A record you can correct, and help where you work
Goals can be archived or removed and brought back, a discharged Case can be reinstated, Aldra can answer questions about using Aldra, and a tax invoice names who pays.
Aldra Team2 min read
What’s new
Archive a goal, or take it off the board
A goal can be archived or removed from the Case. Archived and deleted goals have their own lists and can be restored, and a restored goal brings back the goals it hangs from.
Every goal edit is on the record
Case history reads out each change in full: the old wording and the new, and who archived, deleted or restored it.
A goal title tells you before you save
A title that runs too long is flagged in the field as you type instead of failing when you save.
Ask Aldra how to use Aldra
Aldra answers questions about the product from a set of reviewed workflows that ship with each release: defining a measurable behaviour, collecting and reviewing observations, uploading files and writing a clinical document. Where there is no reviewed guide, it says so instead of guessing.
A document is named before you start writing
A new document opens already titled with the participant and the date it was started. You can change the title before you begin, or rename it later.
The Client who pays, the Subject who is supported
A stakeholder can be named as the Client, meaning the party the tax invoice is addressed to: a school, an insurer, an employer or a family paying privately. A Case without one bills as before.
A payer who is not a plan manager can be billed without being recorded as one.
Everything a tax invoice reaches, on the invoice
A tax invoice shows the participant it bills, the plan it draws down, the sessions its lines consumed, the case notes evidencing them, and every send attempt. That used to take four screens.
Every uploaded file opens or downloads
Download works for every file in a Case, not only PDFs, and preview is offered for the formats that display safely in a browser. Each retrieval is written to the audit trail.
You can see who has opened a participant’s file.
Folders that look like folders
File folders are drawn as paper folders, matching the project folders, and the Case sections all sit on the strip, wrapping onto a second row where they need to.
A discharged Case can be reinstated
The Case actions menu carries discharge and reinstate, and each confirms before it acts.
Availability and how to get it
Live on the web for every organisation. Archiving and restoring are in the Goals tab, and discharge and reinstate are in the Case actions menu.
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