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. 💙

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 back with another round of exciting improvements designed to make Binti smoother, stronger, and even more powerful for our users. This month, we’re especially thrilled to announce a brand-new way to navigate and manage reports, alongside key enhancements across Placements and AI.

🌟 Spotlight: A New Home for Reports

Reports just got easier to find, view, and manage!

• Redesigned Navigation: A shorter, cleaner Reports menu makes finding what you need faster.
• Reports Dashboard: All standard reports now live in one central place. Over time, custom reports will appear here too, so everything is accessible from a single hub.
• Smarter Workflow: Filter, view, and manage reports with less clicking and more clarity.

This update is designed to cut down on navigation time and give workers a simpler, more intuitive experience.

✨ New Features and Enhancements

AI & Transcription

• Agencies can now provide their Customer Success Manager with a copy of their policy and process documents. Ask Binti AI will summarize the content and deliver answers to worker questions, making lengthy manuals faster and easier to use.

Placements

• We’ve added a multi-select “Level of Care” filter on the Placement Options and View Matching Families pages under the Congregate Care Agencies tabs.

• For Cross Agency Placement Searches, agencies now have a new response option in the Agencies Assigned to Placement Search section: “Search Acknowledged – Looking for Placement Options.”

🔧 Fixes

Licensing

• Blank Forms: Workers can now download the current version of a blank form Previously, older HelloSign versions were returned.
• Expiring Documents Report: Now only displays active cases, instead of including closed and inactive applications.
• Word ’97 Uploads: Workers can now upload Word ’97 version documents to the Other/Miscellaneous section as expected.

Family Finding

Potential Connections: The “Link As Potential Connection” button now works even with non-standard addresses. These display for workers, but won’t block saving potential kin and potential fictive kin.

July has been all about expanding what’s possible in Binti. We’re excited to share a powerful set of enhancements designed to bring more clarity, flexibility, and efficiency to your day-to-day work. Whether you're navigating multi-license households, filtering key dates, managing congregate care placements, or reviewing critical documents, these updates were built with your feedback at the core.

We also rolled out fixes that ensure the data you rely on is accurate, relevant, and easy to access. Read on to explore what’s new!

✨ New Features and Enhancements

AI & Transcription

• More Control Over Document Uploads – Previously, uploading a document with Binti AI meant you could pre-fill forms, a helpful way to reduce data entry.

Now, you have even more flexibility. After selecting a file, you’ll see a new prompt:

“What would you like to do with your file?”

 They can choose:

• ✅ Create a case note using the file’s content
• ✅ Fill form answers using Binti AI, selecting forms from a filterable list

Whether you want to document information, complete forms, or both, you’re in control of how Binti AI supports your work.

Licensing

• Filter by Custom Key Dates – You asked, we delivered! Agencies that use custom key dates can now filter by them directly from any tab of the Application Dashboard.
• Family Map Enhancements – The Family Map just got more informative! You’ll now see family tags and the “How did the applicant hear about us?” question right on the map for improved context.

• Smarter Handling of Children in Home Requirement History – When a child is removed from a home, we now:

  • ✅ Retain all historical application requirements
  • ✅ Move fulfilled current application requirements to the “Other / Miscellaneous” section
  • ✅ Only allow deletion of children in home records with no requirement activity
     These changes ensure agencies retain a complete audit trail and avoid accidental data loss.

Placements

• Level of Care for Congregate Care Placements – Need to track specific care levels? A new “Level of Care” section has been added to the Edit Placement Information page for Congregate Care Facilities. Use the multi-select field to tag appropriate care levels for each facility.

Family Finding

• Locked Logged Contacts – Finalized contacts can now be locked, preventing any further edits and preserving the integrity of your documentation.
• Locked Relationship Details – Key relationship fields, including category, description, partner status, and lineage, can now be locked after confirmation, appearing as plain text to prevent accidental changes.
• Confidential Relationship Dashboards – For sealed or confidential children, the Relationships Dashboard is now only visible to users with the right permissions, keeping sensitive data secure.

🔧 Fixes

Licensing

• Smarter Expired Document Filters – For Expired Documents rows won't appear if a newer, valid document exists, even if an old version is expired.
• Clearer Spanish Self-Sign Up – We cleaned up placeholder text and improved dropdown labels in the Spanish applicant experience, replacing “Cambiar a Initial Application” with “Cambiar a Solicitud Inicial” and more. 
• Better Error Messages for Applicants – Error messages on applicant forms are now more precise—waived forms won’t be flagged as incomplete when other items like references or agency-signed documents are the real blockers.
• Caseload Report Fix for Renewals – The “Renewals Due Within 60 Days” column now links to the correct data, no longer including overdue renewals in the filtered dashboard.

Family Finding

Bulk Email Logos Display Properly Again – Your agency branding now appears as expected in bulk emails. Logos that previously went missing are back!

AI & Transcription 

.DOCX Uploads Now Fully Supported – We’ve fixed an issue where .docx files weren’t fully processed by transcription. Now these files generate accurate case notes and form prefill suggestions, just like other supported formats.