What's New: July 2026

What's New	Why It Matters	What You Need to Know
Employers can create, assign, edit, and end court-ordered garnishments (child support, federal tax levies, creditor judgments, and other order types) directly in The HHAeXchange platform, without filing a support ticket. Once set up, payroll automatically calculates and withholds the correct amount every pay run, applies legal wage-protection limits, and tracks the running balance. For child support orders, The HHAeXchange platform also remits the withheld funds to the agency on the employer's behalf, in all 50 states.	New self-service garnishment setup and management flow in the employer dashboard. Automatic per-run calculation and withholding, with legal wage-protection limits built in. Automatic remittance to the child-support agency (all 50 states); other order types still require the employer to remit funds themselves. Employers can edit amounts/dates or end a garnishment at any time.	Customer Action Required: Employers set up and manage garnishments themselves and should have the court order on hand. For non-child-support orders, the employer remains responsible for sending withheld funds to the agency or creditor.   Known Limitations: US employers only; not yet available to Canadian employers. Workers have no visibility into garnishment setup beyond their paystub deduction.

What's New	Why It Matters	What You Need to Know
Payroll now automatically files new-hire and rehire reports with state agencies on the employer's behalf, across all 50 states, for both employees and contractors. The HHAeXchange platform detects when a filing is due after a worker's first payroll run and submits it to the correct state(s).	Automatic detection and filing after a worker's first payroll run. Multi-state filing for workers who work across state lines. Per-worker filing status visible on the worker's contract. Employers can mark a worker as already self-filed, or opt out per state before the first check date. Late filings are still submitted rather than skipped.	Customer Action Required: Employers opt in (during onboarding or in settings) and should keep each worker's SSN and date of birth current to avoid blocked payrolls or rejected filings.   Known Limitations: No employer-wide dashboard listing all filings; status is per-worker only. Only 'New Hire' status is filed; Recall and Work Refusal statuses are not supported. Filings submit only after the first payroll run — there is no pre-payroll filing option. 13 states enforce a valid SSN as a hard requirement before payroll can run for that worker (AK, CT, DE, GA, MD, MA, MI, MS, NJ, NC, OK, OR, UT).

What's New	Why It Matters	What You Need to Know
Employers can assign workers' compensation (NCCI) class codes to workers, individually or in bulk, and download audit-ready reports that break down wages and hours by state and class code — the format insurance carriers request at audit time.	New Workers' Compensation card in the employer Profile tab for setting up class codes. Bulk or individual worker assignment, with effective dates. On-demand downloadable report from the Reports tab, for any pay period or custom date range. Workers can be moved to a new class code (with an effective date) as duties change.	Customer Action Required: Employers set up class codes, assign workers, and pull reports as needed. Note: the workers' comp option must be enabled at the partner level before it appears on an employer's Profile tab.   Known Limitations: Coding & reporting only — this is separate from Salsa's NEXT-integrated pay-as-you-go workers' comp insurance product. US only. Guidance for correcting a worker set up under the wrong class code, or correcting prior reports, is not yet finalized — CSMs should escalate these questions rather than answer from this pack.

What's New	Why It Matters	What You Need to Know
Key payroll reports — the Payroll Journal, Deduction Journal, Benefits Journal, Time off Journal, Worker Details, and Garnishments Journal — are now available directly inside The HHAeXchange platform, with no support request needed. Reports can be pulled for a single pay run or any custom date range and downloaded as CSV.	Payroll Journal, Cash Requirements, and Garnishments Journal are now self-serve, available immediately after payroll is submitted. Single pay-run reports available from the three-dot menu on that run; date-range reports available from the Reports tab. Preset ranges (last month, last quarter, year-to-date) or fully custom date ranges. All downloads are CSV, named {report-name}_{employerID}_{date}.	Customer Action Required: None to enable — reports are available automatically in the dashboard. Taxable Wage Summary and other custom/cross-field reports remain support-only.   Known Limitations: Reports are only available after payroll has been submitted. Taxable Wage Summary and fully custom reports are not self-serve. The term 'worker/workers' is currently hardcoded in report output and not customizable. Voids and corrections show as adjustment line items; the pay-run three-dot menu only includes linked adjustment rows for runs on or after June 22, 2026 — the Reports tab is more complete for older runs.

We’ve rebuilt key parts of the Private Payment experience so your team spends less time managing payments and more time with patients. Here’s a look at what’s changed — and why it matters.

What's New

A Faster Way to Save a Payment Method

Saving a card or bank account used to mean bouncing between multiple screens. Not anymore. The whole flow now lives right inside the invoice — guided, quick, and still backed by Stripe’s secure vault, so sensitive payment details never touch our servers.

Pay Now, Right Where You Need It

The Pay Now option has moved front and center in the invoice workflow — no more scrolling to the bottom of the screen. One less click between your team and a completed payment.

Mileage & Expense Invoices, Finally Included

Invoices with mileage or additional charges used to be off-limits for Private Payment. Now they’re fully supported — so more of your billing can run through one streamlined process, with fewer workarounds.

Duty Sheets, Attached Automatically

When a duty sheet is part of the visit, it can now be attached directly to the invoice email — giving patients and responsible parties a clear record of the care and tasks performed.

More Flexibility with Adjustments

Need to apply a write-off, travel time credit, or other adjustment? You can now do it directly during invoice creation — and during refunds, too. It’s the same familiar adjustment experience your team already knows from Enterprise, now available here.

Payment Status, Made Clearer

Incomplete is now Unpaid — a small wording change that removes a lot of confusion about what’s actually happening with an invoice. And when something needs attention, you’ll know at a glance:

• A red icon flags a declined payment

• An orange triangle flags a dispute

• Hovering shows the details straight from Stripe

Your team also gets an email the moment either one happens, so nothing slips through.

Smarter Invoice Resend

If an invoice needs to go out again — wrong recipient, never received, whatever the reason — resending it now automatically retires the old payment link and issues a fresh one. No stale links, no double payments

We’re rolling out a series of security improvements to better protect your account and your users. Here’s what to expect:

Critical Account Change Alerts

Users will now receive an automatic email notification when certain profile changes are made to their account, including updates to their name, email address, or multi-factor authentication (MFA) settings. If a user receives an alert for a change they did not make, they should contact their administrator immediately. No action is needed to receive these notifications — they will be enabled automatically for your organization.

Risk-Based Authentication

The platform will now apply an additional layer of security during login. If unusual activity is detected — such as a login from a new device, an unfamiliar IP address, or multiple failed login attempts — users will be prompted to complete MFA verification before accessing the system. Users who already have MFA set up will use the same method they currently use. Normal logins from recognized devices and locations are unaffected.

Updated Password Policy

To align with federal security standards (CMS and NIST), password requirements are being strengthened:

• Minimum password length is now 12 characters (maximum 256)

• Passphrases are now accepted

• Passwords expire every 60–90 days (set by your organization)

• Users cannot reuse any of their last 10 passwords

• Accounts will lock after 5 failed login attempts (previously 10); users can unlock via an admin or by resetting their password

• Certain commonly used or high-risk passwords will no longer be accepted

These updates apply across all HHAeXchange Enterprise applications and will be enabled in phases. Your organization will be notified before changes are applied to your account.

MD Order: Your Signature Workflow, Your Choice

Sometimes moving forward means bringing back an option you actually needed. This one's for every agency that missed a little flexibility.

Flexibility Restored

Back in June, we introduced digital signatures for MD Orders — a modern upgrade for agencies ready to go fully electronic. But we heard from you: not every agency operates the same way, and some rely on the legacy nurse’s dropdown workflow for good reason. So, we brought it back, right alongside the new digital option.

Now, it's a simple choice, configured exactly the way your agency needs it.

How It Works

A new toggle — Enable Digital Signatures for MD Orders — lives right in your Agency Profile settings. Flip it however fits your workflow:

Digital Signatures Enabled: Users provide a digital signature directly on the MD Order. The nurse dropdown disappears — clean, modern, and fully electronic.

Digital Signatures Disabled (Legacy): Users simply select the signing nurse from a dropdown, just like before. No digital signature components in sight — nothing extra to worry about.

Why It Matters

Compliance requirements and day-to-day operations look different from agency to agency. This update means you're never locked into one workflow — you choose the signature process that matches how your team actually works, without any manual workarounds.

Documentation should support your workflow — not send you hunting across five different screens to piece together the full picture.

Your Plan of Care, Right Where You're Working

Filling out a form used to mean bouncing back and forth to the patient profile just to double-check Plan of Care details. Not anymore. Agency Admins can now select and view a patient's Plan of Care (POC) directly within the form itself — no navigating away, no losing your place, no re-checking your work across multiple tabs.

How It Works

When building a form, a new POC selection field is available. The dropdown pulls in only the POCs already tied to that patient's profile, so you're always choosing from accurate, relevant options — never guessing.

Once you select a POC, the form displays two dedicated grids with the relevant care plan details, giving you full visibility right alongside the rest of your documentation.

• Refresh on demand. Need the latest duty list for that POC? Pull it in real time, without ever leaving the form.

• Persistent selection. Once you save, the POC stays linked to the form — so the connection between your documentation and the patient's active care plan is never lost.

Why It Matters

Consistency matters when it comes to care documentation. By pulling Plan of Care details directly into the form, this update ensures what you're documenting always lines up with the patient's actual, active care plan — with far less manual cross-checking and far more confidence that everything matches.

Conflict Management Enhancements

Great products get better when they're shaped by the people actually using them — and this release is a direct result of feedback from our NY payer early adopters.

For Payers: Deeper Visibility, Built for Compliance

• See the conversation, not just the conflict. A new read-only Provider Communications tab on the Payer conflict detail page lets you view inter-provider messages tied to a conflict — giving you a clear, auditable record of whether providers actually attempted to resolve cross-agency issues themselves. (Fully read-only — payers can view, not compose or reply.)

• Richer exports for compliance review. The Payer List View export now includes Claim Line Number, EVV Times, EVV Type, and Distance (miles) — so you get the data you need for conflict analysis without leaving your export file.