Release Notes: July 7, 2025

eCaring Release Notes

🚀 New Features & Enhancements

Permissions Update for Client Dashboard Widget

• We have introduced additional configurable permissions for the Client Profile Dashboard Widget. Roles can now be configured to enable/disable

  • Edit abilities for Phone, Email, and Summary

  • The ability to Edit the profile from the dashboard widget.

  • The SMS button.

Permission Updates for the Staff Dashboard Widget

• We have introduced additional configurable permissions for the Staff Profile Dashboard. Roles can now be configured to enable/disable

  • Edit abilities for Phone, Email, Summary

  • The ability to Edit the profile from the dashboard

  • View and/or update PTO balances.

Ability to set Staff SSN as a Required Field

• To support our users in states where EVV submissions require staff SSN's, we've added the ability to make Staff SSN's a required field.

Newborn Indicator for Ohio EVV

• To support agencies serving pediatric Medicaid programs and all organizations in the state of Ohio providing Medicaid services, we've added support to Identify "Newborns" in the system, patients with a recent date of birth, but have not yet been issued a medicaid ID.

Clock-in Location Setting

• To support our users in Ohio, North Carolina and other states with specific EVV requirements, we've launched a new setting that allows you to capture WHERE the clock-in and out is taking place. If enabled in the eCaring site and required by the EVV aggregator, at Clock-in and Clock-out the caregiver will be prompted to enter whether they are at the client's "Home" or in the "Community". This is in addition to the coordinates which are still captured

Attestation Language for Override Notes

• We have added attestation language to the Override Notes confirmation scree that states "By clicking "Save", I attest that I have verified these time adjustments and possess the necessary supporting documentation as required by policy and regulations.

Updates to EDI File Creation and Companion Guides

• We've added support to include Procedure Code modifiers in the EDI files. Previously, these fields were just used for EVV purposes.

• We've added support for users submitting EDI files through Waystar, you can now choose the "Zirmed" companion guide in eCaring to Submit 837p files.

Update to Payer Profiles and Settings

• We've removed the "Category" drop down from the Payer Profile screen and replaced it with the Payer Type drop down that was previously located on the "Billing Settings" page for that payer.

Care Plan Task Filter

• We've updated the default filter for Client Care Plan tasks to only display the "Active" tasks.

We've added a New "Note Category" to document Clinical notes

• When adding a Note to a Client or Staff profile, you can now select "Clinical" as a Category.

Fixes and Updates

Authorization Update

• We resolved an issue that would sometimes prevent users from editing authorizations if the service it was created against was no longer valid, this normally would only happen if the service expired due to a rate change.

Verification Filter Update

• We have addressed a bug where filters applied under the Approval section within the Verification Grid would be removed once a user clicked one of the action buttons.

Schedule -> Day View

• We have addressed a bug that was preventing Schedule > Day from populating visits in the view.

Reporting

• Visits that were auto-verified will now display values in the Reports > Visits for "Verified By" and "Verified Date" columns.

Shift Details

• We've addressed a bug where Verified, Paid, and Billed DATES were not displaying in Shift Details and the icons were not updating to green once complete.

Shift Overrides and Cancellations

• We've updated the system behavior so that when an override is applied to a visit BEFORE cancelling the visit, the Payable and Billable reasons will be updated to match the "Cancellation Reason" settings. Now, if you Cancel a visit that previously had an Override applied, the system will respect the default Payable/Billable configuration of the Cancellation reason.

Activity Report PDF and Printing

• We've resolved a PDF formatting issue that was causing blank pages to print with Activity Records.