Release User Guides for Canada 2025.2.1

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

Attendance

• Attendance Dashboard

Behavior

• Behavior Data Report

Care Plan

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

Case Note

• Create Case Note

Charting the LifeCourse

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

Comprehensive Health Assessment Tool (eCHAT)

• Create eCHAT

Document Storage

• Document Storage for Providers
• Document Storage for Oversight Providers
• Document Storage for Case Managers

General Event Reports (GER)

• Add Other Event in GER

Health Tracking

• Enter Immunization Record
• Intake/Elimination

Order

• Create, Approve, and Search Order

Personal Finance

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