Healthcare for Skedulo and Lumary v1.205

Release Date

December 12th 2022

Important

Lumary Compatibility: This version of the AU Healthcare Package is compatible with the following Lumary packages. These Lumary packages must be installed prior to updating the AU Healthcare Package.

Contact Lumary for the following package upgrades.

• Lumary: 20.3.9 or greater 

• Enrite Services: 1.307

Skedulo Compatibility: This version of the AU Healthcare Package is compatible with the following Skedulo packages. This version of the Skedulo Package must be installed prior to updating the AU Healthcare Package.

• Skedulo: 102.56 or greater

What’s New 

When an Inclusion is applied to a Resource that is associated to the Account linked to the Job , that Resource will be displayed with a yellow star in the Resource Allocation Screen when scheduling a single Job from within the Healthcare Care Package. 

Fig: Resource Allocation screen with yellow star beside Resource names 

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We have introduced a setting to control who can drag and drop jobs on the Roster Management Console. Only Users in a Public Group will be able to drag and drop Jobs if the setting is enabled. 

To Enable the setting go to Set up < Custom Settings < Skedulo configs < Allowing_Drag_Jobs_Group_Name < Value = Public Group Name

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When searching for a Client Name or Resource name from the Roster Management Console, there was no way to tell the difference between two Clients or Resources with the same name. We have enabled two new custom settings, one for Clients and another for Resources. That setting allows you to enter the field name that you would like to show alongside the client or resource name to differentiate them.  The field name can come from the Resource or Contact Records. 

To set up the Custom Setting for Contact Record go to set up < Custom settings < Skedulo Configs < Client_Contact_Extra_Info_Field < Value = Field name

To set up Custom Setting for Resource Record go to set up < Custom settings < Skedulo Configs <  Resource_Extra_Info_Field < Value = Fields Name 

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We have introduced a setting to show Job Allocation times on the Scheduling Console.
This means that if the job time set for a resource differs to that of the job start and end times, the times applied to the resource (Job Allocation times) will be reflected on the Console.

This custom setting will determine which times are shown on the Job card for a Resource on the Scheduling Console. The actual Job start and end times will be displayed on the job hover. 

Fig: Job hover on the Scheduling Console showing Job Allocation times that differ to the job times 

To enable the setting go to Set up < Custom Settings < Skedulo Configs < Skedulo Healthcare Scheduling Settings < Show_Job_Allocation_Time_On_Job_Card< Value = True/False

If you want to enable different times to be captured for resources when allocating, then this custom setting needs to be activated Set up < Custom Settings < Skedulo Configs <Allow_Set_Resource_Allocation_Times 

If you want the Job Allocation times to be shown on the Mobile Agenda for a Resource, this feature will need to be activated in the Skedulo Admin Console (Ask your CSM to activate this for you)

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There is the ability to configure a new hover display when hovering the cursor over the Resources Picture in the Scheduling Console. The hover can show key information about the resource from the resource record.

A custom setting will define which fields from the Resource Record should be displayed in the hover:
Default Fields are:

• Title = [Resource_Name] & [Title]
• Others fields (order as below) :
  1. Primary Region
  2. Address (over 2 lines)
  3. Primary Phone
  4. Mobile Phone
  5. Hourly Rate

To set up the setting go to Set up < Custom Settings < Skedulo Configs < Skedulo Healthcare Scheduling Settings <Resource_Hover_Fields< Value = Field Name

Fig: Resource Hover on the Scheduling Console 

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We have introduced a new custom setting to limit who can remove required client tags from jobs. Users that are added to a public group which grant them the ability to remove Mandatory Client tags. 
When a user who is not allowed to remove mandatory tags attempts to do so, a popup message will display: You do not have permission to remove this tag due to your access level

To set up the setting go to Set up < Custom Settings < Skedulo Config <Job_Tags_Edit_Group_Name< Value = Public Group Name

Issues Fixed

• An issue has been fixed where clients with Block Service Agreements could not be added to a group event

• An issue where all future scheduled jobs were not updating when the Contacts address was updated on the Contact Record.

• Please note once the Healthcare Package version upgrade is complete please change the custom setting Update_Future_Job_Address by going to Set Up < Custom Settings < Skedulo Configs < Update_Future_Job_Address 

• The Job Edit button on the Job Object was not always opening when clicked. This has been fixed 

• The Resource Roster Console is show showing the correct calendar period length as set in the custom setting Pay_period_length 

• We have corrected a spelling issue in the Change Conflicts Window. 

• If the custom setting default_job_duration_unit is set to Hour, this will be reflected on all screens and consoles where the duration is displayed. 

Manual Installation Links (Salesforce Administrator Install Only)

Important

Additional Install Component: If you are upgrading from version 1.139 or less this version of the AU Healthcare Package requires the installation of an additional component. Installation is required to enable certain core functionality

Refer to the AUHC Additional Install Component page for further details and steps to perform the installation.

Manual Installation Links (Salesforce Administrator Install Only)

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8eBQAS Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003B8eBQAS