The new Compliance app is available by an optional subscription that will help agencies determine if they are in compliance with Arizona state requirements. The goal of the application is to provide a monthly emailed report to subscribed agencies that will show:

1. People that may soon be in non-compliance .
2. People not in compliance with missing/expired documents or data.

This app is integrated with multiple SpokeChoice data objects such as documents, client profile setup, provider CEU requirements and much more. Very little setup is required on your part to setup the compliance app.

In addition to state compliancy requirements, you may add document requirements for your agency. For example, you may create a custom Compliance Rule and it to an employee's profile and to a custom Document Type that is required for employees. Not only will this document show up in the Document Vault as missing/expired for an employee, it will also be tracked by the Compliance app and show it in the monthly report.

A new Easy View section named Compliancy Issues was added that shows compliancy issues for the selected user.

Note that the Missing or Expired Documents task type has been replaced by the Compliance app functionality.

The Expiration Types feature was misused by many agencies to do things like track to-do items, and track expiration of documents as opposed to using the expiration date on the document. For these reasons and others, the Expiration Types feature was removed and functionality replaced as follows:

1. The document vault went through a major redesign making it easier for agencies to implement and maintain. The creation of documents is now more flexible to allow for various agency document management processes.
2. Expiration values are kept on documents and integrated with the Compliance app to ensure that required documents have been captured and have not expired.
3. The Collaboration>Reminders feature was added to create to-do type reminders that will be notified via SpokeChoice messaging or emails.
4. A new Continuing Education feature was added to Easy View to track continuing education requirements for providers. Yearly CEU records are created for each course taken that captures the course information and optionally the certificate file. This removes the need to create CEU document types which is not a proper way to track the requirements.

1. The Document Vault interface now uses same display framework as Easy View Documents which has been enhanced. The enhanced layout now presents each Document Type along with the most recent version available. If no document is present for a specific type, a blank entry is shown. This streamlined view is tailored to a single user’s documents, offering enhanced actions for each document type, including:
   • Create a new document
   • Edit an existing document
   • Replace the current document with a new version
   • View the document
   • Delete the document
   • Sign the document (Form-based documents with 1 or more signature fields only)
   • Access Historical Versions for a complete audit trail of changes
2. Global Document Types have been created and are available to all companies removing the need to install document types or perform any setup. These document types are for the most part required by your state in order to be in compliance. SpokeChoice admins will be coordinating an update process with your agency to merge any overlapping global and agency document types and remove the agency document type.
3. You may now deactivate a custom Document Type that is no longer used but may have documents associated with it.
4. Added the ability for document forms to have data for associated individuals to be preset on the form speeding up data entry. This data gets set during document creation by looking up the associated users and setting the data in the appropriate fields.
5. Added the ability for document forms to set roles that are allowed to edit each field.
6. Moved document signing requirements to the document forms so signing is now done with either an E-Signature or Signature Pad field on the form. (You will no longer see the "Must Sign" row of controls on the Document Type editor.)
   Multiple required signature fields may be added and roles set for each. For example, this allows for an admin to create a form, sign it, then require a guardian and provider to edit the document and only update their associated signature field and no other parts of the document.
7. Multiple hard-copy files may be uploaded and merged into a single document. This allows for example, the front and back side of a driver's license or insurance card to be added as a single document. When viewing/downloading this document, all uploaded images are merged into a single PDF file.
8. Simplified the creation of a document. The create document folder presents up to 3 options to create a document (based on its Document Type definition):
   • By Form - create using a form associated with the document type and optionally merged to a PDF template.
   • Upload Hard Copy File(s) - create by uploading 1 or more hard copy files.
   • Document On File - Creates a document record with no associated/online file. This indicates that the physical file is not uploaded to SpokeChoice but maintained in another filing system. (This mode allows compliance to be verified without SpokeChoice having the actual files.) NOTE: This feature is only available upon request to prevent users from using it without your permission.
9. When you initially open the Document Vault page, your documents are loaded and if any documents require a signature, you will be presented with a dialog to sign each required document.
10. The signature action icon now opens the document for signing.
11. When adding a document that requires others to sign, they will be sent a message telling them they have document(s) to sign.
12. A new Sign Here flag has been added where you need to sign (when required).

1. File Viewer - When exporting grids or viewing documents, the files are displayed in a new popup file viewer rather than downloading the file. This is both a security feature that prevents files from being downloaded and possibly remaining in your downloads folder. You may still download the file using the Download button on the viewer.
2. Grids were enhanced to have the paging controls fixed at the bottom of the window for convenience.
3. Added Created Date and Last Modified date/time columns to Monitor Visit records.
4. Added client's DOB & Diagnosis to Easy View Profile.
5. Added Person Responsible & Has Guardianship added to the Assigned Guardians to Easy View Profile.
6. Therapists may now create & view schedules for their assistants.
7. Summary assessment has been added to the S.O.A.P. Note PDF output.
8. Progress & S.O.A.P. Notes editor - Line breaks in Goal & Task descriptions display as entered.
9. The Unapprove button was removed from the Modify Claim Status popup under Billing. This button is not necessary since claims are automatically unapproved when necessary and using this feature caused issues with the flow of the claim to Sandata & Wellsky.
10. Therapists may now make & view appointments for their assistants.
11. After first signed-in and you have unread chat or messages, a popup will be displayed reminding you to read them. This addresses issues where users dont see the icon indicating there are unread messages.
12. Only the person that locks payroll may view/download the payroll file.