2023-07-01 Release Announcement

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

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.

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

Last updated 2 years ago