Quick captures, more room in a Case, and an invoice’s history
Write rough notes during a session and turn them into a Case Note later. This release also adds keyboard navigation, invoice previews and history, and a way to repeat a session already on the calendar.
Aldra Team4 min read
What’s new
Capture what you noticed
Captures are rough notes without a template to fill in. Open Captures above a Case’s sessions or from the Create menu; you can save, revise or discard what you wrote.
Turn a capture into a Case Note
Choose “Turn into a Case Note” to open a draft and have the assistant fill its empty fields from your capture and the Case record. The draft keeps a reference to the capture for you to review alongside the note.
Rough notes stay yours until you use them
Only you can read an unstructured capture. Once it is attached as the source of a Case Note draft, the Case team can read it, even if the assistant’s fill fails or you leave the draft unfinished; only you can edit or discard it.
Capture on the phone
The mobile app offers Capture in Record and after logging a session. Notes queue on the phone when offline and keep their original time when sent; revising a capture and turning it into a Case Note happen on the web.
More room for the Case itself
The Case header takes less space and shrinks as you scroll. The assistant rests on one line until you use it, while a draft or attachment keeps it open; Sessions and Budgets now follow Overview in the tabs.
Choose how much navigation to show
The navigation column can show full labels, just icons, or stay hidden. Use the header control or the [ key to cycle through them; Aldra remembers your choice.
Switch Cases without losing your tab
The Case name in the top navigation now opens a searchable Case picker. Switching from Goals opens the next Case’s Goals, and the same applies to the other Case tabs.
Find a Case or action from the keyboard
Press ⌘K on a Mac or Ctrl K elsewhere to search available actions and Cases by name or NDIS number. Press ? to see the shortcuts available where you are, including moving between daily pages and switching Cases.
Preview an invoice from the register
Click a row in the organisation’s invoice register to see its payer, dates, line items and totals in a panel. Close it to return to the same place, or open the invoice in its Case to make changes.
An invoice shows where it stands
Tax invoices now carry a Draft, Sent, Paid or Void stamp where applicable, on screen and in print. The payer’s shared copy shows Paid or Void when applicable, so an old link reflects those changes too.
Read an invoice’s history
The History tab shows what happened to an invoice, including who created or approved it and when its shared link was opened. Repeated opens within an hour are grouped together.
Quieter rows and an Undo for small changes
Register actions appear when you point at a row or reach it with the keyboard, and stay visible on touch screens. Archiving or deleting a goal, or reinstating a Case, now offers Undo after the action.
Each behaviour has its own collection card
A shared observation page now shows a card for each behaviour, with separate inputs and a save button. Collector details are entered once, and the page keeps a running record of observations sent during the visit.
Collection links use the same controls
Goals and Behaviours now show a newly created collection link with the same copy, open and Done controls. Copying the link confirms that it worked.
Repeat a session already on the calendar
“Repeat this session” is now available when editing a session. It saves your changes and creates separate follow-on sessions from those details, starting after the original date; repeated sessions also keep their title.
Clearer previews of public pages
Public Aldra pages now have page-specific titles and descriptions, with a branded image for shared links.
Availability and how to get it
Captures are in a Case’s Sessions tab on the web. Mobile capture requires an app build and server that support it; turning a capture into a Case Note is available on the web.
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