Overview
In this release new features were added that will mainly affect Agency Administrators. The new features give the Administrator the ability to create and add custom fields to a Client’s profile, Caregiver’s profile, and the Agency.
Impacted Features and Users
This release impacts Administrators. Bug fixes should be unnoticed by users as fixes were made to ensure current functionality works as expected.
New Features and Feature Enhancements
Custom Fields
In the “Feature Settings” there is a new card labelled “Custom Fields”. Here you can add custom fields that you want information for on a Caregiver Profile, Client profile, or for the Agency.
First, select the profile type you are wanting to add custom fields to
Then you can name and add a field to that profile type
Available fields
Date and time
Signature (Digital/Drawn)
Short Text
Long Text
Multiple Choice
Photo/video
Number
Toggle
Single Choice
You can edit (name and or field) and delete a custom field after it is created
Agency Custom Fields
Once you’ve added custom fields for your agency, they will appear on the “Provider Profile” page beneath the “Provider Information” section.
Here you can filter between active custom fields and archived custom fields
This is also where you fill in the information for the custom fields you have created
Once you click the blue “Edit” button in the bottom right hand corner a slide out will appear (pictured below). Here you fill in the information for each custom field you have created and it will then show on the Provider Profile.
Client Custom Fields
There is a new section labelled “Custom Fields” on the Side Navigation Bar in the Client Profile. Once you’ve added custom fields for your Clients, they will appear in the “Custom Fields” section.
The process for filling in the information is the same as outlined in section above.
Caregiver Custom Fields
There is a new section labelled “Custom Fields” on the Side Navigation Bar in the Caregiver Profile. Once you’ve added custom fields for your Caregivers, they will appear in the “Custom Fields” section.
The process for filling in the information is the same as outlined in section above.
Issues and Bug Fixes
There was an issue causing the Client and Caregiver names to not load on the “Shift Overview” section of a post shift report every time. This issue has been resolved.