03/29/2026
We’ve introduced a few key enhancements to help you track, filter, and report with more clarity across the platform.
✨ New “Deductible” Claim Status
A new Deductible status is now available, along with the ability to filter it in both Primary and Secondary Claims Logs—making it easier to identify client balances.
👉 Understanding the Deductible claim status

✨ Expanded Activity Log Coverage
The Activity Log now includes additional records such as actions taken on non-billable forms, screeners, and consent/informed consent forms.
👉 Gain deeper insight into client activity and documentation

✨ Clear Cancellation Reasons in the Payroll Report
Cancellation types are now standardized for better clarity and consistency in reporting.
