2023-07-31 Release Announcement

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

General Updates

• When recording the client's previous date of treatment, the date picker has been changed from day/month/year to just month/year.

• When reinstating a client, there is a new checkbox to move the client's profile directly to the prospect tab. This will assist intake officers in facilitating a re-admission to the program.

• Staff roles & permissions are now organized by center type. For example, all of the enterprise permissions are grouped together, as is the case with the mobile and clinical workflow permissions.

• The following new permissions have been introduced

  • Shift Log access.

  • Prospect queue access.

  • The ability to view confidential notes.

  • Screening Questions Library.

  • Merge client ability.

  • View Advanced Analytics.

  • Change Master Bill of Services.

  • Edit the Goals Library.

  • View & request lab orders.

  • For clinical workflow users, the ability to un-sign notes.

• On the enterprise side, there is a new tab for applicable centers titled "Lab Order". This tab allows applicable staff members to create a lab test and print the associated label. Please note, centers will need to purchase a DYMO 550 device to print the labels.

• The Time Travel feature has been further optimized to decrease the load time.

Clinical Updates

• When creating a prospect client, the intake officer can now indicate that the client is a Peer Recovery client, which allows for additional billing options. Please note, in order to bill the insurance agency via Sober Peer, billing must be set up prior to the invoice being submitted.

• AI Augmentation now considers notes.

Report Updates

• The Client KPIs by Center report has been updated to also include the current ASI & Faith scores.

• The Signed Unsigned Report has been updated to include a new column titled "Group Note".

• Admin > Advanced Analytics. The reports have been updated to reflect client requested changes as well as introduce additional filters.

Custom Requests

• For a specific center, clients that are discharged are no longer deactivated.

• Integration is complete with Millennium Health for lab orders. This feature is now available under the client's profile.