Other Features Included in This Release Are:

Billing

• Add Client Tags filter on emailing invoices.
• Add Client Tags filter past due invoices emailing.
• Sync merchant service fees to QBO.

Caregivers

• Add Availability and Additional Info fields from the Applicant application form to Caregiver Notes.
• Option to “Allow Facility Task Removal in App”.
• Option on Caregiver Search screen to open schedule search.
• Remove SSN and Gender from applicant forms.
• Send attachments to caregivers via Mass Send when Email is selected.

Clients

• Add admission ID to client other payers (HHAeX NJ).
• Add Pill Count to client Medications page.
• Add Req. Services and Additional Info fields from Intakes form to Client Notes.
• Adjust current schedule when changing excluded dates for a client.
• Automated message to care team based on any client status change.
• Global set option for facility task prices.
• Option on Client Search screen to open calendar schedule.
• Option on Client Search screen to open schedule search.
• Option to show only client invoices in the Family Portal.
• Organize SwyftCG App permissions on the client profile.
• Send attachments to clients via Mass Send when Email is selected.

Dashboards

• Add a month filter for corporate dashboards.
• Condense Caregiver Availability dashboard timeline.
• Enhance Caregiver Availability dashboard to show the caregiver availability.

General

• Add new ICD-10 codes.
• Allow to send SwyftForms via SMS.
• Change Order for Supervisory Visit section to be a required field.
• Option to turn on Warning when entering future date notes for client/cg/schedule.
• Personal Attendant option for Services.
• Prompt to update client care plans when the template assigned to the client is changed.
• Show module/current tab in browser tab.
• Verify Comply enhancements for non-matches.

Reporting

• Advanced report for Services.
• Caregiver Gross Pay by Quarter report.
• Caregiver Gross Pay corporate report.
• Caregiver Ratings Report/Log.
• Client and Caregiver Statistics report.

Scheduling

• Add caregiver contact info on open Shift Request approval screen.
• Add caregiver info on Calendar Schedule.
• Add client info on Calendar Schedule.
• Add Monthly Schedules templates.
• Add settings for default breaks.
• Check for conflicting shifts when approving Open Shift Requests from the app.
• Copy shifts in the Facility Scheduling module.
• EVV filter on the Calendar Schedule.
• EVV filter on the Schedule Search.
• Option for caregiver & client info view on Schedule Calendar screen.
• Option on Calendar Schedule to open caregiver or client record.
• Option on Schedule Search to open caregiver or client record.
• Option to add/edit EVV flowsheet on Schedule Search.
• Remove from Smart Match lookup if caregiver is added to shift refusal or call off.
• Add ability to add breaks through Schedule Global Set.
• Show Narrative on Calendar Schedule.
• Show read-only CG app Narrative on schedule grid view.
• Show read-only CG app Shared Notes on schedule grid view.
• Show read-only Schedule Notes on schedule grid view.
• Show Schedule Notes on Calendar Schedule.
• Show Shared Notes on Calendar Schedule.
• Tooltip on Schedule Calendar screen.

SwyftCG App

• Show a warning message for outside business hours for in-app messages.
• Option to order/group open shifts in the app by client.