August 31, 2026

This release introduces Telephony for caregivers working without a data connection, gives office staff a faster way to review payroll, and adds new options for communication, billing, and scheduling.

What’s New

Telephony Clock-In for No-Signal Areas

Caregivers working in areas without a data connection can now clock in and out by phone instead of driving somewhere to find a signal or calling the office.

The system automatically identifies the caregiver and shift and records the punch for EVV just like an app-based clock-in.

Works anywhere with a phone signal, even without a data connection.
Automatically identifies the caregiver and shift.
Records clock-in and clock-out punches for EVV.

Redesigned Payroll Run Review

Reviewing a payroll run is now faster and easier with a new expandable view. Instead of opening each caregiver's timesheet individually, you can review employees, shifts, and individual line items from one screen.

Expand an employee to see their shifts.
Expand a shift to view its individual line items.
Approve or unapprove an entire shift at once.
Approve or review individual line items.
View summary cards showing Approved, Pending Review, Regular, and Overtime totals.

Find it at: Payroll > Payroll Runs > Select a run

Automated Claim Submission & Partial-Day Protection

Claims now have additional safeguards to help prevent duplicate claim denials.

When a day has unbilled shifts for the same service, claim submission is blocked until the remaining shifts are billed or otherwise resolved. This prevents a day's service from being split across multiple claims.

Eligible agencies can also enable automatic claim submission after a billing cycle closes.

Claim submission is blocked when a day would be split across multiple claims.
The submission review identifies the affected day and shifts.
Automatic claim submission can occur 24–72 hours after a billing cycle ends.
Contact your account team to enable automated claim submission for your agency.

@Mention Staff in Activity Notes

You can now mention coworkers directly in activity notes on client and employee profiles.

Type @ in an activity note to search for and tag a coworker.
Mentioned staff receive a notification by email and in the Careswitch web app.
Mentions in existing notes link directly to the tagged person's profile.

Find it at: Client or Employee Profile > Activity > Type @ in a new note

Attach Client Documents to Emailed Invoices

When emailing an invoice to a payer, you can now attach existing documents from the client's profile. This makes it easier to send required documentation with an invoice without sending separate emails.

Select documents from the client's existing files when sending an invoice.
Attached documents are recorded in the invoice activity history.
No additional upload is required.

Repeating Open Shifts Stay Available

Repeating open-shift posts now continue to the next scheduled shift instead of disappearing from the job board when the current shift begins.
This makes it easier for caregivers to see and claim future shifts in a recurring open-shift schedule.

Internal Notes for Schedule Overrides

Staff can now add internal notes when creating a caregiver schedule override.
These notes are visible only to staff within your agency and can provide additional context about why a schedule was changed.

Careswitch App

Telephony Calling for Shifts

The Careswitch mobile app now includes call options for shifts, making it easier for caregivers to access phone-based communication when needed.
The new telephony clock-in option also allows caregivers without a data connection to clock in and out by phone.

Fixes & Reliability

Claims

Claims can no longer be replaced, voided, or unlocked until the payer's remittance has been received. This helps prevent accidental duplicate claims.
Claim grid filters, sorting options, and key performance indicators have been restored.
Correcting billable time on an overnight shift no longer results in a generic error for clients with a reimbursement policy.

Eligibility

Eligibility checks now more accurately identify payer mismatches.

The Needs review flag only appears when the claim payer actually differs from the client's policy payer.
Manual eligibility checks for Indiana Medicaid clients now use the correct payer, even when the client does not have an active policy on file.

Billing & Invoices

Fixed a missing space in the adjustment-reason label on invoice claim lines.
Improved the reliability of billing corrections for overnight shifts with reimbursement policies.