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    💠04/13/2026 Neo Release💠

    Staff App - Staff Section

    Previously, only the staff in the first program you are allocated to were appearing on your staff list in the Staff App. Going forward you will see all staff in all programs that you are allocated to.

    ✨ As always, you can still use the search bar to search any staff throughout the agency.


     

    Covid Vaccination Question

     

    The Client reports completed COVID vaccination? question has been removed from the Inquiry page and the Front Desk page.

    Inquiry Page

    Front Desk


     

    Yellow Card - Parent Button

    There will now be a Parent button next to the PDF button on the Yellow Cards screen, that will print the parent document if the yellow card was filled out on a note.


     

    OK TO or DO NOT TEXT

     

    Where client's primary phone number appears in the Provider Visit Form, Yellow Cards and MCN it will now show whether or not client has indicated if it is OK to text them.

    Provider Visit Form

    MCN

    Yellow Cards


     

    DSM ending in less than 45 days

    Wherever Current DSM Diagnosis appears in notes, if the DSM end date is 45 days or less, the amount of days remaining will be listed beside it in red text.

     


     

    Psych Eval Validations

    The validations for the Psych Eval have been updated:  

    • DSM
    • White Card

    This will throw an error message when either of those two have not been updated when attempting to sign.

    • Psych Evals require an updated DSM Diagnosis effective on this date.   – if only the DSM was not updated.
    • Psych Evals require an updated White Card effective on this date.       -- if only the White Card was not updated.

    or

    • Psych Evals require an updated DSM and an Updated White Card effective on this date.    – if both the DSM & White Card were not updated. 


     

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