For example, if a trainer is entering Help Request information for another user, the trainer can identify the user by selecting the appropriate office and worker from the dropdown lists. The Office and Worker dropdown lists are located in the upper right corner of the screen. Person List screen columns have been resized so more of the Relationship information is shown. The Cancel button is no longer the default button on the Disposition Screen. Enhanced Caseload Screen to allow all users within an office to select any unit within their office.
Users can select a unit and see all workers within the unit.
The feature allows any user within an office to see any other user's caseload. Business 3.1 Release Notes New Features View the list of all invoices for a provider. The Invoice List shows all the invoices for a provider, including the invoice number, invoice date, due date, and total. From this screen, the user can request the creation of a new invoice, view a specific invoice in detail, or send an invoice to be printed. View the line items of an invoice.