March 2026 Release Notes

March 2, 2026 Release 

Client Interactions (New Feature)

• Introduced Client Interactions - expands on the Client Note functionality to allow more detailed tracking of interactions or contacts with client.

  • Adds the ability to track:

    • Direction (Inbound/Outbound)

    • Who was contacted (Client, Family Member etc)

    • What the Outcome was (Connected, Not Connected, Left Message, etc)

    • Same Note area for tracking the details of the interaction

  • Discharge Follow-Up and Willingness Track Call In notes have been changed to Interactions

Billing

• Fixed issue where Claim Validation Errors were getting reported incorrectly on some insurance records

• No longer allow deleting or changing the Payor for Client Bill To records that have been included on a prior Contract Invoice.

• New Claim Transaction Search feature under Billing. Supports reporting and downloading across all Claims, Claim Payments and Claim Adjustments.

Add Client

• Duplicate check validation was not matching on some Date of Birth values

Census

• Opening an enrollment from the Census now takes you directly to that Enrollment Detail page rather than the list of Enrollments page

Document Import Fixes

• Changed the Document Import to support refreshing converted Documents

• Imported 6305 missing documents from Dr Chrono