Sandbox Deployments 2026-07-24

Sandbox Deployments 2026-07-24

All
New Features
Improvements
All
DateRelease Note
22 July 2026Markdown formatting is now available in the About Me section in Client Profile. You can format text and add longer content without a character limit.
22 July 2026Improved handling of services in the system for Russell Kennedy Support at Home Agreements. Services now display correctly when generating agreements.
22 July 2026The Goals, Treatment Plans and Assessments section have improved handling with a refined interface, enhanced trackables with a health goal trend chart, and more consistent editing and linked form behaviour, making information easier to review and manage.
22 July 2026Improved handling when accepting claim details with variances in the system. Claim details can now be accepted successfully after matching payment details are provided.
23 July 2026A Case Note Type dropdown is now available in Edit Booking page when Create Case Note box is ticked. You can select the case note type to be used, with only permitted options shown based on your access.
23 July 2026A CSV export is now automatically generated after funding source rollover in the system. Funding sources are exported as separate files grouped by status, making it easier to review and manage results.
24 July 2026Rollover calculations in the system are improved during closing periods. Rollover amounts now adjust automatically based on late payment changes, keeping carried-forward balances accurate.
24 July 2026Staff time logs in the system are improved for Head Office users. Time logs now include bookings from child branches when viewing a specific staff member, providing a more complete view of activity.
24 July 2026A new Download Native File option is available in the Status & Actions column in Actions > Claims Management. You can now download the original claim file with a timestamped name for easier tracking and reference.
24 July 2026Funding source template syncing improved. You can sync updates to client funding sources more efficiently, with existing sync behaviour unchanged.
New Features
DateRelease Note
22 July 2026Markdown formatting is now available in the About Me section in Client Profile. You can format text and add longer content without a character limit.
23 July 2026A Case Note Type dropdown is now available in Edit Booking page when Create Case Note box is ticked. You can select the case note type to be used, with only permitted options shown based on your access.
23 July 2026A CSV export is now automatically generated after funding source rollover in the system. Funding sources are exported as separate files grouped by status, making it easier to review and manage results.
24 July 2026A new Download Native File option is available in the Status & Actions column in Actions > Claims Management. You can now download the original claim file with a timestamped name for easier tracking and reference.
Improvements
DateRelease Note
22 July 2026Improved handling of services in the system for Russell Kennedy Support at Home Agreements. Services now display correctly when generating agreements.
22 July 2026The Goals, Treatment Plans and Assessments section have improved handling with a refined interface, enhanced trackables with a health goal trend chart, and more consistent editing and linked form behaviour, making information easier to review and manage.
22 July 2026Improved handling when accepting claim details with variances in the system. Claim details can now be accepted successfully after matching payment details are provided.
24 July 2026Rollover calculations in the system are improved during closing periods. Rollover amounts now adjust automatically based on late payment changes, keeping carried-forward balances accurate.
24 July 2026Staff time logs in the system are improved for Head Office users. Time logs now include bookings from child branches when viewing a specific staff member, providing a more complete view of activity.
24 July 2026Funding source template syncing improved. You can sync updates to client funding sources more efficiently, with existing sync behaviour unchanged.
 

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