June's release focused on making Family Finding workflows even more efficient, improving Genogram usability, simplifying licensing workflows, and giving workers greater flexibility when managing applications and training. 

Here’s what’s new.

✨ New Features and Enhancements

Family Finding

👨‍👩‍👧‍👦Family Finding Just Got Faster

Launch Family Finding Searches in One Click

Workers can now start a Family Finding Search directly from the Children & Youth Dashboard. Selecting Open Family Finding Search automatically pre-populates the child, eliminating extra setup steps and helping workers begin searches more quickly.

Easier Connection Creation

Creating new people during Family Finding is now more intuitive. Create New Connection and Intake Child or Youth options are always available in search dropdowns, so workers no longer need to type three characters before accessing these actions.

More Powerful PKOS Experience

We've continued investing in the Potential Kin Online Search (PKOS) workflow with several usability improvements:

• Save and revisit previous PKOS searches without rerunning comprehensive searches
• Return to saved Person Reports even after external report links expire
• View counts for Potential Relatives and Potential Fictive Kin directly on search results
• Filter potential kin by relationship type, degree of relation, name, address, phone number, and email
• Navigate throughout the PKOS workflow using consistent breadcrumbs back to the child record
• Review audit reports without time-limited search links

Together, these updates make it easier to pause and resume Family Finding work while reviewing large search results more efficiently.

🧬 A Better Genogram Experience

We've made significant improvements to help workers navigate complex family structures.

Easier to View Large Family Trees

Large Genograms now support greater zoom-out capability and can be opened in a dedicated full-screen view, making it much easier to review extensive family networks.

Full-Screen Editing & Navigation

The new full-screen Genogram now supports the same relationship details and actions available from the embedded view, allowing workers to edit relationships, launch PKOS searches, and record contacts without leaving full-screen mode.

Cleaner, More Readable Layouts

We also improved Genogram readability by:

• Optimizing Fictive Kin layouts for large networks
• Ensuring parent-child relationship lines display consistently for all users
• Improving downloadable Genogram images so complete diagrams export without clipping

Licensing

🏡 Licensing & Provider Management

Placement Holds Now Include History

Workers can now review historical placement holds directly from Licensing applications, providing better visibility into previous hold activity and reasons over time.

Provider IDs Across More Workflows

We've continued expanding Provider ID support across Licensing.

Workers can now:

• View and edit Provider IDs directly from the Care Provider Profile
• Search dashboards using Provider ID
• Enter Provider IDs during the New Intake process

Smarter Recruiter Assignment During Transfers

When applications are transferred between agencies, the receiving agency's default recruiter is now automatically assigned and receives a transfer-specific notification email, ensuring new families are routed quickly to the appropriate worker.

📚 More Flexible Training Management

Training completion is now easier to manage across multiple renewal periods.

Workers can select which renewal requirement a completed training should satisfy using a new Training Period field when recording eligible training. This provides greater flexibility instead of always applying training hours to the oldest outstanding requirement.

📋 Service Referral Management Improvements

We continued enhancing Service Referral workflows with several quality-of-life improvements.

Highlights include:

• Automatic child recipient selection when launching a Service Referral from a child's dashboard
• Smarter recipient selection that limits Associated Children to those connected to the selected case
• Worker, Supervisor, and Approver dropdowns now display email addresses to help distinguish users with similar names

✨ Additional Improvements

Additional enhancements this month include:

• Copy Button for Forms: Free-text form responses now include a one-click Copy button for faster reuse.
• Expandable Long Lists: Long lists of aliases, phone numbers, addresses, emails, and social media links now use a "See More" experience for cleaner pages.
• Community Families: Public agencies will now see the Community Families label instead of County Families on Placement Options and Matching Families dashboards.
• Language Support: Added Karen as a selectable Primary and Additional Language option.
• Congregate Care Reporting: Staff Roster and Staff Requirements pages now support CSV exports and provide additional provider context.

💡 In Summary

These updates continue our focus on reducing clicks, improving navigation, and giving workers faster access to the information they need most.

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.

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.

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.

As we wrapped up 2025 and stepped into 2026, our team delivered a wide set of enhancements and fixes focused on clarity, efficiency, and better support for workers’ day-to-day practice. These updates span Family Finding, Service Referrals, Licensing, AI & Transcription, and overall usability improvements.

Here’s what’s new.

✨ New Features and Enhancements

AI & Transcription

We have expanded AI-powered transcription and form support to give agencies more control, clearer entry points, and smoother workflows for narrative-heavy documentation.

• Clearer access to AI transcription

We have added more visible entry points to AI transcription in the Binti header. Instead of relying on the firework icon alone, users will now see a labeled button such as “Try AI” or “Fill Forms,” depending on configuration. 

• Start AI transcription directly from Case Notes

Workers can now initiate AI-powered transcription directly from Case Notes, making it easier to capture conversations and turn them into documentation without switching workflows.

• New “Fill with AI” button on psychosocial forms

Psychosocial forms such as home studies and family evaluations now include a “Fill with AI” button (highlighted in Binti’s purple AI gradient). When selected, the transcription workflow launches with key details pre-filled:

• The caregiver associated with the form is automatically selected
• The psychosocial form you started from is preselected
• This streamlines narrative-heavy form completion and reduces manual effort.

• More control over AI-assisted form completion

Agencies now have more flexibility over how AI supports form completion. For selected forms, specific questions can be excluded from AI assistance, and behind-the-scenes guidance can be provided to help AI complete other sections accurately. This ensures AI support aligns with agency preferences while keeping sensitive or judgment-based questions worker-led.

Family Finding

• Date of Death surfaced in PKOS results

When available, Date of Death is now visible directly in the preview panel of Potential Kin search results. This helps workers make informed decisions without needing to open additional profiles or rerun searches. If no date is reported, the field is hidden.

• Real-Time Incarceration Arrest (RTIA) results enabled in comprehensive searches

RTIA results are now displayed in the Potential Kin Online Search comprehensive search view and included in downloadable comprehensive reports, giving workers access to a fuller picture in one place.

• Improved Family Finding search exports

The Family Finding Searches CSV now includes Reason for Closure and Closure Details, making it easier to review outcomes for closed searches without navigating back into the UI.

• Clearer search status visibility

 In the “All” tab of the Family Finding Searches dashboard, the Status column has been replaced with Reason for Closure. Open searches are indicated by the absence of an end date, reducing redundancy and improving clarity.

• Improved line spacing for Bulk Outreach letters

To ensure Bulk Outreach letters, like Relative Notification Letters, remain a single page, we have updated the line spacing. The default font is now 9pt (user-adjustable), and line spacing is consistently set to 1.25. This is a temporary enhancement, with further improvements scheduled.

Licensing

• Clearer license status during renewals

 When a provider is actively licensed and in the renewal process, the License Status now displays as Licensed, avoiding confusion caused by backend application statuses.

• Multi-license clarity in background checks

Background check logs now display template lineage as subtext, helping workers understand which license or application they’re reviewing in multi-license households.

• Cleaner document actions

The “Regenerate completed form” link has been renamed to “Recover PDF of completed form” and now only appears when appropriate, avoiding unnecessary actions when signed PDFs already exist.

• Co-applicant consistency across licenses

When a co-applicant is added to a renewal, they are now automatically reflected on other active applications in the household (excluding previously approved licenses).

• Phone number access across agencies

Workers at target agencies can now view and edit applicant phone numbers for source agency applications, as long as they have permission to view or edit application data.

Service Referrals & Notifications

• New referral notifications

Workers can now receive email notifications when:

• A referral they’re assigned to is accepted
• A referral they’re assigned to is rejected
• New service records are added to a referral

Notifications are sent only to users assigned to the referral and only if the user has the notification enabled in My Account.

• Keyboard-friendly filtering

Filters on Service Referrals and Providers dashboards now apply when pressing Enter or Return, making filtering faster and more intuitive.

• Clearer service contract display

 The Service Records table now correctly displays the Service Contract name (instead of the Service name), with the contract ID shown as subtext when available.

• Backdating acceptance permissions fixed

Users with permission to accept agency service referrals can now backdate acceptance dates. For users without this permission, edit controls are hidden to avoid confusion.

🛠️ Quality Improvements

• Browser support clarity

A new public browser support page lists supported browsers, shows the user’s current browser status, and provides direct update links. This page is accessible from the footer for easy troubleshooting.

As always, thank you for your partnership and feedback. These updates are shaped directly by how you use Binti every day, and we’re excited to continue improving the platform together.

We are  excited to share a packed month of product updates designed to improve efficiency, streamline workflows, and make Binti even easier to use across Licensing, Family Finding, and more. Read on for all the latest improvements!

✨ New Features and Enhancements

Licensing

• Worker Signature Notifications - Workers now receive automated notifications requiring their signatures on Licensing forms, which facilitates the timely completion of necessary documentation.

• Retitled “External Identifier” to “Person ID” - To reduce confusion and keep terminology consistent, the “External Identifier” field has been relabeled as Person ID throughout the product.
• Person ID Now Visible and Editable - Agencies can now view and update the Person ID directly on the Person Profile.
• Inline File Renaming for Licensing & Caregiver Management Module Users - Users are now able to rename files directly from the Documents page, eliminating the need for downloading or re-uploading.

• Custom Fields on Person & Licensing Pages - Agencies using Custom Fields can now add unique, agency-specific fields directly to the Person Profile and License pages. These fields support multiple formats (checkbox, yes/no, single-select), making it easier to tailor Binti to local workflows

AI & Transcription

• “Fill with AI” Button for Psychosocial Forms - Workers can now launch AI Transcription directly from psychosocial forms using the new Fill with AI button. The workflow automatically preselects the correct caregiver and form, saving time and reducing setup steps. 

• Standardized AI Visual Design - All AI-related elements now use a consistent, accessible purple/blue gradient, replacing older orange/red indicators. This includes buttons, notices, animations, and header accents for a cleaner and more cohesive experience.

Family Finding & Engagement

• Ability to Review PKOS Search Parameters Before Launch - Users are now directed to a dedicated Search Parameters page upon initiation, rather than immediately executing the search. This new step allows users to modify or eliminate search fields prior to launching the PKOS search, thereby facilitating broader results and mitigating the risk of over-filtering.

• Improved Worker Assignment Filter - The Worker Assignment dropdown in the Family Find Searches Dashboard now supports multi-select and autocomplete, making it easier to locate the right staff.
• Addresses Now Sorted From Most Recent to Oldest - To match Potential Kin Online Search (PKOS) and improve readability, addresses on the Person Profile now display with the most recent address at the top.

🔧 Fixes

Licensing

• Additional Requirements Only Appear When Added - 'Additional Requirements' on the Documents page now only display when a worker explicitly requests them, preventing automatic population.
• PDF of All Documents Always Shows the Most Recent Version - A backend issue causing multiple active PDFs to appear was resolved. Now, regenerating the PDF always replaces older versions and shows the correct timestamp.
• Co-Applicant Signature Issue Resolved - A scenario affecting co-applicants who had previously undergone a role change (e.g., transitioning from "Other Adult" to "Co-Applicant") resulted in signature errors on certain forms. This issue has been resolved, and signatures now save correctly.

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!

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!

Licensing Family Finding & Engagement 

We’re excited to introduce the Person Profile, a brand-new centralized page that brings all key information about a person into one clean, easy-to-navigate space. This means faster lookups, fewer clicks, and a clearer understanding of everyone involved in your cases.

💡 Why This Helps

• Quickly see personal details, demographics, ICWA info, and more
• Spend less time clicking around different pages

🔗 Learn More

See the full help center article for details on functionality, permissions, and what’s coming next:
👉 https://help.binti.com/hc/en-us/articles/46422990862995-Person-Profile

We know keeping documents organized is key to your work, especially when families upload files with names like IMG241.jpg or when you want to follow your agency’s naming conventions. Now, you can easily rename any file right from the Documents page in Binti!

With this update, once a file has been uploaded or automatically created from a completed form, you’ll see a small pencil icon next to its name. Just click the pencil, type the new name, and hit the checkmark to save. No need to download, rename, and re-upload. It’s all done in seconds!

This makes it easier to quickly identify files, keep things consistent across your team, and spend less time managing attachments and more time supporting families.

A few helpful notes:

• If you have permission to upload documents, you can also edit their names.
• You don’t need to include the file extension when renaming (like .pdf or .jpg).
• This applies to all document types: applicant forms, agency forms, reference forms, other adult forms, and other/misc files.

A new change, but one that helps keep your documentation neat and your workflow smoother, because every minute counts in the work you do. 💙