Release Notes

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.

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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

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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

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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

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