What changes were included in the February 2023 release?

Version 2023.0.0

These release notes refer to Nightingale Software version 2023.0.0

Important item to note:

The Staff Position Access setting to allow access to the Generate Client Link button for case notes has now been fixed. To retain access to this button you will need to ensure the Client Public Forms setting is ticked. It’s under the Clients tab in Organisation Settings → Staff Positions → Position Access.

New Features

Search Bar in Organisation Settings

You now have the ability to search Organisation Settings page for the options you’re after.

Multi-Select Actions in the Calendar!

The Convert to Single Appointment function can now be applied to multiple appointments at once. Just hold down the Ctrl Key, click on multiple appointments to select them, then Right Click → Convert to Single Appointment.

Watch this space because there are more multi-select actions to come to save you time on every roster.

Automated Public Holidays pre-filled for all states

National Public Holidays will now be automatically populated to the Special Dates table each year.
Just select your state to add all the public holidays for your state.
You’ll still need to tick the “Public Holiday” checkbox to trigger the public holiday functionality. These will be unticked by default, so if you don’t want the public holiday functionality then you don’t need to do anything.

Plans & Dates Rollover tool now extended to Plan & Self Managed Funding

The Plans & Dates Rollover tool can now be used for all types of NDIS funding. Give this tool a go next time your clients are rolling over to a new plan for a serious time-saver!

Attendance Data fields in Billable Case Note Export Reports

See the full set of attendance data fields in all custom reports for custom case notes with the Support Funding field.

Shift Type and Shift Type Category Improvements:

Timesheets now map directly to the staff member’s Shift Types.
Supported Employees can now be assigned a Shift Type Category
Nightingale will now block the accidental creation of duplicate Shift Types or Shift Times
Improvements to the way shift types are handled in all the relevant reports.

DEX Home Modifications Custom Field Type for use in Custom Case Notes

A new custom field type has been added for CHSP service types covering Home Modifications items, e.g. handrails, grabrails.

Locations in Shift Bidding

Integrate defined source locations from your rosters into shift bids instead of the client address.

Enable both recurring & non-recurring appointment rostering in all roster tools

Options have been added to enable both recurring & non-recurring rostering in 3 new rostering pages:

Multi-Funding Roster
Multi-Staff Roster
Group Roster

Client & Group Filters in Review Attendance

These added filters will help you narrow your review parameters.

Simple Template option added for the Client Roster Form

This gives you choices about which version you’d like to send to your clients.

MYOB ID field added to edit client page internal tab

It’s in the Internal tab so you can always check if a client’s been synced. It has also been add to the Manage Clients report.

Leave start & end times added to the Payroll Summary Report

When leave has specified times instead of whole days, these times will now appear in the Payroll Summary Report.

Roster Subject now visible in the Mobile App

The Roster subject is now visible in the mobile app giving field staff a clearer understanding of the appointment assigned to them.

Client Selector & "All Clients" options added to the Transfer Sales to Xero pages

Giving you greater control, especially when you need to “Resend Invoices” from Nightingale to Xero.

Scroll Bar added to the Case Note Custom Field Table

Such a time-saver when you’re building those large custom forms.

Greentree Integration Upgrades

A host of improvements and fixes to our Greentree integration.

Bug-Fixes

There have been a tonne of bug-fixes, with just a few listed below:

Staff Position Setting not working for Public Case Notes
Prevention of staff members with duplicate email addresses
Client Auto Attendance Travel Bug
Unlock Balances - Split up Self/Plan managed checkbox
Bug-fixes to the Group Ratio Roster, Multi-Staff Roster
Client No Service Report bug-fix
Staff Media Permissions visible in View Staff Details
Payroll Summary Report: Break duration fixed when no break details are applied to a roster