Therap for Canada 2025.2.1 Released!
Release Date: 2/26/2025

To learn more about the new features and enhancements included in this release, please view Release User Guides for Canada 2025.2.1

Attendance

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  • The following filter options have been added in the Attendance Dashboard:
    • Description Code
    • Attendance Type

    Screenshot showing the new filter options.



Care Plan

Care Plan Template

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  • The Global Care Plan Template Library administrative role’s functionalities have been moved to the following Agency Wide and Administrative Roles for Care Plan module:
    • Care Plan Template Submit
    • Care Plan Template Approve
    • Care Plan Template Delete
    • Care Plan Template View

    These roles will be enabled by default for active users who currently have the Global Care Plan Template Library administrative role enabled.

    Screenshot showing the Care Plan Template administrative roles.

  • Users will be able to take the following actions based on the roles:
    • Care Plan Template Submit: View Care Plan Template in New, In Prep, Pending Approval, Returned, and Approved statuses; Save and Submit New, In Prep, and Returned Care Plan Templates; Copy Care Plan Templates in Approved status; View Update History.
    • Care Plan Template Approve: View Care Plan Template in New, In Prep, Pending Approval, Returned, and Approved statuses; Save and Approve Care Plan Templates in New, In Prep, Pending Approval and Returned statuses; Return to Submitter in Pending Approval status; Copy an Approved Care Plan Template; Submit Approved Care Plan Template for global approval; Import Care Plan Template from Global Care Plan Template Library; View Update History.
    • Care Plan Template Delete: Delete Care Plan Templates in In Prep, Pending Approval, and Returned status; Discontinue Approved Care Plan Templates; View Deleted and Discontinued Care Plan Templates.
    • Care Plan Template View: View Approved Care Plan Templates.
    • Individual Care Plan Submit + Any Care Plan Template role: Apply Approved Care Plan Templates to Individuals.

  • From this release onward, users will also be able to approve Care Plan Templates and apply to individuals in their caseloads without having to send it to Therap Admins for global approval. The templates that have been submitted for global approval prior to this release will be approved by default for the respective provider.

  • A new List link has been added beside the Care Plan Template option in the ‘Care Plan’ section of the Health tab. Clicking on it will open the ‘Care Plan Template List’ page containing the approved Care Plan Templates.

    Screenshot showing the List link.

    Screenshot showing the Care Plan Template List page.

  • Users assigned with Care Plan Template Submit role will be able to save and submit Care Plan Templates. Users assigned with the Care Plan Template Approve role will be able to save and approve Care Plan Templates.

    Screenshot showing the Save, Submit, and Approved buttons.

  • Saving or submitting a Care Plan Template will keep the form in ‘In Prep’ or ‘Pending Approval’ status, respectively. Users will be able to:
    • Save the form by clicking on the Save button.
    • Submit the form in ‘In Prep’ status by clicking on the Submit button.
    • Return the form in ‘Pending Approval’ status only by clicking on the Return to Submitter button. The form will then be in ‘Returned’ status.
    • Approve the form by clicking on the Approve button.
    • Delete the form by clicking on the Delete button.

    Screenshot showing the Delete, Save, Return to Submitter, and Approve buttons.

  • Once a Care Plan Template is approved, users will be able to:
    • Apply the template to an individual in their caseload by clicking on the Apply to Individual button.
    • Submit it for global approval by clicking on the Submit to Global Template Library button. This button will not be available in Approved forms if the template has been submitted for global approval.
    • Copy the template by clicking on the Copy button. The copied template will be in ‘New’ status. Users need to save, submit, or approve the copied form.
    • Discontinue the template by clicking on the Discontinue button. Once discontinued, the template cannot be used.

    Screenshot showing the Discontinue, Copy, Submit to Global Template Library, and Apply to Individual buttons.

  • Clicking on the Apply to Individual button will take users to the ‘Select Individual’ page. Selecting an individual will open a new Individual Care Plan form for the individual with the applied template.

    Screenshot showing the Apply to Individual button.

  • Clicking on the Submit to Global Template Library button will prompt a pop-up window asking if the user would like to proceed. Clicking Yes will take them to the ‘Global Care Plan Template Library User Agreement’ page, where users can click on the Continue button to submit the template to the Global Care Plan Template Library after selecting the suitable option.

    Screenshot showing the Submit to Global Template Library button.

    Screenshot showing the Global Care Plan Template Library User Agreement page.

  • Form ID, Returned By, Approved By, and Discontinued By fields and an Update History link have been added to the popup accessible from the Care Plan Template form’s ‘i’ icon. The Update History link will be available to the users who have the Care Plan Template Submit or Care Plan Template Approve administrative role enabled. Clicking on the Update History link will open the ‘Update History’ pop-up window.

    Screenshot showing the 'i' icon fileds and Update History link.

    The Submitted By field that appeared in the popup once a template is submitted for global approval has been renamed to Globally Submitted By.

    Screenshot showing the Globally Submitted By field in 'i' icon.

    If the template is imported from Global Care Plan Template Library, then the Global Template Form ID field will be available in the popup.

    Screenshot showingw the Global Template Form ID field in 'i' icon.

  • A new field titled Global Template Form ID has been added to the SComm message generated by the system when a Care Plan Template has been globally published or discontinued.

    Screenshot showing the published SComm message.

  • The user interface and the workflow for the published Global Care Plan Template has been updated. The imported template will be in ‘In Prep’ status and users will need to approve the template to apply it to an individual. The following additional changes have been made to the template:
    • A new ‘i’ icon has been added. The Author and Published By fields have been renamed to Entered By and Globally Submitted By, respectively.
    • The Rating and My Rating fields have been removed from the ‘Popularity’ section.
    • The ‘Keywords’ section has been removed.
    • The Save button has been removed. Users will need to directly import the template.

    Screenshot showing the new user interface for Global Care Plan Template.

  • The following changes have been made on the success message page displayed after importing a Global Care Plan Template:
    • A Form link has been added which will open the Global Care Plan Template form.
    • A List link has been added which will open the ‘Global Care Plan Template Library’ search result page.
    • An Open Imported Care Plan Template link has been added which will open the imported template in ‘In Prep’ status.
    • A Create New Care Plan Template link has been added which will open a new Care Plan Template form.
    • The PDF link has been removed.

    Screenshot showing the Import success message page.

  • Users will receive a pop-up window for confirmation if they try to import an already imported template.

    Screenshot showing the pop up window.

  • The Records dropdown field has been removed from the ‘Approach(es)' section in Care Plan Template and Global Care Plan Template forms.

  • Users will receive the following error message if they try to create or approve a template with the same name as an existing one:
    “This Care Plan Template Name has already been used”

    Screenshot showing the error message.

  • The following changes have been made in the ‘Global Care Plan Template Library’ search page:
    • The Template Name/Keywords field has been renamed to Template Name.
    • The Publish Date From field has been renamed to Globally Submitted Date From.
    • The Publish Date To field has been renamed to Globally Submitted Date To.
    • The Author First Name field has been renamed to Entered By First Name.
    • The Author Last Name field has been renamed to Entered By Last Name.
    • The Author Provider field has been renamed to Provider.

    Screenshot showing the Global Care Plan Template Library search page.

  • The following changes have been made in the ‘Global Care Plan Template Library’ search result page:
    • The Keywords and Rating columns have been removed.
    • The Publish Date column has been renamed to Globally Submitted Date.
    • The Author column has been renamed to Entered By.
    • The Author Provider column has been renamed to Provider.
    • The result will be sorted by the Import Count column.

    Screenshot showing the Global Care Plan Template Library search result page.

  • Two new fields titled Form ID and Entered By have been added to the ‘Care Plan Template Search’ page.

    Screenshot showing the new fields in Care Plan Template Search page.

  • A new column titled Form ID has been added to the ‘Care Plan Template Worklist’ and ‘Care Plan Template Search’ result pages.

    Screenshot showing the new fields in Care Plan Template Search result page.

  • The following changes have been made in the Activity Tracking module:
    • The 'Template Create/Template Update', 'Template View', 'Template Submit', and 'Template Delete' actions have been renamed to 'Save', 'View', 'Submit to Global Template Library', and 'Delete', respectively.
    • New actions titled 'Submit', 'Return', 'Approve', and 'Discontinue' have been added.
    • Care Plan Template Form IDs will be displayed in the Form ID column.
    • Comments have been removed except for the 'PDF View' activity type.

    Screenshot showing the Activity Tracking page.



Individual Care Plan

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  • The caseload-based roles for Care Plan module have been renamed as following:
    • Individual Care Plan Submit
    • Individual Care Plan Approve
    • Individual Care Plan View
    • Individual Care Plan Delete
    • Individual Care Plan Review
    • Individual Care Plan Update

    Active users assigned with the Individual Care Plan Submit caseload-based role will have the Care Plan Template View administrative role enabled for them by default.

    Screenshot showing the updated caseload-based roles.

  • The ‘Individual Care Plan’ section has been renamed to ‘Individual Care Plan Details’ section.

    Screenshot showing the renamed Individual Care Plan Details section.

  • Users will now require the Individual Care Plan Delete caseload-based role to delete an Individual Care Plan and can no longer delete an Individual Care Plan with the Individual Care Plan Submit or Individual Care Plan Approve caseload-based roles.

  • The Records dropdown fields have been removed from the ‘Approach(es)’, ‘Reviews’, and ‘Team Meeting Discussions’ sections.

  • A new Template Form ID field will be available in the popup accessible by clicking on the ‘i’ icon if the Individual Care Plan form is created using a Care Plan Template. Also, the Time Zone field will now show the Time Zone of the individual instead of the Provider.

    Screenshot showing the Template Form ID field in 'i' icon.

  • A new ‘i’ icon has been added to the Review page.

    Screenshot showing the 'i' icon in Review page.

  • An ‘i’ icon has been added next to the Individual field in the Individual Care Plan, Reviews, and Team Meeting Discussion pages, which will show the links to the Individual Demographic Form (IDF) and Individual Home Page to the users having appropriate roles.

    Screenshot showing the 'i' icon beside Individual field.

  • The Time Zone column has been removed from the Pending Acknowledgement Report.

    Screenshot showing the removed Time Zone column from Pending Acknowledgement Report.

  • A new Template Form ID field has been added to the exported PDF of the Acknowledgement Report and Pending Acknowledgement Report for Individual Care Plans created using a Care Plan Template.

    Screenshot showing the PDF.

  • Clicking on the Display PDF button in available pages of Individual Care Plan will now open the PDF in the PDF viewer. The downloaded PDF name has been changed from ‘Care Plan’ to ‘Individual Care Plan’.

    Screenshot showing the PDF viewer.

  • The following changes have been made on the success message page after saving a new Individual Care Plan:
    • A Create New Individual Care Plan link has been added which will open a new Individual Care Plan for the selected individual.
    • The List link has been removed.
    • If the form is created using a Care Plan Template, then two additional links titled Apply the Template to another Individual and Back to Approved Template List will be available.

    Screenshot showing the success message for saving Individual Care Plan.

  • The Import field has been removed from the ‘Notification Events’ section of the Custom Notification Profile for the Individual Care Plan module. Users will no longer receive notifications for importing Care Plan Templates from the Global Care Plan Template Library.

    Screenshot showing the Configure Custom Notification Profile page for Individual Care Plan.

  • The following changes have been made in the Activity Tracking module:
    • Comments have been removed for all actions of the Individual Care Plan module except for the 'PDF View' activity type in Activity Tracking module.
    • The 'Import' action has been removed.

    Screenshot showing the Activity Tracking page.



Case Note

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  • A new ‘i’ icon has been added beside the Billing Unit(s) field of the Case Note forms for which Billing Unit(s) is marked as visible in the Case Note Template. Clicking on this ‘i’ icon will display the following Note: Billing Unit(s) will be used for billing if Calculation of Units is set as "Use direct billing units".

    Screenshot showing the Note in the 'i' icon beside the Billing Unit(s) field in the Case Note.



Comprehensive Health Assessment Tool (eCHAT)

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  • On the ‘Skin and Wound’ page accessed using the Edit button in the ‘Skin and Wound’ section of the ‘Comprehensive Health Assessment’ (eCHAT) form, a new option titled ‘No skin integrity concerns at this time’ has been added for the Skin integrity: Individual is field. This new option has no effect on the acuity. Therefore, selecting this option for the Skin integrity: Individual is field will not result in the Summary Report’s HCP column displaying ‘R’ (denoting ‘Required’) for the ‘27 Skin and Wound’ and the ‘27.a (Skin integrity)’ rows.

    Screenshot of the Skin Integrity Individual is field on the Skin and Wound page highlighting the newly added option



Daily MAR

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  • If users assigned with the Medication History Count caseload-based role attempt to navigate away from the Daily MAR that contains at least one active medication with Drug Count Enabled, then they will receive a warning message. If there are no Drug Count Enabled medications on the Daily MAR or the user does not have the role assigned, then the current warning message for navigating away from the Daily MAR will be shown.

    The image is showing a warning to make sure the drug count is completed before going to MAR Configuration.

    The image is showing a warning to complete make sure the drug count is completed before leaving the page.



Drug Count

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  • The following features will now be applicable for the users who have the Medication History Count caseload-based role assigned:

    • The ‘Medication History List’ that appears while creating a new Drug Count record from the Health tab will now show only the medications that are ‘Active’ for the current date. Medications that have already been discontinued or passed the End Date will not appear on this list. However, Drug Count for the inactive medications can be added from the corresponding Medication History and MAR forms.

      The image displays the Medication History List.

    • Drug Count has been added as a new ‘Notification’ module in the Module Name dropdown field of the Notification Profile Configuration. Users will now be able to receive notifications when there is a mismatch between the Amount on Hand and Amount Left values of the recorded Drug Count and the Drug Count recorded before that.

      Image of the Configure Custom Notification Profile page highlighting that selecting a Module Name will lead to its Configure Custom Notification Profile page.



Event Summary

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  • The Excel Export of the ‘Initial Search Result’ page of Event Summary has been renamed to ‘Event_Summary_Initial_Search_Result’.

    Screenshot showing the Excel Export of the ‘Initial Search Result’ page of Event Summary.



General

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  • The Individual Name field has been renamed to Individual in the following forms and reports:

    • Excel generated from the Behavior Report

      Screenshot showing the Individual field in the Excel of Behavior Report

    • PDF and Update History of GER, GER Witness, GER Resolution, and MIE

      Screenshot showing the PDF of the GER Resolution form

    • Multi-Individual Event (MIE)

      Screenshot showing the Linked GERs section of the MIE Form

    • Personal Finance Account form and exported PDF of the form

      Screenshot showing the Account Information section of the Personal Finance Account form

      Screenshot showing the PDF of the Personal Finance Account form

    • Personal Finance Reconciliation form and exported PDF of the form

      Screenshot showing the Criteria section of the Personal Finance Reconciliation form.

      Screenshot showing the PDF of the Personal Finance Reconciliation Form.

    • Personal Finance Transaction forms

      Screenshot showing the Transaction Information section of the Transaction form

      Screenshot showing the Transaction Information section of the Transaction Entry

    • Personal Finance Transaction Report Criteria page

      Screenshot showing the Report Criteria Section of the Personal Finance Transaction Report Criteria page

    • Personal Finance Transaction Report page and its exported PDF and Excel reports

      Screenshot showing the Report Information section of Personal Finance Transaction Report Page.

      Screenshot showing the PDF of the Personal Finance Transaction Report

      Screenshot showing the Excel of the Personal Finance Transaction Report

  • An ‘i’ icon has been added next to the individual name in the following forms:

    • Charting the LifeCourse - Life Trajectory, Integrated Supports Star, and Vision Tool forms

      Screenshot showing the Individual Perspective section of the Vision Tool Form

    • Document Storage for individuals

      Screenshot showing the Document Details section of the Document Storage Form

    • General Event Reports (GER) - Witness form

      Screenshot showing the GER Information section of the Witness Form

    • Intake/Elimination - ‘Select Date and Configuration of Intake/Elimination’ page

      Screenshot showing the Select Date and Configuration of Intake/Elimination page of the Form

    • Order

      Screenshot showing the Order Details section of the Order Form

    By clicking on the ‘i’ icon, users can now access the Individual Demographic Form (IDF) and Individual Home Page links. Users assigned with the IDF Admin administrative role or any IDF caseload-based role can view the Individual Demographic Form (IDF) link, while users assigned with the Individual Home Page caseload-based role can view the Individual Home Page link.


General Event Reports (GER)

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  • A new option titled Documentation Error has been added to the Event Type dropdown field of the event Other type GER.

    Screenshot showing the GER Documentation Error option.



Health Tracking

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  • A new Individual field will now be available when users attempt to add new or update existing records within the following Health Tracking forms:

    • Intake/Elimination

      Screenshot showing the Individual field in the Add Intake/Elimination form.

    • Immunization

      Screenshot showing the Individual field in the Add New Immunization Record form.



Individual Demographic Form (IDF)

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  • For agencies where the Order module is enabled, a new item titled ‘Active Orders’ will now be available for PDF configurations on the ‘IDF Provider Configuration’ page. The PDF files generated from the ‘View PDFs’ section of an individual’s Individual Demographic Form (IDF) or Individual Home Page will list the individual’s ‘Active Orders’ if the associated PDF configuration has the item ‘Active Orders’ selected for it.

    Screenshot of the PDF Configuration showing the Active Orders option

    Screenshot of the PDF showing the Active Orders section



Individual Home Page

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  • A new Drug Count option containing the New and Search links has been added in the ‘Modules’ section on the Home tab of the Individual Home Page. Users assigned with the Medication History Count caseload-based role will be able to record or search for Drug Counts from here.

    Image of the 'Modules' section highlighting the 'New' and 'Search' links.



Intake/Elimination

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  • Sub-options within the Column(s) list of the Intake/Elimination Configuration pages can now be selected or deselected independently. Selecting or deselecting the sub-option(s) will automatically add or remove the corresponding Intake/Elimination columns in the Intake/Elimination Configuration form.

    Intake/Elimination Provider Configuration:

    Image of the Intake/Elimination Provider Configuration page.

    Intake/Elimination Individual Configuration:

    Image of the Intake/Elimination Individual Configuration page.



Time Tracking

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  • On the Monthly Report page, clicking the Display PDF link will now open the PDF export in a PDF Viewer to show a preview instead of downloading it directly.

    An image of the Time Tracking Display PDF link showing the PDF Viewer upon clikcing on the link .