2023-07-01 Release Announcement

With every release, there are always minor changes and updates. Below are some of the more impactful changes made.

General Updates

  • Added the ability to tag a client's document as confidential.

  • Added the associated staff permission to allow staff to view confidential client documents.

  • Changed the in house dashboard to perform a continuous scroll for alerts, tasks, courses, and growth plans.

  • Added the ability to edit questions in the Screening Questions library.

  • For centers using the Prospect feature, the Prospect tab is now constantly viewable even while viewing clients in the Intake status.

Clinical Updates

  • Clinical reports have been updated with additional fields.

Report Updates

  • Added the Active Client report.

Custom Requests

  • For a particular client, the counselor's signature is now required on printed versions of treatment plans.

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