Release User Guides for Canada 2023.6.2

To learn more about the new features and enhancements included in this release, please view Release Notes for Canada 2023.6.2

Calendar

• Configure Calendar Location

Case Note

• List of All Roles
• Create Case Note
• Search, Edit, Delete Case Note and Generate Bulk PDF

Employment History

• Employment Milestone

External Individual Mapping

• External Individual Mapping
• Import External Individual Mapping from Excel

General Event Reports (GER)

• Add Restraint Related to Behavior Event in GER

GER Resolution

• Edit, Close, and Delete GER Resolution

Individual Demographic Form (IDF)

• Individual Gender and Pronoun Configuration
• IDF Provider Configuration
• Edit Sections of the Individual Demographic Form (IDF)

Individual Home Page

• Select Items for Individual Home Page
• Individual Home Page for Providers
• Individual Home Page for Oversight Providers
• Individual Home Page for Case Management Providers

Individual Plan

• Individual Plan Template
• Create Individual Plan
• Search Individual Plan and View Update History

Individual Plan Agenda

• Create Individual Plan Agenda
• Search Individual Plan Agenda and View Update History

ISP Data

• Submit ISP Data
• ISP Data Dashboard

ISP Program

• Create ISP Program
• Create ISP Program Template

Personal Focus Worksheet

• Create Personal Focus Worksheet
• Search Personal Focus Worksheet and View Update History

Priority List

• Priority List Enrollment

Scheduling

• Provider, Staff, and Individual Setup for Scheduling
• Configure TeleHealth for Scheduling/EVV
• Create Schedules
• Submit, View, Update, and Delete ISP Data from Schedule
• Print Schedules

Training Management System (TMS)

• Training Certification
• Training Class for Trainees
• Training History
• Training Reports