Version v2023.6.0 of Nightingale introduces updates and improvements across the platform.
Please take note of some important changes:
- The user interface has received a makeover, starting with changes to the top and side menus as well as the Overview page.
- Tech support and knowledge base features have been consolidated for better customer service.
- Deactivating a billable case note now also deactivates its attendance records.
- Enhanced data validation has been implemented to reduce integration errors, and email notifications for case notes have undergone security improvements.
- New feature highlights include a NDIS quote tool, push notifications for roster changes, calendar colour coding, HCP PRODA reconciliation tool (in beta), and HCP client leave rate adjustments.
- A recording of the webinar showcasing some key elements in the release by our CPO, Robert Jenkin, can be found at the bottom of this page.
Contents:
Important Changes to Know About:
UI Upgrades - We’re getting a makeover.
This version has the first part of what will be a gradual page by page facelift to the Nightingale user interface. You’ll notice these changes have begun on the top and side menus as well as the Overview page.
The Nightingale Companion mobile app has also received some UI updates.
Tech Support & Knowledge Base
The little orange circles in the lower left corner of the screen have been combined. Click there to raise support request via the options in our customer portal. While we recognise that some of our users liked the convenience of submitting a request via the in-app widget, it wasn’t possible to include the full set of fields in the request form there. This meant that a very high percentage of requests from the widget needed extra back and forth messages to get more information before we could even start investigating the issue. We look forward to being able to provide faster support resolutions with requests via the customer portal.
Deactivating a Billable Case Note to Deactivate its Attendances.
This one is pretty much as it sounds. In the past if you deactivated a billable case note, it deactivated the case note but not the attendance records that had been created by that case note. We felt that this was somewhat counter-intuitive so now when you deactivate a billable case note, it will also grab the attendance and roster records created by that case note and deactivate them too.
Never fear, if you happen to do it by mistake, reactivating the billable case note will also reactivate the roster and attendance records too.
Enhanced data validation for reduced integration errors
You’ll notice that more of the fields in places like Client & Staff Details are now checking that the data you’ve entered is a valid format. For example, email addresses having an @ in there somewhere or phone numbers not having a bunch of random characters. That kind of thing. As well as helping you keep your data cleaner, this is important for the many integrations that we offer. Those systems have a lot of strict requirements around the format your data has to be in for it to accept what we send. So this improvement helps prevent you from accidentally causing an error in your integration by having some data that the other system won’t accept.
Case Note Email Notification Security Improvements
We’ve reduced the amount of information that appears in these email notifications for improved information and data security.
Nightingale Companion Mobile App Updated.
The new version of the Nightingale Companion Mobile App contains various bug fixes and improvements. The app can now be updated from the app stores:
https://apps.apple.com/au/app/nightingale-companion/id1586759147
https://play.google.com/store/apps/details?id=au.com.anson.nightingalecompanion
Highlight Features:
NDIS Quote Tool
Stage 1 of our NDIS quote tool is now available to all. You can create quotes and export them to pdf to share with your clients. Stage 2 and 3 are coming soon and will involve the ability to convert accepted quotes directly into client funding.
Click here for more information
Push Notification for Roster Changes
Keep your field staff up to date with changes to their rosters via automated push notifications sent to the Nightingale Companion app. Just ask us to turn the feature on, choose your settings, and away you go!
Make sure to also advise your staff to keep updated to the latest version in the App Store or Play Store.
Click here for more information
Calendar Colour Coding
You can now apply colour coding to the calendar based on funding category! The attendance status colour will also be added as a strip down the side of the appointment. This is a feature our Customer Success team are absolutely loving with some great functional benefits, and we hope you love it too.
Click here for more information
HCP PRODA Reconciliation - beta
We’ve created a new tool for importing all the payments and adjustments from the HCP PRODA payments file automatically. It’s a simple upload of the xml file and a couple of clicks. This feature will be available to a few beta testing customers initially before being rolled out to everyone over the coming weeks. Stay tuned for more updates as this one progresses.
HCP Client Leave Rate Adjustments
If your HCP clients go on temporary leave, whether hospital, transition care, residential respite, or social, Nightingale will now automatically make the necessary changes to fees and rates after 28 days according to the leave type and in line with government regulations. Please note that HCP Updates still need to be used to stop services while a client is on leave. Care & Package Management Fees can be stopped from charging during HCP Leave either automatically via Home Care Package Settings or manually using the care & package management fee overrides on a HCP Update.
Click here for more information
QuickBooks Integration Upgrade & Expansion
Our QuickBooks integration has undergone a significant upgrade and expansion for NDIS and private funding providers. For our HCP providers using QB, there’s some additional functionality for you too but otherwise your core invoice transfer feature has not been changed.
Click here for more information
New Features:
Ratios added to Manage & Review Attendance
A group ratio column has been added to the Manage and Review Attendance reports. You can find it in the ‘customise’ box.
Remove unnecessary mandatory status from fields in Global Contacts
This one is pretty simple. There were a couple of fields that were mandatory when creating a Global Contact that really didn’t need to be, so we changed that, meaning you won’t have to enter placeholder values for fields that don’t apply to your contact.
Xero Sync & Error Improvements
Further work has been done to improve the Xero finance integration, making error messages clearer and the sync page a bit more intuitive.
Auto attendance function improvements
You can now filter by group when running Client Auto Attendance and Client Auto Attendance Travel. We’ve also changed the process to run in the background to prevent the page from timing out if you select a really, really wide date range.
Auto-generated Client/Staff ID
If you want it to, Nightingale can now auto-generate client and staff IDs with options for defining a prefix. You can apply this to new staff only or even back across all existing staff already in the system.
Ability to Edit an Attendance if Roster is Archived
While we generally wouldn’t encourage the archiving of rosters after an attendance record has been created, we get that somethings these things happen whether by accident or on purpose. So, we’ve made it possible to edit the attendance record if it has via an edit button in Review Attendance.
Apply Staff Relationships to all Client & Staff Selection Fields
We’re working our way through all the client and staff dropdown fields to ensure you can’t see the names of anyone you don’t have relationships with (unless you have all access). Selecting those people was always blocked but now they won’t even appear in the list.
Timesheet & Attendance Moderation Workflow
We’ve tidied up the workflow here so you can no longer moderate a timesheet to approved if it has attendances in it that are yet to be approved.
Security Upgrades
Security is integral to our entire ethos, and we know it’s important to you too. We’re never resting on our laurels and have been working with specialist security consultants to make Nightingale even more secure.
Speed Improvements
We’ve made some backend changes to help pages load faster. These improvements will be especially felt by our larger customers.
Add Automatic Retry to KeyPay Syncs
KeyPay’s API sometimes rejects sync batches due to irregular rate limiting, so we’ve made our integration automatically retry the sync when it does.
Ability to edit Greentree Code - Plan Managed field
This was previously locked once automatically populated by the integration. Edits can now be made should a client change plan managers.
Minor Improvements:
All Finalised Invoices now saved in Client Files
Additional fields added to the Client Support Funding Export report.
Warning added when bulk updating Attendance Notes
Case Note "Attachments" Column in Client Case Notes column chooser
Make the Invoice Number a hyperlink in the Client Invoice Aged Debtors Report
Add "Client Type" column to Staff Payroll Export report.
Grey the calendar for client leave
ID fields added to the Alternative Contacts Report
Update HCP packages with Aria rates
Create lockout for Staff App
Bugs Squashed
Vehicle Rostering in Multi-funding Roster is not working for some Staff Positions.
Errors if “NDIS” included in Other Funding (non-NDIS) funding names.
Odometer record not saved from mobile.
Nightingale Staff Mobile app tablet compatibility.
Case notes missing in mobile app.
Xero integration with NG not working - Timesheets.
Add Logging to Timesheet and Integrations Exports.
HCP Updates Record report not saving the customise selection.
Add client case note in mobile app not checking for Case Note Category "Applicable to Client" checkbox.
Unable to Export Client Case Notes Reports.
Some fields not respecting case sensitivity when used in SMS messages.
Global Contacts not allowing relationship edit.
No Line Items when adding through case notes tab.
Calendar send sms functions sending to dummy staff/client.
Global Contacts Export shows incorrect information.
Client case note client multi-select should only show on group appointments.
Tables failing due to inactivity timeout showing wrong error message.
Crash when loading group alerts.
HCP invoice report crashing if client has no HCP details for start of the month.
Client balances report not loading the correct balance for each client.
HCP invoice report ‘include from’ field not working correctly.
Case notes not printing beyond the first page.
HCP invoice showing original units after forcing units to 1 internally for 'each' attendances.
Selecting a group on calendar empties out items in the filter dropdowns.
HCP invoice report not properly loading the most recent HCP details before invoice period.
HCP details 'tick to not charge basic daily fee' not working.
MYOB invoices don't include GST when checkbox ticked in Other Funding.
SMS reminders showing html markup.
Reassign staff not working on group appointments.
Inactive Attendance Status reasons still visible in the mobile app.
HCP service invoices not handling units of measure correctly.
Selecting 'Enable MFA' without ticking one of the checkboxes for email/sms/authenticator and hitting save causes page timeout.
Competencies are requiring moderation when they should not.
Attendance reports date & time columns using different display formats.
Staff Programs Field not showing in Staff Profile
Attendances locked but claims report not displaying "Yes" in Locked column on Manage Attendance
Non-Recurring Multi-Funding Roster requires end date but it is greyed out
Shifts crossing overnight & being counted as first shift of the second day.
DEX Reporting Variances
HOTFIX - Check 'staff availability' gives erroneous result.
Possible to deactivate a Staff Position with Assigned Staff Members
Reorder Relationships page based on client/group name.
Scroller missing from case note custom field screen.
Open in new Tab on review attendance
Staff Payroll Export not showing travel time.
Unable to Remove Image on Client Edit Details Page
Creating Client App Login for Family causing 404 error
Pinned Case notes not loading correctly.
DEX Case doesn't save updated imported Case id.
Removal of legacy finance access settings
Media Permissions not showing on Client Dashboard
DEX Score page shows inactive cases.
Client Case Notes Export
Remove "attendance change notes" note from mobile app attendances.
NDIS PRODA Client Claims report’s running total should be calculated by summing the already rounded prices of the individual services.
Release Video Showcase
Below is a recording of the webinar delivered by our CPO, Robert Jenkin, highlighting some of the key elements in v2023.6. The intro has been cut so you can get straight into the content:
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