Important

When upgrading to this version, if you have skipped any previous releases, please use the installation links below to proceed as usual. However, we recommend reviewing the release notes for the skipped versions to familiarise yourself with new features, issue fixes, and to ensure compatibility and correct setting requirements.

ICU Locale Format Update

This version of the Healthcare package is compatible with the new Salesforce’s ICU Locale Format. The API versions of all Apex Classes, Apex Triggers and Visualforce Pages have been upgraded to meet the minimum requirements of 45.0+.

Compatibility

This package version requires the following mandatory packages in place before installation.

Skedulo Core Package
Lumary
Enrite Care Services
102.56+
20.3.9+
1.307+

Important - If you are using one of the Award Interpretation packages, an upgrade in this package is also required to ensure compatibility with this version of the Healthcare package:

What’s New

Worker Termination

An automatic process is introduced to handle the case when a worker/resource has been terminated.

This is a background process that will asynchronously update the status of the resource as well as automatically deallocate the resource from future jobs and cleanup the associated upcoming events.

How to set up?

  • Setup > Custom Settings > Skedulo Configs > new setting Enable_Resource_Termination
    • Default value: False
    • Switch to True to enable the batch process
  • Setup > Custom Settings > Skedulo Configs > new setting Resource_Termination_Date_Field
    • Default value: skedhealthcare__Termination_Date__c
    • Use to define custom termination date field
  • Healthcare Daily Scheduler batch must be running
    • Installed automatically in recent versions
    • Verify under Setup > Scheduled Jobs > Healthcare Daily Scheduler
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Note: Contact your CSM or [email protected] for help.

Initiating the process

  • Populate the Termination Date field on the Resource record
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  • The daily batch finds active resources with a Termination Date and begins the process

Background actions to expect:

  • isActive set to False
  • Future Job Allocations status updated to Deleted
  • Future Resource Shifts deleted
  • Future Activities and (Un)availability deleted
  • Availability Pattern Resources end dates set to Termination Date
  • Availability Template Resources deleted

Other use cases

  • Timesheets can’t be reviewed after deactivation — terminate after final payroll steps

Auto Dispatching Jobs in Scheduling Console

  • Drag-and-drop or update jobs in Scheduling Console now auto-dispatches
  • Other methods do not support auto-dispatch — use "Publish Schedule" instead

How to set up?

  • Setup > Custom Settings > Skedulo Configs
    • Edit Auto_Dispatch_Job_Settings, append: HSC=true
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  • Set Auto_Dispatch_Job to true
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Controlling Calendar Start and End Time on Allied Health Calendar

  • Allows organization-wide settings for calendar hours
  • Overrides individual therapist preferences if defined
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How to set up?

  • Setup > Custom Metadata Types > HC_Allied_Health_Calendar_Settings
    • Calendar_Start_Time
    • Calendar_End_Time
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Overlapping Unavailability and Cancelling Jobs Enhancements

  • Conflict modal added when scheduling overlaps unavailability
  • Cancel job flow now supports:
    • Reason input
    • Optional notes
    • Indication if billable
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  • Single bookings: cancel whole job
  • Group events: cancel individual attendee

Asynchronous Process for Recurring Activities and Availability

  • Handles large volumes by batching
  • New settings introduced:
  • Save_Event_Batch_Size: default 200
  • Save_Event_Batch_Threshold: default 200
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Issues Fixed

  • Unlock button now appears consistently
  • Client filter no longer throws server errors
  • Unallocated row performance improved
  • Job Modal loads fully before edits allowed
  • Leave shift calculation logic corrected
  • Drop Off Sequence field now in permission sets
  • Job replication now handles default values correctly

Manual Installation Links (Salesforce Administrator Install Only)

Sandbox:Install Link

Production:Install Link