Overview
This release introduces two significant enrollment rollover capabilities — automated insurance expiration notices and DGO-configurable rollover settings — alongside a batch of session, PDF, and approval-page fixes, and clearer handling of insurance record sources.
Enrollment
- New — Insurance expiration notices. As part of enrollment rollover, the platform now notifies students, parents, and guardians when a student's insurance is set to expire within two weeks, prompting them to either confirm or update. Selecting Confirm creates a new insurance record with the same information and the date advanced by one year; selecting Update prompts them to enter and save new insurance information. The notice appears two weeks before expiration and persists until an update is made, continuing through and after the expiration date if unaddressed. The same notice is visible platform-side to admins, supervisors, and practitioners on the student detail page, above the community notes section, with the same confirm/update actions; closing it reveals the community notes but the notice persists on the same schedule.
- New — Enrollment rollover configuration. Available to the DGO at the top of each organization (the COE or lead LEA), a new set of configurations under the Services page > Enrollment tab lets the DGO choose whether to roll over Consent to Treat, Consent to Bill, and Medical Necessity information, with additional settings for whether each appears on the student card and whether it is required to bill (some are currently required by default). When a DGO opts to roll over Consent to Treat or Consent to Bill, the system carries the previous language into the new form and automatically clears every student who was cleared in the prior school year, moving more students to green sooner.
Insurance & Eligibility
- Resolved — Insurance company name appearing removed or duplicated. Some records appeared to have the insurance company name removed, or looked duplicated. This was traced to insurance arriving through multiple upload paths — manual entry (by the student or an assisting practitioner) and automated pulls from SIS integrations — where a company name mismatch between the two made it appear that a name had been removed when a separate record had actually been added. To add clarity, source tags indicating where and how each insurance record was uploaded will be added in a future deployment.
Forms & Documentation
- Updated — Consolidated student history PDF. The student history PDF now generates as a single PDF, so After Visit Summaries and session-generated PDFs include all services.
- Fixed — Default pronouns on After Visit Summary PDFs. All student pronouns were defaulting to "they/them" on the AVS PDF. The default has been removed; the PDF now displays nothing if no pronouns are stored and the correct pronouns when they are on file.
- Fixed — Earliest consent date on After Visit Summary PDFs. Consent to Treat and Consent to Bill dates on the AVS PDF were not showing the earliest consent date. This has been resolved.
- Updated — Note templates displaying globally. Note templates that had been made available platform-wide for one organization have been restricted back to that organization only.
Practitioner Tools
- Fixed — Units resetting to one on service completion. Selected units were not persisting and were resetting to one when completing a service. The practitioner's selection now carries through and is the unit reflected in history and recorded for billing.
- Fixed — Approval page filters and sorting not persisting. Filtering and sorting selections on the approval page were lost when navigating between pages or returning from a selected session. State management on the page has been updated so selections now persist regardless of navigation.
- Fixed — Inconsistent encounter numbers. Some sessions displayed an encounter number while others did not. This inconsistency has been resolved.