Case Note Preview

Feature Enhancements

The right slider is gone. It's been replaced by a nice modal window making reading and printing case notes much easier. This also fixed the validation issues with pages that used the right slider. Two birds, one stone. Whoot!

Recurring request improvements

Bug Fixes, Feature Enhancements

Some enhancements and bug fixed in regards to recurring expenses. You can now click select and deselect the checkbox in the select header to toggle all checkboxes on the recurring expenses list. We've also made this list filterable by date range. It replaces an all / this month radio button. We've also fixed the expense request list printing so page break are in the correct places.

Employable Enrollment Improved

Feature Enhancements

We've enhanced enrollment for employable programs. If it's a program referred by case that has employment requirements (such as Matching Grant) we show each case applicant and have a drop down to capture employable status. What's even cooler is that we calculate the age of the person and unless if under 18 or over 65 we set the employable status assuming they are not employable due to age. In case that's not enough we show you the age of the person and relationship on the case.


New Editor with Spell check

Feature Enhancements

There is now a new editor in place and it includes a spell checker. When you misspell a word it will appear with a red underline you can then right click the word and it will provide a list of suggestions. If want more help just click the spell checker in the toolbar and you will find thesaurus and grammar options too!

*Note: We have an issue with an issue with data populating and we have a ticket we are working the editor software support.

Print Case notes based on applicant

Feature Enhancements

We've added an additional drop down to the case note preview screen. You can now print case notes based on applicant.



Contact Info


15151 Heron Meadow Ln, Cypress TX 77429


[email protected]

Phone number:

(713) 570-6193