October 19, 2026

This release makes bulk invoicing available to every agency and adds new ways to browse and protect Documents. You’ll also find clearer shift history, warnings before overlapping visits, and improvements to billing and payroll accuracy.
What’s New
Review and submit invoices in bulk
Bulk invoicing is now available in every workspace. Review and submit multiple invoices together, with helpful tips when you hover over tabs and a reminder before leaving a review in progress.
For more information, please view our Knowledge Base article (https://help.careswitch.com/en/articles/17603297-submit-invoices-in-bulk). 
Browse Documents with previews
A new List / Tiles switch next to search lets you browse previews of images, PDFs, saved reports, and forms. List remains the default view.
The Documents list also makes it clearer who created each document and why a document is locked. A green live indicator now appears on every document containing live blocks, and date filters include Last 60 Days and Last Year.
Choose who can edit a Document
After clicking on a document, use Share → Who can edit to control editing access for an individual document. For example, you can protect a dashboard your team relies on while allowing others with access to view it. Live blocks continue updating for viewers.
Refresh billing exceptions together
You can now refresh exceptions in bulk on Billing Items. Exceptions also refresh automatically each night, so resolved shift issues clear without needing to open each item individually.
See who changed a shift
Shift history now records who made each change and where it came from, including the web app, caregiver app, Looper, and phone. This makes it easier to investigate changes, including who removed a shift. Shift activity also now shows billing status.
Review overlapping visits before saving
When you create or move a visit that overlaps another visit for the same client and service, CareSwitch asks you to confirm before saving. You can still save intentional overlaps, such as visits requiring a two-person assist.
More tools for client and referral management
Profile Health: A single badge on each client profile combines EVV and Medicaid eligibility information.
Referral Sources: A new view in Sales, alongside My Leads and Leads, shows referral sources with metrics for the selected period.
NetSuite expense mapping: Each expense type can now map to its own NetSuite item.
NetSuite activity history: Changes to a client’s NetSuite customer mapping now appear in the client’s activity feed.
Email notices: Emails whose replies will not reach your agency now include a Do Not Reply notice.
Fixes & Reliability
Billing and accounting
Net Profit: The total on Billing Items now matches the client rows and follows the Item Type filter.
Invoice totals: Summary cards remain consistent when you open a card’s details and change Totals for to This Page.
Private pay filtering: The None (Private Pay) payer-tag filter now returns the correct invoices.
Date ranges: Selecting a second date range before the first finishes loading no longer causes the page to revert to your earlier selection.
Claim submissions: A failed submission no longer restores unbillable lines or hides Remove from Claim.
NetSuite credits: Voiding or reopening an invoice now creates the correct credit.
Pending payments: Attempting to void an invoice with a pending payment now displays a clear message.
Payroll and everyday workflows
Travel pay: Travel time after weekly overtime is now paid once rather than twice.
Looper updates: After Looper makes a change, it now refreshes the page so you can see the result.
Care plans: Signed care plan versions with fewer sections now open without an error.
Task creation: The New task dialog now opens reliably after an app update.
Caregiver qualifications: Quickly opening another qualification’s delete dialog no longer causes an error.
Intake assistant: The Draft/Generate button stays visible when working with long summaries.
Task Areas: The page now has a clearer heading and properly aligned introductory text.
Switch imports: New prospects without an address now import as leads.