⛓️Changes from prior releases
All your questions about the recent changes. New features, functionality that may have been deprecated, or relocated.
Can we capture the reason for a customer leaving the agency?
The customer who is no longer with our agency has a status of 'Dormant'. When a customer status is changed to 'Dormant', along with the customer termination date, there is now a dropdown to select the reason for termination, along with the date of termination.
The drop-down options to capture the reason for losing a customer include:
Individual Passed Away,
Switched Providers,
Ended Service,
Returned to DDD Case Support,
Moved to MLTSS,
Moved to another state,
Disenrolled from DDD.
What changes, if any, have happened to Monitoring tools?
The Fieldworker app allows you to initiate and complete the Monitoring Tool every month, quarterly and/or Annually. The MT implementation in the Fieldworker platform is explained at Create a Monitoring Tool using Fieldworker.
The current release has the following changes in Monitoring Tools Implementation.
Changes proposed in section 1 of the MT to include agency-defined contact types as a dropdown for selecting the relationship to the client. The selection in Section 1 controls the logic for section 9. This list contains the three default relationships and any other contact relationships that an agency may have defined.
The logic for selecting questions in section 9 is driven by the relationship of the contact to the client. More details are available on the MT page.
The SCS screen will now order the customer entries to show the most recently submitted on the top of the list.
For NJ SC companies, SC and SCS screens will not show the start time of the task. It will be replaced by the duration of the task, in minutes.
The Red color text used to indicate the MT sections missing data (or incomplete) will be made bolder to have such sections stand out easily.
What has changed on the Timesheet page?
On the timesheets screen, for all employees of the NJ SC companies, the start and end times columns will be hidden. These companies are tracking the duration, and not the exact start and end time.
On the timesheet page for employees, the most recent pay period should open automatically.
Are there new configurations and settings that can help me customize the Fieldworker to adapt to my business?
A new configuration setting 'Identify Annual Visit' will now control the two questions around specific identification of new visits and the visit to a location where a customer spends more than 16 hours a week.
How do I know when a timesheet entry was created and/or modified? I have my employees who may miss the cutoff for payroll.
Timesheet pages for all employees will now add two additional columns to the screen. These columns are displayed by default but may be hidden if needed.
Task creation time
Task update time, if any
How can I use the Fieldworker to verify if an MT has already been downloaded?
The Fieldworker platform now indicates if the MT for a customer has already been downloaded.
A checkmark after the name of the customer indicates that the MT has been downloaded.
The customer screen now also displays the date on which an MT for this customer was last uploaded to DDD (iRecord). This date is sourced from the last run of the DDD synch process.
How do I locate a voice note added to my customer or a visit?
Your voice notes are now available on the Fieldworker web platform.
You can see them on the customer overview page.
The voice note can also be accessed from the Notes tab, especially if you are trying to locate an older note.
You can access the voice note by simply playing it, as needed.
What is the new navigation on the mobile app?
The fieldworker mobile app was completely redesigned based on your feedback, as well usage. The new Mobile app has three separate menu controls.
A top-level menu that has access to features that affect your account, and profile may be accessed by clicking the top-left tray icon to open the accordion menu, which will slide open from the left edge.
A drop-down menu can be accessed from the (+) icon on the top-right corner. This menu gives you access to add (or create) a new task, or a new contact, add a text or audio note to a customer, and/or plan and tasks. You can also upload an artifact (document) from this drop-down menu.
The bottom bar has the five most commonly used screens that can be directly accessed from this bar. Other functionality screens may be accessed from the last icon in the bottom-right corner.
What happened to the Plan page on the mobile app?
The fieldworker mobile app was completely redesigned based on your feedback, as well usage. The new Mobile app has three separate menu controls. The Project page has been moved onto a separate menu, that can be accessed using the More button on the right side of the bottom menu.
A top-level menu that has access to features that affect your account, and profile may be accessed by clicking the top-left tray icon to open the accordion menu, which will slide open from the left edge.
A drop-down menu can be accessed from the (+) icon on the top-right corner. This menu gives you access to add (or create) a new task, or a new contact, add a text or audio note to a customer, and/or plan and tasks. You can also upload an artifact (document) from this drop-down menu.
The bottom bar has the five most commonly used screens that can be directly accessed from this bar. Other functionality screens may be accessed from the last icon in the bottom-right corner.
Where do I find the Timesheet/Checklists/Artifacts pages in the new app?
The fieldworker mobile app was completely redesigned based on your feedback, as well usage. The Project page has been moved onto a separate menu, that can be accessed using the More button on the right side of the bottom menu.
The bottom bar has the five most commonly used screens that can be directly accessed from this bar. Other functionality screens may be accessed from the last icon (More) in the bottom-right corner.
How do I add a voice note to my customer or visit?
From your mobile app, click the (+) icon from the top-right and select 'New Voice Note' to add a quick voice note. This could be your summary of the visit, your client testimonial, or something in between.
The voice note can be added to a customer (mandatory), or a plan and/or visit as the case/need may be. When you (or the client) are ready, just click on the microphone to start recording your voice note. You can stop and play to listen in, before saving your voice note to the system.
How do I capture the client signature after my visit?
The new mobile app allows you to capture the client signature, as a verification of the successful delivery of the service.
Make sure that your task indicates that a signature is required at the completion of the task (visit). The default setting for the signature requirement is 'No', so make sure that the task has explicitly been set to capture a signature.
For a task that requires a signature, a signature pad will show up when you checkout from the visit/task. The signature pad will confirm the client's name, location, and time when the signature is being captured, as proof of the delivery of the service.
If a signature has been added to a task, it will be visible on the task page.
How do I switch to Spanish language interface? ¿Cómo cambio a la interfaz en español?
The new Fieldworker app makes it easy if you are more comfortable with the Spanish user interface. From the top left icon to open up the sliding accordion menu, please select Español as your option. This will be remembered for all future usage until you change it.
La nueva aplicación Fieldworker lo hace fácil si se siente más cómodo con la interfaz de usuario en español. Desde el ícono superior izquierdo para abrir el menú deslizante de acordeón, seleccione Español como su opción. Esto se recordará para todos los usos futuros hasta que lo cambie.
How can I use the Fieldworker app to verify a task that starts and ends at different locations?
The Fieldworker platform now supports complex tasks and visits that may involve multiple locations including a transit to another location. To do EVV for a task that may require multiple locations, please ensure
that all potential locations are added to the current plan for the customer.
the task includes all locations that you will be visiting for delivery and completion of the service.
the app will allow you to check into the task from any of the associated locations, and then check out from either the same or any other associated location.
What is the 'Document Center'? How do we get access to it?
Your Document Center introduces an easy way to organize all your documents in one place. You (or your company admin) can subscribe to this functionality from the Settings menu, or you could ask your Customer Success Rep to help you set up this access.
For more details, check Document Center
Are there new configurations and settings that can help me customize the Fieldworker to adapt to my business?
You can name the MT documents based on the convention followed at your company.
You can choose to indicate if a specific 'N/A' should be added to an unanswered question in your company's monitoring tools.
You may elect to track the employee cost of each project.
What changes, if any, have happened to Monitoring tools?
The Fieldworker app allows you to initiate and complete the Monitoring Tool every month, quarterly and/or Annually. The MT implementation in the Fieldworker platform is explained at Create a Monitoring Tool using Fieldworker.
The current release has the following changes in Monitoring Tools Implementation.
The section 1 of the MT form has an exclusive field to indicate if this is an annual form. The field is pre-populated as 'No' i.e. by default, it is a quarterly MT. This field is an internal field and is used with the Fieldworker for reporting and other analytical purposes. This field and its content are not included when you download a copy of the form for DDD.
The quarterly MT form has another exclusive field to capture ' Is the visit at the location where the client spends more than 16 hours a week?'. The field is pre-populated as 'No' . This field is an internal field and is used with the Fieldworker for reporting and other analytical purposes. This field and its content are not included when you download a copy of the form for DDD.
If your agency has its own list of relationships that are captured as part of the client's family, caregiver, or circle of support, the contact relationship field in section 1 will now add your agencies's contact relationship types to the choices included in the MT. If your agency does not have any customized contact relationship types, your MT form would have no difference.
The program name and its type fields in section 9 of the quarterly monitoring tool are now pre-populated from the last quarterly MT if populated.
To simplify filling all sections correctly, the platform now supports a configuration, ‘Does MT require N/A’, that will allow The Fieldworker app to automatically add N/A to questions that have not been explicitly answered.
A new MT summary report showing all consumers as a row … and rolling 12 months (past 11 months data with current month) as columns indicating the date and type (Monthly, Quarterly or Annual) of the MT completed for that month.
A new report showing late MT submission that lists all active customers with plan end date beyond the current month's end ..
Name of the customer
Plan end date
SC Name
SC Supervisor name
MT status
Your agency can now configure a template for naming individual MTs when downloaded in bulk or individually. The following token/words can be used to construct the name of the file.
User_Name Name of the support coordinator is used to replace this placeholder.
MMM Three letter abbreviation of the month for which this MT is produced.
YYYY The year for which the MT is generated.
Customer_Name Name of the client is used to replace this placeholder.
For example, you could specify the following as your naming convention.
Monthly/Quarterly Zip: User_Name_MMM_YYYY_MT_Forms.zip Docx
Customer_Name_MMM_YYYY_Monthly/Quarterly_Form.docx
The Fieldworker platform indicates to the manager when a support coordinator submits a Monitoring Tool for approval. The manager of the SC is immediately notified using in the app message. If the manager is not logged on, the messages are displayed when the manager connects next time.
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