11.7.0 Beta Release Notes

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Supervisor Signature blocks billing and creates a reminder

NextStep now supports requiring a supervisor signature on notes and forms before billing can be sent. Admins can assign a Supervisor to a user in Maintain Users, as well as check a new permission called Require supervisor sign-off.

From then on, when that user seals or finalizes a form or note, the billing information does not send to billing until their designated supervisor signs off.

Those designated as supervisors will see a new section on their Reminders List, called Supervision, upon receiving these automatic signature requests. Clicking the form or note will pop up a new window, where the supervisor can read and then sign that form or note.

Users now have the ability to narrow down the Goals visible in the treatment plan builder by Program. This is helpful for users who want to make decisions about their client's treatment but not interfere with other programs' decisions.

Form Setup/Form Builder users now have the ability to reenable a form that was previously discontinued.

Navigate to Admin Tools -> Form Setup (or Form Builder) to see discontinued forms displayed below any active (in use) forms in the dropdown of forms. Select a Discontinued form, and click the new Reenable button to reenable that form.

High-complexity treatment plans were causing the printable version of treatment plans to display goals as addressing problems they weren’t. This has been fixed and now for a given problem, only its associated goals will display.