🛠️Change Log

Our team is happy and humbled to see you here! We will be using this page to announce new features on Fieldworker. You will be able to access it directly in your app as well.

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

Items being worked on (No ETA)

The following functionality is being developed and tested and will soon be deployed.

Added

1. Premium customers can now have a customized, dedicated subdomain, youragency.fieldworker.ai

2. FW platform introduces Referrals

   1. An agency can accept a referral from any source

   2. Use a QR code to advertise your referral form

3. SDOH data collection and reporting

Changed

Fixed

1. Refactor the code to improve the quality and enhance stability

Ability Hub

1. AH Web app listing service providers

2. New SDOH screen/interview

3. Caregiver burden interview

4. Caregiver Marketplace

Release 3.2 ( 2025-06-06 )

The following functionality is being developed and will soon be deployed.

Added

1. The Fieldworker platform will introduce a premium set of functionality that will provide tools and options for forward-looking organizations to manage and grow their operations more effectively.

   1. Easy customization of the customer information

   2. A more robust and easy-to-use permissions system that allows the admin to control access to various modules and functionality

   3. 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, 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 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

4. Easier access to prior MTs for a customer

5. Provide a help button that will send out an email to FW Help.

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’ as a new feature that a company can subscribe to.

   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

   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.

      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.

      No of rows with no issues NNN

      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.

10. Rebuild the landing page to support customizable layouts.

    1. Support a couple of different layouts - 2X2, 2X1, 2X(2,1), 1x2.

    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 by the 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

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. On the Claims dashboard, allow billing end dates for selected claims to be modified.

5. On the Scheduler page, allow all recurring scheduled sessions (in the future) to be deleted in a single action.

6. In the calendar .. for schedules, can we use a slightly more prominent color to indicate today’s date?

7. 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.

8. 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.

9. On the MT page, the floating windows (notes, etc) should remember their last location.

10. Add Task type as an additional column in the datagrid on the service authorization tab.

11. When an attendance record is being modified for a scheduler's use, display the available units, similar to when creating a schedule entry.

12. While scheduling, show the number of units, rather than the minutes remaining.

13. When accessing a form from the attendance record, we now show both the task start and the task end time.

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.

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 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

Release 3.1 ( 2025-04-23 )

The following functionality is being developed and will soon be deployed.

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. 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>’.

   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.

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.

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.

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

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'

Release 3.0 ( 2025-02-14 )

The following functionality is being developed and will soon be deployed.

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.

   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

   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.

   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.

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.

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

13. Enhance logging for better user support

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.

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

Release 2.3 ( 2024-10-11 )

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

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.

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.

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.

Fixed

1. Continuous refactoring of code to improve the quality and enhance stability

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

• Respite help

• Request for services

• Calendars, and reminders

• Record incidents

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 ..

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

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.

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.

Fixed

1. Refactor code to improve the quality and enhance stability

2. Improve logging functionality across the app for better support.

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 ..

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

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.

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

Release 2.2.0 (2024-05-06)

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

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.

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.

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

    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.

    8. Generate a name badge containing the name of the customer and a unique QR code for efficient tracking and data capture

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.

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.

Release 2.1.1 (2024-03-14)

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

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

Changed

1. A task is no longer a mandatory requirement to upload a document.

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.

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.

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.

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.

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.

Release 2.0.1 (2024-02-16)

Fieldworker deploys several changes to our web application for efficiency.

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.

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.

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.

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.

Release 2.1.0 (2024-01-04)

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

Added

1. Complete redesign of both Android and iOS mobile app user interface.

2. Include a customer screen in the mobile app

Changed

1. A complete revamp of the Fieldworker mobile app for usability and performance.

Fixed

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..

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.

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.

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.

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.

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.

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

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.

Fixed

1. Minor styling fixes to Plan pages

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

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.

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.

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

Fixed

1. Timesheet Page Infinite Loading for one user of DS&A

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.

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.

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.

Fixed

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.

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

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.

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.

Fixed

1. Extending Trial and subscription date is not being saved.

2. Performance improvement loading the SC Supervisor page

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.

Release 1.2.3 (2023-06-26)

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

Added

Changed

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

Fixed

Release 1.2.2 (2023-06-05)

Fieldworker announces major enhancements to support EVV in Arizona.

Added

1. Added EVV functionality for Arizona providers, via SanData

2. Supporting HR hierarchies

3. New Utilization report for tracking prior authorizations

Changed

Fixed

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

Release 1.2.1 (2023-04-06)

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

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

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

   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

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.

Fixed

Release 1.2.0 (2023-03-16)

Fieldworker implements functionality to create Monitoring Tools using new formats.

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

Changed

1. Enhance the Billing process by incorporating the acceptance and remittance statuses

2. Enhanced validations in the Claims dashboard

Fixed

1. Updated the documentation for Claims Submission

2. Updated the documentation for the MT approval process

Release 1.1.1 (2022-10-07)

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

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

7. Preauthorization of services

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

5. Integration Google Places API

Fixed

Release 1.1.0 (2022-02-26)

Fieldworker implements functionality to enhance EVV and Timesheets functionality

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.

   1. Tasks - ongoing and completed

   2. Staff - working with the customer

   3. Documents, Forms from the customer

   4. Notes from the prior interaction

   5. All contacts for the customer

2. EVV module provides a complete interface to help with the easy implementation of EVV.

   1. NJ customer companies can establish tasks that can be mapped to procedures that are eligible for EVV submissions.

   2. Fieldworker EVV module picks, formats, and sends the relevant procedures to NJ state.

   3. An intuitive interface to manage the failures and resend the failed/rejected tasks.

   4. An EVV invoice report for payments submitted to Medicaid via EVV

3. Notifications to convey important messages

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

   1. Extended to allow integration with the payroll. The companies can choose their pay cycles and generate payroll reports.

   2. Easy to manage pay cycles to regulate the pay periods, associate time entries, and summary reports.

   3. Workflow to manage timesheet data entry, submission, approval, and inclusion in payroll

   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)

   1. Easily manage your employee data; potential to generate HR reports

   2. Setup customization and configurations for your company’s specific workflow

      1. Personal and HR settings

      2. Payroll settings

      3. Operational settings

      4. Billing and EVV settings

      5. Subscription settings

Fixed