Store insurance in Twyll and changes to session times on session notes

New Features

🪪 Track Insurance Cards in Twyll

Insurance related information can now be tracked in Twyll from the client profile. Additionally, we've released a new @INSURANCECARD@ smart text to use this information in Twyll documents. Further documentation on the smart text are available from the Smart Text Manager in Twyll.

The Zipper clients API was also updated to allow submitting insurance information in a new `insurance_cards` field. Please note that name, priority, member_id are required.

"insurance_cards": [
   {
      "name": "Funder",
      "plan_type": "hmo", //hmo, ppo, epo, pos, hdhp, medicare, medicaid, tricare
      "priority": "primary", //primary, secondary, tertiary
      "group": null,
      "member_id": "A32423423",
      "effective_date": null,
      "expire_date": null,
      "subscriber_name": null,
      "relationship_to_subscriber": "", //self, child, spouse, other
      "is_active": true
 }
]

⏳ Scheduled start and end times are now used by default on session notes for "session" type sessions

The scheduled start and end time of a session are now used by default for "session" type sessions in Twyll. Previously, the start and end time of the session, as marked by time in the In Session Experience were used. This change will be rolling out to "documentation" type sessions next week.

Bug Fixes

🐛 The x-axis no longer changes when you make adjustments to the summary by staff setting on charts.

🐜 When scrolling to a collapsed program or domain in the Twyll In Session Experience, it will now expand instead of remaining collapsed.

🐞 When zooming in via browser settings, the session details modal in the session note editor will continue to show all fields and allow users to scroll as needed to view all fields.

🪲 We resolved an issue where clicking "Finalize" twice in the session note editor causes the user to be redirected to an "Unauthorized" page.

Upcoming Features

🔮 We're preparing to remove Goals on August 7th. See Upcoming Changes to Curriculum Structure for more details.