Release User Guides for Canada 2025.1.0

To learn more about the new features and enhancements included in this release, please view Release Notes for Canada 2025.1.0

Appointments

• Appointments

Case Note

• Create, Configure, Search, and Discontinue Case Note Template
• Create Case Note
• Search, Edit, Sign, Delete Case Note and Generate Bulk PDF

Individual Home Page

• Individual Home Page for Providers

Individual Plan

• Create Individual Plan
• Delete, Copy, or Discontinue Individual Plan

Individual Plan Agenda

• Create Individual Plan Agenda
• Update Approved Individual Plan Agenda and Record Meeting Minutes
• Delete, Copy, or Discontinue Individual Plan Agenda

Personal Focus Worksheet

• Create Personal Focus Worksheet
• Delete, Copy, or Discontinue Personal Focus Worksheet

Employment History

• Application and Interview
• Assessment in Employment History
• Benefits Counseling
• Career Development Plan
• Contact/Interaction
• Contact Person
• Coorporate Entity
• Employer
• Employment Milestone
• Employment Referral
• Funding Source in Employment History
• Job Detail
• Job Template
• Training/Coaching
• Variance
• View Employment History

Order

• Create, Approve, and Search Order

Personal Finance

• Personal Finance Reconciliation

Service Directory

• Service Directory