Software Update Feb 7, 2024

Applicant Personal Data
- Now includes COVID vaccination information (GEN-1880).
Billing Reports
- Added an option to abbreviate caregiver names (GEN-3783).
Cancelled Shifts Report
- Added a case manager filter for more refined results (GEN-3936).
Caregiver Reminder Report
- Added a classification filter for more refined results (GEN-3334).
Caregiver Search
- Added a filter to exclude caregivers who have not had a prior visit with the client (GEN-3257).
Case Managers
- Now includes a status field, allowing for inactivation (GEN-1567).
Client Notes by Date Range
- Introducing a new option to include calendar notes (GEN-3000).
Completed Schedules and Task Report
- Added the ability to filter by service for enhanced reporting (GEN-1746).
Timesheet Creation
- Enhanced functionality to support billing for flat rate items as well as paying hourly on the same schedule for overnight shifts (GEN-3851).
Dashboard (Operational Section)
- Added metrics for Caregivers Scheduled and Clients Scheduled (GEN-3351).
Gross Profit Report
- Added a filter to select clients brought in by date range (GEN-3625).
- Now includes other expenses in the profit calculation (GEN-2905).
- Introducing the option to group results by payor for more detailed insights (GEN-2999).
Billing Export
- Implementation of new specifications for OR Billing Export (GEN-3961).
General
- Numerous minor fixes and optimizations addressing 55 tickets.