August 17, 2023

Here's a summary of our upcoming August 17, 2023 release. Full release notes are available and include screenshots and Help Center articles when applicable. Please contact your Customer Success Manager with any questions.

Licensing

Feature: New case note type: Email Campaign

Description: When utilizing Binti to send email campaigns to caregivers, a case note is automatically generated. Moving forward, these case notes will be assigned a new category: "Email Campaign". Previously, we assigned "Case Update" which may have caused confusion for agencies that use the email campaign tool frequently. In a future release, we will re-categorize previous email campaigns to the new case note type.

Availability: All agencies

Configurability: Not configurable

Feature: New "Exclude case note type" filter

Description: A new filter, "Exclude case note type", has been added to the Filters menu on the Case Notes page. It allows you to exclude specific case note types from your view.

Availability: All agencies

Configurability: Not configurable

Feature: Improved "Case note type" filter

Description: You can now select multiple case note types simultaneously using the "Case note type" option in the Filters menu. Previously, you could only filter one case note type at a time.

Availability: All agencies

Configurability: Not configurable