Export AI Service Forms as PDFs
Transform any AI-generated service form into a professional PDF document with our new export functionality.
Look for the export button in the top-right corner of your form views.
- Download directly to your computer for immediate use
- Optionally save to client's documents tab for easy record keeping
- Assessments and Care Plans must be signed to export
- Intakes must be marked as completed to export
Improved Shift Hover Cards
Now when you hover over any shift in a calendar view, you'll instantly see:
- Scheduled start day, date
- Scheduled clock in/out times
- Billable and payable clock in/out times
- Billable and payable total time (excluding travel time)
- Status-specific shift actions (edit, cancel, configure assignment, etc.)
Find the new hover cards across all calendar views:
- Primary Navigation > Shifts tab > Calendar view
- Care Recipient Profile > Schedule tab > Calendar view
- Professional Profile > Schedule tab > Calendar view
Additional Improvements
- Fixed AI assistant shift summary functionality
- Fixed issue with AI assistant chat attachments not uploading properly
- Added "None" option for workspace chat in roles and permissions settings
- Fixed "matching criteria" filter for complete/incomplete status