Release Notes

December 2025 Release Notes

• Added facility-level Lockdown mode, which changes Top Navigation to a red background. • Added additional customizable Client Log fields (two text fields + one checkbox field). • Updated the Incidents with Follow Ups report to include consequences and merits/demerits when enabled and present. • Added a Kiosk Links &

Read More »

November 2025 Release Notes

• Updated Intake → Charges with new fields, multi-select support, and new sortable summary columns. • Updated Security → Inventory with: ○ Collapsible categories/sections ○ Greater customization across facilities/sites ○ Per-item “max amount” setting ○ Clear labels for current vs. max allowable amounts during add/remove ○ Contraband designation checkbox ○

Read More »

October 2025 Release Notes

• Added Max Number of Lessons in a Cycle to Scheduling → Activities. • Automatically removes discharged clients from future activities and creates a Client Log entry for documentation. • Automatically creates a Client Log entry when a client barcode card is scanned in/out of scheduled activities. • Approved Kiosk

Read More »

September 2025 Release Notes

• Improved mobile-friendly navigation for Module and Page menus. • Added feature for mandatory signatures on Forms (when configured). • Updated Outgoing Referral with additional fields. • Added Clinical → Kiosk Forms for clinicians to manage designated Kiosk Forms independently of Case Management. • Added therapist approval controls for Kiosk

Read More »

August 2025 Release Notes

• Automatically enables/disables LOGIN/LOGOUT on Security → Schedule based on the current schedule status. • Added a hover tooltip for Top Navigation restrictions: when “Multiple” is shown, hovering displays the full restriction list. • Added numeric counters to each Dashboard alert. • Improved OTC/Medication Log print layouts. • Improved Scheduling

Read More »

June 2025 Release Notes

Software Version 9.5.1.0 • Ability to place Clinical Treatment Notes on “hold” (for use with treatment note approval a/o medical billing features). • Ability to prefill Close Out information onto custom forms.

Read More »

May 2025 Release Notes

Software Version 9.5.0.0 • Ability for administrators to set rates and effective dates for program per diems directly in the Accounts Module. • Enhanced internal auditing for administrators, such as: which staff are viewing which client’s pages in the software, with corresponding timestamps. • Alternative upload method for SecurScan, independent

Read More »

March 2025 Release Notes

Software Version 9.4.8.0 • Enhanced participation tracking for groups and classes using Scheduling – Activities. • Clinicians and facilitators can now record attendance at the time of starting the activity, using checkbox options to indicate Present, Absent, or Excused – with the option to add notes. • Corresponding reports indicate

Read More »

February 2025 Release Notes

Software Version 9.4.7.0 • Ability to transfer a client’s entire record  from one site or facility to another – with billing reports automatically separating dates and facilities. • New admin-focused user roles for “View All” global access on the My Caseload and My Case Managers pages. • Ability to link

Read More »