Release Notes

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.

Carebridge interface prioritizes selected payors for display in the list (GEN-3870).
Service Orders now includes a ‘iConnect Service ID’ field, specifically for integration with the ‘ADP iConnect FL’ interface (GEN-3894).
iConnect XML export file’s naming convention has been revised to feature the first 5 characters of the company name, instead of the previously used last 5 characters. (GEN-3892).
Oregon billing export update to round to whole units (GEN-3819).
Service Authorization Summary has been added as a new report option on the “Service Order Authorizations Report” page. This report is presented in a columnar format and can be exported to Excel for further analysis (GEN-3677).
Sandata WI has introduced a new requirement effective 01/01/2024, mandating the inclusion of the client segment for specific payor programs and procedure codes (GEN-3661).
Carebridge interface now includes a Schedule Date filter in the log tab (GEN-3436).
Carebridge WY now includes a GPS Distance Exception (Exceptioncode “25”) for caregiver check-in/out locations beyond 0.5 miles from a member’s address. New fields added to the visit export: CheckinDistance, CheckoutDistance, CheckinLocationReason, CheckoutLocationReason (GEN-3967).
Other minor fixes and optimizations.