November 2, 2026

This release makes it easier to find caregivers for open shifts. You’ll also find more flexible cancellation and care-task settings, new Looper capabilities, and improvements to billing accuracy. 
What’s New
Find caregivers for open shifts more easily
Offer Shift now sorts caregivers by distance from the client by default. You can also sort by name or by visits with that client. Each caregiver’s row shows how many visits they completed with the client in the past 12 months.
The previous Only available toggle has been replaced with two separate filters:
Exclude scheduling conflicts: Excludes caregivers with another shift, time off, or an event.
Exclude outside availability: Excludes caregivers whose recorded weekly availability does not cover the shift. Caregivers without weekly availability on file are not excluded by this filter.
Decide whether to bill when canceling a shift
When canceling a shift, you can now select Bill the client for this shift anyway alongside the option to pay the caregiver. This lets you make both decisions in one step. Mileage, travel time, and expenses remain written off.
More useful calendar details
Stacked visits now display Stacked _ of _ on both the calendar block and its hover card. Opening Shifts is also faster, and the calendar returns to the view and week you last used.
Set care-task requirements across your agency
In Settings → Policies → Care Tasks, you can set an agency-wide default requiring all care tasks to be completed before clock-out. Each care plan can follow that default, always require completion, or allow clock-out without completing every task.
Find and update profile information more easily
Referral details: Client profiles now show referral source type, source, and notes under Basic Information. These details are visible only to staff.
Profile tags: The Add Tag picker on caregiver, client, and contact profiles is searchable, sorted alphabetically, and supports selecting multiple tags at once.
Do more with Looper
Looper can now create leads in Sales and add or remove tags on client and caregiver profiles. It also warns you before assigning or moving a visit that overlaps another visit on the caregiver’s schedule.
Configure caregiver call-out reporting
Caregivers report call-outs themselves is now off by default for agencies that have not configured this setting. Enable it in your outreach settings if you want caregivers to report call-outs through the portal.
Fixes & Reliability
Scheduling
Absence reasons: Record Absence now requires you to choose a reason instead of defaulting to Call-off, helping prevent PTO from being counted as a call-off in reports.
Timeline hover cards: Only one hover card opens at a time.
Billing and payroll
Invoice totals: Invoices and Receivables summary cards now round each invoice to the nearest cent, so Total Outstanding and Total Billed match the rows below.
Invoice filters: The Private Payer Tags filter and column have been removed from Billing → Invoices.
QuickBooks credits: Fixed an issue that prevented a credit memo from posting when an invoice balance was short.
Pay-rate changes: Saving pay rates no longer fails when a pay period is locked. Locked periods are skipped.
Everyday reliability
Shift pages: Network errors now display a notice.
Page loading: Reduced incorrect Page failed to load messages after a new version is released.
Form counts: Submitted forms waiting for an editor’s approval are now counted correctly.