Attach documents -- Upload PDF, JPG, PNG, HEIC or DOCX files directly from the form view. Video files and files larger than 20 MB are not supported.

Preview documents -- Preview PDF and image files before opening the full file. Word documents cannot be previewed, but you can choose to open the full file instead.

Delete documents -- Remove a document from a form record if it was added in error.

Existing permissions -- Access is controlled by the existing Documents permissions for adding, viewing and deleting. No new permissions are needed.

Document activity in Case History -- Every document added or deleted is recorded in the Case History, showing who performed the action, what the action was, when it happened and whether it succeeded or failed.

Documents tab unchanged -- The existing Documents tab continues to work as before.

Supporting evidence, professional reports and external agency documents stay with the form record they relate to.

Staff can find the right document quickly without searching through the Documents tab.

Coordinators and administrators have a clear record of when documents were added or removed, and by whom.

Branch selection before running reports -- A prompt asks which branches to include before a report runs. Choose one or more branches, or skip to run the report with its existing filters. The prompt starts blank each time, and the selection is not remembered. On Case and Forms reports, the prompt explains that the selection only applies where the report includes the Branch column. For Visits and Outdated User Visits, Branch is added as an optional filter within the existing filters popup. Staff with access to a single branch are not prompted.

Branch shown in global search -- Search results for cases, tasks and visits, and users now show the branch name on each result, making it easy to tell apart records that share the same name. Long branch names are shortened, and the full name appears when you hover over it. Results are still limited to the records you have access to.

Improved branch filter on the Activities screen -- A searchable multi-select dropdown replaces the previous branch control, so there is no need to hold the Ctrl key to select more than one branch. Use the search field to find a branch, or choose Select all branches. Selected branches move to the top of the list when you reopen it, and the filter label shows your current selection.

Export the case list to Excel -- An Export button on Service > Cases downloads an Excel file of every record matching your current search, filters, Active or Archived tab and sort order, across all pages. The button is unavailable when the list is empty, and the file follows your standard or custom list columns. Existing access rules continue to apply.

Overlapping Visit Policy: Tenant administrators can choose how overlapping visits are handled for their organisation using a new setting in App preferences, directly under the setting for how long before the planned end time a visit can be ended. Choose None, Warning or Enforce, then save. None is selected by default for every existing organisation, so nothing changes unless you choose a different option. Only tenant administrators can see and change this setting.

Staff working across multiple branches can identify the right record at a glance.

Reports can be limited to the branches that matter without editing saved filters.

Administrators can take case data into Excel for reporting, audits and handovers without copying records by hand.

Administrators can decide how overlapping visits are handled for their organisation without needing support to configure it.

Sync Mismatches alerts -- When a visit syncs with a timestamp discrepancy, an alert is raised in the Sync Mismatches panel for tenant administrators and for branch administrators of the visit's branch. Care workers do not receive these alerts.

Care worker explanations -- The explanation a care worker provides is stored with the visit record, alongside the recorded time difference.

Timestamp Discrepancy Log -- A new read-only table on the case History tab lists every visit with a timestamp discrepancy, including the care worker's outcome.

Administrators are alerted to flagged visits without having to check individual case histories.

Each flagged visit and the care worker's response can be reviewed in one place.

Your organisation has a clearer record of when care was delivered.

We have resolved defects regarding the Activity report.

We have addressed issues around the Activities screen.

We have improved security across Access Care Planning.

Activity-Level Day-Based Frequency -- Set activity frequencies at the individual day level for more precise scheduling and care planning.

Smart Notes for Visit Notes -- Extend Smart Notes voice transcription to visit notes, so care workers can record visit notes hands-free using voice input.

Activity Management and Custom Scheduling on Ad-Hoc Visits -- Manage care and medication activities directly on ad-hoc visits, including setting specific administration times and adding, editing or removing activities.