Prognotus Changes¶

1.1 Changes¶

1.1.12 (October 28, 2016)¶

ADDED: Creator Productivity Report (NEW)
RENAMED: Creator Productivity Report to Creator Daily Productivity Report

1.1.11 (September 02, 2016)¶

FIXED: Client search bug where archived clients can been found.

1.1.10 (April 08, 2016)¶

FIXED: CSV Report: Client Report to include Insurance

1.1.9 (April 01, 2016)¶

UPDATED: Add Insurance number to Client data.
UPDATED: CSV Report: Client Report to include Insurance.

1.1.8 (January 26, 2016)¶

UPDATED: Moved list by funder to Client tab.

1.1.7 (December 11, 2015)¶

ADDED: MCO assignments to Client.
ADDED: Clients by Funder CSV Report.
ADDED: Creator Productivity Report.
REMOVED: Billing agency from Client.
UPDATED: Billable Service Units report.

1.1.6 (July 17, 2015)¶

UPDATED: Moved Pnote Activity preferences to group table.
UPDATED: Handle Activity Type and Category preferences independently.

1.1.5 (July 15, 2015)¶

FIXED: PDF Time Card rounding issue.
UPDATED: Time Card, removed Premium (P) as an option.

1.1.4 (June 12, 2015)¶

FIXED: CSV client selection not filtering.

1.1.3 (June 05, 2015)¶

ADDED: Rate code filter to Reports.
ADDED: Rate code column to CSV Billable Service Unites.

1.1.2 (May 03, 2015)¶

FIXED: Time Card Creator week ending missing last entry ending a midnight.
FIXED: Time Card Creator total time floating point precision not limited to 2.

1.1.1 (May 02, 2015)¶

FIXED: Account lock/archive locking.

1.1 (May 01, 2015)¶

UPDATED: Passwords expire every 180 days.
ADDED: Basic MSL timecard creation.

1.0 Changes¶

1.0.3.39 (April 13, 2015)¶

FIXED: Pnote search history issues.

1.0.3.38 (April 10, 2015)¶

REMOVED: Deprecated CSA CM Reports.
- Billable Units (CSA CM) use Billable Service Units.
- PCHS-GP Billable Units (CSA CM) use PCHS-GP Billable Units.
ADDED: Lunch Pnote template.
UPDATED: Pnote search options.
FIXED: Large data tables not sorting.
FIXED: Service Type duplicates not caught.

1.0.3.37 (December 02, 2014)¶

UPDATED: SSN validator to reflect new SSA rules.

1.0.3.36 (November 14, 2014)¶

ADDED: Therapy outline.

1.0.3.35 (October 31, 2014)¶

ADDED: Hide archived service types for new goals.
FIXED: Error handling for note search.

1.0.3.34 (October 10, 2014)¶

ADDED: CASELOAD option to CSV reports.
- Select only one user or none.
- CASELOAD and no user selected returns “Your Caseload.”
- CASELOAD only works for reports that use the “Clients” field.
ADDED: Daily simple unit calculation rule.

1.0.3.33 (September 17, 2014)¶

FIXED: Report creator fails.

1.0.3.32 (September 16, 2014)¶

FIXED: Accessibility issues with objectives and IE.

1.0.3.31 (August 27, 2014)¶

ADDED: Goal reviews to Objective PDF report.

1.0.3.30 (August 08, 2014)¶

FIXED: Rare stale data event resulting in two current notes.
FIXED: View note history difference failure.
FIXED: Progress Note Report eSignature gets cut off (in most cases).
ADDED: Note critical error messages to user log.

1.0.3.29 (July 25, 2014)¶

ADDED: Email notices when account is locked.
ADDED: Search notes by note, created, or updated date.
ADDED: Auto Review if marked not billable preference for group.
UPDATED: No longer store temporary password for archived users.

1.0.3.28 (July 20, 2014)¶

FIXED: Jail job not using email configuration.
ADDED: Ability to archive Client Events.

1.0.3.27 (April 18, 2014)¶

FIXED: Goal error messages not properly caught.

1.0.3.26 (March 14, 2014)¶

ADDED: CSA IHH GP Report.
ADDED: Ability to archived Client Events.

1.0.3.25 (March 07, 2014)¶

UPDATED: Access keys have been changed.
UPDATED: Set focus to client search field on page load.

1.0.3.24 (February 28, 2014)¶

UPDATED: Medication list format.

1.0.3.23 (January 17, 2014)¶

UPDATED: Calendar Picker. Can choose two years forward.
UPDATED: Removed webkit speech.

1.0.3.22 (December 20, 2013)¶

FIXED: Medication list report.

1.0.3.21 (December 13, 2013)¶

ADDED: Client Medications
ADDED: Password history checking
ADDED: Defaults for company specific settings
FIXED: Medical list error after session expires

1.0.3.20 (November 27, 2013)¶

UPDATED: Draft created dates not kept; created when signed now.
UPDATED: Improved Pnote search. Use ”!, & or |” in “Note Contains” field. * ! = NOT, & = AND, | = OR * Example: “Foo|Bar” finds Foo and/or Bar.
ADDED: Medical Diagnosis History, uses ICD-10 codes.
ADDED: Medical Procedure History, uses ICD-10 codes.
ADDED: Health Assessment
ADDED: Health Allergies

1.0.3.19 (October 11, 2013)¶

UPDATED: Client Report no longer includes archived clients.
FIXED: Issues handling midnight in some reports.
REMOVED: Convert T2020 to T2021 on note save.

1.0.3.18 (August 16, 2013)¶

ADDED: Service Type check before note save.

Service T2020 becomes T2021 if time requirements are not met.

1.0.3.17 (August 09, 2013)¶

FIXED: User History Report.

1.0.3.16 (July 15, 2013)¶

FIXED: QA CSV “Client Report”.

1.0.3.15 (July 12, 2013)¶

UPDATED: CSA Accounting “Account String”.
ADDED: QA CSV “Client Report”.

1.0.3.14 (July 02, 2013)¶

FIXED: Some reports used wrong service type reference.
- CM Reports still only uses client reference.
UPDATED: Date note originally created visible to QA.
ADDED: User history CSV Report

1.0.3.13 (March 22, 2013)¶

UPDATED: Late Reports
- Reduced to one report
- Days field added to specify days (default: 3)

1.0.3.12 (March 08, 2013)¶

UPDATED: Limit draft edits to QA Admins.
FIXED: Pnote saves when no changes made.

1.0.3.11 (February 15, 2013)¶

UPDATED: Include archived clients in client search.
UPDATED: Include archived clients in note search.

1.0.3.10 (February 01, 2013)¶

UPDATED: Moved more options to configuration file.
UPDATED: Progress note admin purge function.

1.0.3.9 (January 31, 2013)¶

UPDATED: Company name, admin email recipients moved to conf file.

1.0.3.8 (January 30, 2013)¶

UPDATED: Separation of CSA and MSL databases.
UPDATED: RSS feed URL obtained from configuration file.

1.0.3.7 (January 25, 2013)¶

FIXED: Users unable to edit email address
UPDATED: Software dependencies
UPDATED: Hardware and software configurations

1.0.3.6 (December 21, 2012)¶

UPDATED: Performance improvements
UPDATED: QA Needs Review countlimited to notes created in last 180 days.

1.0.3.5 (November 30, 2012)¶

UPDATED: HCBS groups merged.
UPDATED: Calendar ID Daily billable day changed to 8 hours averaged over calendar month.

1.0.3.4 (October 03, 2012)¶

FIXED: Review rate calculation.
FIXED: Error when adding new goal.

1.0.3.2 (September 28, 2012)¶

UPDATED: QA can edit others plans.
UPDATED: Goals, added date range for service type changes.
FIXED: Pnote caseload search.

1.0.3.1 (September 10, 2012)¶

ADDED: Show user name on password page.
ADDED: Overlap report.
FIXED: Allow Draft Deletion Regardless of Age.
FIXED: Client Archive Fails when in a user’s favorites.

1.0.3 (August 03, 2012)¶

ADDED: Service Type filter it Pnote PDF Reports.
ADDED: Billable tag to PDF Reports.

1.0.2j (July 20, 2012)¶

FIXED: Dublicate key error not caught.
UPDATED: CSA CM billable unit calculations.

1.0.2i (July 06, 2012)¶

UPDATED: QA can only edit read only notes.
UPDATED: QA Admin can only edit billed notes.

1.0.2h (June 25, 2012)¶

UPDATED: Usernames to allow non-plain text.
UPDATED: More curve to error rate calculations.
ADDED: QA Admin group.
UPDATED: QA Admin can only edit read only notes.
UPDATED: QA Admin can only change user auto-review setting.
UPDATED: QA Admin can only bulk set notes to pass.
FIXED: Set pass function not recorded in history.
FIXED: Password page view showed wrong dates.

1.0.2g (May 11, 2012)¶

FIXED: Shifts ending at midnight not appearing in calendar.
FIXED: Drop down fields not getting updated.
UPDATED: Password length increased to 8 to match e-mail. Checks tweeked
UPDATED: Python(2.7), Postgresql(9.1), Cracklib, z3c.rml, and various dependencies.

1.0.2f (February 17, 2012)¶

ADDED: Search by Client ID.
ADDED: Temporary password access for QA & Supervisor groups.
UPDATED: User Pnote review rate can now be less than 10% again.

1.0.2e (February 03, 2012)¶

FIXED: Add client field validation bug.

1.0.2d (January 27, 2012)¶

FIXED: User removed from guest group on archive.
ADDED: Hire date to user report.
ADDED: Add user redirects to user list now.

1.0.2c (December 30, 2011)¶

UPDATED: Changed shift summary templete.

1.0.2b (December 19, 2011)¶

FIXED: Caseload Progress Note search did not include all note writers.

1.0.2 (December 16, 2011)¶

ADDED: Search Progress Notes by Caseload
ADDED: User Hire Date
ADDED: User Term Date
ADDED: User lock at scheduled time (Day ofter term date)
ADDED: Voice Recognition to some fields. Google Chrome support only.
ADDED: eSignature statement on PDF Pnotes report.
ADDED: Second signatures to Pnotes.
ADDED: QA ability to update Pnotes, add objectives, etc.
ADDED: Pnote diff view.
UPDATED: User Pnote review rate can’t be less than 10%.
UPDATED: User Pnote review rate calculation formulas.

1.0.1b (September 30, 2011)¶

FIXED: Password Reset Redirect.
FIXED: Default user listing for supervisors and admins.

1.0.1a (September 27, 2011)¶

FIXED: CSV Report bug.

1.0.1 (September 23, 2011)¶

ADDED: Client Favorites.
ADDED: Drafts to Progress Note menu.
ADDED: Global client search form.
ADDED: Caseload icon to client lists.
ADDED: “Add Event” checkbox to new progress note.
UPDATED: Global menu. Moved links in tabs into menu for touch screens.
FIXED: User comment progress note link.
FIXED: Group plans report.

1.0 (September 16, 2011)¶

UPDATED: !TurboGears to version 1.5.

0.9 Changes¶

0.9.2.50 (August 19, 2011)¶

ADDED: User limit by caseload option.
FIXED: Supervisor employee list no longer show archived users.
FIXED: Report submit broken for some browsers.

0.9.2.49 (August 12, 2011)¶

FIXED: PCHS-GP Billable Units (CSA CM) Report.
UPDATED: Client Calendar
UPDATED: Shifts changed to (0-8,8-4,4-10, 10-12).
UPDATED: Count note for each shift it spans.
UPDATED: Count only notes finished with QA process.
UPDATED: Count only billable notes.
ADDED: Link to day’s notes.

0.9.2.48 (July 22, 2011)¶

UPDATED: PCHS-GP CSA CM Billable Report.
UPDATED: Billable Units (CSA CM) Report.
ADDED: PCHS-GP Billable Report.

0.9.2.47 (July 15, 2011)¶

FIXED: Viewing client form errors out when not in same group.
UPDATED: Added additional info to the calendar.

0.9.2.46 (July 08, 2011)¶

ADDED: CSA GP accounting client fields.
ADDED: GP CSA CM experimental report (No ISA yet).
UPDATED: Client-side cache controls.

0.9.2.45 (June 17, 2011)¶

ADDED: Client-side cache controls.
UPDATED: User Report, added “user created” column.

0.9.2.44 (May 20, 2011)¶

ADDED: Filter billable hours by Service Code to calendar.
UPDATED: Calendar to use the client’s default group service type.
FIXED: Billable Activity search included notes still in QA process.

0.9.2.43 (May 13, 2011)¶

FIXED: TAY billing service unit report (ALL) fails.
ADDED: CSV Report, “Incompletes Report”.

0.9.2.42 (April 15, 2011)¶

ADDED: Use last date user preference (New progress note uses your last note’s date). This works per user avoiding one of the prior issues with this feature.
UPDATED: ISA and KEY outcomes.

0.9.2.41b (April 08, 2011)¶

FIXED: Limit Chart Reports.
FIXED: Client’s group specific data not always set.
FIXED: Billing reports unit rounding error in a few cases.
FIXED: Billing Client Report (failed when only one client selected).

0.9.2.41a (April 01, 2011)¶

ADDED: Help menu with “Service Request”.
ADDED: Service Request
- Those without agency email can use “Service Request” to submit Maintenance and IT help tickets.
- Use the location supervisor’s email address as the requester if you know it.

0.9.2.41 (March 25, 2011)¶

UPDATED: Progress Note date no longer remembers last date.
UPDATED: Progress Note MH and TAY defaults to NOT billable.

0.9.2.40b (February 04, 2011)¶

UPDATED: Hide some fields for new pnote.
UPDATED: Removed timezone from late report.
UPDATED: Removed bcc jail notices to admin (Testing complete).
UPDATED: Improved user logging.
FIXED: Fixed Event error handling.

0.9.2.40a (January 16, 2011)¶

FIXED: PDF Report Form.

0.9.2.40 (January 14, 2011)¶

FIXED: Guest Account updates limit removal from guest group.
FIXED: Guest users can not now be added to other system groups.
FIXED: Changing service type on goal did not update notes.
ADDED: Guest user tracking to admin page.
ADDED: User CSV report for supervisors.
ADDED: Jail event email notifications.
ADDED: Client form for billing notes.
ADDED: Billing Reports.
UPDATED: User Account updates log updator for group changes.
UPDATED: Service Type descriptions changed to match funder wording.
UPDATED: Progress Note report service type more descriptive.
UPDATED: Report “Entry 7 Days Late” to “Entry 3 Days Late”.
UPDATED: Billings client listing with time billed.
UPDATED: Most paginated lists increased to 20 rows per page.

0.9.2.39 (January 07, 2011)¶

ADDED: Funder to Service Types.
ADDED: Mail service.
UPDATED: Improved logging.
UPDATED: Billing Hab hourly calculation. Now rounds down at 31 minutes.

0.9.2.38 (December 08, 2010)¶

ADDED: Progress Note text search.
ADDED: Service default per client and group.
UPDATED: Billings - start and end dates are kept.
UPDATED: Progress Note search time calculation limited to one month.
UPDATED: A client’s “client code” is now group specific.
FIXED: Billable Service Units Report column “Billable Time”.

0.9.2.37 (December 03, 2010)¶

ADDED: DRAFT “Billable Service Units” report. Use with caution.
ADDED: New Events report - “Events (All)”.
UPDATED: “Events” report renamed to “Events (Linked to notes)”.
UPDATED: Reports limited to 31 days.
FIXED: Flatten time function failed to take new QA process into account.

0.9.2.36a (November 22, 2010)¶

FIXED: New user login bug.

0.9.2.36 (November 19, 2010)¶

UPDATED: QA Progress Note pass functions.
UPDATED: User error level calculated once per day.
UPDATED: QA Group settings have precedence over per user settings.
UPDATED: Billable Units report.
UPDATED: Preliminary billing functions.
ADDED: Preliminary filter billable hours/notes by service.
ADDED: “Group Activity” to Activity Category.

0.9.2.35 (November 08, 2010)¶

ADDED: Service Type to Progress Note search.
UPDATE: Billing memo can be updated.
FIXED: QA tag changes now change read/write status of note.
FIXED: Progress Notes with start or end times at midnight.

0.9.2.34 (November 06, 2010)¶

ADDED: Billable checkbox on Progress Note form.
ADDED: Progress Note error rate to user profiles.
ADDED: Automation to some QA functions.
ADDED: Accounting group and billing functions (Updating billings not finished).
ADDED: Ability to better sort by service type (Only available for billing at this time).
UPDATED: Improved Progness Note views.
UPDATED: Progress Note QA tag is now only visible to QA (CSA use billable checkbox now).

0.9.2.33 (October 15, 2010)¶

ADDED: User percent review field.
ADDED: New pnote template.

0.9.2.32 (September 10, 2010)¶

UPDATED: Changed Objective size limit.

0.9.2.31 (August 20, 2010)¶

FIXED: Limit Identi feed.
ADDED: Recent Progress Note comments to Dash.
ADDED: Progress Note comment lists.

0.9.2.30 (July 16, 2010)¶

FIXED: Fixed billable activity search.
UPDATED: Goal formating in Progress Note form.
UPDATED: New goal service type default is “None”.
UPDATED: Progress Note comments character limit increased.

0.9.2.29 (June 25, 2010)¶

FIXED: CSA QA pnote template display.
FIXED: User session expunge job.
FIXED: Polk jail check, site structure changed.

0.9.2.28 (June 18, 2010)¶

FIXED: Session cleanup job not working.
ADDED: Disable activity pnote fields for MELC group.
ADDED: CSA ISA/KEY progress note template.
ADDED: Billable units CSV report.
ADDED: QA CSV Reports (“7 days late entry”, “After 3rd day”)
ADDED: Additional CSV Contacts report with billable units.
UPDATED: Removed title from CSV reports.

0.9.2.27 (June 4, 2010)¶

ADDED: Automated tasks: Purge notes and DB session clean ups.

0.9.2.26 (May 28, 2010)¶

ADDED: Identi.ca feed to dashboard.
ADDED: Administrative logging area.

0.9.2.25 (May 21, 2010)¶

ADDED: Beginning unit tests.
ADDED: Start of user productivity. (Not accessible yet)
UPDATED: QA permissions.

0.9.2.24 (May 19, 2010)¶

FIXED: QA progress note critical bug.
UPDATED: Progress Note icons.

0.9.2.23a (May 16, 2010)¶

FIXED: Security bug.

0.9.2.23 (May 14, 2010)¶

FIXED: Billable calendar daily client with zero hour day marked billable.
FIXED: My Plans Report is the Caseload report.
FIXED: Note listed more then once in Goal notes if multiple Objectives selected.
ADDED: QA HCBS template for billing notes.
ADDED: “Paper Documentation Reference” to Activity Category for QA use.
ADDED: BI billable days to hours billable calendar.

0.9.2.22 (May 07, 2010)¶

FIXED: Plan search issues with dates.
FIXED: Last login not recorded.
FIXED: Pass on notes date form.
ADDED: Client name to staff comments list.
UPDATED: Billable Hours calendar now works for daily clients.

0.9.2.21 (April 30, 2010)¶

ADDED: Flattened billable hours client calendar.
ADDED: User’s remote IP to user log.

0.9.2.20 (April 23, 2010)¶

FIXED: Progress Note report get user title/name for note signature.
FIXED: Some forms not validating.
ADDED: Common group default for new user title.
ADDED: Flatten overlapping time option in Billable Activity searches.
UPDATED: Most common user titles listed first, then alphabetically, in selection.

0.9.2.19 (April 09, 2010)¶

FIXED: Team billable activity too slow.
FIXED: User creation fields validated.
ADDED: User job title look-up.

0.9.2.18 (April 02, 2010)¶

UPDATED: Billable activity now paginated.
UPDATED: New note show signature for current user and other clues.
ADDED: Plan description to plans reports.

0.9.2.17a (March 29, 2010)¶

FIXED: Add user & client forms.

0.9.2.17 (March 26, 2010)¶

UPDATED: Unhide pnote activity type from HCBS Supervisors.
FIXED: Warn user if draft note(s) are over one week
UPDATED: Electronic Signature with clear intent to sign.
- Default status of a new note is now “Draft”.
- User must change status to “Completed/Signed” = intent to sign.
- Added visual feedback of status (Submit button text changes).
UPDATED: Converted from Kid to Genshi templates.

0.9.2.16 (March 05, 2010)¶

FIXED: Pagination duplicate issues.

0.9.2.15 (January 29, 2010)¶

FIXED: QA tagging shouldn’t have changed updator or updated date.
FIXED: User unlocking improved, user now has 30 days to log in.
ADDED: User search by employee ID.
ADDED: Progress Note time total to save message.
ADDED: Progress Note time total to note views.
UPDATED: Logging expanded.

0.9.2.14 (January 22, 2010)¶

FIXED: Pagination button style now consistent.
ADDED: Progress Note revision history viewing if authorized.
ADDED: User Progress Note browsing.
ADDED: Progress Note creator can respond to QA comments.

0.9.2.13 (January 15, 2010)¶

FIXED: Removed ability to add user with wrong default group.
FIXED: Unlocked user will be locked again within 24 hours if last login is old.
FIXED: Removed ability to create a note for a client not in current group.
UPDATED: “CSA PCHS Extended” report.
UPDATED: “Billable Activity” available for all groups now.
- Moved Caseload Activity to “User” menu.
- Added Group Activity to “Team” menu.
UPDATED: Timezone info hidden.
UPDATED: QA pass on progress notes limited to daily clients only.

0.9.2.12 (December 15, 2009)¶

FIXED: Error when adding new user.

0.9.2.11 (December 04, 2009)¶

ADDED: Progress Note template options.
- Available to MSL groups only.
ADDED: Daily stale user processing.
- User is locked if no activity for 90 days.
- User is archived if no activity for 180 days.
UPDATED: Archiving user method.
- Client caseload is cleared.
- User is removed from any system groups.
- Supervised employees are transfered to admin user (listed as None).
ADDED: Progress Note QA pass.

0.9.2.10 (November 27, 2009)¶

UPDATED: Progress Note views.
ADDED: Activity Category to note search.

0.9.2.9 (November 20, 2009)¶

ADDED: Billing Code to Progress Note views

0.9.2.8 (November 13, 2009)¶

UPDATED: Signature formating

0.9.2.7 (November 06, 2009)¶

ADDED: CSA PCHS Export.
ADDED: User Password Expire method.

0.9.2.6a (October 31, 2009)¶

FIXED: Error updating Progress Notes.

0.9.2.6 (October 30, 2009)¶

FIXED: Handle daylight savings.

0.9.2.5a (October 12, 2009)¶

FIXED: JavaScript bugs.
Clearing browser cache may be required.

0.9.2.5 (October 09, 2009)¶

UPGRADED: Framework to TG1.1
UPGRADED: SQLObject to 11.2
UPDATED: User tab available to everyone.
FIXED: User plans logic.

0.9.2.4 (October 02, 2009)¶

FIXED: Polk County jail check.
FIXED: Quarterlies calculations.
ADDED: Activity Category to notes.
UPDATED: Reverted back to creator and their supervisor only can modify a plan.

0.9.2.3 (September 25, 2009)¶

ADDED: Plan start date.
ADDED: Plan Schedules PDF (start date, quarterlies)
FIXED?: Some Events not showing in list
BROKE: Jail site changed, so auto check is off until fixed.

0.9.2.2 (September 04, 2009)¶

FIXED: Minor Reports bug.

0.9.2.1 (August 21, 2009)¶

FIXED: Move ActionStep validation.
FIXED: On delete also remove progress note children.
FIXED: Pre-signature viewing issue.
UPDATED: QA dashboard work-flow.
ADDED: Plan searching and listings.
ADDED: List progess notes related to a Goal.
ADDED: Administration page.

0.9.2 (August 14, 2009)¶

UPDATED: Logging
UPDATED: Progress Note views (added T19 & DOB)
FIXED: Date handling issues when date is before 1900.
ADDED: Date validation and limits to some forms.
ADDED: Pretty format for electronic signatures.

0.9.1.139a (August 07, 2009)¶

Fixed: Bug introduced in 0.9.1.139 update.

0.9.1.139 (August 07, 2009)¶

UPDATED: User group management.
FIXED: Search by User’s user name also.
UPDATED: Form error handling.

0.9.1.138 (July 31, 2009)¶

Meets Electronic Signature requirements.
ADDED: Paginated Progress Note browsing by Client.
UPDATED: Only admin group can change MSL Client Code once set.
FIXED: Resetting own password locks user out.
ADDED: Progress Note versioning (functioning, but not viewable yet).
NOTE: Progress Notes marked “Complete or Delete” cannot be changed to Draft.

0.9.1.137a (July 17, 2009)¶

UPDATED: Notes created over 1 year old cannot be changed.

0.9.1.137 (July 10, 2009)¶

ADDED: Progress Notes date limited to 12 hours in the future and 1 year past.
ADDED: Notes over 1 year old cannot be changed.
ADDED: Prevent saving note when nothing changed.
UPDATED: Outcome graphs.

0.9.1.136 (July 07, 2009)¶

ADDED: Document Status (Completed, Draft or Delete) option when saving a note.
ADDED: Client caseload billable time page - under the Clients tab (CSACM/SC Only).
UPDATED: Changed notes “Pending QA Review” list order.
UPDATED: Plans/Events status hidden when there is nothing to display.

0.9.1.135b (June 19, 2009)¶

FIXED: Guest user bugs.

0.9.1.135a (June 01, 2009)¶

FIXED: Saving note validation errors fixed!

0.9.1.135 (May 29, 2009)¶

UPDATED: Renamed “Default Group” to “Current Group”.
UPDATED: Removed Progress Note “Group” select field and replaced with a simple label.
FIXED: Managers, Supervisors can not attach events to other user’s notes.

0.9.1.133 (May 15, 2009)¶

REMOVED: External elementtree requirement (Python 2.5 now required).
UPDATED: Production server scaled to two processes / 20 threads per process to handle increased load.

0.9.1.132 (April 24, 2009)¶

UPDATED: Passwords
- New passwords good for 1 year.
- Temporary passwords only allow login to create a new password.
- Fixed missing proper name check.
FIXED: Goal sheet included archived steps.
UPDATED: Changed “Supervisor” role.
FIXED: Unlinked Events for archvied clients were counted.

0.9.1.131 (April 17, 2009)¶

REMOVED: County reference in RateCode.
UPDATED: Rate Code single select.

0.9.1.130 (April 03, 2009)¶

UPDATED: Service Type single select.
REMOVED: Activity Type default for notes.
FIXED: Small bug.

0.9.1.129 (March 20, 2009)¶

ADDED: User title to some displays.

0.9.1.128 (March 13, 2009)¶

ADDED: Notice after Progress Note save.
FIXED: Minor Bug.

0.9.1.127 (February 27, 2009)¶

UPDATED: Visual elements.
ADDED: Identity Stamp to notes.
FIXED: Only Progress Note creator may update a note.

0.9.1.126 (February 20, 2009)¶

FIXED: Billing reports.

0.9.1.125 (February 20, 2009)¶

UPDATED: QA Comments Form.
UPDATED: Comments section only shows note has comments.

0.9.1.124 (February 13, 2009)¶

ADDED: Legal Events to Dashboard (last seven days).
ADDED: Auto event if in Polk jail (checks hourly).
ADDED: Nickname to client search.
ADDED: Progress Notes logging.
UPDATED: Progress Notes marked “Delete” do now show in reports.
FIXED: Progress Notes marked “Delete” do on show in lists and search unless requested.
QA Workflow completed.

0.9.1.123 (February 03, 2009)¶

FIXED: Duplicates in some reports.
MOVED: “Billing Report” to “Contact Report”.
MOVED: “Service Report (Billable)” to “Medicaid Billable Report.” (shows those marked “Billable and linked to goal/objective(s)).
DELETED: “Service Report (Unbillable).
ADDED: “Billable Report” (shows all marked “Billable”).
UPDATED: “Activity Report” (includes QA).

0.9.1.122 (February 02, 2009)¶

FIXED: Internet Explorer Javascript bug.
UPDATED: Re-arranged Columns in Client list.

0.9.1.121 (January 30, 2009)¶

ADDED: Time total in Search Notes results.
UPDATED: Progress Note Form.
UPDATED: Service Report (Billable). Now used “billable” QA tag.
UPDATED: Archiving Plans, Goals, etc now archives everything below it. (e.g. Archiving a Plan now archives it’s goals, those goals objectives, and those objectives steps.)
UPDATED: Events (Removed limits on creating events, added group ID).
UPDATED: Search Notes form.
FIXED: “Don’t show archived users.”
FIXED: “Add lock to archiving methods.”

0.9.1.120 (January 02, 2009)¶

ADDED: Delete to QA options. Currently this only notifies an administrator of a Progress Note deletion request.

0.9.1.119 (December 25, 2008)¶

ADDED: QA Notes marked “Unbillable” cannot be changed.

0.9.1.118 (December 20, 2008)¶

ADDED: QA Status to Dashboard.
ADDED: QA Workflow.
ADDED: QA Notes marked “Billable” cannot be changed.
FIXED: Progress Notes report incorrect page break.
FIXED: Plan wasn’t updating when locked.
UPDATED: TG to version 1.0.8.

0.9.1.117 (December 12, 2008)¶

UPDATED: Dashboard.
ADDED: QA Group and Fields.

0.9.1.116 (December 5, 2008)¶

These fixes limit future problems for billing and increase data integrity.

FIXED: Limited Plan creation.
FIXED: System/Program Group separation.
FIXED: Limit Supervisor Group.
FIXED: Plans now read only after linked to a note.

0.9.1.115 (November 21, 2008)¶

UPDATED: Progress Note report. Added note IDs.

0.9.1.114 (November 14, 2008)¶

UPDATED: Medicaid field now requires correct format.
ADDED: KEY outcomes to dashboard.

0.9.1.113 (November 07, 2008)¶

FIXED: New User visible now checked by default.
FIXED: Progress Notes not appearing in lists.
ADDED: “End Time” to Progress Notes search results.
ADDED: Progress Notes Search option “All Group Notes”.
UPDATED: Progress Notes lists now sortable.
ADDED: Billing Type table needed for Program/Group specific billing reports.

0.9.1.112 (October 24, 2008)¶

UPDATED: Calendar picker (Now has AM/PM Option).

0.9.1.111 (October 23, 2008)¶

ADDED: Ability to transfer Plans.
FIXED: Removed Manager group from Client group options.

0.9.1.110 (October 22, 2008)¶

FIXED: Bugs
UPDATED: Activity Report
UPDATED: Plan table (Added “lock” column)

0.9.1.109 (October 17, 2008)¶

ADDED: Event Delete.
UPDATED: Objective Statement length increased.
FIXED: Weights added to Goals Ticket
FIXED: Guest user visibility
FIXED: Added nickname field to Client

0.9.1.108 (October 15, 2008)¶

ADDED: CSV Export intended for Thunderbird address book import.
UPDATED: CSV Events Report (list all linked & unlinked events).

0.9.1.107 (October 09, 2008)¶

ADDED: Client Search now by Last Name OR First Name.
ADDED: First Objective now checked by default on New Notes.

0.9.1.106 (October 06, 2008)¶

ADDED: MSL fields added to Client.
ADDED: Legal Settlement added to Client (default=Unknown).
ADDED: Weights added to Objectives and Steps to control ordering.
Database cleanup and performance fixes.

0.9.1.104 (October 03, 2008)¶

FIXED: Archived Clients no longer included in Mailing Address Report.
ADDED: Archived User. Archived users not displayed in options lists.

0.9.1.103 (September 30, 2008)¶

ADDED: Plan status added to Dashboard.

0.9.1.102 (September 29, 2008)¶

UPDATED: Event Types
UPDATED: Dashboard

0.9.1.101 (September 26, 2008)¶

ADDED: Limit Progress Notes Report to 31 days.
ADDED: Event creator to Events Report and List Progress Notes.
IMPROVED: Reports error handling.
ADDED: Beginnings of the Dashboard.

0.9.1.100 (September 22, 2008)¶

ADDED: Limit editing of plans, goals, steps to creator.
UPDATED: Events Fixups (Okay to use now).

0.9.1.99 (September 19, 2008)¶

ADDED: Order by no. clients option added.
FIXED: Printing style to not print navigation tabs.
ADDED: MSL header for reports.
ADDED: MSL Group and Users.
ADDED: ISA Events & DB updates.
UPDATED: TG to version 1.0.7.

0.9.1.98 (September 12, 2008)¶

Updated interface making room for 0.9.2 features.
Improved archive handling.
“My” Progress Notes order changed to last updated.