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.