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New Features

Insurance

3 new items are released with this version for the insurance module :

  • Allow to export the cheques by payee

It will now be possible to extract a report in the platform for all the cheques printed for a specific payee. There is 2 ways to do that. First from the Payee list , there is now a button to export cheque report. This will start the download of an excel file with all the cheques created for that payee.

This is also possible now 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.

  • Track who printed a check and who reviewed a document

We are adding two features now to allow to track who was printed or reviewed a document attach to an insurance claim. First for the check , we will now display the name of the identity that printed the check.

Also for all document attached to a claim we now have a full log of who flag the document as reviewed. Each of the file can now be marked as reviewed and will be logged in the database.

  • Add notification and warning when a claim is created in a season other than the current one

We are also launching an email notification to the insurance users when a claim is created in any of the past season. There will also now be an onscreen notification to show a warning.

Updates and Improvements

Travel 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 member that is 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 if there is no unconfirmed address and a primary address set. If there is an unconfirmed address, it will not be possible to confirm the member.

Participant report

The participant report now have the primary address and the phone number.

Registration report

The registration report now have the primary address and the phone number.

Rostered participant report

A new column was added to the Rostered participant report to display the gender of the team.

Link to a clinic in the 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.

Training Calendar

Check our training calendar. New sessions are frequently added.

Click here for the training calendar.

You can also request a training session.

Click here to request a training session.

 

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