- Created by Shawna Crawford, last modified on Jun 23, 2016
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Current Release Notes
The enhancement and fixes detailed below pertain to the items included in the most recent BASCONNECTTM software release (Release 4.2).
Enhancements
Enhancements include new features and modifications for the following issues:
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Portal | Application | 5475 | Connect Portal, a new web-based report management tool, was created and deployed. | ||||||||||||||||||||||||||||||||||||||||||||||||||
Dashboard | 8268, 8269, 6169, etc. | Created two views, accessible from the Connect Portal Dashboard. Each view has related widgets displaying financial and operations-related information pertinent to the selected practice.
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Back Office & Portal | Reports | 4112, etc | New reports created and available from both Back Office reports and Portal:
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5969, etc. | Standard reports, previously available in Connect Back Office Reports and Reportal were converted to new reports in Connect Back Office and Connect Portal:
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8012 | Some report names were modified to ensure consistent naming conventions across applications. A Category classification was added to each report. | ||||||||||||||||||||||||||||||||||||||||||||||||||||
3624 | The Practice Performance Analysis report was modified:
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7749 | The Outcome Details report was enhanced to include the following data:
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8331, 8332 | Modified the Net Collection % calculation in the Financial Activity Summary and 13 Month Financial Activity Summary reports to:
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8335 | Date range limits were applied to the reports with a Date filter. Some reports only allow for a 31 day date range and others allow for a 366 day date range. If the dates fall outside the allowed day limit, a warning message is presented to the user running the report.
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8396 | For reference, reports exported to Excel will include the title of the report in the A1 cell and the filter criteria at the bottom of the Excel file, below the report results. In Portal, the filter criteria can also be found at the base of the Detail page, below the report results. | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Back Office | Reports | 8324 | The Reports page will now include 2 tabs: Modern and Classic. The Modern tab includes the new and converted reports available in 4.2. The Classic tab houses the reports that were unchanged in this release:
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5948 | Added Report Permissions to the Home page and Admin menu to access the Report Permissions page for adding/deleting report folders in Connect Back Office Reports and Connect Portal. Permissions can be set per role to Create, View, Update, or Delete reports from the folders. | ||||||||||||||||||||||||||||||||||||||||||||||||||||
Admin | 2111 | Added Custom Fields to the Home page and Admin menu to access the Custom Fields page for creating and managing custom fields on the Case page > General Case Information tab. | |||||||||||||||||||||||||||||||||||||||||||||||||||
General | System Help | Not applicable | Online Help has been updated with a new design and format. The updated documentation is available for Connect Portal and select Connect Back Office pages. It can be accessed by clicking F1 from a page within either application. Note: Updates for the remaining Back Office pages are forthcoming and will be deployed in a future release. |
Fixes
Fixes include corrections for the following issues:
Application | Category | Issue | Description |
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Back Office | Accounts | 8182 | Fixed issued causing a timeout error when executing an account search. |
Guarantor Collections | 8201 | Fixed issue causing an error message when trying to add new assignment rules or new action type for guarantor collections. | |
Fee Schedules | 8204 | Fixed issue causing an error message when trying to update a compensation fee schedule for a practice. | |
Suspense | 8251 | Fixed issue allowing the same suspense transaction to be distributed more than once. |
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