Release Notes - RL 2.0

CORE PLATFORM RELEASE NOTES:

• UPDATE: New service episodes feature that introduces the discrete concept of "service episodes" for each participant.
  • Manage services form is no longer a participant profile sidebar menu item, all manage service actions are now down from the service episodes page where options are available based on dynamic context of the participant
  • Service episodes are now tracked over time with each episode beginning with an intake and ending with a discharge. Discrete actions taken via manage services are captured as part of a service episode for appropriate tracking of changes
  • Participant reactivation has been renamed to "start new service episode" and will generate a new reactivation intake session to allow for changes to core participant data (as well as track a unique re-intake session for customers reporting and billing purposes as needed)
• UPDATE: Allow for deployment of custom template types using default custom_templates in the enterprise library
• UPDATE: Display dynamic custom deployment of templates in the core application UI when enabled
• FIX: Instances where recovery plan goals would not render fully in the expanded view
• FIX: Forms reloading for templates without user input in unique cases
• UPDATE: Change navigation destination when changing organization selector for multi-membership users
• FIX: Instances where inactive participant status would prevent read-only view of the participant profile
• UPDATE: Allow for the creation of enterprise associated services organizations without the requirement for a new administrator user creation
• FIX: Time zone conversion issues for user times in form templates
• FIX: Instances where participant context would not reset when starting a new intake session
• FIX: Instances where recovery plan would not adjust to participant context changes
• UPDATE: Session context documents to prevent multiple-tab/window content saving failures
• UPDATE: Add additional reporting application control fields and corrections on existing control fields to improve reporting data coverage and utility
• FIX: Instances where adding new staff members would result in form submission failure
• FIX: Failure of uploading new organization or enterprise logos
• FIX: Display errors when viewing session template expanded views
• UPDATE: Handling of activity log default table views
• FIX: Prevent Staff phone numbers validating against staff and participant phone numbers, and only validate against other staff
• FIX: Calculation of length of time limited to only hours and minutes, and prevent inclusion of seconds
• UPDATE: Add additional last activity options for participant profiles
• UPDATE: Allow staff and participants with new memberships created using the same primary account email to result in multi-memberships versus error messages preventing intake/creation
• UPDATE: Behavior of the next block function in template forms to allow for moving forward and refocusing to the top of the next block
• FIX: Instances where social security number was not always masked in participant profile views
• UPDATE: Behavior and display of participant notes section in the staff application
• FIX: Instances where participants would be prevented from saving consent changes in the participant portal
• FIX: Instances where customization of fields and blocks in the enterprise library would fail
• UPDATE: Feature enhancements for the enterprise dashboard with new filters and KPIs
• FIX: Instances where custom validation field for custom fields in the enterprise library would not display correctly
• UPDATE: Changes to role based application sidebar to simplify navigation
• FIX: An issue with slow load times for organizations using the org appointments feature
• FIX: Conditional fields allowed to be required only when conditionally shown based on settings in the enterprise library
• UPDATE: Allow a min and max setting on integer/number fields in the enterprise library
• FIX: Instances where some fields would propagate with pre-filled information when using certain internet browsers
• FIX: Consider the contact_success variable when calculating last activity
• UPDATE: Expand table summary view coverage including program ID display
• FIX: Display failure of certain custom deployments of templates within the core application
• UPDATE: Enhancements to form submit verification on screen to provide users ability to see successful saving of forms or provide UUIDs in the case of failure for faster support resolution
• UPDATE: Enhancements to the forgot password function on the main login screen
• UPDATE: New reporting application filter types and microservice report types
• UPDATE: Handling of field validation on the use of save instead of next block within templates
• FIX: Display of custom forms in the participant portal
• UPDATE: Improvement of immediate data changes to a participant to prevent need for a refresh
• UPDATE: Improve UI for referral partners when logged into the core application
• UPDATE: Notification integrations for when participant consents are modified to a selection that would prevent storage of information electronically in core application
• UPDATE: Allow participants to edit core profile blocks in the participant profile without considering if any active membership is found to an organization
• UPDATE: Improvements to participant categorization on the all participants page UI
• UPDATE: Stripping HTML formatting for display of appropriate text throughout core application for content generated by staff or participants
• UPDATE: Include additional control fields in kiosk reports for additional information on check-in participants and kiosk members

• FIX: Improve access handling for inactive participants in the supported employment microservice and housing microservice
• FIX: Improve handling of kiosk deployment for new organizations
• FIX: Instances where pop-up notifications would not display for incoming SMS messages
• FIX: Prevent discharge of participants that have a GPRA record started but no discharge GPRA interview completed.
• FIX: Instances where GPRA related program IDs used UUIDs instead of alias IDs
• UPDATE: Improve handling of user states to refresh the notification hub microservice connection after a period of inactivity once logged in
• UPDATE: Improve UI of the referrals network for filters, sorting, and searching behavior
• UPDATE: Introduce automatic matching of potential referral network partner when creating new to avoid duplication instances
• FIX: Automatic refreshing of tasks each time the task hub interface is closed or reloaded
• FIX: An issue when selecting referral partner service types, the UI would automatically move to the bottom of a list of options
• UPDATE: Allow creation of referral partners without address or website or admin users for flexibility; allow creation of digital only referral partners
• UPDATE: Improve appointments microservice handling of data and service requests for staff and participants
• UPDATE: For disabled GPRA questions, remove their display in interview forms
• UPDATE: Expand referral service type taxonomy to allow for greater flexibility in categorization
• UPDATE: Allow for telerecovery customers to access and use a chat feature with any active participant
• FIX: Improve handling of special punctuation in entity string names
• FIX: Instances where document signing requests would be sent twice to staff or participants
• UPDATE: Global deployment of coordination boards for enterprises, organizations, and referral partner entities to allow for async communication and coordination
• FIX: Display of inactive locations selection at organization kiosks
• FIX: Prevent creation of referrals for inactive participants via the ad hoc type
• UPDATE: Improve handling of changes to SMS/chat views in global messaging to prevent reloading of the entire application page