Ask a Question & Progress Summary (Client Profile) Client profiles now feature an AI assistant to query uploaded documents and summarize recent forms. Includes file attachments and exact source citations. EVV Transfer Status on Service Logs Approved service logs now display state EVV aggregator status (e.g., Sandata) directly on the log row and within a new "Aggregator transfer" section in the details. Assign Caseloads Improvements (Admin) Staff and Client selectors now load and search incrementally, keeping large organizations fast and responsive while scrolling. Week View PDF Export for Schedule The weekly schedule view now includes a download button to export Assignments and Activities as a PDF. Location Permission Prompt for Shift Tracking Clearer prompts explain why background location tracking is needed before a shift starts, with direct links to device settings. Cross-App Navigation Case managers can now jump instantly between the mobile app drawer and the Admin Panel via matching sidebar links. Collapsible Calendar Summary The calendar summary section can be minimized to expand the main schedule view. Quick Actions Search (Admin) The dashboard's Quick Actions row now features a search field to filter modules and forms instantly. Bug Fixes Assignments & Scheduling: Fixed missing staff in dropdowns, corrected recurring assignment display windows, and ensured course details show fully. Assignment updates (adding/removing clients, deletions) now reflect immediately. Fixed "Other Schedules" visibility logic and preserved typed text when switching assignment views. Forms & Logs: Service logs and Case Notes now sort correctly by your chosen date criteria and respect staff filters immediately upon load. eSignature Workflows: Sent workflows can now be renamed. Fixed a bug where editing a draft silently wiped other fields. Timesheets: The "New Entry" button instantly respects real-time permissions without needing a refresh. General & Admin: Restored visible text cursors in search fields. Fixed search fields losing typed text upon background loads and dropdowns failing to show newly loaded results.

What's New in 6.7.0 Support for schedule management for academic setup We've expanded scheduling to better support course-based and academic programs, along with several assignment-related fixes: New scheduling options for course-based programs, including term-based setups Added a consolidated client/staff schedule view for course-based programs Other New & Improved Save-as-you-go on multi-page forms — Forms like the SIR now have a Save button on every page, so you don't lose progress. Assignments, timesheets, and mileage logs now show start and end times right on the card in day and week view Custom PDF templates — Organizations that need a custom SIR PDF format can now have one set up. More accurate location data — Improved how addresses are stored for more reliable location matching. Fixes Fixed a glitch in the client search bar under Other Schedules. Fixed sub-programs not picking up service code settings from their parent program. Fixed renaming an e-signature workflow without needing to also change recipients or documents. Fixed program assignment changes for clients and staff not saving correctly. Several onboarding fixes: service codes now appear correctly after being added, caseload lists scroll properly, active/deactivated filters work correctly, and staff search is easier to use. Polished cursor and pointer behavior across the Admin app.

Attendance Day View: New drill-down day view with By Client and By Shift tabs, color-coded attendance status, entry history, filters, and inline editing. Job Coaches can mark In/Out and undo entries, while Case Managers can also add, edit, and delete entries, including for past dates. Full-Shift EVV Location Tracking: Optional background location tracking throughout a shift to support Electronic Visit Verification (EVV), with offline syncing, permission guidance, and automatic start/stop at clock-in/out for organization who want to opt in. Bulk PDF Downloads: Export submitted form logs as a single ZIP of PDFs for a selected date range across supported forms. Quick Actions Configuration: Configure, reorder, show/hide, and customize mobile dashboard quick actions by entity, with organization defaults and drag-and-drop management. Schedule: Fixed issues creating activities, closing edit forms after saving, and deleting mileage logs from the calendar. Client Documents: Resolved folder picker, sorting, pinning, document menu, and folder visibility issues, plus improved error handling. Notifications & Assignments: Improved messaging when opening notifications or assignments that have been deleted. Service Logs: Fixed incorrect location discrepancy calculations when GPS coordinates were unavailable.

Schedule Create Activity is now available directly from the staff calendar FAB; the assigned staff member is pre-filled when creating from a staff schedule Approving or rejecting a mileage log from the schedule now updates its status immediately — no full-page refresh needed Timesheets Shift duration is now consistent across the Timesheet List, Edit Timesheet screen, and active clock-in bar Added "Unselect all" to the bulk selection bar Service Logs Service logs are now accessible directly from the client profile Mileage Mileage log chips now show the created time instead of arrival time Forms Save and Submit are now a single swipe button: tap to save as draft, swipe fully to submit; the swipe is locked while the form is invalid Custom PDF templates can be now be supported to generate a form PDF in specified format Fixed skill step fields not rendering when no skill was selected Client Profile Pinned documents now refresh automatically after pinning or unpinning — no need to leave and reopen the profile Pinned documents now have an actions menu (⋮) with Download and Remove from Quick Access options A new AI-powered Smart Client Briefing card is now available on the client profile The "About Client" section has been removed from the client profile and those documents are available through 'Documents' section

What's New in 6.4.3 Release Improved Clock-In Experience for EVV Programs Staff using programs that require location for clock-in now get clear, actionable guidance when something goes wrong. If location access is denied or unavailable, a dialog explains exactly what needs to be fixed and makes clear that clock-in is blocked until resolved. More Accurate Service Log Discrepancy Alerts Discrepancy alerts in service log details are now more specific — instead of a generic warning, messages identify exactly what's mismatched or missing on the cards. Additionally, organizations that have certain discrepancy alerts disabled will now see them hidden correctly. Mileage Log Submission Bugfix Mileage logs submission will now be correctly enables as long as mandatory fields are entered in the log AI Form Summary for other forms AI Form Summary is now available for ISP and Behavior logs in addition to other forms like case notes

New Features: - Two Schedule Quick-Access cards on the dashboard let Case Managers view up to two staff or client schedules side-by-side without leaving the page. Admins can now bulk approve or reject timesheets — long-press any timesheet tile to enter selection mode, pick multiple entries, and confirm via the action bar or right-click menu (web). - AI-powered Form Summary Chat lets Angie summarize form logs and answer questions about them directly in the client profile. - When a client has multiple Direct Support staff, the Send Reminder button now opens a picker so the Case Manager can choose which staff to notify. - Mileage approval system with configurable caps per entity is now available. - The User Membership page (admin) now supports infinite scroll, server-side search, role-color chips, sortable columns, and per-row Edit/Delete actions — all updated in real time via WebSocket. Improvements - Schedule and attendance data now stays in sync automatically — hour totals split correctly across midnight and period boundaries, cross-midnight shifts appear on every day they overlap, and attendance updates in real time across the dashboard and list after any clock-in, service log, or T-Log change. - Case Managers acting as Direct Support now appear in every staff picker (timesheets, mileage, service logs, assignments, to-dos, activity creation), and all lists refresh automatically when the entity context changes — search and pagination preserved. - General usability polish: document taps open files directly, form dates are preserved in drafts and visible on details and PDFs, chat messages are selectable and copyable, and text fields have consistent styling and spacing throughout the app. Bug Fixes - Fixed several schedule and timesheet issues: editing or deleting a timesheet now immediately reflects in all views without a refresh; a blank/green screen no longer appears when editing an assignment from within a timesheet; recurring assignment deletion no longer retains the wrong occurrence; and a new Weekly Schedule appears instantly after creation. - Fixed multiple form and notification issues: form logs in the client profile are restored to chronological order (no longer grouped by reporter); the Notifications page no longer crashes when opening a punched timesheet notification with recurring dates; and backdate-related form bugs are resolved. - Fixed miscellaneous app issues: staff avatars no longer crash on names with consecutive spaces; the mileage filter clear button and approve/reject actions now work consistently; the month view calendar filter icon is visible on mobile; the attendance count on the dashboard and list now always agree; and the billing report correctly shows data for test clients in production.

Multi-Role Support Switch between roles like Case Manager and Direct Support from a single account — no separate logins needed. Smarter Service Log Management Service logs are now automatically evaluated for EVV compliance based on certain criteria when a job coach clocks out, reducing the manual review burden for Case Managers. Case Managers can also filter logs by status (Pending, Approved, Rejected) and see a live count of logs awaiting review. Calendar & Scheduling Improved calendar display with a cleaner layout. Case Managers can now edit activities created by any staff member in the system. Timesheet Self-Management Eligible Direct Support staff can now create, view, edit, and delete their own timesheets directly in the app. Dashboard Improvements A new search bar on the Case Manager dashboard makes it easy to find staff by name. Forms Forms in the Client Profile are now grouped by reporter, and draft forms show when they were created and last updated.

Modifications to timesheets display, flow and features CM timesheets are now editable Timesheets are now ordered ascending in date and time Messaging chat order fixed to show oldest to latest Support for new attendance and payroll report

Added specific date selector for reports Ability for CM to clock out staff New Training module Resolve Current Location to Address in mileages Added Onsite Activity Types Selection in Activity Creation Fixed bugs

- New Trainings Module - New Attendance Logs - Events (Activities and Todos) Rework with Bug Fixes - PDF Generation Updates - Mileage Log stop locations now show actual address instead of "Current Location" placeholder text - Fix for form save changes not being reflected after successful updates - File attachments now support photo gallery selection or camera upload - Case managers should see forms they created in quick actions

- Ability for CM to Clock Out Staff from Timesheets Page - Added Start-End Date Selection in Reports Generation to be able to generate reports for specific date ranges - Forms created by CMs are now returned in QAs/Client Profile Fix - Unauthorized Users Stuck on dashboard are now logged out automatically instead of staying on the page with error - Form Save Deletion is now functional - Timesheet Creation does not return an error anymore and displays successful status

* Add Loading Icon to Address Autocomplete Textfield * Ability to Edit/View All Forms as CM * Modifications to Optimize Schedule PDF Download View * Notifications for various modules in the app * MAR Past Logs + Updates * Flutter Upgrade * Ability to Update Client Profile Picture as CM

- Weekly Schedule Module Refactor - Service Log Custom Date Range and Client/Staff Filters with Pagination - Total Hours shown in Service Log Module - Today's Data Page and Percentage Donut Functional Again! - Timesheet Auto-Calculated Duration Text Field in Creation Page - Organization Name and Programs shown in Account Info Menu Page - Forms Sortable by Priority in Quick Actions

- Incorrect timesheet processing bug fixes - Addling timesheets in schedule view

- Approval system for timesheets - Client/staff filter in Forms Quick Actions - Fixes to assignments bug

- Display Total Mileage in Mileage Logs - Daylight Savings Time (DST) Calendar Fixes in Assignments Module - Alphabetize by name in Filter Direct Staff - Add Reports Page to CM View for Generating Monthly Reports - Add a Filter on Timesheets List Page to Show TBD vs Shift-Linked Timesheets - Automatic addition of service codes and clients to TBD timesheets - 5 minute margin added to the shift linked timesheet

Fixed schedule hours showing incorrect value and service logs not showing all logs correctly

- Modify the UI for Angie to Support Sending Attachments - Show Hours since Clocked-In in the Staff List in Timesheets Module CM View - Change the Assignment Creation Flow for Clients in Other Schedules - Unable to Submit Weekly Schedule Bug Fix and Refresh Callback Added with UI Validation Improvements - Timesheets Loading Infinitely Bug Fix when Created from Overlap Warning State with UI Consistency