New Features:

  • Standard User - Added “Other” text field under Employment → Separation Reason 0:26
  • Standard User - Print Notes button added to Client Notes page 0:50
  • Report Builder - “Referral Source” now available for Ad Hoc reports 1:04
  • Report Builder - Adding “Referral Source” to Ad Hoc report 1:30
  • Standard User - “Referral Source” location on client profile 2:31
  • Agency Admin - Add "Referral Source" option to drop-down list 2:47
  • Agency Admin - Organizing Assessments by Program 3:13
  • Standard User - Viewing Assessments filtered by Program 4:34