August 2026 updates
- Account Portal
- Intake/Referral Portal
Help Desk CSV export and multi-column sorting, search and referral improvements, a viewer-presence indicator, and the 2026 HMIS Sex field.
New
- Export the Help Desk queue to CSV, and sort it by more than one column.
- A presence indicator shows when someone else is viewing the same community member profile.
- Type-ahead contact search when finalizing a referral.
- Referral Details shows the phone type and description.
- Interaction history shows the referring clinician for each interaction.
- Whoever created a program enrollment can delete it until it has real activity.
Improved
- Service search relevance, location filtering and ranking.
- The HMIS Sex field follows the 2026 structured-field standard.
- New records default to security scoped to the current program, and the referral button follows the same visibility rules.
- Merged contacts now redirect to the surviving record.
Fixed
- Help Desk status and type filters.
- Community member search with fuzzy name matching.