new

August 25, 2026

This release makes claim submission smarter and helps catch billing issues before they lead to denials. It also introduces more flexibility when correcting completed shifts, improves eligibility checks and invoice activity tracking, and includes several performance and reliability improvements.

What’s New

Automated Claim Submission

Claims can now be submitted automatically once they are ready, helping streamline the billing process while adding a safeguard against duplicate claim denials.

Claims for completed billing cycles can automatically submit
24–72 hours after the cycle ends
once automated submission is enabled for your workspace.
Claims are blocked from submission when only part of a service's shifts for a day have been billed.
This prevents partial-day billing from triggering duplicate claim denials from payers.
Shifts that are already billed elsewhere, canceled, or written off are excluded from this check.

Find it at:

Billing Provider settings. Contact your account team to enable automated submission.

Change the Billing Policy on a Completed Shift

You can now change the billing policy on a completed shift without starting over. This is especially helpful when a shift was billed under the wrong policy or was temporarily billed as private pay while a Medicaid or VA authorization was pending.

Use the new
Change Policy
option from the shift's billing menu.
View all policies that were active on the shift date, including expired, inactive, and provisional policies.
Preview how changing the policy will affect the shift.
The shift is automatically removed from any open invoice or claim using the old policy.
The shift is then re-rated using the new policy.

Note:

This option is not available once a shift has been billed, paid, added to a reviewed invoice, or included on a submitted claim. These situations still require a manual correction.

Find it at:

Shift detail page > Billing menu > Change Policy

More Detail in the Invoice Activity Feed

The invoice activity feed now provides a more complete history of what happened to a claim and its payments.

Dismissing a claim error is now recorded with who dismissed it and what the error said.
Claim errors now show when they were reported instead of appearing as current errors.
Dismissed errors remain dismissed unless a new failure occurs.
When an ERA reverses a payment and issues a corrected payment, both transactions now appear in the activity feed.

Find it at:

Invoice detail page > Activity

More Accurate Eligibility Checks

Eligibility checks are now more consistent and better at identifying actual payer mismatches.

'Needs review' only appears when the claim payer is different from the payer on the client's active policy.
Manual eligibility checks from a client profile now check against
Indiana Medicaid (IHCP)
, matching the weekly automatic eligibility check.
Clients without an active Medicaid policy can still run a manual eligibility check.

Find it at:

Client Profile > Run eligibility check

Billing & Invoice Improvements

Invoice expense line items now support decimal quantities, such as 1.5.
Claim submission buttons are now labeled
Submit
and
Resubmit
for simpler, more consistent wording.
ERA denial reasons for
Referral absent
and
Missing certification
now display their correct descriptions instead of
Unknown code
.
Improved the formatting of denial group labels and reasons so they are easier to read.

Payroll & Reporting

The iSolved payroll export now downloads as an Excel file instead of a CSV. This helps preserve clock-in and clock-out timestamps when the file is opened and saved in Excel.

Command Center Permissions

Command Center report access can now be managed separately from AI assistant (Looper) access.
This allows administrators to give users access to Command Center reports without automatically granting them access to Looper.

Fixes & Reliability

Billing Performance

Fixed an issue that caused Billing pages to freeze or take an unusually long time to load in some larger workspaces.
A saved search filter could unintentionally expand an invoice list to include the workspace's entire billing history each time the Billing page was opened. This has been corrected, and Billing pages should now load normally.

Claims & Denials

Fixed an issue where denial group labels and reasons could appear together without a space.
Improved the display of ERA denial reasons so the correct descriptions are shown.
Claim submission and resubmission actions now use clearer, more consistent labels.

Eligibility

Eligibility checks now consistently compare the claim payer with the client's active policy payer.
Manual Indiana Medicaid eligibility checks now use the same payer as the automated weekly check.
Clients without an active Medicaid policy can still run eligibility checks.

Invoice Activity

Claim error dismissals are now preserved in the invoice activity history.
Dismissed claim errors no longer reappear unless a new failure occurs.
ERA payment reversals and corrected payments are both recorded in the invoice activity feed.