This month’s updates focused on helping workers move faster, improving Family Finding workflows, expanding Service Referral Management flexibility, and creating more structured, actionable data across the platform.

Here’s what’s new.

✨ New Features and Enhancements

Licensing

• Placement Holds from Licensing Workflows

Licensing workers can now create and manage placement holds directly from the Caregiver Applications Dashboard. Holds display directly on caregiver records and can be edited or removed as statuses change.

*Note: Configuration needed. Please reach out to your Customer Success Manager for more information.

• Address Requirements During Intake

Agencies can now configure whether addresses are required during the intake process for a new prospective caregiver.

*Note: Configuration needed. Please reach out to your Customer Success Manager for more information.

AI & Transcription

• Structured AI-Generated Case Notes

AI-generated Case Notes are now automatically organized into structured summaries with headings and logical sections, making notes easier to review while still preserving access to the original transcript. 

Placements 

• Configurable Hold Reasons

Placement holds now support standardized, configurable Hold Reasons in addition to freeform details, improving reporting consistency and placement visibility.

• Placement Search Reminder Emails

Custodial Agencies can now send reminder notifications directly to Partner Agencies on open placement searches, helping reduce duplicate searches and making follow-up communication easier.

Service Referral Management

• Structured SRM Case Linking

Service Referrals can now be formally connected to SRM Cases using a searchable Case ID dropdown instead of a free-text field. This creates more accurate case-to-referral tracking and supports future workflow automation.

• Case-Based Service Recipient Selection

When a Case is selected on a Service Referral, the Service Recipient list now automatically limits options to people associated with that case, improving referral accuracy and consistency.

• Improved Service Record CSV Exports

Service Record CSV exports now include a Units Billed Type column, making billing exports easier to interpret across different unit types like Sessions, Hours, Miles, and Flat Fees.

Family Finding

• Launch Family Finding Searches Faster

Workers can now launch a new Family Finding Search directly from the Children & Youth Dashboard. Child information is automatically prefilled, making it quicker to begin searches and outreach workflows.

• Smarter Family Finding Search Filters

New quick filters make it easier for workers and supervisors to focus on the searches most relevant to them:

• My Searches
• My Team’s Searches
• All Searches

• Improved PKOS Search Workflow

We updated the PKOS Search experience to make next steps more intuitive. A new Run Comprehensive Search action is now more prominently displayed, while connection actions adapt based on search status to better guide worker workflows.

• Enhanced CLEAR Search Associations

CLEAR-powered searches now support expanded association types including shared addresses, phone numbers, business relationships, possible spouses, and shared vehicles. These updates help surface richer potential connection data while keeping results focused and relevant.

• Better Genogram Navigation for Large Families

Large family trees are now easier to review directly within Binti. We expanded zoom-out capabilities and added the ability to open Genograms in a separate page for improved navigation and visibility.

💡 In Summary

These updates continue our focus on helping agencies work more efficiently while improving visibility, navigation, and structured data management across the platform.