11.9.1 Beta Release Notes

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Supervisor Signature: Designate which forms or notes are required

Admins can now designate which forms or notes specifically require a supervisor’s signature in System Setup (Supplemental).

1. Overview of the “Supervisor Signature Required” workflow: 

   1. System Setup (Supplemental) → Supervisor Setup → select your desired forms and/or notes

   2. Maintain Users → select a user → enter a user in the Supervisor dropdown → check box for Supervisor Signature Required

   3. Your staff finalizes a designated form or note

   4. If billable, billing data does NOT send (yet)

   5. Supervisor (as per Maintain Users) gets a reminder on their Reminders List

   6. Supervisor clicks the form or note name, it opens, and they sign

   7. Billing is sent to billing, and the reminder is removed.

After admins added rows to a Chart Fixed Row field in Form Setup, end users were experiencing infinite spinning. The issue is fixed and users can add rows as desired.