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Keep up to date with all of the latest changes to Astalty.
We have added the option to now assign form submissions to participant profiles! Once you do this the form submission will appear within the participants Forms menu. To assign a form to a participant you can do this via the form submission itself. To learn more about this you can visit our user guide article here.
Note Template Usage Type Updates
Form Permission Bug Fix
User Permission Additions for NDIS Plan Page Access
Utilisation Report Sorting Options
Note Template Usage Type Typo Update
Astalty supports adding services for an NDIS Plan that has funding periods associated with it. For more information about funding periods, please visit our user guide article here.
Directory Tag Colour Updates
Participant Detail Addition
Report Updates
Implementation Update
We have added additional colour options to choose from when adding participant tags. See the image below to see this information.
Invoice Resending Updates
Xero Integration Mapping Items Additional Columns
Placeholder Updates
We have added a Invoice Batch filter to the Billable Charges Report this will allow you to filter the report by invoice batch to identify participants, and team members in more detail that are associated to charges within the batch.
Signature Request Submission Confirmation Email
We have added the ability for you to sort the Custom Template Menu in alphabetical order. Simply select the arrow to the right of the column you would like to sort by as seen below!
Participant Record Notification
Plan Manager Invoice Settings
You can now download individual Form Submissions via the Print option within a form submission! To learn more about this process you can visit our user guide article through this link here under the heading Exporting Individual Form Submissions to a PDF.
Participant Goal Report Update
We have added the ability to Update the status to previous status. To do this navigate to the submission entry within the Incidents Menu and select 'Update Status' when the status is in the resolves status you can revert the status.
Invoice Reminders Update
Team Billables Export Updates
User Profile Updates
Contact Import Updates
You can now see the phone number assigned to a user within the user menu. This reduce the navigation time visually see a users phone number.
Participant Export Update
Form Submission Filter Options
We have released the functionality that we now display the Participants name on the entry within the referrals menu. This will help to identify the prospective participant within the referral!
Forms Updates- Add an owner to a form submission request and archive a form submission
eSignature Request Updates - When selecting "Someone Else" in a signature request, the current user is now always a suggested signer
Calendar Updates - New Note template Usage Type
Teams Updates - Removing a deactivated user from an associated team
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
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