Production Releases
Production Releases 2026-09-18
All New Features Improvements All Date Release Note 16 September 2026 HCP unspent fund rollovers are now carried into client SAH funding and displayed on the Client Profile. Closing the quarter also adds the rollover amount as a new funding fee item. ...
Production Releases 2026-09-11
All New Features Improvements All Date Release Note 07 September 2026 Improved handling of leave calculations in the Timesheet Dashboard for scheduled shifts with unpaid breaks. Unpaid breaks are now excluded, and leave is split into the correct paid ...
Production Releases 2026-09-04
<br> All New Features Improvements All Date Release Note 01 September 2026 Handling of payments and claims has been improved. Direct PRODA adjustments now appear on client statements. 02 September 2026 Improved handling of ...
Production Releases 2026-08-28
<br> All Improvements All Date Release Note 25 August 2026 Bulk approval handling in Service Review Board is improved. You can now approve bookings in bulk, reducing the need to process them individually. 28 August 2026 Improved ...
Production Releases 2026-08-24
<br> All New Features Improvements All Date Release Note 18 August 2026 Contacts previously listed with the relationship type “Twin Brother” are now recorded as “Family Member,” with eligible contacts also updated to “Emergency Primary” where ...
Production Releases 2026-08-14
<br> All New Features Improvements All Date Release Note 10 August 2026 Pay-period dates in Timesheet Dashboard now follow the organisation’s configured start day. The date range dropdown now displays each pay period as expected. 10 August 2026 ...
Production Releases 2026-08-07
<br> All New Features Improvements All Date Release Note 31 July 2026 Xero Billing (Direct Export) in the system now includes the full adjustment date and time when generating invoices. This ensures bookings within the selected period are ...
Production Releases 2026-07-31
&lt;br&gt; All New Features Improvements All Date Release Note 27 July 2026 Rollover calculations in the system are improved during closing periods. Rollover amounts now adjust automatically based on late payment changes, keeping ...
Production Releases 2026-07-24
&amp;lt;br&amp;gt; All New Features Improvements All Date Release Note 20 July 2026 Added support for bulk resync of Funding Source reference codes. This results in a more reliable process when updating multiple funding source reference codes ...
Production Releases 2026-07-17
All Improvements All Date Release Note 11 July 2026 Improved handling of Outlet Activity ID in CHSP DEX invoice export. The system uses the Ref36 value from the applied billing category for Outlet Activity ID, or uses the client’s funding source when ...
Production Releases 2026-07-10
All Improvements All Date Release Note 07 July 2026 Service Warning filters in Actions > Service Review now show only bookings with the selected warnings. This makes it easier to identify and resolve issues while reviewing services. 07 July 2026 In ...
Production Releases 2026-07-03
All New Features Improvements All Date Release Note 29 June 2026 Login handling on the mobile app is improved. Extra spaces at the end of the username or password are now removed automatically. 29 June 2026 Handling of form loading is improved on the ...
Production Releases 2026-06-26
All Improvements All Date Release Note 23 June 2026 Handling of rollover funding is improved. When generating statements, subtotals for funding fee items and rollover amounts are now calculated correctly, with rollover values no longer appearing ...
Production Releases 2026-06-19
All New Features Improvements All Date Release Note 15 June 2026 Employee Number column now displays the staff employee number. The ‘Email’ and ‘Work Email’ fields now show the correct column headers and data. 15 June 2026 Meal delivery print format ...
Production Releases 2026-06-12
All New Features Improvements All Date Release Note 05 June 2026 Cancelling bookings with cancellation reasons that have default bill if cancelled and default pay if cancelled will now reflect on the booking’s Billing and Payroll Updated SAH ...
Production Releases 2025-06-05
All New Features Improvements All Date Release Note 01 June 2026 New printout options are available in Social Groups. You can now generate Meal Delivery and Transport Run documents, download them as a PDF, or send them directly to the event manager’s ...
Production Releases 2026-05-29
All New Features Improvements All Date Release Note 22 May 2026 Editing a Social Group Planned Schedule now correctly retains your selected booking line item details. Previously saved values such as Claim Type, Bill Using, and Pay Using will now ...
Production Releases 2026-05-22
All New Features Improvements All Date Release Note 20 May 2026 A new Funding and Budget Management Dashboard is available in Dashboards > Funding & Budget Management. You can view client funding, budgets, and planned spending in one place to track ...
Production Releases 2026-05-15
All New Features Improvements All Date Release Note 07 May 2026 Two new fields: Funding Source and Use Default Funding, are now available in the Fees and Charges section of the Quote modal, indicating which funding source each fee item uses. These ...
Production Releases 2026-05-08
All New Features Improvements All Date Release Note 30 April 2026 In People > Contractors > Offered Services, deactivated services no longer appear in the dropdown when adding services to a contractor profile. 30 April 2026 Client status dates can ...
Production Releases 2026-05-01
All New Features Improvements All Date Release Note 24 April 2026 In Claims Management, claims can now be returned to an editable state using the “Unfinalize” action. 24 April 2026 In Claims Management, claims can now be removed before finalization, ...
Production Releases 2026-04-24
All New Features Improvements All Date Release Note 20 April 2026 The 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 ...
Production Releases 2026-04-17
Major Releases All New Features Improvements Major Releases Quote Improvements -Phase 2 Date Release Note 16 April 2026 Quote improvements for phase 2 are now released to production. See Quotes Modal Improvements. 16 April 2026 You can now view total ...
CareVision Q1 Release Highlights
Major Releases All New Features Improvements Major Releases What’s New on the Portal Feature Description Quote Improvements - Phase 2 Includes improvements to creating and managing quotes, along with a new quote print format. Quote improvements for ...
Production Releases 2026-03-20
Production Releases 2026-03-13
Production Releases 2026-03-06
Production Releases 2026-02-27
Production Releases 2026-02-20
Production Releases 2026-02-13
Production Releases 2026-02-06
Production Releases 2026-01-30
Production Releases 2026-01-23
Production Releases 2026-01-16
Production Releases 2026-01-09
Production Releases 2025-12-26
Production Releases 2025-12-19
Production Releases 2025-12-12
Production Releases 2025-12-05
Production Releases 2025-11-28
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