Release Notes

January 30, 2025: Merge Organization Records

In response to user feedback, we fixed an issue related to merging organizations:

• You can merge organizations without delays. System administrators reported seeing the spinning “in process” icon run for up to 30 minutes or receiving the “Network connectivity has been lost” error message when they merged organizations, even though the process would complete successfully. We streamlined the code so that the merge process completes faster.

Resources

For more information related to this release, check out this link:

January 21, 2025: Add Activity Links to Record Layouts

This release fixed an issue related to workflow templates:

• Workflow template options appear as expected in the Layout Designer’s Create Activity component settings. Case workflow templates were not appearing in the list because case had been renamed to issue via a lens profile, and the list did not handle lens changes to activities properly. We changed the code, and now the list populates correctly no matter what you call your cases, tasks, or memos.

Resources

For more information related to this release, check out these links:

January 19, 2025: Find Records with Global Search

In response to user feedback, hc1 has changed global search to improve consistency and accuracy in search results for names, addresses, and phone numbers:

• Search finds names with special characters such as apostrophes, hyphens, and periods regardless of whether the user enters those characters. For example, a search on “Sean Obrien” will now find Dr. Sean T. O’Brien.
• Phone number searches now work with a variety of phone number formats. You will get the same search results whether you include hyphens, parentheses, periods, extensions, or just the numbers.
• You no longer have to enter the entire street name in the search box to find an organization by address. For example, entering “123 Fi” will return organizations at 123 First St. and 123 Firewood Lane.
• Extra spaces are now ignored when searching for matches in name, address, and phone number fields. So a search for “Memorial Health” will find “ Memorial Health.”

Resources

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December 10, 2024: Apply Saved Dashboard Filters

This release delivers a fix to the saved filters feature for clients who are on the current hc1 analytics platform:

• When you apply a saved filter to a dashboard, dashboard data is displayed as expected. Clients reported getting zero results when they applied certain saved filters, even though they got results when they manually chose the same filter values that were in the saved filter. The root cause was the semicolon used to separate values within the saved filter. We resolved this issue in our analytics platform code, and saved filters now return data appropriately.

Resources

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October 29, 2024: Change Your Password

This release delivers two authentication improvements:

• New passwords will require 12 characters at minimum. Your current password will continue to work. However, the next time you reset your password in hc1, either because the current one has expired or because you have forgotten it, it will need to be at least 12 characters long and include an uppercase letter, a lowercase letter, a number, and a special character. Before, passwords only had to be 8 characters long. The on-screen instructions have been updated with this new requirement.

Note: This password requirements change does not affect users who access hc1 through single sign-on. With single sign-on, password requirements are set by the authentication provider, such as Active Directory.

• You can keep hc1 user groups synchronized with your OAuth single sign-on authentication provider user groups. Before, if you changed group information in the authentication provider, you would also have to change it in hc1. Now, you can check the Sync User Groups box on the Authentication Providers detail screen and fill in the Token Group field to make hc1 update its user groups when your authentication provider user groups change. For more information about setting up single sign-on with hc1, contact your hc1 Client Success Manager.

Resources

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October 22, 2024: View Activity Subtabs

This release delivers a fix to activity subtabs:

• Activity subtabs display as expected. Before, clients reported that the subtabs (Activities, Attachments, and Messages) on a case layout’s General Information tab would disappear if you navigated away from the tab and then returned to it. The cause was related to a conditional display set up for the Status field. Now, the subtabs remain visible even when conditional displays are in force on other parts of the activity layout.

Resources

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October 1, 2024: Filter Custom Lists

This release delivers a fix to custom list filters:

• Custom list Filter drop-down lists display as expected. Before, the Filter box would sometimes disappear. We’ve resolved the underlying filter display conflicts that caused this issue. Now, your filter options will always be clearly marked.

Resources

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August 15, 2024: Set hc1 Workforce Optimization Alert Days

In response to client feedback, we have made several improvements to hc1 Workforce Optimization alerts. Alerts are email messages sent when thresholds are met or exceeded on the Key Performance Indicator (KPI) analytics or when hc1 Workforce Optimization detects specific under- or overstaffing levels. System administrators can access the Alerts feature by clicking Configuration in the top right corner of the hc1 Workforce Optimization homepage.

• We added a picklist to the Frequency controls so that you can choose a day of the week or month for the alert to run. Before, all weekly alerts ran on Sunday, and all monthly alerts ran on the first of the month.

Note: The Alert Time is in the time zone of the department you choose.

• The Alert Type now lists the unit of measurement to clarify the value being set. The unit of measurement is also listed on the email that the selected user receives.

This release also includes these improvements:

• You can display more rows per page on the Configuration pages and in the Recommendations section on the homepage. Your choices are now 10, 25, 50, or 100 rows. Before, you could only display up to 25 rows.
• When you navigate back to the homepage after optimizing a recommendation, the Recommendations section displays the page you were on before the change. Before, this section would revert to the first page.
• The new “Staffing optimized. No recommended staffing changes detected” message in the Recommendations section lets you know that all recommendations have been addressed.

Resources

For more information related to this release, check out these links:

• Predicting Your Lab’s Future Staffing Needs Now With AI: An hc1 Workforce Optimization Demonstration (hc1 webinar recording)