SpEdCare Release Notes

Version 12

Release Date

• 07/28/2016

New Features or Changes

• New caseload and group management screen
• New record services for caseload and group screen

Bug Fixes

• None

Testing Instructions

1. None

Comments

• None

Version 11.3.2

Release Date

• 07/08/2016

New Features or Changes

• None

Bug Fixes

• Fixed bug in email validate. Apostrophes are supported now.

Testing Instructions

1. None

Comments

• None

Version 11.3.1

Release Date

• 07/01/2016

New Features or Changes

• None

Bug Fixes

• Small bug fix in new select service step

Testing Instructions

1. None

Comments

• None

Version 11.3

Release Date

• 06/30/2016

New Features or Changes

• Changes to service record entry screen to support new Speech Assessment questions
• Changes to service record edit check to enforce electronic signature rules
• Removed 1:1 batch entry (this was never used) menu item.
• Decreased number of idle minutes allowed before session timeout

Bug Fixes

• Fixed spelling error in footer

Testing Instructions

1. None

Comments

• None

Version 11.02

Release Date

• 05/09/2016

New Features or Changes

• Added LEA Input Staff Role

Bug Fixes

• Display role name for non-practitioner client users

Testing Instructions

1. None

Comments

• None

Version 11.01

Release Date

• 05/06/2016

New Features or Changes

• Notes Library now associates all saved notes with a selected patient
• More improvements made to password security

Bug Fixes

• None

Testing Instructions

1. None

Comments

• None

Version 11.00

Release Date

• 4/26/2016

New Features or Changes

• Notes Library for Client Service Record Entry Screens
• Daily Journal System (system only, screens are hidden)
• Changes to menu style
• Added supported browsers info at bottom of screens in SpEdCare
• Improvements made to password security

Bug Fixes

• Fixex for Work picker app
• Fixes for Claim Proxy
• Fixes for LEA Coordinator screens for Treatment Group Add/Edit and Treatment Group Service Entry Screen

Testing Instructions

1. None

Comments

• None

Version 10.00

Release Date

• 4/5/2016

New Features or Changes

• Work picker app (internal)
• Changes to menu style

Bug Fixes

• None

Testing Instructions

1. None

Comments

• None

Version 9.9.2

Release Date

• 3/9/2016

New Features or Changes

• None

Bug Fixes

• Fixed bug with Spedmon RadioBox control where option values would get cleared during a step clear.

Testing Instructions

1. None

Comments

• None

Version 9.9.1

Release Date

• 3/7/2016

New Features or Changes

• Changed placeholder text on patient select to include (lastname, firstname)

Bug Fixes

• Service record save was not checking if a patient was associated with a client. It is now.
• Fixed bug with patient select step where datasource would get cleared when step was cleared
• Fixed bug with practitioner select step where datasource would get cleared when step was cleared

Testing Instructions

1. None

Comments

• None

Version 9.9

Release Date

• 3/4/2016

New Features or Changes

• Work batches can be viewed in service record entry screens for SBSC via the Service History button

Bug Fixes

• None

Testing Instructions

1. None

Comments

• None

Version 9.8.2

Release Date

• 3/2/2016

New Features or Changes

• Files Uploaded Report columns and ordering changed as per Terry's 2/23/2016 feature request.
• Files Uploaded Report can now filter on file class.

Bug Fixes

• Fixed issue with files w/o extensions being permitted in Private - Send Us a File
• Improved error message of last resort for data driven forms

Testing Instructions

1. None

Comments

• None

Version 9.8.1

Release Date

• 02/26/2016

New Features or Changes

• Added cross reference for input batch and service records

Bug Fixes

• None

Testing Instructions

1. None

Comments

• None

Version 9.8

Release Dates

• Released to the test server: TBD
• Released to the live server: TBD

New Features or Changes

• Added files uploaded to SpEdCare view/report

Bug Fixes

• Fixed small issue with claims view

Testing Instructions

1. TBD

Comments

• None

Version 9.7

Release Dates

• Released to the test server: TBD
• Released to the live server: TBD

New Features or Changes

• Removed code that disabled multi practitioner select
• Added functionality to reactivate practitioners or patients in recurring services save

Bug Fixes

• Fixed issue with reactivate prac and patient

Testing Instructions

1. TBD

Comments

• Multiselect for practitioner is a temp solution?

Version 9.6

Release Dates

• Released to the test server: TBD
• Released to the live server: TBD

New Features or Changes

• Enhanced claims report to include claim status and added menu item for this for all applicable Practi-cal users
• Removed notice for A&I users on patients edit/delete requesting they send us a paper request

Bug Fixes

• Temp fix for financial reports is permanant fix

Testing Instructions

1. TBD

Comments

• Financial report fix is taken care of but data clean up needs to happen

Version 9.5

Release Dates

• Released to the test server: TBD
• Released to the live server: TBD

New Features or Changes

• Reactivate button is now available for all SBSC users on the Practitioners View/Edit/Delete Screen
• Reactivate button is now available for all SBSC users on the Patients View/Edit/Delete Screen
• Refactored service record save routines to use new reactivate sprocs for when a practitioner or patient needs to be reactivated
• Changed "Can Edit" logic for practitioner and patient records to permit all SBSC users to add/edit/delete/reactivate practitioners and patients

Bug Fixes

• Temporarily fixed issue with financial reports

Testing Instructions

1. TBD

Comments

• Financial report fix is temporary

Version 9.4

Release Dates

• Released to the test server: TBD
• Released to the live server: TBD

New Features or Changes

• Practitioner dropdown selector includes selectors for active & inactive for SBSC staff.
• Practitioner dropdown selector displays additional context info about practitioner for SBSC staff.
• Services input for deactivated practitioner now result in that practitioner being activated for SBSC staff.

Bug Fixes

• None

Testing Instructions

1. TBD

Comments

• None

Version 9.3

Release Dates

• Released to the test server: TBD
• Released to the live server: TBD

New Features or Changes

• Patient dropdown selector includes selectors for caseload, active & inactive patients.
• Instructions for patient selection and appending have changed.
• Services input for deactivated patients now result in that patient being activated.
• Practitioner dropdown selector includes selectors for active & inactive practitioners.
• Service record reports for SBSC/SpEdCare staff now include information re: patient's absence.

Bug Fixes

• None

Testing Instructions

1. TBD

Comments

• None

Version 9.1

Release Dates

• Released to the test server: 01/19/2016
• Released to the live server: TBD

New Features or Changes

• Service record electronic approval

Bug Fixes

• None

Testing Instructions

1. TBD

Comments

• None

Version 9.0

Release Dates

• Released to the test server: 12/04/2015 - 1:44 PM PST
• Released to the live server: 12/04/2015

New Features or Changes

• Removing hold same-day claim rule (if claim was entered today by non Practi-Cal staff) from bucket routine and proxy system
• Added Attestation Statement (see comments) to all non practi-cal service record entry screens
• Added new columns for revenue sharing and updated invoice routine

Bug Fixes

• Bug in dialog display fixed

Testing Instructions

1. No testing necessary

Comments

• I hereby attest by saving or proceeding, that the information in this record entry is true, accurate and complete to the best of my knowledge.

Version 8.9.9

Release Dates

• Released to the test server: 11/25/2015
• Released to the live server: 11/25/2015

New Features or Changes

• Added basic support for links to external content in the Help Library and other pages that inherit from the MediaFile classes

Bug Fixes

• None

Testing Instructions

1. No testing necessary

Comments

• None

Version 8.9.8

Release Dates

• Released to the test server: 11/25/2015
• Released to the live server: 11/25/2015

New Features or Changes

• Added utility methods to render ReturnInfoTable objects into HTML tables on the client and server side
• Added qForm view button to select practitioner step

Bug Fixes

• None

Testing Instructions

1. No testing necessary

Comments

• None

Version 8.9.7

Release Dates

• Released to the test server: 11/25/2015
• Released to the live server: 11/25/2015

New Features or Changes

• Changed SBSC Staff'Training' menu option to 'Production Documents'
• Added button to link to 'Production Documents' menu item to SBSC Service Record Enter Multiple Services

Bug Fixes

• None

Testing Instructions

1. No testing necessary

Comments

• None

Version 8.9.6

Release Dates

• Released to the test server: 11/24/2015
• Released to the live server: 11/24/2015

New Features or Changes

• Transportation input changed to support designation of trips
• Transportation duplicate check logic changed to support designated trips

Bug Fixes

• None

Testing Instructions

1. No testing necessary

Comments

• None

Version 8.9.5

Release Dates

• Released to the test server: 11/20/2015
• Released to the live server: 11/20/2015

New Features or Changes

• All transportation claims are now held and proxied

Bug Fixes

• None

Testing Instructions

1. No testing necessary

Comments

• None

Version 8.9.4

Release Dates

• Released to the test server: 11/13/2015
• Released to the live server: 11/13/2015

New Features or Changes

• 'Request Account' menu item links to Smartsheets form
• Internal staff now have access to specific Smartsheets and web links from service records input screen.

Bug Fixes

• None

Testing Instructions

1. No testing necessary

Comments

• None

Version 8.9.3

Release Dates

• Released to the test server: 10/14/2015
• Released to the live server: 10/14/2015

New Features or Changes

• Added the ability for SBS users to view progress notes
• Removed deprecated 1:1 aide assignment menus for all users except Adminstrators. Adminstrators only have the view menu option.
• Renamed Recurring Services menu option to Schedule Recurring Services
• Tweaked progress notes query so output is more readable for multiple line rows

Bug Fixes

• None

Testing Instructions

1. No testing necessary

Comments

• None

Version 8.9.3

Release Dates

• Released to the test server: 10/13/2015
• Released to the live server: 10/13/2015

New Features or Changes

• Added the ability for practitioners and coordinators to view progress notes

Bug Fixes

• None

Testing Instructions

1. No testing necessary

Comments

• None

Version 8.9.2

Release Dates

• Released to the test server: 09/18/2015
• Released to the live server: 09/18/2015

New Features or Changes

• None

Bug Fixes

• Fixed bug in client coordinator version of Amounts Collected by Eligible Patient Report

Testing Instructions

1. Login as LEA Coordinator and verify report works

Comments

• None

Version 8.9.1

Release Dates

• Released to the test server: 09/15/2015
• Released to the live server: 09/15/2015

New Features or Changes

• SBSC - Training

Bug Fixes

• Fixed bug in media file handler

Testing Instructions

1. Login as an Input Staff user and verify the Training menu item is available and works and verify the Help menu item is available and works
2. Login as an Work Leader user and verify the Training menu item is available and works and verify the Help menu item is available and works
3. Login as an Administrator user and verify the Training menu item is available and works and verify the Help menu item is available and works
4. Login as an A&I Manager user and verify that there is NO Training menu item and verify the Help menu item is available and works
5. Login as an Practitioner user and verify that there is NO Training menu item and verify the Help menu item is available and works
6. Login as an LEA Coordinator user and verify that there is NO Training menu item and verify the Help menu item is available and works

Comments

• None

Version 8.9

Release Dates

• Released to the test server: 06/30/2015
• Released to the live server: tbd

New Features or Changes

• Data Driven Web Forms - Initial Release
• Private File Uploads - Initial Release (First Application of Data Driven Web Forms)
• File Uploads Review Application - Initial Release
• Patients View Refactoring (already on production)

Bug Fixes

• None

Testing Instructions

1. Upload one of each type of allowed file on the public send us a file.
2. Upload one of each type of allowed file on the private send us a file
3. Upload an assessment file as part of a service note
4. Wait 15 minutes
5. Verify that files were copied to the appropriate destination folders on the test server:
   • \\sbscittest2.help4schools.com\TestNetworkFolders\E\
   • \\sbscittest2.help4schools.com\TestNetworkFolders\N\

Comments

• None

Version 8.8.3

Release Dates

• Released to the test server: 03/16/2015
• Released to the live server: 03/16/2015

New Features or Changes

• Minor change to sequence of steps for Adding New/Editing recurring services. Patient selection is now after school year, start, and end dates.

Bug Fixes

• Additional bug fixes for recurring services
• Minor fix to css for public home page to push contact info down

Testing Instructions

• None required

Comments

• None

Version 8.8.2

Release Dates

• Released to the test server: 03/13/2015
• Released to the live server: 03/15/2015

New Features or Changes

• New Menu Items for LEA Coordinator
  • Group Speech & Psych - Create New Group
  • Group Speech & Psych - View Groups
  • Group Speech & Psych - Edit or Delete Groups
  • Group Speech & Psych - Record Services for A Group

Bug Fixes

• Save issue with Recurring Services

Testing Instructions

• Please login as each type of user and verify each new menu item works
• Please login as each type of user and verify all of the menu items that are listed in e:\SpedCare Test\Who Can Do which SpEdCare Menu Items.xls match what is offered in SpEdCare

Comments

• None

Version 8.8.1

Release Dates

• Released to the test server: 03/09/2015
• Released to the live server: 03/10/2015

New Features or Changes

• New Menu Items for Work Leaders
  • Clients View
• New Menu Items for Input Staff
  • Clients - View
  • Practitioners - Record New
  • Practitioners - Review, Edit, Delete
• New Menu Items for A&I Managers
  • Clients - View
  • Recurring Services - Create New List for Patient
  • Recurring Services - View Existing Lists
  • Recurring Services - Manage Existing Lists
  • Calendars & Bell Schedules - Add New
  • Calendars & Bell Schedules - View
  • Calendars & Bell Schedules - Edit or Deactivate
• New Menu Items for LEA Coordinators
  • Reports - Amounts Collected by Practitioner and Check Date (Two Periods Compared)
  • Reports - Amounts Collected by Practitioner and Date Services Rendered (One Period)
  • Reports - Amounts Collected by Practitioner and Date Services Rendered (Two Periods Compared)
  • Report Subscribers - Add New
  • Report Subscribers - View
  • Report Subscribers - Edit or Delete
  • Report Subscriptions - Add New
  • Report Subscriptions - View
  • Report Subscriptions - Edit or Delete

Bug Fixes

• None

Testing Instructions

• Please login as each type of user and verify each new menu item works
• Please login as each type of user and verify all of the menu items that are listed in e:\SpedCare Test\Who Can Do which SpEdCare Menu Items.xls match what is offered in SpEdCare

Comments

• This is from branch 32 revision 2468

Version 8.8

Release Dates

• Released to the test server: 02/18/2015
• Released to the live server: 02/20/2015

New Features or Changes

• CDE data import
• Public universal file uploads
• Added some logging for existing file uploads in formatted notes

Bug Fixes

• None

Testing Instructions

• Please navigate to SpEdCare on the test server and click on the Send Us A File menu option
• Follow the instructions step by step
• Once you have completed all of the instructions and uploaded a file look at the contents of c:\spedmon\data\files\SendUsAFile-Uploads. Your file should be there
• Also connect to the test server databases in SSMS and examine the records output by the following query
  

  use SPEDMON
  
  select * from FILE_UPLOAD_REQUESTS   -- Data from 'Send Us File' Requests
  select * from FILE_UPLOADS           -- Our 'central' file upload table
  select * from FILE_UPLOAD_STATUS_LOG -- Status log for file uploads
  
  
  select * from FILE_UPLOAD_STATUS_CODES  -- Reference table for status codes
  select * from FILE_UPLOAD_FROM_SOURCES  -- Reference table for various sources of file uploads 
  select * from FILE_CLASSES              -- Various classes of files and meta data for them also source of data for FILE_UPLOAD_CLASS_VIEW() udf
  select * from TYPES_OF_WORK             -- Various file types.  Source of data for FILE_UPLOAD_TYPE_VIEW() udf that brings all types together
  select * from STUDENT_DATA_FILE_TYPES   -- Various file types.  Source of data for FILE_UPLOAD_TYPE_VIEW() udf that brings all types together
  
  -- Imported data from CDE.  Source of data for the various CDE_SCHOOLS_PUBLIC views that break this down by county, district, and school
  
  select * from CDE_SCHOOLS_PUBLIC
  	
      

Comments

• The installation of this change is somewhat involved. Installation on the live server should take place in the evening when use is low.

Version 8.7.3

Release Dates

• Released to the test server: 01/23/2015
• Released to the live server: 01/26/2015

New Features or Changes

• Question and header text are now restated in the answer selection popup window.
• 'Split' characters between headers have been changed from '|' to '>'.
• Change to final question phrasing for Assessment, TCM, and Treatment notes.
• Interviews on the Assessment question regarding Informal Test Processes are now split into Teacher, Patient, and Family interviews.
• Buttons on question screen have been redesigned to make them more intuitive visually.
• Button added to allow going back to previously answered question.
• Buttons added to allow user to finish a note at a later date, restart the note, or delete the note and associated service record.
• Some questions are now optional and have a 'Skip' button that lets you bypass them.
• Refactoring work to make service note information bolder and easier to view
• Assessments now accept hours per day/week/month/year as frequencies for recommended services.

Bug Fixes

• Fix final glitch in Cluster #1 release Wrap text in the “Additional Details” display for showing preferences.
• Show loading panel now when answers or other commands are submitted to server on the Q&A pages
• Now showing loading panel when requests are submitted to the server on the Q&A pages.

Testing Instructions

• The following document contains testing instructions: E:\SpEdCARE Test\20140701 Formatted SpEdCare Service Record Notes\20150122 Testing Instructions for Formatted Notes Cluster 1p5.doc

Comments

• This release addresses the requested changes and reported bug fixes in Cluster 1.5

Version 8.7.2

Release Dates

• Released to the test server: 01/16/2015
• Released to the live server: 01/16/2015

New Features or Changes

• None

Bug Fixes

• Fixed major issue with Service Notes - Add New Answer

Testing Instructions

• No functional testing required
• No acceptance testing required

Comments

• None

Version 8.7.1

Release Dates

• Released to the test server: 01/14/2015
• Released to the live server: 01/15/2015

New Features or Changes

• If the practitioner has a choice and has not selected formatted notes, we remind them what they have selected when then enter any service record entry screen
• Answer entries have been spellchecked
• ‘Version’, ‘Revision’, and ‘Edition’ references have been removed where appropriate
• Grammar fix on Assessment note – objectives identified
• Grammar fix on Treatment note – evaluating how the patient feels
• Question: “Is there a written report of your evaluation?”
  1. Answers have been put into specified sequence
  2. File Upload answers created and linked into file upload question
• Outcome of Assessment: New answer entries added and linked to provide the practitioner the ability to indicate they have service recommendations but they do not want to record them in SpEdCare
• Changed the option screen (Enter More Service Records; Quit” to say “Quit and Return to SpEdCare HOME screen.
• Added instructions for how to use the existing note box on the formatted notes specific service record entry screens
• Repurposed notes textbox on preference screen to be used for additonal details about any selected preference

Bug Fixes

• Fixed major issue with Service Records - View. There was a problem with how it was handling inactive services and aliases.

Testing Instructions

• No functional testing required
• Please verify that all items under 'Cluster #1' in E:\SpEdCARE Test\20140701 Formatted SpEdCare Service Record Notes\Formatted Notes Remaining Tasks Revised at meeting 20150109.doc are completed as requested

Comments

• This release contains everything requested under "Cluster #1" and some features in "Cluster #2"

Version 8.7

Release Dates

• Released to the test server: 01/06/2014
• Released to the live server: 01/08/2014

New Features or Changes

• Service Note Preferences
• Formatted Notes
• Service Name Aliases for Existing Services for Client/Group Pairs
• Initial Alias Data for EGUSD
• Custom Services for Client/Group Pairs
• Initial custom service data for EGUSD

Bug Fixes

• None

Version 8.6.5

Release Dates

• Released to the test server: 9/14/2014
• Released to the live server: Rolled into 8.7

New Features or Changes

• Service Note Formatted Notes (for practitioners only)
• Service Note Preferences (for practitioners only)
• Service Note Enforcement and Audit Trail
• Introduction of JQuery Mobile Front End Framework (desktop, tablet, and phone optimized front end framework)

Bug Fixes

• None

Version 8.6.2

Release Dates

• Released to the test server: 12/01/2014
• Released to the live server: Released as part of 8.6.3

New Features or Changes

• Service Name Aliases for Existing Services
• Initial Alias Data for EGUSD

Bug Fixes

• None

Version 8.6.1

Release Dates

• Released to the test server: 11/28/2014
• Released to the live server: 11/28/2014

New Features or Changes

• Initial Tri Assessement Split

Bug Fixes

• None

Version 8.6.0

Release Dates

• Released to the test server: N/A
• Released to the live server: N/A

New Features or Changes

• File upload capability added to Question Form answer page
• Stamps altered for clarity and brevity
• Recurring services (SBSC staff only)
• New Recurring Services One on One Service Record Entry Screen (SBSC staff only)

Bug Fixes

• None

Version 8.5.1

Release Dates

• Released to the test server: 05/27/2014
• Released to the live server: 05/27/2014

New Features or Changes

• Enhanced help system tweaks and changes
• Removed menu item for Recurring Services
• Video interactive and batch conversion scripts

Bug Fixes

• None

Version 8.5

Release Dates

• Released to the test server: 05/17/2014
• Released to the live server: 05/23/2014

New Features or Changes

• Enhanced Help System

Bug Fixes

• None

Version 8.4

Release Dates

• Released to the test server: 04/14/2014
• Released to the live server: 04/15/2014

New Features or Changes

• Recurring Services Lists Entry and Management Screens
• QForms Feature for WorkFlow

Bug Fixes

• None

Version 8.3.1

Release Dates

• Released to the test server: 12/17/2013
• Released to the live server: 12/17/2013

New Features or Changes

• Text changes for calendars and bell schedules

Bug Fixes

• Bug fixes for calendars and bell schedules

Version 8.3

Release Dates

• Released to the test server: 12/16/2013
• Released to the live server: 12/17/2013

New Features or Changes

• Calendar and Bell Schedules - Added default school (fiscal) year to all screens that ask for a school year
• 1:1 Aide Assignment - Added practitioner and patient filters for views

Bug Fixes

• Fixes for patient data app
• 1:1 Aide Assignment - Added duplicate check (dup check was incomplete)
• Calendars and Bell Schedules - Fixed bug with delete for calendar names and bell schedule names
• Calendar Control - Fixed issue with todays date being highlighted and this highlight conflicting with date selection indication
• Control Group Control - Fixed issue with premature step advancement
• Fixed an issue with financial reporting where certain parameters would use a less than ideal query plan incurring a delay

Version 8.2

Release Dates

• Released to the test server: 11/08/2013
• Released to the live server: 11/08/2013

New Features or Changes

• Caseload - Removed requirement that start or end dates provided could not be after earliest or before latest service dates recorded
• Browser logging - Added a new view BROWSER_STATS to users database

Bug Fixes

• Caseload - Fixed issue with start and end dates sanity checks

Version 8.1

Release Dates

• Released to the test server: 11/07/2013
• Released to the live server: 11/07/2013

New Features or Changes

• Caseload - Changed wording for start, end, and effective dates
• Caseload - Start and End dates are now required.
• Browser logging - Now logging in users database (WEB_BROWSER_LOG) user id and user agent strings for login requests

Bug Fixes

• None

Version 8.0

Release Dates

• Released to the test server: 10/25/2013
• Released to the live server: 11/06/2013

New Features or Changes

• Calendars and Bell Schedules (Re-release). We added periods to bell schedules.
• Recurring Services - Initial Release (Admin only)
• Improvements to data grid control to support recurring services. Service records - Record Multiple New and Recurring Services will benefit from these improvements.
• Official Support for Chrome
• Changed wording for start, end, and effective dates in Caseload

Bug Fixes

• Fixed issue with multi-record saves (intermittent operand type incompatible bug)
• Fixed multiple issues with Chrome
• Fixed bugs in Calendards and Bell Schedule

Version 7.9.5

Release Dates

• Released to the test server: 09/13/2013
• Released to the live server: 09/13/2013

New Features or Changes

• None

Bug Fixes

• Fixed issue with IE8 and Save One Service Record Screen

Version 7.9.4

Release Dates

• Released to the test server: 08/29/2013
• Released to the live server: 08/29/2013

New Features or Changes

• None

Bug Fixes

• Fixed trailing comma of death issue in NumberBox control.

Version 7.9.3

Release Dates

• Released to the test server: 08/28/2013
• Released to the live server: 08/28/2013

New Features or Changes

• None

Bug Fixes

• Fixed issue with LEA coordinator screens that require a practitioner selection

Version 7.9.2

Release Dates

• Released to the test server: 08/23/2013
• Released to the live server: 08/23/2013

New Features or Changes

• Comsetic and functional improvements to help screen and whats new section of home page
• Delete for Patient treatment groups

Bug Fixes

• None

Version 7.9.1

Release Dates

• Released to the test server: 08/20/2013
• Released to the live server: 08/20/2013

New Features or Changes

• Updated help screen
• Updated "whats new" section of home page and added a permanant FAQ link to this section
• Worflow App has been updated with "Work Control" feature

Bug Fixes

• Fixed issue with AnI menu

Version 7.9

Release Dates

• Released to the test server: 08/09/2013
• Released to the live server: 08/18/2013

New Features or Changes

• Group Speech & Psych - Patient Groups
• Group Speech & Psych - Service Record Entry
• Calendar and Bell Schedule Screens have been temporarily taken offline
• 1:1 Service Record Custom Entry Screen has been temporarily taken offline

Bug Fixes

• Cleaned up some issues with the selection control
• Corrected a potential issue with the data grid control that may have been causing save issues

Version 7.8

Release Dates

• Released to the test server: 07/05/2013
• Released to the live server: 07/xx/2013

New Features or Changes

• Calendar and Bell Schedule Screens
• 1:1 Service Record Custom Entry Screen

Bug Fixes

• None

Version 7.7.1

Release Dates

• Released to the test server: 07/03/2013
• Released to the live server: 07/03/2013

New Features or Changes

• Modified school site label in 1:1 assignments screens
• Added a new tab 'ClientDetails' to Workflow Summary report.
• Updated the A&I report template and permanent data tables with the 12/13 fiscal year totals.

Bug Fixes

• Report distribution - Fixed issue with relative fiscal years that impacted end of year/start of year reporting.

Version 7.7

Release Dates

• Released to the test server: 06/27/2013
• Released to the live server: 06/xx/2013

New Features or Changes

• Calendars and Bell Schedules
• 1:1 Aide screen changes to support calendars and bell schedules

Bug Fixes

• None

Version 7.7

Release Dates

• Released to the test server: 06/27/2013
• Released to the live server: 06/27/2013

New Features or Changes

• Added school site field to 1:1 assignments
• Added two new tabs to the staff schedule report. One is the summary of hours in Workflow and another is summary of hours for each client with oldest service and received dates

Bug Fixes

• Rolled back dup service record change
• The hours left over and hours assigned for workflow reports were modified since they were giving wrong numbers when the file is being re-assigned to another staff.

Version 7.6

Release Dates

• Released to the test server: 06/17/2013
• Released to the live server: 06/17/2013

New Features or Changes

• Proxy claims base infrastructure
• Proxy claims for 1:1 work

Bug Fixes

• Bug fix for client edit

Version 7.5.1

Release Dates

• Released to the test server: 05/22/2013
• Released to the live server: 05/22/2013

New Features or Changes

• Changed background color of patient absent instruction from red to blue. The red background was causing users to think they had done something wrong.
• Modified Incoming Input Batches to support dates rule for work posted after 12PM

Bug Fixes

• Fixed spelling error in email sent from Workflow app for AnI report

Version 7.5

Release Dates

• Released to the test server: 05/16/2013
• Released to the live server: 05/17/2013

New Features or Changes

• Initial release of 1:1 Aide tracking
• Re-corrected an oversight in service record save with absent patients and TCM or Asmts
• Updated wording on screens for Report Distribution

Bug Fixes

• Bug fixes for report distribution and AandI report

Version 7.4

Release Dates

• Released to the test server: 05/08/2013
• Released to the live server: 05/10/2013

New Features or Changes

• Corrected an oversight in service record save with absent patients and TCM or Asmts
• Improved efficiency of logic for service record save

Bug Fixes

• Bug fixes for report distribution and AandI report

Version 7.3

Release Dates

• Released to the test server: 04/22/2013
• Released to the live server: 05/07/2013

New Features or Changes

• Report Subscribers
• Report Subscriptions
• Automatic report distributions (weekly and monthly financial reports for clients)
• Automatic report distributions (AandI report)

Bug Fixes

• None

Version 7.22

Release Dates

• Released to the test server: 03/18/2013
• Released to the live server: 03/18/2013

New Features or Changes

• None

Bug Fixes

• Fixed issue with CRCS report.

Version 7.21

Release Dates

• Released to the test server: 03/05/2013
• Released to the live server: 03/05/2013

New Features or Changes

Project: Practitioner Notes

• Modified default note template

Bug Fixes

• Fixed issue with error handling. This was brought up by an error that was mishandled in reports.

Version 7.2

Release Dates

• Released to the test server: 02/12/2013
• Released to the live server: 02/13/2013

New Features or Changes

Project: Caseload data added to Amounts Paid by Eligible Patient Report

• Change to the report
• If the patient received no payment for services BUT is on a practitioners caseload, we include this data in the report.

Bug Fixes

• Fixed duplicate display issue with edit screens and the View Patient Service History button

Version 7.1

Release Dates

• Released to the test server: 01/30/2013
• Released to the live server: 01/31/2013

New Features or Changes

Project: SBSC Staff Service Record Entry Screens - View Patient Service History Button

• Initial release
• Button is for SBSC staff only.
• When the current system detects that you may be saving a duplicate record, it provides a warning.
• This button provides a way to see details for that warning
• It appears next to the service selection on Service Record entry screens
• When you click on the button you receive on screen notes that show the following:
  1. Records you will duplicate if you save the record you are entering
  2. A complete 13 month history of the SELECTED service for the selected patient
  3. Existing duplicate records
• PLEASE NOTE: When you are editing a record, the record you are editing will show up as a duplicate. Ignore this. We are planning on fixing this in the next release

Project: Recent A&I Files View

• Initial release
• Show the last 14 days of file uploads from A&I

Bug Fixes

• Various bug fixes for Worflow 2.0

Version 7.0

Release Dates

• Released to the test server: 11/20/2012
• Released to the live server: 01/25/2013

New Features or Changes

Project: Caseload

• Initial release

Project: Help Screen

• Initial release
• At this time it only contains instructions for how to use caseload

Project: Home Page (Private) Redesign

• Split page up into two columns. First column contains quick launch buttons (as before). Second column contains news.

Project: Workflow 2.0

• Initial release

Bug Fixes

• None

Version 6.99

Release Dates

• Released to the test server: 10/19/2012
• Released to the live server: 10/23/2012

New Features or Changes

Project: Workflow 1.0

• Initial release

Project: Submit Claims Flag for Practitioner

• Added a flag (very similar to the submit claims flag for patients) for practitioners.

Project: 5010 837 file

• We switched to using the new 5010 format

Bug Fixes

• None

Version 6.98

Release Dates

• Released to the test server: 10/09/2012
• Released to the live server: 10/11/2012

New Features or Changes

Project: Update Pracititoner Group ID via Spedcare Website and not on SQL Management Studio

• If a practitioner HAS service or claim records we DO NOT permit changing discipline groups. We now allow a change if:
  1. the new group is compatible with the old
  2. you are changing from 'Cred/Lic. Not Verified' to a discipline group, the new group has to be compatible with the discipline group the practitioner was originally part of.
• If the practitioner DOES NOT have service or claim records, you can change the discipline group to whatever group you wish.

Bug Fixes

• None

Version 6.97

Release Dates

• Released to the test server: 09/21/2012
• Released to the live server: 09/26/2012

New Features or Changes

• None

Bug Fixes

• Speech group fixes
  • Rolled back allowed procedure changes for practitioner groups 45 and 46. This will stop entry of possible miscoded claims.
  • Created new practitioner groups for unlicensed speech
• Added SUBMIT_CLAIMS flag for Patients and all of the supporting changes for this flag. This was added for SBSC (including A & I) users only (Client users are next). This flag will be used improve enforcement of parental/guardian consent for billing.
• Modified Practitioner Review report to sort first by allied discipline group
• Fixed issue with Clients - View. Address 2 was being displayed in place of notes

Version 6.96

Release Dates

• Released to the test server: 09/05/2012
• Released to the live server: 09/05/2012

New Features or Changes

• None

Bug Fixes

• Fixed performance issue with database framework for queries and stored procedures. The entire site will see a performance boost.
• Fixed sorting issue with clients view and selection
• Fixed bug with Patients - Delete. The active flag was being set to the wrong value (0 instead of 'N')

Version 6.95

Release Dates

• Released to the test server: 08/24/2012
• Released to the live server: 08/24/2012

New Features or Changes

Project: Display Each Practitioner's "Abbreviated" Allied Discipline Group On The Four Financial Reports

• Added group name abbreviations for allied discipline groups to our groups data
• Concatenated this abbreviation to the practitioner's first name on our four financial reports
  1. Amounts Collected by Practitioner and Check Date (One Period)
  2. Amounts Collected by Practitioner and Check Date (Two Periods Compared)
  3. Amounts Collected by Practitioner and Date Services Rendered (One Period)
  4. Amounts Collected by Practitioner and Date Services Rendered (Two Periods Compared)

Bug Fixes

• None

Version 6.94 - 08/21/2012

New Features or Changes

• Per request, changed buttons and dialog text for Forgot Password

Bug Fixes

• None

Version 6.93 - 08/20/2012

New Features or Changes

• Per request, changed text of buttons under Change Password

Bug Fixes

• None

Version 6.92 - 08/17/2012

New Features or Changes

• Clients - View has more filter options

Bug Fixes

• 2 period financial reports had a bug. This has been fixed.

Version 6.91 - 08/13/2012

New Features or Changes

• Added Patient Note button to patients select on Amounts Paid by Eligible Patient report

Bug Fixes

• None

Version 6.9 - 08/08/2012

New Features or Changes

• Added please wait dialog for all notes buttons
• Refactored Patients View to use normalized eligibiliy data. This should provide a performance increase for broad filters.

Bug Fixes

• Fixed bug in dialogs where title of last open dialog was being used for later dialogs if user clicked on the X instead of OK.

Version 6.8 - 08/06/2012

New Features or Changes

• Added a Patient Notes button to Service Record - Record New, Record Multiple New, and Edit for SBSC users. Clicking on the notes button will display eligibility data for the currently selected patient.
• Added a default practitioner note for Practitioners - Record New for SBSC users.

Bug Fixes

• Fixed issue Service Record Record New & Edit. Clicking on Add Patient would clear DOS entered. Button is supposed to clear patient entered, this works properly now.

Version 6.7 - 08/02/2012

New Features or Changes

• Batch delete for SBSC staff
• Tweaked reason/are you sure dialogues to make are you sure message more prominent

Bug Fixes

• None

Version 6.6 - 07/25/2012

New Features or Changes

• Chuck Report (Amounts Collected by Eligible Patient and Date Services Rendered (Two Periods Compared))
• Improved usability for record saves
• Tweaked columns displayed on LEA/MAA Setup Issues report, report is usable now

Bug Fixes

• None

Version 6.5 - 07/11/2012

New Features or Changes

• Added date range (Date of Service) to Service Record Edit & Delete for SBSC Users
• Added MAA Cross Reference With Setup Issues Report (view)
• Created instruction screens for Patient Edit/Delete for A&I and Client Roles. These are linked to quick start buttons.
• Added help button to quick start buttonsa

Bug Fixes

• Fixed future issue with partner database restoration (needed to restore supporting permissions and indexes)
• Fixed quick start buttons issue

Version 6.4 - 06/28/2012

New Features or Changes

• A&I Role
• Warnings for unusually long service durations
• For SBSC users rsemoved auto population of service list for step 7
• Tool to assist in easy refreshment of test server data

Bug Fixes

• Fixed issue with district rep last and first name being transposed

Version 6.3 - 06/19/2012

New Features or Changes

• Updated batch tasks to begin generating normalized patient eligibility data

Bug Fixes

• Fixed issue with client notes that was causing duplicate client listings
• Future dates are now allowed for first and last check in client add and edit

Version 6.2 - 06/08/2012

New Features or Changes

• Added "zeros" filter option to financial reports

Bug Fixes

• None