What's New In NPAWorks Turquoise

Release May 2018

Administrators

Conveniently allow parents/guardians to access their kid’s schedule from their own devices.
Easily be able to enter Effective Dates for your RBT Supervision staff.

Clinicians

Effortlessly be able to add or edit an appointment within the Scheduling Matrix.
  • Users will no longer have to open up a client or staff schedule while using the Scheduling Matrix since scheduling can now be done within the matrix with a click of a button.

ADDITIONAL FEATURES & FIXES

NPAWorks
Enhancements
  • Turquoise Our new Parent Portal Settings Page allows the patron to control the number of weeks and types of appointments parents are able to view for their client’s schedule.
  • Turquoise Updated the Parent Verification of Services report to allow a patron the ability to unselect California specific requirements from the report.
  • Turquoise In the Scheduling Genie, any staff with incomplete credentials or clearances, and inactive staff will be indicated in the results grid.
  • Turquoise Appointments for the current date or prior are now able to be sent to Skills.
  • Turquoise V2 In the Scheduling Genie, the ‘Language’ attribute list will now display in alphabetical order.
  • Turquoise V2 H1Users can now access other areas of NPAWorks while having the Scheduling Matrix open.
  • Turquoise V2 H2 Added additional backend logging to record Unhandled Exception error messages.
  • Turquoise V2 H4 A delete button will now be displayed in the Blank Forms list.
  • Turquoise V3 The Services window can now be resized, minimized and maximized, and while it’s open the user can now navigate to other areas of NPAWorks.
  • Turquoise V3 The question mark button located on the appointment and the recurrence window will now take the user to the Knowledge Base for further help.
  • Turquoise V3 There is now a backend option to automatically render appointments when a parent/guardian signature is received. Note, that updates to a recurrence series, appointments in the future, and appointments with status types that do not allow for rendering may override this option.  Please contact your Account Manager if you would like this option enabled.
  • Turquoise V3 When a user selects an appointment status type with ‘auto render’, a new warning message will be displayed that an appointment that is in a recurrence cannot be automatically rendered.
  • Turquoise V3 When a user selects an appointment status type with ‘auto render’ on a non-service appointment, a new warning message will be displayed stating the appointment cannot be auto-rendered. 
  • Turquoise V3 All schedule locks (staff, supervisor, and clerical) now have an audit log.  The history of who initiated the lock, the date of the action, and whether the action was initiated from a schedule or through the Global Schedule Lock flex reports can be reviewed in the new Schedule Lock Audit Log flex report.
  • Turquoise V3 If a staff member is assigned to an appointment for a client service that is integrated with Skills, the staff will no longer automatically be integrated with Skills.  All staff will need to be integrated from their staff record.
  • Turquoise V3 Users will now have the ability to add a new appointment and edit an existing appointment from the Scheduling Matrix.
  • Turquoise V3 Updated “RBT Service Hours” field in RBT Supervision Audit Log report to pull only from rendered service appointments with Service Category “ABA” or blank.
  • Turquoise V3 The following are new Service Categories that have been added to Services page: “Adult Services”, “Non-Service”, and “Tutoring”.
  • Turquoise V3 Added appointment counts to the RBT Supervision tab in to alert the user of potentially hidden overlapping appointments on the tab due to the checkbox filter settings.
  • Turquoise V3 RBT Supervision tab now displays data validation errors for all overlapping appointments, even if they are hidden by the checkbox filter settings.
  • Turquoise V3 RBT Effective Dates allows the user to set start and end dates to a staff record who ‘Requires’ and ‘Provides’ RBT Supervision.
  • Turquoise V3 Parent Portal users are now created from the contact area of the client record and an email is sent to the Parent Portal user to create their password.
Fixes
  • Turquoise Corrected issue in Scheduling Matrix that displayed appointments when the appointment type had been unselected from being displayed.
  • Turquoise Fixed Mileage Warning to only be displayed when a new provider is selected and there is mileage entered on the appointment.
  • Turquoise Corrected Scheduling Matrix to time out according to user’s NPAWorks time out setting.
  • Turquoise V2 Improved the Scheduling Genie performance when displaying the search results.
  • Turquoise V2 Removed invalid UE error message from being displayed on the Scheduling Matrix for users who do not have access to their own schedules.
  • Turquoise V2 Corrected invalid UE error message from being displayed when copying contracts in a client record.
  • Turquoise V2 Corrected credentials warning message to consider credential hierarchy when saving a staff record.
  • Turquoise V2 Removed invalid makeup reference date from displaying in Service Action Review when the appointment type is changed to regular time.
  • Turquoise V2 H1 Corrected back end issue that was preventing messaging jobs to send out emails on their scheduled timeline.
  • Turquoise V2 H1 Fixed how staff are entered on a client appointment to prevent invalid UEs from occurring and the subject line from having a ‘?’ displayed.
  • Turquoise V2 H1 Fixed server issue that was causing users to experiencing Unhandled Exception.
  • Turquoise V2 H2 Fixed invalid UE from displaying when editing availability on a staff’s schedule.
  • Turquoise V2 H2Fixed NPAForms browser issue that was preventing forms from opening properly.
  • Turquoise V2 H2Fixed NPAForms issue to not allow an original form to be deleted when an edited version of the form is deleted.
  • Turquoise V2 H2Corrected NPAForms issue to save a form only to the chosen entity when a client and staff member has the same ID.
  • Turquoise V2 H2 Corrected NPAForms issue when the user has it displayed in two windows.
  • Turquoise V2 H2 Fixed NPAForms overwriting issue to keep an original form as is when it is edited and saved with a new name.
  • Turquoise V2 H4 Corrected error message from being displayed when closing NPAWorks.
  • Turquoise V2 H4 Fixed issue to allow user to delete a user account if the user account has not been used before.
  • Turquoise V3 The system will no longer allow an auto rendered appointment status to be selected for an appointment with a future schedule date unless future renderings option is allowed by the organization.
  • Turquoise V3 Fixed invalid concurrency error from being displayed when an appointment is saved without any changes being made to it.
  • Turquoise V3 Corrected Scheduling Genie search date range issue that prevented results from being displayed unless the default dates were changed.
  • Turquoise V3 Fixed Change Password issue.
  • Turquoise V3 UE error messages no longer displayed when data is copy/pasted in the client record.
  • Turquoise V3 Fixed Funding Source propagation issue. 
  • Turquoise V3 Fixed issue that prevented a funding source record to be opened when the office AKA contained a negative value.
  • Turquoise V3 Fixed refresh issue to properly display updated information on the main screen whether the user clicks on the save or ok button in the client record.
  • Turquoise V3 Corrected issue that would cause the site to freeze and close when saving a staff schedule.
NPAGo
Enhancements
  • Turquoise Our new Parent Portal feature allows parents to access their client’s schedule from their own device and verify service appointments by entering their signature, actual appointment time, and comments.
  • Turquoise Users will now have the ability to access NPAForms from an iPhone while a pop-blocker is enabled.
  • Turquoise V2 The service name will now be displayed in the Guardian Verification area along with the guardian’s signature, appointment date, time and comments.
  • Turquoise V3 The question mark button located on the appointment and the recurrence window will now take the user to the Knowledge Base for further help.
  • Turquoise V3 Staff will now be able to sign for appointments in NPAGo that are integrated with Skills.  If a signature captured in NPAGo is later also captured in Skills, the Skills signature, timestamp, and geolocation will replace the signature captured in NPAWorks.
  • Turquoise V3 Updated message in NPAGo that indicates if an appointment is currently integrated with Skills.
  • Turquoise V3 Users will now have the ability to add a new appointment and edit an existing appointment from the Scheduling Matrix.
  • Turquoise V3 Added appointment counts to the RBT Supervision tab in to alert the user of potentially hidden overlapping appointments on the tab due to the checkbox filter settings.
  • Turquoise V3 Parent Portal users will now be able to clear their signature without having to resign the appointment.
Fixes
  • Turquoise V2 Fixed bug to ensure the ‘Sign’ button reappears when the therapist signature is removed from an appointment.
  • Turquoise V2 Corrected error from occurring when multiple tabs are open with appointments containing logged RBT Supervision.
  • Turquoise V2 H1 Corrected issue when the user has the same appointment opened in multiple browsers or in Skills to ensure all signatures are saved.
  • Turquoise V2 H1 Fixed API issue to correct ‘Invalid date error’ message when collecting signatures and/or rendering an appointment.
  • Turquoise V2 H2 Fixed NPAForms browser issue that was preventing forms from opening properly.
  • Turquoise V2 H2 Corrected error message from displaying when accessing other staff member’s schedules.
  • Turquoise V2 H2 Corrected issue that had prevented staff in other offices from being displayed in order to schedule cross office appointments.
  • Turquoise V2 H4 Fixed issue that was removing signatures gathered in Skills when NPAGo was updated.
Flex Reports
  • Turquoise V2 Appointments Billing Review – added the Rendering Provider Number, Referring Provider Name, and Referring Provider Number Columns.
  • Turquoise V2 Billing Review – Add Reimbursement Amount Column.
  • Turquoise V2 Client Appointment Check – Added DOB column.
  • Turquoise V2 Deleted Appointments – This is a new report to show appointments that have been deleted and which user deleted them.
  • Turquoise V2 eBill Regional Center (cafe V) – updated to Include Id w/ Funding Source Column.
  • Turquoise V2 Staff Qualifications – added Address, Immediate Supervisor, Last Name and First Name columns.
  • Turquoise V3 Fixed issue to allow the user to edit or delete a customized report.
  • Turquoise V3 Case Assignment (By Contacts) – Added Middle Name to Student Name column.
  • Turquoise V3 Client Contract Services – Financial – Copy of Client Contract Services flex report with financial information.
  • Turquoise V3 Client Roster – Now considers future termination dates as an active enrollment.
  • Turquoise V3 Parent Roster – New report to list client contacts, child of client contact, phone number, an email address, and if they have access to Parent Portal.
  • Turquoise V3 RBT Appointment Error Check – Now considers RBT Effective Date; Added Rendered column which displays ‘Yes’ only when the RBT and Supervisor’s appointments have been rendered.
  • Turquoise V3 RBT Supervision Tracking – Now considers RBT Effective Date.
  • Turquoise V3 Staff Qualifications – Added Hired Date and Terminated Date columns.

FOR MORE INFORMATION OR TRAINING ON NPAWORKS TURQUOISE’S NEW FEATURES, PLEASE CONTACT YOUR ACCOUNT MANAGER OR SIMPLY CALL US AT (877) 796-9883 OR EMAIL US AT SUPPORT@CODEMETRO.COM