New Features
Custom Staff Profile Fields
- Staff License Required- There is now an additional section under "Organization" where you will be able to create custom staff information fields. This will allow users that have purchased staff licenses to store additional staff details. You may also notice that "Client Data" now reads "Client Information" for more clarity.
- For those users that have staff profiles, you will see an additional section when you click on that user called "Staff Information".
- Staff Information is also available in the activities reporting as a filter as well as column
Staff Information in dynamic fields
- Staff Information is now available to be set up as a dynamic field in session notes. Please note that this will only pull the staff information for the person completing the note. This will include both standard staff profile information as well as custom staff information fields.
Staff Programs
- There is now a new section when adding a program for Staff Programs. Programs that are created as staff programs will provide the option in the library to be added to a staff to be able to collect data. This requires a purchased staff license.
Hi Rasmus Catalog
You can now access the Hi Rasmus catalog from the library and program pages. The catalog contains program packages that can be assigned to clients, staff or to your library. Please note that only manager and supervisor roles will be able to add packages from the catalog.
Improvements
- Updates have been made to improve the graphing display when selecting "All Time".
Issues Resolved
- [Lumary] - [Fixed] - Place of Service was not populating appointment details in the Lumary integration.