Release Notes - December 2025

Exclude Services from Travel Time and Mileage Calculations

• We've introduced new settings to allow organizations to exclude specific services from Travel Time and Client to Client Mileage calculations, this will remove the need to manually remove these payable items from scheduled events like "Training", etc that may be conducted virtually. We've also removed unsupported fields from the configuration screen.

Scheduling Enhancements

• Conflict Warning Message logic updates
  • We've revised the criteria for "Conflict" warnings created when scheduling resulting in FEWER "false positive" warnings.
  • Warnings willing only generate in the following scenarios.
    • The same Staff is scheduled to work at two different clients at two  different locations at the same time.
    • Two or more staff are scheduled to work at the same Client at the same TIME for the same SERVICE.
    • Both scenarios include situations where there are any overlap, including same end/start time.

• Shift "Pop" - Mouseover is now supported on the Scheduling Grid View as well as Shift Monitor
  • We've brought the same Shift Details/Edit pop-up from the Calendar view to the Grid view as well as the Shift Monitor. Now, you can expect the same behavior throughout scheduling with the ability to quickly edit an individual visit or recurrence or contact the client/caregiver.

• Support for different Starting and Ending addresses for visits - visits will default to ending at the same location they begin. However, you can now specify a different ending address for geofence purposes if you expect the visit to end at a different location.

Payroll Updates and Enhancements

• Support for Kronos - Clock-In/Out format. This allows you to export your staff's clock-in and out for use with the Kronos payroll system.
• Payroll Companion File - We've made a "Companion File" available for certain payroll formats that includes additional pay items like Mileage, Expenses, etc.
• New Summary Configuration Options
  • For Payroll files in the "Summary" format - you can now choose whether Staff's pay items are summarized by "Work Week" or for the entire Payroll run.
• Updates to ADP:
  • ADP users can now choose whether the "CoCode" value is pulled from the Pay Group or Company field on their Office.
  • ADP users can now choose whether reimbursable items are reported as "expenses" or "deductions". This setting should match your ADP account configuration.
  • ADP users can now include an optional column with the Staff Name in the Lastname, Firstname format.

EVV Enhancements

• We've introduced support for several new markets:
  • Nebraska (Tellus/Netsmart)
  • Missouri (Sandata)
  • Connecticut (Sandata)
• We've made several updates to our general EVV functionality and the EVV dashboard in eCaring including:
  • Updates to the Payors and Payor Services lists to include EVV related fields in the table so you can easily identify the EVV status of Payors and Services
  • New Logic to automatically Re-Send Client and Staff profiles when certain EVV related fields are edited.
    • This means when you edit a field on a client or staff record that is included in the EVV data (like Date of Birth or Billing ID), you no longer need to re-send that profile from the EVV screen, eCaring will automatically queue it up and re-send it so that you don't have any interruption in your visits being accepted.
  • The ability to View client and Staff Submissions in the EVV dashboard.
  • We implemented a new stage to the EVV Transactions called "Processing" - this means that the data has been sent to your EVV aggregator, they've acknowledge receipt but haven't yet approved or rejected it. When we get the updated status from your EVV aggregator, we will update the status.
  • We've added additional filters to Visits, Client and Staff pages in the EVV dashboard to make it easier to target your necessary searches.

Reporting

• We've enhanced the Staff Reporting to allow you to report on various phone types as well as caregivers who have opted-out of messaging.
• We've added new columns in reporting to the Visits, Clients, Dates & Docs and Authorization report called "Client Full Name" and "Staff Full Name", this gives you the option to combine First and Last name in a single column which will make it easier to sort and group by staff member.
• The "Visits" report now includes an additional filter called "Verified" which will allow you to report on only "Verified" visits.

Other Updates and Enhancements

• When searching in in eCaring from the main page, "In-Active" profiles will now show in Red in your search results.
• The "Staff" page will now filter directly to your "Field Staff" instead of including both Field and Office staff. You can easily add or switch between the two using the new filter on the page.
• The Notifications dashboard now includes a "Related to" column to easily see which Client or Staff member a notification is related to.
• Copy Holiday differentials to New Year - PLEASE OPEN A SUPPORT REQUEST.

Bug Fixes and Other Updates

The following bugs were resolved as part of our ongoing stability and performance improvements.

• Resolved an issue where telephony sometimes allowed users to clock into a recently deleted visit.
• We've excluded "Cancelled" visits from displaying "Not Signed" in the Staff and Client Signature fields as these records are not expected to be signed. These will now display as blanks.
• Reports > Visits will now populate Payor with the Payor Name (as opposed to the nickname). Payor Nickname is a new field that can be added to Reports > Visits and Reports > Authorizations.
• We simplified wage creation and fixed validation checks logic to make sure users can create a wage for service without overlapping.
• Fixed a bug preventing Shift Details from reloading when a visit was "Unverified" using the Shift Details button.
• Resolved an issue that was causing GM% to display as 1% for all visits within Reports > Visits.
• We've addressed a bug that was causing the number of completed Activities to duplicate several times within Activities and Verification.
• Resolved an issue in checking whether back to back visits meet the criteria for Auto Verification > Visit within Geofence and Auto Verification > Captured Client Signature are auto-verified as expected.
• Fixed a bug that would cause Shift Details to display the incorrect geofence information for clients with multiple addresses.
• Prevented duplicate rows from showing in Visits reports.
• Resolved an issue that would sometimes cause PTO scheduled through Availability to create duplicate Open visits.
• Fixed Sorting on the EVV dashboards.
• Resolved an issue with some reports where dates were displayed as "YY" instead of "YYYY".
• We resolved an issue where a Travel Time setting to only pay Time/Mileage to staff flagged as "Having a Car" resulted in an error message when processing payroll.