What's New: May 2026

New tools for creating and managing customized care plan templates, reusing plans, and tracking goal progress with clearer statuses.

Clinical teams spend less time on documentation and more time on care delivery, with improved compliance visibility and patient progress monitoring.

The Forms Builder now supports PDF-based form creation — upload supported PDFs and convert them into digital forms directly within the platform.

Digitizing existing documentation workflows without rebuilding forms from scratch, maintaining familiarity while moving faster.

PDN and Nurse Supervision forms are now available in the updated forms experience to support continuity during transition from legacy workflows.

Teams can continue using familiar documentation processes while benefiting from the newer forms platform.

Documents generated from caregiver forms can now be accessed within Document Management for a centralized documentation experience.

Reduces administrative effort, improves visibility, and creates a more consistent experience for teams managing records.

Enhanced filtering options within forms workflows make it easier to narrow down supplies and authorization data using more targeted filters.

Teams find relevant information faster, reducing time spent searching and improving efficiency during documentation workflows.

Medication scheduling now supports additional recurrence options — 5-day, 6-day, and 7-day schedules.

Better reflects real-world medication routines and reduces the need for manual workarounds when documenting recurring care plans.

Document Management now enforces office-based access restrictions for coordinator users, limiting visibility to their assigned office locations.

Strengthens operational controls, improves data privacy, and ensures teams only access information relevant to their role.

Caregivers who work overnight shifts can now clock in and out just once — the system automatically splits the shift at midnight into two visits behind the scenes. No extra steps needed during the shift.

Overnight shifts no longer create billing or payroll headaches. Hours are automatically assigned to the right date, keeping your records accurate and your billing clean — without asking caregivers to do anything differently.

Administrators can now configure password expiration requirements for supported users.

Helps organizations strengthen account security and align with internal security policies.

Refreshed sign-in page as part of broader platform security improvements.

Improves reliability and strengthens the foundation for ongoing platform security enhancements.

Users will now receive email notifications for important account security actions — password changes, resets, profile updates, and MFA changes.

Helps users quickly identify unexpected account activity and respond faster to potential security concerns.

Additional account protection that monitors sign-in activity and may request extra verification when unusual login behavior is detected.

Better protects accounts from unauthorized access while keeping the login experience seamless for routine access.

Payers sharing paid claims data with HHAeXchange can now use this information directly within Conflict Management, including new filtering and reporting options.

Provides better visibility into payment-related conflicts, helping teams investigate issues faster and uncover cost recovery opportunities.