PROD Release R1 (v1.15.0)

• •Plan of Care (New)
  • ◦Introducing Plan of Care — a new per-client tab that auto-compiles the client’s clinical picture (details, diagnoses, goals with progress graphs, authorizations) into an editable ABA treatment-plan document for payer authorization
  • ◦The draft is fully editable and autosaves as you type, with a visible Saved / Saving indicator and an explicit Save button
  • ◦Preview and download a branded PDF of the plan at any time, and finalize it when it’s ready to send to the payer
  • ◦Goal graphs, baseline, current progress, and mastery criteria are pulled in automatically from Programming
  • ◦A step-by-step guide is available in the Help Center, with a quick link right on the page
• •Staff Time Off (New)
  • ◦Staff can now request time off directly from the Appointments calendar
  • ◦Approvers are notified of new requests and can approve or reject them from the requests list
  • ◦Approved time off is checked against existing appointments so schedule conflicts are surfaced before they happen
• •Staff Training (New)
  • ◦Introducing Staff Training — build and deliver training courses to your team, right inside Cognix
  • ◦Course builder with sections and materials: rich text, document uploads, and streaming video, with a publish flow
  • ◦Quizzes, assignments with email notifications and automatic reminders, and a "My Training" page for staff
  • ◦Course player with progress tracking, sequential unlock (no skipping ahead), and save & resume
  • ◦Certificates on completion — BACB-template PDF with a public verification page
  • ◦Training reports with CSV export
  • ◦Public course catalog with free enrollment for external learners
• •Help Center (New)
  • ◦New in-app Help Center that adapts its content to your role
  • ◦How-to guides for building and taking training courses, and for the new Plan of Care
• •Dashboard
  • ◦Redesigned dashboard home, top bar, and left navigation for a cleaner, faster experience
• •Client Payments
  • ◦The "pay processing fees on behalf of clients" setting can now be overridden per client, on top of the existing organization-wide default
  • ◦Clients without an override keep following the organization default, and a "Reset all to default" action clears every override in one click
• •Appointments & Sessions
  • ◦Changing a client’s rendering provider now cascades to all of their open sessions automatically
  • ◦Service-type filter now correctly narrows results on the calendar and agenda views
• •Programming
  • ◦Goals and targets now display properly, and on-hold history is captured
  • ◦View a target’s full on-hold history — see every time it was placed on hold or resumed, with the date, time, and who made the change
  • ◦A goal is removed when it has no remaining targets, and adding targets from the "All" section is no longer allowed
• •Claims
  • ◦Claims can no longer be submitted to the clearinghouse when the insurance and service do not match
  • ◦Secondary claims can no longer be submitted when the primary claim was paid $0 — the Submit option is disabled with a clear reason, so you no longer send a secondary that will be rejected
  • ◦Secondary claims now report the primary’s full paid amount (all ERA payments combined) rather than a single line item
  • ◦The Submit menu now tells you why a claim can’t be submitted yet — flagging a missing service type, location, or authorization number
  • ◦Faster, more reliable Claims page
• •Reports
  • ◦Client Attendance Report: late arrivals and late pickups are now detected correctly — actual session times are measured against the originally scheduled appointment times
  • ◦Client Attendance Report: attendance percentages are now accurate and shown with two-decimal precision (e.g. 93.18%)
• •Team Management
  • ◦Duplicate invites can no longer be created for the same person
• •Notifications
  • ◦Notifications are now staff-only — the "all members" audience option has been disabled
  • ◦Fixed intermittent errors when loading the unread notification count in the mobile app
• •Client/Staff Profile
  • ◦Preferred first and last names now appear for staff and clients in additional areas of the app
• •Security
  • ◦Tightened access controls on clinical data — session, incident, and graph records are now writable only by staff, with read access for the client’s own family
• •Maintenance
  • ◦Dependency updates and stability improvements