Production Releases 2026-07-24

Production Releases 2026-07-24

All
New Features
Improvements
All
DateRelease Note
20 July 2026Added support for bulk resync of Funding Source reference codes. This results in a more reliable process when updating multiple funding source reference codes at once.
20 July 2026Claim validation is improved. Bookings that use a default funding source are now checked using the correct funding details, helping ensure consistent validation.
20 July 2026Claims now use the selected override funding source when one is applied. This means amounts are calculated using the correct funding source, while continuing to use the original funding source when no override is applied.
20 July 2026Added support for validation warnings on exports for AT, HM, and RC bookings with incorrect funding source. A message is displayed during export when a booking is not using the correct funding source, such as “Booking is not using Assistive Technology Funding Source” or “Booking is not using Home Modification Funding Source”. You are informed so you can correct the funding source before export.
20 July 2026The system now supports overriding the funding source in Claims Management. This allows funding sources to be updated when managing claim records.
20 July 2026Funding source handling is improved for existing claims. Older claims now support funding source checks while keeping their original funding source details unchanged.
20 July 2026A new Funding Source Override column is available in Actions > Claims Management when viewing claim details. You can click Add Override for records with warnings to update the funding source directly, helping support correct processing without changing the original claim data.
20 July 2026Improved handling of invoices in the Claims Management Dashboard. When a funding source override is applied, invoices now use the selected funding source’s debtor references, funding references, and billing contact.
20 July 2026The Close Quarter button is normally available 60 days after the end of the quarter to allow time for corrections and adjustments. This restriction is currently disabled, so you can close the quarter at any time.
20 July 2026The Goals, Treatment Plans and Assessments section in Client Profile is improved to better support tracking of client goals and linking care domains to relevant areas of care. This helps align services with client needs and monitor progress more clearly. See Goals, Treatment Plans and Assessments Section in Client Profile.
20 July 2026You can now filter the Service Review and Service Review Adjustments boards by External Invoice Number. This makes it easier to locate bookings associated with a specific external invoice. See Filters on the Service Review Board.
20 July 2026A revamped interface is now available for Tasks & Shopping Lists in Client Profile. The layout is updated with the same actions and filters, so you can continue creating, editing, and viewing tasks.
20 July 2026Rollover of funding sources in bulk is supported. The system now supports rollovers initiated from the portal, automatically applying updates to each client’s primary funding source while maintaining existing integration behavior.
20 July 2026Improved handling of outlet IDs in the system. Claims now include outlet IDs during export, ensuring statement line items are displayed correctly.
20 July 2026Filtering is now available in the Claim IDs section of the Claims Management Dashboard. You can use the filter in the upper right to refine results by Service Group, Service Name, Client, Reconciliation Status, Service Type, Line Item Description, and Allocation Category. See Claims Management.
20 July 2026Improved handling of funding source template bulk sync. This allows Coordinator (Admin) users to sync funding source template references and entities across all clients without permission issues.
20 July 2026Added API support for validation warnings in the Claims Management Dashboard. This supports warnings on bookings when the funding source does not match or falls outside the funding period, helping you review claims before processing.
20 July 2026Improved handling of funding source validation in the system. For example, if a booking falls outside the funding period, “Booking date is outside Funding Source period” is displayed during export.
20 July 2026Improved handling of Instructions to Staff in the system. Newly added instructions now reflect correctly in shifts and adhoc shifts on the mobile app.
20 July 2026Funding Source period handling in Service Review Board is improved. A warning message, "Booking Outside Funding Period," now appears when the booking date is outside the effective period of the Funding Source, helping you identify bookings that do not align with funding dates.
20 July 2026The system allows payment files uploaded in the Claims Management Dashboard to be downloaded. You can access and retrieve payment files when needed.
20 July 2026A new warning is available for Restorative Care bookings in Service Review Board. A message, “Booking is not using Restorative Care Funding Source,” appears when a booking is not linked to a Restorative Care funding source, helping you review funding allocation before approval.
20 July 2026End-dated or archived billing categories already applied to a service are now visible for removal. Once removed, they cannot be selected again.
20 July 2026A new warning is available for Assistive Technology / Home Modifications (AT/HM) bookings in Service Review Board. A message, “One or more Billing Line Items is not allocated to AT/HM,” appears when a booking is linked to an incorrect funding source, helping you review funding allocation before approval.
20 July 2026Exporting claim details in Claims Management Dashboard > Claim IDs section is supported. A download button beside the filter icon allows you to retrieve all claim records matching your selected filters as a CSV file. See Claims Management.
20 July 2026Client Groups Section in Client Profile is improved with an updated interface to better manage client group information. Classifications help organise clients based on their care needs, medical requirements, and funding rules, providing clearer visibility for compliance and reporting. See Client Groups Section in Client Profile.
20 July 2026Updated handling of Assistive Technology Service Type Summary in Support at Home Statements. This results in a more accurate budget display when viewing the available budget for the statement period.
20 July 2026Added support for Restorative Care in generated statements. Statements now include a dedicated Restorative Care section, displaying eligible bookings, services, and management amounts when applicable.
20 July 2026A revamped interface is available in Actions > Claims Management. Rows are more compact, actions are grouped into a menu, and the notes side panel is wider for easier viewing.
20 July 2026In both Client and Staff Calendars, after editing a booking and saving, the calendar remains on the selected month. This allows you to continue working on bookings without being returned to the present month. See Calendar Section in Client Profile.
20 July 2026Improved handling of funding source validation in the system. Expired or inactive funding sources are now correctly identified, with “Expired or Inactive Funding Source” warnings displayed during service review.
20 July 2026The system now retrieves client and staff information using the connections endpoint when creating, opening, or editing quotes. This reduces unnecessary requests while all quote details continue to display and function as expected.
20 July 2026Generate funding sources for participants for the next quarter based on finalized periods. Use the "Rollover Funding Source" button to complete this. See article: How to Roll Over Funding Sources for a New Quarter.
20 July 2026Added support for uploading multiple payment files in Claims Management. The system supports selecting multiple CSV files with a file list display, remove actions, add more files, change files, clear all, and duplicate file prevention during upload. See: Uploading Multiple Payment Files to a Claim.
20 July 2026In Actions > Claims Management Dashboard, the Actions column in the Statement Periods Management section and the Status & Actions column in the Claims Management section are improved. Buttons are now displayed in two columns for a clearer view.
21 July 2026Loading of the Claims Action Board is improved. You can now access the board without interruption when viewing claims.
22 July 2026Uploaded payment files are now available for download in Actions > Claims Management. You can expand the Claim ID to view the file list and download each file individually. See Uploading Multiple Payment Files to a Claim.
22 July 2026Organisation Reference Identification handling in the system is improved. Each ID is now assigned to only one client, helping maintain consistent records.
22 July 2026In Dashboards > Funding & Budget Management, calculation of the Total Planned column is improved. Planned amounts are now reflected accurately to support clearer forecasting and budget review.
23 July 2026Sleepover handling in Employment Hero Integration is improved. Pre- and post-sleepover work types are now included in the output, helping ensure sleepover data is processed more accurately.
New Features
DateRelease Note
20 July 2026Added support for bulk resync of Funding Source reference codes. This results in a more reliable process when updating multiple funding source reference codes at once.
20 July 2026Added support for validation warnings on exports for AT, HM, and RC bookings with incorrect funding source. A message is displayed during export when a booking is not using the correct funding source, such as “Booking is not using Assistive Technology Funding Source” or “Booking is not using Home Modification Funding Source”. You are informed so you can correct the funding source before export.
20 July 2026The system now supports overriding the funding source in Claims Management. This allows funding sources to be updated when managing claim records.
20 July 2026A new Funding Source Override column is available in Actions > Claims Management when viewing claim details. You can click Add Override for records with warnings to update the funding source directly, helping support correct processing without changing the original claim data.
20 July 2026You can now filter the Service Review and Service Review Adjustments boards by External Invoice Number. This makes it easier to locate bookings associated with a specific external invoice. See Filters on the Service Review Board.
20 July 2026Filtering is now available in the Claim IDs section of the Claims Management Dashboard. You can use the filter in the upper right to refine results by Service Group, Service Name, Client, Reconciliation Status, Service Type, Line Item Description, and Allocation Category. See Claims Management.
20 July 2026Added API support for validation warnings in the Claims Management Dashboard. This supports warnings on bookings when the funding source does not match or falls outside the funding period, helping you review claims before processing.
20 July 2026The system allows payment files uploaded in the Claims Management Dashboard to be downloaded. You can access and retrieve payment files when needed.
20 July 2026A new warning is available for Restorative Care bookings in Service Review Board. A message, “Booking is not using Restorative Care Funding Source,” appears when a booking is not linked to a Restorative Care funding source, helping you review funding allocation before approval.
20 July 2026A new warning is available for Assistive Technology / Home Modifications (AT/HM) bookings in Service Review Board. A message, “One or more Billing Line Items is not allocated to AT/HM,” appears when a booking is linked to an incorrect funding source, helping you review funding allocation before approval.
20 July 2026Exporting claim details in Claims Management Dashboard > Claim IDs section is supported. A download button beside the filter icon allows you to retrieve all claim records matching your selected filters as a CSV file.
20 July 2026Added support for Restorative Care in generated statements. Statements now include a dedicated Restorative Care section, displaying eligible bookings, services, and management amounts when applicable.
20 July 2026You can now upload multiple payment files to a single claim in Actions > Claims Management. This allows you to add or replace files as needed when managing claim payments. See Uploading Multiple Payment Files to a Claim.
22 July 2026Uploaded payment files are now available for download in Actions > Claims Management. You can expand the Claim ID to view the file list and download each file individually. See Uploading Multiple Payment Files to a Claim.
Improvements
DateRelease Note
20 July 2026Claim validation is improved. Bookings that use a default funding source are now checked using the correct funding details, helping ensure consistent validation.
20 July 2026Claims now use the selected override funding source when one is applied. This means amounts are calculated using the correct funding source, while continuing to use the original funding source when no override is applied.
20 July 2026Funding source handling is improved for existing claims. Older claims now support funding source checks while keeping their original funding source details unchanged.
20 July 2026Improved handling of invoices in the Claims Management Dashboard. When a funding source override is applied, invoices now use the selected funding source’s debtor references, funding references, and billing contact.
20 July 2026The Close Quarter button is normally available 60 days after the end of the quarter to allow time for corrections and adjustments. This restriction is currently disabled, so you can close the quarter at any time.
20 July 2026The Goals, Treatment Plans and Assessments section in Client Profile is improved to better support tracking of client goals and linking care domains to relevant areas of care. This helps align services with client needs and monitor progress more clearly. See Goals, Treatment Plans and Assessments Section in Client Profile.
20 July 2026A revamped interface is now available for Tasks & Shopping Lists in Client Profile. The layout is updated with the same actions and filters, so you can continue creating, editing, and viewing tasks.
20 July 2026Rollover of funding sources in bulk is supported. The system now supports rollovers initiated from the portal, automatically applying updates to each client’s primary funding source while maintaining existing integration behavior.
20 July 2026Improved handling of outlet IDs in the system. Claims now include outlet IDs during export, ensuring statement line items are displayed correctly.
20 July 2026Improved handling of funding source template bulk sync. This allows Coordinator (Admin) users to sync funding source template references and entities across all clients without permission issues.
20 July 2026Improved handling of funding source validation in the system. For example, if a booking falls outside the funding period, “Booking date is outside Funding Source period” is displayed during export.
20 July 2026Improved handling of Instructions to Staff in the system. Newly added instructions now reflect correctly in shifts and adhoc shifts on the mobile app.
20 July 2026Funding Source period handling in Service Review Board is improved. A warning message, "Booking Outside Funding Period," now appears when the booking date is outside the effective period of the Funding Source, helping you identify bookings that do not align with funding dates.
20 July 2026End-dated or archived billing categories already applied to a service are now visible for removal. Once removed, they cannot be selected again.
20 July 2026Client Groups Section in Client Profile is improved with an updated interface to better manage client group information. Classifications help organise clients based on their care needs, medical requirements, and funding rules, providing clearer visibility for compliance and reporting. See Client Groups Section in Client Profile.
20 July 2026Updated handling of Assistive Technology Service Type Summary in Support at Home Statements. This results in a more accurate budget display when viewing the available budget for the statement period.
20 July 2026A revamped interface is available in Actions > Claims Management. Rows are more compact, actions are grouped into a menu, and the notes side panel is wider for easier viewing.
20 July 2026In both Client and Staff Calendars, after editing a booking and saving, the calendar remains on the selected month. This allows you to continue working on bookings without being returned to the present month. See Calendar Section in Client Profile.
20 July 2026Improved handling of funding source validation in the system. Expired or inactive funding sources are now correctly identified, with “Expired or Inactive Funding Source” warnings displayed during service review.
20 July 2026The system now retrieves client and staff information using the connections endpoint when creating, opening, or editing quotes. This reduces unnecessary requests while all quote details continue to display and function as expected.
20 July 2026Generate funding sources for participants for the next quarter based on finalized periods. Use the "Rollover Funding Source" button to complete this. See article: How to Roll Over Funding Sources for a New Quarter.
20 July 2026In Actions > Claims Management Dashboard, the Actions column in the Statement Periods Management section and the Status & Actions column in the Claims Management section are improved. Buttons are now displayed in two columns for a clearer view.
21 July 2026Loading of the Claims Action Board is improved. You can now access the board without interruption when viewing claims.
22 July 2026Organisation Reference Identification handling in the system is improved. Each ID is now assigned to only one client, helping maintain consistent records.
22 July 2026In Dashboards > Funding & Budget Management, calculation of the Total Planned column is improved. Planned amounts are now reflected accurately to support clearer forecasting and budget review.
23 July 2026Sleepover handling in Employment Hero Integration is improved. Pre- and post-sleepover work types are now included in the output, helping ensure sleepover data is processed more accurately.
 

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