January 27, 2023

System Customization update

There is a new section in "System Customization. Navigate to "Contacts", then to "Client", and find the section titled, "Required Fields" (see Figure 1-10). This new section will allow System Administrators to search existing fields from the "Edit Client" screen and set those fields as required when creating a new client (see Figure 1-11 and 1-12).

Figure 1-10. New "Required Fields" section.
Figure 1-11. Select field to set as "Required."
Figure 1-12. When creating a new contact, those fields will be required.

January 26, 2023

Calendar appointment update

When viewing the hover details for an appointment, you will now see a section that displays the Provider of the appointment (see Figure 1-7).

Figure 1-7. Provider displayed in appointment hover details.

Group Note Admin tab update

When viewing the "Admin" tab in "Group Notes" (see Figure 1-8), there are two new columns. The first new column shows the template that is assigned to that group, and the second column shows if the Group is restricted to certain User Groups (see Figure 1-9).

Figure 1-8. Navigate to Group Notes Admin tab.
Figure 1-9. Two new columns in Admin tab.

January 19, 2023

Med/Clinical update

When you filter by dimension in the Master Problem List, Problem Details, or the Summary of Progress sections (see Figure 1-5), the other sections visible on the same document will automatically have the same filter applied (see Figure 1-6). This will only update the filter for the document that you are one, and will need to be applied for each document. Stay tuned, as our team is working on creating more functionality regarding this feature!

Figure 1-5. Selecting a filter option in the Master Problem List.
Figure 1-6. Problem Details is assigned the same filter automatically.

January 5, 2023

Med/Clinical update

If your assessment or treatment plan document includes the Problem Details, Summary of Progress, or the Problem List sections (see Figure 1-1), there will now be a filter on the top right side of reach section with the list of dimensions (see Figure 1-2). You will be able to select which dimension you would like to see in that filtered section (see Figure 1-3). If you save snapshot with the filters selected, the snapshot will only include the items within that filter (see Figure 1-4). These sections can only be independently updated for now, but further updates to this functionality will be coming in the near future. Stay tuned for more updates!

Figure 1-1. Sections that include this feature.
Figure 1-2. Filter location.
Figure 1-3. Filtering options.

Figure 1-4. Saving snapshot.

January 1, 2022

Previous documentation

To see what we were up to last year, visit What's New (2022).

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