New York Release History - wesd-iep03. · PDF file•Utility: Lock/Finalize Batch of Forms - Utility will no longer set the Forms it affects as "InUse". Changes ... Manage Screen Configuration,

New York Release History

Version 4.2.56.54March 9, 2012

Utility: Lock/Finalize Batch of Forms - Utility will no longer set the Forms it affects as "InUse".•

Changes○

General Release History

Agency Billing: 5010 functionality has been added to eMedNY and NYEIS.•

Attendance Reporting: Suffolk PS Monthly Attendance Report - Report modified to handle the leap Year date of February 29th allowing the Placement Attendance code to properly appear on the report.

•

Billing Reporting: AR Report - Report will now properly display all line items when the "Age by Service Date" option is selected and the Bill's Date is after the "As of" Date.

•

Changes○

NY Release History

Version 4.2.56.40March 1, 2012

Rich Text Functionality: The inability to properly edit LabelControl Textboxes has been addressed.•

Student Summary Page: Test Scores displayed on this page will now order alphabetically.•

Changes○


Bills which erroneously included a Prior Claim Reference Number will no longer do so.○

The 'RESUBMITTED' field will now look directly at the Billing Line Item Adjustment table since that is where the data resides if it is after the Report Date.

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Attendance 'Show Bill Status' option has been updated to direct the User to the Parent Table to check Billing Status if attendance is not billed directly.

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Agency Billing: •

Nassau County PS Reports: Vendor ID information will now be printed properly when associates with an Identification type of 'Tax ID' rather than simply 'Tax'.

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Nassau County Tuition Claim Form: Form will now print either Placement Date Range or Bill Date Range as appropriate.

•

Changes○

NY Release History

Version 4.2.56.17February 16, 2012

The issue causing the "Please Wait…" message to freeze on-screen when the 65,000 character limit for the textbox is exceeded has been addressed.

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The issue causing a page in a Form to become inaccessible after pasting content from a Word document has been addressed. Though SunGard has extensively tested the paste operation which is the source of this problem, because of the unknown origin of material pasted into these textboxes it is still possible that a paste operation could cause a software malfunction. If such a malfunction should occur, please retain the source document from which the content was pasted so that our support staff can quickly ascertain the cause and provide a solution.

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Rich Text Functionality:•

Data Integration: the eSchoolPLUS Discipline Rule has been updated so that it will now accurately match •

Changes○


Release History Page 1

Data Integration: the eSchoolPLUS Discipline Rule has been updated so that it will now accurately match records in IEPPLUS.

•

Agency Service Tracking: Start and End Dates are now be prevented from being changed should a User attempt to register Attendance outside of the Service Date Range.

•

RSO Aide and Tuition Billing: Student Social Security Number has been removed form the Erie Invoice.•

Changes○

NY Release History

Version 4.2.56.0February 2, 2012

Data Integration: eSchoolPLUS Discipline Deletion Rule #2 - Rule will now uncheck the checkbox labeled 'Perform IEPPLUS Insert/Update' even when data is not found in the eSchoolPLUS data selection.

•

Changes○


Agency Billing: CPSE eXchange Billing - Updated to ignore CPT Code requirement for Placement Attendance records.

•

Changes○

NY Release History

Version 4.2.55.4January 26, 2012

No Changes○


Electronic File Functionality - Capital District Beginnings: Updated CPSE eXchange functionality based upon Funding Source requirements.

•

Accounts Receivable Report: Issue causing a hard error when the Report's data is refreshed has been addressed.

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Attendance Report: Issue causing a hard error when the Report's data is refreshed has been addressed.○

Advanced Reporting:•

Changes○

NY Release History


No Changes○


No Changes○

NY Release History


Staff Search Control: This Search function has been optimized to provide much faster performance.•

Changes○


Added a custom report for Building Blocks - EI Active Service List Report.

Agency Billing: •

Changes○

NY Release History


Added a custom report for Building Blocks - EI Active Service List Report.○

Database field lengths have been modified to accommodate new four-character Prefix Codes.○


No Changes○


Batch Attendance Program by Student: Attendance screen is now filtered by student. This will prevent the 'Maximum Request Length Exceeded' error from occurring.

•

Advanced Reporting - Accounts Receivable Report: Rebilled items will no longer show up multiple times I this report.

•

Changes○

NY Release History

Version 4.2.50.34December 30, 2011

No Changes○


No Changes○

NY Release History


Text Handling: HTML tag filtering has been enhanced to prevent spurious characters from appearing in Textboxes and Reports. As well, there should now be more consistency between text formatted in a Text Box and what appears on a Report.

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File Attachment Utility: Utility already prevents files with file names which contain apostrophes from being attached. Utility has been modified to deal with any legacy files that contained apostrophes which were attached before this fix.

•

Referral Management Screen: Typed Notes - This element has been renamed "Reason Detail".•

Changes○


Agency Billing: CPSE eXchange: the decimal portion of the CPTCodeUnits information has been removed.•

Changes○

NY Release History


Inactivation Utility

New Filter Option Added - Grade: This is a common control and the new option will also be available for the following areas:

Student Inactivation:•

New Functionality○



Security, Manage Groups / Users, Student Access filtering

Utilities: Lock/Finalize a Batch of Forms

Utilities: Create a Batch of IEP's: Gifted, IEP, IFSP, TX ARD

Utilities: Student Deletion

State Reporting with Filtering Options

Technical Information: Program looks to Program, Placement OR Student, Enrollment/Exit, Grade field based on specific state setup. (Manage Screen Configuration, StudentSearch, Grade & Enrollment, Grade field = Visible)

Reason for Delay, Other (Type, Alternate Code = 8) comments. A new tab has been added to the Referral Management Page to record Narrative Text for delays.

Note: An Administrative User may relabel this tab if desired through Maintenance, Manage Screen Configuration, ReferralForm, Item names = NoteGrid_Notes & NoteGrid_Type. Edit the row, change the text in Display Text, Update and Save.

Example below is in Referral Overview screen:

Typed Notes screen example:

REMINDER: The Typed Notes tab is different than the 'Notes' tab. The new tab will enable the

Referral: •


REMINDER: The Typed Notes tab is different than the 'Notes' tab. The new tab will enable the Referral Form page to track all Referral-specific data.

5010 format changes have been implemented for NY Covansys.○

835 Remittance file will now handle large check values ($00,000,000.0000).○

Electronic Billing Formats: Agency Billing•

Changes○

NY Release History


Open an affected report and locate the offending Text Object or Formula.

Right-click on the field or formula, select "Format Field" and click on the "Paragraph" tab. Notice that the "Text Interpretation" field is set to "none".

Change the setting to "HTML Text"

Save changes and close the Report. The HTML characters should not appear the next time the Custom Report is run.

If the District creates and maintains Custom Crystal Reports, and Rich Text Functionality has recently been turned on for your District, Users may notice HTML characters appearing in some of the text sections. SunGard has programmed reports delivered to the District to deal with this change. District Personnel will have to make the following changes in their Custom Crystal Reports to eliminate the appearance of spurious HTML characters.

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Notification to clients using Rich Text Functionality: Client-created Custom Reporting•

Changes○

Advanced Reporting: Refresh Process has been updated to handle error messages that contain apostrophes. Users were experiencing a hard error when the process encountered such an error message.

•

Security: Management Options have been added for several Forms (IEP, GIEP, ISP, ETR, and SP).•

Revise Functionality: A new option has been added called 'Prevent Multiple Revise'. Selecting this option will prevent a Form from being revised multiple times.

•

Changes○


NY Release History


ISP WebForm: When revising this WebForm, Valued Outcomes are no longer copied. Instead, existing ones are linked to the new Form. Changes to these Valued Outcomes will now be reflected in the Valued Outcomes attached to the old Form.

•

Agency OPTS Billing: Number of Hours will now be reported by multiplying the value in the Alternate Code by four as per OPWDD.

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SEDCAR Reports: Will now exclude Placements named 'Related Services (Not Primary Provider).•

Evaluation Maintenance Screen: Issue preventing a User from selecting a Procedure Code for the Evaluation has been addressed.

•

Changes○

NY Release History

Version 4.2.46.2November 30, 2011

Display of Evaluations/Tests in Student Summary: SunGard has modified IEPPLUS to display Evaluations, Tests and Evaluations linked to Tests so that they all display appropriately on the Student Summary Screen. Users will notice an Evaluation linked to a Test appears first; Individual Evaluations appear next; Tests not linked to Evaluations display next under the prompt 'Other Tests'.

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New Functionality:•

Form Summary: The ability to display the Meeting Reason and/or the Meeting Type for WebForms is now available through Maintenance, Manage Screen Configuration, ShowMeetingReason and ShowMeetingType. Edit the record and check visible.

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The following is an example of a Form Summary Screen with both options turned on. Multiple Meeting Reasons are indicating by an asterisk (*).

Acknowledgements: Users can now set 'General Acknowledgements' on forms that Users must check off prior to finalizing a WebForm without running validation rules. Navigate to Maintenance, Manage Validation Options, General Acknowledgements and add any process items that a User should first acknowledge before continuing.

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continuing.

Next select the Form and section you wish to run this on. For Permission to Evaluation, Ready for Review, Validation Options tab, check off the appropriate statements and save.

This causes a pop-up to appear when this form and action has been selected. Checking off the boxes and continue completes the process. Basically this is a warning/staff acknowledgement that they have reviewed their input.

Windows Application Authentication: The IEPPLUS Win32 applications (such as the Billing Applications) now work with Active Directory. Users no longer need to use a SQL Authentication to log into such applications. Users may now use their normal Active Directory Account.

•

Form Creation Wizards: Upon the creation of a Form, the Form will now be flagged as "In Use" to prevent inappropriate access by any additional Users.

•

Reporting: Referral Eligibility and Referral Eligibility with Calendar reports have been modified to ignore an Enrollment Type that has an associated alternate code of "NC".

•

When creating an IEP the Wizard will now only pull Associated Organization records which are active as of the Creation Date of the IEP.

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System Default enforcing the rule that an IEP may not be created if another Unfinalized IEP exists has been created. Should a District wish this feature to be turned on, please contact your Customer Service Representative.

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IEP Creation Wizard: •

Changes○

CPSE eXchange Electronic File Creation: If an "NPPI" or an "SSN" number is not found, the Utility will look for a "Staff ID" Credential/Identification record.

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Agency Billing:•

Changes○

NY Release History

Version 4.2.40.2November 17, 2011

Changes



Spell Checking: ieSpell issues where text was disappearing from Textboxes have been addresses. ieSpell can be safely used again starting with this version of IEPPLUS.

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Data Integration: Added an option to synchronize Contact Communications (such as Phone Numbers) between IEPPLUS and eSchoolPLUS with eSchoolPLUS being the Master. If turned on, Contacts Communications in IEPPLUS will now only reflect Contact Communications in eSchoolPLUS. Contact Communications that were entered into IEPPLUS that do NOT appear in eSchoolPLUS will be deleted.

•

Changes○

837 NYEIS functionality - Adjusted Amount will now be reported in the first 2400 SV1 claim line instead of in all 2400 SV1 claim lines.

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Niagara Monroe EI County Report: Fixed to properly report NPI numbers.○

Preschool Billing Mode: CPSE eXchange electronic file functionality has bee added.○

SED4 Data Check Report: column 5 (attendance) will now show the correct number of units when the Student is in a Group.

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RS2 Data Check Report: Columns 7a and 7b have been adjusted to correctly show the correct number of units for Individual as well as Group sessions.

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Agency Billing: •

Changes○

NY Release History

Version 4.2.36.33 to Version 4.2.39.3November 10, 2011

Utility: Run a Batch of Progress Reports - Has been updated to deal with printing correctly when Rich Text Functionality it turned on.

•

Form Summary Page: The Revise Link for each Form shown on the Service Plan and IEP Form Summary Pages will now display for any Plans active as of the Current Date and also for any Future Date.

•

Changes○


Attendance Summary Screen: Added ability to display Alternate Code Information on this screen.•

Nassau Bilingual Evaluation Claim Summary Report: Grand Total will now correctly show the sum of the subtotal fields. Removed the dollar amounts from the Label Headers in the report.

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Nassau EI Claim Summary Report: report will now properly print for all students.○

RS1, column 4e and column 5 decimals have been rounded to integers.

RS1, column 5 - every 30 minute session = 1 unit (60 minute session will now show 2 units)

3_SR_SED4_DataCheck report○

Billing Reports: •

Changes○

NY Release History


No Changes○


NYEIS Service Coordination: Added 837 2400 functionality for Multiple Attendance record start/end time information.

•

SEDCAR Report: The dates in the Instruction box and the Important Note box will now display correctly.•

NYEIS Billing: "Staff NPI Required" functionality will now properly identify a "No" value regardless of how it has been entered by the User.

•

IGHL: Added OPWDD OPTS billing functionality.•

Changes○

NY Release History

Version 4.2.36.1 to Version 4.2.36.5


Version 4.2.36.1 to Version 4.2.36.5October 27, 2011

Student Record Management: Student records that are copied during various bulk operations in IEPPLUS (Creation Wizards, Revise Processes, etc.) will no longer copy the Finalized setting of the record being copied. The copied record's state will be set to UnFinalized.

•

Changes○


No Changes○

NY Release History


File Attachment Delete Form: When deleting attachments from within a Form, the User will now only be presented with the Files that are attached to that Form.

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Changes○


No Changes○

NY Release History


IEP Creation Process (All except OH & MO): When copying records, the process will now ignore Service records which have an alternate-code type of "Wizard Status" and a value of "Ignore". This process now matches that which is in place for Placement records.

•

Security: Search Controls and Report Selection Controls will now obey Student Access Permissions for all Users.•

Changes○


No Changes○

NY Release History


No Changes○


837-E Electronic File: Added 2310E segment for Supervisor Functionality to this Billing Format.○

277 Remittance: Upload functionality has been implemented.○

Agency Billing:•

Changes○

NY Release History


No Changes○


Agency Billing: Will now require an eight-digit CIN number.•

Changes○

NY Release History


Agency Billing: Will now require an eight-digit CIN number.•

Nassau EI Evaluation Claim Summary Report: Now includes Bilingual Rates.•


No Changes○


eProviderPLUS WebForm & Report: Text changes - "OMRDD" changed to "OPWDD" and "VEISD" changed to "Access-R".

•

Code Table Maintenance: Added 'Staff NPI Required' to the Billing Rate Identification Code Table and the Identification Code Table.

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Unity House Reporting: When Attendance Reason is not provided report will now print 'A or Not Scheduled'.•

NYEIS 2310B Segment: Will now bypass NPI Number and look instead for EIN, Tax ID, or Social Security Numbers.

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eProviderPLUS WebForm: Main and Statistics Sections will now appropriately save data for Treatment Start Date and Treatment Follow-up and for the last two fields in the Statistic Table.

•

Reporting: OMR Checklist - Form will now print the frequency combination of attachment code and description.•

Changes○

NY Release History

Version 4.2.27.14 to Version 4.2.30.3September 20, 2011

No Changes○


Billing: 837-Institutional file creation for ICF/DT Billing - Creation process has been adjusted so that when the electronic file is created, the records are in the proper order.

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Reporting: Custom Placement Report has been added for Unity House.

Changes○

NY Release History

Version 4.2.27.3 to Version 4.2.27.14September 14, 2011

No Changes○


No Changes○

NY Release History

Version 4.2.25.0 to Version 4.2.27.3August 31, 2011

Formatting: Save Changes Prompt will now always center on the page.•

File Attachment: Attach Button - Will now appear enabled (button will have a darker color) when it is enabled following a User selection of Files to attach.

•

Changes○


Billing: Institutional ASCX12N file - For non-DT/ICF billing file setup code will now look for Provider Location instead of Line Item Location.

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Billing Reporting: Renssalaer Vendor Claim Form: Added NPI # for Preschool Billing.•

Changes○

NY Release History


Billing Reporting: Renssalaer Vendor Claim Form: Added NPI # for Preschool Billing.•


Reporting: Service Report - Extended the field on the report for 'Service Type' so that longer Service types would not break.

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Option Edit Form - Added masking to the Password field to hide data entry of passwords.•

Notifications: Fixed a database-specific versioning error that sometimes caused a hard error when attempting to enter the Manage Notification Collection Page.

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Changes○


Added resubmit checkbox.○

Added option to ignore bill date.○

Advanced Reporting: Billing Accounts Receivable Report•

NYEIS File Creation: Updated to look at Service Attendance and Evaluation Procedure fields.•

Changes○

NY Release History


Security: Login Process - Modified to prevent inappropriate data manipulation issues in the User Administration table. Users will experience no change in functionality.

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Changes○


No Changes○

NY Release History


No Changes○


No Changes○

NY Release History

Version 4.2.24.0 to Version 4.2.24.9July 26, 2011

Form Creation Report has been modified to speed up its processing.○

Statement List Report has been modified to print Attachments appropriately.○

Modified Timely Eligibility Report has been modified to correctly pull Enrollment records for a student who has left the district but returned within the timeframe of the report.

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Reporting: •

Security: Password Expiration for Active Directory - Security module will now properly check for the "Password Never Expires" flag.

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Changes○


Reporting: IEP Report - will now properly check to see if it needs to print Objectives.•

Billing:•

Changes○

NY Release History


ASCX - SQLs will now only run if the proper Billing Modes have been registered with the Billing software.○

Standard Attendance Report - Totals will now calculate correctly.

Standard Claim Form: modified to allow for more room for Student Name to print.

Reporting: ○

Billing:•


No Changes○


837 MYEIS File - Fixed issue where Creation of Electronic File was reporting *START_TIME* error for Service Coordination

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Service Coordination - Added the ability to require minimum time to be six minutes rather than five minutes. The option is available at the Funding Source and Rate levels.

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Billing: •

Changes○

NY Release History


No Changes○


No Change○

NY Release History

Version 4.2.23.3 to Version 4.2.23.7June 30, 2011

Unsafe Script Tag Error Handling: This error occurs when a User creates text in a Text Box that contains the symbol"<" immediately followed by another character. To the security in the Browser this looks like malicious code and previously an error would thrown which was handled in the same manner as any other error in the software. Now, the error will be avoided. IEPPLUS will scan such text and insert a space between any "<" character and any character that follows it. The Browser will no longer consider the text as malicious code.

•

Changes○


Albany PS-EI Claim Form has been fixed to display it's data properly.○

Student Extract contact fields have been extended to prevent truncation.○

Agency Billing Reporting: •

Changes○

NY Release History


IEPPLUS, File Attachment sections (Student Toolbar and Forms Summary page) have been improved. Users can now see ALL File Attachments associated with a Student in one place and which Forms have attachments. Users may access the attachment without having to leave the section or open each IEP form to find the attachment.

•

Student, Toolbar, File Documents: Now displays the number of File Attachments a Student has in

Changes○



Student, Toolbar, File Documents: Now displays the number of File Attachments a Student has in IEPPLUS.

Student, File Documents: Selecting the 'File Documents' section displays the File Attachment Summary screen which will show ALL file attachments linked to the Student.

In addition, IEPPLUS indicates the specific Form with the attachments and allows you to open this Form and view the attachment section. Upon closing, IEPPLUS returns you back to the File Documents page.

Form Summary: This screen has been modified to indicate whether a Form has attachments, and how many, eliminating the need to open each Form to determine its attachments. Should the User hover the mouse over the attachment number, IEPPLUS will display the actual linked file names. You can then select a specific file and open that specific attachment.

Security Options:Security, Manage Groups or Manage Users will enable an Administrative User to set up various security combinations for staff access to Add, Edit, View and/or Delete 'Student' or 'Form' File Attachments based on District policy.


Configuration Options:Maintenance, Manage Screen Configuration: There are several options you can control with regard to File Attachment display.

IEPPLUS File Attachment Screen Display:

FileAttachmentForm: CreationUser (Posted by)○

IEPPLUS Student Toolbar Display:

StudentNavigationBar: Document Count○

IEPPLUS Form Summary Display:

Form Summary: ShowDocumentCount○

Archives: All form archives now display tooltips when the User hovers over the displayed date/time. The •


Archives: All form archives now display tooltips when the User hovers over the displayed date/time. The tooltip will advise if this Form is the Latest Finalized XXX, Archived XXX or Locked XXX where 'XXX' is the type of form (see example below).

•

Revise Link: The Form 'Revise/Amendment' link will only display on the latest finalized plan in effect as of today. IEP's that have expired prior to today will no longer display a 'Revise' link, the link will only display on an active form. If a future IEP has been created, this form can be unlocked for any necessary corrections and refinalized. When the AR future IEP date has been reached, the Revised link will appear.

•

In addition, If a form is not finalized, the 'Revise/Amended' link will no longer be displayed to avoid User error.

Agency Advanced Reporting: Attendance Reports - Service and Placement Attendance reports will now properly print the attendance date.

•

Changes○

NY Release History


Unsafe Script Tag Error Handling: The errors occur when a User creates text in a Text Box that contains the symbol"<" immediately followed by another character. To the security in the software this looks like malicious code and previously a hard error was being thrown. Now, the error will be handled in the same manner as any other error in the software. The User will be redirected to our standard error handling page allowing the User to recover without leaving the software.

•

File Attachments: An error that sometimes interrupted this process has been fixed.•

Statement List/Assessment Report: Run a Report, Statement List has been enhanced to provide additional flexibility. The addition of up to four (4) sort / groupings have been added to this report.

•

Changes○



If your Users have created any Personal Template Reports with regard to Statements, they may edit them using these additional parameters. For example, a User may have a Statement Report created 'by building' for State Assessments. That User may now add a sort 'by Grade' to this Report.

IMPORTANT NOTE ON PERFORMANCE: Depending on the large number of Statement records this report may access if unfiltered, it may take too much time to run or may return a time-out error message before rendering to PDF. If this is the case, Users must narrow their selection parameters to cause fewer records to be chosen for a single run. The report will need to be run multiple times with appropriate filtering parameters in order to obtain all of the desired data.

At one client site, the example shown above returned over ten-thousand Statement records for a single year and eventually returned an error message - at another client, the same setup of the report ran to a successful conclusion because it returned far fewer records in a single run of the report.

To multiple select items in the window, hold the 'Shift' key and click on the individual items.

To multiply select a row of items, hold the 'Control' key and click on the first & last item.

To Unselect items (i.e. Subcategory after selecting one), hold the 'Control' and Click on the item in blue to deselect it.

TIPS:

Acknowledgements: Administrative Users may set 'General Acknowledgements' on Forms that Standard Users must acknowledge by checking them off prior to Finalizing a Form without running Validation Rules.

•

In Maintenance, Manage Validation Options, General Acknowledgements an Administrative User may add references to any pre-finalization procedures. Standard Users must acknowledge that they have performed these procedures before Finalization can occur. This capability DOES NOT actually check to see if those procedures actually have been performed - only that the User attempting the Finalization acknowledges that they have performed them.


To Create Acknowledgements set up as demonstrated below.

Next select the Form and Section for which this Acknowledgement should appear. For Permission to Evaluation, Ready for Review, Validation Options tab, check off the appropriate statements and save.

When this form and action has been selected a pop-up will appear. Checking off the boxes and clicking 'Continue' allows the process so protected to complete.

No Changes○

NY Release History

Version 4.2.5.9 to Version 4.2.18.0May 26, 2011

Login Page and LDAP Authorization: Process has been modified to check if a User's password has already expired before attempting a log-in. This pertains only to sites that use Active Directory and have granted their Users the ability to reset their passwords.

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Progress Reporting: Objective Progress will no longer be deleted if the Progress Reporting Template was for 'Goals Only' - This was reported by an Ohio client.

•

Form Summary Screens: The ability to display the Meeting Reason and/or the Meeting Type for Forms is now available through Maintenance, Manage Screen Configuration, 'ShowMeetingReason' and 'ShowMeetingType'. Edit the record and check 'Visible'.

•

Changes○



The following is an example of a Form Summary Screen with both options turned on. Multiple meeting reasons are indicating by an asterisk (*).

Student Maintenance: Meeting Staff - An 'Area' field has been added. This field is associated with the 'Excusal Reason' Drop Down List. It may be used to track which Academic Area a Meeting Attendee would have discussed if not excused from the Meeting or which Area will be documented in writing so that it may be discussed in that Meeting Attendee's absence.

•

No Changes○

NY Release History


Student Management: Meeting Summary Page - Page Header will now display the Date and the Time where it previously only displayed the Date.

•

Generic Reporting: Referral Eligibility w/Calendar Report - This report will now use the System Default Calendar.•

Changes○


Billing: NYEIS Electronic File Format - Added the default value of '3159' to Diagnosis Information•

Changes○

NY Release History


Progress Reporting: The error that was occurring when attempting to Save and Print the Report after adding new data, has been fixed.

•

Changes○


No Changes○

NY Release History


Changes



Microsoft .NET Framework: upgraded from version 3.5 to version 4.0○

Crystal Report Viewer: upgraded from version 10 to version 13○

IIS Virtual Directory for IEPPLUS: ASP.NET version changed form 2.0 to 4.0○

Client Operating Environment: Due to an upgrade in our Development Tools the operating environment at each client will be upgraded as well. This will be handled by whoever performs the next update at each client site. The upgrade involves three changes all of which should be transparent to the Users.

•

Student, Suspensions/Events, Outcomes: This functionality has been modified to allow for single or multiple Event Outcomes. Before the update containing these changes is applied to your site, a SunGard staff person will contact you. He or she will ascertain what steps will be necessary to successfully allow this new functionality to be used, will explain the options to you, and then will perform the tasks necessary to implement this change.

•

If you are already downloading Events/Suspensions from eSchoolPLUS into IEPPLUS, or would like to begin doing so, this feature will require special update procedures as noted above. Please inform your IEPPLUS Update Representative at the time you request your next IEPPLUS Update.

TIP: Suspension Report: The student must have a disability in effect within the range of the Suspension record or they will not appear on the report.

Run A Report, Suspension List: This report will now display multiple outcomes.

Changes○


PA Specific, Available all States upon request:•Data Integration between eSchoolPLUS and IEPPLUS has also been modified to allow for multiple Outcomes. In addition, state reporting Discipline Tables, have also been modified to accommodate this change.

NOTE: This rule is also available for other states who choose to download multiple suspension outcomes into IEPPLUS. If you wish this rule enabled, please contact support.

Student Maintenance Forms: Organization Management Form - Save button will no longer appear in the middle of the page.

-

Letterhead Management Form - Letterhead Link will no longer float out of position covering other elements.

-

Firefox Browser Formatting Issues: •

Billing: Added "837 - Professional (NY EIS)" to our Electronic File Formats for NY clients billing to Early Intervention programs.

•

The Voucher page will print once for each bill and displays the totals for the entire bill.○

The Detail Pages will print one per student. This displays the service name, dates of service as well as the amounts.

○

The Columbia Voucher Report has been completed. It is setup to run for EI and Preschool Bills. The report has two pieces:

•

Changes○

NY Release History

Version 4.1.101.0 to Version 4.1.101.8April 21, 2011

No Changes○


Billing: Added a new Index to the Billing Line Item table in order to speed up the Billing Invoice Generation Process.

•

Changes○

NY Release History


File Attachment Utility: Adjustments have been made to prevent hard errors from occurring when attempting to upload large files. The limit for any one upload is now 100MB. To be clear, this is the total size of a possible single Upload operation. If a User selects multiple files to be Uploaded, the total of ALL of the files must not exceed 100MB.

•

Changes○



exceed 100MB.

No Changes○

NY Release History


No Changes○


No Changes○

NY Release History


Service Maintenance Form: Maximum Unit field show/hide functionality has been fixed to correctly work when set appropriately in the GUI Configuration Utility.

•

Placement Maintenance Form: Placement Funding will now save correctly whether the setting is to use the Grid or the Single Field.

•

Data Integration: eSchoolPLUS - Discipline Rule has been modified to look at the lowest action number, not necessarily the first.

•

Changes○


No Changes○

NY Release History

Version 4.1.99.17 to Version 4.1.99.19March 23, 2011

No Changes○


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NY Release History


Security: Overnight procedure for setting Staff Access to Students has been modified to speed it up so that it will not be interrupted by other IT processes which also occur overnight.

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Reporting: Unfinalized report - Report has been updated so that Location can be expected to be in either the Placement or the Enrollment record. Report will no longer require a Placement if Location can be found in the Enrollment record.

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IEP Creation Wizard: The Wizard was incorrectly preventing services from being copied over into a new IEP if the Service was assigned any Alternate Code. This has been revised to prevent Services with the specific Alternate Code of 'ISP' from being copied over into a new IEP.

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Reporting: Wayne County Report - The NPI field has been increased in size. It no longer prints on two lines.•

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NY Release History


Placement Maintenance Page: when this page is saved the Funding DropDownList selected value will always be saved no matter which Tab the User happens to be in.

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Version 4.1.95.12 to Version 4.1.97.1February 17, 2011

Reporting: Placement Missing Report - Added the ability to Group and Filter on Associated Organization•

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Form Summary Pages: The red "UnFinalized" warning will now appear on all Form Summary Pages instead of just on the IEP Form Summary Page.

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WebForm Page Security: When opening a WebForm, the First Page of the Form will now always be displayed. Previously the Form would open up on the first page that the User had permission to Edit (which may or may

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Previously the Form would open up on the first page that the User had permission to Edit (which may or may not have been the First Page of the Form). Now, if the User does not have permission to Edit the First Page of a Form, the First Page will open in read-only mode.

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WebForm Header: Previously, if the Student's Dominant Language was Spanish, the Header displayed this information only if the Student had a Mailing Address. This constraint has been removed. If the Student's Dominant Language is Spanish that information will now always be displayed in the Header.

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NY Release History


Password Validation: When a User attempts to change a password to one that is too short, the User will no longer be diverted to an Error Page. Instead, the message, "Password Validation failed. The password does not meet Windows policy requirements because it is too short." will appear.

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Version 4.1.93.2 to Version 4.1.93.6January 27, 2011

Utility: Form Batch Lock/Finalize - This Utility will now Select and Print in Name order•

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IEP Report: Updated to reflect State Regulatory changes•

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NY Release History


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The NYS developed IEP form, for use with Preschool and School-Aged Students with Disabilities, has been implemented in IEPplus. This form has been completely revamped to match NYSED's format.

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PLEASE NOTE: Insure that all your current IEP's are locked and finalized prior to receiving this update. Any unlocked form will now be displayed in the new format! Some sections (for example the Declassification section) are no longer present on the new form.

The form is now in Landscape vs. the original Portrait style. -

Verbiage has been changed.-

Sections have been moved, deleted or added.-

Changes:

There is now a single IEP for School-Aged and Preschool Students. Student Address, Meeting Information, Meeting Notes, Referral Information, Transcript Information for Secondary Students Only, and Declassification Sections have been removed from the IEP.

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Present Levels of Performance and Individual Needs:

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NY Release History


Now broken into additional Text Boxes (Strengths, Needs). The previous version had a single Text Box per Section.

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A new Text Box has been added named "Effect on General Ed. Curriculum".○

A new Special Factors area has been added○

The ability to create an LEP Release/Waiver record has been added making it easier to report on LEP.○

Choices for LEP are now "Yes", "No" and "N/A".○

Present Levels of Performance and Individual Needs: -

Education/Training Goals have been combined into a single Text Box. The ability to continue adding goals from your existing Goalbook has been maintained.

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A new Text Box has been added called "Transition Needs". ○

Post-Secondary Goals:-

Verbiage for Attachments has changed. The most obvious is the change of the prompt "Procedures to Evaluate Goal" to "Method".

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PLEASE NOTE: If a Goalbook is used to create the Attachments, you will have to add Statements to the Goalbook with a Category of "Method" in order for them to show up as selections. Alternately may change the existing Statements with a Category of "Procedures" to "Method".

"Progress to Parents" has been moved to this Section.○

Annual Goals:-

"Service Delivery Recommendations" column has been added (Class Size Ratio)○

Detected by examining Placement School Year Length OR IEP Session = Summer.

Moved "School/Agency for School/Agency Provider" to this Section for Summer

NOTE: Grade alternate Code must be PS or 14 to enable this field AND "Eligible for summer program" must answered "Yes".

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A new Text box has been added called "Reason why Preschooler needs summer services".

"ESY/12-Month Program" has been added ○

"Transportation" has been removed from this Section.○

Recommended Programs/Services:-

A new Check Box has been added called "None".○

Specifications attachment is now labeled "Implementation Recommendations".○

Testing Accommodations:-

Minor text changes have been made to this Section.○

Transition Activities:-

"Participation in State and District Wide Assessments", "Transportation", and "Placement Recommendations" areas have been modified or moved to this Section.

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Combined "State & District Wide Assessments" into a single Release/Waiver record.○

"Participation in General Education" is now broken out into Preschool and School-Aged Text Boxes.○

There have been verbiage changes to the Transportation Section.○

Participation/Transportation/Recommendations:-


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IEP Creation & IEP Revision Processes: When these processes create new Service or Course records based on existing Service or Course records, these processes will now only create such records if the record descriptions are active in their respective code tables.

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For example, if a previous Service existed named "Physical Therapy Services" and a User has gone into the Service Codes table and inactivated this Service description's record then, when an IEP is created or revised, this Service will NOT be created in the new IEP.

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Version 4.1.91.0 to Version 4.1.91.7December 21, 2010

Security: Controls that are dynamically shown or hidden will now obey appropriate Security settings. For instance - if a textbox is supposed to be shown because a checkbox is checked, the textbox will be shown or hidden based on the Users Security settings for the entire Page.

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WebForm Validation Message: The message in the red box that appears at the top of a Form when a required field has not been properly filled in is flanked by Stop Signs. These images will no longer flash.

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Reporting: Suffolk PS Billing reports - Will now pull Dates for specific data.•

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NY Release History


Data Integration: Contact Mail Salutation Rule - will no longer error out if the Father's or Mother's Home or Mail Address is missing.

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Agency: Reporting - FaceSheet report will now run properly using December dates

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NY Release History


All Form Creation Wizards have been updated to include the Date Selection control for all fields requiring a date entry. Selecting the icon will display a calendar where Users can select a date or change the calendar display to display a different Month and/or Year.

Tip: Clicking on 'November 2010' will display another drop-down allowing the selection of the Month/Year or the arrow keys < > may be used to move through this control.

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Upon selecting 'Create New Letter or Form', the screen will now display 'Creating…' replacing the "Create" button preventing a User from clicking the Create button a second time.


Reporting: Run A Report - The County Monthly Attendance Reports have been modified to include the Diagnosis Code from the student's disability record on this form. In addition, the certification section has been completely revamped.

Report Sample:

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NY Release History


NOTE: More than seven (7) services will make the signature block print on the next page. The top of this form will repeat to aid in identifying the student, Month/year etc.

Individualized Service Plan (ISP) WebForm & Report: No includes the ability to indicate whether the ISP review was 'Face to Face' or not.




Student Summary Screen: Suspension/Event Grid - Updated so that multiple records will now be displayed in column format.

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Utility: Lock/Finalize a Batch of Forms - Updated to finalize all student records that are finalized in the single Form operation. Both processes are now identical.

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SEDCAR reports: Fixed typos in two reports.

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IEP Creation Wizard:

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IEP Creation Wizard:

Added Date Calendar Control inside the Wizard for Date Selection

Option 3 (do not create new Goals/Objectives from existing statements): Will now end any Goals and/or Statements that extend into the new IEP date range.

The prior IEP went from 12/15/09 - 12/14/10. ○

The next IEP is from 12/5/10 - 12/4/11.

For example:

All records ending 12/14/10 will now be ended on 12/4/10 (including goals/statements). This change will eliminate any overlapping records in the new IEP.

Billing Vouchers: The following Nassau County Vouchers were cosmetically altered with minor changes such as updating footer form number/date, capitalizing 'TOTAL' and various heading clarifications.

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Preschool Evaluation Claim Summary

Preschool Center Based Educational Services Claim Summary

Preschool Related Services Billing Claim Summary

Preschool SEIT Services Claim Summary

New: Preschool Evaluation Verification & Detail Page has been added to the available Nassau County reports. Reporting, Run a Report, Report Name: Nassau County PS Evaluation Report.

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NY Release History


Wayne County EI Claim Summary form has been modified add a column for NPI numbers and remove Invoice Numbers.

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Security: Manage Groups - Permissions Tab: The Checkbox associated with the prompt "Restrict application access according to the following permissions:" has been removed because it was not affecting the setting of permissions. As before, all checked permissions are allowed; all unchecked permissions are disallowed.

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NY Release History

Version 4.1.71.10 to Version 4.1.74.2 October 21, 2010

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Contract Number is now using the system default organization, identification type = "Contract CPSE", For all Schenectady reports:

Changes - Billing:○

NY Release History


Contract Number is now using the system default organization, identification type = "Contract CPSE", "CONTRACT EI" depending on the report type

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APPN is now using the system default organization, identification type = "APPN CPSE", "APPN EI" depending on the report type

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ACT is now using the system default organization, identification type = "ACT CPSE", "ACT EI" depending on the report type

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Controller name now looks at letterhead enclosure□

Date of Invoice is now the billing date instead of line item date□

Placement services is now called "Integrated Classroom Services"□

Related service is now called "SEIT services"□

Sch. Co. Center-based and SEIT Voucher:

Service type column is now printing service alternate codes□

Bottom of the first page no longer prints on the next page□

Schenectady-Related Services

Related Services is now called "Early Intervention Services"□

Schenectady - EI Services Voucher

Data filter used to find "Authorization District" now includes codes like "education district"□

Data filter used to find "Date Reviewed by CPSE" now includes meeting type codes like "committee"□

One voucher page per child□

Schenectady - CPSE Evaluation Report


Error Handling: Added an Error Log Maintenance Page. It is available on the Main Page beneath the "Administration" heading. It will allow a User to look at the details of an error.

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Monthly Batch Attendance: Updated to ignore Date Validation if the Date is not filled in.

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NY Release History


Updated eSchoolPLUS IEP_Status rules to include 504 students.□

Removed HAS_IEP_to_IEP_STATUS documentation□

Added IEP_STATUS documentation□

Added "eSP - Most Recent Finalized Inactivation" rule. Rule is on by default. If a student is inactivated in IEPPLUS, the rule will remove the most recently uploaded form (PDF) for each type of form.

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Data Integration:

Maintenance Pages: Address Form - Fixed problem where data was being blanked out when "Save" was attempted.

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NY Release History
