Generic Invoice Creation
- Users can now create invoices from scratch for any payer and any care recipient service, expanding flexibility in billing processes.
- Access the invoice creation feature conveniently located in the page bar on the top right within the Billing page.
Partial Payments and Invoice Rollovers
- Introduced a new feature to facilitate multi-payer scenarios, particularly useful when Private Payers settle the remaining balance after partial payment from a long-term care insurance company.
- Upon marking an invoice as Partially Paid, users can record the amount paid and view the remaining balance due.
- Optionally, selecting a payer when marking an invoice as partially paid will trigger the generation of a new invoice for the selected payer with the remaining amount.
Configure Travel Time and Mileage
- Workspace settings now include the option to toggle travel time and mileage collection on/off as per user preference.
- Disabling mileage or travel time in workspace settings hides corresponding inputs from caregivers working shifts.
- Even with mileage and travel time turned off, staff can still add these items to shifts as payable, billable, or both.
Profile Links
- Implemented profile links throughout the product to enhance user experience and streamline navigation.
- Easily navigate to a person's profile by clicking on their name wherever it appears.
- For instance, navigating to a Care Recipient's profile from the billing tab directs users to the Invoices tab within their profile.
- Hovering over a person's name now underlines it, indicating the option to navigate to their profile within the workspace.
Fixes & Improvements
- Upgraded modal forms to dedicated page forms for enhanced usability and performance.
- Resolved a bug causing 404 errors when selecting Care Recipients or Payers from the Billing table.
- Fixed an issue preventing users from saving certain care plans, ensuring smoother workflow.