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4th April 2019 – SRS/SHIP/CIMS Update

A software update was released to remaining SHIP, CIMS and 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;

User Interface Updates
Changes have been made to the way that profile forms are displayed, so that these forms are
more responsive to different screen sizes. These forms (e.g. assessments, client profiles, case
summaries, etc) will now stretch to fit the available screen size. Significant testing has been done
on this feature, however, there are many different forms configured in SRS. Please contact the
Support Desk if any form used by your organisation has been adversely affected by these
changes.

Export Person Details
Two changes have been implemented in the export Person Details function (Persons > Details >
[Export Details]).

  • When the user clicks [Create PDF], a background process commences, and the PDF
    document is rendered in the background. This will usually only take a couple of seconds.
    (This may take longer if the person has a very large number of associated records.). A
    folder will display showing the date and time the PDF was created, with the word
    ‘Pending’ indicating that the process is occurring in the background. Click Refresh: The
    pending notice will disappear when the document is ready.
    After the process is complete, click the folder to show the record.
    The PDF can now be opened by clicking the Summary Details PDF link.
  • The user can now elect to include attachments. In which case included attachments on
    the client record will be bundled into one or more ZIP files and will be available for
    download.
    The ‘Exported Records’ section of the Export Person Details form is minimised by default. Click
    the small icon on the right of the Exported Records banner to view previous exports executed in
    the last 24 hours.
    The output of the Export Person Details function will also be available via Reports > Results. The
    output can be deleted from this view.
    Note that the Export Person Details output is automatically deleted after 24 hours.

SHS Data Collection
On the Services tab on the Status Update form, the First day of service in month, and Last day of
service in month is displayed. If the Support Period is closed, the last day of service in month is
set as the Episode Close Date (existing behaviour). These dates are based on information
recorded in the Payments, Accommodation and Notes tab. In the case of the Notes record, only
Notes where a SHS service is recorded as ‘Needs Identified’, ‘Support Provided’ or ‘Referral
Arranged’ will be included in the calculation.

VADC Support
A validation error has been added in the case of duplicate concurrent assessments.
Outcome data updated to include supplementary values if there is no linked Self Completion
Form.

Scheduling and Easy Employer Integration
Added functionality to enable creation of a new SRS user via a web service request from Easy
Employer.
Fixed a number of bugs with the Easy Employer integration:

  • Fixed a bug which marked services as ‘Cannot Export’ in the schedule, even when the
    worker and workgroup were correctly mapped with Easy Employer.
  • Fixed an issue with opening a service from the scheduled services grid when the service
    is not exported to Easy Employer.

Fee for Service and Claims
A number of bugs have been fixed with the Fee for Service module:

  • Fixed an issue which occurred in some configurations which prevented the creation of an
    NDIS individual note when created via the group function.
  • Prevent a user putting an end date on a Service Agreement before the end date of an
    existing planned service or service outcome recorded for a service agreement item.
  • Fixed an error when manually creating a service in a schedule where the start/end time of
    the service is not specified.
  • Fix to the filter on the scheduled services grid triggered when filtering on start and end
    dates.
  • Fix to the sort on the scheduled services grid triggered when sorting on the Exported
    column.

Email Details to Support
The function to Email Details to Support, available in Admin > About has been modified to restrict
the destination endpoints and restrict the size of the payload. These changes were added to
minimise the risk of the feature being misused.

Other Minor Enhancements and Bug Fixes
This release also includes a number of other minor enhancements and bug fixes.