New Features and Updates
Following are the changes in this release:
There will be an update to the Caregiver mobile app & Agency mobile app with this release. The version of the Caregiver app will be 2.45 (code push 1.0). The Agency app will be on 2.13 (Code push 1.0). The minimum operating system requirements are “Lollipop” for Android and v11.0 for Apple devices.
User(s) will have the ability to add the restore date for on Hold clients. At the time of updating the status of the client, system will prompt the users to select restore date that they want the client to become active again on that date.
This restore date will be shown on the at the time of changing status from active to any other status.
Please note that on the specified restore date, the system shall automatically change the client’s status back to “Active” without requiring manual intervention.
With the latest update rolling now you will be able to view the values of the client filter as per the selected Office and Territory. If all of the office and territories are selected All Clients values consist of the values of the clients from these offices and territories.
Accordingly the Payer filter values will be dependent on the selected Office, Territory and Clients.
On the finalized invoice as there is no territory filter hence the client filter are dependent on the Office filter values and accordingly the Payer filter values are dependent on the Office and Client filter values now. Also, if you change the values for the dependent filters this will reset the previous selection to all.
User(s) will now be able to multi – select the offices on the Account register – Receivable screen. New Office Column has been introduced for the user to know which client belongs to which office.
Sorting is available for the users to sort Office wise if they wish to see the data office wise.
This will help the users to view data for multiple offices in one go.
User(s) will have the ability to now adjust the daily schedule time with negative parameter as well in the Adjust Time Textbox.
The adjusted time in Negative parameter will be done by adding “-” in front of the minute that they wish to move the schedule backward.
A new filter labeled “Caregiver Status” has been introduced in the Missed Clock In/Out Report. This filter allows users to filter report data based on the status of caregivers. The Caregiver Status field is a mandatory field. The Caregiver drop-down field will now only be available once a selection is made in the Caregiver Status filter. The Caregiver drop-down dynamically updates based on the Caregiver Status chosen.
The finalized payroll and finalized invoice screens now include options to indicate Overtime (OT) and Holiday hours. Under the Highlight section, users will now find two additional checkbox options:
To provide visual differentiation:
Now with the latest update you can select the office filter as multi-select in the available report. With this update now the grouping will be provided as per the Office only. You will also be able to view the total hours for the week per office at the end of each office and the grand total for hours per week available at the top of the first page and bottom of the last page. The week grouping is now working based on the date range selected in the filters. Week start/end as well as week numbers will now be decided based on the Schedule Start Date From and Schedule Start Date To filters.
With the new updates rolling out we are now providing the facility to control the profile picture availability on the Caregiver Applicant form. You can now mark the profile picture as Optional, Mandatory, or Disabled.
You can also control the document upload for Educational Background, Certifications, and Employment History on the Caregiver Applicant Form. When the particular section is Enabled and Is mandatory set as Yes, the setting will be available where the user can mark it as optional or mandatory. By default, this will be mandatory but the user can change this to Optional as well. This will enable the applicant to skip adding any document for the section even if the rest of the section is kept as mandatory on the caregiver applicant form. If the section is disabled or is not mandatory this field will not be editable.
Provider Agencies will have the ability to pay Home travel compensation to caregivers if they wish to.
User(s) will have the ability to enable the setting from Office settings -> Payroll tab -> Travel time setting.
Once the setting is enabled, agencies will reimburse for caregivers traveling to and from their homes i.e.
Note: The above is applicable only when pay for travel is between “Any Consecutive Shift in the same working day” & also, when Address is available under caregiver’s profile.
System will calculate mileage, travel time, or both based on the selected options, utilizing Google Maps to determine the shortest route or the shortest time between the caregiver’s home and the first client’s location, or between the last client’s location and the caregiver’s home.
The unit of time or distance calculated by Google Maps shall be used for reimbursement calculations and shall be multiplied by the rate specified in the existing rate field to give the total amount of Travel Home compensation.
Home travel compensation will be shown on the Generate Payroll & Finalized screen as well for the caregivers.
Caregiver will have the ability to add expenses in the meeting in case they have incurred any. The expense is added, it shall be added a payable by default & agency user will have the ability to make it not payable. The meeting window will have a new tab in the name of expenses where in the data shall be populated as entered by the caregiver & then agency user will be able to make changes it required.
Caregiver will get mileage based on the travel they have done to from client’s location for the meeting that they have.
Mileage will always be calculated on the basis of client’s clock-out location to Agency’s office location or vice versa i.e. office’s location to client’s clock-in location.
Mileage for meetings will only be calculated when travel time feature is turned on for reimbursing the travel time to caregivers under office settings → Payroll → Travel Time option is turned on.
This will be applicable & shown on Payroll screens
There is an update to the caregiver mobile application, which introduces push notifications for schedule synchronization. Caregivers will now receive push notifications whenever changes are made to their schedules in offline mode. Notifications will occur twice daily at 8 AM and 8 PM, directing users to the ‘dashboard’ section of the app when tapped. Also, a highlighted ‘Synchronization Icon’ will indicate any un-synced schedules, both on the dashboard and in the schedule detail section, until the app syncs successfully. The caregiver mobile application will trigger notifications for the following actions even when offline:
Going forward, the Start date & End date for payer program will be marked as mandatory.
New Payer INHUM is added for the state of Indiana in Sandata & various payer programs related to the same have been added as well for PCS & HHCS services both.
New pre-billing validation will come when diagnosis code & modifiers is missing at schedule level while exporting the file. User will have the option to ignore & go ahead to download the file or post to SFTP. Please note that Logs to be maintained so that we know in case required if the user have ignored & file is exported as CSV or SFTP.
On the CareBridge data post screen, user will have an option to perform sync so that all relevant schedule are populated on the Data post screen for posting.
1. The Data that will be sync’d will be
Once the data is synced, then message will be displayed “Client’s schedule data has been synced”.
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