Changelog

Follow up on the latest improvements and updates.

RSS

  • Fixed linked property dropdowns not showing the correct terms in Form Builder
  • Fixed profile picture placeholder being in the wrong place in some cases
  • Add group/user/staff filters to Trends
Improvements
  • Improved database performance to enhance overall platform responsiveness.
  • Enabled advanced filtering for Recent Actions, making it easier to find specific activity.
  • Introduced Trends aggregates to support improved reporting and insights.
  • Added “Group Day Center” as a selectable business term.
Fixes
  • Fixed an issue where a warning icon appeared on activities even when they were not deleted.
  • Resolved a case where activity instructions were not syncing correctly.
  • Added validation when setting instructions on activities to prevent incorrect configurations.
  • Corrected pluralization, terminology, and styling for “All Service Users” in Home Care App.
  • Fixed text displayed in Schedule when no staff member is selected.

new

improved

fixed

Bug Fix

Export

Billing

🌟 Release Update – February 26th, 2026

  • Homecare Schedule is now available in the Homecare App and in the Schedule feature in StoriiCare
  • Moved Care Plan settings into the feature instead of business settings
  • Fixed issue where staff-only activities were missing from CSV exports
  • Added button to download ERA PDFs for paid claims
  • Virtualized Register for improved performance
  • eMAR ZIP file generation added to Exports feature
Bulk Actions for Payouts
  • You can now perform bulk actions within Payouts, making large-scale updates faster and more efficient.
Service Virtualization Enhancements
  • Improved virtualization support for Services to enhance performance and scalability when working with larger datasets.
Contacts Virtualization
  • Contacts lists now load more efficiently, improving responsiveness and usability.
Persistent Edit Icon on External Forms
  • The pencil (edit) icon now remains visible on external forms, providing clearer editing access.
Improved Face Sheet Field UI
  • Empty Face Sheet fields now display “Not on file” instead of “Unknown” for clearer and more accurate communication.
Accidents for Staff-Only Records
  • Accidents can now be saved for staff members only as well, expanding documentation flexibility.
Payouts CSV Export
  • Resolved an issue affecting CSV exports within Payouts.
Tax Rate Recent Actions
  • Fixed an issue where recent actions did not correctly reflect tax rate list changes.
Stedi Integration Fixes
  • Addressed multiple issues to improve reliability and stability.
Calendar
Display Issue
  • Fixed a UI issue and made deleted activity types more obvious
Discount Category Overlay Positioning
  • Fixed a UI issue causing the discount category overlay to display in the wrong position.
  • Fixed an issue with exporting Trends as a CSV
  • Improved system feedback when tasks are logged with a negative duration
  • Fixed an issue where exporting tasks to CSV would fail
  • Resolved CSS layout issues on the Schedule view when zoomed out
  • Implemented updates for Compliance feature for more stability
  • Added user attribution with relevant data to Recent Actions when there is extra view for relevant event for improved transparency
  • Expanded use of virtualized lists to improve performance with large datasets
  • Addressed multiple bugs affecting forms stability and reliability
  • Introduced token-based pagination to enhance scalability and performance when navigating large data sets
  • Added support for Arabic and CJK characters in prints
  • Resolved errors that could impact system stability.
  • Fixed issues with homecare visits not appearing correctly in invoicing plans.
  • Improved participant filtering behavior on tasks.
  • Introduced claim resubmission workflows with Stedi.
  • Added support for saving drafts when configuring Linked Properties in forms.
  • Improved performance and scalability of the Users list through virtualization.

new

improved

fixed

Bug Fix

Billing

🌟 Release Update – January 22th, 2026

  • Monthly birthday export to help teams better plan outreach and engagement.
  • New billing capability allowing services to be removed from billing plans more easily.
  • Resolved an issue with Events email CC settings not displaying correctly.
  • Improved permissions handling to ensure consistent access between settings and feature-level permissions.
  • Fixed an issue with the “Signed by” button in signature boxes not functioning as expected.
  • Addressed multiple Stedi-related errors, improving webhook reliability and PHP error handling.
  • Improved reliability of cutoff point handling within the form builder
  • Added clearer guidance for compliance
  • Improved visual consistency across DocStore
  • The Stripe setup tab is now always accessible
  • Fixed an issue where form links sent via email could fail to open
  • Resolved issues related to concurrent saving of user data
  • Fixed an issue allowing payer details to be saved even when not available in the dropdown
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