What's New: June 2026

Two new discharge logics are now available: No Authorization, which discharges an active member from any placement where they have no authorizations loaded, and No Authorization and No Visits for X Days, which adds a check for confirmed visits — discharging a member from a placement only if they also haven't had a confirmed visit in a set number of days (X is configurable per payer or service code). Both logics run automatically every night, just like other custom discharge logic.

Today, a member can lose their only authorization and stay marked Active indefinitely, since there's no auth end date to trigger a discharge. These new logics close that gap — automatically discharging members who truly have no authorization on file, without affecting members who simply have an expired authorization. If a member has several placements, only the ones with no authorization are discharged; placements with a valid authorization are left untouched. These logics can be used on their own, or alongside your existing "Authorization End Date + X Days" logic — for example, one payer could use "No Authorization" only, another could use "Auth + 30 Days" only, and a third could use both together.

We have added a new On Reprocess Log view to the Integration File Dashboard. This feature includes a toggle that allows you to switch between viewing only records currently being reprocessed and viewing all historical rejected records. The dashboard will now default to the On Reprocess Log view, which filters for records received within the last 90 days that have a valid reprocessing rejection code.

This update makes the dashboard much easier to use by focusing on the most relevant data first. By defaulting to the reprocess log, you can immediately see the same records that are provided on the nightly fail log. These records are automatically reprocessed each night to attempt a successful import, while older records are only reprocessed by request. This reduces "noise" from older, inactive failures while still giving you the flexibility to research historical data whenever you need to.

We’ve introduced a more robust download system in the Integration File Dashboard. Instead of waiting for a file to generate in your browser, the system now processes your request in the background. To support this, we’ve added a new Downloads tab in the Integration File Dashboard where you can:

• Track the real-time status of your requested files.

• Access and download your completed files once they are ready.

• View a history of your recent download requests.

With high volumes of data in the dashboard, downloads may sometimes fail or take a long time to generate. This new process eliminates those frustrations by moving the heavy lifting to a backend process. This means you can request a large data export and continue working elsewhere in the system without interruption, knowing your file will be waiting for you in the Downloads tab when it's finished.

Caregivers now have access to an AI-powered Help Assistant, Caree, right from Menu > Help in the EVV mobile app. Instead of searching through static help articles, caregivers can ask questions in natural language and get guided, step-by-step troubleshooting for time-sensitive issues like clocking in/out, GPS problems, and validation errors.

Caregivers — many of whom are non-native English speakers or less comfortable with digital tools — often need help in the moment, not after digging through articles. Caree answers in plain language and translates in real time, so caregivers can resolve issues themselves, faster, without missing a clock-out or stalling mid-shift.

A new secure messaging capability connects Payers, Providers, Members, Representatives, and Caregivers in one unified conversation thread — across the Payer Portal (NPP), Provider Portal (ENT), Services Portal (UCP), and CareHub. Users can message one-to-one or one-to-many, and can add new participants into an existing conversation at any point, with the full message history carrying forward for everyone on the thread.

Care coordination today happens in silos — phone calls, emails, separate notes — making it easy to lose track of who said what, and to whom. With unified messaging, a caregiver can flag a change in a member's condition, loop in the provider, who loops in the payer to request additional hours, who then loops in the member or representative to confirm — all in a single thread, with nothing lost in translation between systems. This means faster approvals, fewer redundant conversations, and better visibility into care decisions for everyone involved.

HHAX+ now supports direct messaging between agencies and caregivers, bringing the same messaging experience caregivers already know from the CMA app into HHAX+. Agencies can send one-way messages to caregivers through the Enterprise Message Center, and caregivers can have two-way conversations with agency users directly from the new Direct Chat screen in HHAX+.

Caregivers and agencies need a reliable way to communicate in real time, without juggling separate apps or falling back on phone calls and texts. By bringing this messaging experience into HHAX+, agencies get consistent, real-time communication aligned with their existing enterprise workflows — improving caregiver engagement while keeping messaging in one place.

The M27T and PERS HRA forms now automatically populate the Agency Address and Patient Address fields when the form is opened — Agency Address pulls from the agency's profile on file, and Patient Address pulls from the patient's demographic record.

Manually entering addresses on every form is repetitive and prone to typos or inconsistencies with what's already on file. Auto-populating these fields removes that manual step entirely, saving time and ensuring the form always reflects the agency's and patient's current address on record.

Forms can now be automatically attached to visits based on configurable rules, eliminating the need for manual attachment. A new Auto Attachment Configuration section has been added to the form creation screen, where users can define the Visit Type(s) and Contract/Payer that determine when a form should be auto-attached to a visit.

Manually attaching the correct form to every visit is repetitive and easy to get wrong — the right documentation can get missed. With auto-attachment, agencies set the rules once, and the correct form is consistently included with every matching visit going forward, reducing manual work and documentation gaps.

The forms administration disclaimer now only appears once. The first time a user accesses the forms admin screen, the disclaimer displays and must be acknowledged before proceeding — after that, the user goes straight to the admin screen on every future visit.

Previously, the disclaimer appeared every single time the admin user accessed the screen, interrupting workflow with a repetitive step. Now users see it once, acknowledge it, and move on — saving time on every subsequent visit without losing the legal acknowledgment itself.

Payer administrators can now create, update, and manage custom Measure Gap Status options directly within the Reference Table Management (RTM) module for Quality Insights. Once configured, these statuses automatically sync across both the Payer and Provider views.

Previously, payers had less flexibility to define their own status options for tracking measure gaps, which could lead to inconsistent or inaccurate status tracking between payer and provider teams. With configurable, synchronized statuses, both sides are always working from the same definitions — improving consistency and accuracy in how measure gaps are tracked and resolved.

A new option lets you group invoiced visits and claim line items by Export Code instead of Service Code when submitting claims.

If your agency uses multiple Service Codes that map to the same Export Code — for example, "PCA Hourly Brooklyn" and "PCA Hourly Queens" both billing under "T1019" — claims were being rejected because the payer only expects to see one line per Export Code. This fix groups those visits together automatically, the way the payer expects, so claims go through cleanly.

Physicians and authorized clinical staff can now sign MD orders electronically directly within the platform. Each signature is tied to the signer's unique login, includes a date and time stamp, and locks the document from changes once signed.