January round up
We've had a busy start to 2022 with the release of the CareHQ REST API along with a host of improvements and fixes.
CareHQ REST API released in Beta
Our new REST API is now available to CareHQ clients. This is a Beta release with a limited set of data models currently available to read from or write to, however, one key feature available in this initial release is the ability to create care enquiries.
TrustedCare will be the first service to take advantage of the API with integration planned for the end of February. TrustedCare's integration will mean new enquiries and follow up comments on TrustedCare are instantly synced to CareHQ.
We will be releasing more information about the API, including documentation, in February.
Other updates & fixes
- You can now specify a custom issue date when using the invoice run to generate multiple invoices.
- A new document count column has been added to the service user CSV and Excel exports.
- The sales cycle report can now be filtered by service type.
- The service user name now appears alongside the care seeker name within the header of care enquiry UIs.
- A new location groups column has been added to the user CSV and Excel exports.
- A total figure has been added to the open column on the acquisitions report.
- Funding types for Local authority + top-up and DTA / Block bed have been added.
- Weekly rate now appears in the line item description for invoices when the booking/contract rate is per week (previously the fractional day rate was shown).
- The account code is now displayed prominently for service user key contacts and location contacts. It's also now possible to search for contacts by account code.
- Service user contacts can now be downloaded when a keyword search is applied.
- Removed erroneous column when listing invoices for a location contact.
- It's now possible to run the EOL (End of Life) report for a single day.
- The average daily death rate is now visible on the EOL report graph, previously in some scenarios this figure would not be plotted on the graph.
- Order of entries when exporting ledgers has been corrected, previously in some cases entries on the same date could be displayed out of order.
- Inbound emails are now correctly assigned to the associated care enquiry, service user and service user key contact, previously in some scenarios this association would fail.
- The action search now returns expected results when the location filter is applied, previously the filter was overly broad and could in some scenarios include actions for other location.
- Corrected issue where exporting users could fail in some scenarios due to incompatible data against some older user accounts (all affected user accounts have now been updated to meet current data requirements).
- It is now possible to remove the billing set up for service users, service user key contacts and location contacts.