We're please to announce the 9.25 release of SProc, brining you significant enhancements with a strong focus on improving user experience, reporting accuracy, system security, and administrative efficiency.
This release includes carefully selected improvements comprising new features, enhancements, and bug fixes that directly address your feedback and streamline workflows across NHS commissioning, supplier management, and clinical assessment processes.
What's new
NHS reporting enhancements
We've improved the accuracy and reliability of the NHS Funded Care Quarterly Report by changing how eligibility is determined. This addresses data quality issues caused by relying on DOH stage dates, which weren't always kept current, leading to inaccurate reporting.
What's changed
Eligibility is now determined using referral decision outcomes rather than DOH stage dates. Since decision outcomes are updated more frequently and receive greater scrutiny from your teams, they provide a more reliable and current source of eligibility information. The system intelligently examines each referral type and its associated decision outcome to accurately determine NHS continuing healthcare eligibility via the NHSE AACC values.
Key capabilities
Decision-based eligibility: Eligibility now reflects actual referral decision outcomes - Eligible or Not Eligible.
Current status reporting: Uses the most recent decision date within each reporting period.
Benefits
Improved data accuracy: Reports reflect the true current status of patient referrals.
Enhanced reliability: Eliminates inaccuracies caused by outdated DOH stage information.
Better NHS compliance: More accurate data for meeting NHS reporting requirements.
Increased confidence: Quarterly reports accurately represent your CHC activity.
Reduced manual correction: Less time spent identifying and correcting reporting discrepancies.
See our handy guide for more information on NHS funded care quarterly activity.
Assessment cancellation management
We've introduced comprehensive cancellation management for CMS assessments with a new Date Cancelled field that's available throughout the assessment system. This enhancement recognises that assessment processes don't always proceed as planned—sometimes assessments need to be cancelled due to changing circumstances, patient withdrawal, or administrative reasons—and provides a proper way to record and manage these cancellations whilst maintaining complete audit trails.
What's new
When you need to cancel an assessment, simply enter the cancellation date in the designated field, and the system records the action with a full audit entry. If circumstances change and you need to reinstate an assessment, just clear the Date Cancelled field—the system automatically documents the reinstatement. The field integrates seamlessly with your existing workflows, appearing in list views by default and available for filtering and analysis in custom reports.
Key capabilities
Universal availability: Date Cancelled field present in assessment forms, lists, reports, and Patient Portal.
Easy cancellation: Simple date picker interface for recording assessment cancellations.
Flexible reinstatement: Clear the date to reinstate cancelled assessments when appropriate.
Automatic audit trail: Every cancellation and reinstatement automatically recorded with timestamps.
List view integration: Date Cancelled displayed by default in assessment lists with sortable column.
Custom report support: Filter and analyse cancelled assessments using Date Cancelled as criteria.
Patient transparency: Cancellation dates visible on Patient Portal. This is hidden when empty to avoid confusion.
Export ready: Date Cancelled included in all standard export functionality.
Benefits
Proper cancellation management: Official way to record and track assessment cancellations.
Complete audit trail: Every cancellation and reinstatement fully documented with timestamps.
Improved reporting: Filter and analyse cancelled assessments for workload planning and analysis.
Better data quality: Clear distinction between active and cancelled assessments.
Flexible administration: Easy to cancel assessments when needed and reinstate them if circumstances change.
Enhanced transparency: Patients can see when their assessments have been cancelled through the Patient Portal.
Workflow integration: Works seamlessly with existing search, filter, sort, and export functionality.
See our handy guide for more information on CMS assessment management.
Assessment visibility enhancements
The CMS Assessments list has been enhanced with additional assessment form fields, improving data visibility and enabling more effective assessment management directly from the list view. This enhancement addresses a usability gap where users previously had to open individual assessment records to view essential information.
What's changed
The CMS Assessments list now includes Date Cancelled, Assessment Form ID, and Assessment Form Status. This provides comprehensive assessment overview information without requiring navigation to individual records, supporting faster decision-making and more efficient case management.
Key capabilities
Date cancelled column: View assessment cancellation dates directly in the list.
Assessment form ID column: See unique identifiers of forms attached to assessments.
Assessment form Status column: View the current state of each assessment form.
Column customisation: Choose which assessment fields to display based on workflow needs.
Sorting and filtering: Sort assessments by cancellation date or other newly available fields.
Export functionality: Include additional fields in exported assessment lists.
Benefits
Time savings: Dramatically reduced time navigating between individual assessment records.
Improved efficiency: Faster assessment portfolio reviews and workload management.
Better visibility: Clear overview of assessment status including cancellations.
Enhanced reporting: Easily identify and report on cancelled assessments.
Faster query response: Quickly answer questions about assessment status.
Pattern identification: Spot cancellation patterns or trends more easily.
See our handy guide for more information on CMS assessment management.
Exclude cancelled assessments from AACC reports
The system now automatically excludes all assessments with a populated Date Cancelled field from All Age Continuing Care (AACC) and PLDS reports. This ensures statutory reporting accuracy and consistency with existing cancellation handling patterns, improving data integrity by preventing cancelled assessments from affecting statutory reporting figures whilst maintaining full visibility of active assessments.
Custom reporting
Custom reporting capabilities have been expanded by making SRM document fields available for selection when building reports. When creating custom reports with SRM Supplier Profile as the system area and SRM Documents as the sub-system area, you can now select from a comprehensive range of document fields including Document Type, Document Name, Issue Date, Issue Number, Expiry Date, Privacy Status, Display Status, Client Name, Created By, Date Created, Updated By, and Date Updated.
Benefits
Precise reporting: Build exactly the document reports you need.
Better document management: Track document expiries, renewals, and compliance requirements.
Enhanced oversight: Monitor document status and governance across your supplier base.
Letter document mail merge
Letter templates can now be created using document-based templates, providing enhanced formatting capabilities and improved document presentation. This feature mirrors the popular document template functionality available in Eforms, allowing users to upload Word documents as templates and have the system automatically populate data at designated merge fields. This addresses customer requests for better formatting retention in generated letters and provides an alternative to the existing HTML-based letter configuration.
See our handy guide for more information on creating document-based letter templates.
Enhancements
Service agreement management
The service agreement creation process has been streamlined by eliminating a time-consuming workflow interruption. Service agreement AACC Change Log override fields are now built directly into the service agreement creation wizard at Step 3, allowing you to customise the initial change log entry during the SA creation process itself.
Key capabilities
Integrated override fields: Access change log customisation directly within the SA creation wizard.
Pre-populated defaults: Override fields automatically filled with service agreement data.
Flexible editing: Modify any combination of dates, units, rates, and frequencies as required.
Single workflow: Complete all service agreement setup without navigating to multiple sections.
Permission-based display: Override fields visible only to users with CHC Dataset Report Can Edit permission.
Benefits
Significant time savings: Eliminates the multi-step post-creation process for change log customisation.
Improved efficiency: Complete all service agreement configuration in one smooth workflow.
Reduced errors: Less navigation and fewer steps mean fewer opportunities for mistakes.
Better user experience: Natural, logical flow keeps you focused on the task at hand.
See our handy guide for more information on Service agreement AACC change log.
Display service agreement start date in SA Allocation on review
When allocating service agreements to a review, the Service Agreement Start Date now appears as a column in the list view. This allows you to quickly scan and identify appropriate agreements based on their commencement dates, ensuring you select agreements that meet the business requirement of starting after the review date.
Benefits
Faster decision making: Quickly identify appropriate Service Agreements without opening multiple records.
Improved efficiency: Streamlined allocation process saves valuable time.
Reduced errors: Easier to ensure Service Agreement start dates are after review dates.
Enhanced visibility: All information visible in one place.
Assessment and referral visibility
The capacity of Assessment Form DST domain fields has been expanded to accommodate more comprehensive clinical documentation. The character limit for all DST domain fields has been increased from 8,000 to 15,000 characters, nearly doubling the available space.
Key capabilities
Expanded documentation space: Write up to 15,000 characters per DST domain field.
Real-time character tracking: Updated character counter shows 'X/15,000 characters' as you type.
Preserved existing data: All existing assessment records remain intact and fully accessible.
Maintained performance: Enhanced capacity without compromising system speed or reliability.
Benefits
Complete clinical documentation: Capture all relevant patient information for complex cases.
Improved assessment quality: More thorough documentation supports better CHC eligibility decisions.
Reduced frustration: Assessors no longer forced to condense or omit important clinical details.
Better decision support: Panel members have access to comprehensive information.
Unlink subsequent referral independently
More flexible referral management has been introduced, allowing you to unlink subsequent referrals from their current review or appeal connections without being forced to immediately link them to another destination. Subsequent referrals can now be unlinked independently from both the referral record itself and from review/appeal records.
Key capabilities
Bidirectional unlinking: Remove links from either the referral record or the review and appeal record.
Independent action: Unlink without requiring immediate re-linking to another destination.
Required documentation: Provide explanatory comments for all unlinking actions.
Complete audit trail: Activity records capture user, timestamp, and comments for every unlink.
Permission-based control: Requires both Can Edit Referrals and Can Edit Reviews or Appeals permissions.
Benefits
Reduced pressure: Fix linkage errors without needing to know the correct destination immediately.
Fewer mistakes: Take time to determine the appropriate destination rather than making hasty decisions.
Improved flexibility: Manage referral links according to your workflow needs.
Better data quality: Easier to maintain accurate referral relationships.
Requirements management
A new Date Opened column is now available as an optional field on the requirements list page. This displays the actual date when each requirement was opened and distributed to suppliers, giving you a clear view of your active brokerage activity.
Benefits
Better management information: Quickly identify which requirements have been distributed and when.
Improved reporting: Generate accurate MI reports without creating custom reports.
Time efficiency: Find the information you need directly from the standard list page.
Enhanced tracking: Monitor your brokerage distribution activity more effectively.
Supplier management
Commissioners can now configure optional submission windows for accreditation and enrolment processes within Contract Config. This provides automated control over when new provider accreditations can be submitted, whilst maintaining operational flexibility for existing approved providers.
Key capabilities
Date window configuration: Define optional Accreditation From and Accreditation To dates to control submission periods.
Automatic enforcement: System automatically blocks new accreditation creation outside configured windows.
Custom messaging: Configure tailored messages to inform providers when submission windows are closed.
Approved provider exemption: Previously approved providers can resubmit expired accreditations at any time.
Document management continuity: All providers can upload documents to existing accreditations regardless of submission window status.
See our handy guide for more information on supplier management.
Bug fixes
Referral management
Clock Still Running Although Referral Has End Date (ID: 1868934)
An issue where the referral QA clock would continue running even after a decision had been applied and an end date was recorded has been resolved. The system now correctly stops the clock when a QA outcome decision is made, ensuring accurate time tracking and preventing cumulative time miscalculations.
Script Error on Logout Due to Multiple Active Tabs (ID: 1869523)
Fixed a script error that occurred when users logged out whilst having multiple browser tabs open, improving user experience and preventing session conflicts.
Supplier portal issues
Suppliers Unable to Amend the Locations (ID: 1873677)
An issue preventing Supplier Administrators from managing their company location information has been resolved. System permissions controlling location management have been corrected to restore proper access for Supplier Administrators.
What's fixed
Restored edit access: Supplier Administrators can now properly edit all location fields.
Corrected permissions: System permissions now work as designed for location management.
Full functionality: All location editing capabilities restored including addresses and contact details.
Maintained security: Fix preserves appropriate permission boundaries whilst restoring legitimate access.
No action required: Supplier Administrators can immediately access and edit their location information using the standard navigation: Admin - My Company - Locations.
Clients Unable to Add New Destination (ID: 1874754)
An issue preventing client users from adding new destinations to the system has been resolved. This problem impacted commissioning and placement workflows, as destinations are essential records for managing where care services are delivered. The system functionality for creating new destinations has been restored to full working order.
Benefits
Unblocked workflows: Commissioning and placement processes can proceed normally.
Operational continuity: Teams can manage destination records without workarounds or delays.
Improved productivity: Users can create destinations as needed without support intervention.
No action required: Client users can immediately add new destinations using the standard process through Admin - My Company - Destinations.
Accreditation & Enrolment
Enrolment: Fail Review Documents (ID: 1524606)
The enrolment document review process has been enhanced to ensure complete and accurate documentation when documents fail review. The system now requires reviewers to provide both a failure reason and comments whenever a document fails an enrolment review.
Key capabilities
Mandatory documentation: Both failure reason and comments are now required when marking a document as failed.
Clear error messages: The system provides helpful guidance when required information is missing.
Prevention of incomplete submissions: Reviews cannot be completed until all required failure documentation is provided.
Benefits
Enhanced quality control: Ensures thorough documentation of all document failures.
Improved transparency: All stakeholders receive complete information about review decisions.
Better compliance: Maintains comprehensive audit trails for enrolment processes.
Clear communication: Suppliers and team members understand exactly what needs to be corrected.
Accreditation: Fail Review Documents (ID: 1524751)
The accreditation document review process has been strengthened to ensure comprehensive documentation when documents fail review. The system now enforces complete documentation when accreditation documents are marked as failed. Reviewers must provide both a specific failure reason and detailed comments explaining the rejection before the review can be completed.
Key capabilities
Required documentation: System validation ensures both failure reason and explanatory comments are provided.
User-friendly guidance: Clear error messages guide reviewers to complete all required information.
Process protection: Reviews cannot proceed with incomplete failure documentation.
Consistent standards: Applies the same rigorous documentation requirements across all review types.