Release 2.5 [Released September 29, 2023]

 New Feature: Allow caseworker selection at the Location but disable selection for certain services

  • Caseworker selection can be enabled by Location and adjusted by Service
    • Option 1: In the Location Settings, enable Caseworker selection during the initial choices of the booking process (after service, before date/time). This can be set to always be enabled even if there is only one Caseworker choice.
    • Option 2: In the Location Settings, enable the display of the Caseworker name during the Intake form step
    • Option 3: Disable Caseworker selection for specific services. In the Service edit screen, check the box within the appropriate location to disable Caseworker selection for that Service.

 

🖥️ Enhancement: Streamlined user interfaces for Locations and Services

    • We worked with a user experience designer to streamline the user interface on the Location summary table, Location edit screen, and Service edit screen

🖥️ Enhancement: No Show emails

  • a No Show email can be customized in the email templates area
  • If an appointment is marked as a now show, this email will be sent to the client (this must happen within 48 hours of the appointment to avoid the data expungement of emails)

🖥️ Enhancement: Custom email subject and reply to email address

  • If a Caseworker or Provider Administrator is editing an appointment, there is an option to send a custom email to the client
  • We added the ability to edit the subject of the email and add a customized reply-to email address to those emails

🖥️ Enhancement: Improved user interface for appointment confirmation screen

  • We worked with a user experience designer to streamline the user interface for the appointment confirmation screen.

🐛 Bug Fix: None for this release

 

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