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    💠11/10/2025 Neo Release💠

    Table of Contents

    📅DSM Backdating 💳Cash Sheets ⇄SPM to SB-IHC ℹ️Staff Extended Info 📲Clubhouse Member Reach Out📧 📄Access Center New Reports 🤑Financial Assistance Application

    📅DSM Backdating

    When adding a DSM, if you select a retroactive date, you will now be presented with two options that will then influence the existing DSM effective dates and/or eliminate an existing DSM.

     

    Option One (select the date and leave the box below the date field unchecked)

     

    This option will create a DSM with the chosen effective date, but end date it to align with the next existing DSM.  

    This option is to enter a DSM into a space between other existing DSMs.

     

    See an example for option one

     

    Option Two (select the date and check the box below the date field)

     

    This option will create a DSM with the chosen effective date and an end date one year in the future.  This will also effectively replace any existing DSMs within that time frame or afterward.

    This option is to enter a DSM beginning at a date in the past and overriding subsequent, existing DSM(s).

     

    See an example for option two

     

    See the full article here!

     

     

    💳Cash Sheets

    There is now an additional column in the Payment section of the Client check-in screen for selecting which Credit Card Machine is being used for the payment.  If the location you're checking the client into only has one credit card machine, this field will default to that machine.  If the location you're checking the client into has more than one machine, you will need to use the dropdown menu to select the machine you're using.

    See the full front desk credit card payment process here!

     

     

    ⇄SPM to SB-IHC

    When selecting the SB-IHC program as Program Referring To, a dropdown menu will populate below that field to allow you to select which school you are referring to.  There is an In-Home option if you are not referring to a school.

     

    ℹ️Staff Extended Info

    There's a new menu option in the Staff search tab.

    This feature will be used to add additional information to staff profiles.  

    At this time School Based Associated School is the only category but more options to be developed as needed.

     

    📲Clubhouse Member Reach Out📧

    Previous options for Clubhouse member reach out were Call, Mail, or a Visit.

    Email and Text options have now been added for Reach Out types.

     

    📄Access Center New Reports

     

     

     

     

     

    New AC reports have been added.

    • Preliminary DSMs &
    • AC Staff Time

     

     

     

     

     

     

     

     

     

     

    Preliminary DSMs Report

     

    AC Staff Time Report

    🤑Financial Assistance Application

     

    New columns added to the Financial Assistance Application section of the Payor Information screen.

    • Client ID:  this is a hyperlink that brings you to the Billing tab for this client
    • Valid From:  Once the application has been reviewed, if a discount is applied, this will show the selected start date.
    • Valid To:  Once the completed application has been reviewed, if a discount is applied, this will show the selected expiration date.
    • Approved Discount:  Once the completed application has been reviewed, if a discount is applied, this will show the percentage of the discount that will be applied to services.
    • Status:  This will show the current status of the application
      • Awaiting Review
      • Approved 
      • No Discount Applied

     

    ⭐For those with access to the Financial Assistance Apps section of the Billing screen, we've added a Status column.

    This will show:  

    • Approved
    • Not Approved
    • Awaiting Review

     

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