Changelog
Follow up on the latest improvements andΒ updates.
RSS
- Added a new eMAR Dashboard.
- Added a Staff Birthday List.
- Fixed Lists returning an incorrect message when an invalid name is entered.
- Fixed βRead Byβ search in Notes.
- Updated Recent Actions in Schedule.
- Improved document viewing with Rich Text fields.
- Added support for Unicode filenames in Document Storage.
- Fixed saved payment methods incorrectly redirecting to the Billing Summary.
- Fixed inconsistencies across Schedule.
- Added a new Notes Export option to configure which participants are shown.
- Updated Overview exports to show βUnknownβ for document uploads when applicable.
- Added operating hours and capacity information to Businesses.
- Fixed the Billing menu being cut off at the bottom of the page.
- Fixed Analytics PDF exports returning a 404 error.
- Corrected the global alert shown when a Care Plan entry is deleted.
- Added an automated message disclaimer to system-generated emails.
- Fixed future-dated medications appearing in current tasks.
new
fixed
improved
Bug Fix
Export
Billing
π Release Update β August 4th, 2026
- Updated CACFP functionality.
- Added a downloadable Driver Manifest PDF.
- Integrated Care Plans with Compliance.
- Added user-specific views to Overview Analytics.
- Improved analytics performance.
- Added configurable Overview fields to Register logs.
- Updated the visual design of Claim Settings.
- Improved feedback when an invalid payer prevents invoice generation through Billing Plans.
- Fixed the loading indicator during invoice generation.
- Updated QuickBooks exports to respect the configured name order.
- Fixed Schedule filters unexpectedly resetting.
- Improved Schedule strip with tag colours.
- Excluded deleted staff members from active group counts.
- Fixed messaging connections when a conversation is already open.
- Fixed an issue when exporting certain Incidents CSV files.
- Improved PIN authentication to reject expired PINs correctly.
- Added support for βElderβ as configurable participant terminology.
- Introduced infrastructure monitoring improvements to support platform reliability.
Improvements
- Added a participant preview to Care Plan exports, making it easier to verify data before exporting.
- Added dosage unit support in eMAR for more accurate medication management.
- Introduced audio question support for audiobook forms on Storii.
- Added the ability to remove inactive participants from groups with a single action.
Billing & Finance
- Billing days now automatically reset when switching between billing periods to prevent incorrect configurations.
- Fixed silent failures during invoice generation so issues are surfaced correctly.
- Resolved errors that could occur when editing Billing Plans.
- Improved 837 claim error messages to provide clearer guidance when issues occur.
Compliance
- Expanded Compliance functionality to include user-related compliance tracking.
Bug Fixes
- Fixed an issue preventing child tasks from being deleted correctly.
- Resolved several CACFP issues affecting data refresh, attendance, and sorting.
- Fixed a bug when editing Vital Signs forms.
- Resolved errors affecting two backend API endpoints.
- Fixed an Android scrolling issue for a smoother mobile experience.
- Corrected the ordering of exported birthday lists.
We're excited to share a number of improvements, fixes, and enhancements across scheduling, billing, medications, forms, analytics, and platform usability.
Billing & Invoicing
- Enhanced ACH payment processing through Stripe for improved reliability.
- Added support for Mexican Pesos (MXN) as a billing currency.
- Introduced an improved Invoice Summary experience for greater visibility into billing information.
- Invoice PDFs will now only display payment links when Stripe payments are enabled.
Scheduling & Visits
- Improved mobile scheduling navigation and scrolling for a smoother user experience.
- Updated visit note terminology and underlying logic for greater consistency across the platform.
- Event statuses now correctly reflect deleted and cancelled recurring events.
Medications & eMAR
- Resolved several issues affecting linked medication properties.
- Removed outdated medication and care overview components to streamline workflows.
- eMAR entries now automatically include initials and signature fields by default.
Participants & Forms
- Date of Birth is now required when creating new participant profiles, helping ensure complete records.
- Updated form disclaimers and supporting text to improve clarity and consistency.
Reporting & Analytics
- Expanded analytics filtering capabilities for groups, providing more flexibility when reviewing data.
- Alerts now correctly respect applied filters, improving accuracy and relevance.
Platform Improvements
- Updated date picker components across the platform to provide a more modern and consistent experience.
- Various usability enhancements, performance improvements, and bug fixes throughout the application.
new
improved
fixed
Bug Fix
Tasks
Billing
π Release Update β May 26th, 2026
- Scheduled tasks reschedule edit
- Service Unit bugfixes
- Added Emar task type defaults
- Tasks to retain data when screen size changes
- Tasks recurrence UI fixes
- Use singular first name labels on billing and forms
- Invoicing payer names should be closer together in the UI
- Fix Careplan in Form builder - data should persist when in PDF view
- Fix schedule not being editable when there are pickup/dropoffs
new
improved
fixed
Bug Fix
Billing
π Release Update β May 14th, 2026
- Fixed an issue where specific user validity dates were incorrectly overriding Service validity dates.
- Added calling PIN support for Storii to improve security.
- Continued improvements and updates to invoice generation workflows.
- Fixed an issue where input validation was not working correctly on invoicing plans.
- Redesigned the Activities layout for a more streamlined experience.
- Added the ability to export all Activity participants.
- Updated Activity PDF printing to correctly use print state settings.
- Life Story answer exports are now generated in chronological order.
- Fixed an issue where payer assignment could prevent invoicing records from saving.
new
improved
fixed
Bug Fix
π Release Update β April 30th, 2026
- Submission date and date range field types for forms
- LifeStories styles and prompt updates
- Aged receivables report calculation updates
- Forms memory issue improvements
- Permission level inconsistency
new
fixed
improved
Bug Fix
π Release Update β May 7th, 2026
π Care plans β Form Builder
Care plan data can now flow directly into Form Builder and Forms, reducing duplicate data entry and keeping resident information consistent.
π Billing data sync reliability
Fixed an issue where high volumes of simultaneous billing events could occasionally cause sync failures. Billing integrations are now more stable.
π Care plan signature box display
Fixed a visual issue where the signature box border wasn't rendering correctly in the care plan preview.
π Notes print layout
User avatars in printed notes were displaying out of alignment. This has been corrected.
π Clearer error messages across modules
Module errors are now handled more gracefully, surfacing clearer and more actionable messages when something goes wrong.
π Inactive user list accuracy
Removed users were occasionally still appearing on the inactive users list. These are now correctly excluded.
π New
- You can now search within group filters on the dashboard
- Eligibility checks can now be exported as a PDF
- Invoices now display a "Submitted to Stedi" status for clearer tracking
β‘ Improvements
- The LP Full Name field is no longer available in forms with participant creation to prevent data conflicts
- Sign-out time is now correctly recorded when a user session becomes detached
π Bug fixes
- Fixed an issue causing CSV exports in invoicing to generate empty files
- Invoice list settings panel no longer closes when accessed from billing plans
- Charge descriptions in billing now include the associated task name
- Storii list data is now cached on invoices for faster load times
- Fixed the order of upcoming questions on Storii
- Fixed the upload icon on default profile pictures
- Attending physician now included in 837I claim submissions
- Added missing translations across the platform
- Internal infrastructure improvements
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