Release Notes 10/13/2023 - 10/26/2023

Release Notes

Individual->Basic Info

Customers now have a greater choice in appropriately documenting an Individual's Race and Ethnicity.
As Race now a separate data point, System Admins and those with permission must access iCM-Settings->Individual Settings and select if you would like the default terms to appear or start with a blank slate and create your own. Either way customers can Add/Edit/Delete from these lists.
These terms will then appear in the respective drop downs for staff selection in the Individual's Profile->Basic Information area.
This division will also appear in it's own column in the Individual Report and when generating or printing the FaceSheet.

Individual Billing View Report

The Individual Billing View Report has been enhanced to enable customers to select up to one years' worth of data by selecting an Individual.

ABC Data Form

There is a new setting for Physical Management Techniques to appear on the ABC Data Form.
These techniques can be customized from Admin Tools->ABC Template.
Customers can select from the Default terms or start from a blank slate and build out their own custom terms.
For more information on the ABC Data form, please use this link.

CareTracker: ADL/Supports Services

Staff opening CareTracker ADL/Supports tasks will now not only find the Protocol displayed, but also any information entered as Assistive Devices/Technology and Durable Medical Equipment.
Building ADL/Supports occurs in the Service Tab.
More information on setting up services in CareTracker, click here.

Workflow Manager

Workflow Manager now includes the ability to set a notification when a Custom Form has been submitted. Custom Forms are created in iCM's Form Builder Module.
Another addition in Workflow Manager enables the customer to configure a notification when Staff were reported to be involved in a Vehicle Accident/Incident. This includes both Driver and Staff as passengers.
More information on Workflow Manager can be found here.

Fleet Management

The Fleet Mileage export now includes the additional trip information for any Individuals transported which may also include the Program, Funding Stream and starting/ending mileage and location, This also includes calculations of how many miles were traveled and how many miles are directly associated to each Individual.
This report is based on the Setting in Admin Tools->Mileage Settings. These settings control both the Mileage entry for Personal and Agency Vehicles.
Here is a link to the Fleet Mileage where Mileage Settings that govern the Fleet and Personal Mileage Export is explained.
Vehicle history is now also captured for the Procurement and Assignment sections.

Drill Module

The Drill Module scheduling now enables customer to make bulk changes to the schedule of events.
Need more information on Drills? Try this link.

Behavior Support terms.

Individual Profile->Basic Info->Behavioral Supports: customers can now set custom terms to be displayed here.
The default terms are currently available and terms can be added, edited or deleted from Admin Tools->iCM-Settings->Behavioral Support Settings.
Behavior support terms are also reflected in the Individual Report and the Facesheet and Echart-> Services->PCP Training Checklist.

Plan of Correction (POC) Module

The POC Module now includes the ability to assign Tasks directly to a Staff.
Enhancements were also made to add a few safeguards in data entry and the drop down for Individuals now includes Discharged Individuals for association with a citation.
Full information regarding the POC is found here.

PCP Review

Start and End dates of each PCP Review are are prominently displayed on the dashboard of the module.
PCP Review information can be found here.