🛠️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 asks and any other changes. Major releases follow a quarterly cycle cadence, while minor releases are deployed every month.

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

Minor releases - are 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. In the app reminders for checking in and/or checking out for a scheduled task.

2. Allow customer needs to be maintained within the Fieldworker system.

3. Allow employee schedules, accessible from the mobile app as well.

4. Enhance forms and workflow capability to associate a form to a timesheet entry or task.

5. New interface for Day-care and/or Community Support businesses

6. Allow customer ID with a picture and QR code to be printed

7. A new look and revamped reporting center for form data

8. Capture and manage customer needs

9. A more powerful and easy-to-use permissions functionality which will allow the admin to granularly control access to various modules.

10. Allow each agency to set a tolerance level for the distance for EVV check-ins

Changed

1. New and improved logging infrastructure

2. New and enhanced UI for the main page, especially the left menu

3. Improved interface to capture case notes

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. Enhance logging for better user support

Fxed

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