A software update was released to SRS, SHIP, CIMS environments.
The release includes the following new features:
- A name field has been added to the key worker form, when ‘Other’ is chosen workers outside of the cluster/SRS can be specified.
- Multiple workers can be added to a group note, this functions in the same way as an individual client case note
- If an organisation has custom fields in the person details form, the additional fields will now export to PDF
- A coordinator can have the ability to unlink a client from a referral. In circumstances where a referral has accidentally been linked to the incorrect client. If a referral has already been accepted the referral must be linked to another client.
- If your organisation has enquiries configured for use across multiple workgroup the workgroup and workers can be displayed in the list
- A number of enhancements to the DSS data exchange module, including improved data validation, inclusion of DSS information on PDF views and a number of bug fixes
- This release also includes a number of other minor enhancements and bug fixes
Additional features available by configuration
Contact us to speak to an Infoxchange consultant regarding any of these options
- Extended record sharing permissions where organisations have multiple workgroups in a single cluster.
- For organisations that use both enquiries and referrals it will be possible to create an enquiry from a referral record
- Transaction types can be defined separately for each fund