Changelog

Follow up on the latest improvements and updates.

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Careswitch now talks to your accounting system, holiday pay applies itself, and a big round of polish lands across billing, scheduling, and the mobile app.
QuickBooks Online integration
Connect your workspace to QuickBooks Online and your private-pay and VA invoices sync over automatically — no double entry. Map clients to QuickBooks customers with a guided setup, and when an invoice is fully paid in QuickBooks, it's marked paid in Careswitch too.
  • Invoices sync to QuickBooks automatically when sent, with consistent invoice numbers
  • Guided customer mapping, with fast search even on large company files
  • Payments recorded in QuickBooks reflect back on the Careswitch invoice
  • Sync activity appears on the invoice activity feed
Holiday pay rates, on autopilot
Set which hours count as holiday time and Careswitch applies your holiday rate rules for you — including overnight shifts that cross into or out of a holiday, where only the holiday portion gets the premium rate.
Add expenses to payroll
Reimburse caregivers without a workaround: add one-off expenses directly to a payroll run so supplies, parking, and other costs get paid with wages.
Clock in on behalf of a caregiver
When a caregiver can't clock in themselves, the office can now mark the shift in progress on their behalf — from the shift detail page or right from the calendar — with the action recorded in the shift's history.
Caregiver matching profiles, now in the app
Caregivers can complete their matching profile right from the mobile app — including a guided setup with Looper — and agencies control who can view versus edit matching details with finer-grained permissions. Agencies can also keep internal matching notes that caregivers and guests never see.
A richer activity feed
Shift edits, policy changes, and invoice/claim changes now leave a much clearer trail: what changed, by whom, including shifts added to or removed from claims and invoices.
Additional improvements
  • Get notified in-app and by email when an electronic remittance is received
  • Denied claim lines show the payer's adjustment reasons
  • Invoices show an item count, your agency email on PDFs, and the delivery destination for each invoicing method
  • Resending an already-sent email invoice now asks you to confirm, and is labeled "Resend"
  • A dedicated export page for reimbursement invoices
  • Clearer wording across billing: "invoice groups" are now simply "invoices"
  • Policies can carry a beneficiary name, shown on invoices
  • Charge for late cancellations when your agency's policy calls for it: a canceled shift's invoice line item can now be marked billable (canceled shifts still default to not billed)
  • Search billing and invoice tables by full name
  • Date pickers across the product gained month and year dropdowns — no more scrolling back one month at a time
  • Shifts with blocking exceptions show a clear icon on the calendar
  • Caregiver shift times show their timezone, and the app's week view starts consistently on Sunday
  • Mobile notifications and push notifications are more reliable, and unsaved care-summary edits are no longer lost when a shift refreshes in the background
  • Care notes reflect manually adjusted clock times accurately, and per-shift care notes now show the client's date of birth with a clearer service and billing header — on screen and on the exported PDF
  • Canceled-shift notifications are restored, and bulk cancellations send one digest instead of many messages
  • The assistant runs on an upgraded AI model, asks which policy to use when a client has several, and no longer creates duplicate services or care plans when scheduling
  • Command Center answers now stream in live as they're written — with an instant preview while Looper is thinking and a faster start on every request
Payroll setup is now self-serve, and the miles your caregivers drive between visits pay and bill themselves.
Automatic mileage & travel time between visits
When a caregiver works back-to-back visits in a day, Careswitch captures the mileage and travel time between them automatically — and flows both through to billing and payroll. Need an exception? Edit per-shift mileage and travel-time pay rates, and your overrides stick.
Self-serve payroll setup
Set up pay schedules yourself, control who can see and run payroll with dedicated payroll permissions, and pick the payroll start day that matches how your agency works.
Additional improvements
  • Export payroll straight to Paychex
  • 1099 contractors can be excluded from overtime calculations
  • Employee names in timesheets link to their profiles
  • Decimal pay rates supported when creating workforce profiles
The caregiver app got its biggest refresh yet — a clearer home for every workday.
A clearer dashboard, shift detail, and clock-in/out
The caregiver experience is redesigned around what matters on shift: today's schedule up front, a cleaner shift detail view, and a simpler clock-in/out flow.
Caregivers manage their own availability
Caregivers can now view and edit their availability right in the app — the office sees changes immediately, and scheduling uses them for matching and conflict detection (including overnight shifts that cross midnight).
Office hours and closures
Set your agency's office hours for each day of the week, schedule closures ahead of time, and write your own closed message. When the office is closed, caregivers see a clear banner in chat — with when you'll reopen — on the web and in the mobile app, so after-hours messages come with the right expectations.
Additional improvements
  • Chat is more reliable: channels load consistently, tapping a chat notification opens the right conversation, and reconnection is automatic
  • Clock-in/out uses the correct location radius, and the map shows a loading state instead of "unavailable" while GPS resolves
  • Cleaner shift-detail layout and consistent styling across iOS and Android
  • The office can see which caregivers have installed the app
Scheduling now shows you the impact of every booking before you make it — and finding the right caregiver for a client is a ranked, scored shortlist instead of a guessing game.
Real-time authorization utilization while you schedule
As you book or edit a shift, Careswitch projects the client's authorization usage and warns you the moment a booking would exceed the authorized amount — including day-of-week and time-of-day restrictions on the authorization. The same utilization view is available on the shift page, the calendar hover card, and shift cancellation, so you always know where a policy stands.
  • Live projected usage and over-limit warnings as you schedule
  • Honors day-of-week and time-of-day service restrictions, with violations highlighted
  • Overage alerts right on the calendar, and an overage filter on the schedule
  • Handles authorizations that span multiple coverage windows without false expiration alerts
Smarter caregiver matching
When a shift needs coverage, Careswitch ranks available caregivers with a score built from distance, availability, qualifications, language, and existing connections with the client — so the best match rises to the top.
  • Ranked, scored caregiver list with the reasons behind each score
  • Structured client matching criteria, including lifestyle and dietary preferences
  • Structured caregiver availability, editable by the office and by caregivers
  • Existing caregiver–client connections boost the ranking
Open shifts and offers, unified
Offering shifts is now one clear flow: send a direct offer to one caregiver or an open offer to many, with reminder notifications so offers don't go stale, decline reasons recorded in the activity feed, and client matching criteria shown right on the post.
Additional improvements
  • Calendar filters for shift status, method, and billing status — with empty rows hidden and your view remembered between visits
  • A redesigned schedule list view with date-range filtering
  • Assigning a caregiver with a conflict or overtime risk now asks for an explicit acknowledgment
  • Edit canceled shifts, and restore past shifts to an assignable state
  • Shift recurrence supports the full weekday list, and re-enabling "Repeats" restores your original pattern
  • Caregivers now get an in-app and push notification the moment the assistant offers them a shift or schedules them for one — offers are never invisible
Your whole organization gets one view, the Careswitch assistant does more of the busywork, and notifications keep everyone in the loop.
Enterprise multi-workspace view
Agencies with multiple branches can group them and see everything in one place: a cross-workspace dashboard with consolidated analytics, one workspace switcher, and an assistant that can answer questions across all your branches.
A more capable assistant
The Careswitch assistant now shows its work with live progress, handles files you upload, produces real downloadable file outputs, and can help across more of the product — from archiving clients to posting open shifts — while respecting your permissions with a read-only mode.
Notifications that keep everyone in the loop
Family members and other guests get notified about billing and shift changes; the office gets notified when policies are approved or rejected and when a claim is rejected — and the notifications menu is easier to filter and read.
Additional improvements
  • Per-shift Daily Care Note PDF export, and care-note exports on third-party invoices
  • Guest portal permissions are configurable per workspace
  • Team chat gets search and role-based channel membership
  • Client activity history now records archive/restore events, payer changes, cancellation reasons, and assignment reasons
  • People search matches full names everywhere
  • Address entry validates and geocodes automatically, with a manual override when a location can't be found
  • Teach the AI your documentation voice: set workspace-level writing instructions — style, detail level, terminology — that are followed whenever intakes, assessments, and care plans are generated for you
  • Re-send an employee's invitation by email or SMS right from their profile — with a "last invited" indicator — or invite several people at once from the workforce table
  • Primary and Secondary Manager columns and filters on the sales and client services tables, and qualification renewal reminders that can notify more than one person
  • Archive a client's finished services: an Active/Archived filter keeps the profile tidy, and safeguards prevent scheduling or invoicing against an archived service
  • Archive contacts you no longer work with — they drop out of search and pickers but keep their history and can be restored anytime — and filter your payer list by Individual, Organization, or Client
Our biggest set of billing upgrades yet: new policy types that keep billing moving through authorization gaps, flexible invoicing and delivery methods, and much finer control over what lands on every invoice.
Provisional billing policies
Waiting on an authorization renewal no longer stalls your billing. Provisional policies cover authorization gaps and renewals: shifts keep scheduling and billing normally, and claims are held until the real authorization is on file.
Reimbursement-tracking policies
Track reimbursable care alongside primary billing. Reimbursement policies run in parallel with a client's main coverage and auto-generate reimbursement invoices — with clear utilization projections, and travel time and mileage handled correctly.
Streamlined invoicing & payment methods
Choose how each payer gets invoiced — Embedded Billing, Email, Fax, Payer Portal, or Print & Mail — with sending, downloading, and care-note attachments built into one flow. Billing frequency is configurable per payer (monthly, weekly, or biweekly) with an explicit billing start day, and invoice copies can go to multiple parties.
Full control over invoice contents
Move whole shifts or single line items between invoices, in bulk or one at a time; remove shifts from open third-party invoices; and let cross-midnight overnight shifts bill at two rates and split across the right billing cycles.
Additional improvements
  • Search on the invoices page and on billing tables
  • Invoices show a PAID stamp on PDFs — including exports
  • Total shift hours shown on private-pay invoices
  • Reopen partially paid invoices and record partial payments to the cent
  • Write-off adjustments on claim-backed invoices, with the balance optionally re-billed to private pay
  • Bank-account (ACH) payment verification is easier to manage, with clear microdeposit steps and a retry path for failed payments
  • Only one policy can be effective at a time, policies get auto-generated names, and backdated policy edits preserve historical coverage
  • One "Active for Invoicing" policy per service, with clearer policy selection while scheduling
  • Invoice links in emails no longer expire — payers can open their invoice whenever they get to it, not just in the first week
  • Third-party payer pages now have a real Invoices tab: every invoice for that payer with billing period, status, client, amount, and sent/paid dates, plus search and sorting
  • Shifts worked while a policy was in effect stay billable even after the policy's end date passes — billing looks at the policy that covered the shift's date, so month-end billing runs don't strand valid work
  • Medicaid invoices split cleanly at calendar-month boundaries
  • Client address changes are tracked over time, and each claim keeps the address that was current on the date of service
In January we introduced Looper's Agent Mode. Over the past few months it has grown into something bigger: Command Center, a dedicated home in Careswitch where you and Looper get real work done — and now the first thing you see when you open your workspace.
One place for real work with your AI
Command Center turns conversations with Looper into sessions you can leave and come back to. Ask for something big and keep working — long-running tasks continue in the background and pick up right where they left off, even if you close the tab. And when Looper builds something for you — a spreadsheet, a PDF, a document, a chart — the file appears right in the conversation, ready to preview and download. Agencies with multiple locations get an enterprise Command Center that can search, compare, and answer questions across every workspace at once.
  • Persistent sessions that resume where you left off, with search across past sessions
  • Background tasks that keep running while you do something else
  • Real files — spreadsheets, documents, PDFs — generated and previewed right in the chat
  • Reachable from the sidebar and the command bar, and now the default landing page for permitted users, with a smooth handoff from the side-panel assistant
Your daily briefing, written for you
Start the day with a snapshot of your workspace: an automatically written morning briefing covering what needs attention across scheduling, billing, claims, and your team — browsable by date, with unread briefings clearly marked. Make it yours per workspace: turn it on or off, reorder the sections, set a focus and tone, mute topics you don't need, and choose how often and when it arrives. Want one right now? Generate it on demand — and a quick thumbs up or down shapes future briefings.
Put Looper on a schedule
Turn recurring work into scheduled tasks: have Looper run something daily, weekly, or on a schedule you define, and pause, resume, or retry runs whenever you need. Scheduled tasks belong to the person who created them.
Read-only mode, for peace of mind
Prefer that Looper only ever looks things up? Turn on read-only mode and anything that could change your data is simply off the table — questions get answered, records stay untouched. It applies across Command Center and the assistant, for single workspaces and enterprises alike.
Careswitch now takes your third-party billing electronic, end to end — from claim submission through payment posting — with built-in electronic visit verification for Indiana Medicaid.
Electronic claims, end to end
Submit professional claims electronically right from Careswitch, track payer enrollment and claim status as it changes, and catch problems before they become denials with a pre-submission review that checks every claim line for missing information and authorization overages.
  • Submit claims electronically and follow their status in real time
  • Review claims before submission, with clear warnings on anything that needs attention
  • Resubmit or replace a claim without re-entering everything
  • Denied or adjusted claim lines show the payer's reason codes in plain view
Electronic remittance (835 / ERA)
When a payer pays, Careswitch now posts it for you. Electronic remittance advice is applied automatically to the matching claims and invoices with line-level detail, so you can see exactly what was paid, adjusted, or denied — and why.
  • Payer payments post automatically to claims and invoices
  • Line-level adjudication detail on every payment
  • Invoices stay locked against edits until the remittance arrives, protecting your records
Indiana Medicaid electronic visit verification
For agencies billing Indiana Medicaid, Careswitch now verifies visits with the state's Sandata system automatically. Shifts show their verification status at a glance, and claims are held until visits are verified — so what you bill is always backed by a verified visit.
  • Automatic visit verification with the state, no separate data entry
  • EVV status badges on shifts, plus an EVV filter on the shifts table
  • Claims held until verification clears, preventing avoidable rejections
  • Verified visit records stay in sync even when shift times are corrected later
Additional improvements
  • VA claims support per-day rounding and accurate rate resolution by locality and carrier
  • Referring provider and prior authorization details flow through to claims automatically
  • Claims capture the caregiver's relationship to the client where payers require it
  • Employee profiles can securely store Social Security numbers where state visit-verification enrollment requires them — masked by default, revealed only deliberately, and protected by new Sensitive Information permissions you control in your roles settings
  • When the office completes a Medicaid shift or corrects its billable time, you can record the state-required reason code and explanation, and it travels with the verified visit record
Already live in ChatGPT or Claude all day? Now you can bring your Careswitch workspace with you. Workspace admins can connect either app to Careswitch with a secure one-time approval — pick the workspace, grant access, and ask about your own scheduling, billing, payroll, and people data from the AI tool you already use.
  • Connect ChatGPT or Claude to your workspace with a one-time approval
  • Connections stay signed in, so you're not re-approving every session
  • Tools that only read data are clearly marked, so you always know what an outside app can and can't do
Paperwork goes digital: upload a PDF form and your applicants and employees can fill and sign it right in the browser — completed forms are saved straight to their documents. No printing, scanning, or chasing.
  • Upload any PDF form and make it fillable in the browser
  • Signatures captured digitally
  • Completed forms saved automatically to the person's documents
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