Changelog
Follow up on the latest improvements andΒ updates.
RSS
- Added linked fields for Register and Schedule.
- Added custom date ranges in Billing Plans.
- Added Ohio DODD eMBS flat file exports.
- Fixed unexpected charges for participants billed a fixed fee.
- Added claim templates.
- Added claim templates for rates.
- Added support for rate claim templates in 837 exports.
- Added support for atypical billing.
- Preserved form names in Document Store after changes.
- Removed zero balances from the Aged Receivables report.
- Added scrolling to Recent Actions in CRM.
- Redesigned participant assignment for staff roles.
- Updated help text in Form Builder.
- Fixed timestamps on incident and accident records.
- Fixed a tooltip display issue on the Staff page.
- Reorganized the Support page.
- Fixed a display issue in Alerts.
- Fixed inconsistent Storii call times.
- Fixed errors when deleting form entries in bulk.
- Added bulk editing in Meal Tracking.
- Added support for recording future absences.
- Added service users to payment details and CSV exports.
- Added the ability to duplicate service units (rates) and billing plans.
- Saved drafts to the relevant service user profile.
- Added the ability to update voucher amounts.
- Fixed missing claim codes on final invoice charges so they use the code from the rate.
- Added medication entry in CRM, with automatic transfer to participant records and eMAR tasks.
- Updated 837I claim frequency and patient-status codes.
- Paid invoices now show Paid while retaining their claim links.
- Added invoice voiding while a claim is still in progress.
- Added reusable Authorization Plan templates with save, edit, archive, and apply options.
- Added Authorization expiration badges and updated Attendance History ordering.
- Corrected zero-dollar claim payments showing as Paid instead of Denied.
- Updated 837I exports to include occurrence code 52.
- Added automatic splitting of large 837P claims into files named by payer and participant.
- Fixed payer-split migration for existing rate assignments.
- Added template-specific cell statuses in Flow Sheets and linked help guidance.
- Improved event cancellation and deletion syncing.
- Fixed contact details failing to update from forms.
- Added PDF exports for Outcomes.
- Added forms without an assigned participant to Document Storage.
- Fixed Homecare participant-filter display issues.
- Corrected currency symbols in Billing Plan previews.
- Fixed inconsistent inactive-group behavior in Meal Tracking.
- Added configurable Face Sheet fields to tasks.
- Added co-signing help guidance.
- Added co-signing for forms, Progress Notes, and Care Plan entries, with internal and external signers.
- Corrected Calendar CSV and Word exports.
- Improved visibility of newly saved CRM leads and sources.
- Improved confirmation dialogs, session-timeout messaging, and Homecare visit ordering.
- Added staff birthday opt-in for the birthday calendar and PDF exports.
- Added per-device Register signature requirements for sign-in and sign-out.
- Corrected Register settings behavior for restricted staff roles.
- Fixed tables being cut off in Analytics exports.
- Fixed the Life Story calling queue stopping after questions were skipped.
- Fixed the time picker in Forms on older Android devices.
- Added Flow Sheets with template management, monthly recording, and exports.
- Added AI note enhancement and translation before saving.
- Added Homecare visits to Attendance payroll exports.
- Added a Stedi support-email shortcut from claims.
- Added an Invoice Date column and an Uncollectible payment type.
- Added live Scheduled and Attended indicators to Attendance History.
- Preserved CRM pagination when returning to the list.
- Added participant filtering to Trends and tags to Mobile Passport.
- Added CRM and Billing guides.
- Fixed duplicate events appearing while editing Schedule.
- Improved eMAR Dashboard responsiveness and task loading.
- Corrected HCPCS modifier mapping for MatrixCare charge exports.
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