Invoice figures you edit in the table, a supervision note, and observations that save reliably
A draft invoice takes its figures in the table itself and shows what it is connected to, clinical supervision has its own template, and three ways an observation could be lost on save are fixed.
Aldra Team3 min read
What’s new
Invoice figures edit in the table
On a draft, quantity, unit price and the line amount are editable in the row where they are printed, rather than in a separate editor beside it.
See what an invoice is connected to
A tax invoice draws the records it reaches: the participant, the plan and funding it claims against, the sessions behind its lines, and the documents that evidence them. It is for your team only and is not part of the invoice anyone receives.
A Clinical Supervision Note template
A built-in template for supervision: who was supervised, by whom, when and for how long, then what was discussed, what the supervisee took from it and what was agreed, with an optional next session date.
A supervision note stays about the practitioner
The template records the supervision of a practitioner, so it reads nothing from a Case. Composing one asks for a source document rather than pulling in a participant’s goals, sessions and plan detail.
The two descriptions on a behaviour say what they are for
A behaviour carries an operational definition and an explanation for the people collecting the data. Both now explain themselves under the field, and a shared collection link puts the plain-language wording above the scoring controls.
A definition reads the way it was written
Where a definition was shown as plain text, its dot points ran together into a paragraph. Every surface that displays one now keeps its formatting.
Required and optional are marked consistently
Mandatory fields carry one shared marker across every form, and optional fields say so.
An observation that fails to save says so
Three ways an observation could go missing are closed: a duration the field would not accept, a cleared count read as zero, and a failed save that showed nothing. The form keeps your values, says what happened, and clears only once the observation is recorded.
An observation you record is either saved, or clearly reported as not saved.
Clinical work is reached through a Case
Goals sat on the organisation rail as the only clinical roll-up, among work and money that run across the whole account. That account-wide Goals surface has been removed, and an old link to it opens the list of Cases.
There is one way to read a person’s goals, in the Case they belong to.
One filter control across Goals
The goal backlog and the activity and strategy registers were the same filter in two styles. They are now the same control, which also gains the accessible name the registers were missing.
Availability and how to get it
Live on the web for every organisation. Inline figures and the related map are on a tax invoice in a Case, and the supervision note is in the document templates.
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