Release Note Summary
This release note update covers key features and changes released as of August 24, 2025.
What's New?
Service Calendar:
- A Date Picker has been added to the Service Calendar. You can now set the date before saving manually adding Delivered Services.
- The Service Calendar page refreshes, when a new service is added.
- Instructions are added for the Service Calendar page.
Account
- Facesheet: The Fax numbers are displayed for individual accounts with appropriate fax number.
- Communication: Apply Button is added to Communications page.
- A warning is now shown when deleting communications that have associated content preferences for the account: Warning on Account Saving
Communications Management
- New filters Top50, All, and AccountID added to Communications Management page.
Board Member Portal
- Community Events Calendar is added to Agency Overview panel.
Applicant Portal:
- Interests panel is renamed to "Interests/Other".
- A new Default county can be now set for Applicant Scenario's.
- School dropdown now filters by assigned school categories. Intake scenarios can now specify which school category to use for filtering.
- Demographic fields shown on the intake form are now configurable via the Applicant Portal Scenario Settings page, and defaults to 'all selected' for backward compatibility.
- The General Enquiry applicant scenario can be now hidden in Portal settings.
- A division filter is added with post back to the applicant page. The Program filter now refreshes based on the selected division.
- The Request Programs panel now displays even when only one program is configured.
Applicant List
- Applied On date filter is added to applicant page.
- Fixed filter logic: Inquiry Date now correctly filters by Submitted On.
- Grid and export now use Submitted On instead of Applied On.
- Status filter reset now defaults to All Active.
- Export updated to include Refer Date, used for applicant ranking.
Board Meeting
- The board meeting Title and information can be now added to the Calendar.
- Transport Requests: The route text filter is now converted to a dropdown.
Reserved words:
- New reserved words are added for Nurse Notes: [AcctNursingSummary:Type] and [MyAcctNursingSummary:Type]
Transport Requests:
- A new wizard allows bulk moving of clients between transport routes.
- Only active, uncompleted requests of the same type can be selected.
- Route dropdowns show only active routes; effective date must be tomorrow or later.
- Validations ensure route changes are appropriate and within request date ranges.
- Upon confirmation, requests are copied with new routes and start dates; original requests are ended the day before.
Assets:
- Filters ID, Name, Agency ID labels are made consistent with column names.
- The attribute date is enforced to be less than or equal to today's date.
Facility Inspection:
- Signatures can be now added to Facility Inspection.
Form Library:
-
All choosers are replaced with single chooser option and modes are added to chooser.
Complete List of Choosers:
- Assessment Tool
- Asset
- Asset Status
- Behavior
- Body Location - Back
- Body Location - Front
- Business Unit
- Campaign
- CAPA
- Citizenship
- Client Fund
- Client Group
- Community Event
- Contract
- Country
- Document Type
- Equipment Type
- Ethnicity
- Facility
- Family Member
- Gender
- Government Service
- Grant
- ICD10 Code
- ICD10 Z-Code
- ICD9 Code
- Incident Red Flag
- Incident Type
- Infraction Type
- Judicial Flag
- Language
- Medication Frequency
- Medication Route
- Medication Route
- Metric
- Metric Group
- Nationality
- Organization
- Outing Status
- Outing Type
- Personal Aspiration
- Personal Skill
- Personal Strength
- Portal Type
- Program
- Project
- Race
- School
- Sex at Birth
- Staff
- Staff Group
- Technology
- Vocational Interest
Program Group
Organization-specific program chooser is replaced with a unified view showing all active programs across organizations, including organization name for filtering.
Account Communications
- Configurable default communication settings are added per account type
- Relevant preferences can be applied during account creation based on available contact info.
Account Status
- Added gear icon to Status Wizard for quick access to setup (visible only to config users).
- Redesigned wizard setup UI to show all from/to combinations clearly.
- Added copy feature to duplicate settings between account types.
Bed/PICA Sweeps
- Missing items can be now added to the previous day, if the account has the appropriate privilege. These updates are audited: Usability of Bed and Pica Sweeps.
Secure Messages
- Secure message icon on the treatment plan page now shows a tooltip for submission status, hides when no submission exists, and links directly to the viewable submission.
What's Improved?
Forms
- The sort order issue for Races, Ethnicities, and Citizenship Statuses now works properly.
Account
- Client List: The optional column Programs (active) now appropriately displays only the active enrolled programs.
Applicant Portal:
- Extra quotes were showing when there is no description. A new option was added: “Use default panel instructions when blank” (enabled by default). This fixes the issue.
- Auto-hide behavior has been removed; panel visibility is now controlled via optional panel settings. This fixes the problem where the system was unable to show just one program on the applicant page.
Applicant List
- Applicant List Date and Status filters work properly.
- Submitted date now displays correctly and is no longer editable. Refer date has been moved to review panel and tracked in audit trail. Labels and layout have been updated for clarity.
Reserved words:
- Reserved word [AcctMostRecentActiveLifePlanStatus] now works properly.
Communications Management
- The Account Name filter is now working.
Vehicle Check-in/Checkout
- Vehicle check-in and check-out passengers now works properly and only accepts valid entries.
Secure Messages:
- Flagged and Hidden filters across Secure Messages and related components are made consistent.
- Flagged: All (default), Flagged, Unflagged.
- Hidden: All (default), Hidden, Not Hidden.
Program Workflow
Updated label on editemploymentplan.aspx workflow confirmation popup from “Date completed” to “Date of step completion” for improved clarity.