April 20, 2026
✨ New Features
SAH Statement Language Translation — SAH statements are now automatically generated in a client's preferred language. When a client has a language preference recorded on their profile (e.g., Chinese, Vietnamese), Eziplan will translate the statement content accordingly before generating the PDF. This applies to both individual and bulk statement generation.
Company and Bank Details on Co-Contribution Invoices — Co-contribution invoice PDFs now display your organisation's company details (name, address) and bank payment information beneath the logo. This makes it easier for clients to identify the invoice issuer and make payment without needing to contact the office for account details.
🔧 Improvements
Supplier Invoice CSV Export – SII Reference Number — The supplier invoice CSV export now includes the Eziplan SII Reference Number (e.g., SII-12345) as an additional column. This unique reference can be used to reconcile exported data against Eziplan records in external accounting systems.
Bulk Upload – Duplicate Invoice Reference Protection — The supplier invoice bulk upload now checks for conflicts before processing. If any invoice reference in the upload file matches an existing invoice in Approved–Unpaid or Approved–Paid status, the entire upload is rejected with an error listing the conflicting references. Invoices in Pending status are not affected and can still be updated via bulk upload.
Supplier Invoice Status – Claim and Reconciliation Protection — Supplier invoice statuses can no longer be changed when the invoice is linked to an active claim, reconciliation item, or statement. Transitions between approved-status variants (e.g., Approved–Unpaid to Approved–Paid) are still permitted, but moving an invoice out of the approved group when it is claim-linked is blocked. This prevents accidental data integrity issues downstream.
🐛 Bug Fixes
Supplier Invoice CSV Export – Duplicate Rows — Resolved an issue where deleted line items on supplier invoices were being included in CSV exports, causing duplicate or extra rows in the exported file.
Supplier Invoice Search – Case-Sensitive Supplier Name — Fixed an issue where searching for a supplier by name required an exact case-sensitive match. The supplier name filter now performs a case-insensitive partial match, so typing a partial name (e.g., "lite") will correctly surface results regardless of capitalisation.
Co-Contributions – Category Dropdown Not Loading — Fixed an issue where the Category field on the Co-Contributions configuration screen was blank unless the user had also visited the Service Type Associations page in the same session. The category dropdown now loads correctly on direct navigation.
SAH Service Type Associations – Text Overflow — Fixed a display issue where long service type names in the Service Type Associations table were running off the screen instead of wrapping. Text in that column now wraps correctly.
Case Management Notes – Missing Service Type and Package — Fixed an issue where case management notes created directly from an appointment did not capture the associated service type or package on the Notes Search. Both fields are now correctly populated from the source appointment when a note is created this way.
Client Budget End Date – Not Recalculating on Manual Start Date Entry — Fixed an issue where manually typing a start date into the Client Budget form did not trigger the automatic end date calculation. The end date now recalculates correctly whenever the start date is changed, regardless of whether a date was already present.
Appointment Activity Log – Duplicate Service Type Name — Fixed an issue where the activity log was displaying the same (current) service type name for both the "from" and "to" values when a service type was changed on an appointment. The log now correctly captures the previous and updated service type names.
HACC-PYP (Victoria) Report – Multiple Export Defects — Resolved several issues with the HACC-PYP (Victoria) report export: the file was generating an incorrect number of columns (136 instead of 124), the transmission header contained a literal placeholder rather than the correct transmission number, and the reporting quarter and filename were derived from today's date rather than the selected report period. All four defects have been corrected.
Excluded Service Types – Character Limit Error — Fixed an error that prevented providers from adding more than approximately 44 excluded service types to their SAH configuration. The underlying field has been expanded to accommodate larger exclusion lists without error.
April 10, 2026
This release introduces intelligent invoice processing, enhanced statement reporting, improved Case Management scheduling visibility, and a series of targeted fixes across Support at Home statements and claims workflows.
✨ New Features
AI-Assisted Supplier Invoice Reading — When uploading a PDF to a supplier invoice, Eziplan will now automatically read the document and pre-populate key invoice fields including invoice date, invoice number, and line item details. This reduces manual data entry and speeds up the invoice creation process for providers managing high volumes of third-party invoices. This AI tool meets Eziplan's strict Data Privacy obligations. Data is kept within the Eziplan infrastructure with an internal only AI model.
Case Management — View Existing Worker Appointments — When adding a Case Management entry, Eziplan now displays the selected worker's existing appointments for the chosen date as soon as a worker and date are set. This allows coordinators to confirm there are no overlapping sessions before finalising the entry, directly within the form.
Consolidated Statement Budget Summary Report — A new Statements tab is now available on the SAH Dashboard, providing a company-wide view of statement budget activity grouped by month. For each client and statement period, coordinators can review opening balances, amounts spent, closing balances, and co-contribution totals — grouped by funding type. The report includes expandable client rows, summary cards, and column filtering to support month-end reconciliation workflows.
🔧 Improvements
SAH Statement Budget Display — Zero-Spend Expired Budgets Hidden — Expired budgets where no amount was spent during the statement period will no longer appear in the budget summary section of client statements. This reduces noise and ensures only financially relevant budget lines are displayed.
🐛 Bug Fixes
Care Management Placement and Expiry Date on Statements — Corrected — Resolved an issue where Care Management was incorrectly appearing in the "Your Support at Home Budget Summary" section at the top of client statements. Care Management now correctly appears in the "Services Affecting Your Budgets" section only. An additional fix removes the incorrect expiry date that was previously showing against Care Management budget lines.
Statements for Clients with No Activity — Mid-Period Budgets Now Included — Resolved an issue where clients whose SAH budget started partway through a statement period were incorrectly excluded when using the "Include clients with no statement items" option. These clients will now be correctly picked up in statement runs.
NAPS ID Claim Generation — All Matching Clients Now Returned — Resolved an issue where generating a claim filtered by NAPS ID was silently returning only the first 30 matching clients rather than all clients associated with that NAPS ID. Claim generation by NAPS ID will now return the complete and accurate client set.
📋 Other Changes
ANZAC Day Public Holiday — NSW Substitute Day Added — The substitute ANZAC Day public holiday for 27 April 2026 has been added for NSW. Appointments on this date will be correctly recognised as falling on a public holiday for scheduling and claiming purposes.
March 30, 2026
✨ New Features
24-Hour Clock Format Companies can now configure a 24-hour clock format for all time-entry fields across Eziplan. This eliminates common AM/PM misselection errors — for example, a 9:00 AM appointment being accidentally saved as a 12-hour shift. The setting is configured per company in system settings and applies across appointments, rosters, and all other time-entry fields.
Supplier Invoice Status Override & Audit Log Users with Unlock or the new Override permission can now manually adjust supplier invoice statuses outside of the standard transition flow (e.g. moving an invoice from Approved – Paid back to Approved – Unpaid to correct a processing error). A full activity log now records all invoice changes — including status updates and line item edits (quantity, rate, service date, description) — with the responsible user and timestamp.
🔧 Improvements
SAH Budget Selector — Friendly Names & Pre-filtering When linking a Government SAH Budget to a Eziplan client budget (on create and edit), the selector now displays budgets in a clear format — e.g. Ongoing Quarterly Budget 1 Nov 2025 – 31 Dec 2025 — instead of raw identifiers. The list is also pre-filtered to only show budgets matching the current budget's funding type and date range. The Total Amount field is automatically populated from the linked SAH Budget, reducing manual data entry.
Co-Contribution Invoice CSV — Additional Columns The Co-Contribution Invoice CSV export now includes two additional columns: Client ID and Accounting System Reference. These values are sourced from the client profile and simplify matching invoices against external accounting systems.
SAH Statement Layout — Continuous Flow & Page Footer SAH Statements now flow continuously without forced page breaks between sections. Tables follow one another with spacing (not hard breaks), making statements more compact. Every page now includes a footer: Client Full Name | Statement ID | Month/Year | Page Number. Individual rows will never be split across pages.
Associated Provider Services Identified on SAH Statements In line with the Associated Provider Regulatory Bulletin, SAH statements now clearly identify line items delivered by third-party (associated) providers. The provider name appears beneath the service description for any service delivered via a supplier invoice, allowing clients and compliance teams to distinguish direct versus externally-delivered services.
Branch Budget & Reconciliation Upload When uploading budget or reconciliation files for a branch that operates under a single NAPS ID, Eziplan now automatically filters out rows for clients not found in that branch rather than failing the entire upload. Skipped rows are shown in a warning card with reasons, so users can review and address any unexpected mismatches without needing to manually edit the file before uploading.
🐛 Bug Fixes
Co-Contribution Balance Calculations Fixed The co-contribution summary section on SAH statements was showing hardcoded $0.00 values for opening balance, paid amounts, and closing balance. These now calculate correctly: opening balance reflects all unreconciled co-contribution items prior to the statement period; paid this month reflects amounts settled during the period; and the closing balance derives accurately from both. Reconciliation adjustments with negative co-contribution amounts will also correctly reduce the next raised invoice.
Co-Contribution Invoices Now Send via Email Clicking Send via Email on a co-contribution invoice was silently routing the document to the download queue instead of sending an email. The AWS email template has been deployed and single and bulk email sending now works correctly for clients with a valid email address on their profile.
"Create Similar Appointment" Error Fixed for Claimed Appointments Using Create Similar Appointment on an appointment already included in a claim was returning an error. The system was incorrectly attempting to copy the internal claim reference across to the new appointment. This has been resolved — the field is now stripped before the new appointment is created.
Budget Tracker — Inflated Utilisation for Invoice-Type Items Fixed Budgets containing external provider / invoice-type items were displaying utilisation rates of thousands of percent (in some cases exceeding 10,000%). External provider items are now correctly excluded from appointment cost calculations in the budget tracker — their spend is tracked via the supplier invoice pathway. The allocation percentage guard and remaining balance calculation have also been hardened.
Supplier Invoice Search Fixed on Claim Screen Clicking on a supplier invoice from the claim generation screen was returning a database error. The invoice is now resolved correctly from the claim context, regardless of how the navigation occurs.
Duplicate Rows in Claims CSV Export Fixed The Claims CSV export (via the Generate CSV button on the claim screen) was producing duplicate rows for some claim items due to a query structure issue. Rows now appear exactly once.
March 23, 2026
✨ New Features
Co-Contributions — "Up To Date" Service Filter When generating co-contribution invoices, you can now optionally filter by a service date cutoff — only reconciled services up to and including your specified date will be included. Leave the field blank to use the existing default behaviour.
Eziplan SAH Budgets — Over-Allocation Indicator The Budgets list view now includes a new column indicating when a budget is over-allocated (i.e. total section items exceed the available budget). You can also filter the list by over-allocation status (Yes / No / All), giving coordinators a quick way to identify budgets that need attention.
Eziplan SAH Budget — Inline Price Plan Revision A new inline row action on the Budgets list allows you to update the price plan revision directly without opening the budget. On click, the latest revision is applied and items are recalculated, with only the affected row refreshed — no full page reload required.
🔧 Improvements
SAH Claim View — Expanded Search and Filter The search bar on the SAH Claim edit screen has been expanded to filter across most available columns, making it significantly easier to locate and resolve specific line items — including quickly finding all error items without manually paging through large claims.
SAH Dashboard — Claim Item Ref ID Column A new column has been added to the Dashboard Claim Items view displaying the Claim Item Reference ID (SII/APT code). This is displayed as the second column for easy reference when reviewing or reconciling claim lines.
Statements — "Not Emailed" Status and Failure Tooltip When a client statement email fails to send — due to a missing or invalid email address — the statement status now correctly reflects "Not Emailed" rather than "Emailed". Hovering over the status shows a tooltip describing the failure reason, giving staff clear visibility over delivery issues.
🐛 Bug Fixes
Reconciliation — Incorrect Totals for Amendment/Adjustment Pairs Resolved an issue where Claimed, Co-Contribution, and Paid totals in the Reconciliation Summary were displaying double-counted for amendment and adjustment pairs. Totals are now correctly re-derived from paired groupings, consistent with how Government Contribution totals were already handled.
Claim Editing — Changes Reverting After Inline Edit Resolved two related issues when editing claim items inline (e.g. selecting a SaH Item to resolve a validation error): (1) the row was not visually updating after save — the error badge and old value remained; (2) clicking "Refresh Validation" was causing the saved change to revert. Both issues are now resolved. The fix also ensures that large claims (40,000+ items) are unaffected by performance overhead — only the single edited row is updated in the UI.
Statements — Care Management Budget Summary Missing Resolved an issue where the Care Management budget summary section was not appearing when generating or re-downloading client statements. The budget summary is now correctly included.
March 19, 2026
✨ New Features
SAH Claim Items Report — A new Claim Items tab is now available on the SAH Dashboard, giving you a comprehensive view of all claim items across every claim. The table includes filterable and exportable columns, making it easier to audit, reconcile, and share claim data without having to open individual claims. You can export the full dataset to CSV directly from this view.
Claimed & Reconciled Status on Appointments and Supplier Invoices — Appointments and supplier invoices now display a clear visual indicator when they have been included in an SAH claim or reconciliation. Where applicable, you can navigate directly to the related claim or reconciliation record from the appointment or invoice screen — eliminating the need to manually search for where a record has been processed.
🔧 Improvements
Supplier Invoices — Default Date Filter Removed — The Invoice Date From field on the Supplier Invoices list no longer applies a default date filter when you open the page. All invoices are now visible from the outset, loading progressively in batches of 20. This resolves a common point of confusion where providers believed newly added invoices had not saved — they were simply hidden by the automatic filter.
March 17, 2026
✨ New Features
This release delivers major Support at Home enhancements, including full support for government-initiated payment adjustments in reconciliation and statements, a new Budget Dashboard with portfolio-wide visibility, a duplicate budget detection and merge wizard, and a range of targeted quality improvements across statement generation, supplier invoicing, reconciliation performance.
SAH Reconciliation & Statements: Government Adjustment Support Eziplan now fully supports the Adjustment entitlement type in PRODA payment summary files. Previously, reconciliation files containing government-initiated payment adjustments (where Services Australia recalculates a client's contribution amount rather than changing the service itself) would fail to upload. These items are now correctly parsed, stored, and processed through the full reconciliation and statement workflow.
On the reconciliation Resolve screen, Amendments and Adjustments are now displayed in separate, clearly labelled sections within each client's card — replacing the previous flat list where Previous items appeared as confusing negative amounts with no context.
Client statements now show a richer breakdown for both amendments and adjustments, displaying the original service cost, the revised cost, the change in government payment, and the change in client contribution — giving care recipients full visibility of what changed and why.
SAH Budget Dashboard — Budgets Tab A new Budget Dashboard is now available within the Support at Home module. The Budgets tab provides a company-wide view of all active budgets for a selected quarter and year, including:
Summary statistics: total clients, total budget value, average utilisation rate, and active alerts
Company Budget Overview pie chart showing booked, claimed, and remaining values across all budgets
Top 10 over-utilised budgets with links directly to individual budget trackers
Case Management overview with separate over-utilised and under-utilised client lists
Case Management worker-level reporting showing total claimed, client count, and average per client.
SAH Statements: Generate Statements for Clients with No Activity Providers can now generate statements for clients who had no appointments or claims in a given month. A new "Include clients with no statement items" checkbox has been added to the statement generation wizard. When selected, clients with an active Support at Home budget for the period will receive a statement showing their opening and closing balances — useful for new clients or clients who took a break from services.
🔧 Improvements
SAH Budget Upload: Duplicate Budget Detection and Merge Wizard Eziplan now detects when a budget file has been opened and modified in Excel, which can corrupt large Budget IDs due to Excel's scientific notation rounding. Affected uploads will be rejected with a clear per-line error, and users will be directed to upload the original unmodified file from PRODA. For providers who already have duplicate budgets in their system from this issue, a new Duplicate Budget Merge Wizard is available to review and resolve duplicates — including any duplicates that are already linked to existing statements.
SAH Config Uploads: Date Format Validation All SAH configuration upload endpoints (co-contributions, budgets, and approved services) now enforce YYYY-MM-DD date formatting. Uploads containing dates in other formats (such as MM/DD/YYYY) will return a clear validation error identifying the row number, field name, and invalid value — preventing silent data corruption that could affect claims and statements downstream.
SAH Statements: Reply-To Email Now Uses Accounts Email When a client replies to a SAH client statement email, the reply will now route to your organisation's accounts email address rather than the general company email. This aligns SAH statements with the existing behaviour for HCP statements, ensuring statement-related client queries reach the right team. If no accounts email is configured, the system will fall back to the main company email.
Supplier Invoices: Public Holiday Shift Now Available When uploading a supplier invoice, the Public Holiday shift will now appear as a selectable option in the shift dropdown for any service line where the corresponding budget item has "Include Public Holidays" enabled. Previously, the Public Holiday shift was never surfaced even when the budget was correctly configured to allow it.
SAH Budget PDF Export: Multi-Language Character Support The SAH Budget PDF export has been rebuilt using the Eziplan Document Engine, adding support for non-English characters including Chinese, Japanese, and Korean. Previously, non-Latin characters were rendered as HTML entities (garbled text) in the exported PDF. The new generator automatically selects the appropriate font based on the content, ensuring all provider and client names display correctly.
Reconciliation Performance Improvements The two highest-latency reconciliation endpoints — the client contributions list and the reconciliation list — have been significantly optimised following a CloudWatch performance analysis that identified both exceeding 4 seconds under load. Improvements include more efficient database queries, server-side filtering, and reduced in-memory data processing. Users should notice faster load times on the reconciliation screens, particularly for organisations with large volumes of reconciliation data.
March 10, 2026
✨ New Features
Live Home Care Package (HCP) Budget Display — HCP budget values are now displayed live in the Eziplan Budgets screen, sourced directly from ACO-uploaded SAH budgets. Coordinators can view current unspent HCP balances alongside a last updated date without leaving Eziplan — no more manual placeholder entries
Participant NDIS Number on NDIS Invoices — The participant's NDIS number is now displayed on the NDIS invoice view, appearing between the Client and Referrer/Plan Manager rows. If no NDIS number is recorded against the participant, the field will appear blank.
Co-Contribution Invoice Export to CSV — Co-contribution invoices can now be bulk exported to CSV directly from the invoice table view. Use the existing filters, select your invoices, and export in one action. The CSV includes invoice reference, client name, address, status, dates, and full line item detail.
🔧 Improvements
Supplier Invoice Bulk Import — First Payment, Health Professional and Shift Type now accepted in bulk upload. Please reach out to Eziplan Support for more information
SAH Client Statement — Unit Cost & Quantity Columns — SAH statements now include a unit cost column in the Services Received and Services Adjusted tables, alongside the existing units and total cost. A quantity column has also been added to all budget service sub-tables in the Services Affecting Your Budgets section. Long service names now wrap with top-aligned text for improved readability.
🐛 Bug Fixes
Supplier Invoice Export — Reference Numbers Incorrectly Formatted as Dates — Resolved an issue where certain numeric reference numbers were being converted to date values in exported supplier invoice files. Reference numbers now export correctly in all cases.
SAH Reconciliation XML — False 'Payment Item Already Reconciled' Errors — Resolved an issue where uploading a claim payment summary XML was generating false 'already reconciled' errors for items that had never been reconciled. Duplicate detection now uses a globally unique claim identifier, ensuring uploads process correctly while genuine duplicates are still caught.
March 2, 2026
✨ New Features
Claims CSV Export: Users can now download a complete CSV export of all claim items directly from the Claim view, both before and after finalisation. The new "Generate CSV" button is available on the Claim View/Edit screen and covers all pages of claim items, making it easier to review, reconcile, and share claim data outside of the system.
🔧 Improvements
SAH Amendment Handling: Support at Home claims processing now correctly handles amended claims returned by PRODA during reconciliation. The system intelligently manages two distinct scenarios — amendments for claims already included in statements, and amendments for claims not yet included — ensuring reconciliation accuracy is maintained regardless of claim history.
Enhanced Claims Processing Infrastructure: Underlying infrastructure supporting claims batch processing has been upgraded to improve reliability, scalability, and performance for large claim volumes. Users can expect more consistent processing times as claim data continues to grow.
🐛 Bug Fixes
Budget Copy — Services Duplication Fixed: Resolved an issue where copying a Support at Home budget was incorrectly adding all services from the associated price plan in addition to copying the services from the source budget. Budget copies now correctly replicate only the services included in the original budget.
Supplier Invoice Access Error Fixed: Resolved a 401 access error that occurred when users with Supplier Invoice access permissions attempted to access Supplier Invoices, but did not have Accounts access enabled on their user profile. Affected users can now access Supplier Invoices as expected.
False Claim Validation Errors Fixed: Resolved an issue where claim validation error messages were appearing incorrectly for services with $0 rates configured in a price plan. The system now correctly evaluates pricing configurations before displaying validation errors, reducing unnecessary investigation for users.
February 20, 2026
This release completes a significant milestone with the full delivery of the Client Co-Contribution Invoices feature for Support at Home, alongside a range of targeted improvements and bug fixes across claims, budgeting, statements, and case management.
✨ New Features
Client Co-Contribution Invoice Documents & Email Delivery – Providers can now generate professional PDF invoices for client co-contributions — either as individual invoices or as a bundled batch PDF. Invoices can be downloaded directly or emailed to the nominated client address, completing the end-to-end co-contribution invoicing workflow.
Case Management Appointment Confirmation Prompt – When updating a case management appointment, users are now prompted to choose whether a new CRM note should be created from that appointment. This replaces the previous behaviour where a CRM note was automatically added on every update, giving workers more control over their records. (
🔧 Improvements
Detailed ATHM Item Descriptions on SAH Statements – Support at Home statements now display specific wrap and item descriptions for Assistive Technology, Home Maintenance, and Modifications (ATHM) line items, rather than only the high-level service category name. This makes it much easier for clients and providers to identify exactly what each line item relates to.
Restorative Care and End of Life Funding in Claim Exports – Appointments and supplier invoice items associated with Restorative Care or End of Life funding types are now correctly identified and included in the relevant column of the SAH claim export file.
Budget Tracker Accuracy Improvements – A comprehensive review of the Budget Tracker has been completed, improving the accuracy of Booked, Claimed, and Co-Contribution calculations — including correct handling of extrapolated repeat appointments, supplier invoice statuses, and reconciliation lines. (
Supplier Invoices for Exited Clients – Users can now add supplier invoices for clients who have been marked as exited (and therefore appear as deleted in the system). A new toggle within the Supplier Invoice modal allows users to include deleted clients in the lookup, with those clients clearly labelled as "(Deleted)" to avoid confusion.
Custom Note Types in Case Management – The case management note type dropdown now displays all custom note types configured for your organisation, not just the system defaults. Note types are also now displayed in alphabetical order for easier navigation. (TAV-1656)
🐛 Bug Fixes
Resolved SAH Claim Validation Error for Wrap/Item Conflicts – Fixed an issue where updating a claim item could result in the error "Supplier invoice item has both SaH Wrap AND SaH Item — only one allowed." The system now automatically clears the conflicting field when one is updated, resolving validation errors for affected claims.
Fixed Duplicate SAH Budget Lines on Budget Summary – Resolved an issue causing two SAH budget entries to appear for the same month on the Budget Summary, which occurred in certain configurations where the budget short code was not transferring correctly as a result of Services Australia changes
Fixed NDIS Statements Timing Out for Clients with Large Invoice Histories – Resolved a system error that caused the NDIS Statements page to time out or display no data for clients with a large number of historical invoices. The fix addresses an internal array size limitation and adds appropriate date filtering to ensure statements load reliably.
Fixed Missing Package Type in Supplier Invoice for Ended Packages – Resolved an issue where the package type dropdown was not appearing in the Supplier Invoice upload wizard when a client's package schedule had already ended. Users can now correctly add retrospective invoices for these clients.
February 13, 2026
This release delivers critical improvements to Support at Home (SAH) claims processing, we've enhanced validation workflows to improve system performance and added safeguards to prevent statement generation errors.
🔧 Improvements
Enhanced SAH Statement Generation Warnings – The statement generation wizard now displays comprehensive warnings when SAH budgets are missing or haven't been updated in the last 24 hours, helping prevent processing errors before they occur. A new collapsible table view on the confirmation step clearly identifies affected participants, and warning counts are displayed via badge indicators for improved visibility.
Optimised SAH Claims Validation Processing – Claims validation now runs asynchronously in the background rather than during each page view, significantly improving system performance. Validation status and timestamps are now visible in the claims table, and users can manually recheck claims when needed without waiting for page loads.
🐛 Bug Fixes
Corrected Claim Amount Calculations – Resolved an issue where claim records were applying incorrect shift rates (evening or night rates instead of standard hourly rates) when processing supplier invoices, ensuring accurate claim amounts are calculated based on the correct pricing schedule.
February 5, 2026
✨ New Features
SAH Reconciliation Export – Added new export functionality for reconciliation items with detailed reporting including claimed amounts, government contributions, client contributions, and budget drawdowns for up to 10,000 items
Enhanced Budget Tooltips – Improved supplier invoice budget linking with detailed tooltips showing budget reference, status, direct links to budget planner, and manual refresh functionality for budget associations
🔧 Improvements
SAH Claims Performance Enhancement – Significantly improved claim estimation and creation speed when processing large volumes of existing claim items by optimising database queries and eliminating inefficient data loops
SAH Budget Display Capacity – Increased maximum number of SAH budgets that can be displayed
Reconciliation File Upload Limit – Expanded SAH reconciliation file upload size limit from 10MB to 64MB to accommodate larger reconciliation files from government systems
Appointment Export Search – Enhanced appointment export functionality to correctly transfer referrer search criteria from the appointments page to the export dialogue
Tooltip Component Enhancement – Upgraded global tooltip system with improved positioning, arrow indicators, and better state management to prevent UI conflicts
Invoice Account Code Performance – Converted invoice account codes to modern query architecture for faster loading and improved reliability
🐛 Bug Fixes
Budget Case Management Auto-Calculation – Resolved issue where AT/HM/RC/EL budget types incorrectly applied 10% case management allocation automatically during budget creation
SAH Statement Duplicate Budgets – Corrected SAH statements showing duplicate budget lines when quarterly budgets expire, ensuring statements accurately reflect budget periods and opening balances based on service dates
Health Professional Service Codes – Resolved missing health professional type codes (SERV-0066 and SERV-0068) in SAH claims file downloads by implementing additional field capture and lookup table for health profession types
January 23, 2026
This release brings significant infrastructure improvements to Support at Home Claims processing, enhanced client invoice functionality, and important bug fixes that improve system reliability and data accuracy.
🔧 Improvements
Enhanced API performance and scalability – Updated scaling policies to better handle peak load periods with improved health checks and increased capacity limits, ensuring smoother system performance during high-traffic times.
Support at Home claims now display Eziplan service types – Claims items now show the corresponding Eziplan service type alongside Support at Home service codes, making it easier to trace services through the pricing, budgeting, appointment, and invoicing workflow and improving error resolution.
Client addresses now appear on Support at Home statements – Restored the display of client mailing addresses on statement documents, ensuring proper delivery information is included when statements are sent via post.
🐛 Bug Fixes
Resolved claim file unit type issue – Corrected the unit type for specific service codes in claim files to accurately reflect hours instead of items, ensuring proper processing by the Aged Care Online system.
Fixed supplier invoice upload error – Resolved an issue preventing supplier invoices from being uploaded for Support at Home services.
Addressed reconciliation file funding type validation – Resolved an error that incorrectly flagged valid funding types as unknown when uploading reconciliation files from PRODA.
January 13, 2026
API Performance Issue for Invoice Uploads
Resolved an issue where invoice uploads were timing out due to large data sets.
Implemented bulk checks and optimised data retrieval to improve efficiency.
(Ensures faster and more reliable invoice processing.)Field Length Errors in PRODA Invoice Claims
Fixed errors caused by fields exceeding length limits during PRODA invoice claim submissions.
Claiming Improvements
Included Filter for Appointment Status
Added filter bar on Claim Page
Multi-selection enabled for ignoring or deleting non-finalised claim items
(Streamlines claim management and reduces manual effort.)
Introduced functionality to filter and bulk delete or exclude claim items.
January 8, 2026
🚀 New Features
User Feedback Submission
Added infrastructure and reusable React component for submitting user feedback at the end of workflows (e.g., claims, statements, budgets).
Currently supports feedback creation and submission only; display functionality will be added later.
🐛 Bug Fixes
Claim Preview Timeout Issue
Resolved an issue where claim creation was blocked if the summary call timed out and returned zero items.
Implemented a quick fix to allow claim creation even when zero items are returned, ensuring smoother claim processing.
Please note - this is a temporary fix and you MAY see 0 claim items in the summary screen. This is ok to proceed past and a claim will still be generated with all relevant claim items.Statement Reconciliation Accuracy
Fixed a bug where items marked as Ignored during claim processing were still appearing in reconciliation files.
Ensures that ignored items do not pull through to reconciliation, improving data accuracy.
PDF Statement Generation
Corrected an issue where PDF statements did not display all claimed items and had incorrect balance calculations.
Improved PDF formatting for multi-page tables and ensured SAH Budgets calculate correctly.
🔧 Technical Improvements
Document Upload Handling
Updated document upload logic to prevent incorrect references between documents.
Improved ID assignment and naming conventions for better consistency and reliability.
January 5, 2026
🗝️ Key Feature
Bulk Copy Budgets
Introducing a powerful new Bulk Copy tool! Users can now copy multiple budgets between quarters using a guided wizard.Select criteria such as date range, clients, and funding type.
Preview budgets before copying.
Confirm and track progress with clear status updates.
This feature streamlines quarterly budget management and reduces manual work.
🔧 Enhancements
Claim Logic Update for Scheduled vs Actual Time
SaH claims now apply consistent logic when actual time differs from scheduled time, ensuring accurate invoicing.Filter for NAPS ID in Claims
Added a new filter for Client NAPS ID in the claims wizard, improving claim item selection and reporting.Claim Module Update
Modified rules to allow either an ITEM or WRAP in claims and supplier invoices, not both, for better compliance.Deleted Client Records in Claims
Claims now retain client names even if the client record is marked as deleted, improving historical data visibility.Corrupted Supplier Invoice Handling
Added a warning icon and delete option for corrupted supplier invoice files without disrupting other functionality.
🐛 Bug Fixes
Statement Export Issue
Fixed an issue where downloaded statement ZIP files were empty.Supplier Reference Error on Bulk Upload
Resolved errors caused by CSV encoding issues during bulk uploads.Budgets Display Deleted Service Types
Corrected logic to prevent deleted service types from appearing in budgets.Care Management Appointment Error
Resolved claim generation errors for short appointmentsClaim Submission Error
Fixed invalid unit type errors for indirect transport invoices (voucher)Service Linking Issue
Addressed problems with linking services when many were already mappedInvoice Upload Error ("Unknown Reason")
Resolved intermittent errors when uploading invoicesClaim Error
Fixed incorrect error flags on valid claim records.
December 18, 2025
🐛 Bug Fixes
Claims Validation Conflicts Resolved
Fixed an issue where validations by service type conflicted with multiple SAH services, ensuring smoother claim processing.Budget Submission Issue Fixed
Resolved a glitch preventing SAH budgets from being submitted when clicking the Submit button.Reconciliation Error
Corrected reconciliation logic for special HC codes to ensure accurate funding type detection.Price Plan Creation Errors
Addressed issues causing errors when creating new price plans under certain conditions (e.g., all items invoiced).Assistive Tech & Home Modifications Budgets
Removed unintended inclusion of case management fees in specific budget types.Budgets
Fixed an error preventing certain users from accessing budgets. Issue was linked to browser extensions.Budget Display Accuracy
Corrected discrepancies where budgets were not showing all associated service types or clients.Quarterly Rate Calculation
Updated subsidy calculations to reflect accurate daily rates for HCP transitioned Level 4.Price Plan Validation
Fixed validation errors for missing or mismatched category fields in price plans.
🔧 Enhancements
SAH Claims Navigation Improvements
Replaced modal navigation with page-based navigation for better usability.
Added loading spinner for delete actions.
Implemented filtering with limit/offset for improved performance.
Statement Generation Wizard
Introduced a multi-step wizard for generating client statements.
Steps include criteria selection, confirmation, and review with clear indicators and loading states.
December 8, 2025
🚀 Budget Planning Enhancements
Budget Builder Improvements
Users can now:Update Total Budget and End Date directly.
Access a new Budget Details modal to edit status, start/end dates, and total budget.
View validation ensuring the Budget End Date does not exceed the Price Plan End Date.
Introduction of Supplements
Added support for Budget Supplements in planning:Supplements like Dementia & Cognition, Oxygen, Enteral Feeding, and Veteran benefits can now be applied.
Case Management calculations updated to reflect supplements.
Ability to include/exclude case management totals for company reporting.
Supplements and case management options are editable during both Add and Edit processes.
🐛 Bug Fixes
Reconciliation Issue
Fixed reconciliation logic to:Avoid failing all items when some do not match.
Remove unnecessary secondary checks for service date when external references differ.
Contribution Import
Resolved issue preventing re-import of contribution files after deletion.
November 21, 2025
🔧 Bug Fixes
Service Type Associations
Fixed a critical issue where a single Eziplan Service Type could be incorrectly associated with multiple SAH Services due to filtering behavior. This now enforces one-to-one associations as intended.Price Plan Filtering
Resolved a bug where filtering Service Type Associations impacted the visibility of categories in Price Plan revisions. Filters no longer affect existing category data.Supplier Invoice Settings – Account Code Limit
Addressed a glitch preventing users from adding more than 30 account codes in the SAH module. The system now supports additional entries beyond this limit.Budget Price Plan Refresh Issue
Fixed a bug where refreshing the price plan on a budget did not trigger any updates. The refresh functionality now works as expected.
🚀 New Features & Improvements
Budget List Filtering
Improved the “Clients with Budgets” page to only display active clients with SAH package schedules, reducing clutter and improving usability.Supplier Invoice – Decimal Support
Updated supplier invoice items to support decimal values for quantity/hours, allowing more accurate data entry.Supplier Invoice – Active Budget Filtering
External services in Supplier Invoices are now filtered to only show those linked to active budgets. Additionally, PO numbers are auto-generated using a standardised format.
📄 Claims Module Finalisation - will be enabled Mon 24th Nov
November 19, 2025
🔧 Bug Fixes
Invoice Display Limit Resolved
Fixed an issue where only the latest 20 supplier invoices were visible. Users can now view all added invoices without restriction.
✨ Feature Enhancements & Improvements
Bulk Appointment Update – Client Filtering
Users can now filter bulk appointment updates by selecting multiple clients. If no clients are selected, updates apply to all.
Budget Planner PDF Export – Tidy Up
Enhanced the PDF export to include all relevant fields from the Review/Edit budget planner, including HCP values.TableView v3 – Bulk Select Utility
Added a bulk select checkbox in the header for tables with selectable rows, supporting full, partial, and none selection states.Support at Home Module – UI Consistency
Standardized toolbar and table layouts across the module for a more cohesive user experience.
November 13, 2025
🛠️ Bug Fixes & Improvements
Price Plan Filtering Correction
Fixed an issue where Assistive Technology services were incorrectly appearing in client budgets due to mismatched billing types. The system now correctly filters services based on funding type and billing rules.HR Matrix Access Error
Resolved a glitch preventing access to the HR code matrix due to excessive package volume.Duplicate Price Plans
Addressed a bug causing duplicate price plans when users clicked "Confirm" multiple times. A safeguard has been added to prevent this.Incorrect Client Lists in Budgets
Fixed an issue where budget generation pages were displaying incorrect client lists across NHC branches.Supplier Invoice Account Code Deletion
Enabled deletion of supplier invoice account codes by introducing a soft-delete mechanism.Price Plan Editing for Deleted Services
Improved the price plan editor to allow viewing and saving of entries with deleted service types, while preventing their removal or modification.Price Plan Save Button Unresponsiveness
Enhanced user experience by adding loading indicators and debounce logic to the Save button in price plans, addressing slow API responses.Chargeable Cancellation Logic
Corrected logic where appointments remained marked as chargeable even after users deselected the option.Budget Search Bar Fix
Removed an unnecessary "Basic Search" field and ensured all search filters return expected results.
🧱 Feature Enhancements
Price Plan Revision Tool Update
Modified the budget update tool to always use the latest price plan revision, ensuring consistency and accuracy.TableView v3 Enhancements
Added sorting and pagination capabilities to the new TableView component for improved data navigation.Budget Planner Audit Log
Implemented a detailed audit log for the Budget Planner, tracking all changes with a user-friendly activity viewer.
November 12, 2025
🛠️ Bug Fixes & Improvements
Price Plan Filtering Correction
Fixed an issue where Assistive Technology services were incorrectly appearing in client budgets due to mismatched billing types. The system now correctly filters services based on funding type and billing rules.HR Matrix Access Error
Resolved a glitch preventing access to the HR code matrix due to excessive package volume.Duplicate Price Plans
Addressed a bug causing duplicate price plans when users clicked "Confirm" multiple times. A safeguard has been added to prevent this.Incorrect Client Lists in Budgets
Fixed an issue where budget generation pages were displaying incorrect client lists across NHC branches.Supplier Invoice Account Code Deletion
Enabled deletion of supplier invoice account codes by introducing a soft-delete mechanism.Price Plan Editing for Deleted Services
Improved the price plan editor to allow viewing and saving of entries with deleted service types, while preventing their removal or modification.Price Plan Save Button Unresponsiveness
Enhanced user experience by adding loading indicators and debounce logic to the Save button in price plans, addressing slow API responses.Chargeable Cancellation Logic
Corrected logic where appointments remained marked as chargeable even after users deselected the option.Budget Search Bar Fix
Removed an unnecessary "Basic Search" field and ensured all search filters return expected results.
🧱 Feature Enhancements
Price Plan Revision Tool Update
Modified the budget update tool to always use the latest price plan revision, ensuring consistency and accuracy.TableView v3 Enhancements
Added sorting and pagination capabilities to the new TableView component for improved data navigation.Budget Planner Audit Log
Implemented a detailed audit log for the Budget Planner, tracking all changes with a user-friendly activity viewer.
November 3, 2025
🐛 Bug Fixes
Budget Page
Resolved issue preventing users from editing or adding rows to the budget page.
Missing service rows have been restored.
Price Plan Revisions
Fixed performance issues
Appointment Errors
Fixed long loading times and error messages when creating or updating repeat appointments.
Budget Submission
Addressed issue where the Submit button failed to respond when adding new budgets
Budget Save Issue
Corrected issue where budget changes were not saved properly.
Ensured invoice item lines correctly reflect price and total values during edits.
🔧 Enhancements & Tasks
Funding Level Updates
Updated system to reflect new funding rates.
Budget Planner Optimisation
Supplier Invoice Improvements
Enhanced item and wrap filtering based on selected service type.
Improved naming conventions for “Other” items to include functional prefixes (e.g., “Lower Limb Orthoses – Other”).
October 29,2025
💼 Budget Planner Enhancements
Refresh Contributions Feature: Users can now refresh client co-contribution percentages to reflect the most up-to-date values. A new icon in the Budget Edit view allows for quick updates, and a warning indicator highlights any changes.
Reducer Refactor & UI Improvements: Major cleanup of the Budget/Sections/Items logic to improve performance and maintainability.
📥 Supplier Invoice Module Updates
Release of the Supplier Invoice Module.
October 28, 2025
🏡 Support at Home
Budget Status Visibility & Editing
Users can now view and edit the status of a budget directly from the top of the page. Logic has been added to prevent multiple active budgets for the same funding type within a quarter.Bulk Budget Updates
Introduced a bulk update feature allowing users to change budget statuses and price plan versions across multiple budgets. Includes conflict detection and permission controls.Bulk Upload Templates for SAH Contributions
Templates for uploading services, clients, and budgets are now available for bulk operations, streamlining onboarding and data entry.
🐛 Bug Fixes & Improvements
Budget Editing Fix for certain Service Types
Resolved an issue where budget changes were not saved correctly when editing invoice billing types. The system now properly updates and displays price and total values during edits.Dynamic Budget Allocation Totals
The "Allocated Total" field in the Budget Planner now updates dynamically during budget creation and editing, improving accuracy and user experience.Hours vs Quantity Display Logic
Budget rows now display "hours" or "qty" based on the billing type (Hourly or Trip), ensuring clearer context for users during budget setup.Price Plan Lookup Limit Removed
Fixed an issue where users couldn’t access the correct price plan due to a limit on the number of plans shown. The lookup field now supports more entries.Budget Detection by Funding Type
The system now automatically detects case management budgets based on funding type codes, improving automation and reducing manual setup.
October 24, 2025
📅 Appointments Module
Bulk Update Tool Added: Users can now bulk update appointments and repeat appointments by date range and package type, with clear warnings and impact summaries. This is only available to users with Unlock Permissions
💰 Budget Planner Enhancements
PDF Export: Budgets can now be printed to PDF with branding and contact details, matching the review layout.
Funding Type Visibility: Funding and package types are now visible in both budget summaries and edit views.
Price Difference Indicators: Visual warnings highlight discrepancies between stored and revised prices.
Public Holiday Cost Integration: Budget calculations now factor in public holiday rates using company event data.
HCP Unspent Funds Tracking: A new database tracks unspent funds , visible in all budgets.
Needs Review View: New views help identify budgets needing review or using outdated price plan revisions.
Funding Type Display in Tables: Funding types now appear directly in budget tables.
🛠️ Bug Fixes
Price Plan Revision Bug: Resolved issue where newer price plan versions weren’t recognised.
Service Type Visibility: Fixed missing service types in client budgets.
Data Deletion Tools: Added ability to "delete" incorrect entries in SaH Approved Services, Contributions, and Budgets.
October 21, 2025
✅ Supplier Invoice Enhancements
Renamed Cost to Rate: The term "Cost" has been updated to "Rate" across supplier invoice models and interfaces to better reflect billing terminology.
Approval Access Setup: A new access control system has been implemented for supplier invoice approvals. Default access is granted to Accounts and Unlock users, with customisable permissions for others (View, Approve, Senior Approve).
🛠️ Budget Planner Fixes
Budget Issue Resolved: Fixed a glitch where service categories were not appearing during budget creation, causing duplicate entries for clients.
💰 Price Plan Updates
Decimal Support: Users can now enter decimal values in price plans for more accurate billing.
Unified Price Plan Interface: Billing rules and pricing have been merged into a single view for easier configuration.
New Price Plan Type – Trip: Introduced a "Trip" billing rule, functioning similarly to hourly billing but based on quantity per trip. This includes shift-based pricing logic. This can also be used for Meal Services where it is quantity based not hourly
October 20,2025
📅 Appointments & Scheduling
Case Management Service Types: Admins can now configure service types specific to Case Management, improving booking accuracy.
Note Visibility Customisation: Providers can now restrict mobile note visibility to specific types (e.g., Progress Notes), with flexible configuration option
Public Holiday Visibility Fix (WPV2): Public holidays now correctly display in Weekly Planner v2, with visual indicators and tooltips for clarity.
Meal & Shift Break Logic Updated (WPV2): Adjusted break calculations to prevent overlaps with appointments and ensure accurate timing.
Tea Break Toggle Respected (WPV2): Tea breaks are no longer calculated when the setting is turned off in Daily View.
Travel Visualisation Enhancements (WPV2): Added warnings when users lack valid addresses, preventing inaccurate travel generation.
💼 Supplier Invoice Module
Dropdown for Item/Wraparound Codes: New dropdowns added to invoice items for selecting associated SAH service codes.
Invoice Row Completion Fix: Resolved issue preventing selection of package, service, or PO number when creating invoice rows.
Character Limit Increased: Invoice description field expanded to ~210 characters for Basscare, ensuring full visibility.
📊 Budget Planner Enhancements
SAH/HCP Transitioned Levels Added: Four new funding levels introduced with accurate yearly amounts.
Contribution Display Fix: Valid client contributions now correctly appear and split in the Budget Planner.
📝 Notes & Case Management
Update Warning for Notes: Added confirmation popup when updating Case Management entries to prevent confusion.
🐛 Bug Fixes
NDIS Cancellation Reasons Re-Added: Appointment cancellation dropdown now includes NDIS-specific reasons when applicable.
October 9, 2025
💡 Feature Enhancements
Budget Planner – Shift Logic Update
Improved how weekday and shift selections behave. Shift options now dynamically adjust based on selected days, and public holiday shifts are auto-triggered based on settings.Price Plan – $0 Value Support
Users can now enter $0 values in price plans, as long as at least one column has a value greater than zero. This ensures flexibility without affecting budget calculations.SAH Budget Planner – UI Polishing
Several refinements were made:Alphabetical sorting for service name lookups
Tab renamed to “SAH Approved Services”
Funding type values now match configuration labels
Categories reordered for clarity
Improved filtering logic for service types
Budget total and GST note now combined for cleaner layout
CAT – Access Token Management
Introduced a list view for managing company access tokens. Includes details like name, expiry, usage, and actions to disable tokens.
🧹 Bug Fixes
NDIS Rate Correction
Corrected mismatched rates for Supported Independent Living services during weekday nights.Timesheet Display Issue
Resolved a bug where group appointments with over 100 clients failed to show all participants.High Intensity Service Rate
Updated incorrect pricing for high intensity SIL services to match the NDIS catalogue.Rejected Loads on Mount (WP Beta)
Addressed conflicts and missing qualifications that caused rejected loads during mount operations.Weekly Planner Alert
Fixed missing alerts for maximum hours in the weekly planner. Cancelled appointments are now correctly included.
September 25, 2025
📅 Weekly Planner Improvements
Infinite Scrolling Fixed: The Weekly Planner now correctly loads additional appointments when scrolling to the bottom.
Save & Refresh Bug Resolved: Appointments now display correctly after saving, without needing multiple refreshes.
Unallocated Sorting Logic Updated: Single appointments now appear before repeats when sorted by start time.
New Filter Added: Option to hide system-only users in the planner view.
Right-Click Menu for Unallocated Appointments: Quick edit functionality added for unallocated appointments, allowing changes without navigating away.
Distance Display on Allocation: When allocating appointments, the system now shows the distance from the previous appointment or home location.
Multiple API Calls on Load Fixed: Weekly Planner now loads efficiently without redundant API requests.
🧾 Appointments & Invoicing
Export Filters Fixed: Appointment exports now correctly reflect selected filters like care worker and client.
Travel Exempt Appointments: Travel charges are now correctly excluded when marked as exempt.
NDIS Invoice Description Fix: Service type names now correctly reflect updates in NDIS invoices.
Group Trip Calculator: A new tool calculates optimal pickup/drop-off routes for group appointments, with map previews and bulk updates.
🧮 Budget Tracker Enhancements
Booked Appointments Calculation: Budget Tracker now includes both single and repeat appointments in the "booked" count.
Case Management Summary: New visual summaries added to Budget Tracker for case management data.
Progress Bar Visuals: Introduced a new component for displaying budget usage in a clear, visual format.
🧹 Data Cleanup & Bulk Updates.
DEX File Uploads
Bulk Appointment Updates
Bulk Cancellation
September 2, 2025
📍 Appointment Distance API
Introduced a new endpoint to calculate distances between user and appointment locations.
Supports various origin-destination combinations (e.g., user to appointment, appointment to appointment).
Swagger documentation added for
/locationsroutes.
📋 Weekly Planner V2 Improvements
Unallocated Appointments: Unsaved appointments now appear pinned at the top of the unallocated list until saved.
Preference Highlighting: Likes/dislikes indicators added when allocating unallocated appointments, mirroring V1 behaviour.
🧾 Supplier Invoice Module
Added visibility for uploading and managing third-party suppliers.
Located or reintroduced the “Add Suppliers” functionality in Settings.
🐛 Bug Fixes
Weekly Planner V2 - Standardised Naming conventions
SAH Resolved issue in service type associations.
August 29, 2025
🆕 New Feature Release
SAH Data Release: We have released the last stage of SAH Data required to complete the setup items. This includes, SAH Service Type Matching and Price Plans.
Reference Data Migration: Full migration of Support at Home reference data completed, including services, categories, and classifications.
Database Schema Update: New schema and foreign keys added to support SAH classifications and funding types.
🛠️ Fixes & Improvements
Weekly Planner V2 Enhancements
Suburb Display: Appointment details now include the suburb field for easier location identification.
User Qualifications Filter: Only relevant qualifications are shown for appointment matching, improving accuracy.
Hours Calculation Fix: Appointments with service types marked as “none” or “fixed” are now excluded from total hours calculations.
Appointment V2 Management
Care Worker Availability Bug: Resolved issue where care workers set as available for overnight shifts were incorrectly marked unavailable.
User Admin Display Issue: Fixed errors causing user pages to show “edit undefined” and fail to load data correctly.
API & Documentation Updates
User Routes Documentation
Weekly Planner Routes Documentation
SAH Budget Planner Logic Update
Service Filtering Rules: Budget Planner now follows updated filtering logic based on funding type, classifications, and service associations.
🧾 Provider-Specific Updates
DEX Data & Package Schedules
Financial & Statement Adjustments
Payroll & Export Fixes
Data Corrections
August 25, 2025
🐛 Bug Fixes & Improvements
Appointments & Scheduling
Overnight Appointments Fix: Resolved issue preventing users from booking shifts overnight
Weekly Planner V2 Enhancements:
Fixed status card color not updating correctly in daily view.
Resolved issue where error states weren’t cleared after failed bulk updates.
Enabled context menu options for unsaved/unallocated appointments.
Improved filtering of cancelled and on-hold appointments in the Unallocated list.
Repeat Appointment Validation: Now prevents setting a repeat end date earlier than the start date.
Case Management Notes: Notes are now retained if submission fails due to missing required fields.
DEX Reporting & Data Management
DEX File Reuploads
CHSP Bulk Updates
SAH Budget Planner
GST Indicator Update: Removed “GST Inclusive” references and added tooltip clarifying all prices are GST Exclusive.
Billing Rule Adjustments: Budget Planner now disables fields based on service type billing rules (e.g., Invoice vs Hourly).
DEX Exporter Enhancements
Adjusted exporter to only include relevant fields based on selected DEX service.
Removed unnecessary TotalCost fields for Respite activities.
Improved handling of mismatched Outlet IDs and service types.
Web & API Enhancements
Appointment Form Cleanup: Removed unused parameters and improved typing for better maintainability.
Support at Home (SaH) Updates
Adjusted database structure to align with new v21 lookup requirements, including new tables and foreign key constraints.
August 11, 2025
🧭 Weekly Planner V2 Enhancements
Improved Appointment Visibility: Icons for travel and breaks now remain visible even in short-duration appointments. Font sizes adjusted to prevent overlap.
Leave Indicator: Workers on leave are now visually marked with a subtle cross-hatch pattern in pink/purple on both day and week views.
New Settings Option: Users can now toggle the display of qualifications on appointment cards.
Rejected Appointments Sidebar: This sidebar now dynamically appears only if the company allows rejected appointments.
Rostering Notes: Users can add and edit notes explaining changes to appointments. Notes are visible on hover and editable via a new right-click menu.
Infinite Scrolling: A scroll listener now preloads the next 30 rows before reaching the bottom of the screen for smoother navigation.
Status Strip Component: The status strip used across various cards has been modularised for easier reuse and maintenance.
Unallocated Appointments Sorting: Unallocated appointments are now sorted by date and time for better clarity.
🐛 Bug Fixes
Case Management Navigation Crash: Fixed a crash when switching from Case Management to Weekly Planner Beta due to leftover data.
Icons Hidden in Short Appointments: Icons now display correctly regardless of appointment length.
Case Management Time Entry: Notes now include appointment end time for better chronological accuracy.
Disappearing Cards: Fixed issue where cards vanished when switching weeks.
Sequelize Error: Resolved error related to missing column “Focused Worker ID” during worker search.
Public Holiday Visibility: AFL Grand Final (Sep 26, 2025) now correctly appears as a public holiday across VIC companies.
📊 SAH Budget and Tracker Updates
Budget Overview: Visual breakdown of invoiced, booked, and remaining budget allocations.
Service Breakdown: New stacked bar charts show allocation per service, including predicted overspend indicators.
Category Breakdown: Allocation per category now includes booked, invoiced, remaining, and utilisation rate.
Decimal Quantity Support: Budget quantities now accept decimal values (e.g., 0.5 hours).
Status Field Added: Budgets now include a status field (e.g., Active, Ended, Archived).
Single Add Feature: Users can now add individual SAH budgets, contributions, and services via new modal forms.
📧 Email & Statement Delivery
Email Delays Resolved
Statement Delivery Fixes
🧹 Data Cleanup & Adjustments
Cost Centre Code Fix: Payroll export now includes cost centre codes for Work Time without breaks.
HCP Budget Report Accuracy: Adjusted logic to correctly highlight budgets needing updates.
🔐 Login & Access Issues
Unlock Login Button Restored: Fixed issue where care workers couldn’t unlock their accounts due to missing UI elements.
🔄 Repeat Appointments
On Hold Alerts Removed: “On Hold” alerts no longer appear on repeat appointment pages to avoid confusion.
August 1, 2025
🧭 Weekly Planner
Improved Unallocated Appointments Display
Unallocated appointments now reflect the full week based on the selected date, not just the current day.Overnight Appointments Now Visible in Day View
Overnight shifts now appear correctly in the daily view, with improved drag-and-drop behavior across days.Live Updates to Unallocated List
When unallocating appointments, the sidebar now reflects unsaved changes in real-time with visual indicators.Fixed Appointment Count Discrepancies
Resolved inconsistencies in appointment counts between legacy and new planner views.Firefox Compatibility Fix
Addressed a Firefox-specific error when selecting dropdown values in the appointment interface.
🧾 Invoicing & Pricing
NDIS Catalogue Corrections
Fixed incorrect pricing for specific NDIS codes and removed outdated duplicates.Centre Capital Cost Rate Updated
Updated the Centre Capital Cost rate across all providers to reflect the latest NDIS catalogue.
🧰 System Enhancements
DEX Data Re-implementation
Rebuilt DEX outlet files and organisation data for multiple providersCompany Account Config Rollout
Replaced feature flags with company-level access tags for more scalable feature management.
🐛 Bug Fixes & Improvements
Service Type Restrictions Now Enforced
Changing package types now correctly blocks incompatible service types, preventing mismatches.Repeat Appointment Fixes
Users can now remove or update the end date of repeat appointments.
System now prevents setting an end date earlier than the start date.
Fixed issue where completed repeat appointments couldn’t be ended due to missing date fields.
Login Issue with Special Characters
Resolved an issue where apostrophes in names or emails caused login failures.
July 23, 2025
🆕 New Feature Release
Weekly Planner V2 Release: Its finally here! The weekly planner Beta has been released and is available to those providers who are part of the Beta program. The Weekly Planner V2 will be more widely released in the coming weeks - read our updated KB articles here
SAH Setup: We are releasing the required setup features for SAH including service type matching, price plans and more - you can read more in the KB articles here
SAH Budget Builder: We are releasing our new SAH Budget builder for providers to begin to play with and understand prior to the Nov 1 go live date - you can read more here
Budget Tracker Visuals: We are introducing the starting point for our new Budget Tracker - note this is not connected to live data yet but will be in the coming weeks
🐞 Bug Fixes
Repeat Appointment Glitch: Fixed issue preventing repeat appointments from being ended due to missing date range.
Date Range Validation: System now blocks invalid date ranges when creating repeat appointments.
Weekly Planner V2 Reload Issue: Resolved bug where reloading the page locked users into weekly view.
Weekly Planner V2 Overnight Appointments: Overnight shifts now correctly display in day view.
Weekly Planner V2 Travel Visibility: Travel between appointments now shows correctly in day view.
Weekly Planner V2 Unallocated Appointments: Fixed drag-and-drop behaviour and visibility issues.
Search Bar Overlap: Search results no longer appear underneath sidebar utilities.
Focus View Errors: Fixed loading and display issues when focusing on appointments.
Unallocated Search: Improved search logic to return correct results based on filters.
July 14, 2025
🧭 Weekly Planner V2 Enhancements
Final Major Release prior to BETA Launch
Improved Load Performance
Refined Save & Reset UX
Client View Improvements
Drag & Drop Fixes
Travel Visibility Restored
Cancelled Appointments Filter
Focused Appointment View
Sidebar & UI Polish
URL Persistence
Legend & Settings
🐞 Bug Fixes
Appointment Status Glitch
Fixed a bug where declined appointments still showed as “Pending Action” after processing.Location Distance Errors
Improved error handling for Google Maps queries with incomplete address data.Payment Collected Field - Appointments
Fixed an issue where the ‘Payment Collected’ field was not auto-populating based on service type.
🔧 Technical & API Improvements
NDIS Support Item Tests
Test suites have been cleaned up and modularised for better clarity and maintainability.Swagger Documentation Migration
July 11, 2025
🚀 Upcoming Highlights
Before diving into this week’s updates, we’re excited to share a major release coming next week that will significantly enhance how teams plan and manage support delivery:
Weekly Planner V2: A brand-new interface designed to streamline rostering, improve visibility across shifts, and simplify last-minute changes.
Support at Home Budget Tracker: A powerful new tool to help teams build budgets in line with the requirements of Support at Home
Stay tuned for full release details next week!
🛠️ Bug Fixes & Glitch Resolutions
DEX - Corrected non-standard text appearing in DEX accommodation dropdown.
Trip Points - Resolved random text display in trip point and location field
📋 DEX
Began updating DEX Outlets for new services starting from 1 July 2025. Please contact our customer support team if you have your new DEX Outlet ready
💬 NDIS Pricing
NDIS Support Catalogue 2025–26: Updated pricing guide across UTILS and Eziplan platforms, including script and banner updates.
June 30, 2025
🐞 Bug Fixes
Case Management Appointments – Pay Level Display Issue
Fixed a bug where the Care Worker/Care Partner lookup failed to consistently show pay levels during appointment edits.
✨ Enhancements & Improvements
SAH Budget Planner – UAT Feedback Implementation
Introduced several quality-of-life improvements to the Budget workflow in readiness for BETA releaseCase Management – “Create Similar Appointment” Behaviour
Updated logic so that using “Create Similar” from a Case Management entry now correctly opens a new Case Management appointment. If not applicable, the button is hidden to avoid confusion.
June 26, 2025
🗓️ Appointments Enhancements
NDIS Support Item Lookup Refactor
Appointment logic now dynamically references the correct NDIS Support Items table based on the company’s selected catalogue version, ensuring accurate data across all configurationsTrip Point Character Display
Trip point characters now render correctly across all views, resolving display issuesWorker Preferred Name – Multi-Lingual Support
Multi-lingual characters in worker preferred names now display consistently across modulesAppointment Payment Auto-Population
Payment fields now auto-populate based on selected service type and billing rules, fixing previous issues where amounts defaulted to $0Case Management Appointment Detection
Case Management appointments are now correctly identified and displayed when editing or viewing, improving clarity for backdated entries
📅 Weekly Planner V2 Improvements (Pre-Release)
Various improvements being made in preparation of release in July
📊 Budget Planner Updates
Various improvements and updates being made in preparation of release in July
🔐 Security Improvements
Brute Force Protection Enhancement
We've strengthened our login security with improved brute force protection. After multiple failed login attempts, accounts will now be temporarily locked to prevent unauthorised access.
👉 Eziplan - Brute Force Protection (Login Lock)
June 19, 2025
This release delivers a range of enhancements, bug fixes, and performance improvements across appointments, budgeting, invoicing, and configuration modules.
📅 Appointments & Weekly Planner
Appointments
Fixed issues with appointment exports not functioning correctly.
Corrected display of client statuses that were incorrectly marked as "On Hold."
Restored missing weekday and frequency columns in repeat appointment lists.
Ensured that clearing a location on an appointment properly updates the record.
Weekly Planner V2 Enhancements:
Significant UI and performance improvements have been made to the Weekly Planner V2, including better alignment of interface elements and a rework of planner options to support future layout flexibility.
These updates lay the groundwork for more intuitive scheduling and navigation
🏠 Support at Home (SaH) Enhancements
Introduced new navigation and quick access menus for SaH modules, including Budgets, Price Plans, Supplier Invoices, and Configurations.
These changes support a more scalable and user-friendly experience for providers managing SaH services and contributions.
Preparing for release of SAH specific featuresJune
⚙️ Configuration & Technical Enhancements
Created a new Swagger documentation structure
🧹 Tech Debt & UI Polish
Disabled hover effects and cursor changes for inactive clickable icons.
Refactored appointment banner logic for better maintainability.