Version 4.5.2.0 will be rolled out on Friday, August 1 2008
Home Page
- The home page is now more flexible.
- Change the overall layout, and add widgets directly from links at the top of the home page.
- If you don’t like the order the widgets are on your page, just click and drag them to where you want them to go. Want the widget to go away? Click the remove button on its title bar.
- Each widget’s settings can be accessed directly from the home page by clicking the edit settings button on its title bar.
Main Menu
- The CaseStream menu can now be moved to the top of the application. This gives more screen space to those with smaller screens.
- When the menu is placed at the top, a new and improved Quick Actions area is displayed.
Reports
- Reports link has moved from the main CaseStream menu, to a tab at the top of Case Manager
- The list of reports has been redesigned to appear cleaner and less cluttered. Additional buttons will appear when the mouse is over the view button.
- Reports have been redesigned to display quicker and change styles instantly.
- Default reports have been created. Most of the reports you need to run should be there already.
- Data Sources have been recreated to allow you to find the field you’re looking for more easily and return the data quicker.
Calendar
- Calendar loads much faster.
- New Event popup window loads much faster.
- Changing the view of the calendar no longer reloads the entire screen.
- Calendar Sharing allows you to give view/edit privileges to other users.
Case Manager
- Hover your mouse over any search results in the system and it will display a quick reference box with information about that consumer and which services he/she has received. Only Service Areas you have access to will be displayed.
- Admission Screen
- You’ll find this screen loads much faster than before.
- To find an existing family, just start typing. A list of similar family names will pop up and you can choose the one you want from there.
- In an attempt to prevent duplicate consumer records, the system will now search for similar existing clients before adding a new one.
- Service Areas and Services
- Service Areas have been split into Service Areas and Services.
- Employees are still associated with one or more Service Areas, and each Service Area is associated with one or more Services.
- For the most part, each employee is only in a single Service Area. In that case you’ll only need to choose from the available Services.
- Journal Entries List
- The list of Journal Entries on the client summary screen has been redesigned to more clearly show important information.
- Each row can be expanded to display all the detail for that entry.
- A link at the top will expand all rows at once.
- Social Security Number is now masked for those users without the proper security level on a consumer.
Call Center
- Crisis Call Center is a new application that tracks call center calls. Basically it gives you a place to record call and caller information so it can easily be reported on.