Client / Licensed Users Full Upgrade Download Page & Release Notes

 Click     to install   then select Run or Open
on the selection button to install 
          
You can also select to "Save" exe. file to your Desktop and install from there
(need Help? - Call Tech Support (888) 669-9697 Ext 3)

Version 7.0+ Highlights (5/1/2012)

Client Billing - Client Activities
New - Added ability for set  “maximum” number of services hours (by Daily, Monthly and Annually) that can be assigned to a select Client so when the “max” number (entered on the Client – Billing (tab) module is exceeded on the Client Activity log a pop-up warning will display so User can make necessary adjustments or contingencies with the client or per billing package or arrangement
Statements
New - Added Preference setting (option) to set a Column on the Client Statement report that will display which Invoice # the Activity line-item was billed on.
New Tool Bar Menu Option "Search Notes"
Allows User to search for a word or phrase entered in any Client Activity Log notes / narrative and / or Case Notes.  Module will display list of date and any Client that has same “word” or phrase” in them.
Clients - Assessment - Printing
New - There is now the option to create a Word Document for each Assessment.  This document can either be blank and formatted similarly to the formal report, or a Document Template can be used.  The document is stored within the CMP database and can be accessed for changes or to review through the View/Print buttons.
Preferences - Company
New - New multiple company capability added to CareManagerPro. This allows an office to setup different company name, address and logos and assign clients to a specific company. Assessments, Statements and Invoices will display the Company Information to which the client is assigned.
New Companies can be created and their information entered here: Setup - Reference Tables – Companies. 
Company "Main" can also be accessed under Setup - Preferences as it’s the default company every database will have.
Client – Demographics – Billing tab
If the database has been configured with more than 1 company, the new "Company" field will be enabled so the Client may be assigned to a company other than "Main".
Billing - Invoices
Print Queued Invoices
New - Added the ability to Export Invoices as pdfs as an attachment to the client, and/or to a specified folder, and/or as an attachment to an Outlook Email Message.
Setup - Preferences – Billing - Export Invoices
New - This is a new tab allowing for the configuration of the Export button on the "Print Queued Invoices" tab.  The Export can be configured to send invoices to one or more of the following options:

1) Send To Attachments - The Invoice is converted to a PDF and saved as an attachment for the client's record
2) Send To Folder - The Invoice is converted to a PDF and saved to the specified folder
3) Send To Outlook - The Invoice is converted to a PDF and attached to an Outlook email.
The base PDF file name is in the format of LastName, FirstName (ID#) - Inv ###

Attachment Details:
Category = InvoiceExport
File Name = Name of pdf file created from Invoice
File Path = Invoice Number
Description = Inv ### Exported From Billing
Folder Details:
PDF will be saved to this folder for the Client if Outlook is not enabled or if the Client does not have an email in either the "Birth Place" Field or has not been configured as their own Client Contact of type "Self" with an Email Address.
Additionally, all Client Contacts which have been set as "Send Copy Of Bill", will be processed in the same way in that they will either have an email created if they have an email address, or a file will be created for them with " - Copy To 1" added to base PDF File Name for first, " - Copy To 2" for 2nd and so on.
In this way, if a user has both Outlook and Folder enabled, they will only get a copy in the folder or an email but not both.
Outlook Details
If a client has an RP, then their email address is used. Otherwise, the Client's "Birth Place" field is checked for a "@" to see if its a email address. If not, then a check is made of the Client Contacts to see if the Client was added
Lookup Window
New - Added Email to Resp Party List
New - Added Note to Medication List
New - Added new "Edit" button to allow the editing of Reference Table records whenever the "New" button is available
Word Merge
New - Added Client Birthday, Client SSN and Current Date to available fields.
Setup – Preferences - Activity Log
New - Added "Override RP" (Responsible Party) which will allow the user to designate specific Activities on the Activity Log screen to be Invoiced to Client on select activity  instead of Client’s pre-set Responsible Party.
Setup - Preferences - Activity Log
New - Added Audit Configuration which has 3 settings

1.     Enabled - Tracks all changes to activities

2.     Enabled w/out Notes - When a note changes, just records message Field Changed - Details Not Recorded"

3.     Disabled - No tracking is done

Setup – Pricing Schedules
New - Added ability to setup a pricing schedule and assign the set pricing to specific clients.  Any client assigned to the selected schedule will pull its prices only from those configured for that schedule.
Setup – Preferences - Clients
New - Added option for automatically creating Birthday ToDos from all clients in database.
Referral Source check to display on the Referral Source look up
Setup - Reference Tables - Responsible Party
New - Added "Client" tab which allows Clients to be linked to the RP.
New - Added new Office Phone field
New - Added Address2 field
Contacts Module - "Show Clients"
New - Added button "Show Clients" which will display all Clients attached to the selected contact. In the case of Physician, it will check the Physician record along with the Hospital, Office Visit and Medications records.
Client – Medications Tab
New - Now allows for selecting to view by Medication Status of either Active, Both, Inactive.
Modified Print option to allow same selection of Medication Status
Client – Assistive Items, Conditions, Diagnosis Tab
Redesigned such that Item Types and Item Codes are now linked via new Setup - Preferences - Assistive Item Codes.
Clients – General Contacts
 New - Added Email addresses to display
Clients – Personal Info – Demographic
New - Added "Has DNR" checkbox
Clients – Personal Info – Demographic – Birth Date
New - Added "age label" next to Birth Date field
Clients – Personal Info – Demographic – Birth Date to Calendar function
New - Added " a button next to the Birth Date to integrate with Client’s ToDo Calendar for popup reminders
Forms – Listings
New - Added "Medications Listing - Inactive" report
New - Added new Dosage Type and Instructions fields to Medications reports
Forms – Listings - Face Sheet
The "Date Died" label now only shows when there is a date entered for when the patient died
The Age now no longer shows 0yr where there is no Birth Date
The DNR? response is now in Bold when "Yes"
The RP Information has been rearranged to accommodate the new Office Number field
New -  Added new Dosage Type and Instructions fields to Medications section
New - Added "Attachments" section to list all client's attached records sorted by "Type", "Date".
New - Added  " Client “Email” address to display
New - Added Client “Spouse” data / Status to display
Code Tables
New - Added Pricing Schedule
Reports – Analysis - Activity Analysis
New - Added Provider Type to criteria
New - Added Activity Type to criteria
New - Added "Rate" to criteria
New - Added "Price" to criteria
Reports - Listing - Case Note Detail
New - Added Case ID field to report.   
Invoices / Statements / Resp Party Labels
New - Added Address2 field.
Payments - Modified Inv # Lookup - When clicking button or pressing F2 key, the lookup now is by inv # instead of last name as only the invoices for the current client will show so searching by last name is redundant.  Pressing F3 will now allow a search by Inv # across all clients and if a new client is selected, that client will be loaded, along with its invoice, for the user to make payments on.
Printing - Face Sheet - Misc
New - Added new Sort Field for Assistive Item section.
New - Added "Description" as an option for both sort fields.
Payments
Increased check number size from 15 to 30
Dashboard
New - Added option and values
Setup – Reference Files -Setup Provider
New - Added Email, Tax ID fields
Reports – Face Sheet
New - Enabled use of Custom Formatting which allows telephone number extensions, etc. ".
Rearranged field positions to allow for larger phone number
New - Added Client “Spouse” data / Status to display
New - Added email to Client Contact sections
New - Added email to General Contacts, etc....
Reports – Listings -Client Contact Listing
New - Added new report -Client Contact Listings New -Added Client Active as sort and filter criteria
Reports – Reference Files
New - Added "Provider Listing With Clients" which will include a list of the Clients attached to each Provider

Version 6.8.+ Highlights (11/1/2011)

Clients – General Contacts
New - Added Email data field to setup
Clients – Personal Info - Demographic
New - Added "age label" next to Birth Date field – to display in years and months, i.e., 87yr 6m
When a Client case record is first saved with Birth Date, if the Birth Date ToDos are enabled a ToDo with yearly recurrence will be created.  Additionally, there is a button next to the Birth Date field which allows the user to manually initiate the creation of the Birth Date ToDo.
New - Added "Has DNR" checkbox to Demographic screen and to show on Face Sheet
Client Contacts
New - Added "Print" button to access new Client Contact List report
Forms – Listings - Face Sheet
New - Added "Attachments" section to list all of client's attachment records. The list is sorted by "Type", "Date".
Setup – Preferences - General
New - Added new custom format (###) ###-#### (#####) to phone formats to allow for extensions. Also, users may now enter their own custom format
Setup – Preferences - Clients - Birth Date Reminder Setup
New - Added option for automatically creating Birthday ToDos. If enabled, when a client first has their Birth Date entered, a ToDo of type 'Birthday' will be created with yearly recurrence automatically set for next 10 years. The user may also enable Desktop audible desktop pop-up Alerts.  Additionally, there is a button to create ToDos for all currently active clients, which are those that have not been removed and that do not have a Case Closed Date set.
Setup – Preferences - Clients
New - Allows for selection of any General Contact and not just those of category "Referral Source"
Setup – Reference Files - Setup Provider
New - Added Email, Tax ID fields
Client Assessments
New - Added new buttons over Category and Issues lists for Managing Care Plan Templates. If the Category button is clicked, the Manage form will load with the highlighted Category, its issues, and Category selected. If the Issue button is clicked, then the Manage form will load with the Issue's Category and all related issues but with the highlighted issue selected.

The Assessment Care Plan Template form allows the user to create templates of Goals and/or Plans that can be associated with a Category Or an Issue which can then be pulled into a Client's Assessment record.
For the form, if the user clicks "Load All" over category list, then all categories and issues will be loaded.

If the user clicks the "Load All" over the template list, then all templates will be loaded. As the user clicks on each template, the Category / Issue to which the template is associated will be selected so the user can see where a given template belongs.
Assessments – Plan Of Care
New - Added 2 new buttons - One which allows user to look up and select a saved Template to use to fill in the Goal and/or Plan and one which allows user to create a new template from the current Goal and/or Plan
Reports – Face Sheet
New - Enabled use of Custom Formatting which allows extensions, etc.
Note that for General Contacts, which already had Ext fields for Phone and Other, if these fields are used, then the custom formatting will be ignored. This applies to all General Contact Type records (Physicians, Insurances, etc...).
Rearranged field positions to allow for larger phone numbers
New - Added email to Client Contact sections
New - Added email to General Contacts, etc....
Reports – Listings - Client Contact Listing
New - Added new report - Client Contact Listings
New - Added ClientActive as sort and filter criteria
Reports – Reference Files
New - Added "Provider Listing With Clients" which will include a list of the Clients attached to each Provider
Dashboard
New - Added option to have it display values for either Clients (its default) or Providers, a new setting
ToDos
Modified info on calendar reports to include "end time" if the ToDo has a duration set
New - Added 4 new graphic calendar reports
'           Monthly
'           Monthly (Landscape)
'           Monthly (Landscape2)
'           Daily
New - Added more criteria for controlling what shows Reports

Version 6.5.+ Highlights

Dashboard -
New Feature added to Main menu - The Aging tab displays the Aging Information for either the specific client or for all clients.  The Financial Totals tab display the total Fees, Payments, Write-Offs and Balance for either specific client or for all clients.The reports will sort based on the column currently selected for sorting in the list.  The Aging Report Modified so that it has as many columns as the list.
Assist Items / Condition / Diagnosis  tab -
New Added Sort Preferences on Assistive Items, Conditions and Diagnosis to display on Face Sheets and filter by Item/Condition and/or Type on the Client module
Client – Physicians --
New Added ability to assign (check) select Physician as Primary Physician
Client - Insurances -
New Added Activation / Expiration date fields
Medications - Added New "Date Entered" and "Date Modified" columns to grid
Setup - User - Options -
New Added Preference - Checkbox for auto opening Client's Activity Log when opening Client Record
Utilities -
New Added Balances options to verify every activity balance reflects payments applied
Client - Billing -
Replaced "Default Primary Provider" and "Default Secondary Provider" with "Providers" list to allow any number of providers to be associated with a client.
Provider - Staff Employee Setup -
New Setup with ability to record critical data to staff employee / service provider record.
Case Notes Filter -
New feature allows the “sorting” of Case Notes to display and print by either “Newest to Oldest” or “Oldest to Newest”
User – Option Settings -
New When opening a Client Case record the Client’s Activity Log will also open to desktop.
Client Assessment tab  -
New Added ability to assign a number Value to any Issue and to display Total Value (with Scale once configured in the Assessment  Setup) to display on final report

Version 6.3 Highlights

Assessment
Modified Formal report to allow for printing of Values.
New Added new "Show Values" checkbox that will default to unchecked for the Formal but checked for the rest, to allow for the Formal to continue to print the same way for current users
Preference -Notes
New Redesigned how format is stored so that a sample is saved as opposed to
specific values. This allows the same flexibility as the Assessment fields.
Reformat Notes
New Added "Care Plan - Goal" to fields which can be reformatted
Billing - Statements
New Added "Show Print Date" - Print DateTime will show at bottom right of each page
"Show Statement Criteria" - Whether All, or Open and what dates were used will show at bottom left of each page "Show Unapplied Credits" - After the totals, any credit with a balance will be listed.
Reports - Reference Files
Responsible Party With Clients
New Added "Client Active" to criteria
Billing - Statements
New Implemented new preferences "Show Print Date", "Show Statement Criteria" and
"Show Unapplied Credits"
Modified Comment to move around based on whether "New Activities Only" is checked
Demographic
Modified Weight field to allow for 20 chars, from 10

Version 6.1 Highlights

Activity Module - Client Activity Log
New Added new "right-click" menu options:
Copy To -  Client
Will copy the selected Activity to the Client the user picks
Copy To - Client Group
Will copy the selected Activity to every Client in the Group the user picks
Move To
Will move the selected Activity to the Client the user picks
This can't be done if the Activity has had Credit Payments Applied to it. If it has normal payments then the user will be asked if they want to continue.
This can't be done if the Activity has been exported.
Clone
Duplicates the selected Activity for the current Client
For all of these options, any billing or export information is removed.
The Fee is recalculated for the new Client unless the "Move" option is used with an Activity which has had payments made on it.

Clients
            Personal Demographics
Groups Tab
New Added new screen to allow for the management of the groups to which the client belong
Client Contacts Tab
New Added new "Send Bill To" checkbox to denote someone that also needs a copy of the client's bill / invoice sent to them
Activity Lookup
Removed Pricing information as it is no longer just one set of possible values to be displayed
Setup:
Preferences:
Company Tab: - Activity Log Tab
 Hourly Pricing Setup:
Removed Default Hourly Price / Price / Rate fields
New Added option for selecting whether the Start Time or End Time of the Activity is used for finding the Price. If Start Time is being used, then the only prices that could be selected would be those where the Activity Start Time falls between the Price Start & End Times or where the Price does not have a Start & End Time. Same logic if Activity End Time is used instead.
 Credit Tab
New Added new Credit Tab which allows for configuring the Auto Apply credits to only be applied to specific Activity Types
 General Tab
New Added "Code Table QuickAdd Case" default fields to be used in setting the case of the Code and Description when Quick Add is used
Pricing - New Module
Redesigned & Enhanced Pricing Abilities
Implemented capability to set pricing based on client, and / or provider and / or Activity as well as optionally, activity start and end time and day of week.  Previously prices could only be set based on client or provider or activity not allowing a combination.
How Prices Are Selected - Order Of Precedence:
                        1 - Client, Activity, Provider match
                        2 - Client, Activity match
                        3 - Client, Provider match
                        4 - Activity, Provider match
                        5 - Client match if includes either start time and/or DayofWeek
                        6 - Activity Flat Rate pricing / Per Item Pricing
                        7 - Client match without start time or DayofWeek
                        8 - Activity match
                        9 - Provider match
                        10-All IDs are blank
 The above combinations, as they are evaluated also have the precedence of:
1 - Start/End Time and DayofWeek match
2 - Start/End Time only match
3 - DayofWeek only match
 4 - Price Start/End and DayOfWeek are blank
New  Added ability to print report from this screen which will include whichever records are currently shown in list
New Added "Global" option to Filter drop down. When selected, the only prices that are shown are those with no Client, Activity or Provider Specified
New Added "Removed Only" checkbox so that a user may review prices that have been removed
Groups
New  Added new module for creating custom groups. Currently, only groups of Clients can be created. Other group types may be added in the future.
Clients can be added to a group via this module or via the new Client - Personal
Demographics - Groups screen
Code Tables
New Added "Change Case" button which allows user to modify the case of the selected table(s) code and/or description and set to either "Proper", "UPPER" or "lower"
User - Remote
New Added option to "Enabled Backup" prior to synch. Previously this was done automatically which has been found to greatly increase synch times over VPNs. Now, it is optional.
Reports
 Aged A/R
New Added Invoice Date, Statement Date to criteria
Renamed "Aged A/R By Activity Date" to "Aged A/R" because the reports are capable of aging on Activity Date, Invoiced Date, and Statement Date
Payment Financial Listings
New Added Write-Off Type and Write-Off as criteria
New Added new Write-Off specific settings to Easy Print
Payment Analysis
New Added Write-Off Type and Write-Off as criteria
Face Sheet - Medications
Modified so that meds with an ending date in the future will display
Modified to display Physician Name, Physician Phone, Date To End (if any), and Generic Med Name
Physician, Referral Source
Changed default sort to be by Last Name.  Note that clicking on the column headings will sort by the new column selected.
Client Summary
 New Added ability to sort/filter on Group Name field
Responsible Party Lookup
Changed default sort to be by Last Name. Note that clicking on the column headings will sort by the new column selected.
Attachments
Modified "Word Merge" template to show all types, not just Word documents. If a non-word doc is selected, then it just opens, no merging is attempted.

Clients
Personal Information - Billing Tab
Redesigned Price configuration to work with new Setup - Pricing.
1 - There is now just a list showing any custom prices for current client and if the client has no custom prices, the list will be blank, with no columns.
2 - There is also a button "Manage Prices" which allows the user to jump to "Setup - Prices" with it pre-configured for the current client.
3 - The list does not show all available columns as are shown on the Setup - Prices form. Instead, only those columns which have information are shown. If a client does not have a custom "Flat Rate" price, that column will not  be shown, etc...
4 - If a User does not have rights to see Financial Data, the list will be blank and both the list and the "Manage Prices" button will be disabled.

Billing
Invoicing Tab
Changed "Batch" Labeling to "Queue"
Review Invoices Tab (formerly Maintain Invoices)
New Added option for reviewing "Current Batch" which are the invoices currently waiting to be printed
New Added "Refresh Button" so that when changing dates, nothing is loaded until button is pressed
New Added "Edit Activity" button which will open the Activity Log and start the editing of the currently selected Activity for the currently selected invoice. All other activities for the invoice will also be available for editing.
New Added "Queue Invoice" button to allow for adding an invoice to the Print Queue - this is equivalent to using the "Queue Old Invoices" tab
Process Invoices Tab
Print Invoices Queued Tab
New Added button to "Clear Print Queue"
Queue Old Invoices Tab
Changed "By Last Print Date" option to "By Invoice Date"
Add'l Charges Tab
New Added new tab for creating Interest  and / or Billing Charges
Interest Fees Tab
New  This will create an interest or finance charge activity on client’s outstanding overdue balances.
Billing Fees Tab
New This will create a billing fee activity for each client statement or invoice.

Payments
Credits Tab
New Added "Retainer" checkbox
Changed "Exclude From  Auto Application" checkbox to be "Auto Apply" dropdown. This allows selection of :

All Activities - Credit will auto apply to any Activity
No Activities - Credit will not be auto applied
Selected Activities - Credit will auto apply to only those Activities which have a type which has been configured under the Preferences - Credits screen
New Added Client ID and Invoice # to filter
Review Totals Print
New Added new option to print "By Invoice, By Check" which will total up the payments by check # by invoice so you can see how much was paid on each invoice by check #

Assessment Reports
New Added options to allow to show or not  show a line above the Goal and/or below the plan when including the Care Plan on the reports
New Added new "Care Plan Only" report

ToDo Module - New ToDo - Alerts Setting
Modified When an Private Alert is created for a ToDo which has a UserID different than the user entering the ToDo, the Alert will now show for the specified User instead of the user entering the ToDo

Add-Ons
            QuickBooks
Setup Activities / Items....
Modified so that the QB List of items will now include Items of type "Other Charge" along with those of type "Service"
Activities Export
When exporting on Hourly Based systems, if the Quantity (rounded to 2 decimals) * Rate is not equal to Fee, then the CMP will try Quantities of to 3 places, and then 4. If none work, then the Rate will be set to the Fee and Quantity will be left blank, the way it worked previously
Activities
Regenerate
New Added Client ID and Invoice # to filter

Version 5.8 Highlights

Payments
Review
Totals
 Print
New Added new option to print "By Invoice, By Check" which will total up the payments by check # by invoice so the client can see how much was paid on each invoice by each check #
Billing
Invoicing
Changed "Batch" Labeling to "Queue"

Review Invoices
New Add "Queue Invoice" button to allow for adding an invoice to the Print Queue - this is equivalent to using the "Queue Old Invoices" tab

Process Invoices
Print Invoices Queued
New Added button to "Clear Print Queue"

Queue Old Invoices
Changed "By Last Print Date" option to "By Invoice Date"

Payments
Credits
New Added "Retainer" checkbox
Changed "Exclude From  Auto Application" checkbox to be "Auto Apply" dropdown. This now allows selection of All Activities - Credit will auto apply to any Activity
No Activities - Credit will not be auto applied
Selected Activities - Credit will auto apply to only those Activities which have a type which has been configured under the Preferences - Credits screen

Preferences
Credit Tab
New New tab which allows for configuring the Auto Apply credits to only be applied to specific Activity Types

General Tab
New Added "Code Table QuickAdd Case" default fields to be used in setting the case of the Code and Description when Quick Add is used

Reports
Payment Financial Listings
New Added Write-Off Type and Write-Off as criteria
New Added new Write-Off specific settings to Easy Print

Payment Analysis
New Added Write-Off Type and Write-Off as criteria

Setup
Code Tables
New Added "Change Case" button which allows user to modify the case of the selected table(s) code and/or description and set to either "Proper", "UPPER" or "lower"

Providers
New Added ability to exclude from QuickBooks interface

Activity
New Added ability to exclude from QuickBooks interface

Payment Type
New Added ability to exclude from QuickBooks interface

Write-Off Type
New Added ability to exclude from QuickBooks interface

User
Remote
New Added option to "Enabled Backup" prior to synch. Previously this was done automatically which has been found to greatly increase synch times over VPNs. Now, it’s optional

Assessment Reports
New Added options to allow to show or not show a line above the Goal and/or below the plan when including the Care Plan on the reports
New Added new "Care Plan Only" report

Reports
Face Sheet

Medications
Modified so that meds with an ending date in the future will show
Modified to display Physician Name, Physician Phone, Date To End (if any), and Generic Med Name

Add-Ons
QuickBooks
Activities

Regenerate
NewAdded Client ID and Invoice # to filter

Payments
New Added Client ID and Invoice # to filter

Physician, Referral Source
Changed default sort to be by Last Name.  Note that clicking on the column headings will sort by the new column selected.

Responsible Party Lookup
Changed default sort to be by Last Name. Note that clicking on the column headings will sort by the new column selected.

 Billing
Maintain Invoices
Changed named to "Review Invoices"
New Added option for reviewing "Current Batch" which are the invoices currently waiting to be printed
New Added "Refresh Button" so that when changing dates, nothing is loaded until button is pressed
New Added "Edit Activity" button which will open the Activity Log and start the editing of the currently selected Activity for the currently selected invoice. All other activities for the invoice will also be available for editing.

Add'l Charges
New Added new tab for creating Interest And/Or Billing Charges

Interest Fees
This will create an interest activity for each client that has activities that have been invoiced (or billed on a statement -option selected by user) equal to or longer than the "# Of Days" entered, the activity has a balance, has not been "removed" and is not set as unbillable.

If the "Calculate by Month" is used, then the yearly rate is divided by 12 and multiplied by the Balance and the # of months from either when the activity was invoiced (or billed) or the last time the activity was used in creating an Interest Fee Activity. The # of months is calculated as a simple difference of months between the, for example, month invoiced and the current date. If the activity was invoiced on October 28 and the current
date was Dec 3, that would be 2 months, even though its only 36 days.

If "Calculate by Days" is used, then the yearly rate is divided by 365 and multiplied by the Balance and the # of days from either when the activity was invoiced (or billed) or the last time the activity was used in creating an Interest Fee Activity. The # of days is calculated as a simple difference of days between the, for example, date invoiced and the current date. If the activity was invoiced on October 28 and the current date was Dec 3, that would be 36 days.

The client billing tab has added options for either disabling the Interest calculation for a client or for specifying a different yearly rate.

The Audit Log for each Interest Activity will show the calculation used to create the Fee. The Audit Log for each Activity used to create an Interest Fee will indicate how much it supplied towards that fee.

Billing Fees

This will create a billing fee activity for each client that has not had a fee created equal to or longer than the "# Of Days" and has Activities that have a balance, have not been removed, are not set as unbillable and, if selected by user, have not been invoiced (or billed on a statement - option selected by user).

The client billing tab has added options for either disabling the Billing Fee calculation for a client or for specifying a different fee.

The Audit Log for each Billing Fee Activity will show the calculation used to create the Fee.

Version 5.5.x Highlights

Activity Log
New Added new user option to control whether a user is allowed to modify an activity once it has been invoiced
New Added new "View Audit Log" button
Starting with this update, any changes made to an Activity on the Activity Log screen will be tracked in an Audit Log table. Clicking this button will allow the user to view the audit history of the selected Activity. The button will only be enabled if the Activity has any records in the table

New Added Preference "Allow & Warn When In Future" can now be set to warn users when they enter a future activity date and allow them to continue.
If this preference is not checked, the user will no longer be able to enter a future date.
New Added Preference “When Not Within”
This preference can now be set to warn users on entering a date older than the number of days they enter into the field. If not checked, no verification of date is provided.

Clients
Modified Security processing to allow a user who is not allowed to modify client data to be able to use the Modify button to review data but not the Update button to save any changes they may have made

Setup
User
New Under Security tab - Activity Log, Added new option for "Allowing Modification of Invoiced Activities"

Code Tables
New Added "Change Case" button which will allow a user to modify the case of an existing code

Preferences
External Programs
New Added new @PolicySuffix argument to allow for either the Policy # or the Policy # Plus Suffix to be sent

Reference Tables
All Setup forms will now allow for the ID to have its case modified

Activities
New ADMIN Users are now able to reactivate "removed" activities

General Contacts
New Added New Facility and Attorney Categories

Client
Authorizations
Corrected issue with sometimes a selected General Contact not filling in data fields

Demographic
Changed "Cell" to "Alt Phone" and added Alt Phone Type field next to it
New Added Marital Status field next to Spouse

Reports
Activity Analysis
New Added Item Count

Preferences
Printing
New Added option to disable "Show Item Count"

Clients
Modified Security processing to allow a user who is not allowed to modify client data to be able to use the Modify button to review data but not the Update button to save any changes they may have made

Demographic
Changed "Cell" to "Alt Phone" and added Alt Phone Type field next to it
New Added Marital Status field next to Spouse
General
New No longer require Codes, Types, and Categories to be Upper Case

Setup
Code Tables
New  Added "Change Case" button which will allow a user to modify the case of an existing code
Reference Tables
All Setup forms will now allow for the ID to have its case modified

Client
New Added DOD to criteria

Setup Preferences
External Programs
New Added new @PolicySuffix argument to allow for either the Policy # or the Policy # Plus Suffix to be sent

Reference Tables
All Setup forms will now allow for the ID to have its case modified

General Contacts
New Added New Facility and Attorney Categories

Preferences
Billing – General
New Added "Envelope Address Alignment" checkbox which, if checked, will add enough lines to have the address on Statements / Invoices show properly within a #9 envelope address window
New Added "$0 Fee Formatting", "Print "NO CHRG" which if checked will print "NO CHRG" for Fee / Balance on Statements/Invoices

Invoicing
Maintain Invoices
Invoices with no activities attached will now show in Red
New Invoice List now includes columns for Curr Fees and Curr Bal, which would be the current fee total and current balance total for activities still attached to the invoice

Reprint Invoices
Corrected problems with Lookup Invoices not sorting properly on Invoice # and Date Printed
If invoices do not have any activities, they will no longer be counted in the batch result totals.  If an activity has been removed, it will no longer count in the batch result totals because it is not actually included on the invoice

Invoices / Statements
New Added ability to subtotal by new Activity "Subtotal Type" field.

Setup
Activity
New Added new "Subtotal Type" field to be used when subtotal on Invoices / Statements.

Statements
New Added Printer Setup and Refresh icons to the Preview Window
Invoicing
New Batch New Invoices - Added "Include Old Open Invoices" option. When this is checked, any old invoices which still have a balance will be included with the new invoices. This would be similar to if you Batched New Invoices, printed them, and then Batched Old Invoice with "All Open Option" and printed them.

Preferences
New Added new "Subtotal" tab which is where the user can enable subtotals on either Invoices and/or Statements. Also, a default label can be configured to be used for any activity which does not have a subtotal type.

For example, if a user just wants to separate out "Expense" activities they could add an "Expense" subtotal type to just those activities and leave the rest blank. The blank ones would be given the default label configured here.

Note about sort order when printing. The subtotals will be sorted alphabetically by the Subtotal Type Description - notice that it uses the description not the actual Subtotal Type. Additionally, if the user wants to control the order of the sort other than normal alpha, they would need to use "spaces" in front of the Description when they enter.

For example, if a user just had 2 Subtotal Types of "Service" and "Expense" then normally the Expense subtotal would print before the Service subtotal. To modify this so that the Service prints first, then for the description, there needs to be a space at the beginning like this "Services" whereas Expense would be "Expenses"

Setup – Preferences Assessment (New Tab)
New  Added ability to configure the font attributes of the various Assessment modules components

Client
Assessment
New Added “Plan Of Care” tab to allow entering of a Goal, Plan and Resolution Date.
This can either be entered just once for the Assessment or there can be separate plans for each issue.

Assessment SetUp
New Added ability to "Enable Values" for each issue. If enabled, the user can enter a numeric value for the issues which will then be summed up on the Assessment Summary report. The values will also show on the blank reports.
However, if the "Enable Values" are not checked, then the values will not be displayed on screen or on the reports.

Added “Document Templates”
New This allows an office to store Word Merge Templates within the Database.
The templates can have "Merge Codes" that will be replaced with data from the current client (when accessed from the Attachments Module) and/or from the Office's data (Name, Address, etc.) found under “Setup – Company – Preferences”

General
New Removed Auto login when password is entered. Now requires pressing “Continue” button.
Word Access - Modified so that temp file is now placed in App Folder to correct issue with Vista Home Premium
Corrected issue whereby one user could make changes under Setup – Preferences and then exit CareManager Pro while other users are still in. When they then exit, their settings would overwrite what the first user had changed.

Reports
Activity Analysis
New Added Activity ID to available fields for sorting and filtering.
New Added Activity Type to available fields for sorting and filtering.

Client Summary Listing
New Added DOD (Date Of Death) to available fields for sorting and filtering.
New Added Active to available fields for sorting and filtering. When using to Filter, “Yes” / “No” are appropriate values.
New Added Active as last column to display on report.
New Added line to separate records for enhanced readability.

AR Summary / Detail
 New Added Invoice Date to available fields for sorting and filtering
New Added Payment Listing – Summary Report New

Receivables
New Added ability to reconfigure the "Aging Intervals" from standard 0-30, 31-60, 61-90, Over 90 by using new Filter Criteria of Aging Interval. For example, if this was set "Equal To" 10, then the intervals would be 0-10, 11-20, 21-30, Over 30.
New Added ability to reconfigure the aging to be on either "Activity Date" "Invoice Date", or "First Statement Date" by using new Filter Criteria of Aging Type (A/I/S). If this is set "Equal To" A, then Activity Date will be used, I=Invoice Date and S=Statement Date.

Note: If neither of these criteria is used, then the report will function as before.

Attachments
New Attachments will now be stored in the CareManager Pro Database which will allow for the following:
Backing up the CareManager Pro database will also backup all client attachments
Every network user will now have the attachments accessible regardless of where the attachments were originally attached from. This negates the need to configure a network share and making sure all attachments are done using that specific path
Remote Database users will now have access to attachments for their clients and if they add synchronize with the Master DB

New Added ability to attach Word documents for Merging information from CareManager Pro for the current client and for the Office's information. The user, using the new "Word" Merge Button will be able to either select from any Document Templates stored in the Database or to Browse for the Word document.

Utilities Menu
New Added “Word Merge Fields”
This is to be used when creating Word Merge Document Templates. It will display a list of all Merge Codes available and allow the user to "Drag" them into a Word Document - or the user may choose to simply type them
New Added “Open Temp Folder”
This will open the temporary folder that CareManager Pro is using whenever it needs to work with Attachments or Creating and/or Spell Checking Documents.
In the rare instances when the computer and/or CareManager Pro crashes, its possible a file that was being modified but was not yet updated in the database could be recovered from here

New Added “Import Attachments”
This will import into the database any attached document currently accessible to the computer system CareManager Pro is running on.

Setup Users
New Added Backup Folder field. If a User sets this value then, when they do a backup, it will use this location instead of the one under Setup – Preferences
New Security & Permissions. Administrator now can apply restrictions on other users so they can not modify or remove any activities from client activity log set by other users


Version 5.3.+ Highlights

1) Preferences
A) Billing – General
i) Added "Envelope Address Alignment" checkbox which, if checked, will add enough lines to have the address on Statements / Invoices show properly within a #9 envelope address window New
ii) Added "$0 Fee Formatting", "Print "NO CHRG" which if checked will print "NO CHRG" for Fee / Balance on Statements/Invoices New

2) Invoices / Statements
i) Added ability to subtotal by new Activity "Subtotal Type" field. New

3) Setup
A) Activity
i) Added new "Subtotal Type" field to be used when subtotal on Invoices / Statements. New

4) Preferences
A) Billing
i) Added new "Subtotal" tab which is where the user can enable subtotals on either Invoices and/or Statements. Also, a default label can be configured to be used for any activity which does not have a subtotal type. New

For example, if a user just wants to separate out "Expense" activities they could add an "Expense" subtotal type to just those activities and leave the rest blank. The blank ones would be given the default label configured here.

Note about sort order when printing. The subtotals will be sorted alphabetically by the Subtotal Type Description - notice that it uses the description not the actual Subtotal Type. Additionally, if the user wants to control the order of the sort other than normal alpha, they would need to use "spaces" in front of the Description when they enter.

For example, if a user just had 2 Subtotal Types of "Service" and "Expense" then normally the Expense subtotal would print before the Service subtotal. To modify this so that the Service prints first, then for the description, there needs to be a space at the beginning like this "Services" whereas Expense would be "Expenses"

B) Activity Log
i) Added Preference "Allow & Warn When In Future" can now be set to warn users when they enter a future activity date and allow them to continue. New
If this preference is not checked, the user will no longer be able to enter a future date.
ii) Added Preference “When Not Within”
This preference can now be set to warn users on entering a date older than the number of days they enter into the field. If not checked, no verification of date is provided. New

C) Assessment (New Tab)
i) Added ability to configure the font attributes of the various Assessment modules components New

5) Client
A) Assessment
i) Added new “Plan Of Care” tab which will allow for the entering of a Goal, Plan and Resolution Date. New
This can either be entered just once for the Assessment or there can be separate plans for each issue.

A) Assessment SetUp
i) Added ability to "Enable Values" for each issue. If enabled, the user can enter a numeric value for the issues which will then be summed up on the Assessment Summary report. The values will also show on the blank reports. New
However, if the "Enable Values" are not checked, then the values will not be displayed on screen or on the reports.

B) Added “Document Templates”
i) This allows an office to store Word Merge Templates within the Database. New
The templates can have "Merge Codes" that will be replaced with data from the current client (when accessed from the Attachments Module) and/or from the Office's data (Name, Address, etc..) found under “Setup – Company – Preferences”

6) Billing
A) Invoicing
i) Batch New Invoices - Added "Include Old Open Invoices" option. When this is checked, any old invoices which still have a balance will be included with the new invoices. This would be similar to if you Batched New Invoices, printed them, and then Batched Old Invoice with "All Open Option" and printed them. New

7) General
A) Removed Auto login when password is entered. Now requires pressing “Continue” button. New
B) Word Access - Modified so that temp file is now placed in App Folder to correct issue with Vista Home Premium

C) Corrected issue whereby one user could make changes under Setup – Preferences and then exit CareManager Pro while other users are still in. When they then exit, their settings would overwrite what the first user had changed.

8) Reports
A) Activity Analysis
i) Added Activity ID to available fields for sorting and filtering. New
ii) Added Activity Type to available fields for sorting and filtering. New

B) Client Summary Listing
i) Added DOD (Date Of Death) to available fields for sorting and filtering. New
ii) Added Active to available fields for sorting and filtering. When using to Filter, “Yes” / “No” are appropriate values. New
iii) Added Active as last column to display on report. New
iv) Added line to separate records for enhanced readability. New

C) AR Summary / Detail
i) Added Invoice Date to available fields for sorting and filtering New

D) Added Payment Listing – Summary Report New

E) Receivables
i) Added ability to reconfigure the "Aging Intervals" from standard 0-30, 31-60, 61-90, Over 90 by using new Filter Criteria of Aging Interval. For example, if this was set "Equal To" 10, then the intervals would be 0-10, 11-20, 21-30, Over 30. New
ii) Added ability to reconfigure the aging to be on either "Activity Date" "Invoice Date", or "First Statement Date" by using new Filter Criteria of Aging Type (A/I/S). If this is set "Equal To" A, then Activity Date will be used, I=Invoice Date and S=Statement Date. New

Note: If neither of these criteria is used, then the report will function as before.

9) Attachments
A) Attachments will now be stored in the CareManager Pro Database which will allow for the following: New
i) Backing up the CareManager Pro database will also backup all client attachments
ii) Every network user will now have the attachments accessible regardless of where the attachments were originally attached from. This negates the need to configure a network share and making sure all attachments are done using that specific path
iii) Remote Database users will now have access to attachments for their clients and if they add synchronize with the Master DB

B) Added ability to attach Word documents for Merging information from CareManager Pro for the current client and for the Office's information. The user, using the new "Word" Merge Button will be able to either select from any Document Templates stored in the Database or to Browse for the Word document. New

10) Utilities Menu
A) Added “Word Merge Fields” New
i) This is to be used when creating Word Merge Document Templates. It will display a list of all Merge Codes available and allow the user to "Drag" them into a Word Document - or the user may choose to simply type them
B) Added “Open Temp Folder” New
i) This will open the temporary folder that CareManager Pro is using whenever it needs to work with Attachments or Creating and/or Spell Checking Documents.
In the rare instances when the computer and/or CareManager Pro crashes, its possible a file that was being modified but was not yet updated in the database could be recovered from here

C) Added “Import Attachments” New
i) This will import into the database any attached document currently accessible to the computer system CareManager Pro is running on.

11) Setup Users
i) Added Backup Folder field. If a User sets this value then, when they do a backup, it will use this location instead of the one under Setup – Preferences New
ii) Security & Permissions. Administrator now can apply restrictions on other users so they can not modify or remove any activities from client activity log set by other users New

11) Add Ons
A) QuickBooks Legacy New
i) This is the original QuickBooks export renamed to make room for new interface
B) QuickBooks. This is new interface which communicates directly with QuickBooks databases and has the following features. New
i) If a Client in CareManager Pro does not exist in QuickBooks, it has the ability to be configured to add the Client as a Customer automatically. New
ii) Verify and notify user if an Activity in CareManager Pro is not in the QuickBooks Item List
iii) Activities can be exported either to Payroll or directly to an Invoice. New
iv) Activities External Notes can be exported to the Invoice as either the Item Description or as a note beneath the Item. Neww
v) Payments and Write Offs (Discounts in QuickBooks) may be exported from CareManager Pro to QuickBooks. New
vi) When using Payroll export option, Mileage Activities in CareManager Pro can be exported as Vehicle Mileage entries in QuickBooks (QuickBooks version 2008 or higher). New
(v) When using Payroll export option, Per Item Activities in CareManager Pro can be exported as Item entries in QuickBooks. New


Version 5.0.2 Highlights

1 -Assessment Module New

Added new Assessment tool to create and print customizable client assessments.  The categories and issues have a pre-set narrative wizard to display and print a Formal Assessment or Check-list” (Yes or No) format.  It also allows each assessment to include an opening and/or closing narrative statement as well as the narratives on selected issues.

The new module allow for Viewing and Printing a Formal Assessment with Company header and a Summary without the Company header

2 - ToDo's / Scheduler
Added ability when setting ToDo Alerts to set the Alert Date/Time based on Minutes, Hours or Days NewModified Date Filter on ToDo List to allow for the selection of all Future Appointments, as well as to now manually enter the number of days ahead the user would like to look

3 - ToDo Module / Add New ToDo

Recurrence - Corrected issue where the recurrence appointments started from the day the appointment was being made instead of the day of the appointment

4 - Activity Log
Implemented "Hide Financial" security for the Print Button. Now, if a User has been configured to not see Financial Data, they will only be able to print notes, not the Activities themselves
Allow user to change minutes but choose not to update Fee and still have new value for minutes saved
Added warning to prevent accidentally overwriting a new note by pressing "Modify" instead of "Add" New

5 -Client
Added new Assessment Tab New
Added Cell # to display on Physicians tab New
Corrected issue with Inactive RP being removed from Client even when user asked that it not be removed.
Added ability to print client office visits record from client Office Visits module Print button New
Added New Preference to allow for the reversal of the name from F/M/L to L/M/F on the Demographics Tab and in the Client Lookup New

I6 -nvoices
Configured Invoice document for tri-fold to fit #9 Double Window envelope for mailing. Will display Company / Agency Name and Address and recipients / client
Corrected All Inv Total for when current inv printing is not the last invoices for the client

7 -Forms
Face Sheet
Corrected to use default printer instead of printing to PDF
Added more room for printing Insurance Information fields New
Converted to Verdana Font

8 -Fiduciary
Corrected issue with error which could appear when opening
Corrected issue with information not being filled when a Contact is selected
Added ability to Expand/Contract the lists New
Added ability to include Notes on reports New

9 -Editing With Word
When Word opens, cursor will automatically be focused within Word Document without requiring user to click on document before typing.

10 -Reports
Activity Notes Listing - Added Start / End / Duration / Date Entered New
Case Note Listing - Added Case ID and Case Category criteria New

11 -Care Plan
Corrected issue with Copying in Master/Remote databases

12 -Statement
Configured to fit and fold for #9 double windowed envelope.  Will display Company / Agency Name and Address and recipients / client’

13 -Backup – Database Utilities
Added ability to backup multiple folders (for example, attachment folders) which copies the specified folders to the same location as the database is backed up to New
Added ability to modify the backup location at the time the backup is started, instead of having to modify through Setup - Preferences New
Added ability to modify Backup File Name New
Modified so that the Backup File Name is now just name of original db plus "...-bak", removing the Date portion of the name and added warning that user will be overwriting a previous backup.

With this modified features you will no longer accumulate multiple dated copies of your backup database file.  You need only to have the most current.

14 -Load DB Fix
This is now "Load New DB" New
Added ability for it to detect a non-compressed replacement DB. This is for clients whose email automatically unzips files when downloading.

15 -Load Misc Fix
This is now "Load Misc Files"

16 -Provider Pricing Setup for Premium Rate After Hours Service Service (Nights / Weekends)

Enhanced Setup to allow “variable” pricing structure by provider.

Once provider rates based on business or premium hours are set then any activities entered by providers in the Activity Log will factor in with the appropriate rate based on the day (Sat / Sun and after 5pm to 8:549am during the weekdays or “Standard” rates for regular service hours will automatically calculated to add into the client’s Activity module when adding billable services

17 -Synching (for Remote Database Users Only) New
Added ability to synch to "zip" remote db files
1) Remote user creates compressed file, "YPHMHCD1-003-0ut.zip", using "zip to desktop"
2) This file is sent to master computer and placed in synch location selected at time of setup (i.e desktop, or a filed in My Documents folder or another designated folder, etc.)
3) Master user runs synch and compressed file is unzipped, synch is performed, new compressed file (YPHMHCD1-003.zip) is created, original compressed file from remote user is removed as is the unzipped synched db (YPHMHCD1-003.mdb) leaving only the file that has to be sent back to the remote user
4) The remote user saves to desktop and then uses "Load New DB" to install

Version 4.4.8  Highlights

1. Preferences
Clients - Added option to allow for selection of any contact instead of just General Contacts New
Clients - Added option to export and display Responsible Party data into Client Contacts module New
Billing / Statements - Added option to "Hide Write Offs" when including Payments
2. Client - Personal Information - Demographics
Now can remove Resp Party and Referral Source using "Del" or "Backspace" keys New
3. Setup - Responsible Party - When deleting Responsible Party, user will now be prompted as to whether to automatically remove the RP from any clients to which it is attached
4. Activity Log
Fixed refresh of Tooltip totals
Removed Activities can now be edited, though no changes will be saved, to allow easier viewing of the removed information and notes
5. Note fields – Following Modules - Modified to be Format-able with “mouse right-click” to select Spell Check, Edit, and Edit with MS Word New
Allergies - Assistive Item – Authorization - Care Plan - Case Notes - Client Contact - Employers
Family Medical History - General Contacts – Hospitalizations – Immunizations - Insurances
6. Care Plan Tab - Redesigned To:
Added "Resolution Date" field New
Added "Goal" note field New
Added button to allow the copying of a Care Plan to a new date New
Allow for Expansion / Contraction of List New
7. Redesigned the following modules / tabs to allow for Expansion / Contraction of List / Grid New
Allergies - Assistive Item – Authorization - Care Plan - Case Notes - Client Contact - Employers
Family Medical History - General Contacts – Hospitalizations – Immunizations – Insurances
8 . Setup User - Security - Activity Log - Added option to allow user to modify export Activities. If this is not set the user will not be able to save any changes to an activity that has been exported New
9. Forms - Face Sheet - Corrected RTF formatting being displayed for some notes
10. Payments / Credits - Fixed refresh issue on Payment tab when credits removed from credit tab
11. QuickBooks Export
Corrected issue with exporting Item Activities
Disabled "negative batch id check"

Version 4.4.0  (8/1/06)

1 - Billing - Added ability to select Date of Invoice New
2 - Check Spelling and Editing function - Added to Note fields on Physicians, Office Visits and Medications modules New
3 - Date fields - All modified for ease of use
4 - Easy Select Lookup - Enabled  on ID data fields New
5 - Face Sheet - Modified graphic look for improved legibility
6 - Item Price - Added display on Activity Lookup listings New
7 - Office Visits module - Modified to enter expanded data and interface to ToDo / Calendar module to schedule
8 - Physicians, Office Visits and Medications modules - Redesigned for expansion / contraction of Listing / Grid New
9 - Time Fields - Modified to allow entering of either or both times in 12 or 24 hour (military) time entry New
10 - User Setup Option - Added option to select 12 Hour (am/pm) format  New

Version 4.3.5  (7/17/06)

1- General Contacts
Modified General Contacts Report to allow for inclusion of the clients associated with each Contact. This is implemented by
adding new Filter Criteria "Show Clients"
Added 2 new "Easy Print Settings", "Active Contacts - Including Clients" and "Active Insurance Contacts - Including Clients"
2 - Setup User
Added "Reset Password" button which will allow an ADMIN user to reset a "forgotten" password and then enter a new one New
3 - Client Data
Client Contacts - Added new setting under "Setup - Preferences - Client Data" to allow for the inclusion of the Responsible Party in the Client Contacts list. NOTE: to edit the Responsible Party, you will still need to go to "Setup - Reference Files - Responsible Party" and to remove from the client, you will need to remove from "Personal Information - Demographic" screen New
4 - Physician's / Medical Office Visits Record
Modified Office Visit Note to be Format-able, Spell Checked and Word accessible New
5 - FORMS -
Added new Office Visit report to Forms - Listings providing ability to quickly print a listing of all client's physician's /medical office visits showing narrative overview of the what office visit was about. New
6 - Invoices and Statements
Added new "Price" option to the configurable columns on the Invoice and Statement New
7 -What's New Release" notice
Modified the "What's New Release" to only show once for each user and then to disable itself automatically
8 - Full "Remote Database" functionality for Synchronization to the Master Database of new data

Now, in addition to the Activity Log, Case Notes and ToDo modules we've added the following modules for synchronization:

*This upgrade provides client / users who maintain their "Master" database file on their office PC Desktop and desire the flexibility to work in the field or on the road "detached from their master DB and have a full "copy" (or "remote database") with access to all client data and records. 

Also included for synchronization are new entries on the Contacts module, Responsible Parties, Code Tables and References Tables entries. 

New data can be entered on the “remote database file” and when the laptop or remote computer is reconnected to the Master PC at the office you can “synchronize” the new data.

Note:  New Case / Clients records MUST still be created directly on the Master computer database as does generating Invoices and posting of any payments.

Remote Database feature requires an add-on license.  License fee - $200.00 each - 5 License Bundle - $500.00
For additional information - call Sales toll free (888) 669-9697 Ext 3

Version 4.2.0 thru 4.2.3 (5/4/06)
1 - Setup Activity - Added ability to configure the Activity to be Auto WriteOff
2 - Activity Log - If selected Activity is Auto WriteOff, then Balance will be automatically written off when the new activity is saved

3 - New Reports:
Added Financial Listing, Item Activity Log List report View & "How-to"
Added "Reference Listing" report type
Added "Reference Listing" Reports (Selections):
1 - Activity Listing
2 - Provider Listing
3 - Medication Listing
4 - Payment Type Listing
5 - Write-Off Type Listing
6 - Responsible Party Listing
4 -GCM Recertification Reporting Feature - What's New View or Print PDF
Ability to set up billable Activity with # of items, e.g. mileage, per page copy or faxes, etc. and simply enter the appropriate # on the Activity Log module for end-of-month invoicing. New
5 - Per Item Activity ID Setup (Mileage, Copies, Fax Pages, etc. What's New View or Print PDF New
a - The ability to create a “peer review” report for the GCM Recertification requirements using clients services and activities time to record your required documentation for GCM review.
b - The enabled feature is on the Activity module.
c - You can select your categories,, e.g.,Case Review ,Supervision of Clinical Skills, Clinical Employee Supervision and Consultations.
d - You can, seamlessly provide dates, duration in hours and minutes and narrative data for GCM Reports submission.


Version 4.1.0   (3/15/06)

Activity Log / ToDo -
Modified Hr:Mn entry to zero fill as prefix - in other words, if user types "11", it will be entered as "00:11" instead of "11:00"

Credits & Payments - Summary – Overview; New

Allows uses to enter a payment without applying it to a activity (a credit).  
Allows option as to whether to include credits on the statements / invoices.
When entering an activity - an option to auto apply the credit to pay it off.
When entering payments -  an option to use the credits to make the payment.

1 - Setup User - Added new Security - Credits Tab for configuring some Credit behavior - Left 1 option on the General - Options tab
2 - Added ability to apply Credits on the Add Payments tab New
3 - Added ability to auto apply credits when adding in new Activities (This is configured Setup User - Security - Credits) New
4 - Added option to Credits to prevent a specific credit from being used in the Auto Apply New
5 - Added new fields to Activity Log and Payments to track Date Removed and User ID of who removed them. These will be displayed when reviewing Removed Items (display is currently for payments only) New
6 - Modified Review Payments to allow for Modifying / Removing multiple payments. When payment(s) are updated, the Totals tab automatically reloads

Reports
1 - Update Payment Listing Report to work with new Payment Module and to include Write-Offs
2 - Added 2 new reports only available from the Payment Totals tab New
If a Payment Type of Type "check" is used and check # is left blank a warning will be given
3 - Added Credit Listing report (also available from Payment - Credit Tab) Ne
4 -Added Client Balance Listing to Financial Listing Reports New

Client Listing
Added criteria Birth Day, Birth Month and Birth Year New

Activities
Corrected issue with setting date range and using lookup not triggering the load of activities

(NOTE: until the credit entry is finished, the info on this report is just a place holder for where it will show)

Client Data - Medical History Checklist

Modified Note to allow  for unlimited size and modified Form to display the entire Note

Invoice / Statements

1 - Modified to allow Activity Description to "grow" to a 2nd line if longer than can be displayed on one
2 - Added a separator line between Activities - also, added Preference under Billing-Invoice, "Hide Separator Line" for those clients who do not want the line - Invoice Only New
3 - Added new "Unit Time" column value which will print in Hr:Mn format the total time as based on the number of units New

Face Sheet

Added Care Provider Phone # to print next to Default Care Providers New

Tool Bar Icons –

1 - Removed DropDown from Client Toolbar button - added "New Client" button to client lookup
2 - Removed DropDown from Print Toolbar button - added "Print Blank Forms" checkbox to the Forms Tab
3 - Removed Dropdown from Billing Toolbar button and merged Statements and Invoices into new Billing form

Clients

Client Lookup - Modified Client Lookup to display all clients with the client last accessed by the user highlighted so they can just press enter for that client, or start typing last name of a new client or just dbl-click in the list  Also, added button to switch back and forth between the Simplified and Advanced forms of the Lookup screen

Database Utilities
1 - Added "Compress / Repair" button to DB Utilities - this will make a db smaller (Preferred went from 90 to 19mb) as well as (probably) repair the invalid db errors New
2 - Added warning to DB Zip Utils if zip and unzip files are not installed New
3 - Modified Copy to be "Zip To Desktop" which will zip the selected db to the desktop with "-Out" appended to the name (YPHMHCD-OUT.ZIP)
4 - Added "Load DB Fix" which will unzip from the Desktop a db fix file named as this sample (YPHMHCD.ZIP). It searches for the fix file based on the DB selected in the list New
5 - Added "Load Misc Fix" will unzip from the Desktop a file called CMPFix.Zip to the Application folder. If they are multiple user without network setup, they would need to install this zip on each WorjStation New

Face Sheet
1. Rearranged headings to allow for larger addresses to completely show
2. Added separator lines between sections New
3. Modified Hospitalizations, Office Visits and Physicians sections to print both Practice name and Physician if both
are present
4. Added Case Information, Default Providers and Responsible Party to the Preferences for controlling which sections
are visible New

Client Data - Personal Information
Transformed HIPAA tab into more generic Authorizations tab allowing the entry of either contact info particular to that client or the selecting of a pre-existing record in the Contacts Module

General Contacts
Changed Referral category to Referral Source category

ToDo List
Added 2 new options to Date File - + 14 days and + 21 days New=

Login
1 - Changed DB Link button into Tools Icon
2 - Changed database to combo box for selecting new db to logon to so user does not have to go to links - though selecting on links still works

Case Note ListingMade more room for note to print by removing Modified User and Date info

Client Statements
1. Corrected to print in order by Last Name, First instead of just First
2. Added Preference to format Provider - ID, Name or Suppress New
3. Case ID label will not print if Case ID is blank
4. Added Column Preferences to allow user to configure which items will print in the 4 columns on the right side of the invoice. The columns are numbered from the outside in (Col 1 is one closet to the edge). These columns can be set to Balance, Fee, Hr Mn, Units, Rate or BLANK. New
5. Added Preference for when including notes to allow for note width to be set to short. This will prevent the note from printing under the columns - additionally, if the width is set to short, the size of the note will grow if there are blank columns New
6. Increased Font Size to 11 New

Implemented Fiduciary Modules
Added new toolbar button for Guardianship. This has to be enabled under Setup - Preferences - Guardianship. When enabled, the Web Links button is moved to a menu item called Web Links and the toolbar button is replaced with the Guardianship button New

Fiduciary Modules New
Tracking and Documentation of Client Financial & Property Data
1. Banking
2. Investments
3. Personal Property Inventory (Running Transaction List which tracks the previous location of each individual item)
4. Income Sources
5. Real Property

Toolbar - Client Lookup
1 - Implemented new lookup for toolbar buttons – Now when you click the Client Icon or other Tool Bar icons to open the task modules (ToDo, Activity Log, Attachments, Forms) it automatically looks up the current client for the user - the Last or Current client accessed name will appear listed in large box and highlighted in the lower field “Last Name”.

Simply press the Enter Key to open the case module or otherwise, just start typing the last name of the client they want - this replaces the "drop-down " Previous / Lookup entries - consequently, the only drop-down menus left are those relating to something other than selecting a client
2 - Pressing the Backspace (or Delete) Key to remove (blank) and ALL your clients will be displayed in the listing

 Activity Log
1 -Modified Print button to allow printing of Activity Log Notes listing reports
2 - Modified Started and Ended time fields. Removed checkbox and now when typing the hour, will auto-advance to minutes
3 - Modified Hr:Mn field to remove up-down arrows and to auto-move to minutes similar to Started field
4 - Modified Date fields to auto advance from month to day to year
5 - Modified Activity field to be in-place list - typing brings up item as user types - can press same first letter multiple times to cycle thru different items starting with that letter - can press F4 or click with mouse to get drop down list - can still press F2 or binoculars for normal lookup.
6 - Additionally, when doing a lookup, there is now a new button to allow users to add new activity "on the fly".
Note: binoculars now have light blue background to denote this field is different than standard lookup field
7 - Modified Provider ID field to work as the Activity ID field
8 - Modified Unit Price / Hourly Price to work with new multiple Provider Pricing.
If the pricing is based on Provider and the provider has more than 1 price entered, then the field will become a drop down selection of all of the provider’s prices.

Additionally, if the prices are configured for Day Of Week
And/Or Start and End Times, it will attempt to chose the correct price based on these settings

Payments - Quick Pay
Added Check Number field New

Setup Provider
Added new Price tab which provides the ability to have multiple prices configured for providers - and these can be configured for day of week and/or start and end times. New

Setup User
Added Preference to allow user to hide specific tabs / modules and / or specific sub-tabs / modules under Personal Information

Invoices
Modified to print in order by Last Name, First Name, Date instead of by ID, Date
1. Added Preference to format Provider - ID, Name or Suppress Case ID label will not print if Case ID is blank on Client Demographic module New
3. Added Column Preferences to allow user to configure which items will print in the 4 columns on the right side of the invoice. The columns are numbered from the outside in (Col 1 is one closet to the right edge). These columns can be set to Balance, Fee, Hr Mn, Units, Rate or BLANK. New
4. Added Preference for when including Notes to allow for note width to be set to short. This will prevent the note from printing under the columns - additionally, if the width is set to short, the size of the note will grow if there are blank columns New
5. Increased Font Size to 11 New

General
Replaced all occurrences of Care Provider with Provider in both the program and the reports
(Care Provider ID fields now display as Provider ID for generic reference)

Documents
Added new "HIPAA - Vendor Confidentiality Agreement" document to Misc Category New

Client Data
1. Medical History - Changed "Worn Glasses" to "Corrective Lenses"
2. For all categories, there is now a category "Other (See Note Below)” item
3. When minimized, the icon will now show part of the client’s last name

Print
 Listings - Added new Assistive Items / Conditions / Diagnosis report. New

New “Add-On” Interface Available for Time Logger Software Users
Added new Alt ID field for use with TimeLogger Import New

Setup Activities
Modified so that if Non-Billable setting is changed will prompt to update all activities in Activity Log to the same setting

Payment Reports
Added Check # as Sort/Filter criterion New

Reports
Added new Responsible Party Label report

Payments
1 - Corrected issue with check # being lost when payment is modified
2 - Modified Date fields to auto advance from month to day to year
3 - Modified Payment Type field to work in new fashion

Attachments
Invoicing
Print Case Notes
Statements
Modified Date fields to auto advance from month to day to year

ToDo
1 - Modified Date/Time per previous forms
2 - Corrected some issues relating to errors in editing ToDO and in Recurrence
3 - Modified some lookups to be of the new form

Reports - Activity Notes Listing
1 - Added Provider ID New
2 - Corrected formatting issue which allowed large gaps of white space
3 - Added line separators New

Documents-Last Will and Testament
Corrected issue with it not displaying

External Programs
Added new Preference option which allows an office to configure a CareManager Pro menu shortcut to run another program from within CareManager Pro New

Personal Information - Office Visits
1 - Modified to display in descending order by date
2 - Modified the grid such that clicking the column heading will reorder list by that column
3 - Modified Face Sheet such that the visits will print in descending order by date

Version 3.0.1  (8/05)

Ø  Added to the Activity Log grid, the capability for Individual Users to rearrange, resize, and hide/unhide columns and for the configuration to be saved for that particular use New
Ø Implemented the ability for offices with multiple databases to have different logos for each database New
ØImplemented ToDo Recurrence New
Ø Implemented “Balance Forward” capabilities on Invoices and Statements New
ØImplemented new “Simplified Lookup Window” New
Ø Redesigned the Billing – Statements and Billing – Invoices screens to allow greater flexibility and control over format of Statements and Invoices including the ability to print a comment on the bottom of the Statements and Invoices
ØAdded Add-On for exporting Time Sheet / Payroll data from CareManager Pro to QuickBooks (For details and pricing, call (888) 669-9697 ext 1) New

**You can also display / read / print "What's New" at time of next logon.

Note: The HELP button on the logon "Welcome to CareManager Pro" is for "new" and "demo" users with Initial Setup Instructions

Version 2.8.6   (3/16/05)
1 - Reports
    Personal Information Report - Corrected print display issue of SS#   
    Face Sheet - Corrected print display issue of SS#
    General Contact Listing - Corrected print display issue with Addresses
2 - General Contacts
    Corrected print display issue with Address 2 when edited.


Version 2.8.5   (3/04/05)
1 - Client Data Module
Merged "Children" tab into "Client Contacts" tab New
NOTE: Since Client Contact Type is required, all Children were defaulted to "SON"

2 - General Service Pack / Fixes
Assorted modifications and software maintenance


Version 2.8.3   (2/28/05)
1 - ToDo Module
Corrected Duration defaulting to current Hour:Minute when creating New ToDo

2 - Assistive Items / Client Conditions tab
Changed name to be "Assist. Items / Conditions / Diagnosis"
Modified name in Setup - Code Table
Added Date field - Users can now track by date entries such as "blood tests" results, blood pressure readings, etc New
Modified grid to enable sorting by clicking on column names

3 - Reports
Face Sheet
Modified so that the Case Notes will now print in order by date, from newest to oldest
Added new Assist. Items / Conditions / Diagnosis Item Date New

4 - Personal Information
Added new Assist. Items / Conditions / Diagnosis Item Date New

5 - Client Contact Forms
Modified to include in the tile which form was printed (i.e - ALL, - Family, etc..)
Corrected issue which could cause the field "boxes" to not show when there were no contacts printed.

6 - Activity Log
Added "Future Date" warning to advise user when they accidentally enter a date greater than today New

7 - Login
Made modification to improve login speed on larger databases which was slowed with 2.8.1

8 - Database Links
Added new "Copy" button which will copy the selected database to the user's Desktop to simply access
and sending to Tech Support when necessary New

Version 2.8.0   (2/15/05)

1 - Added New Utilities: New
This enhancement on Utilities resolves a possible, rare or isolated issue if a payment is removed, so it is properly recorded.

Balancing Menu option. - Submenu items:
Verify - This will verify that all Activity Balances in the Activity Log are correct as compared to the original Fee and any Payments added
Print Report - Prints a report of any discrepancies detected by the Verify
Adjust Balances - The Utility run attempts to correct any items detected by Verify. If successful, it will mark the item "adjusted" on the report.

2 - Client Face Sheet
1) Moved Client Name to top of page and now shows on every page header
2) Corrected font issue with Note fields
3) Added Note to print underneath the associated Active Medication New
4) Added Note to print underneath the associated Insurance record New
5) Added Address to Family / Emergency Contacts and moved Note to 2nd line New
6) Added Note to print underneath the associated Physician record New

3 -Activity Log
Made changes to improve performance for clients with large number of activities
1) The log becomes visible instantly while the activities listings in grid are still loading
2) While they are loading, the user may change any of the filter fields and it will restart the load. Or the user may just start entering a new activity without having to wait for the load to finish.
3) Added new Default Filter Setting under Setup - Preferences - Activity Log allows the Administrator to configure how the Activity Log will filter by default upon loading. They can choose to "Include Zero Balances" and can choose between having All Dates load or just that last X # of months, where they specify the number of months back to go. New

4 -Activity Log - Payment Module
Added Invoice # to filter and corrected issue with date filter which could have excluded activities if both dates were the same New
Corrected with Payment Activity Analysis report not showing the "count" of the payments included on the report.

Payments
Merged Quick Pay into main Payment screen. New
Modified to allow much greater flexibility in reviewing a clients payments on screen by adding a filter area allow the user to select which of the payments they would like to see
Added new Check # field New

Added 'Print' button to Activity Log. This will print the Activity Log Listing report based on the filter settings you have set.  New
Added 'Print' button to Payment screen. This will print the Payment Listing report based on the filter settings you have set.  New

5 - Statements
Added display of Check # to Statement with Payments New

6 - Reports
Added new report category, "Financial Listings"  New
To this category added new reports
1) Activity Log Listing
'2) Activity Log Listing With Notes
3) Activity Log Listing (Removed)
4) Activity Log Listing (Removed) With Notes
5) Payment Listing
6) Payment Listing With Notes
7) Payment Listing (Removed)
8) Payment Listing (Removed) With Notes
9) Itemized Activity Listing
10) Itemized Activity Listing With Notes
11) Itemized Activity Listing (Removed)
12) Itemized Activity Listing (Removed) With Notes

7 - Activity Analysis Report - Modified to always show Hours and Minutes.

8 - Client Data Screens New
1) - Merged "Family / Emergency Contacts" module with "Special Contacts" module on new tab "Client Contacts".
2)  - Added Category field which allows for separating them by "Family", "Emergency", "Special". During the merge, all Family / Emergency became category "Family" and the Special Contacts became category "Special". New
3) - Added Filtering capability for the Client Contacts list. New
4) - Added  Fax field New
5) - Added  "General Contacts" tab. This allows to "attach / associate" a "General Contact" from the Contacts module to the Client. New

9  - Add your Logo to Header of Statements / Invoices  New
Added ability to include your own Logo on the header of each of the Statements / Invoices.
In order to enable this feature, the logo must be formatted to a ".bmp" file with dimensions as close to 2.39 inches wide by 1.38 inches high. The file must be named "logo.bmp" and copied into the CareManager Pro folder.

You can chose to have our Technical Support Dept provide this service and formatting for a $50.00 fee. 
Just call Support at (888) 669-9697 Ext 2 for the procedures to convey your logo so the formatting and
implementation can be accomplished.
to View Sample Invoices and Statements with Logos

10 - Forms New
For Formal forms, removed Family / Emergency Contacts and Special Contacts replaced with
Client Contacts - All,  Client Contacts - Emergency, Client Contacts - Family and Client Contacts - Special
Added 2 new listings: Medications Listing - All and Medications Listing - Active - New
Added new Formal: Medical History Check-List - Yes - New

11 - Care Providers - Setup with "Attributes / Skills / Specialties New
Added new "Attributes" tab to Setup Care Provider. This enables the program "Administrator"  to add user defined "attributes" to the Care Provider which can later been seen / searched for in the "Lookup Care Provider" Window. When doing a lookup, you can select "Attributes" as the search field, "contains" as the search type and then enter a partial expression for the attribute they wish to locate (i.e. "spani" for "Bilingual - Spanish") - or the use can visually search the list - New

12 - Lookup Windows
1) Modified such that when you type in the Search criteria box, the list automatically refreshes as the user types. (Removed the Find" button as there is no longer a need for it)
2) Added ability when using "F2" for looking up a record, to be able to type a partial search string in the field prior to pressing "F2" and this will be used to automatically populate the search window New

Version 2.7.4   (1/17/05)

New Spell Check and Editing Feature on specific Note fields New

1 - Note Fields - Added new right-click functionality to the field and modified to allow for formatted text (colored, bold, different font sizes, etc...).
2 - Right-Clicking on the note field will now bring up a menu which allows the user to either 'Check Spelling', 'Edit' or 'Edit with Word'. 
3 - 'Check Spelling' uses the MS Word Spell Checker with all its features.
Both it and 'Edit with Word' will only work if MS Word is installed on the system. 
4 - 'Edit' brings up the Care Manager Pro Editor which allows the user to do some basic formatting. It also has a check spelling option but again, that only works if MS Word is installed.
5 - Added new "Auto Spell Check" option under Setup User to allow for a given user to have the new modified note fields do an “Auto Spell Check” on them whenever the user leaves the field. New
6 - Added new Setup - Preferences - Note tab -  For new formatted Note Fields to set default Font, Font Size, Font Color on new notes. This will not affect any existing notes and only applies to the newly formatted Notes fields as listed below:

NOTE: These changes currently apply only to the following Note fields (with others to be added in future updates):
Activity Log, Attachment, Care Plan, Case Note, General Contact, Payment, ToDo. New

Billing - Statements / Invoices
1 - Invoices – Modified Hours / Minutes field on invoices to Increased width
2 - Added Address 2 (2nd address line) to Statements, Invoices, Client List, Client Labels, Face Sheet & Personal Info Form New
3 – Modified to print in order of time of entry if no start time given for activity   

Client Face Sheet
1 - Modified to add Insurance ID to print next to Company name
2 - Modified Physician area to print Physician Name if there is one, otherwise to print the Practice.

Activity Log
1 - Added  Feature to display the # of activities listed, total fees and total balance as a “tool-tip” by a “mouse-over” of the grid / list New
2 - Added "Internal Note" which will not print on Statements or Invoices New

Misc.

1 - Payment Type Setup & maintenance - Modified Type entry so that it is now user maintainable
2 – Changed “@” on all Lookup fields  to graphic binoculars  New
3 - Changed image of Attachment button on main toolbar New
4 - Added Address 2 (second address line) to Client List, Client Labels, Face Sheet and Personal Info Form New
5 - Corrected error which occurred when the user signed on to Windows 2000 or higher and did not have Administrative rights.

Quick Pay Feature
1 - Added option to pay by Invoice Number New
2 - Added “Payment Note” to Quick Pay screen New
3 - Corrected issue with Quick Pay not always posting to oldest Activities first

Activity Log Notes Report  New
1 - Added (ALL) - Prints both External and Internal Notes
2 - Added (External) - Prints only External Notes
3 - Added (Internal) - Prints only Internal Notes 

Personal Info Demographic Module
1 - Added Address 2 (second address line) New
2 - Added - Default Primary and Secondary Care Provider fields to Personal Information – Billing Tab.  Currently this info is only printed on the Face Sheet New
3 - Added Date of Death field New

General Contacts
1 - Added New Tool Bar Icon button to the main toolbar.  Click to Open contacts module New
2 -Added Phone Ext, Other Ext and Address 2 New
3 -Modified such that when not "Adding on the Fly", if a large number of contacts are being loaded, the user can modify the filter before they finish loading and the filter will take effect
instantly
4 -Modified setup so that when it loads, it defaults to category "GENERAL" instead of "ALL".
5 - Modified General Contacts to display instantly and the user can see as the contacts are loaded for very large numbers in a category.
6 - Added Address 2 to Contact Label and Address 2 and Ext to Contact report New

 Care Plan Module 
1 - Added column click sorting to List New

Reports Module 
1 - Added special codes to Report Module - @Yesterday, @Today, @WTD, @PrevWeek, @MTD, @PrevMonth, @QTD, @PrevQuarter, @YTD and @PrevYear.  The filter on the bottom of the report will show the special code and then in parentheses the date(s) used  New
2 - Added new "right-click" option to Easy Print List – to allow for the adding and/or removing of settings from the list and for viewing of settings which are not currently on the easy print list  New
3 - Added "Case Category" as a criterion for the Analysis and Financial reports  New
4 - Added new Easy Print Settings for the Analysis and Financial Reports utilizing new "Special Codes" of @WTD, @PrevWeek, @MTD, etc.... New

Note:  For those clients NOT on high-speed broadband, DSL or Cable Modem -  EMail Support@caremanagerpro.com  to request a CD ROM. Any questions call Technical Support (888) 669-9697 Ext 2

Version 2.6.2 - (11/17/04)
1 - Help – About CareManager Pro:
Modified "About CareManager Pro" list such that double clicking an the KeyCode, will copy its data to the clipboard for pasting elsewhere
2 - General Contacts:
Rewrote "General Contact" maintenance screen to allow for easier access, viewing and filtering of the contacts.  Use control key Press and hold “Ctrl” – and “G” Key to view new set and functionality – all your contacts previously set up will appear in the new Set up module.  Now you can sort and view contacts by Category and Print a Contacts List.
3 - Set up – Preferences:
Added new preference on General Tab to allow the user to set program to remember the LAST USER ID Entered and to enter and display it automatically on the next logon – “Welcome to CareManager Pro” window. This allows the user to just type in the password which shortens login process.  Especially helpful to Single User License clients.
4 - Database Links:
Modified Database Links grid so when double clicking it "selects" the link instead of "modifying" it.
5 - Control – Key Shortcuts:
Added "ctrl-" key shortcuts to several menu items (these will show next to the item on the menu – Go to File and view new Control Key functions.
6 - Main Toolbar Icon Buttons
Renamed - Access Case to Clients
Renamed – ToDo List to ToDos
Renamed – Activity Log to Activities
Renamed – Print Forms to Forms
7 - ToDo Module:
When modifying ToDos, users are now no longer able to move a ToDo from 1 client to another, or 1 user to another. This was added as a security feature to prevent ToDos "disappearing" from their client and/or user
8 - ToDo Popup Alerts Feature:
When Postponing ToDo, corrected for error which can occur if the ToDo had been completed prior to being Postponed.
9 - Activity Log Module:
Modified Activity Log to preserve Activity Date when adding in new Activities
Corrected issue where the pricing on the Activity Log could be reset to an incorrect value.
The pricing hierarchy now works as follows:
1^st - A Flat Rate on an Activity takes the most precedence
2^nd -  Pricing based on the Client Billing Tab
3^rd - Pricing based on the Activity ID
4^th - Pricing based on Care Provider ID
5^th - Pricing based on Preferences – Activity Log tab
Corrected issue with lookup buttons on Activity Log which could prevent the reading of special prices for Care Providers and/or Activities to override default pricing.
10 - Case Notes:
Modified Case Note entry to preserve Care Provider
11 - Hospitalization Form
Modified "Hospitalization Form" to print in descending Admission Date order instead of order of entry
12 - Personal Information Form:
Corrected spelling of HIPPA to HIPAA
13 - Personal Demographic Module: Billing Tab
Added capability under "Clients" on the Personal Demographic - Billing to
configure prices per Care Manager ID or to still use the old ability to set 1 price for the client that will apply to all care managers
Corrected for error that can occur on Activity Log when using Unit Pricing and having a Unit Price = $0
On Hospitalization Grid, moved the Physician information to the end, past the hospital address to make it clear, the address is for the hospital and not for the Physician
14 - Care Plan Module:
Added ability to Print Care Plan reports from the Client - Care Plan tab
15 - Medications Module:
Added "Active Medications Only" filter to Client - Medications tab. If checked, only Active Medications (those with no Date Ended) will be shown
16 - Client Information "Face Sheet"
Added capability to print a Client "Face Sheet" (with or without Case Notes) combining information from the various modules into a one or two page form.  Click Forms Icon - Select Listings - View and Print
17 - Help  - How-To Documents
Updated the appropriate How-To documents within all folders to reflect new features and functionality

18 - New Add-on Feature – Remote Database Creation and Assignment
Ability to assign and  install a database file to lap top or "home" PC for "off'-network / off-line" data entry of Client Billable Activities, Case / Clinical Notes and Tasks on To-Do / Scheduler Modules and later "synchronize" new data to Master Database

When installed on a Laptop or Home Desktop PC, the remote user can enter new client activities; cases notes on the Case Notes module and modify / complete existing tasks or enter new scheduled tasks on their calendar.

When later connected to the office server, the “remote database” with the new data can be "synchronized” to the Master database and update the client activities, case notes and task on the ToDo module.

The remote user can also zip up the “remote database” and email it to the Program Administrator for synchronization and update of the Master database.

Pricing:
Single-User License $200.00 + Annual Upgrade / Maintenance Subscription $50.00
Five (5) User License $500.00 + Annual Upgrade / Maintenance Subscription $125.00

For additional information call (888) 669-6997 Ext 1 (Sales)

Version 2.5.1  - (09/7/04)
Activity Log Module - Corrected calculation of hours / minutes (Hr:Mn) based on Start / End times entered

Version 2.5.0 -  (08/27/04)
1 - Documents Module - Added new "Release and Consent" rtf document category.
2 - Added 14 new rtf templates / documents / assessments and updated 4 others
See Assessments and Misc. selections on Documents Module
3 - Care Plan Summary Listing - Added Date Entered and Date Modified to report
4 - Set Up Preferences - Added new "Billing Preference" to allow for the showing of Start and End times on Statements / Invoices
5 - Activity Log - Modified so the Start and End Times are now entered in 24hr format.
6 - ToDo List  - Added new functionality to ToDo List.  Now, have the ability to, "when opening", access ToDos by Client, User and Care Provider.  While Viewing ToDos,
a - Added ability to view items for all Users, Care Providers or Clients.
b - Modified date filter to provide more flexibility in quickly selecting ranges for which ToDos to view.
7 -  Adding/Modifying ToDos -  When creating/modifying ToDo's, you may now
a - Select which User, Client and/or Care Provider to assign the ToDo via lookup fields
b - Modified Start Time to be in 24hr format and modified "length" to be in new Hr:Mn format for easier data entry
c - Corrected error received when completing ToDo and adding to Activity Log8 - Setup - User - Added new capability to "Setup - User" whereby you can now configure which Clients a given user will have access to.  Any client with whom they do not have rights will not show up in the "Case Lookup" nor be accessible in "Access Case", "ToDo List", "Activity Log", "Attachments" or "Print Forms"

Version 2.4.8 - 2.4.9  (08/06/04)
Modified program to avoid 534 error on network installations when printing some items under "Print Forms"

Version 2.4.7 (08/05/04)
Modified Statement to correct issue in which some Activities might not be included


Version 2.4.5 - 2.4.6  (08/03/04)
Modified functionality for User Set up


Version 2.4.4 -  (08/01/04)
1 - Added Totals of Units and Hrs-Mns to Standard Statements
2 - Added Units and Hrs-Mns (and totals) to Summary Statements
3 - Corrected Issue with Invoices where preference of whether to show Units / Hrs Mns did not always suppress the items that should not be shown.
4 - Corrected misspelling of HIPAA
5 - Corrected misspelling of User (User) on Setup User screen
6 - Corrected issue on Activity Log where after adding new Activity, if only using Provider Fees, the fee would default back to the global setting
7 - Corrected issue with Payment Screen where the payments listed were not always for the Activity Selected - this could occur when modifying the Activity Filter parameters
8 - Added option to Payment Screen to "Only Include Inactive Payments" to allow users to see any payments that have been removed from an Activity
9 - Corrected minor issues where the Activity and Payment Dates could have had a time element included (which could cause problems with date ranges on some reports)
10 - Corrected Date Sorting on Payment Screen for Activity and Payment grids
11 -  Added "Activity Filter" to Activity Log screen allowing user to select Activities by Date Range, Include Zero Balance, or Include Inactive Only

Version 2.4.1 - 2.4.3 -  (7/26/04)
Resolved issues with Crystal Reports (Error message 515)


Version 2.4.0 -  (7/20/04)
1 – SAVING DATA - In order to alleviate any confusion on “Saving” newly entered data upon closing a module or
the program, we have modified safe-guard message to default to an “affirmative” “Yes” when pressing the Enter Key. This is the “new” message with an “affirmative - Yes” – (either Click the “Yes” button or the press the Enter Key as a default "Yes"
The “old” message with a “negative” “No” to “Save”  and “Yes” NOT to Save no longer is displayed
2 - Database Backup Utility (How To docs #3, 4, 5)
a - Under “Set Up – Preferences” - a new “Backup / Restore” tab for configuring the various default location options
b - Added new Database Backup Utility accessible from the Database Links screen.
c- Back Up Option #1 - this defaults to a "Backup" folder beneath "CareManager Pro" where the backup files will be copied
d - Back Up Option #2 - Another option sets the number of days at which to display a “warning” or alert since the last backup was performed. Once this number of days has been reached, every time the "last" user logged in exits CMP, they will receive a "Backup Warning" screen advising user of the number of days since last backup and allowing them to backup at that point.
e - Back Up Option #3 - The final option just shows the last date the database was backed up - this info is also now available on the "Help - About" screen for a quicker way to check it. It is also where user can set location (either the default location - C” Drive Program File, CareManager Pro folder or removable media) where to copy the files to when backing up
NOTE: With respect to the “Backup Warning”, all users will receive it on first load of this update as none of current users database files will have a backup date

User can either start a backup upon notice (select - Yes), (select - No) to have message appear on the next program opening or check the "Do Not Show This Warning Again" checkbox on the warning screen 
f - Restore Database Utility - Added new Restore Utility accessible from the Database Links screen. This will list all available backup files for the selected database and if the user performs the restore, will first renames the original db being restored to "same name.bak" (i.e. YPHMHCD.MDB.bak") and then copies in the selected backup file where you can set where to copy the files to when backing up - it defaults to a Backup folder under the CareManagerPro folder – (in Programs Files/)
3 - Added ADMINISTRATOR’S NEW SECURITY / PERMISSIONS functionality. (See How To doc #23)
This necessitated reworking the Setup User screen to allow configuring the various security features for each user.
Note: Clients not wishing to implement the new security features, only need to remember that only an "ADMIN" user can add or delete other users. All user already set and new users being set up will automatically be given full access.
a- The first user to login to a Database will become an "ADMIN" user
b - ADMIN" users have access to all areas so do not need their security configured
c - Only the ADMIN users can modify / add other users and their security
d - An "ADMIN" user can create other "ADMIN" users or can create users with a "Standard" role. These types of users can then be configured as to which areas they have “permissions” or access to and what type of access (Add, Modify, Remove, View Only).  
e - The security for the Reports includes the ability to limit which Report Types a User can access, view or print.
4 - Help - How To Documents – Installed in the Help – pull-down selection to open a new folder with How To Documents (MS Word) to assist users in most area of program set up, functionality and use.
5 - Assistive Items Tab – Change to Assistive Items and Client Conditions to allow user to record client’s conditions by user-definable categories, i.e. Diabetes, Cancer, Alzheimer's, High Blood Pressure, etc.
6 - Statements Module – Added ability to View and Print statements with selected “date range”
7 - Statements and Invoices
a - Modified Statement and Invoices Report to now show hours and minutes instead of just minutes
b - Modified so that if there is not zip code entered, nothing prints on the statements and invoices
c - Modified to now print the Client Name over the Client ID if there is an Responsible Party set up for the Client - instead of having the Client Name print beneath each activity description.
8 - Set Up - Users
a - Removed limits on number of users which can be added under Single and Multi-user versions. License limits on “concurrent user” logins remain
b- Create New User - Added check for someone entering duplicate User ID when creating new user
9 - Setup – Preferences
a - Prefill "List All" Automatically - With this checked, when user brings up a lookup window, it will automatically fill as if the user had pressed the "List All" button
b - Disable "Show More" Button - With this checked, the lookup window will fill with all records - not just the first 24 - removing the need for the user to press the "Show More" button.
10 - Activity Log
a - Modified to allow for the entry of hours and minutes instead of just minutes
b - Modified so that when adding new activities, the Care Provider will persist after saving of 1 activity so as to be ready for the next activity to be entered.
c - Modified if the Fee is recalculated, the message used to be "Fee Has Been Recalculate From $$$. “Abort?” It now says "... “Accept" keeping in line with how the "Save Changes" now works.
11 - ToDo Module – Set up New ToDo:
a - Modified so when adding a new ToDo, if no time is entered, instead of requiring it, 12:00 am will be used by default
b - ToDo Module List - Modified ToDo List to allow sorting by clicking on the column heading
12 - Case Notes Module
a - Added ability to print case notes directly from the Case Notes Module instead of having to use the several steps of the Reports Module Listings selections
b - Corrected Date Sort issue on Case Notes List. Also, allowed for rearranging of columns for viewing, though will not keep new settings after module is closed
c - Added Care Provider ID to Case Notes and to Case Notes Detail report.
13 - Case Record Inactive Button
Modified buttons on bottom of Records. Changed "Delete" to "Inactivate". Case record is removed from “Active Case listing in Case Lookup Window but can be “reactivated” when checking the “Include Inactive Records”. Case listing will re-appear in listing and when highlighted, selected and will again be listed with all “open or active cases”
14 - Care Plan Module - Modified so when adding new / next Category, the Care Provider ID will “persist” after clicking “Add”  - so as to be ready for the next Category to be entered for that Care Plan
15 - Care Provider Setup - Added new "Company" field to Care Provider setup
17 - Family Emergency Contacts - Modified data fields to replace "Pager" with "Email". Any information in previously entered in "Pager" data field will be moved to "Email"
18 - Special Contacts – Corrected alignment on Printed Form
19 - Reports - Modified Accounts Receivable, Activity Analysis Reports to show hours and minutes, instead of just minutes


Version 2.3.2 -  (4/01/04)
1 - Corrected Invoice document to display activities / fees line-items with Notes.
2 - Modified Statements and Invoices formatting
3 - Modified Aged A/R By Activity Date - Summary report formatting
4 - Added new Word Document, Initial Assessment under new Assessments category

Version 2.3.1 (3/21/04)
2 - Corrected error which could occur when adding in new Care Plans
2 - Modified the Care Plan Date list to be sorted in descending order

Version 2.3.0 (3/21/04). 
1 - Added on Billing Module - Maintain Invoice Screen, New button which allows the user to add unbilled activities
to an already existing invoice
 2 - Added new criteria to allow for Grouping By Year/Month to the Activity Analysis reports
 3 - Added an Easy Print setting for using the Year/Month criteria to the Activity Analysis Summary report. 
 4 - Corrected issue with Reprint by Date Last Printed not working
 5 - Added in new Invoice Listing - Summary and Detail reports to the "Listings" reports.
 6 - Added in new Payment Analysis - Summary and Detail reports to the "Analysis" reports.
 7 - Added new criteria to Client Summary Listing.  These allow for grouping by Case Opened Year/Month, Case Closed Year/Month, and Case Entered Year/Month and added in new Easy Print settings using these new criteria. This will allow a user to determine for any given month how many new cases were added and/or closed.
 8 - Corrected formatting issue on the print out of Care Plans and Case Note to display full category text and time.
       

Version 2.2.1 (3/1/04)
1 - Added  - "Invoice Activities Thru":______date (s) data field implemented as sorting feature on the Invoicing module
-  Ability to Export Statements / Invoices when viewing
-  Warning about Password field on Logon Window being "Case Sensitive"
-  Totals for Minutes / Units on Normal Invoice
-  Added Minutes / Units to Summary Invoices, as well as totals.
2 - Corrected misspelling of criteria "Religion" and Report Settings -  "User"


Version 2.2.0 (2/7/04)
1 - Added New Report - Reports Module - under Select Report Type -  "Listings" and Select Report  - "Client Summary Listing"  using Expanded Selections and Filter Settings. i.e., select pull-down categories by Case ID, Case Category, Referral Sources, City, State, Zip Code, Gender, Ethnicity, Religion, Blood Type, Case ID, Opened Date, Reason Case Closed and Date of Birth.
2 -  Added new "Assistive Items" tab to Personal Demographic screen and add to print on form as well.
3 - Added new "HIPAA" tab allowing for entering names of people with “client permissions” to allow for e-mailing. Mailing or in any way conveying of records to those so designated with permissions to view medical records. These also print on the form
4 - Added new Note Field to Family Medical History screen and added to print on Form
5 - Added new options for Printing Statements and Invoices Summarized by Activity or new field Activity Type
6 - Added new field Activity Type to Setup Activity screen.
7 - Added defaults to the Preference - Billing tab to control the default behavior of the Invoices and Statements. These can be overridden when user actually goes to print them
8 -  - Modified Medical History Checklist to now allow for selection of 3 value of "Unknown", along with "Yes" and "No" .on selected categories and selection boxes.
9 - Modified Health History Check List record form to reflect these 3 different choices.
10 - Modified Insurance form to include "Note".
11 - Modified Medications forms to include "Note".
12 - Modified Timer on Activity Log more accuracy.
13 - Modified functionality when editing an item the "Add" button becomes "Update".
14 - Modified all areas of Records forms such that the Add, Remove and Modify buttons now write to the database when pressed not when the "Save" button is pressed
15 - Modified Labels printing format.
16 - Modified "Maintain Code Table" to only have a "Close" button instead of the "Save" and "Cancel”.
17 - Modified Activity Log such that Activity Flat Rate Pricing overrides Case Pricing
18 - Corrected issue with how Company Zip Code was being saved."Save" now only applies to the Demographic and Billing screens.
19 - Corrected mouse-over Tool Tips on Lookup buttons on Invoice and Statement screens.
20 - Corrected labeling problem on Medical History report for "Surgeries”.
21 - Corrected mouse-over Tool Tip on Immunization and Allergy lists.


Version 2.0 (1/26/04)
New Billing Module – Billing Tool Bar Icon Button
1 - Implemented new Invoicing and Statements with pull-down capability. (Statements moved from Reports Module) User will be able to:
a) - View and print invoices all non-invoiced activities for for all cases automatically with one click.
b) - Separate the activities when invoicing by month if desired
c) - Select by activity which to include on a invoice
d) - View and Reprint any invoice with still open activities for a given case or all cases
e) - The actual invoice line-item listing is same as the current Statement
f)  - Setup Preferences to include or exclude Notes attached to Activities on printed Invoices.
2 -  Added Case ID and Client ID to print on Statement and Invoice
3 -  Modified Statement to exclude activities marked as non-billable – Non-Billable is a new feature added to the Activity Setup screen whereby a user can specify that certain Activities should not appear on a Invoice or Statement

Reports Module
1 -  Moved Billing Statements from Reports to new Billing Module
2 - Added Fee and Non-Billable to criteria for Activity Analysis and added 2 settings which use these respectively to allow for easy reporting of Activities entered either with a $0.00 fee or as Non-Billable.
3 - Resolved issue where some reports would not recognize that the system was set for units and therefore would keep showing minutes and not units.
4 - Corrected issue where Reports and Statements could show 0 for Units and/or Minutes

Activity Log Module
1 - Changed Activity Log form to warn with re-computing value of "Fee" and allowing for undoing re-calc when editing an Activity
2 - Added new, non-billable checkbox to indicate if an activity should not be included on Invoices or Statements.
This is either set based on Activity or manual

Activities ID fields
Modified Activities ID to allow for a "Flat Rate" to be configured

Demographic Module
1 - Added AB+, AB-, O+, O- to blood type field
2 - Added Height and Weight to Demo tab
3 - Added new Billing tab to Case Demographic which will allow for the setting of specific rates for
a client which will override all other settings on the Activity Log

Care Plan Module - Expanded Category field on Care Plan Listing

Medical History Check List Module - Modified list to change "Operations" to "Surgeries

ToDo Module - Modified ToDo "activity create" to check preferences in order re: billing rates

Print Forms Module - Added Weight, Height, Referral Source Name and Responsible Party Name to Personal Information form

Case Lookup Module - Added Phone number to Case Lookup

Databases\
1 - Implemented ability to switch back and forth to second database – Demo or Working b) - User can rename
    either database
2 -  Modified Database Links and modified buttons to include a "Select" and "Close"
Logout  - Corrected issue when using Logout function (logging out of one database) and Logging In (to the second database) without Loading the user Preferences in Setup for the second database

Version 1.5.2 (12/12/03)
1 - Modified Statement (inv01.rpt) to sort by time as well as date
2 - Made correction on Care Plan Summary
3 - Modified how the dbs are distributed. Changed so that the dbs are sent out as db.cmp and db1.cmp and then are copied to YPHMHCD.MDB and YPHMHCD1.MDB
on program starting if the MDB files are not present.
4 - Modified so that there will no longer be prompts for "canceling
pending changes" unless there is actually an open form.

Version 1.5.1 11/25/2003
Modified Care Plan module to preserve initial data entry in Care Provider ID field. Alleviates repetitive entry on different categories entries.

Version 1.5.0 - 11/16/2003
1 - Added new ability to establish Multiple / Secondary databases. Enables users to set up a "test" database
whereby they experiment with new ideas or procedures.  Once users are confident in them they can implement in
their "working" database.
2 - New Multiple / Secondary database set up ability also allows for situations where the program and the   
database can be located on different computers (for example, in a wireless environment where the less information
traveling over the "air" improves performance).
3 - Modified how the Key Code / Activation processes works. During the 30 Day Trial period the User will no longer
be prompted to enter a Key Code at each log in. User will only be prompted for Key Code upon purchase and full
activation of the program (under Help-Activate) or when 30 day trial period expires.  User are then required to Activate
before being able to log-in again.

Version 1.4.0 -  (11/08/2003)
1 - Added New integrated Care Plan Module (unlimited text / narrative on both Assessment  (Problem) data field and Plan (Resolution) data field.  Provides ability to use included categories or to add new categories, generate and print various formats, i.e. inter-office and / or "formal" format for presentation to client.  Click Reports Icon and select (pull-down) Listing and chose format of Care Plan
2 - Added new integrated Case Notes Module (unlimited text / narrative) with ability to use included categories or to add new categories and view or print presentation case notes.  Click Reports Icon and select (pull-down) Listing and chose Case Notes.

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