Last Updated: August 19, 2026 2:25 PM (EDT)

August 19, 2026

• Replace secondary insurance card section in insurance tab with alert for medi-cal coverages
• Update /clients page to default to pending bucket if no active clients exist
• Ensure health harbor status is persisted if call is in progress
• Vulnerability fixes for dependencies
• Polyfill fix for /clients page on older clients
• Ensure archived clients appear in the Inactive bucket
• Disable “Next” upon blocking user input on additional insurance
• Fix onboarding step undefined error from monitoring software
• Fix unmounted app error

August 17, 2026

• Released massive revamp of insurance verification system across back-end and front-end
  • Frontend
    • Redesign of the Clients page and client profiles, with new mobile-first versions
    • Update visit submission to require confirmation of insurance information
    • Updates across client creation to remove unnecessary fields and add new questions related to insurance verification
    • Complete revamp of how insurance is displayed - new statuses, new alert banners, new actions available, new logic for what actions are blocked bc of different insurance statuses
    • Implementation of new underlying engine for table state management on the new clients page, will be phased in across rest of the portal
    • Add ability for user to reactivate a deactivated client
  • Backend
    • Automated parsing and updates to insurance verification status based on eligbility check results
    • Automated parsing of plan type
    • Automated parsing of Health Harbor call results
    • Only verifying primary insurance
  • Emails
    • New emails for all the new insurance statuses
    • Updated emails for preexisting statuses
    • New emails for reverification started, update,
• Modified rollout banner to include information about background checks

August 11, 2026

• Add background check approval notification email
• Send client creation confirmation emails to group admins as well
• Send visit submission confirmation emails to group admins in addition to associated practitioner