What’s New This Week

Advanced Member Merging with Demographic Review

Admins can now access a new Member Merging tab that allows for advanced triage and cleanup of duplicate records.

Features include:

• Search and review potential duplicates
• Side-by-side demographic comparison
• Select which record to keep
• Automatic transfer of activities, notes, goals, and history
• Automatic closure of the secondary record with a Closed (Merged) status

The process is seamless, audit-friendly, and ensures data accuracy across shared orgs.

Note: This must be enabled by Owners under the Access Management tab in the Organization section. Owners can enable this for any role through the same page. 

AI Activity Summarizer – Now Even Simpler

The AI Activity Notes Summarizer has been updated to reduce extra clicks and generate shorter, more useful summaries.

Here’s what’s new:

• When enabled, AI automatically generates summaries without needing to click “Generate with AI”
• Text is now ~50% shorter, excluding redundant info like status and duration
• Summaries follow your selected note template structure

Just select a template and review—no configuration needed inside the note itself.

Claim Status Color Enhancements

To make the claim workflow easier to scan, claim statuses now display new color indicators:

• Yellow = Generated – requires user review
• Red = Error – needs correction
• Green = Approved, Sent, Paid – no further action needed

No setup is required. These colors now appear across all claim tables and dashboards.

Track Remaining Units in Recent Claims View

A new “Units Left” column now appears in the Recent Claims section of each member’s profile.

What it shows:

• Remaining units based on configured service limits
• “N/A” if no cap exists
• Negative numbers if the member has exceeded their unit limit

This helps care teams stay proactive about authorizations and avoid claim rejections.