Clients:

• Changes to prevent extra breaks on the "Monthly Meals Report".

• Added a new NAPIS survey form, MN Metro 2009, with corresponding registration input screen.

Home Delivered Meals Module:

• Added a new CCCI export format to User Custom Reports for CW Resources (creates a record for each day).

Transportation Module:

• Add new feature for importing MNET CSV reservations file as well as an "MNET Trip" report and "MNET Error" report.

• This version has also added a few fields to existing tables and created 1 new table.

Congregate Dining Module:

• Corrected conflicts among the "Walkins", "New Client", "Locate", and "Browse" buttons on the "Post Event Attendance" screen.

Home Delivered Meals Module:

• Prevent users from attempting to assign an alternate route as the client's only route.

• Modifications to two User Custom Reports for Manatee.

Clients:

• Re-activated the module checklist that warns users of client activity when a Delete is requested.

Home Delivered Meals Module:

• Added an option to print one label per client instead of one label per meal on the "Meal Labels" screen.

Congregate Dining Module:

• On the Roster, include extra blank lines at the bottom of the report instead of on a separate page.

Query Maker:

• Added three date fields to the Query Maker Dictionary; Cong Events:Date, Cong Activity:Date, and Cong Order:Date.

Accounts Receivable Module:

• Added the client ID to Third Party Payer statements.

• Allow Third Party Payer payments to be posted by client on the "Payment" screen and "Payment Register".

Home Delivered Meals Module:

• Add a temporary header message to the daily Route Card for specific route content.

• Expanded the Client ID and Provider ID field sizes from 5 digits to 8 digits; allowing for more clients in the database.

Clients:

• Fixed the feature that allows users to print a blank NAPIS Form.

Billing / Accounts Receivable:

• Apply monthly donation logic to all three meal types.

• Reminder notices can now include a monthly total meal count (additional merge option).

Home Delivered Meals Module:

• Added the "AASCC Statements" report into the Custom Reports section for CW Resources.

Maintenance:

• Added the ability to import a signature for the AASCC Third Party Statements report (for CW Resources).

MapMaker Module:

• Updated the "Route Overview" capacity from 50 to 95 Routes.

Accounts Receivable Module:

• Added the new report sequence option "By Zip Code / Client" and the "Exclude Credit Balances" to the "Statements" report.

Accounts Receivable Module:

• Updated the current balance on the "Adjustment", "Payments", and "Posting" screens to total all transactions and not just the open items.

MapMaker Module:

• Mapmaker can now be used with MapPoint 2009! Modified the code to load 50 custom icons into MapPoint 2009.

• The screen will now display the start/end location of a route if one exists when the route is selected.

Transportation Module:

• Added Client billing and client alternate payers.

• Modified the Save command concerning options for standing orders on terminated clients.

• Modified the reports "Ride Counts," "5310 Information," and "Statistical Information" to reconcile correctly.

Query Maker:

• Added 11 files to the Query Maker dictionary.

Clients:

• Added internal Person ID to the People screen.

• Added code to turn on the Save/Cancel buttons if the Terminate Reason field is changed.

Volunteers:

• Modified functions to prevent error in Maintenance Mass Update utility.

Home Delivered Meals Module:

• Created a form that allows the user to enter start/end addresses for HDM routes run from distributed drop-off sites.

• Added warning if second statement message is likely to over-run the print space limit.

Accounts Receivable Module:

• Added label to display Client ID.

• Added menu button "Find By ID" to locate clients.
   

• Added report options "Print Statement Logo" and "Show as Donation.  

• Added two new statement options, one for Clients and one for Third Party Payers, which will display the company logo instead of the company information at the top center of the statement.

Maintenance:

• Added form that allows you to load the statement report logo into the database.

Home Delivered Meals Module:

• On the Meals Calendar, Totals button no longer resets Meals check box on People screen.

• Fixed error that was placing  ".F." in the limitations listbox where there were no limitations for a client.

• Fixed initialization error when first entering Volunteer from people screen.  

• Included label option LABELBLANK SS71-P (MEAL5163) format for all users.

• User Custom Report "VOA Monthly Activity Roster"  -  Now excludes any Third Party Paid meals that NSIP clients may have received. Eligibility is now determined by NSIP status, not age.

• User Custom Report "Ramsey Monthly Activity Roster"  -  Now excludes any Third Party Paid meals that NSIP clients may have received.  

• "CW TPP Statements"  screen - Added code to check for Third Party Payers and issue a message if no Third Party Payers exist.

Accounts Receivable Module:

• The History button on the "View Account Transactions Screen" now includes all transaction amounts when calculating the Total instead of just the open items.

MapMaker Module:

• Users can now exit the MapPoint screens directly with the "x" button.

Transportation Module:

• "Route Schedules"  screen - The Daily Resources tab now excludes all but Active status rides when determining if all rides fit in the scheduled route.

• When using "Map Route button, users can now exit the MapPoint screens directly with the "x" button.

• "Passenger Schedules" screen - added code to refresh the screen information after adding Emergency information. 

• Added third decimal place to mileage rates on Agency Rates and Driver Information screens.

Completely Revised and Expanded Help File! 

Home Delivered Meals Module:

• "People" screen now features Hispanic dropdown box, allowing easy selection of Hispanic clients.

• Preferred Route dropdown list on the "Volunteer Schedules" screen is now sorted alphabetically.

• Weekly Route Card Report fields for Wednesday now expanded to allow 3 digits.

• The RCC Custom "Activity Roster" now allows for 8 numeric characters. 

• Print Preview and Save buttons now activate correctly on "Route Order" screen.

• Print Preview on "Client Statements" labels now shows all records (non A/R module clients).

Transportation Module:

• Map Preferences button now on Route Schedule screen, allowing quick access to map options.

Accounts Receivable Module:

• The Aged Receivables Report is now available in two versions.

  The "Current Status" report gives balances from the requested period as-of the date you run the report, and is intended to support collections activity.

  The "As of Month-End" report creates an audit tool showing aged receivables as they were on the selected month-end date.  Choose this option with zero and credit balances as shown below to tie to totals on the "A/R Recap" report.

     

  

   

Home Delivered Meals Module:

• "Create Meals" calendar utility is now more explicit about handling of clients already scheduled.

• "Additional Meals" feature in Meals Calendar Utilities corrected for clients with no meal scheduled.

• Temporary Stops now show history and permit updates of multiple stops.

• Hispanic/Latino check box and optional Services list added to the NAPIS 2004 survey form.

• Weekly route card expanded for more than 9 meals per client per day.

• Third Party Payer Meal Count Report totals expanded to allow 6 significant digits. 

• User Custom Reports includes a new Third Party Payer statement for CW Resources, and a new secure zip utility for Ramsey Consortium file exports.

Accounts Receivable Module:

• Debit memos that exceed the account debit balance will now post as a single positive transaction.

• Users may now choose to run the Aged Receivables Report as of period-end or current date.

Congregate Dining Module:

• Eliminated calendar tool-tip error that affected programs with multiple sites.

Transportation Module:

• Statistical Report now prints inactive (zero) categories.
   

• Users may now run multiple route card formats in the same work session.

• Route card meal type names now match user custom names.

• Meal calendar update corrected on 'do not replace existing' option.

• Stop Order Change on initial client setup now saves correctly.

• Full Outreach field list added to query maker and access to medical information tied to security privileges.

• Client consent form added to Outreach module.

• User Custom Reports field additions for Ramsey County MN.

• Client termination status for all services now appears on People screen.

• Restrict volunteer counts on HDM statistics report to volunteers w/ HDM activity.

• Added custom label Online #01725 (1.475" X 4") to replace discontinued Avery label on all label prints.

• Ride Express transportation module added to menus and options (see www.RideExpress.com to learn how to acquire this module).

• MapMaker interference with error handling and reports menus corrected.

• Reindexing issue ("Cannot resolve backlink") eliminated.

• Accounts receivable adjustment transactions now clear completely.

• Re-ordered selection parameters for "Create Meals" function to specify clients before date range.

• Changed "Church" to "Place of Worship" on Intake screen.

• Increased font size on client statements.

• Changed NAPIS survey fonts to Arial for easier reading.

• Change to prevent users from running "Create Meals" with no meals specified.

• Used narrow font to improve formatting of Avery 5163 labels.