General

• General UI improvements
• Performance Improvement
• Bug fixes

Family

Family Search

• Added a column of Family Type in the searching results under Family > Family Search tab.

Transfer Case

• Under Family > Cases > Wizards, replaced original Program Transfer Wizard with the improved Transfer Case wizard.

Agreement

• When adding a new agreement, Requested Date will now auto-populate to the day the agreement is created.

Provider

Agreement

• When adding a new agreement, the Requested Date will now auto-populate the day the agreement is created.

• Users now can only update the start date through the Change Start Date action button.

• When changing a provider agreement status from Denied/Pending/Terminated to Active, the Start Date is required with a default date of the current day.

Payment

Special Needs Adjustment Factor

• Added the Special Needs Adjustment Factor to the top panel of payment detail page for a quick view.

Document

Document List

• Send Only documents no longer affected by Change Due Date actions.

Download Documents

• Add a feature where the Save to File window would pop up after Print & Send a Send Only document.

• Added options to download the PDF of non-eform type documents.

  • Download Original PDF: Download the PDF version without annotations.
  • Download PDF with Annotation: Download the PDF version that contains annotations.

   

Task

Batch Assign Task

• Add an Assign To button to allow batch assign tasks.

Task Display

• The Regarding section in the Task interface now includes the Family/Provider name for better view.

Admin

System Setting

• The new Family Fee Schedule of 07/2025 is now available under Admin > System Setting > Family > FamilyFee.

  

Report

Standard Reports

• Add a new report Families with Lock to display the locked families.
• Add a new report User with permission for lock to display the users that have the permission to view the locked families.
• Add Child Status field in the filter and result of report Stage 2 Timing Out Detail to support query by child status.