Hospitality HouseKeeper – version 3.21

This release contains many new features resulting from our client-driven development processes.

What’s New

Functionality

  1. The Distance Calculator now has two options: Nautical (as the crow flies) and Driving (the most logical route according to Google Maps when the query is run). Authorized users can set their house’s preference in Site Config. Distances will show up in Guest Edit and in a Reservation beneath each person’s address.
  2. Houses that are closed on Weekends can reflect that in HHK, so that their Visit stats are accurate only for the nights they’re open. Users can choose to show those closed nights on the calendar (as vertical grey bars) or not.
  3. The Registration Forms can now be signed with a Topaz e-signing device, instead of just a touchscreen tablet.
  4. Users can now create Multiple Future Reservations at one time, say every Monday-Wednesday for the next 6 weeks.

Workflow

  1. The Patient / Guest chooser stage of Online Referrals has been improved to minimize duplicates.
    1. Patients who have previously stayed as guests are now recognized as the same person.
    2. Guests who are listed in both the Patient and Guest section of the referral are now caught and captured as the Patient.
  2. When typing a last name into the Reservation Search Bar, HHK now enters that name into the Last Name fields if you click New Person. In this latest release, if you type “Last Name, First Name”, the First Name will also be added to the First Name field.
  3. When dragging a Reservation to another room, HHK will now show an alert banner if the new room is unsuitable due to Room Constraints.
  4. In Online Referrals, there is a new Notes box which will correspond to the Reservation Notes field in HHK.
  5. Rooms can now be retired.
  6. Fields on the Registration Form that aren’t filled in are now hidden.
  7. For houses that take deposits, the Statement now has a Deposit line in the Summary Box, to assist users in interpreting the Current Balance Due.
  8. Incident Reports, when pulled up in Guest Edit, now show a blue background, so any guest reviewing them does not see their Guest Edit page in the background.

Reports

  1. For the Guests & Vehicles Report, a Total Unique Guests number has been added to the summary line at the top of the report.
  2. Billing Agents are now alphabetized in the Invoice Report.
  3. New fields added to the Item Report: Patient Name, Patient ID, Patient Address, Payment Notes.
  4. In the People Report, there is now a blue exclamation point next to any Address listed as “Bad” in Guest Edit.
  5. New filters added to the Demographics Report: Diagnosis and a toggle for Patient vs Guests & Patients.
  6. The Duplicates Report now includes options to better sort duplicates, not just by Name. Also, there is now an option to view all Guest / Patient duplicates.

Configuration

  1. When ConcatVisitNotes is set to False in Site Config, Reservation Notes are now hidden on the first page of a Reservation.
  2. If a House doesn’t track birth dates for minors, there is now a way to omit those guests from the Registration Form signature lines. The Site Config field RegNoMinorSigLines turns on the birthday date picker “Minor” button, and restricts the signature lines accordingly.

Fixes

  • In the Item Report, the Location and Diagnosis fields now correspond to their user defined terms.
  • Users can now delete Treatment Start and Treatment End dates—previously you could only update them.
  • The Rate Adjustment dropdown (where you can affect the room rate by a user-defined percentage) now follows through to the Visit when assigned in a Reservation, and can be assigned during a Visit.
  • Security improvements to Notes, Online Referrals, and e-signed Registration Forms. Our server was occasionally blocking users from viewing these, post or during submission. This should be fixed now.
  • The Waitlist on the Calendar is back to sorting by Arrival Date, then Create On instead of Arrival Date, then Alphabetical.

 

And of course, many minor improvements to processing, security, logging, and performance.