June 9th, 2022

THESE 4 UPDATES WERE RELEASED ON JUNE 9, 2022

1. ADD NOTES TO USER PROFILE – WEB APP WE IMPLEMENTED A NEW FEATURE ALLOWING COMPANY ADMINS TO ADD

NOTES TO A USER'S PROFILE PAGE

Only admins can access the UI for viewing and adding notes. This feature incorporates a rich-text-editor

component that allows admins to give some structure to their notes, rather than just inputting plain text.

To enable this feature, go to Preferences select User and Passport. At the bottom of the page is a section

called "Administrative Settings"- just check the checkbox with the label "Allow Admins to Add Notes to

User Profile" to enable this feature.

Notes could be added on the user's profile page: under the 'Testing' section. You will see a section with

the heading called 'User Notes' with a text button “Add Note”.

You will be able to input in selected styles that will be preserved after the note submission. After the note

is added, you should see your user ID next to 'Added by: 'and the date next to 'Added on: '.

Company admin can add as many notes as required and see them in a list in descending order (by date).

2. CASE MANAGEMENT REPORTS – WEB APP

WITH THE CONTACT TRACING MODULE ENABLED, THE COMPANY ADMIN IS ABLE TO DOWNLOAD A CASE MANAGEMENT REPORT AND REVIEW INFORMATION ABOUT POSITIVE CASES REPORTED BY USERS

The text button "Download Case Management Report” is located on the Manage/Cases page.

The case management report will contain user profile fields selected for the Case Notes.

3. ADD TEST FORM/COLLECT CASE MANAGEMENT INFORMATION – WEB APP

THIS FEATURE ALLOWS COMPANIES TO BUILD A CUSTOM QUESTION FORM FOR EMPLOYEES TO USE WHEN SUBMITTING POSITIVE TEST RESULTS.

This feature is in it’s preliminary stages will be further improved. As of the present moment the feature

includes the following:

● Ability for Admins to build a custom case notes question form

● Ability for Admins to add a custom conclusion message at the end of the form

● Ability for Admins to switch this feature on and off, meaning that if it is off, when a test result is

submitted, the submission modal will close without displaying the question form

● Ability for employees to answer the custom questions after submitting a test (through a form that

displays immediately after the test result submission)

● Ability for employees to view their notes when they inspect their own test results table

● Ability for Admins to edit the notes that employees have submitted

Note: This feature requires the Testing Module to be enabled with Tests Validation disabled.

Admin Experience:

Once the feature is activated by CareValidate, Company Admins are able to see the text area field with

the label “Test Result Questions Form Conclusion”. In Preferences select 'Testing'. A custom message

that will be seen on the conclusion page of the custom form can be entered here.

Below, in Testing Preferences you will find 'User Profile Information'. The checked fields in this section will

appear on the right side under the heading "Disable editing in the following fields" and will present in the

Case Notes form to be filled out by the user. The fields checked in the "Disable editing in the following

fields" section will be disabled for editing by the user in the Case Notes form.

Custom questions for the Case Notes can be created in the questions form builder.

Admins can choose from: Text, Date, Selected Option (dropdown selector), and a Multiple Input (sub

questions).

User Experience:

Once the positive test result has been submitted by the user, they will be able to fill out the "Test Result

Questions For Case Management" form. Once completed the user will arrive at the conclusion page with

the custom conclusion message. Once the user clicks the 'Finish' button the case notes are submitted,

saved, and can be seen in the user’s Testing table by selecting the text "Show Notes".

4. ADD ADDITIONAL NOTES TO CASE NOTES – WEB APP

WE ENABLED THE POSSIBILITY FOR COMPANY ADMINS TO ADD EXTRA NOTES TO THE CASE NOTES.

Company Admins are able to record important facts or/and observations about a user’s case from a

business perspective. Admin Notes to individual cases can be added in the special text field and further

viewed/edited. The company admin can also open the users’ answers/notes, and edit these answers.

Users will be able to see their own case notes but are unable able to edit the answers once submitted.

The text field is located on the last screen of Case Notes with the conclusion message. Clicking on the

'Add Admin Note' button activates a text editor.

After Admin notes are submitted, they will be saved and should reappear in the editor if the Admin

reopens the test results.

FOR QUESTIONS, COMMENTS, OR CONCERNS PLEASE CONTACT

[email protected]