• Runs Summary Report
• Dashboard Runs

CHANGES / ENHANCEMENTS

• Tenant setting to control how mileage is calculated by travel time or distance
• Carers Dropdown in runs, visit live and plans to only display active carers with only to display in-active
• Runs error messages made more readable

BUG FIXES

• No new bug fixes

• No new features in this release

CHANGES / ENHANCEMENTS

• Changes made for emails to be using html template
• New email for late checkin for carers onto visits

BUG FIXES

• No new bug fixes

• No new features in this release

CHANGES / ENHANCEMENTS

• Disable save button on run’s when save is clicked to stop double clicks of save adding multiple runs

BUG FIXES

• Resolve issue with duplicate visit numbers appearing when multiple people diarise

• No new features in this release

CHANGES / ENHANCEMENTS

• No new Changes / Enhancements in this release

BUG FIXES

• Resolve problem with carers dropdown in runs having null values

• No new features in this release

CHANGES / ENHANCEMENTS

• Performance enhancement to runs allocations to speed up save, validation
• Changes made to plan for performance on selecting multiple visits and allocating run.
• Ordering of runs list

BUG FIXES

• No new bug fixes

• No new features in this release

CHANGES / ENHANCEMENTS

• Performance changes to runs allocations to speed up save, validation
• Enabling Supervisors to view runs tab
• Node count for visit plans on saving run and node count on carer allocation in Plans causing error

BUG FIXES

• Resolve issue with Diarise containing multiple carers that was not in run

• Runs

CHANGES / ENHANCEMENTS

• Displaying on planned visit if applied to a run with a star and a label for what run on hover
• Mars Customer Records Start and End date and filters carer portal of expired medication
• Service contract drop down in visits to removed expire contracts from list unless already selected, then highlight in red

BUG FIXES

• No Bug Fixes were in this release.

• No New Features were in this release.

CHANGES / ENHANCEMENTS

• Plan items added to calendar by double click
• Carer checking in performance enhancements
• Visit rota font size change for Customer / Carer download in PDF
• Login placeholder text colour from grey to black

BUG FIXES

• Tooltips to appear under item instead of to the right
• Background colour change of badge for carer portal number of items in tab

• Release of Actual hours worked report.

CHANGES / ENHANCEMENTS

• Change made to Mars Administered Report to switch administered date time to Visit End date time based on rules.
• Admin settings having rule for enabling mars report change under report settings section, set the value to 0 to disable

BUG FIXES

• No Bug Fixes were in this release.

• Release of Actual hours worked report.

CHANGES / ENHANCEMENTS

• No Changes or Enhancements were in this release.

BUG FIXES

• No Bug Fixes were in this release.

• No new features were released in this update.

CHANGES / ENHANCEMENTS

• Mileage Report to include check in and checkout time

BUG FIXES

• Change made to Payroll Report changes to Hours Report Breakdown as well as resolving problem with calculations
• Remove html not closed in carer portal for medication

• No new features were released in this update.

CHANGES / ENHANCEMENTS

• No enhancements were released in this update.

BUG FIXES

• Changes made to hours worked report so that calculations are accurate
• Change made to customers search box title in customer tab so that it is labeled correctly

• Care manager checkout to include mar details
• Missing visit report to include / exclude cancelled visits
• Report Customer Note Audit
• Report Emergency Next of Kin
• Note types sort order for carer portal
• Date time of created note added to carer portal

CHANGES / ENHANCEMENTS

• Partial allocated visits query for visits calendar extra performance increase
•  Absence register performance increase
• Performance increase on searching for customers / carers – separate name from address
• Hours Worked report change time format
• Hours Worked report separate into first / last visit and between

BUG FIXES

• Customer Visit Group Report
• Partially allocated visits added to visit diary extended view

CHANGES / ENHANCEMENTS

• Customer Profile page speed increase of load
• Carer Profile page speed increase of load

BUG FIXES

• Employee number issue – when saving new carer with employee number included

• Carer Revenue Analysis Report
• Customer Revenue Analysis Report

CHANGES / ENHANCEMENTS

• No enhancements were released in this update.

BUG FIXES

• No bug fixes were released in this update.

• Training Matrix Report
• Employment Audit Report
• Mileage First Last Report

CHANGES / ENHANCEMENTS

• Report Customer Visit – changes for selecting the yes no options in filter
• ISA Fast Track Date added to Recruitment

BUG FIXES

• No bug fixes were released in this update.

• No new features were released in this update

CHANGES / ENHANCEMENTS

• Cancelled visits are highlighted and displayed with a red background when carers views list of visits in the home page on the the carers portal.
• Improve page load time when viewing Batch Invoices.
• Improve time taken to load customers dropdown when creating single invoices.

BUG FIXES

• When a carer had checked in but not checked out for a specific customer, an error occurred when care managers viewed the customer’s basic info page.

• No new features were released in this update

CHANGES / ENHANCEMENTS

• The display of dates in Carer portal is displayed in a better format from : Jul 24 14:31 to Tue 24/07/2018 14:31 Careplan list in manager order by date created desc Carer portal to display latest careplan for customer
• Changes to visit rota’s to highlight those visits that are un allocated / under allocated / cancelled better
• Stop loading icon when saving a single visit plan, issue having to scroll back down

BUG FIXES

• Style change on Cookie law so that the grid lines of the calandar appear behind the cookie content

• No new features were released in this update

CHANGES / ENHANCEMENTS

• A loading icon will be displayed whenever Alice is waiting for data
• A notification showing success/failure is displayed whenever data is saved/updated/deleted
• Alice will now utilize the entire viewport
• The ‘Revenue by Tariff’ report has been altered to include more relevant and useful information
• When carers view past visit report notes, they will see the name of the carer who wrote them
• You now have the option to include an employee number when creating a carer, or editing a carer’s details
• If a carer has an employee number entered into the system, it will appear in payroll reports

BUG FIXES

• The system will no longer reject diarisation when an assigned carer has pending or declined leave

• No new features were released in this update

CHANGES / ENHANCEMENTS

• Can now download the following as CSV for use in spreadsheets: single/batch invoices, detail/summary payroll
• Bulk download option added to invoices – all invoices within a run can be downloaded as a single pdf
• Can now edit a tariff to show/hide a customer’s name from an invoice
• The ‘Hours Worked’ report has been re-done and now includes payroll information and calculates fractional hours correctly
• Analytics tools implemented to help us understand how users experience Alice
• Optimisations were made to visit plan/live diary tab to speed up interactions such as selecting/deselecting multiple entries or switching carers/customers
• Can now create visits from a visit plan when associated carers are on leave during the diarisation period – the visits are created unallocated instead of rejecting the diarisation

BUG FIXES

• Editing some carer’s Recruitment Info would result in an ‘unexpected error’ message
• A condition whereby cloning visit plan entries, opening one of them and saving, then saving the others would cause them to disappear has been fixed
• When entering new visit plan items into the system, they will no longer default to an ended service contract
• When a system error has occurred, the message no longer asks the user to contact the helpdesk, as the helpdesk is no longer used
• Editing a visit from the Visits tab would fail to update the costs for the visit when adding/removing carers
• Changes made to fix impact of daylight saving time ending
• The system would display the same error message multiple times if a holiday overlapped with a visit time

• No new features were released in this update

CHANGES / ENHANCEMENTS

• Performance enhancements made to Diarisation, Visit Plans and Live Diary
• Performance enhancements made to Visits tab, improving search functionality here
• Clicking ‘Save’ from within a Visit Plan dialog now saves that single entry to the database, as with the Live Diary
• Live Diary now displays a message warning when unsaved changes have been made
• Can now diarise a customer’s visits even if assigned carers have leave during the diarisation period – these visits will now be created unallocated

BUG FIXES

• When downloading an invoice, the name given to the PDF is no longer undefined_invoice
• A browser update was causing some PDFs to be viewable only after pressing ‘Enter’ from the browser’s address bar; the system now automatically downloads the invoice
• The system no longer subtracts one hour from Live Diary entries when they have been dragged to change their start/end time

• ‘Live Diary’ tab (previously ‘Diary’) now has a ‘Timeline’ view, showing customers or carers and their visits; has the option to show unallocated visits as well; can edit visits from here by double clicking a timeline entry.
• Carer Relationship tab added to Rostering section to manage customer/carer relationships
• System will prompt for confirmation when trying to assign a carer with a ‘Poor’ relationship to a customer visit
• System will remove banned carers from visits for the customer from which they are banned, after confirmation from the user
• Banned carers will not display in the list of carer options for visits for customers that they are banned from visiting
• Course Management section added to Admin tab
• You can specify a default set of training requirements for visits, and carers that do not meet these requirements will require confirmation when assigning them to calls; further, individual visits can have additional training requirements applied.
• Ability to enter min/max requested weekly hours per carer has been added to Staff Availability tab; the system will prompt for confirmation when this is exceeded upon assigning the carer to a visit or visit plan

CHANGES / ENHANCEMENTS

• Renamed Rostering->Visits tab to ‘Plan’; Renamed Rostering->Diary tab to ‘Live Diary’
• Can now select only one carer OR customer at a time in the Live Diary (previously ‘Diary’)
• Text in Admin->Preferences info pop-up now correctly explains the function of the switch for the Prevent Carer Visit Overlap option
• Staff Availability now represents time slots for which the carer IS available
• Next Occurring or ‘Due’ date now displayed on staff availability and visit plan entries, clarifying when alternating entries apply
• Staff Availability is displayed as a green coloured underlay from the Live Diary tab, when viewing visits for a carer
• Absences are displayed as editable dark grey entries in the Live Diary
• You can toggle the view in Staff Availability section to display all visit plan entries for the selected carer, and make edits to them
• Staff Availability entries, and Visit Plan entries display a thatched pattern whenever they are an alternating-week cycle type (not 1 week)
• Annual Leave Register renamed to ‘Absence Register’ and moved to Rostering tab
• Can now record customer absences/suspensions
• Absence Register has filter for carer/customer
• Can delete/edit approved/declined leave
• Inactive carers are by default removed from displaying in lists when creating visits, with the option to show them (for the sake of them appearing on past visits)
• A carer who has visited a customer previously will have their reputation with each customer displayed alongside their name in add/edit visit screens
• The system will now prompt for confirmation when assigning a carer to a visit when the customer has a different gender preference than the gender of the carer
• When changing a carer’s transport type, system now gives the option to change on existing visits in the system – removing issues related to incorrect mileage calculations for these particular visits
• Font size increased on customer visit rotas
• Visit entries in the Staff Availability tab are now displayed on top of the availability entries
• Removed requirement for ‘Conducted by’ when entering a Review into the system as this will not always be known in advance
• Diary view now displays Monday – Sunday

BUG FIXES

• • Declined leave requests no longer block visit allocations
  • Can no longer create visits with start time after end time

• Invoices tab in Customer Details section displays all invoices associated with the selected customer
• Customer Group Report lists customers that are associated to the selected group
• Carers can now change their own password
• Documents can be uploaded to individual care plans
• Mileage rates can now be altered by care managers by accessing the ‘Mileage Settings’ tab under the ‘Admin’ tab

CHANGES / ENHANCEMENTS

• Ability to manually add an address. The address needs to include accurate latitude and longitude details, otherwise mileage will not be correct
• ALICE will now remember the number of items to display for each individual tab, based on the user’s previous selection. This will reset to a default value of 10 upon logging out or closing the browser tab
• Invoices can now be searched for by visit number from either the Single Invoices tab, or the Batch Invoices tab
• Financial Report now has optional Travel Time Pay, which when set to a value other than ‘0’ will display travel time pay and deduct the value
  from the Gross Profit. The report functions as it currently does when ‘0’ is entered

BUG FIXES

• Fix to deleting a batch invoice run causing an error and not actually deleting the invoices
• When overriding charge value for a cancelled visit, the value would reset to the original value, and
  not respect the overridden change

• Ability to categorise customers into defined “groups” allowing customer segmentation.
• Ability to manage holiday register for carers which is taken into consideration during carer allocation whilst editing visits.

CHANGES / ENHANCEMENTS

• Display on Overrun Visits Report whether or not the customer was charged for the overrun.
• Show ended service contracts in ‘Edit Visits’ view. Validation to prevent scheduling or diarising visits with ended contracts.
• Display of bank holiday rate on holiday charge / pay rates instead of 0.00
• Ability to export Mars Administerd Export in .xls format
• Payroll totals now appear in 4 decimal precision for greater accuracy.

BUG FIXES

• Side effect column size increased to support recording and display more than 1000 characters.
• Ability to calculate mileage based on a defined motorbike mileage rate.
• Ensure visits with a cancelled visit type cannot be created via the ad-hoc visit feature.

• Team portal that gives group of carers delivering services to a set of customers at one location the ability to collaboratively view visits under a common team account.

CHANGES / ENHANCEMENTS

• Customers can be searched by NHS Customer Reference aka Conni Numbers.
• Mars Administered Report can be downloaded in excel format

BUG FIXES

• Searching of customer/carer notes by “created by” column in search criteria is now resolved.

• No new features were released in this update.

CHANGES / ENHANCEMENTS

• Uploading of mp4 video files now is supported.
• Add ‘Delete’ button to visits tab to facilitate deletion of visits
• Highlight cancelled visits in visit rota report
• Cancelled visits now are displayed with a “Red” background in diary.
• Several performance optimisations for improved user experience

BUG FIXES

• Visits that are “Late Cancellation By Customer” are now included in invoices regardless of where a carer is allocated or not.
• Fixes to Pay Breakdown Report to ensure that bank holiday visits are only counted once

• Customer and Carer names now appear in the details header when viewing information for a specific customer or carer.
• New report added and highlighted with the NEW badge

CHANGES / ENHANCEMENTS

• Performance optimisation leading to significant improvements in response times for all Payroll functions.
• When viewing visit details, the dialog box now shows the name of the customer that is associated to the visit
• Alice records timestamp generated on the server rather than client when recording checkin and checkout times for requests via the carer portal.
• Carer rota’s updated to ‘new’ pdf format
• Logo removed from all reports and replaced with organisation’s name and address for consistency purposes.
• Added ‘Home’ button on the dashboard page giving users the ability to navigate back to the home page.
• Customer name is now displayed when viewing mileage info via view/edit
• Where specified NHS reference is also displayed along-with customer name on all detailed format invoices.
• Payroll History displays payroll runs ordered by recent payroll run date.

BUG FIXES

• Asthetic improvements to ensure consistent look and feel when navigating between payroll summary and payroll detail pages.
• Fix to error that was ocurring when creating adhoc visit with “late cancellation” call type.
• Fix to address duplication of funders when adding a credit note

NEW FEATURES

• Ability to manage alice system preferences that can be found under admin –> preferences.
• Customer photos feature: Upload customer images which are also viewable to carers via the carer portal
• New reports published highlighted with the NEW badge
• ‘Add All’ button added to single invoice payments to faster visit selection.
• New “Route Info” tab that shows stats for a specific carer route including carers planned movements plotted on a map.
• Second reference info in “recruitment info” dialog is now optional.

CHANGES / ENHANCEMENTS

• Change Incidents from versioning to keeping only one record
• Display two new columns invoiced and payrolled when viewing carer and customer visits. Visit editing is disabled if the visit is invoiced and payrolled.
• Customer name now appears in the dialog title when viewing visit details.
• Payroll functions optimised for quick response times.

BUG FIXES

• Fixed hidden error that was ocurring when adding new care manager / supervisor where email format is invalid.
• When adding a carer to a visit beyond the first in Rostering > > Visits > Select customer, if the number of carers is set to a number less than the number of carers added, the additional carers appear in the financials information, though they are not saved to the visit. Fixed.
• ‘Add Invoice’ for single invoices was taking a long time to query after filling in reference, dates, and tariff.
• Saving ‘Pay Rates’ confirmation dialog was inconsistent with ‘Holiday Rates’ and ‘Charge Rates’.
• Visit Mileage Customer filter not working (both filtering and clearing). Fixed.
• ‘View PDF’ buttons are inconsistent in ‘single invoices’ vs ‘batch invoices’ sections. Fixed.
• ‘Search’ button in Financials > Payroll was displaying as a link, not a button
• ‘Back’ buttons styled in some sections
• The ‘View/Edit’ button for batch invoice runs should say ‘View’ or ‘View/Delete’ as no editing is possible
• Edit Organisation Information ‘Find Address’ button was breaching modal border
• Add Invoice ‘Template’ in single invoices should read ‘Tariff’ for drop-down menu

NEW FEATURES

• No new features were released in this update.

CHANGES / ENHANCEMENTS

• Pagination and Single call improvements enhancing system scalibility.
• Web servers optimised with increased worker threads.

BUG FIXES

• No bug fixes were released in this update.

NEW FEATURES

• Ablity to download reports in csv/xls format.
• Ability to add Ad-Hoc visits available via Customer –> Visits, Carer –> Visits and Rostering –> Diary pages.
• Ability to edit visits when viewing completing notes for customers and carers.

CHANGES / ENHANCEMENTS

• Performance improvements by enhancing the caching framework.
• Replace existing address search feature with powerful post code lookup feature for accurate address and geo data retrieval when adding customers, carers and personal contacts.

BUG FIXES

• Enhancements to Payments feature for performance purposes.

NEW FEATURES

• New reports added on to the “reports” page highlighted as “NEW”.
• Alice now displays slider notifications that appear in the bottom right highlighting important alerts/notifications.

CHANGES / ENHANCEMENTS

• Performance improvements by enhancing the caching framework.

BUG FIXES

• Fix to address the issue where reports were not being loaded in certain IE browsers.
• Fix to address the “null” display issue in interviewer lists when adding recruitment info.
• Fix to address the customer name “null” display issue when adding Invoice Payment.
• Fix to address error that was occurring when a duplicate Mars Dose Type, frequency type is added.

NEW FEATURES

• Alice now supports viewing and editing mileage logs associated to carer(s).

CHANGES / ENHANCEMENTS

• Minor asthetic improvements relating to tab icons.
• Improvements to ensure duplicate http requests are not fired which were in some cases resulting in duplicate carers mapped to visits.

BUG FIXES

• No bug fixes were released in this update.

NEW FEATURES

• Alice now supports uploading of .eml files.
• New reports added on to the “reports” page highlighted as “NEW”.

CHANGES / ENHANCEMENTS

• New Tariffs now can be created without the intervension of the Alice support team.
• Additional checks in place to ensure duplicate carer visits are not included in the payroll process ensuring carers are not paid twice for the same visit.
• Support for “special” charge and pay rates to be defined for “specific” bank holidays.
• In cases where visits overlap multiple service bands alice now uses overlap rules that dictate what charge or pay should be for the visit in question.
• Show Carers button that appears against each visit record when clicked also displays “checked in/checked out” status.

BUG FIXES

• Removal of duplicate payroll visit records that are displayed in cases where multiple payroll runs were executed.
• Addresses issue where emails were not sent when alice users requested assistane via the “Forgot Password” or “Reset Username” or “Reset Password” feature.

NEW FEATURES

• New reports added on to the “reports” page highlighted as “NEW”.
• Block pay rates supported defined at Call Type level.

CHANGES / ENHANCEMENTS

• Improved caching to boost general performance.
• Charge structures can now be defined to be time sensitive.
• Creation of new tariffs uses default service bands

BUG FIXES

• No bug fixes were released in this update.

NEW FEATURES

• New reports added on to the “reports” page highlighted as “NEW”.

CHANGES / ENHANCEMENTS

• Special characters are now supported when adding notes.

BUG FIXES

• Fix to “null” issue in the Conducted By list when adding customer reviews.
• Fix to “null” issue in the Conducted By list when adding customer supervisions.
• Hours worked report updated to display accurate hours worked info.

NEW FEATURES

• Integrated reporting feature now released with new reports added in the next upcoming releases.

CHANGES / ENHANCEMENTS

• Widgets showing stats in the dashboard have been further optimised for performance reasons.

BUG FIXES

• Fix to the carer filter issue in the diary.
• Carer’s rota download issue has been fixed and changed to be consistent with customer rota feature

NEW FEATURES

• No new features were released.

CHANGES / ENHANCEMENTS

• Additional validation checks to ensure unallocated visits cannot be invoiced.
• Improved care and customer visit layouts allowing viewing of visit reports for all visit associated carers in one place.
• Additional username checks now in place in care manager and supervisor account creation.
• Customer visit lists now shows unallocated visits as well.
• Performance improvements relating to caching engine.

BUG FIXES

• Fix to the overrun filter in customer and carer visits page.

NEW FEATURES

• Advanced Carer Search – gives care managers and coordinators the ability to see a list of carers that have previously visited or see a list of carers based on the distance from there home address to the customer address. Information relating to “call clash” status is also displaying informing care managers and coordinators where the carer is available to service the customer or not.

CHANGES / ENHANCEMENTS

• Visits associated to a specific customer can now be seen under the “Visits” tab when viewing details of the customer.
• Carers can now view customers previous visit notes for the last 10 visits via the carer portal. This has been changed from displaying the last 24 hour to last 10 visits.
• Speed improvements to carer diaries in rostering.
• Additional validations in place to ensure visits cannot be over-allocated.

BUG FIXES

• Fix to the issue with visit rota pdf not downloading.
• Fix to the issue with Alice not displaying correctly on certain iOS platforms.

NEW FEATURES

• “CareManager” role users can now manage existing pay rates associated to their organisation account for each worker type.
• “CareManager” role users can now define “special” pay rates if visit is on a “specific” public/bank holiday.
• Support for block charging and tariffs

CHANGES / ENHANCEMENTS

• Additional validation checks to detect clashing calls ensuring carers cannot be in two places at the same time.
• Minor aesthetic improvements to ensure responsive support on smart devices.
• Minor performance level improvements to dashboards

BUG FIXES

• Fix to error that was occuring when Mars records where being updated.
• Fix to pay not being calculated on certain “Late Cancellation By Customer” visits.

NEW FEATURES

• Alice users can now submit feedback to Agile Link about their experience of Alice.
• “CareManager” role users can now manage existing tariffs associated to their organisation account.

CHANGES / ENHANCEMENTS

• Minor aesthetic improvements to ensure cross browser compatibility.
• Minor performance level improvements to dashboards

BUG FIXES

• No bug fixes were released.