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New Features:

  • Referral Source: Multiple Enhancements(GEN-1837)
    • Ability to group, filter, and assign by company hierarchy.
    • Redesigned page to reflect company attribute.
    • New assigned clients tab to view all clients assigned to the referral source.
    • Help Documentation
  • Flu Vaccination Tracking (GEN-2566)
  • EVV Setting: Custom Rounding Rules by Payor (GEN-2812)
  • EVV Setting: Early Logout Rounding Option (GEN-3828)
  • Mobile App for Office Staff: Manually Login/Logout Caregiver (GEN-3230)
  • MARS on Mobile App (GEN-1339)
  • Mandatory Client Fields (GEN-2614)
    • Client Type, Location, Inquiry Date, and Referred By can be marked as required.
    • Help Documentation
  • Security User-Specific Export (GEN-3034)
  • Calendar Service Ending Alert (GEN-3097)
  • Auto Logout Countdown (GEN-3100)
  • HHAX Billing Export: new rejection detail report (GEN-3389)
  • EVV Schedules new service order alert column (GEN-3426)
  • Edit Schedules: HHAX TRN field for applicable interfaces. (GEN-3462)
  • Client Info Summary Report: options to Include other EVV phone and addresses (GEN-3476)
  • Message Center
    • added support for non-English characters (GEN-3501)
    • mark message as read when viewed  by caregiver (GEN-3722)
  • Document Management: added search (GEN-3616)
  • Sandata Export: added client filter (GEN-4099)
  • Medical Record Number Option in Charting Report (GEN-3969)
  • Completed Schedules and Tasks Report Group by Caregiver Option (GEN-3818)
  • EVV Schedule to not Auto-Confirm when Service Order is Violated (GEN-2652)
  • ADP Location Specific Export Settings (GEN-4066)
  • Ignore PO Box in Mapping (GEN-3877)
  • Label Changes:
    • “Self Directed Care” to “Client Directed Care” (GEN-3507)
    • “Alternate Description” to “Procedure Code” (GEN-3633)
  • Other minor fixes and optimizations