We're updating our platform's look and feel to better support our mission of helping providers deliver exceptional care, reflecting our ongoing commitment to enhancing your experience.

Bug fixes

Security improvements and support iOS 18

Single sign-on will be on by default if used by your organization. If this is not used, you will go to the regular login screen.

- Mobile SSO - More granular access to security functions: adding new resident contacts and new professional contacts are two different permissions - Ability to create activities against an account or lead without having Add/edit access to accounts or lead

1. Configurable mandatory fields for lead information 2. User-defined filters

1.Real-time insurance eligibility check 2.Auto Possible Placement 3.Easy access to recently viewed accounts and contacts 4.Add MBI# to resident demographic 5.Assign lead to other users 6.Mark Proxy lead as Invalid/Duplicate 7.Filter the lead list by lead date range 8.Improved UI and workflow to add Additional Information 9.Cancel an activity

1)New, easier to navigate UI 2)Users can view documents that were attached to the lead record 3)User can create and save insurance information 4)User can create a contact as a lead 5)User can add multiple accounts to a lead 6)User can create Tour as a new activity type 7)Lost to competitor documentation 8)Added referred by info to lead 9)Integrated Address Search and Map Display 10)Activity Calendar Look 11)Lead List Filter by Facility 12)Quick Add Menu 13)Mandatory Activities 14)Ability to assign Activity to another user 15)Ability to mark “Do Not Contact Resident”

Activities can now be assigned to other teammates. Predefined activities can be added to leads. A primary contact can now be set for a resident’s professional contacts. Follow-up activities can now be created. User defined fields can be created so you can add custom information for contacts and leads. Resident and professional contacts can now be created separately. Context Menu is now easier to find and is simpler to use. Report filters can now be customized.

Minor enhancements and bug fixes, including: 1.Remember username 2.Display multiple time zones 3.Updated workflow for adding a resident to a lead 4.Ability to login using Alternate PIN/password