What’s New This Week

Create Referrals Without Templates

You can now create a referral without selecting a predefined template—perfect for documenting informal or offline referrals like phone calls or paper forms. These referrals still appear in analytics and follow the same structure as standard referrals.

Flow Actions in Review Requests

Review Request templates now support Flow Actions upon approval. For example, you can automatically apply overrides or limits based on the outcome of a review request.

Automatically Apply Procedure Code Limits

Admins can now set up Flow Actions to apply member-specific procedure code limits automatically when a Review Request is approved.

Add Unit Caps to Member Overrides

Unit caps can now be added to member overrides, replacing the previous default of unlimited units.

File Uploads in Onboarding Surveys and Activities

You can now upload one or more files directly through onboarding surveys and member activities—making it easy to attach reports and documentation during data entry.