profile.

Version 1.3.8

August 4th, 2023

❌ Fixed:

  • OP-304: Allow to update batch claim.
  • OP-305: Prevent creating Caregiver without Name.
  • OP-314: Prevent creating a Service Plan’s category without a name.
  • OP-316: Prevent bug when enabling/disabling users/clients.
  • OP-321: Fixed when two addresses have the same name.
  • OP-337: Autocomplete fixes -Move “Client was present?” to the bottom. / Replace Environmental Teaching (yes/no) with: “Teaching Techniques”, adding multiple options to select, not being used anywhere else. / Adding the Word Counter to the Output of the text generated. / Showing a warning if the generated text remains the same one added or copied to the clipboard.
  • OP-339: Fixed an error that don’t allow adding or changing addresses in the agency configuration, when the country is empty.
  • OP-341: Prevent deleting a parent event if it has a blocked child event.
  • OP-378: Bug fixed of Charts start/end of week.

✅ Improved:

  • OP-309: On Agency’s Invoices, do not show Pay option with card if the invoice is already paid
  • OP-311: Display remaining usage of units on Clinical’s Clients tab.
  • OP-315: Allow the Objectives wizard to have levels.
  • OP-323: On Agency’s Invoices, removed access to regular users.
  • OP-325: Added Spanish translations.
  • OP-326: Updated diagnosis name when changing selection.
  • OP-332: Showing a dialog when the last objective had an end date and the service plan item does not.
  • OP-338: On Required documents, changed default range to show expiring documents
  • OP-343: Removed Social Security Number on User’s Profile.
  • OP-347: Updated version of Billing, taking several improvements.
  • OP-349: On Charts section, it was removed the first dashed line.
  • OP-352: Show all goals in datasheets that were in progress and mastered for the datasheet dates
  • OP-355: Added a warning message when creating category and items with existing name
  • OP-361: Changed the Chart interval on the Datasheets’ section.
  • OP-368: Disabled the own role changing for the same user.
  • OP-379: Allowed custom diagnostics codes.

➕ Added:

  • OP-307: Allow Travel details on Events.
  • OP-308: Remove ability for users to create events, only Administrators.
  • OP-310: On Client’s section, add Summary Details.
  • OP-312: Autocomplete with ChatGPT.
  • OP-313: Added new Environmental changes and activities.
  • OP-329: Added Place of services box to User’s Calendar.
  • OP-330: Added other Currencies different from USD.
  • OP-331: Added antecedents.
  • OP-336: Added company name to the list of fields to being searched.
  • OP-344: On Agency’s Document section, added a download button next to print that will download PDF files in a ZIP file.
  • OP-351: Added new Avatars for User.
  • OP-356: Added custom status to the Service Plan’s Objectives.
  • OP-358: Added missing translation in Agency’s Configuration.
  • OP-363: Added order by last name to prevent duplicates in sorting on Users and Clients section.
  • OP-366: Added update to handle download in bulk more efficiently.
  • OP-369: Added a Rejected option in Datasheet’s bulk actions dropdown.
  • OP-373: Added driver’s license field on User’s Manage section.

Version 1.3.7

July 1st, 2023

❌ Fixed:

  • OP-286: Privileges for Administrators.
  • OP-291: Bug fixed for Safari on Calendar section.
  • OP-292: Default values to 60 hours on Event and Global configurations.
  • OP-297: Address update.

✅ Improved:

  • OP-283: Data is grayed out for specific events.
  • OP-287: Autocomplete update.
  • OP-288: Increased size of files on banners section.
  • OP-289: Updated color to info for LOCKED.
  • OP-295: Removed baseline data if interval is the same.
  • OP-296: Removed notification warning when downloading documents.
  • OP-301: For Art Therapy, Service Plan is not required to create documents.

➕ Added:

  • OP-290: Added Default date to Billing claims and Payroll invoices.
  • OP-298 & 299: Added Clearinghouses section to Agency.

Version 1.3.6

June 2nd, 2023

❌ Fixed:

  • OP-259: Icons’s fixed bug on Batch claim’s section.
  • OP-264: Prevent read name from undefined property on the Objectives.
  • OP-274: Baseline on Chart section.
  • OP-275: Datasheets won’t show baseline when it’s created from service plan.

✅ Improved:

  • OP-266: Restricting data to only Active data taking into consideration Ignored values.
  • OP-272: Improved keywords search on Agency’s Clients section.
  • OP-277: Several improvements: In Event Type settings, match the start and end times of the main event and the main location. / In Agency Billing Codes, allow Places of Service by billing codes / Change the address from name to nickname to avoid confusion / Prevent creation of sub-events directly from linked documents / In Global Event settings, allow maximum duration per day and week, consecutive days per agency / In Agency Event settings, added maximum duration per week / Added rules to Rates (provider, health plan). / In Prior Authorizations, limit the number of billing codes to one / In Objectives, when the interval is close to zero, Smart Criteria has been corrected. / In Data Collection settings, allow Show/Hide information for when data is collected.

➕ Added:

  • OP-260: Added Single as a selection option to Allow.
  • OP-268: Added Rates to the Agency’s configuration.
  • OP-270: Added Chart ID to the Invoice.
  • OP-273: Added Company name on the Payroll when exporting it.

Version 1.3.5

May 11th, 2023

❌ Fixed:

  • OP-234: Set MM-DD-YYYY date format as default.
  • OP-242: Allowed multiple signatures on Datasheets.
  • OP-243: Fixed notch and generate new version.
  • OP-245: Phone field on Client’s Address.

✅ Improved:

  • OP-239: Updated the Agency/Configuration/HR_documents section to show more information.
  • OP-241: Allowing credentials to have taxonomy code.
  • OP-244: Revamped datasheets.
  • OP-246: Allowed creating by user in Autocomplete tool’s Direct implementation section.
  • OP-249: Show more details on Documents.
  • OP-250: Show Baseline values within data values in Chart’s section.
  • OP-251: Added blur class on About me section.
  • OP-252: Task split on each line.

➕ Added:

  • OP-238: Allowed travel option in the event.
  • OP-240: Restricted administrators to change the email to the providers.
  • OP-247: Added two new types of tables with the values of the data table.
  • OP-248: Added list of activities provided by customer.
  • OP-253: Added more languages and open Genders.
  • OP-254: Added more styles to the data table.

Version 1.3.4

April 10th, 2023

❌ Fixed:

  • OP-212: In Calendar, the system does not display the collected data if it corresponds to a deleted service plan item.
  • OP-223: In Charts, a marker label’s bug was fixed.
  • OP-226: In Charts, a weekly interval’s bug was fixed.
  • OP-233: In Charts, a dashed line on STO’s bug was fixed.

✅ Improved:

  • OP-138: Allowed upload profile images to the system.
  • OP-205: Removed clearable from linked event select in document type modal.
  • OP-209: Showing Client’s creation date on Client’s Dashboard and Manage sections.
  • OP-211: Allow admins to import/export users and clients.
  • OP-215: Removed Box ID when creating a user.
  • OP-217: Set 2 decimal places in the total amount in the invoice modal.
  • OP-218: Display the entire sidebar on the Dashboard.
  • OP-220: Request number of interval when collecting data.
  • OP-221: Increased size of the agency logo.
  • OP-225: Enabled Max number of recordings in Task Analysis, Time Sampling and Trial datasheets.
  • OP-228: Make the agency address optional in the client address list.
  • OP-230: Active and Default option for Insurances, Diagnosis, and Physicians on Manage section.
  • OP-232: General enhancements to the Batch Claim section.

➕ Added:

  • OP-206: Added Payment Methods section on Agency’s Invoices.
  • OP-207: Added Tags in Service Plan Item + Autocomplete.
  • OP-208: Added On-site collection tab to event modal.
  • OP-210: In Documents, for Admins, the similar documents tab will be shown.
  • OP-214: Added days of the week in Cut off date, and allowed to show or not show the event info tab.
  • OP-216: Added the Restrict button in the HR document type, to restrict the user if there is any expired or missing HR document.
  • OP-219: Enabled On-site collection’s probe data.
  • OP-222: Added Chart point styles.
  • OP-224: Added the feature that signatures can be embedded with the timestamp.
  • OP-227: Added Advanced section in Client documents.
  • OP-229: Added restriction of document creation if there is no event for the same date.
  • OP-231: Added example files for importing Clients and Users.

Version 1.3.3

March 3rd, 2023

❌ Fixed:

  • OP-169: Prevent add multiple from Charts when in Single Modal Chart.
  • OP-182: Finding STO data when the period is daily.
  • OP-195: Create event and document when the user tries to create an event from documents section.
  • OP-197: Clear login cache when refreshing user.

✅ Improved:

  • OP-89: Display the number of hours worked, inside the Datasheets.
  • OP-168: Make Administrators from User’s Manage section.
  • OP-183: Change the Reset password button to inside the User’s Manage (Send button).
  • OP-188: Show multiple prior authorizations in Client’s Dashboard.
  • OP-191: Refresh data if there’s a new smart objective.
  • OP-192: Hide inactive service plan items, and add a switch to show them.
  • OP-193: Create a claim split by provider, on Billing section, Batch file.
  • OP-194: Event’s Table Revamp.
  • OP-198: Show valid end dates for STOs in Datasheets.

➕ Added:

  • OP-170: Prevent signature’s collection for future events.
  • OP-184: Adding Spanish translation of the system command and shortcuts.
  • OP-186: Add Make Admin checkbox on New User Window.
  • OP-187: Adding the Office address as Default in the event modal.
  • OP-189: Show Start at the beginning on progress bar.
  • OP-190: Make admin from Administrators, User Manage.
  • OP-196: Add particles for application customization
  • OP-199: Show the domain of the agency if the agency had it, in Configuration >> Account profile.

Version 1.3.2

February 3rd, 2023

❌ Fixed:

  • OP-118: Show the provider’s company in the payroll table.
  • OP-149: Delete button of the STO tab within the Service Plan items.
  • OP-180: Unable to create health plan. / Allowed credentials are not added when importing. / New reports do not clear previous records.

✅ Improved:

  • OP-152: Allow selection of 10 items in autocomplete service details modal.
  • OP-154: Hide the delete button in the service plan modal if the active tab is not general.
  • OP-156: Validate file uploads by size and extension (Avoid uploading documents with 0 KB).
  • OP-177: Prevent selecting an end date for STOs if it belongs to the current week.
  • OP-179: Add a new Billing section.

➕ Added:

  • OP-153: Add a creation date in the Agency Account section.
  • OP-175: Add a search bar on the library items modal when the selected category has more than 10 items.
  • OP-176: Add a word wrap function in the Datasheet description and instruction.
  • OP-181: Add a button to reset the password on the Advance tab in the User Manage section.

Version 1.3.1

January 11th, 2023

❌ Fixed:

  • OP-113: Monthly baselines in Charts.
  • OP-114: Autocomplete services being considered if previously selected.
  • OP-119: Selecting a single checkbox when printing multiple documents.

✅ Improved:

  • OP-63: Allowing to print multiple Invoices at the same time.
  • OP-116: Exporting Invoices to CSV format.

➕ Added:

  • OP-27: Selecting require signature from list of Caregivers.
  • OP-108: Adding Item’s Data description to Client’s Service Plan.
  • OP-112: Adding Objectives Summary to Service Plan’s Items.

Version 1.2.11

December 15th, 2022

❌ Fixed:

  • OP-66: Warning users about not using all Units for a given event, Table and Event modal.
  • OP-97: Saving changes when changing event info in documents.

✅ Improved:

  • OP-59: Adding physicians and addresses to client from agency.
  • OP-70: Setting physicians globally at the agency level.
  • OP-98: Adding and Showing Objectives (dataset) within Charts.

➕ Added:

  • OP-83: Adding Baseline from Collected Data.
  • OP-87: Cloning calendar week.
  • OP-99: Allow to copy from Category.

Version 1.2.10

November 14th, 2022

❌ Fixed:

  • OP-77: Allowing categories to be associated with Credentials Types, to prevent data collection by credentials not allowed.
  • OP-90: Allowing to import data separated by space/commas, semicolon, and tabs.
  • OP-92: Allowing to have cutoff dates in events.

✅ Improved:

  • OP-82: Prevention of deleting Insurance if it has Prior Authorization.
  • OP-86: Showing users and clients with restrictions.
  • OP-94: Dynamic text color for events in Calendar.

➕ Added:

  • OP-76: Addition of Trend line to Charts.
  • OP-95: On-Site Collection Rework.

Version 1.2.9

September 25th, 2022

❌ Fixed:

  • OP-60: Allowing print/download Agreements Signed as PDF.
  • OP-68: Allowing to search client by username.
  • OP-84: Ignore buffer restriction when user is working with the same client.

✅ Improved:

  • OP-67: Confirmation of the dialog about document being deleted.
  • OP-75: Prevention of deleting the Insurance if there is at least 1 Prior Authorization.

➕ Added:

  • OP-15: Addition of multiple annotations to all charts.
  • OP-22: Addition of global elements to categories.
  • OP-36: Addition of legends to charts.
  • OP-85: Addition of ADMIN_OPERATIONS role to Agencies, the mix of HR+CLINICAL without full ADMIN.

Version 1.2.8

August 15th, 2022

❌ Fixed:

  • OP-20: Change Request.
  • OP-49: Mobile Update.
  • OP-50: iOS App.
  • OP-51: Android App.

✅ Improved:

  • OP-14: Export Clients/Users improvements.
  • OP-19: Remove Restriction that locks the Event when the invoice/claim’s status is other than Created.
  • OP-26: Removal of Covid-19 from Autocomplete tool.
  • OP-46: Remove grid line in the background.

➕ Added:

  • OP-29: Adding revenue to each event.
  • OP-42: Add REJECTED notifications to HOME.
  • OP-54: Allowing to collect signature from Events if available.

Version 1.2.7

July 1st, 2022

❌ Fixed:

  • OP-23 : Bug fixing of implemented Replacement programs on Autocomplete tool.
  • OP-52 : Bug fixing for expiring Prior Authorizations, which took too long to load.

✅ Improved:

  • OP-04/05/06 : Allow a limited number of locations per Event, a limited number of Days worked per Week and a limited number of worked hours with an open number.
  • OP-40 : Showing instruction in Onsite Data Collection.
  • OP-44 : Show warning of Past Due Invoices.
  • OP-53 : Displaying only initials inside the invoices.

➕ Added:

  • OP-07 : Addition of Calendar’s option to choose date.
  • OP-17 : Addition of Tasks to Task list datasheets to display as a legend at the bottom.
  • OP-39 : Addition of Semi-Monthly Interval for Documents (every 15 days).
  • OP-41 : Add an Interval view per service plan item to display them separately on Charts.