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Release Notes for 9.09.02.4570

HomeCare

CARE-7864 : Enhance Cancel service screen Behavior for Completed Services in Daily Service Processing.

Menu Path: HomeCare > Processing > Daily Service Processing > Cancel

Enhancements have been made to the cancellation functionality for completed services to ensure consistent and accurate behaviour.

  • Removed the misleading message "This Service is not assigned to anyone" from the Cancel screen when attempting to cancel a completed service that is assigned to an employee.
  • Disabled the "Cancel & unassign service" button for completed services to ensure completed services cannot be cancelled with the unassign option

CARE-7908 : Remove terminated employees from generated services.

Menu Path: HomeCare > Maintenance > Employee Management

The system now ensures terminated employees are unassigned from future-generated services where they are the default employee in the associated service templates, preventing incorrect assignments.

  • Terminated employees are no longer assigned to services generated from existing service templates with a date after their termination.
  • Existing Scheduled services generated prior to or on the termination date remain unchanged.
  • Adjustments apply only to future-generated services where the employee is the default Employee in the Task Templates.
  • Completed or cancelled services after the termination date are not unassigned.
  • This update does not unassign terminated employees from manually assigned services where they are not the default worker, nor does it delete shifts associated with terminated employees.

PurchaseCare

CARE-7774 : Attach Buttons with counts are not displaying correct counts.

Menu Path: PurchaseCare > Dashboard > Orders > Authorise & Send

The Attach button functionality has been corrected to ensure proper display of document counts and enable document viewing and downloads.

Reports, RostCare

CARE-7782 : Care Minutes for Roster Report updates (EN as 10% of RN, report on Master Roster, manual Occupancy figure, and other changes).

Menu Item: Reporting > Reports > Care Minutes for Roster

The Care Minutes for Roster report has been updated.

  1. The Average Occupancy for the period can be entered as a parameter, overriding the occupancy calculated using Aged Care Web Services Occupancy data. If this field is left blank or set to zero, the ACWS Occupancy data will be used.
  2. The report can now be run on any roster type:
    1. Working Roster
    2. Master Roster
    3. Draft Roster
    4. Draft Master Roster

  3. The report now includes EN hours to a maximum of 10% of the RN hours target.
  4. A range of other formatting updates and fixes have been applied.
    1. NAPS ID now shown in report header
    2. Period in days now shown next to Date Range in header
    3. Header shows Roster Type: Working Roster/Master Roster
    4. Average Occupied Beds shows total bed count & period for ACWS Occupancy data, or “using Occupied Beds parameter” if parameter entered.
    5. Group Headings updated for greater clarity
    6. RN/EN and Other Care Shifts shown in each group as required.
    7. EN hours split to show a maximum of 10% of RN Target hours in RN Care group, and balance in Other Care group.
    8. Empty Shifts and projected hours if empty shifts filled shown in all groups.
    9. Updated explanatory notes in report footer.

Release Notes for 9.09.02.4568

HomeCare

CARE-7959 : HomeCare Attendance Travel Distance "Pay Worker" value display may not default to Planned value.

Menu Item: HomeCare > Dashboard > Processing > Service Attendance

Default travel distance “Pay Worker” values may show as “0.0 km” when no manual figure is entered, rather than matching the “Planned” km value.

This issue has now been resolved.

Release Notes for 9.09.02.4556

HomeCare

CARE-7747 : Out of Memory exception in Client Maintenance.

Menu Item: HomeCare > Maintenance > Client

An issue causing an Out of Memory exception when repeatedly editing and saving the same service template in Client Maintenance has been resolved. The system now handles multiple edits and saves without excessive memory usage.

CARE-7894 : Show a Message if Client Charges are not the Most Recent Changes.

Menu Item: HomeCare > Processing > Client Charges

A notification has been added to alert users if the client charges displayed are outdated due to changes made by another user. This ensures users can refresh and view the most recent updates before proceeding.

CARE-7904 : Validation improvements when creating one off services.

Menu path: HomeCare > Processing > Daily Service Processing
Menu path: HomeCare > Maintenance > Service Type
Menu path: HomeCare > Maintenance > Service Category
Menu path: HomeCare > Maintenance > Program

Validation has been enhanced to prevent the creation of invalid one-off service in the Daily Service Processing (DSP) screen, ensuring only valid combinations of Service Mechanism, Service Type, Client, and Contract can be saved.

  • Implemented validation to display an error message if users select an invalid combination for Scheduled Service types or Group Based Service types.
  • Prevented saving of one-off service templates with invalid combinations for both Scheduled and Group Based service types.

CARE-7921 : Change the Service Attendance screen to make the Pay Worker and Charge Client fields not editable initially.

Menu path: HomeCare > Processing > Service Attendance

The Service Attendance screen has been updated to improve the handling of the Pay Worker and Charge Client fields.

Release Notes for 9.09.02.4552

RostCare

CARE-7934 : On the Roster Replacement screen, the leave type field does not show options.

Menu Item: RostCare > Processing > Employee > Roster Replacements

When selecting the leave list, the list is often blank when it should have values in it. This has been resolved

Release Notes for 9.09.02.4545

ClientCare, HomeCare

CARE-7918 : Agreement date added to Client Contract.

Menu Path: ClientCare > Maintenance > People > Resident
Menu Path: HomeCare > Maintenance > Client

The Agreement Date field has been added to the client maintenance screen > new client screen, contract screen to capture and report client agreement dates to Services Australia.

  • Added the Agreement Date field, located above the "Actual Entry Date" field, for optional entry when creating or updating clients and agreements.

HomeCare

CARE-7598 : New program option to send client contact details to the Radaro app.

Menu Path: System > Settings > Configuration > Program Options

A new program option, Switch.HomeCare.RadaroSendContactDetails, has been introduced to configure which client contact details are sent to the Radaro app along with service details. This provides flexibility for workers to contact clients directly when needed.

  • Added the configuration option Switch.HomeCare.RadaroSendContactDetails under Program Options in System Settings.
  • Provides multiple selectable options to specify which contact details are sent:
    • No (default): Do not send any contact details.
    • Home: Send the home number.
    • Mobile: Send the mobile number.
    • Other: Send an alternate contact number.
    • Home, Mobile: Send the home number, or the mobile number if the home number is unavailable.
    • Mobile, Home: Send the mobile number, or the home number if the mobile number is unavailable.
    • Home, Mobile, Other: Send the home number, or mobile number, or alternate number in that order of priority.
    • Mobile, Home, Other: Send the mobile number, or home number, or alternate number in that order of priority.

CARE-7638 : Improving the Virtual Location checkbox to clear out the address field when it is ticked.

Menu path: HomeCare > Processing > Daily Service Processing

Menu path: HomeCare > Maintenance > Client

Menu path: HomeCare > Maintenance > Staff Only Services

An issue where selecting the Virtual Location checkbox did not clear the address field has been resolved. The system now ensures proper handling of address fields when toggling the Virtual Location checkbox.

CARE-7704 : Improving Client Maintenance Screen to save early when adding or editing Client Notes.

Menu Path: ClientCare > Maintenance > People > Resident
Menu Path: HomeCare > Maintenance > Client

The Client Maintenance screen has been updated so when a user inserts or updates a client note, the screen will immediately save the changes.

CARE-7726 : Issue when the Travel Distance is not being calculated in some cases.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

An issue where travel distance was not being calculated in certain scenarios has been resolved.

CARE-7859 : Showing notes in the service Attendance screen properly when Changing the Status Planned to Schedule.

Manu Path: HomeCare > Dashboard > Processing > Daily Service Processing
Menu Path: HomeCare > Dashboard > Processing > Service Attendance

An issue where comments and signatures from Radaro were cleared when changing a service's status between Planned, Scheduled, and Completed has been resolved. Notes and signatures now persist through status changes.

CARE-7886 : Error when deleting leave on the Roster Replacements screen.

Menu Path: HomeCare > Roster Replacements
An error that occurred when attempting to delete leave on the Roster Replacements screen has been resolved. Deleting shifts, including those marked as leave, now functions as expected without exceptions.

CARE-7887 : Error when trying to cancel and un-assign a visit.

Menu Path: HomeCare > Processing > Daily Service Processing

When Cancelling & un-assigning a service, an error message would sometimes appear. This has been resolved.

CARE-7888 : Error when editing a service on daily service processing.

Menu Path: HomeCare > Processing > Daily Service Processing

When Editing a service, an error message would sometimes appear. This has been resolved.

CARE-7891 : Shift Tolerance screen update to show Unit of Measure.

Menu Path: HomeCare > Setup > Shift Tolerance
Labels on the Shift Tolerance screen have been updated to include units of measurement, providing clarity for users when entering distance and time thresholds.

CARE-7892 : Improvements to accessing care plans in Radaro.

In Radaro, sometime the Care Plan URL would not link through to the document. To resolve this, Documents in the Radaro notes now look like:

{quote}Document Title - https://samplecaresys-service.caresys.co/api/doclink/ABCDEF{quote}

Additionally, content exposed through the doclink endpoint has been updated with improved metadata:

  • PDF files will have ContentType application/pdf, and Disposition as inline
  • Jpg files will have ContentType image/jpeg, and Disposition as inline
  • Png files will have ContentType application/png and Disposition as inline
  • All other files will have ContentType application/octet-stream and Disposition as attachment like before.

This will allow faster access to the content.

CARE-7929 : Notes written on the DSP Edit screen in some circumstances didn't attach to the right service on the Service attendance screen.

Menu path: HomeCare > Processing > Daily Service Processing

An issue where notes added on the DSP screen (Service details screen and calendar) were incorrectly shown on the service attendance screen, has been resolved. Notes are now properly associated with the matching service and display accurately across the Service Attendance screen.

Release Notes for 9.09.02.4533

ApplicationServer, HomeCare

CARE-7770 : Unexpected exception in Roster Replacements.

Menu path: RostCare > Processing > Employee > Roster Replacements

Menu path: HomeCare > Processing > Roster Replacements

In certain circumstances this screen could cause an unexpected exception. This has been fixed.

HomeCare

CARE-7822 : Error displayed when un-cancelling a service on the Service Attendance screen.

Menu Item: HomeCare > Processing > Service Attendance

An issue where an exception was thrown when attempting to un-cancel a previously cancelled service has been resolved. Services can now be cancelled and un-cancelled without errors.

CARE-7837 : Leave Schedule Sometimes does not put all days on leave.

Menu path: HomeCare > Processing > Leave Schedule

When an employee was being placed on leave the screen is able to unassign them from jobs and place their shifts on leave. Occasionally this could fail. This has now been fixed.

Additionally, if a service was cancelled and still had an employee assigned the process would uncancel the service but leave the employee still assigned to it. This has been changed. Now the service will remain in the cancelled status and the employee will be removed from the service.

Further, if the service fails to be unassigned there will now be a brief description of why the service could not be unassigned. An example of this is: “Cannot move service from Completed to Planned“. This allows you to see why the shift was not put on leave.

CARE-7838 : Unexpected Exception when creating a new Service in DSP.

Menu Item: HomeCare > Processing > Daily Service Processing

An issue where created one-off services did not immediately display on the Calendar tab in DSP has been resolved. Previously, switching tabs was required to refresh and view the new service. Now, one-off services appear on the Calendar tab immediately after creation without the need for manual refresh.

CARE-7839 : Client Charges Generator doesn't apply rates correctly on public holidays.

Menu Items:
HomeCare > Processing > Client Charges
HomeCare > Processing > Daily Service Processing
PayCare > Setup > Holidays

An issue where public holiday rates were not applied if a public holiday had no specified Cost Centre range has been resolved. Service charges on public holidays now correctly use the public holiday rates, even when there is no Cost Centre range.

CARE-7855 : Exception error when changing from one-off service to recurrence.

Menu Items:
HomeCare > Maintenance > Client
HomeCare > Maintenance > Staff Only Services

An exception error that occurred when changing a one-off service to a recurring service has been resolved. Previously, attempting to modify recurrence settings without updating the frequency could trigger an error. The system now validates recurrence settings to prevent such errors.

  • Added validation to ensure that selecting "Recurring Service" without specifying a frequency displays an error box, guiding users to enter a valid frequency.
  • Implemented concurrency checks across multiple instances to display a message if a service template is edited by another user, preventing errors and requiring a refresh.

CARE-7856 : Travel part is removed if the first service is cancelled and still assigned.

Menu Items:
HomeCare > Dashboard > Processing > Daily Service Processing
HomeCare > Dashboard > Processing > Service Attendance

An issue was identified where cancelling the first service of the day for a worker also removed the travel part to the next service. This behaviour has been corrected to ensure travel parts remain in the system, allowing for accurate payment even if the first service is cancelled but still assigned.

CARE-7876 : Improve the system to cancel both scheduled and planned services if a client is on leave.

Menu Items:
HomeCare > Dashboard > Clients & Staff > Client
HomeCare > Dashboard > Processing > Daily Service Processing

An issue was resolved where placing a client on leave only cancelled scheduled services, leaving planned services unaffected. Now, when a client is put on leave, both planned and scheduled services are cancelled if selected for cancellation, ensuring consistent management of service statuses.

CARE-7885 : Error when assigning service to a worker.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing > Assign

On the Assign screen, when we click the “Create Shift & Assign” button, an error sometimes appears. This has been resolved.

Release Notes for 9.09.02.4523

HomeCare

CARE-7206 : Split Shift function unassigns all services if the Leave is in the first shift.

Menu Items:
HomeCare > Dashboard > Clients & Staff > Roster Replacements
TimeCare > Rostering > Roster / Attendance Matching

The shift split function has been improved to handle cases where the first part of a split shift is marked as leave. Previously, splitting a shift into two segments (with the first part set to leave) would result in all services being unassigned. Now, only services in the leave segment are unassigned, while services in the working segment remain assigned.

RostCare

CARE-7811 : Split employees with the same name in the RostCare Working Journal Report.

Menu Item: RostCare > Reports > Costings > Costed Roster

The RostCare Working Journal Report has been improved to correctly display employees with identical names as separate entries. Previously, employees with the same first and last names but different Employee IDs were being combined in the report, causing inaccurate summaries.

  • Employees with the same name but different Employee IDs are now displayed separately in the RostCare Working Journal Report.

Release Notes for 9.09.02.4516

System

CARE-7879 : 9.09.02 Upgrade Fails as it relied on legacy AN-ACC Data.

The upgrade script from 9.08.08 to 9.09.02 has been updated so that it handles if the environment has already been updated to support the new Service Categories

Release Notes for 9.09.02.4513

ClientCare

CARE-7739 : Random single close parenthesis on the Statement.

Menu Item: ClientCare > Reports > Financial > Statements by Email

Previously, The Charge Description on the Statement would sometimes show a close parenthesis that should not be there. This has been resolved.

CARE-7752 : Improvement to Unit type on HCP Statement.

Menu Item: ClientCare > Reports > CDC Account > Home Care Package Client Statement

The Unit field logic has been improved so that it will primarily use the value recorded on the Client Charge.

ClientCare, HomeCare

CARE-7293 : Client Leave Report.

Menu path: HomeCare > Reports > Client Leave
Menu path: ClientCare > Reports > Personal > Client Leave

A new report has been added to the System to be able to report on Client Leave. The report will show all Client Leave for the parameters selected. If there are HomeCare Services that the leave affects, the services will be displayed with its state.

HomeCare

CARE-7256 : Radaro comments have been expanded from 500 char to 4000.

Menu item: HomeCare > Dashboard > Processing > Service Attendance
Menu item: HomeCare > Dashboard > Processing > Daily Service Processing > Service

Care Systems now supports Radaro comments up to 4000 characters.

The character limit from Radaro comments has been expanded from 500 to 4000 characters, allowing for more detailed notes within the Care Systems product.

  • Increased Radaro comment character limit to 4000, ensuring longer comments are fully supported on service attendance and daily service processing screen.
  • Ensured Radaro notes were visible on the attendance screen after the update.
  • Verified that notes longer than 500 characters are imported in full.

CARE-7365 : New option to control how services are removed from Radaro.

Program Option: System > Settings > Program Options > Switch.HomeCare.RadaroMethodForRemovingServices

A program option has been added which controls how services are removed from Radaro. This option may assist with cases where a job is deleted but it is still visible on an employee’s phone.

  • Added the program option "Switch.HomeCare.RadaroMethodForRemovingServices" with three settings: "Delete," "Unassign," and "UnassignAndDelete."
  • The default setting is "Delete," maintaining the current behavior where services are deleted and recreated with updated details when rescheduled.
  • Delete: Follows current behavior, deleting the service and recreating it upon rescheduling.
  • Unassign: Calls the unassign endpoint to unassign the service without deleting it.
  • UnassignAndDelete: Unassigns the service using the unassign endpoint, then reassigns it to a dummy driver and deletes the job, ensuring it is removed from employee devices.

CARE-7463 : When Google Maps authentication is not setup, Improve the error message.

Menu item: HomeCare > Processing > Daily Service Processing
Menu item: HomeCare > Processing > Service Attendance
Menu item: HomeCare > Processing > Service Sign Off

If google maps authentication is not set up, the system will now show a better error message when performing an action that relies on it

CARE-7677 : Unexpected Exception in Service Type Maintenance > Competencies.

Menu path: HomeCare > Maintenance > Service Type

An unexpected exception could be thrown on this screen when reloading or changing the selected Service Type. This has been fixed.

CARE-7681 : New HomeCare general settings to define follow up completion code from Radaro Service completion.

Menu path: HomeCare > Setup Menu > General Settings

Settings have been added to this screen to add Service Completion codes that result in a follow up email being sent to advisors.

A new "Notifications" section has been added to the HomeCare General Settings, providing options to configure follow-up notifications based on specific Radaro Service completion codes.

  • Added a "Notifications" section in General Settings, including an "Email Connection for Notifications" dropdown populated by the email connection list.
  • Introduced two new fields for triggering follow-up emails:
    • Selected Code/s which trigger follow-up email: A comma-separated field to specify multiple codes that will trigger a follow-up email to Client Advisors and Managers when selected by the worker.
    • Not Selected Code/s to trigger follow-up email: A comma-separated field to specify multiple codes that will trigger a follow-up email if not selected by the worker.

CARE-7702 : DEX outputs from ClientCare transactions should be summarised by client & service type.

Menu path: HomeCare > Processing > Create DEX Bulk Data File

When generating DEX outputs from ClientCare transactions (e.g. Billing Rate charges for recurring services), the information will be grouped by client and service type, reporting the total value, and a single unit as the Quantity delivered.

Clients with zero net charges for the month will be excluded from the output.

CARE-7755 : Progress notes written after a service is sent to Radaro do not appear in the Radaro app.

When progress notes are added to a client, an update to the job with the new information is scheduled for 4pm the day before. previously, if a note is added after this time, it will not be sent to the employee’s Radaro app.

New improvements have been made to ensure that progress notes added after the daily update time are included in the Radaro app. Now, if a note is added to a client’s service after 4pm, it will be sent to the employee’s Radaro app, ensuring up-to-date information is available.

  • Ensured that The first publish after 4pm today will update only the jobs for tomorrow. The descriptions of tomorrow's jobs will now include the progress notes that have been written earlier today.
  • Ensured Progress notes on jobs are only updated after 4pm the day before the next job.

CARE-7809 : Improvement to detection of when jobs change should be sent to Radaro.

Menu path: HomeCare > Processing > Daily Service Processing

The process of detecting when a job changes needs to be sent to Radaro has been improved

CARE-7813 : Removing Recurrence End Date sets it to Start Date instead.

Menu path: HomeCare > Maintenance > Client

In some cases, when removing a Recurrence End Date on a Template the system was incorrectly setting the Recurrence End Date to the same as the Start Date. It should in fact be empty. This has been fixed.

PayCare

CARE-7612 : Backpay Report: Round Total instead of Truncate.

Menu Item: PayCare > Reports > Management > Other > Backpay Details Report

Ensure the Back Pay report rounds payments using the same logic as the PayCare pay screen.

  • The Backpay Report has been updated to align with the rounding logic used on the PayCare pay screen.
  • Modified the report to round payments in the Excel output, replacing the truncation formula with rounding.

System

CARE-7674 : Exception when entering a Role that already exists.

Menu path: Settings > Security > Access Control > Role

When entering a Role that has the same Code as an existing Role an unexpected exception would be created. This has been fixed.

The user will now see a normal error message around the Code field stating that the 'Value must be unique but has already been used in the database' preventing them from saving until a unique Code is entered.

Release Notes for 9.09.02.4506

HomeCare

CARE-7861 : In some circumstances, the km from the travel component also shows on the actual service.

Menu Item: HomeCare > Processing > Service Attendance

Fixed an issue where, in some cases, travel kilometres were incorrectly displayed as actual service kilometres. Now, when a user records travel kilometres with a success code in the Radaro app and completes the service, the travelled kilometres will correctly populate the "Pay Worker" distance field.

  • Resolved an issue where travel kilometres appeared in the service kilometres field instead of the "Pay Worker" distance field.
  • Ensured that kilometres recorded via Radaro with the success code now populate the "Pay Worker" distance accurately upon service completion.

Release Notes for 9.09.02.4494

HomeCare, RostCare

CARE-7843 : Error when putting Employee on Leave via Roster Replacements.

Menu Item: RostCare > Processing > Employee > Roster Replacements

When putting Employee on leave, the process would sometimes fail with an error. This has been resolved.

  • Fixed an issue where putting employees on leave would sometimes result in a process error.

Release Notes for 9.09.02.4492

HomeCare

CARE-7849 : Improvement to Time & Attendance Data from Radaro.

Menu path : HomeCare > Service Attendance
In some circumstances the Travel End Time and Service Start Time are using the Travel Start Time. This has been resolved.

Release Notes for 9.09.02.4485

ClientCare

CARE-7568 : Update the Monthly Activity Report to filter on Service Code instead of RACS.

Menu Item: ClientCare > Reports > Management > Monthly Activity

Monthly Activity Report has been updated to use Service Code for filtering instead of the legacy RACS ID. This change aligns the report with current practices and ensures that all services, including those without a RACS ID, are accurately included.

  • Updated the report query to filter by Service Code rather than RACS.
  • Modified the data window to display Service Code instead of RACS.
  • Ensured that services without a RACS ID are now correctly included in the report.

CARE-7633 : Home Care Package statement should report subsidy level rather than fee level, if available.

Menu Item: ClientCare > Reports > CDC Account > Home Care Package Client Statement

The accuracy of the Home Care Package Client Statement has been improved by ensuring that the correct subsidy level is reported. Now, if a client's subsidy level is set using the Classification field (between levels 1 and 4), the statement will use this classification level instead of the Fee Type level. If no subsidy classification level is set, the report will continue to use the Fee Type level as before.

  • Updated the Home Care Package Client Statement to report the subsidy level based on the Classification field if set.
  • If the subsidy classification level is not set, the statement will default to using the Fee Type level, maintaining existing behaviour.

HomeCare

CARE-7444 : Add Service Note column on the Daily Service Processing screen.

Menu path: HomeCare > Processing > Daily Service Processing
Menu path: HomeCare > Processing > Service Sign Off

A new column "Service Note" has been added to the Daily Service Processing and Service Sign Off screens, making it easier for user to access important notes associated with each service directly from the grid.

  • Added a "Service Note" column to the daily service processing and Service Sign Off grids.
  • The Service Note column displays a portion of the notes within the standard cell size, with a tooltip to view the full note on hover.
  • Enabled grid header filtering for the Service Note column, allowing you to search for text within the notes.

CARE-7632 : Allow Service Status to be changed in all situations.

Menu path: HomeCare > Processing > Daily Service Processing
Menu path: HomeCare > Processing > Service Attendance

It was not possible to manually move a service to a different status if it was currently in the Travelling to Service or In Progress status. This has been fixed.

Services in Travelling to Service or In Progress status can now be moved the Complete or Cancelled or Scheduled status. We don’t recommend doing this on services on the current day, only for services in the past where status may have not been updated automatically.

CARE-7645 : Improvements in receiving Task Start Time from Radaro.

Menu Item: HomeCare > Processing > Service Attendance

The logic around how the start time is received from Radaro has been improved.

The program will calculate it by:

  • If the Checklist completed event is received, the time of this is used
  • If the Checklist completed event is not received, it will use the Geofence Entered time. A note will be on the attendance screen when this happens.
  • If that does not exist it will use the “Picked Up At” time will be used. A note will be on the attendance screen when this happens.
  • If that does not exist, the Planned start time will be used if it is between the “Event Started” and “Completion” times. A note will be on the attendance screen when this happens.

The Travel End will also use the above logic

RostCare

CARE-7270 : Expose StaffCare Expired Qualification report in RostCare.

New Menu Item: RostCare > Reports > Employee > Expired Qualification by Employee

A new menu item has been added in RostCare to allow user to run the "Expired Qualification by Employee" report.

CARE-7703 : Add Qualification, Competency and Position Maintenance screens in the RostCare module.

New Menu Item: RostCare > Maintenance > Staff Attributes > Qualification
New Menu Item: RostCare > Maintenance > Staff Attributes > Competency
New Menu Item: RostCare > Maintenance > Staff Attributes > Position

Added Qualifications, Competency, and Position Maintenance Screens. These screens were previously available in the StaffCare and HomeCare menu

It is still a requirement to have a StaffCare Registration to access these items.

Release Notes for 9.09.02.4476

HomeCare

CARE-7623 : Kilometres recorded during a service should be shown as the Actual, Pay Worker and Charge Client fields.

Menu path: HomeCare > Processing > Service Attendance

When a mobile worker uses the comment section to report kilometres travelled during the service that figure will now be stored and display as the Actual Kms, the Pay Worker Kms and the Charge Client Kms fields.

CARE-7788 : Travel kilometres incorrectly applied to first service in back-to-back services.

Menu path: HomeCare > Processing > Service Attendance

When a worker had a back-to-back service with travel beforehand the travel figure was being incorrectly recorded in the Pay Worker Kms field for the first service. This has been fixed.

Travel Kms between services will not be automatically recorded in any Pay Worker or Charge Client field now.

CARE-7789 : Round all Planned, Actual, Pay Worker, Charge Client and Summary KM value to 1 decimal place.

Menu path: HomeCare > Processing > Service Attendance

All kilometre figures on this screen will now display rounded to one decimal place.

All figures entered in Pay Worker or Charge Client fields will be rounded to one decimal place.

Release Notes for 9.09.02.4465

ClientCare

CARE-7647 : Home Care Package Statement - ensure Issued Date is passed to report.

Menu Item: ClientCare > Reports > CDC Account > Home Care Package Client Statement

The Date issued was not being passed to the report correctly. This has been resolved.

CARE-7769 : Autofill of Date for higher interest updated.

Menu Item: ClientCare > Maintenance > People > Resident

In the new Client Maintenance screen, when you fill in the Notification date, the screen tries to automatically fill in the Date for higher interest. This has been updated to be 15 days after the Notification date instead of 14

Launchpad

CARE-4467 : Screens/Reports open off the side of the screen when maximised, with different monitors/resolutions.

When an operator uses Care Systems on multiple monitors with different screen scaling settings, some Care Systems screens may open in an incorrect location on the screen. This issue has now been resolved.

PayCare, RostCare

CARE-7644 : Allow the Leave Schedule to make updates to the Leave Type Used on Processed Records.

Menu Item: PayCare > Maintenance > Employee > Leave Schedule

It is now easier to correct leave records after they’ve been processed. Now, if an employee needs to change the type of leave used (for example, from Annual Leave to Personal Leave), user can update the record directly. These changes will be clearly documented with an auto-comment, ensuring full traceability.

  • Added the ability to update the Leave Type on processed leave records.
  • The Leave Type field is now editable, with any changes automatically logged with a timestamp and the operator's name.
  • Expanded the leave edit dialog and made the comment field multi-line (3 lines).
  • Enhanced the summary view by expanding the size of the comment column.
  • Auto-comments are added to document any Leave Type changes, detailing what was changed and when.

Reports

CARE-7717 : ACFR Reporting Tool for 2023-2024 financial year.

Menu Item: Reporting > Reports > ACFR Accommodation Payments

New ACFR Accommodation Payment report for the 2023-24 financial year.

Report details are available in the Care Systems Help Centre.

Release Notes for 9.09.02.4460

HomeCare

CARE-7762 : Staff should be Unassigned from Cancelled Services during Client Leave.

Menu Path: HomeCare > Client Maintenance

When services are Cancelled as part of recording Client Leave, employees were not being Unassignd from services in some cases. This issue has now been resolved.

Release Notes for 9.09.02.4457

HomeCare, System

CARE-7756 : Radaro import is timing out because it takes longer than 10 minutes.

Menu Item: System

The daily “import from Radaro” process that imports any missed Time & Attendance data, Client Notes, etc, is taking longer than 10 minutes in some cases, and is hitting a timeout limit.

Increase the system timeout from 10 to 30 minutes to allow this process to complete.

Release Notes for 9.09.02.4446

ClientCare

CARE-7231 : ClientCare Period Billing - Drawdowns may not start until the next month in certain circumstances.

Menu path: ClientCare > Processing > Period Billing

If a client has drawdowns that start during a month and has paid some or all of their deposit in the month the drawdowns would not start until the next month. This has been fixed.

CARE-7571 : RAD Statement does not show resident Care Recipient ID in some situations.

Menu Item: ClientCare > Reports > Deposits & Bonds > Deposit Register Statement
Menu Item: ClientCare > Reports > Deposits & Bonds > Deposit Debtor Statement
Menu Item: ClientCare > Reports > Deposits & Bonds > Loan Register Statement
Menu Item: ClientCare > Reports > Management > Claim Advice

These reports have been updated to include the Care Recipient ID in all cases.

CARE-7572 : Include end of month balances on the Deposit Register Statement.

Menu Item: ClientCare > Reports > Deposits & Bonds > Deposit Register Statement

Legislation states the RAD statement should show the balance at the end of the month.

An updated statement format has been applied to allow the Month End balance to be shown more clearly, and ensure compliance with this requirement.

To disable this change go to Settings > Dashboard > Configuration > Program Options and disable option EnableItem.ClientCare.HideMonthEndBalanceOnRadStatement.

HomeCare

CARE-6432 : Auditing should be added to many HomeCare screens.

Auditing has been added to these screens:

ClientCare > Maintenance > Financial > Billing Rates

HomeCare > Maintenance > Service Type

HomeCare > Maintenance > Service Type > Charges & Payments > Add a date

HomeCare > Maintenance > Service Type > Charges & Payments

ClientCare > Maintenance > Financial > Billing Rates > Rates

HomeCare > Maintenance > Service Type > Rates

HomeCare > Setup > Discount Rates

HomeCare > Setup > Cancellation Reasons

HomeCare > Maintenance > Client > Contracts > Schedule

HomeCare > Maintenance > Client > Contracts > Schedule > Default Employee

HomeCare > Maintenance > Client > Contracts > Schedule

HomeCare > Maintenance > Client > Contracts > Schedule > Recurrence settings

HomeCare > Maintenance > Client > Contracts > Schedule > Add an Address

HomeCare > Maintenance > Staff Only Services

HomeCare > Dashboard > Processing > Daily Service Processing > Filters button > Save Filters

HomeCare > Setup > General Settings

Note that auditing will only start when this new release is deployed to your environment.

CARE-7320 : Client Charges Report.

Menu path: HomeCare > Reports > Client Charges

A new report has been added to the system to show the Client’s Charges.

It has these filters:

  • Date Range
  • Program Range
  • Client Range
  • Service Type Range
  • Location Range
  • Type: Detail or Summary
  • Group By: Client then Program or Program then Client or Location then Client.
  • Charge Status

The report shows these columns in detail mode:

  • Date
  • Service Type
  • Charge Status
  • Service Time
  • Service Duration
  • Charge Units
  • Charge Rate
  • Total Charge

CARE-7388 : Use a Default Location for Virtual Services when the "Virtual Location" Checkbox is selected.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client
Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing
Menu Item: HomeCare > Maintenance > Staff Only Services

A checkbox has been added to the Service Template and Service edit screens allowing a “Virtual” location to be selected. This can be used for phone calls, Zoom/Teams meetings, breaks and other events which do not require physical attendance.

When these services are sent to mobile workers, the default location as set at HomeCare > Setup > General Settings will be used to describe the service location.

CARE-7390 : When sending HomeCare service details to mobile workers, use a default address if no location is specified.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

When sending services to mobile workers, if a service does not have a location specified, the best address available will be used.

For client services, the Client’s default Service Address will be used if it is present

For Staff Only services, and Client services with no default address available the organization's “Default Mobile Worker Service Location” as set at HomeCare > Setup > General Settings will be used.

CARE-7411 : Add a calendar which displays the Employee's services.

Menu path: HomeCare > Maintenance > Employee Roster Management
Menu path: RostCare > Maintenance > Employee > Employee Roster Management

A new tab called Calendar has been added to this screen. It is the first tab on the screen now. It shows the selected Employee’s schedule for the next period of the time.

The start date defaults to today but can be changed as needed. The calendar shows the next week by default but can be changed to fortnight or a 4 week period.

The Employee’s calendar is read only. There is no ability to edit the employee’s calendar from this screen.

If another user is editing the Employee’s services on a different screen the Employee’s Calendar here will update in real time.

The design and appearance of the calendar match the Daily Service Processing calendar.

The new calendar tab has security so is able to be hidden while still allowing access to the rest of the tabs.

CARE-7486 : When a Client Leave is added, edited or deleted warn the user if the setting is not set.

Menu path: HomeCare > Maintenance > Client
Menu path: HomeCare > Setup > General Settings

If the Cancellation Reason when Client on Leave setting is not set the Client Maintenance screen will show a warning and instructions. The Client’s Services will not be automatically Cancelled or Reinstated.

CARE-7488 : Add a setting to control the Cancellation Reason for Services when a Client is on Leave.

Menu path: HomeCare > Maintenance > Client
Menu path: HomeCare > Setup > General Settings

A global setting has been added to the General Settings screen. The setting is called Cancellation Reason when Client on Leave. It defines a Cancellation Reason that will be used automatically on Services when a Client is placed on Leave.

The recommendation is to define a new Cancellation Reason that is used solely for when a Client is on Leave.

CARE-7523 : Add the ability to select services that will be Cancelled when a Client Leave is entered.

Menu path: HomeCare > Maintenance > Client

Contracts tab > Leave & Location tab

When a Client Leave is added or edited the user will have the opportunity to choose whether a service template or service instances are Cancelled in the date range.

CARE-7535 : Add a setting called 'Cancel during client leave' on service templates.

Menu path: HomeCare > Maintenance > Client
Menu path: HomeCare > Processing > Daily Service Processing

A new check box called ‘Cancel during client leave’ has been added to the Schedule > Service Template screen which allows control over whether a service is automatically marked as Cancelled when a client is on leave. The main use case for this is for when the leave period doesn’t have an end date yet. The default setting is on.

This setting is also available when adding templates via Daily Service Processing.

CARE-7547 : Adding an end date to a leave should reinstate cancelled service after that date.

Menu path: HomeCare > Maintenance > Client

Adding an end date to a client leave will now allow Cancelled services after the end date to be automatically reinstated.

CARE-7553 : Home Care Estimation report should warn when the estimation process is disabled.

Menu item: HomeCare > Reports > Home Care Packages Client Account Estimate
Menu item: Settings > Configuration > Program Options

This report will now show warnings when the options it needs are switched off. This is to provide a warning that the results shown may not be accurate and further setup may be required.

CARE-7620 : An error can occur when changing the Mechanism Type on entering new services.

Menu path: HomeCare > Processing > Daily Service Processing

Fixed an error that could happen when adding a new Service Template in this screen.

CARE-7650 : Radaro Messages not processed properly when there's no photos.

This has been resolved.

HomeCare, Launchpad

CARE-7621 : Employee Roster Management sometimes shows an error on first load.

Menu Item: RostCare > Maintenance > Employee > Employee Roster Management
Menu Item: HomeCare > Maintenance > Employee Roster Management

This has been resolved

PayCare

CARE-7172 : Leave History Summary Report.

New Menu Item: PayCare > Reports > History > Leave History Summary

Parameters:

  • Period Schedule Range
  • Employee Range
  • Leave Type Range
  • Date Range
  • Sort By - Employee, Leave Type
  • Include Employees Terminated before start date

The Report has a top level grouping of Period Schedule. This is needed as the Period Dates may differ per period schedule.

The header shows the Period Schedule, as well as the “Actual” date range it’s using. This differs from the parameter as it needs to match to period schedule details. The periods used are ones which finish inside the date range.

The report then has a single row per Employee Contract, per Leave Type.

The columns shown are:

  • Employee
  • Leave Type
  • Classification
  • Cost Centre
  • Previously Available
  • Accrual
  • Usage
  • Available At End

CARE-7499 : Add Notes tab to the Employee Maintenance screen.

Menu item: PayCare > Maintenance > Employee > Employee
Menu item: HomeCare > Maintenance > Employee

A new tab has been added to this screen which allows Notes to be recorded against an Employee.

The Note will have the date and the Operator that wrote it linked to it.

System

CARE-7552 : Out Of Memory exceptions after a full day of use.

A memory leak was found in the CareSystems software that would eventually lead to Out Of Memory exceptions after a full day of use. This has been resolved.

Release Notes for 9.09.02.4438

ApplicationServer

CARE-7697 : Performance review of Service Generation scheduled task on app server.

Menu Item: System

In some cases, the overnight process that generates scheduled HomeCare tasks for future days was taking longer than expected to complete. This issue has now been resolved.

Release Notes for 9.09.02.4437

HomeCare

CARE-7686 : "Index was out of range" error when editing a Service.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

IN some situations, an Index was out of range error may be displayed when editing a client service. This issue has now been resolved.

Release Notes for 9.09.02.4433

HomeCare

CARE-7680 : Group Based services may not display in the Daily Service Processing - services view.

Menu path: HomeCare > Processing > Daily Service Processing

Group Based services are not showing on the Daily Service Processing > Services tab in some cases. This issue has now been resolved.

Release Notes for 9.09.02.4431

HomeCare

CARE-7665 : Unexpected exception when Unassigning or Assigning.

Menu path: HomeCare > Processing > Daily Service Processing

Calendar tab

Using the drag and drop ability to assign and unassign a worker could cause an unexpected exception. This has been resolved.

CARE-7667 : Funding Type filter on Client Charges would not be saved and loaded correctly.

Menu path: HomeCare > Processing > Client Charges

Using ‘Remember all filters’ while filtering on the Funding Type column would not save and reload correctly. This has been resolved.

When a new version of CareSystems is released the grid would revert to default state after an upgrade. This has been resolved.

CARE-7668 : Unexpected exception in Client Maintenance.

Menu path: HomeCare > Maintenance > Client

An unexpected exception could happen on this screen when reloading or changing a client with an Additional Fee with the ‘Drawdown from the deposit account’ ticked. This has been resolved.

CARE-7669 : Unexpected exception in Service Type > Qualifications.

Menu path: HomeCare > Maintenance > Service Type

When saving or reloading this screen with Qualification changes and unexpected exception could occur. This has been resolved.

CARE-7671 : Unexpected exception on Daily Service Processing's Create Shift And Assign function.

Menu path: HomeCare > Processing > Daily Service Processing

Calendar tab > Assign > Create Shift and Assign

Sometimes when using this feature an unexpected exception could happen. This has been resolved.

Release Notes for 9.09.02.4423

HomeCare

CARE-7650 : Radaro Messages not processed properly when there's no photos.

This has been resolved.

Release Notes for 9.09.02.4418

HomeCare

CARE-7253 : Photo attachments recorded by mobile worker should be viewable.

Menu item: Homecare > Client Maintenance > Client Note
Menu item: Homecare > Daily Service Processing > Client Note

  • Added a new image icon next to the attachment icon to preview uploaded photos attached to service notes.
  • Clicking the image icon opens a preview window, allowing users to view attached photos clearly and in detail.
  • The preview window includes ability to zoom in, zoom out, view full screen and rotate the image.
  • The preview window includes a close button to return to the Client Note section.

CARE-7314 : Client Maintenance screen handles Billing Rates slightly differently between old and new versions.

Menu item: HomeCare > Maintenance > Client

Menu item: ClientCare > Maintenance > People > Resident

An inconsistency with how the old and new versions of this screen manage the Contract > Billing Rates / Additional Fees has been fixed.

CARE-7329 : Client Charges screen shows Location from the Service Template, instead of the Instance.

Menu item: HomeCare > Processing > Client Charges

The Location listed for the Service on this screen was using the Location from the Template. It will now show the Location on the Service instance.

CARE-7347 : Add Client's Advisors to the Daily Service Processing.

Menu item: HomeCare > Processing > Daily Service Processing

Added two new columns to the Dailey Service Processing screen table - Advisor(s) and Advisor Note.

  • Users can now filter clients and services based on advisors (case managers).
  • The Advisor column displays the names of multiple advisors separated by commas where multiple advisors exist for a client.
  • The Advisor Note column shows each advisor's name next to their respective notes.
  • Grouping can be done by clicking and dragging the Advisor Name in the grey box at the top of the table.
  • Sorting can be done by clicking the filtering button in the Advisor Name column header.
  • Hovering over the 'Advisor Note' column displays the entire text in a pop-up.

CARE-7348 : Calendar view should only show the filtered employee.

Menu item: HomeCare > Processing > Daily Service Processing

When filtering to an Employee range the Calendar tab will now only show the Employees in that range.

The tick box that controls whether Employees with no shift are shown or not has been moved to be below the Employee range filter.

CARE-7357 : Improvements to Service validation.

Menu item: HomeCare > Processing > Daily Service Processing
Menu item: HomeCare > Processing > Service Attendance
Menu item: HomeCare > Processing > Service Sign Off

If a service is rescheduled outside the range of an employee’s shift their shift will be extended.

If a service is rescheduled to a different day that will result in invalid links between shifts and services the reschedule attempt will be prevented. The correct process to follow is Unassign worker, Reschedule service and Reassign worker.

CARE-7389 : Add an Organisation's Location setting to use as a fallback address.

Menu item: HomeCare > Setup > General Settings

  • Added a new field to define the Organisation's Location.
  • This field, labeled "Default Mobile Worker Service Location," serves as the fallback address in the system.
  • The field references a known location found in HomeCare > Setup > Location.
  • Updated Settings > Configuration > Email & Web Services > Service Status to indicate if the default location setting is used with the message 'HomeCare: Default Location is set'.

CARE-7393 : Comment and Signature from mobile worker are shown twice.

Menu item: HomeCare > Processing > Service Attendance

Comments and signatures on Completed services are shown twice in some cases. This has been fixed.

CARE-7412 : When an End Date is put on a Recurring Service Template, generated services should be able to be put on the end date.

Menu item: HomeCare > Maintenance > Client
Menu item: HomeCare > Processing > Daily Service Processing

  • Resolved an issue where the last instance of a recurring service was not being created on the end date specified in the recurrence.
  • Now, when setting an end date for a recurring service, the service generator correctly includes the service scheduled for that end date.

CARE-7424 : Add ability to exclude Unassigned Services when filtering by Employee.

Menu item: HomeCare > Processing > Daily Service Processing

A new tick box item has been added when filtering to an Employee range the tick box allows the services which do not have an Employee assigned to be included on the result set or not.

The new tick box option is not saved to stored filter settings. This will be fixed in the future.

CARE-7440 : Editing a Staff Only Service in Service Attendance causes an error.

Menu item: HomeCare > Processing > Service Attendance

Editing a Staff Only service in a worker's shift would cause an error to happen on this screen. This has been fixed.

In some cases the Save button on a Staff Only service might not be enabled. This has been fixed.

CARE-7447 : The "Apply Changes from" field on the Client Maintenance screen might not be shown.

Menu item: HomeCare > Maintenance > Client

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Processing > Service Attendance

Various minor issues relating to the state of the Save button and Apply Changes from field when changes are made or Cancelled have been fixed.

CARE-7450 : DSP and Service Sign Off Status Filter shows items that don't apply to that screen.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Processing > Service Sign Off

  • The Filter for Status will only show items that apply to that screen.
  • When the Status filter is set to None, it is treated the same as All, it will no longer show items on that screen that it shouldn’t.

CARE-7465 : When filtering to a Client on the DSP and Service Sign Off only show records that match that Client.

Menu item: HomeCare > Processing > Daily Service Processing
Menu item: HomeCare > Processing > Service Sign Off

  • When filtering on a client or range of clients, only records that match that client/clients are shown.
  • Fixed an issue where filtering to a single client or range of clients was returning items without a client.

CARE-7502 : Re-Send services to Radaro one by one if the batch fails.

Services sent to Radaro are sent in batches for one Employee per batch. If anything in the batch is not correct the whole batch is rejected. This prevents valid Services for going through correctly.

The process will now switch to sending jobs one by one if the batch fails. This guarantees that any that are valid will be sent and only those that are not valid will fail.

CARE-7525 : Change the default time to purge old jobs from Radaro process to 5pm.

The default setting for when old jobs are removed from Radaro has changed to 5pm. This is to prevent waking workers during the night with phone notifications.

The time can be changed using the Program Option Time.Service.JobRadaroPurgePreviousDays

CARE-7531 : When moving a service to a new day the service should be link to a shift on that day.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

Menu Item: HomeCare > Dashboard > Processing > Service Attendance

When an Assigned service was rescheduled to a different day the system would not update the links correctly. This has been fixed.

Now a warning will show when you’re attempting to change the date of a service. It will show:

“Moving the service a new day will Assign it to a shift for the worker on the new day. If they do not have a shift it will be created. If they already have a service in that time it will conflict. Be sure to check the worker’s calendar for the new day.”

The process it runs is to Unassign the service, move the service and Reassign at the new date and time. As the message says the reassignment at the new time will not warn and will ignore issues like double booking or not enough travel time for example.

In some circumstances the Reassignment process might not work so it will leave the service at the new time and date in the Planned status. The main case where this can happen is rescheduling a service that is far in the future, outside the window HomeCare is currently managing.

This only works for Scheduled normal flow Services for now. Assigned Staff Only services cannot be rescheduled to a new day. Any other status except Planned cannot be rescheduled to a new day.

CARE-7533 : Service that go over midnight are now sent to radaro successfully.

Menu item: HomeCare > Processing > Daily Service Processing

Due to a limitation of Radaro, exported Jobs cannot go over midnight. As such, these jobs will now appear in Radaro with the following attributes:

  • An End Time of 11:59 PM
  • The Customer Name will show the actual start and end time
  • The Reference field of the job will show the actual start and end time
  • The Description starts with, “Over midnight Service. Please note actual service end time is: h:mm am on dddd dd MMMM

LegiCare

CARE-7284 : Dimension Maintenance - Changes to Dimensions no longer automatically updates the chart of account.

Menu Item: LegiCare > Maintenance > Dimension Account > Dimension Management

Currently any change to the Dimensions setup in this screen would cause the entire chart to be updated. This process can be slow, and if you make multiple changes the chart should only be updated once when all changes are made.

As such, changes to the setup will no longer implicitly update the chart. Instead, there' is now a button in the top right to “Apply Updates to Chart of Accounts.” Under this button an estimate of how many changes have been made to the chart since it was last updated.

RostCare

CARE-7139 : Hours in Roster Performance Report to read the same as in PayCare.

Menu Item: RostCare > Reports > Employee > Roster Performance

This report has been updated to display Hours as hours to two decimal points, instead of it as Hours and Minutes.

Release Notes for 9.09.02.4396

PayCare

CARE-7468 : Employee Classification Progression.

Menu Item: PayCare > Reports > Employee > Employee Experience Level Progression

This report shows all Active Classification for the given parameters. It has two views, Summary and “Show hours for each pay”

It is used to assist with working out when someone has met the requirements to move to the next experience level.

The permission to use this report will by default be who has access to the employee maintenance screen.

For more information. See https://caresystems.zendesk.com/hc/en-us/articles/10209042823695

Reports

CARE-7587 : Update SGC rate in the QFR.

Menu Item: Reporting > Reports > QFR Generation

The report has been updated to handle the change of the SGC Super rate.

Release Notes for 9.09.02.4368

HomeCare

CARE-7520 : Kms in Radaro completion comments is not being automatically filled on the Service Attendance screen.

Menu item: HomeCare > Processing > Service Attendance

An error caused this feature to stop working. It has been fixed now.

CARE-7567 : Kms in Radaro completion comments should be case insensitive.

Menu item: HomeCare > Processing > Service Attendance

The kms travelled in a vehicle in a Radaro completion comment was case sensitive. This has been changed to case insensitive.

PayCare

CARE-7569 : Updates to Backpay Report for new EA agreement.

Menu Item: PayCare > Reports > Management > Other > Backpay Details Report

Updates have been applied to the Backpay Calculator report, including:

  1. Display old Classification codes correctly in the pay history where an employee has changed classifiation within the backpay period.
  2. Ensure correct new pay rates are returned if Classification Base Rate payitems (e.g. Bxxx items) are paid to employees rather then a generic Base Rate item.
  3. Add a single column showing Employee ID and Name to allow more efficient Pivot table grouping

Release Notes for 9.09.02.4363

HomeCare

CARE-7555 : Dex File History does not load more data.

Menu item: HomeCare > Processing > Create DEX Bulk Data File

The History tab would only load 25 items. This has been fixed.

More items will load as the user scrolls down the page.

PayCare

CARE-7540 : Backpay Report for new EA agreement.

Menu Item: PayCare > Reports > Management > Other > Backpay Details Report

A new report has been created to assist with making back pays. The report provides pay history details per employee and shows the calculated corrected payment based on the new classifications, experience level, rate and loading. More information will be provided in a Knowledge Base article.

Release Notes for 9.09.02.4335

ClientCare

CARE-7464 : Improvements to Statement Provider Comments.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

When a message is included in the statement, it shows on import. Improvements to this has been made to handle changes in how this is provided by Services Australia.

HomeCare

CARE-7290 : Services in the future rescheduled to a later time could be removed by the system.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Maintenance > Employee

When the services in the future were rescheduled to a later time then there could be a case where that rescheduled service was incorrectly removed by the system.

This has been resolved.

Release Notes for 9.09.02.4333

CrediCare

CARE-7524 : Creditors On Hold Reason causing errors in Transaction Entry and DDT File generation.

Menu Item: CrediCare > Dashboard > Transactions > Add Transactions
Menu Item: CrediCare > Dashboard > Transactions > Edit Transactions
Menu Item: CrediCare > Dashboard > Payments > Direct Transfer File

Invalid data in the supplier on hold reason field can cause errors when saving invoices in Add/Edit transactions, and when generating DDT payment files.

This has been resolved.

Release Notes for 9.09.02.4328

CrediCare

CARE-7518 : Creditors BPay Field validation causing errors in Transaction Entry and DDT File generation.

Menu Item: CrediCare > Dashboard > Transactions > Add Transactions
Menu Item: CrediCare > Dashboard > Transactions > Edit Transactions
Menu Item: CrediCare > Dashboard > Payments > Direct Transfer File

Invalid data in the supplier BPay fields can cause errors when saving invoices in Add/Edit transactions, and when generating DDT payment files.

This has been resolved.

HomeCare

CARE-7496 : Further Improvements to Publish to Radaro.

The publish to Radaro has been improved for better reliability.

Release Notes for 9.09.02.4326

HomeCare

CARE-7517 : Improvement to Publish to Radaro.

The publish to Radaro has been improved for better reliability.

Release Notes for 9.09.02.4318

HomeCare

CARE-7480 : When Leave on a client is added it would create duplicate services in the past.

Menu item: HomeCare > Maintenance > Client

On the Contract tab > Leave & Location tab if a Leave is added and a client has Service templates then Services in the past would be duplicated incorrectly. This has been fixed.

CARE-7482 : Group Based Services for a Client do not get removed when a Leave period is added.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Maintenance > Client

If a client has Group Based Services in the date range of a Leave they would not be removed. This has been fixed.

CARE-7483 : When a Leave is removed from a client show a warning.

Menu item: HomeCare > Maintenance > Client

On the Contracts tab > Leave & Location tab if a Leave is removed then the program will now show a message that services will be created in the date range and if a Leave is created with no end date then a warning will show saying that a Leave with no end date will prevent services from being generated.

CARE-7497 : In some circumstances, assigning a worker doesn't work.

Menu item: HomeCare > Processing > Daily Service Processing

This has been resolved

Release Notes for 9.09.02.4307

ClientCare

CARE-7467 : Improvements to the Extra Service Reduction.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

Improvements to this has been made to make the calculation more accurate.

HomeCare

CARE-7356 : Leave End Date should not be entered before Start Date.

Menu Item: HomeCare > Maintenance > Client > Contracts > Leave & Location

Validation has been added so that the start date cannot be after the end date.

CARE-7433 : Allow users to filter the daily service processing calendar for up to a week.

Menu item: HomeCare > Processing > Daily Service Processing

Currently, the DSP calendar has right click filters allowing a user to show the calendar for different time periods. However, it does not show these time periods in the calendar.

This has been fixed.

CARE-7441 : Staff Attendance, editing a Service time doesn't update on the list view.

Menu item: HomeCare > Processing > Service Attendance

This has been resolved.

CARE-7469 : HomeCare: Leave Schedule not unassigning Employees from Services.

Menu Item: PayCare > Maintenance > Employee > Leave Schedule

When placing an Employee on Leave through the Leave Schedule, the Employee is not removed from their Scheduled Services in the Daily Service Processing screen. The has been resolved

Release Notes for 9.09.02.4301

HomeCare

CARE-7394 : DEX output file can fail to sync from a cloud location.

Menu item: HomeCare > Processing > Create DEX Bulk Data File

Creating a DEX output file and saving it in the U drive cloud folder will no longer create a zero length file.

NextCloud might show that the file is unable to sync but that is a temporary status that should resolve when the file export finishes.

CARE-7414 : Remove the default value of Departure Type dropdown on Client maintenance when a Departure Date is entered.

Menu Item: HomeCare > Maintenance > Client

When adding the Departure Date of a Client’s Contract the Departure Type will now be set blank. This happens so that the user is prompted to set it to the correct Departure Type value.

CARE-7442 : Billing Type drop down search can return incorrect items.

Menu item: HomeCare > Maintenance > Client

The Billing Type drop down will no longer return items that don’t match to the search text.

Release Notes for 9.09.02.4296

ClientCare

CARE-7326 : Service Charges don't get charged in Period Billing when using the Apply back to Date or Apply to previous Periods.

Menu item: ClientCare > Processing > Period Billing

Service charges that were for a previous month were not being included when using the Apply to Previous Periods or Apply back to Date. This has been fixed.

CARE-7403 : Mixed types of items in Manual Client Care Workfiles Given Incorrect Fee Types.

Menu Item: ClientCare > Processing > Work File Entry

When doing manual workfile adjustments using means tested and mixing other adjustments in the same workfile, the non means tested workfile items are being set to means tested fee type incorrectly. This has been fixed.

CrediCare

CARE-7238 : CrediCare - Inactive Supplier.

Menu Item: CrediCare > Dashboard > Transactions > Add Transactions
Menu Item: CrediCare > Dashboard > Transactions > Edit Transactions

When Adding or editing a transaction, The screen will show if the Supplier is set as “Payment on hold” but didn’t show if the Supplier is marked as Inactive. The screen now shows both these statuses.

Additionally when you pick a supplier the selection screen shows:

  • The Status: If it’s Inactive or On Hold or both
  • If it is a Template Supplier

HomeCare

CARE-7198 : Start of week calendar controls is not consistent in new screens.

Menu item: HomeCare > Processing > Daily Service Processing
Menu item: HomeCare > Processing > Service Attendance
Menu item: HomeCare > Processing > Service Sign Off

Calendar selections have been standardised to use Monday as the start of the week.

The exception to this rule is Calendars using the oldest screen technology.

CARE-7307 : Update the recurrence summary to say "Fortnightly" Instead of "Every 2 week(s)".

Menu Item: HomeCare > Maintenance > Client

The recurrence summary will now show "Fortnightly" instead of "Every 2 week(s)".

CARE-7402 : Client Charges are being duplicated after they have been Processed.

Menu item: HomeCare > Processing > Client Charges

In some circumstances the Client Charges would be generated a second time after they were marked as Processed. This has been fixed.

CARE-7419 : When Cancelling a Service system should show all Cancellation Reasons or Discount Rates when opening the drop down using the mouse.

Menu item: HomeCare > Processing > Daily Service Processing
Menu item: HomeCare > Processing > Service Attendance
Menu item: HomeCare > Processing > Service Sign Off

When Cancelling a Service on these screens the Cancellation Reason and Discount Rate combo box control will list all items when clicking the drop down button.

CARE-7436 : Payable times for Shifts should be the same as the Services times unless the Service is Accepted.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing
Menu Item: HomeCare > Dashboard > Processing > Service Attendance

The Payable Start and End Time will now remain equal to the Scheduled Service times. The only time they be different is if they are directly edited and then the Service is Accepted by the user.

CARE-7438 : Adding one off services for past dates through DSP do not generate immediately.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

When using the New button on this screen if the new service was created in the past the service instance would not be created straight away. This has been fixed.

There is also a text display added which shows the date window that the system is currently creating services for. So new services that are created outside that date range will not generated regardless.

CARE-7446 : Travel parts for services at the same locations are being incorrectly created.

Menu item: HomeCare > Processing > Daily Service Processing

In certain circumstances if two back to back services were created for the same client and location the system would incorrectly create a travel component. This has been fixed.

HomeCare, PayCare

CARE-7361 : Current Payroll Update can stop some HomeCare functions from running at the same time.

Menu Item: PayCare > Processing > Period End Processes > Current Pay Update

While doing the Current Pay Update process certain HomeCare functions are blocked from running. This has been fixed.

PayCare

CARE-7432 : Allow the Payslip Email Subject line to be customised.

Menu Item: PayCare > Processing > Reports > Pay Slips Email

The default payslip subject line has been changed to include the first name and surname of the employee.

Additionally the payslip email subject file ‘PayslipSubject.txt’ can be customised with the following mail merge fields.
@firstName
@surname
@startOfPeriod
@endOfPeriod

Release Notes for 9.09.02.4289

HomeCare

CARE-7435 : Update DEX output to suppress output fields based on service type requirements.

Menu item: HomeCare > Processing > Create DEX Bulk Data File

Suppress output of Total Cost, Fees Charged, Time in Minutes & Quantity based on DEX Service Type specific rules.

Release Notes for 9.09.02.4277

HomeCare

CARE-7349 : DEX "SLK" values should be calculated based on Client First Name and surname, not DEX fields.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client

This has been resolved

CARE-7407 : When creating a service changing client should clear the contract line.

Menu Item: HomeCare > Processing > Daily Service Processing

This has been resolved.

Reports

CARE-7386 : WGEA 2024.

Menu Path: Reporting > Reports > WGEA Report

The WEGA Report has been updated to be suitable for the 2024 reporting period.

For more information about the WGEA please see Gender Equality Reporting | WGEA

Release Notes for 9.09.02.4271

HomeCare

CARE-7397 : Daily Service List should show Services that don't have an Address.

Menu item: HomeCare > Reports > Daily Service List
Menu item: HomeCare > Reports > Daily Service List by Email

Services that do not have an address were not being shown. This has been updated to show with “No Address” written where the address should be.

CARE-7398 : Daily Service Processing Calendar doesn't sort Employee Names correctly when changing days.

Menu item: HomeCare > Processing > Daily Service Processing

On the calendar tab, it loads Employees and sorts them by name.

When the day changes, new employees are just added to the bottom of the list.

This has been resolved.

CARE-7399 : Travel Part components are missing the From address.

Menu item: HomeCare > Processing > Daily Service Processing
Menu item: HomeCare > Processing > Service Attendance

This has been resolved.

CARE-7401 : Unassigning a Worker from a Job does not update Travel Parts on other Services.

Menu item: HomeCare > Processing > Daily Service Processing
Menu item: HomeCare > Processing > Service Attendance

This has been Resolved.

PayCare

CARE-5610 : Working Journal Report Combines People with the Same Name Together in the Summary View.

Menu Item: PayCare > Processing > Reports > Working Journal

If two employees had the same name, the summary report combined them together. This has been resolved.

Release Notes for 9.09.02.4264

HomeCare

CARE-7339 : DEX: Cancelled services are now included if the "Exclude from Dex" is not ticked.

Menu Item: HomeCare > Processing > Create DEX Bulk Data File

CARE-7341 : Dex Improvement - Service Type Data Requirements.

Menu item: HomeCare > Setup > Import DEX Organisational Data

The Dex schema has been updated to support multiple “Specific Requirements” per Service Type.

IMPORTANT: AFTER UPGRADE YOU MUST RE-IMPORT ORGANISATION.XML FILE FROM DEX.

CARE-7350 : Add conditional field level business rules and validations to DEX outputs.

Menu Item: HomeCare > Processing > Create DEX Bulk Data File

CARE-7373 : DEX XML Upload files Selection improvement.

Menu Item: HomeCare > Processing > Create DEX Bulk Data File

The “select all”/”select none” option on the parameters screen was sometimes not working. This has been resolved

CARE-7378 : DEX XML Files should only have Billing Rate Transactions in it.

Menu item: HomeCare > Processing > Create DEX Bulk Data File

Menu item: HomeCare > Maintenance > Client

The DEX file should only contain transactions that come from billing rates. These can be entered on Client Maintenance > Contract > Additional Fees.

System

CARE-7377 : Allow Program to allocate extra RAM.

Changes have been made to allow Care Systems to use more RAM.

Release Notes for 9.09.02.4257

ClientCare

CARE-7310 : Improvements to the Facility Resident reports.

Menu Item: ClientCare > Reports > Personal > Facility Residents

  • Admission Date is now the Admission date of the Contract
  • The As At date is now always shown
  • When you choose Report Order Surname, it shows all Contracts

CARE-7325 : The Opt in status is not always set properly.

Menu Item; ClientCare > Processing > Home Care Package Monthly Reconciliation

This has been resolved

HomeCare

CARE-7343 : Error message when searching on the client maintenance screen.

Menu Item: HomeCare > Maintenance > Client

An error would sometimes appear when searching. This has been resolved

CARE-7362 : Daily Service Processing screen - Improvements to Double Click event on Calendar.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing > Calendar tab

This has been updated to be more consistent with the Right Click > Edit option

CARE-7367 : Daily Service List by Email shows errors when run.

Menu Item: HomeCare > Dashboard > Reports > Daily Service List by Email

This has been resolved

RostCare

CARE-7358 : Warning on shift when it does not have "Use default day type" ticked, and does not have an alternative day type.

Menu Item: RostCare > Dashboard > Manage current periods > Roster Replacements
Menu Item: TimeCare > Rostering > Roster / Attendance Matching

A warning is now shown if the Use default day type is not ticked and no Alternate day type is selected.

Release Notes for 9.09.02.4253

ClientCare

CARE-7323 : AN-ACC setup not working.

Menu Path: ClientCare > Maintenance > Online Claiming > AN-ACC Setup

When saving, an error message shows up in certain situations. This has been resolved.

HomeCare

CARE-7309 : Account Estimate doesn't show all Leave, only if it starts before today.

Menu item: HomeCare > Reports > Home Care Packages Client Account Estimate

This report now shows any Leave that starts or ends during the period the report is being run for.

CARE-7330 : Client Charges will now use the Service Funding Body override if present.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Processing > Service Sign Off

Menu item: HomeCare > Processing > Client Charges

When using the Funding Body override on a Service the Funding Body will be used for finding and calculating charges.

The Funding Body used to make the charge is now shown on the Client Charges screen.

When using the Funding Body override on a Service it is now shown in the grid displays instead of the default Funding Body.

CARE-7331 : Grids cannot hide the last column.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Processing > Client Charges

It was not possible to use the Hide Column function on the last column in a grid. This has been fixed.

CARE-7332 : Grid function to move a column left or right appears to not work if the next columns are hidden.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Processing > Client Charges

Using the Hide Column function and then using Move Left or Right would seem like the Move did not work. This has been fixed.

System

CARE-7321 : Improved Messages when Delete Fails.

The messages that appear when a delete fails because it is used has been improved

Release Notes for 9.09.02.4250

HomeCare

CARE-7368 : Radaro Integration: When sending a bulk set of updates some are not processed correctly.

This has now been resolved.

Release Notes for 9.09.02.4247

PayCare

CARE-7345 : Remove the New warning when Current Pays Only is not selected.

Menu Item: PayCare > Processing > Pay Entry > Edit Pay

The message was showing in the PayCare > Processing > Pay Entry > Automatic Pay screens when it shouldn’t. The message has been removed.

Release Notes for 9.09.02.4243

HomeCare

CARE-7333 : Attendance tab details not always loading.

Menu item: HomeCare > Processing > Service Attendance

For some setups, when you choose a service the Attendance details were not appearing. This has been resolved.

Release Notes for 9.09.02.4238

HomeCare

CARE-7312 : Add a Funding Body override and a DEX Quantity field to the Task Schedule record.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

Two new fields have been added to the Edit Service screen:

  1. a Funding Body override field.
  2. a DEX “quantity” field.

The Funding Body field should same filters as are used in the Task Template - the available funding bodies are limited to those of the same “funding type” as the default. For example, CHSP funded services can only be overridden by other CHSP funding bodies.

If an alternative Funding Body is selected, the DEX Outlet Activity from the alternative record should be used when filtering values in the DEX service type dropdown.

Changing the Funding Body on the service record may invalidate the existing DEX Service Type. e.g. if the Funding Body is changed from an Outlet Activity that delivers Social Support Group to one that delivers Centre Based Respite, then the default DEX Service Type code may also need to change.

CARE-7313 : Add Outlet Activity override and a Quantity field to the DEX output process.

Menu Item: HomeCare > Processing > Create DEX Bulk Data File

When generating the DEX file:

  1. allow the Funding Body selected on the individual Task Schedule record to override selections on the Task Template, Client Contract, and/or Program Maintenance screen.
  2. include the quantity value from the Task Schedule record if it is set

HomeCare, RostCare

CARE-7374 : Error when saving in Roster Replacements screen.

Menu Item: HomeCare > Dashboard > Clients & Staff > Roster Replacements

When saving some HomeCare Shifts, an error would appear. This has been resolved

PayCare

CARE-5222 : Edit Pay does not always load defaults.

Menu Items: PayCare > Processing > Pay Entry > Edit Pay

In some circumstances the defaults set by the “Set Defaults” button does not load. This has been resolved

CARE-7317 : Edit Pays: New warning when Current Pays Only is not selected.

Menu Item: PayCare > Processing > Pay Entry > Edit Pay

When you open the pay screen, if you choose an option other than, “Current Pays Only” a warning appears which warns you and informs you of the screen behaviour.

Release Notes for 9.09.02.4233

HomeCare

CARE-7285 : New Report: Employee Default Service Templates.

New Menu Item: HomeCare > Reports > Employee Default Service Templates

A report has been added to the system to list out the Service Templates that an Employee is assigned to as the Default Employee.

The report lets you filter on Program Code range and Employee Code range. Services are grouped by Employee, with a new page for each employee. It then is grouped again by Program.

The report then lists out the services the are the default employee on with the following information:

  • Service Type
  • Schedule Summary (Weekly on Monday, etc)
  • The time
  • The start date (The date of the first service)
  • Client name

The security applied to the report will be the default for the operator’s roles.

CARE-7308 : Client Notes: Improvements for smaller screen sizes.

Menu item: HomeCare > Maintenance > Client

The Clients notes dialog has been improved to work better on screens with low resolutions.

CARE-7316 : Reinstating a service issue.

Menu item: HomeCare > Processing > Daily Service Processing
Menu item: HomeCare > Processing > Service Attendance
Menu item: HomeCare > Processing > Service Sign Off

The ability to right click and reinstate a service does not work in some circumstance. This has been resolved.

Release Notes for 9.09.02.4229

HomeCare

CARE-7311 : Alternate leave type is not supported in new Client Maintenance screen.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client

“Alternate” leave type was not available as an option. This has now been added.

Release Notes for 9.09.02.4227

HomeCare

CARE-7304 : Service Templates can start on the first day of the contract.

Menu item: HomeCare > Maintenance > Client

Previously, you could not create a Service Template on the first day of the contract. This has been resolved.

Release Notes for 9.09.02.4225

CrediCare

CARE-6947 : Create Standing Journal Process improvement for Posting Dates.

Menu item: CrediCare > Processing > Create Standing Journals

Menu item: CrediCare > Maintenance > Standing Journals

These screens have been updated to use the Posting Range settings, consistent with the rest of the system.

CARE-7150 : Show number of attachments on the Transaction browse screen.

Menu Item: CrediCare > Processing > Edit Transactions

The browse screen now includes the number of Attachments that the Transactions have.

HomeCare

CARE-7207 : HomeCare/ClientCare: Add warning when deleting Notes.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client > Notes Tab
Menu Item: ClientCare > Dashboard > Clients & Processing > Resident > Notes Tab

On the Notes tab, a warning has been added before you delete the Note.

CARE-7283 : Ability to Search in Client Charge screen.

Menu Item: HomeCare > Dashboard > Processing > Client Charges

You can now search the client charges using the search in the top right corner.

CARE-7295 : HCP Client Account Estimate Improvements.

Menu Item: HomeCare > Reports > Home Care Packages Client Account Estimate

The report has been updated to improve the Subsidy Estimation

System

CARE-7297 : Some Browse Screen Sizes are improved.

Menu Item: CrediCare > Transaction and Payment Browse Screens

A change has been made so when you browse on these screens they are now wider than before, making it easier to see all the columns.

Release Notes for 9.09.02.4220

ClientCare

CARE-7032 : Care Minutes Calculation period is no longer directly before the Target Period.

Menu Item: ClientCare > Maintenance > Online Claiming > Service & Funding Body Management

The Care Minutes tab has been updated to reflect the changes the department made to how Care Minutes was Calculated.

The screen now shows both the Period of Calculation and the Period of Care Delivery. The Period of Care Delivery now defaults to the start of the Quarter following the Period of Calculation End Date instead of the Month immediately following it.

The Period of Care Delivery Start date can be overridden, but the Period of Care Delivery End Date cannot be entered.

Additionally, when entering a new row, it will fill in the dates to be for the quarter that follows the last quarter entered into the system.

CARE-7164 : Update descriptions for HCP Statement.

Menu Item: ClientCare > Reports > CDC Account > Home Care Package Client Statement

Improvements have been made to the descriptions on the statement in regards to Kilometres

CARE-7276 : Deposit statement shows the refund date as the day after the Refund is Due.

Menu: ClientCare > Reports > Deposits & Bonds > Statements > Deposit Register Statement

Menu: ClientCare > Dashboard > Statements > Deposit Register Statement

The Refund Due Date value was using the “Date for Higher Interest” value from the contract. It has been updated it to use the day before this date.

CrediCare

CARE-7152 : Add Transactions screen sometimes closes on save.

Description


Menu Path: CrediCare > Dashboard > Transactions > Add Transactions

Sometimes when the Transaction screen was saved, when the confirmation dialog was closed the entire screen closed. This is now resolved

HomeCare

CARE-7190 : Cancel process does not allow the user to select a reason.

Menu item: HomeCare > Processing > Daily Service Processing > Services tab

Menu item: HomeCare > Processing > Service Sign Off

Right clicking and selecting Cancel on these screens would not allow you to select a Cancellation Reason and Discount Rate. This has now been fixed.

If cancelling one item you will see all the details of that item. If cancelling two or more you will be presented with a screen allowing the selection of the Cancellation Reason and Discount Rate, these selections will then be applied to all selected items.

CARE-7191 : Cancellation Reason is not always visible when editing Services.

Menu item: HomeCare > Processing > Daily Service Processing
Menu item: HomeCare > Processing > Service Attendance
Menu item: HomeCare > Processing > Service Sign Off

There is now a display showing the Cancellation Reason when editing a Service. The Cancellation Reason can now be changed after the service has been Cancelled.

CARE-7223 : Copying values from previous Charges & Payments doesn't copy some values.

Menu item: HomeCare > Maintenance > Service Type

When creating a new record on the Charges & Payments tab if the user opted to copy the values from the previous record it would not copy some of the previous values. This has been fixed.

CARE-7225 : Client Charges screen doesn't show duration for things that go over midnight.

Menu item: HomeCare > Processing > Client Charges

This has been resolved.

CARE-7230 : Client Maintenance incorrectly says it does Cancellations on Departure but actually does Deletes.

Menu item: HomeCare > Maintenance > Client

When departing a client the screen presents a dialog saying it would Cancel services after the departure date. What it actually does is Delete services after the Departure Date. The dialog has been changed to reflect what is actually going to happen and it no longer makes it an option to set the End Date on recurring services, it is now mandatory.

CARE-7242 : Search doesn't search in employee names on Staff Only Services.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Processing > Service Sign Off

Searching by employee names would not return these services. This has been resolved.

CARE-7246 : Timesheet information for Services may be discarded in some circumstances.

Menu item: HomeCare > Processing > Daily Service Processing
Menu item: HomeCare > Processing > Service Attendance

In some circumstances a service in a shift could have a timesheet record from the worker completing the service which would be removed at a later time. This has been fixed.

CARE-7269 : Service Template Service Summary updated to use 'ends' instead of 'ended' when it is an active template with a future end date.

Menu Item: HomeCare > Maintenance > Client

This has been resolved

CARE-7273 : Advanced Locations on the Attendance screen: Move up and down buttons don't work.

Menu item: HomeCare > Processing > Service Attendance

Using Edit then opening the Advanced list through this screen would result in the up and down buttons in the list of locations not working. This has been fixed.

CARE-7275 : Cannot enter Notes in Calendar tab.

Menu: HomeCare > Dashboard > Processing > Daily Service Processing > Calendar

When right clicking and selecting Notes the UI would appear and disappear quickly. This has been fixed.

HomeCare, RostCare

CARE-7219 : Ability to put Working Roster shifts on leave when saving changes in the Leave Schedule screen.

Menu Item: RostCare > Dashboard > Manage future periods > Leave Schedule
Menu Item: HomeCare > Dashboard > Clients & Staff > Leave Schedule

When adding new leave on the Leave Schedule screen, if there is any Shifts on the Working Roster in that period for that employee, a screen will appear to give you the option to put them on leave. The screen lets you choose which shifts to put on leave and whether you want to create a replacement shift for them or not.

If they do not have any Working shifts in the period, the screen will save without showing the dialog.

When updating leave, the screen will only appear if the Leave Type, or the Leave Days are changed. You can also right click on leave in the list and choose, “Check for Shifts on Save…” to show the leave period on the Update Working Roster screen.

Leave that is marked to be Check for shifts on save, whether set automatically or manually appear in the list in blue.

TimeCare

CARE-7289 : Size of the Shift Edit Screen in time and attendance.

Menu Item: TimeCare > Rostering > Roster / Attendance Matching

In a recent release, the Edit Screen was changed and took up more space than what was needed. This has been resolved.

Release Notes for 9.09.02.4207

ClientCare, HomeCare

CARE-6958 : Client Maintenance - Add new MAC and Medicare fields.

Menu item: ClientCare > Maintenance > People > Resident > Financial tab

Menu item: HomeCare > Maintenance > Client > Financial tab

A new field has been added to this tab to record the My Aged Care Id Number (MAC ID).

Menu item: ClientCare > Maintenance > People > Resident > Medical tab

Menu item: HomeCare > Maintenance > Client > Medical tab

A new field has been added to this tab to record the Medicare Care Individual Reference Number (IRN).

A new field has been added to this tab to record the Medicare Expiry date.

CARE-7216 : Add Validation to the Medicare Number.

Menu item: ClientCare > Maintenance > People > Resident

Menu item: HomeCare > Maintenance > Client

Validation has been added to the Medicare Number field. The validation indicates when a Medicare does not seem to be valid but it does not prevent the Client from being saved.

CARE-7240 : Client Maintenance > Additional Fees shows the wrong rate in certain circumstances.

Menu item: ClientCare > Maintenance > People > Resident

Menu item: HomeCare > Maintenance > Client

The Additional Fees tab could show the wrong rate in certain circumstances. This has been fixed.

ClientCare, PayCare

CARE-7271 : In some cases, entering contacts does not work.

Menu Item: PayCare > Maintenance > Employee > Employee
Menu Item: RostCare > Maintenance > Employee > Employee
Menu Item: ClientCare > Maintenance > People > Resident

In some cases entering contacts was failing. This has been fixed

HomeCare

CARE-7062 : Service Comments display does not display long comments completely.

Menu item: HomeCare > Processing > Service Attendance

The display that shows staff comments has been increased to show more text.

Please be aware that the field is limited to 500 characters but this limit is not enforced in Radaro. The control is large enough now to display 500 characters at once.

CARE-7151 : Employee Roster Management can freeze.

Menu item: HomeCare > Maintenance > Employee Roster Management

In certain circumstances this screen could cause the system to freeze. This has been fixed.

In certain circumstances this screen could cause an error. This has also been fixed.

CARE-7162 : Spelling error in Staff Attendance.

Menu item: HomeCare > Processing > Service Attendance

A spelling error has been fixed in this screen.

CARE-7205 : Add a new report to estimate the HCP position for current clients.

Menu item: HomeCare > Reports > Home Care Packages Client Account Estimate

This report shows estimated income and expense for clients between the last month reconciled in Home Care Package Monthly Reconciliation and the end of the current month.

The new report has these parameters:

  • Client range
  • Program range
  • Group by option: None, Program or Naps Service
  • Sort by option: Client Id or Client Name
  • Show Client Leave: When ticked shows a list of Scheduled Leave for each client
  • Show Detail: When ticked shows a detailed list of estimated figures that made up the estimated balances
  • Include Next Month: When ticked this allows the report to run and estimate up to the end of the next month. The purpose of this is to allow estimation further into the future when the current month is nearly finished.

In summary mode the report has these columns:

  • Client Name: The display for the Client Name can be changed by setting the Program Option Switch.HomeCare.NameFormat.ChargeEstimate.Client. This also controls Sorting when Sort by is set to Client Name.
  • Client Id
  • Naps Id
  • Unspent Funds date: This is the date of the last reconciled month for the Naps Service in Home Care Package Monthly Reconciliation
  • Unspent Funds: This is the figure shown at end of the Home Care Package Client Statement for the last reconciled month
  • Total Subsidy: This is the estimated subsidies that will be paid for the client
  • Total Contribution: This is the estimated client contributions that will be paid by the client
  • Total Management Fees: This is the estimated periodic billing fees that will be paid by the client
  • Total Past Services: This is the sum of charges for services delivered to the client up to and including the current day
  • Total Future Services: This is the sum of charges for services that are scheduled between the end of the current day and the end of current month or next month if selected
  • Total Ad Hoc Payments: This is the sum of transactions entered on the Work File Entry screen that have not yet been applied to the client’s account
  • Estimated Balance: This is the balance calculated as follow: Unspent Funds + Total Subsidy + Total Contribution - Total Management Fees - Total Past Services - Total Future Services - Total Ad Hoc Payments

Some estimated figures are calculated once a day. These are the Subsidies, Contributions and Fees.

These are calculated nightly by a scheduled process.

The process can be controlled using these program options:

  • EnableItem.Service.JobClientChargesGenerateEstimate: Disables or enables the estimation.
  • Frequency.Service.JobClientChargesGenerateEstimate: Controls how often the process runs. If you want the estimation to be up to date set this to a smaller number.
  • Time.Service.JobClientChargesGenerateEstimate: Controls the start time of the first run of the process in a day.

CARE-7226 : Service Types > Costing Rule options name improvements.

Menu item: HomeCare > Maintenance > Service Type

The Costing Rule list of options has been charged to have consistent names.

CARE-7245 : Error occurs in HomeCare Reconciliation screen when opening a Naps Service.

Menu Item: ClientCare > Processing > Home Care Package Monthly Reconciliation

An error preventing this screen from opening a Naps Service has been fixed.

CARE-7258 : Client Maintenance screen creates errors.

Menu item: HomeCare > Maintenance > Client

This screen might create errors when saving or changing the selected client. This has been fixed.

CARE-7260 : Client Maintenance screen could shows errors when refreshing.

Menu item: HomeCare > Maintenance > Client

When refreshing a Client’s record this screen could show an error. This has been fixed.

CARE-7261 : Service Listing Report is creating an error when running the report.

Menu item: HomeCare > Reports > Service Listing

This report has been fixed.

CARE-7266 : Right clicking on a Travel item and selecting Notes can create an error.

Menu item: HomeCare > Processing > Daily Service Processing

Right clicking on a Travel section and choosing Notes would create an error. The notes feature has been disabled on Travel sections.

HomeCare, System

CARE-7265 : The program can run out of memory due to a memory leak.

A memory leak has been fixed in the program.

System

CARE-7259 : Main program window can create an error.

In rare circumstances the main program window could create an error. This has been fixed.

CARE-7263 : Closing the program can create an error.

A rare error that can occur when closing the program has been fixed.

TimeCare

CARE-7132 : On the Attendance Matching screen adding a comment where one already exists creates an error.

Menu item: TimeCare > Rostering > Roster / Attendance Matching

An issue could occur where adding a comment to a shift would create an error if a comment already existed.

This has been fixed. New comments will be appended to existing comments.

Release Notes for 9.09.02.4188

ClientCare

CARE-7229 : Aged Care Outbreak Management Supplement.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

From 1st February 2024 a new Aged Care Outbreak Management Supplement will be paid to Residential Aged Care providers via the monthly Payment Statement.

The Subsidy code for this payment will be ACOMS

The rate of the payment will be $2.81 per day, from 1 February 2024 until the end of 2024.

ACOMS will be paid for each occupied bed in an approved Residential Aged Care facility. Our understanding is that this means both Permanent and Respite clients will receive the payment.

The Care Systems Subsidy Estimate will use subsidy codes ACOMSPERM and ACOMSRESP for Permanent and Respite clients respectively, allowing providers to track revenue separately for permanent and respite stays.

More information can be found on the department of health website here:

https://www.health.gov.au/topics/aged-care/managing-covid-19/government-support

HomeCare

CARE-7098 : Employee Roster Management: Filter Employees based on Operator Domain security.

Menu Item: HomeCare > Employee Roster Management

The Employee Roster Management screen now implements row level employee security.

The screen will now filter Employees displayed on the "Employee Roster Management" screen based on an Operator's Domain security settings.

This style of filtering is currently used in the Leave Schedule screen.

CARE-7195 : Employee Leave Report now available in HomeCare Module.

RostCare Menu Path: RostCare > Reports > Employee > Leave
HomeCare Menu Path: HomeCare > Reports > Employee Leave

The Employee Leave report is now available in the HomeCare reporting menu.

HomeCare, RostCare

CARE-7199 : Apply Security settings to individual Tabs on the Employee Roster Management screen.

Menu Item: HomeCare > Maintenance > Employee Roster Management
Menu Item: Settings > Dashboard > Security > Screen Permissions

New Security Menu Items added to the Screen Permissions screen:
Maintenance > Employee Roster Management: Roster Domains
Maintenance > Employee Roster Management: Addresses
Maintenance > Employee Roster Management: Positions
Maintenance > Employee Roster Management: Qualifications
Maintenance > Employee Roster Management: Competencies
Maintenance > Employee Roster Management: Client Compatibility
Maintenance > Employee Roster Management: External Identifiers
Maintenance > Employee Roster Management: Availability

By default, Operators will have the same access to individual tabs as granted by the Maintenance > Employee Roster Management security item.

PayCare

CARE-7234 : Superannuation Clearing House EFT files may contain incorrect Award super values.

Menu Item: PayCare > Processing > Direct Transfers > Clearing House

For PayCare systems configured to use Award superannuation, the Clearing House EFT file may not combine all Award values correctly, resulting in an incorrect total in the output csv/text file. This issue has now been resolved.

Release Notes for 9.09.02.4181

ClientCare

CARE-3401 : MTCF (means tested care fee) manual workfile adjustments to be included in annual/lifetime threshold calculations.

Menu Item: ClientCare > Processing > Work File

When entering a workfile transaction against a Means Tested Fee transaction type, this will now count toward the Annual and Lifetime Means Tested Caps.

To work out if a Transaction Type relates to Means Tested Fees, it looks up Maintenance>Financial>Accommodation Fee Types. If the transaction type is used exclusively for Means Tested 103 on that screen, it will be a Means Tested Transaction Type.

If a transaction type is used for multiple charges including means tested, it will give you a warning telling you it will not count toward the cap (ie it will behave as other transaction types do). Sometimes people use the same transaction type for both Income Tested and Means Tested, so will get that warning. If you want to use the functionality and remove the warning, make sure there is a Means Tested only transaction type in Accommodation Fee Types.

After posting the workfile, the means tested transaction generated will be for a single day. It will add onto the cap (debit) or subtract from the cap (credit). This will allow you to record refunds or other adjustments by just using the Workfile Entry screen and no other adjustments should be necessary.

CARE-6795 : ClientCare - RAD receipt against Respite Stay.

Menu Item: ClientCare > Processing > Workfile Entry
Menu Item: CashCare > Processing > Cash Drawer > Enter Receipt.

When you record a transaction using either of these screens, it allows you to select a ClientCare Person for the transaction and their Accommodation. Now the accommodation line will show more details including the stay date and if it’s respite or not.

This change will allow you to pick the correct stay to record a transaction against, previously the stay was selected using the accommodation and transaction date. Sometimes a deposit could be recorded against a respite stay if it was received before the permanent stay.

If you try to record a deposit transaction type to a respite stay, it will give you a warning. You can still do these transactions, eg if you need to correct a previously incorrect entry you will need to make such a transaction.

CARE-7081 : Fee Type Name Change - "Daily Care Fee' to "Basic Daily Fee".

Menu Item: ClientCare > Maintenance > Financial > Accommodation Fee Types

The Fee Type Name has been changed to reflect the description on My Aged Care.

CARE-7181 : Apostrophe in Surname in Person Relationship causes an error.

Menu item: ClientCare > Maintenance > People > Resident

Entering an apostrophe in the name when creating a contact was causing an error. This has been resolved.

CARE-7184 : Updates Batch Period Analysis Report Format.

Menu Item: ClientCare > Reports > Management > Batch Period Analysis

This report has been updated to use the new Parameter Selections.

ClientCare, HomeCare

CARE-7043 : HomeCare - Cannot save a new client using Client Wizard when Additional Fee is added.

Menu item: HomeCare > Maintenance > Client

If creating a new client with an Additional Fee attached the program would create an error. This has been fixed.

CrediCare

CARE-7144 : Standing Journals warn when duplicate Invoice Number.

Menu Item: CrediCare > Processing > Create Standing Journals

When the Invoice Number for a standing journal is also used by another standing journal, the process will now warn and allow you to cancel the process.

CARE-7145 : Update the Standing Journal Report to make entries with Duplicate Invoice Numbers stand out.

Menu Item: CrediCare > Reports > Standing Journals

The report now shows when Standing Journals share a Invoice number and supplier with another standing journal.

HomeCare

CARE-7021 : HomeCare - Daily Service Processing > Sort options should be removed.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Processing > Service Attendance

Menu item: HomeCare > Processing > Service Sign Off

The sort options have been removed from the filter window. The sorting ability is available on the grid displaying the data.

CARE-7038 : Updates to Radaro Integration to respect TimeZones.

Updates to the integration have been made to handle different timezones better

CARE-7049 : HomeCare - In Daily Service Processing Calendar tab allow drag and drop of a service to a worker not on shift.

Menu item: HomeCare > Processing > Daily Service Processing

The screen now allows a service to be drag and dropped onto a worker who doesn’t have a shift on that day. It also allows the service to be dropped on a worker who has a shift but not at that time. The system will ask if the shift should be created. If the operation is declined the shift will not be created and the service will not be assigned.

CARE-7054 : HomeCare - Remove the Deleted filter from Daily Service Processing.

Menu item: HomeCare > Processing > Daily Service Processing

The ability to see Deleted services has been removed. This is because the user does not need to see Deleted services.

CARE-7055 : HomeCare - Updates on services between today and the limit for future Radaro jobs do not send straight away.

Menu item: HomeCare > Processing > Daily Service Processing

The option Limit.Service.JobRadaroSendForFutureDays controls how many days in advance the system looks for services to send to Radaro. When Service is edited and requires publishing to Radaro in that date range the update would not be sent until after 4pm.

This has now been changed so that changes on Services within that day limit are sent immediately when the next Publish occurs.

CARE-7061 : HomeCare - Daily Service List report should show service status if it is Cancelled or Completed.

Menu item: HomeCare > Reports > Daily Service List

The status of the service is now shown if it is not the Scheduled status. This is done to highlight services that have been Cancelled but still Assigned to a worker.

CARE-7063 : HomeCare - Remove Daily Service Processing > Attendance and Sign Off tabs.

Menu item: HomeCare > Processing > Daily Service Processing

The Attendance tab and Sign Off tab have been removed from this screen.

They have been moved to HomeCare > Processing > Service Attendance and HomeCare > Processing > Service Sign Off respectively.

CARE-7076 : HomeCare - Allow user to view all hours in a day on the Daily Service Processing Calendar tab.

Menu Item: HomeCare > Processing > Daily Service Processing

Calendar tab

Three new view options have been added that allow the time range to be adjusted.

They are: 24 hour, 12am-12pm, 6am-6pm, 12pm-12am

24 hour is the default mode, 6am-6pm is equivalent to the previous default view.

CARE-7082 : When Cancelling a service with a UI automatically tick the Exclude from DEX report flag.

Menu item: HomeCare > Processing > Daily Service Processing
Function: HomeCare > Processing > Daily Service Processing > Calendar > Cancel
Function: HomeCare > Processing > Daily Service Processing > Attendance > Shift > Cancel service

Menu item: HomeCare > Processing > Service Attendance
Function: HomeCare > Processing > Service Attendance > Shift > Cancel service

When Cancelling a service with cancel dialog

  1. Before UI cancel dialog opens, set Exclude from DEX flag to true
  2. Allow user to de-select option on screen
  3. Allow user to de-select/change option using “edit” dialog later

When Reinstating a Cancelled service:

  1. Set Exclude from DEX flag to false

CARE-7083 : When Cancelling a service without a UI automatically tick the Exclude from DEX report flag.

When a service is cancelled without the cancel dialog

  1. Set Exclude from DEX flag to true
  2. Allow user to de-select/change option using “edit” dialog later

When Reinstating a Cancelled service:

  1. Set Exclude from DEX flag to false

CARE-7084 : When generating a DEX report include Cancelled services if Exclude from DEX Report is not ticked.

Menu Item: HomeCare > Processing > Create DEX Bulk Data File

When generating Dex files, cancelled services are now included as long as the Exclude from DEX flag is not ticked

CARE-7104 : HomeCare - Charge Time Filter setting for Most Time Between is not functional.

Menu item: HomeCare > Maintenance > Service Type

The Costing Rule setting Most Time Between was not functional. It has been fixed.

The rule means that if a service and Costing Rule time period overlap for at least 50% of the service time then the charges are generated for that service.

CARE-7105 : HomeCare - Update ClientCare ledger transaction attributes with more details from Client Charge records.

Menu item: HomeCare > Maintenance > Service Type
Menu item: HomeCare > Processing > Client Charges
Menu item: ClientCare > Processing > Period Billing

When generating ClientCare transactions from HomeCare Client Charges, update attributes of the ClientCare ledger record with:

  • the ClientCare transaction type for the relevant HomeCare charge rule
  • the hourly, per-km, etc, rate, recorded in the rateamount field
  • the number of hours, kms, etc, recorded in the units field
  • the unit type, recorded in the Ref field

CARE-7113 : HomeCare - Add option to choose Radaro completion codes relating to travel kms.

Menu item: HomeCare > Setup > General Settings

This screen has been renamed from Default Address Types to General Settings.

A new section has been added called ‘Success Codes from Radaro’

The new section contains new fields that are the codes that are used to detect km values in comments coming from Radaro.

CARE-7114 : HomeCare - Expand the date range of scheduled client charge checking process in the Application Service.

Menu item: HomeCare > Dashboard > Processing > Service Attendance
Menu item: HomeCare > Dashboard > Processing > Service Sign Off

There is a process that runs to check for Client Charges that haven’t been calculated yet or are flagged as not up to date. The process would only check for incorrect charges on the current day.

It has now been expanded to use the same date range that services are generated for. It is controlled using these options: Limit.Service.JobTaskScheduleServiceGeneration and Limit.Service.JobTaskScheduleServiceGenerationPast.

CARE-7115 : HomeCare - When editing times or distance on the Attendance screen the Client Charges should be recalculated.

Menu item: HomeCare > Processing > Service Attendance

Editing values on this screen will now trigger the Application Server to recalculate the appropriate Client Charges.

CARE-7119 : HomeCare - Client Charges screen does not warn if there are outstanding changes to be saved on close.

Menu item: HomeCare > Processing > Client Charges

This screen would not warn that there are unsaved changes when closing. This has been fixed.

CARE-7130 : HomeCare - Editing Shift times results in all Services being Unassigned.

Menu item: HomeCare > Processing > Roster Replacements

Services will now be unassigned in a simpler and faster fashion.

The actions that affect services are shown below:

  • Split Shift: Unassign services for times after the split time
  • Delete Shift: Unassign all services
  • Unassign Employee: Unassign all services
  • Put On Leave: Unassign all services
  • Put On Leave with no Replacement: Unassign all services
  • Edit a shift with changes to Employee, Start, End or Leave: Only Unassign necessary services

The system will now do those changes immediately instead of waiting until a later time.

CARE-7131 : HomeCare - Roster Domain Management allows non digit characters.

Menu item: HomeCare > Maintenance > Employee Roster Management

External Identifiers tab

Validation has been added to this section so that only digits can be entered as an External Id for the Radaro system.

CARE-7169 : HomeCare - Add Charge Client fields to allow overriding of charged time and distance.

Menu item: HomeCare > Processing > Service Attendance

A new column time and distance values has been added to this screen. They are on the Services and parts inside the selected Shift.

The new fields are under the Charge Client header and control how much time and distance will be charged to the Client.

The new fields always appear on Services in the Shift. They can also be shown or hidden on the Travel sections in the Shift. The options to control their appearance are: Switch.HomeCare.DistanceChargeableBetweenServices and Switch.HomeCare.TimeChargeableBetweenServices

If the Charge Client time is not filled in the charges will be calculated using the Planned times.

If the Charge Client distance is not filled in then charges will be calculated using the Planned distance.

The purpose for these fields are to allow the Charges to Clients to differ from the Planned times and distances whilst also being different from what is used to pay the worker.

The new fields are designed to be read only unless double clicked. This is done on purpose to make it harder to make accidental edits. Each control must be double clicked before edits are allowed.

CARE-7192 : Assign Default Employee does not show the Address.

Menu item: HomeCare > Maintenance > Client

When you try to assign the Default Employee on Contract tab > Schedule tab, It does not show the Address. This has been resolved.

CARE-7224 : HomeCare - Client Charges might not generate when the Costing Time rules go over midnight.

Menu item: HomeCare > Maintenance > Service Type

In situations where a Costing Rule is set to apply overnight, for example when start time is 6pm and end time is 6am, then the Costing Rule may not have correctly applied. This has been fixed.

CARE-7227 : HomeCare - Completing a service may incorrectly set the Discount Rate.

Menu item: HomeCare > Setup > Cancellation Reasons

Menu item: HomeCare > Setup > Discount Rates

Menu item: HomeCare > Processing > Daily Service Processing

Using the Right Click > Complete process on Services would incorrectly set the Discount rate using the Default Cancellation Reason. This issue has been addressed. HomeCare will not set Discount Rates automatically when Completing a Service.

HomeCare, RostCare

CARE-7134 : HomeCare - Add settings to control "Use Default Day Type" on shifts.

Menu item: HomeCare > Setup > General Settings

This screen has four new checkboxes added to it. There is one checkboxes for each types of employment, Full Time, Part Time, Casual and Contract.

The checkboxes are used to control whether a shift created in HomeCare for an employee of that type has the “Use Default Day Type” set on it or not for.

The default for the new checkboxes is unticked to ensure that there are no changes in behaviour.

If the employment type is paid for their time on the whole shift the the flag should be ticked.

If the employment type is only paid for their time actually working a service for a client then the flag should be left unticked.

LegiCare

CARE-7080 : LegiCare Bank Reconcilation - Ability to see bank account that transaction is being applied to.

Menu Item: LegiCare > Dashboard > Reconciliation > Reconcile All

A field has been added to the Simple Transaction Entry screen to all the GL Account to be shown and if needed edited.

CARE-7135 : Dimension Generation: Improvements for "Custom Mode".

Menu Item: LegiCare > Maintenance > Dimension Account > Dimension Management

  • When in Custom Mode, the Active Flag on accounts would not show on the Maintenance screen. This has been changed so that it always shows
  • Some defaults have been changed so that accounts created when in Custom Mode will be set to Active by default instead of Not Active.

Reports

CARE-7201 : Care Minutes Target on Widget are incorrect.

The Care Minutes Targets Widget was showing the values from the earliest entered values. This has been resolved

RostCare

CARE-6713 : Add Payitems tab to Roster Replacement screen.

Menu item: RostCare > Processing > Employee > Roster Replacements
Menu item: HomeCare > Processing > Roster Replacements
Menu item: TimeCare > Rostering > Roster / Attendance Matching

On the Roster Replacement and Time Attendance screen, you can now see the payitems for a shift.

System

CARE-7126 : Pressing F9 can cause the program to become unresponsive.

Menu item: HomeCare > Client Maintenance > Contracts > Schedule > Edit a Service

Using the F9 key to display a browse window would cause the program to become unresponsive in some situations. This has been fixed.

Release Notes for 9.09.02.4148

HomeCare

CARE-7163 : When sending visit information to mobile apps, ensure status is recorded correctly in internal audit trail.

Menu item: HomeCare > Processing > Daily Service Processing

Under some circumstances, the internal audit trail may show that a visit has been sent to mobile when it was not accepted by the mobile Portal. This issue has now been resolved.

Reports, RostCare

CARE-7058 : 24 Hour RN Report - ensure all unstaffed periods are reported.

Menu Item: RostCare > Dashboard > Reports > 24 Hour RN Report
Menu Item: Reporting > Dashboard > Reports > 24 Hour RN Report

In some cases where there is no RN on shift, the report may not display the missing period correctly.

This issue has now been resolved.

Release Notes for 9.09.02.4144

ApplicationServer

CARE-6983 : The Care Systems Program Server will sometimes fail to complete a job.

The Care Systems Program Server would occasionally fail to complete a job. This situation has been fixed.

CARE-6984 : Care Systems Program Server is less responsive after restarting.

Occasionally the Care Systems Program Server would seem to be less responsive to client requested jobs. This has been improved now.

ApplicationServer, TimeCare

CARE-7053 : Kiosk Feedback feature could cause an error in the database.

When using the Kiosk Feedback feature the server could log an error in some cases. This has been fixed.

ClientCare

CARE-6926 : Means Tested Fee report showing Annual and Lifetime balances and caps.

Menu item: ClientCare > Reports > Financial > Means Tested Fee Statement

A new report has been added to ClientCare.

In summary mode it will list Means Tested Fee transactions which cause the Annual or Lifetime balance of a client to exceed the caps that applied at that time.

In details mode it will list all Means Tested Fee transactions which contribute to the running balance for the Annual or Lifetime of Means Tested Fees.

Both modes are grouped and sorted by the client and then their contracts and then by the contract years.

CARE-6952 : Improvements to Period Billing for "Out of Memory Exception".

Menu Item: ClientCare > Dashboard > Clients & Processing > Period Billing

In some circumstances, the period billing would fail with an “Out of Memory” exception. Changes have been made to prevent this.

CARE-6953 : Period Billing uses memory longer than it needs to.

Menu Item: ClientCare > Processing > Period Billing

Menu Item: ClientCare > Processing > Update Deposits and Bonds

Menu Item: ClientCare > Processing > Process Refunds and Transfers

Menu Item: ClientCare > Maintenance > People > Resident (new screen)

Improvements have been done to memory management when a Period Billing process runs.

ClientCare, HomeCare

CARE-6999 : Additional Fees selection incorrectly shows Service Types in the combo box.

Menu item: HomeCare > Maintenance > Client

Menu item: ClientCare > Maintenance > People > Resident (if enabled)

The Additional Fees section could incorrectly show Services Types. This has been fixed.

ClientCare, LegiCare

CARE-6894 : New option in ClientCare to control display format of receipt transactions in LegiCare Bank Reconciliation.

Menu Item: ClientCare > Setup > Transaction Type
Menu Item: LegiCare > Dashboard > Reconciliation > Reconcile All

A new Bank Reconciliation Display option has been added to the ClientCare Transaction Type maintenance screen, with options:

  • Show one line per Batch - for transaction types used for individual bank statement receipts

  • Show individual transactions - for transaction types used for EFTs and other receipts represented as single bulk entries on the bank statement

This field is used on Receipt transaction types to control how the receipt is displayed in the LegiCare Bank Reconciliation screen.

CrediCare

CARE-6943 : CrediCare Reconcilation Report: Columns increased for larger values.

Menu Item: CrediCare > Reports > Aged Balance > Aged Balance

The columns for dollar values have been increased to allow larger numbers.

HomeCare

CARE-6006 : HomeCare - Run an end of day process to import everything from radaro that was missed during the day.

Menu Item: Settings > Dashboard > Configuration > Program Options

Four options have been added to the Program Options screen to control import of mobile worker attendance at end of day.

This is usually and “end-of-day” job to pick up any attendance that was missing from the webhook calls that are sent from mobile workers to the core system in real time, but it can be scheduled to run more frequently.

  1. EnableItem.ServiceJobRadaroImport - default to Yes
  2. Frequency.ServiceJobRadaroImport - in Minutes. Defaults to 1440.
  3. Limit.ServiceJobRadaroImport - number of days to look back. Default to 1 i.e. look for Jobs from start of Yesterday (day-1). Always searches up to end of today.
  4. Time.ServiceJobRadaroImport - time of day to run process. Defaults to 7am.

CARE-6919 : HomeCare - Sign-Off screen could display an error in certain circumstances.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Processing > Service Sign Off

Using a time filter with Remember all filters ticked would cause the screen to crash the next time it was opened. This has been fixed.

CARE-6923 : Add Location column to the Client Charges screen.

Menu Item: HomeCare > Processing > Client Charges

The Location of the service has been added to this screen.

CARE-6963 : Daily Service Processing > Summary tab > Clicking a link in the day summaries doesn't filter correctly.

Menu item: HomeCare > Processing > Daily Service Processing

Clicking a link on the Summary tab would not set the correct filters. This has been fixed.

CARE-6964 : In the Sign-Off screen, after Cancelling a service, it cannot be acted on again until the screen is refreshed.

Menu item: HomeCare > Processing > Service Sign Off

If a service is Cancelled then another action is taken that action will not proceed. This has been fixed.

CARE-6965 : HomeCare - End Dates on Service templates and service instances sometimes get a day added.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

Sometimes the end times on Templates and Services would be incorrect. This would be most noticeable in the timeline when Assigning the service. It would appear to go through till midnight. This has been fixed now.

CARE-6967 : HomeCare - Improve performance of Service Generator.

Menu item: Service

Menu item: HomeCare > Maintenance > Client > Contract tab > Schedule tab > Edit template

Menu item: HomeCare > Maintenance > Staff Only Services

Menu item: HomeCare > Processing > Daily Service Processing > Add New service

Menu item: HomeCare > Processing > Daily Service Processing > Edit service

Menu item: HomeCare > Processing > Service Attendance > Edit service

Menu item: HomeCare > Processing > Service Sign Off > Edit service

Performance optimisations have been made in the process that generates future services.

CARE-6977 : Employee contact details not showing in the Edit Default Employee screen.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client

In the Contract tab > Schedule tab > Edit Default Employee screen the Employee Contacts popup would not show any details. This has been fixed.

CARE-6990 : HomeCare - Daily Service Processing > Defer loading of the Calendar tab.

Menu item: HomeCare > Processing > Daily Service Processing

The Calendar has been changed to only load things it requires when it is clicked on instead of loading when the screen opens. This has two effects, the Services tab will load faster but the Calendar tab will load slower when first clicked on.

CARE-6991 : HomeCare - Improve performance of Client Charges calculation.

Menu Item: HomeCare > Dashboard > Processing > Client Charges

The performance of calculating Client Charges has been improved.

CARE-6992 : HomeCare - Add warning showing that Client Charges are still be calculated.

Menu item: HomeCare > Processing > Client Charges

There is now a warning displayed between the Export and Approve All buttons which will show when there are Services in the filtered ranges which do not have Client Charges.

This indicates that the Care Systems Program Server is still processing Client Charges.

Pressing the Refresh button will refresh the warning.

CARE-6993 : HomeCare - Redesign location screen.

Menu item: HomeCare > Maintenance > Client

Menu item: HomeCare > Maintenance > Staff Only Services

Menu item: HomeCare > Processing > Daily Service Processing

The location editing form for templates and services has been redesigned to increase clarity and allow performance improvements in other processes.

CARE-6995 : HomeCare: New Date Filters for the Attendance screen.

Menu Item: HomeCare > Dashboard > Processing > Staff Attendance

A quick date selector has been added to the Attendance screen, similar to the date selector on the Daily Service Processing screen.

The Date control shows the date or date range selected, with arrows to move to the next or previous date or period.

Clicking on the date/s displays a calendar control, which can be used to select a single day, or a range of dates to filter to.

Additional useful filter options have been added to the Date control - right click to select a date period to filter to:

  • today
  • yesterday
  • this week
  • last week
  • this fortnight
  • last fortnight
  • this month
  • last month

The date range that the screen is currently filtered to is also displayed within the Filters dialog.

CARE-6996 : HomeCare - Update addresses on Services when changing a Client's address.

Menu Item: HomeCare > Maintenance > Client

Menu item: HomeCare > Processing > Daily Service Processing

When changing a Client’s Service Address the program will now show a message box saying all Service Templates using that address will be updated to the new address.

There is the ability to choose the date the address changes for use if the client is moving in the near future. This will then only change services on or after the date chosen.

CARE-7014 : HomeCare - Expose StaffCare Expired Qualification report in HomeCare.

Menu item: HomeCare > Reports > Expired Qualification by Employee

This report has been added to the HomeCare menu. This means it does not require a StaffCare registration to access it.

The report is the same one that is accessed through StaffCare > Reports > Training > Expired Qualification by Employee.

CARE-7023 : Allow scrolling on several service screen dialogs.

Menu Item: HomeCare > Maintenance > Client

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Maintenance > Staff Only Services

When the program window is reduced in size several functions on these would become unusable as buttons would no longer be accessible. This has been fixed.

Functions fixed are:

Edit template

Edit service

Edit Locations

Cancel

Complete

Un-cancel

CARE-7025 : HomeCare - Assigning a service to a worker without a Radaro account stops that service from ever syncing again.

Menu item: HomeCare > Processing > Daily Service Processing

When a service was assigned to an employee who had not been set up in Radaro, any changes to that service after the employee had been set up would not be sent. This has now been fixed.

CARE-7036 : HomeCare - Add ability to send a number of the most recent Progress Notes in Description sent to Radaro.

Menu item: HomeCare > Setup > Client Note Type

Menu item: HomeCare > Maintenance > Client > Client Notes tab

Menu item: HomeCare > Processing > Daily Service Processing

A new field has been added to the Client Note Type screen called ‘Number sent to worker.' The field can be any number between 0 and 20. When the number is greater than 0 and Visible to Employee is ticked then that number of Progress Notes of that Note Type will be sent in the Description of a Service to Radaro.

The most recent Progress Notes are sent and are listed in the Description from newest to oldest. The Progress Notes are grouped by their Note Type. Note Type groupings are sorted alphabetically. The status of the Note doesn’t matter so Draft, Open or Completed will all be sent.

Adding a Progress Note does not trigger an update to Radaro. New Progress Notes will be picked for new future jobs sent to Radaro.

CARE-7041 : HomeCare - When a service in the future is Cancelled via ending a recurring service it may not be removed from the list of jobs in Radaro.

Menu item: HomeCare > Dashboard > Clients & Staff > Client

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing

When a service in the future is Cancelled using the recurring end date option it would not be removed from the Radaro system. This has been fixed.

It may wait until 4pm in order to remove them from Radaro.

CARE-7046 : HomeCare - Add Chargeable km to the Service Attendance screen.

Menu item: HomeCare > Processing > Daily Service Processing > Attendance tab

Menu item: HomeCare > Processing > Service Attendance

A Chargeable km field has been added to a service record. The intended use is for when workers are driving a company vehicle and so should not be paid for km travelled but the client should be charged for those km.

Make sure to check the Service Types Charge and Payments rules to make sure that there are rules for Per Km charges.

CARE-7099 : HomeCare - Cancellation Reasons displayed on screen do not match Cancellation Reasons setup.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Setup > Cancellation Reasons

When Cancelling a service there would be Cancellation Reasons visible in the list which have previously been removed from the system. This has been fixed.

CARE-7106 : HomeCare - Cannot send Staff Only Services to Radaro.

Menu item: HomeCare > Processing > Daily Service Processing

When performing a publish of Services to Radaro an issue was preventing Staff Only Services from being exported. This has been fixed.

CARE-7122 : HomeCare - Certain actions result in services not being exported to Radaro.

Menu item: HomeCare > Processing > Daily Service Processing

The identified scenario is when a employee is assigned, unassigned and re-assigned. This would result in not being sent to Radaro. This has been fixed.

CARE-7140 : HomeCare - Discount Rate lookup is not correct.

Menu item: HomeCare > Setup > Discount Rates

Menu item: HomeCare > Processing > Daily Service Processing

The Discount Rate lookup would show incorrect and incomplete results in some cases. This has been fixed.

CARE-7149 : HomeCare - Staff Only services assigned to more than one employee do not send to Radaro.

Menu item: HomeCare > Processing > Daily Service Processing

Staff Only services that were assigned to one or more employee would not be sent to Radaro. This has been fixed.

HomeCare, System

CARE-7052 : HomeCare - Create service status screen.

Menu item: Settings > Configuration > Email & Web Services > Service Status
Menu item: Settings > Dashboard > Configuration > Service Status

A new screen has been added for listing out vital system information that is helpful for identifying issues. It’s main purpose is to be used by support staff.

The default access right will be identical to the rights for Settings > Configuration > Program Options.

Launchpad, Portal

CARE-6986 : Employee Portal Logon Audit Report.

Menu Item: Audit > System > Operator > Employee Portal Logon Audit Report
Menu Item: Audit > Dashboard > Operator > Employee Portal Activity Report

A new report has been added to the system to provide information about logon attempts to the employee portal. This can be used to assist users who may have issues logging into the system. The report allows you to run it for a time period, and lets you filter the results to ones where the user details contain the value.

LegiCare

CARE-2578 : Improve performance of Budget > Post To Totals.

Menu item: LegiCare > Maintenance > Budget > Manual Setup > Post To Totals

The performance of this process has been improved.

PayCare

CARE-4673 : Remove Manage Pays > Current Pay + Roster Pay from PayCare dashboard.

Menu item: PayCare > Dashboard > Manage Pays > Current Pay + Roster Pay

This menu item has been removed from the Dashboard only. This was done to reduce the chances of editing a pay using the incorrect screen.

The screen is still available here: PayCare > Processing > Pay Entry > Automatic Pay - Add > Current Pay + Roster Pay

CARE-6972 : Single Touch Payroll event generation can display an error.

Menu item: PayCare > Processing > Single Touch Payroll

Under some circumstances, when entering the Single Touch Payroll screen, an error may appear on screen and once accepted it results in the screen not displaying any STP events. This has been fixed.

Reports, RostCare

CARE-7013 : Care Minutes for Roster Report now applies splits that are on Roster Shifts.

Menu Item: Reporting > Reports > Care Minutes for Roster

Fixed Splits on Roster Shifts are now calculated in the Care Minutes for Roster result.

RostCare

CARE-6631 : Roster Check can cause Launchpad to lock if using the print buttons.

Menu Item: RostCare > Dashboard > Manage current periods > Roster Replacements
Menu Item: RostCare > Processing > Employee > Roster Replacements
Menu Item: TimeCare > Rostering > Roster / Attendance Matching

It was found that the print dialog when pressing the “print…” button can sometimes appear behind other windows from the Roster Check screen. The dialog will now try to appear above it’s owner window when opened from the Roster Replacements and Time Attendance Matching screens.

The Roster Check buttons “print” and “print…” buttons will now not allow pressing when the other is in progress.

When a report is over 20 pages the overlay that asks if you still want to print will now show on the relevant screen that performed the action. Before it would show on the Roster Replacements or Time Attendance Matching screen if actioned from the Roster Check screen.

If the print dialog appears behind another window it might be possible to press escape to get out of the “stuck” screen situation.

System

CARE-3137 : Updates to the Gender field.

The System has been updated so that the Gender field can be one of the following fields

  • Not Specified (U)
  • Male (M)
  • Female (F)
  • Non-Binary (X)

This has resulted in:

  • The Employee Maintenance Screen now allows you to select these options for both the Employee and Contacts. Defaults to Not Specified.
  • The Resident Maintenance Screen now allows you to select these options for both the Resident and Contacts, including when using the wizard. Defaults to Not Specified.
  • The Client Maintenance Screen now allows you to select these options for both the Client and Contacts, including when using the wizard. Defaults to Not Specified.
  • The Applicant Maintenance Screen now allows for this selection. Defaults to Not Specified.
  • The Person Maintenance Screen now allows for this selection. Defaults to Not Specified.
  • Dex Mapping (Not Specified maps to NOTSTATED, Non-Binary to INTERSEX)
  • The Third Party Employee Import now allows for these values
  • Online Claiming Events will set the Gender to Indeterminate/Intersex/Unspecified when Not Specified or Non-Binary
  • Clearing House DDT Format Quick Super - Not Specified maps to N, and Non-Binary maps to I
  • Clearing House DDT Format SAFF- Not Specified and Non-Binary maps to 0 ( 1 is Male, 2 is Female)
  • Other Clearing House Formats will use U and X.
  • WGEA: Both Not Specified and Non-Binary maps to X
  • Report: PayCare > Reports > Employee > Employee Tax Details - All Genders explicitly stated
  • Report: PayCare > Reports > Employee > Details - For space reasons, Not Specified will show as U and Non-Binary will show as X
  • Report PayCare > Reports > Listings > Employee Personal - For space reasons, Not Specified will show as U and Non-Binary will show as X
  • Report: ClientCare > Reports > Personal > Waiting List - For space reasons, Not Specified will show as U and Non-Binary will show as X
  • Report: Client Details on Resident Maintenance Screen - All Genders explicitly stated

CARE-6758 : Add ability for managers to see all orders created by roles that report to them.

Menu item: PurchaseCare > Orders > View Order

The filtering tools have been moved into a popup control.

A new check box has been added: ‘Include all team orders’

When ticked this allows a manager to see all orders created by members of roles that report to them.

CARE-6959 : HomeCare - Using Open in new window on Daily Service Processing would cause an error.

Menu item: HomeCare > Processing > Daily Service Processing

Action: Right click on dashboard button > Open in new window

Using Open in new window on this screen would cause an error to happen. This has been fixed.

CARE-7008 : Pay Entry screen: Add ability to sort by Person Name.

Menu Item: PayCare > Processing > Pay Entry > Edit Pay

The Order By field has been updated so that “Employee” has been renamed “Employee ID” and an extra option to order by Employee Name has been added.

TaxCare

CARE-7017 : TaxCare - Audit Details (Non Cash) report returning incorrect data when there are multiple ABNs.

Menu Item: TaxCare > Dashboard > Reports > Audit Detailed (Non Cash)

If there are multiple ABNs in a single database, unreconciled transactions from another ABN may appear in the Non-Cash report, due to assumptions in the report design that only support single ABNs.

Update the report query to correct this issue.

Release Notes for 9.09.02.4117

Reports

CARE-7077 : Changes to QFR for Q1 2024.

Menu Item: Reporting > Dashboard > QFR > QFR Mapping
Menu Item: Reporting > Dashboard > QFR > QFR Generation

New Items have been added to the QFR Mapping screen and the QFR Report output.

New mapping options on the GL Account Mapping tab include:

QFS column:

  • Expense > Amortisation and Impairment of bed licences

Residential Labour column:

  • Agency: Care Management Staff
  • Agency: Diversional/Lifestyle/Recreation

Some categories have been removed, and have been prefixed with (Removed Q1 2024):

Residential Labour column:

  • Agency: Other Agency Staff Costs
  • Agency: Contract Management

CARE-7103 : Updates to QFR Exception Report for Q1 2024.

Menu Item: Reporting > Dashboard > Reports > QFR Exception Report

Where a Mapping using an output that is no longer included on the QFR, the QFR Exception Report will now show these values.

Release Notes for 9.09.02.4103

ClientCare

CARE-7056 : Process Refunds and Transfer Destination list doesn't load.

Menu Item: ClientCare > Processing > Process Refunds and Transfers

In some circumstances, the destination list was not showing the other contracts. This has been resolved.

Release Notes for 9.09.02.4091

HomeCare

CARE-6994 : HomeCare: New Date Filters for the Sign Off screen.

Menu Item: HomeCare > Dashboard > Processing > Service Sign Off

A quick date selector has been added to the Sign-Off screen, similar to the date selector on the Daily Service Processing screen.

The Date control shows the date or date range selected, with arrows to move to the next or previous date or period.

Clicking on the date/s displays a calendar control, which can be used to select a single day, or a range of dates to filter to.

Additional useful filter options have been added to the Date control - right click to select a date period to filter to:

  • today
  • yesterday
  • this week
  • last week
  • this fortnight
  • last fortnight
  • this month
  • last month

The date range that the screen is currently filtered to is also displayed within the Filters dialog.

Release Notes for 9.09.02.4081

ClientCare, Reports

CARE-6998 : ACFR Accommodation Payments Report.

Menu Item: Reporting > Reports > ACFR Accommodation Payments

Menu Item: Reporting > Dashboard > Reports > ACFR Accom. Payments

New ACFR Accommodation Payment report for the 2022-23 financial year.

Report details are available in the Care Systems Help Centre.

Release Notes for 9.09.02.4069

ClientCare

CARE-6756 : Ability to change order in which unspent funds are used.

Menu item: ClientCare > Processing > Home Care Package Monthly Reconciliation

Program Option: EnableItem.ClientCare.IpaUseCWUnspentFundsFirst

A program option has been added to use the Commonwealth Unspent Funds first when a client is not “Opted in”.

CARE-6782 : Accommodation Maintenance: By default, use new version.

Menu Item: ClientCare > Maintenance > Accommodation

The Accommodation Maintenance screen has been updated so that it uses the New version by default. The Program Option must be set to No if you need it to be changed back.

CARE-6948 : Error when adding custom subsidy rates in Client Maintenance.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client
Menu Item: ClientCare > Dashboard > Clients & Processing > Resident

In Contracts > Subsidies > Additional Subsidies/Overrides, when adding or editing a subsidy override the “code” part of the lookup is not displaying correctly, and the record cannot be saved. This is now resolved.

ClientCare, CrediCare, PayCare

CARE-6678 : Bank Screens: BSB are now read only.

Menu Item: Creditors > Setup > Common > Bank
Menu Item: DebtCare > Setup > Bank

To prevent a BSB from accidentally being changed, once a Bank record is created, the BSB cannot be changed. If the Bank record has not been used, it can be deleted.

ClientCare, HomeCare

CARE-6868 : System remembers browse settings when opening and closing a client record from the client browse.

Menu Item: ClientCare > Maintenance > People > Resident

Menu Item: HomeCare > Maintenance > Client

Client browse settings are remembered for each instance of the Client Maintenance screen.

  • If the Client Maintenance screen is closed, settings are not remembered
  • If the Client Maintenance screen is opened more than once, the browse settings for each instance are remembered.

CARE-6899 : HomeCare - Client Maintenance - Search feature displays error in some situations.

Menu item: HomeCare > Maintenance > Client

In some situations, using the Search feature within the Client maintenance screen results in an error message being displayed.

This issue has now been resolved.

CrediCare

CARE-6850 : Payment Advice freeze when sending emails.

Menu Item: CrediCare > Processing > Payment > Payment Advice Email

In some situations the Payment Advice screen would freeze while sending emails. This has been resolved.

CARE-6884 : New Report: CrediCare Standing Journal Report.

Menu Item: CrediCare > Reports > Standing Journals

The new Standing Journal report allows new, partially processed, and fully processed standing journal and imported invoice records to be listed.

CARE-6941 : Improvements to Suppliers.

Menu Item: CrediCare > Maintenance > Suppliers

Improvements have been made to Suppliers in the System:

Template Suppliers

Dummy Suppliers have been renamed to Template Suppliers to make their purpose clearer. Ad-hoc Suppliers are created from these Templates. Screens which referenced Dummy suppliers before has been updated to the new terminology, and the icon has been updated.

Supplier Screen Changes

  • If a supplier is Inactive, On Hold, or a Template Supplier, this is now clearly stated next to the Code.
  • The Description field’s width has been increased.
  • Advice Type now defaults to Email.
  • Check Invoice now defaults to Yes.
  • The ABN field is treated as a Code. You must have Change Code permissions on the screen to edit it and you need to double click the value to edit it to protect it against accidental edits.
  • Payment Type of Direct Data Transfer is required for Bank, Account Number, Account Name, Reference Type, Reference to be Visible
  • Bank lookup now orders by BSB instead of Bank Name.
  • Reference Type must be Text for Reference to be Visible.

CrediCare, PurchaseCare

CARE-6746 : Behaviour changes to the Supplier Maintenance Screen.

Menu Item: CrediCare > Maintenance > Suppliers

The following behaviour changes have been made to the Supplier Maintenance Screen:

  • In some cases Ad-hoc Suppliers were being displayed. This has been resolved.
  • The screen currently allows Template Supplier Codes to not be unique. This has been updated so that Codes cannot be reused by either Normal Suppliers or Template Suppliers.

HomeCare

CARE-6691 : Add Start-of-Day Address to Employee Roster Management.

Menu Item: HomeCare > Dashboard > Clients & Staff > Employee Roster Mgmnt

Employee Start of Day Addresses can now be recorded in the Employee Roster Management > Addresses tab.

The Employee Home Address Type must be set at HomeCare > Setup > Default Address Type > Employee Start of Day

The address information can be copied from the existing Payroll/ATO address using the Create using Default Address button, or can be entered manually by pressing the + button.

The Search field uses a Google address lookup to confirm the address and displays a map preview of the address location.

CARE-6730 : Create new screen for HomeCare Attendance.

Menu Item: HomeCare > Dashboard > Processing > Service Attendance

A new screen has been created with the functionality of the Attendance tab of the Daily Processing screen.

CARE-6731 : Create new screen for HomeCare Sign-Off.

Menu Item: HomeCare > Dashboard > Processing > Service Sign-Off

A new screen has been created with the functionality of the Sign-Off tab of the Daily Processing screen.

CARE-6801 : Allow user to select date to apply changes to a service template.

Menu Item: HomeCare > Maintenance > Client

A change has been made to the service template to allow the user to set the date the change should be applied from.

CARE-6802 : Allow user to select date to apply change to default employee.

Menu Item: HomeCare > Maintenance > Client

A change has been made to the assign default employee function to allow the user to set the date the change should be applied from.

CARE-6803 : Change Daily Service Processing screen to grid view.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing

Daily Service Processing screen has been changed to display in a table.

CARE-6807 : Allow changes to service to be back dated.

Option: Limit.Service.JobTaskScheduleServiceGenerationPast

A new program option has been added to set the number of days in the past that a service can be re-generated for.

CARE-6823 : Add Chargable Hours column to Daily Service Processing Attendance tab.

Menu Item: HomeCare > Processing > Daily Service Processing > Attendance tab

Chargeable hours is now displayed on the Attendance screen.

CARE-6824 : Swap Actual Hours to Approved Hours for Completed services.

Menu Item: HomeCare > Processing > Daily Service Processing > Attendance tab

Attendance tab will now show the Approved hours instead of the Actual hours in the summary once the service is completed.

CARE-6828 : Add ability to Reinstate a Cancelled service on Attendance screen.

Menu Item: HomeCare > Processing > Daily Service Processing > Attendance tab

Option to “Un-Cancel” a cancelled service has been added to the right click menu of the Attendance screen. When this option is selected the service status changes from Cancelled to Scheduled.

  • If this service is chargeable, the charge should no-longer appear on the Client charges screen unless those charges have already been approved.
  • If the service is chargeable and any of the associated Charges have been Approved on the Client Charges screen, then a modal is displayed warning that: ‘This service has associated charges that have been approved.’

CARE-6829 : Add ability to Edit a Cancelled service on Attendance screen.

Menu Item: HomeCare > Processing > Daily Service Processing > Attendance tab

A change has been made so that the fields that can be edited when the service is ‘Scheduled’, ‘Completed’ and also when it is ‘Cancelled’.

CARE-6831 : Improve behaviour of services on Attendance screen when you "Cancel and Unassign".

Menu item: HomeCare > Processing > Daily Service Processing > Attendance tab

Menu item: HomeCare > Processing > Service Attendance

Previously on the Attendance screen - when “Cancel and Unassign” is clicked, it’s status was changed to ‘Planned’ and it remained on the Attendance screen. This has been changed so that if a service is “Cancelled and Unassigned”:

  1. it’s status should be changed to ‘Cancelled’
  2. the worker is unassigned from the service
  3. it is removed from the Attendance tab.

CARE-6839 : Add Default Pay employee behaviour to Cancellation Reason Maintenance.

Menu Path: HomeCare > Setup > Cancellation Reasons

The HomeCare cancellation Reason screen has a new field “Pay employee by default”. This means, if this Cancellation Reason is selected, the service record defaults to Paying the Employee or Not paying the employee (The default state can be over-ridden by the user).

CARE-6845 : When changing status of a Completed service, if any associated charges have been approved, display a warning.

Menu item: HomeCare > Processing > Service Attendance

Menu item: HomeCare > Processing > Service Sign Off

Menu item: HomeCare > Processing > Daily Service Processing

When changing the status of a completed service, if the service is chargeable and any of the associated Charges have been Approved on the Client Charges screen, a warning modal is displayed: ‘This service has associated charges that have been approved.’

CARE-6846 : When Reinstating a Cancelled service on the Services and Sign-Off screens, if any associated charges have been approved, bring up a warning.

Menu item: HomeCare > Processing > Service Attendance

Menu item: HomeCare > Processing > Service Sign Off

Menu item: HomeCare > Processing > Daily Service Processing

When Reinstating a Cancelled service, if the service is chargeable and any of the associated Charges have been Approved on the Client Charges screen, a warning modal is displayed: ‘This service has associated charges that have been approved.’

CARE-6913 : Client Maintenance Screen - ILU Agreement Display issue.

Menu Item: ClientCare > Maintenance > People > Resident

In the new Client Maintenace Screen, in some cases, the details of the ILU Agreement was not displaying correctly. This has been resolved.

CARE-6915 : Attendance screen is incorrectly detecting a change to a record that has just loaded on screen.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

The error “Another User has changed this shift. Please refresh to get the current state.” was being displayed incorrectly, this has now been rectified.

CARE-6922 : Add remember filters function to client charges screen.

Menu item: HomeCare > Processing > Client Charges

A function has been added to the client charges screen to allow the user to set table filters and for these filters to be saved as default for that user.

LegiCare

CARE-6973 : Bank Reconciliation - Balances not displaying correctly when multiple GL a/cs linked to one Bank a/c.

Menu Item: LegiCare > Dashboard > Reconciliation > Reconcile All

When multiple GL Accounts are linked to one PayCare Bank Account record, the “Ledger Balance as at:” value may display incorrectly. This is now resolved.

PayCare

CARE-6728 : Ensure PayCare End of Month Accrual report respects accrual rules for Super.

Menu Item: Reports>Management>Pay Reconciliation>End of Month Accrual

When the Analysis record used for Salary Sacrifice Superannuation does not have an Alternate Expense Account set, the accrual value for super salary sacrifice was not reporting the correct zero value on the End of Month Accrual report. This issue has now been addressed.

Portal

CARE-6885 : Employee Portal: Changes to Logon failed error messages.

When a logon to the Employee Portal Fails, previously one of the following Error Messages would be returned:

  • The username entered does not exist. Please try entering your username again.
  • The password provided is incorrect
  • This account has been disabled.
  • This account uses an external login provider.
  • Too many password attempts, the account with this username has been locked out for 10 minutes

To improve security, the error returned in these cases will now just be

Your username or password was incorrect.

Similarly, when resetting a password, the screen will no longer state if the username was not found, and will instead show the message:

If the email address entered is linked to a user account, an email has been sent containing your new password.
If an account is disabled, or uses an external identity provider, an email will not be sent.

CARE-6886 : Employee Portal: Added options to enable reCAPTCHA challenges.

The Portal has been updated so it can be setup with reCAPTCHA challenges to protect against bots and brute force attacks.

The reCAPTCHA is used on the Logon screen and the Reset Password screen.

For more information please see https://caresystems.zendesk.com/hc/en-us/articles/7729717531535

Reports, RostCare

CARE-6935 : Care Minutes for Roster - Non-RN Care: Additional staff to meet requirements was incorrect.

Menu Item: Reporting > Reports > Care Minutes Roster Report

The Care Minutes Roster Report was showing an incorrect figure for the Non-RN Staffing below/in excess of target FTEs.

The value was displaying as 10x the correct number of FTEs. This issue has now been corrected.

RostCare

CARE-4526 : Performance Report: Total figure updated to not include breaks.

Menu Item: RostCare > Reports > Employee > Performance

The Performance report has been updated to exclude Break hours from the Total Hours figures

CARE-6748 : Roster Grids not showing Leave Shifts in certain conditions.

Menu Item: RostCare > Processing > Employee > Roster Replacements
Menu Item: TimeCare > Rostering > Roster / Attendance Matching

In some circumstances, when putting a shift on leave with replacement, and then replacing the replacement shift with another shift, can result in one of the shifts not being displayed on the grid. This has been resolved.

System

CARE-6924 : Improve performance of locking mechanisms in HomeCare and other modules.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

Improve the performance of locking methods to speed up status transitions and other edits in Daily Service Processing screen.

Release Notes for 9.09.02.4025

HomeCare

CARE-6897 : Error may appear when opening HomeCare Client Charges screen.

Menu Item: HomeCare > Processing > Client Charges

In some cases when opening the Client Charges screen in HomeCare, an error may appear. This has been resolved.

CARE-6898 : Attendance screen shift details redraws after each edit and reverts to summarised view.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

When editing attendance information, when a change is made to the payable hours or kilometres, the screen may redraw the shift details section and will revert to the summarised view rather than the expanded view, meaning that the results of the edit are difficult to confirm and review. This issue has now been addressed.

PayCare

CARE-6812 : Improvements to the Payment Summary Figures Labels Report.

Menu Item: PayCare > Reports > Employee > Payment Summary Figures > Labels

  • Expand the Gross Pay and Total columns to support 7 digits before the decimal point
  • Expand the Other column to support 6 digits before the decimal point
  • Allowance columns have been expanded to allow 5 digits before the decimal point
  • A separate Totals grid has been added after the normal report that Transposes the values. If the Grand Totals are still too large for the total line, they will show up here.
  • The margins for the report has been reduced to show more information
  • The look of the report has been updated to be more modern.

Reports, RostCare

CARE-6945 : Special Day Type Shifts Report Performance Improvements.

Menu Item: RostCare > Reports > Employee > Special Day Type Shifts

Improvements to this report have been made to make it load faster.

Release Notes for 9.09.02.4005

ClientCare

CARE-6893 : Restrict removal of clients with transaction history.

Menu Item: ClientCare > Maintenance > People > Resident

The Client Maintenance screen will now show an error if the Delete button is used for a client with any transaction history.

Reports

CARE-6888 : Ensure QFR uses the correct SGC Super rate for the period.

Menu Item: Reporting > Dashboard > QFR > QFR Generation

Ensure QFR Super calculation uses correct SGC rate

Release Notes for 9.09.02.3982

ClientCare

CARE-6852 : Client Maintenance screen: AN-ACC Classification was not being copied from one history record to the next.

Menu Item: ClientCare > Maintenance > People > Resident

Fixed an issue where - when adding a new Fee or Subsidy history row (e.g. due to a Means Tested Fee change) - the AN-ACC class on the previous record was not being copied to the new record.

ClientCare, CrediCare, LegiCare

CARE-6879 : Update Bank Reconciliation record formats to match bank statement lines.

Menu Item: LegiCare > Processing > Bank Reconciliation > Reconcile All

Under some circumstances, client direct deposit receipts and supplier EFT/DDT payments were not grouping correctly on the Bank Reconciliation screen. The following methods have been updated to provide additional descriptions, and ensure reversals and complex bank-to-general ledger link structures are supported.

  1. merge accounts payable EFT transactions in to one bank rec line per EFT file

(enabled with Program Option EnableItem.LegiCare.BankRec.MergeCrediCareEFTs)
  1. split accounts payable payments received in to one bank rec line per receipt

(enabled with Program Option EnableItem.LegiCare.BankRec.SplitClientCareDeposits)

ClientCare, Online Claiming

CARE-6577 : New Subsidy Codes added.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation
Menu Item: ClientCare > Maintenance > Financial > Subsidy Types
Menu Item: ClientCare > Maintenance > Online Claiming > Subsidy Integration Settings

Various new Subsidy Codes have been added to the system and mapped to equivalent existing subsidies. This includes code that Service Australia has changed since the initial AN-ACC implementation and new Subsidies that are introduced for July 2023

CARE-6830 : Improvements to Residential Payment Statement Import to include subsidies not directly associated with a Resident.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

The Payment Statement Import will now import subsidies which are not directly related to a Resident. This includes:

  • RN 24 hour Supplement (New July 2023)
  • AN-ACC fixed subsidy for remote services

These will show up at the top of the list and give the Name on File as “Service Subsidy”.

NOTE: This change has only been made to the Subsidy Import. They are currently not included in the Subsidy Estimate.

CARE-6832 : Hotelling Supplement added to the Subsidy Estimate.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

The Subsidy Estimate will generate the Hotelling Supplement from July 2023.

CARE-6833 : Subsidy Import no longer requires all Care Recipients in Statement to match with Residents.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

Occasionally, Services Australia will issue an entry for a resident who departed years before. In this case, they may not be in the system or have their Care Recipient ID recorded.

To handle this, the Subsidy Import allows the Residential Check to be passed without matching everyone.

CARE-6869 : In the Subsidy Import, an adjustment transaction is created when the payment summary total is different to the sum of the parts.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

Occassionally, a Payment Statement is issued where the Total is different to the sum of the individual subsidies. If this happens a Service Subsidy of type MA (Manual Adjustment) will be made with the amount. If a Service Subsidy of type MA appears, we recommend contacting Care Systems or the department before continuing.

DebtCare

CARE-6741 : DebtCare - Could not add a new client person.

Menu item: DebtCare > Maintenance > Client

It was not possible to create a new client person. This has been fixed.

HomeCare

CARE-6673 : Daily Service Processing: Attendance tab improvements.

Menu Item: HomeCare > Processing > Daily Service Processing > Attendance tab

The Attendance tab of the HomeCare: Daily Service Processing screen has been redesigned into 2 panes, upper and lower. The upper pane shows the employees that had shifts on the selected day, while the lower pane displays those shifts based on the employee that is clicked on.

CARE-6777 : Non-valid right-click options on Home Care Sign-off screen disabled.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing > Sign-Off tab

When right-clicking a service on the Sign-Off screen, menu options that are not valid for the current status of a service are now greyed-out.

CARE-6825 : Service status added to Expanded version of Service.

Menu Item: HomeCare > Processing > Daily Service Processing > Attendance tab

When a service was viewed in expanded mode, the Service Status was not displayed.

It now is displayed.

CARE-6840 : HomeCare - Timelines were not updating correctly in some cases.

Menu item: HomeCare > Processing > Daily Service Processing

Fixed an issue where if an employee was assigned to a service, in some cases the timeline in the Edit Service screen would not show a red block in the time period they were assigned to work.

HomeCare, System

CARE-6841 : HomeCare Sign Off screen: Ability added to save Display preferences.

Menu Item: HomeCare > Processing > Daily Service Processing > Sign Off tab

When changes are made to the way data is displayed on the Sign Off tab, those changes are now saved for that user, so that the next time the user opens the screen those particular preferences will be loaded. These preferences include:

  • Column order (sequence number)
  • Column visible status
  • Column sort status (asc / desc)
  • Column sort sequence
  • Column width
  • Group by column
  • Group by column order (Asc / Desc)
  • Group by column sequence (First, second, third etc.)

Additionally, it is possible (optionally) to save filter settings. Filter settings are saved if the ‘Remember All Filters’ option, on the right-click menu is ticked… and:

It is also possible to reset the screen to it’s default state (by right-clicking and selecting ‘Reset Grid to Default’)

LegiCare

CARE-6806 : Error in Chart of Accounts generation when assigning Reporting Only dimensions with offset codes.

Menu Item: LegiCare > Dashboard > Maintenance > Dimension Management

There was an error in the Chart of Accounts generation when assigning Reporting Only dimensions with offset codes, which may result in a Reporting Only dimension not being set correctly on the account. This issue has now been resolved.

PayCare

CARE-6774 : Column width increased in PayCare Super Generated Balance Report.

Menu item: PayCare > Reports > Management > Superannuation > Generated Balance

The YTD SGC column total showed ##### hashes where the gross figure was too long for the field.

This field length has been increased so that the auditors and clients can view the whole figure. If the figure is greater than or equal to 1,000,000 it is displayed on a second line.

CARE-6805 : Include total hours (Units) on the History Detailed Report.

Menu Path: PayCare > Reports > History > Payitem Detailed

This report has been modified so that the total hours (Units) are now listed.

CARE-6878 : Payslip filename changed to use End Date instead of Start Date.

To improve consistency across the system , the filename used in the Subject line of the Payslip email and in the portal has been changed from Start date to End date. What will now be shown in the email is “Payslip for period ending .pdf”.

Portal

CARE-4062 : Portal - Persist Employee File Vault when Person ID Changes.

If the Person ID of an Employee is changed, the location of the File Vault would change and the previous content could no longer be seen. This has been updated to preserve the original location.

Reports, RostCare

CARE-6770 : New Report: 24 Hour RN Report.

Menu Item: RostCare > Dashboard > Reports > 24 Hour RN Report
Menu Item: Reporting > Dashboard > Reports > 24 Hour RN Report

The new 24 Hour RN Report assists with completing the 24 Registered Nurse reporting obligations that come in to effect on 1 July 2023.

RostCare

CARE-5244 : Leave Overpayment - Add "You have unsaved changes" warning message.

Menu item: RostCare > Processing > Working Roster > Payroll > Check for Leave Overpayment

Added a warning of "You have unsaved changes. Do you wish to save now?" before Exiting the leave overpayment screen.

System

CARE-6796 : When using right click > Open in New Window the new window did not start the Service traffic light indicator.

Fixed an issue where, if a new window was opened by right clicking a menu item and selecting: ‘Open in new window’, the Service traffic light indicator would not display in the new window.

Release Notes for 9.09.02.3941

HomeCare

CARE-6667 : Publish scheduled service in Radaro for more than 1 day.

Menu Item: Settings > Configuration > Program Options

An option has been added to the Program Options screen to select how many days in advance the schedule is published to Radaro.

This option is defaulted to 1, which means that an employees schedule is sent for tomorrow only, but this optioon can be adjusted, so that - for example - if it is set to 7, published schedules for the next 7 days will be sent to the Employee.

The program Option is: Limit.Service.JobRadaroSendForFutureDays

CARE-6755 : Ability to change service type for a completed service.

Menu Item: HomeCare > Processing > Daily Service Processing

In the Home Care Edit Service dialog box, a field has been added labelled 'Delivered As'. This enables the user to note that a different service was delivered, to the service that had been planned. Saving the service with a service in this field will cause the service to be charged according to the service delivered.

CARE-6757 : Improved audit trail when sending service information to worker via Radaro or other channels.

Menu Path: HomeCare > Processing > Daily Service Processing

Improvements have been made to the way edited services are sent to Radaro.

When edited services are published the former (unedited) service is deleted from Radaro and replaced with the edited service details.

CARE-6759 : Improved format of progress note generated from Radaro payload.

Menu Item: HomeCare > Processing > Daily Service Processing

The format of progress notes generated by Employees using Radaro has been revised to a more consistent format

CARE-6763 : Update KMs fields based on KMs travelled completion code.

Menu Item: HomeCare > Processing > Daily Service Processing

Within Radaro, the Error Codes and Completion Codes have been updated in order to:

  • Show the entered kilometres in the chargeable kms field within the Service record when the ‘km travelled’ completion code is selected and 'Used Client Vehicle' completion code is not selected, and
  • Not show the entered kilometres in the chargeable kms field within the Service record when the ‘km travelled’ completion code is selected and 'Used Client Vehicle completion code is selected,

CARE-6764 : Improved handling of attendance information when mobile Job or Visit relates to multiple services.

Menu Item: HomeCare > Processing > Daily Service Processing > Attendance tab

If multiple services where the client, worker and address are the same and the services have adjascent end and start times (ie one service ends at the same time as the next service starts), these services are sent to Radaro as one visit rather than mutiple visits.

At the moment when sending a job to Radaro we do not record a strong relationship between the source services and the final record.

The following behaviour applies to the service record:

  1. Start Travel attendance time is applied to start of travel period before service
  2. Start Service attendance time is applied to end of travel period before service
  3. Start Service attendance time is applied to Start Service of first service
  4. End Service attendance time is applied to End Service of last service
  5. If attendance time covers intermediate start/end times between taskschedule records within Visit, attendance time = Planned time for these start/ends
  6. Travel KMs is applied to first service Distance field.

CARE-6776 : HomeCare - Sign Off tab - Revisions to context menu.

Menu Item: HomeCare > Processing > Daily Service Processing

Improvements have been made to the behaviour of the contextual (right-click) menu in Daily Service Processing screens, so that right-clicking a row selects it. This enables contigious and non-contigious services to be selected with the right-click, in the same way as they are with the left-click.

CARE-6778 : Character limit on DEX bulk files removed.

Menu Item: HomeCare > Processing > Create DEX Bulk Data File

A limit on the number of characters that could be contained in a DEX bulk export file has been removed, as it was causing an error with large DEX bulk export files.

CARE-6781 : HomeCare - Daily Service Processing - Change search to AND logic.

Menu item: HomeCare > Processing > Daily Service Processing

In the Daily Service Processing screens, the behavior of the search feature has been updated so that if more than one word is searched on (eg 2 words), the results will contain all items with +both+ words in them, rather than all items with +either+ words in them. For example, searching on a combination of client first name and worker first name only displays services involving +both+ the client and the worker.

CARE-6787 : Reliably generate Client charges when a HomeCare service is cancelled, re-instated and completed.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing > Sign Off tab

Menu Item: HomeCare > Dashboard > Processing > Client Charges

In some cases, when cancelling, reinstating and completing a service on the Sign-Off screen, the service did not appear on the Client Charges screen.

This has been rectified.

CARE-6789 : HomeCare - Daily Service Processing - Synchronise date filter controls.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

Date filters in the in the Daily Service Processing screens have been sychronised. This means that if a range of dates is selected in the filter, this range will now be displayed as the filtered date.

CARE-6792 : Prevent service templates generating multiple active recurrence records.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client

Occasionally, multiple Recurrence records are saved for one Home Care Service Template.

This has been rectified.

CARE-6793 : HomeCare - Sign Off tab - Fixed issue where removing all Status filters caused all service mechanisms to be displayed.

Menu item: HomeCare > Processing > Daily Service Processing

Resolved an issue where removing all Status filter items would cause all services to be shown (ie, services with mechanisms other than ‘Group-Based’ and ‘Staff-Only’).

CARE-6818 : HomeCare - Client Notes created from Radaro are always marked as Completed.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Maintenance > Client

All Client notes received from Employees using Radaro are saved in the system with a ‘Completed’ status. This means they can not be edited.

Release Notes for 9.09.02.3936

PayCare

CARE-6794 : PayCare: Employee Details Report now shows correct pay rate for employees with a Date experience type.

Menu Item: PayCare > Reports > Employee > Details

The PayCare Employee Details Report does not show correct pay rate not for employees with a Date experience type. This issue has now been resolved.

CARE-6815 : PayCare: New Employee Pay Rate Audit report.

New Report PayCare > Reports > Audit > Employee Pay Rate Audit Report

This report shows

  • the employee, classification and default cost centre
  • the experience method and level for the employee,
  • the last pay date, and the base rate they were last paid,
  • the standard rate based on their classification,
  • any employee-specific pay rates,
  • the expected pay rate at the next pay, and
  • the difference between the previous pay rate and the expected rate.

Release Notes for 9.09.02.3917

ApplicationServer, CrediCare

CARE-6642 : Invoice API: Add support for more Tax Categories.

The validation for the TaxId property only supports G00, G10, G13, G14, GZ.

This has been extended to also allow G10A, G15, G2, G3, G4, G6, GX

Auditing

CARE-6604 : Operator Activity Report has inconsistent names.

Menu item: Audit > System > Operator > Operator Activity Report

This report has different names in different places. It has now been made consistent.

ClientCare

CARE-6508 : Update Billing to stop drawdowns and bill client when a RAD balance is approaching $0.

Menu Item: ClientCare > Processing > Period Billing

The drawdown feature has been updated to not allow balances to go negative. If the balance is not enough to cover the service, the amount will not be drawn down at all - i.e. it will not do a partial drawdown.

ClientCare, HomeCare

CARE-6672 : Classification value in Contract Summary is not showing latest value.

Menu item: HomeCare > Maintenance > Client

Fixed an issue where a Client changes Classification, the latest Classification was not displayed in the Summary row.

CARE-6761 : Ability to capture the manager/s of a program.

Menu Item: HomeCare > Dashboard > Maintenance > Program

The ability to record Manager/s for community care programs has been added to the Program maintenance screen.

The system can be configured to notify managers of events relating to the Program/s they manage.

CrediCare

CARE-5991 : Add quantity and units fields to Invoice transaction screen.

Menu item: CrediCare > Dashboard > Transactions > Add Transactions
Menu item: CrediCare > Dashboard > Transactions > Edit Transactions

Previously, though the quantity, rate and units fields were available for entry in the Purchase Order, they were not available for entry when entering an invoice transaction - only the amount field was displayed.

These fields have been added to the invoice line screen and the invoice transaction pop-up, so that the user entering the invoice transaction can now see the quantity, rate and units data as entered on the Purchase Order.

CARE-6579 : It should not be possible to save 2 records to CrediCare Suppliers that have the same code.

Menu Item: CrediCare > Maintenance > Suppliers

Fixed an issue where it was possible to save more than one Supplier with the same code in CrediCare.

NOTE: It is still possible to save more than one supplier with the same code if 'Is Dummy Supplier' box is ticked.

CARE-6668 : CrediCare Supplier Maintenance ABN Validation - allow spaces.

Menu Item: CrediCare > Maintenance > Suppliers

Have changed the validation so that it is now possible to enter an abn for a new supplier with 3 spaces.

It is also possible to edit an abn for an existing supplier which has 3 spaces in their ABN without causing validation errors.

CARE-6729 : Add the Legacy Work Cover Policy field to the Supplier maintenance.

Menu Item: CrediCare > Maintenance > Suppliers

In the Extra tab, the screen has been updated. This has included adding the legacy Work Cover Policy field.

HomeCare

CARE-6107 : Redesign of the Sign off page.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing > Sign Off tab

The HomeCare - Daily Service Processing - Sign off screen has been updated into a grid-based screen.

This enables improved functionality around grouping, ordering and filtering displayed services.

CARE-6450 : Add an "Inactive" section to the list view for Ended/Cancelled services.

Menu item: HomeCare > Maintenance > Client

Change to the Service Template to split inactive/historic services from the active/ongoing services.

CARE-6547 : HomeCare - Assignment Process improvements.

Menu item: HomeCare > Processing > Daily Service Processing

If a default employee can not be automatically assigned to a scheduled service because they are either on leave, or not available, assignment screen for service will show: Default Employee {defaultEmployeeName} cannot be Assigned as they are on Leave or Default Employee {defaultEmployeeName} cannot be Assigned as they are not Available.

CARE-6620 : HomeCare - Daily Service Processing Attendance tab filters are not correct.

Menu item: HomeCare > Processing > Daily Service Processing

Fixed an issue where the program filter did not work as expected. Specifically:

  • Clients in different programs in the same worker’s shift are now correctly filtered
  • Staff-only services cannot be filtered out by the program filter unless a link has been added between a Program and the Staff Only Services Category, in which case the program filter will filter out staff-only services.

CARE-6638 : HomeCare - Adding new Services on Daily Service Processing does not display Clients that have a residential Program as their default Contract.

Menu item: HomeCare > Processing > Daily Service Processing

Fixed an issue where adding an ad-hoc service via Daily Service Processing would not allow some Clients to be selected. It would not display Clients that have a residential Program as their default Contract.

Now, if a Client has a residential Program as their default Program, they can be selected.

CARE-6693 : Ability to Email employee daily service list.

New Menu Item: HomeCare > Reports > Daily Service List by Email

The ability to email daily service listings to mobile workers has been added to the HomeCare dashboard and Reporting menu.

CARE-6694 : Do not show sessions on DEX validation screen where Outlet Activity is Null.

Menu Item: HomeCare > Processing > Create DEX Bulk Data File

The DEX Validation screen was correctly displaying services delivered under funding bodies connected to the selected Outlet Activity, but it was also displaying services delivered under funding bodies that had no connected Outlet Activity. This caused a large number of services to be listed that were not DEX-reportable.

This has been changed so that services delivered under funding bodies that do not have a connected Outlet Activity are not displayed.

HomeCare, RostCare

CARE-6643 : HomeCare/RostCare - Change 60 day Service generating window to be a Program Option.

Menu item: HomeCare > Processing > Daily Service Processing

Menu item: HomeCare > Maintenance > Client

Menu item: HomeCare > Processing > Create Services

Menu item: Settings > Configuration > Program Options

A new program option has been added which controls how far ahead HomeCare Services and Rosters will be generated.

Previously, the HomeCare Service generator was hard coded to calculate 60 days in advance. This can now be set flexibly to meet the needs of the organisation.

The new program option (found in Settings > Configuration > Program Options) is: Limit.Service.JobTaskScheduleServiceGeneration.

CARE-6686 : HomeCare - Roster Replacements Exception.

Menu item: HomeCare > Processing > Roster Replacements

Menu item: RostCare > Processing > Employee > Roster Replacements

Fixed an issue where saving changes to a shift that has HomeCare services would cause an error.

PayCare

CARE-4360 : Disable "Start" button on Roster import after the process is complete.

Menu Item: PayCare > Processing > Pay Entry > Automatic Pay - Add > Current Pay + Roster Pay
Menu Item: PayCare > Processing > Pay Entry > Automatic Pay - Add > Current Pay + Third Party Pay

When the process completes, the screen was showing a start button and a close button. The start button is now disabled.

CARE-5210 : Displaying Termination Paid hours on Payslips.

Menu Item: PayCare > Processing > Reports > Pay Slips Email

Menu Item: PayCare > Reports > History > Payitem History Detailed

The payitem history detailed report and employee pay slips have been updated so that when Termination payments are paid out to employees, the hours that make up the termination payment are now displayed.

CARE-6637 : Roster Costing in some cases doesn't calculate if it's over the max value correctly.

Menu Item: RostCare > Processing > Working Roster > Payroll > Cost Roster

In some cases the costing is not limiting the pay item to the max cost. This has been resolved.

CARE-6684 : STP Improvement for employees terminated without pay in year.

Menu Item: PayCare > Processing > Single Touch Payroll

When an employee has no pays but has been terminated in the year, the Cessation Type Code may not be reported under STP2, and the Tax Treatment Code may be incorrect.

This issue has now been fixed, so that in the above situation the Cessation Type Code is reported under STP2, and the Tax Treatment Code is correct.

Reports

CARE-6534 : Add filtering to all columns in QFR Mapping screen.

Menu Item: Reports > QFR Mapping

Added ability to sort and filter to all columns across all tabs on the QFR Mapping screen.

CARE-6560 : Update QFR employee costs calculation to include estimated leave accrual.

Menu Item: Reporting > Dashboard > QFR > QFR Generation

In addition to the wages cost and superannuation cost, the cost of leave accruals should also be included in the calculation of employment costs in the Residential and Home Care tabs.

Enable Program Option EnableItem.Reports.QFR.IncludeLeaveAccrualExpense to include the estimated cost of leave accrued for working hours in the QFR output.

The following types of Payroll costs are now reported in the QFR:

  • PayCare Transaction History
  • PayCare Superannuation Expense
  • PayCare Leave Accrual Expense (when option EnableItem.Reports.QFR.IncludeLeaveAccrualExpense is enabled)

CARE-6630 : QFR mappings: Add Classification mapping for QI Workforce Report.

Menu Item: Reporting > QFR Mapping > QFR Mapping

A new tab has been added to the QFR Mapping screen to allow payroll classifications to be categorised based on the Quality Indicator Workforce report definitions.

CARE-6671 : Update Bed Counts to include Extra Services.

Menu Item: Reporting > Reports > QFR Generation
Menu Item: Reporting > Reports > Care Minutes for Roster

If a Service has Extra Service Beds, the occupied Extra Service Beds was not being included in the Occupancy numbers. This has been resolved

CARE-6679 : QFR HCP Worksheet - Average rates of pay for RN, EN, Carers.

Menu Item: Reporting > Reports > QFR Generation

On the HCCareLabourHours&Costs Worksheet, the Average Hourly Rates of Pay formulas have been updated to use the related Labour Cost/Worked Hours - Internal Direct Care - Employee fields - The Expenses divided by the Labour Hours.

RostCare

CARE-6623 : Roster Replacement - Automatically set Cost Centre and Classification when assigning employees.

Menu item: HomeCare > Processing > Roster Replacements

Menuitem: RostCare > Processing > Employee > Roster Replacements

Previously, when an employee was assigned to a shift via the Roster Replacement screen, the Cost Centre and Classification did not set automatically.
If a classification was set on the shift to a classification that was not on the Employee's Maintenance File, there were no on-screen warnings.

Rules are now set as follows:

  • Where there is no classification or cost centre set on the shift, the Employee’s default classification and cost centre are used
  • Where a classification is set on the shift, but the cost centre is blank, it is filled with the employees default cost centre
  • When multiple (2 - 3) cost centres and classification exist on employee record, the default classification is used.
  • Where a cost centre already exists on the shift - but it is different to the Employee’s default cost centre - it does not get updated to the Employee’s default cost centre.
  • When the employee details do not match the shift details, a warning is displayed

CARE-6666 : Update Roster Costing Logic to address potential time-of-day error.

Menu Item: RostCare > Processing > Working Roster > Payroll > Export To PayCare

The roster costing logic has been updated to avoid a situation where a costing rule for the incorrect time of day may be selected.

CARE-6750 : Roster Grid: Issues with Payitems and Leave.

Menu Item: RostCare > Processing > Working Roster > Edit Roster

If an employee was placed on leave on the roster, and the employee was replaced with another employee, in some circumstances, the leave shift would not show the payitems and the active shift had each pay item duplicated.

This has now been resolved.

StaffCare

CARE-6669 : Can't save person's qualifications.

Menu Item: StaffCare > Maintenance > Person > Qualifications

Fixed an issue where, when a change was made to a person’s qualifications, and saved, an error appeared.

System

CARE-6765 : Sort discount rate browse in ascending order.

Menu Item: HomeCare > Setup > Discount Rates

Menu Item:

A change has been made to the sort order of the discount rates list on the edit service screen.

Discount rates are now sorted by Discount Code

Release Notes for 9.09.02.3910

HomeCare

CARE-6754 : Daily Service Processing - Services not populating.

Menu Item: HomeCare > Processing > Daily Service Processing

In some situations the Daily Service Processing Screen was not showing services. This has been resolved.

Reports

CARE-6630 : QFR mappings: Add Classification mapping for QI Workforce Report.

Menu Item: Reporting > QFR Mapping > QFR Mapping

A new tab has been added to the QFR Mapping screen to allow payroll classifications to be categorised based on the Quality Indicator Workforce report definitions.

CARE-6679 : QFR HCP Worksheet - Average rates of pay for RN, EN, Carers.

Menu Item: Reporting > Reports > QFR Generation

On the HCCareLabourHours&Costs Worksheet, the Average Hourly Rates of Pay formulas have been updated to use the related Labour Cost/Worked Hours - Internal Direct Care - Employee fields - The Expenses divided by the Labour Hours.

Reports, RostCare

CARE-6578 : New Report: Quarterly Workforce Report.

Menu Items: Reporting > Reports > Quarterly Workforce Report

A new report has been added to the system to assist with the Quarterly Workforce Reporting requirements in the Quality Indicators reporting.

For more information, please see the Knowledge Base Article.

Release Notes for 9.09.02.3898

RostCare

CARE-6752 : Under some conditions Employee names are not appearing on the Roster Grid screens.

Menu Item: RostCare > Processing > Working Roster > Edit Roster

This has been resolved.

Release Notes for 9.09.02.3891

HomeCare

CARE-6744 : HomeCare Task Discount Rate does not display correctly in the Service Template screen.

Menu item: HomeCare > Maintenance > Client

In Contracts > Schedule, when you load a Service Template, the Discount Rate is not showing on screen.

If you add one, save, it will still show the discount rate, but as soon as you refresh the data disappears. The data is being written to the database correctly.

This issue has now been resolved.

Release Notes for 9.09.02.3876

HomeCare

CARE-6690 : Completed Group Service not appearing on Client Charges screen.

Menu item: HomeCare > Processing > Client Charges

Group Based services that were Completed would not have Client Charges created. This has been fixed.

Release Notes for 9.09.02.3859

ClientCare, Online Claiming

CARE-6066 : ProDA Expiry warning message displaying when no longer required.

Menu Item: Launchpad

In some cases, the warning regarding pending expiry of the ProDA Device is displaying when it does not need to. This issue has now been resolved.

PayCare

CARE-6575 : Include additional validation to ensure all elements required by the ATO are present in header of STP2 events.

Menu Item: PayCare > Processing > Single Touch Payroll

Additional validation rules have been added to warn if any of the following elements are not present in an STP2 event:

  • Payer Organisation Name
  • Payer Contact Name
  • Payer E-mail Address
  • Payer Business Hours Phone Number

These fields can be entered at: PayCare > Setup > Single Touch Payroll Setup > Single Touch Payroll Company Setup in fields:

  • Payer Business Name
  • Payer Contact
  • Payer E-mail
  • Payer Phone

PayCare, Reports

CARE-6627 : New WGEA report for 2023.

Menu Item: Reporting > Reports > WGEA Report

The WGEA report for 2023 and beyond can now be generated from the Reporting menu within Care Systems.

For more information, see the Help Centre article WGEA Reporting 2023:

https://caresystems.zendesk.com/hc/en-us/articles/6765796302351

PayCare, RostCare

CARE-6632 : Employee Maintenance: New and Delete toolbar buttons not behaving correctly.

Menu Item: PayCare > Maintenance > Employee > Employee

On the Employee Maintenance screen, when adding and removing Classifications, Payments, Super Funds and Payitems using the New and Delete toolbar icons, the screen could act on the incorrect record. When using Insert key or double-click to add, or Delete key to remove, the screen behaved correctly. This issue with the toolbar buttons has now been resolved.

Reports

CARE-6634 : Header on Food and Nutrition tab of QFR displaying incorrect date.

Menu Item: Reporting > Reports > QFR Generation

Update to the Excel template to display the correct quarter dates in the Food & Nutrition tab.

System

CARE-6635 : Update to subsidy rates for 1 April 2023.

Menu Item: Reporting > Reports > AN-ACC Care Minutes

Some subsidy figures for 1 April were not configured correctly for this report. This issue has now been resolved.

TimeCare

CARE-6600 : Improvements to the Attendance Machine Activity Report.

Menu Item: TimeCare > Reports > Attendance Machine Activity Report

The following changes have been made to this report:

  • When grouped by Person, it is now sorted by Surname, First Name, ID, Scanner Code. Previously it was just the scanner code.
  • If there is no person, these records will appear at the end.
  • The Date is now repeated on each line for easier export to Excel
  • The Person Name is now formatted according to the Switch.Global.NameFormat.Report flag

Release Notes for 9.09.02.3844

ClientCare

CARE-6602 : HCP Monthly reconcile: Reconcile to Ledger across Services.

Menu Item: ClientCare > Processing > Home Care Package Monthly Reconciliation

Where a care recipient has moved from one HCP Service NAPS ID to another within one ClientCare contract, the monthly reconciliation will now reconcile their unspent funds against the ClientCare ledger across all NAPS IDs.

Reports

CARE-5593 : Previewing reports can cause the system to freeze.

Menu Item: Reports

In some circumstances, running a report preview to screen has caused the the system to freeze.

This has been resolved.

System

CARE-6616 : Updated Code Signing Certificate.

An updated code signing certificate that expires in February 2026 has been used in this release.

The details of the certificate are as follows:

Issuer: Sectigo Public Code Signing CA R36
Issued to: Care Systems Services Pty Ltd
Valid to: ‎Friday, ‎27 ‎February ‎2026

Release Notes for 9.09.02.3826

ClientCare

CARE-6245 : Subsidy Reconciliation: Update GL Group Note to show NAPS ID.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

The GL Group previously showed the RACS ID. This has been updated to use the NAPS ID.

CARE-6319 : Add ability to download a payment statement from the Subsidy Estimate and Reconciliation screen.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

The ‘ClientCare: Subsidy Estimate and Reconciliation’ screen has been redesigned so that each step in the workflow is more accurately defined, and so that it is now possible - during the importing of the payment statement - to save the statement to file.

CARE-6442 : Pressing Print... on a posted batch opens the report in a invalid view.

Menu item: ClientCare > Processing > Period Billing

A fix has been applied to correct an issue encountered when opening the “Fee and Deposit Batch Report”. When opened, it is now listed under the ClientCare menu item.

CARE-6468 : When a client has a Respite & Permanent IDBS or SDBS, do a better job at matching.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

The subsidy estimate engine has been updated to separate permanent and respite subsidies more clearly, using the extension “PERM” and “RESP” on the IDBS and SDBS subsidy estimate values, so that respite and permanent subsidies can be reconciled against one another more clearly when one resident moves from respite to permanent within the month.

ClientCare, HomeCare

CARE-6544 : Home Care Client Statements for clients with no balance or activity will not be generated.

Menu Item: ClientCare > Reports > CDC Account > Home Care Package Client Statement

A change has been made to the statement generation process to prevent statements from being generated when a client has no activity for the period and the opening and closing balances are $0.

CARE-6550 : HomeCare Statement: Show Service details on the statement.

Menu Item: ClientCare > Reports > CDC Account > Home Care Package Client Statement

The Home Care Package Client Statement has been updated to include the Service Code and the Provider Code in the statement header.

ClientCare, HomeCare, Reports

CARE-6229 : Service and Funding Body screen redesign.

Menu Item: ClientCare > Maintenance > Online Claiming > Service & Funding Body Management

This screen has been redesigned slightly.

The main change is that the Code and Description are always visible no matter which tab you’re viewing.

Other fields have been rearranged and grouped into logical groups.

CrediCare

CARE-6451 : CrediCare - Freeze when adding new Suppliers.

Menu item: CrediCare > Maintenance > Suppliers

Fix to an issue where screen was freezing when adding multiple new suppliers. This has been rectified.

DebtCare

CARE-6384 : DebtCare - Invoices sometimes do not save changes.

Menu item: DebtCare > Processing > Add or edit Invoices

Sometimes the changes on an Invoice would be discarded. This has been resolved.

HomeCare

CARE-4812 : Remove Services from Radaro if they are not completed.

A new process has been added which will clear uncompleted jobs from Radaro. The process runs once a day.

There are two options which can control the time of day for the process to run and how many days to leave uncompleted jobs in Radaro.

Menu item: Settings > Configuration > Program Options

Program option: Limit.Service.JobRadaroPurgePreviousDays

Program option: Time.Service.JobRadaroPurgePreviousDays

CARE-5988 : HomeCare - Default Employees sometimes not assigning.

Menu item: HomeCare > Dashboard > Clients & Staff > Client

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing

Sometimes the Default Employee is not Assigned to a Scheduled Service. This issue has been corrected.

CARE-5990 : HomeCare - Ad Hoc Services sometimes do not appear in Daily Service Processing.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing

In certain cases new Ad Hoc Services created in the Daily Service Processing screen would not be created. This has been resolved.

CARE-6017 : HomeCare - It's possible to enter Service Type / Client / Client Contract combinations that aren't valid.

Menu item: HomeCare > Dashboard > Clients & Staff > Client > Contract > Schedule
Menu item: HomeCare > Dashboard > Processing > Daily Service Processing

It was possible to create a Scheduled Service Template that had a combination of settings that would mean it could not generate instances of the services.

This is now prevented with an error message that reads: "The Service Type, Client and Contract combination is not valid."

In that case you should choose a different Service Type or change the Service Category and Program settings.

CARE-6116 : HomeCare - DSP - Reinstate process should show the Cancellation / Discount.

Menu Path: HomeCare > Dashboard > Processing > Daily Service Processing

When a service is cancelled on the Daily Service Processing screen, it is possible to add a Cancellation Reason and Discount.

This change shows the Cancellation Reason and Discount on the Re-instate screen, so that if re-instating the service the user can see the reason the service was originally cancelled, and the discount.

CARE-6307 : HomeCare - Improve loading of Summary and Services tab.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

The Summary tab has been improved to load faster.

The Services tab has been improved to load slightly faster.

Various functions have been improved to run faster.

CARE-6418 : Allow Approved HomeCare Service charges to be billed.

Menu item: HomeCare > Dashboard > Processing > Client Charges > Service Charges

“Services Delivered” has been added to the Fee Types list on the Period Billing screen so Home Care charges can be included in the billing process. Selecting Services Delivered will process billing for all charges approved on the Client Charges screen.

CARE-6429 : HomeCare - Service Templates - Remove the Delete button.

Menu item: HomeCare > Dashboard > Clients & Staff > Client

Contracts tab > Services tab

The Delete button has been removed.

This is a temporary change, the feature will be redesigned and readded in the future.

CARE-6437 : HomeCare - Remove the 5 minute leeway where Services could be combined in Radaro.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing

Services could be joined together and sent to Radaro if their end time and start times were within 5 minutes of each. This leeway has been removed. Now a service must have the exact same start time as the end time of the previous service to be joined.

CARE-6452 : Enable the HomeCare: Client Charges screen.

Menu path: HomeCare > Dashboard > Processing > Client Charges

A new screen that lists completed or cancelled services with a charge greater than $0. Charges can be approved or cancelled with approved charges being included in the period billing calculation when run for “Service Charges”.

CARE-6456 : Client Statement report should sort the Services and Charges in chronological order.

Menu item: ClientCare > Reports > Financial > Statements

On Client Statements, the order in which Client Services are listed has been changed so that they are shown in order of Date then Time then Service Type then Discount.

CARE-6493 : Service charges need to flow to DEX xml once they are Approved and Saved.

Menu Path: HomeCare > Dashboard > Processing > Client Charges

Change to the creation of the DEX bulk upload file process to include charges that have been approved in the new Client Charges screen.

CARE-6498 : Adding a Leave with no End Date to a HomeCare Client should warn when there isn't an End Date.

Menu item: HomeCare > Dashboard > Clients & Staff > Client

Contracts tab > Leave & Location tab

If a Leave with no End Date was created for a HomeCare client there should be a warning that the Scheduled Services will not be created until an End Date is added. This warning has been added.

CARE-6500 : Unable to clear the End Date on a Recurring Service.

Menu item: HomeCare > Dashboard > Clients & Staff > Client

Contracts tab > Services tab > Edit a service

The End Date on a recurring server was not able to be cleared completely and would revert to 01/01/0001. This has been resolved.

CARE-6502 : Update the sort order of transactions on the Home Care Package Client Statement.

Menu item: ClientCare > Reports > CDC Account > Home Care Package Client Statement

The sort order of the Home Care Package Statement has been updated subsidy estimate engine has been updated to be more consistent with other client statement reports, and to respect the order of services imported from HomeCare.

CARE-6503 : Client Charges should override the Fee Type and use the CDC Account when the Funding Body is HomeCare Package.

Menu item: HomeCare > Dashboard > Processing > Client Charges

When a Client is Charged for a Service where the Funding Body is a Home Care Package the charge will always go to the CDC Account regardless of the setting on the Service Type.

CARE-6511 : HomeCare - Cancelled Services are still appearing in Radaro.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing

These types of services were not being removed from Mobile App :

  • Cancelled services (and Unassign worker)
  • Cancelled services (and worker remained Assigned)
  • Planned services that were Assigned to a worker

This has been resolved.

CARE-6543 : HomeCare - Assigning an Employee to a Service is too slow.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

Improve the performance of the Assign process when assigning Employees to a Service.

CARE-6561 : List of staff only meetings should be sorted newest to oldest.

Menu item: HomeCare > Maintenance > Staff Only Services

Change to the sorting order of the list of Staff Only services to show the newest meeting at the top of the lists.

CARE-6569 : Make DEX ID user-editable.

Menu Path: HomeCare > Dashboard > Clients & Staff > Client > DEX Fields

The DEX ID field on the client record has been updated, to allow the edit of the DEX ID.

Double clicking on the field will enable the field for editing.

A check is conducted on save to ensure the ID that has been entered is unique.

PayCare

CARE-4481 : The calculation of Qualifying Hours for counter leave is not including payments made using Group Items.

Menu Item: Processing > Pay Entry > Edit Pay

The calculation of Qualifying Hours for counter leave is different from other leave types such as leave that accrues pay by pay (e.g. Annual, Personal).

Most leave types calculate Qualifying Hours based on the payitems which are set to accrue leave, and have the matching leave type in the payitem/leavetype list.

Counter leave instead uses the HoursWorked field on the pay detail records, but the method that adds up all the hoursworked values is skipping payments made using group items. A common example of payments made using group items are payments made via the leave usage function.

This is resulting in an undercalculation of the qualifying hours. This issue has now been resolved.

CARE-6524 : STP 2 Incorrectly Classifies Leave Loading Paid during Redundancies.

Menu Item: PayCare > Processing > Pay Entry > Edit Pay

When paying out annual leave entitlements as part of a redundancy, annual leave payments are classified into Lump Sum A. Previously loading was kept separate, with a separate pay item for loading on termination, however this was inadequate since there was only one loading termination item and it couldn’t be treated differently for tax/STP2 purposes.

Now in the case of a redundancy, annual leave loading and annual leave are included together into Lump Sum A and not separated. This will not change the calculation of leave or the dollar amount that is calculated, but will both be together under one pay item.

CARE-6586 : Salary Sacraficed Pay Payments are not being reverted to "Not Paid" when a Clearing House period is reverted.

Menu Item: PayCare > Processing > Direct Transfers > Re-Create Clearing House

If a Clearing House direct transfer file is reverted in some Care Systems 9.9.2 versions, salary sacrifice payments may not be correctly reset to an unpaid state, resulting in an error when the next direct transfer file is created.

This issue has now been corrected.

CARE-6597 : Fringe Benefits grossed up value is incorrect in STP2 reporting.

Menu Item: PayCare > Dashboard > Transfer Files > Single Touch Payroll

The Fringe Benefits grossed up value reported in STP Phase 2 events may be incorrect.

The value reported may not include payments in the period 1 April to 31 March from the previous financial year.

This issue has now been corrected.

In the first STP2 event sent after this change is applied, the Fringe Benefits figure may be significantly higher than the previous event, as the April-June 2022 figures are added to to the total.

Reports

CARE-6266 : Care Minutes Report for Roster.

Menu Item: RostCare > Reports > Rosters > Care Minutes Roster

A new report has been added to the system which displays the Care Minutes and Care Minutes Per Bed Day for a given roster period.

The report can be run for a Residential Service, and for any chosen date range.

RostCare

CARE-5982 : RostCare Prevent Leave Overpayment Screen not working correctly.

Menu Path: RostCare > Dashboard > Performance & Costing > Leave Overpayment

The following issues have been noted in the Prevent Leave Overpayment screen in Care Systems 9.09.02

Issue1: The colours are not displaying correctly when an employee has multiple leave days in the period. There should be orange and red as they don’t have enough leave to cover these shifts.
Issue 2: The information in the highlighted box is also not showing correctly, the totals are not correct in some cases where there are multiple leave days in the period.

Issue 3: The screen is not offering the Split Shift function in some cases where it should be displayed.

These issues have now been resolved.

Release Notes for 9.09.02.3794

Reports

CARE-6529 : QFR: Update QFR source calculations to use Year to Date figures in some cases.

Menu Item: Reporting > QFR Generation

  • Profit and Loss values on the QFS tab should be Year to Date.
  • Add the Next Profit figure to the Retained Earnings result in Cell C39
  • ensure QFS includes all source transactions mapped to a particular row. Include some flexibility in formulas on rows where not all columns are active.

CARE-6531 : QFR generation: Updates due to unexpected behaviour in Services Australia API.

Menu Item: Reporting > QFR Generation

In February 2023, some Services Australia Aged Care Web Services (ACWS) API endpoints failed to return information that is required for QFR generation.

The QFR Generation process has been updated to use multiple ACWS endpoints to retrieve information, and warn the user if none of these attempts are successful.

CARE-6541 : Labour Hire RN staff not being handled correctly in QFR queries.

Menu Item: Reporting > QFR Generation

If an employee is marked as “Labour Hire” in Care Systems, the QFR generation was incorrectly subtracting their hours from the RN: Morning Shift group, but not adding their hours to the Afternoon or Evening groups.

Release Notes for 9.09.02.3752

ApplicationServer

CARE-6467 : Update logon methods to better handle concurrent Application Service activities.

Menu Item: Application Service

The Application Service is failing to complete some tasks when a range of logon methods (OAuth, API Key, Internal System Account) are used to connect to a service simultaneously. This issue has now been resolved.

CARE-6476 : Application Service logons via OAuth being rejected in some situations.

Menu Item: Application Service

The Application Service is rejecting some logon requests when OAuth authentication is used. This issue has now been resolved.

Release Notes for 9.09.02.3743

ClientCare, HomeCare

CARE-6473 : Update Home Care Monthly Reconciliation Payment Statement Import to handle client records with no payments.

Menu Item: ClientCare > Processing > Home Care Package Monthly Reconciliation

If a payment statement has a client with no payments, the “Update Client Account” step may not complete. This issue has now been resolved.

System

CARE-6347 : QFR Audit report.

Menu Item: Reporting > Dashboard > QFR > QFR Generation

A “QFR Audit Report” button has been added to the generation screen. This option will generate a detailed Excel report containing all the transactions that make up the QFR results.

CARE-6348 : QFR Exception report.

Menu Item: Reporting > Dashboard > Reports > QFR Exception Report

An Exception Report has been added to the Reports dashboard, which shows GL Accounts, GL Business Units, Payroll Centres, Classifications and Payitems which have not been mapped for QFR.

Release Notes for 9.09.02.3723

ClientCare, HomeCare

CARE-6375 : Add client classification informaton to Client Browse and Client Contract summary line.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client

The Client Browse and Client Contract Summary views now include information regarding:

  • Client AN-ACC Classification for Residential Aged Care Clients
  • Home Care Package Level for HCP Clients

Release Notes for 9.09.02.3711

ClientCare

CARE-6391 : Online Claiming: Leave Events cannot be sent via ACWS in some cases.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

In some cases Residential Leave events could not be sent to Medicare via Aged Care Web Services, due to an incorrect value in the “Reclaim Type” field. This issue has now been addressed.

DebtCare

CARE-6377 : Update to Summary section of DebtCare Client Statement.

Menu item: DebtCare > Reports > Client Statement

The Summary section of the client statement now displays Opening Balance, Credits, Debits and Totals correctly.

HomeCare

CARE-5728 Released: Data Exchange (DEX) integration for CHSP clients.

Menu Item: HomeCare > Processing > Create DEX Bulk Data File

Features have been added to enable Care Systems to capture and export data about services delivered to clients, in a DEX export file. This file can be uploaded into DEX, thus eliminating the need to manually enter this information into DEX. This is pertinent to clients receiving services based on CHSP funding.

New screens:

  • HomeCare > Setup > Import DEX Organisational Data. Enables the user to Import the DEX Reference Data file and DEX Organisational Data file into Care Systems
  • HomeCare > Processing > Create DEX Bulk Data File. Enables the user to Select Date from/to and which Outlet Activities to report on, validate the scheduled services to be included/excluded from the report, and generate the export file. Also maintains a history of DEX files exported.

Modified screens:

  • Service and Funding Body Maintenance: Added a field that enables the user to link a DEX Outlet Activity to a Funding Body
  • Service Type Maintenance: Added a tab that enables the user to associate Service Type with DEX Service Types
  • Client Maintenance > Schedule: Added a field that enables the user to assign a DEX Service Type to a scheduled service. Options are filtered, based on associations created in Service Type Maintenence screen.
  • Daily Service Processing > Edit Service: Added a field that displays the DEX service type set in the template, but allows override, and allows excluding this delivered service from the DEX export file.
  • HomeCare > Maintenance > Billing Rates: Added a tab that enables the user to select a DEX service type to associate with a billing rate type.
  • Client Maintenance: Added a tab that displays / captures all required DEX client information.

CARE-5879 : Show a star when the employee is the Default Employee for the Service when Assigning services.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing

The default employee for a service is now annotated with a gold star in the Assignment screen employee list.

CARE-6001 : Incorrect Employee Availability status when normal availability overridden.

Menu Item: HomeCare > Dashboard > Clients & Staff > Employee Roster Management

When an employee’s default availability is Unavailable, and this is overridden on a particular day to make them available, their availability is not updated correctly in the employee timeline. This issue has now been resolved.

CARE-6029 : Ability to Employee Name orientation in Daily Service Processing Calendar view.

Menu Path: HomeCare > Daily Service Processing > Calendar Tab

In the Calendar view, the orientation of the worker user ID and name make them very difficult to read.

There is now a Program Option Switch.HomeCare.CalendarNameOrientation that can be used to switch the orientation of the name.

CARE-6136 : Service Address not displaying correctly on Staff Only Services.

Menu Item: HomeCare > Maintenance > Staff Only Services
Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing > Sign off Tab

In some cases, the chosen service address would not display correctly in these screens for Staff Only services.

This issue has now been addressed.

CARE-6290 : Improve message information when assigning via drag & drop.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

When assigning via drag & drop in the calendar view, an “EmployeeObjections” message may appear.

This message has now been expanded to show the reasons why an employee may not be appropriate for assignment to a given task.

CARE-6292 : Error when adding an External Identifier to an employee record.

Menu Item: HomeCare > Dashboard > Clients & Staff > Employee Roster Management

When adding an External Identifier to an employee record, a “NullReferenceException” error may occur in some situations. This issue has now been addressed.

CARE-6373 : When importing and exporting Service and Attendance records, respect the system time-zone settings.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

When exporting services, or importing attendance information, ensure that the time-zone of the system is respected, including time-zone settings specific to this data set.

CARE-6379 : Client Maintenance screen - improve performance of browse feature.

Menu Item: HomeCare > Maintenance > Client

Improvements have been made to this screen to reduce the time to display the browse list.

CARE-6396 : Client Maintenance screen - improve speed of the move to last client feature.

Menu Item: HomeCare > Maintenance > Client

Improvements have been made to this screen to reduce the time to select the last client record using the “Move to Last Client” button in the toolbar.

CARE-6422 : Performance improvements in Daily Service Processing screen.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

Improvements have been made to reduce time taken to load and refresh the screen.

CARE-6433 : Ensure services are removed from Radaro Job list when cancelled in HomeCare.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

Ensure that the service is removed from the Employee’s Radaro Job List when the service is Cancelled in the Daily Service Processing screen. When a service is cancelled, the Employee may be removed from the allocated time.

Launchpad

CARE-6335 : Add a traffic light display showing system status.

Menu Item: Launchpad

A traffic light display has been added to the top right of the screen, showing the status of the application service.

An icon has also been added to identify when the system is in Test Mode, which will disable some external integration features.

PayCare

CARE-6434 : Saving the Employee Maintenance screen when logged on with limited access can result in the Tax File Number being removed from the employee record.

Menu Item: PayCare > Dashboard > Manage Pays > Employee

If an Operator with limited access to the employee maintenance screen saves changes, this can result in the Tax File Number for the employee being cleared. This issue has now been resolved.

Release Notes for 9.09.02.3659

PayCare

CARE-6231 : Employee length of service report to assist with Nurses Grant.

New Menu Item: PayCare > Reports > Employee > Length of Service Report

The Employee Length of Service report is designed to assist applying for the Aged Care Registered Nurses’ Payment Grant.

For more information, please see the Helpdesk article

Release Notes for 9.09.02.3654

ClientCare

CARE-6275 : Updates to Home Care Statement and Reconciliation screen for October 2022.

Menu Item: ClientCare > Processing > Home Care Package Monthly Reconciliation
Menu Item: ClientCare > Reports > CDC Account > Home Care Package Client Statement

The following updates have been made to the Home Care Package Reconciliation and Statement for October 2022:

  1. In some situations, departed clients with Home Care Account balances but no transactions in the current period were not included in the Reconciliation screen or Statements
  2. Format updates to the Home Care Package Monthly Statement to allow for larger purchase values

CARE-6298 : Updates to Subsidy Estimate Payment Statement Import for October 2022.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation
Menu Item: ClientCare > Maintenance > Online Claiming > Service & Funding Body Management
Menu Item: ClientCare > Maintenance > Online Claiming > Subsidy Integration Settings
Menu Item: ClientCare > Maintenance > Financial > Funding Rates

Several changes have been made to the subsidy estimate and payment statement import functions to meet the changed requirements under the AN-ACC funding model.

For more information, see: https://caresystems.zendesk.com/hc/en-us/articles/5833659876239

PurchaseCare

CARE-6318 : Error when opening the Purchase Order preview in Authorise & Send screen.

Menu Item: PurchaseCare > Orders > Authorise & Send Orders

When using the Preview butt on the Authorise and Send Screen, a “null reference” error may appear. This issue has now been resolved.

Release Notes for 9.09.02.3635

ClientCare

CARE-6180 : Subsidy Estimate: Update to Oxygen subsidy calculation.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

Oxygen supplement is now caclulated as a daily amount in line with the updated payment system calculation method.

CARE-6192 : Subsidy Estimate: Add new Respite Accommodation Supplement.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

Under the AN-ACC funding model, the Respite Accommodation Supplement is paid for respite residents. The rate of this supplement is based on the refurbished status of the facility, and uses the 40%+ Accommodation Supplement rate.

CARE-6226 : Subsidy Estimate: Supported Ratio is now calculated as an average over the entire month, not per day.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

Under the updated Medicare payment system, residential supported ratio is now calculated as a monthly average, rather than a daily average.

CARE-6232 : Calculate estimated Accommodation supplement amount using the global rates.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

Menu Item: ClientCare > Maintenance > Financial > Funding Rates

All funding rates for Means Tested Accommodation Supplements and Respite Accommodation Supplements are now stored on the Funding Rates screen. These rates are now used to calculate the subsidy estimate.

CARE-6237 : Subsidy Estimate: Add AN-ACC subsidy codes to Subsidy Integration Settings.

Menu Item: ClientCare > Maintenance > Online Claiming > Subsidy Integration Settings

New subsidy codes for AN-ACC subsidies have been added to the Subsidy Integration Settings page:

  1. AN-ACC Variable Subsidy: IDBS, IDBSPERM, IDBSRESP
  2. AN-ACC Fixed Subsidy: SDBS, SDBSPERM, SDBSRESP
  3. AN-ACC Initial Adjustment (paid on date of entry for permanent residents): INITIALENTADJ
  4. Respite Accommodation Supplement: RESP_ACCOM

Integration settings for the new subsidy codes have been copied from similar ACFI subsidy types where they exist.

CARE-6287 : Subsidy Reconciliation: Include Hospital Leave stays with no return date when calculating subsidy amounts.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

If a resident remains on leave at the end of a claim month, the calculation will assume they are on leave for all days of the month and calculate subsidies accordingly.

CARE-6288 : Subsidy Reconciliation: Update the sort order of estimated subsidies.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

Sort order for subsidies is now:

  • Resident Name
  • Subsidy Type
  • Subsidy Payment Start Date

CARE-6289 : Subsidy Reconciliation: calculate Means Tested subsidy reduction regardless of leave status.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

Under ACFI, the Means Tested reduction calculation was capped to the maximum subsidy amount. Therefore, if a resident is on extended hospital leave or exceeds their social leave and the Variable component of the AN-ACC subsidy is not paid, the subsidy estimate will not calculate the reduction.

This has been changed so that the reduction (MTSR) is calculated at the same rate as the Means Tested Care Fee regardless of the leave status and the AN-ACC subsidy amount paid.

ClientCare, HomeCare

CARE-6225 : Set refurbished status on Service.

Menu Item: ClientCare > Maintenance > Online Claiming > Service & Funding Body Management

The refurbished status of a facility can now be stored on the Service record.

Release Notes for 9.09.02.3582

ClientCare

CARE-6251 : AN-ACC Setup screen: Improvement to finding Missing Care Recipient IDs.

Menu Item: ClientCare > Maintenance > Online Claiming > AN-ACC Setup

When finding missing Care Recipient IDs, an error would appear if the Resident’s Gender was not entered. This has been resolved.

ClientCare, HomeCare

CARE-5501 : In Client Maintenance, Client Notes save buttons do not become active.

Menu Item: HomeCare > Maintenance > Client

Have entered all fields but save buttons don't activate. This issue has now been resolved.

CARE-6124 : Services and Funding Body Management Search improvements.

Menu Item: ClientCare > Maintenance > Online Claiming > Service & Funding Body Management

Searching on the Services and Funding Body Management screen often returns no results. This has been resolved.

ClientCare, HomeCare, Reports

CARE-6220 : Care Minutes targets display on the Reporting dashboard.

Menu Item: Reports > Care Minutes

The Care Minutes quarterly target and current case mix are now visible in a widget on the Reporting dashboard

HomeCare, Reports

CARE-6187 : Add care minute targets for the quarter to the Service and Funding Body screen.

Menu Item: ClientCare > Maintenance > Online Claiming > Service & Funding Body Management

Add fields to record quarterly Care Minutes targets as shown on the My Aged Care Provider Portal

LegiCare

CARE-5594 : Add Percentage Variance to Budget Option on Income Statement.

Menu Item: LegiCare > Reports > Dimension Reports > Profit and Loss

This report has been updated to allow for % variance to budget.

CARE-5658 : New Report - Monthly Income Statement including Last Year Values.

New Menu Item: LegiCare > Reports > Dimension Reports > Profit and Loss (with Last Year)

New Income Statement report displaying last year comparative figures.

PayCare

CARE-5787 : Company Maintenance: Cannot Add a New Company.

Menu Item: PayCare > Setup > Single Touch Payroll Setup > Single Touch Payroll Company Setup

The screen was previously not letting you edit the code which was required to insert a new Company. This has been resolved.

Reports

CARE-6144 : QFR Generation Process.

Menu Item: Reports > QFR Generation

Use the QFR Generation process to create a completed QFR template.

CARE-6207 : QFR Mapping screen.

Menu Item: Reports > QFR Mapping

Screen to record QFR mapping rules.

CARE-6215 : AN-ACC and Care Minutes report.

Menu Item: Reporting > AN-ACC and Care Minutes report

The AN-ACC and Care Minutes report shows details of the current AN-ACC Classification mix for a facility, and the resulting Care Minutes target.

Reports, RostCare

CARE-6181 : Special Day Type Shifts Report Spelling fix.

Menu Item: RostCare > Reports > Employee > Special Day Type Shifts

The title of this report had a spelling mistake in it. This was not on the report itself. This has been resolved.

RostCare

CARE-5983 : Allow read only access to the Roster Replacements screen.

Menu Item: RostCare > Processing > Employee > Roster Replacements

The screen currently doesn’t respect when the permissions are set to Read Only. If you only have “ACCESS” Permission, you should only be able to click on the read only button and the “open” button should be disabled. This issue has now been resolved.

Further, a new security item Processing > Employee > Roster Replacements: Send SMS allows the organisation to restrict who can send SMS’s when they open a Roster. This option is not enabled in Read Only mode.

The permissions of the new security item is cloned from the existing Processing > Employee > Roster Replacements security item to keep default functionality consistent between versions.

Release Notes for 9.09.02.3541

RostCare

CARE-6102 : Roster Replacements: Error during Split Shift.

Menu Path: RostCare > Processing > Employee > Roster Replacements

In some circumstances, splitting a shift with replacement gives an error. This has been resolved.

CARE-6212 : Roster Replacements: Error when assigning an empty shift created from the Leave with Replacements.

Menu Path: RostCare > Processing > Employee > Roster Replacements

In some situations, an error was being displayed when trying to assign a shift created from the Leave with replacement feature. This has now been resolved.

Release Notes for 9.09.02.3530

ClientCare

CARE-6148 : Updated Subsidy Rates and Estimation Rules for AN-ACC Funding.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

Subsidy rates and estimation rules have been updated to incorporate new AN-ACC subsidy types and rules.

CARE-6183 : New Resident Leave Type: Emergency Leave.

Menu Item: ClientCare > Maintenance > People > Resident

Services Australia have added a new leave type to cater for scenarios where the facility is shut down due to an emergency and the residents leave the facility. The 2020 COVID emergency is an example. The new leave type will allow residents to be away from the facility without their funding being impacted.

Emergency Leave is now available as a Leave Type when recording leave on the client maintenance screen.

CARE-6185 : Online Claiming: Error when manually adding Add Entry Event.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

When adding a Residential Entry event manually in the Event Management screen, and error may occur. This issue has been resolved.

CARE-6186 : New Feature: Retrieve Resident AN-ACC classifications via Aged Care Web Services 4.0.

New Menu Item: ClientCare > Maintenance > Online Claiming > AN-ACC Setup

This new feature allows the Resident AN-ACC Classifications for all current clients to be retrieved from Services Australia via Aged Care Web Services 4.0, and for client records within ClientCare to be automatically updated.

Security is cloned from the Service Maintenance screen.

ClientCare, HomeCare

CARE-6163 : Update logic for calculating closing balances in Home Care Monthly Reconciliation screen.

Menu Item: ClientCare > Processing > Home Care Package Monthly Reconciliation

In some cases, the “Payments” and “PaymentsIPA” section of the Services Australia XML Payment Statement do not reconcile to each other.

To mitigate this, when calculating the closing balance for a client, the Home Care Package Monthly Reconciliation screen will now ensure that the PaymentsIPA closing balance matches the resledger balance as of the end of month in all cases.

The screen will also ensure the Home Care Account balance displayed on screen always matches the Home Care Account balance on the XML Payment Statement.

Any adjustment amounts will automatically be recorded as “Provider Held Commonwealth Funds”.

CARE-6202 : Home Care Package Statement - Page Number and Address Updates.

Menu Item: ClientCare > Processing > Home Care Package Monthly Reconciliation
Menu Item: ClientCare > Reports > CDC Account > Home Care Package Client Statement

Under some circumstances the page number on Home Care Package Client Statements was not correct, and the client address was not displaying.

This issue has now been resolved.

PayCare

CARE-4197 : Allow customisation of Termination Reason list in Pay Entry & Employee screens.

Menu Item: PayCare > Processing > Pay Entry > Edit Pay
Menu Item: PayCare > Maintenance > Employee > Employee
Menu Item: PayCare > Setup > Database Setup > Termination Reasons

When processing a termination on the pay screen, or editing termination details on the employee maintenance screen, the list of termination reasons used is now customisable.

Go to PayCare > Setup > Database Setup > Termination Reasons to configure termination reasons.

Each termination reason must include an ATO Cessation Reason Code as per the Single Touch Payroll Phase 2 requirements.

CARE-5266 : New fields added to Payitem Maintenance screen: "STP Payment Type" & "Other Allowance Type".

Menu Item: PayCare > Maintenance > Payitem

New settings have been added to the Payitem Maintenance screen to record additional information needed for Single Touch Payroll phase 2 (STP2).

The first tab of the Payitem Maintenance screen has been split in to two tabs:

Tax Tab

This tab contains Tax, Group Box, and Single Touch Payroll Settings for the item. There are two new fields included on this tab.

Single Touch Payroll Payment Type - A new designation which is an extension of the existing “Group Box” field. Depending on the Group Box chosen, a Payitem may be assigned a Payment Type to provide the ATO more information regarding the purpose of the payment.

STP Allowance Description - this field is used for items with Payment Type of “Other Allowances”, to describe the purpose of an Allowance Payment.

Flags Tab

This tab contains the other fields previously on the Flags tab, arranged in to four groups to make configuration easier:

  • Payroll Calculation Rules
  • Superannuation Rules
  • Leave Calculation Rules
  • Financial Reporting and Exports

Default Settings for new fields

During the upgrade to the latest version, default values will be set for these fields based on existing tax, payment summary box, leave usage, fringe benefits, & super settings, and also by using the payitem description. See Care Systems' detailed documentation regarding Single Touch Payroll phase 2 for more information.

CARE-5752 : New Tax related fields added to the Employee Maintenance screen.

Menu Item: PayCare > Maintenance > Employee > Employee

New settings have been added to the Employee Maintenance screen to record additional information needed for Single Touch Payroll phase 2 (STP2).

The “Employee” tab of the Employee Maintenance screen has been split in to two tabs:

Tax tab

The Tax tab contains key settings that control how the employee will be taxed, and how tax information will be reported to the ATO via STP2. There are four sections:

Tax File Number declaration - Record the results of the latest TFN declaration from the employee here.

Medicare Levy variation - Record the results of the latest Medicare Levy variation form from the employee here if there is one.

Seniors/Pensioners Withholding declaration - Record the results of the latest Seniors and Pensioners Tax Offset (SAPTO) form from the employee here if there is one..

Employee tab

The Employee tab contains other fields that were previously on this tab, with the addition of the Cessation Type field which allows the ATO-approved cessation type to be recorded in addition to the internal Termination Reason field.

Default values for new fields

During the upgrade to the latest version, default values for the new fields on the Tax tab will be set based on the existing Tax Table value.

CARE-5812 : Employee Import process now imports more details regarding Tax File Number declaration.

Menu Item: PayCare > Maintenance > Employee > Employee

When importing an employee record from a third party system such as EnableHR, the values from the new employee’s TFN Declaration form will now be set on the employee maintenance screen if they were provided by the third party system.

ABN details can now also be imported for independent contractor records.

CARE-5826 : ATO Cessation Reason field added to Employee Maintenance screen.

Menu Item: PayCare > Maintenance > Employee > Employee

New settings have been added to the Employee Maintenance screen to record additional information needed for Single Touch Payroll phase 2 (STP2).

The “Employee” tab of the Employee Maintenance screen has been re-arranged in to three sections, and the Temination section now contains a Cessation Reason field which allows the ATO-approved cessation type to be recorded in addition to the internal Termination Reason field.

CARE-5854 : Payitem Listing report updated to show new fields relating to STP phase 2.

Menu Item: PayCare > Reports > Listings > Payitems

The Payitem Listing report has been updated to display the new Single Touch Payroll “Payment Type” field for all payitems, and the Other Allowance Description field where appropriate.

CARE-5855 : The Employee Details report has been updated to show TFN Declaration and other information relating to STP phase 2.

Menu: PayCare > Reports > Employee > Details

The Employee Details report has been updated to show additional information relating to Single Touch Payroll phase 2:

  • TFN Declaration fields
  • Medicare Levy Variation fields
  • Seniors & Pensioners Tax Offset fields
  • ATO “Income Stream” & “Tax Treatment” codes
  • Cessation Reason

CARE-6109 : Include "Employer Additional" super in STP Reportable Employer Super Contribution output.

Menu Item: PayCare > Processing > Single Touch Payroll
Menu Item: PayCare > Maintenance > Employee > Employee
Menu Item: Settings > Configuration > Program Options
Program Option: EnableItem.PayCare.STP2IncludeEmployerSuperInRESC

Superannuation amounts paid based on the “Employer Additional” option within the employee maintenance screen can now be included in the Reportable Employer Super Contributions figure within STP.

To control the inclusion of these amounts, Program Option EnableItem.PayCare.STP2IncludeEmployerSuperInRESC has been added. To disable the inclusion of these amounts, set this option to No. If the option is blank or Yes, these amounts will be included.

CARE-6160 : New Report: Employee Tax Details Report.

Menu Item: PayCare > Reports > Employee > Employee Tax Details

New menu item below PayCare > Reports > Employee > Details

This report has the same Report Parameters as the Employee Details Report, and can be used to review tax settings for employee in one convenient list.

Security settings for this report are copied from the Employee Details Report.

CARE-6210 : Single Touch Payroll Phase 2 Features now available in PayCare.

Menu Item: PayCare > Processing > Single Touch Payroll

New Features have been added to PayCare to meet the Single Touch Payroll Phase 2 requirements.

For more details, see our help centre article here:

https://caresystems.zendesk.com/hc/en-us/articles/5569890912399

Portal

CARE-5882 : Employee Self Service Portal - add option to disable Availability tab.

Menu Item: Settings > Configuration > Program Options
Program Option: EnableItem.EP.Availability

A new program option “EnableItem.EP.Availability” has been added to control the Availability feature within the Employee Self Service Portal.

This program option is disabled by default. To enable Availability set this option to Yes

Release Notes for 9.09.02.3449

ClientCare

CARE-6131 : Subsidy Reconciliation: Payment Statement doesn't show the Total Amount.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

When importing a payment statement, the Total was always being reported as 0. This has been fixed.

CARE-6166 : Subsidy Reconciliation: Improvements to Undo XML.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

In certain circumstances the Undo XML button wasn’t enabled when it should have been. In others the Undo did not succeed. This has been resolved.

CARE-6167 : Subsidy Reconciliation - updates to GL Journal generation and closing period at end-of-month.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

When importing the new format Medicare payment statement, the status of the file may not have been recorded correctly, which may affect file import process in the following month.

When subsidies were received for clients who had not been in the facility for a long time, the resulting General Ledger journal for the file import may not have recorded these amounts.

These issues have now been resolved.

CARE-6169 : Update Subsidy Reconciliation Reports.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

This following improvements have been made:

  • The Reports now report the Care Recipient ID or the SPARC depending on which was used during the import
  • The Reports on the Import Payment Statement tab were not displaying data when the payment statement was using the New Services Australia Format
  • Other small display improvements.

CARE-6171 : Update the AN-ACC Service Group Descriptions.

Menu Item: ClientCare > Maintenance > Online Claiming > Service & Funding Body Management

The descriptions of the AN-ACC Service Group field has been updated to:

  • Service Group 1 - MMM 7 Specialised Indigenous
  • Service Group 2 - MMM 6 Specialised Indigenous
  • Service Group 3 - Standard MMM 6 or MMM 7
  • Service Group 5 - Specialised Homeless
  • Service Group 6 - Standard MMM 1-4
  • Service Group 7 - Standard MMM 5

Please note: Service Group 4 is not included in this list as it was deprecated before release by the government. The reason for this was, “This occurred as a result of a Government decision to change the way that Base Care Tariffs were calculated for certain facilities.”

Release Notes for 9.09.02.3401

ClientCare

CARE-5989 : Add fields to capture a residents AN-ACC rating.

Menu Item: ClientCare > Maintenance > People > Resident
Menu item: HomeCare > Maintenance > Client

A new property has been added to record the AN-ACC Classification of a Client.

CARE-6014 : Add palliative flag and NSAF is Sighted flag to the client details page.

Menu Item: ClientCare > Maintenance > People > Resident
Menu item: HomeCare > Maintenance > Client

Two new properties have been added to record 'Palliative on Entry' and 'NSAF Sighted' statuses on beginning of a contract.

CARE-6046 : Add AN-ACC subsidy fields to the Subsidies page.

Menu item: ClientCare > Maintenance > Financial > Funding Rates

New fields relating to AN-ACC funding have been added to this screen:

  1. NWAU Rate ($)
  2. New Entrant NWAU weighting
  3. New entrant funding amount ($)

CARE-6047 : Store the service group funding.

Menu Item: ClientCare > Maintenance > Online Claiming > Service & Funding Body Management

A new field to capture the Service Group of a residential service has been added to this screen

CARE-6060 : Add palliative flag and NSAF is Sighted flag to the Old Resident screen.

Menu Item: ClientCare > Maintenance > People > Resident

Menu Item: ClientCare > Maintenance > People > Resident (New Resident Wizard)

New fields to capture the Palliative Care and NSAF sighted status have been added to this screen

CARE-6061 : Add fields to capture a resident AN-ACC rating.

Menu Item: ClientCare > Maintenance > People > Resident

Menu Item: ClientCare > Maintenance > People > Resident (New Resident Wizard)

A new field to capture the AN-ACC classification of a resident has been added to this screen

ClientCare, HomeCare

CARE-5996 : Client Maintenance - New people would not show on the Statement Report.

Menu item: HomeCare > Dashboard > Clients & Staff > Client
Menu item: HomeCare > Setup > Default Address Type
Menu item: ClientCare > Reports > Financial > Statements

New clients created via the new Client Maintenance screen would not show on the Statement Report. This has been fixed.

ClientCare, Online Claiming

CARE-5922 : Add new fields to Online Claiming entry event.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

Entry events now contain Palliative Care and NSAF has been sighted fields.

CARE-6091 : Send leave correction event when a leave return date is added.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

When the leave start and end dates are sent as a separate events, the second event is now treated as a “Correction” to the first, to meet latest Aged Care Web Services requirements.

CrediCare

CARE-6025 : Supplier Maintenance - Additional validation required on some fields.

Menu item: CrediCare > Maintenance > Suppliers

Description is now a required field.
Validation has been added on the Pay Type such that it requires the Account information to be filled in if the Pay Type is Direct Data Transfer.

HomeCare

CARE-4665 : Improvements to new Program (Accommodation) screen.

Menu item: HomeCare > Dashboard > Maintenance > Program

Improvements have been made to this screen.

  • Renamed the last section to "Other".
  • Renamed the field "RRI Low" to “Number of Respite Beds”.
  • Made the Description control longer.
  • Removed the PCAI/RCS section from the label.
  • Removed the grey text indicating which fields affect the Period Billing.
  • Moved the Include First/Last Day properties higher in the screen.
  • Expand the Subsidy by default.
  • Reduced the width of number controls.
  • Changed the number controls to be right aligned.
  • Labels for various controls have been expanded where there were abbreviations.
  • Some labels with acronyms have tooltips that expand the acronyms.
  • Moved the "Bill First/Last Day" fields to the Other section.
  • Ward Type has been moved to Other.

CARE-5713 : HomeCare - Addresses that don't have all details in Google search results can now be selected.

Menu item: HomeCare > Dashboard > Clients & Staff > Client > Address tab > Edit Service address
Menu item: HomeCare > Dashboard > Clients & Staff > Client > Contracts tab > Schedule tab > Edit Service > Edit Locations
Menu item: HomeCare > Dashboard > Processing > Daily Service Processing > Services > Edit Service > Edit Locations

The requirements for selecting an address from Google's results have been relaxed.
Previously an address could not be selected if it did not have a Street Number. Now it can be. This is to allow situations where the Google address data is not complete.

CARE-5985 : HomeCare - DSP - Sign Off Tab - Display Location Description and Code.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing > Sign off tab

Locations shown in groupings will now display the Description and Code.

CARE-5986 : HomeCare - DSP - Sign Off tab - Edit Service - Add Discount Rate field.

Menu item: HomeCare > Daily Service Processing > Sign Off tab

The Discount Rate can now be set using the Edit button on a Service.

CARE-5987 : HomeCare - DSP - Sign Off tab - Add Cancellation screen.

Menu item: HomeCare > Daily Service Processing > Sign Off tab

When Cancelling a Service on this tab the Cancel Service screen will now be displayed, allowing the Cancellation Reason and Discount Rate to be set.
When using the Cancel All function there is now a requirement to set the Cancellation Reason.

CARE-6081 : HomeCare - DSP - Sign Off tab - Ability to search via Location.

Menu Path: HomeCare > Dashboard > Processing > Daily Service Processing > Sign Off tab

The ability has been added to search on the Location Code and Description and Address of a Service.

CARE-6092 : Add "address details" field showing more information in mobile app.

Menu Item: HomeCare > Maintenance > Clients

new field Address Details will be shown in the mobile app. Allows inclusion of additional address information.

CARE-6104 : HomeCare - DSP - Sign off tab - Scrolling does not work over all of the tab.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing > Sign Off tab

Scrolling using the mouse wheel over some parts of the tab does not work. This has been fixed.

CARE-6105 : HomeCare - DSP - Sign Off tab - Complete All / Cancel All buttons are confusing at many levels.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing > Sign Off tab

The Complete All and Cancel All buttons have been removed from the Day, Service Type and Time and Location grouping levels.

CARE-6106 : HomeCare - DSP - Sign off tab - Group backgrounds are confusing.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing > Sign Off tab

The background colours have been removed.
A grey border around the Time and Location grouping has been added instead.

CARE-6115 : HomeCare - DSP - Sign off - Sort the Group Based and Clients.

Menu Item: HomeCare > Processing > Daily Service Processing

Changes to the sort order in the Sign Off screen.

CARE-6117 : HomeCare Sign-off and Attendance - edit, cancel, complete window updates.

Menu Item: HomeCare > Processing > Daily Service Processing

Additional features added to the Sign Off and Attendance screens.

Launchpad

CARE-5947 : ProDA renewal message shows negative value in some cases.

Menu Item: Launchpad

A PRODA renewal warning message was sometimes showing a negative value. This issue has been corrected.

System

CARE-5967 : Delete key doesn't work when deleting text in searchable combo boxes.

The Delete key didn't remove the character are the caret when searching in the searchable combo boxes. This has been fixed.

TimeCare

CARE-6040 : New Automatic Scanner Code Option: 6 digit PIN using last 5 char from Person ID.

Menu Item: Settings > Configuration > Program Options

A new option has been added to Switch.RostCare.GeneratePinNumbers to all PINs to be generated as 6 digits PINS using the last 5 characters from the Person ID.

CARE-6083 : Roster/Attend Matching - Comments on swipes do not save.

Menu item: TimeCare > Dashboard > Processes > Roster/Attend Matching

Comments on Time Swipe records would not save. This has been fixed.

Release Notes for 9.09.02.3360

ClientCare

CARE-6076 : Upgrades to allow new Residential Payment Statement XML files to be imported.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

In August 2022 Services Australia changed the format of the Residentlai Aged Care XML Payment Statement.

Changes include:

  • NAPS ID rather than RACS ID used to identify Services
  • New Care Recipient IDs used to identify Residents
  • different subsidy codes used for Accommodation Supplement, and other subsidies
  • Respite Incentive payments grouped differently than previous statement

Some of these changes were unannounced, resulting in the new XML files being incompatible with the ClientCare Subsidy Reconciliation statement import function.

Updates have been made to this function to allow both old and new format files to be imported.

CARE-6080 : Display the Provider Comments when you import a Payment Statement.

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

When Importing a Payment Statement, the Comment from the Payment Statement will now show.

PayCare

CARE-6043 : New Clearing House Format: Australian Retirement Fund.

Menu Item: PayCare > Processing > Direct Transfers > Clearing House

Release Notes for 9.09.02.3334

ClientCare

CARE-5310 : Changes to the HomeCare Statement.

Menu Item: ClientCare > Reports > CDC Account > Home Care Package Client Statement

The Home Care Package Client Statement has been updated to show additional information for splits between different funding amounts held by Services Australia and at organisational level, and includes a summary of the services and other transactions relating to a Client’s record for the relevant reporting period.

CARE-5617 : The Undo XML Import button on the HomeCare Reconciliation Screen may not work.

Menu: ClientCare > Processing > Home Care Package Monthly Reconciliation,

The Undo XML Import function was not working in some cases. This issue has now been resolved.

CARE-5757 : Add adjustment features to the Home Care Package Monthly Reconciliation process.

Menu Item: ClientCare > Processing > Home Care Package Subsidy Estimate and Reconciliation
Menu Item: ClientCare > Setup > Transaction Type

New columns have been added to the Home Care Subsidy Reconciliation screen, and to the ClientCare Transaction Type screen, to support adjustments to the Home Care Package client account. Amounts can now be transfered to/from each component of the client account:

  • Home Care Account (Commonwealth held component)
  • Commonwealth Portion (Provider held)
  • Care Recipient Portion (Provider held)
  • Pre-2015 funds (Provider held)

CARE-6019 : Refreshing the Aged Care Web Services security key may result in web service record not saving correctly.

Menu Item: ClientCare > Launchpad

When the Aged Care Web Services security key is refreshed, it may not be stored correctly, requiring the details to be manually re-saved in the Web Service record.

This issue has now been resolved.

HomeCare

CARE-5495 : Improvements to HCP Monthly Reconciliation.

Menu Item: ClientCare > Processing > Home Care Package Monthly Reconciliation

The Screen now handles if the NAPS Service ID on an Accommodation history contract is changed.

The Screen will also include Transfer of Care Recipient Funds and Transfer of Commonwealth Funds in Top Up Amounts.

Release Notes for 9.09.02.3329

ClientCare, HomeCare

CARE-5948 : Scaling Issue on new Client Maintenance Screen.

Menu item: HomeCare > Dashboard > Clients & Staff > Client

When creating a new Client the wizard would hide the buttons if the screen size was reduced too much. This is now fixed.

CrediCare

CARE-5940 : New version of the Supplier screen does not include Hold all Payments function.

Menu item: CrediCare > Maintenance > Suppliers
Menu item: PayCare > Setup > Supplier
Menu item: PurchaseCare > Setup > Supplier

The “Hold all Payments” was not added to the new version of the Suppliers screen. It has now been added.

HomeCare

CARE-6000 : Saving changes in Employee Roster Management is taking a long time.

Menu Item: HomeCare > Dashboard > Clients & Staff > Employee Roster Mgmnt

Saving changes to an Employee is taking a long time to complete. This has been fixed.

CARE-6009 : Error when selecting Last record button on Staff Only Services screen.

Menu Item: HomeCare > Maintenance > Staff Only Services

Pressing the Last record button would cause an error. This has been fixed.

LegiCare

CARE-5975 : Dimensions Balance Sheet report does not put separate account groups on separate pages.

Menu item: LegiCare > Reports > Dimension Reports > Balance Sheet

This report was showing multiple account groups on one page. They will now be separated onto new pages.

Release Notes for 9.09.02.3296

CrediCare

CARE-5839 : CrediCare emails not being sent when no System Email Connection configured.

Menu Item: CrediCare > Processing > Payment > Payment Advice Email

When sending email remittance advice in the Creditors module, an error may occur if there is no system email connection configured. This issue has now been resolved.

ExtraCare, LegiCare

CARE-5798 : General Ledger account generation - account links may not be correct in charts with Report Only dimensions.

Menu Item: LegiCare > Maintenance > Dimension Account > Dimension Management

When generating General Ledger accounts, account links may not be correct in charts with Report Only dimensions. This issue has now been resolved.

HomeCare

CARE-5809 : HomeCare - Sign Off Tab - Group by Service Type, Location, Time.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing > Sign Off Tab

When signing off on group based services, services are now grouped by Service Type, Location and Time.

CARE-5954 : Allow Assignment when there is a clashing service or insufficient travel time.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

Rules restricting assignment of employees have been relaxed regarding clashing service, insufficient travel time, issues with qualifications, competencies or compatibilities.

If there are issues relating to the selected employee, a warning will display, but the assignment can be completed.

CARE-5957 : Add options to unassign employee when Cancelling a service.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

Previously, when a service was Cancelled, the employee was Unassigned from the service..

There are now two options within the Cancel Service function -

  • Cancel Service
  • Cancel Service & Unassign Employee (only available when service has an employee assigned.)

Release Notes for 9.09.02.3282

HomeCare

CARE-5913 : Update colours on the Employee Timeline view.

Menu Item: HomeCare > Processing > Daily Service Processing

When Assigning employees, the Timeline view now shows times in the following colours:

  1. Not on Shift, Available to work - White
  2. Not on Shift, Unavailable to work due to Employee Availability or Leave record - Pale Red
  3. On Shift in the correct Domain, not assigned to a Task - Bright Green
  4. On Shift but already Assigned to another task, or working in another Domain, - Bright Red
  5. On Shift but traveling to an Assigned task - Grey

Release Notes for 9.09.02.3269

ClientCare

CARE-4907 : Other Extra Service Billing Types should not show any other period other than Daily.

Menu: ClientCare > Maintenance > Financial > Extra Services Rates

Removed all other filter options except Daily

CARE-5723 : Refundable Deposit Register Summary to Show an Additional Field.

Menu: ClientCare > Reports > Deposits & Bonds > Statements > Deposit Register Statement

Menu: ClientCare > Dashboard > Statements > Deposit Register Statement

Additional fields added to Client Deposit Register Statement for Refund Due Date and Notification Date. Also now includes an additional statement at the bottom of the Deposit Register Statement.

CARE-5801 : Add Program option to Make Client Care use the Client Maintenance Screen instead of the old Resident one.

Menu Item: ClientCare > Maintenance > People > Resident

Setting Program Option EnableItem.ClientCare.ClientMaintenance to Yes enables the updated Client Maintenance screen within the ClientCare module. This updated screen is already used within HomeCare and includes additional settings for Client Schedule, Notes, and Case Management.

To manage access to the updated screen use Settings > Security > Access Control > Screen Permissions to set access for HomeCare > Maintenance > Client and the tabs and sub-tabs within the screen.

CrediCare

CARE-5803 : New CrediCare screen is missing "Not Registered for GST" fields and is not validating the ABN.

Menu: CrediCare > Maintenance > Suppliers

Missing the “Not Registered for GST” field in the new Creditors Supplier Maintenance screen, and also the ABN was not validating. This is now fixed.

DebtCare

CARE-5716 : Improve performance of DebtCare Client Statements.

Menu: DebtCare > Reports > Client Statement Summary

Menu: DebtCare > Reports > Client Statement

These statements were taking too long to generate on screen. The speed has now been improved.

CARE-5748 : Update to DebtCare Receipts screen to allow offsetting of credit entries against debit entries.

Menu: DebtCare > Processing > Receive Payments

Menu: DebtCare > Dashboard > Receipting > Receive Payments

The DebtCare Receive Payments screen did not allow for easy allocation of Credits to clear, so they kept appearing on the DebtCare > Reports > Aged Debtor and never cleared off.

The DebtCare Receive Payments screen now recognises if there are credits to be applied to a Client Account before receipting further and prompts with a message asking Users if they would like to apply Credits, Accept, or to not apply Credits, Cancel.

The screen also allows for NIL receipt values and manual entry against various lines to clear invoices and credits (i.e. minus 30, plus 30 data entry equates to NIL dollars receipted)

CARE-5851 : DebtCare is allocating credits against the wrong Invoice.

Menu: DebtCare > Dashboard > Invoicing > Add or edit Invoices

When raising an invoice for a Client, when clicking on Save as Finished, if the client has outstanding credits to be applied, a pop up message is received asking if the user would like the credit to be applied to this invoice. When yes was clicked, the invoice was not being applied to the current invoice but to the oldest outstanding invoice on a client record which was incorrect..

This has now been fixed.

HomeCare

CARE-5788 : Create and Extend Employee Shifts when assigning employees to tasks.

Menu Item: HomeCare > Dashboard > Processing > Daily Service Processing

When assigning employees to tasks, if the existing employee shift on the day does not cover the full service time, then extend the existing shift to cover the service time.

CARE-5793 : Homecare Calendar incorrectly adding darker grey backgrounds to employees with many shifts.

Menu: Homecare > Launchpad > Daily Service Processing > Calendar

The Calendar was showing darker grey backgrounds where there were many shifts allocated to an employee. This has now been resolved so colour is consistent.

LegiCare

CARE-5655 : Suppressing Zero values in the Balance Sheet made some Totalling Accounts Disappear.

Menu: LegiCare > Dashboard > Reports > Balance Sheet

Menu: LegiCare > Reports > Dimension Reports > Balance Sheet

Suppressing zero values in the report made some totalling accounts disappear where there was no movement for the period, for example Total Land. This has now been fixed.

CARE-5661 : Cash Flow Report updates Required.

Menu Item: LegiCare > Reports > Dimension Reports > Statement of Cashflow

The following changes have been made:

  • The Company and ABN are now shown in the header
  • The Period Stated in the Title is more intelligent (e.g. “For April 2022” instead of For 01/04/2022 - 30/04/2022)
  • Report Categories will now show the Total in line if the Category’s “Report Detail” is set to Show Detail.
  • Report Categories and Report Subcategories can now be completely hidden using the Group Header Display
  • Report Categories are no longer bold when Report Detail is set to Hide Detail
  • Report Categories now always show their total in line instead of in a Total Block
  • The Detail line is no longer indented from the Subcategory line
  • Negatives are shown with parentheses instead of the negative sign
  • The Heading “Cash at Start of Period and Cashflow within Period” has been renamed to EXPECTED TOTAL
  • The suffix on the opening balances - “ at Start of Period” has been replaced with the prefix Period Start:
  • The End balances now have the prefix Period End:
  • Rows are now banded to make it easier to see which numbers belong to which description
  • The font has changed to Microsoft YaHei
  • Spacing Improvements between Categories.

For more information on how to setup the configuration for this report, please contact Care Systems.

PurchaseCare

CARE-5675 : PurchaseCare - Speed improvements to Reverse Deliveries screen.

Menu Item: PurchaseCare > Deliveries > Reverse Deliveries

This process now runs much faster.

CARE-5894 : When a Order Line item has ALL fields exactly the same the Invoice Variance report will not display right.

Menu item: PurchaseCare > Reports > Invoice Variance Report

When an order has two lines that are exactly the same, the invoice variance report is grouping by all properties including Quantity. This meant only one row was being reported, and the delivery items were attaching to one row as well. The report was showing an imbalance in the Original Ordered Amount and the Adjusted Order Amount, which should be the same.

This is now fixed.

System

CARE-5682 : Add Domain Security setup to the Roles Configuration Screen.

Menu item: Settings > Security > Access Control > Role

The Roles configuration screen now includes the information about Domain Security.

Release Notes for 9.09.02.3264

ClientCare

CARE-5520 : Process Refunds & Transfer screen freezes.

Menu: ClientCare > Dashboard > Refunds and Transfers

Issue with the Next button freezing whilst processing a refund. This is now fixed.

CARE-5867 : Payment Statement Import: Support for new Care Recipient ID.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

Future Payment Statements will use the new 10 digit Care Recipient ID. The Payment Statement import has been updated to be able to handle SPARC IDs and Care Recipient IDs.

ClientCare, Online Claiming

CARE-5820 : ACWS: Care Recipient List only showing 200 IDs.

Menu Item: ClientCare > Maintenance > Online Claiming > Service & Funding Body Management

The Process of gathering Care Recipient IDs from Medicare to match to Existing data was previously limited to 200 items. This limitation has been removed.

CARE-5841 : Care Recipient Lookup: Improvements to handle spaces.

Menu Path: ClientCare > Maintenance > Online Claiming > Event Management

If the name contained a space, then the lookup would fail. This has been resolved.

Release Notes for 9.09.02.3185

ClientCare, Online Claiming

CARE-5807 : ACWS: Check Connections button can cause an error when dealing with large amounts of data.

This has been resolved.

System

CARE-5815 : Emails failing to send in certain circumstances.

This has been resolved

Release Notes for 9.09.02.3172

ClientCare, Online Claiming

CARE-5776 : Online Claiming: Improvement when getting Status of a Finalise Claim event.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

A change has been made to use an alternative endpoint within Aged Care Web Services as the endpoint Services Australia recommended was not returning reliable information.

CARE-5796 : Online Claiming: Additional Data is now considered as Success.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

Status “Additional Data” has been changed to be a success code instead of an error code. For example, in some situations residential leave events with no return date may return status “Additional Data”.

HomeCare

CARE-5795 : Error when opening a Service Template.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client

An error was occurring when opening a service template. This has been resolved.

Release Notes for 9.09.02.3169

HomeCare

CARE-5782 : Performance improvements to Daily Service Processing screen.

HomeCare > Dashboard > Processing > Daily Service Processing

Updates to screen to improve load and refresh times of the Daily Service Processing screen. Updates include the Summary tab, Services tab, Attendance tab.

CARE-5784 : Create shifts for Default Employees during service generation.

HomeCare > Dashboard > Processing > Daily Service Processing

When generating services, add shifts for Default Employees so that they can be assigned to services (subject to Leave and Availability rules)

CARE-5786 : HomeCare - Having an Employee with all Qualification End Dates causes Default Employees to fail.

Menu item: HomeCare > Dashboard > Clients & Staff > Employee Roster Mgmnt
Menu item: HomeCare > Dashboard > Clients & Staff > Client

Having an employee with Qualifications all with an Expiry Date will cause the Default Employees feature on Client Maintenance screen to stop working.

Release Notes for 9.09.02.3161

ClientCare

CARE-5332 Released: Initial Aged Care Web Services Release.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

Menu Item: ClientCare > Processing > Subsidy Estimate and Reconciliation

The Medicare Event Management and Subsidy Reconciliation Payment Statement Import features within ClientCare have been updated to use the newer Aged Care Web Services (ACWS) technology.

CARE-5739 : Event Management: Increase the Response Code Column size.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

Services Australia now returns much longer codes than before. The size of the field has been adjusted to reflect this.

CARE-5740 : Check ACWS Connection - Display potential NAPS IDs.

Menu Item: ClientCare > Maintenance > Online Claiming > Service & Funding Body Management

The Check Connection Report now includes a section at the start which lists of All NAPS IDs found in events on the Service. If your NAPS ID does not match one of these, it will add a Warning.

CARE-5741 : Event Management: Ability to get status of finalise claim through the right click menu.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

Previously, a Finalise Claim status was not able to be checked using the right click menu. This has been changed.

CARE-5747 : Event Management: Performance Improvements when closing screen.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

In some situations, the Event Management screen could take a while to close. The performance in this scenario has been significantly improved.

CARE-5762 : Event Management: Show the Event History by default.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

Previously, the Event History and Response details are not shown when you load the screen. You had to click the “Clock” icon on the toolbar to show it. This has been changed so that it shows by default and you have to click the clock if you wish to hide it.

CARE-5766 : Add Code field to the Funding Body or Residential Service screen.

Menu Item: ClientCare > Maintenance > Online Claiming > Service & Funding Body Management

A user defined Code field has been added to this screen, to allow records to be grouped and identified based on preferred naming convention.

CARE-5769 : Event Management: Ability to check status on event sent through Adapters after switching to Web Services.

Menu Item: ClientCare > Maintenance > Online Claiming > Event Management

Previously, If you switch over to Web Services and had events that were sent using adapters, checking status on them would fail. This has been updated so it will continue to check using Adapters.

Note: This relies on the Adapters technology, and as such will not work after Services Australia turns off the Service.

PayCare

CARE-5774 : Third Party Employee Import: NOK can lead to invalid import state.

Menu Item: PayCare > Maintenance > Employee > Employee

When importing a new employee from a third party system, if the imported information contains Next of Kin details and also contains invalid or incomplete information of other fields, the Contacts tab could stop responding after attempting to save the new Employee record. This has been resolved.

Release Notes for 9.09.02.3140

ClientCare

CARE-5732 : Relax validation rules during ClientCare EFT generation.

Menu Item: ClientCare > Processing > Process EFTs

Field length of a number of descriptive fields was included in file validation when creating .ABA format files. This validation has been relaxed as Account Name and Organisation Name fields can be safely truncated within the .ABA file. Account Number and BSB validation remains.

ClientCare, HomeCare

CARE-5722 : Make "Code" field in ResService default search identifier.

Menu Item: HomeCare > Maintenance > Funding Body

Update the Funding Body screen to use a dedicated “Code” field rather than NAPS & RACS IDs as the primary search field.

This allows services to be sorted and grouped based on user chosen codes rather than official identifiers relating to different government and third party programs.

HomeCare

CARE-5699 : Client Maintenance, deleting all contracts causes exception.

Menu Item: HomeCare > Maintenance > Client

An error message “Sequence contains no elements” was sometimes appearing after deleting all Contract (Accommodation History) records for a Client in the Client Maintenance screen.

This issue has now been resolved.

CARE-5721 : Client Service Plan Report.

Menu Item: HomeCare > Reports > Client Service Plan

A new Client Service Plan listing report has been added to the HomeCare Dashboard and Reports Menu

CARE-5733 : Service Listing Report.

Menu Item: HomeCare > Reports > Service Listing

A new Service Listing report has been added to the HomeCare Dashboard and Reports Menu

CARE-5750 : HomeCare - Employee Roster Management name change.

Menu Item: HomeCare > Maintenance > Employee Roster Management

The maintenance screen to control Employee Domain membership, Qualifications, Competencies, Compatibilties, and External Idenfitiers, is now consistently labelled “Employee Roster Management” in the Dashboard, Maintenance Menu, and screen heading.

PayCare

CARE-5001 Released: Additional features for employee import interface.

Menu Item: PayCare > Dashboard > Manage Pays > Employee

When importing employees from third party systems, an expanded list of fields is now supported, including:

  • more personal details & phone numbers
  • employee address information
  • employee contact information
  • employment information such as role designation
  • employee classification fields, including classification code, default cost centre, employment type, and contracted hours & days per period.
  • employee scratchpad fields for visa status, passport number, and other commonly used fields.

When importing employee records from Enable HR via their API, the following fields are now populated:

  • Date Of Birth
  • Personal Address
  • Commencement Date
  • Employment Type
  • Position code
  • Title

Please contact Care Systems for more information about how you can import employee information to PayCare.

CARE-5756 : Aged Care Bonus Payment Report: Include Terminated Employees.

Menu Item: PayCare > Reports > Employee > Aged Care Bonus Payment 2022

The report has been updated to Include recently departed Employees. Employees whose employment was terminated 14 days prior to the reporting period or later will now be included in the report result.

Release Notes for 9.09.02.3099

ClientCare

CARE-4432 : When generating client EFT files an error may appear if file contents are not valid.

Menu item: ClientCare > Processing > Process EFTs

When generating a client EFT file, if source information did not comply with the ABA file standard, then an Exception or Error may be displayed.

This has been resolved and the screen will now present a list of issues encountered in the file, with full descriptions of each problem.

CARE-4834 : Add Person ID as mail merge field for Client Statement Emails.

Menu item: ClientCare > Reports > Financial > Statements by Email

When customising the Email Subject and Contents the mail merge field @personId can be used to included the Person Id of the Client.

CARE-5505 : ClientCare does not generate Interest on Unpaid Portion of Agreement for ILU's.

ClientCare > Maintenance > People > Resident > History Tab

ClientCare > Processing > Update Deposits & Bonds

Interest can now be charges on “Independent Living Unit” agreements using the same mechanism that applies to Accommodation Bonds.

CARE-5600 : ClientCare > Processing > Process Refunds and Transfers - Warning about earlier stays doesn't clear.

Menu item: ClientCare > Processing > Process Refunds and Transfers

The warning about having earlier stays which have not been zeroed will now correctly clear when the Client is cleared.

CrediCare, PayCare, PurchaseCare

CARE-5689 : Update Supplier maintenance screen to support Auto ID configuration settings.

Menu: CrediCare > Maintenance > Suppliers

The Program Options for auto generation of Supplier ID’s was not being supported correctly in the latest version of the Supplier screen. This issue has now been resolved.

DebtCare

CARE-4593 : DebtCare > Dashboard > Invoicing > Client, Contacts cannot be saved.

Menu item: DebtCare > Dashboard > Invoicing > Client

Contacts cannot be saved. This has been resolved.

CARE-5556 : Sort Invoices newest to oldest.

Menu item: DebtCare > Dashboard > Invoicing > Add or edit Invoices

The search has been changed to sort by newest to oldest.

CARE-5591 : Add a new report: Client Statement Summary.

Menu item: DebtCare > Processing > Print or email Summary Statements
Menu item: DebtCare > Reports > Client Statement Summary

A new report has been added.
It shows unpaid invoices for a Client.

CARE-5601 : Some reports show Draft Invoices which should not.

Menu item: DebtCare > Reports > Client Statement
Menu item: DebtCare > Processing > Print or email Statements
Menu item: DebtCare > Reports > Client Account Detail
Menu item: DebtCare > Reports > Client Account Summary
Menu item: DebtCare > Reports > Sales - Detailed
Menu item: DebtCare > Reports > Sales - Summary
Menu item: DebtCare > Reports > Transaction Detail

These reports have been checked and will no longer show Draft Invoices.

CARE-5602 : Create Bank Deposits not clearing for old transaction amounts.

Menu item: DebtCare > Dashboard > Bank Deposits > Create Bank Deposits

Transactions that should clear from this screen will now be properly cleared.

CARE-5603 : Additional filters required for Print or Email Statements.

Menu item: DebtCare > Processing > Print or email Statements

This screen has new filters:

  • Profit Centre range
  • Email, Print or Both

The Account Balance of each Client is now shown as of the End Date of the range.
Clients with a $0.00 balance as of the End Date will be filtered out.

CARE-5604 : Invoices should not be created for End Dated Client Accounts.

Menu item: DebtCare > Dashboard > Invoicing > Add or edit Invoices

This screen will not show Client Accounts for new Invoices if they have an End Date which is before the current day.

CARE-5605 : Performance improvements in Printing and Print Preview of Receipts.

Menu item: DebtCare > Dashboard > Receipting > Receive Payments > Print Preview
Menu item: DebtCare > Dashboard > Receipting > Receive Payments > Print

The performance of this report has been improved.

CARE-5606 : Add filter to Add or Edit Invoices screen to filter on the Status.

Menu item: DebtCare > Dashboard > Invoicing > Add or edit Invoices

A new filter has been added to choose the Status of Invoices shown in the Search list.

CARE-5619 : DebtCare Invoice List Report update.

Menu: DebtCare > Reports > Invoice List

Update to Invoice List report to fix parameters that were not filtering correctly.

CARE-5627 : Receive Payments doesn't load Receipts correctly if that Receipt uses Account Credit on an Invoice that isn't in the Sent status.

Menu item: DebtCare > Dashboard > Receipting > Receive Payments

The screen will now load Invoices if they have Credit applied in the Receipt and the Invoice isn't in the Sent status.

CARE-5641 : Sort Deposits newest to oldest.

Menu item: DebtCare > Dashboard > Bank Deposits > Create Bank Deposits

The sort order has been changed from newest to oldest.

CARE-5701 : Add a message parameter to Client Statements.

Menu item: DebtCare > Processing > Print or email Statements
Menu item: DebtCare > Reports > Client Statement

This report now has a field where a message can be entered. The message will show on the report after the Summary section.

HomeCare

CARE-5457 : Add ability to link a Client Note to a Worker.

Menu Item: HomeCare > Maintenance > Client

When creating a Client Note, the note can now be manually linked to the relevant worker.

CARE-5531 : HomeCare > Maintenance > Service Type > Charges & Payments shows incorrect header.

Menu item: HomeCare > Maintenance > Service Type

Editing a Charges & Payments Rule could sometimes show the incorrect header. This has been resolved.

CARE-5614 : HomeCare > Dashboard > Clients & Staff > Employee Roster Management > Minor issues.

Menu item: HomeCare > Dashboard > Clients & Staff > Employee Roster Management

Several small improvements have been done on this screen.

CARE-5666 : HomeCare > Daily Service Processing screen > Assign process > Change Employee prefers Client and Client prefers Employee.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing

The Assign process has been changed so that the 'Employee prefers Client' and 'Client prefers Employee' filters now only return Employees who have a positive opinion of the Client or who the Client has a positive opinion of.

CARE-5667 : HomeCare > Daily Service Processing > Saved filters > Feature has typos.

Menu item: HomeCare > Dashboard > Processing > Daily Service Processing

Typos in this screen have been fixed.

CARE-5681 : Daily Processing - restrict access to services, clients and employees based on Roster Domain security.

Menu Item: HomeCare > Processing > Daily Service Processing

Access to records within this screen is now restricted based on Roster Domain security.

CARE-5685 : Client Maintenance > Display the default Funding Body.

Menu Item: HomeCare > Maintenance > Client

The default Funding Body for a contract or service line is now shown on the client maintenance screen.

The Funding Body can be overridden if required.

CARE-5687 : Client > Schedule > Improvements to Funding Body filtering.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client

Contracts tab > Schedule tab > Funding Body property

The search options on the Funding Body property will be filtered to Funding Bodies that have the same Funding Type as Funding Bodies on the Program.

CARE-5695 : HomeCare - Error after creating new Client.

Menu Item: HomeCare > Maintenance > Client

An error message “Sequence contains no elements” was sometimes appearing after creating a new client in the Client Maintenance screen.

This issue has now been resolved.

PayCare

CARE-5432 : Payroll Payitem Summary report renamed to Pay History Summary.

Menu item: PayCare > Reports > History > Payitem Summary

This report has been renamed to: PayCare > Reports > History > Pay History Summary

CARE-5525 : Employee Contact Report including details for day after As Of Date.

Menu item: PayCare > Reports > Employee > Employee Contact Report

This report was including information for people working the day after the As Of Date. This has been fixed.

PurchaseCare

CARE-5587 : Performance Improvements for Print and Print Preview.

Menu Item: PurchaseCare > Dashboard > Orders > View Orders >Print & Mark as Sent

Menu Item: PurchaseCare > Processing > Authorise & Send > Batch Print

The performance of the printing and previewing functionality in PurchaseCare has been improved.

CARE-5588 : Performance improvements to Authorise & Send Screen.

Menu Item: Orders > Authorise & Send Orders

The performance of loading and refreshing on this screen has been improved.

CARE-5618 : Performance Improvements when deleting a Draft Purchase Order.

Menu: PurchaseCare > New Invoice/View Invoice > Draft Invoice > Delete

The performance of this function has been improved.

Release Notes for 9.09.02.3040

ClientCare

CARE-5596 : CDC Period Billing Analysis Report generates error when ledger are 1 day long.

Menu item: ClientCare > Reports > CDC Account > Period Billing Analysis

Error when running this report, now fixed.

CARE-5598 : Refund process screen doesn't refresh Transfer Function.

Menu item: ClientCare > Processing > Process Refunds and Transfers

Process Refunds and Transfers was not refreshing the Transfer function on the Final Step. Now resolved.

ClientCare, HomeCare

CARE-5613 : Speed improvements when using the client browse in the Client Maintenace screen.

Menu Item: HomeCare > Maintenance > Client

In HomeCare Client Maintenance, when using the search function to find and select a client, in certain circumstances the screen could lock for up to one minute. This issue has now been resolved.

CrediCare

CARE-3596 : Updated Supplier Maintenance screen with New Attributes section.

Menu: CrediCare > Maintenance > Suppliers > Attributes

Update made to the Supplier Maintenance screen that now includes an Attributes section that replaces the original Extra Tab functionality. This allows more information to be stored against a supplier in terms of documentation required to be supplied in order to contract for an Aged Care Provider.

To fully utilise this screen, the document storage settings may need to be turned on if not currently in use. Please contact Care Systems for assistance.

DebtCare

CARE-4899 : DebtCare Client Statement not Totalling Correctly.

Menu DebtCare > Reports > Client Statement

Update to totalling on Client Statements.

CARE-5557 : Deleting a Draft Debtcare invoice is slow.

Menu: DebtCare > Dashboard > Invoicing > Add or edit Invoices

Improvement to screen when deleting a Draft invoice.

CARE-5569 : Speed Improvements for Printing and Print Preview.

Menu item: DebtCare > Dashboard > Invoicing > Add or edit Invoices > Print Preview
Menu item: DebtCare > Dashboard > Invoicing > Add or edit Invoices > Print Preview > Print
Menu item: DebtCare > Dashboard > Invoicing > Add or edit Invoices > Print and Mark as Sent

The speed of these features has been improved.

CARE-5571 : Receive Payments Screen Performance Improvements.

Menu item: DebtCare > Dashboard > Receipting > Receive Payments

In some situations, the Receive Payments screen was running slowly. This has now been resolved.

CARE-5572 : Improvements to the Receive Payments Screen Search speed.

Menu: DebtCare > Dashboard > Receipting > Receive Payments

In some situations, the Search function on the right of the screen took a long time to load. This has now been resolved.

CARE-5589 : DebtCare Period Closing Dates not working as expected.

Menu: DebtCare > Processing > Close Current Period

The date control was limiting users to raise invoices into a future period when Transactions ARE allowed after the end of the Current Period was set. This has now been resolved.

HomeCare

CARE-5535 : Updates to the Assign Default Employee process in Client Maintenance.

Menu item: HomeCare > Dashboard > Clients & Staff > Client

The layout of the Default Employee selection screen has been updated to expand to use more screen area, and an error that may occur if no preferred time range was set on the service has also been addressed.

CARE-5592 : HomeCare - Security.

Menu Item: HomeCare > Maintenance > Client

Contract tabs now have individual security access.

To Manage screen and tab level security, go to Settings > Security > Access Control > Screen Permissions, select the relevant role/s, and search for Client Maintenance

CARE-5597 : Error "Edit level mismatch in CopyState" when adding service templates in Client Maintenance.

Menu Item: HomeCare > Dashboard > Clients & Staff > Client

Contracts tab > Schedule tab

The error message “Edit level mismatch in CopyState” may appear when adding a Service Template. This issue has now been resolved.

CARE-5642 : Incorrect information message in Client Address maintenance screen.

Menu item: HomeCare > Dashboard > Clients & Staff > Client

When adding addresses in the client maintenance screen, if a default address type was not set, the information message was showing the incorrect menu path to complete the system setup. This issue has now been resolved and the correct menu path HomeCare > Setup > Default Address Type is now displayed.

CARE-5643 : Error when adding addresses to Client Maintenance screen.

Menu item: HomeCare > Dashboard > Clients & Staff > Client

When adding addresses in the client maintenance screen, the error message “Update failed on the server” was sometime appearing and address co-ordinates were not saved. This issue has now been resolved.

CARE-5644 : Errors when setting and updating addresses.

Menu item: HomeCare > Dashboard > Clients & Staff > Client

When adding or updating addresses in the client maintenance screen, sometimes the Unit Number part of an address would not display. In addition, if an address is changed, at times the read-only text fields showing the address lines, suburb and postcode would not update.

These issues have now been addressed.

PayCare

CARE-5612 : Aged Care Bonus Payment report.

Menu Item: PayCare > Reports > Employee > Aged Care Bonus Payment 2022

A new report has been added to the PayCare reports menu to assist with the calculation of Aged Care Bonus Payment entitlements in February and April 2022.

For more information about this report, see our Help Centre article here:

https://caresystems.zendesk.com/hc/en-us/articles/4427785003791

System

CARE-5101 : Update .NET Framework Version to 4.7.2.

The .NET Framework dependency for Care Systems has been changed from 4.5.2 to 4.7.2.
The above is a summary only. For more information, please contact Care Systems Support