Release Notes 1/20/2017

Charlie Flynn -

See these enhancements live in action during our webinar. Click here to watch.

Web Application Enhancements:

  • Bulk Print & Download: Download several cases at once right from the Cases list. Just select the cases you'd like to download and click 'Bulk Print/ Download'  If necessary, they can be printed once downloaded.
    Cases - Bulk Print Download.png

  • Rename Shared Folders: Site Administrators can now rename Shared (account-wide) folders after they have been created. You can find this option under Site Administration > Shared Folders.

    Shared Folders - Update Folder Name.png
  • Advanced Search by Delivery Type: Users can now search by 'Preferred Delivery Type' within the Users, Tags, Demographics section of Advanced Search. This is useful for Homecare Homebase clients when separating non-faxed orders by delivery type.

    Advanced Search - Delivery Type.png


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  • Removing templates & patient charts: Now only site administrators can remove templates and patient records. This decreases accidental deletion of templates and patient records.
  • Add activity for bulk actions: An activity is now added to the Activity History within each case when any of the bulk actions (status, tag, assign, etc.) are used.
  • Scan Capture: 'My Drive' at bottom of list: 'My Drive' will now appear at the end of the shared folder list. If there are no shared folders, then 'My Drive' will be the only option for uploading.
  • Manage Pages issue: After using the Manage Pages feature within a saved search, users are returned to the same saved search.
  • Sorting Inbound Transmissions: When sorting or filtering within the Inbound or Transmissions sections, the correct results display.
  • Audit Log Initials & Times: The Audit Log within each case now displays the correct initials and date/ time for each activity.
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