This entry is to highlight some of the major features released with version 5.2.6
- The addition of the Facility application is one of the most significant. All facility related items will be managed from this new menu item, including meals, medications not specific to a client, and the Detention Daily Log.
- Meal Count gives administrators the ability to track daily meal counts. Meal types are specified by the administrator, including as many, or as few, as desired.
- Facility Medication manages medication not directly associated with a specific client. Searches of all medication actions can also be performed here.
- The Daily Log has been moved. Access to the daily log is still available from the Detention application, but you will be forwarded to the Facility section of the site.
- A client tab has been added to both Detention and Case Manager. This tab will contain the "current client", and will provide and easy way to move between tabs and applications while still keeping track of the client you are currently working with.
- Many of the reports have been reformatted to improve readability and formatting.
Please see
this post for the full change list
The following is a full list of changes for CourtStream 5.2.6 Beta. See this post for details about the major features implemented.
Case Manager
- Major Feature: Added Client tab.
- Feature: Added user preference for To Do list display on search tab.
- Format Change: Changed zero result message for search.
- Format Change: Contact -> Education -> changed school list to an "AutoComplete" field.
- Fix: Fixed ability to enter duplicate case numbers.
Detention
- Major Feature: Reformatted General Profile Report.
- Major Feature: medication schedule usability updates.
- Feature: Added "place in detention" button to summary tab.
- Format Change: Changed zero result message for search.
Facility
- Major Feature: Meal Count.
- Major Feature: Facility Medications.
- Feature: Requests for detention can be started directly from Daily Log.
General
- Major Feature: Improved pdf formatting across entire application.
- Major Feature: Added Client tab.
- Major Feature: Reformatted Health History Form.
- Fix: Scrolling Marquee is no longer displayed when menu is set to on top.
- Fix: Special characters on filenames are no longer accepted.
Integration
- Fix: Integration now handles all addresses properly.
- Fix: AS400 search results are accurately displayed.
Service Provider
- Fix: New reoccurring classes now save properly.
Calendar
- Update: Event time validation updated
Detention:
- Updated: Users can once again add a request from detention via the Daily Log and click the 'Use This' button to add the RFD to an existing client
Miscellaneous:
- Updated: Made some superfluous fixes that have no effect on the user experience.
(Please remember that you may not see all changes until you logout and then then login again)
Detention:
- Updated: Medications now allow editing after saving if no schedules or actions are associated with it.
- Updated: Medication Schedules now allow editing of the schedule times after saving and schedules will alert the user when they have associated medication actions.
- Updated: You can now send alerts on Medication, Medication Schedule and Medication Action items.
(Please remember that you may not see all changes until you logout and then then login again)
Detention:
- Updated: Log Items can now be edited by administrator and detention supervisor roles even if they are not the owner of the log item.
- Updated: The clients in detention widget now allows you to select the Supervisory Level as a display column
(Please remember that you must logout and then login again to see these changes if you have not done so since the patch was applied)
Case Manager & Detention:
- Updated: Case Work Team will no longer allow you to add Other Contacts that are blank. Changed verbiage in the title of Other Contacts.
Minor Fixes:
- Updated: Fixed some behind the scenes issues that includes better handling of large numbers when storing data.
Homepage:
- Updated: Clients In Detention homepage widget. You can now select which fields you want displayed. To do this, simply click the "Edit Settings" option on the widget and click the Column List. You can select as few or as many columns/fields that you want. Everyone has different screen sizes and different homepage layouts. Some layouts and size will accommodate more fields, some will not. If you accidentally add too many fields, and cannot see the "Edit Settings" icon anymore, just double-click the "Clients in Detention" title bar to get back to your widget settings.
Case Manager & Detention:
- New: Client Summary Tab has a new option called "tags". Tags are a really clean and easy way to "flag" or "categorize" a client. Tags can be used to indicate that a client is a suicide risk, they have a peanut allergy or anything else your organization can think of. There are a lot of web applications these days utilizing the tag feature. You may have seen them being used on other websites. More information about tags can be found here: http://en.wikipedia.org/wiki/Tag_(metadata)
Case Manager:
- New: Client Casework Team Tab has a new option for "Other Clients". Before you could only associate other users of the system to the Casework Team. Now you can add a non-user Contact to the Casework Team. For example, you may want to note that "Jane Smith" is the caseworker for "Kent County". This feature allows you to add an email, phone number and job title for the contact.
We realize that checking documents in and out is something that new users may struggle with, so we created a small "cheat sheet" for checking documents in and out.
Click on the link below to view the pdf attachment.
File Check-in and Check-out
Detention:
- Update - Personal Possession: Signature fields are now only displayed on the printed form.
- Update - Request For Detention: When completed the user is directed to the Detention application and not Case Manager.
- Fix - Contact: Get directions button is now working properly.
- Fix - Record Of Discipline: Consequence is being correctly displayed in audit log.
- Fix: Added Confirmation to release from detention when using quick actions.
- Fix: New Clients cannot have an empty client number.
Site:
- Update: Button consistency modifications.
Detention:
- Feature - Client Medication scheduling and inventory tracking. (Training Video)
- Feature - Added Personal Possession Tab.
- Feature - Added Resident Orientation Checklist as pdf report in quick actions menu.
- Feature - Health history is in a conveniently printable format.
- Feature - New format for Resident Orientation Checklist.
- Update - Clients will now be automatically added when a Request For Detention is created for a client that does not exist.
- Update - Daily Log typo, atleast changed to at least.
- Update - Look and feel changes to the Daily Log.
- Update - Medical Health history is now associated to each detention stay.
- Update - Record of Discipline - Added a confirmation for deletion.
- Update - Detention Incidents can be added directly from the Daily Log.
Case Manager:
- Fix - Link to Client Calendar on client Summary tab has been fixed.
General:
- Feature - Redesigned Quick Actions Menu. (Training Video)
- Fix - Calendar no longer switches to logged in user when selecting a specific day
Detention:
- Feature - Health History: Health Histories are now tied to the current stay in
detention. You can only add a new Health History when a client is in
detention, and does not have a Health History associated with the current stay. Editing the
current Health History is only available while the
client is in detention (with the exception of administrators).
- Update - Daily Log: Change Room and Change Level entries no longer link to the client.
- Fix - Delete Client: Using the delete client functionality while in the
Detention module should now properly remove the client from the system.
- Fix - Placement: Default current level should now be properly set when placing a client in detention.
Documents & Files:
- Fix: The document filter is now working properly.
General:
- Fix - Audit Log: Change Level and Change Room items are now prefixed with their appropriate category.
Homepage:
- Update -
Widget -> Daily Log: Clicking on an entry now navigates to the details for
that entry.
- Update -
Widget -> Pending Placements/Intakes: Cancel/Deny logic has been updated.
- Update:
Tool Tip text update.
Detention:
- Update -
Administration -> Incident/Event type: Standardized "behaves Like"
naming.
- Update -
General: Deleting permissions for court orders, case plan goals, and
violations/sanctions has been added to the appropriate groups.
- Update -
Progress Report: Created by, Date, and Time are now displayed on the summary
information.
- Update - Notice of Discipline: Consequences field removed.
- Fix -
Administration -> Incident/Event Type: Behaves Like column has been fixed.
- Fix -
Court Order: Error when adding a Court Order to selected clients.
- Fix -
Messages: Message tab now displays the proper information.
- Fix -
Request for Detention: Out of County request text field no longer
"stretches" the input screen.
- Fix -
Summary: Audit Log filter is now functioning properly.
Case Manager:
- Update -
Summary: Scheduling an appointment has been speedup and streamlined.
Case Manager:
- Update - Medical: Subscriber and Employer fields now have
default values to clarify their use.
- Update - Offenses ->
Petition: The action buttons have
been rearranged and the icon for adding an offense to a petition has been
changed for easier recognition.
Detention:
- Update - Administration: Changed "Record of
Discipline:" to "Record Of Discipline:".
- Update - Daily Log: Added View and Delete "Facility
Logs" (non-client daily log entries).
- Update - Daily Log: Client name now links to Client summary
page.
- Update - Main: Search now works with dashes in the
search critera.
- Update - Main: Clicking on a Client in the Recent
Requests for Detention table navigates user to the Client Summary tab.
- Update - Medical Tab ->
Insurance: When the insurance
company name is left blank, the warning message is now less draconian.
- Update - Record of
Discipline: Removed
"Processed" and "On Going Problem" fields.
- Update - Summary Tab: Added "Print General Profile
Report" - Added "View Client's Calendar" This request was
made by Allegan County.
- Fix - Daily Log: When changing the items to view in the
Daily Log you must now select at least one item.
- Fix - General Profile: When uploading a Mugshot the file upload
input now validates the name of the image file to be uploaded.
- Fix - Logs: Visitations are now showing up in both
Activity and Daily Logs.
- Fix - Main -> Search
Results: When updating a clients
contact information (county), the Detention Search results are now
properly reflecting the updated county name.
- Fix - Medical Tab ->
Insurance: Employer Name is now
showing up correctly on the View and Edit screens.
- Fix - Notice of
Discipline: Printed report now
contains full narrative.
Homepage:
- Fix - Widget -> News
Headlines: Fixed a spelling issue
in the title.
- Fix - Widget -> Pending
Detention Placement: Number of
records are now displaying properly.
- Fix - Widget -> Pending
Detention Placements: Preferences
now save when you change them.
- Update - Increased Database Performance (Indexes and Keys)
- Update - Increased Text Length for Detention/Incident
- Update - Increased Text Length for Activity and Daily Logs
- Update - Adjusted Text Length in Audit Log
- Fix - Detention: Viewing Resident Orientation Checklist
-
Fix - Detention: Notice of Discipline Save Issue
-
Fix - Detention: Release Created By and Last Modified By
-
Fix - Detention: Change Level Script Error
-
Fix - Detention: Level Change tracking in Activity Log
- Fix - Adding/Updating a Service Provider Button
- Fix - Court Order elements are now updating correctly
BizStream has released version CourtStream 5.2.4 Beta. This Beta version of CourtStream provides a preview to upcoming features that will be added to CourtStream. Below is a list of features that are available for current beta testers to try out.
- Health History
- Health History forms have been added to the medical tab
- Detention Releases
- Additional fields for tracking release documentation
- Attachments can be added to a detention release
- Report Manager
- Reports can now be linked to specific components (see Daily Log)
- Quick Actions
- New Request for Detention
- Daily Log
- New unified format
- New options screen for ease of setup
- Linked report (see Report Manager)
- Attachments
- Increased user feedback when attaching documents
- Attachment validation has been increased
- Attachments can now be added to specific Detention Placement Periods
- Other Features
- Date of Birth validation has been relaxed
- Simplified search for Detention component
- Insurance - Client Relation field label changed to Subscriber
- Notice of Discipline - Hide problem and consequence fields when status is
resolved
- Activity Log format has been changed to coincide with the new format of the Daily Log
- New Cases can now be added from the Detention component
- Added a Request for Deletion option to client records
- Added a View Only screen for Case Notes and Incentives
- Added Resolution field to Notice of Discipline
- Audit Log now tracks Change Level and Change Room actions
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