Product Updates

Product Updates

Product updates, new capabilities, platform improvements, and release notes for the Client Management Application.

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  • DocumentTemplate editor updated with Ace

    The DocumentTemplate editor has been replaced with Ace (https://ace.c9.io) The editor now supports syntax coloring and theme selection. The editor styling has been changed to maximize usage of the current browser window size. Below are some sample screenshots showing the coloring and theme selection:

  • Client Tags

    Client Tags are optionally available. To enable Client Tags, specify a list of Codes with a table of Client and a field of clientTag. An example list of Tags: When specified, a new drop down appears in the Client backend screen: Tag When enabled, Tag…

  • Changes to Balance Verifications (CDVs)

    Sending a Balance Verification (VR, CDV) no longer requires setting the Proposal Status to Queued. When the Proposal Reason is set to VR, the proposal is scheduled to go out with the next RPPS DMP Batch. After the Balance Verification (VR) Proposal Status is transmitted,…

  • Set Drop Reasons for multiple accounts

    The DMA Client/Creditors tab view will now display an action that allows the updating of the Drop Reason for all OPEN and Queued Client Credit records linked with a DMP BillerID.

  • Estimate table includes Hardship payments

    The ClientCredit Estimate table in the LMA now displays a matrix of monthly payments for each of the available Hardship codes. When a Creditor does not have Hardship codes, the Expected Payment column is carried over into the indicators. The Totals rows indicates the sum…

  • New Creditor Hardship functionality

    Creditor Hardships are now specified at a Creditor level. If a Creditor does not have any Hardship records, a hardship indicator will not be selectable when editing a Client Credit record. The new functionality allows specifying different parameters based on Creditor specifications.

  • Waived Fees Report

    The Annual Waived Fees Report is now available under the System Management section. This report iterates over all months for the selected year and computes the waived fees based on the Monthly Fee rules for that state. The results are available either as a Summary…

  • Add BillerColoring

    In order to identify certain RPPS BillerIDs that should not be used or should be avoided, BillerColoring functionality has been added to the CMA. Under System Management/Biller Coloring, a list of BillerIDs can be added along with the HTML that should be displayed next to…

  • Add Setting variables to generate Client Monthly Statements

    There are two new Setting variables that can be used to generate Client Monthly Statement for Active Clients: DOCUMENTTEMPLATEID_DMA_MONTHLY_STATEMENT DOCUMENTTEMPLATEID_DMA_MONTHLY_STATEMENT_EMAIL These work like the QUARTERLY variables. If a DocumentTemplateID is specified for DOCUMENTTEMPLATEID_DMA_MONTHLY_STATEMENT, that Template is generated on the 1st day of each month and…

  • ClientBudget Report

    There is a new ClientBudget Report under the DMA/Reports section.