Sandbox Deployments 2026-06-26

Sandbox Deployments 2026-06-26

All
New Features
Improvements
All
DateRelease Note
22 June 2026New rollover actions are available in Actions > Claims Management > Statement Periods Management. On quarter-ending periods, authorised users can use “Rollover Funding Source” to generate next period funding based on the participant’s remaining balance, and “Rollover HCP Unspent Funds” to carry over unspent amounts.
22 June 2026A CAPTCHA check is now included when you sign up for a new organisation account in the CareVision portal. You must complete the CAPTCHA step to finish the sign up process and create the organisation account.
23 June 2026Staff leave records with overlapping times now export correctly in payroll. Approved leave is included when applicable, reducing missing leave entries.
23 June 2026Improved handling of preloaded bookings in Care Plans. Cancelled bookings are now recreated as preloaded bookings that reflect the updated care plan, and include updated preferred worker, tasks, and instructions.
24 June 2026Improved handling of billable totals on the Staff Profile time log summary. Billable hours and amounts are now calculated and displayed correctly based on eligible bookings and time logs.
24 June 2026Improved handling of task updates in Care Plans. Tasks added or updated in a care plan now appear in the staff calendar after publishing, without affecting tasks added directly in the calendar.
25 June 2026Improved handling of funding period display in Support at Home Statements. Assistive Technology (AT) and Home Modifications (HM) budgets now show their start and end dates in statements.
25 June 2026New “Sync to Client Funding Sources” and “Bulk Sync Funding Source Templates” actions are available in Settings > Funding Source Templates. You can sync services, billing categories, line item templates, and fees to linked client funding sources for one or multiple templates in a single step.
25 June 2026Improved handling of invoice numbering in Exports for Business Central. Invoice numbers are now generated and ordered consistently per client, with correct sequencing in exported data.
25 June 2026Bulk approval handling in Service Review Board is improved. The system processes selected records successfully, supporting bulk approval across selected date ranges.
25 June 2026End-dated or archived billing categories already applied to a service are now visible for removal. Once removed, they cannot be selected again.
25 June 2026Improved handling of employment start dates in Staff Profile and Staff Reports. Employment start dates in exports now match the date shown on the staff profile, based on the staff’s timezone.
25 June 2026Improved handling of the “Missing Billing Categories” filter in Service Review Board. The filter now shows only bookings without billing categories, helping you identify and review items more accurately.
25 June 2026Improved handling of “Worker Running Late” notifications. Notifications are no longer sent for bookings when a client is marked as Exit Complete or when the booking is removed or reallocated.
25 June 2026Scheduled breaks are now included in the Calendar across web portal and mobile. Staff members can see added lunch and tea breaks in their calendar, matching what is shown in the Scheduling Board.
25 June 2026A new Location Management feature is available in Settings > Locations. You can view, create, edit, search, and delete all locations in your organisation from one screen. The location details form includes searchable dropdowns and required field checks.
26 June 2026Funding source handling in Service Review Board is improved. Bookings now show “Expired or Inactive Funding Source” instead of “Missing Funding Source” when the funding source falls outside the selected date range.
26 June 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.
26 June 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.
26 June 2026Added support for converting basic funding sources to advanced mode using templates. The system now applies funding fee items and service program allocations in bulk during the conversion process.
26 June 2026A new requirement is introduced in Settings > Exports for Support at Home invoice exports. You must select at least one Outlet ID to generate an export, with the option to select multiple Outlet IDs in the Select Outlet ID field.
26 June 2026Improved handling of file naming in Reports > HR Reports. Downloaded HR reports now use the correct file name, making files easier to identify.
New Features
DateRelease Note
22 June 2026New rollover actions are available in Actions > Claims Management > Statement Periods Management. On quarter-ending periods, authorised users can use “Rollover Funding Source” to generate next period funding based on the participant’s remaining balance, and “Rollover HCP Unspent Funds” to carry over unspent amounts.
22 June 2026A CAPTCHA check is now included when you sign up for a new organisation account in the CareVision portal. You must complete the CAPTCHA step to finish the sign up process and create the organisation account.
25 June 2026New “Sync to Client Funding Sources” and “Bulk Sync Funding Source Templates” actions are available in Settings > Funding Source Templates. You can sync services, billing categories, line item templates, and fees to linked client funding sources for one or multiple templates in a single step.
25 June 2026A new Location Management feature is available in Settings > Locations. You can view, create, edit, search, and delete all locations in your organisation from one screen. The location details form includes searchable dropdowns and required field checks.
26 June 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.
26 June 2026Added support for converting basic funding sources to advanced mode using templates. The system now applies funding fee items and service program allocations in bulk during the conversion process.
26 June 2026A new requirement is introduced in Settings > Exports for Support at Home invoice exports. You must select at least one Outlet ID to generate an export, with the option to select multiple Outlet IDs in the Select Outlet ID field.
Improvements
DateRelease Note
23 June 2026Staff leave records with overlapping times now export correctly in payroll. Approved leave is included when applicable, reducing missing leave entries.
23 June 2026Improved handling of preloaded bookings in Care Plans. Cancelled bookings are now recreated as preloaded bookings that reflect the updated care plan, and include updated preferred worker, tasks, and instructions.
24 June 2026Improved handling of billable totals on the Staff Profile time log summary. Billable hours and amounts are now calculated and displayed correctly based on eligible bookings and time logs.
24 June 2026Improved handling of task updates in Care Plans. Tasks added or updated in a care plan now appear in the staff calendar after publishing, without affecting tasks added directly in the calendar.
25 June 2026Improved handling of funding period display in Support at Home Statements. Assistive Technology (AT) and Home Modifications (HM) budgets now show their start and end dates in statements.
25 June 2026Improved handling of invoice numbering in Exports for Business Central. Invoice numbers are now generated and ordered consistently per client, with correct sequencing in exported data.
25 June 2026Bulk approval handling in Service Review Board is improved. The system processes selected records successfully, supporting bulk approval across selected date ranges.
25 June 2026End-dated or archived billing categories already applied to a service are now visible for removal. Once removed, they cannot be selected again.
25 June 2026Improved handling of employment start dates in Staff Profile and Staff Reports. Employment start dates in exports now match the date shown on the staff profile, based on the staff’s timezone.
25 June 2026Improved handling of the “Missing Billing Categories” filter in Service Review Board. The filter now shows only bookings without billing categories, helping you identify and review items more accurately.
25 June 2026Improved handling of “Worker Running Late” notifications. Notifications are no longer sent for bookings when a client is marked as Exit Complete or when the booking is removed or reallocated.
25 June 2026Scheduled breaks are now included in the Calendar across web portal and mobile. Staff members can see added lunch and tea breaks in their calendar, matching what is shown in the Scheduling Board.
26 June 2026Funding source handling in Service Review Board is improved. Bookings now show “Expired or Inactive Funding Source” instead of “Missing Funding Source” when the funding source falls outside the selected date range.
26 June 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.
26 June 2026Improved handling of file naming in Reports > HR Reports. Downloaded HR reports now use the correct file name, making files easier to identify.
 

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