Release Notes: February 17, 2022

What's New?

Role Permission for Manage Discharge: There is a new role permission called Manage Discharge. You can now give specific user roles the ability to View, Add, Edit, and/or Delete in the Manage Discharge feature found in Settings.

Insurance Status will default to Active: When you add new insurance to a prospect or client, the status will now default to "Active".


If you have any questions or would like clarification on the updates above, please don’t hesitate to contact our team. We are always happy to help!

Release Notes and additional resources are available at

Have a great day!