New Features
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New Features |
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This section provides an easy way to find out what has changed since the last time you updated the Scheduling System. The Build Number and Date let you know exactly what version you have and when it became available. You can check this in your currently installed Scheduling System by clicking on Help>>About. The Feature Description gives a very brief summary of the new item, and is an active link. Clicking on the description will you to the relevant section within the User’s Guide (when applicable). Note that the most recent additions are at the top of the list. To check what version of the Rosemark Scheduling System™ you are currently running, click on the Help menu and choose About. Recent Changes in the Scheduling System Build Number and Date Feature Description v1442 March 28, 2012 Actions are now included for staff on the Rosemark Web App Support for multiple Pay Rates on the same Caregiver and Service Type when sending Shifts to QuickBooks The Referrer List is now included for staff on the Rosemark Web App v1434 March 29, 2012 A new user access restriction is available which prevents chosen users from seeing billing information, including bill rates, billing amounts, and invoicing. Call us to activate this feature: (734) 662-3537 Clients' emergency information (from the Emergency tab on a client page in the Rosemark desktop app) is now included on the Rosemark Web App v1425 March 18, 2012 Unpaid Shifts Report is now called Payable Shifts Report Expanded Payroll Export Configuration options to include a "Basic" form Payroll Export and "Mark Shifts Paid" buttons are now found on the new Payable Shifts Report screen Made mobile optimization improvements to the Web App v1414 February 19, 2012 Added Detailed Payroll Report, including the option to show only one caregiver per page You can now indicate a "Payer Source" for customers Added "Medicaid" as an available Referrer Type v1405 January 28, 2012 Added the option to include Date of Birth on the job application Rosemark now notifies you when a new job application is submitted from the Rosemark Web App v1400 January 19, 2012 Optimized servers to allow for larger exports Added "Field Supervisor" to available Referrer Types v1397 December 25, 2011 Can now organize stored documents with configurable Document Labels v1389 December 11, 2011 Can now view and print CMS-1500 forms right from the Invoice List v1380 November 24, 2011 Added Job Application button to the "Hire" tab of all Caregivers to allow you to review their completed job applications Added Edit and Other Changes buttons to shifts in the Rosemark Web App, allowing you to make scheduling changes on any device with a web browser. Added a "Comments" field to shifts in the Rosemark Web App v1374 November 11, 2011 Added option to mark shifts as paid on Payroll Report. Call us to activate this feature: (734) 662-3537 v1370 October 28, 2011 Online job application available through the Rosemark Web App v1363 September 30, 2011 Option to prevent unauthorized users from being able to see or edit pay rates or amounts is now available upon request. Call us to activate this restriction: (734) 662-3537 v1358 August 27, 2011 Shift Offers now appear on the Rosemark Web App for caregivers v1355 August 21, 2011 Added 'select all' option to the Create Invoice form Added more filtering options to the Invoice List v1351 August 13, 2011 Functionality of 'Tardy' and 'Did Not Finish' shift status' improved Made it easier to close out multiple invoices v1348 August 8, 2011 Added the option to NOT include caregiver last names on QuickBooks invoices Can now import caregivers from a CSV file v1337 July 22, 2011 Added sortable columns to Client lists and Caregiver lists. v1335 July 12, 2011 Added a right-click context menu to Caregiver buttons on the Service Planner for ease of access to phone numbers and unassigning shifts. Made it easy to Unassign all shifts for a Caregiver Added Marketing access level for those who only deal with Referrers. Allow entering a Reason on inquiry and active statuses for Clients & Caregivers v1330 June 30, 2011 Added the Agency name to the footer of printouts as well as in the outgoing address line of emails. Enabled Care Plan printing for non-active Clients. Made deleting a Service easier, both by right-clicking on the Service from the Client's form and using the Delete key. v1329 June 26, 2011 Added the ability to specify additional levels of access, including Admin, Staff and Staff plus Configuration. Admin users can now add and remove users and adjust what their level of access is. Improved automatic cleanup of unneeded Customer role from the Client when removing Payment Obligations Added option for printing and previewing all Service Planners for a particular Client. v1322 June 17, 2011 Added the option to customize your Rosemark Web App to show your agency logo and link. Ask us about it! Added ability to printout a basic Billing Report (similar in form to the Payroll Report). v1317 June 7, 2011 Further expansion of .csv export options: when exporting Shifts, you can also select related Client, Caregiver and Customer fields to include in shift export. v1315 May 28, 2011 Allow choosing which fields to export from Client, Caregiver, Customer, Referrer and Shifts lists. v1310 May 15, 2011 Enabled Combined Invoicing so that multiple Services for a Client can appear on the same invoice. Improved the syncing of QuickBooks Customer:jobs with Payment Obligations to reduce unnecessary complications while syncing Added Configure Agency to set an agency's name and email address. Added Send Email button to all Action forms, enabling you to send the Action as an email. Added Subject field to Actions, improving the visibility and management of Credentials and other reminders and notes. Improved support of Medicaid units for invoices. v1297 April 14, 2011 Added the option to go directly from Assigned to Tentatively Assigned when scheduling (instead of having to first Unassign, then Tentatively Assign). Eliminated adding Inactive caregivers onto the Planner when doing Add Possibly Available. Adjusted the Visiting Angels Lead Import to handle the new format. Added the option to use old-style text entry boxes rather than the calendar date selectors. This is an overall global setting. Added the ability to select an arbitrary range of days (mostly within the month) for Client & Caregiver Calendar reports. v1293 April 1, 2011 Added the option of uploading Caregiver photos which show up right on the Caregiver's main profile page. v1282 January 14, 2011 Simplified the process of deleting no-name Clients, Caregivers, Customers and Referrers. If the person is empty (no fields are filled in), you can delete it directly rather than having to delete role, delete contact. Added to Export List to Spreadsheet to the Client, Caregiver and Referrer Lists, so you can export, for example, only currently Active Clients. Added functionality to the Web App to allow assigning caregivers lacking some criteria. The Find Available on an open shift initially shows those fully available. Three checkBoxes for availability, skills and serviceType can be cleared to widen the search. Caregivers lacking something have Assign Anyway button which confirms with the missing criteria before assigning. v1274 December 19, 2010 Staff scheduling on the Web App. This extends the staff version of the Rosemark Web App to allow canceling, unassigning and filling shifts from your smartphone, tablet or other web-enabled devices. Made changes to the Skills/Care Plan preference function, making it less likely that you'll accidentally require a skill for assignment when you really just wanted to add a Care Plan item. v1266 December 2, 2010 Added 'Retirement Community' and 'Apartment Complex' to Referrer Types. Improved the responsiveness of entering dates wherever they are used. Also added the option of using drop down calendars to set dates. Added beginnings of a general Billing Report and Export (not released yet) v1256 October 28, 2010 Enabled direct renaming of documents on the overall Documents List. For our multiple-location customers, added the ability to sync more than one Rosemark databases to a single QuickBooks file, using QuickBooks Classes to differentiate them for reporting purposes. v1251 October 17, 2010 Added Documents Toolbar buttons to Client, Customer, Referrer, Responsible Party and Person forms. Made editing times and other fields on Shift forms much more responsive. v1247 October 7, 2010 Freedom Telecare (Timesheet Mobile) added as a fully-supported telephony provider. Added the ability to control Bill Rates by Assignment. Added processing of task code 10 from the PATTI telephony system entry of miscellaneous expenses. v1239 September 26, 2010 Improvements have been added to make working with online file and document storage easier, including overall document management. Included ability to export all document metadata to a csv file. Included option to only include most relevant Shifts on Planner reports. Made it easier to get back to the main Rosemark website when working in the Rosemark Web App. Added an option to not include individual Clients in telephony checking. v1209 July 19, 2010 Added ability to modify the format of e-mail/text No-Show warnings. Added groundwork for making direct import of Referrers possible. v1202 July 1, 2010 Added improvements to the Hours by Service and Hours by Caregiver reports so they don't "jump around" because of other users' changes to the schedule. v1192 June, 11, 2010 Added detailed Shift form to the Web App (includes login and logout information). Added ACCPAC to the possible Payroll Export formats. Fixed problems with changing the date in a drop-down calendar in Windows Vista and Windows 7. For our Visiting Angels customers, added the option to import Visiting Angels Leads. v1180 May 14, 2010 Allow managing Pay Rates by Assignment (Caregiver/Client combination). Give the option to not include Mileage and/or Misc. Expenses from payroll export files. v1174 April 21, 2010 Added encryption to Online Document Storage. v1172 April 16, 2010 Added a new Unbillable Shifts report, accessible both from the Reports menu and from the Create Invoices screen. You now have the option to transfer Shift comments to Open (or CCS) shifts when Unassigning or Canceling. Beta release of Online Document Storage. Ask us if you're interested in being a Beta user! v1153 March 4, 2010 Added the ability to unassign all Shifts on a Planner from a given date Added a Repeat Forward button on the Service Planner, allowing you to repeat the current week's scheduling ahead for up to 26 weeks (6 months). Added an Assignment menu to the Service Planner to give access to scheduling power tools. Added additional hover help on the Service Planner schedule repeating buttons. v1146 February 19, 2010 Included new Rosemark logo on main screen. Made more minor improvements to handling Company Referrers. Added Company Name column to the Referrer List. Added icon column to the Referrer List showing whether the Referrer is a Company or a Person. Replaced the Is Company check box with Person and Company radio buttons on the name section of all Person and Role forms. Added Managed Care Companies, Senior Centers, and Mobile Crises Team to Referrer Types. Changed Planner schedule labels to be M,T,W,Th,F,S,Su. Made it so that you can add a shift more easily on Planners, by clicking on the top line of the Add Shift menu. v1139 February 5, 2010 Accommodate the Windows large font 120 dpi setting. v1136 January 30, 2010 Introduced a number of changes to improve the process of keeping track of Client Referrals. Referrers now have their own top-level Referrers menu Referrers are easier to add, both from the Referrers menu and from the Referrers list. You can add Persons to a Referrer Company directly from the Company. The Referrer list now shows grid lines to make it easier to read.
We have begun adding hover help to buttons to make it easier to understand your options. Buttons for Actions and Referrers are the first to have the new hover help. Rosemark now refers to the underlying entities beneath both Persons and Companies as Contacts, in keeping with the common usage of the term in many other database programs (like Outlook and ACT!, for example) v1131 January 22, 2010 Rosemark now includes PayChoice as a payroll export option. Add direct access to Home Care Pulse agency reports v1121 December 30, 2009 Allow filtering Action Lists based on the current status of the primary role of the subject of the Action. v1120 December 24, 2009 New partnership with Home Care Pulse, a premium service for quality measurement and improvement for Home Care Agencies. Made it easier to reach Shoshana Technologies by including the phone number and email address in the Help About dialog. v1106 November 21, 2009 Referral Sources can now be Companies with a list of contact persons within the company. Shoshana Remote Support has been added to the Help menu to make it easier for you to get help from Shoshana support personnel. v1073 September 15, 2009 Add the ability to categorize Referrer using an industry-standard list of Referrer Types. Fix Pay/Bill Codes Configuration screen to resize the fields when making the window wider, making it easier to see longer QuickBooks Billing & Payroll Accounts listed. v1068 September 5, 2009 Add the ability to add, remove, rename and otherwise configure your own Action Types. v1062 August 27, 2009 Add ability to import new Clients from spreadsheet files v1057 August 13, 2009 Clients' Care Plan lets you manage and print the Skills needed for each Client's care. Change the order and reclassify Skills and Categories using Drag 'n' Drop. Filters on Skills forms let you control which Skills are showing: Show only selected and Show only Care Plan. A Times button has been added to the Client Summary tab so you can go directly to the Times for Service of the selected Service. Expand the definition of when an Open Shift is considered billable to now include those starting "today". Continue to consider those starting tomorrow or after to be billable, and those starting yesterday or before to be not billable. v1036 June 24, 2009 Improve the Person Finder to make it easier to find people and add Customers, Referrers, etc. v1034 June 19, 2009 Add Responsible Party button and Relationship text field to the top of the Client Emergency tab. v1029 June 6, 2009 Add Export client hours by date to spreadsheet to the selectable Shift List File menu. v1023 May 12, 2009 Add Reason field to the Caregiver Availability & Status form for use by Inactive, Quit and Discharged entries. v1021 May 8, 2009 Add Reason field to the Times for Service form for use by Inactive and Discontinued entries. Move the global Default Invoicing Start Date from the Create Invoices form to the File>Configuration>Invoicing menu. Have changes to the schedule -- assigning a shift, changing shift status to assigned, splitting a shift or changing shift times -- automatically link the shift with existing telephony events (if within configured bounds), and verify complete if both login and logout are linked. v1010 April 11, 2009 Enable Web App access for Clients v1006 April 4, 2009 Allow editing Times For Service entries even for weeks that have already been Assigned. Bring up a list of Assigned Shifts that are in conflict with the proposed schedule change. When adding an entry in Times for Service, pre-select the "-- no times --" text for fast entry. v997 March 9, 2009 Add Window menu to the main window menu bar with 'Restore All', 'Minimize All' and 'Close All'. Allow manipulation of Caregiver availability for explicit Inquiry status from the Planner. v991 February 24, 2009 Allow setting Caregiver available via the Planner where they're implied inquiry (prior to first entry). Retain history of Service status changes. v988 February 15, 2009 Allow changing the Caregiver availability right from the Caregiver lines on the Service Planner, making it easier to mark days off, etc. Have the "Link Login/Logout to Shift" dialog boxes automatically select the Login/Logout and Shift in their respective lists when there's only one. v983 January 28, 2009 Expand the Service Planner to show multiple Client schedule lines when there are concurrent/overlapping service-needed shifts. v978 January 17, 2009 Add Client and Caregiver List printouts with options to include address and phones. v973 December 31, 2008 Add Authorized Hours limits for Daily, Weekly and Monthly control of scheduled hours. v969 December 20, 2008 Add Day of Week type Pay/Bill Rules, allowing you to match based on the day of the week and whether the shift starts on, is mostly on or intersects the selected days. Allow override of Pay/Bill Rules at the Payment Obligation level. v958 November 27, 2008 Add global Pay/Bill Rules to provide automated control of Bill Rates and Pay Rates based on various criteria. Don't restrict changing Pay/Bill Codes or Pay/Bill Rules when there are closed out invoices in their date range. Changing rates on a Payment Obligation will no longer create adjustments for closed out invoices. Make it so logout telephony events (which are ignored) don't cause a current shift to be marked as uncovered. Add Canadian timezones as setup options. v937 October 17, 2008 Include buttons to add Pending and Completed Actions directly from the summary tabs of any person. Add spreadsheet export of Referral Sources. Add ability to add a new referrer directly from the Referrer list. v927 September 24, 2008 Add Referrer List from the main Office menu. Allow adding a Referral Source without requiring referred Clients. Add additional feedback during login so you can see what stage of the login is happening (primarily for support purposes). Include a 'Cancel' button on the login feedback dialog box. Increase timeouts for establishing network connections (to improve useability with a poor connection) v923 September 10, 2008 Support for a primary and secondary Referral Source for each Client. Includes the ability to make any person or company a Referral Source for any number of Clients and to track communications with them. Improvement of connection stability for poor internet connections. v915 August 15, 2008 Add automatic email and text message No Show warnings. Also sends "Shifts covered" e-mail or text message when the login finally happens. Eliminate the warnings about mixed content (secure and insecure) when using Internet Explorer to access Web App. v907 August 1, 2008 Add the ability to include Caregivers with a status of Inquiry to the Planner. v906 July 29, 2008 Improve the list behavior on various lists, so they don't jump around due to edits. Especially evident on the list of Telephony Events. v905 July 18, 2008 Improvements to the Web App views of Caregiver, Client & schedule information, especially for cell phone access. v901 July 8, 2008 Add option to export all Customers' information to a spreadsheet file. Add Payroll exports for automatic processing of payroll by Paychex and ADP Add "Payroll #" to the Caregiver Payroll tab. v893 June 24, 2008 Add Staff access to Web App, allowing authorized Rosemark users to login via any browser to see Active Clients and Caregivers, their basic information and schedule information. This includes the ability to access this information using any web-enabled cell phone. v884 June 1, 2008 Add new Shift Offer status for Shifts, available from any Open or Tentatively Assigned Shift. Allow going directly from an Open Shift to Refused Assignment. Add 'A' keyboard shortcut for assigning selected Shifts on a Planner. v876 May 16, 2008 Enable entering and reporting on Misc. Expenses Add server load balancing to improve stability and scalability of Rosemark data access v859 April 11, 2008 Add "Rosemark Forum" to the Help menu. v855 April 4, 2008 Add support for OpenOffice and other word processing programs (in addition to MS Word). v851 March 27, 2008 Connect Caregiver Credentials' Done Date and Expiration Date with Completed and Pending Actions. Include new Credentials list on Caregiver printout. Don't show obsolete credential fields on forms or printout for any Caregiver where they are all clear. Add "Export Skills to spreadsheet" to File menu on Caregiver Lists. v842 March 7, 2008 Add option to show the full weeks on Client & Caregiver Calendar reports. Days shown on the calendar that are outside of the selected month will have their schedule information filled in. Include Caregiver Credentials in the Caregiver export (Export to Spreadsheet). v840 March 4, 2008 Fully handle Daylight Savings Time change issues. Add basic support for multiple Time Zones within a single agency. v825 February 6, 2008 Add Credentials Configuration form, allowing agencies to customize the list of Caregivers' Credentials. Add list of configured Credentials (with dates and comments) to the Caregiver Credentials tab. v822 January 31, 2008 Various minor improvements including more robust error handling for fetching telephony events and improved warnings when attempting to assign overlapping shifts to a single Caregiver. Preliminary elements of the new Caregiver Credentials management tools. v809 December 26, 2007 Add Web App access for Caregivers to view their own schedules. Allow Caregivers to change their own password on the Web App. v794 November 5, 2007 Add email field to Person, Client, Customer and Caregiver forms. Add Online Enabled checkbox, Username and Password to all Person forms (only enabled for Caregivers). Add Email to Client printout and spreadsheet export. Add Email, Online Enabled status and Username to Caregiver printout and spreadsheet export. v787 October 19, 2007 Make it so an earlier login during a block of consecutive assigned shifts will keep a shift off the "Current Shifts without Logins" list. Change the No Show warning button to say "No Shows" and the list to be "Current Shifts without Logins". v784 October 13, 2007 Add No Show notification when Telephony and call fetching is enabled. Make tracking Inquiry Caregivers (not yet Active) easier. You can enter an explicit Inquiry status and track them in Caregiver lists. Add confirmation when closing the main Rosemark window (when logged in). v782 October 3, 2007 Add support for connecting with the QuickBooks Online Edition. v773 September 12, 2007 Add Skills Matching to control which Caregivers are available for assignment to which Clients (Services) based on specific skills and preferences. Add ability to import a file to jump-start Skills Configuration. Allow setting a Payment Obligation's Bill Rate when no service type has been set. Give warning message when "Map from caregiver to client" is attempted and one or the other doesn't have an address. Prevent duplicate Client and Caregiver Numbers from being entered. Add option to have Caregiver first and last names on the Client Calendar (call Shoshana to enable). v756 August 9, 2007 Add the ability to exclude a Client & Caregiver from being assigned to each other. Improve display of Times for Service with lots of history. Add option to have Caregivers listed on Planners sorted strictly alphabetically or by assignment (default). v750 July 17, 2007 Add Mapping capability. Allows you to jump right to a map for any Client, Caregiver, Customer or other person in the system, as well as directions from a Caregiver to a Client's home. v740 June 23, 2007 Add Caregiver Service Types, indicating which Service Types a Caregiver can work. Add Service Type Pay Rates, allowing you to define the Pay Rate that a Caregiver gets for each Service Type. Control assignment of Caregivers based on Service Types Show the current Service Types next to a Caregiver's name when they appear in various lists. Order the Caregivers on a Service Planner first by those with assigned shifts during the week and secondarily by name (last,first). Improvements to the column sorting for the Invoices List: proper numeric sort, customer last name, Service Add "Get Update" to the Help menu. v723 May 19, 2007 Support collecting mileage via the PATTI Telephony connection. v721 May 5, 2007 Enable Pay Rate override on individual Shifts. If present, the Pay Rate on a Caregiver's payroll tab takes precedence over settings in Pay Bill Codes. Allow entry of fractional cents ($ 0.001) for mileage. v718 April 25, 2007 Expand Shift Export to Spreadsheet to include 19 new fields related to pay/bill, mileage and expenses. Fix rounding errors on exporting Invoices to QuickBooks. v715 April 20, 2007 Add Payroll Report to the Reports menu. Improve support for telephony events when Clients and Caregivers are deleted. v708 April 6, 2007 Change format of Caregiver names on Invoices and QuickBooks Time Cards to be firstName M. lastName. Show mileage and mileage adjustments on Invoices. Enable adding mileage to Shifts. Add a "mileage" Pay Bill Code when adding a new set, to control the mileage pay and bill rates. Create Invoice Adjustments for all affected shifts when Payment Obligation bill rates are changed. v699 March 17, 2007 Export Invoice with a negative total to QuickBooks as a Credit Memo. v688 February 23, 2007 Add Hours by Caregiver to the Reports menu. Change "Monthly Hours by Service" to "Hours by Service" to allow reporting on other time periods. v684 February 20, 2007 Add "Unverified Shifts" button on the Unverified Shifts Report screen and "Shifts" button on the Open Shifts Report screen. This allows you to get right to that list of Shifts directly. v680 February 8, 2007 Add the ability to create and manage Invoices directly in Rosemark. Allow export of Invoices to QuickBooks. Add support for Billing in Advance Support override of default Bill Rates on Payment Obligations and on individual Shifts. Prevent deleting of Assignments that have Invoiced Shifts v634 November 11, 2006 Add support for an arbitrary date range for: Service Planners, Caregiver Planners, Open Shifts, Unverified Shifts and selected Caregiver Planner reports. Add the ability to control the number of blank rows when printing all Planner Reports. Add Text Expander button to the Client Needs field. Improve handling of phone number syncing between QuickBooks and Rosemark. v607 September 12, 2006 Add syncing of Independent Contractors with QuickBooks' Vendors. Add more QuickBooks Shift Export options. Modify the Caregiver Planners report total column heading to read Svc Total.
v595 August 8, 2006 Change 'Employee' to 'Caregiver' everywhere it appears to the user (Exceptions are in the QuickBooks Connection and the Employee Canceled Shift status). Add Employee/Independent Contractor pair of radio buttons to the Caregiver Hire tab. Add "Credentials" as a possible Action type. v587 July 19, 2006 Add the ability to Preview and Print any list of Pending or Completed Actions. v585 July 11, 2006 Allow Synchronization of Rosemark Customers with QuickBooks Customers. Allow Synchronization of Rosemark Payment Obligations with QuickBooks Customer:Jobs. Add a "QB Synced" (display only) status check box to the Customer, Payment Obligation and Caregiver forms, which shows if they've been connected with a QuickBooks Customer:Job or Employee. Allow individual Customers, Customer:Jobs and Employees to be skipped in the sync process. Remove associated Pay/Bill Codes when a Service Type is deleted. Include Customer information when exporting Shifts (optional). QuickBooks Connection Shell Monitor added to allow support personnel to observe progress during training. v561 May 24, 2006: Add Customers and Payment Obligations, defining who is paying for a Service. v549 April 14, 2006: Improvements in the system update mechanisms, making it easier to stay up-to-date between required updates. v547 April 12, 2006: Add options to synchronize Service Items and Bill Rates with QuickBooks. Retrieve "checkin" telephony events from PATTI. v544 March 28, 2006: Expanded Shift Export options in QuickBooks v540 February 24, 2006: Allow adding a Person, who is not necessarily either a Client nor a Caregiver. Add the Person List, which shows all individual Persons in the system, as well as the Role(s) they have. Introduce the concept of Roles for Persons. Allow deletion of empty Persons. v534 February 10, 2006 Add "Export shifts to spreadsheet" command to the file menu of Shift Lists. Add "Verify shift completed" to the top of the planner menus when assigned shifts are selected. This allows quicker verification of Shifts. And for even fastest verification, you can now use a keyboard/mouse combination: select shift(s) with left-click/drag (+ optional Ctrl) and then hit "V" key on keyboard. Add option to allow changing the status on a shift from Verified Complete back to Assigned after it has been exported to QuickBooks. Note: This is a system-level configuration choice and must be set by Shoshana Technologies. v527 January 27, 2006 Add Shifts for Week button to the Summary tab of the Caregiver and Caregiver Lists. A number of minor changes have been made to the Telephony Event Link screen, making it easier to choose the right Login or Logout for a Shift: Display the difference between shift start/end and the Change To time (initially set from login/logout time). If the difference is an hour or more, it becomes bold. Disable the "Change To" time when a shift that's already Verified Complete is selected. Disable the OK button when the new shift would have an invalid duration. v516 January 5, 2006 Add option of not including Caregiver Social Security Numbers and Date of Birth when syncing with QuickBooks. Add option of not synchronizing Pay Rates with QuickBooks. Allow QuickBooks preference to be set to not allow access to personal information as long as Social Security Number syncing and Pay Rate updates are both disabled. v504 December 14, 2005 Interface with the PATTI telephony service from The Phone Works. Provides automatic verification of completed Shifts from Caregiver call-ins, by connecting directly with the telephony server. Rosemark automatically populates PATTI Caregiver and Client data. New User's Guide format introduced. v489 November 9, 2005 Add option of having read-only logins. Users who login read-only can view almost any information, but may not make changes. Call Shoshana if you would like to get setup with one or more read-only logins. v474 October 6, 2005 Make Shift Lists configurable. Add new Shift Lists: "Imminent Open Shifts", Caregiver "Shifts for Week" Allow adding Shifts from the Planner’s Shift Menu. This allows adding Shifts over others and for any date, regardless of the Planner’s current week. Added additional menu items for opening Client and Caregiver Lists, allowing a list of any single status to be opened directly. v469 September 16, 2005 The system now handles Live-in Service Types. This allows for the proper accounting of the Pay/Bill duration versus the actual time the Caregiver was there. The Shift form has been expanded to a new tabbed format, in anticipation of the addition of full support for Billing and Invoices. Note: a number of the new fields and buttons on these tabs are not yet active. The Shift form includes the entry of non-Pay/Bill times. This combines with Duration to calculate the Pay/Bill duration of a Shift. This Pay/Bill duration is now used on Planners and reports to show the “true” accountable time of the Shift. Allow skipping individual Caregivers in the Caregiver Synchronization process. You can now preview and print an individual Shift. The hotkey ctrl+R activates the main Rosemark window from anywhere in the system. Fixed the Assignment form and Service form so that the list of Shifts expands when the form is expanded. v458 July 29, 2005 QuickBooks Connection introduced. Allows automatic synchronization with QuickBooks. Accounts added to the File->Configuration menu Pay/Bill Codes added to the File->Configuration in the File menu. v439 June 9, 2005 Added Export to Spreadsheet... to the File menu, allowing export of basic Caregiver and Client data to a comma delimited text file. v401 March 22, 2005 Person Finder added, allowing quick locating of individuals from anywhere within the system (using Ctrl-F). Caregiver Report added, providing a report of the Caregiver’s detailed information. Add "Compliance Violation" as an Action type. Assignments on Caregiver forms and printouts are now ordered by Service Type, Client last name then Client first name. Better error messages added for login problems. v393 March 4, 2005 Add ‘Shifts for Day...’ to the Office menu. This opens a Shift List with all shifts starting on the selected date. v390 February 24, 2005 Print or preview individual Caregiver Planners from the Caregiver File menu. A new field for Medications has been added to the Client Condition tab. Change colors of CaregiverAvailability and TimesForService forms to match Caregiver and Service colors, respectively. Show both phone numbers and the phone comments on the Service Planner, Caregiver Planner, Client Month Calendar and Caregiver Month Calendar Printouts. v387 January 25, 2005 Travel Directions are included in Client and Caregiver addresses (on the Info tab). For the Client, this is included on both the Full and Caregiver Handout Client reports. Caregiver Comments, Client Comments and Directions can all be edited in an expanded, independent window, using the Text Expander button. Confirmation when adding the second Service to a Client. v383 January 13, 2005 Saturday Week Start added to the Week Start configuration form. Open a Shift List of all selected Shifts. v374 December 25, 2004 Allow selection of multiple Shifts on the Service Planner. When adding a Shift to a Service Planner, you can drag the new potential Shift to the right place. Shift menu added to the Service Planner. v366 December 15, 2004: (Release) Unassign a shift with a single menu item click. Remove a shift with a single menu item click. v363 December 9, 2004 Add Client Reports: ‘Full’ and ‘Caregiver Handout’. v357 December 1, 2004 Elimination of ODBC component, making the initial installation of the Rosemark Scheduling System™ much simpler and easier. v346 November 11, 2004 Multi-user version. This is a major advance in the structure of the Scheduling System, allowing any number of users to be logged in and making changes at the same time. An additional benefit is a significant speed increase in certain operations (notably, opening lists and reports). v312 July 13, 2004 Login Screen rearranged; it will now remember everything but your password, making logging in more streamlined. 1.0.304 June 16, 2004 Caregiver Month Calendars can be previewed and printed, for a single Caregiver or for all active Caregivers. 1.0.303 June 13, 2004 Client Month Calendars can be previewed and printed, for a single Client or for all active Clients. Monthly Hours by Service report starts with This Month already selected. 1.0.297 June 2, 2004 The Scheduling System can automatically send periodic database “heartbeat” queries in the background, helping certain types of Internet connections (e.g. dialup) to stay alive. 1.0.281 May 15, 2004 Easily split a Shift into two Shifts. ‘Split and set Tardy (T)’ shortcut added to the Shift menu for Assigned and NoShow Shifts. ‘Split and set Did Not Finish (DNF)’ shortcut added to the Shift menu for Assigned Shifts. NoShow Shifts now have thin yellow stripes to differentiate them from Open shifts.
1.0.274 May 6, 2004 Pending and Completed Actions for Caregivers (as well as Clients) Expand the Action type selections to 18 different types. 1.0.269 May 1, 2004 Scheduling Week Start and Month Calendar Week Start configuration. 1.0.239 March 25, 2004 Pending and Completed Actions added to the system. Double-clicking on the list entry opens a separate window for Clients, Caregivers, Actions, and Shifts. Show Caregiver Number on main Caregiver form.
1.0.226 March 3, 2004 Additional fields added on the Client Inquiry tab: Client Number, Medicare Number, Medicaid Number, Case Worker and phone and Payer Type. The new Client Number appears on the main Client Form, next to the client’s name. Make the start and end time fields read-only when a shift is Verified Complete. Text Expander button for editing the Client’s Comment field. 1.0.212 January 26, 2003 A Comment field has been added to the Shift Form, to allow notation on individual Shifts. When editing Shift times, the time (and date) must be within +/- 12 hours of the previous time. This helps avoid accidentally changing the date of a Shift. 1.0.208 December 27, 2003 Short cuts to Client List – Active and Caregiver List – Active added to the main menus. The label on the Client and Caregiver Lists now shows the currently selected status filter and the count of how many are shown. The Planner’s “Add Caregivers” dialog only includes those Caregivers with a Status of Active at some point during the given week. The Caregiver List can be filtered based on current status: Active, Inactive (includes Inquiry), Quit and Discharged. You can now use the “Add Available” / “Add Possibly Available” button on the Planner to automatically add all Available (or all Possibly Available) Caregivers to the Planner. 1.0.204 December 12, 2003 Caregivers now have Availability & Status, controlling whether they can be assigned to Shifts. New Possibly Available checkbox on the Service Planner allows you to override availability when scheduling. Also allows scheduling over RA, EC and OC shifts. 1.0.193 November 12, 2003 Add "Preview in Word" and "Print" File menu options to the Monthly Hours by Service window. Add 'Summary' and 'Info' tabs to the Caregiver Form. On Caregiver form, include 'View' and 'Plan' buttons for the selected (or only) assignment. 1.0.184 October 3, 2003 Clients now have a Status. Services now have a Status. Client Lists may now be filtered by Client Status. View and Plan buttons have been added to the Client form for easy access to the Service Form and Service Planner for the selected (or only) service. 1.0.177 September 16, 2003 View or print Caregiver Planners with Unverified Shifts for a selected week. 1.0.171 September 2, 2003 Ability to quickly repeat the previous week’s schedule has been added. 1.0.169 August 21, 2003 Monthly Hours by Service Report. 1.0.153 June 24, 2003 Open Shifts Report added to the Reports menu. Adjacent Shifts can be more easily distinguished from one another. Enhanced data security. 1.0.145 June 12, 2003 Times for Service form has new features and functionality Automatically Allocates Open shifts on all Services. Copy Time Patterns Keep Times for Service strictly in sync with the actual Assigned Shifts. Allow '-- no times --' as valid input for Time Patterns. Allow direct addition of Shifts to Service Planners. Common Scheduling Scenarios section added to the User’s Guide. 1.0.130 May 22, 2003 The Client List and the Caregiver List come up dramatically faster. All Lists (Clients, Caregivers, Shifts) update much more dynamically. Improved printing of Service Planners Report and Caregiver Planners Report. 1.0.124 May 9, 2003 Caregiver Planners for the week may be viewed and printed. 1.0.118 April 29, 2003 Added the option to delete an unwanted Service. Established a new Client Inquiry process. Features a new tabbed Client form, including tabs for Summary, Info, Condition, Emergency and Inquiry. 1.0.109 April 11, 2003 The Start and End times of an individual Shift may be altered directly on the Shift form. Assigned Hours and Total Hours for all Services can be viewed directly on-screen. 1.0.105 April 8, 2003 Lists of people are sorted by last name, as are Planner printouts. 1.0.98 March 31, 2003 Planner Reports now include ‘Assigned’ and ‘Total’ hours for the Service and for each Caregiver. Added display of ‘Assigned’ and ‘Total’ hours for the week on the Service Planner for the Service, and for each Assignment/Caregiver. Added a status bar to the main Scheduling System screen that displays the database login status. Added a Demo button to the main Scheduling System form for easy login to the demo database. Allow time pattern entries with the days appearing first, e.g. “MWF 1-5”. Warning when logging in with an outdated Scheduling System application. Link directly to Update Scheduling System on the Shoshana website. 1.0.92 March 24, 2003 Links to "Shoshana Technologies Web Site" and "User's Guide" added to the Help menu. All Service Planners for the selected week may be printed and previewed in Microsoft Word. 1.0.85 March 11, 2003 Individual Service Planners may be printed and previewed in Microsoft Word. 1.0.78 March 2, 2003 First public release. Hello, world! |