Permissions & Security
Date fields in Quick Edit is now showing correctly: We’ve successfully resolved a rare issue where date fields with single-digit dates or months wouldn’t display correctly in the Quick Edit panel.
PocketWatch (Roster) History Panel: Enjoy a faster and an improved PocketWatch history in the ARM (CRM) history panel.
Editing Roster/award rules: No more than one chef in the kitchen at a time! To avoid any errors or unexpected behaviours occurring while editing roster/award rules, we’ve introduced a page lock function that will prevent two users editing the page at the same time.
We’re introducing a new page lock when a user is trying to edit roster/award rule groups which has been opened for editing by another user at the same time.
Reintroduction of the ‘Save’ button on the Edit contact/staff page: We’re listening to your feedback! In our recent permission updates, we enhanced the workflow for editing contacts. We gave you the ability to edit contacts within a new tab, simplifying the process as it automatically closes upon selecting ‘save + close’ or ‘cancel’ but to accommodate different preferences, we’ve reintroduced the ‘Save’ button on the page for those who prefer saving as they progress.
GOMS (Goals) client report for additional measures: We’ve made improvements to the GOMS (Goals) dashboard by including additional measures and now as promised, we’ve introduced a new graph in the GOMS client report that displays these additional measures. Generate this in the GOMS Reports section by selecting the GOMS client report.
All claims with JPEG file type can now be emailed as provider invoices: You can now edit and approve an existing claim which has been put on hold with a ‘.jpeg’ attachment, additionally an email is sent to the client with the provider invoice attached correctly.