October was a big month for Binti. Here are the updates we think will make the biggest difference in your day-to-day work, from smarter Universal Search to hospital respite and simpler service referrals.

Here's what's new.

Licensing

Find more people with improved Universal Search

Universal Search now finds people associated with foster care applications at your agency, as well as applications at agencies you work directly with, if applicable. For example, a state agency can now search for people associated with applications at its partner private agencies.

Universal Search now also recognizes typos and names that sound alike, so searching for “Smyth” can still find “Smith.” Your search term now stays in the search box on the results page, making it easy to adjust your search without retyping.

Clearer experiences for applicants and references

• A copy for your records. References now get a PDF of their signed reference form by email. Available at agencies where this feature is turned on. Please contact your CSM for more information.
• Straight to the right page. Document expiration reminders now link directly to the upload page for that document.
• Answers that stay put. On forms available in more than one language, answers are now kept when you switch or save in another language.
• Easier navigation. The Personal Information page now has a breadcrumb back to your application.
• Other adults stay in the loop. When a new license is started, other adults on the application now get an email letting them know what's left to do. Available at agencies where multiple licenses are turned on. Please contact your CSM for more information.

Improved visibility into background check history

Application History now shows background check activity for Other Adults, including adults who were later removed.

For license transfers, receiving agencies now see every background check that was shared, and the transfer form shows which checks match and which will appear under the sender's name. License transfer features are available at agencies where they're turned on. Please contact your CSM for more information.

Family Finding

Genograms are easier to read and update

• Genogram cards now show “(Deceased)” under the name for anyone marked deceased, matching the Connections list. It also appears in Download.
• Descriptions like “Relative,” “Married,” and “Divorced” now show as plain text everywhere, including the relationships table, the genogram, and dropdowns.
• When Binti asks “Who is their parent?” (or child, sibling, or partner), you can now choose several people, such as an aunt with multiple children, and each choice creates its own relationship. “Unknown / not listed” can't be combined with names, and leaving a prompt unanswered won't stop you from saving.

Placements

Placement Search dashboard and workflow improvements

• The Placement Search Dashboard and its CSV now show the Placement Need Summary.
• The My Open Searches count now matches your Placement Searches dashboard, even when a search has more than one worker.
• The Call Log browser tab now names the child, so it's easier to keep several open at once.

Service Referral Management

Service referrals, simplified

• Choose your columns. The Service Referrals dashboard has a new Columns button, and your choices are saved between visits.
• More referrals at a glance. The dashboard now opens with 100 results per page instead of 20.
• Fewer accidental accepts. A confirmation window now appears before a referral is accepted.
• Unarchive service contracts. Archived contracts can be brought back with one click.
• Cases no longer break referrals. When a case is deleted, its referrals keep the Case ID, marked “(Deleted).”
• Add a child on a closed case. Providers can now add a new child directly from the referral. Available to providers at agencies with closed-case access enabled, whose roles can create children and edit referrals.

In Summary

This month's updates share a goal: less time searching and double-checking, and more time for the children and families you work with. You can find people faster, record care more accurately, move referrals along with fewer clicks, and keep family connections clear and up to date. Applicants, references, and other adults also get clearer communication along the way.

Thank you for the feedback that shaped so many of these changes. Keep it coming, and talk to your Binti CSM about turning on any feature marked “available where turned on.” We're already working on what's next.

As we head into October, we're wrapping up September with updates that give agencies more control over application workflows, help prevent duplicate records, and make key information easier to find across Licensing, Family Finding & Engagement, Placements & Care Management, and Service Referral Management.

Here's what's new.

Licensing

⚙️ Required Information Before Status Changes

Agencies can now choose information, such as provider id and  approval worker, that must be filled in before an application can move to a new status.

What's improved:

• If required information is missing, workers are asked to complete it before moving the application forward.

This makes sure important information is captured at the right point in the application process. Reach out to your Binti team to set up status requirements for your agency.

🔍 Fewer Duplicate Records During Intake

We added new checks to the caregiver intake flow to help prevent duplicate records.

What's improved:

• If an applicant's or co-applicant's Person ID is already in use at the agency, workers see a message right away and can correct it before moving on.
• If a Family ID or RFA ID is already in use, workers see which ID is the duplicate, with a link to the existing license.
• For agencies using the new intake flow, "Did you mean" suggestions show possible matches, including similar spellings, as workers add a new person.

📱 Better Mobile Experience in the Applicant Portal

We made the Applicant Portal easier to use on phones and other small screens.

What's improved:

• Application stage titles, long form titles and reference fields display more cleanly in portrait mode.
• Embedded orientation videos fit the screen width, even when the device is rotated.

These updates make it easier for applicants to complete forms and move through their application from a mobile device.

Family Finding

🧬 Clearer Potential Kin Online Search (PKOS) Results

We improved how Potential Relatives and Kin are organized in PKOS.

What's improved:

• Results are sorted by strength of association, with the strongest connections first.
• People who appeared as both a Relative and Kin are now listed once, under Potential Relatives.
• Email addresses and phone numbers from CLEAR reports show up more consistently, without needing to open the PDF report to find them.
• New guidance explains how CLEAR finds potential relatives using surnames and aliases.

Placements

🏡 Smarter Defaults in View Matching Families

When you click View Matching Families for a child, two filters are now applied automatically:

• On Hold is set to Not on Hold, so families on hold are filtered out.
• Minimum Availability matches the number of children in the search (1 bed for one child, 2 beds for a child and a sibling, and so on).

You can still change either filter after the results load.

👩‍👧 Redesigned Child Requirements in the Caregiver Portal

The redesigned Child Requirements experience is now available to caregivers.

What's improved:

• Incomplete, Complete, and All tabs, with Incomplete shown first.
• Sorting that puts overdue and upcoming requirements first.
• Updated status and date filters.

Caregivers and caseworkers now see a more consistent experience, and families can quickly see what needs their attention.

Service Referral Management

🗂️ Redesigned Service Referral Details Page

The page has been reorganized so a referral's status and next steps are at the top.

What's changing:

• The Status section is now at the top of the page, with Accept, Reject, and Close Referral actions in that section.
• A new Edit button opens a side panel for updating the Acceptance Date, replacing the previous pop-up window.
• The Details and Recipients sections are now one section, and section titles are shorter.

In Summary

September's updates focus on reducing duplicate work, giving agencies more control over their workflows, and making information easier to find and act on. 

As we head into September, we’re wrapping up August with a few more updates designed to improve Family Finding visibility, AI-powered documentation, and the reliability of training workflows. This round also introduces a new name for one of Binti’s AI experiences.

Here’s what’s new.

Family Finding

🔎 More Child Context in Potential Kin Online Search Audit Reporting

We’ve added Associated Child(ren) to Potential Kin Online Search (PKOS) Audit Reporting, giving Family Finding teams and supervisors clearer visibility into which children a potential kin online search supported.

What’s improved:

• A new Associated Child(ren) column identifies children connected through the Link Potential Connections workflow.
• Multiple children are displayed when a search supports connections for more than one child.
• Child names link directly to their Child Data page for quicker navigation.
• A new multi-select Associated Child(ren) filter makes it easier to find searches connected to specific children.
• Associated child information is now included in CSV exports.

If a search did not result in potential kin being linked or updated for a child, the field will remain blank.

These updates make it easier to connect PKOS search activity back to the children and casework it supports.

AI & Transcription

✨ Meet Binti Scribe

Fill Forms is becoming Binti Scribe!

The new name better reflects what the tool does: using AI to help teams turn source materials into documentation drafts more efficiently, reducing time spent on administrative work.

What’s changing:

• Fill Forms is now called Binti Scribe throughout Binti.
• Updated navigation makes Binti Scribe easier to recognize and find.
• The homepage now features Binti Scribe Drafts, including a unified Items to Review count.
• Completion emails and the Binti Scribe workspace use the new branding.
• Existing drafts, saved work, permissions, and access carry over automatically.
• For drafts involving Binti Sign documents, actions in the Form or Note column now wrap onto separate lines rather than overflowing the table.

The refreshed experience makes Binti’s AI-powered drafting capabilities easier to discover while better reflecting how Scribe can help teams spend less time drafting documentation from source materials.

Please note: This enhancement is rolling out in phases for Binti’s AI customers. 

Licensing

🎓 Improvements to Renewal Training Requirements

Renewal training requirements can now accommodate when household roles change—such as when a co-applicant transitions to the primary applicant on a subsequent renewal.

What’s improved:

• Binti now follows application history across applicant and co-applicant role changes.
• Renewal training requirements continue to generate as expected following household role changes.
• Existing valid training requirements are no longer removed when a new renewal is created.
• Previously affected renewal records are being adjusted to restore the appropriate application history and requirements.

This update helps maintain accurate and continuous training requirements throughout a family’s renewal history.

In Summary

August’s updates continue our focus on making information easier to find, reducing administrative effort, and helping workers move through everyday workflows with greater clarity and confidence.

August brought updates designed to make everyday work in Binti more connected, efficient, and easier to manage. This month, we introduced more helpful AI guidance, expanded notification options, and made reporting and outreach tools more flexible.

Here is what’s new.

AI & Transcription 

✨ Get Started Faster with Ask Binti AI

We’ve made Ask Binti AI easier to explore by adding suggested questions directly to the experience.

Users will now see examples of questions ABA can help answer, such as summarizing case notes, reviewing reference feedback, identifying household information, and drafting home study assessment summaries.

What’s new:

• Suggested questions appear when users first open Ask Binti AI.
• Each suggestion includes a button so users can get started with one click.
• Questions are designed around information ABA can reliably access from applicant data, case notes, and form responses.

This update makes it easier to discover what Ask Binti AI can do and start getting useful answers right away.

📱 A Better AI Transcription Experience on Mobile

We optimized the AI Transcription workflow for phones and smaller screens, making it easier for workers to record and manage documentation while on the go.

Recording controls now fit more naturally on mobile screens, content stays within the page, and dropdowns no longer cause unexpected zooming on iOS. We also improved header navigation so search and other controls remain easy to access.

These updates create a smoother experience for workers using AI Transcription from a phone or tablet.

Family Finding

📣 More Flexible Bulk Outreach

Bulk Outreach templates can now include customizable free-text merge fields, giving agencies more flexibility to personalize communications without creating separate templates.

For example, a template could include fields for a case number, worker title, or other information that varies between outreach efforts.

Multiple free-text fields can be included in the same template using unique labels, making reusable templates more adaptable to agency workflows.

Family Finding Search Exports

The Family Finding Searches CSV now includes Total Connections Found, bringing this key dashboard metric into exported reports as well.

These enhancements make exports more useful for focused reporting, review, and offline analysis.

Placements & Care Management

✍️ Supervisor Signature Notifications for Care Management

We expanded supervisor signature notifications to Care Management.

Supervisors can now receive email notifications when child requirement documents are ready for their signature, based on their existing notification preferences within My Account.

This brings the notification experience closer in line with Licensing and helps supervisors identify documents ready for review without relying on additional follow-up.

🏠 More Accurate Applicant Data Progress

Placement Information managed through the Placement Information page now contributes to the overall Applicant Data completion percentage.

Workers continue to have a single, high-level indicator of application progress even when required information is completed across different areas of Binti.

Licensing

Staff Requirements Exports

Staff Requirements CSV downloads now respect the selected Current Staff, Former Staff, or All Staff tab as well as active filters.

👥 Smoother Staff Requirements Navigation

Filters on the Staff Requirements Dashboard now stay applied when users move between Current Staff, Former Staff, and All Staff.

Workers can move between views without repeatedly entering the same search criteria, making it easier to review and compare staff requirement information.

Service Referral Management

📋 Clearer Service Referral Information

Service Contracts associated with a referral are now displayed on separate lines instead of appearing together in a comma-separated list.

For referrals with several contracts, this creates a cleaner and much easier-to-scan view of the services associated with the referral.

In Summary

These August updates are focused on reducing extra steps, improving visibility, and giving teams more useful tools for managing their work across Binti. We’re excited to continue making everyday workflows easier so teams can spend more time focused on children and families.

July brought several enhancements focused on improving worker efficiency, data quality, and day-to-day usability across modules. From a redesigned Child Requirements experience to expanded Family Finding capabilities and improved staff management, these updates are designed to make everyday workflows more intuitive, surface the right information at the right time, and give teams more flexibility in how they get their work done.

Here’s what’s new.

Placements and Care Management

📋 A Better Child Requirements Experience

We've redesigned the Child Requirements page to help workers focus on the work that matters most.

What's new:

• New Incomplete, Complete, and All tabs for easier navigation.
• The default view now prioritizes upcoming incomplete requirements.
• Completed requirements are organized by the most recently completed.
• Added quick due date filters, along with filters for completed and waived requirements.

These improvements make it faster to find, prioritize, and manage child requirements throughout the licensing process.

📅 Flexible Due Dates for Recurring Child Requirements

Recurring child requirements can now be configured with Floating Due Dates, allowing future due dates to be based on when the previous requirement was completed instead of a fixed calendar date.

This is especially helpful for agencies whose recurring activities don't always occur on the same date each year.

Interested in enabling Floating Due Dates? Contact your Customer Success Manager to discuss configuration options.

Licensing

👥 Restore Former Staff with One Click

Managing staff just became easier.

Former staff members can now be restored directly from the Staff Roster, preserving their history while returning them to active status.

This enhancement:

• Restores staff with a single action.
• Automatically updates roster counts.
• Records the change in Staff History.
• Prevents restoring someone who already has an active staff role.

📝 Configurable Race, Ethnicity & ICWA Requirements

Agencies can now require Race, Ethnicity, and ICWA information before an application can be approved.

When enabled:

• Validation applies across all household members.
• Workers receive clear guidance when required information is missing.
• Agencies can improve data quality and support downstream integrations.

Interested in enabling this feature? Contact your Customer Success Manager to discuss configuration options.

👨‍👩‍👧‍👦 Person Profiles

Authorized users will also see a confidential case banner directly on the Person Profile, providing additional visibility when working with individuals connected to confidential cases.

Together, these enhancements improve awareness of confidential records while ensuring information remains visible only to users with appropriate permissions.

📄 Smarter Exemption Form Pre-Population

We've improved how exemption-related information is pre-populated throughout Binti.

Forms now more accurately identify approved, denied, and requested exemptions—including exemptions that cover multiple background checks—helping reduce duplicate data entry while improving accuracy during form completion.

Family Finding

⬆️ More Connections Per Search

The maximum number of connections that can be added from a PKOS search has increased from 200 to 300, making it easier to manage large family networks without repeating searches.

🔔New Family Finding Search Assignment Notifications

Workers can now receive an email notification whenever they're assigned a Family Finding Search.

What's new:

• Added a new notification preference that allows workers to choose whether they'd like to receive Family Finding Search assignment emails.
• Workers are now notified when a new Family Finding Search is assigned to them.
• Creates a more consistent assignment experience across Binti workflows.

This enhancement helps ensure workers are aware of new assignments so they can begin follow-up more quickly.

⌨️ Improved Keyboard Accessibility

Keyboard users can now simply press Enter to confirm PKOS searches, comprehensive reports, and extended searches, creating a faster and more accessible workflow.

🧬  More Accurate Genogram Relationship Mapping

We've enhanced Genogram relationship rendering to better represent today's diverse family structures.

What's new:

• Improved support for non-binary and compound parental relationships.
• Increased consistency when displaying parent, sibling, and ascendant relationships.
• More accurate relationship mapping across complex family structures.

These improvements provide a more reliable and inclusive visualization of family relationships, helping workers better understand and document important family connections.

We've added new visual indicators to help authorized users quickly identify confidential cases.

🔐Connections Dashboard

Connections associated with confidential cases now display a "(Confidential)" label, making it easier for authorized workers to recognize confidential records while protecting sensitive information.

In Summary

Thank you for partnering with Binti! As always, we're committed to building features that help agencies spend less time navigating technology and more time supporting children and families. 

June's release focused on making Family Finding workflows even more efficient, improving Genogram usability, simplifying licensing workflows, and giving workers greater flexibility when managing applications and training. 

Here’s what’s new.

✨ New Features and Enhancements

Family Finding

👨‍👩‍👧‍👦Family Finding Just Got Faster

Launch Family Finding Searches in One Click

Workers can now start a Family Finding Search directly from the Children & Youth Dashboard. Selecting Open Family Finding Search automatically pre-populates the child, eliminating extra setup steps and helping workers begin searches more quickly.

Easier Connection Creation

Creating new people during Family Finding is now more intuitive. Create New Connection and Intake Child or Youth options are always available in search dropdowns, so workers no longer need to type three characters before accessing these actions.

More Powerful PKOS Experience

We've continued investing in the Potential Kin Online Search (PKOS) workflow with several usability improvements:

• Save and revisit previous PKOS searches without rerunning comprehensive searches
• Return to saved Person Reports even after external report links expire
• View counts for Potential Relatives and Potential Fictive Kin directly on search results
• Filter potential kin by relationship type, degree of relation, name, address, phone number, and email
• Navigate throughout the PKOS workflow using consistent breadcrumbs back to the child record
• Review audit reports without time-limited search links

Together, these updates make it easier to pause and resume Family Finding work while reviewing large search results more efficiently.

🧬 A Better Genogram Experience

We've made significant improvements to help workers navigate complex family structures.

Easier to View Large Family Trees

Large Genograms now support greater zoom-out capability and can be opened in a dedicated full-screen view, making it much easier to review extensive family networks.

Full-Screen Editing & Navigation

The new full-screen Genogram now supports the same relationship details and actions available from the embedded view, allowing workers to edit relationships, launch PKOS searches, and record contacts without leaving full-screen mode.

Cleaner, More Readable Layouts

We also improved Genogram readability by:

• Optimizing Fictive Kin layouts for large networks
• Ensuring parent-child relationship lines display consistently for all users
• Improving downloadable Genogram images so complete diagrams export without clipping

Licensing

🏡 Licensing & Provider Management

Placement Holds Now Include History

Workers can now review historical placement holds directly from Licensing applications, providing better visibility into previous hold activity and reasons over time.

Provider IDs Across More Workflows

We've continued expanding Provider ID support across Licensing.

Workers can now:

• View and edit Provider IDs directly from the Care Provider Profile
• Search dashboards using Provider ID
• Enter Provider IDs during the New Intake process

Smarter Recruiter Assignment During Transfers

When applications are transferred between agencies, the receiving agency's default recruiter is now automatically assigned and receives a transfer-specific notification email, ensuring new families are routed quickly to the appropriate worker.

📚 More Flexible Training Management

Training completion is now easier to manage across multiple renewal periods.

Workers can select which renewal requirement a completed training should satisfy using a new Training Period field when recording eligible training. This provides greater flexibility instead of always applying training hours to the oldest outstanding requirement.

📋 Service Referral Management Improvements

We continued enhancing Service Referral workflows with several quality-of-life improvements.

Highlights include:

• Automatic child recipient selection when launching a Service Referral from a child's dashboard
• Smarter recipient selection that limits Associated Children to those connected to the selected case
• Worker, Supervisor, and Approver dropdowns now display email addresses to help distinguish users with similar names

✨ Additional Improvements

Additional enhancements this month include:

• Copy Button for Forms: Free-text form responses now include a one-click Copy button for faster reuse.
• Expandable Long Lists: Long lists of aliases, phone numbers, addresses, emails, and social media links now use a "See More" experience for cleaner pages.
• Community Families: Public agencies will now see the Community Families label instead of County Families on Placement Options and Matching Families dashboards.
• Language Support: Added Karen as a selectable Primary and Additional Language option.
• Congregate Care Reporting: Staff Roster and Staff Requirements pages now support CSV exports and provide additional provider context.

💡 In Summary

These updates continue our focus on reducing clicks, improving navigation, and giving workers faster access to the information they need most.

April’s updates focused on improving accessibility, strengthening multi-license workflows, enhancing reporting visibility, and expanding automation capabilities across the platform. 

These enhancements help users navigate complex workflows more clearly while improving consistency and flexibility across applications and agency operations

Here’s what’s new.

✨ New Features and Enhancements

Licensing

• Training Tracks by Application

Training tracks are now tied directly to applications instead of user profiles, giving agencies greater flexibility across multi-license workflows. Applicants can now have different training tracks on different licenses while preserving training assignments during role changes.

• Date-Based Custom Fields

Agencies can now create custom fields specifically for dates across supported models such as Licenses and Agency Humans, making it easier to track important deadlines and milestones.

• Improved Document Renaming

Renaming attachments is now more intuitive. Existing filenames automatically populate in the edit field, clearer actions replace confusing icons, and accidental deletions are easier to avoid.

• Agency Email Controls

Agencies can now pause all outgoing emails directly from Global Settings, helping teams manage onboarding, migrations, or operational transitions without unintended notifications being sent.

• “Applying” Status Notifications

Agencies can now notify applicants when their application officially enters the “Applying” stage, providing more flexibility and accuracy in applicant communications.

• Expanded Guidance for Key Application Fields

We added clearer descriptions and expanded terminology for ICPC, Tribal Identification, and ICWA-related fields to provide additional context during application workflows.

• Expanded License Visibility in Background Check Reporting

Background Check reports now include license information directly within reports and exports, helping teams more easily understand which applications background checks are tied to.

AI & Transcription

• Smarter AI Language Detection

The form-fill AI can now better infer an applicant’s preferred language from conversation transcripts, improving accuracy while avoiding assumptions based on uploaded documents.

• Cleaner Live Transcription Alerts

Live Transcription now displays clearer and less repetitive audio warnings, reducing unnecessary notifications during sessions.

• Search Call Logs by Contact Email

Workers can now quickly locate outreach history using a provider or caregiver’s email address. The new Contact Email filter supports full or partial email matches, making it easier to track communication across families and providers.

Placements

• Search Call Logs by Contact Email

Workers can now quickly locate outreach history using a provider or caregiver’s email address. The new Contact Email filter supports full or partial email matches, making it easier to track communication across families and providers.

Service Referral Management

• Editable Service Contract Amounts

Fiscal admins can now update Service Contract amounts even after Service Records have been created. Changes automatically apply to associated unlocked records and future billing, reducing the need for manual support intervention while improving billing accuracy and transparency.

• Referral ID Search

Service Referrals can now be searched directly by Referral ID. The dashboard also now prioritizes Referral ID visibility, helping users locate referrals faster and more accurately.

Family Finding

• Address “Last Reported” Visibility

Address records in Bulk Outreach and Connection profiles now display when the address was last reported, helping workers better assess address recency before sending outreach communications

🔧 Fixes

Licensing

• Improved Multi-License Validation

Resolved an issue where duplicate licenses could be created while another license of the same type was already in renewal. Validation now correctly prevents duplicate active licenses.

• Training Track Assignment During Intake

Resolved an issue where default training tracks were not always applied during Intake Care Provider workflows.

• Approval Worker Document Access

Resolved an issue where approval workers could lose access to documents after applicant/co-applicant role changes during renewal workflows.

• More Accurate Partner Agency Assignments

Applications now correctly reflect only active partner agency assignments, improving visibility and reducing confusion across cross-agency workflows.

• Improved Background Check Notice Logic

Background Check notices now more reliably detect relevant checks across licenses while avoiding unnecessary alerts.

• Clearer Application History Labels

Application History now consistently uses “Additional Requirement” terminology and displays associated requirement titles for improved audit visibility.

• Enhanced Person Search

Person search now works regardless of first/last name order, better supports punctuation, and includes improved result loading for large datasets.

AI & Transcription

• Improved File Upload Validation

Unsupported temporary file types are now blocked from upload workflows, improving reliability and preventing unusable files from being submitted.

Family Finding

• Improved Genogram Family Connections

Resolved an issue where grandparents and other family members could appear disconnected in the Genogram view. Family relationship lines now display more accurately, helping workers visualize complete family structures.

💡 In Summary

April’s updates focused on improving how users navigate, search, validate, and manage information across the platform.

From stronger accessibility support and smarter AI workflows to clearer reporting and improved multi-license handling, these enhancements continue to support a more intuitive and reliable experience for agencies and applicants alike.

March brought updates focused on improving usability, strengthening data consistency, and enhancing everyday workflows across the platform. These changes support a smoother experience and clearer interactions for users across key areas.

Here’s what’s new.

✨ New Features and Enhancements

Licensing

• Phone Number Consistency Across the Platform

  Previously, phone number updates could appear differently across pages. Now, updates sync consistently across Applicant Data, profiles, placements, and intake workflows.

• Other Adult Data Privacy Improvements
  Previously, updates could overwrite applicant-entered information. Now, applicant-provided details remain unchanged while agency workers can maintain separate internal records.
• Universal Search Improvements
  Previously, large result sets could be harder to navigate. Now, filters, pagination, and an increased default result size make results easier to review.
• Conditional Requirements UI Improvements
  Previously, the “Add Additional Requirement” button appeared even when not applicable. Now, it only displays when relevant, providing clearer guidance.

Family Finding

• Bulk Outreach: Improved Missing Information Messaging
  Previously, users had limited guidance when recipient information was incomplete. Now, clearer messaging indicates when addresses or emails are missing and provides next steps.
• Bulk Outreach: Improved Navigation for Address Updates
  Previously, updating an address could interrupt the outreach workflow. Now, users can edit a recipient’s profile and return directly to the same step with updates preserved.

Service Referral Management

• Service Referrals Dashboard Enhancements
  Previously, referral timelines were less visible and harder to organize. Now, users can view Start and End Date columns, sort by date, and filter by date ranges.
• Service Contract Simplification
  Previously, users could manually enter Fee Per Service values, which could vary. Now, the field is removed and defaults to a consistent value, simplifying setup.

🛠️ Quality Improvements

• Accessibility Improvements (Add Respite Form)
  Previously, error states were not fully accessible to screen readers. Now, validation includes ARIA attributes and descriptive messaging for improved accessibility.

🔧 Fixes

Licensing

• API Phone Number Sync Fix
  Previously, phone numbers from API-created applications appeared only in some views. Now, they display consistently across both user and agency records.
• License Creation Validation (Estimated DOB)
  Previously, users could proceed without clear guidance when a child had an estimated date of birth. Now, a clear message explains the requirement before continuing.
• Duplicate Expiration Email Fix
  Previously, users could receive multiple reminders for the same document. Now, notifications are sent once per reminder interval as expected.
• Person Profile Access Fix
  Previously, access to Person Profiles varied across roles. Now, permissions are aligned so users can access profiles appropriately based on their role.
• Tribe Selection Validation Fix
  Previously, submitting without selecting a tribe could appear unresponsive. Now, users receive a clear message indicating what is required.

Family Finding & Engagement

• Bulk Outreach Letter Formatting Fix
  Previously, printed letters could include extra pages or formatting inconsistencies. Now, preview, print, and PDF outputs align cleanly.

Placements and Care Management

• Cross-Agency Document Visibility Fix
  Previously, some partner agency documents were not visible to authorized users. Now, documents display consistently based on permissions.
• Form Pre-Population Fix
  Previously, certain forms could fail to load when pre-population was enabled. Now, forms load correctly while still supporting data from prior submissions.

Service Referral Management 

• Date Validation Fix
  Previously, validation messages could remain after correcting a date. Now, validation updates immediately once the input is corrected.

March’s updates focused on enhancing clarity, consistency, and usability across key workflows.

These improvements help ensure information is accurate, accessible, and easy to work with, while supporting a more seamless experience across the platform.

February brought a powerful mix of behind-the-scenes fixes and experience upgrades designed to make your workflows smoother, clearer, and more reliable. From reporting accuracy to bulk outreach improvements and smarter search tools, these updates are all about reducing friction and increasing confidence in your day-to-day work.

Here's what's new.

✨ New Features and Enhancements

Licensing 

• Recruitment Sources Report (In-App Graph)
  Previously, users had to download the CSV to view data trends. Now, the bar graph displays directly in-app and aligns with export data.
• Centralized Household Management
  Previously, Children in Home and Other Adults were managed in multiple places. Now, all updates happen in the Care Provider Profile.
• Improved Application Data Handling (Renewals)
  Previously, role changes could cause missing data. Now, applicant/co-applicant history is preserved accurately.
• Cross-Application Background Check Visibility
  Previously, checks on other licenses were not visible. Now, users can see and navigate to them easily.

Family Finding & Engagement 

• Expanded Degree of Relation Controls
  Previously, search scope was less flexible. Now, users can include 2nd and 3rd degree relations via clear checkbox options.

• Agency & Worker Filters (Audit Trail)
  Previously, filtering was limited and manual. Now, dynamic auto-fill filters make it faster and more precise to find records.
• Potential Online Search (PKOS) Audit Trail – Degrees of Relation
  Previously, selected relation criteria were not visible in reports. Now, Audit Trails include 2nd and 3rd degree selections for better transparency.
• Email Visibility from CLEAR Searches
  Previously, emails appeared only in PDFs and were not usable. Now, emails display in the UI and carry through to linked profiles.
• Improved Search Summaries (Expandable Lists)
  Previously, long lists cluttered the page. Now, results show a preview with “See more / See less” for better usability.
• PKOS Excel Print Formatting
  Previously, reports were compressed to fit one page, reducing readability. Now, vertical scaling is removed for clearer printed reports.
• Bulk Outreach: Sibling Group 
  Previously, outreach had to be sent per child. Now, users can send one communication for an entire sibling group and contact logs are automatically created for each child.
• Bulk Outreach: Standardized Letter Margins
   Previously, printed margins differed from preview. Now, margins are consistent across preview, print, and PDF (max 0.5”).

AI & Transcription

• Live Transcript Preview
  Previously, users couldn’t confirm transcription in real time. Now, a live transcript displays as users speak.

• Recording Guidance & Troubleshooting
  Previously, challenges were discovered after recording. Now, prompts help users identify and fix issues in real time.
• Expanded File Upload Limits
  Previously limited to 24MB, requiring file splitting. Now supports uploads up to 5GB.

Service Referral & Prevention

• FFPSA Eligibility – Start Date
  Previously, only expiration dates were tracked. Now, Start Date is included with validation for better timeline tracking.
• Service Contract Display Formatting
  Previously, text sizes and layout were inconsistent. Now, formatting is standardized for clearer readability.
• “Recipient” Filter Label Update
  Previously labeled “Child Name,” which was limiting. Now updated to “Recipient” to reflect broader use cases.
• Expanded Referral Notifications
  Previously, only assigned workers were notified. Now, supervisors and approvers are included for better visibility.
• FFPSA Eligibility Enhancements
  Previously lacked structured timeline validation. Now includes Start Date and validation to ensure accurate date ranges.

🛠️ Fixes

Family Finding & Engagement 

• Phone Number Validation Fix
  Previously, removing “+1” caused persistent errors. Now, validation resets correctly when re-entered.
• Bulk Outreach: Blank Page Removal in Letters
  Previously, extra pages appeared in outputs. Now, letters generate cleanly without gaps.

Service Referral & Prevention

• Fee Per Service Validation Fix
  Previously allowed negative values and incorrect rounding. Now, inputs are properly validated and calculations are accurate.
• Area of Coverage Filtering Fix
  Previously impacted Service Contracts incorrectly. Now, filtering only affects relevant fields and preserves valid selections.

💡 In Summary

This month’s updates sharpen both sides of the experience:
Enhancements bring more control, visibility, and flexibility, while fixes ensure everything works exactly as expected with no surprises and no workarounds.