September round-up

Required documentation for a user
Missing documents for a resident are now highlighted when you view them

In September we released the new required documents feature for residents, a report to help plan the myriad of resident birthdays and a host of improvements and fixes based on feedback from our users.

Required documents

Within CareHQ you can now define a list of required documents for residents, for example resident contract, proof of funding, direct debit mandate and so on. Each document can be configured based on a resident's type of care, length of stay and funding source.

A new missing documents report has also been added to provide a high-level view of missing documentation across your portfolio, helping you keep your resident documentation accurate and up to date.

We've added a video guide for setting up required documents.

Birthday report

CareHQ users can now view a report on upcoming birthdays for residents and the distribution of birthdays by month for care homes. The new report lists the birthdays and ages for all current residents, as well as the number of birthdays in each month of the year, to help care homes plan ahead.

We've added a video guide for the residents birthday report.

Other updates & fixes

  • Added support for resetting a user's access to allow user accounts to be recycled.
  • Added read API endpoints for events.
  • Added additional columns (Respite and Booking) to the room export.
  • Searching invoices now ignores case when searching for invoice numbers (previously this search was case-sensitive).
  • You can now order invoices by invoice number (previously the only sorting option was date issued).
  • Added change log to account settings view.
  • When invoicing is enabled, after changing a booking rate, you are now correctly redirected (previously a 403 page was returned).
  • Fixed issue where the page could become unresponsive when uploading files if the user tried to leave the page while files were still uploading.
  • Fixed issue with invoice run where in some scenarios an error page (500) would be shown when generating invoices due to a billing discrepancy, these discrepancies are now highlighted correctly.
  • When multiple invoices within an invoice run are listed under a single billing party and period, they are now ordered by service user name (previously they were ordered by creation date).
  • Fixed issue with emails not being sent when a password reset was requested for a user by an account owner.