Whānau Tahi Navigator 6.31 Release

Available from November 2022

Features

Referral History tab on Incoming Referral

On the Inbound Referral Form, there is now an additional tab labelled "Referral History". This tab provides a list of past Inbound Referrals (active and inactive) for the Individual on the current Inbound Referral. It is useful for Triage Teams to understand what past engagements the Individual has had before determining the appropriate Service(s) to be assigned.

Impact: UI

Changes to the Process section on the Incoming Referral form

The Process section on the Inbound Referral Form has been standardised to improve the quality and sequence of the information displayed. The sequence now corresponds correctly to the order of the events in the processing of the Referral. It also includes a new field "Submit Date".

Impact: UI

Rōpū (Area Block) function

The Area Block (Rōpū) field for an Individual is automatically populated based on the Individual's entered physical address upon save, which is mapped to predefined Area Block (Rōpū) and Area Block Locator (Rōpū Locator) records configured by a System Administrator. It allows the appropriately allocated team to handle Inbound Referral records if the Area Block (Rōpū) record has been appropriately configured with an associated Team record.

Note

An email is automatically sent to all team members configured for an Area Block (Rōpū) record when an Inbound Referral status is "Received" (after "Send" button is clicked).

Impact: UI | Ref: 30273

Triage Inbound Referral Workflow capabilities

With the setting of a System Configuration entry, a System Administrator can enable or disable the Inbound Referral Triage Workflow feature on the Inbound Referral pathway. It adds an extra stage, titled "Triage", before you click the "Send" button for a given Referral.

Members of the configured Triage Team get a email notification and have the ability decide an appropriate service for this Referral before it is sent.

Impact: UI

The Alert display logic has been changed for Individual/Whānau/Plan Form. If an Individual has multiple Alerts, the Alert messages are concatenated and shown on the notification area at the top of the Form. If any of the alerts is High Risk Alert, the message ribbon shows in Red, otherwise, the message shows in orange.

Whānau level Alerts do not show on Individual form.

Impact: UI

Configure Enrolment Activity Buttons on Inbound Referral

With a System Configuration entry, System Administrators can manage the appearance of the Enrolment Activity Buttons (Case Note, Assessment, and Consent) on Inbound Referral's "Enrolment Activity" tab.

Impact: UI

Case Note Review tab on plans

On the Plan Form, there is now an additional tab labelled "Case Note Review". This displays all Case Notes from the plan, sorted by individual and date (with most recent at top). The full text of each Case Note can be read by hovering the mouse over the Case Note text column. Only Case Notes that the user has permission to read will appear in this list. This tab provides a way quickly review the Case Notes associated with a Plan.

Impact: UI

Limit Diagnoses selection for the Primary diagnosis field

The list of available codes to select from for the primary diagnosis has been restricted to only the appropriate codes

Impact: UI | Ref: 29251

Not all clients need PRIMHD to be available

Impact: UI | Ref: 29639

Make sure Active Time (mins) field shows on all activity type.

Active Time (mins) field is a field to record time spend on the activity. it needs to be available in all activity types

Impact: UI | Ref: 29449

Enable/Disable Email Pharmacy button

With the System Config entry, BackOffice user can manage to Hide/Show Email Pharmacy Button on Plan Overview Page

Impact: UI | Ref: 29655

Group Programme Template - remove deprecated Session Duration field

Duplicated Session Duration field removed

Impact: UI | Ref: 29878

Participants Booked info is not appearing

Participants Booked info is not shown in Sessions table

Impact: UI | Ref: 29901

Group Programme Roll SSRS report

Group Program Roll SSRS report has been added

Impact: Reporting | Ref: 29903

Issues

Important

Going forward beyond the 6.31 release, issue and bug fixes will no longer be captured in our release notes.

Please use your tickets logged in Jira Service Management (Wāhi Pātai - Whānau Tahi Support) to see communications from Whānau Tahi in regard to messaging about, and the closure of, issues, incidents and failures you have logged.

When entering a Case Note the user was presented with an error

This error has been resolved

Impact: UI | Ref: 29283

Completing an exit does nothing

When trying to complete an exit activity, nothing happened when you clicked the COMPLETE button. This has been fixed.

Impact: UI | Ref: 29386

Resource Transaction entity spelling mistake

Change Amound to Amount in form notification

Impact: UI | Ref: 29512

Activity without service cannot be completed

This issue has been resolved

Impact: UI | Ref: 29705

Attendance setup locked fields do not populate

Accepted participants and pending Inbound Referrals did not populate. Fixed.

Impact: UI | Ref: 29879

Gains assessment labels spelling error

'How you ever been discharged" changed to "Have you ever been discharged"

"Use of AOD caused to losd work" changed to "Use of AOD caused to lose work"

Impact: Assessments | Ref: 29880

Auto text for Booking request issue

Auto text for Booking request was not doing anything. This has been resolved.

Impact: UI | Ref: 29883

Error when updating Booking request record

Error when updating lookup field (Activity Group1) on Booking request record. Resolved.

Impact: UI | Ref: 30201

Cannot modify address on Whānau Record

Updating address on Whānau Record produced an error. This has been fixed.

Impact: UI | Ref: 30221

Te Pae Oranga Referral error

Referral lookup field was not being populated with incoming Inbound Referral record. Fixed.

Impact: UI | Ref: 30393

Issue when deleting annotation associated with Referral

Deleting a note associated with a Inbound Referral was giving an error. This has been fixed.

Impact: UI | Ref: 30397