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.