A software update was released to selected SRS environments
Please note, some of the features outlines in these notes depend on configuration options. If you identify a feature from these notes that interests you, but is not currently available in your configuration, please contact Infoxchange
The release includes the following new features:
Client Details
It is now possible to configure fields on the client details form as being unique for the cluster.
For example, this feature could be used to ensure the same Centrelink CRN is not recorded against more than one client record.
Address Form
The edit/create form used for client addresses is now “responsive”. The field sizes will adjust based on the device type or browser settings being used.
Relationships
The edit/create form used for relationships is now “responsive”. The field sizes will adjust based on the device type or browser settings being used.
Case Plans
Multi-line description fields on the case plan header are now output as a single field in CSV files without causing new rows in the exported file.
Referrals
The content of unlocked notes linked to referrals can now be seen when they are opened from the referral.
Funds
A link to the help system has been added to the ledger tab and the funds screen.
Edit/Create Payer – the warning message has been modified for clarification regarding invalid start dates.
Service Agreements
Where multiple price lists are in use in a single workgroup, filtering of items can now be applied separately to each price list. Filtering reduces the list of options that a worker can select from.
When editing line items on service agreements to change the price list, any already selected item is removed and the worker will select an item from the new price list.
Reports / Extracts
The Contact Details (by contact) list is now respecting the setting for “Exclude File notes”.
Custom Query
Selection of fields from the Support period intermittently caused the user to get 500 errors. This is no longer the case.
The Profile ID field is now able to be selected for inclusion in extracted data.
Data Collections – DSS
Blank note dates on notes for DSS Sessions is no longer permitted.
The PDF view for the DSS Client Information now includes the following fields: Education Level, Employment Status, Is client a carer and ndis eligibility.
Data Collections – VADC
VADC linked profiles – The field showing the linked profile now, by default, includes the start date of the profile.
Other Minor Enhancements and Bug Fixes
This release also includes a number of other minor enhancements and bug fixes.