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2021 Quarter Two Release Notes: EchoVantage

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The Echo development team is continually working to improve the EchoVantage experience for our customers. Here is a summary of recent releases in Quarter Two of 2021.

Chartless Client

The Chartless Clients feature allows users to add individuals not receiving Services, a parent, legal guardian, or caregiver as examples.

New Families Feature

The new Families feature, located between Clients and Groups on the main menu, allows associations between Clients, charted and chartless, via a Family or Families. Once a Family is created, users can add Members and Documents and complete and attach Forms. Members include charted and chartless Clients. To manage member participation, you can use Start and End Dates, which define the Client’s active membership period within the Family. In addition, the use of agency-defined Roles and Labels clarifies the connection between members and provides additional member details.

These enhancements are just a couple of new items included in 3.26. For more information, check out the full release notes at Release 3.26

Per Diem Charges

The new Per Diem Services feature allows billing of Date Range Services using an agency-created Template. These Date Range Services do not have a calculated unit but instead pull units directly from the number of days in the Service date range.

This enhancement is just one of the new items included in 3.25. For more information, check out the full release notes at Release 3.25

New Allergy Form

The new Client Allergies form using the next generation form renderer, FDNext, is introduced in this release. Searching for allergies is faster and more accessible due to the favorite allergies view enabled by default. This view is a shortened list of the most commonly used allergies and is customizable.

This enhancement is just one of the new items included in 3.24. For more information, check out the full release notes at Release 3.24.

Update to Duplicate Client Checking

When checking for duplicate Clients, an exact Social Security Number (SSN) match returns as a possible duplicate result. Matching Clients marked as Confidential also return in the results list.

Additional Recurring Events Options

Recurring Events on the Scheduler now allows users to update or delete multiple events in a series of events.

These enhancements are just a couple of new items included in 3.26. For more information, check out the full release notes at Release 3.23.