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Keep up to date with all of the latest changes to Astalty.
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
You can now from within the notifications menu item create Team Member Birthday Notifications. This will give you a notification via email or within Astalty for when a team members birthday is coming up.
You can now add additional addresses to a participants profile. If the participant has a different postal address or if they are between multiple addresses this can now all be captured in Astalty. You can also provide more detail about an address within the Address Label option.
Download Draft Custom Templates
Document Sending Log
Emailing Templates
Participant Export Includes Secondary Diagnosis
We have now added a dedicated Secondary Diagnosis field within the participants profile to store any additional diagnosis for your participants.
Updating Account Owner within User Profile
Show Account Owner within User Menu
Updated From Address of eSignature Email to Signee
Download Draft Document Templates