MealService Revision History
ListMaker Revision History
MenuMaker Revision History

MealService Revision History (Back to top of page)

10/29/2004, Build 3.5.9.6194
A utility for assigning Missed Deliveries on a batch basis was added. The utility includes barcode scanner support for identifying the clients to whom the meals are to be assigned.
When an unexpected error is encountered, the user now has the option of sending the error message via email to MealService tech support.
The identification for missed deliveries in the View History window has been modified slightly. The Date column now indicates the date that the missed delivery was recorded. The event description now indicates the actual date of the delivery that was missed.
On the Prepare Deliveries screen, when using "Save As" the dialogue now has the Add or Replace option pre-set based upon the default for the list.
The Delivery Report selection dialogue now remembers the services chosen for inclusion from one use to the next.
The Execute Query utility now allows Select queries in addition to Update queries.
When starting a new client, the Scheduled and Episodic deliveries dialogues no longer default to a future date. The calendar now defaults to the present date, or the client's start date, whichever is later.
 This version properly sorts delivery labels, when more than one label is required per client.
 The bug has been resolved that prevented a list created using the Save As function from being visible in the ListMaker.

10/6/2004, Build 3.5.9.6121
This version introduces the ability to retrieve from MapPoint (and import back into MealService) MapPoint's optimized routing. This new functionality is available in both MealService locations with which MapPoint integrates: the Prepare Deliveries screen and the Order Routes by Stop utility.
Delivery labels can now be sorted by Client ID or alphabetically by last and first names, in addition to Route and Stop order (the current sorting method). The sorting option is selected on the screen which also asks for which labels should be selected (i.e., Special Meals, selected diets, etc.).
Two new delivery reports have been added. One report counts the number of Clients by whether they are receiving a special or standard meal, the other prompts the user to select a specific item and then counts that item by special or standard diets.
The mapping functionality now offers the option to include either the starting or ending location (or both). Previously the starting and ending locations were both included together or not at all.
The Order Routes by Stop utility now asks for confirmation before making any edits to a Route permanent. This allows making significant changes (for investigation or practice purposes), and then not including any of them if the changes are unsuitable.
Added a standard menu to the Prepare Deliveries screen so that all of the functionality that had only been available on the context menu is now more accessible.
Since MealService is often hidden when integrating MapPoint, a beep is now generated if MapPoint has had difficulty mapping one of the client addresses.
The Social Security Number field now has Canadian formatting applied (###-###-###) when the Geo-Political configuration is set to Canada.
Several of the drop-down lists will now auto-populate and remember their entries from usage to usage.
An additional command-line parameter can now be passed to MealService when it is required to be run in CodeSite diagnostic mode. The location of the CodeSite log file can be specified by using the -CodeSitePath parameter.
When closing MealService, posting of the final entry to the History table is now trapped for errors.
On the Prepare Deliveries screen, a screen refresh is now issued immediately after saving delivery data. This is to resolve an issue when MealService is run under Terminal Services and the Saving Data message is sometimes not cleared from the screen.
 Due to changes in a third-party-supplied component, the Component Visibility Tree will need to be refreshed, followed by resetting the visibility of all components within the tree.
 This version requires new copies of the Rz30Ctls60.bpl and Rz30DBCtls60.bpl files. These files should reside in the same folder as the MealService executable (MlSvc.exe).

9/14/2004, Build 3.5.8.5988
Added an additional option to the Save As dialogue on the Prepare Deliveries screen. The new option is the ability to specify, when saving to an existing list, whether the save should replace the existing names on the list or add to the names. (In prior versions, when saving to an existing list the only choice was to add names.)
On the Delivery Reports selection dialogue, added the ability to select delivery records by Distribution Center in addition to the existing ability of selecting by Route.

9/9/2004, Build 3.5.8.5972
Added a user-defined query that, when it exists, is automatically executed every time a Client record is saved. The new query can be used to automatically populate the URN or to ensure that a user-defined entry is appropriately populated based on other fields in the record.
Added the ability to limit line items on the Delivery Route Sheets to the items for a specific meal (utilizing the Meal drop-down list in the Edit Meal Items screen). This requires an updated Delivery Report (or a minor modification to an existing Delivery Report) for the functionality to become effective.
Added the ability to copy an Individual's name and address to the clipboard (similar to the previously existing functionality of being able to copy a Client's name and address to the clipboard). An Individual's information can be copied to the clipboard by using the speed-key combination of Control+Alt+I, or by selecting Copy Individual Name and Address from the context menu.
Added the ability for each user to define their preferred report for each of the following report dialogues: Delivery, Counseling, Alerts/Follow-Ups and Agency reports. The report preferences are set in the Configuration screen, on the User Preferences tab.
On the Biographic Info tab, changed the second of the user-defined edit fields to a drop-down box. As before, there are no restrictions on what may be entered. But now, the drop-down list can be populated with the most common entries.
Added a Number in Household field to the Biographic Info tab.
Added a Housing/Living Arrangement field to the Biographic Info tab. This field uses a drop-down list, but data entry is not restricted to entries appearing in the list. The field occupies the same on-screen location as the Credit Card fields, therefore the use of the Housing/Living Arrangement and Credit Card fields are mutually exclusive.
An additional 15 health assessment fields have been surfaced in the query designer.
Added five context menu choices to the Set Custom Items dialogue. The new choices are Shift-F1, Shift-F2, Shift-F3, and so on. Pressing Shift-F2 will now select Service 2 (for example. You must know the Service ID for the Service you are selecting.) Using these key combinations is faster than displaying the Select a Service dialogue and selecting a service from the drop-down list, but that method can be used if the Service ID isn't known.
The Cold Bag Code in effect at the time of delivery is now stored with each Client's Delivery record.
The Prepare Deliveries screen should retrieve previously saved deliveries faster in this version.
Several typos have been corrected.
On the Prepare Deliveries screen, the Save As button is now properly enabled after populating the screen with previously saved deliveries.
On the Prepare Deliveries screen, fixed the error generated when editing a client's route if the screen had been populated with previously saved deliveries (and no delivery dates had been prepared in the normal fashion).
Resolved the error that might be generated if the Add New Client button was clicked immediately after deleting a client record.
In the New Client wizard, the Cold Bag drop-down list is now appropriately visible or not, depending upon the visibility of the Cold Bag drop-down list on the Service/Diet tab of the main Client screen.

7/27/2004, Build 3.5.8.5898
The Auto-Create Scheduled Deliveries feature now allows for creating deliveries for a service other than the Client's regular service. This facilitates creating calendar-based deliveries which, for example, might be funded by a different funding source than the Client's regular service.
Default delivery items can now be assigned to services other than the Client's regular service. This feature is so that default items can be assigned to a service which might be delivered using Scheduled deliveries, for example those created using the new Auto-Create feature. The alternate service can be chosen by right-clicking in the Set Custom Delivery Items dialogue and choosing Select Service from the context (pop-up) menu.
When preparing and saving deliveries, when limiting the reports to selected routes there should no longer be a limitation to the number of routes that can be selected.
When creating a new Household, if the Client's last name and address are both empty the new Household name now defaults to 'New Household' rather than being blank.
This version requires a new copy of the file dclusr60.bpl, and it is included in the current download.This file should normally reside in the same location as the MealService executable file (MlSvc.exe)
This version corrects an issue which surfaced very intermittently when printing Delivery reports and the user was limiting the report to one or more services.
Removes the Ancestor for 'BitBtnClearAll' not found. message which was displayed in the Household Member dialogue when migrating delivery status changes from one household member to another.

7/21/2004, Build 3.5.8.5889
This version adds a Household wizard to facilitate adding a Client to a new or existing Household.
There are additional hints available to the user in the Manage Households and Manage Household Members dialogs.
The Follow-Up detail reports have been added to this version.

7/9/2004, Build 3.5.8.5868
Added a Delivery Item type which requires confirmation before it will be included in any deliveries which use it that day. For example, a supplement might only be delivered once a month. It can be assigned to the client, but would only be included when, at the time of saving the deliveries, the user indicates that supplements should be included.
The Modify Meal Items button is now more consistently bolded (for example, it is bolded immediately after creating a custom delivery for a Client, rather than after navigating in the Clients table).
Added several new fields to the Query Builder: Confirmation Required field for Meal Items, Reminder-related fields in the Notes table, and all fields in the Reminder Recipients table.
An hourglass cursor is now displayed after imposing a filter and until all matching records have been retrieved from the Clients table.

7/2/2004, Build 3.5.8.5800
 The user is prompted to save the changes prior to creating a URN if the Client record is being edited at the time of triggering the URN utility.
Added the User-Defined Checkbox field to the All Clients Intelligent Browse.
Added the Organization field to three of the Intelligent Browses.
Added Pediatric AIDS to the AIDS diagnosis drop-down list.
Added Haitian Creole, Portuguese, and Crioulo to the languages in the Language drop-down list.
Adjusted several screens so that scroll bars are not required to view those screens under Windows XP.
Fixed a bug that was preventing Alert Recipients from being removed when deleting a Client record.

7/1/2004, Build 3.5.8.5794
 Fixed a number of issues resulting from Refreshing Lists when the visibility of components had been changed and the MealService window was set to a size other than 600 x 800. Selecting Refresh Lists will now restore the window to its default size of 600 x 800 before setting the visibility of various on-screen components.
The Delivery Directions field now fills all allotted space when the Cross Street field is set to be visible and the window is sized beyond 600 x 800. Similarly, the Cross Street field will not be hidden when it is set to be visible and the window is sized below 600 x 800.
The delivery items in the Print All report now print in the proper day sequence.
The Mental Health Diagnosis field was widened to 50 characters.
Fixed a bug in the Print All and Single-Client Delivery Directions reports which was preventing them from printing.
Fixed a bug which, under circumstances, prevented the enabling of the OK button in the Auto-Scheduler.

6/17/2004, Build 3.5.8.5749
This is primarily a maintenance release, resolving various issues with the newly introduced Auto Scheduler functionality:
The Auto-Scheduler will no longer create deliveries beyond a Client's Stop Date, if one has been entered.
The Auto-Scheduler now creates more than one Monthly delivery when deliveries are being limited by the number of deliveries rather than the ending date.
The Auto-Scheduler will now stop attempting to create deliveries if it has not completed its task after 365 tries.
The Auto-Scheduler will now recognize the cancel button's being clicked while it's creating deliveries.
Fixed a rounding problem when calculating ages in the Intelligent Browse.

6/14/2004, Build 3.5.8.5721
A log entry is now created every time a user logs into or out of MealService.
This version introduces the ability to automatically create a batch of Scheduled or Episodic deliveries.
There is now a dialog for viewing all of the Clients related to an Individual, on the Individuals maintenance screen. This should make it easier to manage each Individual's specific relationships. Double-clicking on one of the Clients in the list will navigate to that Client on the main Client edit screen.
The Alerts and Follow-Ups dialog was introduced. The dialog is used to create and manage follow-ups and reminders. The reminders can be user-specific, or can be assigned to a Department. The user is reminded upon logging into MealService if he or she has a follow-up due that day. The browse view of the follow-ups is color-coded to indicate age of the follow-up: follow-ups due from today's date to 7 days in the past are highlighted in yellow. Incomplete follow-ups older than that are in red.
A Client pop-up Alert was added. The pop-up can be used to flag critical information on a client, such as 'Client is blind' or 'Client only speaks Spanish'.
Added a SQL Execution utility to the Utilities menu. The utility can be loaded with a SQL statement from the Queries table, or a SQL statement can be typed or pasted directly into the edit window. This utility can be used by those agencies who wish to execute a user-defined batch process to be run on an intermittent basis.
Added the ability to copy a day's Special Meal specifications to any additional dates for which the specifications have not yet been set.
The Client Application tab now makes more effective use of the screen when MealService is maximized to a size larger than the default size of 600 x 800 pixels.
Added   an upper-range check to the Birthdate field. The upper range is now set to the current date, so that it is not possible to accidentally enter a birthdate in the future.
Added a fourth type of Alternate Address: a Mailing-Only Address. There is presently no functionality attached to the new address type, but it has been created to support a future possible enhancement of exporting all mailing addresses (where a mailing address might be different from a delivery address).
The last two ini files which were being written to the Windows directory have been moved to the Application Data folder.
Added Follow-Up Completed and Blood Glucose Comment to the Health Assessments table.
Made the Client's second phone and second phone description fields available in the Query Builder.
Additional error-checking is now in place to ensure that an alternate address can't be saved without the required Route having been assigned.
Added the User-Defined Checkbox (which appears on the Health/Nutrition tab) to the Meal Deliveries Intelligent Browse.
The Scheduled Deliveries maintenance dialog now displays with the same speed as which the Episodic Deliveries window displays.
The User-Defined Reports now properly go directly to the printer when printer is chosen as the destination, rather than to the screen.
Fixed a bug in which a Client's Funding Source might not be saved (which might then prevent subsequent edits of the funding source) when switching to a Browse view immediately after making changes to the Funding Source.
Fixed a bug in which, if Delivery Consolidation was enabled, the first client receiving a delivery each day would receive his own items as well as the items from the last person of the day before.
Resolved an issue where, when changing the Nutritional Fields visibility, a message might be displayed indicating that the record had been changed by another user.
Resolved an issue with the Custom Delivery Items dialog where a message might be displayed indicating that a record had been changed by another user.

4/23/2004, Build 3.5.7.5223
Added the ability to copy the current Client's name and address to the clipboard. The address is formatted to the appropriate international layout using the Configuration's geographic region setting. This new functionality can be called from the right-click context menu or by using the speed key combination of Control-Alt-N.
The utility that resets the First Contact Date now removes the First Contact Date for all clients (as it did before) and then, for all Active clients, now inserts the current date as the First Contact Date.
Fixed a bug so that the Range Error message is no longer displayed when running the Episodic Events to be Credited utility.

• 4/21/2004, Build 3.5.7.5209
  • Added an option so that if a client receives more than one delivery on a given day (for example, both an ongoing and a scheduled delivery) then the deliveries can be treated as one consolidated delivery for labeling purposes. Due to this change, a revised label which includes client preferences is required (PreferencesLabel.rtm).
  • On the Delivery Preparation screen, added the ability to retrieve the last previously saved set of deliveries for a selected date. This is so that, for example, maps can be created for a specific date at some point after the deliveries were first prepared and saved.
  • Added a pop-up menu to the Household Members dialog, with Control-Key shortcuts for all of the choices on the menu. This allows the dialog to look up a household member and be closed without having to use the mouse.
  • Added the ability to print out the list of clients on the Active Clients with Stop Dates and Inactivate Stopped Clients utilities.
  • When changing a client's Status from Inactive to Active a confirmation dialog is now displayed before finalizing the change.
  • Fixed a bug that prevented the client's diet description from appearing on the One Client Delivery Directions report, if the report were run after preparing a set of deliveries.
• 4/18/2004, Build 3.5.7.5166
  • Day-specific items to be delivered were added to the Single Client Delivery Directions report for both a Client's permanent address and all override addresses. Choosing which report template is installed will control whether the line items appear on the report, or not. The template name ending in 040415 includes the line items. If that template is not found, then the template name ending in 040406, which does not include the line items, is loaded.
  • The Single Client Delivery Directions report now also has a speed-key combo: Control-D will bring up the dialog from both the main client screen as well as the Address Override screen.
  • A bug was corrected in which, if an Episodic or Scheduled Delivery had been started but was incomplete (which is an error condition) and the Add New Client button was clicked there was no way to return to the Episodic Delivery to correct the error condition.
• 4/14/2004, Build 3.5.7.5133
  • Added a Unique Record Number (URN) field. This field can be populated automatically by use of the shortcut-key-combination Control-Alt-U (or by selecting 'Populate URN' from the Client screen's pop-up menu). The URN is calculated using the organization's specifications. This URN is often defined by and/or required by some funding or reporting agencies.
  • Added the ability to edit and customize certain System SQL queries, such as the one used to generate a user-defined Unique Record Number.
  • The Special Meals diet codes are now updated as part of the Diet Modification Delete/Rearrange utility.
  • Added the ability to rename the menu entries for the five User-Defined Reports.
  • Added the ability to delete a Client's delivery credits for a specific date. This functionality is accessed through the existing Delete Delivery Credits utility.
  • If a Filter is active on the Clients table when double-clicking on a Household Member entry in the Household Members dialog (i.e., to locate that Household Member) then the filter will be automatically inactivated (otherwise, if the Household Member being located did not match the filter, the Member's record would not be located.)
  • The meal items in the drop-down list are now sorted alphabetically in the Default Items for a Service and for the Custom Items for a Client dialogs. The drop-down lists now auto-complete, as well.
  • The Special Meal Qualification edit screen now uses the Special Abbreviation if the Special Label is empty. If the Special Abbreviation is also empty, then it uses the default names for the two special meals.
  • Added a reminder when creating an Address Override for a Household Member. The reminder alerts the user to create an Address Override for the other Household Members, if needed.
  • Added the Client's diet to the Single Client Delivery Directions report. Modified the layout of the report to more closely match that of the regular Delivery Directions report. A new report template is required for this version of MealService: OneClientDeliveryDirections040406.rtm.
  • Added a Delivery Directions report to the Address Overrides maintenance screen. The report can now be printed for a selected alternate address. A new report template is required for this version of MealService: OneClientOverrideDirections040406.rtm
  • The 31-entry limit is now enforced on the check-box lists which are populated by typing into a list (as opposed to creating entries in a table).
  • The User-Defined fields are now consolidated on one page in the System Configuration dialog.
  • The EpisodicDeliveries table is now checked before allowing the deletion of a Service which may be in use by an uncredited delivery.
  • There is now error checking in place when crediting walk-ins to verify that all Service IDs are valid.
  • Fixed a Range-Check error which was being generated upon launching the Delete Delivery Credits utility.
• 3/30/2004, Build 3.5.7.4946 with Plug-In Support (version without Plug-Ins not available in this release, or any subsequent releases)
  • Removed the Scheduled and Episodic Deliveries maintenance functionality from within a transaction. This will prevent other users from the possibility of being locked while scheduled deliveries are being edited.
  • Resolved an issue where the Scheduled and Episodic Deliveries maintenance windows would consistently open to a date in 2002.
  • Fixed a bug in the mapping functionality of the Order Stops by Route utility. Prior versions would generate an error if all Clients in a route were mapped followed by selected Clients in a route (or vice versa).
• 3/25/2004, Build 3.5.7.4917 / with Plug-In Support Build 3.5.7.4924
  • The Diet Modification Delete/Rearrange utility now modifies the diet codes in the MenuMaker tables, if they are installed.
  • Resolved an issue in the Configuration utility where, if the Recertification screen components were set to be invisible and a value greater than zero had been entered in the Number of Weeks until Recertification field, then a notice that the Number of Weeks until Recertification needed to be set to zero was displayed multiple times Also resolved an issue where a notice was displayed indicating that the Recertification Date had been set to invisible even when it wasn't.
  • Resolved a critical error which would keep MealService from launching if MapPont was not been installed on the user's computer.
• 3/23/2004, Build 3.5.7.4898 / with Plug-In Support Build 3.5.7.4897
  • Added a Cross-Street field to the Clients table. The new field, when visible, appears under the Client's Delivery Directions. It is also visible in the Order Stops by Route utility.
  • The Order stops by Route utility has significant new functionality.
    • The utility can now be used to order Routes other than the Client's Default Route. For example, the Routes for Monday can be selected, in which case if a client has a Monday route assigned it is used, if not, then the Default Route is used. This change accommodates those organizations who have elected to use day-specific Routes in addition to the Default Route.
    • The utility now visibly groups the data by most fields, when sorted on a field. For example, if sorted on Cross Street, the data is grouped by Cross Street.
    • The utility's window now remembers its position from use to use.
    • An export from the utility has been added: The contents of the grid can be exported to one of three file types (similar to most other grid exports in MealService).
    • Prior versions restricted editing of the Routes to when the view was sorted by selected columns. The grid can now be sorted on any of the columns and still be editable.
  • On the Scheduled and Episodic Delivery Maintenance screens the Show custom delivery items button in the grid (the '+' sign) is now hidden if a delivery does not have any custom items assigned to it. These forms now also remember their screen position from use to use.
  • The Credit Card number field is now more flexible in terms of where account number spaces may be entered. This is to accommodate the very wide variety of British account number formats (such as Switch and Solo).
  • The location of the User Preferences ini file has been changed. In prior versions the ini file had been written to the local Windows directory. For those using Windows 2000 and later it is now written to the Application Data folder belonging to the user logged onto the machine. Prior to launching this new version, if using Windows 2000 or later (and you wish to preserve any customized settings, such as the ordering of columns in a grid or preferred windows locations) then you should move the existing ini file. The file is named MealSvc.ini and is currently located in the C:\windows directory. You should place a copy of that file in the following folder: c:\documents and settings\[User Name]\Application Data\MealService\
    where [User Name] would be the name with which you log onto your computer.
  • A Client Contact Summary View is now available on the View menu. In the Summary View, the telephone calls that are summarized are based on Client Notes, where phone, phn, or call appears in the Note Category.
  • This version modifies many of the diet-related fields in the Selections and Menu tables (if they exist) when using the Diet Code modification utility.
  • All windows and forms should now properly display under Windows XP without requiring scroll bars.
  • Fixed an issue with the Delivery Reports where members of a household did not always print out adjacent to each other.
  • Fixed a bug which would generate an error message when displaying the Episodic Deliveries Maintenance or Scheduled Deliveries Maintenance forms if the current date was later than the Client's Stop Date.
  • This version requires an updated copy of the PlugInInterface.bpl and DCLUsr60.bpl files (for those using the version of MealService which supports plug-ins).
  • In lieu of running the Table Updater, the following field can be manually added to the Clients table
    • Clients table: Cross_Street, String, length: 25
• 3/5/2004, Build 3.5.7.4827 with Plug-In Support (version without Plug-Ins not available in this release)
  • The Bio Information tab is now completely customizable to the extent that every edit field can be turned off by the agency if they do not wish to use it. Several other tabs have selected fields which can be hidden.
  • Integration with MapPoint for geographic regions other than the United States now utilizes the Postal Format selection for determining which geo-political region to use for the map.
  • When MapPoint is launched by MealService the Route Planner pane is now automatically displayed.
  • Client invoices or pledge reminders can now be sent to a secondary Bill-To address. The Bill-To recipient is defined by creating a Relationship of the type Bill-To.
  • The speed of the client bill export process has been dramatically improved.
  • The order and width of the columns in the grid views of the Client Application Documents and Conditions can now set according to the user's preference. The grid column headings need to be displayed in order to drag and reorder the columns. To temporarily display the column headings select Display Application Column Headings from the context (right-click) menu.
  • There is now validation in place to verify that a UK postal code has been entered in the correct format.
  • Credit card fields have been added to the Clients table, enabling the storing of a Client's credit card number and other card-related details. There is error-checking in place to verify that a card number has been entered correctly and that is is a valid number.
  • Several changes were made to the Add New Name dialog. The phone field formatting now exactly matches the formatting of all other phone fields in MealService (appropriate to the default geo-political region). The client's name that is entered for searching is now treated so that matches will be found even if the text has spaces in front of it. When adding a new client, if the name is not found in the database the user is now asked if the name should be added as a new entry.
  • Added an additional error trap to validate the Service ID when preparing deliveries.
  • In addition to the existing selections, Home and Work are now available as choices for the label of the Client's Primary Phone.
  • The Alternate Address button on the Episodic Deliveries screen is now in bold if there is an overridden address valid for a future date (so that it matches the behavior of the Alternate Address button on the Ongoing Deliveries screen).
  • An additional selection is available when printing labels. Any special meal (i.e., Either Special Meal One or Special Meal Two) is now an option, in addition to previous mutually exclusive selections of Special Meal One or Special Meal Two.
  • When printing labels, if more than one label is required for any of the delivered items the replicated labels print adjacent to each other in the print run now, rather than printing one set of labels followed by additional sets containing the duplicate or triplicate labels.
  • Upon closing MealService, the software is now more thorough in checking for any unsaved edits.
  • Any unsaved edits are now forced to be saved or cancelled immediately prior to searching for and/or adding a new person to the database.
  • The Relationship screen is now more intuitive. When creating a new Relationship the user is prompted to select the related individual by using the Individual look-up dialog.
  • The Intelligent Browse now properly identifies a client's HIV status as unknown if the HIV Status field is null (it had been defaulting, improperly, to HIV+).
  • Delivery reports can now be limited to multiple selected services, if desired. Prior versions of MealService would limit output to only one service per report, if a limitation by service was selected.
  • The complete Version Information is now visible on the Splash Screen when launching the Plug-In version of MealService.
  • When deleting an entry in virtually all of the supporting tables (i.e., Services, Routes, etc.) the deletion is now allowed but a warning message is generated if existing delivery data may be left with unidentified data due to the deletion of the selection.
  • The number of User-Defined Reports hosted on the main menu was increased from two to five.
  • The table for accumulating Special Meal flags when preparing deliveries has been changed from a memory table to a temporary disk-based table. This change was made to help lower the memory requirements for older PCs.
  • Under certain circumstances the Alternate Address button would have been in bold even if there were, in fact, no future alternate address. That has been fixed.
  • An intermittent access violation error when printing the All Information on a Client report has been resolved with this release.
• 1/18/2004, Build 3.5.7.4550 / with Plug-In Support Build 3.5.7.4549
  • This version introduces charting capability. The first chart available is one which displays the number of meals delivered, by day and by Service. The chart is accessed via the Reports > Analyze > Charts > Meals by Service Over Time menu selection.
  • The Primary Phone description, Race, Income Category, Language, and Marital Status entries can now be cleared so that they can be restored to a blank state, if needed.
  • Added Italian, German, Russian, Polish, Czech, Chinese (Cantonese), Chinese (Mandarin), Korean and Japanese to the list of available languages. An updated All Information on a Client Report is required to display the new languages.
  • Modified the All Information on a Client Report so that that many labels are now hidden if the respective data is missing. Added Number of Children and Number of Children Receiving Meals to the same report. The same updated All Information on a Client Report that is required to display the new languages is also required to display the new Child counts.
  • Added HIV Status and Income Category to the Summarized Demographic Meal Count report. A new version of the report template named DemogMlCt040109.rtm is required to display the two new fields.
  • Created a new report which lists those clients who are assigned a selected diet restriction. The report is available under the menu choice Print > Reports > Other Reports > Clients by Selected Diet. The report template DietsInUse.rtm is required to run this report.
  • Made two user-defined reports accessible from the MealService main menu. Each report needs to be created using the Report Designer. Rather than having to subsequently access the report(s) from the Report Designer, however, the user-defined report(s) can be accessed from the main menu. To do so, the report created using the Report Designer needs to be saved as a file-based template (File > Save to File) with the name of either UserDefinedReport01.rtm or UserDefinedReport02.rtm.
  • Fixed a logic error in the Recent Stops report which caused some Stop Dates to be included in the report which should not have been.
  • In the Household Members' Migrate Delivery Information dialog added the Days of the Week for Deliveries to the information displayed.
  • The Edit Funding Sources dialog now properly formats international phone numbers and postal codes.
  • The Invoice Clients mail-merge dialog now allows invoicing clients for client pledges. The pledges can be either per item or per time period.
  • The Delivery Verification utility now takes Scheduled deliveries into account when verifying whether an Ongoing Client would receive a delivery on a given date. The utility also now displays the day of the week for the selected date.
  • Modified the logic supporting the New Client Demographics Report so that it recognizes Dependents whether they have been identified using the .1 Client ID notation or by using the Dependent check box. Fixed a bug in the same report so that Dependents are identified as Depend rather than Y.
  • In the Special Meals dialog, if Selected Diets is the option chosen but no diets are specified, then a warning message now alerts you to that situation when closing the window.
  • In the Label Selection Criteria dialog, if the agency has only one Special meal defined then the software, when printing labels, defaults to Special Meal as the selection. If two Special meals have been defined, the software now defaults to Print All Labels rather than Special Meal.
  • Added Suspensions to the list of tables available for archiving in the Archiving utility.
  • Modified the procedure that executes when the temporary usage time limit has been reached. The About window is now launched automatically so that the License Key, if one has been obtained, can be entered.
  • Modified the Address Override logic to utilize a client's Person ID rather than the Client ID.
  • Fixed a bug in which, when assigning a Scheduled Delivery, an error might be generated if the current date is prior to the Client's Start Date.
  • Fixed a bug which caused Application Documents to be duplicated if an edit was made to an existing Application and a new Application was then created without first saving any changes to the original Application.
  • Fixed a bug in the Archiving utility which prevented the utility from functioning when using a Client/Server connection.
  • New or revised report templates included in this release
    • All Information on a Client (revised), PrintAll.rtm
    • Summarized Demographic Meal Count (revised and renamed), DemogMlCt040109.rtm
    • Clients by Selected Diet (new), DietsInUse.rtm
• 12/15/2003, Build 3.5.7.4345 / with Plug-In Support Build 3.5.7.4344
  • A delivery can now be identified as Complimentary (referred to in the software as Comped), so that it is not counted for billing and invoicing purposes.
  • There are now validation checks in place to prevent assigning a delivery as undelivered more than once, and to prevent an undelivered meal as being comped.
  • In addition to the existing entry under Client History, the status of a delivery (Missed, Excused, Comped) is now visible on the Client's Recent Deliveries screen.
  • In addition to the exporting of delivery data to Streets & Trips for routing purposes, MapPoint can now be controlled directly from within MealService for route planning purposes. When the option Integrate with MapPoint is selected, MapPoint is launched automatically and a new route created, populated with the clients on the selected MealService route(s), and the directions automatically obtained.
  • Arbitrary addresses can be selected on the Daily Delivery screen and sent to MapPoint or Streets & Trips. Prior to this change, only entire routes could be sent. With this new functionality, multiple addresses can be selected by either shift-clicking or control-clicking.
  • As with the Daily Delivery screen, arbitrary addresses can be selected on the Order Routes by Stop utility and sent to MapPoint or Streets & Trips.
  • Added a number of fields to the Funding Sources table to enable third-party billing, such as Billed Party, Funder Address, Funder Contact, etc.
  • Added a pop-up window which locates an Override Address on a map (similar to the map provided for permanent addresses). This functionality is accessed from the context (right-click) menu on the Address Override screen.
  • The Address Overrides button on the episodic deliveries tab is now properly disabled if alternate addresses have been disabled at the System Configuration level.
  • On the Client Applications tab, double-clicking the Application Comment field will pop up a larger window, facilitating reading or editing the entire comment.
  • When using the New Client dialog, after adding a new name to the database the new client record is now the selected item rather than the first name in the list being the selected item.
  • Added an additional status-change History message: if a Client's delivery days are changed, a message is stored which will list the delivery days before and after the edit.
  • Eliminated the duplicate This client's frequency is other than that of their service message when using the Activation Wizard.
  • Created a version of the Daily Run report which applies the preferred font size for delivery directions to all alternate address directions. There is also a version of the Daily Run report which suppresses the divider line between members of the same Household. If members of a household are adjacent on the report (that is, they share a stop number or are in stop-sequence order) the divider line between the members is eliminated. This creates a visual reminder that more than one household member is at a given stop.
  • Added a pop-up window to the Daily Delivery Preparation screen. Double-clicking will pop up a window displaying the selected client's address and delivery directions.
  • Added the Diseases and Client Diseases tables to the Query Builder interface.
  • Made available, on the Daily Labels, the specific dietary restrictions which qualify the client for that day's Special meal(s). A new Daily Label is required to take advantage of this capability.
  • Open-ended alternate addresses are now allowed. Prior to this change, an expiration date was always required for alternate addresses.
  • The date of a Client Application is now editable. This allows arbitrary reordering of the applications, if it's desired that a particular application appear below or above another (since the applications are sorted by date).
  • The default number of days in advance for which deliveries are prepared is now an agency-definable parameter. For example, if the agency normally prepares deliveries three days ahead, then the Preparation Date will default to that value (that is, a date three days in the future). The lead time is set under Edit > Table Maintenance > Configuration > Meal Deliveries > Delivery Advance Preparation Days.
  • Dates are now formatted consistently throughout the application. There were a few inconsistencies where the application did not respect the localized setting for a date (i.e., whether it should be MM/DD/YYYY or DD/MM/YYYY).
  • Modified the UK phone template to accommodate the multiple formats of telephone numbers that exist in the UK.
  • There is now a utility for deleting and rearranging Funding Codes similar to that which exists for Diet Codes.
  • On the Intelligent Browse, resolved a rounding issue in which client's ages could sometimes be rounded up. For example, someone at the age of 39.6 would be displayed as 40.
  • Fixed a bug which allowed the creation of duplicated Funding Codes.
  • Fixed a bug in the Reorder Diet Codes module where, if a diet was moved using an Up or Down button, the Save Changes button did not recognize that a change had been made and therefore was not becoming enabled.
  • Resolved an issue where, if clients had meals charged to more than one funding source, the client was counted multiple times in the Meals Intelligent Browse.
  • Fixed a bug where, if more than one route was being sent to MapPoint for routing, the data was sorted by Stop order irrespective of the Routes. The data is now properly sorted by Route and then by Stop.
  • Fixed a bug where, in Health Assessments, the client's age was calculated using the current date rather than the Assessment date.
  • Fixed a bug in the Migrate Household Info dialog. If a household member did not have a service assigned that member would not show in the list of household members to which changes should be migrated.
• 10/24/2003 Build 3.5.6.4055 / with Plug-In Support Build 3.5.6.4054
  • The behavior of setting custom delivery items for Scheduled and Episodic Deliveries now mirrors that of the client's custom delivery dialog. That is, the default delivery items will be visible until the delivery is customized, at which time only the custom delivery items are visible.
  • Added a Recent Stops report, which lists those clients who have been removed from delivery-eligibility status (due to stopped status, a suspension, etc.) since the delivery data was last saved. The report is launched from the Reports > Print > Delivery Reports > Recent Stops and Suspensions menu choice. The report file is available in both the current application download and in the 2003 New Report files download.
  • The Edit Scheduled Delivery Items button is now properly disabled if there are no Scheduled Deliveries for the selected client.
  • Fixed a bug which duplicated Client Application Documents and Conditions under certain conditions.
  • Fixed a bug which prevented the customized items dialog from being displayed for Episodic Deliveries.
• 10/21/2003 Build 3.5.6.4032 / with Plug-In Support Build 3.5.6.4033
  • The Percent of Usual Weight is now calculated using the Usual Weight in the assessment, if it exists, and if not, the Usual Weight in the client record.
  • Made the new client disease format available to the Health report.
  • Added a Reset First Contact Date utility, for those organizations which track a client's first contact by fiscal or funding year.
  • Resolved an issue with exporting to MapPoint or Streets & Trips from the Order Routes utility when using the Client/Server engine.
  • Fixed the cause of an error message which was displayed when generating Cold Bag codes for unique diet combinations used by clients. The error would be generated when one of the unique combinations was the absence of all diet restrictions.
• 10/19/2003, Build 3.5.6.3975 / with Plug-In Support Build 3.5.6.3976
  • When the Service for an existing Application is changed, the associated documents and conditions are no longer automatically deleted. The user is now presented with a confirmation dialog which asks if the existing documents and conditions should be deleted. The dialog is presented upon saving any changes to an existing application (rather than at the time the service drop-down list is changed).
  • Individual Conditions can now be added to an existing Application by using the context menu (similar to how documents had already been able to be added to an existing application).
  • Individual Conditions can now be deleted from an Application by using the context menu (similar to how documents had already been able to be deleted from an application).
  • Modified the Client Application tab to accommodate four simultaneously visible documents and four conditions.
  • Made an All Information on a Client report available which eliminates many blank lines in the Application Documents and Conditions sections, and also fixes an issue where all of the Client Documents may not print if a Client has more than one Application on file.
  • Fixed a bug in which the change of Service on an Application would not be triggered if the Application's Service was changed by using keystrokes rather than by clicking-and-dropping-down the list of services.
• 10/16/2003, Build 3.5.6.3950 / with Plug-In Support Build 3.5.6.3951
  • This is primarily a maintenance release which fixes several issues with data related to a client's Funding Source, if the data was migrated from an external source and was not generated by using MealService in a normal course of operation.
  • In addition, better error checking is in place for the Client Funding Source user interface so that client funding records can't be created which do not actually have a funding source specified.
• 10/16/2003, Build 3.5.6.3934 / with Plug-In Support Build 3.5.6.3933
  • Episodic deliveries are now supported in the Delivery Verification utility.
  • One less click is required in the Delivery Verification utility. Now, simply changing the verification date triggers the verification process.
  • The main window (and several other 600x800 resolution windows, such as the Client Browse) now retain the last position and size from one running of MealService to the next.
  • Under Health Assessments, BMI (Body Mass Index) is now calculated automatically when a height and weight are present for a client. This is presently only calculated when the postal format is set to the United States. The equivalent localized equation will be added in an upcoming version for Canada and the United Kingdom.
  • Added a Viral Load Comment to Health Assessments, for those situations where a viral load is not a number, such as Undetectable.
  • Converted BMI from a whole number to one allowing decimal digits.
  • On the Individuals screen, the Secondary Phone description now properly auto-populates based upon the first few letters typed.
  • Widened all telephone number fields to allow for a 5-digit telephone extension in the United States and Canada and a 4-digit extension in the United Kingdom.
  • The Client filter, if one is active, is now temporarily disabled when using the Add New Client function. This prevents, if a filter had been in effect, the occasional Person not found message when adding a Client ID to a newly added name. The filter is restored upon closing the Add New Client dialog.
  • Support has been added to the Daily Delivery Report making the Clients' Language, Gender, and Handicapped Status available for use on the report.
• 10/6/2003, Build 3.5.6.3882 / with Plug-In Support Build 3.5.6.3881
  • Added support for a second Special Meal each day. The specifications can be set either by using the Edit Special Meals dialog (accessed from the Edit > Special Meals menu) or by specifying the special meal at the time of saving the delivery data.
  • Added the ability to select labels, at the time of printing, based upon the new second Special Meal flag.
  • Added the ability to customize the name of the meal that is flagged as Special on the Delivery reports.
  • Modified the Daily Labels so that a flag is visible for any client who requires either of the Special Meals.
  • Modified the Daily Delivery Report so that a flag is visible for any client who requires either of the Special Meals.
  • Fixed a bug when generating a dependent Client ID in which clients who were members of households, incorrectly, would not be listed as possible guardians.
• 10/3/2003, Build 3.5.6.3867 / with Plug-In Support Build 3.5.6.3866
  • Added the ability to enter the specifications for a day's second Special Meal, either by using the Edit Special Meals dialog (accessed from the Edit > Special Meals menu) or by specifying the special meal at the time of saving the delivery data.
  • Added the ability to select labels based upon the second Special Meal flag, such as those clients flagged as needing special meal two or those with a diet restriction but are not flagged to receive special meal two.
  • Made two reports available (Daily Run and Daily Labels) which flag a client who requires either a Special Meal One or Special Meal Two.
  • Fixed a bug in which, when generating a dependent Client ID, clients who were members of households would not be presented as candidates for guardian of the dependent.
• 10/2/2003, Build 3.5.6.3849 / with Plug-In Support Build 3.5.6.3848
  • The Client's Set Custom Items screen now shows, for those days where no custom items have been assigned, the default items for the client's service for each day.
  • Added the ability to create Cold Bag Codes which are related to, but separate from, the primary diet code. Cold Bag Codes can be used to identify the type of cold meal or beverages to accompany the hot entree, if the cold bag is not personalized with a client-specific delivery label.
  • Added a Contractual Start Date (with no functionality as of this time.)
  • Added several additional fields (Service, Status, Default Route, Start and Stop Dates) to the View Household Members screen which is generated after making a delivery-related change to a member of a household. This should facilitate the decision as to whether the changes should be migrated to the respective household members.
  • After making a delivery-affecting change, the View Household Members message is now only generated if the client is a member of a household in which there are members other than the client.
  • Extended the UK phone and postal formats to overridden addresses.
  • Removed the requirement to assign a Stop number to overridden addresses. A Route is now the only overridden address field that must be populated.
  • Date checking has been added to the Address Override screen. The screen will no longer allow an Effective Date to be later than the Expiration Date, or for the Expiration Date to precede an Effective Date.
  • The label on the Alternate Address button is now in bold when an alternate address exists for a client for any future date.
  • The label on the Modify Delivery Items button is now in bold when a client's items have been customized on one or more days.
  • On the Order Routes by Stop utility, added the ability to reorder stops using up and down buttons.
  • Added a Boolean (True/False) Weight Loss field to the Assessments table and widened the Medications field.
  • Added two new Intelligent Browse screens: All Clients and Health Assessments. Much work remains to be done on both.
  • Added several new fields (Income, Income Category, Funding Source) and summaries (Number of Deliveries, Minimum, Maximum, and Average Income) to the Meal Deliveries Intelligent Browse.
  • Added several new fields (Contractual Start, User-Defined Checkbox, Dependent, Cold-Bag ID, Cuisine ID, Preferences, Rural, Handicapped, Insurance Info) to the Custom Filter dialog.
  • Added several fields (Contractual Start, Cold Bag ID, and Weight Loss T/F) and the Cold Bag Codes table to the Query Builder.
  • Fixed a bug which prevented the Query Builder from successfully retrieving data when using the Client/Server engine.
• 8/22/2003, Build 3.5.5.3754 / with Plug-In Support Build 3.5.5.3755
  • This release is primarily a maintenance release. It fixes a bug with the Export to Streets & Trips functionality.
• 8/20/2003, Build 3.5.5.3739 / with Plug-In Support Build 3.5.5.3738
  • When adding a suspension to a member of a household, the user is now given the ability to replicate that suspension among all members of the household.
  • When deleting a suspension belonging to a member of a household, the user is now asked if the same suspension should be deleted from the other members of the household.
  • Added a new delivery label with the client's name, permanent address, and items to be delivered.
  • The All Information on a Client report includes more information on Client diseases.
  • With this release, all reports are available formatted for the A4 paper size.
  • Modified the Client edit window so that some controls align better when the window is maximized and the monitor is set to a resolution greater than 600 x 800 pixels.
  • Fixed a bug in which the Counseling Reports and Agency Reports dialogs were not displaying the correct list of available reports.
  • Fixed a bug in which the ZIP code lookup dialog was not properly displaying the City and State information.
• 8/15/2003, Build 3.5.5.3672 / with Plug-In Support: Build 3.5.5.3671
  • Added two additional label selections when printing any of the delivery labels
    • All clients other those than receiving a Special meal
    • All clients with any diet restriction other than those receiving a special meal
  • Added the ability to add or delete an individual document at the Client application level.
  • Fixed a bug in which, when a client application was deleted the associated documents and conditions may not have been deleted.
• 8/11/2003, Build 3.5.5.3648 / with Plug-In support: Build 3.5.5.3649
  • Added the ability to specify the Special Meal conditions without having to prepare and save the data. Existing special conditions can be edited and new ones created by following the menu path Edit > Special Meals.
  • Added the ability to view System History, that is, entries in the History table unrelated to a specific client. This functionality enables viewing and filtering the History entries made by system transactions such as deleting a client record, saving delivery data, and crediting past episodic deliveries. The History View is accessed via the View > System History menu path.
  • Modified the Client disease drop-down list so that it is in alphabetical order.
  • Surfaced a missing field (Special Label) in the Query Builder.
  • Added several new fields (insurance information, dependent, etc.) and added the new client disease format to the All Information on a Client report.
  • On the All Information on a Client report added the ability to print and export to external formats (i.e., PDF, Excel, etc.)
  • Fixed a bug which caused an error at the time of launching MealService if the Needs Medical Intervention field had been chosen to be visible in the Assessments dialog.
  • Fixed a bug in which, when reordering a client disease that had been in edit mode, the disease was not properly reordered.
  • On the Daily Run Preparation screen, fixed a bug which allowed closing the Save As dialog without having first specified a list to which to save the delivery data.
  • Fixed a bug which allowed the creation of a member of a household without specifying the member.
  • Fixed a bug on the All Information on a Client report which was generating the message Invalid column name 'RecordID'.
  • Fixed a bug which generated an error when launching the Special Meal dialog if a dietary restriction existed which was missing its abbreviation.
    
• 8/6/2003, Build 3.5.5.3611
  • Added the ability to save a day's prepared deliveries to a list for use with the optional ListMaker.
  • Added the functionality that if a client has a future Contractual Stop Date and a suspension is created for that client, the user will be asked if the Contractual Stop Date should be automatically adjusted by the appropriate number of days.
  • Added functionality to the Dependent checkbox so that it is automatically populated with a checkmark when a new client is created and that client is identified as a dependent of an existing client.
  • Added an Expand button to the Suspension dialog. The Expand button can be used to widen the Suspension dialog to display two months, should a client's suspension need to span more than one month.
  • Added the ability to arbitrarily sort the listing of services on the client's Service/Diet tab.
  • Added the ability to specify the Default Delivery Days at the Service level. It is now possible to specify the default days of the week that deliveries should take place for each Service, rather than only at the Agency level.
  • Added the ability to specify the number of labels that should print for each delivery item. By default, one label per client per delivery service is printed each day. This change allows specifying multiple labels for an item, such as in a situation where groceries are delivered in more than one bag or box.
  • Added the ability to support United Kingdom telephone and postal formats.
  • Updated the Query Builder to include all new tables and fields.
  • The following tables are new, as of this release
    • Lists
    • List_Members
    • Components
    • Item_Components
• 7/15/2003, Build 3.5.5.3511
  • Added the ability to track multiple diseases per client. Each client's diseases can be rank ordered.
  • Added a Dependent checkbox.
  • Added two Insurance information fields.
  • Added the ability to support Plug-Ins. Plug-Ins are optional, add-in modules which provide additional functionality. The first two Plug-Ins to become available will be a MenuMaker module and a ListMaker module.
  • Added a significant number of new fields to the Nutritional Counseling component.
  • Added several new demographic fields to the Meal Delivery and Nutritional Counseling Intelligent Browse screens.
  • Added several keyboard shortcuts
    • Client Cuisine: Control-Alt-C
    • Client Notes: Control-N
    • Client Preferences/Dislikes: Control-P
  • Fixed a bug which allowed more than 31 diet restrictions to be created.
  • The following tables are new, as of this release
    • Diseases
    • Client_Diseases
• 5/15/2003, Build 3.5.4.3189
  • Implemented several changes which should speed the Daily Processing.
  • A new version of the Daily Label, named DailyLabel030510.rtm is required.
  • A new version of the New Client Demographics report, named NewClientDemographics030412.rtm, is required.
  • Fixed a bug which allowed, inappropriately, setting several numeric configuration fields to a negative number.
  • Fixed a bug in which, when a Client's record is deleted, the associated custom delivery items (if any) are not deleted.
    
• 5/1/2003, Build 3.5.4.3143
  • Added a pop-up reminder when changing a client's status from Inactive to Active. The message reminds the user to reset the Client's Start Date.
  • MealService will now allow more than 8 delivery services (which had been the previous limit). When more than 10 delivery services have been defined the delivery service radio-button control is automatically replaced with a drop-down list.
  • Added an option to indicate whether deliveries should or should not be posted to the events table. Organizations which offer nutritional counseling should ensure that deliveries are posted to the events table. Doing so will facilitate the identification of unique clients receiving both deliveries and nutritional services. Those organizations which do not offer nutritional counseling may notice a speed improvement with certain operations by turning the posting of deliveries off.
  • Added a Cuisine drop-down list to identify a client's menu type, for those organizations which have more than one type of menu (for example: Asian, Southern, or Latin). The drop-down list is not visible by default. It can be turned on by checking the Client Cuisine Should be Visible checkbox in the Configuration dialogue on the Meal Deliveries tab. The Configuration dialogue is accessed via the Edit > Table Maintenance > Configuration menu.
  • Added a field to accommodate the free-form entry of Meal Preferences. The field is not visible, by default. It can be turned on by checking the Client Preferences Should Be Visible checkbox in the Configuration dialogue on the Meal Deliveries tab. The Configuration dialogue is accessed via the Edit > Table Maintenance > Configuration menu.
  • The Client Preferences are utilized on a new packing label. The new label is named Preferences Label and can be selected from the delivery reports drop-down list.
  • On the View Recent Deliveries screen, added the ability to specify the prior number of days for which to retrieve deliveries.
  • Added a Category field to Client Notes screen. The suggested categories can be defined under Edit > Table Maintenance > Configuration on the Client Services tab. The Category field is open-ended, however, and users are not limited to a selection chosen from the list.
  • Client Notes can now be retrieved by Note Category. The search is performed using close matches. For example, entering 'Me' will retrieve all notes with a category beginning with 'Me' , such as 'Menu' or 'Meals'.
  • Ensured that the Edit Notes button is not enabled unless there is an existing note.
  • Modified the Notes dialogue so that the name of the user creating the note is the full user name rather than the abbreviated log-in name.
  • Added speed keys to all of the buttons on the Notes dialogue.
  • Added a Miscellaneous Additional Information field to the Individual edit screen.
  • Added remaining user-defined fields to the Query Builder standard data model.
  • The Edit Episodic Deliveries screen calendar now defaults to not being bolded on days when there is an episodic delivery. This was done to speed the display of this screen. There is a checkbox on the bottom of the screen which, when checked, will turn on the bolding of dates. After checking the Bold Dates checkbox the calendar dates will be repainted in bold upon the next calendar navigation.
  • Added a Query Builder dialogue which does not utilize the predefined Standard Data Model (i.e., MealService tables with descriptive field and table names, and table joins predefined). The Non-Standard dialogue allows the building queries utilizing temporary and/or end-user created tables.
  • Activated the User-Defined Checkbox which appears on the Health/Nutrition tab. The visibility of, and the label for, the checkbox is set in the Configuration dialogue, on the Application Defaults tab.
  • Restored the auto-search function to the two drop-down lists on the Counseling Event form.
  • Ensured that the Status drop-down list is properly populated regardless of how the New Client form is closed.
  • Fixed the Sort by Household event on the Prepared Deliveries browse screen.
  • After deleting any delivery records the Save button on the Prepared Deliveries screen is now (properly) re-enabled.
  • In the Order Routes by Stop utility eliminated much of the need to regularly refresh the records (along with the accompanying notice that the data would be refreshed).
  • The Order Routes by Stop utility will now reflect any new routes upon reopening the utility, rather than upon the next time MealService is launched.
  • The Daily Run report has been modified to only list one entry per client per day, regardless of whether a client is scheduled for more than one delivery (such as both an ongoing and a scheduled delivery). To accommodate the change, delivery items are now listed by each service under the client's delivery entry.
  • The Daily Labels have been modified to only create one label per client per service. That way, if an episodic delivery and an ongoing delivery for the same service coexist on the same day, only one label will be generated. If the client has delivery items from more than one service on one day, then a label will be created for each service.
  • Corrected a bug in the Print All report, Delivery Route Sheets and the Kitchen Counts report in which, when a client had both a regular delivery and a scheduled delivery for one date, the item counts for each delivery would be duplicated.
  • Added the Client's Secondary Phone to the Daily Run report.
  • Made internal changes to the delivery preparation routine to speed the processing.
  • Data changes required for this release. (It is a two-step process to make these changes automatically. First, please run the Updater_3_5_4_3143 utility. Secondly, run the DelivIDPopulater utility. Both are bundled with this version Note: The DelivIDPopulater utility may take considerable time to complete its task).
    • Clients table
    • Config table
    • Individuals table
    • Deliveri table
    • MealCrdt table
    • Defdels table
    • Notes table
    • Cuisines table
  • The following tables have been updated, and the existing tables can be overwritten
    • rbTable.dat
    • rbJoin.dat
    • rbField.dat
  • Reports changes required for this release
    • The following reports have been modified
      • DailyRunRap030301.rtm
      • DailyLabel.rtm
      • Relationships.rtm
      • NewClientDemographics030412.rtm
    • The following reports are new
      • PreferencesLabel.rtm
      • OneClientDeliveryDirections.rtm
        
• 1/5/2003, Build 3.5.3.2742
  • Added the Episodic Deliveries table to both the Query Builder and Report Builder interfaces.
• 12/19/2002, Build 3.5.3.2729
  • Added three reports, which can be found on the Reports > Print > Other Reports menu.
    • All Households by household name
    • All Relationships by related individual
    • All Clients by client name (which can be filtered by Status)
  • Added newly added fields to the Query Builder and Report Builder utilities.
  • Added a trap to check that the path assigned to the MealService database actually contains the MealService data. Prior to this version, if the path to the data existed but did not contain the MealService tables then MealService would generate several messages stating that the required tables could not be found. The current message is displayed only once and then MealService shuts down gracefully.
  • Restored the behavior of the Delivery Reports print dialogue so that the print date defaults to the just processed delivery date.
  • Data changes required for this release
    • The following tables have been updated, and can be overwritten
      • rbTable.dat
      • rbJoin.dat
      • rbField.dat
    • The following reports are new
      • Households.rtm
      • Relationships.rtm
      • ClientListing.rtm
        
• 12/15/2002, Build 3.5.3.2703
  • Added the ability to specify a Distribution Center address as the route starting point when exporting to MapPoint and/or Streets & Trips from both the Daily Deliveries browse screen and the Order Routes utility.
  • Added four delivery reports (the four reports are included in the 12/15/2002 download zip file).
    • Item count by Distribution center, Route, Item and Diet.
    • Item count by Distribution center, Route, Item and Diet crosstab.
    • Item count by Item, Diet, Distribution center, and Route.
    • Item count by Item, Diet, Distribution center, and Route crosstab.
• 12/14/2002, Build 3.5.3.2701
  • In the delivery Delivery Reports Print Selection dialogue, modified how the route selection list is populated. Prior to this change when a new route was added it would not be visible in the list until MealService was closed and re-launched. New routes will now be reflected the next time the print dialogue is opened.
  • The Edit Routes dialogue now has the data in Route ID order.
  • In the Edit Routes dialogue added the ability to search for a Route ID.
  • Added a key combination (Control-S) to immediately jump the cursor to the Search field.
  • The Prepared Deliveries grid now shows, on the bottom of the screen, the count of clients included in the listing of prepared deliveries.
  • The Delivery Verification form now defaults to the current date rather than tomorrow's date, since it seems it was being used primarily to identify why a client did not receive their current meal rather than to verify future delivery eligibility.
  • The Distribution Centers and Counseling Locations are now one table rather than two, since it is very likely that both functions would be co-located. Thus, the DistCtrs table has been rendered superfluous and can be deleted since the distribution center information is now stored in the Locatns table.
  • In anticipation of the ability to export data to Streets and Trips with the origination point being a distribution center (rather the main office), added the ability to store complete address information for distribution centers.
  • Fixed a bug in which, when tabbing through the ZIP code field and making no change to zip code data, the client's city would be populated with the first entry in the ZIP code table rather than remaining as is. The city will now properly populate with the city related to the client's zip code.
  • Fixed the bug where, when a new client was created, the Status field remained blank rather than showing Never Started.
  • Fixed the tabbing order on the main client screen. The tabbing order now proceeds (properly) from the client address area to the central tabbed portion and finally to the navigation area.
  • Data changes required for this release (Please run the Updater_3_5_3_2701 utility bundled with this version to make these changes automatically).
    • Locatns table, add the following new fields and index
      • Location_CD, String, length 10
      • Location_Address, String, length 50
      • Location_City, String, length 25
      • Location_State, String, length 2
      • Location_ZIP, String, length 10
      • Location_Phone, String, length 18
      • Distribution_Center, boolean
      • Location_CD index, indexed uniquely on the Location_CD field
    • Routes table changes
      • Dist_Center_CD, new field of type String, 10
      • Dist_Center_ID field is changed from type String to Integer
      • New Dist_Center_CD index on field Dist_Center_CD
      • New Dist_Center_ID index on field Dist_Center_ID
        
• 12/5/2002, Build 3.5.3.2662
  • This is primarily a maintenance release which resolves two bugs
    • The inability to create new relationships for a client who is starting with no relationships.
    • The inability to delete Episodic Deliveries from the main client screen.
• 12/1/2002, Build 3.5.3.2649
  • This version enables the assigning of item-specific reimbursement rates at the client level. It also allows the creation of client pledge amounts by one of two methods
    • by time period (say, $10 per month or $4 per day)
    • by item ($2 per breakfast and/or $3 per dinner, for example).
  • Added a trap to check that the path assigned to the MealService database both exists and is valid. Prior to this version, if the database had been created but (for some reason) the entry containing the path to the data had been erased or corrupted MealService would generate several messages stating that the required tables could not be found. The current message is much more informative, and MealService shuts down gracefully.
  • An internal change has been implemented which should make navigating from client to client speedier. Queries for populating any grids are activated only for the tab which is currently selected. Any other queries remain inactive until the tab upon which they reside is selected. The downside to this change is that data can not be left in an unsaved state when changing from one tab to another.
  • Data changes required for this release (Please run the Updater_3_5_ 3_2649 utility bundled with this version to make these changes automatically).
    • Clients Table, add the field Pledge_Method, String, length 1
    • Pricing Table: add the field Service_ID, Integer
• 11/24/2002, Build 3.5.3.2591
  • Added the ability to modify the delivery items for a Scheduled or Episodic delivery after the delivery has been credited and saved. A warning message will be generated indicating that the delivery data must be re-saved in order to reflect the change in items, but a change will be allowed.
  • Enhanced the Meal Credit Deletion utility to include Scheduled deliveries.
  • Added a Quick Listing report on the prepared delivery screen. This will allow printing a listing of those about to receive a delivery, before the date's deliveries have been saved. The report is accessed via a (right-click) context menu.
  • Fixed a bug in the Set Delivery Items screen (for regular delivery, Episodic and Scheduled delivery clients) which allowed a negative quantity to be set for an item. The minimum quantity allowed is now 1.
  • Data changes required for this release (Please run the Updater_3_5_ 3_2591 utility bundled with this version to make these changes automatically)
    • FundUses Table, add the following fields \
    • Reimbursement_Method, String, length 1
    • Reimbursement_Rate, Currency
    • Reimbursement_Period, String, length 1
• 11/19/2002, Build 3.5.3.2563
  • It is now possible to assign reimbursement rates to funding sources. The reimbursement method for each funding source can be set to one of two types
    • Time Period: a designated amount per client per day, month, or year
    • Item Rate: a reimbursement rate can be assigned to selected meal types and/or items
  • Added several new demographic fields: Rural, Social Security number and Handicapped.
• Added a Funding tab, and moved all client funding-related fields onto it
• Increased the maximum number of mutually-exclusive services
• The Apply Routes and Stops function is no longer wrapped in a transaction. If an individual route change can't be migrated back to the Client table a dialogue will inform the user and proceed with the balance of the updates.
• This version has a Postal Format option, to select whether the postal code should be formatted for the United States or Canada.
• Corrected a bug where setting items for a Scheduled Delivery would not be assigned to the correct day of the week.
• Corrected a bug where dependent Client IDs were not created properly if the guardian Client ID had fewer than four digits to the left of the decimal.
• Data changes required for this release (Please run the Updater_3_5_ 3_2560 utility bundled with this version to make these changes automatically).
  • Clients table, add the following fields
    • Handicapped, String, length 1
    • Rural, String, length 1
    • Social_Security_Number, String, length 11
  • Config table, add the following fields
    • Income_Categories, String, length 2
    • Postal_Format, String, length 3
  • FundSrcs table, add the following fields
    • Reimbursement_Method, String, length 1
    • Reimbursement_Rate, Currency
    • Reimbursement_Period, String, length 1
  • Items table
    • Meal field gets widened to a length of 2 (from 1)
  • Pricing table (new with this version)
    • RecordID, Autoinc
    • Person_ID, Integer
    • Client_ID, String, 6
    • Method, String, 1
    • Fund_ID, Integer
    • Unit, String, 3
    • Amount, Currency
    • Date_Created, Date
    • Last_Update, TimeStamp
    • Created_By, String, 25
      

11/1/2002, Build 3.5.3.2503

• It is now possible to create date-specific scheduled deliveries for clients with regular, ongoing deliveries. This feature can be used, for example, to schedule holiday deliveries for those clients receiving a holiday meal.
• The Delivery Preparation procedure now allows for selecting from the following delivery types
  • All Deliveries
  • Onging
  • Episodic
  • Scheduled
  • Episodic and Scheduled
• There is now a Wait List status. At this time there is no functionality attached to that status, but the status can be used starting immediately for those organizations which may have to place potential clients on a waiting list.
• The available status choices are now set based on the client's status. For example, the only options for a Never Started client are Active and Wait List. The only options for an Active client are Stopped and Inactive.
• A Contractual Stop Date has been added to this version. If a Contractual Stop Date exists, then the Meals Stop Date can not be set later than the Contractual Stop Date. The Meals Stop Date can be set to an earlier date, however, without losing record of the client's Contractual Stop Date.
• Users (currently only those with read/write permission) can specify their preferred data sort order, the tabs which should be visible, and the default tab. These preferences are set using the Configuration dialogue, on the User Preferences tab.
• Several additional controls are now (properly) set to read-only for users with read-only permission.
• This version was built with an updated database engine which should eliminate an intermittent locked-record problem.
• Data changes required for this release (Please run the Updater_3_5_ 3_2503 utility bundled with this version to make these changes automatically).
  • Staff table
    • Add the field DSort_Order, String, 15.
    • Add the field Visible_Tabs, integer.
    • Add the field DTab, integer.
  • Clients table
    • Add the field Contractual_Stop_Dte, date.

10/20/2002, Build 3.5.3.2420

• There is now a utility for quickly verifying that a client meets MealService's conditions for delivery. The utility can be accessed via the Utilities> Verify Delivery Conditions menu choice or invoked with the Control-Alt-V keystroke combination.
• The Delivery Reports selection criteria dialogue now allows specifying whether the selected routes should be included or excluded from the report.
• In addition to those reports which previously respected the Service selection criteria, the following reports now take the Service selection and Route exclusion criteria into account
  • Daily Labels
  • Client Count by Route and Diet Type
  • Client Count by Diet Type and Route
  • Client Count by Route, Service and Diet
  • Kitchen Counts Cross-Tab
  • Kitchen Counts Report
• If customized by the user, the following browse grids will now remember, from session to session, the column order and column width to which they've been set
  • Client-Specific Relationships
  • All Individuals
  • Health Assessments
  • Nutritional Counseling Events
  • Client Browse
  • Prepared Deliveries
  • Order Routes by Stop utility
• The Other Disease drop-down box will now populate itself with up to 100 diseases. Any entry which does not contain a comma will be automatically added to the list.
• Multiple-choice checkboxes are all now properly disabled when a user with Read-only access rights signs into MealService.
• A bug was repaired which was causing an access violation when a user signed-in with Read-only access rights.

10/9/2002, Build 3.5.3.2343

• Modified the CareWare export mapping dialogue so that the checkbox now functions to include all non-organization clients regardless of HIV status. It had included all clients, including organizations.
• Resolved an Invalid Variant Operation error message which surfaced on non-client individuals.

10/7/2002, Build 3.5.3.2335

• At the client level there is now the ability to specify the billing method (i.e., by the meal, by day, etc.) and the party to be billed.
• On the Episodic Deliveries window the calendar dates are now in bold if there is an episodic delivery for the respective date.
• On the Episodic Deliveries window, clicking on a date will select the episodic delivery for that date, if one exists.
• There are now no restrictions on assigning a missed meal to a client. Prior to this change a client had to be both active and not suspended in order to be assigned a missed meal.
  
• The CareWare Export now (properly) only exports data for clients who are HIV+. There is a checkbox on the CareWare field-mapping dialogue, however, which will allow export of all client consumption data, regardless of HIV status.
• Entries in the CareWare export data can now be deleted prior to export by selecting Delete Selected from the (right-click) context menu.
• Added a Service drop-down list to the Delivery Reports Selection Dialogue in anticipation of allowing all delivery reports to be limited to one service. In this release the only additional report for which the service drop-down list presently functions is the Daily Run Sheets report. Any other reports which previously used a service limitation will continue to utilize the service limitation.
• Added or modified several controls in anticipation of the ability to create Scheduled Deliveries for clients who normally receive ongoing deliveries. A Scheduled Delivery could be designated for a certain date, such as a holiday.
• Deleting a client's record will now post an entry to the history table so that the Client's name, Person ID and Client ID are stored, should they need to be retrieved.
• Added an Organization Name for Delivery Reports field, allowing a different organization name (or no name at all) to appear on the delivery reports. The field is found in the Configuration dialogue, on the Organization Defaults tab. No reports yet actually take advantage of the new field.
• Fixed a bug in which a Client's Route could not be changed on the Prepared Deliveries browse screen.
• Data changes required for this release (Please run the Updater_3_5_ 3_2335 utility bundled with this version to make these changes automatically).
  • EpisodicDeliveries table
    • Add the field Schedule_Type, String, 1 (this field, in existing records, should be populated with 'E')
    • Add an index on the field Schedule_Type named Schedule_Type
  • DefDels table
    • Add an index on the field Deliv_Date named Deliv_Date
  • Clients table
    • Add the field BillTo, String, 1
  • Config table
    • Add the field Org_Report_Name, String, 50
      

9/16/2002, Build 3.5.3.2237

• Client pledge amounts can now be tracked, for those organizations that bill their clients on a monthly basis.
• The existing Funding Source and the new Pledge information can be configured so that one or the other or both are visible.
• A user-defined checkbox now appears on the Health Assessments tab. For organizations serving an HIV population the checkbox will be used to identify HIV-negative but HIV-affected clients.
• The HIV Status drop-down and user-defined checkbox are both configurable to be invisible, if required.
• Corrected a bug in which the Default Route drop-down list generated a Field 'RecordID' Not Found error.
• Table modifications required for this release (Please run the Updater_3_5_ 3_2237 utility bundled with this version to make these changes automatically).
  • Clients table
    • Add the field Pledge_Amount, Currency
    • Add the field Pledge_Unit, String, 25
    • Add the field Pledge_Updated, Date
    • Add the field Pledge_Updated_By, String, 25
    • Add the field Billing, String, 1
  • Config table
    • Add the field User_Defined_4, String, 50
    • Add the field UserDef4_Visible, Boolean
    • Add the field HIV_Status_Visible, Boolean

9/8/2002, Build 3.5.3.2211

• Added the ability to export from three browse grids: Clients browse, Prepared Deliveries browse, and the browse in the Order Routes utility. The export can be to one of three formats: comma-delimited text, sylk (an Excel-compatible format) or HTML. The export is accessed from a (right-click) context menu on each of the grids.
• The Health Assessment browse now displays the first words of memo fields rather than the word 'MEMO'.
• The Health Assessment edit dialogue now has field labels consistent with those on the browse.
• In the Health Assessment Data Visibility & Order utility the option is now available to obtain information on each of the fields. Selecting Show Information on Selected from the context menu will display the field name, field type, field size, and the display label for the selected field. The Health Assessment Data Visibility & Order utility is accessed through the System Configuration dialogue, on the Nutritional Counseling tab.
• The Health Assessment edit dialogue no longer prompts to save the data if the dialogue was closed with Cancel.
• The correct filename extensions will now be automatically appended to files created with the Streets & Trips file export.
• On the Household Maintenance screen, double-clicking on a household member's name now opens the Household Members Maintenance/Edit window.

9/2/2002, Build 3.5.3.2159

• Added the ability to set a selected group of clients' routes to a new, common route. This functionality is available on the Prepared Deliveries window from a (right-click) context menu and in the Order Routes utility via both a button and a context menu.
• Corrected an issue where the same Household name was appearing on all records of the Prepared Deliveries data.
• Fixed a bug which was truncating Route IDs to three characters when migrating changes from the Prepared Deliveries window back to the Clients' permanent records.

8/31/2002, Build 3.5.3.2145

• The maximum number of allowable diet modifications is now enforced in the activation wizard.
• The Locate alternate address by date dialogue now properly closes upon double-clicking a date.
• A context menu was added to the Client browse screen.
• Added a report to the Health Assessment tab (the report is also accessible from the File > Print menu). The Health Summary report is intended to be customized by each agency to correspond to the specific health-related fields used by the agency on the Health Assessment tab.
• Added a utility to export client usage data directly to a Ryan White CAREWare*-generated Access table and/or to generate a report. Exporting to a CAREWare table requires that the table first have been created in CAREWare.
  *CAREWare is the U.S. Department of Health and Human Services, Health Resources and Services Administration's software package for submitting Ryan White Act agency statistics.
• Added a check to ensure that the header for the Streets & Trips export will always be the first line of the export file. A delivery point with an undefined stop (a null stop) would have been the first line prior to this fix.
• Table modifications required for this release
  • There are no table modifications required, but there is one new report. The report file (Health.rtm) is available on the Downloads page.

8/6/2002, Build 3.5.3.2065

• Added the ability to credit walk-ins occurring prior to a selected date. This is intended for grocery or pantry services, which would need a method to credit their clients for walk-in visits after the visits had occurred.
• Added the ability to limit a client's funding sources to one per service. This is in anticipation of the the ability to support multiple client pricing levels. It is anticipated that in a future version a pricing level will be keyed to a funding source. The limitation to one funding source is set by following the Edit > Table Maintenance > Configuration menu. In the Configuration dialogue, on the Client Services tab, there is a check box labeled Limit clients to one Funding Source.
• When assigning a funding source, the service being funded now defaults to the client's service.
• Added a header line to the MapPoint® exported data file. This facilitates the identification of the columns in the MapPoint or Streets & Trips import data wizard. To take advantage of the header, specify that the first row "Contains header information" in the MapPoint data import wizard.
• The Save button on the MapPoint® export dialogue is now disabled until there is an entry in the Export File Name field.
• Modified the age ranges for the AAR report. The ranges are now: 0-12, 13-20, 21-44, 45+.
• When activating a new client and not using the wizard, if the client's delivery frequency (i.e., Episodic or Ongoing) is not defined and the client's service is defined, the delivery frequency will be set to the default frequency for the client's service.
• The Child Demographic Meal Count report now includes a full name rather than initials. A new Child Demographic Meal Count report must be downloaded from the downloads page. An error will be generated when running any old versions of the report.
• Table modifications required for this release
  • Config table: add the field One_Funding_Source, Boolean.

8/1/2002, Build 3.5.3.2023

• Added a concatenated Route + Stop column to the MapPoint exported data format.
• Fixed a bug which prevented Episodic Deliveries from being processed for delivery.

7/29/2002, Build 3.5.3.2009

• Added the ability to export, to a file, user-selected routes of prepared delivery routing data. The comma-delimited export file is formatted for easy import into Microsoft® MapPoint® or Streets & Trips.
• Added the ability to delete Episodic Deliveries which have been credited. A dialogue will inform the user that the meal credits will be deleted along with the delivery record. If the deletion is confirmed, any associated records such as meal credits and history records will be deleted along with the delivery record.
• Enhanced the Ryan White CareWare report and export function so that all agency-defined race and service codes are mapped to Ryan White-defined race and service codes.
• Enhanced the Ryan White CareWare report so that all consumption data is summarized by Ryan White service codes. For example, if the agency has two services which are both food bank-type services, the Ryan White data will reflect units consumed, for each client, for one consolidated food bank service.
• In this version the Ryan White CareWare printed report is not yet fully functional.
• Fixed a bug which was preventing the First Service Date from being properly populated when a client was given a meal-delivery start date.
• Fixed a bug which, after using the Client Activation Wizard, was preventing the creation of new episodic-delivery clients.

7/17/2002, Build 3.5.2.1922

• Added two new sections to the Client Print All report. The updated report is available on the downloads page.
  • Household members
  • Health assessments
• A Ryan White CareWare report and export option was added to the dialogue accessed via the Reports > Print > Agency Reports menu. In this version the export is functioning, the report is not.
• Added the Stop Reasons table to the Power Query data model.
• Added an alert to inform the user that related household members may need to have a suspension created or deleted when a household member has a suspension created, edited, or deleted.
• Table modifications required for this release
  • Asssmnts table: add the secondary index named Assessment_Date indexed in descending order on the Assessment_Date field.

7/8/2002, Build 3.5.1.1877

• Added an alert to inform the user that related household members may need to have their delivery information changed when one of the following is changed for the first member edited of a household:
  • Agency activity status
  • Delivery type (Ongoing or Episodic)
  • Days of the week on which a delivery should occur
  • Start and/or Stop dates
  • Default and/or any daily route
  • Default and/or any daily stop
• Added the ability to migrate the delivery changes from the household member who had the delivery changes to the other members of the household.
• Activated the Health Assessment button on the Nutritional Counseling screen.
• In the Order Stops by Route utility added the ability to sort the clients on the route by Client ID, First Name, Last Name, and Household ID. This facilitates viewing and managing the route by members of a household or other criteria.
• Added a context menu to the Set Custom Items and Set Episodic Items dialogues which enables incrementing and decrementing the quantities of selected items as a batch.
• Added a Household ID column to the Client browse screen, and enabled sorting on that column. This facilitates viewing and managing all members of a household.
• Added two columns to the Intelligent Browse: HIV Status and County.
• Corrected a bug in the episodic delivery items dialogue. The Clear button now only clears the selected episodic delivery date's items.
• Corrected a bug in the Intelligent Browse. Filtering on Organization status no longer generates an error.
• Table modifications required for this release
  • Clients table: add the secondary index named Household_ID indexed on the Household_ID field.

6/30/2002, Build 3.5.0.1791

• Added the ability to specify delivery items for an episodic delivery. If there are no items specifically assigned to an episodic delivery, the program will then check to see if there are custom items assigned for the day of the week on which the episodic delivery falls. If there are no custom items assigned for that day, then the program uses the default items for the Service to which the client is assigned.
• Added the ability to view specific delivery items (if any) to the Episodic Delivery maintenance screen.
• Added Delivery Type as a searchable field to the Power Query data model.
• Added a Custom Items column to the View Recent Deliveries screen. A check mark indicates that the client received items other than their service's default items.

6/27/2002, Build 3.4.2.1788

• This is primarily a maintenance release. The fixes incorporated include the following
  • Removed all internal references to the Sp_In_Prog field.
  • Removed a spurious history trigger which was causing multiple history records to be created when creating a new client.
  • Modified the internal architecture of the Delivery Reports Route Selection drop-down list to better accommodate selecting a large number of routes.
  • Added the Client ID column to the Dependent's Guardian dialogue.

6/23/2002, Build 3.4.2.1782

• Added an Address Override flag and the Household Name to the data grid view in preparation for deliveries.
• Added the ability to migrate Route and Stop changes back to overridden addresses (this is in addition to the existing ability to migrate said changes to both permanent and episodic deliveries).
• Added the ability to customize the visible fields on the Health Assessment tab. The fields are selected from a list of over 75 fields, and both the visibility and the order of the fields are determined by the agency.
• Added the ability to specify the type of delivery (Delivered vs. Walk-In) on the Delete Deliveries utility. This enables the organization to delete meal credits for a delivery day on which deliveries were not actually completed (due to a circumstance such as snow) but to retain credits for walk-in clients who may have, in fact, received their meal.
• Table modifications required for this release
  • Config table
    • Add the field Assessment_Visible_Fields, Memo
  • Asssmnts table
    • Add the field Blood_Glucose, Integer
    • Add the field Triglycerides, Integer
    • Add the field Testosterone, Integer
    • Add the field BCM, Integer
    • Add the field ECT, Integer
    • Add the field FAT, Integer
    • Add the field Phase_Angle, Integer
    • Add the field Goal_BCM, Integer
    • Add the field Needs_Med_Intervention_Bool, Boolean
    • Add the field Anabolic_Agent_Bool, Boolean
    • Add the field Growth_Hormone_Bool, Boolean
    • Add the field Weight_Loss, Integer
    • Add the field Follow_Up_Date, Date

6/17/2002, Build 3.4.2.1721

• Replaced the Spouse relationship functionality with Household relationship functionality. Now multiple clients can be flagged as residing at the same address, regardless of their relationship status. This enables caregivers, dependents, and others the ability to be related to the primary client.
• Added a mail merge which will export Client information for those clients who meet the filter (if one) in effect at the time.
• Added the ability to view the past 30 days of posted deliveries. This facilitates, for example, verifying that a client has a meal en route to him.
• Client notes are now editable after posting. The ability to edit notes, or not, is an agency-configurable option.
• There is now a context menu on the Alternate Address maintenance form which allows searching for an alternate address by validity date. The address valid for a given date, if any, will be displayed after choosing a date.
• Added the Frame Size drop-down list to the Health/Nutrition tab.
• Added the ability to select the type of delivery to be processed for Delivery Reports: Episodic, Ongoing, or All Deliveries.
• Table modifications required for this release
  • Clients table
    • Rename the Spouse_Person_ID Integer field to Household_ID
    • Rename the Sp_in_Prog Boolean field to In_Household
    • Add the field Frame_Size, String, length 1
  • Config table
    • Add the field Allow_Notes_Editing, String, width 1
  • DefDels table
    • Add the field Deliv_Date, Date
  • Households Table - this table is new with this release, and is included in the Zip file MlSvc_020616.zip
  • Household_Members Table - this table is new with this release, and is included in the Zip file MlSvc_020616.zip

6/6/2002, Build 3.3.1.1679

• Added a Default Delivery Type and Default Frequency for the Services table. This is supporting functionality for Episodic Deliveries. For example, an organization whose primary service is a walk-in pantry can now define that the grocery service is episodic in nature, and that walk-ins (rather than deliveries) are the method of delivery. These defaults are defined on the Edit Services form, which is accessed through the Edit > Table Maintenance > Services menu.
• Added support for Episodic Deliveries to the activation wizard.
• Added restrictions on Episodic Deliveries such that, once an episodic delivery has been credited, it can not be edited or deleted.
• Added the ability to override the Client's default service for each episodic delivery.
• Table modifications required for this release
  • EpisodicDeliveries table (The EpisodicDeliveries table is included in the Zip file, and these changes are included in the version of the table.)
    • Add the field Svcs_Used, SmallInt.
    • Add the field Delivery_Type, String, width 1.
  • Services table
    • Add the field Default_Frequency of type String, width 1.
    • Add the field Default_Delivery_Type of String, width 1.

5/30/2002, Build 3.3.0.1631

• This version implements Episodic Deliveries. Episodic deliveries are deliveries that take place at a frequency other than once a week, for example once a month or twice every other week. Episodic deliveries can also be used to record visits to a walk-in center, such as with a grocery or pantry service.
• This version should speed record-to-record navigation due to Internal modifications made to increase efficiency.
• Repaired a bug where the Custom Filter Status message was sometimes cleared, even though a custom filter was still in effect.
• Table modifications required for this release
  • Clients Table
    • Add the field Delivery_Type of type String, width 1. This field should be populated with 'O' in existing data.
  • Deliveri Table
    • Add the field Delivery_Type of type String, width 2
  • EpisodicDeliveries Table - this table is new with this release, and is included in the Zip file MlSvc_020530.zip

5/19/2002, Build 3.2.6.1528

• The Other Disease field has been widened to 50 characters
• Added a utility to summarize the Missed Deliveries and Excused Deliveries for each client. The utility is accessed from the Utilities menu (Utilities > Summarize Missed Deliveries). The respective summarized missed delivery counts appear on each Client's Status/Dates tab.
• Added a context (right-click) menu to the just-prepared Deliveries Browse view. The currently available menu selections are
  • Reset stop of selected clients - This will set the stops of a user-selected group of clients to a new, common value. This would normally be used when an entire family (for example) is moved to a new stop. As in all Windows applications, to select non-contiguous clients in the browse, press the Control key while clicking on each of the desired rows. To select a set of contiguous clients, click on the first client, press the Shift key, and click on the last client to be included in the set.
  • Increment/Decrement stops of selected clients - This will increment or decrement the respective stop for each of the selected clients in the group. This would normally be used when a route must be reordered, and a group of clients must be moved within the route. For example, if -10 is chosen as the value to increment/decrement by, each of the selected clients will have that value deducted from their current stop.
  • Delete selected clients' deliveries - This will delete a group of selected client deliveries. The user will be prompted as to whether the deletion should proceed. Responding OK will cause all of the selected records to be deleted.
• Added two buttons and a context (right-click) menu to the Order Stops by Route utility. The buttons and current menu choices are
  • Reset stop of selected clients - This will set the stops of a user-selected group of clients to a new, common value.
  • Increment/Decrement stops of selected clients - This will increment or decrement the respective stop for each of the selected clients in the group.
• Added the build number to data included in the CodeSite log file.
• Fixed an issue which prevented Missed Meals which occurred in the months of May, June or July from being Excused and/or Deleted.
• Fixed an intermittent issue with several delivery reports where line items were not sorting in the specified order.
• Table modifications required for this release
  • Clients Table
    • Widen the Other_Disease field to 50 characters
    • Add the field Missed_Deliveries of type SmallInt
    • Add the field Excused_Deliveries of type SmallInt
  • MealCrdt Table
    • Add field: Sort_Order, type SmallInt, as field 10

4/22/2002, Build 3.2.5.1493

• The viewing of custom delivery items is now enabled for users with Read Only rights.
• The viewing of client notes is now enabled for users with Read Only rights.
• When printing client labels, if the organization's configuration default is to identify special meals on delivery reports, the label selection now defaults to Special Labels.
• The Add New Client dialogue now closes automatically upon closing the Client Activation Wizard.

4/17/2002, Build 3.2.5.1474

• Added functionality when converting a client to Active status from any status other than active.
  • If there is a Stop Meals date in the past it will be cleared automatically.
  • If there is a Stop Meals date in the future, a dialogue will ask for confirmation before removing that stop date.
• More thoroughly implemented an existing functionality for when the Start Meals date is changed.
  • If the Start Meals date is changed to a date more recent than an existing Stop Meals date, the stop date will be cleared automatically. In prior versions this Start Date change may only have been checked when the Start Date was chosen from the drop-down calendar. A date change may not have registered if the new date was typed using the keyboard. This change will now be trapped, regardless of the method used to change the Start Date.

4/16/2002, Build 3.2.5.1464

• Added the Client Activation Wizard. The wizard will walk the user through the steps required to activate a client and ensure that the client will start receiving meals. The Client Activation Wizard is launched by a button found on the Add New Client dialogue. The wizard can only be used for those clients who have never been started.
• Added the Clients Billing mail-merge export. This utility will create a mail merge file for the purposes of billing a client for the cost of meals using user-specified start and end dates, and a note can be optionally posted to the client's History file indicating that a billing export was created. The export utility can be accessed through the menu Reports > Mail Merge > Client Bills. The tab-delimited mail merge file contains the following information:
  • Client ID
  • Client name and address
  • Meal item (i.e., breakfast, hot entree, etc.)
  • Delivered quantity of the meal item
  • Unit cost of the meal item
  • Extended charge (quantity x unit cost)
  • Total charges for the month
• Added the new Update Stopped Status utility. This utility will look for any clients with Stop Dates as of a selected date and will, for any clients with Active status, automatically change those clients' status to Stopped. The utility is found on the Utilities menu (Utilities > Update Stopped Status).
• Added an internal check to verify that one of two database aliases (either MealService or Meal Service) has been created and, if one is not found, terminates the application.

4/10/2002, Build 3.2.4.1425

• Added a report to the Inactivate Stopped Clients utility (of those clients about to be inactivated).

4/8/2002, Build 3.2.4.1422

• Suspension of Service records are now sorted by the Stop Date in descending order, where they had been sorted in natural order.
• Client History records now have a Date-Time stamp (the time and date created), where they had been stamped only with the creation date.
• Table modifications required for this release
  • History Table
    • The Tran_Date field must be changed from Date type to TimeStamp type.
  • Suspends Table
    • Add descending index: Client_ID_Stop on Client_ID + Stop_Dt fields.

4/7/2002, Build 3.2.4.1410

• Added one report: New Client Statistics. The report summarizes demographic statistics for clients who have a Start date falling between the user-specified dates. The report can be found on the Agency Reports menu (Reports > Print > Agency Reports).
  • The report requires the file NewClientDemographics.rtm. This file is new, and is available on the downloads page.

3/30/2002, Build 3.2.3.1402

• MealService, if data corruption is detected at the time of opening a table, has always attempted a repair at the time of the discovery. Added the verification and rebuilding of indexes to that repair process.
• Added the ability to specify the destination for CodeSite messages. When using the end-user version of CodeSite, MealService can be launched with the following shortcut, to route the CodeSite messages to a CodeSite log file:
  • File: MlSvc.exe -CodeSite=FILE
• Resolved an issue that prevented exporting reports to Excel. All reports should now properly export to Excel.
• Table modifications required for this release
  • Items Table
    • Add field: Billed_Amount, currency. Field should be positioned as field number 9

3/20/2002, Build 3.2.3.1391

• This build has no user functionality changes, it simply corrected two operational bugs
  • the Inactive Date was not being set properly when a client was changed to an inactive state
  • Creating a new client would result in a 'FieldID' not found error
    

3/13/2002, Build 3.2.2.1390

• Added the ability to delete a missed meal, with the deletion being logged to the History file.
• Modified the Missed Meal dialogue so that when creating a Missed Meal, double-clicking a date is the equivalent of selecting a date and then clicking OK.
• Modified the 'Delete Current Person' routine so that names entered into the database which have neither a Person ID nor a Client ID can be deleted. Prior to this change, a Person ID was required in order to delete a name. Under certain circumstances a name could have been added to the database without a Person ID, and therefore could not have been deleted. That has been corrected.
• Completely revised the keyboard shortcuts on the main client screen to eliminate duplicated shortcuts which were preventing Alt-S from functioning as 'Save Record' and Alt-C from functioning as 'Cancel Changes'.
• Double-clicking a Health Assessment in the browse view will now open that assessment for editing.
• Modified the 'Percent of Usual Weight' on the Health Assessment tab to properly display as a percentage with one decimal.
• The View History button, if starting in a disabled state, was not becoming enabled after creating a missed meal until a Clients table navigation occurred. Upon creating a missed meal the View History button is now properly (immediately) enabled.
• A buffer flush (a forced disk-write) is now enforced in virtually all edit locations to work around a Windows 2000 known issue with a 'lazy cache'. This may slow the program at the point of saving any records which are newly added or edited.
• To speed the program's launching, five tables are now opened at a time other than program launch. This may create a marginally slower operation when creating a new client, when viewing a client's history, when creating a spousal relation, and several other similar operations.
  

3/06/2002, Build 3.2.2.1358

• This version forces an operating system buffer flush upon creating a new client record, in an attempt to work around a Windows 2000 known issue in which internal caches do not get refreshed in a timely manner.
  

3/03/2002, Build 3.2.2.1356

• Drop-down checklist for selecting Delivery report Routes: modified the internal architecture to better accommodate selecting a very large number of routes.
• Modified the Set Custom Deliveries dialogue with a new functionality: Duplicate Monday's items to all delivery days. For a client who is to receive delivery items other than the default, the items for Monday can be populated as desired and then the Dupe Monday button can be used to copy those same items to all days for which the client is scheduled to receive deliveries.
• The Set Stops within a Route dialogue now allows for limiting the clients viewed to either Active clients or all clients.
• In addition, the System Update updated the All Information on a Client report and the internal files that support the Report Designer. The All Information on a Client report has widened fields for almost all client application fields: documents, document descriptions, document notes, conditions, condition descriptions, condition notes. It also now fully decodes the client's diet restriction, if one exists. The margins have been modified so that the last line does not occasionally disappear into the margin.
  
• The following tables and reports were updated. There were no table structure modifications
  • PrintAll.rtm
  • rbField.dat
  • rbTable.dat
  • rbJoin.dat
  • MlSvc.exe
    

2/25/2002, Build 3.2.2.1314

• In the Default Delivery and Custom Delivery maintenance screens, a record post is now forced when navigating off of a record. This resolved an issue with the Default Deliveries and Custom Deliveries in which, if the item being added or edited was not specifically saved when navigating from one day to another, the record could not subsequently be edited.
  
• Table modifications required for this release
  • None
    

2/24/2002, Build 3.2.2.1309

• Modified the Viral Load field to accommodate values greater than 32,727.
• Added an Excused option to the Missed Meal function.
• Added the ability to Excuse an existing missed meal.
• Added the functionality of being able to assign a Stop Number to all overridden addresses.
• Added the ability to assign a sort order to default delivery items.
• Added the ability to assign a sort order to custom delivery items.
• Moved the functionality for specifying a day's Special Meal to the Save Data event rather than as part of the Daily Labels function .
• Added the functionality of having MealService store the specifications for Special Meals for every day that a special meal is specified. This enables the the reuse of the same specifications if a day's data must be regenerated.
  
• Table modifications required for this release
  • Address_Overrides table
    • Add field: Stop, float. Field should be positioned just below 'Route'
  • DefDels table
    • Add index: Sort_Order on Sort_Order field
  • Asssmnts table
    • Modify Viral_Load field, change from SmallInt to LargeInt
  • Special_Meals table
    • Add this new table to database

2/18/2002, Build 3.2.1

• On Daily Run Sheets modified the Route lookup method. (This was an internal operational change with no visible change to user functionality.)
  

2/12/2002, Build 3.2.1

• Added third type of address override: an address valid between two dates

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