Draft a document beside the chat, and keep a Case’s chats in the Case

What’s new

• 1

  Ask for a document and it opens beside the chat

  In a Case chat, ask Aldra to create a document, for example a behaviour support plan. An unsigned draft of that template opens beside the conversation with the template’s own headings and layout, and Aldra fills in what it knows. Anything it does not know is left blank.

• 2

  Revise the draft by talking

  Keep chatting to add information or change the wording. Aldra proposes field changes that you can edit, apply or reject, and one proposal can now cover a whole behaviour support plan.

• 3

  See what is still needed

  The draft shows how many required fields are filled and lists the ones still needed. Switch between Preview template and Edit fields to change a field yourself, and save those edits before applying a proposal.

  → Filling every field does not sign the document: practitioner review and signing work as before.

• 4

  Buttons under Aldra’s answers

  When an answer in a Case chat names a document, invoice or file, a button beneath it opens or downloads it. Aldra can also offer to start a draft of a template, open the Case tab it talked about, or suggest follow-up questions you send with a tap.

  → A button opens something or starts a draft; it never signs, bills or changes a record.

• 5

  A Case’s projects open inside the Case

  A project linked to a Case now opens in that Case’s Chat tab, under the Case header, and chats started there belong to the Case. The Projects page and the organisation’s chat list show only organisation work.

• 6

  Only people with access to the Case see its projects

  A Case’s projects, their documents, and the chats and messages filed in them are now visible only to people who can open that Case. A project that holds chats stays in its Case, and older links to a Case chat open it inside the Case.

• 7

  File a chat from its title

  The title of an open chat is now a menu with Rename and Add to project, or Move to project once it is filed. A Case chat can go in any project linked to its Case, and stays in the Case.

• 8

  Movement that shows where things went

  Aldra now moves to show you where things went, instead of things appearing and disappearing. Each page’s sections rise in one after another, table rows fade in down the page, and the navigation highlight and tab underline slide to your choice.

  → If your device is set to reduce motion, Aldra keeps movement to a minimum.

• 9

  An Inbox that keeps up with you

  Dismissing or restoring an Inbox item moves it straight away, the items below close the gap, and focus moves to the next one. If the change cannot be saved, the item comes back. While the Inbox loads, it shows the shape of its lanes.

• 10

  See where a change landed

  Applying proposed changes to a document scrolls to the first changed field and briefly highlights each changed field in turn. In a goal backlog, a goal, activity or strategy you drag slides into its new place.

• 11

  Choose the goals a scoring link carries

  Creating a scoring link now shows Goals on the link, with every active goal ticked; untick what this person is not there for. The preview follows your ticks, and each link lists the goals it carries.

• 12

  Change a link’s goals after it is out

  Editing a live link shows the same checklist, and saving a change leaves its address, QR code and usage alone. Links issued before this release keep every active goal until you change their ticks.

• 13

  Sessions that cannot be billed say why

  In Add delivered services, Bill selected is now Add to Tax Invoice. A session that cannot be billed says why, such as a line item not in the NDIS price guide or no service time, and the dialog closes once everything selected is added.

  → If a session is left out, the dialog stays open and names it with the reason.

• 14

  Set up a workspace one step at a time

  Creating a workspace now goes one step at a time: name your organisation, choose a starting point, then review and accept. A progress rail shows where you are across the whole sign-up, and these screens now match the sign-in page.

• 15

  The sign-up page says what it is for

  The sign-up page is now headed Start your free Aldra trial, says no credit card is needed, and lists the steps ahead. The link in the confirmation email now lasts 24 hours instead of 5 minutes.

Availability and how to get it

Buttons in chat answers can be pressed on the web; the mobile app shows them as text.