Healthcare for Skedulo and Lumary v 1.209

Release Date

January 17th 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 

Conditional Display of Additional Fields

Enable conditional fields on the job creation Modal by creating and managing a set of dependencies between them. The conditional field is only displayed when a set of conditions is met.

To set up the Set of conditions on a Conditional Field: 

• Set Up > Custom Settings  > Skedulo Additional Field > Select Additional field name. 
• In the field named “Display Condition” define the condition(s) to determine when the field being edited will be displayed (see example of conditions below) 

Example:

• We have 2 additional fields: Sleepover hour ( text), Sleepover ( checkbox), and Sleepover hour will be displayed if Sleepover is true

• Sleepover hour :
• Hidden: true ( default "Sleepover hour" field will be hidden) ;
• Display Condition: $addition.skedhealthcare__Sleepover__c == true
  ( $addition + "." + "Field Api Name" )

• We have 2 additional fields: Sleepover hour ( text), Service Setting ( picklist ), and Sleepover hour will be displayed if Service Setting is "Video".
• Sleepover hour :
• Hidden: true ( default "Sleepover hour" field will be hidden) ;
• Display Condition: $addition. skedhealthcare__Location_Type__c == "Video"( $addition + "." + "Field Api Name" )

Admin’s are able to define many conditions and relate the conditions with AND/OR relationships. 

Contact your CSM for more information on how these can be set up.

—----------------------------------------------------------------------------------------------------

The Reject Timesheet modal now displays the date format in  DD/MM/YYYY

—----------------------------------------------------------------------------------------------------

When completing a job in the Scheduling Console, the actual start date time and actual end date time are now defaulted to scheduled times of the job

—----------------------------------------------------------------------------------------------------

Availability types are sorted in alphabetical order (A-Z) in Resource Roster Console and Scheduling Console

—----------------------------------------------------------------------------------------------------

Settings to enable aPay Period to be selected when viewing the Scheduling Console.
To set up pay period settings: 

• The first date of the first Pay period
• Set up < Custom Settings < Skedulo Configs <Pay_Period_Start_Date

• Pay Period length (i.e. 2 weeks, 1 week, etc.): 
• Set up < Custom Settings < Skedulo Configs <Pay_Period_Length

To set either Pay Period or Calendar Period as the default view: 

• Set up < Custom Settings < Skedulo Healthcare Scheduling Settings <HSC_Default_View
• Value: Calendar/ Pay period
•  Default value: Calendar

To enable the new Toggle Switch for 'Calendar View/Payroll View'

• Set up < Custom Settings < Skedulo Healthcare Scheduling Settings <HSC_Switch_View
• Value: True/false
• Default value: true

When the pay period view is selected the first day on the console will always be the first day in the pay period, not Monday as it would be in the Calendar view

When selecting the Calendar view it will navigate to the date selected 

Issues Fixed

• An issue has been fixed when scheduling group event jobs. When Scheduling a job for some clients, users are stopped at selecting Category, the field and data are not shown up entirely (even though they have SD items on their contact records).
• The Job completed time was not always being captured on the JA when completing the job from the scheduling console 
• When adding or removing a client from a Group Event, the attendee list is not reflecting the change and a Salesforce limit error was being displayed.
• Follow-up jobs were only copying partial HCP single booking details to the new job 
• When adding a value set for payable_availability_types that is too long, the text field of the custom setting limits and only allows 255 maximum length. This has been extended.
• Contact your CSM to enable a new feature to support this

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=04t8W000003BOH4QAO Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003BOH4QAO