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Keep up to date with all of the latest changes to Astalty.
We have released the referrals functionality this week! We are very excited to introduce this new feature. If you would like to read more about this functionality you can check out our user guide articles linked below. Referrals is a premium functionality and accompanies incidents as a supplementary feature to the forms functionality. You can access the referrals functionality through this link here
Related Articles
Check in from Calendar Event
Budget Details Extended
Note Template Usage Type for Budgets Item Description
Record and Plan Expiry Calendar views
Preferred Contact Method in Participant profile
Voided Charges Report Updates
New Image Element to Form builder
Employment title placeholder
Invoice Reminders - Disabling option within the invoice
We have just added the Team Billable Hours Export that you can find through this link here. You can find out more about this report from our user guide article here
Xero integration Text
Participant Export Updates
Employment End Date Prompt
Staff Anniversary Notifications
Participant Birthday and Plan Expiry Calendar Views
You can now filter the Participant menu by the participants address! This will help narrow down participants by suburb to assist with planning your home visits
Team Billable Export - Adding the ability to export by team
Participant Record Report - Add the Signature Status filter and column to this report
NDIS Plan report - Add Participant Tag filter option
Plan Export Updates
eSignature Functionality Update
We have added the ability to create calendar events from within the Task View in the 'Actions' options! Upon clicking you will be brought to the event creation option similarly to as you would when creating a calendar event within the calendar functionality.
Email Task Summary From Task
Participant Export - Primary Contact Information Included
eSignature - Ability to Delete Finalised eSignature Request
Organisation Menu Filter Option - Add Address Filter
We have added the ability to select a plan period within a participants profile, in the utilisation menu. This is a handy way to see your budget and how it was spent in a participants previous plan.
Participant Placeholder Additions
We have now added the Request for Replacement Support NDIS Template to our NDIS Templates option form within a participants profile. This new template makes use of the Astalty placeholders in line with the other NDIS Templates.
Implementation Summary Update
Cancelled eSignature Update
You can now add Tags to individual plan managers within the Plan Manager Directory. This will assist with adding a finer level of detail to the Plan Manager Directory within your organisation.
Charge Item Unarchiving
We have fixed a bug that was preventing users from updating plan manger contact details within the Plan Manager directory page
Upcoming Forms functionality!
We have introduced the ability for account owners to disable their users ability to disable their own 2FA. This is an organisation wide action. This can be done within the Security Settings menu.
Plan Manager Directory Update
Plan Directory Fix
Spelling Error Fix
We have added a search bar to the NDIA Error Report. You can now search for participant names, key words, and users within this report.
Participant Alerts - Increased Character Limit
Participant Directory - Contact Phone Number Format Update
Microsoft Integration Expiry Notification
Resource Tags