Version v4.8.0.2 LTS Release Notes copy · • Cloud Infrastructure Enhancements Importantly, to...

penelope case management software Penelope v4.8.0.2 Release Notes LTS

athena software

Table of contents

About this release ............................................................................................................................................. 3About the Technology Refresh ............................................................................................................................ 3

What is a Long Term Release? ....................................................................................................................... 3What is an Edge Release? ............................................................................................................................. 3

Technology upgrades ........................................................................................................................................ 4New features .................................................................................................................................................... 6Penelope enhancements ................................................................................................................................... 9

Action Triggers .............................................................................................................................................. 9Attachments ............................................................................................................................................... 10Australian Post Codes .................................................................................................................................. 10Authentication and security settings ............................................................................................................... 10Billing – EDI and CMS .................................................................................................................................. 12Billing – General .......................................................................................................................................... 13Billing – General Ledger ................................................................................................................................ 17Collaboration Suite ....................................................................................................................................... 17Custom reports (ERD and Data Maps) ........................................................................................................... 17Documents ................................................................................................................................................ 18Events ....................................................................................................................................................... 19General ...................................................................................................................................................... 19Informal Series ............................................................................................................................................ 21Intake Wizard .............................................................................................................................................. 21ORS/SRS .................................................................................................................................................. 22Pre-Enrolment ............................................................................................................................................. 22Reports ...................................................................................................................................................... 22System Administration .................................................................................................................................. 23

Legal notice ................................................................................................................................................... 26

3 Athena Software

About this release Athena Software is pleased to announce the release of Penelope v4.8.0.2 LTS.

Please review previous release notes if upgrading from a version prior to Version 4.1. Crucial information regarding upgrade details specific to each version are included in the applicable version’s release notes.

A reverse-chronological library of Penelope release notes can be found on our help site at: penelopehelp.com/category/whats-new/release-notes.

This upgrade contains important security measures designed to keep your system safe. We consistently monitor and update the security of Penelope to ensure your data is protected. It is always important to stay up-to-date with the most recent version of Penelope to ensure you are using the most secure version of the software.

About the Technology Refresh We have been working hard on a number of feature-upgrades, system redesign elements and behind the scenes innovations that help deliver significant improvements on a number of important fronts:

• Security • Performance and reliability • Extension of Penelope to support direct / public access by Clients and later, Third Parties • Audit-ability • Browser Compatibility • Cloud Infrastructure Enhancements

Importantly, to support these comprehensive upgrades, we will be migrating all existing clients on the Long Term Release (or earlier versions) of Penelope to the “Edge Prime (Future LTS)” release in the July-October period this year. That Prime version of Penelope will become the new Long Term release. After this point, older versions of Penelope will no longer be supported and agencies will have the choice of staying with this new Long Term Release or the new series of Edge releases.

If you are a self-hosted (non-Cloud) Penelope client, this upgrade process involves a fairly significant set of requirements for your internal IT technical team. You may wish to use this opportunity to make the switch to our secure cloud services as taking care of the technical aspects of your system is just one of the many benefits of Penelope as a Service!

What is a Long Term Release? This is a supported version of Penelope that has security updates during its lifecycle but no other features or functionality enhancements. This is helpful for organizations that want to deliberately plan how they roll out new functionality according to their own timescale as opposed to when Penelope updates are available.

What is an Edge Release? This is a supported version of Penelope that has both security updates as well as other features or functionality enhancements. This is helpful for organizations that want to take advantage of all the latest features added in Penelope or stay up to date with any third-party synchronizations (for example, DSS or NDIS).

Technology upgrades Risk mitigation and information security management never rests! Our recent ISO 27001 certification for Information Security Management is a proud testament to our commitment to protecting the privacy, availability and resiliency of your data. In combination with Penelope security enhancements and SaaS data security services, upgrading the underlying infrastructure components allows us to continue to provide the highest levels of security for your data on an ongoing basis moving forward.

Component Description Next steps and supporting documentation Type of action required

Install req.

Config req.

License key req.

Process review

SSL Penelope will now only operate using SSL encryption (i.e. Penelope must be accessed using the https:// version of your URL instead of the http:// version). If a user navigates to an http URL an error page will be displayed indicating they have used an unsupported protocol and will provide the appropriate URL.

If you are a SaaS client, we have you covered! Any changes to your URL will be communicated to you by the Technical Support team at the time of upgrade. If you are a self-hosted client, you will need to purchase a SSL certificate from a Certificate Authority (typically obtained through your web hosting provider). Documentation Set up SSL in Resin

https://penelopehelp.files.wordpress.com/2016/08/set_up_ssl_in_resin.pdf

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Postgresql The most recent version of Postgresql (9.6.2) provides greatly improved security, performance and stability - supporting faster response times under heavier usage loads. This upgrade should not impact any of the reports or import/export routines you may have in place and you can continue to use Postgres 9.2 if you prefer.

If you are a SaaS client, we have you covered and will take care of all infrastructure upgrades for you! If you are a self-hosted client, you will need to upgrade Postgresql, Resin, and Java. Documentation Penelope installation components

https://penelopehelp.com/2016/05/05/penelope-installation-components/ Penelope Installation Guide

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Resin Upgrading to the most recent version of the application web server (4.0.51) will help improve the system’s overall performance, stability and security. This upgrade will also ensure readiness for the upcoming Client Connect portal.

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Component Description Next steps and supporting documentation Type of action required

Install req.

Config req.

License key req.

Process review

Discontinuation of Java 6

The use of Java 6 on servers running Penelope will no longer be supported. Java 7 Update 79 CPU will now be the minimum version supported for use with Penelope.

https://penelopehelp.com/2012/09/18/installation-instructions-windows-2008/ Penelope Upgrade Guide

https://penelopehelp.com/2017/06/26/penelope-upgrade-guide/

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Browser support Internet Explorer 11 is now supported for use with Penelope! In the new LTS, you cannot access Penelope using Internet Explorer 9 or 10. If you attempt to access Penelope using one of these browsers, you will be presented with an error message stating “Your browser version is no longer supported. Please see the technical requirements for Penelope”. IE 9 and 10 have reached their “end of life” as supported browsers from Microsoft so, in accordance with our security policies and practices, these browsers will no longer be supported by Athena Software. More information about the Technology Refresh can be found here: athenasoftware.net/whitepapers/2017_Athena_Software_Tech_Refresh.pdf Information about Microsoft’s discontinuation of support for IE 9 and 10 can be found here: www.microsoft.com/en-ca/WindowsForBusiness/End-of-IE-support

Ensure staff are using one of the supported browsers. For a list of supported browsers and other workstation requirements, review the Minimum workstation requirements topic: https://penelopehelp.com/2012/11/23/what-are-the-minimum-workstation-requirements/

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New features Feature Description Next steps and supporting documentation Type of action required

Install req.

Config req.

License key req.

Process review

Penelope Online Dashboards powered by Reports

Athena Software now offers a special online subscription service that utilizes the reporting engine Tableau to provide a suite of online reports based on data from your Penelope database. Tableau is an online reporting and Dashboard tool that helps you see and understand your data. By connecting to your Penelope database, Tableau generates visualizations of metrics based on a configured data set. Twelve Tableau Reports have been introduced for all agencies that have purchased a Tableau package. They are now available for use with Tableau when the agency is running this version (or higher) of Penelope and have the applicable Tableau package.

To gain access to our Tableau-powered reports, please contact the Athena Sales team in your region:

• NA: 1 866 806 6014 • AU: 08 7200 0277 • NZ: 09 889 0809 • UK: 020 3289 1689 • [email protected]

Documentation Getting started with Penelope Online Dashboards

https://penelopehelp.com/2016/12/06/getting-started-with-penelope-online-dashboards-powered-by-tableau/ Penelope Online Dashboards Reports

https://penelopehelp.com/2016/12/06/penelope-online-dashboards-powered-by-tableau-reports/

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Rapid Scheduling A new Assignment tab has been added to the Agency Events page that provides the ability to find all events currently booked in a time frame with no attending worker or with a specific attending worker. Using Rapid Scheduling, you can quickly assign the events to another available worker.

No action required – this feature is automatically available to you! Documentation Assign multiple events with no attending worker

https://penelopehelp.com/2016/06/06/assign-multiple-events-with-no-attending-worker/ Reassign multiple events to another worker

https://penelopehelp.com/2016/06/06/reassign-multiple-events-to-another-worker/

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Feature Description Next steps and supporting documentation Type of action required

Install req.

Config req.

License key req.

Process review

Personal Demographic Information

The Personal Demographic Information feature in Penelope includes a series of drop-down lists for collecting demographic information for clients. These include Race, Ethnicity, Sex, and Language and the list options are representative of standards in the United States. Use of the Personal Demographic Information feature is optional. When the feature is enabled, the following will occur:

• The standard Gender field will be relabeled to Sex

• The standard Language field will be hidden and replaced with a Demographic Standard Module version

• A new Ethnicity field will appear • A new multi-select Race field will appear.

All values for the Race, Ethnicity, and Language fields are set per common standards, but the values for the Sex field is configurable. If enabled, these fields will be required on the Intake Wizard and Add Individual screens, and when editing existing individuals. Agencies will be able to set default values in the Individual Setup on the System Administrator side.

To use the Personal Demographic Information fields, you must enable the setting from the System Administration side of Penelope and configure your default settings. Documentation Configure Personal Demographic Information settings https://penelopehelp.com/2016/07/28/configure-personal-demographic-information/

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Clickatell Platform and Message Media SMS gateway providers

Two new SMS gateway providers have been added to Penelope: Clickatell-Platform and Message Media, Note: Clickatell-Platform is compatible with Clickatell accounts created Nov. 2016 and onwards.

To enable one of the two new gateway providers, please first ensure you’ve set up an account with your chosen vendor. Next, review the External Communications Configuration Guide. Documentation

x x

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Feature Description Next steps and supporting documentation Type of action required

Install req.

Config req.

License key req.

Process review

External Communications (Email/SMS) Configuration Guide https://penelopehelp.com/2014/01/16/how-to-set-up-sms-email-communication-in-version-4/

Barclaycard payment option

The Credit Card Integration Module is now compatible with Barclaycard (in addition to our existing options of Worldpay and SecurePay).

If you have not already configured your Penelope database to use the Credit Card Interface module, see the Credit Card Module Configuration Guide and then the applicable tutorial for processing credit card payments. Documentation Process a credit card payment in Penelope

https://penelopehelp.com/2016/09/15/process-a-credit-card-payment-in-penelope/

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DSS and NDIS modules

While both the DSS and NDIS modules are available in the v4.8.0.2 LTS release, we strongly advise that Australian clients submitting to DSS or NDIS run the most up-to-date Edge release as continual updates are anticipated to meet the changing Australian government systems. If you are currently on the LTS stream, please review the Edge Release notes since 4.6.1.0 here https://penelopehelp.com/tag/edge-release/

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Penelope enhancements The following list represents enhancements to existing Penelope features. In most cases, little or no action is required on your part beyond reviewing the updated help materials (if applicable).

Action Triggers

Enhancement Description Documentation

New Action Triggers and criteria Several new workflow and financial Action Triggers have been added to Penelope. Additionally, new criteria options are available for applicable Action Triggers including Individual user-defined lists and check boxes as well as Individual policy, funder, and DSS information. New Action Triggers include:

• For both Individual and Funder Rule Categories: o Payment is created and Payment is fully

applied o Invoice is created and Invoice is fully applied o Debit is created and Payment is fully applied o Credit is created and Payment is fully applied

• Workflow Task (applicable to most Rule Categories) o Workflow task has not been completed a

defined number of days after its due date o Workflow Task has not been completed a

defined number of days after its creation date New Criteria options include:

• Event-based Action Triggers now include Event Type as a Criteria option

• New Individual Policy-level criteria (for example, Funder, Policy Type, Policy Name, etc.)

• Additional User-Defined checkbox and drop-down fields

• DSS-based fields

Action Triggers User Guide

https://penelopehelp.com/2016/01/22/action-triggers-user-guide Action Triggers Use Cases https://penelopehelp.com/2016/01/22/action-triggers-use-cases

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Attachments


In-browser attachment viewing When you download an attachment from Penelope, the file(s) will now open in a new browser tab (depending on the file type and user's browser settings/preferences). This enhancement makes it possible to view attachments on mobile devices that don’t have file attachment directories (for example, iOS devices).

View an attachment

https://penelopehelp.com/2016/10/19/view-an-attachment/

Fix for attachments with the exact same date/timestamp on the same record

When more than one attachment is uploaded to a single record at the exact same date and time (to the millisecond) on a single record, each attachment will now all appear in the download tab of the Attachment sidebar. Note that this issue most commonly occurred during attachment migrations.

Australian Post Codes


Update of AU postal Codes For Agencies that have purchased a copy of the Australia Post's Post Code list, a script can be ran on their database to insert/update the suburb/post code tables to match the most recent list provided by Australia Post. The script matches the quarterly updates provided by Australia Post. Proof of purchase from Australia Post is required. Please contact the

https://penelopehelp.com/2017/08/01/australian-post-codes/

Authentication and security settings


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Updated algorithm for verification codes issued by Penelope

As an added security measure, a combination of characters and numbers are now used when generating verification codes.

Updated password length limits for external tools

The password fields for the External Communications (email and SMS), ORS/SRS, Credit Card, and DSS modules have been updated to allow for saving a password of unlimited length.

Ability to add any clinical-based worker as “other” to Service Files

A new Security Class setting called Allow for Adding any Clinical-Based Worker as Other to Service Files in the Case and Service File Security Settings section has been added. When enabled, allows the user to add another clinical-based worker as the Other worker on a Service File regardless of other site or case service-based security settings in place.

Penelope End User Security Configuration Guide

https://penelopehelp.com/2012/09/18/security-settings-in-penelope-tutorial/

Worker accounts added will not automatically lock after 7 days

Newly created worker accounts in Penelope which have not yet had a password set for the account will remain unlocked even after 7 days. When combined with the password reset feature, this enhancement enables the new user to set their own password without the person who created their account having to set and provide them with an initial one.

Independent enable/disable for Authentication e-mail

Authentication email now can be enabled/disabled independently of the External Communication email to allow for 2-step authentication and password reset communications to be sent even if all other external email communications are disabled.

Authentication Guide

https://penelopehelp.com/2016/01/22/authentication-guide-2 External Communications (Email/SMS) Configuration Guide https://penelopehelp.com/2014/01/16/how-to-set-up-sms-email-communication-in-version-4/

Password expiry time frame The password expiry time frame validation has been updated to ensure that all users passwords are being set to expire at the correct interval set in the Security setup on the System Administrator side.

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System Administrator-generated PINs

When a System Administrator account generates a PIN for 2-step authentication for a user, the PIN will now be valid for 24 hours. Note: A System Administrator-generated PIN overrides any PINs generated for the account by the user.

Billing – EDI and CMS


Loop 2310B no longer includes Organizational Rendering Provider details

In accordance with EDI standards, the Organizational Rendering Provider details will no longer be pulled into the EDI file as part of the 2310B loop

EDI 837P Configuration Guide

https://penelopehelp.com/2016/10/24/configure-penelope-for-use-with-edi-837p/

Removal of Organizational Rendering Provider

The Organizational Rendering Provider configuration for EDI files has been removed from Penelope. The only rendering provider line that will be created within an EDI fill will now pull from the worker rendering provider details. Billing Provider and Service Facility Provider information will pull from the main Agency setup information.

Enhanced CMS Setup label display The labels on the CMS Setup page on the System Administrator side of Penelope now display the full text.

Rendering Provider in box 24J on CMS 1500 form and previews

The rendering provider in the 24J boxes on the CMS 1500 form and previews will now populate with the same information as the EDI 837 file, including where a rendering provider other than the primary worker is being used.

Rendering Provider in loop 2420A and 2310B

The EDI rendering provider (2420A and 2310B) loops will be omitted where the worker's rendering provider field is blank thus ensuring the agency (the billing provider name appearing in 2010AA) is “applied” for that claim.

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The Policy Authorization number to no display in the Line loop unless different from the Claim loop value

When the Policy Authorization number (G1) has the same value in the 2300 and 2400 loops, the number will only display in the 2300 loop. The 2400 loop's G1 code will only appear where the Line's Policy Authorization number is different from the Claim's (2300) Policy Authorization number.

EDI Version on the 837 Detail page displays the version the file was generated for

The EDI Version field on the 837 Detail tab will now display the EDI Version the EDI 837 was generated for (i.e. 005010X222A1 vs. 004010X098A1).

Billing – General


Policy Wizard enhancements The Policy Wizard interface has been enhanced to provide a list of active Public, Group, and/or NDIS polices as well as the option to create a new Private Policy for the selected Funder.

Add a Group Policy Coverage for a client

https://penelopehelp.com/2014/08/13/how-to-add-a-group-policy-coverage-for-a-client/ Add a Public Policy Coverage for a client

https://penelopehelp.com/2014/08/13/how-to-add-a-public-policy-coverage-for-a-client/ Add a Private Policy for a client

https://penelopehelp.com/2014/08/08/how-to-create-a-private-policy/

$0 Service Units Billing to Funders Service units can now be setup in policies and coverages to bill to funders at a rate of $0. A filter has been added to the criteria section of the Generate invoices in batch mode page to allow for filtering for service units billing at a rate equal to $0 or greater than $0 only when generating batch invoices. Note: When a service unit is billing at a rate of $0 to a funder Co-Pay and SSQ is disabled for the service unit in the policy/coverage.

Billing Module Configuration Guide

https://penelopehelp.com/2016/10/24/configure-the-billing-module-in-penelope/

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New “Invoice Preview” option An “Invoice Preview” is available for unposted invoices on the Batch and Invoice pages. An Invoice Preview is a copy of the invoice with a watermark containing the text “Invoice Preview”.

Generate a Batch Invoice

https://penelopehelp.com/2012/11/23/how-do-i-generate-batch-invoices/ Complete Reports Guide

https://penelopehelp.com/2012/09/18/reports-guide

Search by Site Tree on Generate Invoice in Batch mode

When on the Generate Invoices in Batch mode page, the Site filter in the Batch Selection Criteria section now has the Site tree checkbox to allow searching available line items by a site tree or a single site.

Ability to set Credit Card Setup back to “-select-”

When the gateway provider field is reset to “-select-” and the status is set to inactive, the setup configuration will now be able to be saved. This will hide the previous credit card provider setup box so as to prevent further editing of that credit card gateway provider's details.

Configure the Credit Card Module

https://penelopehelp.com/2017/03/22/configure-the-credit-card-module/

Department tree structure The following enhancements have been made to Departments:

• Departments (on EAP-based Funder Profiles) can now have a multi-layered hierarchical tree structure.

• Departments have a separate page where additional information will be tracked and the relationship of Departments branches will be displayed. Departments can be added to the existing tree structure on this page as well as make an existing Department inactive.

• A new “Department” sub-tab of the Funder search tab can be enabled. To enable this option, on the System Administrator side, in the Funder Setup page, enable the “Department Search Enabled” setting to allow for searching and displaying a list of departments by funder.

• The Department “Name” field now allows for up to 50 characters while the “Description” field now allows for up to 200 characters.

• On the Department page, all Individuals currently assigned to that Department (as Policy Members) can

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now be reassigned to another department on masse (the Policy Member Department field is updated).

• When A Funder is not editable (for example, when set to “inactive”), a user will be unable to add or edit any Department associated with that Funder.

Funder state Funders can now be made inactive. When a Funder is inactive, it will not appear in drop-down menus and suggest lookup lists. If a Funder is made inactive, existing Policies for that Funder will not be made inactive. You will still be able to complete billing for existing Policies.

Funder Type 2 drop-down no longer required unless configured

The Funder Type 2 field on the Funder Profile will now only be required where it has been explicitly set as a required field on the System Administrator side of Penelope.

https://penelopehelp.com/2014/08/05/how-to-add-a-funder/

Modified stamp is not updated when applying amounts on receipts

When applying amounts to payments and credits, the modified stamp on the receipt page will no longer be incorrectly updated with a new date and time. The modified date and time will remain to be based on when the Receipt itself (payment or credit) details are modified as intended.

Update Fully applied date when updating payments, credits, and debit dates

When a Payment, Credit or Debit date is modified, the fully applied date will be updated if the financial document has been fully applied.

Default Funder Class setting on Funder Setup

On the System Administrator side of Penelope, in Funder Setup, a new “Default Funder Class” setting is now available. If desired, you can set whether Insurer, EAP, or neither Funder Class is the default option when creating new Funders.

Funder Class field cannot be modified once set to EAP

Once a Funder has been added with or edited to the Funder Class of “EAP”, it can no longer be changed to the Funder Class “Insurer”.

Funder and Department Suggest Lookup option

A new setting to only use Suggest Lookup lists for all instances where Funders and Departments appear as list values. Note that the results displayed will be limited to active values only.

Billing Module Configuration Guide

https://penelopehelp.com/2016/10/24/configure-the-billing-module-in-penelope/

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Honoring tab order on Funder profile

Users will now be able to use the tab key to navigate through the fields on the Funder Profile.

Removing an Invoice from a Batch updates number of invoices

When an invoice is deleted from a batch, the number of invoices calculation on the batch will now be updated to correctly reflect the deleted invoice.

Tab order on Funder Profile honored

The Funder Profile tab order is now honored allowing users to navigate the page using their keyboard and the tab key.

Batch invoice only includes Service Units from within the selected date range

When selecting a date range in the Batch Selection Criteria section, only Service Units falling within the specified date range will be included whether the “View Units” option is selected or not.

Consistent ordering of policies in Billing Sequence when adding new Service Files

If the “Add Policies to Billing Sequence > Add all available policies” setting is enabled, policies will now follow descending by order of entry of the policy member when adding a new Service File.

New Coverage Maintenance filter If enabled by a System Administrator, the Funder Type 2 field will now appear as a filter on the Coverage Maintenance page.

Ensure that worker’s name is added to the last modified date on the Deposit page

When modifying a deposit, both the worker's name and date/timestamp of the modification will be updated to reflect the change.

Member number character limit increased for policies

When using an individual identifier as an individual's member number on a policy, the field no longer has a 20-character limit.

Invoice display on Individual/Funder Account page

When using the Date > “As Of” filter and setting the “As Of” date to be the current date (on the Individual and Funder Account pages, in the Account Detail section), all invoices dated prior to and including the current date will now appear.

Invoice Status filter in Search functioning as expected

The Invoice Status filter will now be honored when returning results on the Invoice Search tab.

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Billing – General Ledger


General Ledger nightly routine moved to System Administrator configuration

The General Ledger nightly routine has been moved from a setting in the resin.xml file to a setting in Penelope. When enabled, the General Ledger routine is now set as part of the configuration of the module.

Collaboration Suite


Invalid Request Error on clicking Edit on Case and Event Message tabs

The “Edit” button will no longer appear for the “Messages” tab as it is not able to be edited, but will appear when on other editable tabs at the Case and Event pages.

“Fill Document” link on Workflow Tasks

The Document name will now wrap into subsequent lines to prevent it from being cut off for documents with longer names. The “Fill Document” link will now appear at the end of the Document name for Workflow tasks.

Attachment sidebar on Workflow tasks

The Attachment sidebar will appear on all non-client based tasks whether or not directly assigned to a worker.

Task drawer event view displaying events at midnight

The event view in the Task Drawer will now correctly display events with a start time of 12:00am rather than omitting them from the list of daily events.

Custom reports (ERD and Data Maps)


Updated ERD An updated ERD is available that reflects the new features and enhancements in Penelope.

Penelope ERD and Data Maps

https://penelopehelp.com/2013/12/09/penelope-v4-erd/

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New database table to track report time zone

A new table and field have been added to the database to track the time zone in reference to external third-party reporting tools when converting database date/time fields.

Documents


“Hide N/A” option available for Scored Questions

When setting up document templates, a new “hide N/A” option is available for scored questions. This option prevents “N/A” (“not answered”) from being displayed to users responding to that question while completing a document. This functionality allows users to leave the question unanswered. If a user chooses not to respond to that question, the answer is still saved as “N/A” in the database for the purposes of determining the No Response Limit for Scoring calculations.

Document Building Guide

https://penelopehelp.com/2016/01/25/document-building-guide-2/

Space after tags removed when a Letter is printed

When printing a Letter document, additional spaces after tags are be removed.

Bullets in Document header and footer areas now save

When adding bullets in rich text areas in headers and footers on pages, sections, groups and composite questions, the bullets will now appear when viewing the completed document.

“Hide N/A” option now honored for radio and checkbox list questions

When enabled via the “Hide NA setting”, the “N/A” option will now be correctly hidden for radio list and checkbox list questions on the add/edit screens.

“N/A” now displays for slider questions

Slider questions will now display a “N/A” option when a slider question is set to “Required with N/A” and the “Hide N/A” option is off.

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Events


Allow for manual entry of start date when booking an Event

A new manual input field has been added to all Event booking screens to allow for setting the start date of the event using a keyboard. The “select date” calendars and availability sections remain available to set the start date as well.

Book an event

https://penelopehelp.com/2015/04/24/book-an-event/

"Default Booking Workers to Events" setting now honored

When creating a new Case Service and setting “Default Booking Workers to Events” to “No,” the setting will now be honored when saving the new Case Service.

Limit reschedule event to 24 hours When rescheduling an event, the maximum length is now limited to 24 hours.

Reschedule an event

https://penelopehelp.com/2015/04/24/reschedule-an-event/

Ability to add multiple Case members to the same group even when "Display warning when booking another case member from a case into the same group" setting is on

When the setting "Display warning when booking another case member from a case into the same group" is on, users will be able to add multiple members from the same Case to the Group. The user will receive a warning and can then proceed with adding the members to the Group.

"Select Date" input on repeating events now functions as expected

The “Select Date” option when booking repeating events now allows users to select a date and adds the correct number of events.

Default Booking Worker to Events A new 'Default Booking Worker to Events' setting has been added on the case service setup page. When unchecked it sets all newly booked events in for this case service to have no attending workers by default. The Primary Worker of the service file will be added as a non-attending primary worker on the events for billing purposes only.

General


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Removal of Kiosk Feature The Kiosk features has been removed from Penelope. Related functionality including all Kiosk user accounts, the ability to reactivate or create new Kiosk accounts, and the Kiosk configuration of the Intake Wizard has been disabled or removed.

Improved error messages The wording of error messages throughout Penelope have been improved to provided clearer directions to resolve the issue(s).

Removal of the reload page and login popup page

When logging into Penelope, the login page will automatically load. A new pop-up window and reload tab will no longer be required.

Date of Birth field warning in Safari When using a Safari browser, the invalid date of birth field warning will no longer continue popping up after being dismissed.

Confirmation when modifying a Case Service name

When the name field on the Case Service setup page has been modified, the user will receive a warning on attempting to save changes to the setup indicating they have modified the name. The user will be able to click “ok” to save the changes or click “cancel” to return to the edit screen to cancel or make further changes.

Client able to indicate consent for communication when email and/or SMS fields are empty

When the “Client Consents to Receive” fields are set to email or SMS and the Contact Type value is then removed (i.e. set to an empty value), the user will now receive a warning indicating that a contact method is required when attempting to continue or finish the Intake Wizard or Add Individual processes.

"Show More/Less" Link on Collateral Contact Box

The Collateral Contact box on Individual and Funder profiles will now have a “Show More/Less” option to display additional Collateral Contacts where a long list of Collateral Contacts has been added for that record.

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Procedure code maximum length extended to 50 characters for Service Units

A Service Unit can now have a procedure code of up to 50 characters. This applies to both newly added and editing existing service units.

Site Suggest Lookup now compatible with the “Include Site at Login” preference

When “Site suggest lookup” is enabled in Penelope and a user has the setting “Include Site at Login” enabled in their preferences, the user is now able to choose a site to log into.

Prevent worker from being assigned to a Service File twice

A worker will not be able to be assigned to a Service File as both a “primary worker” and “other worker” at the same time.

Owl icon links to worker homepage

A user can now navigate to the homepage by clicking on the Penelope logo (owl icon) in the left sidebar.

athenasoftware.net on login page links to corporate website

A user can now navigate to the Athena Software corporate website by clicking athenasoftware.net located at the bottom of the login page in Penelope.

Informal Series


Rescheduled Informal Event title correctly displays updated day/time/duration

When an Informal Event is rescheduled, the Event title information will now be updated to reflect the new date, time, and/or duration.

Intake Wizard


Enhanced formatting for Client Consent in Intake Wizard

The formatting for the Client Consent fields with regards to Communication methods has been enhanced for a better fit and display on different browsers and screen sizes.

Add a client to Penelope using the Intake Wizard

https://penelopehelp.com/2016/01/22/add-a-client-to-penelope-using-the-intake-wizard/

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Clear value when invalid User Defined date/date-of-birth field entered to avoid repeat popup

When an invalid date is entered for the Date of Birth or a user-defined date field on the Intake Wizard, the invalid entry will be cleared from the field after the user dismisses the pop-up message acknowledging the error. This prevents the pop-up message from continuing and to ensure a valid date entry or a blank value is present as required for a successful save of the record.

ORS/SRS


ORS/SRS session number now limited to 20 for ORS adapter

When submitting session information for ORS/SRS documents, all sessions above 20 will be submitted with a value of 20. This is due to a limitation by OpenFit to return data for 20 sessions or less.

Pre-Enrolment


PSQL exception on Pre-Enrollment Page when selecting sites

When both Individual and Individual Availability Site are selected on the Pre-enrollment list, users will no longer experience a PSQL exception including when Site security is enabled.

Reports


Updated report descriptions The report descriptions throughout Penelope have been updated to provide a clearer description of the information provide within the report. The descriptions now match the.

Complete Reports Guide https://penelopehelp.com/2012/09/18/reports-guide

Unit Coverage Use Report This new report displays an individual's policy coverage information including unit limits, used coverage, remaining

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coverage and itemized details, when selected, as of today for policies added within a specified time period.

Service Unit Procedure Code on Event Details Report

The Procedure Code for Service Unit(s) added to Service Events will now appear in brackets next to the name of the Service Unit(s).

Service Unit Procedure Code on Group Event Details Report

The Procedure Code for Service Unit(s) added to Group Events will now appear in brackets next to the name of the Service Unit(s).

Error when running Worker Day Sheet Report

An error will no longer occur when an address for an attendee is missing.

Improved display for slider questions in Document Report

The display of Number questions with a Slider format has been improved to avoid values overlapping the slider.

"Service File Status" filter for the “Service File As Of Report” now functions as expected

The “Service File as of Report” has been updated to ensure the “Open” option includes only Service Files that were open at the “as of” date.

System Administration


Ensure users can log in through SSO

When a user logs in through SSO, Penelope de-crypts the user's UID from their Identity Provider.

Authentication Configuration Guide

https://penelopehelp.com/2016/01/22/authentication-guide-2/

System fields moved to the resin.properties file

A variety of system fields have been moved to the resin.properties file to increase stability. These fields include:

• Penelope External URL • Attachments directory

External Communications Configuration Guide

https://penelopehelp.com/2014/01/16/how-to-set-up-sms-email-communication-in-version-4/ Authentication Configuration Guide

https://penelopehelp.com/2016/01/22/authentication-guide-2/ Configure File Attachments for the first time

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http://penelopehelp.com/2012/09/18/attachments-tutorial/

Deactivating select user-defined drop-down field values

Enhancements to the behavior of deactivating user-defined drop-down field values have been made to ensure consistency in allowing values to be deactivated if they have been previously used and are unable to be deleted.

Service File Filter improved functionality

On the System Administrator > Service File Setup page, the Service File filter will now allow for “0” (today only) or empty (no limits) values. Note that the value can only be set if the “Apply Service File Filter” box is enabled first.

Agency link setup field length limited

When entering the Name and URL values when setting up Agency links, the user will be limited to entering 80 and 250 characters respectively to match the field limitations.

System Monitor URL A new System Monitor URL is available for any service to periodically hit to check Penelope’s status.

https://penelopehelp.com/2017/03/24/about-the-penelope-system-monitor

Ensure Agency Events page Default site settings are honored

When “Default to Event Site” or “Default to Worker Site” options are enabled in the Event setup, Event and Worker site fields default to the workers logged-in site on first login as intended.

Startup failure page When Penelope has failed to start and a user attempts to access the Penelope URL, the user will now be redirected to a page notifying them to contact the System Administrator at their organization.

Require 'disable field truncation' set to true

Disabling field truncation is now on by default. The full contents of fields will be saved to the stdout.log files instead of being truncated at a set length when a record is saved.

Version based incremental upgrades

When upgrading from older versions, if an error occurs during an upgrade, the process will stop at the last successful complete version. An error message in the stdout.log indicates the version that Penelope can be started with while the issue encountered upgrading to the latest version is resolved.

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The stderr.log file logs cycling configuration

The stderr.log file will now roll over at the start of each day to create separate files to prevent the stderr.log file from becoming too large.

Avoidance of search engine crawlers

Penelope will no longer be searchable via google and other search engines. If desired, a setting in the resin.properties file has been introduced to allow for search-ability.

Expanded logging in the stdout.log file

Rich text fields (i.e. Notes, Documents, etc. with rich text fields) are now shown in the stdout.log file.

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