Patch Notes 3.142

04/24/2025

This release includes enhancements and bug fixes.

Enhancements

● (IR-18031) The Support Coordinator's "Due-List" now includes an "Add Referral Confirmation Details" line item 6 weeks after the submission of a referral, if the referral details have not been provided or an F3 form has not been submitted

● (IR-18187) When a referral submission is added to the "DVRS/CBVI Documentation" tile, iRecord sends an email to the participant, legal guardian and support coordinator

● (IR-18211) "DVRS/CBVI Documentation" tile details are required to proceed with an update to the plan status; "Change Plan Status" litmus is red when "DVRS/CBVI Documentation" displays "No Information Available"

● (IR-18179) "New Employment History" and "Edit Employment History" pop-ups display a message notifying that the amount entered does not meet the current NJ minimum wage, when the selection is for the current employment with the wages entered per hour below the current NJ minimum wage

● (IR-18232) "Print" is unavailable for "Preference" on "Search" when the results of the selected preference display more than 8 columns, which is the maximum permitted on the tile

● (IR-18012) The "Save" button will be unavailable, by default, for "SC Agency Assignment" from "Management"

● (IR-18201) Provider Management: "Support Coordination Agency List" report has been updated to list the agencies in the alphabetic order, and other cosmetic updates

Fixes

● (IR-18227) The user was able to submit a "Seeking Out Support" form without completing the required details
Resolves an issue to edit and submit a "Seeking Out Support" form without providing all the required details

● (IR-18208) There was a discrepancy between "Displayed on NJISP" ("Legal Guardian" on "Contact Attributes") and the check box for NJISP on "Edit Legal Guardian"
"Edit Legal Guardian" displays the NJISP status for a contact as shown on "Contact Attributes"

● (IR-18014) There were multiple issues observed with the NJISP check box for the "Medical Practitioner" tile, such as displaying a medical practitioner on the NJISP report not selected
The NJISP report displays the medical practitioners with the NJISP check box selected, and also resolves refresh issues (the check box was displaying the selection from a previous entry)

● (IR-18082) The "Phone #" field on "New Medical Practitioner" was highlighted even after the detail was entered
Resolves an issue to clear the highlight for the field when a phone number has been entered

● (IR-18164) A preference for an SC Agency cleared the check box for "Do not reassign if preferred agency(ies) is not available" when multiple participants are selected for SC Agency Assignment
Resolves an issue to retain the selection for "Do not reassign if preferred agency(ies) is not available" check box with a preferred primary SC Agency

● (IR-18209) "Review Pharmacy Info" and "Review Hospital Info" displayed a disabled "Save" button, when no information was updated
Resolves an issue to review and save the entered information for a hospital or a pharmacy

● (IR-18090) Provider Management: The "Save" button was unavailable on "Edit Hours of Operation" after all entries were deleted
Resolves an issue to save after clearing the all the entries on "Edit Hours of Operation" pop-up

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-13967) On the "Document Review" tile, the actual file name will be displayed when downloading the assessment file but the document within the "Review Assessment" pop-up does not show the file name for the previous version of assessments

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.141

04/01/2025

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-18088) "Legal/Criminal Information" tile on "Safety & Supports"

Enhancements

● (Enhancement on 03/13/2025) (IR-18119) The template of "Reach Letter" for "Waiver Waitlist Management" was updated to reflect the change in the staff's title

● (IR-18007) "DVRS/CBVI Documentation" tile, which is an update of "DVRS Decision"

● (IR-18069) "Participant Visit" on "Annual Reports" includes a new field that displays the guardian (or caseworker) assigned to a participant at the time; the tile will also not permit a "Visit Date" that was previously entered

● (IR-17962) Provider Search: The following services have been removed from the "Search" list:

• Environmental Modification

• Goods and Services

• Vehicle Modification

Fixes

● (Fix on 03/28/2025) (IR-18176) The Amended NJISP Report" was displaying duplicates of certain entries, such as in "Health & Nutrition"
Resolved an issue of duplicate entries due to multiple reviews of the "Amended NJISP Report"

● (IR-18094) "Resubmitted" was not being displayed in the "Due-List" of a WAC for a plan that required a review from the SC Agency
"Due-List" of the appropriate WAC indicates this and the number of times that the plan was resubmitted for "State Review"

● (IR-17758) A user assigned with the SC HelpDesk duty was unable to navigate from the "Email Validation" due-list line item
Resolves an issue with the email validation due-list for the appropriate user

● (IR-18140) The "Effective Date" field on "Request to Add Participant to Waiver Waitlist" (from "Waiver and Medicaid History") had the option of entering an invalid date after selecting a date from the calendar controls
Resolves an issue of entering a date for this field

● (IR-18081) "Health" on "Annual Reports" was not displaying "No Information Available" for a blank tile
Resolves an issue to display the aforementioned text when there are no health details provided on the tile

● (IR-18017) Provider Management: There was a mismatch between the information on "Participants Served" and the "Participants Served Report" due to the report also displaying participants that have their services ended
"Participants Served" and the report display participants with current services

Known Issues

● (IR-18164) A preference for an SC Agency clears the check box for "Do not reassign if preferred agency(ies) is not available" when multiple participants are selected for SC Agency Assignment

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.140

03/11/2025

This release includes new features, enhancements and bug fixes.

New Features

● (IR-17986) "Substance Use" tile on the "Health & Nutrition" tab
For more information, refer to iRecord User Guide > Participant Record > Demographics > Health & Nutrition > Substance Use

● (IR-17990) Provider Management: "SC Conflict Free Counties Approved" tile

● (IR-17992) Provider Management: "Support Coordination Agency List" report

Enhancements

● (IR-17965) "Mobility/Adaptive Equipment" now includes a few more options for "Type of Need"

● (IR-18015) "Amended NJISP" report highlights the updates through the report

● (IR-17982) "Emergency and Other Resources" information is now available on the NJISP, within the "Emergency Contacts" section

● (IR-18049) For "Agency Assignment" of one or more participants, "Auto Assign Agency" check box disables the preference selections (language excluded) and "Do not reassign if preferred agency(ies) is not available" check box

● (IR-18058) "Do not reassign if preferred agency(ies) is not available" check box is selected and disabled when the preferred agency selection is "DDD CCR/POC" for "Agency Assignment"

● (IR-18048) "Preferred Language" selection can be made before or after the selection of the preferred agencies and a message is displayed if the agencies do not accommodate the language

● (IR-18072) For SC Agency Assignment of multiple participants, the "POC" check box will not be displayed and the process will not go through if one or more of those participants are in POC or CCR criteria

● (IR-18055) "SC Agency Assignment Validations" for "Agency Assignment" of one or more participants now does not display "Full Name" and "Current Agency"

● (IR-17994) Provider Management: On addition of a provider, "Provider Contact Email" is copied to "Email" for "Agency Contact"

● (IR-17991) Provider Management: The tile "SC Counties Served" has been renamed to "SC Counties Currently Open"

Fixes

● (IR-18053) "Assign to Agency" on "Agency Assignment" page was unavailable when selecting participants across the pages
The option to select participants from multiple pages and then select the "Assign to Agency" button is now available

● (IR-18054) "SC Agency Assignment Validations" for "Agency Assignment" displayed the results of the previous selection, when not saved for agency assignment
Resolves an issue of displaying a previous selection with "Validate Eligibility for Assignment"

● (IR-17943) There were other minor issues for "Agency Assignment" feature, such as entering the same agency for primary and secondary, and cosmetic
Resolves the known issues for this feature

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.139

01/27/2025

This release includes enhancements and bug fixes.

Enhancements

● (IR-17973) iRecord updates "Elopement" to "Elopement/Walkaway" for the "Type of Need" with "Behavior/Sensory Needs"

● (IR-17936) "Assignment Form Completed Date" field included with "SC Agency Assignment" of multiple participants

Fixes

● (IR-17981) "Do not reassign if preferred agency(ies) is not available" check box is unavailable when the secondary SC agency preference is not provided for "SC Agency Assignment"
Resolves an issue to have the aforementioned check box available after providing a preference for primary SC agency on "SC Agency Assignment" through the "Management" menu

● (IR-17935) "About iRecord" tile was not updated to reflect the new year and the "Recent Patch Notes" link was unavailable
"About iRecord" details are now current and the link issue has been resolved

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.138

12/31/2024

This release includes enhancements and bug fixes.

Enhancements

● (IR-17846) Display "Red Litmus" on ‘"Change Plan Status" tile when "Employment History" information has not been verified less than 30 days

● (IR-17897) "Verified" check box on "Employment History" pop up shall only be displayed when the participant has a current Employment

● (IR-17535) Users assigned to the SC Agency assignment and SC Agency Re-Assignment duties can navigate the "SC Agency Assignment" process from the management sprocket. Users with these assigned duties can perform the initial agency assignment as well as any number of agency reassignments

Fixes

● (IR-17807) There was an issue observed where the residential address does not have an address line 2 or deleted by the user, the "Amended NJISP" report picks up the address line 2, when entered, from the mailing address
Resolves an issue to display residential address only

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.137

12/09/2024

This release includes enhancements and bug fixes.

Enhancements

● (IR-17845) "Verified" check box available for "Employment History" details

● (IR-17847) The "Average" per "Time Frame" for "Career & Unpaid Experiences" has been updated to limit the number of hours for the appropriate "Time Frame" selection; hours exceeding the limit displays an error message when the details are being saved

● (IR-17844) "Residential Address" tile litmus display red for an unverified current address and no historic address(es) with or without a prospective address having a "Residing From" date in the past
"Residential Address" tile litmus displays yellow for a verified address and no historic address(es) with or without an updated prospective address

Fixes

● (IR-17668) "Null" was being displayed below a provider's location on a service in certain instances and at this time, the Service Detail Report (SDR) could not be printed
Print SDR and "null" being displayed for location of a service has been resolved

● (IR-17867) There was an issue observed where the "Urgent" check box was displayed when the plan was in "Review" status and then selecting and closing the pop-up prevented a plan status change to "Revision"
Resolves an issue to display the "Urgent" check box in the "Review" status

● (IR-17869) Adding a "Medical Practitioner" other than the "Primary Care Physician" was not enabling the Amended NJISP Report
The addition of a medical practitioner will now trigger the option to view the Amended NJISP Report

● (IR-17871) Adding a "Proxy Decision Maker" was not enabling the Amended NJISP Report; updates to "Emergency Backup Plan" was not being reflected on the Amended NJISP Report
The Amended NJISP Report triggers with the update of the "Proxy Decision Maker" contact and also reflects these and other changes to the "Emergency Backup Plan"

● (IR-17849) The "Notes" shown with the selection of "None" for "Mobility/Adaptive Equipment" on the pop-up is not being cleared with the change of the selection for "Type of Need"
Resolves an issue to clear the notes with the change of the selection for "Type of Need" on "New Mobility/Adaptive Equipment"

● (IR-17850) On the "Waiver Waitlist Management" page, "Closed" displayed the "Add Participant to Waiver Waitlist" button
The button is not displayed with "Closed"

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.136

11/18/2024

This release includes enhancements and bug fixes.

Enhancements

● (IR-17704) "Urgent" check box available when a user updates a plan status from "Review" to "State Review" on "Change Plan Status" for an SC Agency without "Self Approval"

● (IR-17705) "Action Required" column on the "Due-List" shows "Urgent" and displays in a red font for a line item tagged as "Urgent"

● (IR-17706) "Event-Load Management" displays "Urgent" with a red font in the "Event Status" column for an event tagged as "Urgent"

● (IR-17472) "Amended NJISP Report" highlights the details updated on the first page and the respective headers on the remaining pages

● (IR-17808) The "Participant" tile has been updated to accommodate more characters for the display of the name of the participant, before showing the ellipsis

Fixes

● (IR-17817) The "Residential Address" tile was not displaying the litmus, which indicates the address-related status of the participant
Resolves an issue to display the litmus and view the appropriate status for "Residential Address"

● (IR-17810) Entering "None" for "Self-Care" (on "Health & Nutrition") did not display the default note "No Reported Self-Care Needs", which required the user to enter a mandatory note
A note is not mandatory when a user selects "None" for "Self-Care"

● (IR-17807) Provider Search: There was an issue observed where all of the searchable locations of a provider were not being shown with a "Provider Search"
Resolves an issue to view all searchable and currently available locations of a provider, when a user enters the appropriate search criteria

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.135

10/24/2024

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 10/05/2024) FY 2025 Rate Change effective October 1, 2024
For more information, refer to iRecord User Guide > Participant Record > Plans > Rate Change

● (IR-17701) "Self Administer" replaces "Self Medicate" and "Self Medication", which is shown for the "Medication(s)" tile, on iRecord

● (IR-17681) On the "Event-Load Management" page, "Plan ID" has been introduced as a column for the events

● (IR-17697) New line items on the due-list (and corresponding alerts) for the Bureau of Guardianship Services (BGS):

• Guardian receives a due-list line item when the Supervisor changes the status of an "Annual Report" from "Review" to "Revision"

• Guardian receives a due-list line item to send Summary and Recommendation letter on approval of the Annual Report

● (IR-17651) A signature line for the participant's guardian is now shown on the printed "Annual Report"

● (IR-17757) The signature line for the reports on "Annual Reports" displays the participant's guardianship specialist, who initiated the version of the annual report

● (IR-17652 & IR-17653) "View All Records" feature is now available for "BGS Records"

● (IR-17642) Provider Management: "Provider Description" has been updated to enter a maximum of 600 characters; the field is displayed on "Provider Details", which appears when adding a Provider

● (IR-17670 & IR-17582) Provider Search: "Search" and "Agency Information Report" makes a distinction between the service Respite and Respite - Camp

Fixes

● (Fix on 09/18/2024) (IR-17501) A plan status change to SR1 was being assigned to the SWAC, when the same plan was previously in SR1 and assigned to a WAC
Resolves an issue of the plan being assigned to the SWAC when a WAC is available for the SC Agency, and a plan previously assigned to a WAC will be reviewed by the same WAC user, when available

● (IR-17660) On the "DVRS Decision" tile, uploading a "Referral Form" and selecting an existing contact, when someone else filled out the form, did not display the "Relationship" and "Phone Number"
Resolves an issue of displaying the additional details with the selection of an existing contact for the referral form

● (IR-17631) There was an issue observed for certain participants on the "Health" tile of "Annual Reports", which was not displaying the appropriate details from "Medication(s)" and "Allergies"
"Health" tile now displays the aforementioned details for these participants

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.134

09/10/2024

This release includes enhancements and bug fixes.

Enhancements

● (IR-17516) Upload of an "F3 Form" or "Referral Form" (from the "DVRS Decision" tile) requires the user to enter additional details

● (IR-17574) Review Assessment and Review PCPT options, from the "Document Review" tile, are now available on mobile devices (previously, the user was unable to view/ select the check box for confirming that the document had been reviewed)

● (IR-15764) For participants with a "Reach Letter" on the "Waiver Waitlist Management" grid, the "Action" column now includes the "View Reach Letter History" option

● (IR-15766) The tooltip for the litmus on the "Waiver Waitlist History" section of "Waiver and Medicaid History" displays the details (projected rank/ reach letter date) for a participant who had been Reached and Closed and then added back (with the appropriate eligibility)

● (IR-17592) A user assigned with the "Verify Death Report Manager" duty has the options available for the "Death Report Confirmed?" field on the "Death Report" tile

● (IR-17491 & IR-17492) Provider Management: The description for Provider and Location is restricted to 600 characters

● (IR-17624) Provider Search: Cosmetic update for "Description" on the "Agency Information Report"

● (IR-17581) Provider Search: "Respite - Camp" is listed in "Services" column in search results for locations providing Respite Camp; also, "Respite Camp" can be entered as a keyword in "Name, Service" field to search for locations which have Respite Camp (and not Respite) as a service

Fixes

● (IR-17531) For certain overlapping services, "View PA Info" was unavailable and, also, the user was unable to "Print" the "Service Detail Report"
Resolves an issue to view the "Service Detail Report" or PA details of a service with an overlap

● (IR-17571) "Change Plan Status" litmus indicator displayed the message to add an employment related outcome for a participant on a retirement plan, when a new plan had been generated by changing the status from retired to not retired
Resolves an issue that required an employment related outcome for a retirement plan in the aforementioned case

● (IR-17276) The due-list line item was not being removed for an SC after resending email validation
Resolves an issue with the due-list line item continuing to remain for the SC after performing the action of resending email validation

● (IR-17550) The user name is not being populated, when entering, for "Clone Duty" on the "User Duty Management" page
Resolves an issue to populate the fields appropriately for "Clone Duty"

● (IR-17603) Provider Management: Unable to upload a document to more than one location
Resolves an issue to upload documents to multiple locations

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.133

08/19/2024

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 08/10/2024) (IR-17586) FY 2025 Rate Change effective July 17, 2024
For more information, refer to iRecord User Guide > Participant Record > Plans > Rate Change

● (Enhancement on 08/11/2024) (IR-17589) A plan version reviewed by a WAC user is reassigned to the same user, if the plan version is required to be reviewed again; in the case of the WAC user being unavailable, the plan version is then assigned to another WAC user for that SC Agency

● (IR-17546) View a new DDD logo on iRecord

● (IR-17552) The format for the display of the "Recommended Address" with the entry of an address in iRecord has been updated

● (IR-17579) The ZIP code follows the State (without a comma), when displayed on iRecord

● (IR-17522) Provider Management: When a provider has been saved without entering "Description" details, "Use Provider Description" check box is not selected on "Location Description"

Fixes

● (IR-17023) The user was unable to select a year for the "Monitoring Tool", when on a mobile device
Resolves an issue to select an option from a drop-down through iRecord on mobile devices

● (IR-17022) The "Waiver and Medicaid History" pop-up appears on the top right of a mobile device
The "Waiver and Medicaid History" pop-up appears center-aligned, irrespective of device type

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.132

07/10/2024

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-17387) Provider Management: "Provider Performance Monitoring Unit" duty

Enhancements

● (Enhancement on 06/28/2024) (IR-17519) The "Request for Payment" form available for the appropriate service through the "Timesheet/Voucher" option has been updated

● (IR-17484) The layout for the "Authorizations & Signatures" section of the NJISP has been updated

● (IR-17518) The "Draft" watermark is not displayed on the NJISP sent for e-sign

● (IR-17501) A plan status change to RV from SR1 by a WAC reassigns the plan to the same WAC when the status of the plan changes back to SR1

● (IR-17529) "Preference" on the "Search" tile will now add the default preferences for the appropriate BGS-related duties in due time (1 day), when a user does not have any saved preferences

● (IR-17460) The "End Date" on "Remove Participant from Waiver Waitlist" is not available before the "Reach Letter Date" and if unapplicable, not available before the latest "Rank Letter Date"; "Effective Date" on "Add Participant to Waiver Waitlist" for a participant removed or closed previously is not available before that "End Date"

● (IR-17561) Participants on "Waiver Waitlist Management" who have been reached and closed and then added under the "Priority" type displays a "Projected Rank" and available on both "Rank Letter Participants" and "Reach Letter Participants"

● (IR-17482) Provider Management: The "Capacity" field for the "Support Coordination" service has been limited to 9999

● (IR-17523) Provider Management: For a provider or a location that is currently providing services to one or more participants, entering the "End Date" field on "Information" or "Location Information" before the end date of the service to a participant displays the message "The provider or location is associated to a service in an approved plan. Are you sure you want to make the provider/location inactive?"

● (IR-17393) Provider Search: The layout for the text of "Description" on the "Agency Information Report" has been updated to display the paragraph in a continuous format with a maximum limit of 575 characters

Fixes

● (IR-17239) "Vaccination History" tile appeared blank for a participant, who did not have any vaccination history available
Resolves an issue to display "No Information Available" on the "Vaccination History" tile, when a participant's vaccination details are unavailable

● (IR-17526) The user was unable to add and save the details for the "A.K.A." field on the "Name" tile of a participant
Resolves an issue to update the "A.K.A." field without making any other changes on the "Name" tile

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.131

06/13/2024

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 06/03/2024) (IR-17140) "Change Plan Status" tile displays a red litmus for each plan term (macro plan) when the residential address of the participant has not been verified within the last 30 days; tooltip for the red litmus displays the message "Residential Address must be verified within the last 30 days"

● (Enhancement on 06/12/2024) (IR-17479) The template of the "Rank Letter" for "Waiver Waitlist Management" has been updated

● (IR-17461) For a participant who has one or more legal guardians, "Select Signer(s) for E-sign" on "Plan Signature" requires the selection of a legal guardian

● (IR-17351) "Send Plan" tile displays a warning icon (tooltip: "The demographic info of the participant has been changed") on the tile with the availability of an "Amended NJISP Report" for the plan; the tooltip, when applicable, also displays the most recent date that the Amended NJISP report was sent to a provider

● (IR-17441) "Replace Doc" option for "Mental Health Pre-screening" Type on the "Documents" grid is now available for SCS, WAC and SWAC roles

● (IR-17443) "View Rank Level History" is available from "Action" for the appropriate participants on the "Waiver Waitlist Management" grid

● (IR-17375) Provider Management: It is required to select a County with the addition of a Support Coordination service for a Provider

● (IR-17423) Provider Management: The alignment of "Add Services to Locations" and "Edit Services to Locations" have been updated to display the pop-ups, when extended, toward the center of the page

Fixes

● (IR-16622) "Request New User" on the"Support Coordination" Management page was unavailable for a user with an existing account (inactive) on iRecord
Resolves an issue to add a new user with an SC Agency, when previously not with them

● (IR-17442) When a record was deleted from a tile on the "Annual Reports" page, it was not being reflected on the tile until the page had been refreshed
The tile is now refreshed on deletion of a record

● (IR-17410) "Allergy" sub-header is being displayed on the printed "Annual Report" without an entry for "Allergies" on the "Health" tile
The sub-header "Allergy" will not be displayed when there are no entries for "Allergies" on "Health"

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.130

05/22/2024

This release includes enhancements and bug fixes.

Enhancements

● (IR-17390) The signed version of the NJISP, uploaded or e-signed on "Plan Signature" tile, is now sent on plan approval to the appropriate recipients

● (IR-17370) "Participant Statement of Rights and Responsibilities" section within the NJISP is displayed on the plan version generated by SC Agency Reassignment

● (IR-17381) The email is sent from the user (iRecord, previously) submitting the"Seeking Out Support" form to the SC HelpDesk

● (IR-17380) "Seeking Out Support" form includes a system generated note with the detail provided for "What is the reason for the SOS?" field, when the form has been submitted; "Notes" page includes the note under a new category, "Seeking Out Support"

● (IR-17372) Provider Management: When "Support Coordination" is added through "Add" Services for an admin location, the user must select a county before it can be saved; "Edit" Services for the same case requires at least one county for saving

● (IR-17373) Provider Management: "English" is displayed as the default language on "SC More Info" tile

Fixes

● (IR-17398) "Add Current Address" update was not being reflected for "County" on the "Participant" tile
Resolves an issue to view an update for "County" on the "Participant" tile when a new address has been provided through"Add Current Address" for "Residential Address"

● (IR-17176) There was a mismatch in the number of participants assigned to an SC Agency between "Caseload Management" on the "Support Coordination Management" page and the county map available from the "Support Coordination" tile
Resolves an issue to view the same number of participants assigned to an SC Agency on "Caseload Management", "SC Agency" pop-up ("Support Coordination" tile) and "Search"

● (IR-17128) There was an issue observed where the NJISP of a participant disenrolled displays blank
Resolves an issue of the NJISP not displaying the details for a participant who was disenrolled from a waiver program

● (IR-17400) Auto-Approval of an "Annual Report" in the "Revision" status did not check whether details were provided on the "Health" tile
Resolves an issue of auto approval when mandatory information has not been provided for approval of the report

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.129

05/01/2024

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-16379) Provider Management: "Documents" page for Provider
For more information, refer to "Provider Management - Documents" training document

Enhancements

● (IR-17330 & IR-17331) "Add Current Address" available on the menu of the "Residential Address" tile for a participant, whose address details are provided and not in "Closed" or "Deceased" status

● (IR-17339) "Add Prospective Address" on the "Residential Address" tile is not available when the "DDD Status" is "Closed" or "Deceased"

● (IR-17228 & IR-17289) "Forms" tile and the "Seeking Out Support" form has been enhanced to include a layout for viewing on mobile devices

● (IR-17202 & IR-17336) "Verified" check box available for the "Pathway Assessment" details

● (IR-17337) "Verified" check box is now available when entering "Voting" details for the first time; this was only available on "Edit Voting" previously

● (IR-17338) "Verified" check box displayed on "New Emergency Backup Plan" to allow for verification with the initial entry of the details

● (IR-16829) "Add Notes" now includes a "Group" field, which is also reflected in the "Filter" and "Export in CSV"

● (IR-17286) "Residential Address" tile displays a yellow litmus when "Residing From" for "Prospective" address is in the past

● (IR-17275) Selecting "No" for "Has the SC discussed the situation with the SCS?" on "Seeking Out Support" form displays a "Notes" box, and the details are required

● (IR-17201) "Verified" check box available for the "Voting" details

● (IR-17204) "Verified" check box available for the "Emergency Backup Plan" details

● (IR-17110) Provider Search: "Provider Search" displays, by default, the admin location before the service delivery sites for the search results, when filtered by "County Served"

Fixes

● (IR-17354) For a participant who was previously in the Supports Program, moving to MLTSS and then back was allowed to approve a plan before the end date
Resolves an issue of a participant on a different waiver type, who was previously in the waiver program, being able to approve a plan before the end date of the type

● (IR-17355) "Guardianship Details" were not being displayed for a participant, who has contacts with "Legal Guardian" status, on the "Seeking Out Support" form
"Seeking Out Support" form displays the "Legal Guardian" contacts and their details within the appropriate section

● (IR-17323) There was an issue observed where "Death Report" was available for users assigned with certain duties
"Death Report" is only available for the assigned users, such as SC and user assigned with the appropriate duty

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.128

04/10/2024

This release includes new features, enhancements and bug fixes.

New Features

● (IR-17158) E-sign for "Enroll"
For more information, refer to "E-sign Enrollment Document" training document

● (IR-16888) "User Access Request" page on "Management"

Enhancements

● (Enhancement on 03/21/2024) (IR-17238) The "Residential Address" tile litmus does not display a tooltip for historic address verification when the option for the address is unavailable

● (Enhancement on 03/21/2024) (IR-11937) "Due-List" on Dashboard for a user assigned with BGS duty or BGS Supervisor duty

● (Enhancement on 03/21/2024) (IR-11938) "Alerts" on Dashboard for a user assigned with BGS Supervisor duty or BGS Chief duty

● (IR-16829) "Add Notes" now includes a "Group" field, which is also reflected in the "Filter" and "Export in CSV"

● (IR-17286) "Residential Address" tile displays a yellow litmus when "Residing From" for "Prospective" address is in the past

● (IR-17275) Selecting "No" for "Has the SC discussed the situation with the SCS?" on "Seeking Out Support" form displays a "Notes" box, and the details are required

● (IR-17201) "Verified" check box available for the "Voting" details

● (IR-17204) "Verified" check box available for the "Emergency Backup Plan" details

● (IR-17210) "Monitoring Tool" replaces any reference to "Monthly Contact" on "Documents" and "Notes"

● (IR-17236 & IR-17237) "Emergency Backup Plan" pop-ups display the appropriate header for new or updated details

● (IR-17203) "Edit Emergency Backup Plan" pop-up displays the notes entered previously

● (IR-17324) "Cancel" button available when a user edits "Title" or "Suffix" fields on the "Name" tile of a participant or a contact

● (IR-17224) Provider Management: "Export in CSV" available for the "Locations" tile

● (IR-17187) Provider Management: "Contact Type" field for "Contacts" now includes "After-After Hours" selection

Fixes

● (Fix on 03/04/2024) (IR-17240) Unable to change plans to Revision from certain plan statuses, when a "Mental Health Pre-Screening" document was not uploaded
Resolves an issue of not allowing a change of plan status to Revision from another status (besides Approved) after the introduction of the feature

● (Fix on 03/21/2024) (IR-17077) The NJISP was not displaying the signature page for some participants due to notes being entered on certain tiles
This issue has been resolved

● (Fix on 03/21/2024) (IR-17067) The "Distribution" section of the SDR was misaligned and not displayed on a single page
View "Distribution" details on a single page of the SDR

● (IR-17135) "Eval Cost" field on "New Evaluation Request" for "Evaluations" was unavailable with an entry
Resolves an issue to update the "Eval Cost" field

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.127

02/29/2024

This release includes new features, enhancements and bug fixes.

New Features

● (IR-16941) Forms - Seeking Out Support
For more information, refer to "Seeking Out Support" training document

● (IR-16975) Mental Health Pre-Screening
For more information, refer to "Mental Health Pre-Screening" training document

● (IR-17043) BGS Records
For more information, refer to "BGS Records" training document

Enhancements

● (IR-17139 & IR-17141 & IR-17142) "Address Verified" check box is now available for the addresses entered on the "Residential Address" tile, when the appropriate user edits the address

● (IR-17143) "Residential Address" tile now displays a litmus indicator based on the following:

– Red: Current address has not been verified

– Yellow: Historic address(es) has not been verified or there is a date gap between addresses in Residential Address History

– Green: Address(es) verified with no gaps in Residential Address History

● (IR-17144) "Residential Address History" pop-up displays a red, green or yellow asterisk in the address column based on the following:

– Red: Unverified current address

– Yellow: Unverified historic address

– Green: Verified address

● (IR-17194 & IR-17138) "Delete Address" available for the prospective address or historic address now includes a "Notes" field

● (IR-17121) A participant on a Retirement plan must select "Unemployed - Not Pursuing" on the "Pathway Assessment" tile to move forward with plan approval; if not updated, "Change Plan Status" tile litmus indicator displays red with the message, "Review Assessment and confirm it is Unemployed - Not Pursuing"

● (IR-16901) "Employment-related Outcome" check box (Add Outcome) is not displayed for a participant on a Retirement plan

● (IR-17107) "Participant Statement of Rights and Responsibilities" has been added to the NJISP of a plan at the start of a plan term (macro plan)

● (IR-17108) It is not required to upload a "Rights and Responsibilities" document for plan approval; the document is also not sent (email attachment) to the provider at plan approval, when uploaded

● (IR-17179) "Monthly Contact" has been updated to "Monitoring Tool" on iRecord

● (IR-17146 & IR-17147) When a document has been uploaded (new or replaced) for the "Monitoring Tool" (previously, "Monthly Contact"), "SCS Review Completed" is an option for the Support Coordination Supervisor (SCS)

Fixes

● (IR-17151) "Monitoring Tool" (previously, "Monthly Contact") requires the user to provide these details even after a participant's plan has moved to Approved-to-Inactive (AI) status for certain participants
Resolves an issue of iRecord requiring monthly contact details for a participant when the plan is in AI status

● (IR-17069) There were two entries displayed for a participant in "Waiver Waitlist History"
This issue is now resolved by providing the entry for Waiver Waitlist only through iRecord for the appropriate unit

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.126

02/05/2024

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 01/19/2024) (IR-17059) The Reasonable and Customary rate limits for Self-Directed Employee services have been updated

● (IR-17041) The appropriate user has been given the option to delete the entries on the "Smoking History" tile

● (IR-16870) Updated letterhead for the various reports available through iRecord

● (IR-16691 & IR-16692 & IR-16693 & IR-16694) View "Medication(s)" in grid format (with "Filter" and "Export in CSV") on the "Health" tile of the "Annual Report" page; also, the option to add or edit "Observation" is available for each medication

● (IR-16696 & IR-16997) "Health" on the printed "Annual Report" has been updated to show medications in a grid format and allergies with a separate header

● (IR-16903) "Last Annual Date" detail has been added to the "Single Caseload" report on "Guardian Management"

● (IR-16904) The mapping for the details on the various reports of the "Guardian Management" page has been updated to provide better information

Fixes

● (IR-17040) Unable to save "Attributes - Self Guardian" with the selection of "Document currently unavailable" for certain participants
Resolves any issue with the self-guardianship of a participant when the document has not been uploaded

● (IR-16779) The check boxes on the "Communication" tile was available for users assigned with certain duties
Resolves an issue of a user assigned with a duty to select a check box on the "Communication" tile

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.125

01/17/2024

This release includes enhancements and bug fixes.

Enhancements

● (IR-17027) When User adds Career Planning Service with total units greater than 320 units, system displays error message "Total Units cannot be more than 320 units."

● (IR-16935) 'Waitlist (CDU)' Document Type renamed as 'Waitlist Review Team'

● (IR-16937 & IR-16938) A new Notes Category "Waitlist Review Team Notes" added for Waitlist Review Team duty

● (Enhancement on 01/01/2024) (IR-16961) FY 2024 Rate Change effective January 1, 2024
For more information, refer to iRecord User Guide > Participant Record > Plans > Rate Change

Fixes

● (IR-17038) Total units were incorrect as new exceptions were added by the system when location was edited by the user

● (IR-16990) Review Waitlist Request Email sent to wrong user who does not have "Wait list Review Team" Duty for participant with more than one active events

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.124

11/30/2023

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-16755) "Provider Search Message of the Day" duty

Enhancements

● (IR-16950) Improvements made to the iRecord email service to address slow processing times

● (IR-16828) "My signature upon this document attests to the following:" in the "Authorizations & Signatures" section of the NJISP adds a new bullet point "Guardianship status and a plan to address any recommended changes were discussed."

● (IR-16694) The notes entered for "Emergency Backup Plan" appears on "Notes" in the "Emergency Backup Plan" category; this was previously shown in the "Proxy Decision Maker" category

● (IR-16830 & IR-16831) Updates iRecord to include hospitals and pharmacies reviewed and approved, when searched for using "Zip" and "Radius"

● (IR-16824) For the "DVRS Decision" tile, the "Document Date" field cannot be entered and the user has to select the date from the calendar controls

● (IR-16892) "Submit Waitlist Request" on the "Tools" menu removes the criteria for the age of the participant to be 21 or older

● (IR-15987) "Enter Email Address" is not required after a name has been entered to view/ print the "Summary & Recommendations" report

● (IR-16484) "Message of the Day" tile has been updated for the addition and edit of messages on iRecord

● (IR-16543) Provider Search: "Message of the Day" on the "Provider Search" page now includes options to add and edit messages for a user assigned with the appropriate duty

● (IR-16752) Provider Search: Updates "Provider Management" to include providers, when searched using "Zip" within "Distance" criteria, after an address or location has been updated

Fixes

● (IR-16824) The user had the option to enter an invalid date or a future date for the "Document Date" field on the "Upload DVRS Form" from the "DVRS Decision" tile
The user must now select a date from the calendar controls

● (IR-16695) The details for each entry on the "Annual Reports" page appeared in bold on the tile
Resolves an issue to view the details on the tile in the regular font format

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.123

09/21/2023

This release includes enhancements and bug fixes.

Enhancements

● (IR-16705) For participants that have an Acuity with a Tier, the "Procedure" field on addition of a service lists the appropriate acuity differentiated procedure code

● (IR-16704) The Support Coordination Supervisor (SCS) has the "Tools" menu option for "Submit Waitlist Request" or "Remove Waitlist Request"

● (IR-16546) "Add Message" for "Message of the Day" tile

● (IR-16707) "View Medication Order" is available for a user assigned with Bureau of Guardianship Services (BGS) duties; the BGS Chief duty also has the option to edit the medication order

● (IR-16702) The "Residing Since" field on "Add Current Address" for a participant without a record has the option to select the current date on the calendar controls

● (IR-16672) Provider Management: "Provider Search - Participants Served" duty

Fixes

● (IR-16667) Disenrollment letter of the other Legal Guardians of the participant were also attached, when emailed to a Legal Guardian
The attachment includes the disenrollment letter of the emailed guardian, and not the other guardians

● (IR-16669) The Support Coordination Agency did not receive the Disenrollment letter when a participant has not been assigned to a Support Coordinator and Support Coordination Supervisor
The Support Coordination Agency receives the Disenrollment letter when a participant has not been assigned to a Support Coordinator

● (IR-16696) The "View Health" pop-up on the "Annual Report" page was not displaying the appropriate details
The user can now view the details selected on the "Health" tile

● (IR-16710) The printed annual report had part of the notes missing for "Medication"
Resolves an issue with the notes for "Medication" not being displayed completely within the printed annual report

● (IR-16541) Provider Search: "Provider Search" was not listing the newly added providers, when searched for by the ZIP code search criteria
Resolves an issue to view the available providers for the search criteria of "ZIP" and "Distance"

● (IR-16717 & IR-16719) Provider Search: "Provider Search" displays informational text with a search for providers at the top of the results

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.122

08/30/2023

This release includes enhancements and bug fixes.

Enhancements

● (IR-16654) "Name" tile on the "Contact" tab has been updated to restrict special characters not appropriate for the fields

● (IR-16650) Page numbers are shown on the printed "Annual Report" and the "Summary and Recommendation" letter

● (IR-16649) An update to the text for the pronoun and the administrative code in the "Summary and Recommendation" letter

Fixes

● (IR-16678) The tooltips were not shown for the date fields on "Birth Info" and "GC Expiration" on "More Info"
Resolves an issue of tooltip not being displayed on the aforementioned tiles

● (IR-16696) The "View Health" pop-up on the "Annual Report" page was not displaying the appropriate details
The user can now view the details selected on the "Health" tile

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16667) Disenrollment letter of the other Legal Guardians of the participant are also attached, when emailed to a Legal Guardian

● (IR-16669) The Support Coordination Agency does not receive the Disenrollment letter when a participant has not been assigned to a Support Coordinator and Support Coordination Supervisor

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.121

08/14/2023

This release includes enhancements and bug fixes.

Enhancements

● (IR-16608) A participant with County Medicaid ID includes a "Reason" field with "Disenroll" from a Waiver Program; a disenrollment letter, saved to the "Documents" page, is sent to the Participant, Support Coordinator, Support Coordination Supervisor and Legal Guardian(s) provided the participant has Legal Guardian(s)

● (IR-16572) An update has been made for list options, such as "Show/Hide Columns" and the column filter on the "Search" tile, for a complete display of each option

● (IR-16512) "Contact" tab has been updated to restrict special characters not appropriate for the respective fields

Fixes

● (IR-16577) The NJISP and SDR was displaying a part of the diagnosis description
Resolves an issue of displaying the complete diagnosis details within the "Diagnosis" section of the NJISP and SDR

● (IR-16542) "Age Eligibility Override" option on the "Plans" menu was available for a deceased participant
"Age Eligibility Override" will not be available when the "DDD Status" of the participant displays "Deceased"

● (IR-16527) Updating the date of birth of a deceased participant was showing an incorrect "Age"
Resolves an issue to calculate the "Age" of a deceased participant with an update to the "Date of Birth" field

Known Issues

● (IR-16666) The Disenrollment email is not being sent out when two Legal Guardians have the same first and last name for a participant with a County Medicaid ID

● (IR-16667) Disenrollment letter of the other Legal Guardians of the participant are also attached, when emailed to a Legal Guardian

● (IR-16669) The Support Coordination Agency does not receive the Disenrollment letter when a participant has not been assigned to a Support Coordinator and Support Coordination Supervisor

● (IR-16670) A participant with County Medicaid not active currently or ending will not receive the disenrollment letter

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.120

07/19/2023

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 07/03/2023) (IR-16562) The Support Coordination Supervisor (SCS) has been provided an option to upload the "Rights and Responsibilities" document on "Documents"; and also, to update from "Other" to "Rights and Responsibilities" type of document

● (Enhancement on 07/08/2023) (IR-16311) FY 2024 Rate Change effective July 1, 2023
For more information, refer to iRecord User Guide > Participant Record > Plans > Rate Change

● (IR-16582) Active CCP Legacy individuals under age 21 (Grandfathered) have been updated with Age Eligibility Override to allow continued CCP enrollment and services without requiring backend change requests

● (IR-16049 & IR-16544) Provider Management: The "Provider Search Report" has been updated to include Acuity, Residential Licensure and Language in the "Provider Search Criteria" section

● (IR-16515) The "Roles" tile on "User Profile Management" has been updated to display available roles consistent to similar tiles on iRecord

● (IR-16536 & IR-16540) "Personal" and "Medical" tabs have been updated to restrict special characters not appropriate for the respective fields

Fixes

● (IR-16581) There was an issue observed where a deleted Self-Directed Employee (SDE) was being displayed in the NJISP and SDR
Resolves an issue to display deleted SDEs in the NJISP and SDR

● (IR-16583) SDEs deleted for a service in a previous plan version was being displayed in a revised plan
Resolves an issue of displaying SDEs deleted in a previous plan version

● (IR-16532) "Send Document To" field on the "Send Document" tile appeared unavailable when the participant had an email address entered
Resolves an issue to have the field available when there are no other entities other than the participant

● (IR-16531) When a participant's residential address has not been provided, the "Residential Address" tile appears blank
The "Residential Address" tile now displays the fields blank and the labels watermarked within those fields for a participant who does not have an address entered in iRecord

● (IR-16538) On "SC Agency Assignment" pop-up, duplicates were shown within the lists for some of the fields when a user closes the pop-up and reopens it again
Resolves an issue to show duplicates within the lists for "SC Agency Assignment"

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.119

06/27/2023

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-16423 & IR-16426) "Age Eligibility Override" Duty; the assigned user has the "Age Eligibility Override" option for the appropriate participant on the "Plans" menu

Enhancements

● (Enhancement on 06/22/2023) (IR-16437) The "Total Units" for each "Supported Employment" service with a "Payment Source" of "Medicaid" or "FI Agency" is restricted to 6000

● (IR-16428) Rights and Responsibilities document is required for approval of a macro plan
For more information, refer to "Rights and Responsibilities" training document

● (IR-16489) An error message is displayed on "Change Plan Status" when the user changes the plan to "Approved" for a participant that has not met the age or Medicaid eligibility or continues on MLTSS

● (IR-16488) "Age" criteria on the "Participant" tile is available and displays the message "Age criteria met (CCP Legacy)" for participants in "CCP Legacy" below the age of 21

● (IR-16365) iRecord updates references for "DXC" to "Gainwell"

● (IR-16338) The medication name is displayed on the header for allergies to medication on the "Health" tile of the printed Annual Report

● (IR-16436) Provider Management: iRecord loads the "Location Details" page with the new location after the addition and save of a location

● (IR-16435) Provider Search: The "Agency Information Report" now includes the text for licensed residential setting(s), when applicable, within the "Services" section

Fixes

● (Fix on 06/22/2023) (IR-16511) It was possible for a user to add a service with a "Procedure" that ended in the past after the execution of the rate change process
The user is unable to save a service edited with a "Procedure" that is not active within the dates of the service

● (IR-16394) "Emergency Backup Plan" tile does not update when the proxy decision maker(s) is removed from the "Contact Attributes" tile
"Has a Proxy-Decision maker for health-related decisions?" automatically updates to "No" when a participant no longer has a proxy decision maker contact, which is updated on the "Contact Attributes" tile

● (IR-16439) The VO-TS role had the option to review the Amended NJISP
The VO-TS role has the option to select the check box for reviewing the amended NJISP report, but cannot click the "Save" button

● (IR-16339) There were issues in the "Annual Report" tiles with the complete text not being displayed when special characters were entered within the "Notes" field
Resolves an issue to view the text entered for notes that included special characters on "Annual Reports"

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.118

06/05/2023

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-14414) Amended NJISP Report
For more information, refer to iRecord User Guide > Participant Record > Plans > Actions > Send Plan

Enhancements

● (IR-16055) The "Save" button is disabled until any changes are made on the edit of a detail in iRecord; the "Save" button is not disabled for edit of certain details, such as "Pathway Assessment" and "Voting", that requires a review during plan approval

● (IR-16241) The "Group" field to upload a document on the "Documents" page is listed in the alphabetical order

● (IR-16299) The user assigned with the Retro duty has the "Replace Doc" menu option for the NJISP on "Documents"

● (IR-16197) Provider Management: View an error message with the entry of an NPI assigned to a different provider

● (IR-16199) Provider Management: Punctuation and special characters are permitted on the appropriate fields

● (IR-16358) Provider Search: The "Filter" field on the "Provider Search" page introduces the option to search for providers by "Language"

● (IR-16308) Provider Search: The "Agency Information Report" now includes a "Provider Supported Language" section

Fixes

● (Fix on 05/16/2023) (IR-16353) Provider Search: "Provider Search" was not listing the appropriate providers
Resolves an issue to list the appropriate providers for the search criteria entered on the page

● (IR-16356) The Support Coordination Supervisor (SCS) was unable to save after an update on "Edit Support Settings Need"
Resolves an issue with the "Save" button being disabled for the SCS after edit of "Support Settings"

● (IR-16349) The "Emergency Backup Plan" details were not showing on the NJISP of the new plan for participants having a current plan and an active plan set for a future plan term
Resolves an issue to show the updated details of the "Emergency Backup Plan" on the NJISP for all plans

● (IR-16373) The "Notes" field was enabled when uploading an "ABS" document
Resolves an issue to disable the "Notes" field for the "ABS" document

● (IR-16375) Provider Management: iRecord did not check for a 9 digit FEIN with the addition of a provider
"Provider Details" requires a 9 digit FEIN

● (IR-16309) Provider Search: The location image was not being displayed on the "Agency Information Report"
Resolves an issue to view the default or uploaded image on the report

● (IR-16370 & IR-16392) Provider Search: "Provider Search" was not listing the appropriate providers with the selection of the "Medical Acuity" or "Residential Licensure" filter
Resolves an issue to view the list of the appropriate providers for the aforementioned filters

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.117

05/15/2023

This release includes enhancements and bug fixes.

Enhancements

● (IR-16048) "Medical Practitioner" tile on the "Medical" tab includes the details of the primary care physician and "Additional Specialist(s)"
For more information, refer to iRecord User Guide > Participant Record > Demographics > Medical > Medical Practitioner

● (IR-16048) The "Participant" tile litmus displays yellow when the "Last Annual Physical Exam Date" is not in the previous 365 days

● (IR-16070) Provider Management: The "Attribute" tile for a provider now includes a selection for "Residential Licensure"

● (IR-16070) Provider Search: The "Filter" field on the "Provider Search" page includes "Residential Licensure"

Fixes

● (IR-16292) "Send FI Referral" was displaying an error when placing referral requests
Resolves an issue with the user being unable to request for a referral

● (IR-16297) The NJISP and SDR displayed the previous and updated entries for "EVV Required?"
The NJISP and SDR displays the current details for "EVV Required?"

● (IR-16252) "SDE EVV Description" displayed on NJISP and SDR for a non-SDE service and the "EVV Required?" details provided
Resolves an issue to correct the label on the NJISP to appropriately reflect the details for "EVV Required?"

● (IR-15935) "Guardian Type" was not showing on "Guardian History" with the selection of the "Document currently unavailable" check box for the "Legal Guardian"
Resolves an issue of the "Guardian Type" not being displayed on "Guardian History" for an "Unverified Legal Guardian"

● (IR-16147) "Name" was not being displayed for the "Waitlist Modification Doc" type on "Documents" and the user was unable to view or download the document
"Documents" displays a name and user can view or download the "Waitlist Modification Doc"

● (IR-16271) Provider Management: The user was unable to add or edit the hours for "Hours of Operation"
Resolves an issue of saving the hours of operation for a provider location

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.116

04/24/2023

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 04/12/2023) (IR-16234) "Has 24-hour access to staff?" has been updated to "Lives in a provider managed setting with 24-hour access to staff?" on the "Emergency Backup Plan"

● (IR-16195) "Day Habilitation" with a "Payment Source" of "Medicaid" cannot exceed "Total Units" of 6000 for each service on iRecord

● (IR-16196) The "Provider" list for the addition of a service has been updated to include the providers active during the plan term

● (IR-16047) "EVV Required?" details are now shown on the NJISP and SDR

● (IR-16229) "Service Description" and "EVV Description" fields have been updated with a maximum limit of 200 characters

● (IR-16242) "Emergency Backup Plan" now does not include the "No Emergency Backup Plan" check box

● (IR-16230) View a confirmation message for the removal of the current Proxy Decision Maker contacts with the selection of "No" for "Has a Proxy-Decision Maker for health-related decisions?" on the "Emergency Backup Plan"

● (IR-16237) "Contact Type" must be provided before the selection of the "Proxy Decision Maker" attribute for a contact

● (IR-16226 & IR-16227) "Emergency Backup Plan" displays "N/A" for the phone number, both on the tile and the NJISP report, when it has not been provided for the proxy decision maker

Fixes

● (Fix on 04/12/2023) (IR-16235) The "Change Plan Status" litmus indicator did not include a line break after the message for the "Emergency Backup Plan" tile
Resolves an issue of the line break after the message for no emergency backup plan information or not updated within the past 30 days

● (IR-16247) "Assign Case(s)" line item appearing for the SCS on the "Due-List" tile with no unassigned cases
Resolves an issue of a due-list item displayed for the SCS with a change in the status of the case

● (IR-16225) Provider Search: The Provider Search Report was not displaying any service for locations with Support Coordination
The available services are now listed for all locations on the Provider Search Report

Known Issues

● (IR-16252) "SDE EVV Description" displayed on NJISP and SDR for a non-SDE service with the "EVV Required?" details provided

● (IR-16271) Provider Management: The user is unable to add or edit the hours for "Hours of Operation"

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.115

04/05/2023

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-15902) iRecord introduces the "Emergency Backup Plan" tile on the "Safety & Supports" tab
For more information, refer to iRecord User Guide > Participant Record > Demographics > Safety & Supports > Emergency Backup Plan

Enhancements

● (IR-16073) "Proxy Decision Maker" check box now available on the "Contact Attributes" tile
For more information, refer to iRecord User Guide > Participant Record > Demographics > Safety & Supports > Emergency Backup Plan

● (IR-15875) "Upload Document" adds a "Group" field to categorize documents
For more information, refer to iRecord User Guide > Participant Record > Documents

● (IR-15876) "Documents" includes a "Group" filter
For more information, refer to iRecord User Guide > Participant Record > Documents

● (IR-15877) "Export in CSV" for "Documents" also displays "Group"

● (IR-15880) "Replace Document" includes "Type" and "Group" fields, which cannot be edited

● (IR-16050) "Agreement" replaces "Agrmt" for "Type" on "Documents"

● (IR-15925) "Power of Attorney" replaces "Legal" for "Type" on "Documents"

● (IR-15878) "Edit Document" feature available for the appropriate roles with the "Other" type of document

● (IR-15879) "Doc Edit Notes" is a new "Note Category" with the "Edit Document" feature

● (IR-16012) "Remove from Voucher" for the appropriate participants on the "Plans" menu, and also with enrollment and approval of a plan in the Waiver Program, or Interim

● (IR-16068) The email sent out when a Support Coordination Supervisor requests for new user, role change or user reinstate adds the email address of the person entering the request on iRecord

Fixes

● (IR-16090) The user was unable to open/download the "Goods & Services Request Form" from "View/Edit Service"
The user has the ability to view the aforementioned document through "View Service" or "Edit Service" options

● (IR-16037) "EVV Required?" was not being recorded for Self-Directed Employees (SDE) when there was more than one SDE with an identical status
Resolves an issue to show the "EVV Required?" status of all SDEs, when applicable

● (IR-16039) The option to remove the Self Guardian status of a participant was unavailable for users assigned with the BGS-related duties
Resolves an issue with the permissions of the BGS staff for clearing the Self Guardian check box on the "Attributes" tile

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.114

03/09/2023

This release includes enhancements and bug fixes.

Enhancements

● (IR-16008) "Final Denial" for "Service Not Approved" now requires the user to enter "Other Reason" with any selection of "Denial Reasons" and this is then displayed in the Fair Hearing Letter

● (IR-16045) "EVV Status" has been updated to "EVV Required?"

● (IR-15956) The "Guardianship Report" on the "Annual Reports" page displays the notes in the chronological order within each section

● (IR-16005) Provider Search: The "Agency Information Report" for a provider, which is available from the "Provider Search" page, displays the services approved for Behavioral Acuity and/ or Medical Acuity, when applicable

● (IR-16007) Provider Management: "Website" has been removed from "Location Details"

Fixes

● (IR-16053) "Monthly" and "Quarterly" were both available for the "Monitoring Tool" field on "Add Tool" of "Monthly Contact" even after providing monthly monitoring tools for two months
"Quarterly" is the only available option for the "Monitoring Tool" field with a selection of "Monthly" for the previous two months

● (IR-15805) The "Filter" feature on the "User Duty Management" page had minor issues with "Username" and "Role"
Resolves an issue with "Role Search" for "Role" and a display issue with "Username"

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.113

02/15/2023

This release includes enhancements and bug fixes.

Enhancements

● (IR-15958) For the "Monthly Contact" tool, "Quarterly" is the only option available for the "Monitoring Tool" field every three months

● (IR-15960) The Support Coordination Supervisor does not have the option to edit the "Monitoring Tool" field on "Edit / Replace Tool" for a past month of a "Monthly Contact"

● (IR-15950) The "Authorizations & Signatures" section of the NJISP adds the following text:

• I have been made aware of various setting options including non-disability specific settings

• If receiving services in a residential setting, I have been provided the option for a private unit based on my resources available for room and board

● (IR-15925) "Documents" and "Notes" displays "Power of Attorney" for "Type" and "Note Category" columns, respectively, with documents and notes pertaining to the "Power of Attorney" attribute of a contact

● (IR-15852) The "Support Coordination Management" page introduces a "User Management" button with the options of "Request User Reinstate" and "Request Role Change"
For more information, refer to iRecord User Guide > Management > Support Coordination Management

● (IR-15951) The "Health" tile on the"Annual Reports" page now also includes the notes entered for the records on "Medication(s)"

● (IR-15755) The format of the "Health" section on the printed "Annual Report" has been updated

● (IR-15957) An update to the "Summary & Recommendations" report displays the notes in the chronological order of entry within the tile

● (IR-15779) Provider Search: The "Agency Information Report" of a provider, which is available from the "Provider Search" page, displays the "Individual Supports" service based on the unit type of 15 min, Daily or both.

● (IR-15906) Provider Management: The "Attribute" tile for a provider now includes the following selections:

• Medical Acuity

• Behavioral Acuity

● (IR-15962) Provider Management: "Add New Location" button is unavailable for inactive Providers

Fixes

● (Fix on 2/7/2023) The "Expenditure" tile displayed the name of a different Self Directed Employee (SDE) and not the SDE(s) of the service
Resolves an issue to display the SDE(s) of the service on "Expenditure"

● (Fix on 1/30/2023) (IR-15967) The document uploaded with the selection of "HIPAA" was showing as the "Legal Guardian" type on the "Documents" page
The "Type" for a document uploaded with the selection of the "HIPAA" contact attribute displays "HIPAA"

● (Fix on 1/30/2023) (IR-15965) Provider Management: Unable to save after editing a service
Resolves an issue with the "Select one or more Service Type Rates" field being displayed for a location without the selection of the appropriate service

● (IR-16006) There was a considerable delay with the autocomplete feature of the "Provider" field during the addition or edit of a service
The matching "Provider" list is shown with the criteria entered within the field

● (IR-15922) The "SDE Name" label was not showing for the appropriate service on the "Service" tile
Resolves an issue to display the label on the "Service" tile

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.112

01/25/2023

This release includes new features, enhancements and bug fixes.

New Features

● (IR-15885) iRecord introduces "Attributes" on the "Personal" tab of the "Demographics" page to record the participant's self guardian status
The tile now includes the following details:

• Assessment Informant

• Retirement

• Self Guardian

● (IR-15887) "SC Unit User Duty Management" duty

● (IR-15888) "Provider Unit User Duty Management" duty

Enhancements

● (Enhancement on 01/01/2023) (IR-15720) FY 2023 Rate Change
For more information, refer to iRecord User Guide > Participant Record > Plans > Rate Change

● (Enhancement on 01/01/2023) (IR-15798) "Change Log" report displays updates for the appropriate services on plans approved by Rate Change

● (IR-15809) "Plan History" displays a "$" icon adjacent to plans approved by Rate Change, and a document icon for all other plans

● (IR-15901) The "Monthly Contact" tool requires a "Monitoring Tool" detail to be entered starting this month, which is then displayed by a distinct icon based on the selection of "Contact Type" and "Monitoring Tool"
For more information, refer to iRecord User Guide > Participant Record > Tools > Monthly Contact

● (IR-15916) The "Monthly Contact" icons for Face to Face and Home has been updated for the tools entered before this release

● (IR-15557) The column width on the grids have been readjusted so that certain details have the appropriate spacing for a better user experience

● (IR-15756) The recipient details (other than the name) have been removed from the "Summary & Recommendations" report

● (IR-15823) The "Add" button is not available on "Residential Address History" when the participant has no gaps between addresses

● (IR-15726) Provider Management: "Add/Edit Services to Locations" introduces "Select one or more Service Type Rates" field for "Individual Supports - FFS" service to select one or both of the following:

• Individual Supports - 15 min

• Individual Supports - Daily

Fixes

● (Fix on 12/06/2022) (IR-15802) Provider Management: All services were removed from a Location with the edit of a Service or County
Resolves an issue with the "Edit Services to Locations" so that the details were saved correctly for a Provider Location

● (IR-15836) The confirmation after selection or clear of the "NJISP" check box on "Edit Specialist Info" closed the pop-up
The user has the option to complete the edit of the "Additional Specialist" after the selection or clear of the NJISP check box

● (IR-15865) The "Search" feature for the "Role" filter on the "User Duty Management" page was not displaying the results
Resolves an issue to narrow the results within the "Role" filter by entering the criteria within the "Role Search" box

● (IR-15898) The "Message of the Day" tile displays the swiper button (to view the selected message when there are multiple messages on the tile) for a single message
The button is not displayed when the tile does not have more than one message

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.111

11/21/2022

This release includes enhancements and bug fixes.

Enhancements

● (IR-15700) Add a Due-List line item for the Support Coordinator with the completion or decline of the e-signature for the NJISP

● (IR-15719) "Send Referral" on the "Tools" menu has been updated to "Send FI Referral"

● (IR-15672) Email notifications are sent to the Supervisor, when applicable, and the user who updated the "Workload %" on the "Event-Load Management" page before the "End Date"

● (IR-15721) For a service with a Self-Directed Employee that requires an EVV status, which was not provided, the "EVV" column replaces "null" with a hyphen

Fixes

● (IR-15725) Provider Management: The tiles referring the Support Coordination details, such as "SC Counties Served", were being displayed even past the end date of the Support Coordination service of a provider
Resolves an issue to remove the tiles pertaining to the details with an end date for the Support Coordination service of a provider

● (IR-15723) An add icon appeared adjacent to the names on the "Support Staff History" pop-up in the single tile-width view
Resolves an issue to remove the add icon next to the name, when viewed on a mobile device

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.110

10/26/2022

This release includes new features, enhancements and bug fixes.

New Features

● (IR-15380) EVV status is now required for the appropriate services, displayed on "Provider" with the addition or edit of a service
For more information, refer to iRecord User Guide > Participant Record > Plans > Outcomes > EVV

● (IR-15622) Provider Management: "Language" tile for the Provider

Enhancements

● (IR-15596) The "Email Validation" tool now provides the SC the option to remove or defer the "Resend Validation Email" due-list item for a period of 90 days

● (IR-15597) The Service Detail Report (SDR) now displays the mailing address, when available in iRecord, for a Provider

● (IR-15692) The letterhead for the reports from "Annual Reports" for the Bureau of Guardianship Services has been updated with the address change

● (IR-15656) The "Summary & Recommendations" tile on the "Annual Reports" page now includes an option to send the report to additional recipients

● (IR-15497) Redesigned "User Duty Management" page

● (IR-15666) Provider Management: The "Searchable" check box has been removed from the "Attribute" tile for the Provider

● (IR-15542) Provider Management: The "Locations" tile has been updated to display the location name hyphenated by the street to accommodate more characters within the tile, and to display the ellipsis at the end of the text

Fixes

● (IR-15678 & IR-15679) The user had the option to change the plan status of a participant under 21 or on MLTSS
iRecord does not allow plan approval of participants under 21 or on MLTSS

● (IR-15638) Deleting a Legal Guardian document from "Documents" removed the Legal Guardian status of the contact, but the contact was not displayed in the "Guardian History"
Resolves an issue of the removal of a Legal Guardian from "Guardian History" with the deletion of the uploaded document for "Legal Guardian" status

● (IR-15617) The user was unable to upload the Legal Guardian document to reinstate the status of a contact with the previous deletion of the Legal Guardian document
Resolves an issue to upload a new document to restore the legal guardian status of a contact after the deletion of an existing document

● (IR-15555) Removal of the address line 2 for the "Residential Address" of a contact was not being reflected, when saved
Resolves an issue to clear the address line 2 with the edit and save of the "Residential Address" of a contact

● (IR-15711) Provider Management: On "Editing Services to Locations" pop-up, "Catchment" was showing blank with a previous save of an entry
Resolves an issue of the "Catchment" field not saving the value in iRecord

● (IR-15590) Provider Management: The user was not required to enter the email for a Provider
The "Email" field on the "Information" tile is mandatory for a Provider

● (IR-15543) Provider Management: For a location outside of the state, the address displayed a county from New Jersey
Resolves an issue to now display the county as "Out-Of-State" for an address entered outside of New Jersey

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.109

08/22/2022

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 07/23/2022) (IR-15526) FY 2023 Rate Change Effective July 16, 2022
For more information, refer to iRecord User Guide > Participant Record > Plans > Rate Change

● (IR-15007) On adding a service, the list displayed for the "Location" field is in the alphanumeric order

● (IR-15347) A user assigned with the CDU Waitlist duty now has an expanded list to search and view Waiver Waitlist participants in the "Open" or "Closed" status, and participants whose request has been submitted and rejected

● (IR-15547 & IR-15548) With the denial of a request to be added to or removed from Waiver Waitlist, iRecord includes a system generated note with the user-entered note

● (IR-15501) Provider Management: The "Provider Info" pages remove "Provider" from tile names and fields

● (IR-15357) Provider Management: "Medicaid Approved Date" field has been added to the "Information" tile

● (IR-15513) Provider Management: A user assigned with the Provider Search Supervisor duty has the option to update the NPI of a Location

Fixes

● (IR-15483) The "Support Staff History" pop-up was not displaying the entries for staff with names beyond a certain number of characters on a mobile device
Resolves an issue to display entries with longer names on the "Support Staff History" grid for users viewing the details on a device in the single tile width format

● (IR-15531) Resizing the browser window when a grid is displaying a subsequent page resets to the initial page
Resolves an issue to keep the set of results on a grid, such as Documents, with a change to the size of the browser window

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.108

07/11/2022

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 07/01/2022) (IR-15309) FY 2023 Rate Change
For more information, refer to iRecord User Guide > Participant Record > Plans > Rate Change

● (IR-15447) "Filter" on the "Waiver Waitlist Management" page displays an appropriate watermark for the filter options

● (IR-15423) Provider Management: The "NPI" field is not mandatory for a provider or a location with Interim, and no services with Fee-for-service (FFS)

● (IR-15336) Provider Management: A user assigned with the Provider Search Supervisor duty has the option to update the NPI of a provider

● (IR-15463) Provider Management: The NPI is the same for the "Provider" and the "Admin" location

● (IR-15370) Provider Management: Removes "Phone" and "Email" from the filter options on "Contacts"

Fixes

● (IR-14516) The pharmacy list on the "Preferred Pharmacy" tile has been updated for the Rite Aid stores bought out by Walgreens, and they are now displayed as "Walgreens (Formerly Rite Aid)"

● (IR-15410) "Email Validation" tool was not being displayed for certain participants
"Email Validation" is available for all participants

● (IR-15334) The notes entered for the "Final Denial" with "Service Not Approved" was not being displayed in the email notification of the "Fair Hearing Notice" when the user entered the maximum allowable characters
On "Final Denial" of a service, the maximum characters allowed for a user to enter notes is 5000, which is then displayed in the "Fair Hearing Notice" email

● (IR-15422) Provider Management: For certain providers, selecting a location displayed the details of the "Admin" location
Resolves an issue to display the details of the selected location, and "Provider Details" with no selection

● (IR-15308) Provider Management: The "Email" field on "Add Contacts" did not highlight when an email was not entered in the appropriate email format
Resolves an issue to validate and highlight the "Email" field on "Add Contacts" with the entry of an email not entered in the appropriate format

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.107

06/16/2022

This release includes enhancements and bug fixes.

Enhancements

● (IR-15379) With the selection of the Self-Directed Employee check box during the addition or edit of the appropriate service, it is now required to provide the name within the "Self-Directed Employee Details"

● (IR-15337) The "Monthly Contact" tool introduces "Year" drop-down on the tile header

● (IR-14798) Additional providers are now available for the appropriate services on Interim with the "Voucher" payment source

● (IR-15321) Updated Rank Letter

● (IR-15335) Provider Management: The provider or a location becomes inactive on the date entered within the "End Date" field; previously, this was active on the date entered and inactive the next day

● (IR-15308) Provider Management: "Address Line 2" is now displayed on the "Addresses" tile

Fixes

● (Fix on 06/08/2022) (IR-15298) A user assigned with the "CDU Waitlist" duty was unable to view the "Due-List" of another user assigned with the same duty
Users assigned with identical duties that includes a "Due-List" can view their details using the "Search Other Due-Lists" feature

● (IR-15272) Provider Management: An address update of the Admin location required a page refresh to be visible on the "Locations" tile
The "Locations" tile refreshes with an update to the address of a location

● (IR-15315) Provider Management: The fields entered in "Add Services" are cleared with a window resize
Resolves an issue of the fields being cleared on the "Add Services" pop-up when a user resizes the window

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.106

05/25/2022

This release includes new features, enhancements and bug fixes.

New Features

● (IR-13672) "Assets Access Configuration" page on "Management" for the appropriate duties

● (IR-15090) "Electronic Visit Verification (EVV)" duty

Enhancements

● (IR-15276) "Search Other Due-Lists" retains the name with a search of another person's "Due-List" details

● (IR-15271) "Unemployed -Experience/Training" Path Selection for "Pathway Assessment" has been updated to display the full set of questions, and not based on the selection of the user

● (IR-15273) Provider Management: The "Location ID" is not displayed in the "Select one or more Locations" drop-down for "Add Services to Provider Locations"

● (IR-15261) Provider Management: Adds "Clear" button for the "Filter" on the "Locations" tile

Fixes

● (Hotfix on 05/17/2022) (IR-15277) Provider Management: An error was observed on updating the details from the "SC Counties Served" tile
Update of the details from the "SC Counties Served" tile for a Support Coordination Agency has been resolved

● (IR-15278) The "Appendix" on the "Outcomes" report displayed an incorrect Outcome and Service number
When there are 5 or more Self Directed Employees for a service, the names entered are shown in the "Appendix" for the appropriate service

● (IR-15150) The user was unable to edit the appropriate dates on "Edit Pathway Assessment" for the "Unemployed -Experience/Training" Path Selection
The dates entered are editable for "Unemployed -Experience/Training"

● (IR-15297) Provider Management: An extra service was included with the addition of the "Day Habilitation" service
The selected service(s) is displayed for the provider with the addition of "Day Habilitation"

● (IR-15240) Provider Management: The "End Date" of provider locations were updated by the "End Date" of the provider for closed providers
The "End Date" of locations closed on different dates are now displayed correctly for the closed providers

● (IR-15222) Provider Management: The "Filter" for "Contacts" displayed a blank check box for "Email" when there was a contact without an email address
A contact without an email address now displays "Not Available"

● (IR-15181) Provider Management: The "Locations" tile scrolled to the top with the selection of a location
Resolves the issue of "Locations" scrolling to the top of the tile with the selection of a location on the tile

● (IR-15220) Provider Management: Unable to upload an image for the provider
The user can now update the image of the provider

● (IR-15264) Provider Management: The scroll bar was unavailable with "Filter" of "Locations"
Resolves an issue of the missing scroll bar with "Filter"

● (IR-15162) Provider Management: The "Services" tile displayed tabs (Copy, CSV, PDF, Print) with the addition of a service
Resolves the issue of an incorrect display of the aforementioned tabs on the "Services" tile with the addition of one or more services

● (IR-15221) Provider Management: "Add" and "Edit" were available on the "Services" tile for a location with an "End Date" in the past
The user does not have the option to update services for provider locations that are currently not active

● (IR-15164) Provider Management: The tiles on "Provider Management" are now responsive to a mobile device

● (IR-15305) The website of certain providers was not being displayed, when available, on the Provider Search report; also, the location of the Provider was incorrectly shown on the map
Resolves the aforementioned issues with the Provider Search report

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.105

05/04/2022

This release includes enhancements and bug fixes.

Enhancements

● (IR-15074) "SC Agency Assignment History" menu option on the "Support Coordination" and "Case Manager" tiles is available for a user assigned with the "SC Helpdesk" duty

● (IR-15244) Provider Management: The "Locations" tile has been enhanced to provide a better layout

Fixes

● (IR-15248) The user was unable to open and view the "Summary & Recommendations" report
Resolves an issue for the user to view the aforementioned report

● (IR-15170) Provider Management: There was an issue observed for services with providers, where a certain "Procedure" was not being displayed during the addition of a service
All Procedures are now appropriately displayed for the provider of a service

● (IR-15247) Provider Management: The "Location Information" tile displayed the details of the "Admin" location when a location was updated from "Inactive" to "Active" or vice versa
Resolves an issue to correctly display the location on the "Location Information" tile with a change in status

● (IR-15130) Provider Management: When a user adds a provider, selection and clear of the billing address and mailing address check boxes did not remove the address from the fields below
The address details are now removed when a user clears the check box

● (IR-15225) Provider Management: The loading of the tiles on the "Provider Location Details" page was not consistent with the other pages
Resolves an issue to display the loading symbols on the appropriate tiles of the page

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.104

04/25/2022

This release includes new features, enhancements and bug fixes.

New Features

● (IR-9967) Provider Management
For more information, refer to iRecord User Guide > Provider Management

● (IR-15054) "Upload Documents and Notes" duty

Enhancements

● (IR-15074) "IR" replaces "UIR" on the "Documents" page; "IR-Incident Notes" replaces "UIR-Incident Notes" on the "Notes" page

● (IR-15079) A warning icon appears on the "Plan status update failed." message with "Change Plan Status" to inform the user that the plan status has not been updated

Fixes

● (IR-15089) The VO-TS role was unable to view the "Reason for Not Pursuing" field for "Unemployed - Not Pursuing" on the "Edit Pathway Assessment" pop-up
The VO-TS role can now view all the details for the "Unemployed - Not Pursuing" option on "Pathway Assessment"

● (IR-15076) "Search" and "Quick Search" for a user assigned with the "Disenrollment" duty was experiencing delays in generating the results
Resolves the issues of searching participants for the "Disenrollment" duty

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.103

03/22/2022

This release includes enhancements and bug fixes.

Enhancements

● (IR-15032) "Show/Hide Columns" on the "Search" grid now includes the following details for the appropriate user:

• Last Monthly Contact Type

• Current Plan End Date

● (IR-15022) The "Authorizations & Signatures" section of the NJISP adds the following:

• I have chosen to receive services in a Home and Community based setting instead of an Institutional setting

• The importance of annual medical and dental exams was discussed

● (IR-15016) The appropriate services are shown for the participants availing waiver program services without Medicaid (Interim with Voucher payment source)

● (IR-15067) The "Transition Case Manager" field has been removed from the "Request to Add Participant to Waiver Waitlist" pop-up

● (IR-15031) The user assigned with the "On Call Staff" duty has the ability to search and view the participants in iRecord, irrespective of the On Call schedule

Fixes

● (IR-14987) The "Other Reason" with the selection of "Other" for a "Final Denial" was not being displayed in the "Fair Hearing Letter" beyond a single line
The "Fair Hearing Letter" now displays the complete entry of a user for the "Other Reason" on a "Final Denial"

● (IR-15005) The Service Detail Report had a missing Self-Directed Employee (SDE), when a service had five SDEs
The five SDEs of a service are displayed in the Appendix of the Service Detail Report

● (IR-14967) It was observed that the "Due-List" tile was loading in the "Minimize" mode, and then displays the tile
Resolves an issue of the "Due-List" tile not loading in a manner consistent with the other tiles

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.102

03/01/2022

This release includes enhancements and bug fixes.

Enhancements

● (IR-14963) The "Select Executives" list with "Executive Decision" for an FCA "Override" has been updated

● (IR-14984) The "User Duty Management" page will now display the "Assign" button for all users

● (IR-14978) The user assigned with the BGS Chief duty has the ability to view all participants with the "Eligible for DDD Services" status in iRecord

● (IR-14982) The contact details of the alternate Transition Case Manager displayed within the "Rank Letter" has been updated

● (IR-14980) The "Change Budget" tile is not available for a participant in the "Review-To-Reinstate (RR)" status

Fixes

● (IR-10366) "Disneroll" of a participant updated the "End Date" of the last plan
Resolves an issue of the "End Date" being replaced by the Disenrollment date of the most recent approved plan after the end of the plan term

● (IR-14966) The "Change Log" report was not displaying the updates to a service within the appropriate labels between two plan versions
The updated service is displayed in a section with the appropriate "Outcome" and "Service" heading

● (IR-14977) The "Annual Reports" letterheads were not the same for the reports on the page
Resolves an issue to display identical letterheads for the available reports

● (IR-14985) The "User Duty Management" page was displaying the results with a previously selected user, when blank, for a "Select Duty" field selection after the earlier results were canceled/cleared
The results are displayed based on the current selection of the two fields

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.101

02/07/2022

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-8209) E-sign for NJISP Report
For more information, refer to iRecord User Guide > Participant Record > Plans > Actions > Plan Signature

Enhancements

● (Enhancement on 02/01/2022) (IR-14885) "Send Referral" for Agency with Choice model is available for all eligible participants

● (IR-14622) For the Agency with Choice (AwC) model, iRecord restricts plan approval for a participant that includes a service directly from the provider, such as Goods & Services, without a Self-Directed Employee (SDE) service

● (IR-14935) "Edit Pathway Assessment" on the "Pathway Assessment" tile does not allow the user to update the "Path Selection" field; "New Pathway Assessment" is now required for an update to "Path Selection"

● (IR-14917 & IR-14919) The "Waiver Waitlist Management" page adds "Projected Rank" to the filter options

Fixes

● (IR-14743) There were issues observed with an edit to the "Unemployed - Experience/Training" path selection on the "Pathway Assessment" tile
The "Pathway Assessment" tile has been updated to resolve issues resulting from an edit to the details previously entered for "Unemployed - Experience/Training"

● (IR-14915) The last page on the NJISP Report was not being displayed with an overflow of data on the "Health & Nutrition Needs" and "Safety & Support Needs" sections
Resolves an issue to display a blank last page on the NJISP Report due to page break issues in the aforementioned sections

● (IR-14632) Revising a retroactive CCP Transition plan displayed a dialog erroneously indicating the creation of a new plan
The dialog is not displayed with the revision of a short plan during a retroactive plan change

Known Issues

● (IR-14960) The "Dosage" drop-down list with the add or edit of a medication on the "Medication(s)" tile displays "Dosage" in the available options

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.100

01/18/2022

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 01/01/2022) (IR-14845) FY 2022 DSP Wage Increase
For more information, refer to iRecord User Guide > Participant Record > Plans > Rate Change

● (IR-14577) For existing users in iRecord with duties in BGS, "Preferences" on the "Search" tile now includes options to generate results for the dynamic reports

Fixes

● (Fix on 12/29/2021) (IR-14878) The user was unable to save the updates for the different budget types on the "Change Budget" tile, when the total budgeted amount was the same
Resolves an issue with "Save" on the "Change Budget" tile in the aforementioned case

● (IR-1823) The "Enter" key was not saving the details
Resolves an issue where the user has the additional option to press the "Enter" key for saving the information provided on a tile, through iRecord

● (IR-8966) The "Approved Plans" report displayed on the "Dashboard" for the FI-related roles were not displaying the data correctly for one of the weeks
Resolves an issue to display the data correctly on the "Approved Plans" report

● (IR-14849) The user did not have the option to enter space, when searching or entering a contact, on the "Relationships" tile of the "PCPT" page
Resolves an issue with spacing names to enter a relationship for the PCPT tool

● (IR-13712) Provider Search: The "Provider Search Report" displayed blank with the selection of "CCP" in the "Filter" under "Service"
The report displays the provider search criteria and the appropriate results

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.99

12/22/2021

This release includes new features, enhancements and bug fixes.

New Features

● (IR-14798) Interim Services with Voucher payment source

● (IR-14809) Checkbox for "Do not reassign if preferred agency(ies) is not available" on "Agency Assessment" pop-up

Enhancements

● (IR-14811) For a user assigned with the "BGS chief" duty, will be able to search for all participants in BGS Intake and with the "BGS and BGS supervisor" duty will not be able to search for the deceased participants

● (IR-14786) Document icon moved to header on "Plan Signature" tile

● (IR-14769) Email will be sent when "Yes indefinitely" or "Yes until" radio button was selected along with the change in budget amount on "Edit budget" pop up.

Fixes

● (IR-14868) DDDID is repeating in single caseload report for guardian

● (IR-14810) There was a blank page in the NJISP report for certain participants

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.98

12/01/2021

This release includes enhancements and bug fixes.

Enhancements

● (IR-14741) A contact that is a verified Legal Guardian of a participant cannot be changed to an Unverified Legal Guardian; the "Edit Legal Guardian" pop-up will not allow the user to select the "Document currently unavailable" check box for a legal guardian with a previously uploaded document

● (IR-14742) The "Start Date" on "Guardian History" will not display for an Unverified Legal Guardian

● (IR-14555) The "Relationships" tile on "PCPT" now displays special characters, such as an apostrophe or hyphen, when included in the name of the contact in iRecord

Fixes

● (IR-14757) On the "Diagnosis" tile, the user was unable to open or view the document with the "View Document" option
Resolves an issue to view the document, when available, for the diagnosis on the "Diagnosis" tile

● (IR-14208) There was a blank page in the NJISP report for certain participants
Resolves an issue with the NJISP report displaying blank pages for participants in the Work-in-Progress status

● (IR-14778) Reassignment of a participant on the "Guardian Management" page was not being reflected for certain participants, and then the participant was not available on the page
Resolves an issue for participants reassigned to a new guardian on the "Guardian Management" page

● (IR-14746) The Reach Letter sent via email for "Waiver Waitlist Management" displays the guardian's name, and not the participant, in the body on reaching Priority Waiting List, when the letter has been addressed to the guardian
Resolves the aforementioned issue to display the participant's name

● (IR-9708) When an event has been redistributed (not reassigned), the note associated to the event was not displaying the appropriate event definition
Resolves the issue of not displaying the appropriate event definition within the notes of an event, when redistributed, on the "Event-Load Management" page

● (IR-14716) On the "Event-Load Management" page, selection of an event from a filter is not possible after clearing the filter from a selection on the previous filter
Resolves any issues to clear and select events, when the "Event-Load Management" page had selections on a previous filter

● (IR-14791) There was an issue with the alignment of the "Signature" section on the NJISP report
The NJISP report now displays the three labels (Signature, Name, Date) aligned within the "Authorizations & Signatures" section

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.97

11/08/2021

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 11/01/2021) (IR-14704) Updates to Support Coordination daily and monthly rates, effective November 1, 2021

● (IR-14610) Print of "Medication(s)" report with the edit of the medication order prompts the user to save the order

● (IR-14687) The "Assign" button on the "Waiver Waitlist Management" page displays for the "Open" status, irrespective of the "Projected Rank"

● (IR-14686) The "IHP Date" will be displayed, when available, for a participant without a plan in iRecord on the Annual Reports and the Single Caseload Report; the "Search" tile will also display the detail in the column on the results grid for the appropriate users

● (IR-14727) The "Judgment Date" displayed in iRecord on the reports has been updated to better reflect the information correctly

● (IR-14692 & IR-14706) The "Edit Budget" pop-up has been redesigned for a better user layout; the format of the notification email has also been updated for a budget change

● (IR-13712) Provider Search: "Print" opens in a new tab and the report also displays the search criteria

Fixes

● (Fix on 10/21/2021) (IR-14673) There were a few eligible participants not being displayed on the "Reach Letter Participants" of the "Waiver Waitlist Management" page
Resolves an issue with an incorrect age calculation that resulted in participants not being displayed on the list

● (IR-14623) There were multiple issues with the "Send Referral" feature
Resolves the issue of displaying the previous entry on the "Select FI Intermediary" field when there was no "Referral Choice" provided, and now the feature also displays the appropriate messages with a previously entered referral

● (IR-14672) The confirmation of the death of the participant was not being updated to the correct status in iRecord
Resolves an issue to update the status to "Deceased" with the confirmation of the death of a participant in iRecord

● (IR-14580) On the "Caseload Management" page, assignment was not taking place when the sub-grid had been minimized after the selection of a participant
Resolves an issue to assign a participant with the sub-grid in the expanded or collapsed mode

● (IR-14723) There were "Priority" participants on the "Waiver Waitlist Management" page without a "Projected Rank" or a "Reach Letter Date"
Resolves an issue of priority participants for the Waiver Waitlist not displaying the appropriate detail

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.96

10/18/2021

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 10/01/2021) (IR-14523) FY 2022 Rate Change
For more information, refer to iRecord User Guide > Participant Record > Plans > Rate Change

● (Enhancement on 10/07/2021) (IR-14645) Updated version of the Reach Letter

● (IR-14186) "Message of the Day" tile now includes a time setting for "Start Date" and "End Date" of a message

Fixes

● (IR-14638) The "Legal Guardian" details were being deleted with the selection of "HIPAA" for the same contact
The "Contact Attributes" tile for a contact are independent to each other, and the update of an attribute do not change the other attributes

● (IR-14556) The units of a service that is "Marked for Deletion" was being displayed when the plan was changed to the "Review" status
Resolves the issue of showing units for a "Marked for Deletion" service with the change in plan status to "Review"

● (IR-14643) On the "Search" tile, the search results were not displaying the "Judgement Date" detail for certain eligible participants
The "Judgement Date" of a participant, if applicable, is now displayed with the selection of the column on the search results grid

● (IR-14634) The "Default View" button on the "Guardian Management" page was not being displayed with the selection of a region and multiple duties assigned to the user
The button is available when a user navigates away from the default "Guardian Management" page

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.95

09/24/2021

This release includes new features, enhancements and bug fixes.

New Features

● (IR-14337) "Medication Order" for the medications
For more information, refer to iRecord User Guide > Participant Record > Demographics > Medical > Medication(s)

● (IR-14161) "Change Budget" duty

Enhancements

● (IR-14470) "Referral Choice" for the "Send Referral" tile
For more information, refer to iRecord User Guide > Participant Record > Tools > Send Referral

● (IR-14391) The options with the "Show/Hide Columns" feature ("Search" tile) are linked to the duty assigned; the column options are relevant for the appropriate duty and there has been no update to this feature for a role

● (IR-14475) There are additional options with the "Show/Hide Columns" feature ("Search" tile) for the appropriate duties, which enables the user to generate dynamic "Participant Search" reports pertinent for the assigned duty
For more information, refer to the "Dynamic Reports" section in iRecord User Guide > Dashboard > Search

● (IR-14474) The grid columns for search results ("Search" tile) includes a range filter enhancement for dates and numerical values
For more information, refer to "Search Filter Enhancement" training document

● (IR-13360) "Print NJISP Report" for an approved plan displays the plan approval date on all pages of the generated report

Fixes

● (IR-14276) It was observed that a user with the BGS and BGS Supervisor duties were unable to assign cases on the "Guardian Management" page
Resolves an issue for a user with BGS Supervisor duty to assign cases on the "Guardian Management" page, when the user also has the BGS duty; the access provided for users with multiple duties are based on the duty with the highest permissions

● (IR-14394) "Export in CSV" for Rank Letter Participants" and "Reach Letter Participants" were not displaying the details appropriate to the column
Resolves an issue to display the appropriate information for the columns when exported to a file in the csv format

● (IR-14359) For "Guardian's Caseload" and "Guardian's Caseload Count" reports, there was a discrepancy in the "Total Count" between the two reports
The aforementioned reports now show identical numbers for the same details

● (IR-14334 & IR-13967) For initial plans in iRecord, the Assessment document was not displayed on the "Review Assessment" pop-up (selected from the "Document Review" tile)
Resolves an issue with the Assessment document not displaying on the "Review Assessment" pop-up for participants

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.94

08/18/2021

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-14218) "View Only Verify Death Report" duty

Enhancements

● (Enhancement on 06/07/2021) (IR-13582) The "Service Detail Report" has been redesigned to include additional information, such as "DSP Rate Change" section, and provide a better layout for the user

● (IR-14226) The "Document Review" tile displays the review date for the Assessment and the PCPT after each document has been reviewed by a user

● (IR-14228) On the "User Duty Management" page, "Select All" is not an option for any of the controls on the "Assign Duty" pop-up

● (IR-13717) Provider Management: The autocomplete feature for the appropriate fields display the results in the order of those that start with the entered criteria followed by the ones that contain it

Fixes

● (Fix on 06/07/2021) (IR-14213) Resolves the issue of the appropriate permissions in iRecord provided for a user assigned with the "Management" duty

● (IR-14267) The "Search" box in a multi-select field was not showing the autocomplete results when the entered criteria included one or more characters in the upper case
Resolves an issue to display the appropriate autocomplete results, irrespective of the case of the characters entered for the search criteria, on multi-select fields

● (IR-14180) The "Maximize" button on the "Alerts" tile did not display the complete grid, part of the grid appeared blank
Resolves an issue to view the "Alerts" grid in the maximum mode

● (IR-14154) The "Maximize" button on the "Evaluations" tile was being displayed when there were no records, and the tile became unresponsive, when clicked
The "Maximize" button is unavailable when the tile displays "No Evaluations Requested"

● (IR-14235) There was a discrepancy in the "Total Count" between the two reports, "Guardian Caseload Count" and "Guardian Caseload - All Regions"
Resolves the issue of unassigned participants being included in the "Total Count" of the "Guardian Caseload - All Regions"

● (IR-14202) The "Notes" field for "Add Message" and "Edit Message" on the "Message of the Day" tile was optional
Resolves an issue to make the "Notes" field mandatory, when saving a message, on the aforementioned tile

Known Issues

● (IR-13967) For initial plans in iRecord, the Assessment document does not load in the "Review Assessment" pop-up, enabled by the button on the "Document Review" tile
Workaround
The option to view the document is available from the appropriate "View Document" option on the "Assessments" tile; the user can then proceed to select the check box on "Review Assessment"

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.93

05/17/2021

This release includes enhancements and bug fixes.

Enhancements

● (IR-13474) "Service Approval Notes - Not Approved" category of notes is not deleted when the plan revision has been deleted

● (IR-13887) The participants with "Temporary Judgement" in the Bureau of Guardianship Services (BGS) has been updated in iRecord, and the appropriate status is shown with the "Legal Guardian" attribute for the contact

● (IR-14037) The "Select All" check box on the "Show/Hide Columns" for the "Search" grid is consistent with the selection or clear of the other check box(es)

● (IR-14115) The user does not have to scroll through the "Notes" pop-up to view the complete set of notes for an evaluation

● (IR-14128 & IR-14129) Adds "Supervisor" to the "Event-Load Management" page

● (IR-14130) Update of the name format on the "Event-Load Management" page to Last Name, First Name

● (IR-14099 & IR-14100) The sort functionality has been disabled on the "State Approval" column of the "Event-Load Management" grid and the "Self Approval" column of the "SWAC Agency Assignment" grid

● (IR-13774) The "User Duty Management" page has been updated to search by the assigned duty of a user; the page also includes an "Assign" button to assign a duty to a user

Fixes

● (IR-13876) There appeared to be more than one scroll bar (depending on the Role accessing iRecord) displayed for the "Review Assessment" and "Review PCPT" pop-ups on the "Document Review" tile
Resolves an issue with additional scroll bars being displayed for a user reviewing the document on the tile

● (IR-14191) The NJISP report was displaying blank for the last few pages, when the details on the "Health & Nutrition" tab exceeded a certain limit
The NJISP report displaying blank pages due to the details entered in the "Health & Nutrition" tab has been resolved

● (IR-14092) The plan dates displayed the format partly instead of the actual date on the "Search" grid for the FI, SFI and FI-VO roles
Resolves an issue to display the correct dates on the "Search" grid for the aforementioned roles

● (IR-14152) On the "Event-Load Management" page, the menu options in "Action" were unavailable for a user assigned with the "Verify Death Report Manager" duty
The appropriate menu options are now available in the"Action" column for a user assigned with the duty

● (IR-14124 & IR-14125) The residential address of a participant was not being displayed on the tile for a user assigned with a "PPMU - Service Monitoring" duty
The user assigned with the aforementioned duty can now view the details of the participant on the "Residential Address" tile

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.92

04/26/2021

This release includes enhancements and bug fixes.

Enhancements

● (IR-14053 & IR-14054) The "Evaluations" grid has been redesigned; the list for the "Evaluation Vendor" field on the "New Evaluation Request" pop-up includes the current vendors for the "Assistive Tech Evaluation" Service and vendors previously requested by other users
For more information, refer to iRecord User Guide > Participant Record > Tools > Evaluations

● (IR-13934) The "Print" feature on the "Search" tile is unavailable with the display of 9 or more columns for the search results grid
For more information, refer to iRecord User Guide > Dashboard > Search

● (IR-14038 & IR-14055) "Send Reach Letter" pop-up ("Waiver Waitlist Management" page) includes a "Document Date" field, which will then appear as the date on the "Reach Letter"

● (IR-13861) "Deactivate User" available for a user assigned with the appropriate duty on the "User Profile Management" page

● (IR-13940) The "Select All" check box on "All Docs Court Papers" has been updated to appropriately reflect the selection on the other check box(es)

● (IR-13894) Provider Management: View a red asterisk adjacent to the "ID" on the "Participants Served" grid for an inactive service or an inactive location

Fixes

● (Fix on 04/08/2021) (IR-14076) A warning icon was being displayed for participants on the "Residential History" tile, when certain historical addresses did not have an entry for the "End Date"
Resolves an issue with iRecord interpreting gaps within the residential history of a participant, when the end date was not provided for historical addresses

● (IR-14082) With an update to a future"Exception Week" of a previously approved service, the first week exception in the past were being deleted for certain services with a few participants
Resolves an issue with the deletion of the units for the first week of an approved service, when edited

● (IR-14060) The Revision of an approved CCP Transition plan did not inform the user of the generation of a new plan
With the "Revision" of an approved CCP Transition Plan, a confirmation dialog appears about the generation of a new plan

● (IR-14110) The "DSP Rate Change" details has been duplicated within the SDR (Service Detail Report)
Resolves an issue to display some of the details of the "DSP Rate Change" twice within the same section of the SDR

● (IR-14081) The "Deactivate User" feature for a Support Coordinator was not allocating the assigned participant to the "Unassigned" category of the Support Coordination Agency
All assigned participants of a deactivated Support Coordinator moves to "Unassigned" for that Agency

● (IR-13957) The "Print" feature on the "Search" tile was causing issues with iRecord
Resolves an issue with the "Print" on "Search" by updating the plugin version used for this feature

● (IR-14048 & IR-14049) Resolves an issue of the appropriate permissions in iRecord provided for a user assigned with "BGS" duty and "BGS Supervisor" duty

● (IR-13985) Resolves an issue of the appropriate permissions for a user assigned with the "Agency Management" duty

Known Issues

● (IR-13876) There appears to be more than one scroll bar displayed for "Review Assessment" and "Review PCPT" pop-ups on the "Document Review" tile

● (IR-14154) The "Maximize" button on the "Evaluations" tile needs to be hidden when there are no records, and the tile becomes unresponsive, when clicked, at this time

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.91

04/05/2021

This release includes enhancements and bug fixes.

Enhancements

● (IR-13849 & IR-13850) "Filter" feature on "Notes" and "Documents" have been updated to limit the results based on the combination of the filter criteria; previously, this used to display all the results that match any of the filter criteria entered

● (IR-13938) The Support Coordination Supervisor has the option to update the phone number and profile picture of all Support Coordinators and Support Coordination Supervisors in the SC Agency

● (IR-13811) "Plan ID" replaces "Plan Version" on the reports

● (IR-13933) The "Participant Search Report" has been updated to include the standard report header and page number

● (IR-13844) The Maximize, Minimize and Restore icons appear on the appropriate tiles, when an action can be performed, and not otherwise

Fixes

● (Fix on 03/29/2021) The user was unable to open an "RLC Plan Version" from "Documents" in iRecord
Resolves an issue with the download and view of a "NarrativeFile" type saved in "Documents"

● (IR-13648) iRecord was not assigning a participant to the appropriate SC Agency, when auto-assigned and with the selection of a preferred language
Resolves an issue with the "Preferred Language" not being taken into consideration with "Auto Assign Agency" on "SC Agency Assignment"

● (IR-13986) The third column of details on the first page of the NJISP report appeared on the next page for a few participants, when the "Preferred Hospital" details were not entered
Resolves an issue with the layout on the first page of the NJISP report

● (IR-13936) With a change in the status of a requested evaluation, the notification email does not display the service(s)
The email notifying a change in status to "Approved" or "Denied" for "Evaluations" displays the service(s)

● (IR-13900) The user was unable to add or edit a participant visit on the "Annual Reports" page with the entry of "Address Line 2" and the selection of "Override Address"
Resolves an issue of the user being unable to save a participant visit in the aforementioned case

● (IR-13906) The VO-TS role did not have the menu options on the profile picture of the Support Coordinator and Support Coordination Supervisor
The options are now available for the VO-TS role, but any changes cannot be saved

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.90

03/15/2021

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-13763) "Reactivate" is available on the "Roles" tile on the "User Profile Management" page for the appropriate duty

Enhancements

● (IR-13835 & IR-13836 & IR-13837) "Member ID#" and "Group#" are not mandatory for the following tiles:

• Managed Care Organization (MCO)

• Administrative Service Organization (ASO)

• Private Insurance

● (IR-13847) The "Print" feature on the "Guardian Management" page introduces the following reports:

• Guardian's Caseload Count

• Guardian's Caseload

• Region's Caseload

• Single Caseload

● (IR-13843) The "Guardian Management" page is now available for a user assigned with the "BGS" duty

● (IR-13842) "Fair Hearing Letter" generated on a denied Service Evaluation displays an option for "N/A - This is a new service"

● (IR-13852) On the "Service Not Approved" pop-up, the "Denial Reasons" field is not required with the selection of "Final Denial" and clear of the "Save Fair Hearing Letter" check box

● (IR-13830) For fields that include a search box and a list, the results displayed are in the order the criteria is found in the options

Fixes

● (Fix on 03/09/2021) (IR-13908) For the SWAC role, the "Save" button was unavailable for the "Workload % Modification" option
The "Save" button is now available for the appropriate user on the "Event-Load Management" page for the aforementioned option

● (IR-13832) Hover over "Review Assessment" icon was showing an incorrect date on the tooltip for certain participants
Resolves an issue to display the correct date on the tooltip for the "Assessment" document

● (IR-13845) For a user assigned with the "BGS Supervisor" duty, the check box to "Select All" participants with a Guardian or Supervisor was available for a region other than the region of the Supervisor
Resolves an issue with the check box being available for a Supervisor outside of the assigned region

● (IR_13910) The "Rank" dates were duplicated on the "Waiver Waitlist Management" page
The duplicate "Rank" dates are not displayed on the page

● (IR-13846) "Alerts" was not displaying a scroll bar, when entries exceed the height of the tile, and appeared after "Maximize" and "Restore"
Resolves an issue with the scroll bar on the "Alerts" tile

● (IR-13841) The "Help Link" on the "Monthly Contact" tile opened the page on the same tab
Resolves an issue to open the "Monthly Contact" information within the "User Guide" on a separate tab

● (IR-13285) There was an issue observed with the "Unassigned" row showing for participants on the "Support Staff History" grid even after it was assigned to a Support Coordinator
Resolves an issue to display the "Unassigned" row on the "Support Staff History" grid, if left unassigned to a Support Coordinator for a day or more

● (IR-13919) The "Export in CSV" option on the "Evaluations" tile was displaying the HTML tag for the "Service(s)" column
Resolves an issue to display the required details in the Service(s) column with the CSV format for the "Evaluations" tile

Known Issues

● (IR-13967) For initial plans in iRecord, the Assessment document does not load in the "Review Assessment" pop-up, enabled by the button on the "Document Review" tile
Workaround
The user must select the appropriate "View Document" option on the "Assessments" tile before proceeding to "Review Assessment" on the "Document Review" tile

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.89

02/22/2021

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-13763) "User Profile Management" duty

Enhancements

● (IR-13650) "DSP Service" Bucket (or Component) removal on "Plan Info" for newly generated plans, effective February 23, 2021
For more information, refer to "Plan Info Update - DSP Bucket Removal" training document

● (IR-13291 & IR-13292) The "Document Review" tile has been updated to view the document and select the check box within the "Review Assessment" or "Review PCPT" pop-up, which appears when a user clicks the appropriate button
For more information, refer to iRecord User Guide > Participant Record > Plans > Actions > Document Review

● (IR-13724) "Last MMT Upload Date" added to columns for the "Search" grid; MMT refers to the Monthly Monitoring Tool

● (IR-13754) The "Fair Hearing Letter" on "Final Denial" of a service provided by a Self-Directed Employee (SDE) now includes the service name within the contents of the letter

● (IR-13320 & IR-13330) For "Reach Letter Participants" and "Rank Letter Participants" on the "Waiver Waitlist Management" page, there is a distinction between the availability of the mailing address and the email address of the participants, and "Send Letter" displays the available option; the red asterisk includes a tooltip status message for the unavailability of either address or both

● (IR-13733) "Plan ID" replaces "Plan Version" through iRecord

● (IR-13739) The "Title" field on the "Name" tile has been re-sized to display the complete entry (without an ellipsis)

● (IR-13765) On the "User Duty Management" page, the assigned duties display with the check box selected for a user

Fixes

● (IR-9637) The individuals that are assigned to an SC Agency were not being reflected accurately on the county map for a few participants
The individuals assigned from a county, as viewed from the map when the user clicks on the SC Agency, reflects the participant's current county; this issue was resolved for the majority of the affected participants previously, and now makes the correction for the few remaining participants

● (IR-13747) The "Email Service Detail" menu option for a service was unavailable when the "Provider" of the service was "Public Partnerships, LLC"
Resolves an issue with the option not being available for a service with the aforementioned provider

● (IR-13803) A user assigned with the "Retro" duty was unable to add or edit the appropriate service
Resolves an issue with the "Save" button being unavailable, when adding or editing a service, for the user

● (IR-13802) There was an issue in the NJISP, which resulted in blank pages for certain participants
The blank pages in the NJISP for certain participants have been resolved by updating the page layout of the report

● (IR-13265) When a user deactivated a contact, iRecord refreshes the page to display the first contact, and the "More Info" tile for that contact did not include the appropriate details
Resolves an issue to refresh the page and "More Info" tile for the appropriate contact after deactivating a contact

● (IR-13781) When an evaluation was denied and the "Save Fair Hearing Letter" check box was not selected, the note saved was not being shown for the appropriate entry on the "Notes" grid
The notes entered is now displayed for the entry of the aforementioned case on "Notes"

● (IR-13583) "Search User" on the "User Profile Management" page was unavailable for a user with the IE-11 (Internet Explorer) browser
Resolves an issue of the "Search User" feature not loading when a user is in iRecord with the IE-11 browser

● (IR-13520) A "Page Unresponsive" dialog was being displayed with the "Copy" feature on the "Search" grid, when the number of entries exceeded a certain number
Resolves the issue by setting a limit to the number of entries for the "Copy" feature to be enabled on the "Search" grid; "Copy" will be disabled when the entries exceed the limit, which does not affect most roles

● (IR-13720) Resolves the issue of the appropriate permissions for the controls in iRecord provided for a user assigned with the "State Management" duty

● (IR-13804) The details on certain grids were not responsive to single tile width devices
Resolves the responsiveness issue of the grids for the following tiles:

• SC Agency Assignment History

• Support Staff History

• SCA Claims

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.88

01/28/2021

This release includes enhancements and bug fixes.

Enhancements

● (IR-13198) "Fair Hearing Letter" for a denied service evaluation
For more information, refer to the "Fair Hearing Letter" section in iRecord User Guide > Participant Record > Tools > Evaluations

● (IR-13737) The user has the option to update the "Employment-related outcome" check box after the start of a service

● (IR-13667 & IR-13668) The participant, guardian(s) and Support Coordinator receives an email notification of a participant's change in Tier either due to Reassessment or an Override

● (IR-13622) "Goods and Services" sub-category is now displayed in the Fair Hearing Letter with "Service Not Approved - Final Denial"

● (IR-13670) The "State" and "Country" fields through iRecord display, by default, New Jersey and United State of America, respectively

● (IR-13666) A staff assigned with the appropriate duty is the only user that has the option to add or edit "Preferences" (on User Profile Management) for another user

● (IR-13268 & IR-13269) The "Filter" option for the "Reach Letter Date" has been updated from a date range to the actual dates for the individuals on the "Waiver Waitlist Management" grid in the "Open" and "Closed" status

● (IR-13671) "Send Email To" for "Guardian History" has the options for the participant and current guardian, if a valid email address has been provided

Fixes

● (IR-13726) There was a discrepancy observed with the number of "Total Units" calculated for a "Full Term" service, either with the selection of the "Full Term" check box or by entering the appropriate units
Resolves an issue, which was due to an incorrect date conversion, to calculate the total number of units to 365 for the appropriate "Full Term" service

● (IR-13508) The user was unable to clear all filter criteria on the "Search" grid
Resolves the issue of the user being unable to use the "Clear Filter" button on the "Search" grid

● (IR-13617) The "Evaluations" tile displayed the abbreviated names for the "Service(s)" column
Hover over "Service(s)" on "Evaluations" to now view the service name(s) on a tooltip

● (IR-13654) The "Help Link" was not being displayed on the "Quick Search" tile, when clicked from the Dashboard
Resolves the aforementioned issue on the "Quick Search" tile

● (IR-13665) The "Save" button, when adding or editing a service, was being displayed for a user assigned with the "Provider Search - View Only" duty with the VO-TS role
The "Save" button is unavailable for users that do not have the permission to add or edit a service

● (IR-13399) The "Edit" button for the phone number was being displayed for the SC and SCS, when viewed through "Support Staff History"
The phone number is view only and the edit button is now unavailable from "Support Staff History"

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.87

01/06/2021

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 01/01/2021) (IR-13221) FY2021 DSP Wage Increase

● (IR-13234) The "Speciality" field on the "Additional Specialist(s)" tile includes new options, which are:

• Orthopedist

• Physiatrist

● (IR-13290) "Medication" or "Allergies" tile updated by either a user from the Support Coordination Agency or the Bureau of Guardianship Services (BGS) for a participant sends out a notification email to the user(s) from the other unit of this change; the notification emails are limited to the Support Coordinator, BGS Guardian and BGS Chief
Example: Adding a new allergy for a participant by the BGS Guardian sends a notification email to the Support Coordinator and BGS Chief

● (IR-13433) The user has the option to delete a profile picture, when uploaded

● (IR-13303) The "Plan Ver #" column on "Notes" has been updated to "Plan ID"

● (IR-13425) The options for "Recommended Address" in iRecord, when entering an address, also displays addresses with a different ZIP+4 Code

● (IR-13475) The menu options on the "Support Coordination" tile are now available for a user assigned with the "SC Agency Assignment" or "SC Agency Reassignment" duty

● (IR-13424) "Active Plan Due Date" column display blank for an "Approved" plan on the "Search" tile

● (IR-13316) The "Help Link" has been added to "Quick Search" and the "User Profile Management" page

Fixes

● (Fix on 12/15/2020) (IR-13565) For a few individuals, the NJISP was not displaying few pages
Resolves the issue of the blank pages on an individual's NJISP

● (IR-13486) The "Age" for a deceased participant was being displayed incorrectly on the "Search" grid, which was calculated based on the "Closed Date"
Resolves the issue of the age calculation on "Search" for a deceased participant

● (IR-13529) An incorrect COVID-19 case note was generated with a change in the participant's status to "Close/ Voluntary Discharge"
Updates iRecord to display the appropriate case note for the aforementioned change in a participant's status

● (IR-13577) "Roles" on "User Profile Management" was not working correctly, with certain roles of a user (multiple roles) not being displayed
Resolves an issue to display all roles of multi-role user and reflects the details of the "Roles" selection on the page

● (IR-13483) The notes on the "Behavior/Sensory Needs" tile crops the start of the text
Resolves the issue to view the note with an appropriate margin at the start of the text on the tile

● (IR-13632) "Export in CSV" from "Guardian History" did not display the appropriate details on the grid
The details on the grid reflects on the file in the CSV format

● (IR-13610) "Export in CSV" was unresponsive on the "Search" tile when the search criteria included many individuals and all columns were selected to show their details
Resolves an issue to view all details for an agency (or other search criteria) from the "Search" grid in the CSV format

● (IR-13478) For the FI-related roles, "Program" was not being displayed as a default column on the "Search" grid
"Program" is a default column on "Search" for all roles

● (IR-13596) The WAC role was unable to edit or delete a "Preferred Hospital" of a participant
Updates the configuration for the WAC role to update or edit the details on the "Preferred Hospital" tile

● (IR-13595) The "Edit" button was enabled for the SC-VO role on the "Religious/Cultural Information" tile
Updates the configuration of the SC-VO role to disallow edit on the tile

● (IR-13566 & IR-13567) On the Mozilla Firefox browser, the Maximize button on the "Documents" and "Notes" grid resulted in an unresponsive page
Resolves the Maximize button issue on the Firefox browser for "Documents" and "Notes"

Known Issues

● (IR-13644) The default image on a profile picture does not display the "Upload Image" button (camera icon)

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.86

12/14/2020

This release includes new features, enhancements and bug fixes.

New Features

● (IR-12292) Help Link on tiles

● (IR-13094) "Search User" on User Profile Management
For more information, refer to iRecord User Guide > User Profile Management > Quick Info of User

Enhancements

● (IR-13210) iRecord has been updated to remove its dependency on "Adobe Flash Player"

● (IR-12795) "Help Link" for "Preferences"
For more information, refer to iRecord User Guide > User Profile Management > Preferences

● (IR-13436) For "Safety & Supports" and "Health & Nutrition" tabs, the tiles that require the edit button to read the complete notes of an entry has an additional option of viewing it on a tooltip (hover over ellipsis)

● (IR-13352) For "Service Not Approved" and the "Final Denial" option, the maximum limit for the characters in the "Other Reason" field has been increased to 500

● (IR-13040) The "Provider Contact Name" entered for a "Provider/Service Provider" on the "Planning Team" is also displayed on the NJISP

● (IR-13359) "Export in PDF" is now available through "Print" for the results on the "Search" tile

● (IR-13417 & IR-13418 & IR-13419) The Transition Case Manager displayed on the Waiver Waitlist Management page is displayed in the "Last Name, First Name" format

● (IR-12894) Displays a long name with an ellipsis so that the role is not hidden for the logged in user

● (IR-13481) "Upload New NJISP" on the "Plan Signature" tile displays the same header on the pop-up

Fixes

● (IR-12525) The revision of a CCP Transition plan was not being saved in Notes
When a CCP Transition plan has been revised, a new CCP plan is generated and this is reflected in the Plan Notes

● (IR-13430) FI, SFI and FI-VO had access to the details of the newly introduced columns on the "Search" tile
Active Plan Due Date, Active Plan Start Date and Active Plan Status columns are not available for the aforementioned roles on "Search"

● (IR-13232) The "Assign" button on "SWAC Agency Assignment" was available for the user after a case was assigned and a success message was displayed without a selection
The button is unavailable for a user when there has been no selection from the grid on the "SWAC Management" page

● (IR-13358) When a user entered an ineligible participant in the "Add Participant to Waiver Waitlist" on the "Waiver Waitlist Management" page, the message displayed was "Adding undefined to Waiver Waitllist failed"
The field is validated for the user to select an eligible participant on the "Add Participant to Waiver Waitlist" pop-up

● (IR-13431) A search criteria entered for narrowing the results on a grid ("Management" pages in iRecord) remained in place after a page refresh, which was not necessarily applied to the grid, from another action performed on the page
Resolves an issue on the "Management" pages in iRecord to clear the search criteria when a page has been refreshed

● (IR-13343) On verification of all pharmacies on the "Pending Verifications" page, the page was not reloading to display that all pharmacies have been verified
Resolves an issue to display the appropriate message on the grid after verification of pharmacies

● (IR-13461) The column headers were being displayed on the "Assessment" tile for a participant that did not have an assessment
The "Assessment" tile displays "No Assessment Available" and nothing else, when no assessment has been performed for the participant

● (IR-13299) On the "Mozilla Firefox" browser, the "Export in CSV" feature was unavailable for the user
Resolves an issue to export the grid details to a file in CSV format with the Firefox browser

● (IR-13287 & IR-13288) Resolves cosmetic issues observed for "Participants Served" on "Provider Search"

Known Issues

● (IR-13577) "Roles Navigation" on "User Profile Management" does not appear to be working correctly at this time, and selecting a role here is not being reflected on the page

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.85

11/23/2020

This release includes enhancements and bug fixes.

Enhancements

● (IR-13305) The columns on the "Search" grid have been updated to include:

• Active Plan Due Date

• Active Plan Start Date

• Active Plan Status

For more information, refer to the "FAQs & Tutorials" in the User Guide

● (IR-13304) The columns displayed on the "Search" grid, except the default, are grouped better to view similar or linked items together

● (IR-13355) The following column names have been updated on the "Search" grid:

• "Current Plan Expended" replaces "Active Plan Expended"

• "SC Agency Assignment Date" replaces "Last SC Agency Assignment Date"

• "Assessment Date" replaces "Last Assessment Date"

● (IR-13185) The "Annual Reports Action" tile is now available for the appropriate BGS users now has the option to print a draft annual report; the report displays a "DRAFT" watermark for all statuses other than "Approved"

● (IR-12840) The "User Profile Management" page adds the "Address" tile to the "Basic Info" tab

● (IR-13277) "Assign" button for assigning a Transition Case Manager on the "Waiver Waitlist Management" page for participants reached (displays a "Reach Letter Date") and in the "Open" status

● (IR-13270 & IR-13271) "Add Participant to Waiver Waitlist" and "Edit Participant Waiver Waitlist" removes the field for the "Transition Case Manager"

Fixes

● (Fix on 11/05/2020) (IR-13318) "Guardianship" on the NJISP displayed the same phone number and email for both the guardians
Resolves the issue of displaying the phone number and email of one of the guardians for both on the NJISP

● (Fix on 11/05/2020) (IR-13299) The "Print" feature for "Rank Letter Participants" and "Reach Letter Participants" on the "Waiver Waitlist Management" page was unavailable for the user
Resolves an issue to print a report with the selected participants on the two aforementioned grids

● (IR-13299) The "Export in CSV" feature for "Rank Letter Participants" and "Reach Letter Participants" on the "Waiver Waitlist Management" page was unavailable for the user
Resolves an issue to export the grid details to a file CSV format for the two aforementioned grids

● (IR-13282) The Mozilla Firefox browser was not displaying the "Clear Filters" icon on the "Support Coordination Management" and "SWAC Management" pages
Resolves an issue with the icon for clearing a filter not displaying in the aforementioned pages with the Firefox browser

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.84

10/28/2020

This release includes new features, enhancements and bug fixes.

New Features

● (IR-12634) "Preferences" on the "User Profile Management" page
For more information, refer to the "Preferences" training document

● (IR-13090) Unverified Legal Guardian
For more information, refer to the "Unverified Legal Guardian" training document

● (IR-13140) "Provider Search - View Only" duty

Enhancements

● (IR-13217 & IR-13174) "Deactivate Contact" displays the removal of the following attributes of a contact, if applicable:

• HIPAA

• Legal Guardian

• Power of Attorney

● (IR-13187) The character count for "Notes" on all tiles of the "Annual Reports" page has been increased to 2500, from the existing 1000

● (IR-12976) The selection of a check box on a grid is independent to the "Filter" feature; for example, selection of a check box with the filter criteria will be retained after clearing the filter

● (IR-13167 & IR-13168) "Rank Letter Participants" and "Reach Letter Participants" highlight the mailing address not available for a participant or guardian with a red asterisk adjacent to the "Participant ID" on the grid; hover over to view the message

● (IR-13103) The Reach Letter displays "Mailing address not available." when the information has not been provided or entered

● (IR-12970) The NJISP report has been updated for a better presentation of the first page and Outcomes

Fixes

● (Fix on 11/05/2020) (IR-12609) An update to the "Voting" information was not being reflected on the NJISP for the appropriate plan
With an update to the "Voting" tile from the previous patch, the voting information needs to be updated for each plan term and this is then captured appropriately in the NJISP

● (IR-13242) A user assigned with the "Retro" duty was able to update the end date of a service, when this date was in the future
Edit of the "End Date" of a service, which is not in the past, is only permitted for the Support Coordinator of a participant, and disabled for the "Retro" duty

● (IR-13237) There was an issue observed that allowed a user to access the "On Call Schedule Management" page
Addresses the issue of accessing this page after being logged in through the URL, without the appropriate permission

● (IR-12867 & IR-13205) The "Diagnosis" of a participant on the NJISP and SDR was not displaying "Secondary" completely, when extended beyond a single line
Resolves the issue of displaying the complete secondary diagnosis, as shown in iRecord, on the NJISP and SDR

● (IR-13078) The email with the attached "Reach Letter" was sent to the participant and cc'ed to the guardians
The process of sending the reach letter must include separate emails for each person, which includes the mailing address, when available

● (IR-13193) The user was unable to print a report on the "Waiver Waitlist Management page in the "Open" and the "Closed" status
Resolves the "Print" issue with the selection of participants on the grid, both in the "Open" or "Closed" status

● (IR-13127) Hover over a name with an ellipsis did not display it on the "Name" tile of the "User Profile Management" page
The tooltip message displays the name, when an ellipsis is shown

● (IR-13179) On the "New Specialist Info" pop-up, the user entering an address without the city and not found on the USPS dictionary was being saved
It is mandatory to enter the "City" for the specialist on the "Additional Specialist(s)" tile, even for addresses not found in the USPS dictionary

● (IR-13192) "Clear Filters" for a filter criteria on the "Guardian Management" grid had not restored it to the page default
"Clear Filters" renews the tile and reverts to the default grid

● (IR-13196, IR-13197 & IR-13209) Resolves the issue of the appropriate permissions for the controls in iRecord provided for the following duties:

• DC Supervisor

• DC

• Verify Death Report

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.83

10/06/2020

This release includes enhancements and bug fixes.

Enhancements

● (IR-13082) The SC and the SCS from the Support Coordination Agency of a participant can now view or download any additional document uploaded by the State staff from "Documents" for "Fair Hearing" on "Final Denial" of the service, using the selection "FairHearing-FinalDenial-Additional" for "Type" on "Upload Document"

● (IR-12873) The "Filter" feature is now available for the grids on "Support Coordination Management" and "SWAC Management" pages

● (IR-13088) View "Rank Letter History" from the "Action" menu on "Waiver Waitlist Management"

● (IR-13115) The columns that display the "Rank on <date>" for the "Waiver Waitlist Management" have been updated to display the rank based on the calendar year, from the earlier fiscal year

Fixes

● (IR-13102) The VO-TS role had the option to delete a team member on the "Planning Team" tile
The team members on the "Planning Team" tile cannot be deleted by a user with the VO-TS role

● (IR-13076) The email with the attached "Rank Letter" was sent to the participant and cc'ed to the guardians
The process of sending the rank letter must include separate emails for each person, and the letter displays their mailing address

● (IR-13027) The SWAC "Due-List" displayed duplicate line items for unassigned Waiver Assurance Coordinators (WACs), and it was not possible to differentiate this line item from assigning an SC agency; assigning an SC agency or a WAC displayed "Assign SWAC" in the "Action Required" column of the "Due-List"
Resolves duplicate line items being displayed for assigning a WAC to a SWAC; "Assign Agency" and "Assign WAC" are displayed in the "Action Required" column on the SWAC "Due-List" for assigning agency(s) and WAC(s), respectively

● (IR-13025) The user was not being redirected to the "SWAC Management" page from an "Assign SWAC" due-list line item
Resolves any issues of redirection from the SWAC "Due-List" for the aforementioned line item, which is now replaced

● (IR-13075) The redirection from the SC Due-List for "Update Residential History Date Ranges" was to the "Plans" tab
Resolves the issue of redirection for this line item, which is the "Personal" tab on "Demographics"

● (IR-13069) The "Participants Served" tile was not displaying the "Maximize" and "Minimize" buttons
The "Maximize" and "Minimize" buttons are now available on the tile

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.82

09/15/2020

This release includes new features, enhancements and bug fixes.

New Features

● (IR-12634) User Profile Management
For more information, refer to the "User Profile Management" training document

● (IR-12857) Participants Served
For more information, refer to iRecord User Guide > Provider Search > Participants Served

● (IR-12856) "Provider Search Supervisor" duty

● (IR-11380) "Inactive Waiver" duty

Enhancements

● (IR-12875) "Undesignated" replaces "Not Specified" among the options for "Gender" of a participant or a contact; "Undesignated" also includes a separate default profile picture

● (IR-9764) View a "Due-List" line item for the Support Coordinator for a participant who has a gap in the residential address

● (IR-12983) The option to "Inactive" a contact has been removed from "Contact Attributes" and added as "Deactivate Contact" icon on the "Contacts" tile, otherwise known as contacts navigation

● (IR-12975) A new indicator is displayed on the check box of the header of the "Waiver Waitlist Management" and "Guardian Management" pages with the selection of one or more grid results

● (IR-12976) The "Waiver Waitlist Management" page includes a new process for using the select check box feature on the grid results; this allows a user to retain a selection of filtered results, even after an update to the filter

● (IR-12828) "View Reach Letter Participants" display participants who meet the following criteria:

• Priority Waitlist

• With Projected Rank

• With no Reached Letter date

• Age over 21

● (IR-12962) When mailing address is not available for a Waiver Waitlist participant and guardians, the Rank Letter will then display "Not Available" for the mailing address

● (IR-12849) For the "Guardian Management" page, there is a "Default View" button on the top right of the tile, which appears when a user selects another region, for the default grid of the user

● (IR-13011) The "Support Coordination Management" page does not display an SC Agency that is no longer active, which is only applicable for a State staff assigned with the appropriate duty

Fixes

● (IR-12499) Support Coordinator (SC) and Support Coordinator Supervisor (SCS) were not displayed as options in the "Relationship" drop down on the "Planning Team" tile, when there is another contact with the same name as an SC/SCS from the SC Agency of the participant
The two options are now not available for "Relationship" on the "Planning Team" tile unless there is such a contact or a contact with a name identical to the SC or the SCS from the Support Coordination Agency

● (IR-12847) With a change of the "Assessment Informant" of a participant, the system note did not display the name of the person who was removed
Resolves the issue to display the name of the person removed as the "Assessment Informant" in the system note

● (IR-13017) On the "Waiver Waitlist Management" page, the "Effective Date" criteria did not filter the results when there was a previous selection on the same filter option
Resolves any issue for a new criteria with an existing filtered criteria for the "Effective Date" option on the "Waiver Waitlist Management"

● (IR-12607) The "Search" within the "Filter" of a grid was having an issue of it being closed when the user entered a two or more characters
Resolves an issue with the closing of the "Filter" options with the entry of characters within the text box

● (IR-13006 & IR-13057) The VO-TS role had the option to delete or stop a service
Resolves the issue of VO-TS permission for deleting or stopping a service; the VO-TS role has the option to "Delete Service" or "Stop Service" and view the confirmation dialog, but not save the confirmation

● (IR-12918) Resolves the issue of the appropriate permissions for the controls in iRecord provided for a user assigned with the "Service Evaluation" duty

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.81

08/24/2020

This release includes enhancements and bug fixes.

Enhancements

● (IR-12855) Review-To-Inactive (RI) plan status is not displayed on the "Change Plan Status" tile for a plan that was never approved, when the participant enrolls in a program

● (IR-12378) The Support Coordinator appears in the "Planning Team" tile, by default when available, with the generation of a plan

● (IR-12498) The Support Coordinator and the Support Coordination Supervisor phone numbers are available on the "Planning Team" tile and the user no longer has the option to enter a phone number; the phone numbers must be updated by the appropriate user from the "Support Coordination" tile

● (IR-12499) The user does not have the option to add a Support Coordinator (SC) or Support Coordination Supervisor (SCS) directly from the "Planning Team" tile, without the person being saved as a participant's contact or listed as SC/SCS in iRecord for the participant's SC Agency

● (IR-12500) The phone number cannot be entered on the "Planning Team" tile for a contact, SC/SCS or service provider associated to a participant in a plan, and the user must select from one of the provided numbers; it is possible to add a team member (all contacts except SC/SCS), not listed for the participant's plan in iRecord, and enter a phone number directly in the "Planning Team" tile

● (IR-12501) There is an optional "Provider Contact Name" field on the "Planning Team" tile with the selection of "Provider" or "Service Provider for the "Relationship" field

● (IR-11928 & IR-12353) Edit of a team member on the "Planning Team" tile is now available, the user has the option to change the selection of the phone number for a contact, SC/SCS or service provider saved in iRecord; an edit to the phone number must take place on the appropriate tile, and the updated number displays for the team member on the "Planning Team" tile when the plan is in W or RV status

● (IR-12830 & IR-12853) On the "Pathway Assessment" tile, the check for validation of an error message has been updated to reflect the status on an update of the required field(s), which was previously on the "Save" button

Fixes

● (IR-12648) Hover over "Code" for a service was not displaying the modifier, or the appropriate identifier for the service
Resolves the issue to view on a tooltip the appropriate identifier for the procedure code of a service

● (IR-12827, IR-12811, IR-12851 & IR-12852) Resolves the issue of the appropriate permissions to the controls in iRecord provided for the following duties:

• Wait List

• Wait List Supervisor

• CDU Director

• Retro

● (IR-11863) With Internet Explorer (IE), the user is unable to select from the "Relationship" drop-down for the "Planning Team" for a team member, who is not saved in iRecord for that participant
Resolves an issue with the "Relationship" field on the "Planning Team" tile during the addition of a team member with the IE browser

● (IR-12708) The "Override" option on the "Assessments" tile had an issue with the deletion of the notes entered when the user clicked outside the pop-up
Resolves an issue with the deletion of notes at the confirmation dialog of closing without saving for the aforementioned pop-up

Known Issues

● (IR-12499) Support Coordinator and Support Coordinator Supervisor are not displayed as options in the "Relationship" drop down on the "Planning Team" tile, when there is another contact with the same name as an SC/SCS from the SC Agency of the participant

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.80

08/03/2020

This release includes enhancements and bug fixes.

Enhancements

● (IR-12359 & IR-12360) Power of Attorney
For more information, refer to the "Power of Attorney" training document

● (IR-12506) "Emergency Contact" and the priority, when applicable, determines the order shown in "Guardianship" on the NJISP

● (IR-12721) "Contact Type" is a requisite to update the details on the "Contact Attributes" tile, except to make the contact "Inactive"

● (IR-12726) An action performed on a grid, such as "View/Download" on "Documents", the grid remains within the same set of results (or page); previously, any action performed defaulted the grid to the first set of results

● (IR-12718) "Active Cases" and "Inactive Cases" are displayed in the drop-down list for "Deactivate User" on the "SWAC Management" page

● (IR-12653) Navigate to a set of results through grid pagination is available for the grids in the "Expenditure" menu option for the appropriate service

Fixes

● (IR-12593) An update to "Health Hazards/Concerns" or "Self-Care" details was not being reflected on the "Participant" tile litmus, when applicable, without a page refresh
An edit of the required details on "Demographics" updates the litmus on the "Participant" tile, when the user saves the information on the tile

● (IR-12801) There was an issue observed with the "Bureau of Guardianship Services" contact of a participant, who was made "Inactive" through the "Contact Attributes" tile, was displaying in iRecord the next day
Resolves the issue of the contact being added to the "Contact" tab after changing the contact to the "Inactive" status

● (IR-12724) The NJISP report of an approved CCP Transition plan was being updated when a user started entering information in iRecord for "Health & Nutrition", "Safety & Supports" or "Employment" after the approval of the plan
An update to the aforementioned tabs is not reflected in the NJISP report of an approved CCP Transition plan after plan approval

● (IR-12597) The Support Coordinator (SC) had the option to update the phone number of another SC from the same agency
Resolves the issue of the user logged in as the SC having the option to update the phone number of another SC from the same agency

● (IR-12722) For a user assigned with "CDU Director" duty, "Title" and "A.K.A." field on the "Name" tile as well as the "Ext #" field for the work phone was available on the "Contact" tab
The aforementioned are view-only fields for a user assigned with the "CDU Director" duty

● (IR-12601) The "Eval. Vendor" drop-down on the "Evaluation Details" was displaying an error for the options
Resolves an issue with "Eval. Vendor" field for listing the saved options available during the edit of a pending evaluation

● (IR-12673) The "Start Date" was editable for a message on the "Message of the Day" tile on the same day
The user has an option to edit provided the date entered in this field is in the future, not for the past or the present

● (IR-12723) The "Emergency Contact" tile for the VO-TS role displayed the requirement to enter a contact number and provide the contact type even when these details are available
The required condition is not shown on the "Emergency Contact" tile when the appropriate information has been provided

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-11863) With Internet Explorer (IE), the user is unable to select from the "Relationship" drop-down for the "Planning Team" for a team member who is not a contact of the participant in iRecord
Workaround
Chrome browser is recommended to add team members, who are not contacts of the participant in iRecord, on the "Planning Team" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.79

07/13/2020

This release includes enhancements and bug fixes.

Enhancements

● (IR-12547) It is required for a contact to have a "Contact Type" selection, along with a contact number, for the person to be an emergency contact of the participant

● (IR-12392) The "Contact Validation Exceptions" report, which is on the due-list of a Support Coordinator (SC), is now available for all Support Coordination Supervisors from the same agency; previously, the designated supervisor of the SC had the option to view the report, and not the others

● (IR-12655) The "Send Referral" option on the "Tools" menu is available for any participant assigned to a Support Coordination Agency

● (IR-11598) The option to upload a file is now available in iRecord through the "Upload" control, which is displayed whenever a file has to be uploaded; when a certain type of file has to be uploaded, then the "Upload" control displays it, such as "Upload Doctor's Script"

● (IR-12351) The control for a drop-down list with check boxes has been updated to provide the user with the option to search for a selection

● (IR-12622) The format and content of the "Waiver Waitlist Rank Letter" sent out via email has been updated

● (IR-12552 & IR-12553) Tooltip messaging has been updated and displays, when needed (icon buttons or the information includes an ellipsis); it is no longer displayed when the information is full and complete on iRecord

● (IR-12584) For the "Guardian Management" page, the grid does not display "Unassigned" when there are no such cases

● (IR-12585) The "Active Cases" count is displayed for "Unassigned" on the "Guardian Management" page

Fixes

● (Fix on 07/08/2020) (IR-12609) An update to the "Voting" information was not being reflected on the NJISP for the appropriate plan
With an update to the "Voting" tile from the previous patch, the voting information needs to be updated for each plan term and this is then captured appropriately in the NJISP

● (IR-12568 & IR-12626) During disenrollment or with a change in plan status from "Approved (A)" to Review-To-Inactive (RI)" for a participant, the members were being deleted from the "Planning Team" tile
Resolves the issue of a blank "Planning Team" tile for the aforementioned cases

● (IR-12492) The SC-VO and VO-TS roles were unable to email the report for the "Waiver and Medicaid History"
"Send Waiver and Medicaid History Report" is available for these users to send an email to one or more of the listed options

● (IR-12605) The user was unable to view "Medications with Dosages" detail on the "Annual Reports"
Resolves an issue for certain participants on the "Annual Reports" page to open the "View Health" pop-up for the "Medications with Dosages" detail

● (IR-12512) The user was unable to delete and leave the field blank after the selection of an option for the "Ethnicity" field on the "Race/Ethnicity" tile
The user can now remove the selection using the clear control within the field

● (IR-12600) For the "Mozilla Firefox" browser, the user was unable to open and view "Guardian History"
Resolves the issue of viewing "Guardian History" for the "Mozilla Firefox" browser

● (IR-12406) "Disenroll" removed the participant's name from the current version of the "PCPT" report
Resolves an issue with the participant information being deleted from the PCPT report, during disenrollment

● (IR-12577) "Replace Doc" option on the "Documents" page for the appropriate documents was displaying a confirmation when the user updated the name of the existing file by changing it within the field and not uploading a new file
Resolves the aforementioned issue by not allowing the user to update the name within the "Upload" field during the replacement of a document

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.78

06/23/2020

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-12356) "Power of Attorney" added to the "Contact Attributes" tile
For more information, refer to the "Power of Attorney" training document

Enhancements

● (IR-12254 & IR-12255) The "Voting" tile has been redesigned to update voting information for a new plan (includes annual plans) of a participant; the "Change Plan Status" litmus indicates for the user to either update or save the voting information again for a new plan

● (IR-12262) For the "Dietary" tile, it is required to include an entry for Food Prep (Diet) or Food Prep (Liquids), when the other has been entered; if the user enters Food Prep (Diet) and not Food Prep (Liquids) or the other way around, the litmus indicators on the "Participant" and "Change Plan Status" tiles display red

● (IR-12363) Service approval is required for an "Individual Supports" service with 15 minute unit type, irrespective of the budget type or provider, when there is another "Individual Supports" service of the daily unit type

● (IR-12429) The "End Date" for the Support Coordination Agency, when applicable, with the death, discharge or "Closed" status for a participant is the confirmation date of the participant's death

● (IR-12364) Rich Text Edit features are available during the addition or edit of an entry on the "Message of the Day" tile

● (IR-12421) An update has taken place in iRecord to only display the active providers of a service for the plan period

● (IR-12311) The pagination feature is now available on the "SCA Claims" grid, which is available through the menu on the "Support Coordination" tile

● (IR-12170) The "Cancel" adjacent to the "Save" button has been removed from the pop-ups and confirmation button has been removed from the pop-ups and confirmation messages through iRecord; close the pop-up or confirmation message using the "Close" icon

● (IR-12333) The "Contact Exception" report, which appears on the "Due-List" for the SC to correct contact data, removes the exception for an email entered as "noemail@dhs.state.nj.us"

Fixes

● (IR-12462) The "Change Plan Status" litmus displayed an incorrect "PMPM does not cover full duration of FI service(s) with Easter Seals Financial Management as the FI" for a few services, with the addition of a PMPM service for the correct period
The issue has been resolved and the condition no longer displays on the "Change Plan Status" litmus after the appropriate PMPM service has been added

● (IR-12431) There was a discrepancy in the count between the "Caseload Report" and "Caseload Management" on the "Support Coordination Management" page
Resolves the issue to display the case count correctly on the "Caseload Report", available on the Dashboard for the SC and SCS, and the "Caseload Management" details, displayed for the SCS

● (IR-12317 & IR-12318) The "NJISP" check box on the "Edit Legal Guardian" and "Edit Specialist Info" were having issues with its selection or clear for a person to be added or removed from the NJISP
Updating a contact or a specialist to the NJISP through the respective check box has been resolved

● (IR-12342) On the "Support Staff History" pop-up, the "End Date" was not being updated correctly for the SCS
Resolves an issue to update the "End Date" for the SCS on the grid after the participant has been removed from the SC Agency, or reassignment of the SC to another SCS

● (IR-12379) The "Save" button was available for the VO-TS role during "Disenroll"
The "Save" button is unavailable on the confirmation message when a user with the VO-TS role attempts to disenroll a participant

● (IR-12352) The user was unable to clear the "End Date" field after it was provided during the add or edit for message of the day; there was no validation on the "End Date" field to check whether the end date entered was before the start date
Resolves issues with the "End Date" field for the "Message of the Day" tile

● (IR-12416 & IR-12395) The default picture was not being displayed, when the user clicks the person on the "Support Staff History" pop-up, and a picture uploaded for one appeared for all staff, listed in the grid
Resolves the issue of the default profile picture for the support staff viewed through the "Support Staff History" grid

● (IR-12269) The user was unable to save a preferred pharmacy with a selection from the search results, and then navigating to the next or previous set of results
Resolves an issue on the preferred pharmacy search result selection, when a user saves and the selection does not appear on the pop-up's current set of search results

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.77

06/01/2020

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-8397) BGS - Annual Reports
For more information, refer to the "BGS - Annual Reports" training document

Enhancements

● (Enhancement on 05/22/2020) (IR-12281) Referral validation on the "Change Plan Status" litmus is ignored for Public Partnerships, LLC services that started before the initial referral for Easter Seals Financial Management

● (Enhancement on 05/22/2020) (IR-12249) For overlap of Fiscal Intermediary (FI) services, an enhancement has been made to ensure that the Fiscal Intermediary has been active during a given duration

● (IR-12224) "Easter Seals Financial Management" is an option on "Send Referral" for participants in the cohort list
The participant needs to be added to our internal table before demographic info gets send to Easter Seals; DDD Business informs IT before Referral is initiated by SC

● (IR-11719) Disenrollment has been enhanced to take into account the Approved-to-Inactive (AI) status

● (IR-12001 & IR-12067) Disenrollment does not update plans that ended before the disenrolled date, and updates the related details and events through the application

● (IR-12100) The "Dietary" tile introduces "Mealtime Supervision" selection for the "Type of Dietary Need" drop-down

● (IR-12256) The "Legal Guardian" selected to be displayed on the NJISP also shows the "Contact Type"

● (IR-11848) With the generation of a plan for a participant, the "Planning Team" tile displays the participant as "Self" by default

● (IR-11784) The grids in iRecord have the option to navigate to a set of results through the pagination option provided at the right bottom

● (IR-12041) On the "Send Plan" tile, hover over "Send Plan To" drop-down selection adds email address to the tooltip message, which helps in identifying the same provider with a separate email address at a location

● (IR-12076) The "Year" drop-down for the calendar control has been standardized through iRecord

● (IR-12244) The "Select Reach Letter Participants" pop-up includes a validation to enter numbers that are acceptable and also displays the appropriate error message

● (IR-11772) A removal of the "Legal Guardian" status on the "Contact Attribute" tile also clears the "Display on NJSIP" check box, when applicable

● (IR-12250) The "Message of the Day" tile has been updated with a selection of images and the "End Date" field is no longer mandatory

● (IR-11811 & IR-11813 & IR-12258) Resizing a browser window does not alter or reset controls, and this has been implemented across the application

● (IR-12170) The "Cancel" icon button has been removed from pop-ups; the user has to now click the "close" button to cancel an update

● (IR-12171 & IR-12172) All pop-ups in iRecord display a header and any confirmation required displays within the pop-up

Fixes

● (IR-12124 & IR-12153 & IR-12156) There were issues observed with the Guardian History grid and the report, such as, certain guardians were not being displayed and report consistency
Resolves all issues with the details of the "Legal Guardian" shown on "Guardian History" and the report

● (IR-12118) It was observed that the "SC Agency Assignment History" was not displaying a record for a participant recently assigned to an SC Agency
The "SC Agency Assignment History" displays all Support Coordination Agencies assigned for the participant, including the current assignment

● (IR-12246) On the "Waiver Waitlist Management" page, duplicate records were being displayed on the grid after rank or reach letter was being sent
Resolves the issue of duplicate records on the grid with the email of a rank or reach letter

● (IR-12219) When a participant has not been assigned to a case worker or a support coordinator for more than a day, the record was not being displayed on "Support Staff History"
Resolves the aforementioned issue of not being displayed within the "Support Staff History" grid

● (IR-12055) "Review Waitlist Request" button was available for a participant ineligible for the process
The "Review Waitlist Request" button on the "Waiver and Medicaid History" tile is only available for a participant that has submitted the waitlist request

● (IR-12257) "FI Management" was unavailable for the VO-TS role
Resolves the issue of the VO-TS role being unable to access the "FI Management" page

● (IR-12112) The total number of "Rank Letter" participants were being displayed incorrectly in the "Rank Letter" report
The total number of the appropriate participant displays accurately in the "Rank Letter" report

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.76

05/07/2020

This release includes bug fixes.

Fixes

● (IR-12194) "Plan status update failed." message was being shown during plan approval for plans with "Marked to Stop" and stopped services, and also with a previous plan that ended before the full term of the plan
The issue, which was being caused by the aforementioned for certain participants due to an incorrect over-obligated budget, has been resolved

● (IR-12190) There was an issue observed with the "Participant" tile status indicator when the "Home Phone" of the participant was not provided
Resolves an issue with the status indicator displaying red (tooltip message: "No Phone Number information available") for a participant with the entry of the "Cell Phone" and/or "Work Phone" number, when the "Home Phone" was not provided

● (IR-12125) "Print" for "Pharmacy(s) To Be Verified" and "Hospital(s) To Be Verified" was unavailable from the "Preferred Pharmacy" and "Preferred Hospital" tiles, and also from the "Pending Verifications" page
The "Print" feature is now available and the display of the details on the report is also consistent with other iRecord reports

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-11545) Resizing the browser window after the selection of an item on the "Management" pages disables the button for assignment or reassignment

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.75

04/21/2020

This release includes enhancements and bug fixes.

Enhancements

● (IR-11925) The "Enable Exception" option with the "Monthly Contact" tool is available for the SCS role

● (IR-11917) The "Add Notes" button (on the "Notes" page") introduces a new category known as "CI/CR - Correspondence Initiated/Received" notes for the appropriate users

● (IR-11815) "Service Description" is now mandatory during the addition or edit of any service

● (IR-5444) Automation for generation of the Per Member Per Month (PMPM) Prior Authorizations

● (IR-11686) The "Case Manager First Name" and "Case Manager Last Name" fields on the "Private Insurance" tile are not mandatory fields

● (IR-11784) The "Notes" grid provides the user the option to navigate to the appropriate set of records by entering a number, when applicable

● (IR-11809) The "Fair Hearing Letter" adds the name of the Support Coordination Agency at the bottom of the letter in the label "cc"

● (IR-12036) Hover over the "Legal Guardian" icon on the "Contacts" tile, which appears with the "Contacts" tab, displays the "Legal Guardian" tooltip message

● (IR-11982) Hyphenation is permitted for the "Member ID#" and "Group#" on the Administrative Service Organization (ASO), Managed Care Organization (MCO) and Private Insurance tiles; hyphen is the only permitted special character on these tiles

● (IR-11973) The link is not available for a "Provider" with a "Payment Source" of "Natural", "Generic" or "DVRS" within the "Service"

● (IR-11807) The header of the reports have been standardized across iRecord

Fixes

● (IR-12047) The "Fair Hearing Letter" was not showing the reason selected correctly and the signature had a person different from the State staff that confirmed the "Final Denial"
Resolves the aforementioned issues of the "Fair Hearing Letter"

● (IR-11693) The "Agency Name" field was not displaying for the "Add Team Member" or the "Edit Team Member" pop-up for the "Planning Team" tile; The duplicate names were deleted on the "Planning Team" tile when the plan is put in the Revision status, after plan approval
Resolves the issue of viewing the "Agency Name" field and deletion of the duplicate contact for the aforementioned scenario

● (IR-11994) The "Waiver Enrollment Date" was being displayed on the NJISP in the format DD/MM/YYYY
The format for the "Waiver Enrollment Date" displays as MM/DD/YYYY

● (IR-1894) The confirmation message was not being displayed for a contact when the "First Name" and "Last Name" entered matched a contact in the "Inactive" status
The user has the option to revert the status of an "Inactive" contact by adding a new contact and then entering the matching "First Name" and "Last Name"

● (IR-11797) "Edit Legal Guardian" was not saving the updated information, when the user did not upload a document
Resolves the issue for the user to edit the legal guardian details when it is not required to upload a document

● (IR-11896) The column headers for the "Supervisor" on the "Guardian History" pop-up, available from the "Contacts" tile on the "Contact" tab, displayed an issue when the guardian had more than one supervisor
Resolves the issue of the repeat of the column header for each supervisor on the "Guardian History" pop-up

● (IR-11736) The line items in the "Print On Call Schedule" report was not in the same order as the one selected on-the page
Resolves the issue to view the "Print On Call Schedule" report in the sort order selected by the user

● (IR-11861) The confirmation message on the "SWAC Switch" was not displaying the names of the users
Resolves the issue to view the name of the users on the confirmation message, which informs the user of the change of the SC Agency(s) and WAC(s) assigned to the SWAC has been switched to the other SWAC

● (IR-11888) With the Firefox browser, "Request New User" and "Deactivate User" buttons were unavailable on the "FI Management" tile
Resolves the issue of the display of the aforementioned buttons with the Firefox browser

● (IR-12020) When a user closes a pop-up without an update to the details using the close button or by clicking outside, a confirmation message appears displaying the user is attempting to close without saving
The confirmation dialog does not appear through iRecord when the user attempts to close without an update to the details within the pop-up

● (IR-9812) The autocomplete feature with search for a WAC role takes longer compared to the other roles
An update has been applied to display the search option for the WAC role within the same time-frame as the other roles.

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-11545) Resizing the browser window after the selection of an item on the "Management" pages disables the button for assignment or reassignment

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.74

02/28/2020

This release includes new features, enhancements and bug fixes.

New Features

● (IR-10538) Fair Hearing Letter, which is generated for the appropriate services on "Final Denial"

● (IR-11694 & IR-11695) Provider Performance Monitoring Unit (PPMU) duty

Enhancements

● (Enhancement on 02/24/2020) (IR-11724) "Send Referral" is not displayed on the "Tools" menu, and this is not required, for plans in the Interim program

● (IR-11693) Update to a contact on the "Planning Team" tile, who is also a "Contact" in iRecord, must take place from the "Contact" tab; a contact who has become "Inactive" will be removed from the "Planning Team" tile when the plan status is in W or RV status

● (IR-11469) For a participant with an approved plan in iRecord, an error message is displayed in CIS for a change in program, also known as an ALA Movement

● (IR-11690) "Legal Guardian" check box on the "Contact Attributes" tile has an enhancement that displays "Legal Guardian" text as a hyperlink, when the contact is a legal guardian of the participant

● (IR-11608 & IR-11702) "Edit Legal Guardian" pop-up, which is available through the "Legal Guardian" text hyperlink, has an NJISP check box on the right header; the user has the option to control the selection of the two Legal Guardians that appear on the NJISP

● (IR-11691) Clear the "Legal Guardian" check box to remove the legal guardianship of the contact

● (IR-11582) "Edit Specialist Info" pop-up has an NJISP check box on the right header; the user has the option to control the selection of the additional specialists for the NJISP

● (IR-11686) Administrative Service Organization (ASO), Managed Care Organization (MCO) and Private Insurance are re-designed and updated to include additional information within these tiles

● (IR-11468) The "Rank Letter Participants" page has been updated to accommodate a new process for the listing of the participants

● (IR-11472) "Send Rank Letter" has been updated to accommodate a new process

● (IR-11473) The "Reach Letter Participants" page has been updated to accommodate a new process for the listing of the participants

● (IR-11474) "Send Reach Letter" has been updated to accommodate a new process

● (IR-11692) The "Name" tile on the "Contact" tab introduces the "A.K.A" field, which is optional, for the contact

● (IR-11729) The menu options of "Timesheet/Voucher" and "Instructions" on the "Print Report" of the appropriate service only appears in the "Approved" plan status

● (IR-11641) The "Message of the Day" tile now has the option to update current messages for the assigned user

Fixes

● (IR-11668) A contact that was "Inactive" was being displayed on the "Relationships" tile of the "PCPT" page
An "Inactive" contact is not available to be selected as a relationship for the PCPT

● (IR-11511) There was an issue reported of the user being unable to download the ICD-10 file from the "Diagnosis" tile due to the file extension showing as ".pdf_"
The file extension has been resolved to ".pdf" for the users' systems, by default, to recognize the file

● (IR-11684) An issue was observed with the height of the tile when the user changed the address from "Prospective" to "Current"
Resolves the issue of the height of the tile when prospective address changes to current

● (IR-11687) "Support Coordination Management" menu option was displayed for the user assigned with the "On Call Schedule Management" duty
Resolves the issue to view and access "Support Coordination Management" for this duty

Known Issues

● (IR-11693) The "Agency Name" field is not displaying for the "Add Team Member" or the "Edit Team Member" pop-up for the "Planning Team" tile
Inactive contacts are showing on tile when the plan is in "Review" status, even when the contact was made inactive in the RV or W status, and at the same time this same contact is not displayed in the "Approved" status
NJISP showing Inactive contacts
The duplicate names are deleted on the "Planning Team" tile when the plan is put in the Revision status, after plan approval

● (IR-11797) "Edit Legal Guardian" is not saving the updated information, if the user does not upload a document

● (IR-1894) The confirmation message is not being displayed for a contact when the "First Name" and "Last Name" entered is currently in the "Inactive" status

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-11545) Resizing the browser window after the selection of an item on the "Management" pages disables the button for assignment or reassignment

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.73

02/06/2020

This release includes a new feature, enhancements and bug fixes.

New Features

● (IR-11491) "Duty Management" page

Enhancements

● (Enhancement on 01/29/2020) (IR-11514) Easter Seals Financial Management (ESFM) receives an email alert when a referral is sent to Public Partnerships, LLC (PPL)

● (IR-11637) Easter Seals Financial Management (ESFM) is available as a Fiscal Intermediary for the Waiver Program with the following restrictions on the "Change Plan Status" tile:

• Referral is sent to the appropriate Fiscal Intermediary before the start of the SDE service

• ESFM must have an SDE service in the plan, when there are vendor services with ESFM as the Fiscal Intermediary

• There cannot be services from the other FI for the duration of a service being provided by one of the Fiscal Intermediaries

● (IR-11307) "Search" introduces "Preference" to save a search criteria
For more information, refer to the "Preference" training document

● (IR-11552) "NJ Resident Since Birth" check box provided with the "NJ Resident Since" field on the "Birth Info" tile for a participant whose "Birth State" is "NJ" and the selection of this check box updates the "NJ Resident Since" date to the "Date of Birth"

● (IR-11583) On the Signature page of the NJISP, a new text has been added that displays the date the Support Coordinator reviewed the assessment

● (IR-11488) A user assigned with the "Provider Search" duty has the option to view the "Plans" tab of one participant, who has a plan that has not been approved, from Interim, Supports Program and Community Care Program

● (IR-11463) The "SWAC Switch" feature on the redesigned "SWAC Management" page is responsive to a mobile device

● (IR-11655) The default order for the "Waiver Waitlist Management" page is in the ascending order of the "Projected Rank" with the "Waitlist Type" of "Priority"

● (IR-11555) Click a drop-down option to select or clear the check box, when included, through the application

Fixes

● (IR-11584) Litmus on Change Plan Status shows a message that service location is inactive though it is active for the entered service duration
Resolves the issue of changing the plan status when the service location, currently not active, was active during the dates of the service

● (IR-11536) A clear background is displayed during the addition of a team member for the "Planning Team" tile
Resolves the issue to exhibit the behavior of a semitransparent background with the display of the "Add Team Member" pop-up

Known Issues

● (IR-11513) For previous versions of the Mozilla Firefox browser, there are alignment issues with the fields on the "Race/Ethnicity" tile

● (IR-11545) Resizing the browser window after the selection of an item on the "Management" pages disables the button for assignment or reassignment

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.72

12/23/2019

This release includes new features, enhancements and bug fixes.

New Features

● (IR-10866) Redesigned "SWAC Management" page, which includes a completely new "SWAC Switch" feature

● (IR-11293) "FI Management" page

● (IR-11373) "Disenrollment" duty

● (IR-11404) "BGS Chief" duty

● (IR-11387) "Legacy" duty

Enhancements

● (Enhancement on 12/09/2019) (IR-8090) "Easter Seals Financial Management" is now available as a Fiscal Intermediary for the Waiver Program

● (IR-11386) The option to enter "Notes" has been provided for a user with the selection of "Not Completed" on the "Monthly Contact" tool; a visual representation of a blue asterisk adjacent to the month has been added with the "Not Completed" option

● (IR-11329) The "Due-List" and "Alert" for "Add SDE Name" line item only appears for the current plan

● (IR-11381) Selection of "Other" for "Service Not Approved" returns the item to the "Due-List" of the same reviewer with an update to the service for a future "Service Approval"

● (IR-11365) The user assigned with a "BGS Supervisor" duty has the option to select and assign "Unassigned" participants in "Guardian Management" either to anyone in the same region or to a Supervisor of another region; previously, the BGS Supervisor of a region was unable to assign the "Unassigned" participants to a Supervisor of another region

● (IR-11372) The "Guardian Management" page has been updated to not display the participants confirmed as"Deceased" in iRecord

● (IR-11369) For a participant with the "Bureau of Guardianship Services" designated as a Guardian, the users assigned with any BGS-related duty has the option to add "Guardian's Progress Notes" on the "Notes" page

● (IR-11288) All drop-down fields on "Guardian's Progress Notes" adds a search control for a selection from the list

● (IR-11331) The "Region" in "Guardian Management" has been updated to CRO, NRO and SRO, which was previously displayed as DDD-CO, Northern and Southern, respectively

● (IR-11383) The "Correspondence" page now includes the "Filter" feature

● (IR-11382) "Waiver Waitlist Management" includes "Age" within the "Filter" options

● (IR-11332 & IR-11388) The "Participant" tile and the reports now displays the "Suffix" in an individual's name

● (IR-11376) For a participant with an approved plan in iRecord, "Movements" through CIS is not permitted and an error message is displayed for the user

● (IR-11374) On the "Race/Ethnicity" tile, the controls when a user updates the "Race" field has been updated

● (IR-11379) The selection of the "Retirement" check box displays additional information on the confirmation pop-up to inform the user of any relevant updates to a participant's plan

Fixes

● (Fix on 12/09/2019) (IR-11391) From the "Documents" page, the user was unable to download documents that were not uploaded from iRecord
Resolves the issue of the user being unable to view or download certain documents on the "Documents" page

● (Fix on 12/09/2019) (IR-11389) The "Note Date" was displaying as the "Entered Date" when the user added a note from the "Notes" page
Resolves the issue of an incorrect "Note Date" being displayed on the "Notes" page during the addition of a case note

● (IR-3872) There was a discrepancy observed with the "Exceptions Week" periods for the month of March, 2021
Resolves the issue of the inconsistencies for the period of the "Exception Week" in the future

● (IR-11403) "View PA Info" was unavailable for services for a previously approved plan, currently in another status
"View PA Info" displays for services once a plan has been approved in the plan term, even when the current version of the plan is not in the "Approved" status

● (IR-11440) The user was unable to download ICD-10 documents
Resolves an issue with the user unable to download ICD-10 documents

● (IR-11412) "Easter Seals Financial Management" was available as FI for a service in Interim
For a service in Interim, "Public Partnerships, LLC" is the only available selection for the "Fiscal Intermediary" field

● (IR-9390) "View Service" in the "Interim" program displayed a blank "Fiscal Intermediary" field for "Easter Seals NJ"
Resolves the issue of a blank Fiscal Intermediary when the provider of the service is "Easter Seals NJ"

● (IR-11437) The VO-TS was unable to view the ICD-10 documents in the "Documents" grid
Resolves an issue to view the ICD-10 documents in the "Documents" grid for the VO-TS role

● (IR-11316) "Guardian's Progress Notes" were are not being added to the "Notes" grid; also, a "Failed to upload document" message was being displayed with the upload of a document during the addition of this note
Resolves the issue of adding notes and uploading documents to the respective pages with the "Guardian's Progress Notes"

● (IR-11435 & IR-11436) Applying the "Effective Date" filter on "Waiver Waitlist Management" was not displaying any records on "Rank Letter Participants" and "Reach Letter Participants"
Resolves an issue with the "Effective Date" filter to display the records on "Waiver Waitlist Management" within the date range

● (IR-11368) The "Send To" drop-down on the "PCPT Actions" tile duplicates a provider when there are two services with the same provider and a selection of "Share medication information with service provider? for either of the service
Resolves an issue with displaying duplicate providers on the "Send To" drop-down for the aforementioned scenario

● (IR-10299) The application did not exhibit a consistent behavior when the user clicked outside the respective pop-up during the entry of details
View a consistent dialog "Are you sure you want to close without saving?" for a pop-up during an update, and the user click outside the pop-up

● (IR-11390) With the "Firefox" browser, the user was unable to close the "Add Notes" pop-up, using the "Add Notes" button on the "Notes" page, with the "Close" button

Known Issues

● (IR-11463) The "SWAC Switch" feature on the redesigned "SWAC Management" page is unavailable on a mobile device

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.71

12/03/2019

This release includes a new feature, enhancements and bug fixes.

New Feature

● (IR-11253) The "Diagnosis" tile has been redesigned to provide additional information

Enhancements

● (IR-11226) When a user deletes a note from the "Notes" screen pertaining to "Safety & Supports" or "Health & Nutrition", the appropriate record is also deleted from the respective tile within the tab

● (IR-9763) "Rank Letter History" is available for participants in the "Closed" status

● (IR-11268) DXC replaces Molina on the tooltip messages for PA Info

● (IR-8201) The attached NJISP and SDR attached to an email that is sent to a provider for a voided plan displays the "VOID" watermark

● (IR-11247) "Workers' Compensation" has been enhanced to display the correct dates during plan approval

Fixes

● (Fix on 11/21/2019) (IR-11328) The Service Detail Report (SDR) was not displaying the "Draft" watermark for plans that were not in the "Approved" status
The "Draft" watermark appears on an SDR for a plan not in the Approved status

● (IR-11300) The "Unassigned" cases on the "Guardian Management" screen were not being displayed for the appropriate users
Resolves the issue of the "Unassigned" cases being available for the appropriate users; the user assigned with the appropriate duty can select and assign participant to a guardian

● (IR-11258) The "Home Phone" and "Cell Phone" of the SC and SCS were not being displayed on the respective pop-up from the "Support Coordination" tile
View the phone numbers of the SC and SCS

● (IR-9449) A consistent behavior was not exhibited with the addition or edit of details and the user clicks outside the pop-up for the tile
A confirmation dialog "Are you sure you want to close without saving?" has been implemented on all tiles when a user clicks outside the pop-up during the addition or edit of details

● (IR-7342) The addition of a service with the current date for a participant that has been reinstated updates the start date by an extra day, when the nightly date shift takes effect by plan approval being pushed forward to a future date from the user-provided start date of the service
For a reinstated participant (previous status of AI), the start date of a service updates to current date when the user-entered service is in the past until plan approval

● (IR-11250) For a plan that starts in the future, the calendar controls during the addition or edit of a service for the start date and end date were displaying from the current date to beyond the plan term
The user cannot select dates outside the plan term for a service

● (IR-11278) The option to select all Support Coordinators for a Support Coordinator Supervisor with the selection of the check box in the column header of the sub-grid was not working in the "SCS Management" tile
Resolves the check box issue in the sub-grid to select or clear all Support Coordinators for a Support Coordination Supervisor on "SCS Management"

● (IR-11176) The Internet Explorer (IE) browser displayed an alignment issue for the message displaying the characters left when a user enters notes on the various tiles
Resolves an issue with the message displaying the characters left for the "Notes" fields

● (IR-11335) The user assigned with the "CDU Waitlist" duty was unable to see the "Review Waitlist Request" button when the participant had no "Waiver Waitlist History"
Resolves the issue of the user unable to "Review Waitlist Request" for a participant without an entry in the "Waiver Waitlist History"

Known Issues

● (IR-11316) "Guardian's Progress Notes" added are not being displayed in the "Notes" grid; also, a "Failed to upload document" message is being displayed with the upload of a document during the addition of a Guardian's note

● (IR-9390) "View Service" in the "Interim" program displays a blank "Fiscal Intermediary" field for "Easter Seals NJ"

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.70

11/06/2019

This release includes enhancements and bug fixes.

Enhancements

● (IR-10932) Workers' Compensation is not added for "Goods and Services - Activity Fee" with or without the selection of the "Self-Directed Employee" check box

● (IR-11196) The "Approve for CCP" must be completed by a State staff even with the selection of "CCP" or "CCW Transition" for the "Waiver Program" on "SC Agency Assignment"

● (IR-10933) On the "Support Coordination" tile, the appropriate user(s) (from the SC agency) has the option to update the phone numbers on the respective pop-ups of the Support Coordinator and the Support Coordination Supervisor

● (IR-10934) The Support Coordinator and the Support Coordination Supervisor has the option to upload a photograph on the respective pop-up of the "Support Coordination" tile

● (IR-11106) The "Reach Letter Date" displays for the participants on the "Waiver Waitlist Management" page

● (IR-11203) An individual with a "Reach Letter Date" on "Waiver Waitlist Management" is no longer eligible for the ranking process

● (IR-10581) The Support Coordination Supervisor has the option to view and deactivate a user with the SC-VO role

● (IR-9925) For a user (SC, SCS, SC-VO) that has already been registered in iRecord, attempting to re-register the user displays an appropriate message

Fixes

● (IR-11122) "SC Agency Assignment" on the "Plans" menu was being displayed for the SC-VO role
The SC-VO role does not have the option to view "SC Agency Assignment" on the "Plans" menu

● (IR-11176) With the Internet Explorer (IE) browser and the "Notes" page, entering notes displayed the number of characters left for the field, which overlapped the "Notes" field
Resolves an issue with the overlapping of the message displaying the number of characters left to be entered within the "Notes" field on the IE browser

● (IR-11204) "Print/View" button on the "PCPT Actions" tile was available before the entry of the mandatory details on the "PCPT" screen
The "Print/View" button is enabled when the required PCPT details are provided for the participant

● (IR-10994) The "GC Expiration" date field on the "More Info" tile was not being verified with the "Date of Birth" field on the "Birth Info" tile, and this allowed the user to enter a date for "GC Expiration" before the "Date of Birth" of the participant
When the user enters a date for "GC Expiration" before the "Date of Birth" of the individual, an appropriate error message is being displayed

● (IR-10980) For a participant with a contact as the Assessment Informant and the contact did not have a "Contact Type" in iRecord, then the tooltip message on hover over "Assessment Informant" displayed that the individual did not have an Assessment Informant
Resolves an issue with the tooltip message on the "Assessment Informant" for the aforementioned scenario

Known Issues

● (IR-9390) "View Service" in the "Interim" program displays a blank "Fiscal Intermediary" field for "Easter Seals NJ"

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.69

10/15/2019

This release includes a new feature, other enhancements and bug fixes.

New Feature

● (IR-9600) "Remove Waitlist Request" feature on the "Tools" menu

Enhancements

● (IR-11047) The assessment period has been updated to 66 months from the previous 60 months

● (IR-9598) "Review Waitlist Request" is available for a user assigned with the CDU duty on the "Waiver and Medicaid History" pop-up; this feature displays for a participant who has been submitted by the Support Coordinator

● (IR-9605) Request to remove from the Waiver Waitlist has been added to the "Due-List" for a participant assigned to an appropriate staff with the CDU duty

● (IR-9608) Email notification for "Submit Waitlist Request" and "Remove Waitlist Request" to an assigned user of the CDU duty

● (IR-10811) The "Guardian Management" screen includes a "Search" feature within the "Filter" options

● (IR-10903) "Edit Prospective Address" displays a new field, "Mailing address the same" check box

● (IR-9850) "Search Other Due-Lists" displays the line items of a user, when the permissions are appropriate, that has also been assigned to a duty

● (IR-10773) On the "Resources & Events" tile, "DDD SC Info" replaces "DHS SC Info" and "SC Forms" has been removed

Fixes

● (Fix on 10/02/2019) (IR-10992) The "Search" feature was not displaying the Medicaid end date of certain participants, who had an imminent end date and a yellow litmus indicator on the participant tile
Resolves an issue on the "Search" report to view the Medicaid end date of a participant in the aforementioned status

● (IR-11024) There were duplicate emails that were being sent out by iRecord during plan approval for NJISP, SDR, Prior Authorization (PA) Letter , PCPT
Resolves the issue with duplicate emails

● (IR-10916) On the "Career Planning & Unpaid Experiences" tile, the "Description of Duties/Tasks/Experience" field permitted an unlimited number of characters
Resolves the aforementioned issue by restricting the field to 5000 characters

● (IR-11034) With the Internet Explorer (IE) browser, there were cosmetic issues with the "Death Record" tile
Resolves layout issues with the User Interface (UI) elements on the "Death Record" tile with the IE browser

Known Issues

● (IR-10932) "Workers' Compensation" is being generated by the application for "Goods and Services - Activity fee" without the selection of the "Self-Directed Employee" check box

● (IR-9390) "View Service" in the "Interim" program displays a blank "Fiscal Intermediary" field for "Easter Seals NJ"

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.68

09/23/2019

This release includes a new feature, other enhancements and bug fixes.

New Feature

● (IR-10614) Per-Member Per-Month (PMPM) for Agency with Choice (AwC) self-directed employee service model

Enhancements

● (IR-10801) For a "Legal Guardian" contact, clear the check box on the "Contact Attributes" tile to edit the existing guardianship details

● (IR-10811 & IR-10813) "Search" feature (with a minimum of 3 characters) provided for Caseload Management and SCS Management

● (IR-10810) The "Event-Load Management" screen includes a "Search" feature within the "Filter" options

● (IR-10650) The "Notes" field has been updated to display consistent behavior through the application

● (IR-10795) Enhancement to the NJISP report for accommodating the updates to "Goods & Services"

● (IR-10781) "Goods & Services" documents that include the "Timesheet" and "Provider Invoice" have been replaced

Fixes

● (Fix on 09/19/2019) (IR-10884) The "Due-List" of the Support Coordination Supervisor displayed "Assign Case(s)" when there were no Support Coordinators that needed to be assigned
Resolves the issue of the "Due-List" displaying an "Assign Case(s)" line item due to "Disenrollment" not taking place for a deceased participant

● (Fix on 09/12/2019) (IR-10856) There was an issue observed with service exceptions being overridden by the system exception for the first and/or last partial weeks of service
Resolves an issue with an update to the user-entered exception by the system exception, which is for the first and last partial week, for future services during plan approval

● (Fix on 09/11/2019) (IR-10859) The service description was not being displayed in the NJISP report
Resolves an issue with the "Service Description" not appearing in the NJISP report, when displayed for the service in iRecord

● (IR-10896) "Update Prospective Address" continues to remain within the "Due-List" of the Support Coordinator when the start date of the prospective address is in the past, and this address is either updated to "Current" or deleted
The "Due-List" line item of "Update Prospective Address" is removed with the aforementioned update

● (IR-10411) For a plan with a modified plan term, the "PA End Date" on the SDR continued to display the original end date
The "PA End Date" on the SDR displays the appropriate end date to reflect any changes to the end date of a plan

Known Issues

● (IR-10932) "Workers' Compensation" is being generated by the application for "Goods and Services - Activity fee" without the selection of the "Self-Directed Employee" check box

● (IR-9390) "View Service" in the "Interim" program displays a blank "Fiscal Intermediary" field for "Easter Seals NJ"

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.67

08/29/2019

This release includes enhancements and bug fixes.

Enhancements

● (Enhancement on 08/24/2019) (IR-10458) FY2020 DSP Wage Increase
The rate increases are retroactive to July 1, 2019

● (IR-10761) Goods and Services Improvements

● (IR-10696) Search (Show/Hide Column Improvement to display appropriate information)

● (IR-10626, IR-10625, IR-10712, IR-10611, IR-10624, IR-10627) Guardianship History

● (IR-10650) Standardization of Notes across iRecord

● (IR-10231, IR-10724, IR-10660) Plan Info /Current Plan Info Tile - SCA claims display

● (IR-10676, IR-10675, IR-10669, IR-10670, IR-10674, IR-10671, IR-10672, IR-10673) Provider Management Improvements

Fixes

● (IR-10456) After DDRT change, plan notes are been generated for previous plans

● (IR-10644) Due List Alerts for Deleted Services

● (IR-10586) Add Service Location History pop up fix

● (IR-10424) SWAC Agency Management and SWAC Management screens cosmetic issues

Known Issues

● (IR-9390) "View Service" in the "Interim" program displays a blank "Fiscal Intermediary" field for "Easter Seals NJ"

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.66

07/17/2019

This release includes new features, enhancements and bug fixes.

New Features

● (IR-9953) "SCA Claims" information available on the "Support Coordination" menu
For more information, refer to iRecord User Guide > Participant Record > Quick Info > Support Coordination

● (IR-10384) "Service Location History" feature
For more information, refer to the "Service Location History" training document

● (IR-8297) "Guardian Management" page

● (IR-10247) "Intake" duty

● (IR-10305) "Case Manager" duty

Enhancements

● (IR-10439) "Exclude State Holidays" check box is not available during the addition or edit of an outcome or a service

● (IR-10380) For participants residing out of state and who has provided a prospective address in-state, "SC Agency Assignment" is available for assigning the participant to the appropriate Support Coordination Agency

● (IR-9996) The "Monthly Contact" tool includes a litmus indicator for each month with the following representation (hover displays the same tooltip message):

• Red - Tool is not added; PA has been claimed

• Green - Tool is added; PA has been claimed

• Gray - Agency is re-assigned

• Yellow - Tool is added; PA or Claim is not yet available

• Yellow - Tool is not added; PA or Claim is not yet available

• Yellow - Tool is not required

● (IR-10401) Re-designed "Request New User" on the "Support Coordination Management" page

● (IR-10400) The PASRR (Preadmission Screening and Resident Review) document is available in "Documents" for the appropriate roles

● (IR-10408) The default sort for the "Waiver Waitlist Management" grid is the "Priority" Waitlist Type and the "Projected Rank"

● (IR-10410) "View Rank Letter History" displays the DDD ID on the header of the pop-up

● (IR-10381) "Time from Assign to Approval" on the "More Plan Info" tile displays the appropriate detail for plans in AI, RR and SR2 (with a previous status of RR)

● (IR-10270) "Pending Verifications" mobile layout includes the label for any detail that displays "Not Available"

Fixes

● (IR-9242) The SWAC was unable to delete or replace F3, F6 or the Referral form
The option to delete or replace the aforementioned forms are provided for users with the SWAC role

● (IR-10286) The "Save" button was available on the "Review Pharmacy Info" pop-up after the recommended address feature for the VO-TS role
Resolves an issue with the access provided to the VO-TS role for confirming a pharmacy, which is in review and requires verification

● (IR-10363) On the "Pending Verifications" page, the user was unable to toggle between "Pharmacy(s)" and "Hospital(s)" with the verification of all pharmacies or hospitals
Resolves the issue of viewing the selection of "Pharmacy(s)" or "Hospital(s)", when the user verifies all for either pharmacies or hospitals

Known Issues

● (IR-9390) "View Service" in the "Interim" program displays a blank "Fiscal Intermediary" field for "Easter Seals NJ"

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.65

06/24/2019

This release includes new features, enhancements and bug fixes.

New Features

● (IR-9696) Support Coordination Management
For more information, refer to the "Support Coordination Management" training document

Enhancements

● (IR-10231) The "Plan Info" and "Current Plan Info" tiles introduce a "View More Plan Info" menu option that include the following plan-related information:

• Type

• Plan Assigned Date

• Plan Reassigned Date, if applicable

• Plan Approval Date

• Time from Assign to Approval

● (IR-10230) The "Search" grid adds "Current Plan Creation Date" and "Active Plan Creation Date" in the "Show / hide columns"

● (IR-10094) The user has the option of "Send Referral" to an additional Fiscal Intermediary (FI), when another FI is the provider of a service

● (IR-10095) The "Send Referral" feature displays the name of the Fiscal Intermediary for the confirmation message of a participant that was already sent for referral

● (IR-10343) The user has the option to edit (but not add) an existing service, when the provider of the service is a Fiscal Intermediary that is no longer active

● (IR-10097) To add or edit a participant on the "Waiver Waitlist Management" screen, the "Transition Case Manager" has been updated to an optional field

● (IR-9683) On the "Waiver Waitlist Management" screen, "Reach Letter Participants" only displays individuals above 21 years

● (IR-9921) The "Export in CSV" button remains disabled until the user selects the check box(es) from the grid for the "Waiver Waitlist Management" screen

● (IR-9555) The "Movement Description" that has not been provided displays "Not Available" for the "Waiver Waitlist History" information on "Waiver and Medicaid History"

● Provider Search (IR-2974) Keyword search for providers has been implemented; currently, it is only the autocomplete feature (and not the search results) that displays the providers specific for the keyword

Fixes

● (IR-10078) For a few participants, the confirmation of a participant's "Death Report" was not being assigned to the appropriate Division staff (Verify Death Report duty) due to an event not being generated
Resolves an issue with individuals requiring confirmation of the "Death Report" to be assigned to the appropriate Division staff for participants that have not been allocated to a Support Coordinator

● (IR-10276) The "Save" button on "Confirm Death Report" appeared to be disabled after providing the required details until the user re-selected the appropriate option for "Death Report Confirmed?"
Resolves the issue of the "Save" button being disabled on "Confirm Death Report" after providing the mandatory information

● (IR-10228) The "Event-Load Management" screen displayed multiple duplicates for the same event
The duplicate events appearing on the "Event-Load Management" screen has been resolved

● (IR-10316) The NJISP was not recording the information with an update to the "Preferred Hospital" of a participant
Resolves the issue of an update to the preferred hospital on the NJISP

● (IR-9662) The "Review Pharmacy Info" pop-up did not display the available details for a pharmacy
The "Review Pharmacy Info" pop-up shows the details entered for the pharmacy

● (IR-10074) Incorrect display of the red asterisk with the addition and replacement of a monthly contact tool for the current month
The red asterisk does not appear for a monthly contact tool replacement, when the update takes place before the end of the month

● (IR-10085) The "Waiver Waitlist Management" did not display the correct entries for "Transition CM" filter
Resolves issues with filter of rows using "Transition CM" on the "Waiver Waitlist Management" grid

Known Issues

● (IR-9390) "View Service" in the "Interim" program displays a blank "Fiscal Intermediary" field for "Easter Seals NJ"

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.64

06/06/2019

This release includes new features, enhancements and bug fixes.

New Features

● (IR-9967) Provider Management
For more information, refer to iRecord User Guide > Management > Provider Management

● (IR-9863) Support Coordination Prior Authorization Information (also referred to as SC PA Info)
For more information, refer to the "SCPA" training document

● (IR-8411) On the "Contact Attributes" tile, the "Legal Guardian" attribute introduces the option to include the Guardianship details of a contact
For more information, refer to the "Contact Attributes Legal Guardian" training document

● (IR-8850) "Guardian's Progress Notes" introduced with "Add Notes" on the "Notes" screen, available for a user assigned with the appropriate Guardian-related duty

● (IR-9883) "Pharmacy(s) - To Be Verified" has been replaced and integrated into the "Pending Verifications" option, available on the "Management" menu from the Dashboard for the verification of the requested pharmacies and hospitals

● (IR-9880) "Pending Verifications" introduces a feature for the verification of the requested hospitals, which includes the same functionality provided for requested pharmacies

Enhancements

● (IR-9228) For a plan that has never been approved, a Tier, DDRT or Retirement status change modifies the appropriate Tiered service(s), when added prior to the change, automatically

● (IR-9893) The "Print Report" for a service with an "FI(Agency)" payment source only displays the options relevant for the "Fiscal Intermediary"

● (IR-9578) The "Due-List" for a Support Coordinator introduces "Review On-Call Notes" for the user to take the appropriate action

● (IR-9879) The "Preferred Hospital" tile introduces the "Delete" button and a litmus indicator, which shows the availability of the hospital

● (IR-9865) The default sort order for "Residential Address History" has been for "End Date" and then the "Address" details; the "End Date" follows the reverse chronological order and "Address" is prospective address, current address and then historical address

● (IR-9902) There is an exception to "H2016ISEA" procedure code in the Interim program for an overlap of SDE or non-SDE services with different Fiscal Intermediaries

● (IR-9898) "Confirm Death Report" pop-up includes controls for upload and view of the attached supporting documents

● (IR-9682) The "Waiver Waitlist Report" introduces the "Age" column, which displays the age of the individual, for the "Open Status"

● (IR-9800) "Plan Deletion" notes have been updated to remove the redundant "Date" and "Post By" details; also, the format of "Plan Deletion" notes are consistent with other note categories

Fixes

● (IR-9924) The Death Report sent out weekly were not consistent with the records for the date range
The weekly death report displays all the records for the date range; the timing of the weekly report is also set to Monday at 10:00 am

● (IR-9861) Resolves layout and cosmetic issues on the "Waiver Waitlist Management" page

● (IR-8707) With the "Waiver Waitlist Management" page, there were issues observed with the UI elements based on selection of individuals and printing reports, and also displaying an inconsistent behavior across the three browsers (IE, Firefor, Chrome)
Resolves issues across browsers related to the selection of individuals and the "Print" button on the "Waiver Waitlist Management" page

● (IR-9556) The "Transitional Case Manager" displayed duplicates on the "Add Participant to Waiver Waitlist" pop-up
Resolves an issue with duplicate entries for the drop-down selection to "Transitional Case Manager"

● (IR-9871) Validation was not performed for an updated email address on the "Primary Care Physician" tile
Validation of the email address format takes place with an update of the primary care physician's email

● (IR-8169) For a participant in "Purchase of Care", reassignment of a participant displayed the "Override" option and then displayed the "SC Agency Assignment" tile
Reassigning a participant does not have the "Override" option and a message appears stating that the individual is in Purchase of Care program

Known Issues

● (IR-9390) "View Service" in the "Interim" program displays a blank "Fiscal Intermediary" field for "Easter Seals NJ"

● (IR-10276) The "Save" button on "Confirm Death Report" is disabled even after the user provides the required information
Workaround
The user must provide the required information and then re-select "Death Report Confirmed?" to enable the "Save" button

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.63

04/24/2019

This release includes new features, enhancements and bug fixes.

New Features

● (IR-4619) Reassignment of SC Agency for a participant in a waiver program leads to the re-issue of a daily rate SCPA (Support Coordination Prior Authorization) up to the date of agency reassignment for the month; the newly selected agency also receives a daily rate SCPA for the remaining number of days in the month

● (IR-6505) iRecord introduces CCR plan for eligible participants
For more information, refer to the "CCR Plan" training document

● (IR-7810) "Residential Address History" feature
For more information, refer to the "Residential Address History" training document

● (IR-8485) "Unassign SC Agency" feature for Interim
For more information, refer to the "Unassign SC Agency" training document

● (IR-7968) A period of inactivity deactivates user in iRecord assigned to a duty

● (IR-9597) "Verify Death Report Manager" duty

Enhancements

● (Enhancement on 05/03/2019) (IR-9923) The user has the option to edit services that span the DSP Service rate change and then change the plan status even though the "Procedure" code is only active for part of the service duration

● (IR-9604) "Death Report" and "Confirm Death Report" are merged in to a single tile with the "Confirm Death Report" available as a pop-up on "Death Report"
For more information, refer to the "Death Record V1.1" training document

● (IR-9616) "Change Plan Status" litmus indicator displays red with an inactive Service Provider, Procedure Code, Fiscal Intermediary or Service Location for any of the services within the plan; the selection of active service details are required for plan approval

● (IR-9546) "Service Approval" for "Individual Supports" with "Unit Type" of "15 min" is required with the addition of a daily "Individual Supports" service, even for a different provider

● (IR-9546) "Service Approval" for "Community Inclusion Services" with "Unit Type" of "15 min" is required with the addition of a daily "Community Inclusion Services"

● (IR-9581) A retroactive change has the following updates with the addition of a service:

• "Provider" field includes the active providers for the plan term

• "Procedure" field displays the active list for the plan term

• "Service Location" field displays the active list for the plan term

• "Fiscal Intermediary" field displays the active list for the plan term (applicable for Interim)

• Identifies "Retirement" status of the participant for the plan term (to include/not include the "Day Habilitation" service)

• "Retro" shown on the header of the "Service" tile

● (IR-9476) "Reassign Event(s)" displays total events and current workload values to reassign appropriately to a staff

● (IR-9567) Layout enhancement of "Support Coordination" tile, which also includes icons for additional information available within the tile

● (IR-9568) The NJISP and SDR reports has an enhancement to the "Support Coordination" section for the inclusion of additional information

Fixes

● (Hotfix on 05/07/2019) (IR-9943) A user assigned to "Service Approval" duty was unable to search and view participants that only included retroactive service(s) for approval
The appropriate participant pages are available for a user assigned with the "Service Approval" duty to approve retroactive service(s)

● (Hotfix on 05/07/2019) (IR-9978) An "Individual Supports" service of "15 min" unit type required "Service Approval" without the daily "Individual Supports" service
An "Individual Supports" service of "15 min" unit type, which is obligated from the "Emp/Day" budget, only goes through the "Service Approval" process with the addition of a daily "Individual Support" service

● (IR-9057) The "Waiver Waitlist Management" interface was not displaying the reports
Resolves the issue of displaying "Waiver Waitlist Management" reports

Known Issues

● (IR-9390) "View Service" in the "Interim" program displays a blank "Fiscal Intermediary" field for "Easter Seals NJ"

● (IR-7675) There are cosmetic inconsistencies through the application

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.62

03/20/2019

This release includes new features, enhancements and bug fixes.

New Features

● (IR-1674) "Expenditure" feature for services with "Medicaid" payment source
For more information, refer to the "Expenditure" training document

● (IR-4167) Death Record
For more information, refer to the "Death Record" training document

● (IR-9158) iRecord introduces "Terms of Use" for logging in to the application

● (IR-7867) "Send Referral" feature, which is available on the "Tools" menu
For more information, refer to the "Send Referral" training document

Enhancements

● (IR-8223) "Expended" budget displays the information appropriately for "Medicaid" services, which refers to a service with "Payment Source" of "Medicaid"
"Expended" budget on the "Plan Info" tile also displays accurate information

● (IR-9014) NJISP, SDR and the service display a modification to allow clear display of the Fiscal Intermediary

● (IR-9110) "Dis-enroll" feature is available on the "Plans" menu for participants with an approved plan in Interim

● (IR-9138) For a service that requires approval, the user must select a reason from a drop-down list for "Service Not Approved"

● (IR-9013) For a CCW Transition plan that has not been approved, a change in the "Assessment" generates a new plan

● (IR-9255) The "Provider" section during addition or edit of a service displays an optional "Max Wage" field to enter the maximum amount for the SDE of the service

● (IR-9167) The "Plan Version" displays, if applicable, for "Notes"

● (IR-9090) The users assigned with "On Call Staff" duty receives an email alert daily, which includes any update to the schedule

● (IR-9089) The users assigned with "On Call Management" duty receives an email alert monthly with the required details to allocate staff for unscheduled dates of the next month

● (IR-9149) The "Waiver and Medicaid History" pop-up, which is available from the "Participant" tile, is enhanced to be viewed on mobile devices

● (IR-7834) "Waiver Waitlist Management" includes the following enhancements:

• (IR-8868) Rank Letter participants

• (IR-8869) Reach Letter participants

• (IR-9168) Automatic Removal Process

● (IR-8952) "Event-Load Management" enhancements

Fixes

● (IR-9222) An "Invalid Date" error message was being displayed on the "Upload Document" pop-up during the upload of a document
Resolves the issue of an inappropriate "Invalid Date" error message with an upload to a document

● (IR-9203) The Fiscal Intermediary was unable to search for participants prior to a certain date
Resolves the issue of searching participants before this date

Known Issues

● (IR-9390) "View Service" in the "Interim" program displays a blank "Fiscal Intermediary" field for "Easter Seals NJ"

● (IR-9057) The "Waiver Waitlist Management" interface does not display the reports

● (IR-7675) There are cosmetic inconsistencies through the application

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.61

02/06/2019

This release includes new features, enhancements and bug fixes.

New Features

● (IR-8986) iRecord introduces "On Call Schedule Management" for users assigned with the duty

● (IR-9027) "Email Validation" duty to send validation emails to the contacts of participants assigned to Case Managers

Enhancements

● (IR-8820) iRecord introduces the "Service Subtype" field for "Goods & Services"

● (IR-8201) With a change to the plan term, an updated NJISP and SDR with the appropriate messaging is sent via email to the providers

● (IR-9012) For a CCW Transition plan that has not been approved, an "Override" of the participant's tier generates a new plan

● (IR-8981 & IR-8982) The "Event-Load Management" screen includes the following enhancements:

• Hover over litmus indicator displays the appropriate tooltip message

• On mobile devices, the "Event" grid displays "DDDID", "Status" and "Due Date"

● (IR-8581) The "Filter" feature is now available for "Waiver Waitlist Management"

● (IR-8705) The "Type" drop-down on the "Upload Document" pop-up displays "ABS" for SC, SCS and VO-TS roles to upload the Adaptive Behavior Summary (ABS) document

Fixes

● (Hotfix on 01/31/2019) (IR-8998) The "County" information of participants was updated to "Statewide"
The participant's county information has been updated to keep the information consistent between iRecord and CIS

● (Hotfix on 01/23/2019) (IR-8940) When using the Retroactive Duty attached to a VO-TS role, CCW Transition plan were incorrectly creating a macro plan upon "Change Plan Status" to "Revision"
Revision of CCW Transition plan by the assigned user (Retroactive Duty) creates a micro plan

● (Hotfix on 01/17/2019) (IR-8973) There was an incorrect calculation for the "Exception Week" units when the service "End Date" was extended for a retroactive change
With a retroactive change, the user may add "Units" lower (including 0) than the "Average Weekly Units" for a newly added "Exception Week" when extending the "End Date" of a service

● (Hotfix on 01/17/2019) (IR-9001) When moving a plan to Revision, services that required "Service Review", which were already approved and ended in the past, were incorrectly requesting "Service Review" again
Data was updated to services which ended in the past to display a green litmus strip

● (IR-8997) For services that overlapped before the introduction of "Restrict Medicaid Service Overlaps" feature, the litmus indicator displayed Red on the "Change Plan Status" tile for certain participants
Resolves the issue of a red status indicator on the "Change Plan Status" tile for an existing service overlap

● (IR-9055) For plans that were generated with a change in the DDRT, the user was unable to add a service where the "Procedure" was appropriate for a "Tier"
Resolves the issue of adding tier-related services

● (IR-8933) When a participant's status was changed to "Retirement" after reinstating and enrolling the participant in a waiver program, the "Day Habilitation" service was being displayed for the individual
Resolves the issue of "Day Habilitation" appearing in the "Service" drop-down for a retired individual

● (IR-9003) An update of the "Waitlist Type" did not require the user to change the date
The edit of "Waitlist Type" for an entry highlights "Effective Date" when the user clicks the "Save" button; The user must provide a new "Effective Date" with an update to the "Waitlist Type"

● (IR-8965) A user with the VO-TS role and assigned with the "Retroactive Plan Changes" duty was unable to delete a micro plan
Resolves the issue of micro plan deletion for the aforementioned user

Known Issues

● (IR-7675) There are cosmetic inconsistencies through the application

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.60

01/10/2019

This release includes new features, enhancements and bug fixes.

New Features

● (IR-8521) Retroactive Plan Changes, only available when a user is assigned with the appropriate duty

● (IR-6814) Restrict Medicaid Service Overlaps
For more information, refer to the "Restrict Medicaid Service Overlaps" training document

● (IR-8751) "Delete Micro Plan" for plans in the past

● (IR-8217) Redesigned "Event-Load Management" with new features
For more information, refer to the "Event-Load Management" training document

● (IR-8628) iRecord introduces the "Waiver Waitlist Management" interface
For more information, refer to the "Waiver Waitlist Management" training document

● (IR-8020) The first phase of "On Call Schedule Management" has been completed for Division staff

Enhancements

● (IR-7920) The verification of "Medicaid Type" is performed on the "Change Plan Status" tile, and this allows enrollment of the individual

● (IR-8623) A plan, which has a plan term but was never approved, updated by a Tier Change or a new Assessment changes the plan to an undefined plan term

● (IR-8509) "Retirement" feature includes a better implementation for the selection of tiered services

● (IR-8228) The "PCPT" tool and "Assessments" tile has been enhanced for a better response time and a faster load

● (IR-8656 & IR-8712 & IR-8751) The "Action" column in the "Waiver Waitlist History" grid on "Waiver and Medicaid History" has been enabled for the appropriate options, when available, which may be:

• View Notes

• View Document

• Remove Participant

Fixes

● (IR-8576) Hover over the "SC Agency" details pop-up had cosmetic issues with fonts and alignment
Resolves cosmetic issues with the "SC Agency" details pop-up

Known Issues

● (IR-7675) There are cosmetic inconsistencies through the application

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.59

11/28/2018

This release introduces Email Validation, and also includes enhancements and bug fixes.

New Features

● (IR-7833) Email Validation
For more information, refer to the following two sections in the User Guide:
iRecord User Guide > Participant Record > Tools > Email Validation
iRecord User Guide > Duty > Email Validation Provider/Staff

● (IR-8628) iRecord introduces "Retirement" duty to assign users with the option to update a participant's "Retirement" status

Enhancements

● (Enhancement on 12/05/2018) (IR-8654) For a revised and approved plan, the provider of a service receives an email that includes the "Change Log" report

● (IR-8013) For a participant, view "Support Staff History" from the menu options on "Support Coordination" or "Case Manager"
For more information, refer to iRecord User Guide > Participant Record > Quick Info > Support Coordination

● (IR-8386) The "Waiver and Medicaid History" pop-up displays the "Waiver Waitlist History" details to the user assigned with the appropriate duty
For more information, refer to iRecord User Guide > Duty > Wait List

Fixes

● (Hotfix on 11/30/2018) The "Contact Info" tile on the "Personal" tab did not display the "Non Validated Email" warning icon for an unverified email id
"Non Validated Email" warning icon appears adjacent to the "E-mail" field until the email address has been verified by the recipient

● (Hotfix on 11/30/2018) The "Due-List" of the Support Coordinator displayed "Re-send validation email" line item incorrectly
The "Re-send validation email" on the Support Coordinator's "Due-List" appears 7 days after a recipient received the email and not clicked the verification link

● (Hotfix on 11/30/2018) The validation emails were being sent to individuals without performing a check on the DDD status of the participant
A check on the participant's DDD status ensures that the validation emails are only sent out to the appropriate individuals

● (IR-8617) When a second "Individuals Supports" service with "Unit Type" of "15 Min" is added to a plan with an existing "Individual Supports" daily service, which were all from the same provider, the second "Individual Supports" service with "Unit Type" of "15 min" did not require "Service Approval"
Resolves the "Service Approval" issue with the "Individual Supports" service in the aforementioned scenario

● (IR-8588) The Support Coordination Supervisor "Alerts" was not displaying an alert for a participant without the "Monthly Contact" entry
The SCS "Alerts" tile notifies 5 days before the end of each month for participants with due monthly contact notes

● (IR-8453) The "Add Tool" on the "Monthly Contact" page highlighted the "Upload" file field (after selecting a file) while clicking "Save" on the Internet Explorer (IE) browser
Resolves an issue with the IE browser with the upload of a monthly contact tool

● (IR-8081) An entry for an overdue monthly contact does not refresh the litmus indicator on the "Support Coordination" tile
Resolves the refresh issue for the litmus indicator with the entry of an overdue monthly contact

Known Issues

● (IR-7675) There are cosmetic inconsistencies through the application

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports

Patch Notes 3.58

10/31/2018

This release includes enhancements and bug fixes.

Enhancements

● (IR-7891) Update to the calculation of service budgets from the appropriate budget types for a Plan

● (IR-8081) The "Support Coordination" tile litmus indicator displays red for an overdue monthly contact

Fixes

● (Hotfix on 10/09/2018) (IR-6624) There was a "See the inner exception for details" issue observed with addition/edit of certain services due to budget allocation
Fixes the budget allocation issue during the addition or edit of a service

● (IR-8515) The alerts for FI, SFI and FI-VO roles were displaying individuals that were not relevant for the appropriate agency (Easter Seals)
Resolves an issue of displaying the appropriate participants on the "Alerts" tile for FI-related roles

● (IR-6759) When an annual plan has been approved before the initial plan, there was an incorrect monthly tool line item in the "Due-List" of the SC
The "Due-List" displays a monthly contact tool from the month following the approval of an earlier plan

● (IR-8440) The "Day Habilitation" service was available for a retired participant
A retired participant does not have the option to add the "Day Habilitation" service

● (IR-8470) There was an issue observed in plan generation with the selection of the Interim program for a participant
Resolves an issue with plan generation after the assignment of a participant to an SC agency in the Interim program

● (IR-8383) The "Date of Birth" field on the "Birth Info" tile was not displaying the calendar controls and there was an issue observed with the user attempting to save the entry
The "Date of Birth" inline controls display the calendar and resolves any issues with the "Save" button

● (IR-8505) The VO-TS role had the option to add/edit the "Contact Info" details on the "Contact" tab
The VO-TS role has the option to enter the "Contact Info" details, but not save

● (IR-8256) The "Case Manager" tile was not displaying the appropriate details with hover over "DDD Case Management"
Hover over "DDD Case Management" on the "Case Manager" tile to view the CM's on staff

Known Issues

● (IR-8081) An entry for an overdue monthly contact does not refresh the litmus indicator on the "Support Coordination" tile
Workaround
Refresh the screen to view an update to the litmus indicator status on "Support Coordination" after entering an overdue monthly contact

● (IR-7675) There are cosmetic inconsistencies through the application

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports until these minor issues have been resolved

Patch Notes 3.57

09/30/2018

This release includes the DSP Wage Increase, other enhancements and bug fixes.

Enhancements

● (IR-7891) DSP Wage Increase
For more information, refer to iRecord User Guide > Participant Record > Plans > DSP Wage increase or click here

● (IR-8405 & IR-8413) The Fiscal Intermediary (FI) has the option to search and post expenditure of appropriate services for a 365 day period after the end of the service; "Easter Seals" has the option to search and post expenditure for an approved plan with service(s) where "FI(Agency)" is the "Payment Source" and "Provider" is "Easter Seals"

● (IR-6756) For a participant that has a plan in the Approved-to-Inactive (AI) status followed by reinstate and plan approval all within the same month, the "Monthly Contact" tool remains active

● (IR-8049) From the "Event-load Management" screen, the Supervisor of Waiver Assurance Coordinator (SWAC) has "Assignment" options available for a Waiver Assurance Coordinator assigned to another SWAC

● (IR-8050) The user has the option to clear details in iRecord for optional fields using the clear button (x), which is available toward the right of the field or the inline control

● (IR-8042) The DBA (doing business as) of a Support Coordination agency, when available, appears in parentheses on the "Support Coordination" tile and the agency preferred field on the "SC Agency Assignment" pop-up

Fixes

● (IR-6465) There was an issue observed on the obligated value of the "Plan Info" tile during budget recalculation after the end date of an approved plan was updated to an earlier date
Resolves budget-related issues on the "Plan Info" tile with an update to the end date of an approved plan

● (IR-8290) Adding "Goods & Services" with the same "Start Date" and "End Date" skipped "Service Approval"
Resolves the issue of "Goods & Services" not requiring "Service Approval" when the "Start Date" and "End Date" are the same

● (IR-8331) The "Notes" pop-up did not display a scroll bar for notes that extended the screen and the user did not have an option to view it
Adds a scroll bar for extended notes on the "Notes" pop-up

● (IR-8122) The sprocket in the "Action" column of the "Waiver and Medicaid History" was not being displayed for the VO-TS role
The "Action" column displays a sprocket, when applicable with the appropriate options, on "Waiver and Medicaid History" for the VO-TS role

Known Issues

● (IR-7675) There are cosmetic inconsistencies through the application

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports until these minor issues have been resolved

Patch Notes 3.56

09/05/2018

This release introduces a "Preferred Language" option during SC agency assignment, and also includes other features and bug fixes.

New Features

● (IR-7524) An individual in the Purchase of Care (POC) case management, who resides out-of-state, can be assigned to DDD CCR/POC, through "SC Agency Assignment" and then enrolled in a program for service plan creation and approval
For more information, refer to iRecord User Guide > Duty > Purchase of Care

● (IR-8028) iRecord introduces "Institution" duty
For more information, refer to iRecord User Guide > Duty > Institution

Enhancements

● (IR-7835) The "SC Agency Assignment" introduces "Preferred Language" option to provide the individual an option to select an agency supporting the preferred language during SC agency assignment or reassignment
For more information, refer to iRecord User Guide > Duty > SC Agency Assignment

● (IR-8047) The "SC Agency Assignment" option is only available for a user assigned with the duty and not, by default, for the SWAC role

● (IR-7504) For services provided by a Self-Directed Employee (SDE), there is no restriction on the number of units that can be provided in a week (when the budget is available for the service)

● (IR-7766) A validation is performed on services that includes a pre-defined "Rate" during "Save" to ensure that there are no discrepancies between the actual "Rate" and entered "Rate" of a service; the validation also displays a message "Please note that the rate has been automatically corrected from <Rate> to <Rate>"

● (IR-7870) The "Search" grid adds "Primary Diagnosis Code" and "Primary Diagnosis Code Description" in the "Show / hide columns" options for the appropriate roles

● (IR-8053) There is a new document type known as "UIR" and the appropriate user has the option to upload the document using the "Upload Document" feature on the "Documents" screen

● (IR-8052) "Add Case Notes" feature, available on the "Notes" screen, introduces "OI - Office of Investigation" note category

● (IR-3082) An email is sent to the Support Coordinator (SC) with "Service Approved" or "Service Not Approved" for each service that requires "Service Approval"

● (IR-8035) The system notes in the "Agency Assignment Notes" are displayed in the email sent to the appropriate entities during assignment or re-assignment of an SC Agency

● (IR-7963) For participants residing outside the state of New Jersey (POC case management), the "Participant" tile litmus displays green when the "NJ Resident Since" detail has not been provided

● (IR-7879) For participants residing in the state of New Jersey (Residential Address), it is mandatory to provide the "NJ Residence Since" field on the "Birth Info" tile, which displays a warning icon when this information has not been provided, for plan approval (the "Participant" tile litmus is green only after the detail has been entered)

● (IR-8027) The Social Security Number (SSN) is required for an individual and the litmus now displays red on the "Participant" and "Change Plan Status" tiles for participants that have not provided this detail

● (IR-7808) The "Service Description" field, which is optional, appears during the addition of a service with the following "Payment Source" options:

• Natural

• Generic

• DVRS

● (IR-6466) The option to edit the "Service Description" field is available until the "End Date" of the service

● (IR-7794) A "Description" field appears in the "Provider" section during the addition of a "Transportation" or Self-Directed Employee (SDE) service

● (IR-7009) "Enroll" to a waiver program when the individual is in a special program while plan approval is only permitted after the end of the special program

● (IR-7582) The litmus indicator on the "Participant" tile displays "<Participant First Name> is currently enrolled in <Special Program Description>" for an individual in a special program

● (IR-6456) Search by "Radius" from a "Zip" is available on the "Preferred Pharmacy" tile
For more information, refer to iRecord User Guide > Participant Record > Demographics > Medical > Preferred Pharmacy

● (IR-7883) Adds "Title" field, optional, for the "Name" tile in "Personal" and "Contact" tabs

● (IR-6478) There is an option to select one or more pharmacies on "Pharmacy(s) - To be Verified" for print, export (in excel) and deny

● Provider Search (IR-2974) Search for providers by "Distance" from a "Zip" is a new feature available here

Fixes

● (IR-7832) The "PA Info" displayed information that was not relevant for a few participants
Resolves errors on the "PA Info" tile to reflect information relevant to Prior Authorization

● (IR-7733) There was an issue observed where the time zone of a user device was calculated for an entry in iRecord, which resulted in an incorrect date being displayed for certain participant records
Resolves the issue of time zone discrepancies between a user device and iRecord for the participant details

● (IR-8010) There were discrepancies observed in the "Search" grid for the "Current NJCAT Self Care Score"
The "Current NJCAT Self Care Score" column displays the relevant detail of a participant within the "Search" grid

● (IR-8036) The "Monthly Contact" was expected for participants in iRecord when the status of the most recent plan was in Approved-to-Inactive (AI)
The "Monthly Contact" is not required for an individual when the most recent plan is in the AI status

● (IR-7683) The PCPT document was being replaced for the current plan, when reviewed and before approval, with the PCPT of an active plan if the review of PCPT on the active plan was performed after the review of the current plan
Resolves the issue of PCPT being replaced on the "Documents" screen for the aforementioned scenario

● (IR-7837) The "Save" control on "Review Pharmacy Info" was available for the VO-TS role
The VO-TS role does not have the option to save pharmacy information

● (IR-7657) "Export in Excel" on the "Alerts" tile opened duplicates of the same file for the FI and SFI roles
Resolves the issue of duplicate files displaying with the "Export in Excel" feature

● (IR-7790) "View Change Log" generated duplicate reports on multiple tabs
Resolves the issue of duplicates shown on multiple tabs for the "Change Log" report

● (IR-7788) Email Service Detail option on the "Service" menu was unavailable for the user assigned with SC HelpDesk or Manual Medicaid Waiver duty
The two duties include the "Email Service Detail" option on the "Service" menu

● (IR-7700) The user assigned with the DC Project duty was unable to edit the "PCPT" screen
Edit of the "PCPT" details is available for a user assigned with the DC Project duty

● (IR-7702) The BGS Supervisor duty did not have the option to unmask the SSN of a participant
The "Unmask SSN" feature is available for a user assigned with BGS Supervisor duty

● (IR-7702) The SC HelpDesk duty did not have the option to unmask the SSN of a participant
The "Unmask SSN" feature is available for a user assigned with the SC HelpDesk duty

Known Issues

● (IR-7675) There are cosmetic inconsistencies through the application

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports until these minor issues have been resolved

Patch Notes 3.55

06/27/2018

This release introduces two duties, and also includes enhancements and bug fixes.

New Features

● (IR-7569) iRecord introduces "Quality Management Unit" duty for an assigned user to view the appropriate participant records
For more information, refer to iRecord User Guide > Duty > QMU FY19

● (IR-6593) iRecord introduces "BGS Audit" duty, which allows the assigned user to view the appropriate participant records; the feature is similar to the "Audit" duty but do not permit addition of a case note
For more information, refer to iRecord User Guide > Duty > Audit

Enhancements

● (IR-7293) The Fiscal Intermediary has the option to include cumulative units, approved units till date, during the post of an expenditure for appropriate services
For more information, refer to iRecord User Guide > Participant Record > Plans > Expenditure

● (IR-7567) For a participant in a special program, enrollment in a waiver program is permitted but the "Change Plan Status" litmus indicator displays red until the expiration of the special program

● (IR-7474) "Approve Service" and "Deny Service" options have been updated to "Service Approved" and "Service Not Approved" respectively
"View/Edit Service Denial Notes" updates to "View/Edit Service Approval Notes - Not Approved"
"Service Approval Notes" for "Note Category" updates to "Service Approval Notes - Approved"
"Service Denial Notes" for "Note Category" updates to "Service Approval Notes - Not Approved"
Hover over litmus indicator for a "Not Approved Service" displays "At least one service not approved"
On "Change Plan Status" tile, a "Not Approved Service" displays "Review services not approved before changing the status of plan" when the user hovers over the litmus indicator
For more information, refer to iRecord User Guide > Duty > Service Approval

● (IR-6827) When a "Not Approved Service" is deleted and the service had an uploaded document, the document remains in the "Document" screen with the type "Deleted Service - Not Approved"
The category on the "Notes" screen for the corresponding note with the document of deleted service displays "Doc Upload - Deleted Service-Not Approved Notes"

● (IR-6944) A new line item has been introduced on the "Due-List" tile for a Support Coordinator that must enroll a participant in a waiver program and the "Action Required" displays "Enroll the participant in a Program"

● (IR-7578) The text for the email notification with a successful agency assignment for "Optional Additional Email Notification" field on "SC Agency Assignment" has been updated to provide additional information

● (IR-7566) When a revised plan is changed to the "Approved-to-Inactive (AI)" status, an email is sent to the appropriate providers

● (IR-7533) "Plan History" does not appear on the "Plans" menu when there are no plans generated for the participant

● (IR-454) "Quick Search" displays "No Search Criteria Provided" when there is no input and the user clicks "Enter"

Fixes

● (IR-7534) There were discrepancies observed in search results and certain participants were not being displayed by name
All available search results are displayed for the entered criteria

● (IR-7585) The "Filter" option displayed inconsistent results while applying various types of filter criteria to the search list (applicable for State roles)
Resolves the issue of an inconsistent result set with various types of filter criteria applied to the search list

● (IR-7512) On the "Participant" tile, "Medicaid" was not being displayed when the medicaid end date was the following day
"Medicaid" eligibility remains on the end date

● (IR-7489) The "Case Manager" tile was not displaying the available details of the participant
Resolves the issue of the appropriate details not displaying for the participant on the "Case Manager" tile

● (IR-7526) There was an issue observed with the "Monthly Contact" tool for a participant in an approved plan, when the previous plan was in the Approved-to-Inactive (AI) status
Resolves an issue with the activation of "Monthly Contact" tool for an approved plan when the participant had an earlier plan in the AI status

● (IR-7506) The user was unable to close the "Expenditure" pop-up with the "Close" control
Resolves an issue with the "Close" control on the "Expenditure" pop-up

● (IR-7547) The "Name" field on the "New Relationship" pop-up, which appears with the addition of a relationship on the "PCPT" screen, did not have a maximum limit for the number of characters permitted
There is a maximum limit of 100 characters for the aforementioned field

● (IR-7561) The "Plan Info" tile of a plan that has not been approved displayed the End Date of a previous plan, which is in the "Review-to-Reinstate (RR)" status, after viewing the earlier plan (in the RR status)
Resolves the issue of the "End Date" appearing from a previous plan in the RR status

Known Issues

● (IR-7675) There are cosmetic inconsistencies through the application

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports until these minor issues have been resolved

Patch Notes 3.54

05/30/2018

This release includes new features, enhancements and bug fixes.

New Features

● (IR-7106) The "Full Term" check box option is available for daily Individual Support service in CCP or CCP Transition, provided the service can meet the condition of being available for the full term of the plan
For more information, refer to iRecord User Guide > Participant Record > Plans > Outcomes > Full Term

● (IR-7241) For appropriate services, the service menu displays "View PA Info" option on approval
For more information, refer to iRecord User Guide > Participant Record > Plans > Prior Authorization Information

● (IR-7241) An email will be sent to the provider with the "Prior Authorization Status Letter" attached when the respective Prior Authorizations are processed by Molina system and received at the Division
For more information, refer to iRecord User Guide > Participant Record > Plans > Prior Authorization Letter

Enhancements

● (IR-7255) For an individual in a waiver program and "Retired" status, "Procedure" of services from the next tier, where applicable, have been provided; "Outcomes" in a plan that have never been approved are deleted with a change in the "Retirement" status for an individual in a waiver program

● (IR-7433) By default, the mailing address "same" check box is selected and details are copied from residential address when the user saves the residential address and "Mailing Address" details are clear

● (IR-7424) The SWAC role has been given the option to delete notes authored by any user

● (IR-7339) The "Message of the Day" pop-up has been redesigned for a better layout

Fixes

● (IR-7404) The user had the option to change the plan status of a CCP Transition plan to "Revision (RV)" status when the status change was already performed at an earlier time, which resulted in multiple versions of a macro plan
The "Change Plan Status" will be unavailable for the approved version of CCP Transition plan after a change in plan status

● (IR-7487) An individual in a CCP Transition plan created a new micro plan when the participant has been reassigned to another SC Agency
Reassigning a participant to another SC Agency does not create a micro plan in CCP Transition

● (IR-7397) There was an issue observed while entering the quotation marks in the "Notes" fields of certain tiles
iRecord permits quotation marks (both single and double) as special characters in the "Notes" fields in Religious/Cultural Information, Mobility/Adaptive Equipment, Behavior/Sensory Needs, Allergies, Dietary, Health Hazards/Concerns, Self-Care, Pathway Assessment and Medication(s) tiles

● (IR-7362) The "Change Plan Status" status indicator was displaying red, while satisfying all other conditions, when the "Participant" status indicator displayed yellow
The "Change Plan Status" status correctly displays green when the "Participant" status displays yellow and all other conditions are met for changing the plan status

● (IR-7345) On "Change Plan Status" tile, entering notes more than 1000 characters displayed a message, as expected, but then editing did not permit the user to change the plan status
Resolves the issue of user unable to change the plan status after entering more than 1000 characters and then editing the "Notes" field

● (IR-7425) When deleting a "Self-Care" need, the confirmation message also displayed notes that were associated with the self-care need
Resolves the issue of notes being displayed (on confirmation) during deletion of a self-care need

● (IR-7484) On "Safety & Supports" and "Health & Nutrition" tabs, "None" was displaying as a separate record on the tiles
Resolves the issue of "None" displaying a separate record on the aforementioned tabs

● (IR-7365) The "Email Service Detail" displayed "Draft" in the email subject for a service in an approved plan
Removes "Draft" from the subject of an email with the "Email Service Detail" feature for a service in an approved plan

● (IR-7387) The display of "SC Agency Assignment History" display was inconsistent on a mobile device
Resolves an issue with the display of the aforementioned on mobile devices with a single tile screen profile

Known Issues

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports until these minor issues have been resolved

Patch Notes 3.53

05/09/2018

This release includes new features, enhancements and bug fixes.

New Features

● (IR-6942) The appropriate services contain one of the following pre-populated PPL document:

• Timesheet

• Mileage Log

• Qualified Provider Invoice

• Goods and Services Payment Request Form

• Employee Reimbursement Form

For more information, refer to iRecord User Guide > Participant Record > Plans > Outcomes (the section displays under the "PPL Documents" heading)

● (IR-6495) iRecord introduces "SC Agency Assignment History" feature on the "Support Coordination" tile
For more information, refer to iRecord User Guide > Participant Record > Left Navigation > Support Coordination

Enhancements

● (IR-7197) For Interim, there is a maximum limit of "54 cents" for the "Rate" field during the addition of a "Transportation" service with "Procedure" of "T2015T - Mileage"

● (IR-7292) The option to revise a CCP Transition plan is now available for a participant, but only after generation of an annual plan and provided the CCP Transition plan has a future plan end date

● (IR-6712) "Abort" of CCP Transition also deletes the CCP annual plan, if generated

● (IR-7088) Any provider with a business name separate from its legal, registered name now consistently displays the business name through the application

Fixes

● (Hotfix on 05/17/2018) (IR-7336) On Chrome browser (version 66.0.3359.139), scroll down on "Communications Styles" tile, which is available on the "PCPT" page, resulted in entries being displayed on the bottom left side of the screen (desktop screen layout) and not on the tile
Resolves the issue of details appearing outside the "Communication Styles" tile and any other discrepancies observed on "PCPT" for the aforementioned version of the browser

● (Hotfix on 05/11/2018) Some users encountered an issue when attempting to edit the end date of an Individual Supports service in CCP plans to a date prior to the default end date(IR-7250) The user was unable to abort CCP Transition plan after re-assigning the participant to another Support Coordination agency
Resolves the issue of aborting a participant after enrolling in CCP Transition plan and then re-assigning the participant to another Support Coordination agency

● (IR-7329) There was an issue observed with the default start date of services displaying the same date (instead of next day) for an active plan, when approval of the plan resulted in the end of the current plan
Resolves an issue to display the appropriate start date, by default, for aforementioned services

● (IR-7313 & IR-7312) The "Support Settings" and "Communication" tiles did not display the complete notes when there were certain permitted special characters in the text
Resolves an issue with the display of notes on these two tiles with the entry of permitted special characters

● (IR-6953) There were duplicate entries displayed when submitted through the "Request Pharmacy" feature, which resulted from user-entered and the US Postal Service (USPS) formatted version of the same pharmacy
The address that is confirmed for a requested pharmacy through the USPS validation feature is the entry saved for the verified list

● (IR-6985) Assigning a participant, who is in the Approved-to-Inactive (AI) status, to an SC Agency required a monthly contact tool upload for the next month, even though the participant had not enrolled in a waiver program
Resolves the issue of the requirement of monthly contact tool upload for a participant in AI status and assigned to an SC agency without enrolling in a program

● (IR-7254) The email address and phone number has been updated on the "User Information" page ("Add New User" button) in "SCS Management"

● (IR-6836) For the "Epipen" medication, the dosage of 0.3 mg/ml was unavailable
Adds the dosage of 0.3 mg/ml to the list for this medication

Known Issues

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports until these minor issues have been resolved

Patch Notes 3.52

04/28/2018

This release includes a fix to resolve access for Support Coordinator - View Only (SC-VO) role.

Fixes

● (IR-7227) The SC-VO role was unable to log on and displayed the message "We encountered an issue!"
Resolves the issue of access to iRecord for the SC-VO role

● (IR-7208) The "Employment" check box was cleared during addition of a service to a previously approved Employment-related Outcome and employment status was removed, when service was saved to the "Outcome" without selecting the "Employment" check box
Resolves the issue of re-selecting the "Employment" check box during addition of a service to a previously approved Employment-related Outcome

Known Issues

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports until these minor issues have been resolved

Patch Notes 3.51

04/18/2018

This release improves the overall user experience with better response times, and also includes other enhancements.

Enhancements

● (IR-6780) Updates for enhancing the overall user experience with better response times through the application

● (IR-6998) An update of an individual's status to "Retirement" or "Not Retired" for a plan that has not been approved in CCP Transition now generates a full plan

● (IR-6924) The "Emergency Contact" tile has the following updates:

• An update to the priority of a contact displays on Left Navigation "Contacts" only after the user locks the priority order

• "Change Priority Order" unlock enables the priority box, which contains the list of emergency contacts

• The "Warning" icon and "Contact no is required" message are not displayed before entering the name of the new contact

Known Issues

● (IR-1774) "Planning Team" tile on the "Actions" tab allows duplicate entries
Workaround
The user must ensure that entities are not duplicated within the tile

● Internet Explorer and Mozilla Firefox have minor issues with reports through the application
Workaround
Chrome browser is recommended for reports until these minor issues have been resolved