What’s New This Release

Customizable Goal Templates

Goal Templates are now more flexible, allowing organizations to capture goal-specific information directly within each goal.

Organization Admins can:

• Add custom fields to Goal Templates using multiple field types.
• Make custom fields required or optional.
• Enable member-level goal customization on individual templates.

When enabled, care team members can personalize a goal's name and domain after it has been assigned while maintaining its connection to the original Goal Template for reporting.

Custom field values can also be updated over time, and goal changes are versioned automatically to preserve historical data.

Insurance Discovery - Updated

Insurance coverage can now be searched using a member's demographic information instead of requiring a Client Identification Number (CIN).

Users can:

• Search using information such as name and date of birth.
• View confidence indicators for possible matches.
• Review insurance information before applying it to the member profile.
• Search across a broader range of insurance plans than previous eligibility workflows.

This helps organizations verify coverage more quickly when members do not have their insurance information readily available.

Internal Referrals in Flow and Recommendation Auto-Actions

Internal referrals can now be created automatically through Flow and Recommendation auto-actions.

When an auto-action runs, users are prompted to select the appropriate provider before the referral is created.

This allows organizations to automate referral workflows while ensuring referrals are assigned to the correct provider at the time they are generated.

Bulk Internal Referrals from Member Dispatch

Member Dispatch now supports creating internal referrals for multiple members at once.

Users can:

• Select multiple members.
• Choose an internal referral template.
• Select the destination organization and provider.
• Submit referrals in a single workflow.

This significantly reduces the time required to create referrals for large groups of members.

Referral Export Templates

Referral data can now be exported using Data Export Templates.

Organizations can create referral-specific exports that include information such as:

• Member details
• Referral status
• Referral type
• Assigned provider
• Assigned organization
• Referral timestamps
• Time-to-acceptance and completion metrics

Referral exports can also be filtered by date range, status, and referral type, making it easier to analyze referral activity and performance.

Member To-Dos on Member Profiles

Member profiles can now display member-specific to-dos directly within the profile.

When enabled, users can:

• View open and completed to-dos related to the member.
• See items such as claims, compliance tasks, Review Requests, consents, goal action items, and custom to-dos.
• Create new custom to-dos that are automatically linked to the member.
• Navigate directly from related to-dos to the associated workflow.

This provides a centralized view of work that still needs to be completed for each member.