This release brings more visibility and control to billing, scheduling, and caregiver management. You can now quickly see what’s outstanding and how long it has been owed, use AI to help match caregivers to open shifts, and track invoices consistently from submission through payment.
What’s New
Accounts Receivable at a Glance
The new Receivables view gives you a clear picture of outstanding balances by payer and how long each balance has been outstanding.
- View outstanding balances across eight aging buckets.
- Click any amount to see the invoices behind it.
- Use summary cards to quickly see your overall collections.
- Use the new Invoice Age filter to find older invoices.
- The Invoices tab now includes summary cards for Submission Ready, Total Paid, Total Outstanding, and Total Billed.
- A needs-attention indicator appears when invoices are ready to be sent.
- Click a summary card to automatically filter your invoices.
Find it at: Primary Navigation > Billing > Receivables
Consistent Invoice Numbers
Invoices and reimbursements now have a consistent invoice number that appears everywhere you need it, including invoice pages, PDFs, emails, payment pages, receipts, exports, and file names.
You can also search for an invoice by its number from invoice tables or global search. Invoice numbers match the numbers shown in QuickBooks, making it easier to track invoices across systems.
AI Screening for Open Shifts
Careswitch can now use AI to screen eligible caregivers before they receive an open-shift offer. This helps ensure that caregivers are a better match for the client's needs before an offer is sent.
- Choose Off, Low, Medium, or High screening strictness.
- Add custom instructions for the AI evaluation.
- See how many caregivers matched out of the total screened.
- Review why each caregiver was screened in or out.
- Apply AI shift review rules to specific roles or people, or across your entire workspace with exclusions.
Flexible Mileage and Travel Time Billing
You now have more control over how mileage and travel time are handled for each payer.
Choose whether these items should be included on the payer's invoice and whether billing and payroll should use different values. For example, you can bill based on the caregiver's entry while paying the caregiver using an automatic estimate.
The caregiver app also prompts caregivers for the appropriate information when they clock out, and zero-rate mileage and travel items no longer appear unnecessarily on invoices.
Move Individual Line Items Between Invoices
You can now move individual billing items between invoices instead of moving an entire invoice.
This includes:
- Shift hours
- Travel time
- Mileage
- Expenses
Select individual items or multiple items at once and move them to a single destination invoice. Moving an item does not change its rate or payer.
Know When an Invoice Is Ready to Send
Invoices now help you identify missing billing items before they're sent.
When a billing period ends, the invoice page identifies shifts that are ready to add, need review, or were never worked. Use Add or Add All to quickly add eligible shifts.
New invoice statuses also include:
- Reviewed — Mark an invoice as reviewed and ready to send, with a record of who reviewed it and when.
- Paused — Place an invoice on hold when it isn't ready to move forward.
Send confirmations now also warn you when shifts are missing from an invoice.
One-Click Submission Packets
Private-pay and reimbursement invoices can now be exported as complete submission packets, including supporting documentation.
Each packet includes a clear ready or not-ready status for its documents. Reimbursement packets also include proof-of-payment receipts for the paid primary invoices they cover.
Exports and filing documents to a client's profile are now separate actions, giving you more control over what gets added to client documents and what guests can access.
Easier Recurring Schedules
Creating recurring schedules is now simpler and easier to review before saving.
- Select the days of the week on one line.
- View each day's start and end times at a glance.
- Copy one day's times to all selected days.
- Review a plain-language summary before saving.
- View weekly hours totals on the calendar.
- Filter the calendar by Employee Role.
- View caregiver unavailability.
- See only caregivers who can be scheduled.
Weekday bill rates now also reflect the days you selected for the recurring schedule.
Billing & Payments
- Private-pay billing now supports daily billing frequency.
- Set billing start dates for private payers.
- Create pending policies while payer details are being finalized.
- Create same-period invoices when needed.
- Share services across coverage windows.
- Add billable expenses directly from a shift.
- Provide a reason when marking an item as unbillable.
- Reimbursement invoices now include an activity feed and a redesigned opt-in process.
- Reimbursement billing automatically catches up on care provided before opting in.
- Reuse a paid invoice as proof of payment.
- Create per-service invoice exports.
- Attach billing exports to emailed invoices.
- Improved care note file exports.
QuickBooks & Electronic Remittances
- QuickBooks customer mappings are now kept one-to-one.
- Refunded QuickBooks payments automatically return the related invoice to an unpaid status.
- Payment references now appear on invoices.
- Payer adjustment reasons are captured in full.
- Remittances forwarded to a secondary payer are applied correctly.
- Duplicate remittance deliveries can no longer post the same payment twice.
Claims, EVV & Medicaid
- Claim rejections now show the payer's specific rejection reason.
- Rejected claims can be corrected and resubmitted.
- EVV now includes a new notification preference.
- EVV claims automatically resubmit after Medicaid ID or payer changes.
- Corrections are attributed to the team member who requested them.
- Claim dates now align with the visit date for overnight shifts.
- Indiana agencies can enable weekly Medicaid eligibility checks. Active clients with a Medicaid ID are automatically verified, and mismatches are flagged for review.
Scheduling & Caregiver Management
- Control how early caregivers can clock in before a shift.
- Customize recorded-time rounding by increment, rounding method, and whether rounding applies to total duration or individual clock times.
- Third-party payables now have an additional rounding option.
- Require client signatures at clock-out.
- Customize care note details by payer.
- Batch shift assignments now send one summary notification per schedule.
- Inactivating a caregiver no longer sends an automated email.
- Admins can sign caregivers out of the app on demand.
Clients, Payers & Search
- The shifts table now displays payer details.
- Added a Payer Type filter to the shifts table.
- Search now includes preferred names.
- Profile tags support multi-select and appear on payer tables.
- Filter menus remain open while selecting multiple options.
- Guests can now be given permission to view invoices for their connected clients.
Assistant & Support
- The support panel now displays your dedicated Careswitch account manager.
- The assistant handles voided invoices more reliably.
- The assistant provides clearer explanations during service interruptions.
- Assistant invoice actions now work consistently with the corresponding actions in Careswitch.
Careswitch App
We've made several improvements to the caregiver experience in the Careswitch app.
- Added helpful empty and error states to the care task list.
- Caregivers now receive clearer Clock-in opens at messaging.
- The caregiver app prompts for the appropriate mileage and travel time information when clocking out.
- Care notes now headline billable time according to your billing settings.
- The care note preview now returns you to the page you opened it from.
- Improved handling when a caregiver's session expires.
Fixes & Reliability
We've made several fixes and reliability improvements across Careswitch.
- Manual shift completion now preserves reported clock-in times.
- Shifts on the final day of a service now bill correctly.
- Policy selection is consistent when multiple policies share the same start date.
- New profiles can no longer silently link to the wrong account.
- Resolved crashes in shift hover cards, billing item actions, the chat composer, and contact profiles.