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May 2023 Updates & Fixes

May 27, 2023

This month has a number of updates and fixes. They include:

  • added STATUS indicator field to the CSV output when doing a data export for: EXPORT PRACTITIONERS ASSIGNED CLIENTS
  • added a district filter to the attendance report within the accounting module
  • fixed: removed link for SMS settings from staff user accounts because they lack the security permission to access that area. No violations took place. This prevents a logoff when a link is clicked.
  • fixed: incorrect link when a staff user viewed a client's record. When a sales manager link was clicked the staff user was logged off due to an improper security violation
  • fixed: staff users who are not allowed to use the practitioner pairing tool can no longer see the pairing link from the practitioner view page, client view page and main menu
  • fixed: staff users who are not allowed to edit practitioner and client permissions can no longer see the edit option from the users view page
  • fixed: records manager viewer would not load if a record was viewed from a page other than the first.

We are currently beta testing a new feature called on-demand tutoring. On-demand tutoring will allow clients to choose from a list of services and specializations and request a session in real-time.

Practitioners who are in waiting can review the request which includes the form information along with an optional comment and uploaded document. Accepting the request creates a Lessonspace online meeting where each of the participants are redirected to.

After the session the client is asked to leave a review where they can grade the tutor out of 5 stars and provide an additional comment about the service.

The practitioner is automatically redirected to the session completion page where they save the session and leave a report for the client. Next the client and practitioner are free to repeat this process if desired.

We look forward to providing this feature in the coming weeks. If you are interested in this new feature please send us an e-mail so we have a better understanding of its demand.

If you have any questions, please contact support at mail@bizstim.com.

Sincerely,

The Bizstim Team

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