watch the recap video! Custom report tags: New tags are now available for custom 94six reports, allowing you to display data in tables as well as lists. Client/contact merge optimisation: Client and contact merging now occurs in batches, improving merge speeds and system performance. Search parameters: A new search parameter ‘Attached to PocketWatch program’ has been added to eMarketing searches allowing you to search for all contacts within a client where a contact is associated with a PocketWatch program. Stop form completion emails: A new option has been added to the ‘Publish’ step when creating formSPACE templates. Selecting ‘Notify form creator via email’ will send form completion notification emails to the original creator. Plan Utilisation Report: Two new columns, ‘Support co-ordinator’ and ‘Plan manager’ have been added to the GENIUS Plan Utilisation Report.OCR functionality for Plan Managers: Optical character recognition (OCR) functionality is now available for Plan Managers when uploading provider invoices into GENIUS! This new functionality automatically scans invoices in the upload process and populates the required fields in the ‘Manage provider invoice’ area as well as inserting the line item information in the ‘Managing claims’ area in GENIUS, significantly reducing data entry time required. Below are the key changes to the invoice/claim creation process:A new ‘Upload invoice’ field allows you to import PDF invoicesClicking the new ‘Process invoice’ button initiates the OCR scanInvoice/claim fields will be automatically populated and any unrecognised data will be flagged for you to manually inputIf the imported information matches a GENIUS client, then the price book and line item information will also populated Invoice type warnings: Warnings now appear on the ‘EDIT CLIENT NDIS ITEMS’ page for shifts, rosters, roster templates and roster template shifts if the ‘INVOICE TYPE’ selected does not match the invoice type specified in GENIUS.​Timesheet page update: A new option, ‘Hide line items with zero units’ has been added to the timesheets page. Selecting this option will hide line items in the ‘CLIENT NDIS ITEMS’ panel if the’UNIT’ is equal to 0.