Healthcare for Skedulo and Lumary V 1.207

 

Release Date

January 4th 2023

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 

Enhanced the Service Agreement Console (SAM)  to enable easier identification of Jobs and the replacement of these.

The SAM console is enhancement include:

• New “Service Agreement” dropdown display in Search section, format [SA id - SA end date]
• The new column “Service Agreement Item” is displayed in table, format [SAI ID- Site - Description]
• When SAI is too long, format: name is truncated and displayed as [ … ]
• New “Service Agreement” field displayed in popup, format [SA ID - date
• Divided into 3 sections : Service Agreement Options, Filtering Options, Jobs to  Display
• Updated search flows
  • Flow 1: Input Service Agreement -> [restrict to item ] select Category (mandatory) (ex: Uncategory) -> click on Search
  • Flow 2: Input SA -> [ NOT restrict to item] select Category (mandatory) (ex: Assistance with daily life ) -> select Service (mandatory) -> Site (mandatory) -> click Search

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Show end time of jobs that expand over two days on Scheduling Console

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A new setting to enable changing the default 7 Days settings for a Roster Period in Scheduling Console.

• Set up < Custom Settings < Skedulo Configs < Skedulo Healthcare Scheduling Settings <Default_Roster_Period
• Value: Week/Fortnight/Month
• Default value: Week

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On Group Events there is now the ability to select a Claim Type when adding a Client on a Group Event Template which will flow through to the Group Event Job Modal

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There is the ability to show the missing tags in the hover when the exception is Resource Missing Tags. This list of missing tags will show only if the custom setting is true.

• To enable the setting go to Set up < Custom Settings < Skedulo Healthcare Scheduling Settings <Allow_Show_Missing_Tag

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There is the ability to sort the clients A-Z with a sort button in Group Event Template 

—----------------------------------------------------------------------------------------------------Issues Fixed

• • An Issue has been fixed where Unallocated row was not highlighted for holiday’s
  • Scheduling Console Error message was being  displayed when selecting a template while the Enable_Base_Template_Approval_Process setting is enabled

  • A new client record was being  created when scheduler updates an existing client in the Group event template

  • Job Duration - when Scheduler updates the job duration and changes it back to the previous time, the start and end time values will show correctly.

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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)

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003BOCd Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003BOCd