Changelog
Shipping every week.
We release improvements continuously. Here's a selection of what's landed recently.
- v4.2.0·May 22, 2026New
Documents & attachments, end to end
Upload PHI-safe documents on clients, intakes, visits, claims, and referrer submissions. Signed downloads, MIME/size validation, per-company storage usage on the dashboard, and a read-only attachments view for admins.
- v4.1.0·May 10, 2026New
Clinical: care plans, medications, MAR
Active care plans with goals and tasks per client, a medications register with scheduled doses, and a per-visit MAR. Tasks and doses materialize automatically on the visit; refused or missed doses notify admins.
- v4.0.0·April 30, 2026New
Scheduling: recurrences and open-shift broadcasts
Recurrence rules generate future visits idempotently. Broadcast unfilled shifts to eligible staff and race-safe accept from the caregiver portal — fills the visit in one click.
- v3.9.0·April 26, 2026NewImproved
Master data: payers, service types, client coverage
Normalized payers and service types replace free-text fields across clients, intakes, visits, and claims. Billing resolves codes by (payer + service type) with sensible fallbacks. Health card on the dashboard flags gaps.
- v3.8.0·April 24, 2026Improved
TanStack Query everywhere
List routes (billing, clients, intake, schedule, credentialing, payroll, recurrences) moved to TanStack Query. Mutations invalidate keys cleanly — no more stale screens after writes.
- v3.4.1·April 22, 2026New
Conflict detection in week scheduler
When two sessions overlap for one staff member, both blocks now show a red border and warning. Click to see suggested swaps.
- v3.4.0·April 15, 2026NewImproved
Denials workspace with suggested fixes
New tab in Billing groups denials by reason code and suggests the most common resolution. Click 'Resolve' to track resubmissions.
- v3.3.7·April 8, 2026Improved
ABA trial-by-trial inline scoring
RBTs can now score trials inline during a session. BCBA supervision routing happens automatically when targets are met.
- v3.3.5·March 30, 2026New
Cmd-K command palette
Press Cmd-K (or Ctrl-K) anywhere in the app to jump to a client, a page, or run an action.
- v3.3.3·March 22, 2026Improved
Authorization expiry alerts at 30/14/7 days
Expiring auths now alert at three thresholds. Renewal requests can be triggered with one click from the alerts panel.
- v3.3.0·March 12, 2026New
Intake Kanban
A new visual pipeline for referrals: New → Verified → Assessment → Onboarded. Drag cards between stages, see days-in-stage at a glance.
- v3.2.9·March 5, 2026Fixed
Telehealth POS auto-tagging
Telehealth sessions now auto-tag claims with POS 02 and modifier 95 to reduce CO-5 denials.
- v3.2.7·February 26, 2026New
Outcome scales (PHQ-9, GAD-7) on dashboards
Measurement-based care scores now appear on the executive dashboard and the client chart over time.