Release User Guides for Canada 2024.6.3

To learn more about the new features and enhancements included in this release, please view Release Notes for Canada 2024.6.3

Appointments

• Appointments: Calendar View

Case Note

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

Comprehensive Health Assessment Tool (eCHAT)

• List of Guidance according to eCHAT Resource Preference

Default Individual Program

• Edit Sections of the Individual Demographic Form (IDF)

General Event Reports (GER)

• Set GER Preferences

Health Care Report

• Health Care Report

Individual Plan

• Create Individual Plan

ISP Data

• Submit ISP Data
• Search, Update, and Delete ISP Data
• Submit, View, Update, and Delete ISP Data from Schedule
• ISP Data Reports
• Search Saved ISP Data Reports

ISP Program

• Create ISP Program Template
• Publish ISP Program Template
• Import ISP Program Template from Global Template Library
• Search and Edit ISP Program Template
• Apply ISP Program Templates to Individuals
• Delete, Copy, and Discontinue ISP Program Template
• Create ISP Program
• ISP Program Setup for Scheduling