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December 2025 - Release Notes

Each release pushes improvements and fixes across the Olari platform. 

 

December 29, 2025

  1. Released fixes for document issues. 

December 21, 2025

Updates included several expected stability improvements for document generation:

  1. Fixed - Census page not showing all records
  2. Fixed - Documents not always saving data (reported on CCA and History and Physical)
    1. We pushed a small update late last week and on Friday Megan reported not having any issues saving data.
  3. Fixed - Documents with “Copy from Prior” not always copying all data in (CCA)
  4. Fixed – Tasks not closing when user clicks “Complete Task” check box
  5. Added – Lock now shows on Client Schedule (released last week)

December 17, 2025

  1. Upload Documents - Remove limit on number of documents

  2. Task Completion - fixed issues where Task was not completed even though user checked the Complete Task check box.

  3. Client Document - fixed issue where user would loose document updates when switching templates or signing the document.

  4. Client Schedule - show Locked icon on scheduled events that have an document associated.

  5. Form Editor - Remove “X” from drop down fields to reduce tabs necessary to move from field to field (user request).

December 7, 2025 

  1. Client Tasks - addition of a calendar view
  2. Edit and Preview document - performance improvements
  3. General - Improve some column sizing issues
  4. Vitals - Fix print formatting
  5. Edit Task - Ability to add a Note
  6. Add Client – move duplicate client error messages to the top so they are visible by the user
  7. Scheduled Event - changes per feedback from Casey
    1. Allow selecting a client who is not actively enrolled
    2. Include the Gender, Age and Date of Birth in the header
    3. Open the associated document in Edit mode rather than Preview mode if the document is not locked
    4. Do not allow changes to certain fields if the document is locked (not a Casey request)
  8. General – notification banner for scheduled releases.  When we plan a release users will see a message alerting them to the planned downtime so we don’t have to rely on emails.