Release User Guides for Canada 2024.3.0

To learn more about the new features and enhancements included in this release, please view Release Notes for Canada 2024.3.0

Billing

• Service Description/Code
• Taxonomy Code

Case Note

• Search, Edit, Delete Case Note and Generate Bulk PDF

Demographic Dashboard

• Demographic Dashboard

Immunization

• Enter Immunization Record

Individual Demographic Form (IDF)

• Edit Sections of the Individual Demographic Form (IDF)

Individual Plan

• Individual Plan Template
• Create Individual Plan
• Edit, Update, and Sign Individual Plan

Login

• Login / Logout

Medication History

• Create, Save, Submit, Return, and Approve Medication History
• Search, Update, Delete, Copy, and Discontinue Medication History
• Medication History Report and Custom Report
• Import Multiple Medications in Medication History via Excel

Medication Order

• Medication Order

Medication Review

• Medication Review

Multi-Individual Event (MIE)

• Create Multi-Individual Event (MIE)

Personal Finance

• Personal Finance Setup and Customization

Referral

• Referral Dashboard for Oversight Providers

Service Directory

• Create Service Directory
• Waivers

Secure Communication (SComm)

• SComm Message Audit