Production Releases 2026-04-24

Production Releases 2026-04-24

All
New Features
Improvements
All
DateRelease Note
20 April 2026The Claims Management Dashboard allows you to remove unfinalized claims and reopen finalized claims with a simpler action. You can easily adjust and manage your claims before processing with more flexibility.
20 April 2026Debtor accounts no longer create duplicates.
20 April 2026The "Variations from Past Calendar Months" section now displays correctly on all statements. You can now see all prior-period services for a statement period.
20 April 2026Assistive Technology budget calculations now correctly align opening balances and monthly spending within statements.
21 April 2026The Service Review board recognizes active default funding sources for bookings as expected. You can complete reviews without encountering an “Expired or Inactive Funding Source” message.
22 April 2026Quotes now display Care Management Funding and Funding Details correctly on items and summaries. You can clearly view accurate funding information while creating and reviewing quotes.
22 April 2026Quotes now automatically include the default funding items. You can create quotes faster without needing to add them manually.
22 April 2026Handling of calculations in the HACC MDS report is improved. You can generate reports with accurate amounts when the unit type is set to bookings.
22 April 2026Xero invoice export from bookings and fees is now handled. You can export invoices and have them correctly recorded as exported.
22 April 2026Invoice export to Xero now handles matching client contact names during export. You can export invoices using existing contact records without interruption.
22 April 2026Invoice export to Xero now handles line items with negative quantities. You can export invoices to Xero with accurate values for quantity and unit amount.
22 April 2026The Renewal Period field in Funding Source Templates and the Funding Period field in quotes now support a Quarterly Date option. You can set both fields to Quarterly Date when creating templates and quotes.
22 April 2026Form access in the mobile app has been improved. You can now open forms directly and complete them as expected.
23 April 2026Improved handling of client report export. Client reports in Reports > Client Reports now export when the Export Report button is clicked. You can generate and download client reports as expected.
23 April 2026Improved handling of case note saving on mobile devices. Case notes entered on mobile devices are now saved when completed in the CareVision Plus Mobile App.
24 April 2026Improved handling of export ID reuse in claims. Export ID values can now be reused in claim exports. You can complete exports smoothly when using the same export ID.
24 April 2026Improved handling of quote listing performance in the action board. Quote listing in Actions > Quotes & Contracts now loads faster. You can view quotes more quickly when browsing the action board.
24 April 2026Added a download button for schedule conflicts. The system supports a download button in Teams v1 and Teams v2 to export all conflicts for visible bookings based on the selected date range and applied filters. You can download and review conflicts in one file for easier planning.
24 April 2026The task creation process now allows tasks to be created without requiring a value in the Assigned To field. You can create tasks without assigning them to a user.
24 April 2026Unit fields in manual line items are now retained for recurring and once-off services after quote recalculation. You can reopen quotes and see unit details displayed without needing to re-enter them.
24 April 2026If Billing Options in General Config is set to Billing Contacts on Funding Sources, then the address shown on the SAH Monthly Statement will be the address of the billing contact on the client’s funding source.
New Features
DateRelease Note
20 April 2026The Claims Management Dashboard allows you to remove unfinalized claims and reopen finalized claims with a simpler action. You can easily adjust and manage your claims before processing with more flexibility.
22 April 2026Quotes now automatically include the default funding items. You can create quotes faster without needing to add them manually.
22 April 2026The Renewal Period field in Funding Source Templates and the Funding Period field in quotes now support a Quarterly Date option. You can set both fields to Quarterly Date when creating templates and quotes.
24 April 2026Added a download button for schedule conflicts. The system supports a download button in Teams v1 and Teams v2 to export all conflicts for visible bookings based on the selected date range and applied filters. You can download and review conflicts in one file for easier planning.
24 April 2026The task creation process now allows tasks to be created without requiring a value in the Assigned To field. You can create tasks without assigning them to a user.
Improvements
DateRelease Note
20 April 2026Debtor accounts no longer create duplicates.
20 April 2026The "Variations from Past Calendar Months" section now displays correctly on all statements. You can now see all prior-period services for a statement period.
20 April 2026Assistive Technology budget calculations now correctly align opening balances and monthly spending within statements.
21 April 2026The Service Review board recognizes active default funding sources for bookings as expected. You can complete reviews without encountering an “Expired or Inactive Funding Source” message.
22 April 2026Quotes now display Care Management Funding and Funding Details correctly on items and summaries. You can clearly view accurate funding information while creating and reviewing quotes.
22 April 2026Handling of calculations in the HACC MDS report is improved. You can generate reports with accurate amounts when the unit type is set to bookings.
22 April 2026Xero invoice export from bookings and fees is now handled. You can export invoices and have them correctly recorded as exported.
22 April 2026Invoice export to Xero now handles matching client contact names during export. You can export invoices using existing contact records without interruption.
22 April 2026Invoice export to Xero now handles line items with negative quantities. You can export invoices to Xero with accurate values for quantity and unit amount.
22 April 2026Form access in the mobile app has been improved. You can now open forms directly and complete them as expected.
23 April 2026Improved handling of client report export. Client reports in Reports > Client Reports now export when the Export Report button is clicked. You can generate and download client reports as expected.
23 April 2026Improved handling of case note saving on mobile devices. Case notes entered on mobile devices are now saved when completed in the CareVision Plus Mobile App.
24 April 2026Improved handling of export ID reuse in claims. Export ID values can now be reused in claim exports. You can complete exports smoothly when using the same export ID.
24 April 2026Improved handling of quote listing performance in the action board. Quote listing in Actions > Quotes & Contracts now loads faster. You can view quotes more quickly when browsing the action board.
24 April 2026Unit fields in manual line items are now retained for recurring and once-off services after quote recalculation. You can reopen quotes and see unit details displayed without needing to re-enter them.
24 April 2026If Billing Options in General Config is set to Billing Contacts on Funding Sources, then the address shown on the SAH Monthly Statement will be the address of the billing contact on the client’s funding source.
 

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