Go-Live Date

This release is generally available on June 25, 2025.

Release Overview

Below is a summary of the enhancements / fixes in this release:

Below are the release notes highlighting the latest enhancements and fixes. Please reach out if you have any questions.
 

Enhancements in This Release

Onboarding Application & Portal

• Admin Onboarding Dashboard & Application Workflow:
  • Admins can now initiate, edit, and manage onboarding applications using a new dashboard with filters, infinite scroll, and status tracking.
  • Application statuses include: Started, Sent, Sales Review, Pre-Underwriting, Underwriting, Approved, Rejected, and Cancelled.
  • Manage applicants with the ability to add, edit, delete, invite, and track status using secure links and two-factor authentication.
  • Full audit trail with event history (logins, edits, status changes, submissions) including timestamps and user attribution.
  • Downloadable signed and archived PDF versions of completed applications, including signatures and supporting documents.
  • Role-based permissions for creating, deleting, underwriting approval, and MID request actions.
• Applicant Portal Improvements:
  • Secure invite links with two-factor authentication (email/SMS), code expiry, and draft preservation.
  • Role-based signature validation: Applicants may submit without signatures, but signers are required to sign.
  • Email notifications on application submission with configurable recipient lists and direct links to the Admin Portal.
• Data Capture & Compliance:
  • Split name fields for Worldpay API compliance; first and last names are now captured separately.
  • Secure double-entry for bank routing and account numbers, replacing voided check uploads with attestation and checkbox.
  • Photo ID and voided check/bank letter image capture, with mobile workflow and OCR support where possible.
  • Masking of SSN and DOB in the UI and PDFs, except for underwriting review.
• KYC & Underwriting Integrations:
  • IRS TIN verification via Sovos API with results displayed in underwriting.
  • Experian credit check API integration for business credit reports.
  • WHOIS lookup API integration for practice website verification.
• Merchant ID (MID) Automation:
  • Automated Worldpay MID request and credential retrieval for approved applications, with UI feedback and credential storage.
  • “Board to PayFac” button to automate PayFac onboarding once an application is approved.
• UI/UX Improvements:
  • Layout updates: Bank information moved above terms, improved mobile workflows, and enhanced status bar.
  • Removal of unnecessary options (such as opt-out and print), streamlined dropdowns, and improved validation messages.
  • New “Rework” status in onboarding for applicant modifications after underwriting.

Admin Reports & Data Management

• VCC Transaction Report:
  • New report for VCC payments with customizable filters and export options.
• User Management:
  • CSV downloads now honor applied filters for practice, roles, and statuses.
  • Improved UI for user creation, including a wait cursor for slow operations and corrected search visibility for new users.
• Recon & File Delivery:
  • Support for “None” as a delivery method; recon files are not delivered if not required.
  • Enhanced duplicate detection logic for recon files when lookback days are adjusted.
  • Improved format dropdown and delimiter/header options for clarity and usability.
  • Custom Airflow DAGs updated to new SFTP locations and deprecated as needed.

Platform & Security Updates

• Dependency Upgrades:
  • MySQL Connector-J, Apache POI, AWS SDK, Lombok, Node.js, and Python have all been upgraded or standardized for improved security and performance.
  • Managed Airflow DAGs upgraded to the latest Python and package versions.
• Database & API Changes:
  • New schemas and tables for onboarding applications, applicants, audit trails, and ownership information.
  • Backend APIs for application listing, filtering, creation, and deletion now feature robust validation and infinite scroll.
  • Practice columns (EIN, NPI, payprocessor_id) have been moved to the organization table for improved schema management.

Fixes in This Release

Onboarding & UI

• Resolved multiple UI issues: input masking, dropdown placeholders, calendar limits, mobile alignment, and color inconsistencies.
• “Pended” status corrected to “Pending”; obsolete fields removed and status transitions improved in admin onboarding.
• Reports now load correctly when navigating between recon and distribution, eliminating stuck states.
• Left menu spacing corrected for roles with restricted submenu access.

Recon & Payments

• Optum matching algorithm now uses patientName instead of subscriberName for VCC payments, ensuring accurate demographic matching.
• Deleting an organization now removes associated VCC payment and enrollment records.
• Recon file ingestion logic improved to prevent duplicate files when adjusting lookback days.
• Recon alert emails now only trigger on actual errors, not false positives.

User Management

• New users created with “Allow user to create password” now appear in search results as expected.
• Save button now shows a wait cursor to prevent duplicate submissions.

Reports

• Guarantor Details breadcrumb navigation now returns to the correct screen in AR Management reports.
• Download CSV in User Management now respects applied filters.

Payments

• EMV card reader now displays “Amex” instead of “American Express” for card type.
• Lockbox file ingestion fixed for bills with Account ID in Guarantor block.

Technical & Infrastructure

Airflow & Automation

• New DAG for ElitePS print JSON uploads; updated custom transaction report DAG for HCI.
• Deprecated HAP_Monthly_Dashboard and removed “core” tag from non-critical DAGs.

Security & Compliance

• Masking of sensitive data (SSN, DOB) in UI and PDFs, except for authorized underwriting users.
• FullStory tracking for insurance payments workflow, with robust PHI and credit card data masking.