November 26th – SRS Update

A software update was released to SHIP and selected SRS environments

Please note: Some of the features outlined in these release 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 on 1300 366 516, (03) 9418 7487 or via email at [email protected]

The release includes the following new features:

Feature Updates

Fee for Service Claim Types

Continuing from the work started in v5.28; Organisations that are using our “Contributions” feature will see the following changes.

An option to turn the Additional Costs Module on/off. Additional Costs module details are listed below:
- The Additional Costs module is Infoxchange’s solution to the different Claim Types required by NDIS and fit for purpose for adding other costs that may occur in other Fee For Service activities.
- Additional Costs module is off by default
- When turned on: Available on the Service Agreement Item
- When turned on: Available on the Services form
- Using the Units column will populate the amount column automatically
  - And Vice-versa
- Functions with the ‘Single Payer’ configuration – ensuring all Direct Services and Additional Costs are limited to the same payer.
  - An error will display if more than one Direct Services is attempted to be saved
  - An error will display if more than one payer is attempted to be used across the contributions

Improved user experience changes to the Service Agreement Item form & the Services form
- Renamed ‘Quoted’ field to ‘Quote per unit’
- Renamed ‘Total Amount’ field to ‘Amount per period’
- Adding ‘$’ to all currency fields and defaults display to 2 decimals.
- Added on-hover information popup to explain how contributions work

Reports

Added deletion date column to report results page
- Added functionality for deletions date to show as never if deletion date is not set.
- Added on-hover information popup to explain how deletion date column works

Bug Fixes

Financial Reports

Fixed a bug in Financial Reports by Transaction that was preventing multiselect fields from being displayed correctly.
Added support for inherited workgroup custom fields to Financial Reports.
Workgroup field in Report > Financial is now correctly displaying as read only.
Fixed issues with Financial > List type so that the form will only display valid “Order/Subtotal by” options.
Fixed an issue causing the following Financial Reports to not display the totals for the Payment Types, only the total for all Notes.
- Financial Report by Client
- Financial Report by Worker

DSS

Updated the options for the Service Settings field in a DSS session note, to match the current DEX protocols.
Fixed bug where DSS Session fields were appearing in Outcome notes when creating a new Outcome note.