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.