Release User Guides for Canada 2025.7.1

To learn more about the new features and enhancements included in this release, please view Release Notes for Canada 2025.7.1

Care Plan

• Create, Approve, Search Care Plan Template and Publish to Global Template Library
• Import and Apply Care Plan Template from Global Template Library
• Create and Review Individual Care Plan
• Approve and Acknowledge Care Plan
• Search, Edit, and Return Care Plan
• Delete, Discontinue, and Copy Care Plan

Case Note

• Create, Configure, Search, and Discontinue Case Note Template

Daily MAR

• Provider MAR Configuration
• MAR Daily Data
• Generating PDFs and Scanning MAR QR/Barcode

Default Enrollment Program

• Program Enrollment - By Individual
• Demographic Dashboard

Document Storage

• Document Storage for Providers

Drug Count

• Drug Count

Employment History

• Set Up Employment History Preference
• Corporate Entity
• Employer
• Contact Person
• Job Template
• Contact/Interaction
• Funding Source in Employment History
• Employment Referral
• Assessment in Employment History
• Career Development Plan
• Employment Milestone
• Training/Coaching
• Application and Interview
• Job Detail
• Benefits Counseling
• Variance
• Additional Information in Employment History

General Event Reports (GER)

• Add Injury Event in GER
• Add Medication Error Event in GER
• Add Other Event in GER
• Review, Return, and Approve GER
• GER Event Summary Reports
• GER Event Summary: Detailed Search Result Criteria

GER Resolution

• Create GER Resolution
• GER Resolution Dashboard

Health Passport

• Sections of the Health Passport

Health Tracking

• Blood Glucose

Individual Demographic Form (IDF)

• Create and Update Custom Fields

Individual Home Page

• Individual Home Page for Providers

ISP Program

• Create ISP Program
• Create ISP Program Template

Letter

• Create and View Letter Template

Bulk Letter Request

• Bulk Letter Request

Medication Administration Record (MAR)

• Enter Data in MAR
• Medication History and MAR Mapping
• Scheduling Medications without a Fixed Schedule

Medication History

• Create, Save, Submit, Return, and Approve Medication History
• Import Multiple Medications in Medication History via Excel

Notification

• Configure Notifications
• Create, Configure, Edit, and Delete Default Notification Profile

Personal Finance

• Create, Search, Update, Delete, Discontinue, and Activate Personal Finance Accounts
• Personal Finance Reconciliation
• Generate Personal Finance Transaction Report

Provider Administration

• Manage Group Caseloads
• Auto Program Caseload (APC)
• Manage Individual Based Caseloads
• Manage Super Role
• Manage User Privilege and User Profile
• User Profile
• Manage Agency Wide Role Template

Order

• Create, Approve, and Search Order

Scheduling

• Create, Check-In, Check-Out, and Self Check-In for Staff Schedule/Travel Schedule
• Schedule/EVV Dashboard

Self Password Reset

• Self Password Reset

Two Factor Authentication (2FA)

• Two Factor Authentication (2FA)