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.