Enhanced Control Over Client Profile Access
Assigned Clients permissions now apply consistently across Therapy iQ.
Users with Assigned Clients access can only open profiles for clients assigned to them, even when viewing other calendars or using a direct client profile link. All Calendars will continue to control calendar visibility without expanding client profile access.
👉 Learn more about Client iQ Permissions
Revision Needed Workflow is now supported on additional forms
Supervisors can now use the Revision Needed workflow for Biopsychosocial Assessments and Individual Treatment Plans, including custom forms of those types.
We also added a Form Type filter to the Revision Needed alert log, making it easier to focus on the forms that need attention.
👉 Understand the Revision Needed
Automatic VoB Now Runs Monthly
Automatic Verification of Benefits now runs on the 1st of each month for eligible clients with upcoming appointments.
This replaces the previous appointment-based triggering logic and creates a more consistent process across single and recurring appointments.
The monthly verification will also use the 1st of the current month as the First Date of Service.
