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Coming soon :: Therap 2016.2 :: Downloads and Case Notes

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We will be bringing out our latest update to Therap in a couple of weeks.  When we do these releases, it is often hard to predict when there will be last minute changes that happen due to issues discovered in testing or changes in regulations.

I have a couple of changes based on the list of functionality that I posted earlier:

Firstly, the updates to the Case Note module are going to be included in a follow-up release, they are not quite ready and we don’t want to take unnecessary risks.

Secondly (and for now most importantly), many of you will have noticed that we are introducing new roles to control the downloading of Excel files and PDFs.  We had a number of internal debates as to whether to set these to on or off with the release.  We could set them to on in which case we wouldn’t impact users’ access, but our customers would be less likely to take a serious look at who should have these roles or we could default to “off” in which case users who should have access would be impacted.

We settled on a compromise: when the release comes out at the end of the month, these roles will be turned off for everyone.  However the system won’t actually act on the roles until the follow up release with Case Notes updates in it so you will have a few weeks to get those settings right.

As always, let us know if you have any questions.

:: Justin ::

By | 2016-11-03T04:23:16+00:00 June 13th, 2016|Categories: Therap 2016.2|Tags: |4 Comments


  1. Kirk Elam June 15, 2016 at 3:42 pm

    This makes a lot more sense for this change to be located in a Super Role rather than in an administrative role. For companies with 1,000 + employees, this creates a significant project. For example I need for every employee to be able to export consults to PDF but only certain managers to be able to export to excel. We can easily manage these abilities through Super Roles.

    Thank You,

    Kirk Elam

    • Justin Brockie June 15, 2016 at 9:06 pm


      I understand that it would seem easier on a super role (and we have some future thoughts on that) but all Super Roles are Caseload specific where as this is a system wide role.

      :: Justin ::

  2. Sheryl Wood July 11, 2016 at 7:24 am

    I agree with Kirk – making the change within the super roles that need this functionality is far easier and quicker for provider administrators than having to access and update each staff person’s privileges. We hope you will rethink this decision.

    Thank you,
    Sheryl Wood

    • Justin Brockie July 12, 2016 at 9:03 pm


      Thanks for the comment, I understand your concern.

      We had two choices: turn them all on, or turn them all off. We chose not to turn them all on as this is a security feature and we want those permissions to be intentionally given. Unfortunately we can’t associate them with a Super Role as they are not caseload based permissions.

      :: Justin ::

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