TracCloud: What's New for 2025-05

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2025-05-30 | TracCloud features and changes from May 2025



Description

Description

Report Changes

  • "Additional fields to show" option added to the Payroll report.
  • Reason Category, Workshop Name, Student First Name, and Student Last Name added to additional fields list in Visits by ??
  • You can now add a referral sequence column or search by referral sequence in the Referrals by ??.

Other Changes

  • The binary "Online" checkbox in visits has been replaced with a "Modality" field, allowing visits to be recorded as In-Person, Online, Asynchronous, or Phone.
  • You can now create recurring reserve blocks, with an interface similar to recurring appointments. This allows for manually selecting specific days/weeks from the series to apply blocks on.
  • A "Completed by" field has been added to completed actions in SAGE referrals.
  • New "On Campus" work visit login restriction added to Permission Groups to allow staff to login for work if they have an appointment or an availability.
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