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New Features
Insurance
3 new items are released with Three new features have been introduced in this version for of the insurance module:
Allow to export the cheques by payee
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Exporting Cheques by Payee: Users can now generate a report within the platform detailing all the cheques printed for a specific payee. There
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are two ways to
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access this feature. Firstly, from the Payee list,
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a new button
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enables the export of a cheque report. This
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initiates the download of an
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Excel file
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containing all the cheques created for
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the selected payee
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This
is also possible now Additionally, users can now perform this action from the Cheque issued for insurance claim report where now there is a Payee filter that allow to select one Payee and extract the report.
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. A newly added Payee filter enables the selection of a specific Payee, facilitating the extraction of the report
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Introducing two new tracking features: This tracking features enabling the identification of individuals who printed a check and who reviewed a document
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reviewed documents attached to an insurance claim.
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Firstly, regarding the checks, the system will display the identity of the user who printed the check.
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Also Secondly, for all document documents attached to a claim we now have , a full log of who flag comprehensive log now records the user who flagged the document as reviewed. Each of the file can now be marked as reviewed, and this action will be logged in the database.
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Add notification and warning Implemented a new Notifications and Warnings feature: We've implemented a new feature that includes notifications and warnings when a claim is created generated in a season other than the current one
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. Insurance users will now receive an email notification
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whenever a claim is created in any
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past season.
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Additionally, an on-screen warning notification will promptly alert users about this occurrence
Updates and Improvements
Travel
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Permit
We are releasing the below changes on travel permit:
All the workflows per branches are now set.
The notifications process was reviewed in order to send based on the workflow and not only to the creator of the Travel Permit.
The system now display the next approver based on the workflow.
The system now display a sequential number for each of the travel permit created.
Confirming a
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Member that is
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Shared
A shared organization will now be able to confirm a member that is unconfirmed. The shared organization will also be able to verify the address.
Note:
This is permission based so this option depends on the branch permission. A member profile can be confirmed only feature's availability is contingent upon branch permissions.
Confirmation of a member profile is conditional if there is no unconfirmed address and a primary address set. If there is an unconfirmed address exists, it the member confirmation process will not be possible to confirm the member.
Participant
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Report
The participant report now have the primary address and the phone number.
Registration
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Report
The registration report now have the primary address and the phone number.
Rostered
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Participant Report
A new column was added to the Rostered participant report to display the gender of the team.
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Link to a
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Clinic in the
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Qualification
In the member profile, when you click on a clinic or a qualification that is related to a clinic, we will now display a link to go directly to the clinic.
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