Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
fixed
Bug Fix
🌟 Release Update – February 19th, 2026
Bulk Actions for Payouts
- You can now perform bulk actions within Payouts, making large-scale updates faster and more efficient.
Service Virtualization Enhancements
- Improved virtualization support for Services to enhance performance and scalability when working with larger datasets.
Contacts Virtualization
- Contacts lists now load more efficiently, improving responsiveness and usability.
Persistent Edit Icon on External Forms
- The pencil (edit) icon now remains visible on external forms, providing clearer editing access.
Improved Face Sheet Field UI
- Empty Face Sheet fields now display “Not on file” instead of “Unknown” for clearer and more accurate communication.
Accidents for Staff-Only Records
- Accidents can now be saved for staff members only as well, expanding documentation flexibility.
Payouts CSV Export
- Resolved an issue affecting CSV exports within Payouts.
Tax Rate Recent Actions
- Fixed an issue where recent actions did not correctly reflect tax rate list changes.
Stedi Integration Fixes
- Addressed multiple issues to improve reliability and stability.
Calendar
Display Issue- Fixed a UI issue and made deleted activity types more obvious
Discount Category Overlay Positioning
- Fixed a UI issue causing the discount category overlay to display in the wrong position.
fixed
Bug Fix
🚀 Fast Track Release – February 11, 2026
- Fixed an issue with exporting Trends as a CSV
improved
fixed
Bug Fix
🌟 Release Update – February 11th, 2026
- Improved system feedback when tasks are logged with a negative duration
- Fixed an issue where exporting tasks to CSV would fail
- Resolved CSS layout issues on the Schedule view when zoomed out
- Implemented updates for Compliance feature for more stability
- Added user attribution with relevant data to Recent Actions when there is extra view for relevant event for improved transparency
- Expanded use of virtualized lists to improve performance with large datasets
- Addressed multiple bugs affecting forms stability and reliability
- Introduced token-based pagination to enhance scalability and performance when navigating large data sets
improved
Export
Languages
🚀 Fast Track Release – February 05, 2026
- Added support for Arabic and CJK characters in prints
new
improved
🌟 Release Update – February 5th, 2026
- Resolved errors that could impact system stability.
- Fixed issues with homecare visits not appearing correctly in invoicing plans.
- Improved participant filtering behavior on tasks.
- Introduced claim resubmission workflows with Stedi.
- Added support for saving drafts when configuring Linked Properties in forms.
- Improved performance and scalability of the Users list through virtualization.
new
improved
fixed
Bug Fix
Billing
🌟 Release Update – January 22th, 2026
- Monthly birthday export to help teams better plan outreach and engagement.
- New billing capability allowing services to be removed from billing plans more easily.
- Resolved an issue with Events email CC settings not displaying correctly.
- Improved permissions handling to ensure consistent access between settings and feature-level permissions.
- Fixed an issue with the “Signed by” button in signature boxes not functioning as expected.
- Addressed multiple Stedi-related errors, improving webhook reliability and PHP error handling.
- Improved reliability of cutoff point handling within the form builder
- Added clearer guidance for compliance
- Improved visual consistency across DocStore
- The Stripe setup tab is now always accessible
- Fixed an issue where form links sent via email could fail to open
- Resolved issues related to concurrent saving of user data
- Fixed an issue allowing payer details to be saved even when not available in the dropdown
new
improved
🌟 Release Update – December 17th, 2025
We’ve released a set of improvements and fixes designed to enhance reliability, clarity, and flexibility across care planning, service user management, and reporting.
Service User Management
- You can now create Service Users directly using forms, simplifying onboarding and data capture.
Care Planning
- Care plan entries added via subtasks now reliably appear on the Service User’s profile.
- When completing a Fill Care Plan subtask without a user preselected, staff can now choose which Service User the entry applies to.
- New care plan templates are now available to support more consistent planning.
Attendance & Reporting
- Fixed an issue where duplicate hours could appear in Attendance and payer summary exports, ensuring more accurate reporting.
These updates are available now. As always, if you have questions or feedback, please reach out to your support contact.
improved
new
Tasks
🌟 Release Update – December 15th, 2025
We’ve rolled out several improvements to enhance usability and system consistency:
What’s new
- Tasks created through workflows now display an automation icon, making it easier to identify how tasks were generated.
- Added support for the Sydney timezone to improve accuracy for Australia-based teams.
- Users and Groups are now sorted alphabetically (A–Z) by default for easier navigation.
If you have any questions about these updates, please reach out to your Customer Success representative.
fixed
improved
🚀 Fast Track Release – December 12, 2025
- Improved handling of the time input field on mobile devices, certain clients observed issues after latest browser update
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