Release Notes: May 6, 2022

What's New?

New Sorting Options in the Client List: There are two new sorting options in the Client List: First Name and Discharge Date.

SSN for Prospects: You are now able to add an SSN for Prospects. The SSN will stay with the prospect throughout its lifecycle.


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!