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June 2026 Release Notes

Release Notes — 2026.06.24

🚀 New features

Insurance Prior Authorizations
You can now record Prior Authorization details for a client's insurance

  • Authorizations are managed via a new tab on the Client Chart Insurance page
  • Authorization Number automatically included when submitting claims based on Effective and Expiration dates

Personal Property Tracking
Capture, track, and return personal property held for clients during enrollment.

  • New side menu option on Client Chart
  • Add multiple items and capture Client and Staff signatures
  • Return and disposal workflows
  • Saved Receipts can be printed from the chart page
  • New tab on End Enrollment that shows any held Personal Property enabling return or disposal processing.

End Enrollment Program Actions
Ability to configure Tasks that are due when an enrollment is ending.

  • System automatically generates the configured Tasks (e.g., Discharge Summary, 24-hour follow-up) when an enrollment is ended
  • New End Enrollment workflow page presents any open tasks for the user to complete once confirming the end enrollment details.

Drug Use Enhancements
Addition of two fields/options for tracking more options related to a clients drug use.

  • New "Drug Test" use type for recording substances detected via testing
  • New optional "Amount Used" field to track usage details with a selection list that is configurable based on the selected Drug. Default is to show the entire list if no configurations are specified.
  • Route selection list is now configurable based on the selected Drug to ensure only valid options are presented. Default is to show the entire list if no configurations are specified.

✨ Improvements

Plan Name required on Client Insurance — Plan Name is now a required field when adding or editing an active insurance record.

Interaction Outcome Default - ability to configure a default Outcome value to be used when creating a new Interaction

🐞 Bug fixes

Login validation message restored — Fixes an issue where the login validation message was not showing when a user entered an incorrect user name or password.

Claim Resubmittals - include undocumented missing value when resubmitting Claims to Inovalon to solve Validation errors

Release Notes 2026.06.08

What's New

Engage — Request for Service Logging (currently only enabled for Peyton and Josh to do some testing)

A new streamlined workflow makes it faster to log Request for Service Interactions directly from the Engage module. Key capabilities include:

    • One-step logging — capture client, program, and intake questions on a single page instead of navigating multiple screens.
    • Anonymous / Unknown client option — log a request before a client record exists (enabled via system configuration). Anonymous records can later be moved to a real client.
    • Interaction Log view — a new list view shows all interactions across clients with standard filtering.
    • Start the new Enrollment – if a client is approved for services, you can start the new enrollment directly from the Request for Service page. Program, county, and referral information carry over automatically, eliminating duplicate data entry.

Improvements

    • Configurable End Reasons by Program — Administrators can now choose which End Reasons appear for each Program. If none are configured, all End Reasons are shown by default.

Bug Fixes

    • Claim Detail errors — Error messages on the Claim Detail screen were not displaying correctly depending on the error type.
    • Interaction Task defaults — Completing an Interaction task now properly defaults the Interaction Type based on the Program Action configuration.