Web Portal

New Features/Changes

• Client -> Service Provider Information popup has been redone.
• Support List -> Funding column adjusted from N/A to None if no funding selected.
• If worker user changed to coordinator, assigned coordinators will now be removed
• Coordinators field added to worker list custom field options
• NDIS worker screening date and expiry date added to worker display options
• Claim type added to transaction list field export options
• Worker app chat messages will show on the client record so they can be monitored
• List of web portal users logged in added to Data -> Logs
• Setting added called "Include Worker Payable cancelled supports in hour calculations" that if turned on will display cancelled transactions on the roster, they show with diagonal lines through them so you can quickly distinguish between regular and cancelled supports. This was done so any payable hours from cancelled supports are included in the worker hour calculations on the roster.
• Worker Notes export added under Reporting -> Staff/Volunteers that will export all notes on the worker's record in that date range
• Client medication report added under Reporting -> Participants called Participant Medications
• A huge overhaul of the HCP package generation and functionality is included in this update. For more information go here: How to generate a HCP statement for a client?

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Bug Fixes

• current client and current client summary reports now generate ordered by gender
• you can now delete clients who have assigned services
• the notes of the last worker you had open no longer show in the notes for workers that did not already have any notes
• deleted transport costs services no longer show as an option in the transport costs service on the support edit page

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