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ABI Label Combination Filters

New label combination fields have been added to Advanced BI data cubes which enable label filtering in ABI dashboards. These new fields combine labels for a record so that all of the labels that belong to that record are in one string. Please note, the label combination fields do not replace the existing Label tables …

ABI Cube Data Availability

The data available in Advanced BI data cubes is outlined in the table below. Each cube contains all future and current data, while past data is anchored on a specific date field. For example, the Supervision cube contains data from 12 months ago (from the beginning of the current month), based on service date. …

9.10 ABI Removed Fields

The following fields have been removed in ABI as of the 9.10 release.

Employee Signature Settings

Users with the (Contacts > Manage Employee Signatures) permission can set up and view employee signature settings. To audit employee signature settings: Navigate to the Contacts module and select an employee contact. Click Profile in the secondary navigation bar and select the Settings tab. Click Employee Signature Settings. If the employee has signatures set up, …

Organization Signature Settings

Organization Signature Settings is located in the Contacts module under the “Settings” tab in a user’s Profile. Users with the (Contacts > Organization Settings) can set the signature requirements for all users in the organization. Please note, users can only use their own saved signatures, they cannot use a saved signature for someone else. …

Recovering a Cancelled Appointment

Users can recover an event cancelled in the past or future. To recover a cancelled event: Navigate to the Scheduling module and select View my calendar or View as grid. Use the filters at the top of the page to show cancelled events. Cancelled events will appear gray on the calendar. Select an event …

Release 7.10 Workflow Updates

Recorded: 1/26/2022 Length: 6:17 minutes This clip includes innovative new features, such as Clinical Data Management, Assign Selected Branch, Address Management, and a new EVV Report, alongside additional enhancements, improvements, and fixes.

Release 7.6 Workflow

Recorded: 7/21/2021 Length: 1 minute This clip includes updates to CR ScheduleAI, Learn, and Timesheets. In addition, Release 7.6 includes an enhancement to CR Mobile Session Notes, allowing users to add additional signatures to accommodate supervisor signature workflows.

Release 7.0 Workflow

Recorded: 3/19/2021 Length: 2:03 minutes This clip provides a brief overview of workflow updates in the 6.9+7.0 release, including EVV, Draft Timesheets, and Email Login updates.