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.

This month’s updates focus on improving navigation, strengthening Agency Relationship (AR) permissions, enhancing AI transcription accuracy, and polishing the Placement Options and Mapping experience. Read on for all the latest improvements!

✨ New Features and Enhancements

Licensing

• Easier Access to License Information - Workers can now access license details directly from the Applicant Data page.

A new License Information button has been added to the bottom navigation bar, providing a faster, more intuitive way to open the License page.

AI & Transcription

• Speaker Labeling Added - AI-generated transcripts now identify speakers whenever possible. For example:

“Joe: I grew up in England.”

This makes transcripts easier to read and helps workers quickly understand who said what.

• Improved Accuracy Using Household Context - Previously, the AI did not have prior knowledge of who lived in the household, which meant it relied solely on the conversation for context. 

Now, AI transcription incorporates household details to better understand each person referenced during interviews or calls. This enhancement helps the AI more consistently attribute answers to the correct household members, resulting in clearer, more reliable transcripts for workers.

Placements & Caregiver Management Module

• Improved Placement Options View - When a custodial agency only has View Placement Providers permission (but not edit access), non-permitted links will now appear greyed out or hidden, preventing confusion and avoiding unnecessary permission error messages.
• Congregate Care Facilities Now Display as Approved Homes - Group Homes now appear as approved homes on Map View within Placement Options and View Matching Families. They display as blue pins, clearly marked with their placement type.
• Updated Pin Designs in Family Map - All Family Map pins have been refreshed with new, modern styles.
  While colors remain consistent across placement types (e.g., Families, Congregate Care Facilities, Private Agencies), the redesigned pins offer improved clarity and visual distinction.

Family Finding & Engagement

Expanded CLEAR API Search Results - We’ve updated our CLEAR configuration to return a more complete list of relatives and associates when running a Potential Kin Online Search.

A previously disabled field now set to “true” broadens and improves kin connection results.

🔧 Fixes

Licensing

• Missing Other/Misc Documents Section Restored - The Other/Misc Documents section now appears as expected on Out-of-County Sending applications when Caregiver Documents 2.0 is enabled.

Placements & Caregiver Management Module

• Waived Requirements Error Resolved -  Partner agency workers will no longer encounter a Honeybadger error when viewing or editing a Placement Search with waived (N/A) requirements. These searches now load correctly.
• Holds Cannot Be Created for Partner Agency Providers - Custodial agencies can no longer add or edit Holds for placement providers belonging to partner agencies. Attempting to do so will correctly display a permission error.
• Placement Call Logs Restricted - Custodial agencies can no longer create Placement Call Logs for partner agency providers. Proper permission checks are now enforced across Placement Options and View Matching Families.
• Call Log Permissions Resolved - Custodial Agencies can no longer create or view Call Logs for Partner Agencies when connected via an Agency Relationship. A permission error now appears as expected.
• Availability Message Checkbox Hidden -  Custodial Agencies will no longer see the option to send Availability Messages to families belonging to Partner Agencies.

If you have questions or feedback about any of these updates, reach out to your Customer Success Team. There are even more exciting improvements on the way next month!

We’re excited to share the latest enhancements designed to make your work in Binti more seamless, insightful, and efficient. This month’s updates bring powerful new features to Family Finding, Placement Options, Reports, and API documentation, plus key fixes to ensure smoother day-to-day use.

✨ New Features and Enhancements

Family Finding & Engagement Module:

• Family Finding Search Closure Enhancements - You can now close Family Finding searches with more transparency and consistency, which provides agencies with clearer insights into why searches end and better tracking for ongoing practice improvements:

  • A new “Close Search” action is available in the Actions menu.
  • Add a Closure Reason from predefined options, plus optional Closure Details (required if “Other” is selected).
  • Closed searches now display a Reason for Closure column on the dashboard and in CSV downloads.
  • Users can edit closure details after a search is closed.

• Genogram Enhancements - Binti’s Genogram tool now supports adding first-degree relationships between any two individuals, not just the indexed child.

This enables more accurate and dynamic family trees, reflecting the true connections between people.

Placements & Caregiver Management Module 

• New Filter - Admins and workers can now filter by Partner Agencies (alongside Sub-agencies and CBOs) on both the Placement Options and View Matching Families pages, which allows users to specifically view families that are licensed under partner agencies, or by their own agency.

• New Column -  A Partner Agencies column has been added to the Placement Options page, displaying related agencies when an Agency Relationship with “View all placement providers” is enabled. Similar to the filter, this allows agencies to view which families are licensed under their partner agencies vs. at their own agency.

API

Navigating to legacy Swagger API documentation pages now automatically redirects to our updated Readme.io documentation, found here.

Additionally, Agency Admins with API access will now see updated instructions and Readme.io links in their API page.

🔧 Fixes

Licensing

• Other Adults & Templates -  We have fixed an error where removing an Other Adult in some agencies blocked workers from editing applicants. Workers can now freely add or update co-applicants.
• Other Adult Contract Forms - We have fixed an issue where “contract” type forms (signature-only) in Other Adult stages incorrectly displayed the applicant’s name instead of the Other Adult’s, preventing completion.
• Other Adult Removal - An error was fixed where completed forms were not moving to the Other/Misc section of the Documents page when an Other Adult was removed. Now, both forms and documents transfer correctly.
• Child Aging Out Notifications - An issue was resolved where workers were not receiving the 30-day reminder email when a child was about to turn 18 under the automated age-out feature for agencies opted in. Notifications are now sent as expected.
• Caregiver Dashboard CSV -  The “Date of Status Change” column now correctly populates with the most recent change, ensuring accurate status tracking.
• Conditional Template Transfers - We have  resolved an issue where moving applications from conditional to non-conditional templates caused duplicate or outdated requirements. Only the correct requirements now display.

These updates are designed to save you time, reduce errors, and give agencies clearer insights into their work with families. Stay tuned! More exciting improvements are on the way next month!

We’re thrilled to bring you the latest Binti updates! This month’s release makes it even easier to harness the power of Binti AI, strengthens cross-agency collaboration, and introduces thoughtful design improvements for a more seamless, intuitive user experience. We’ve also rolled out impactful updates across Family Finding, Licensing, and reporting workflows, all shaped by your valuable feedback:

✨ New Features and Enhancements

AI & Transcription

• Ask Binti AI: Easily Copy AI Responses – When using Ask Binti AI, you can now quickly copy the full response with a single click, making it easy to paste answers into case notes, Google Docs, or emails for faster documentation.
• Expanded File Support for Transcriptions – Binti now accepts video/3gpp audio formats, including some .m4a files from mobile devices, making it easier to upload recordings from a wider range of sources.
• Improved Feedback for Large File Uploads – Workers uploading a transcription file larger than 24MB will now see a helpful modal explaining the file size limit, with instructions to reduce the file size and try again. Plus, we’ve added tracking to monitor how often this happens.
• Improved Upload Reliability for In-App Recordings – If a worker loses internet connection during an in-app recording upload, Binti will now display a “Queued Upload” message and automatically retry when the connection is restored. The worker will also get an email notification when the upload completes. This ensures uploads are not lost even when a user loses internet connection.

Licensing

• Expiring Documents Report Now More Accurate – The report now excludes closed or inactive applications and removes older versions of documents once a newer unexpired version is uploaded.
• Automatic Conversion for 18-Year-Olds in the Home – When a youth turns 18, Binti will now automatically convert them from a child in the home to an Other Adult, generating the correct requirements and carrying over relevant data.
• Improved 18th Birthday Notifications – Caregivers will get an email notification on the youth’s 18th birthday, while assigned workers will get a 30-day advance notice to help them prepare for new requirements.

• Clearer Reference Status for Waived References – Waived references now appear as “Completed” with an info icon for added clarity. If a waiver is removed, the reference count updates accurately, ensuring the status always reflects the current reference requirements.

• Consistent Provider Name Display in Congregate Care & CPA Apps – The top-right header across CPA/CCA application pages now consistently shows the provider’s name (not the license manager’s), with clear status formatting for better navigation.

Placements

• Cross-Agency Placements: Partner Agencies Retain Access to Their Requirements – Partner agencies now continue to see any child requirements they generated (overdue, in progress, completed, or waived) during a cross-agency placement, even after the placement ends for improved data quality and reporting purposes.

🔧 Fixes

Licensing

• Application History No Longer Logs Every Keystroke – Increased the autosave delay for Background Check Notes to reduce unnecessary historical entries.
• Cross-Agency Application Edits Now Save Properly – Workers at source agencies can now successfully save changes when editing caregiver applications within agency relationships.

Family Finding

• Better Tab Navigation on the Relationships Dashboard – The yellow highlight now properly follows mouse clicks between the Connections, Potential Connections, and Contact Logs tabs for clearer navigation.
• Contact Name Filter Restored – Workers can once again filter by Contact Name in the Family Finding Contact Log Dashboard.
• Archived Workers No Longer Break Contact Logs – If a worker who logged a contact gets deleted, Binti now shows their name with “(Archived in Binti on MM/DD/YYYY)” so logs remain accessible.