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Change Log
This change log indicates the updates being made to your solutions and when they are being made. You'll see the following categories:
New - indicates an enhancement.
Update - indicates a service issue that has been fixed.
Remove - if something was announced, but had to be removed before deployment to PROD.
TEST 5/26/2026 PROD 5/28/2026
PLATFORM - Update
Updated the maximum selectable date in the calendar fields from 12/31/9999 to 12/31/2999.
_Note: If you already have a later date saved, that date remains until the next time you edit, and then the new maximum selectable date of 12/31/2999 will apply._
MEDECISION ANALYTICS - Update
Medecision Analytics now displays clear error messages when access issues occur, such as license capacity limits, so users can quickly identify and resolve the problem.
CARE MANAGEMENT - New
Person initials in the Programs tab of the worklist now correctly display the first letter of the first and last name, resolving an issue with compound first names.
CARE MANAGEMENT - Updates
Ensured that cost totals in Health Summary display accurately, accounting for the user's time zone in the monthly data.
Ensured that a digital program can be closed or reassigned successfully in the rare event that the system is processing a closure and a reassignment simultaneously.
UTILIZATION MANAGEMENT - New
Added the ability to reset or pause the Turnaround Time (TAT) clock directly from the Request View page. Users with the appropriate functional permissions can now adjust the TAT clock when an outcome or outcome status is updated, providing greater control over TAT calculations and compliance tracking. This update includes:
Reset TAT modal and action button on the Request View page, allowing users to reset the clock and select a configured reset reason.
Pause TAT modal and action button on the Request View page, allowing users to pause the clock when appropriate.
TAT Adjustment History section on the Request View page, so you can view a log of all resets and pause actions taken on a request.
Configurable Reset Reason dictionary, allowing your organization to define the available reasons for a TAT reset.
New functional permissions for TAT Pause and Reset, so only authorized users can perform these actions.\ &#xNAN;Note: TAT Reset and Pause action buttons do not display for Waiver requests.
If a Dosage Regiment is removed from a service on a pharmacy request, the Duration and Units fields now automatically default to "1" instead of requiring a manual correction. Similarly, when a new Dosage Regimen is added, Duration, Dosage, and Frequency values default to "1" for each new entry. This applies to both new and updated pharmacy requests, reducing manual data entry and helping ensure consistent, accurate values.\ \ See the following video for an example of this update:
When a provider is replaced on a request, the system now displays the network status (if configured) for the newly added provider.
UTILIZATION MANAGEMENT - Updates
Corrected an issue on the Create Authorization Request pop-up where entering a Notification Date/Time of 12:xx AM (Midnight hour) in the calendar incorrectly converted it to 12:xx PM (Noon hour). The Notification Date/Time Calendar now correctly preserves the AM/PM value as entered, ensuring notification times are saved accurately.
Ensured that dosage changes on the pharmacy request save successfully.
Corrected an issue where users were unable to update a request classification when editing a waiver due to unrelated notification date permissions.
Ensured that the Close Discharge Dates are included in the Audit History for closed requests.
Ensured that when you create a task from a request, the task is assigned to the Department Owner of the request by default, as opposed to assigning the task to the general Default Department.
Ensured that the Planned End/Discharge Date field for a inpatient extension displays as the Through Date of the extension plus one day instead of the planned end date of the initial request.
TEST 5/19/2026 PROD 5/21/2026
CARE MANAGEMENT - Update
Ensured that you have the ability to filter by active program and date range to review engagement activity.
UTILIZATION MANAGEMENT - New
Added a configurable option that allows for pulling requests based on a user's capacity, instead of a fixed number.
The Audit History for a request now includes Service-level custom fields.
Outcome ID and Enrollment updates are now included when you print a request.
UTILIZATION MANAGEMENT - Updates
Ensured that the network status (if configured) displays when you replace the provider.
Ensured that you cannot close a request without a valid Discharge/Close date.
Ensured that Request Classification description displays correctly in the Request Details header.
Ensured that the Audit History reflects changes to Request-level custom fields accurately and in full.
Ensured that the system indicates a service as Primary with the star symbol for referral requests.
Ensured that when a Care Management user also has Payer Admin access to the Provider Portal, only the Care Management user profile is available as an option when assigning task ownership.
TEST 5/12/2026 PROD 5/14/2026
CARE MANAGEMENT - New
Updated the error messaging in the Person Profile to be more user-friendly.
Added a configurable option for identifying historical attachments in the Attachments panel that were migrated from Medecision's Legacy platform.
Example: Historical Attachments Indicated in the Attachments Panelumbers), so you can see the information in full. * The Care Action Plan report displays full Client Code Descriptions instead of Client Codes, making the report easier to read. Additionally, the field is renamed from "Client Code" to "Client" for clarity.
CARE MANAGEMENT - Updates
Ensured that blank spaces are not accepted as the only input for a required text field.
Ensured that the assessment history displays accurate dates when you are reviewing past assessments.
Ensured that members using the Member App can decline to speak with the Care Team when leaving a program.
UTILIZATION MANAGEMENT - New
The most recently uploaded attachments for a request now appear at the top of the list, making it easier to find what was just added.
UTILIZATION MANAGEMENT - Updates
Updated the Close/Discharge date for a request reflect your organization's time zone.
Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
so you can see the information in full.The Care Action Plan report displays full Client Code Descriptions instead of Client Codes, making the report easier to read. Additionally, the field is renamed from "Client Code" to "Client" for clarity.
CARE MANAGEMENT - Updates
Ensured that blank spaces are not accepted as the only input for a required text field.
Ensured that the assessment history displays accurate dates when you are reviewing past assessments.
Ensured that members using the Member App can decline to speak with the Care Team when leaving a program.
UTILIZATION MANAGEMENT - New
The most recently uploaded attachments for a request now appear at the top of the list, making it easier to find what was just added.
UTILIZATION MANAGEMENT - Updates
Updated the Close/Discharge date for a request reflect your organization's time zone.
Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
ou can see the information in full.The Care Action Plan report displays full Client Code Descriptions instead of Client Codes, making the report easier to read. Additionally, the field is renamed from "Client Code" to "Client" for clarity.
CARE MANAGEMENT - Updates
Ensured that blank spaces are not accepted as the only input for a required text field.
Ensured that the assessment history displays accurate dates when you are reviewing past assessments.
Ensured that members using the Member App can decline to speak with the Care Team when leaving a program.
UTILIZATION MANAGEMENT - New
The most recently uploaded attachments for a request now appear at the top of the list, making it easier to find what was just added.
UTILIZATION MANAGEMENT - Updates
Updated the Close/Discharge date for a request reflect your organization's time zone.
Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
e information in full.The Care Action Plan report displays full Client Code Descriptions instead of Client Codes, making the report easier to read. Additionally, the field is renamed from "Client Code" to "Client" for clarity.
CARE MANAGEMENT - Updates
Ensured that blank spaces are not accepted as the only input for a required text field.
Ensured that the assessment history displays accurate dates when you are reviewing past assessments.
Ensured that members using the Member App can decline to speak with the Care Team when leaving a program.
UTILIZATION MANAGEMENT - New
The most recently uploaded attachments for a request now appear at the top of the list, making it easier to find what was just added.
UTILIZATION MANAGEMENT - Updates
Updated the Close/Discharge date for a request reflect your organization's time zone.
Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
tion in full.The Care Action Plan report displays full Client Code Descriptions instead of Client Codes, making the report easier to read. Additionally, the field is renamed from "Client Code" to "Client" for clarity.
CARE MANAGEMENT - Updates
Ensured that blank spaces are not accepted as the only input for a required text field.
Ensured that the assessment history displays accurate dates when you are reviewing past assessments.
Ensured that members using the Member App can decline to speak with the Care Team when leaving a program.
UTILIZATION MANAGEMENT - New
The most recently uploaded attachments for a request now appear at the top of the list, making it easier to find what was just added.
UTILIZATION MANAGEMENT - Updates
Updated the Close/Discharge date for a request reflect your organization's time zone.
Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
Added a configurable option for showing only historical attachments migrated from Medecision's Legacy platform in the Attachments panel.
Example: Show Only Historical Attachmentspdates**
Ensured that blank spaces are not accepted as the only input for a required text field.
Ensured that the assessment history displays accurate dates when you are reviewing past assessments.
Ensured that members using the Member App can decline to speak with the Care Team when leaving a program.
UTILIZATION MANAGEMENT - New
The most recently uploaded attachments for a request now appear at the top of the list, making it easier to find what was just added.
UTILIZATION MANAGEMENT - Updates
Updated the Close/Discharge date for a request reflect your organization's time zone.
Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
Ensured that blank spaces are not accepted as the only input for a required text field.
Ensured that the assessment history displays accurate dates when you are reviewing past assessments.
Ensured that members using the Member App can decline to speak with the Care Team when leaving a program.
UTILIZATION MANAGEMENT - New
The most recently uploaded attachments for a request now appear at the top of the list, making it easier to find what was just added.
UTILIZATION MANAGEMENT - Updates
Updated the Close/Discharge date for a request reflect your organization's time zone.
Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
nsured that blank spaces are not accepted as the only input for a required text field.Ensured that the assessment history displays accurate dates when you are reviewing past assessments.
Ensured that members using the Member App can decline to speak with the Care Team when leaving a program.
UTILIZATION MANAGEMENT - New
The most recently uploaded attachments for a request now appear at the top of the list, making it easier to find what was just added.
UTILIZATION MANAGEMENT - Updates
Updated the Close/Discharge date for a request reflect your organization's time zone.
Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
blank spaces are not accepted as the only input for a required text field*.Ensured that the assessment history displays accurate dates when you are reviewing past assessments.
Ensured that members using the Member App can decline to speak with the Care Team when leaving a program.
UTILIZATION MANAGEMENT - New
The most recently uploaded attachments for a request now appear at the top of the list, making it easier to find what was just added.
UTILIZATION MANAGEMENT - Updates
Updated the Close/Discharge date for a request reflect your organization's time zone.
Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
aces are not accepted as the only input for a required text field**.Ensured that the assessment history displays accurate dates when you are reviewing past assessments.
Ensured that members using the Member App can decline to speak with the Care Team when leaving a program.
UTILIZATION MANAGEMENT - New
The most recently uploaded attachments for a request now appear at the top of the list, making it easier to find what was just added.
UTILIZATION MANAGEMENT - Updates
Updated the Close/Discharge date for a request reflect your organization's time zone.
Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
UTILIZATION MANAGEMENT - New
Completed the following updates for the Print Request feature:
Added the Service column to the Requester Details table.
Example: Service in Requester Details Table in Print Requestthe Close/Discharge date for a request reflect your organization's time zone. * Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically. * Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
se/Discharge date for a request** reflect your organization's time zone.Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
ischarge date for a request** reflect your organization's time zone.Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
for a request** reflect your organization's time zone.Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
Added the Provider Network status to the Provider Information section.
Example: Provider Network in Print Requestarge date for a request reflect your organization's time zone. * Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically. * Ensured that the calendar icon does not overlap the diagnosis search dropdown**, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
for a request** reflect your organization's time zone.Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
a request** reflect your organization's time zone.Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
reflect your organization's time zone.Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
Moved the Length of Stay (LOS) field from the Services section to the Inpatient section.
You can now add or replace providers directly within a request, ensuring the correct provider information is associated with the request. Key highlights:
Add providers: Add new providers to an existing request.
Replace providers: Swap out a provider while preserving the assigned role (e.g., replace one Facility with another).
Built-in safeguards: This update prevents users from removing the last provider from a request and ensures that replacement providers meet role requirements (e.g., a Practitioner cannot be set as a Facility).
When you add the first service on a draft inpatient request, the system sets that service as Primary automatically.
Added the ability for your organization to configure the maximum number of requests available to pull into a worklist. The Pull Requests dropdown automatically reflects this limit.
Added a configurable option to prioritize faxes for pulling and assigning by escalation first, then incoming date and time, with the oldest fax first. This ensures that urgent faxes are pulled and assigned ahead of non-escalated ones.\ For example, if you have three faxes and two of them are escalated, the system pulls the oldest escalated fax first, then the other escalated fax, and finally the non-escalated fax.
UTILIZATION MANAGEMENT - Updates
Ensured that all matching requests display correctly when you apply filters to the Utilization Management Dashboard Worklist.
Resolved a time zone-related issue that caused a person's date of birth to shift by a day when using the Quick Preview for the related request in the Worklist.
TEST 5/05/2026 PROD 5/07/2026
CARE MANAGEMENT - New
The most recently uploaded attachments at the person and program levels now appear at the top of the list, making it easier to find what was just added.
Tooltips now display when you hover over trimmed contact details (addresses, emails, phone numbers), so you can see the information in full.
The Care Action Plan report displays full Client Code Descriptions instead of Client Codes, making the report easier to read. Additionally, the field is renamed from "Client Code" to "Client" for clarity.
CARE MANAGEMENT - Updates
Ensured that blank spaces are not accepted as the only input for a required text field.
Ensured that the assessment history displays accurate dates when you are reviewing past assessments.
Ensured that members using the Member App can decline to speak with the Care Team when leaving a program.
UTILIZATION MANAGEMENT - New
The most recently uploaded attachments for a request now appear at the top of the list, making it easier to find what was just added.
UTILIZATION MANAGEMENT - Updates
Updated the Close/Discharge date for a request reflect your organization's time zone.
Ensured that when you add the first diagnosis on a draft inpatient request, the system sets that diagnosis as Primary/Admitting automatically.
Ensured that the calendar icon does not overlap the diagnosis search dropdown, so you can easily select a diagnosis on the Diagnosis & Services step.
TEST 4/28/2026 PROD 4/30/2026
CARE MANAGEMENT - New
Added a configurable option to select the organization on the login page. This is useful if your company has multiple subsidiaries accessing Care Management.
Example: Organization Menu from Login Pager the information. If additional contact info needs to be added, click Add Another Address/Phone Number/Email Address to enter additional information. Additionally, a pop-up window now displays for editing contact information.
ormation. If additional contact info needs to be added, click Add Another Address/Phone Number/Email Address to enter additional information. Additionally, a pop-up window now displays for editing contact information.
tion. If additional contact info needs to be added, click Add Another Address/Phone Number/Email Address to enter additional information. Additionally, a pop-up window now displays for editing contact information.
tional contact info needs to be added, click Add Another Address/Phone Number/Email Address to enter additional information. Additionally, a pop-up window now displays for editing contact information.
ntact info needs to be added, click Add Another Address/Phone Number/Email Address to enter additional information. Additionally, a pop-up window now displays for editing contact information.
Added the void reason, author, and date to the voided notes that display when you are printing an Assessment or Notes.
CARE MANAGEMENT - Updates
Ensured that dates and times in assessments display in the user's correct time zone.
Ensured that the error message regarding duplicate addresses, phone numbers, or emails on the New or Edit Person page disappears after you remove the duplicated information.
Ensured that if you are editing a person's details, the updated information does not save unless you click either the "Save" or "Save & Exit" button. If you navigate away from the page without saving, the information is not updated.
UTILIZATION MANAGEMENT - New
Added a Request column to the Processed Faxes list, so you can access a request associated to a fax directly from the list.
Example: Request Column in Fax Listn the print summary for requests with associated waivers.
nt summary for requests with associated waivers.
ummary** for requests with associated waivers.
requests with associated waivers.
Added voided notes—including the void reason, author, and date—to the print summary for requests.
Added the ability to make request notes available in letters.
Example: Option in Diagnosis Noteelect Waivers to Include in Print Summaryvers to Include in Print Summary to Include in Print Summaryn Print Summary
Example: Option in Notes Panelsummary_include-penalty-and-waiver.png" alt="">nclude-penalty-and-waiver.png" alt="">de-penalty-and-waiver.png" alt="">d-waiver.png" alt="">png" alt="">
Example: Option in Create Note Penalty and Waiver Section to Include in Print Summaryand Waiver Section to Include in Print SummaryWaiver Section to Include in Print Summaryn to Include in Print Summary
When you do not include the Account ID value in your membership files, this field will now be automatically hidden from display in the person's Enrollment Details.
UTILIZATION MANAGEMENT - Update
Ensured that the Due Today and Due Tomorrow filters in the Request Worklist filter correctly for the user's time zone.
TEST 4/21/2026 PROD 4/23/2026
CARE MANAGEMENT - New
Improved the flow and user experience for when you are creating a new person or editing a person's contact information by reducing the number of clicks needed to enter the information. If additional contact info needs to be added, click Add Another Address/Phone Number/Email Address to enter additional information. Additionally, a pop-up window now displays for editing contact information.
Example: "Add Another" Link in Person Profilesigns that task to the user owner's default department. * The full-page view of Health Summary now displays the selected date range from the split-screen view.
CARE MANAGEMENT - Update
Updated notes to include the note author's title and phone number next to the author's name. This update affects all Notes displays, including the optional configuration for the full-page view of notes.
UTILIZATION MANAGEMENT - New
When you update the Dosage Regimen Durations in a Pharmacy request, the top-level Duration on the request automatically updates to reflect the updated duration.\
t task to the user owner's default department. * The full-page view of Health Summary now displays the selected date range from the split-screen view.
CARE MANAGEMENT - Update
Updated notes to include the note author's title and phone number next to the author's name. This update affects all Notes displays, including the optional configuration for the full-page view of notes.
UTILIZATION MANAGEMENT - New
When you update the Dosage Regimen Durations in a Pharmacy request, the top-level Duration on the request automatically updates to reflect the updated duration.\
sk to the user owner's default department. * The full-page view of Health Summary now displays the selected date range from the split-screen view.
CARE MANAGEMENT - Update
Updated notes to include the note author's title and phone number next to the author's name. This update affects all Notes displays, including the optional configuration for the full-page view of notes.
UTILIZATION MANAGEMENT - New
When you update the Dosage Regimen Durations in a Pharmacy request, the top-level Duration on the request automatically updates to reflect the updated duration.\
r owner's default department. * The full-page view of Health Summary now displays the selected date range from the split-screen view.
CARE MANAGEMENT - Update
Updated notes to include the note author's title and phone number next to the author's name. This update affects all Notes displays, including the optional configuration for the full-page view of notes.
UTILIZATION MANAGEMENT - New
When you update the Dosage Regimen Durations in a Pharmacy request, the top-level Duration on the request automatically updates to reflect the updated duration.\
default department. * The full-page view of Health Summary now displays the selected date range from the split-screen view.
CARE MANAGEMENT - Update
Updated notes to include the note author's title and phone number next to the author's name. This update affects all Notes displays, including the optional configuration for the full-page view of notes.
UTILIZATION MANAGEMENT - New
When you update the Dosage Regimen Durations in a Pharmacy request, the top-level Duration on the request automatically updates to reflect the updated duration.\
Example: Edit Phone Numbertem also assigns that task to the user owner's default department. * The full-page view of Health Summary now displays the selected date range from the split-screen view.
CARE MANAGEMENT - Update
Updated notes to include the note author's title and phone number next to the author's name. This update affects all Notes displays, including the optional configuration for the full-page view of notes.
UTILIZATION MANAGEMENT - New
When you update the Dosage Regimen Durations in a Pharmacy request, the top-level Duration on the request automatically updates to reflect the updated duration.\
assigns that task to the user owner's default department. * The full-page view of Health Summary now displays the selected date range from the split-screen view.
CARE MANAGEMENT - Update
Updated notes to include the note author's title and phone number next to the author's name. This update affects all Notes displays, including the optional configuration for the full-page view of notes.
UTILIZATION MANAGEMENT - New
When you update the Dosage Regimen Durations in a Pharmacy request, the top-level Duration on the request automatically updates to reflect the updated duration.\
gns that task to the user owner's default department. * The full-page view of Health Summary now displays the selected date range from the split-screen view.
CARE MANAGEMENT - Update
Updated notes to include the note author's title and phone number next to the author's name. This update affects all Notes displays, including the optional configuration for the full-page view of notes.
UTILIZATION MANAGEMENT - New
When you update the Dosage Regimen Durations in a Pharmacy request, the top-level Duration on the request automatically updates to reflect the updated duration.\
to the user owner's default department. * The full-page view of Health Summary now displays the selected date range from the split-screen view.
CARE MANAGEMENT - Update
Updated notes to include the note author's title and phone number next to the author's name. This update affects all Notes displays, including the optional configuration for the full-page view of notes.
UTILIZATION MANAGEMENT - New
When you update the Dosage Regimen Durations in a Pharmacy request, the top-level Duration on the request automatically updates to reflect the updated duration.\
ser owner's default department. * The full-page view of Health Summary now displays the selected date range from the split-screen view.
CARE MANAGEMENT - Update
Updated notes to include the note author's title and phone number next to the author's name. This update affects all Notes displays, including the optional configuration for the full-page view of notes.
UTILIZATION MANAGEMENT - New
When you update the Dosage Regimen Durations in a Pharmacy request, the top-level Duration on the request automatically updates to reflect the updated duration.\
CARE MANAGEMENT - Update
Ensured that provider names are displayed in the Lab Tests, Visits, and UM tabs in Health Summary.
UTILIZATION MANAGEMENT - New
Completed the following updates for when you are printing or downloading a PDF of a request:
Added the option to include waivers in the print summary for requests with associated waivers.
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Added the option to include the Penalty and Waiver section in the print summary.
Example: Penalty and Waiver Section to Include in Print SummaryTEST 4/07/2026 PROD 4/09/2026 UTILIZATION MANAGEMENT - New - Updated the Notification Date when converting Waiver Requests. When a waiver request is converted to a different request classification, the Notification Date on the updated request will automatically update to the current date and time at the moment of conversion. 4/07/2026 PROD 4/09/2026** UTILIZATION MANAGEMENT - New - Updated the Notification Date when converting Waiver Requests. When a waiver request is converted to a different request classification, the Notification Date on the updated request will automatically update to the current date and time at the moment of conversion. /2026 PROD 4/09/2026** UTILIZATION MANAGEMENT - New - Updated the Notification Date when converting Waiver Requests. When a waiver request is converted to a different request classification, the Notification Date on the updated request will automatically update to the current date and time at the moment of conversion. 4/09/2026** UTILIZATION MANAGEMENT - New - Updated the Notification Date when converting Waiver Requests. When a waiver request is converted to a different request classification, the Notification Date on the updated request will automatically update to the current date and time at the moment of conversion. 6** UTILIZATION MANAGEMENT - New - Updated the Notification Date when converting Waiver Requests. When a waiver request is converted to a different request classification, the Notification Date on the updated request will automatically update to the current date and time at the moment of conversion. - For assessments tied to requests, multi-select questions display the number of options that can be selected.
Example: Multi-Select Question with Limited Optionsication Date** on the updated request will automatically update to the current date and time at the moment of conversion.ate** on the updated request will automatically update to the current date and time at the moment of conversion. * on the updated request will automatically update to the current date and time at the moment of conversion. ted request will automatically update to the current date and time at the moment of conversion. st will automatically update to the current date and time at the moment of conversion. UTILIZATION MANAGEMENT - Updates - Corrected a discrepancy in dates loaded using the Request and Program Import Utility Interface (RPI). - Ensured that when an previously determined outcome is edited that the Due Date and Turnaround Time (TAT) continue to display after the Request is saved. - Ensured that you can clear the Notification Date while editing a service without an error. - Ensured that if you exit Edit Mode on a request without saving changes, that the "Are you sure that you want to discard changes?" pop-up displays instead of the "Reload site" pop-up. - Ensured that when you edit the Place of Service for the Length of Stay (LOS) in an inpatient request, the Place of Service in the Outcome is not modified. - Ensured that dates and times related to requests display accurately in both Standard Time and Daylight Savings Time. ___________________________________________________________ TEST 4/14/2026 PROD 4/16/2026 CARE MANAGEMENT - New - Added an optional configuration for assigning tasks to a User Owner's department. When you assign a task to a new User Owner, the system also assigns that task to the user owner's default department. - The full-page view of Health Summary now displays the selected date range from the split-screen view. CARE MANAGEMENT - Update - Updated notes to include the note author's title and phone number next to the author's name. This update affects all Notes displays, including the optional configuration for the full-page view of notes. UTILIZATION MANAGEMENT - New - When you update the Dosage Regimen Durations in a Pharmacy request, the top-level Duration on the request automatically updates to reflect the updated duration.\ Example: Duration Updated with Total of Dosage Regimen Durations searches using three or more words**. CARE MANAGEMENT - Updates - Ensured that the full information bubble displays when you hover over a visit in Health Summary. - Corrected an issue where the Letters tab was not displaying for a specific program. - Updated the Clinical API ({baseURL}/clinicalapi/api/v1/clinical/members/{member id}/base-info) to avoid timeouts on GET Member calls. UTILIZATION MANAGEMENT - NEW - Added back-end support for pharmaceuticals to be used in Waivers on Pharmacy requests, extending waiver management capabilities to pharmacy-related services. - Updated the Diagnosis and Services Quicklist so that the Quicklist option is no longer available for selection on the View Request page when a request is in a determined state. This prevents unintended changes to diagnoses after a request outcome has been recorded. - Provider alternate IDs are now visible on the Create Request pages, making it easier to view provider information when submitting requests. - Filters and sorting settings on the Homepage Request worklist now stay saved as you navigate across different pages, providing a consistent experience. These preferences remain active until you close your browser tab. - Users with the EditServiceDueDate permission can manually update the Service Due Date during the Edit Service action. Once set manually, this date will be preserved and won’t be overwritten by automatic due date rules. This ensures that manually entered Service Due Dates remain the trusted reference for turnaround time calculations. - Users without the reviewEditor permission will no longer see the Provider and Service search bars on the View Request page and will not be able to search for or add new Providers or Services. UTILIZATION MANAGEMENT - UPDATES - Ensured that the Treatment Type and Review Type are returned in Request Search results. - Ensured that long inline notes display in full when downloading a PDF of a request. - Ensured that the date and time on an attachment to a request displays in the user's time zone. ___________________________________________________________ TEST 3/17/2026 PROD 3/19/2026 CARE MANAGEMENT - New - Completed the following updates for Digital Journeys: - Added an Enroll button for digital programs, so you can enroll a person into a digital program manually. This is helpful in cases where a person requests more information about the program, meets with the care manager, and then decides to enroll. If a person only wants to participate telephonically, then the care manager has the ability to manage the program. - Renamed the Resend Invite button to Resend Journey Invite for Digital Journeys. - Updated the statuses on the Assessment step of digital programs to be consistent with the statuses of telephonic programs in Reporting. - Added a configuration for bulk closing tasks from either the CPV or from within a program journey. If configured, you can select multiple program tasks and close them with the same outcome.
g three or more words**. CARE MANAGEMENT - Updates - Ensured that the full information bubble displays when you hover over a visit in Health Summary. - Corrected an issue where the Letters tab was not displaying for a specific program. - Updated the Clinical API ({baseURL}/clinicalapi/api/v1/clinical/members/{member id}/base-info) to avoid timeouts on GET Member calls. UTILIZATION MANAGEMENT - NEW - Added back-end support for pharmaceuticals to be used in Waivers on Pharmacy requests, extending waiver management capabilities to pharmacy-related services. - Updated the Diagnosis and Services Quicklist so that the Quicklist option is no longer available for selection on the View Request page when a request is in a determined state. This prevents unintended changes to diagnoses after a request outcome has been recorded. - Provider alternate IDs are now visible on the Create Request pages, making it easier to view provider information when submitting requests. - Filters and sorting settings on the Homepage Request worklist now stay saved as you navigate across different pages, providing a consistent experience. These preferences remain active until you close your browser tab. - Users with the EditServiceDueDate permission can manually update the Service Due Date during the Edit Service action. Once set manually, this date will be preserved and won’t be overwritten by automatic due date rules. This ensures that manually entered Service Due Dates remain the trusted reference for turnaround time calculations. - Users without the reviewEditor permission will no longer see the Provider and Service search bars on the View Request page and will not be able to search for or add new Providers or Services. UTILIZATION MANAGEMENT - UPDATES - Ensured that the Treatment Type and Review Type are returned in Request Search results. - Ensured that long inline notes display in full when downloading a PDF of a request. - Ensured that the date and time on an attachment to a request displays in the user's time zone. ___________________________________________________________ TEST 3/17/2026 PROD 3/19/2026 CARE MANAGEMENT - New - Completed the following updates for Digital Journeys: - Added an Enroll button for digital programs, so you can enroll a person into a digital program manually. This is helpful in cases where a person requests more information about the program, meets with the care manager, and then decides to enroll. If a person only wants to participate telephonically, then the care manager has the ability to manage the program. - Renamed the Resend Invite button to Resend Journey Invite for Digital Journeys. - Updated the statuses on the Assessment step of digital programs to be consistent with the statuses of telephonic programs in Reporting. - Added a configuration for bulk closing tasks from either the CPV or from within a program journey. If configured, you can select multiple program tasks and close them with the same outcome. ree or more words**. CARE MANAGEMENT - Updates - Ensured that the full information bubble displays when you hover over a visit in Health Summary. - Corrected an issue where the Letters tab was not displaying for a specific program. - Updated the Clinical API ({baseURL}/clinicalapi/api/v1/clinical/members/{member id}/base-info) to avoid timeouts on GET Member calls. UTILIZATION MANAGEMENT - NEW - Added back-end support for pharmaceuticals to be used in Waivers on Pharmacy requests, extending waiver management capabilities to pharmacy-related services. - Updated the Diagnosis and Services Quicklist so that the Quicklist option is no longer available for selection on the View Request page when a request is in a determined state. This prevents unintended changes to diagnoses after a request outcome has been recorded. - Provider alternate IDs are now visible on the Create Request pages, making it easier to view provider information when submitting requests. - Filters and sorting settings on the Homepage Request worklist now stay saved as you navigate across different pages, providing a consistent experience. These preferences remain active until you close your browser tab. - Users with the EditServiceDueDate permission can manually update the Service Due Date during the Edit Service action. Once set manually, this date will be preserved and won’t be overwritten by automatic due date rules. This ensures that manually entered Service Due Dates remain the trusted reference for turnaround time calculations. - Users without the reviewEditor permission will no longer see the Provider and Service search bars on the View Request page and will not be able to search for or add new Providers or Services. UTILIZATION MANAGEMENT - UPDATES - Ensured that the Treatment Type and Review Type are returned in Request Search results. - Ensured that long inline notes display in full when downloading a PDF of a request. - Ensured that the date and time on an attachment to a request displays in the user's time zone. ___________________________________________________________ TEST 3/17/2026 PROD 3/19/2026 CARE MANAGEMENT - New - Completed the following updates for Digital Journeys: - Added an Enroll button for digital programs, so you can enroll a person into a digital program manually. This is helpful in cases where a person requests more information about the program, meets with the care manager, and then decides to enroll. If a person only wants to participate telephonically, then the care manager has the ability to manage the program. - Renamed the Resend Invite button to Resend Journey Invite for Digital Journeys. - Updated the statuses on the Assessment step of digital programs to be consistent with the statuses of telephonic programs in Reporting. - Added a configuration for bulk closing tasks from either the CPV or from within a program journey. If configured, you can select multiple program tasks and close them with the same outcome. ords**. CARE MANAGEMENT - Updates - Ensured that the full information bubble displays when you hover over a visit in Health Summary. - Corrected an issue where the Letters tab was not displaying for a specific program. - Updated the Clinical API ({baseURL}/clinicalapi/api/v1/clinical/members/{member id}/base-info) to avoid timeouts on GET Member calls. UTILIZATION MANAGEMENT - NEW - Added back-end support for pharmaceuticals to be used in Waivers on Pharmacy requests, extending waiver management capabilities to pharmacy-related services. - Updated the Diagnosis and Services Quicklist so that the Quicklist option is no longer available for selection on the View Request page when a request is in a determined state. This prevents unintended changes to diagnoses after a request outcome has been recorded. - Provider alternate IDs are now visible on the Create Request pages, making it easier to view provider information when submitting requests. - Filters and sorting settings on the Homepage Request worklist now stay saved as you navigate across different pages, providing a consistent experience. These preferences remain active until you close your browser tab. - Users with the EditServiceDueDate permission can manually update the Service Due Date during the Edit Service action. Once set manually, this date will be preserved and won’t be overwritten by automatic due date rules. This ensures that manually entered Service Due Dates remain the trusted reference for turnaround time calculations. - Users without the reviewEditor permission will no longer see the Provider and Service search bars on the View Request page and will not be able to search for or add new Providers or Services. UTILIZATION MANAGEMENT - UPDATES - Ensured that the Treatment Type and Review Type are returned in Request Search results. - Ensured that long inline notes display in full when downloading a PDF of a request. - Ensured that the date and time on an attachment to a request displays in the user's time zone. ___________________________________________________________ TEST 3/17/2026 PROD 3/19/2026 CARE MANAGEMENT - New - Completed the following updates for Digital Journeys: - Added an Enroll button for digital programs, so you can enroll a person into a digital program manually. This is helpful in cases where a person requests more information about the program, meets with the care manager, and then decides to enroll. If a person only wants to participate telephonically, then the care manager has the ability to manage the program. - Renamed the Resend Invite button to Resend Journey Invite for Digital Journeys. - Updated the statuses on the Assessment step of digital programs to be consistent with the statuses of telephonic programs in Reporting. - Added a configuration for bulk closing tasks from either the CPV or from within a program journey. If configured, you can select multiple program tasks and close them with the same outcome. * Completed the following updates for the Print Summary for requests: * Added Service Custom Fields to the print summary for all request types. * Added Pharmaceutical Services to the print summary for Pharmacy requests. ___________________________________________________________ TEST 4/07/2026 PROD 4/09/2026 UTILIZATION MANAGEMENT - New - Updated the Notification Date when converting Waiver Requests. When a waiver request is converted to a different request classification, the Notification Date on the updated request will automatically update to the current date and time at the moment of conversion. **Note:*** Users with the **EditNotificationDateOnClassificationUpdate** permission can manually edit this Notification Date and Time after conversion. * For users without this permission, the Notification Date field will be read-only and display the updated date and timestamp only.**UTILIZATION MANAGEMENT - UPDATES*** Ensured that the **Treatment Type and Review Type are returned in Request Search results**. * Ensured that **long inline notes display in full** when downloading a PDF of a request. * Ensured that the **date and time on an attachment to a request** displays in the user's time zone.*****TEST 3/17/2026 PROD 3/19/2026****CARE MANAGEMENT - New*** Completed the following updates for Digital Journeys: * Added an **Enroll button for digital programs**, so you can enroll a person into a digital program manually. This is helpful in cases where a person requests more information about the program, meets with the care manager, and then decides to enroll. If a person only wants to participate telephonically, then the care manager has the ability to manage the program. * Renamed the Resend Invite button to **Resend Journey Invite** for Digital Journeys. * **Updated the statuses on the Assessment step of digital programs** to be consistent with the statuses of telephonic programs in Reporting. * Added **a configuration for bulk closing tasks from either the CPV or from within a program journey**. If configured, you can select multiple program tasks and close them with the same outcome.- Updated extension requests so that the From Date of an extended service populates as the Through Date plus 1 day. This update eliminates the need for a manual update to the From Date of the extension to avoid an overlap with the Through Date of the original requested service. - Updated the calculation of the Planned End/Discharge date for when a request is changed from Outpatient to Inpatient or vice-versa: - When a request is moved from Outpatient to Inpatient, the system uses the Inpatient logic to calculate the correct dates for the Planned End/ Discharge Date of the LOS and any services. - When a request is moved from Inpatient to Outpatient, the system uses the Outpatient logic to calculate the correct dates for Planned End Date of the services. UTILIZATION MANAGEMENT - Updates - Ensured that duplicate users do not display when you are trying to assign a request to another User Owner. ___________________________________________________________ TEST 3/31/2026 PROD 4/02/2026 CARE MANAGEMENT - New - An Add Note button now displays in any Notes panel or page, even when you do not have existing notes. - Updated the Quick Search box to display a message instructing you to use Advanced Search for searches using three or more words. CARE MANAGEMENT - Updates - Ensured that the full information bubble displays when you hover over a visit in Health Summary. - Corrected an issue where the Letters tab was not displaying for a specific program. - Updated the Clinical API ({baseURL}/clinicalapi/api/v1/clinical/members/{member id}/base-info) to avoid timeouts on GET Member calls. UTILIZATION MANAGEMENT - NEW - Added back-end support for pharmaceuticals to be used in Waivers on Pharmacy requests, extending waiver management capabilities to pharmacy-related services. - Updated the Diagnosis and Services Quicklist so that the Quicklist option is no longer available for selection on the View Request page when a request is in a determined state. This prevents unintended changes to diagnoses after a request outcome has been recorded. - Provider alternate IDs are now visible on the Create Request pages, making it easier to view provider information when submitting requests. - Filters and sorting settings on the Homepage Request worklist now stay saved as you navigate across different pages, providing a consistent experience. These preferences remain active until you close your browser tab. - Users with the EditServiceDueDate permission can manually update the Service Due Date during the Edit Service action. Once set manually, this date will be preserved and won’t be overwritten by automatic due date rules. This ensures that manually entered Service Due Dates remain the trusted reference for turnaround time calculations. - Users without the reviewEditor permission will no longer see the Provider and Service search bars on the View Request page and will not be able to search for or add new Providers or Services. UTILIZATION MANAGEMENT - UPDATES - Ensured that the Treatment Type and Review Type are returned in Request Search results. - Ensured that long inline notes display in full when downloading a PDF of a request. - Ensured that the date and time on an attachment to a request displays in the user's time zone. ___________________________________________________________ TEST 3/17/2026 PROD 3/19/2026 CARE MANAGEMENT - New - Completed the following updates for Digital Journeys: - Added an Enroll button for digital programs, so you can enroll a person into a digital program manually. This is helpful in cases where a person requests more information about the program, meets with the care manager, and then decides to enroll. If a person only wants to participate telephonically, then the care manager has the ability to manage the program. - Renamed the Resend Invite button to Resend Journey Invite for Digital Journeys. - Updated the statuses on the Assessment step of digital programs to be consistent with the statuses of telephonic programs in Reporting. - Added a configuration for bulk closing tasks from either the CPV or from within a program journey. If configured, you can select multiple program tasks and close them with the same outcome. Example: Bulk Close Tasks in a Program Journeyne click instead of two. * Ensured that the **edit pencil does not display for users who have view only permissions** for the Service Custom Fields and Request Custom Fields sections. *** **TEST 3/03/2026 PROD 3/05/2026** **CARE MANAGEMENT - New** * Added the ability to enable the following updates for Notes: * Added the ability to **display the full text for all notes on one page**, instead of the sidebar of notes with full text of one note visible at a time.
instead of two. * Ensured that the **edit pencil does not display for users who have view only permissions** for the Service Custom Fields and Request Custom Fields sections. *** **TEST 3/03/2026 PROD 3/05/2026** **CARE MANAGEMENT - New** * Added the ability to enable the following updates for Notes: * Added the ability to **display the full text for all notes on one page**, instead of the sidebar of notes with full text of one note visible at a time.
ead of two. * Ensured that the **edit pencil does not display for users who have view only permissions** for the Service Custom Fields and Request Custom Fields sections. *** **TEST 3/03/2026 PROD 3/05/2026** **CARE MANAGEMENT - New** * Added the ability to enable the following updates for Notes: * Added the ability to **display the full text for all notes on one page**, instead of the sidebar of notes with full text of one note visible at a time.
Ensured that the **edit pencil does not display for users who have view only permissions** for the Service Custom Fields and Request Custom Fields sections. *** **TEST 3/03/2026 PROD 3/05/2026** **CARE MANAGEMENT - New** * Added the ability to enable the following updates for Notes: * Added the ability to **display the full text for all notes on one page**, instead of the sidebar of notes with full text of one note visible at a time.
Example: Bulk Close Tasks from the CPVay the full text for all notes on one page**, instead of the sidebar of notes with full text of one note visible at a time.
ll text for all notes on one page**, instead of the sidebar of notes with full text of one note visible at a time.
ext for all notes on one page**, instead of the sidebar of notes with full text of one note visible at a time.
otes on one page**, instead of the sidebar of notes with full text of one note visible at a time.
- Updated the Close Program and Reopen Program boxes to display the date and time on which a program was closed or reopened, so if you reopen a program on the same date on which it was closed, you can reopen it. The Date/Time field defaults to the current date and time, but you can update the date and time, if needed. - Added the ability to configure a program to disable enrollment if there is no primary diagnosis specified. CARE MANAGEMENT - Updates - Removed country code from display of phone numbers in the Engagement tab in the CPV display in the correct format. - Corrected an issue where in certain cases, an assessment still displayed as In Progress in the Assessments list despite being completed with the status change noted in Audit History. - Completed back-end improvements to ensure a successful program load. - Completed back-end improvements to ensure that assessments tied to programs affected by Member Merge are aligned accurately. UTILIZATION MANAGEMENT - New - We are excited to announce several new features designed to improve how you manage pharmacy-related requests:
- New Pharmacy Request Classification: A dedicated request classification for Pharmacy has been introduced, enabling you to manage pharmacy requests more effectively within your workflows. - New Drug Service Type: Clients can now utilize a newly added drug service type as part of the Pharmacy request group. NDC, HCPCS, and CPT code types are now supported for drug service types. This allows for more precise coding and alignment with your pharmacy management processes. - New Dosage Regimen Option: A new dosage regimen option is available for drug services to facilitate accurate calculation of units per service on pharmacy requests, streamlining dose-based request processing. - Updated extensions to ensure that the service marked as Primary on the initial request is carried over to the extension and marked as Primary by default. This ensures consistency and accuracy across reporting and user experience. \ Note: You can still update the service in the extension if it is no longer the primary service. - Added a configuration for including a Level of Care field in the Diagnosis and Services section of an inpatient request. Your organization can configure this field to be either optional or required.
Example: Level of Careistory align to your organization's time zone instead of UTC. * Ensured that a supervisor can reassign programs** from another user's worklist successfully. UTILIZATION MANAGEMENT - New - Added quicklists for Diagnoses and Services to streamline clinical and administrative processes by enabling you to access predefined commonly used diagnoses and services, reducing search time, minimizing manual input, and lowering the risk of selection errors. This enhancement improves user productivity, supports faster decision-making, increases system adoption and satisfaction, and ultimately contributes to operational cost savings while maintaining consistency and compliance across utilization review activities. - Moved the Service Custom Fields section to the bottom of the Service Details section, so you can view related custom fields as part of viewing information about the Service. - Ensured that the Appeal details in the Service Outcomes section adjusts to your screen width for easier viewing. UTILIZATION MANAGEMENT - Updates - Corrected an issue where a voided service did not immediately display with the updated status. Now, when you void a service and add another pending service, you'll see one voided service and one pending service instead of two pending services. - Ensured that the Through Date for a Service is calculated correctly when more than 24 hours are entered (e.g. 25 hours) for the Duration. - A Request URL is now returned in the response to the Create Claim API call. - Endpoint:POST {base URL}/fhir/r4/v1/Claim- Request URL:{base URL}/draft-request/{requestId}___________________________________________________________ TEST 2/17/2026 PROD 2/19/2026 CARE MANAGEMENT - New - The Enrollment page for a person now defaults to filter for only enrollments that were active with the last data load from your organization. To view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. - Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. - Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. align to your organization's time zone instead of UTC. * Ensured that a supervisor can reassign programs from another user's worklist successfully. UTILIZATION MANAGEMENT - New - Added quicklists for Diagnoses and Services to streamline clinical and administrative processes by enabling you to access predefined commonly used diagnoses and services, reducing search time, minimizing manual input, and lowering the risk of selection errors. This enhancement improves user productivity, supports faster decision-making, increases system adoption and satisfaction, and ultimately contributes to operational cost savings while maintaining consistency and compliance across utilization review activities. - Moved the Service Custom Fields section to the bottom of the Service Details section, so you can view related custom fields as part of viewing information about the Service. - Ensured that the Appeal details in the Service Outcomes section adjusts to your screen width for easier viewing. UTILIZATION MANAGEMENT - Updates - Corrected an issue where a voided service did not immediately display with the updated status. Now, when you void a service and add another pending service, you'll see one voided service and one pending service instead of two pending services. - Ensured that the Through Date for a Service is calculated correctly when more than 24 hours are entered (e.g. 25 hours) for the Duration. - A Request URL is now returned in the response to the Create Claim API call. - Endpoint:POST {base URL}/fhir/r4/v1/Claim- Request URL:{base URL}/draft-request/{requestId}___________________________________________________________ TEST 2/17/2026 PROD 2/19/2026 CARE MANAGEMENT - New - The Enrollment page for a person now defaults to filter for only enrollments that were active with the last data load from your organization. To view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. - Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. - Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. n to your organization's time zone instead of UTC. * Ensured that a supervisor can reassign programs from another user's worklist successfully. UTILIZATION MANAGEMENT - New - Added quicklists for Diagnoses and Services to streamline clinical and administrative processes by enabling you to access predefined commonly used diagnoses and services, reducing search time, minimizing manual input, and lowering the risk of selection errors. This enhancement improves user productivity, supports faster decision-making, increases system adoption and satisfaction, and ultimately contributes to operational cost savings while maintaining consistency and compliance across utilization review activities. - Moved the Service Custom Fields section to the bottom of the Service Details section, so you can view related custom fields as part of viewing information about the Service. - Ensured that the Appeal details in the Service Outcomes section adjusts to your screen width for easier viewing. UTILIZATION MANAGEMENT - Updates - Corrected an issue where a voided service did not immediately display with the updated status. Now, when you void a service and add another pending service, you'll see one voided service and one pending service instead of two pending services. - Ensured that the Through Date for a Service is calculated correctly when more than 24 hours are entered (e.g. 25 hours) for the Duration. - A Request URL is now returned in the response to the Create Claim API call. - Endpoint:POST {base URL}/fhir/r4/v1/Claim- Request URL:{base URL}/draft-request/{requestId}___________________________________________________________ TEST 2/17/2026 PROD 2/19/2026 CARE MANAGEMENT - New - The Enrollment page for a person now defaults to filter for only enrollments that were active with the last data load from your organization. To view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. - Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. - Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. anization's time zone instead of UTC. * Ensured that a supervisor can reassign programs from another user's worklist successfully. UTILIZATION MANAGEMENT - New - Added quicklists for Diagnoses and Services to streamline clinical and administrative processes by enabling you to access predefined commonly used diagnoses and services, reducing search time, minimizing manual input, and lowering the risk of selection errors. This enhancement improves user productivity, supports faster decision-making, increases system adoption and satisfaction, and ultimately contributes to operational cost savings while maintaining consistency and compliance across utilization review activities. - Moved the Service Custom Fields section to the bottom of the Service Details section, so you can view related custom fields as part of viewing information about the Service. - Ensured that the Appeal details in the Service Outcomes section adjusts to your screen width for easier viewing. UTILIZATION MANAGEMENT - Updates - Corrected an issue where a voided service did not immediately display with the updated status. Now, when you void a service and add another pending service, you'll see one voided service and one pending service instead of two pending services. - Ensured that the Through Date for a Service is calculated correctly when more than 24 hours are entered (e.g. 25 hours) for the Duration. - A Request URL is now returned in the response to the Create Claim API call. - Endpoint:POST {base URL}/fhir/r4/v1/Claim- Request URL:{base URL}/draft-request/{requestId}___________________________________________________________ TEST 2/17/2026 PROD 2/19/2026 CARE MANAGEMENT - New - The Enrollment page for a person now defaults to filter for only enrollments that were active with the last data load from your organization. To view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. - Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. - Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. * Updated the Service Details in requests to allow users with the appropriate permissions to select a Service Due Date in the past, but the new due date must be later than the service Notification date. * Completed the following updates for Waiver requests: * Update the Due Date field in Waiver requests to be unavailable for editing and not required when editing the service. This allows users to edit service details on a waiver request without being required to edit the due date. * Updated the Penalty section in the Service Details section of the request to require users to select a penalty before selecting a waiver from the drop-down menu.
<figure><img src="https://images.zapnito.com/uploads/xcVV9IX4RYmQhpv76dpy_um_waiver_penalty-details-must-select-waiver.png" alt=""><figcaption><p><strong>Example: Select Penalty Before Selecting the Waiverreducing search time, minimizing manual input, and lowering the risk of selection errors. This enhancement improves user productivity, supports faster decision-making, increases system adoption and satisfaction, and ultimately contributes to operational cost savings while maintaining consistency and compliance across utilization review activities. - Moved the Service Custom Fields section to the bottom of the Service Details section, so you can view related custom fields as part of viewing information about the Service. - Ensured that the Appeal details in the Service Outcomes section adjusts to your screen width for easier viewing. UTILIZATION MANAGEMENT - Updates - Corrected an issue where a voided service did not immediately display with the updated status. Now, when you void a service and add another pending service, you'll see one voided service and one pending service instead of two pending services. - Ensured that the Through Date for a Service is calculated correctly when more than 24 hours are entered (e.g. 25 hours) for the Duration. - A Request URL is now returned in the response to the Create Claim API call. - Endpoint:POST {base URL}/fhir/r4/v1/Claim- Request URL:{base URL}/draft-request/{requestId}___________________________________________________________ TEST 2/17/2026 PROD 2/19/2026 CARE MANAGEMENT - New - The Enrollment page for a person now defaults to filter for only enrollments that were active with the last data load from your organization. To view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. - Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. - Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. search time, minimizing manual input, and lowering the risk of selection errors. This enhancement improves user productivity, supports faster decision-making, increases system adoption and satisfaction, and ultimately contributes to operational cost savings while maintaining consistency and compliance across utilization review activities. * Moved the Service Custom Fields section to the bottom of the Service Details section, so you can view related custom fields as part of viewing information about the Service. * Ensured that the Appeal details in the Service Outcomes section adjusts to your screen width for easier viewing. UTILIZATION MANAGEMENT - Updates - Corrected an issue where a voided service did not immediately display with the updated status. Now, when you void a service and add another pending service, you'll see one voided service and one pending service instead of two pending services. - Ensured that the Through Date for a Service is calculated correctly when more than 24 hours are entered (e.g. 25 hours) for the Duration. - A Request URL is now returned in the response to the Create Claim API call. - Endpoint:POST {base URL}/fhir/r4/v1/Claim- Request URL:{base URL}/draft-request/{requestId}___________________________________________________________ TEST 2/17/2026 PROD 2/19/2026 CARE MANAGEMENT - New - The Enrollment page for a person now defaults to filter for only enrollments that were active with the last data load from your organization. To view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. - Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. - Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. ch time, minimizing manual input, and lowering the risk of selection errors. This enhancement improves user productivity, supports faster decision-making, increases system adoption and satisfaction, and ultimately contributes to operational cost savings while maintaining consistency and compliance across utilization review activities. * Moved the Service Custom Fields section to the bottom of the Service Details section, so you can view related custom fields as part of viewing information about the Service. * Ensured that the Appeal details in the Service Outcomes section adjusts to your screen width for easier viewing. UTILIZATION MANAGEMENT - Updates - Corrected an issue where a voided service did not immediately display with the updated status. Now, when you void a service and add another pending service, you'll see one voided service and one pending service instead of two pending services. - Ensured that the Through Date for a Service is calculated correctly when more than 24 hours are entered (e.g. 25 hours) for the Duration. - A Request URL is now returned in the response to the Create Claim API call. - Endpoint:POST {base URL}/fhir/r4/v1/Claim- Request URL:{base URL}/draft-request/{requestId}___________________________________________________________ TEST 2/17/2026 PROD 2/19/2026 CARE MANAGEMENT - New - The Enrollment page for a person now defaults to filter for only enrollments that were active with the last data load from your organization. To view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. - Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. - Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. mizing manual input, and lowering the risk of selection errors. This enhancement improves user productivity, supports faster decision-making, increases system adoption and satisfaction, and ultimately contributes to operational cost savings while maintaining consistency and compliance across utilization review activities. * Moved the Service Custom Fields section to the bottom of the Service Details section, so you can view related custom fields as part of viewing information about the Service. * Ensured that the Appeal details in the Service Outcomes section adjusts to your screen width for easier viewing. UTILIZATION MANAGEMENT - Updates - Corrected an issue where a voided service did not immediately display with the updated status. Now, when you void a service and add another pending service, you'll see one voided service and one pending service instead of two pending services. - Ensured that the Through Date for a Service is calculated correctly when more than 24 hours are entered (e.g. 25 hours) for the Duration. - A Request URL is now returned in the response to the Create Claim API call. - Endpoint:POST {base URL}/fhir/r4/v1/Claim- Request URL:{base URL}/draft-request/{requestId}___________________________________________________________ TEST 2/17/2026 PROD 2/19/2026 CARE MANAGEMENT - New - The Enrollment page for a person now defaults to filter for only enrollments that were active with the last data load from your organization. To view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. - Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. - Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. UTILIZATION MANAGEMENT - Updates - Ensured that when a duplicate request message displays in the Diagnosis and Services section for a newly created request, the Request ID link takes you to the original request with one click instead of two. - Ensured that the edit pencil does not display for users who have view only permissions for the Service Custom Fields and Request Custom Fields sections. ___________________________________________________________ TEST 3/03/2026 PROD 3/05/2026 CARE MANAGEMENT - New - Added the ability to enable the following updates for Notes: - Added the ability to display the full text for all notes on one page, instead of the sidebar of notes with full text of one note visible at a time.
Example: Full Text Notes Panel Example: Full Text Notes Panelganization. To view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. * Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. * Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. n. To view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. * Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. * Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. o view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. * Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. * Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. rollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. * Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. * Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. * Added the ability to display when the note was voided and who voided it.
<figure><img src="https://images.zapnito.com/uploads/8bfSnxACTwa9PL6lpB0o_notes_full-text_voided-note-info.png" alt="Example: Voided Note in Full Text Notes Panel"><figcaption><p><strong>Example: Voided Note in Full Text Notes Paneld, click the new **Show all enrollments** button. - Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. - Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. the new Show all enrollments button. * Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. * Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. new Show all enrollments button. * Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. * Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. l enrollments button. * Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. * Replaced the three-dot Void menu on a Note with a Void button**, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. * Added the ability to filter notes by program. * Added the ability to display the full text of each note when you are creating a new note.
<figure><img src="https://images.zapnito.com/uploads/TGGcqKzQdqv1nls7NWML_notes_full-text_add-new-note.png" alt="Example: Full Text Notes in Add Note View"><figcaption><p><strong>Example: Full Text Notes in Add Note ViewLetter** button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. on displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. * Added the ability to configure Notes to include a Show all notes switch in the Notes panel. * Added the ability to filter notes by program type. * Added the ability to limit the number of multi-select options that can be selected in an assessment. For example, you can have a question where the respondent can select up to two of five options. CARE MANAGEMENT - Updates - Ensured that there is no delay when entering in answers in an assessment. - Ensured that dates and times in the Audit History align to your organization's time zone instead of UTC. - Ensured that a supervisor can reassign programs from another user's worklist successfully. UTILIZATION MANAGEMENT - New - Added quicklists for Diagnoses and Services to streamline clinical and administrative processes by enabling you to access predefined commonly used diagnoses and services, reducing search time, minimizing manual input, and lowering the risk of selection errors. This enhancement improves user productivity, supports faster decision-making, increases system adoption and satisfaction, and ultimately contributes to operational cost savings while maintaining consistency and compliance across utilization review activities. - Moved the Service Custom Fields section to the bottom of the Service Details section, so you can view related custom fields as part of viewing information about the Service. - Ensured that the Appeal details in the Service Outcomes section adjusts to your screen width for easier viewing. UTILIZATION MANAGEMENT - Updates - Corrected an issue where a voided service did not immediately display with the updated status. Now, when you void a service and add another pending service, you'll see one voided service and one pending service instead of two pending services. - Ensured that the Through Date for a Service is calculated correctly when more than 24 hours are entered (e.g. 25 hours) for the Duration. - A Request URL is now returned in the response to the Create Claim API call. - Endpoint:POST {base URL}/fhir/r4/v1/Claim- Request URL:{base URL}/draft-request/{requestId}___________________________________________________________ TEST 2/17/2026 PROD 2/19/2026 CARE MANAGEMENT - New - The Enrollment page for a person now defaults to filter for only enrollments that were active with the last data load from your organization. To view all enrollments—including enrollments make inactive with the most recent data load, click the new Show all enrollments button. - Renamed the MCO ID field to Provider ID. This updated field displays in Quick Search and Advanced Search for providers, and it displays when you are creating a new provider in the system or adding a provider to an enrollment or program. - Replaced the three-dot Void menu on a Note with a Void button, reducing the number of clicks it takes to void a note. This update applies to notes in the Notes panel on the CPV and in the Notes sidebar for when you are adding a note. CARE MANAGEMENT - Updates - Ensured that all programs are reassigned when you bulk reassign programs to another user or department. - Ensured that if you have permissions enabled for viewing a letter that the View Letter button displays on the Letters page. UTILIZATION MANAGEMENT - New - Added enhanced Waiver functionality within the Prior Authorization (PA) process. This update includes automatic waiver creation prompted by system workflow messages when a provider or service requires an exception, manual waiver creation after request submission when no automatic alert is present, and the ability to link existing approved waivers to new requests to prevent duplication. You can now manage waiver statuses seamlessly—from creation through approval—and easily update request classifications, accordingly, ensuring PA turnaround times and due dates are accurately tracked. These improvements provide greater flexibility and clarity in handling exceptions, streamline workflows, and improve compliance in cases requiring documented policy exceptions. - Added the ability to manually apply and manage precertification penalties directly within the request service details. You can now add specific penalty types to any service in a prior authorization request and see whether these penalties are covered by available waivers. This enhancement ensures greater transparency and control over precertification penalties, supports multiple penalties per service, and maintains full audit and reporting capabilities—all while integrating seamlessly into your existing workflow without impacting request functionality. - Added a Source System column to the Requests tab in the CPV to account for requests submitted from external source systems. UTILIZATION MANAGEMENT - Updates - Ensured that an error does not display if the Provider/Facility column in the Requests Worklist is clicked. Note: The Provider/Facility column is not sortable. * Completed **back-end improvements** to ensure a successful member load. *** **TEST 1/21/2026 PROD 1/22/2026** **CARE MANAGEMENT - Updates** * Fixed **timeout errors** that occurred for some customers while bulk reassigning programs. * Ensured that for **converted programs**, links display to both the closed and new programs. * Completed **back-end improvements** to ensure a successful member load. * Corrected an issue with the **SearchMipsByMember API** where `SearchMipByMipID` and `SearchMipsByMemberID` were returning the following error: `Pending acquire queue has reached its maximum size of 32`. **UTILIZATION MANAGEMENT - Updates** * Corrected an issue where the **blue Person Information ribbon** was not displaying when creating a new request from the CPV. *** **TEST 1/07/2026 PROD 1/15/2026** **CARE MANAGEMENT - New** * A **Temp** tag now displays next to the provider name in the profile of a manually added provider. **CARE MANAGEMENT - Updates** * Completed **back-end improvements** to ensure a successful member load. **UTILIZATION MANAGEMENT - New** * Added the ability to **sort requests in the CPV by TAT (turnaround time) and Status**, so you can better prioritize requests. * Added the ability to **access Links to key resources from a request**. Available links are configured by your organization. * Added support for **Request-level custom fields in Service Due Date/TAT rules**. * Updated the warning message in the **Clone Request** window to reference the selected enrollment: "Cloning this request creates an exact copy, with all dates starting from today and active enrollment selected by default." * If there is an empty required field on the Custom Fields page in a request, when you try to navigate away from the page, the **system now navigates you to the empty required custom field**. This helps reduce the need for scrolling to find required fields that you missed while adding information to the request. *** **TEST 12/17/2025 PROD 12/18/2025** **CARE MANAGEMENT - Updates** * Ensured that if you try to reopen a program that was closed during the Enrollment phase, that the **program reopens without an error**. * **Updated filtering for Notes** to ensure that only notes for the specified note type display and to avoid duplicated notes from the notes history in a program. * Added a validation to the Clinical API to verify that a Department Owner (departmentId) is included in the **Update Task** request. Endpoint: `PUT /api/v1/clinical/tasks/{taskId}` **UTILIZATION MANAGEMENT - Updates** * Added a new **Follow-Up button for requests**, allowing each user to flag a request for follow-up on a specific date and time. When you click the Follow-Up button, a wizard displays for setting the follow-up date, time, reason, and optional description. Requests you have flagged for follow-up will display with a solid flag on the Request Details page, in your UM Worklist, and in your search results for requests. For other users, the flag will not appear as solid unless they have also flagged the request for follow-up themselves. **UTILIZATION MANAGEMENT - Updates** * **Custom Field names** that included a colon (:) were shortened, so we ensured that the full name of the custom field displays. *** **TEST 12/10/2025 PROD 12/11/2025** **CARE MANAGEMENT - New** * This release includes the following updates to the Clinical API: * Added new GET Barriers Catalog endpoint: `GET /api/v1/clinical/mip/catalogs/barriers` * Updated Request Body for API `PUT /api/v1/clinical/mip/goal` to align with format of data returned from `GET`. **CARE MANAGEMENT - Updates** * For **assessments** where multiple answers trigger the same branching question, we ensured that the branch question remains answered when another selection is made from the parent question that relates to the same child branch. **UTILIZATION MANAGEMENT - New** * Added the ability to configure **default Treatment Setting and Urgency values for Grievance requests**. Setting these values ensures that you do not need to scroll through irrelevant values. * If you manually update the due date for an appeal request, you'll now need to select a **Due Date Reason** of "Reason manually entered." This is important because it prevents automated system rules from potentially overwriting your manual adjustments. In addition, when selecting "Reason manually entered," you will be required to provide a Due Date and Time. This ensures greater data accuracy for your appeals requests. *** **TEST 12/03/2025 PROD 12/04/2025** **CARE MANAGEMENT - New** * **Email Preferences:** We added a new Email Preferences page to the Member App. This page allows people to manage their communication preferences per different communication types for both SMS and Email channels. The page includes an option to unsubscribe from all emails. * **Print Historical Assessments:** We added the ability to print historical assessments and associated historical assessment notes from the Person Level Assessments tab in the Comprehensive Person View (CPV) and also from the Program Journey Assessment tab. The historical assessments are sorted in chronological order. **CARE MANAGEMENT - Update** * **Print Assessments with Full Answers:** Ensured that full answers in assessments display in the assessment printout, instead of just one line of each answer. **UTILIZATION MANAGEMENT - New** * **Due Dates for Appeals:** We added due dates for appeals with preset Due Date Time and Due Date Reason fields that are configurable based on your organization's preferences. Users who have been assigned the appropriate functional permissions can also edit the preset due date or reason in an appeal. * **Person's Details on New Requests Page:** We added the person's details to the New Request page, so you can refer to a person's information while creating a new request from the CPV with the person in focus. * **Requesters Tab:** We added a new Requesters tab to the Request Details page. This new tab allows you to view information about all the requesters involved for each stage of a request (initial and extensions), instead of just the most recent requester. * **Clone Requests:** Now, you can create a new request with similar information without re-entering all the information manually. Save yourself time and clicks by copying an existing request’s details into a new request. *** **TEST 11/19/2025 PROD 11/20/2025** **CARE MANAGEMENT - New** * **Added the ability to print assessments and associated assessment notes** from the new Person Level Assessments tab in the Comprehensive Person View (CPV) and also from the Program Journey Assessment tab. After sorting and filtering assessments, you can select which assessments to print, and then use your browser's print wizard to print to a printer or PDF. Associated assessment notes for each selected assessment are included in the printout. - Ensured that an error does not display when you edit the Notification Date and Time field for a length of stay. - Ensured that duplicate users do not display when reassigning a request. - Updated the Requests worklist to display times using local time zone abbreviations (e.g. EST) instead of displaying with Greenwich Mean Time offsets (e.g. GMT-5). - Added a Networks attribute to the GET Member Enrollments endpoint.\GET {BASE_URL}/api/v3/members/{id}/enrollments- Updated the Subscribers Search endpoint with the recently added AccountID, AccountDesc, and SectionID attributes.\POST {BASE_URL}/api/v3/members/subscribers/search___________________________________________________________ TEST 2/03/2026 PROD 2/05/2026 CARE MANAGEMENT - New - Added an option to configure the Guided Health Journey to create a task if the person responds NO to the Opt-In question. - Updated Completion and Resolution date fields for plan of care problems, goals, barriers, and interventions to allow for future dates. - Updated the blue Person Information bar to display the client code descriptions instead of the client codes. CARE MANAGEMENT - Updates - Ensured that an error message displays in Letters if the person does not have an address for correspondence. - Completed back-end improvements to ensure a successful member load. UTILIZATION MANAGEMENT - New - Added the option to include the Account ID, Account Description, and Section ID columns in the Enrollment information within a new or existing request. - Added support for creating and submitting a request in a single call to the PAS API service:/fhir/r4/v1/Claim/$submitUTILIZATION MANAGEMENT - Updates - Ensured that selected options in a completed assessment display when printed. - Ensured that Service Level custom fields are available in the corresponding BigQuery database. - Completed back-end improvements to ensure a successful member load. ___________________________________________________________ TEST 1/21/2026 PROD 1/22/2026 CARE MANAGEMENT - Updates - Fixed timeout errors that occurred for some customers while bulk reassigning programs. - Ensured that for converted programs, links display to both the closed and new programs. - Completed back-end improvements to ensure a successful member load. - Corrected an issue with the SearchMipsByMember API whereSearchMipByMipIDandSearchMipsByMemberIDwere returning the following error:Pending acquire queue has reached its maximum size of 32. UTILIZATION MANAGEMENT - Updates - Corrected an issue where the blue Person Information ribbon was not displaying when creating a new request from the CPV. ___________________________________________________________ TEST 1/07/2026 PROD 1/15/2026 CARE MANAGEMENT - New - A Temp tag now displays next to the provider name in the profile of a manually added provider. CARE MANAGEMENT - Updates - Completed back-end improvements to ensure a successful member load. UTILIZATION MANAGEMENT - New - Added the ability to sort requests in the CPV by TAT (turnaround time) and Status, so you can better prioritize requests. - Added the ability to access Links to key resources from a request. Available links are configured by your organization. - Added support for Request-level custom fields in Service Due Date/TAT rules. - Updated the warning message in the Clone Request window to reference the selected enrollment: "Cloning this request creates an exact copy, with all dates starting from today and active enrollment selected by default." - If there is an empty required field on the Custom Fields page in a request, when you try to navigate away from the page, the system now navigates you to the empty required custom field. This helps reduce the need for scrolling to find required fields that you missed while adding information to the request. ___________________________________________________________ TEST 12/17/2025 PROD 12/18/2025 CARE MANAGEMENT - Updates - Ensured that if you try to reopen a program that was closed during the Enrollment phase, that the program reopens without an error. - Updated filtering for Notes to ensure that only notes for the specified note type display and to avoid duplicated notes from the notes history in a program. - Added a validation to the Clinical API to verify that a Department Owner (departmentId) is included in the Update Task request. Endpoint:PUT /api/v1/clinical/tasks/{taskId}UTILIZATION MANAGEMENT - Updates - Added a new Follow-Up button for requests, allowing each user to flag a request for follow-up on a specific date and time. When you click the Follow-Up button, a wizard displays for setting the follow-up date, time, reason, and optional description. Requests you have flagged for follow-up will display with a solid flag on the Request Details page, in your UM Worklist, and in your search results for requests. For other users, the flag will not appear as solid unless they have also flagged the request for follow-up themselves. UTILIZATION MANAGEMENT - Updates - Custom Field names that included a colon (:) were shortened, so we ensured that the full name of the custom field displays. ___________________________________________________________ TEST 12/10/2025 PROD 12/11/2025 CARE MANAGEMENT - New - This release includes the following updates to the Clinical API: - Added new GET Barriers Catalog endpoint:GET /api/v1/clinical/mip/catalogs/barriers- Updated Request Body for APIPUT /api/v1/clinical/mip/goalto align with format of data returned fromGET. CARE MANAGEMENT - Updates - For assessments where multiple answers trigger the same branching question, we ensured that the branch question remains answered when another selection is made from the parent question that relates to the same child branch. UTILIZATION MANAGEMENT - New - Added the ability to configure default Treatment Setting and Urgency values for Grievance requests. Setting these values ensures that you do not need to scroll through irrelevant values. - If you manually update the due date for an appeal request, you'll now need to select a Due Date Reason of "Reason manually entered." This is important because it prevents automated system rules from potentially overwriting your manual adjustments. In addition, when selecting "Reason manually entered," you will be required to provide a Due Date and Time. This ensures greater data accuracy for your appeals requests. ___________________________________________________________ TEST 12/03/2025 PROD 12/04/2025 CARE MANAGEMENT - New - Email Preferences: We added a new Email Preferences page to the Member App. This page allows people to manage their communication preferences per different communication types for both SMS and Email channels. The page includes an option to unsubscribe from all emails. - Print Historical Assessments: We added the ability to print historical assessments and associated historical assessment notes from the Person Level Assessments tab in the Comprehensive Person View (CPV) and also from the Program Journey Assessment tab. The historical assessments are sorted in chronological order. CARE MANAGEMENT - Update - Print Assessments with Full Answers: Ensured that full answers in assessments display in the assessment printout, instead of just one line of each answer. UTILIZATION MANAGEMENT - New - Due Dates for Appeals: We added due dates for appeals with preset Due Date Time and Due Date Reason fields that are configurable based on your organization's preferences. Users who have been assigned the appropriate functional permissions can also edit the preset due date or reason in an appeal. - Person's Details on New Requests Page: We added the person's details to the New Request page, so you can refer to a person's information while creating a new request from the CPV with the person in focus. - Requesters Tab: We added a new Requesters tab to the Request Details page. This new tab allows you to view information about all the requesters involved for each stage of a request (initial and extensions), instead of just the most recent requester. - Clone Requests: Now, you can create a new request with similar information without re-entering all the information manually. Save yourself time and clicks by copying an existing request’s details into a new request. ___________________________________________________________ TEST 11/19/2025 PROD 11/20/2025 CARE MANAGEMENT - New - Added the ability to print assessments and associated assessment notes from the new Person Level Assessments tab in the Comprehensive Person View (CPV) and also from the Program Journey Assessment tab. After sorting and filtering assessments, you can select which assessments to print, and then use your browser's print wizard to print to a printer or PDF. Associated assessment notes for each selected assessment are included in the printout. Note: You can select up to 12 assessments to print at a time.environment on ronment on * Added a configurable option for including assessment details in letters. To enable this configurable option, contact Medecision Support. * Added the Letters panel to the CPV page. * The new Member Assessments tab is now the new Person Level Assessments tab in the CPV and also the Program Journey. CARE MANAGEMENT - Update - Ensured that relevant search results display for a provider search. UTILIZATION MANAGEMENT - New - Grievance Request Summaries Now Available! You can now easily generate a printable summary of Grievance Requests. Simply click the "Download PDF" button to create a comprehensive document containing request details, including services and inline notes, assessments, and related requests. This feature provides a convenient way to share information, maintain records, and facilitate collaboration. - Added the ability to edit the due date/time for services and length of stay (LOS). - Added new configurable options for Appeal Assessments. These include the addition of a Plan field and changing the LOB and State fields to multiselect fields. - After diverting a request (from Inpatient to Outpatient or Outpatient to Inpatient), the system will now display a clear error message if any required provider roles are missing. This helps ensure all necessary provider information is included from the start, preventing delays and improving request accuracy. The error message "[role name] role is required" will appear below the search field if roles are missing. - To improve clarity and focus, we've streamlined the Grievance Request view. The Cost Savings tab has been removed from the Request Summary page, and the Cost Savings Note type is no longer available in the Notes sidebar. - Added the ability to edit the title of an attachment from the Attachments panel. This week's PROD release includes content that was released to your TEST environment last week. To review those updates, see last week's updates in the following section. **CARE MANAGEMENT - New** * Added a **Member Assessments tab** to the Comprehensive Person View (CPV). This tab includes a table of all the assessments that were administered to the member. You can sort assessments by completion status and filter by date range. * Added the ability to **print assessments** from the new Member Assessments tab in the CPV and also from the Program Journey. After sorting and filtering assessments, you can select which assessments to print, and then use your browser's print wizard to print to a printer or PDF. ___________________________________________________________ TEST 11/12/2025 PROD 11/20/2025 CARE MANAGEMENT - New - Added the Member Assessments tab to the Comprehensive Person View (CPV). This new tab allows you to add member-level assessments for the person. You can also view member-level assessments and sort them by completion status and filter by date range. Note: This update was announced last week, and it will be enabled in your TEST environment this week. author for improved auditing. * When you select a new program assessment, a lock icon now displays for each assessment that was already added to the person's program. * Ensured that enrollment dates** display based on your organization's time zone. UTILIZATION MANAGEMENT - Updates - We improved the system's Turnaround Time (TAT) rule management to provide greater transparency and control over TAT calculations, helping you ensure accurate tracking and compliance.\ The system now provides a warning message when a user attempts to change the status reason of a request to a value that is configured to pause the TAT clock.\ If a TAT rule has been configured to pause the turnaround time when a specific status reason is selected, the following occurs: - Warning Message: Before submitting the change, you will receive a clear warning message stating that applying the selected status reason will pause the TAT clock. - Cancellation Option: You will have the option to cancel the change if you do not want to pause the TAT. - The Pull Request feature now prioritizes requests in your department worklists based on the following criteria: - Requests that are marked as escalated will now be pulled before non-escalated requests. This ensures that the most urgent cases are addressed immediately. - Earliest Due Date Prioritization: - If there are multiple escalated requests in the worklist, the request with the earliest due date is pulled first. - If there are no escalated requests in the worklist, the system pulls the non-escalated request with the earliest due date. - Fixed an issue that prevented the submission of requests when multiple assessments were automatically triggered by a decision rule. - Resolved an issue where CareWebQI guideline results for Length of Stay (LOS) service requests were not accurately filtered based on the primary diagnosis. This ensures that you receive the most relevant and appropriate guidelines. ___________________________________________________________ TEST 10/22/2025 PROD 10/23/2025 CARE MANAGEMENT - Updates - Enlarged the Letter Preview window so it displays in a large enough size for you to see the letter. - Ensured that when adding a new provider, you can only click the Create provider button once. - Ensured that phone numbers in Engagement Activities are formatted correctly. UTILIZATION MANAGEMENT - New - Request notes can now have a type assigned. - Enhanced Grievance Assessments for Streamlined Processing. We've improved the Grievance process with configurable assessments tailored to specific user roles. Intake users and clinicians can access targeted questionnaires when creating or reviewing grievances, ensuring the right information is captured at each stage for faster and more accurate resolution. UTILIZATION MANAGEMENT - Updates - The Notification Date, Due Date, and Turnaround Time (TAT) columns in the Requests tab on the Home page now display with seconds included in the timestamp. - The Audit History now displays on the Task Details page. - When you download a PDF of a request, the Requesters table is now included in the output. - When you are creating a new request, the Classification in the Request Details is preselected depending on the type of request you are creating. For example, if you are creating an Authorization Request, the Classification defaults to Prior Authorization. hor for improved auditing. * When you select a new program assessment, a lock icon now displays for each assessment that was already added to the person's program. * Ensured that enrollment dates** display based on your organization's time zone. UTILIZATION MANAGEMENT - Updates - We improved the system's Turnaround Time (TAT) rule management to provide greater transparency and control over TAT calculations, helping you ensure accurate tracking and compliance.\ The system now provides a warning message when a user attempts to change the status reason of a request to a value that is configured to pause the TAT clock.\ If a TAT rule has been configured to pause the turnaround time when a specific status reason is selected, the following occurs: - Warning Message: Before submitting the change, you will receive a clear warning message stating that applying the selected status reason will pause the TAT clock. - Cancellation Option: You will have the option to cancel the change if you do not want to pause the TAT. - The Pull Request feature now prioritizes requests in your department worklists based on the following criteria: - Requests that are marked as escalated will now be pulled before non-escalated requests. This ensures that the most urgent cases are addressed immediately. - Earliest Due Date Prioritization: - If there are multiple escalated requests in the worklist, the request with the earliest due date is pulled first. - If there are no escalated requests in the worklist, the system pulls the non-escalated request with the earliest due date. - Fixed an issue that prevented the submission of requests when multiple assessments were automatically triggered by a decision rule. - Resolved an issue where CareWebQI guideline results for Length of Stay (LOS) service requests were not accurately filtered based on the primary diagnosis. This ensures that you receive the most relevant and appropriate guidelines. ___________________________________________________________ TEST 10/22/2025 PROD 10/23/2025 CARE MANAGEMENT - Updates - Enlarged the Letter Preview window so it displays in a large enough size for you to see the letter. - Ensured that when adding a new provider, you can only click the Create provider button once. - Ensured that phone numbers in Engagement Activities are formatted correctly. UTILIZATION MANAGEMENT - New - Request notes can now have a type assigned. - Enhanced Grievance Assessments for Streamlined Processing. We've improved the Grievance process with configurable assessments tailored to specific user roles. Intake users and clinicians can access targeted questionnaires when creating or reviewing grievances, ensuring the right information is captured at each stage for faster and more accurate resolution. UTILIZATION MANAGEMENT - Updates - The Notification Date, Due Date, and Turnaround Time (TAT) columns in the Requests tab on the Home page now display with seconds included in the timestamp. - The Audit History now displays on the Task Details page. - When you download a PDF of a request, the Requesters table is now included in the output. - When you are creating a new request, the Classification in the Request Details is preselected depending on the type of request you are creating. For example, if you are creating an Authorization Request, the Classification defaults to Prior Authorization. * Added the ability to filter for and view request notes in the Notes panel on the Comprehensive Person View (CPV) page. * A new configurable option is available for displaying the phone number and email at the top of the list in Member Details if no preferred phone number or email is selected. To enable this configurable option, contact Medecision Support. * For security purposes, Care Manager names in the Member Application now display with the first name and last initial, instead of the first and last name. <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>Note: This is the only update that will move into your PROD environment on <strong>11/13/2025gement** to provide greater transparency and control over TAT calculations, helping you ensure accurate tracking and compliance.\ The system now provides a warning message when a user attempts to change the status reason of a request to a value that is configured to pause the TAT clock.\ If a TAT rule has been configured to pause the turnaround time when a specific status reason is selected, the following occurs: * Warning Message: Before submitting the change, you will receive a clear warning message stating that applying the selected status reason will pause the TAT clock. * Cancellation Option: You will have the option to cancel the change if you do not want to pause the TAT. * The Pull Request feature now prioritizes requests in your department worklists based on the following criteria: * Requests that are marked as escalated will now be pulled before non-escalated requests. This ensures that the most urgent cases are addressed immediately. * Earliest Due Date Prioritization: * If there are multiple escalated requests in the worklist, the request with the earliest due date is pulled first. * If there are no escalated requests in the worklist, the system pulls the non-escalated request with the earliest due date. * Fixed an issue that prevented the submission of requests when multiple assessments were automatically triggered by a decision rule. * Resolved an issue where CareWebQI guideline results for Length of Stay (LOS) service requests were not accurately filtered based on the primary diagnosis. This ensures that you receive the most relevant and appropriate guidelines. ___________________________________________________________ TEST 10/22/2025 PROD 10/23/2025 CARE MANAGEMENT - Updates - Enlarged the Letter Preview window so it displays in a large enough size for you to see the letter. - Ensured that when adding a new provider, you can only click the Create provider button once. - Ensured that phone numbers in Engagement Activities are formatted correctly. UTILIZATION MANAGEMENT - New - Request notes can now have a type assigned. - Enhanced Grievance Assessments for Streamlined Processing. We've improved the Grievance process with configurable assessments tailored to specific user roles. Intake users and clinicians can access targeted questionnaires when creating or reviewing grievances, ensuring the right information is captured at each stage for faster and more accurate resolution. UTILIZATION MANAGEMENT - Updates - The Notification Date, Due Date, and Turnaround Time (TAT) columns in the Requests tab on the Home page now display with seconds included in the timestamp. - The Audit History now displays on the Task Details page. - When you download a PDF of a request, the Requesters table is now included in the output. - When you are creating a new request, the Classification in the Request Details is preselected depending on the type of request you are creating. For example, if you are creating an Authorization Request, the Classification defaults to Prior Authorization. .o provide greater transparency and control over TAT calculations, helping you ensure accurate tracking and compliance.\ The system now provides a warning message when a user attempts to change the status reason of a request to a value that is configured to pause the TAT clock.\ If a TAT rule has been configured to pause the turnaround time when a specific status reason is selected, the following occurs: * Warning Message: Before submitting the change, you will receive a clear warning message stating that applying the selected status reason will pause the TAT clock. * Cancellation Option: You will have the option to cancel the change if you do not want to pause the TAT. * The Pull Request feature now prioritizes requests in your department worklists based on the following criteria: * Requests that are marked as escalated will now be pulled before non-escalated requests. This ensures that the most urgent cases are addressed immediately. * Earliest Due Date Prioritization: * If there are multiple escalated requests in the worklist, the request with the earliest due date is pulled first. * If there are no escalated requests in the worklist, the system pulls the non-escalated request with the earliest due date. * Fixed an issue that prevented the submission of requests when multiple assessments were automatically triggered by a decision rule. * Resolved an issue where CareWebQI guideline results for Length of Stay (LOS) service requests were not accurately filtered based on the primary diagnosis. This ensures that you receive the most relevant and appropriate guidelines. ___________________________________________________________ TEST 10/22/2025 PROD 10/23/2025 CARE MANAGEMENT - Updates - Enlarged the Letter Preview window so it displays in a large enough size for you to see the letter. - Ensured that when adding a new provider, you can only click the Create provider button once. - Ensured that phone numbers in Engagement Activities are formatted correctly. UTILIZATION MANAGEMENT - New - Request notes can now have a type assigned. - Enhanced Grievance Assessments for Streamlined Processing. We've improved the Grievance process with configurable assessments tailored to specific user roles. Intake users and clinicians can access targeted questionnaires when creating or reviewing grievances, ensuring the right information is captured at each stage for faster and more accurate resolution. UTILIZATION MANAGEMENT - Updates - The Notification Date, Due Date, and Turnaround Time (TAT) columns in the Requests tab on the Home page now display with seconds included in the timestamp. - The Audit History now displays on the Task Details page. - When you download a PDF of a request, the Requesters table is now included in the output. - When you are creating a new request, the Classification in the Request Details is preselected depending on the type of request you are creating. For example, if you are creating an Authorization Request, the Classification defaults to Prior Authorization. ovide greater transparency and control over TAT calculations, helping you ensure accurate tracking and compliance.\ The system now provides a warning message when a user attempts to change the status reason of a request to a value that is configured to pause the TAT clock.\ If a TAT rule has been configured to pause the turnaround time when a specific status reason is selected, the following occurs: * Warning Message: Before submitting the change, you will receive a clear warning message stating that applying the selected status reason will pause the TAT clock. * Cancellation Option: You will have the option to cancel the change if you do not want to pause the TAT. * The Pull Request feature now prioritizes requests in your department worklists based on the following criteria: * Requests that are marked as escalated will now be pulled before non-escalated requests. This ensures that the most urgent cases are addressed immediately. * Earliest Due Date Prioritization: * If there are multiple escalated requests in the worklist, the request with the earliest due date is pulled first. * If there are no escalated requests in the worklist, the system pulls the non-escalated request with the earliest due date. * Fixed an issue that prevented the submission of requests when multiple assessments were automatically triggered by a decision rule. * Resolved an issue where CareWebQI guideline results for Length of Stay (LOS) service requests were not accurately filtered based on the primary diagnosis. This ensures that you receive the most relevant and appropriate guidelines. ___________________________________________________________ TEST 10/22/2025 PROD 10/23/2025 CARE MANAGEMENT - Updates - Enlarged the Letter Preview window so it displays in a large enough size for you to see the letter. - Ensured that when adding a new provider, you can only click the Create provider button once. - Ensured that phone numbers in Engagement Activities are formatted correctly. UTILIZATION MANAGEMENT - New - Request notes can now have a type assigned. - Enhanced Grievance Assessments for Streamlined Processing. We've improved the Grievance process with configurable assessments tailored to specific user roles. Intake users and clinicians can access targeted questionnaires when creating or reviewing grievances, ensuring the right information is captured at each stage for faster and more accurate resolution. UTILIZATION MANAGEMENT - Updates - The Notification Date, Due Date, and Turnaround Time (TAT) columns in the Requests tab on the Home page now display with seconds included in the timestamp. - The Audit History now displays on the Task Details page. - When you download a PDF of a request, the Requesters table is now included in the output. - When you are creating a new request, the Classification in the Request Details is preselected depending on the type of request you are creating. For example, if you are creating an Authorization Request, the Classification defaults to Prior Authorization. UTILIZATION MANAGEMENT - New - Improved Flexibility in Adding Modifiers to UM Service Codes: We enhanced the modifier selection process for services on UM requests. With this release, you can now add either CPT or HCPCS modifiers to both CPT and HCPCS service type codes on UM requests. This increased flexibility ensures accurate coding, regardless of how you are entering the service (UI, API, Batch processes, or Provider Portal). - Improved Member and Provider Search Functionality: We've enhanced the search functionality for members and providers, making it easier to find records using names. The system now uses: - Full Match (1-2 characters): When searching by first name, last name, or name, entering just 1 or 2 characters will return only exact matches. This is ideal for short names. - Partial Match (3+ characters): Entering 3 or more characters will return records that contain the search term. - ID/Other Fields (3+ characters): When searching by any ID or other field, users must enter a minimum of 3 characters to initiate the search. - Custom Fields Added to UM Request Services: We added the ability to configure custom fields at the individual service level within UM requests. This allows you to track more specific information for each service rendered. View and update these custom fields directly on the View Request page, under each service's details. Use the pencil icon to edit values or expand the section to view all custom fields. - Add the Same Service Multiple Times on a UM Request: We enhanced the UM request creation process to allow you to add the same service code multiple times within a single stage (either the initial request or an extension). This provides increased flexibility for requests where the same service is needed in varying quantities or frequencies. UTILIZATION MANAGEMENT - Update - Resolved an issue where users were unable to continuously enter claim numbers in the Request Details section on the View Request page. You can now enter claim numbers without interruption. ___________________________________________________________ TEST 11/05/2025 PROD 11/06/2025 CARE MANAGEMENT - New - Added a Member Assessments tab to the Comprehensive Person View (CPV). This tab includes a table of all the assessments that were administered to the member. You can sort assessments by completion status and filter by date range. - Added the ability to print assessments from the new Member Assessments tab in the CPV and also from the Program Journey. After sorting and filtering assessments, you can select which assessments to print, and then use your browser's print wizard to print to a printer or PDF. Note: You can select up to 12 assessments to print at a time. **UTILIZATION MANAGEMENT - New** * **Request notes** can now have a type assigned. * **Enhanced Grievance Assessments for Streamlined Processing.** We've improved the Grievance process with configurable assessments tailored to specific user roles. Intake users and clinicians can access targeted questionnaires when creating or reviewing grievances, ensuring the right information is captured at each stage for faster and more accurate resolution. **UTILIZATION MANAGEMENT - Updates** * The **Notification Date, Due Date, and Turnaround Time (TAT) columns** in the Requests tab on the Home page now display with seconds included in the timestamp. * The **Audit History** now displays on the Task Details page. * When you download a PDF of a request, the **Requesters table** is now included in the output. * When you are creating a new request, the **Classification in the Request Details** is preselected depending on the type of request you are creating. For example, if you are creating an Authorization Request, the Classification defaults to Prior Authorization. CARE MANAGEMENT - Updates - Added Note Template text to the Quick Notes feature in the Notes panel. - Updated the Notes feature to include the historical name and title of the note author for improved auditing. - When you select a new program assessment, a lock icon now displays for each assessment that was already added to the person's program. - Ensured that enrollment dates display based on your organization's time zone. UTILIZATION MANAGEMENT - Updates - We improved the system's Turnaround Time (TAT) rule management to provide greater transparency and control over TAT calculations, helping you ensure accurate tracking and compliance.\ The system now provides a warning message when a user attempts to change the status reason of a request to a value that is configured to pause the TAT clock.\ If a TAT rule has been configured to pause the turnaround time when a specific status reason is selected, the following occurs: - Warning Message: Before submitting the change, you will receive a clear warning message stating that applying the selected status reason will pause the TAT clock. - Cancellation Option: You will have the option to cancel the change if you do not want to pause the TAT. - The Pull Request feature now prioritizes requests in your department worklists based on the following criteria: - Requests that are marked as escalated will now be pulled before non-escalated requests. This ensures that the most urgent cases are addressed immediately. - Earliest Due Date Prioritization: - If there are multiple escalated requests in the worklist, the request with the earliest due date is pulled first. - If there are no escalated requests in the worklist, the system pulls the non-escalated request with the earliest due date. - Fixed an issue that prevented the submission of requests when multiple assessments were automatically triggered by a decision rule. - Resolved an issue where CareWebQI guideline results for Length of Stay (LOS) service requests were not accurately filtered based on the primary diagnosis. This ensures that you receive the most relevant and appropriate guidelines. ___________________________________________________________ TEST 10/22/2025 PROD 10/23/2025 CARE MANAGEMENT - Updates - Enlarged the Letter Preview window so it displays in a large enough size for you to see the letter. - Ensured that when adding a new provider, you can only click the Create provider button once. - Ensured that phone numbers in Engagement Activities are formatted correctly. UTILIZATION MANAGEMENT - New - Request notes can now have a type assigned. - Enhanced Grievance Assessments for Streamlined Processing. We've improved the Grievance process with configurable assessments tailored to specific user roles. Intake users and clinicians can access targeted questionnaires when creating or reviewing grievances, ensuring the right information is captured at each stage for faster and more accurate resolution. UTILIZATION MANAGEMENT - Updates - The Notification Date, Due Date, and Turnaround Time (TAT) columns in the Requests tab on the Home page now display with seconds included in the timestamp. - The Audit History now displays on the Task Details page. - When you download a PDF of a request, the Requesters table is now included in the output. - When you are creating a new request, the Classification in the Request Details is preselected depending on the type of request you are creating. For example, if you are creating an Authorization Request, the Classification defaults to Prior Authorization. Note: You can update the Classification as needed while adding the request details for the new request. * **Submitting Changes to Outcomes:** * Users can click the "Submit" button to finalize and save changes. * To discard changes, users can click the "Cancel" button at the bottom of the page, use the browser's back button, or click the "Exit Edit Mode" button (which will reload the page to its original state). **UTILIZATION MANAGEMENT - Updates** * You can now edit a service that is added from the **View Request** page. *** **TEST 9/24/2025 PROD 9/25/2025** **CARE MANAGEMENT - New** * Added the ability to update tabs in the **Additional Info section** when adding or editing a person record, even if the required fields in the Enrollment and Custom Fields section are not yet completed. This allows you to set alerts on an inactive member. ___________________________________________________________ TEST 10/8/2025 PROD 10/9/2025 CARE MANAGEMENT - New - "The Subscriber ID is included on the Care Action Plan as this is a critical piece of information to include on person health documentation. UTILIZATION MANAGEMENT - New - Improved Cost Savings Notes: Cost Savings Notes for UM Requests now include a request association and cost savings type, making it easier to track and filter notes directly related to cost-saving initiatives. You can now filter notes by cost savings type in the Notes sidebar. - Streamlined UM Request Sharing: Introducing the Download PDF Button! A new "Download PDF" button is now available for UM requests, allowing users to generate a printable summary of all relevant information. With just one click, users can easily access and share the following: - Complete Request Overview: Request Details, Service Information, Letters, Notes, Outcome Summary - Supporting Documentation: Attachments, Custom Fields - Guideline & Review Information: CareWebQI (CWQI) Guidelines (if configured), Appeals, Assessments (including Guided Intake and Appeals) - Contact Information: Requesters - UM Request Task Audit History Now Available! You can now track changes made to tasks associated with UM requests. Simply click the "Audit History" button on the Task Details page to view a comprehensive log of all activity. The Audit History will show the last 30 days of activity, and the date range can be expanded to view additional information. - Edit Determined UM Requests: Users can now modify information within UM requests that have services with a "Determined" outcome status (Approved, Denied, or Voided) using a new functional permission. Key Features: - "Edit Mode" Button: Users assigned with the new permission will see an "Edit Mode" button in the top right-hand corner of the View Request page for open requests. Users can click this button to enable editing. - Note: For requests that have already been discharged or closed, users must first "Re-Open" the request to make the "Edit Mode" button available. - Editable Fields: Once in "Edit Mode," users can: - Edit the Outcome Status, Status Reason, and Outcome Summaries for existing services. - Add new services to the latest stage of the request (e.g., to the latest extension). - Visual Indicators: - "Edit" buttons (Pencil Icons) will appear next to editable sections. - Search bars within the request will become active. - Functionality Changes: - The "Extend All" button will be disabled. - "Extend" buttons on individual services will be replaced with "Edit" buttons (Pencil Icons) while in “Edit Mode” - Submitting Changes to Outcomes: - Users can click the "Submit" button to finalize and save changes. - To discard changes, users can click the "Cancel" button at the bottom of the page, use the browser's back button, or click the "Exit Edit Mode" button (which will reload the page to its original state). UTILIZATION MANAGEMENT - Updates - You can now edit a service that is added from the View Request page. ___________________________________________________________ TEST 9/24/2025 PROD 9/25/2025 CARE MANAGEMENT - New - Added the ability to update tabs in the Additional Info section when adding or editing a person record, even if the required fields in the Enrollment and Custom Fields section are not yet completed. This allows you to set alerts on an inactive member. This ability is configurable based on your organization's preferences. To enable this ability, submit a ticket to Medecision support. If your organization does not enable this ability, then all required fields in the Enrollment and Custom Fields tabs must be entered before you can update fields in the Additional Info section. CARE MANAGEMENT - Updates - Added an option to filter by provider in the Programs worklist on the Home page. - Added Google and iCal/Outlook options to the appointment scheduled and appointment re-scheduled confirmation pages. - Added a label for cost saving notes, so you can tell whether the cost saving note is associated to a program or a request. - Added the number of open items in each worklist tab (Tasks, Programs, Notifications), so you can see how many items are in each list for a given date range. - Reduced the bulkiness of provider search results for when you are adding a provider to a program. Shortened the length of the specialty list and added a tooltip that displays the full list of specialties. Roll over the provider specialty to view the tooltip. - Ensured that the Target Completion Date in a goal for a plan of care is updated when you select Long term for the Type. - Ensured that when you want to type in a date that has an option for the Quick Date Input, that the cursor remains on the date field until you click in the Quick Date Input field. - Updated the error message for when you try to close a program that has been auto-closed. The new message reads, "Program is already closed, please refresh the page to see updated details." UTILIZATION MANAGEMENT - New - We've streamlined the process for creating UM requests! Now, when you start a new request, you'll first choose a category such as Authorization, Pharmacy, or Grievance. Next, you'll select a specific classification for that category. This helps to collect the right information from the start, so your requests can be routed correctly and processed quicker and more efficiently. ___________________________________________________________ TEST 9/10/2025 PROD 9/11/2025 CARE MANAGEMENT - New - Added the Active Journey Initiation feature to the Digital Journey, which shows how soon after enrollment that the periodic check-in survey is sent. As with the other features of the digital program journey, this timeframe is set by your organization. - Added the new quick date input feature for dates in plan of care. Quick dates allow you to specify a date based on today's date. For example, if you want to set a target completion date to two weeks from today, type T+2w. Roll over the info icon for more information, as shown in the following example. - Added a functional permission for voiding notes in Care Management, so that only authorized users can void a note. CARE MANAGEMENT - Updates - Updated the Print Notes feature to allow you to print notes associated with a specific program. To print notes for specific programs, select Program as the Association, and then select one or more programs from the Program Name menu. You can also select all programs. - Updated the appointment confirmation pages for scheduling and rescheduling appointments to show the confirmed date and time of the appointment. - Improved error messaging for when you try to close a program that is already closed. For example, this can happen if someone else closed the program while you were viewing it. For clarity, you'll now see this error message: "Program is already closed, please refresh the page to see updated details." - Updated the error messages about entering at least three characters for the ID when using Advanced Search to search for a person or a provider. The following message now displays if you click Search but have not entered at least three characters for the ID: "ID should be at least 3 characters." - Ensured that the custom fields tab for Provider records displays and acts similar to the custom fields tab for Person records. As part of this update, you cannot make a provider active until all required custom fields are entered. - Updated the provider demographics page for adding or editing a provider to show email or phone number as required only if partial information is entered. For example, if you select a phone type without adding a phone number, then the phone number will be required. - A new provider is now automatically activated after you fill in all required fields. - Updated Person Alerts and Person Enrollment Alerts to allow you to continue viewing the list of enrollment alerts while adding additional ones. ___________________________________________________________ TEST 8/27/2025 PROD 8/28/2025 CARE MANAGEMENT - New - Drawing from customer feedback, we recognized that care management is not a linear process. To better support your flexible workflows, we changed the name of the second step of the classic telephonic program to display as Enrollment instead of Enrollment & Assessment. - Added the Summary of Costs to the Cost Summary in the Health Summary. This tab features a total of all costs in the Cost Summary. - Added an error message that displays in the Print Notes feature when no notes are available for the given filters. CARE MANAGEMENT - Updates - Ensured that when a member opts in to a Digital Journey that the correct status displays to the care manager. - Ensured that correct assessment completion dates display on the Assessments page in Assessment History mode. - Removed the SDOH section from the Health Summary since the data is no longer received. - Completed back end updates to ensure that inactive enrollments do not display as active. UTILIZATION MANAGEMENT - New - Cost Savings are now available for UM requests from the View Request page. Click the Cost Savings tab on the View Request page to add and edit Cost Savings. You can view Audit History, edit, and void previously entered Cost Savings information. After the information is entered, you can view a summary of the Cost Savings information can be viewed by clicking the tab from the View Request page. - Letters are now available for UM requests, and you can access them from the View Request page on the side panel. Click on the side panel and Select the Letters tab. You can view previously added letters or click to add a new letter. \ &#xNAN;NOTE: Only Letter templates that are configured in Letter Maintenance for UM requests will be available for selection. When you select an available letter, you can click the button to Preview/ Edit. A new window displays, allowing you to view the selected letter. After a letter is added, it displays as part of the Letters tab, along with the status and time stamp of the letter. ___________________________________________________________ TEST 8/13/2025 PROD 8/14/2025 CARE MANAGEMENT - New - Added the ability to inspect task details from the individual and department Home pages.\ Inspecting a Task - Added an error message that displays in the Assessment Builder when you try to save an assessment before configuring all the logic for it. - Simplified both the person-facing and care manager facing Schedule Appointment features, so that members and care managers can schedule appointments with fewer clicks. CARE MANAGEMENT - Updates - Ensured that when you try to create a new person using an existing Person ID that an error message displays when click the Create Person button. - Ensured that responses in the Assessment History table wrap, so you can read the entire response. - Ensured that inactive enrollments are grayed out on the Enrollments page to avoid confusion when a person has had multiple primary enrollments. Only one primary enrollment displays as active. - Updated the tooltips in the Consent and Enrollment sections in Programs to read as "Person or provider agreed" or "Person or provider disagreed" since the provider can agree to consent and enroll a person in a program. Previously, it read as "Person agreed" or "Person disagreed." - Updated the View By date in Engagements on the Program Details page to use your organization's time zone as a date reference instead of UTC. Ensured that imported tasks have associated task IDs assigned. UTILIZATION MANAGEMENT - New - Tasks are now available for UM requests, and they are accessible from the UM Worklist and the View Request page. This allows you to access and manage tasks from your individual UM worklist and also view, edit, and create tasks by clicking the Tasks tab from the View Request page. - The Program Referrals tab has been added to the View Request page for UM requests. Users with the appropriate permissions can now view, edit, and create Program referrals from the View Request page. - When accessing the View Request page for a previously submitted UM request, the Department Owner and User Owner will now display as part of the Request Summary section. - Audit History is now available on the View Request pages for UM requests. You can view audit events for actions related to requests, including the creation and update of request information, as well as request related assessments, notes and attachments.