Tech Enhancements - June 24, 2022

RPAG wants to make sure you have the necessary tools and capabilities for your business. Our team is dedicated in helping you succeed. That's why we are here to ensure you are promptly notified with the latest updates, added features, tech enhancements, and much more. Below, you will find detailed notes that describe what has been changed or updated.

• Ampersands
  • Ampersands can now be used in the Plan Design card and client search bar
• Client Advocacy Report
  • The template is now pulling in the company name faster and more accurately 
• My Documents
  • Folder order will now maintain a user’s customized order
  • Columns can now be sorted across all categories
• My Fund Menu
  • CAGIX’s fund score is now consistent across “My Fund Menu” and “Fund Lookup”
• Provider Analysis
  • Empower “Service Questionnaire” date and information is now showing
    • NOTE: Please be advised that the modified date may display differently for the full vs. focused questionnaire options as not all questions are included in the focused questionnaire
• Provider Portal
  • When uploading documents, the modified date for the platform now shows and retains the date

• WellCents
  • Zoom app integration will now be live on RPAG
    • This is turned on through each company’s “Meeting Platform” settings
  
  • • NOTE: If a user is receiving an error when trying to create a Zoom meeting for a platform like WellCents, it may be due to a “Zoom Account Meeting Email” not having been input for the user. Insert their email account that is registered with zoom to proceed (for most users this should be their work email)

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