Feature Requests

Relationship to the individual question to have multiple selections possible. Currently it is a drop-down. This is a follow up question to Who is the primary contact for this Monthly contact question. The SC would like to add multiple individuals as they sometimes talk not just to one person but multiple to get all information regarding the customer. In turn would also like to select multiple relationships

Section 8 in the monthly and Section 11 in the quarterly section to not be complete on Initiation and text needs to be present before SC can submit for review. Currently we complete this section during initiation of the MT document.

Client Ask:- We are apprehensive to add Grammarly as it is quite invasive. We have not had the best interaction with that tool. Is there a basic tool that we can use like Word spell check

This new question is unnecessarily confusing and should not be asked. There are two annual visit requirements. All home visits are by definition annual visits and are captured in the monitoring tool through the home contact location. Fieldworker should capture and retain the date of all home visits from the MT and use it to set the next required home visit 365 days from the current home visit date. The other required annual visit is a non-home visit to a provider which an individual attends for 16 hours or more a week. This is the only new question that needs to be asked and the date this visit occurs should be retained in Fieldworker to set when the next annual visit should occur. I verified with DDD that DDD and non-DDD providers that an individual attends more than 16 hours a week need to be visited annually by the SC. I would change the Fieldworker wording to: Is this a non-home visit to a DDD or non-DDD provider that the individual attends for 16 hours or more a week? Finally, the non-home visit question should not appear to be part of the MT, but should be asked at the end of the MT.

QA process on FieldWorker to monitor rejection and MT status. The table or report would consist of MT submit date (Date when MT was first submitted for review by the SC) MT type (Monthly, Quarterly or Annual) MT Document Type (Monthly, Quarterly) Unusual Incident Report UIR FOLLOWUP NOTES: Date UIR added to Notes; Months UIR added to MT's; SC follow ups Section Based Rejection (Would like to see which section needed to be changed in the MT and reason on why a MT was rejected) MT rejected Date MT resubmission Date MT Approval Date MT Upload Date to iRecord (Could be populated from the DDD sync)

The Managers to have the capability to assigning people and rosters to themselves amongst themselves instead of having that responsibility just being on the Admin function