# Change Log

{% hint style="info" %}
The Fieldworker team responds to your requests and any other changes. Major releases follow a quarterly cycle cadence, while minor releases are deployed monthly.

**Major releases** are expected every quarter in February, May, August, and November.

**Minor releases** - expected in every other intervening month

**Production hotfixes** are deployed in an agile manner to minimize the impact of the issue
{% endhint %}

### Items being worked on  (No ETA)

The following functionality is under development and testing and will soon be deployed.

{% tabs %}
{% tab title="Added" %}

1. SDOH data collection and reporting
2. Expand Forms functionality to support
   1. Pre-populated sections from app data
3. Expand custom reports functionality to allow custom reports to be shared with other users.
4. Agentic integration within the Fieldworker
   1. Fieldworker operations agent - integrated with the app, as a premium feature, ingesting  SDRs into the system
5. Revamp and redesign the new onboarding experience
   1. based on the role and type of the company 
      {% endtab %}

{% tab title="Changed" %}

1. Settings and configuration sections on various tabs now have explanatory text, making it easier to understand the intent of the section and the impact of changes, if any.
   {% endtab %}

{% tab title="Fixed" %}

1. Refactor the code to improve the quality and enhance stability
2. Ensure accessibility by allowing adaptive control
3. Improve layout to increase look and feel
   {% endtab %}

{% tab title="Ability Hub" %}

1. AH Web app listing service providers 
2. New SDOH screen/interview
3. Caregiver burden interview
4. Caregiver Marketplace
   {% endtab %}
   {% endtabs %}

### Release 4.0 ( ETA 2026-08-07 )

The following functionality, aimed at Home healthcare, Daycare, and service provider companies, was deployed for general availability.

{% tabs %}
{% tab title="Added" %}

1. Build functionality for supporting Home Healthcare workers
   {% endtab %}
   {% endtabs %}

### Release 3.5 ( 2026-05-15 )

The following functionality, aimed at Home healthcare, Daycare, and service provider companies, was deployed for general availability.

{% tabs %}
{% tab title="Added" %}

1. Build functionality for supporting Home Healthcare workers
   1. Support shifts and allow DSP's to pick shifts
   2. Smart AI-based matching of DSP to a customer shift
   3. Maintain customer and employee preferences for optimal match
   4. Notification to DSPs about open shifts
   5. Support of ADLs and IADLs natively
   6. Capturing shift notes and incidents
   7. New Mobile app interface for DSP
      1. The new landing page shows shifts assigned, shifts available
      2. shifts can be accepted and/or rejected/declined
      3. ability to initiate a phone call to the customer if the customer's phone number is known
      4. The ability to invoke the automatic routing using the phone to the customer's address
      5. Easy estimates of expected payout based on the no of shifts completed
   8. New landing page for admins
   9. Interface with the Ability Hub app, allowing a real-time view to the family
   10. Alerts are generated for any missing check-ins or check-outs
   11. Several new reports are added - 
       1. to keep track of the shifts
       2. Historical visits summary
       3. Schedule change log
       4. Shifts not completed (Rejected/Cancelled/Incomplete)
2. New EVV dashboard
3. Enhancements to the Referral functionality
   1. New Referral Dashboard
      1. highlighting referrals that have been delayed
      2. tasks that are delayed, and
      3. employees who are backlogged
   2. A new outbound referral can now be directly initiated from a client screen.
   3. A referral in the system now supports more complex workflows and statuses.
      1. Referral Initiated
      2. Initial Contact
      3. Documentation Pending
      4. Documentation Received
      5. Determination Pending
      6. Accepted
      7. Denied
      8. On Hold
      9. Intake in Progress
      10. Closed
4. Make all employee relationships visible to all admin users
5. The Fieldworker mobile app operates in offline mode with limited functionality, even when the user is not connected to the internet.
6. Agentic integration within the Fieldworker
   1. Fieldworker support agent - integrated with the app, answering questions immediately without going out of the app
   2. Fieldworker sales agent - integrated with the fieldworker and the ability hub websites, guiding visitors/prospects along to learn more about their use case, readiness, and willingness for a call and/or demo
7. Link a billable task to its claim .. allowing a company to enforce that an artifact (usually forms/notes) is not modified, once the associated claim has been paid.
8. Time & Expense can be added to any task, and users will be asked to submit those when checking out of a task if the appropriate settings have been added.
9. The Goals, Tasks, and payers are now more tightly integrated to allow better monitoring of the progress towards goals
10. Enhancements to the Customer model (and page) 
    1. to show all available details about the Social, ADL, IADL, incidents, Assessments, and medication details. This aligns the Fieldworker platform with the information on the Ability Hub platform when an agency has offered its customer services (and benefits) bundled with the usage of the Ability Hub app.
    2. Capture customer preferences to help allow smart caregiver matching
       1. Do they have a pet?
       2. Do they prefer a male or female provider?
       3. Is there a language preference?
       4. prefer repeat providers
          {% endtab %}

{% tab title="Changed" %}

1. Expand custom reports
   1. Allow custom reports for home healthcare agencies
2. The charts on the agency's demographic dashboard now show statistics only for active customers.
3. Claim status is now linked with the accounts receivable status. This indicates whether a claim has been paid via alternative means and keeps it out of the billing process.
4. Fieldworker now allows agencies to maintain indefinite validation for a payer approval of a plan (or project). This can be enabled using Settings and should be helpful for case management and non-profit agencies.
5. Enhancements to the Agenda page on the Scheduler screen to more efficiently use space and optimize the view.
6. Allowed the following fields to be optional and controlled by the support team

   1. ICD-10 Diagnosis/Diagnosis code,
   2. Transfer out date,
   3. Transfer out reason,
   4. Medicaid ID,
   5. Waiver program,
   6. Medicaid End Date,
   7. Agency Assign Date

   By default, these should be visible and mandatory for NJ Support coordination companies. For all others, these should be non-visible and optional by default.
7. The Employee Notes report can now be run for any duration.
8. The Fieldworker mobile app changes
   1. now allows an employee to check in to a new task, even if the employee has not checked out from the earlier task, provided there is no overlap with the scheduled time of any earlier task.
   2. Each screen now has a Fieldworker logo
9. Expanded the size of text that can be added to capture a goal for the customer.
   {% endtab %}

{% tab title="Fixed" %}

1. Consistency in all date/time controls on a platform
2. Eliminate functionality that was interfering with the clients using terminal emulator software
   {% endtab %}

{% tab title="Ability Hub" %}

* Integrate the AH app with the Medicare history (CMS)
  1. Have a patient agree to pull in data from the CMS
  2. Have it shared with the caregivers
  3. Withdraw the permission
  4. Access to all Medicare data
     1. Enrollment data
     2. Vists Details
     3. Claims Detail
* Redesign of the app
  1. New color scheme
  2. Simplified navigation
  3. Revamped medicine section
* Have a look at memories .. a new page
  {% endtab %}
  {% endtabs %}

### Release 3.4 ( 2026-02-03 )

The following functionality, aimed at Home healthcare, Daycare, and service provider companies, was deployed for general availability.

{% tabs %}
{% tab title="Added" %}

1. The Accounts Receivable functionality is now available to all agencies. Once a task/session or encounter is completed, the associated invoice is added to the month's expected revenue.
2. The Fieldworker platform now supports Private Payer Billing. If a company subscribed to private payer billing functionality
   1. Tasks can be mapped to the private payer contract
   2. For each customer, a contact can be indicated as the one responsible for payment
   3. A new dashboard allows the generation of invoices from completed tasks, sessions, or encounters
   4. An invoice is generated and sent via email to the assigned contact responsible for payment
   5. Accounts receivable indicate the invoices raised to private payers.
   6. Billing reports are enhanced to show the expected payments from private payers
      1. Invoice report
      2. Billing Transactions report
      3. Claim Balance report
3. A new dashboard has been added to allow most service providers or daycare management companies to track unit utilization effectively. Users can track utilization of units for the entire company, any specific user, or specific procedures for any date range. The dashboard brings together tasks, sessions, or encounters along with the prior authorizations to give management a view to ensure the most effective utilization of the approved units.
4. The Fieldworker platform now allows any user to create and save custom reports. This allows a user to select specific columns and their order to be displayed.
5. The platform now allows a company to add settings to indicate how the time will be captured when creating a timesheet entry. The options include duration, exact start, and end times. 
6. Referral functionality continues to be expanded.
   1. A new, separate tab on the Referral dashboard lets your user see all your referral partners in one place.
   2. Enhanced referral dashboard to include a few extra columns.
   3. The current status of the referral is modified and maintained using the dashboard.
7. The Fieldworker now supports expanded HR Management capabilities, strengthening agencies to manage their employees and contractors.
   1. Manage employees by tracking their time spent across all tasks, including billable and non-billable tasks
   2. Manage all documents related to an employee in a separate secure area 
   3. Manage all certifications of an employee and track when they need renewal
   4. Organize and manage preferences for an employee by customers, or maintain where an employee might be a good (or preferred) match
8. A new report listing all employees who have ever worked with a customer.
   {% endtab %}

{% tab title="Changed" %}

1. Several changes to the presentation and functionality around MTs
   1. Add the MT Contact date as a column to both SC and SCS screens.
   2. Add a new setting as part of the MT settings .. indicating the billing preference. Options should include
      1. Calendar month
      2. Prior Auth Date range
      3. Contact Date only
   3. When an MT is created/saved, make sure that the underlying task has corresponding start and end dates
      1. From the 1st to the last of the month
      2. From the 1st to the last of the month
      3. Contact Date only
   4. For NJ and SC companies, when generating a claim from the PA screen, check the settings created above in #2, and use PA dates if choice 2 is selected.
2. The following enhancements have been made to the PA screen
   * The default PA screen is currently a monthly view. The system now supports a weekly view and also allows users to select a date range to run the report.
   * For any specific date range, the system only includes the PA entries if the authorization is fully contained in the selected date range.
   * The task types are now populated for all rows, even when there is no matching task. 
   * A new column is added that shows the amount that will be billed, calculated as units used \* rate
   * The system now displays a total of all entries in the above new column, for all selected entries, at the top, as a KPI.
3. When an admin sets the checkout time for a task, a validation is run such that the new time does not overlap with another task with this employee.
4. Managing goals for a customer now allows explicitly associating the provider, location, and who this task is billed to.
5. When the new customer is added as a company, the date of birth field is labeled as 'Date of incorporation', and the gender field is hidden.
6. Before adding a new location, the system now checks if it already has this location.
   {% endtab %}

{% tab title="Fixed" %}

{% endtab %}

{% tab title="Ability Hub" %}

1. The Ability Hub App integrates the Fieldworker's 
   1. Artifacts,
   2. tasks and 
   3. notes to support two-way integration.

{% endtab %}
{% endtabs %}

### Release 3.3 ( 2025-11-06 )

The following functionality, aimed at Case Management, Daycare, and service provider companies, was deployed for general availability.

{% tabs %}
{% tab title="Added" %}

1. Premium customers can now have a customized, dedicated subdomain for referrals, <https://referral.fieldworker.ai/youragency>
2. Allow customers to add additional data fields to the customer record.
3. The following new reports have been added to the Reporting and other Dashboards
   1. A new Billing dashboard that helps the Support team track Billing files upload
   2. A new report for daycare companies, showing all sessions and their attendees within any user-defined time period.
   3. A new company dashboard that showcases monthly KPIs and month-over-month changes in those KPIs.
   4. Build a new subscription for various dashboards that are delivered daily to scheduled recipients. Only dashboards with aggregated information can be sent via email.&#x20;
   5. A new sessions report is now added that displays all scheduled sessions, and their participants in any pre-defined period (this week, last week, this month, and last month)
4. The following changes have been included in the Billing functionality
   1. For a non-support coordination company, the prior authorization dashboard now shows any forms associated with the tasks that match the authorization.
   2. Users can now add a note to a prior-authorization entry. Any matching task when sent to the Billing dashboard will automatically include this note.
   3. A new billing dashboard has been added to help the Billing operations team support the timely upload of the claims to NJMMIS.
   4. The following enhancements have been made to the Prior Authorization dashboard.
      1. For users from non-New Jersey companies, the MT column is renamed as Forms, and a link is included to access the associated form.
      2. A new notes column is added to the dashboard, and this note is carried forward to the Claims dashboard when the tasks are released for billing.
5. Following MT related enhancements have been made to streamline the process
   1. For a New Jersey-based support coordination company that does not track time, the underlying task now automatically sets the task for the contact date and time.
   2. Every MT submission now captures the submission date for the first submission. This field is visible as 'Initial MT submission date' on the MT page.
   3. MT pages now allow a user to access the MTs for the last 12 months. A user may choose to display MTs for prior months by selecting appropriate columns to be displayed.
6. FW platform introduces Referrals
   1. An agency can accept a referral from any source
   2. Use a QR code to advertise your inbound referral form
   3. Generate an outbound referral for your clients to third-party providers
   4. Instantiate the referral workflow if your company is subscribed to and has defined and established an intake workflow.
   5. A new incoming referral can be initiated using the Fieldworker mobile app, allowing any user to start an intake process.
   6. The Fieldworker Support team can establish and manage the connection to external companies, even when these companies are not Fieldworker clients.
7. Fieldworker Mobile App-related changes
   1. now support biometric identification. A user can set up face recognition to log in to the app.
   2. The Fieldworker Mobile App supports a new permissioning system.
   3. From the mobile app, use the current location to add an address/location to a project. The user should only be able to add to a customer (active project) .. the current location. In the web app, this is only available to the admin user.
   4. Timesheets created through the mobile app with a task type that has a form associated should have the capability to fill out the forms through the mobile app.
   5. Similar to the web app, an option in the mobile app to be able to schedule a recurring task.
   6. The mobile app screens are now consistent with adaptive controls, allowing users to adjust the app according to their specific needs.
   7. A new form can now be added to a client from the mobile app.
8. Expand Forms functionality to support the following new functionality
   1. Forms can now add signature fields.
   2. Task and customer information are now added to the form, providing a context when printing a form
   3. Printing and downloading multiple forms as a single document is now supported from the forms tab of a customer.
   4. Putting the agency name and its logo in the header of the form
   5. A form for a customer can now be initiated from the customer screen.
   6. A form can now be saved in various international languages and displayed on both web and mobile app.&#x20;
9. Expand Workflow functionality
   1. Include a decision node that can lead to two alternate paths. A decision node will allow users to define a condition using any of the customer or project data.
   2. Detailed view to manage active workflows
10. Expand customer interaction within and outside the app
    1. New product analytics platform, Amplitude
    2. Nudge for review on major landmarks (anniversaries, hundreds of MTs, etc.)
    3. NPS and other surveys
    4. Send an anniversary message
    5. Send a request to provide feedback (Google review)
11. The following new functionality has been introduced into the Task and Timesheet model. An agency may choose to make&#x20;
    1. The task description is an optional field
    2. Hide entering a note with a timesheet entry
12. Added a new EVV readiness report that examines an agency's setup to ensure that EVV data sent will not be rejected.
13. The following new functionality has now been added to the Scheduler.
    1. Expand the creation of the session to (optionally) include functionality to add the customers to the session, as well.&#x20;
    2. When someone deletes a session from the agenda page (or otherwise), have a confirmation dialogue to avoid accidental deletion.&#x20;
    3. When a session is deleted after clients have been marked present in the session, a confirmation dialogue informs the user that all such attendance records will also be deleted, along with the session.
    4. On the agenda page, when attendance is marked, an icon with the name is added to indicate whether the form(s) associated with the attendance task have been submitted.&#x20;
    5. A new role can now be created to enable users to schedule sessions.
    6. The agenda view no longer defaults to the monthly view. The screen now remembers your last use and defaults to the last used page.
14. The Rates in the Fieldworker platform can now be set and used for billing, based on the mode of delivery of the service.
15. The integration between the Fieldworker app and our client app (Ability Hub ) is continually expanding.
    1. Any note posted by a client is included on the client page on the Fieldworker app.
    2. Any task accepted by a fieldworker (or caregiver) via the Ability Hub app will automatically show up on the fieldworker's task calendar.
    3. Any documents created/uploaded from the Abulity Hub app will now automatically show up in the Fieldwoker app.
       {% endtab %}

{% tab title="Changed" %}

1. Upgrade MUI version to V8
2. Better usability utilizing MUI V8 features
   1. Enhance the date range menu to incorporate the pre-defined ranges
   2. Incorporate column panel as a nested list
   3. Incorporate the toolbar in the datagrids
   4. Incorporate styling to make better usability
   5. Incorporate ‘Loading rows’ overlay … for the larger grids
   6. Lazy loading for most grids (Claims, PA, and MT)
3. Supporting server-side filtering for large reports, resulting in better performance (Timesheet)
4. Replace June with Amplitude as a customer analytics system
5. Replace Bing Maps with Google Maps across all screens on both the web and mobile apps.
6. Upgrade EVV feed to incorporate changes from HHA
   1. Support client-specific credentials
   2. Access tokens on a per-company basis
7. The following reports have been enhanced to include these changes.
   1. Printed reports that exceed 400 pages will now be displayed as a data grid. The report's data can then be downloaded as CSV or in any other format.
   2. The Active Customer report now includes new columns from the Customer and Project tables, if these columns are used by the company.&#x20;
   3. Form reports can now be filtered using the start date of the underlying tasks of the form.
8. When checking for the overlap of the customers added to a session, have the name of the customer with overlap displayed in the message.&#x20;
9. DDD sync page now shows the details from the last three runs. The successful completion of the DDD sync run, now, also kicks off the Project and Client status update job.
10. The following changes have been made to the Fieldworker mobile app
    1. Task description on the new task screen will be optional if the ‘task description is mandatory’ flag in settings is set to FALSE.&#x20;
    2. On the Timesheet creation, hide the notes/forms entry if the ‘Timesheet entry has notes’ is FALSE.
       {% endtab %}

{% tab title="Fixed" %}
Fixed the following items reported

* Task type on Service Authorization Report (Clients → Authorization) is blank, even though we have an associated task type
* Printing / Downloading a form (Clients → Forms) causes the form data to split and cut off when there are more than 1 page
* On Client → Forms, when editing a form and clicking outside the form window, the window closes, and the changes made are not saved
* On the Clients → Tasks, completed tasks page, on the task details window, the assigned employee shows as the project manager, and not the actual employee to whom the task is assigned
* In Settings → Advanced → Task Types, when creating a new task type, if I create and add a task type, and DO NOT click on the save button, I can add another task type with the same name
* If a customer has multiple active projects, on the Employee Notes Report, the same comment is shown in all the entries
* An issue with the date range picker on certain reports
* The agenda screen always reverts to the top when taking any action, i.e., viewing a session or marking attendance. It now retains its position of the click.
* When a new employee is onboarded, the timesheets for the current month are created by default.
  {% endtab %}

{% tab title="Ability Hub" %}
The Ability Hub connects with your Medicare account and allows you and your caregivers seamless access to your health history, encounters, and any other information.  This information is only accessible to the patient and their caregivers.
{% endtab %}
{% endtabs %}

### Release 3.2 ( 2025-07-16 )

The following functionality, aimed at Case Management, Daycare, and service provider companies, was deployed for general availability.

{% tabs %}
{% tab title="Added" %}

1. The Fieldworker platform will introduce a premium set of functionality, providing tools and options for forward-looking organizations to manage and grow their operations more effectively.
   1. Easy customization of the customer information
      1. Existing fields can be hidden, or assigned more user-friendly labels, and made optional, if needed.
      2. Premium users may now also have additional fields/attributes added to customer data.
   2. A more robust and easy-to-use permissions system that allows the admin to control access to various modules and functionality
   3. New roles can be created with more granular permissions easily, and better to align the Fieldworker platform to an agency's operation.
   4. A powerful collection of dashboards providing key insights
2. Open up Ability Hub as a customer-facing portal for The Fieldworker
   1. Have an employee initiate an invite to a customer - this creates a customer and a caregiver(if it does not already exist). The acquisition source is set to ‘Fieldworker’. The employee is the caregiver, and the customer is the patient. This will be initiated by a new icon (AH) on the customer overview screen.
   2. Have an employee initiate an invite to a contact - this creates a contact, and a customer(if it does not already exist), and a caregiver(if it does not already exist). The acquisition source is set to ‘Fieldworker’. Employee is the caregiver, contact is the contact, and the customer associated with the contact is the patient. This will be initiated by having a new icon (AH) on the contact overview screen.
3. Enhance the process for bulk migration of the data into the Fieldworker by allowing columns to be renamed to align more with the agency and the state.
4. Easier access to prior MTs for a customer. All previous MTs for a customer are now available in a separate tab.
5. Provide a help button that will send out an email to FW Help. It will also capture a screenshot of the issue on your screen.
6. FW also allows agencies to be able to define custom roles. Ideally, it should be possible to have a new policy file for this derived role, capturing all changes in the authorization for this role. A new role will inherit all the functionality of the parent role, which may be extended or have certain functionality of the parent role denied. Three base roles are defined.
   * Admin
   * Manager, and
   * Employee
7. FW Workflow tool
   1. ‘Workflow’ is a new feature that a company can subscribe to. An agency can create a workflow that captures its processes and ensures that all tasks are carried out as expected.
   2. A new functionality to instantiate ‘New Workflow’. This is accessible as part of the \<New> page, as well as from the top right list of icons.
   3. The interface to instantiate a new workflow&#x20;
      1. A step in a workflow is any task that is supported/defined by the agency.
      2. The workflow functionality also allows additional steps that can be used to communicate with your customers
         1. Send a text message (The customer must be using the Ability Hub app, and the agency should subscribe to the Client portal.)
         2. Send an email (The customer record should have a valid email.)
         3. Send a form to be completed.
      3. The workflow moves to the next task after the completion of specific actions, such as
         1. The previous task is checked out
         2. The task is marked 'Completed' manually
         3. A certain no of days (or time) has elapsed
   4. A new tab (should be the default tab) on the workflow page that lists all currently active workflows for the current user.
8. While creating a new customer
   1. On the customer type section, add another configuration, just after the type - Create a default project automatically. This will have two options: Yes and No.
   2. Add another field to the customer form, capturing ‘Additional address details, if any’
   3. When creating a new customer, using the NEW → Customer form, if the company has selected ‘Yes’ for Create Project Automatically, create a new project, by default, for this customer.
   4. When manually adding a customer, check for potential duplicates. Check for the same name, address, and/or phone number.
   5. New interface to bulk data upload, using Fieldworker Data Import

      1. When importing data, confirm the number of columns as expected.&#x20;
      2. The import process, after reading the input file, now displays the data in a data grid.
      3. The validation checks are run for each row. Errors are indicated (by marking the field value RED), and the relevant rows are highlighted. The expected summary is presented below the data grid.

      &#x20;             No of rows with no issues NNN

      &#x20;             No of rows with issues NNN

      1. Any rows and columns that fail validations can be edited. The import process uses the new edited values when importing the data.
9. A new functionality that links various fields to a specific business type and its label, if the field is mandatory.&#x20;
10. Rebuild the landing page to support customizable layouts.
    1. Support a couple of different layouts - 2X2, 2X1, 2X(2,1), 1x2.&#x20;
    2. For standard roles and lines of business, we will have default layouts and contents pre-selected that will be displayed.
    3. The company admin can select a desired layout, as well as what content will be displayed for various roles, including the custom roles created for their own company. This functionality can be accessed by admins from a new tab on the Settings page. The user layout (once implemented) has higher priority.
    4. The list of functionalities available to select from will be based on the subscription of company. Options include
       1. EVV Submission Review
       2. Billing
       3. Time Management Summary
       4. BI & Reporting
       5. Document Center
       6. Scheduler
       7. Upcoming Appointments
       8. Timesheets
       9. Recent Calls
       10. SC Management
       11. SC Customers
       12. Financial Summary
       13. Claims
       14. Remittance
       15. Locate
       16. Recent Notes
11. A new report is now provided that lists all contacts for an agency's active customers.
    {% endtab %}

{% tab title="Changed" %}

1. Fieldworker pages for a better user experience
   1. Redesigned the customer page for a better user experience
   2. Redesigned the project page for a better user experience
   3. Redesign of all other pages for a better layout
2. For the Client Attendance report, have the data sorted out by session task type, and have a subtotal for all task types.
3. For the Time Management report, allow selection of a time range for activity date and filter the visits in that range.
4. Form reports may now also be filtered based on the task types.
5. The Employee Notes report now includes notes that are not associated with any tasks i.e. simply a customer note.
6. On the Claims dashboard, allow billing end dates for selected claims to be modified.
7. On the Scheduler page, allow all recurring scheduled sessions (in the future) to be deleted in a single action.
8. In the calendar .. for schedules, can we use a slightly more prominent color to indicate today’s date?
9. For all note entry screens, if a user is inadvertently removing the control (clicking DELETE), check if there is text already entered. If so, confirm with the user if they would like to save the content entered.
10. From the MT approval screen, allow the user to select all ‘Unapproved’ MTs and bulk approve them all. This should be marked as bulk-approved. Maybe a new status is needed here.
11. On the MT page, the floating windows (notes, etc) should remember their last location.
12. Add Task type as an additional column in the datagrid on the service authorization tab.
13. When an attendance record is being modified for a scheduler's use, display the available units, similar to when creating a schedule entry.
14. While scheduling, show the number of units, rather than the minutes remaining.
15. When accessing a form from the attendance record, we now show both the task start and the task end time.
16. Enhanced prior authorization functionality, including
    1. Customer gender is added to the dashboard
    2. The prior authorization file is modified to support a new field indicating a new plan year.
17. The customer acuity field is now considered to identify the rate for all billing situations.
    {% endtab %}

{% tab title="Fixed" %}

1. The service authorization tab, on the client page, for a service provider company, does not use the full width of the parent window. It seems to have a max.
2. The customer dropdown lists are all now sorted.
3. The sections in various pages of settings are now sorted based on their titles.
4. Fixed the customer life cycle process where a user action is not overwritten by the system.
   {% endtab %}

{% tab title="Ability Hub" %}
Linking Ability Hub (as a customer portal) for caregivers if they are also using the Fieldworker

1. Enhanced the AH backend to pull FW data if the acquisition source is ‘Fieldworker’.
   1. For a patient, pull in the upcoming tasks and populate the calendar, if not already existing.
   2. For a contact, pull in the upcoming tasks if the contact is included, and populate the calendar if it does not already exist.
   3. For the caregiver, pull in the tasks if not already there.
   4. For any tasks pulled in, any associated comments should be displayed on the timeline as posted by the caregiver.
2. Caregiver notes will be automatically shared with the patient
3. Any documents uploaded by the caregiver will also be available to the patient
   {% endtab %}
   {% endtabs %}

### Release 3.1 ( 2025-04-23 )

The following functionality, aimed at Case Management and service provider companies, was deployed for general availability.

{% tabs %}
{% tab title="Added" %}

1. Expanding Billing functionality
   1. When adding a new claim or editing an existing claim, the platform now presents the claim in the familiar 1500 form view. This may help in the easy capture of the claim data.
   2. The Fieldworker platform now allows setting up multiple payers for a client. A payer may now be associated with each project for the client.
   3. A project may be marked for self-pay by the customer, or up to two payers could be added to a project.
   4. If a payer is not explicitly associated, the system will automatically select the primary payer associated with the project (if defined), or associate the default payer for the state.
2. Expanded Reporting functionality
   1. Two new dashboards have been added to show a summary for a specific employee or customer.
   2. The new employee dashboard displays demographic details, customers served, task/notes/artifacts created, and interaction with the platform
   3. The new customer dashboard displays demographic details, task/notes/artifacts created for, and claims submitted for services rendered
   4. All dashboards are available as a Freemium and are available to all users for the first three months. Access to these dashboards beyond this period will require a subscription to Dashboards.
   5. A new employee report for only daycare companies in a selected time range shows all the employees and what sessions they were part of.
   6. Allow form-based reports to be filtered by an employee
3. Enhancing usability-related changes
   1. Timesheet reports now allow users to create their own views and save them for future use
   2. Display the gender of the customer on the Prior Authorization dashboard.
4. Expanded scheduler functionality
   1. Display the service type(CIS, CBS, etc.) associated with a session when a user is editing a session
   2. The Agenda screen can now display the sessions by day, a period, or a month.
   3. The user may now add the address on the create resource page for a new location/resource being added.
   4. The admin is now able to assign all clients to a single session with a single click
   5. While scheduling a client for a session, the admin is now able to see if the client is authorized for this session, and if yes, how many units are authorized and left for the service period
   6. &#x20;The format in the agenda tab is now the same as it was typed in the session window.
   7. The admin user is now able to change the max capacity of a session after the session is scheduled.
   8. When an attendance is marked, the text for the notification entry is now changed to ‘Attendance marked for \<Customer Name> for \<Session title>’.&#x20;
   9. The platform now allows a customer to be added to a session, even if the customer is assigned to another session, provided the user is currently not marked in another session.
   10. Change the message to 'Attendance Unmarked' when unmarking attendance.
   11. Unmarking an attendance changes the status of the associated task accordingly. In any reports, tasks for attendance unmarked will not be included.
   12. On the agenda page, there is a little reorganization of the layout to improve the readability of the data.&#x20;
5. Enhanced the EVV functionality to support different business processes
   1. The Fieldworker platform now allows you to choose if you want to only submit EVV data to HHAExchange, and separately submit claims to NJMMIS.
   2. The Service provider companies can also continue to submit ones and have the EVV submission further sent to NJMMIS.
   3. The Fieldworker platform will also allow users to submit prior visits if they have been missed, rejected, or were documented late.
      {% endtab %}

{% tab title="Changed" %}

1. New employees who are invited to a Support Coordination agency are set up as Fieldworkers
2. On the Clients tab, for a manager, we currently only show the customers directly assigned to the manager. We now allow access to any customers that are assigned to employees managed by the manager.
3. The customer page now shows all diagnosis codes associated.
4. The Fieldworker platform significantly improved performance for several key functionalities, leading to a better user experience for most users.
5. Make the MT Summary Report, the MT rejection report, and the Late MT report accessible to the managers, if the company is SC company.
6. Make MT Summary Report, MT rejection report, and Late MT report to support coordinators if the company is SC company.
7. MT related changes/enhancements
   1. Sections 9 and 14 is the contact summary in the MT has N/A when initiated. This is no longer pre-populated and assumed as completed.
   2. Added the contact date from an MT document to the SC Management screen
   3. Added the DDDID to the SC Management Screen. This should be displayed by default. The customer ID is now hidden.
   4. SC management screen should include the customers of the employees indirectly associated with a manager, as well.
   5. When viewing/editing an MT, section 1 is fixed all the time. The user can scroll only sections 2 and beyond.
      {% endtab %}

{% tab title="Fixed" %}

1. A new validation is introduced in the iRecord import for checking the Date of birth.
2. Fixed Customer Form, Allowing Customers to be created without a customer status. Every customer is now created as a default 'Active' customer.
3. EVV resend page had deleted tasks being displayed. They are now hidden, making the page tidy and easy to use.
4. The Fieldworker mobile apps (Android and iOS) are fixed for a few observed issues.
   1. Allow missing timesheet entries for a prior date to be entered
   2. Fixed the screens where a keyboard was not automatically closing, effectively hiding other fields
   3. Fixed the screens where customer goals were not accessible
      {% endtab %}

{% tab title="Ability Hub" %}
Ability Hub is now available for general use on both the Android and Apple stores.

1. Medication management
2. Enhanced onboarding experience
3. Added functionality for a user to request cancellation of the account.
4. Added functionality for your care group to be able to mark a post as an 'offending post'
   {% endtab %}
   {% endtabs %}

### Release 3.0 ( 2025-02-14 )

The following functionality aimed at caregiving agencies and service provider companies was deployed for general availability.

{% tabs %}
{% tab title="Added" %}

1. New powerful analytics for various use cases and types of companies
   1. Customers - Demographic dashboard
      1. KPIs include Total customers, New customers this month, and Customers leaving this month
      2. Distribution based on Gender, Age, County, Tier (Pie chart)
      3. Line graph showing customer population over last 12 months
      4. Tabular data about customers: active, new, leaving
   2. Projects - Operations dashboard
      1. KPIs include Total projects, New projects this month, Projects expiring next three months, Total MTs to be completed, MTs completed so far
      2. Distribution based on expected visit (Bar chart), MT status (started, submitted, approved, rejected)
      3. Bar graph showing project population by project manager
      4. Line graph comparing the approved MTs this month against last month
      5. Tabular data about projects: active, new, expiring, MT status
   3. Employees - HR dashboard
      1. KPIs include Total Employees, New employees added this month
      2. New projects this month, Projects expiring in the next four months (Bar chart)
      3. Distribution based on Role (Bar chart)
      4. Bar graph showing employee population by manager
      5. Tabular data about employees
   4. Management - Financial dashboard
      1. All the details from the current Billing dashboard
      2. Line graph showing the Expected and realized revenue for the last 12 months
2. Build functionality to send reminders to the customer and any contacts associated with the task
   1. a day before the task date
   2. an hour before the task start time
   3. The company should have subscribed to ‘Secure Communication’, and Task notification.
   4. Use the preferred communication method selected by the contact. For now, all communication is via email.
   5. Use the existing task template … but ensure the subject indicates the timelines aspect.
   6. Reminders will be based on the preferred mode of communication for the contact.&#x20;
   7. If there is a preferred mode of communication, use it. Email message when the preferred mode is email, or push message when the preferred mode is Phone (Requires app to be installed by the contact)
3. New functionality to define your intake workflow, and ability to have your customers complete the intake forms.
   1. New task type as intake type&#x20;
   2. Allow the creation of an intake task that will send out an email with a secure link containing intake form(s) and signature pad, to capture data about new patients.
4. Support for payers in various markets nationwide
   1. New settings page for establishing payers
   2. Associating payers to various procedure codes
   3. New claims submission file format for uploading claims for multiple payers
   4. New support process when a client adds a new payer
5. New landing page or dashboard for admin users of the Case Management companies. The following key indicators are added.
   1. Total Caseload (no of active projects)
   2. Case notes added (notes added by all employees of the company)
   3. No of new cases (New projects added this month)
6. Support for multiple payers including insurance payers
7. Several changes have been introduced to simplify the registration/signup process.
   1. The Fieldworker platform now allows users to sign up using their emails. Personal emails can be used as the user ID.&#x20;
   2. The platform now also allows password-less sign-in. In such cases, a unique code is sent to the email address to complete the sign-in process.
8. Following new changes are introduced for Daycare companies.
   1. On the scheduler pages, the customers are now called 'Members', and resources will be displayed as 'Locations'
   2. Allow an option to edit/delete all/multiple recurring sessions at once. This should apply only to currently selected, or all ‘in future’ sessions.
   3. When creating a new session, allow users to be able to create a new resource or location.
   4. Allow the agenda page to show, either daily, weekly, or monthly entries in the agenda format.
   5. Allow users, when editing a session, to see the service type(CIS, CBS, etc.). The user should be able to see these if they are editing a session.
      {% endtab %}

{% tab title="Changed" %}

1. Enhanced claims dashboard to allow editing and enhancing claims before submission
2. The companies can now upload their logo, which will be displayed on screen and reports where needed.
3. Revamped Reports page
   1. A separate section containing all NJ Support Coordination reports.
   2. Access to reports is only available when subscribed to 'BI & reports'.
   3. Certain basic reports are accessible by all companies.
   4. Various reports are further grouped based on the functionality subscribed by the company.
   5. Some reports with agency-level data are only available to admin users.
   6. Reports available to all users will have data about their customers only.
   7. The Fieldworker app now supports the following reports -
      1. Administration reports
         1. Employee Notes report
         2. Client Termination Report
         3. Client Status Report
         4. Plan Renewal report
         5. Active Customer report
         6. Tasks report
      2. Time Management Report
      3. Billing reports
         1. Invoice report
         2. Billing Transaction report
         3. Claim Balance report
         4. Billing Outstanding Balance report
         5. Claim Collection Report
         6. Prior Auth Utilization Report
         7. Service Authorization report
      4. Company reports
         1. Payroll report
         2. Debarment report
         3. NJ Consolidated Debarment report
         4. Time & Expenses Report
      5. EVV reports
         1. EVV report
         2. EVV invoice
      6. Case Management reports
4. The tasks tab for both the customer and plan screens now uses a familiar calendar view. It allows users to view completed and/or upcoming tasks on a daily, weekly, or monthly basis.
5. The following changes are introduced in our MT screens
   1. When an approver is reviewing MT, allow them to associate a comment with a specific section. Similar to Word or Google Docs, the comment can be seen from the MT itself.
   2. Relationship to the individual question to have multiple selections possible.&#x20;
6. The enhanced Locate page will include scheduled start and date times for each employee's task.
7. Isolate all billing-related settings in their own tab.
8. On the main page, the top left corner has been reorganized to display the client company name and logo, and it now says ‘Powered by Fieldworker’ in a smaller FONT size.
9. The task definition is enhanced to add one or more contacts to a task. This can be used to keep people in your contact list informed about upcoming tasks, their status, etc.
10. The forms filled can now be printed and/or saved as PDF documents .. from the 'Forms' tab under the Customer and Projects pages.
11. The time management workflow now allows a submitted timesheet to be rejected and reverted to the employee.
12. Upgrade of User interface libraries for better performance&#x20;
13. Enhance logging for better user support
    {% endtab %}

{% tab title="Fixed" %}

1. Fixed the workflow for submission and approval of the timesheets.
2. Files in the Client/Customer and Projects tab are displayed in reverse chronological order (the newest uploaded is displayed first)
3. The resources/locations on the scheduler screen are listed in alphabetical order and can also be searched by typing in the first few characters.
4. Dropdown menus for a list of clients on the following screens are displayed in alphabetical order
   1. In Configuration settings > Employee> Employee Relationships dropdown menu
   2. On the reports page > Case Management report > Select client dropdown menu
   3. In the Timesheets page (admin view) > Select an Employee dropdown menu
   4. On Homepage > New timesheet Entry box > Project field dropdown menu
   5. For adding a new note > Select the customer dropdown menu
5. Refactored code to improve the quality and enhance stability
6. Several UX-related changes/fixes are implemented
   1. Enhance/Standardize the date/time entry across all screens
      1. Inventory all screens that have date/time capture
      2. Use a simple/clean and consistent interface on all screens
   2. Make sure that all Data grids follow the same size and consistent scrolling behavior
   3. Consistent font use
   4. On the Case Management Reports page, From Date, and To Date controls are now consistent with other controls on that row.
   5. Have the resources(locations) in alphabetical order on the scheduler screen and allow searching a particular resource (Just like a client name is searched)
   6. Highlight and/or separate visually (Bold) the Add a new task (timesheet) on the dropdown.
   7. If the company has the LOGO uploaded in the settings, Use the company logo. Use the default FW logo, if the company does not have its own logo.
      {% endtab %}

{% tab title="Ability Hub" %}

1. Android and IOS In-store availability of our new social caregiving app
2. The new app supports international languages to help use by a larger user base. Spanish and Gujarati are supported.
3. Create your circle of care by inviting friends and family
4. Create and track help requests for respit
5. Medication and other health assessment management
6. Caregiver burden interview to help discover burnout
7. Caregiver state of mind journaling, periodic reminders or nudges to capture their state of mind
8. Easy patient and caregiver signup
9. Patient journaling and mood capture: Patients are occasionally prompted to respond to a curated prompt.
10. Integration with FDA drug database to maintain and manage all medications for the patient
11. Enhanced onboarding experience
    {% endtab %}
    {% endtabs %}

### Release 2.3 ( 2024-10-11 )

The following functionality aimed at daycare centers and service provider companies was deployed for general availability.

{% tabs %}
{% tab title="Added" %}

1. Make user-generated forms more powerful. Users can make copies of the existing form and then edit the copy to create a different version.
2. New reports help daycare centers track customers' attendance better.
3. A new Time and Expense report for companies using a community-developed form for capturing expenses.
4. Several new reports for NJ support coordination agencies including MT rejection and SC visit forecast reports.
5. Allow Service provider companies to manage multiple offices and multiple NPIs leading to submission of claims to multiple payers.&#x20;
6. The scheduler functionality will now be extended for service provider companies. This can be used to plan and then allocate resources to schedules.
7. The users may now select a location to save their MTs when downloading them from the system. The system will also remember the last used location and will default to this location.
   {% endtab %}

{% tab title="Changed" %}

1. When bulk downloading the approved MT, users can either download all approved forms or only approved ones since the last download.
2. Enhanced the voice-to-text functionality to allow recognition of punctuation marks when spoken.
3. Made changes to enhance productivity while creating the MT by utilizing the answers to the following questions from the last MT
   1. Does the Individual Currently attend a DDD-funded provider-managed day program?
   2. Does the Individual currently reside in a DDD-funded provider-managed residential setting?
4. For an MT form, the contact date field calendar will not allow people to set the date for a date in the future on the MT documents. the calendar is clickable only till the current date.
5. Reorganize the reporting page to enhance usability and only show relevant reports for a user based on the line of business of the company and the subscription of the modules.
6. Extend EVV feed in New Jersey to support multiple contracts by service providers.
7. An enhanced plan expiration report will indicate plans expiring within the next ninety days.
8. The caseload report is enhanced to include the name of the Support Coordinator or Case manager, as the case may be.
9. A new screen is added to manage the system-wide rates used for EVV, allowing the support team to manage the rates across tiers.
10. Enhanced the platform to allow cases where a company has multiple locations and/or multiple payers.
    {% endtab %}

{% tab title="Fixed" %}

1. Continuous refactoring of code to improve the quality and enhance stability
   {% endtab %}

{% tab title="Ability Hub" %}
Beta app for iOS and Android devices is available

* New mobile app for caregivers, patients, and their circle of support
* Keep everyone informed, share stories
* Centralized store for all documentation&#x20;
* Respite help
* Request for services
* Calendars, and reminders
* Record incidents
  {% endtab %}
  {% endtabs %}

### Release 2.2.2 ( 2024-08-26 )

Fieldworker announces proposed enhancements to existing functionalities and expands its coverage to include several new features for case management and daycare companies ..

{% tabs %}
{% tab title="Added" %}

1. Allow employee schedules to be accessible from the mobile app as well.
2. Allow customer ID with a picture and QR code to be printed&#x20;
3. Enhance the document center, and document tab on the customer screen, where documents can be viewed in the app, without downloading them locally.
4. Add voice-to-text functionality to all text fields in MT, allowing users to speak in and dictate notes.
5. Add voice-to-text functionality to case note entry and edit, allowing users to speak in and dictate notes.
6. Add contacts to tasks. This will allow notifications, if needed, to be sent on demand.
7. New redesigned and revamped configuration and settings. Include new personal preferences.
8. The platform now allows secure communication with customers, contacts, and employees. The agency would need to subscribe to the new 'Secure Communication' module.
9. The agency may further configure what all and who all may be communicated via the platform.
10. Add a new 'What's changed' icon in the app .. to let users discover new features
11. On the main page of the app, users may now minimize the 'Upcoming tasks' control, if not used. For case management companies, this will be minimized by default allowing larger controls showing Timesheet and notes.
12. A new SoS button is added to the mobile app, which can be used to quickly send a message to the admin (and especially a designated list of users) in case of any emergency.
13. New Case Management report that indicates all notes added by a case manager, in a given month.
14. Fieldworker mobile app now shows a calendar view of all the tasks assigned, or completed.
15. When creating a new note, allow users to add a task, if the task does not already exist.
16. Allow a contact's preferred communication mode (email or phone) to be captured.
17. Expanding Fieldworker authentication to support user email as a user name. An admin may now invite an employee using their existing email, which can also be used to log in to the Fieldworker. These users will also be able to log in without a password, using a one-time code sent to their email.
18. While marking attendance for a customer, the user may indicate the exact billing task, and the duration of the attendance, if it is different from the default for the session.&#x20;
    {% endtab %}

{% tab title="Changed" %}

1. Enhance logging for better user support
2. The payment date is now added to the Remittance page, indicating the date on which payment was made.
3. Creating the timesheet entry from the main page now defaults to the date selected from the calendar.
4. Editing timesheet entries will now also allow to edit the task title.
5. Redesigned task details on the mobile app, leading to an easier (and larger) check-in button, bringing the task title above the locations
6. An agency may now add a primary contact managing a scheduling resource. The resource information may now also be edited.&#x20;
   {% endtab %}

{% tab title="Fixed" %}

1. Refactor code to improve the quality and enhance stability
2. Improve logging functionality across the app for better support.
   {% endtab %}
   {% endtabs %}

### Release 2.2.1 ( 2024-06-18 )

Fieldworker announces proposed enhancements to existing functionalities and expands its coverage to include several new enhancements to forms ..

{% tabs %}
{% tab title="Added" %}

1. Allow customer needs to be maintained within the Fieldworker system.
2. Enhance forms and workflow capability to associate a form to a timesheet entry or task.
3. New Landing page for Day-care and/or Community Support businesses
4. Allow daycare center employees to add notes to each attendee
5. Allow recurrent sessions and check for overlap of employees, location and/or attendee
6. A new look and revamped reporting center for form data
7. Allow each agency to set a tolerance level for the distance for EVV check-ins
8. Allow a case manager to add a case note from the main page&#x20;
   {% endtab %}

{% tab title="Changed" %}

1. New and enhanced UI for the main page, especially the left menu
2. Improved interface to capture case notes
3. Case notes are now accessible from the timesheet report
4. Consistently label comments and notes ... comments are for internal consumption, and notes are generally shared with other stakeholders
5. Enhancements to the customer page for better usability
6. Enhance mobile apps to graphically show the employee location and address when a check-in can not be completed due to an 'Out of range' error.
7. Case management companies can manage time by only specifying the duration, rather than providing start and end time
8. For the New Jersey Quarterly monitoring tool, section 12, now includes all acuity factors to determine the correct answer. &#x20;
   {% endtab %}

{% tab title="Fixed" %}

1. Improved performance for the Timesheet page
2. Enhanced validations for timesheet entry and edit screens to avoid having entries where the end time is earlier than the start time
3. Better handling for addresses while importing DDD data
   {% endtab %}
   {% endtabs %}

### Release 2.2.0 (2024-05-06)

Fieldworker announces proposed enhancements to existing functionalities and expands its coverage to include several new productivity features ..

{% tabs %}
{% tab title="Added" %}

1. An integrated forms module allows new forms to be created, a company to subscribe to an available form, and the ability to associate forms with tasks.
2. The Fieldworker platform allows setting up goals for customers which can be associated with tasks or services provided to achieve the goals.
3. The Fieldworker platform allows you to contribute commonly used forms for community use. The Fieldworker team will make a few standard forms available, by default.
4. The Fieldworker platform now allows you to create workflows that require associated forms to be filled up when a fieldworker checks out from the task.
5. A new Forms report listing all data submitted through a specific form in a desired time window.
6. A new tab has been added to the customer section showing all forms that have been filled in for this customer. The individual forms can be viewed, and edited from here, as well.
7. The reporting and insights section is customized based on the type of business and state your agency operates in.
8. The voice notes functionality is now added to the web app as well. A voice note can now also be added using web app.
9. The platform is continually being expanded to include more stages of Revenue Cycle Management (RCM). There is a new Accounts Receivable functionality for NJ-based Support Coordination companies.&#x20;
10. The RCM functionality also provides a complete view of all remittances received from Medicaid, and their status. The agency can also track the denials or pending claims.
11. The RCM dashboard provides a financial summary for the current month giving an up-to-date view of all cash flows.
12. A new caseload report for a case manager is added to show the caseload of various employees in your organization.
13. A new billing transaction report listing all billing transactions for a customer, or group of customers.
14. A new EVV dashboard showing all eligible visits allowing verification of the data and editing to fix a few key columns before scheduling the submission of the visit.
15. The mobile apps are enhanced to display forms and capture details when checking out from relevant tasks.&#x20;
16. The Fieldworker platform announces major capability enhancements to support efficiently running your day centers, or community centers.
    1. Define venues to hold your session in the system, including their addresses, capacity, etc.
    2. Create sessions for a location that associates employees and customers to a resource for a given time window.
    3. Allow marking the attendance of each client attending a session
    4. Individual notes can be added to each customer session&#x20;
    5. An integrated schedule for all your employees, customers, and resources. Daily, weekly, or monthly views into the schedule.
    6. The schedule for each employee, customer, or resource can be viewed or displayed.
    7. All scheduled activities for a customer, employee, or resource can be displayed or viewed.&#x20;
    8. Generate a name badge containing the name of the customer and a unique QR code for efficient tracking and data capture
       {% endtab %}

{% tab title="Changed" %}

1. A cleaner app landing page for the web app .. including performance improvement while loading the page
2. Increased the width of the notes field to allow a better view and easier capture of the notes.
3. Expanded Billing dashboard to allow capture of billing and claims details for multiple payers.
4. Added a new setting that can be used to mark if all tasks are billable by default, or not. A task needs to be bilable for it to be sent for EVV, or submitted as a claim.
5. The Completed task view for a customer is enhanced to show if there is a form associated with the task or a signature is added to the task, or a form(s) have been filled for this task.
6. The settings and configuration screens for task types have been enhanced to indicate if there are forms associated with a task type.
7. The settings and configuration screens for task types have been enhanced to indicate if there are goals associated with a task type.
8. Enhanced the time management page for the Support Coordinator to simplify the page and display the time for current pay period, by default.
9. Enhanced the summary time management page for managers to reduce the number of columns and include the status of submission of the timesheet.
   {% endtab %}

{% tab title="Fixed" %}

1. Improved iRecords address validation to better handle bad data and/or issues with the data.
2. Fixed the default task billability setting for both the Web and mobile app to ensure consistent behavior, irrespective of how a task is being created.
3. Timesheet pages are fixed to improve the performance of loading the page.
   {% endtab %}
   {% endtabs %}

### Release 2.1.1 (2024-03-14)

Fieldworker announces updates to the mobile app for both iOS and Android platforms.

{% tabs %}
{% tab title="Added" %}
The following changes make it very simple to effectively use the document center from the mobile app.

1. Added document upload from main page top right drop down
2. Added document upload from customer page ad artifact page
   {% endtab %}

{% tab title="Changed" %}

1. A task is no longer a mandatory requirement to upload a document.
   {% endtab %}

{% tab title="Fixed" %}

1. Fixed issue with task start time display for a task on a certain screen
2. Fixed a major issue around the use of the Fieldworker iOS app with a Microsoft authenticator. The iOS app should now work fine even if you have MS Authenticator on your device, and have not configured it to be used with the Fieldworker app.
   {% endtab %}
   {% endtabs %}

### Release 2.0.2 (2024-03-08)

The fieldworker will deploy several changes to the processing of Monitoring Tool process. Many of these changes are driven by user feedback.

{% tabs %}
{% tab title="Added" %}

1. The Monitoring Tool will now allow users to save their work, as per their choice, without leaving the form.
2. The system will also display a running counter, to indicate, the next auto-saving of the document. The Fieldworker saves the MT every 99 seconds.
3. A rejection note by the SC Supervisor is now automatically opened when an SC opens the rejected MT to work on it. The SC may also add her comments to the rejection note .. either to indicate the changes or to explain why the changes may not be needed.
4. When a rejected MT is re-submitted, the rejection note is saved again.
   {% endtab %}

{% tab title="Changed" %}
Following functionality around the MT is changing.

1. Section 8 of the monthly tool will not be automatically treated as ‘Filled’ or ‘Completed’ by default. However, on submission, an empty field will be an acceptable submission.
2. In Section 9 of the quarterly tool, questions k and l will now be reverted to be driven by the current living arrangement field in Section 1.
   {% endtab %}

{% tab title="Fixed" %}

1. The Behavioral field on printed MT did not reflect the choice. This is now fixed.
2. Section 7 is now correctly being validated when submitting the Quarterly form.
3. The Date of Birth field on the customer form is fixed to allow correct entry for the Year.
4. The message when there is no task available for selection is fixed.
   {% endtab %}
   {% endtabs %}

### Release 2.0.1 (2024-02-16)

Fieldworker deploys several changes to our web application for efficiency.

{% tabs %}
{% tab title="Added" %}

1. The notes tab under Customer and Projects will now include voice notes as well. This will make voice notes also accessible from the web app.
2. The SC and SCS screens for NJ-based Support Coordination companies will now indicate the status of the MT document if it has been downloaded and the last date for a customer when an MT was uploaded to DDD.&#x20;
3. Timesheet pages for all employees will now have two additional columns added to the screen. By default, these columns are displayed, but they may be hidden, as needed.
   1. Task creation time
   2. Task update time, if any
4. Several new configuration options to customize the Fieldworker platform
   1. If any MT section has customization, it will be controlled by a feature flag, to be set as part of the configuration section.
      {% endtab %}

{% tab title="Changed" %}

1. Changes proposed in section 1 of the MT to include agency-defined contact types as a dropdown for selecting the relationship to the client.
2. 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.
3. The SCS screen will now order the customer entries to show the most recently submitted on the top.
4. For NJ SC companies, SC and SCS screen will not show the start time of the task. It will be replaced by the duration of the task, in minutes.
5. On timesheets screen, for all employees of the NJ SC companies, start and end times columns will be hidden.
6. The customer termination date will now have a dropdown to select the reason for termination, along with the date of termination.
7. On the timesheet page for employees, the most recent pay period should open automatically.
   {% endtab %}

{% tab title="Fixed" %}

1. Billing reports changes including formatting, column names and consistency across different reports
2. 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.
3. The default billabiloity of the tasks created using the web app will be consistent with the mobile app.
   {% endtab %}
   {% endtabs %}

### Release 2.1.0 (2024-01-04)

Fieldworker announces a brand new application for both iOS and Android platforms.

{% tabs %}
{% tab title="Added" %}

1. Complete redesign of both Android and iOS mobile app user interface.
2. Include a customer screen in the mobile app
   {% endtab %}

{% tab title="Changed" %}

1. A complete revamp of the Fieldworker mobile app for usability and performance.
   {% endtab %}

{% tab title="Fixed" %}

{% endtab %}
{% endtabs %}

### Release 2.0.0 (2024-01-04)

Fieldworker announces several enhancements to existing functionalities and expands its coverage to include new productivity features including a new Document Center, and expanded support for services provided at multiple locations..

{% tabs %}
{% tab title="Added" %}

1. An integrated forms module allows new forms to be added, a company to subscribe to a form, the ability to associate forms with tasks
2. Ability to capture voice memos as part of the verification of delivery of service.
3. A new MT status report for support coordination companies showing all visits associated with MTs for the last 12 months.
4. A consolidated document center that allows management and employees to build and manage their own documents.
   {% endtab %}

{% tab title="Changed" %}

1. Extend the 'Task' model to support more than one location, allowing a task to be started at one location, and completed at a different location.
2. Enable EVV where a task could be checked in and out at separate locations.
3. Companies can now configure additional choices for their specific business workflow including naming their MTs and other associated requirements etc.&#x20;
4. DDD synch now captures the SCS information to derive the employee-manager relationship
5. Allow a note to be edited and then display the last edit date
6. Several MT changes to enhance usability
7. Allow a new configuration setting if the company wants to track employee costs associated with a project
8. Allow a new configuration setting if the new payroll period is automatically enabled, without requiring an admin action
9. Allow an admin to associate tasks to an employee limiting their ability to book time or create tasks to only permissable task types.
   {% endtab %}

{% tab title="Fixed" %}

1. When a new timesheet entry form fails as no employee is being selected
2. Billing information page to save the updated information
3. Customer page to capture the exit reason and save it.
   {% endtab %}
   {% endtabs %}

### Release 1.4.0 (2023-10-05)

Fieldworker announces several usability enhancements to existing functionalities and expands its coverage to include new productivity features for a large group of users.

{% tabs %}
{% tab title="Added" %}

1. Add functionality to have a visual of existing (or current) HR relationships, and modify it, as needed.
2. Integrate the calendar on the local device (laptop/desktop/phone) with the task schedule. If a company sets this configuration, all new tasks assigned to an employee will generate an email containing a calendar invite.
3. Added a functionality for users to add their requests for new features, and review/vote on existing requests.
4. All import programs in the Fieldworker app support First and Last names to be captured for a customer.
5. Additional validation checks have been added to the billing dashboard
   {% endtab %}

{% tab title="Changed" %}

1. Enhance Timesheet pages and screens for performance improvements.
2. All emails from the app will now be sent using the new customer.io framework.
3. The Fieldworker app no longer allows 'write-in' task types. The task type for a timesheet entry has to be from the pre-defined tasks.
4. The MT completion report can now be filtered by an employee.
5. Added task type to the timesheet screens as a column
6. The date of birth for a consumer is now displayed on the summary screen.
7. Enhanced the case manager report to also include the case notes that are not specifically associated with a visit.
   {% endtab %}

{% tab title="Fixed" %}

1. Minor styling fixes to Plan pages&#x20;
2. Fixed the functionality behind the rescheduled task button
3. Fixed the prior auth report to support user-defined task types
4. Fixed the issue around the validation of Section 5
5. Fixed the inadvertent disabling of questions k and l of Section 9
   {% endtab %}
   {% endtabs %}

### Release 1.3.2 (2023-08-18)

Fieldworker announces key usability enhancements to several functionalities and expands its coverage to include new features for service provider companies.

{% tabs %}
{% tab title="Added" %}

1. Show associated MTs for Admins on MT Completion Detail Report
2. MT changes to incorporate feedback from customers
   1. Section 7, question f, is now available to be filled, irrespective of other choices
   2. Section 9 logic is amended only to allow questions a-f asked when a consumer in a provider-managed setting is contacted at home.
   3. The top three fields in section 9 can be filled in all quarterly forms, but are mandatory when questions a-f are filled in.
      {% endtab %}

{% tab title="Changed" %}

1. Show associated MTs for Admins on MT Completion Detail Report
2. MT changes to incorporate feedback from customers
   1. Section 7, question f, is now available to be filled, irrespective of other choices
   2. Section 9 logic is amended to only allow questions a-f asked when a consumer in a provider-managed setting is contacted at home.
   3. The top three fields in section 9 can be filled in all quarterly forms, but are mandatory when questions a-f are filled in.
3. For companies that are having the Time management set to Duration only, change the view of each individual entry in the timesheet control on main page to as follows .. i.e. no start or end time
4. Fieldworker imports enhancement - DDD Synch Error Feedback
   {% endtab %}

{% tab title="Fixed" %}

1. Timesheet Page Infinite Loading for one user of DS\&A
   {% endtab %}
   {% endtabs %}

### Release 1.3.1 (2023-08-11)

Fieldworker announces key usability enhancements to several functionalities and expands its coverage to include new features for service provider companies.

{% tabs %}
{% tab title="Added" %}

1. Added an icon on the top right side to indicate the current deployment version of the Fieldworker software.
2. Added a new NJ Consolidated debarment report
3. For NJ support coordinator agencies, Fieldworker will now allow identification of 'Initial' plans, and capturing time spent on its development.
   {% endtab %}

{% tab title="Changed" %}

1. When a support coordinator or any other non-admin user checks their timesheet summary, only the time periods corresponding to the official payroll period selections are displayed.
2. When an employee is invited to join The Fieldworker app, the user is directed to a new custom landing page that restricts the option to log in only.
   {% endtab %}

{% tab title="Fixed" %}

{% endtab %}
{% endtabs %}

### Release 1.3.0 (2023-08-03)

Fieldworker announces several enhancements to various existing functionality and expands its coverage to include more features for service provider companies.

{% tabs %}
{% tab title="Added" %}

1. Prior Authorization and budget capability for care provider agencies
2. Document Center as a centralized repository
3. Associating task types to a customer and allowing services to be created only against the assigned task types
4. Search customer using the name, DDD ID, and/or Local ID using a single search&#x20;
5. Track task scheduling against the prior authorization
6. Indicate whether a task is prior authorized or not
7. Allow sorting data for a support coordinator by the MT status
8. Expanded functionality for identifying changes in the customer, or plan that can lead to a billable
9. New Service Authorization report that shows all your customers and associated authorizations for this customer.
10. A new report showing prior authorizations that have not yet been billed, and/or planned.
11. The customer screen has a new tab that shows all existing authorizations for that customer.
12. For EVV customers, admins can now check out a provider, if they have forgotten to checkout, or could not checkout due to connectivity or other issues.
13. All reports based on a data grid may now be customized to include or exclude columns, their positions, and sizes.
14. New granular tracking of customer action to help provide better support
15. Locate customer screen now has the functionality to check out an employee if they have failed to check out from a client location.
    {% endtab %}

{% tab title="Changed" %}

1. Tracking of user actions across the Fieldworker app
2. Search the Support Coordinator dashboard on the name, local ID, or DDD ID
3. Task details now show both the scheduled time, as well as actual time on all screens.
4. The employee screen now shows local ID, and other fields and also allows it to be modified
5. Expanded Customer screen to display and edit more fields
6. Expanded Plan screen to display and edit more fields
7. The Plan expiry report now has a section that includes plans expiring in 3 months.
8. NJ EVV users have a new screen whereby they can re-send a failed visit to HHAExchange.
9. A new field was added to capture the last home visit, helpful in case a customer is transferred in.
10. When a new employee is invited, the default role of the employee will be based on the company's primary line of business.&#x20;
    {% endtab %}

{% tab title="Fixed" %}

1. Extending Trial and subscription date is not being saved.
2. Performance improvement loading the SC Supervisor page&#x20;
3. Enhance validation in various fields of MT
4. The project page tabs size is adjusted to accommodate large screens.
5. Updated DDD synch to capture changes in the plan dates, plan assignments, etc.
6. The task title is checked for the size of the title and truncated if needed.
   {% endtab %}
   {% endtabs %}

### Release 1.2.3  (2023-06-26)

Fieldworker announces enhancements to fix breaks due to delays in plan renewal.

{% tabs %}
{% tab title="Added" %}

{% endtab %}

{% tab title="Changed" %}

1. Support coordination plans in NJ will now have 30 days grace period before being expired.
   {% endtab %}

{% tab title="Fixed" %}

{% endtab %}
{% endtabs %}

### Release 1.2.2  (2023-06-05)

Fieldworker announces major enhancements to support EVV in Arizona.

{% tabs %}
{% tab title="Added" %}

1. Added EVV functionality for Arizona providers, via SanData
2. Supporting HR hierarchies
3. New Utilization report for tracking prior authorizations&#x20;
   {% endtab %}

{% tab title="Changed" %}

{% endtab %}

{% tab title="Fixed" %}

1. Failure to save MT and Notes after the termination of the session after long inactivity

{% endtab %}
{% endtabs %}

### Release 1.2.1  (2023-04-06)

Fieldworker announces major enhancements for Support Coordination screens, Revenue Cycle Management, and other MT-related changes.

{% tabs %}
{% tab title="Added" %}

1. New Billing and Admin reports
   1. NJ consolidated debarment report
   2. MT completion detail report
   3. Management Review report
2. Support Coordination (SC) screen
   1. Personalization of SC dashboard - select and order columns that you want to see
   2. Checklist tab to quickly view your follow-up items and mark them as complete
   3. Access to submitted and approved MT&#x20;
3. Revenue Cycle Management
   1. Ability to add a new claim in the dashboard
   2. Ability to delete claims (with errors and mistakes)
   3. Ability to fix errors and resubmit a claim
   4. The claims dashboard now includes the status of the remittance report
4. Charge capture&#x20;
   1. Ability to upload prior authorization file
   2. Automatic match with the appropriate task and direct submission to the claims dashboard (No intermediate file needed)
   3. For NJ, Support Coordination companies with the Time management module, the ability to view associate MT before capturing the charge
   4. Changes in Prior Authorization for revised authorizations, partial authorizations, etc automatically detected and made available in a separate tab
      {% endtab %}

{% tab title="Changed" %}

1. MT related changes
   1. If a company does not subscribe to Time Management, initiate MT using a single-click
   2. Automatic inclusion of follow-up items from last MT that are not yet resolved.
   3. Display all comments and follow-up items from the last MT, to allow quick checks while filling new MT
   4. MT is to be printed/saved as a doc as well as a pdf, with the DDD header and footer
   5. MT will also carry forward medical and dental visit dates if they were filled in last month
   6. The follow/up items from last month will automatically open in a separate window, for reference, while filling in a new MT
2. Claims dashboard-related changes
   1. The claims dashboard will allow a rejected claim to be directly edited, in place, by the user, and resubmit
   2. Claims dashboard will also allow manual insertion of a claim at a time, by directly inserting a row in the claims table.
      {% endtab %}

{% tab title="Fixed" %}

{% endtab %}
{% endtabs %}

### Release 1.2.0  (2023-03-16)

Fieldworker implements functionality to create Monitoring Tools using new formats.

{% tabs %}
{% tab title="Added" %}

1. DDD synch: Bulk import functionality was expanded to allow more frequent synch of the data from the state system (iRecord)
2. Support Coordinator dashboard to initiate and complete Monitoring Tools (NJ)
3. An approval process for MT before submission to the state
4. Download approved MT
5. Introducing Reports center
   1. Billing - Invoice report
   2. Billing - Billing transaction report
   3. Billing - Claim balance report
   4. Billing - Outstanding balance report
   5. Billing - Claim collection report
   6. Admin - Payroll report
   7. Admin - Debarment report (CMS)
   8. Admin - Debarment report (NJ state)
   9. Admin - Plan renewal report
   10. Admin - MT Completion Detail report
   11. Admin - Management review report
   12. Admin - Active customer (population) report
   13. Admin - All tasks report
   14. EVV - Tasks report
   15. EVV - Invoice report
   16. Time Management - Timesheets report
   17. Case Management - Invoice report
   18. Admin - Case load report
   19. Admin - Dashboard
   20. Support Coordinator - Dashboard
   21. Support Coordinator - Checklist report
       {% endtab %}

{% tab title="Changed" %}

1. Enhance the Billing process by incorporating the acceptance and remittance statuses
2. Enhanced validations in the Claims dashboard
   {% endtab %}

{% tab title="Fixed" %}

1. Updated the documentation for Claims Submission
2. Updated the documentation for the MT approval process
   {% endtab %}
   {% endtabs %}

### Release 1.1.1  (2022-10-07)

Fieldworker announces significant improvements around usability, stability, and performance along with major functional enhancements.

{% tabs %}
{% tab title="Added" %}

1. Support for NJ Support Coordination companies to create and manage Monitoring Tools
2. Ability to submit 835 Professional claims to NJMMIS via HIPPA compatible process
3. Support for Guardianship companies using Case Manager functionality
4. Enhanced Note taking and Notes management
5. Customized interface by state/functionality and business
6. Debarment report&#x20;
7. Preauthorization of services
   {% endtab %}

{% tab title="Changed" %}

1. Major revamp of the MIS pages
2. Technical upgrades - Latest version of MUI, JSON Forms infrastructure, JSReport infrastructure
3. The improved bulk import process
4. Forms validation, Other UX changes&#x20;
5. Integration Google Places API
   {% endtab %}

{% tab title="Fixed" %}

{% endtab %}
{% endtabs %}

### Release 1.1.0  (2022-02-26)

Fieldworker implements functionality to enhance EVV and Timesheets functionality&#x20;

{% tabs %}
{% tab title="Added" %}

1. A new customer center functionality is now available. This allows you to see all your customers and all activities in their accounts in one place.&#x20;
   1. Tasks - ongoing and completed&#x20;
   2. Staff - working with the customer&#x20;
   3. Documents, Forms from the customer&#x20;
   4. Notes from the prior interaction&#x20;
   5. All contacts for the customer
2. EVV module provides a complete interface to help with the easy implementation of EVV.&#x20;
   1. NJ customer companies can establish tasks that can be mapped to procedures that are eligible for EVV submissions.&#x20;
   2. Fieldworker EVV module picks, formats, and sends the relevant procedures to NJ state.&#x20;
   3. An intuitive interface to manage the failures and resend the failed/rejected tasks.&#x20;
   4. An EVV invoice report for payments submitted to Medicaid via EVV
3. Notifications to convey important messages
   {% endtab %}

{% tab title="Changed" %}

1. The Admin dashboard is now merged with the Fieldworker start page. As an admin or a manager, you can also access your Fieldworker screen and functionality from the same screen. There is no need to change your role and re-login.
2. The Time Management module is revamped&#x20;
   1. Extended to allow integration with the payroll. The companies can choose their pay cycles and generate payroll reports.&#x20;
   2. Easy to manage pay cycles to regulate the pay periods, associate time entries, and summary reports.&#x20;
   3. Workflow to manage timesheet data entry, submission, approval, and inclusion in payroll&#x20;
   4. Automatic capture of timesheet entries for pre-defined tasks and EVV check-in/checkouts
3. Vastly improved configuration section (access limited to admins where applicable)&#x20;
   1. Easily manage your employee data; potential to generate HR reports&#x20;
   2. Setup customization and configurations for your company’s specific workflow&#x20;
      1. Personal and HR settings&#x20;
      2. Payroll settings&#x20;
      3. Operational settings&#x20;
      4. Billing and EVV settings&#x20;
      5. Subscription settings
         {% endtab %}

{% tab title="Fixed" %}

{% endtab %}
{% endtabs %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

The question should be specific, self-contained, and written in natural language.
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