Replaced the Client Concerns screen and report with a much more flexible Client Assessment screen and reports. This new screen allows you to enter Reasons For Visit, Client Reported Concerns, Counselor Reported Assessment, and if you purchase the DSM-IV license, you can enter DSM-IV multiaxial evaluations. Some of these categories include a priority setting for Primary/Other, and the DSM Axis V contains the GAF score. There are new reports, including a score comparison report that will let you compare intake, follow-up and termination scores.

The schedule viewer screen has been modified so that the scroll buttons for time are now only above the time display along the left side of the screen. Previously, they were on each column which caused some confusion and took up considerable space. The old scroll buttons would turn red if a counselor had appointments outside of the current display time range. Now, small black arrow(s) on a yellow background will appear on the column header to the right of the counselors name to indicate appointments outside the current viewing time.

Updated the Appointment History and Find Client Appointment screens to only show counselor and appointment descriptions instead of the cryptic codes as they did previously.

Added a login audit trail.

Added a Counselor Activity Report which tracks all counselor appointment activity including individual, groups and couples, and other appointments. This supplements the Counselor Case Load and Client Contacts by Counselor reports that only showed individual client appointments.

Most of the 9/3/03 change apply to the Schedule Viewer interface. In particular, an effort was made to replace the appointment and counselor codes with the full text descriptions of those codes because many users found them cryptic. It also reduces the training time for new users.

Setting the number of columns to 6 is a good choice. That will let you see a useful amount of information in the appointment blocks along with giving you a week-and-a-day view while in single counselor view mode. (Assuming weekends have been turned off.)

There is a new automatic logout feature. You can set this feature on the System Configuration screen on the Miscellaneous tab.

The counselor names/descriptions are shown in the Schedule Viewer column header instead of just the counselor code.

By default, the appointment description is shown in the appointment block instead of just the appointment code. There are configuration setting to let you display just the appointment code if you prefer.

The counselor and appointment code drop-down lists throughout the system now display just the description by default. There are configuration settings to let you display just the codes if you prefer.

There are configuration settings for the font size of the column header text and the appointment cell text.

Some old Schedule Viewer layout configuration options have been removed because they have been replaced with new features and configuration items.

By default, weekends are skipped. There is a configuration item to turn them back on if you want. There is also a menu option on the View menu to temporarily turn weekends on and off. This makes better use of screen space, especially when displaying a single counselors schedule for multiple days.

The schedule background color can now be set for weekends and Mondays to make it easier to identify them, especially when working in the single counselor multiple day mode. By default, weekends are medium blue and Mondays are light green.

There are optional icons in the appointment blocks. The first icon indicates the type of appointment (Individual, Group, or Other). That icon will have an additional colored letter like a Green R if it is a recurring appointment, or a "Yellow P" if it is a placeholder, or a Cyan D if it is a Recurring Series Definition.

The second icon is the note indicator. It replaces the "*" in the old system. It will be gray if there are no notes. It will be white if there is a note. In addition, for Individual appointments, there will be a "Yellow A" if there is a note attached to the appointment or a Yellow C if there is a note attached to the client record.

The third icon only applies to Individual and Group appointments. It replaces the old SHOW code. It is gray until attendance is taken. It is green if the appointment took place (SHOW) or red if the appointment did not occur. (NO SHOW, CANCELED).

The SHOW codes have been updated slightly. There is no longer an OPEN or FILLED setting. There is instead a SCHEDULED setting. The rest of the codes stay the same for Individual appointments. For Group appointments there are only three settings: SCHEDULED, ATTENDANCE TAKEN, and CANCELED. For Other appointment types, there is only SCHEDULED, ATTENDED, and CANCELED. There are no longer any SHOW codes for placeholders.

There is a new report titled Appointments Missing Attendance that will list all the appointments for a specified date range that have the Attendance set to SCHEDULED. Normally, after the appointment happens, this should have been changed to SHOW, NO SHOW, CANCEL, ATTENDED, etc. This report will make it easier to find the appointments that need their attendance to be updated.

The size of the appointment length field has been increased to four digits.

Fixed a problem where the Find Appointments for a Client screen would fail to find an appointment for a client if there was only one appointment for that client. It worked fine if there was more than one appointment.

The Counselor Schedule reports did not correctly indicate canceled appointments. They now put the word CANCELED in front of canceled appointment descriptions and do not display continuation indicators for canceled appointments.

Fixed a problem related to a SYSTEM level user individual configuration settings being accidentally copied as system configuration settings.

Fixed a problem which resulted in a connection busy error when a user changed some values in the the User Configuration screen, Schedule Viewer Layout tab, and then selected the Apply button.

Increased the size of the First Name field to 20 characters as requested by a user to hold long hyphenated first names.

Fixed a problem in the Find Client dialog that would cause an error message if a name was entered that was longer than the field length.

Added a new Schedule report that prints multiple schedules per page, instead of each schedule on a different page.

Added a find by File Number to the client find dialog.

Fixed a problem that resulted in an error message if you opened a particular appointment screen before there were any appointment types defined for that type of appointment.

Fixed a problem that resulted in a error message if you opened the Group Registration screen before you had defined any group appointment codes.