Software Version 9.4.7.0
• Ability to transfer a client’s entire record from one site or facility to another – with billing reports automatically separating dates and facilities.
• New admin-focused user roles for “View All” global access on the My Caseload and My Case Managers pages.
• Ability to link task completion to a form automatically. Complete a form, task, and log all with one click.
• For example: A client’s Initial PREA Risk Assessment task is automatically due within 72 hours of arrival – viewable on the Tasks Due page or the Dashboard. Completing the client’s Initial PREA Risk Assessment form will automatically mark the task as completed, clear it from the Tasks Due and Dashboard pages, and create a corresponding Client Log entry.