Re: CaseStream Beta Release (4.5.4.x)

cvandenbout — Wed, 03 Jun 2009 16:47:38 GMT

The following changes have been rolled out to the beta sites today, June 2, 2009. Baring any major feedback this is the the last Release Candidate that will be rolled out before going live with 4.5.4.x. If you have any feedback regarding this release candidate please email us at support@bizstream.com. Any and all feedback, suggestions, bug/error reports are welcome.

Report Manager

Data Source Snapshot Engine

New: You can now take "snapshots" of your data at night and run reports on that data instead of the real-time data.

Why would you want to do that? Two reasons:

Depending on the data source being used, the filter being applied, and the amount of data being returned, running a report with a snapshot can return data much faster.
The snapshot data doesn't change as other users are using the system. This is very helpful if you're running multiple reports over an extended period of time. All the reports you run will always reflect the same data set. The data you got at 8am will be the same data you get at 5pm so you can compare data without worrying about another user making changes between then and now.

Administration for which data sources are being "snapshotted" is located at Manage CaseStream > Manage Report Data Sources. Snapshots will be refreshed every night, so if your reporting takes longer than that day you can pause snapshotting for that data source and you can keep reporting on that snapshot until you're done.
requested by: HAVEN

Case Manager

Case Notes

New: BizStream Administrators, Case Manager Administrators of the same Program, and the Manager of the owner of the Case Note can now "unlock or release" a Case Note for edit for 24 hours after the Case Note has been locked. Just click the "unlock" button next to the edit button on the case note.

requested by: HAVEN

Shelter Check In-Out

New: Shelter Check In-Out allows you to better keep track of how many nights a client actually spends in your shelter.

If a Program "Provides Shelter" (Admin Option) then a new "Shelter" tab will appear in the vertical list of tabs. This tab will allow you to check a client in and out of Shelter and record how many people were checked in during that time.
3 new inputs have also been added to the Case/Service History screen when a Shelter program is selected that will allow you to record how many Adults, Male and Female Children are part of the family at that point in time.
Finally, a new data source has been added to reports called Client: Cases (or Service Histories) (With Shelter). This data source will break down each shelter stay into individual days and will allow you to report on them in that way.
requested by: HAVEN

Timesheets

Employee Submitting and Manager Approving

New: Timesheet Approvals is a new, optional tool that allows employees to submit their timesheets to their manager who will then approve or reject it.

Once a timesheet is submitted it is locked and cannot be edited unless reopened by a manager. This helps your finance department deal with timesheets more confidently as they won't be changing as they report on them.
Reminders will be sent out to employees and their manager if they haven't entered enough time on their timesheet, and managers will see a new tab in the Timesheets app called, "Timesheet Approvals" where they can manage their employees' timesheets.
In order to work properly, Employee/Manager relationships must be setup as well as Hire Date and Minimum Hours per week in the Employee Admin application.
requested by: HAVEN

Enhancements in CaseStream v4.5.2.0

cvandenbout — Fri, 25 Jul 2008 19:21:45 GMT

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.

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Re: CaseStream Beta Release (4.5.4.x)

Enhancements in CaseStream v4.5.2.0