This release, scheduled for tomorrow at 8:30 PM MT, includes updates to the Action Item catalog, client metrics, and treatment portal scheduling.
Case Worker: Show Action Item Ratings Chart by Compliance and Behavior
The Action Item Ratings chart can now be viewed by Progress Type.
Caseworkers can look at the ratings by compliance action items, behavioral action items, or both (all). The default view will be ‘All’. The Progress Type is set in the Action Items catalog.
Treatment Provider/Visitation Worker: Add Bi-Weekly as a Recurrence Option in the Treatment Portal
A treatment provider and/or visitation worker can now add bi-weekly sessions in the Treatment Portal. The schedule types now include: Once, Weekly, Bi-Weekly, and Monthly. All other scheduling functionality remains the same.
Administrator: Add ‘Suggested Activity’ to Action Items Catalog
The ‘Suggested Activity’ field is now included in the Action Items catalog. When adding or editing an action item, an administrator can include a ‘suggested activity’. The suggested activity will eventually be displayed on the case plan to help guide the caseworker when adding activities to the plan. This field is optional and there is no limit on the number of suggested activities that can be added to each action item.















