Page History

See attached PDF for the full June 2021 Release Notes. This release included:

• Funding Sources
  • New Approve Unverified EVV Setting
  • New Mobile App Offline Setting
• Mobile App Offline Mode
  • Allows employees to log in and make real-time punches without an internet connection
• Dashboard Authorization Widget
  • Added Monthly Max, Weekly Max, and Daily Max columns
  • Added Monthly and Weekly Summations
  • The Authorization widget is now visible to Guardian Profiles 
• Employee Service Accounts (ESAs)
  • New (optional) Day of Week Restriction
  • New (optional) Holiday Restriction
  • Pay Rate Effective Date is now editable
• Profiles
  • Group Services - New Instance Level Setting for Require Multiple Attendees
  • ESAs can now be created for Employees in Pending status
  • Accounts tab visible for Client Profiles
  • New Pay Rate Name column on the Entries tables for both Client and Guardian Profiles
  • High Priority Message Banner now available on Client and Caseworker Profile Dashboards
• Authorizations
  • New Calculate Initial Balance feature
  • New Authorization Reference ID filter
• Business Rules
  • New Max Hours Per Year Per Client Per Service Code Business Rule
  • Client Overlapping/Duplicate Punch has been moved to Phase 2
• Imports
  • New Import for Employee Service Accounts Day of Week Restriction
  • New Import for Employee Service Accounts Holiday Restriction
  • New Refresh Billing Rate task on Import-Module Actions Menu
• Additional Updates
  • New Employment Status of Inactive
  • SSN is a conditionally optional field for Employee Type of Contractor
  • Decimal values are now allowed on Starting and Ending Odometer fields for Mileage and Client Transportation entries.

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