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Release Notes

August 2017

The team has been hard at work improving the platform to v3.4.0 with our partners and customers, focused heavily on workflow and documentation improvements for patient progress reports as well as overall program health reports. Here's a list of (some of) what is included in the August Release:


Roles & Permissions
  • Improved role specialization with the ability to add/remove permissions to/from individual users
User & Patient Data
  • Added more user specialities via new credentials
  • Added a different contact modality for users, differentiating two-factor auth from patient contact
  • Improved compliance score display for patient data
CCM & Time Logging
  • Added time spent per session, total and reporting features to support documentation requirements for CCM-coded sessions
  • Improved display to include cross-browser, various app and multi-platform display, including plain text
  • Added customizable patient progress reports, including supporting features for display, saving/printing and forward to additional care team members
  • Added ability for care management staff to send the same message to multiple patients


  • Fixed an issue where editing patient information would sometimes display old data until a refresh
  • Fixed an issue where the app might warn a user on patient creation
  • Fixed an issue where missing only the last name could generate an error message
  • Fixed an issue where the affected users at a site would display an incorrect total while editing a role
  • Fixed an issue where permissions could duplicate in the permission group when continuously repeating steps

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