Sandbox Deployments 2026-05-15

Sandbox Deployments 2026-05-15

All
New Features
Improvements
All
DateRelease Note
8 May 2026Improved handling of quote printing. Downloaded PDFs now include all services correctly when generating quotes.
12 May 2026Added support in the Invoice component for the new fields: Funding Source and Use Default Funding.
12 May 2026A new Close Quarter button is added in the Statement Periods Management section of the Claims Management Dashboard when a closed period falls in the previous month of a quarter. You can close the quarter and calculate rollover funds for the next period, with a confirmation prompt and clear success or error message.
12 May 2026Added support for a new “Support At Home - Rollover Funding” fee billing category and fee item, set as a once-off with an effective date of Jan 1, 2026. This fee item is included in applicable SAH funding templates (excluding AT, HM, RC) as a non-default item with a zero or minimum rate.
13 May 2026Added support for calculating rollover SAH funds when closing a quarter. Quarters cannot be closed until 60 days have passed, and the earliest allowed close date is displayed.
13 May 2026Improved handling of Funding Sources in the quotes modal so fee items in the Fees and Charges section save to the correct Funding Source. Fee items linked to newly added Funding Sources now keep the selected value throughout the quote process, preventing incorrect assignments.
13 May 2026Improved handling of adding a client to a social group schedule. You can now add clients successfully, including for services with sleepover line items.
13 May 2026A new Timeline View is available in Community > Social Groups > Calendar, giving you a clearer way to view schedules across day, week, and month. You can switch views, expand the timeline, and see shift patterns, ad hoc bookings, and care plan items in one place.
14 May 2026Added support for generating Support At Home statements with correct rollover balances (10% or $1,000). Eligible rollover amounts are automatically applied and shown in the statement totals for accurate balances.
14 May 2026Added support for email notifications when sending Social Group event printouts, allowing recipients to receive details such as Transport Runs or Meal Plans directly via email. You can enable this in Settings > Notifications in the portal and Notification Settings in the new portal, where notifications are triggered when a social group event is published.
New Features
DateRelease Note
12 May 2026Added support in the Invoice component for the new fields: Funding Source and Use Default Funding.
12 May 2026A new Close Quarter button is added in the Statement Periods Management section of the Claims Management Dashboard when a closed period falls in the previous month of a quarter. You can close the quarter and calculate rollover funds for the next period, with a confirmation prompt and clear success or error message.
12 May 2026Added support for a new “Support At Home - Rollover Funding” fee billing category and fee item, set as a once-off with an effective date of Jan 1, 2026. This fee item is included in applicable SAH funding templates (excluding AT, HM, RC) as a non-default item with a zero or minimum rate.
13 May 2026Added support for calculating rollover SAH funds when closing a quarter. Quarters cannot be closed until 60 days have passed, and the earliest allowed close date is displayed.
13 May 2026A new Timeline View is available in Community > Social Groups > Calendar, giving you a clearer way to view schedules across day, week, and month. You can switch views, expand the timeline, and see shift patterns, ad hoc bookings, and care plan items in one place.
14 May 2026Added support for generating Support At Home statements with correct rollover balances (10% or $1,000). Eligible rollover amounts are automatically applied and shown in the statement totals for accurate balances.
14 May 2026Added support for email notifications when sending Social Group event printouts, allowing recipients to receive details such as Transport Runs or Meal Plans directly via email. You can enable this in Settings > Notifications in the portal and Notification Settings in the new portal, where notifications are triggered when a social group event is published.
Improvements
DateRelease Note
08 May 2026Improved handling of quote printing. Downloaded PDFs now include all services correctly when generating quotes.
13 May 2026Improved handling of Funding Sources in the quotes modal so fee items in the Fees and Charges section save to the correct Funding Source. Fee items linked to newly added Funding Sources now keep the selected value throughout the quote process, preventing incorrect assignments.
13 May 2026Improved handling of adding a client to a social group schedule. You can now add clients successfully, including for services with sleepover line items.
 

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