Form Builder Changes
Form Builder was modified to handle and more clearly define the difference between a form and a report. The differences are noted below. Previously, areas like General Profile only allowed for reports so you couldn’t make a General Profile Form that included user input and custom fields. Areas have now been added everywhere to handle forms and reports. By default, when a form contains any fields that accept user input, it is automatically considered a form. If a form only includes read-only fields and no user input (or the “Run as Report” option is on) it is considered a report.
Form
- Allows users to respond by entering data into fields like textboxes, dropdowns, checkboxes, and electronic signatures.
- Responses are added, filled out, and listed.
Report
- Can only be viewed/printed as a PDF from the red PDF icon at the top of each “Custom Forms and Reports” section.
- No data is entered and responses are not saved and listed.
- Forms with input fields can be forced to act like a report by turning on the “Run as Report?” option in the form’s settings.
Calendar
- Company-wide Events
- View All Clients
- When filtering by Clients, you can now choose “All”
Case Note
- Duration field added
- Services Provided field added
- Either Services Provided OR Notes are required
- Staff Present field added
Unit/Room Naming
- Throughout the system, anywhere you see a room name, you’ll also see the unit name like so “A – 01”.
- This required some room names to be modified in order to look correct. If you’re seeing something like “A – A01” you need to modify your room names to no longer include a reference to the unit.
