We’re pleased to announce the 9.18 release of SProc, featuring functionality enhancements for client users and bug fixes.

New developments

The following changes are only applicable to client users.

Personal Health Budget Collection report

The statutory quarterly NHS Personal Health Budget Collection report has been added to the NHS CHC Reports area within the CMS Dashboard.

This report automatically generates on a quarterly basis and generates a downloadable xlsx file.

NHS Funded Care Quarterly Activity report

The statutory NHS Funded Care Quarterly Activity Report has been added to the NHS CHC Reports area within the CMS Dashboard.

This report automatically generates on a quarterly basis and generates a downloadable xlsx file.

AACC Referral changes

In preparation for the AACC go live in April, we've added some additional fields to the referral process.

Activity Type - Located on the first page of the referral.
Request Received Type - Located on the recommendations page of the referral process.

The full content of these options show on these screenshots, however you can reduce the number of options available by updating the retrospective configuration in the Referral Types area within the CMS Configuration admin page.

UK4 & UK7 Procurement 2023 updates

Additional changes and refinements have been made to the new UK4 & UK7 forms in preparation for their go live mid February, subject to change based on cabinet office.

Ability to delete Rejected and Cancelled agreement documents

Customers previously could not delete Service Agreement documents that were associated to an agreement that had been Rejected or Cancelled.

This can be done by clicking the red cross at the end of the document you wish to delete.

Change Orders added to custom reports

A Change Order data source has been added to custom reports, allowing you to create reports based on Change Order data.

Destination and Additional Transport Information added to custom reports

Destinations and Additional Transport Information have been added to custom reports.

Destinations and Additional Transport Information in custom reports

Can assign Organisation Type to CMS Documents

CMS Users can now assign Organisation Type to CMS Documents. Doing so will hide the documents from view of users who do not have access to the assigned organisation type.

Additionally for notes, any attached documents with automatically have their org types assigned and matched to the parent, unless the user chooses to manually change the documents to be different to its associated note.

Defect fixes

This release also has several fixes now in place.

Reference IDs	Features	Description
13119151	PLDS & AACC CHCStandardChecklistCompletionDate blank.	A fix has been made to have the PLDS and AACC field CHCStandardChecklistCompletionDate use the referral received date if the checklist completed date is blank as this is a possible scenario for manual referrals.
299575	SRM Custom Metrics – Provider Enrollment.	When creating a new custom metric, this would create a new custom metric line on providers that aren’t enrolled into the associated category.
1468282	Multiple issues in regards to CMS Note creation.	Issues have been resolved in which the cursor of the note would flick to the start when typing, additionally have resolved an issue when copying and pasting from a Word document into a note.
1476606	Custom Report Service Agreement Updated by not pulling correct name.	Resolved an issue in which the Service Agreement Updated By was not pulling the correct data on Custom Reports.