We ship fast. 131 updates across 30 releases and counting. See every feature, improvement, and fix as it lands.
Select multiple items in the Audit File and export them as a single combined PDF. Great for auditors who need to pull a complete packet.
The Add/Edit Individual form now captures diagnosis, ICD-10 codes, allergies, and gender. "Assign to Home" has been renamed to "Assign to Location" for clarity.
Dashboard now accurately detects incomplete face sheets by checking all 14 required fields and counting individuals with no face sheet at all.
Create and distribute satisfaction surveys to individuals, families, and staff. Supports Likert scale and open-ended questions with aggregate results dashboards for CARF compliance.
New org-wide dashboard showing PCP outcome achievement rates, monthly trends, life area breakdowns, and support level distribution. Helps demonstrate program effectiveness for CARF surveyors.
Fire drill form now supports all emergency types: tornado, evacuation, medical, active threat, power outage, and natural disaster. Fire-specific fields are conditional based on drill type.
Quarterly QI Review form now includes a PDSA (Plan-Do-Study-Act) section for documenting formal quality improvement cycles. Track cycle status, decisions, and findings per CARF requirements.
Grievance log now tracks full workflow progression: Received → Acknowledged → Investigating → Resolved → Closed. Includes priority levels, deadlines, investigator assignment, and investigation notes.
Resolved an issue preventing billing upgrades from loading. Anyone having issues upgrading to the Professional tier or other plans will now be able to process payment successfully.
Staff members accepting an invitation are no longer prompted to start a 7-day trial. They now go directly to their dashboard as intended.
Fixed an error when editing daily notes caused by a missing database column. Notes can now be edited without issues.
Fixed Stripe default pricing for Growth and Professional plans. Customers upgrading their subscription will now see the correct pricing at checkout.
Annual forms now support a "Next Due Date" field. When submitting annual forms (acknowledgements, safety reviews, inspections, etc.), staff can set the next due date with a 1-year default. Expiring forms appear on the dashboard alongside expiring documents and facesheets.
Staff at day programs, community coaching, and other non-residential service locations can now clock out without completing daily notes first. Previously, locations without a service type assigned were incorrectly treated as residential.
Face sheets now show their annual review date with 30-day expiration warnings on both the Face Sheets list and the dashboard. When a review is due, click the refresh icon to renew — it archives the old version and creates a new one prefilled with all existing data for staff to update.
Fixed the "Failed to load incidents" error on the individual dashboard Incidents tab. The tab now correctly displays incident history.
Describe your drill verbally using the microphone and let AI extract details into the form with DBHDS-compliant language. Guided prompts help staff cover all required areas.
The "How Can I Help?" assistant can now be hidden by staff. Click the eye icon in the chat header to hide it, or click the small icon in the bottom-right corner to bring it back.
The dashboard widget now lists the specific missing fields for each incomplete face sheet so staff can quickly see what needs to be completed.
Renamed "Home" to "Service Location" throughout the outcomes dashboard for consistent terminology.
Staff and guardians can now take surveys directly. Admins can generate anonymous one-time links for family members via the Share button.
Org admins can now upload a CSV file from their EHR to bulk-add individuals. The import wizard auto-maps common column headers, previews data, detects duplicates, and imports up to 500 individuals at once.
Organization admins can now customize display labels throughout the application. Rename "Individual" to "Client", "Home" to "Residence", and more from Organization Settings.
Org admins can now unassign a checklist template from an individual, removing all its compliance tracking data. The assign dialog also includes a confirmation step so you can review the template before assigning.
TrainingHub — our new staff training platform — is live and ready for your organization. Start your 14-day free trial today from the sidebar menu.
Enterprise service locations now feature graduated volume discounts — the more locations you have, the lower your per-location price. Rates start at $79 and go as low as $49/location for 51+ locations.
Community-based individuals are now available as an add-on for any plan, not just Enterprise. Add community individuals during checkout or manage them from your billing page.
Fixed missed-notes reporting to only check assigned individuals instead of all home residents. Fixed timezone calculation in clock-out verification. Added automatic closure of shifts open longer than 18 hours to prevent staff getting stuck.
Staff-friendly data collection sheets with tally counters and behavior analytics dashboard with trend charts. Behavior Consultation features now on Professional+ plans.
New Consultant role with scoped access, Functional Behavior Assessment (FBA) with ABC observations and AI pattern analysis, Consultation Session Notes with Smart Draft, Treatment Plans with SMART goals, and Supervision Logs.
Enterprise tier with per-unit facility and community individual pricing is now available. Existing subscribers can also switch between plans directly from the billing page.
All recent feature updates and improvements are now visible on the public changelog page, so you can see what's new at a glance.
Trial users now receive a series of helpful emails with setup tips, feature highlights, and reminders throughout their trial period.
New step-by-step guide covering the full intake process — from Setup Wizard through document uploads, intake forms, clinical assessments, and MAR setup.
The fall risk wizard now offers AI-powered prevention plan generation using person-centered language tailored to each individual's risk profile. Document extraction also accumulates data across multiple documents instead of overwriting.
The fall risk assessment wizard now automatically pulls sedating medications from the MAR when an individual is selected. Known sedating meds and recently started medications are flagged, and the sedating medications checkbox and notes are pre-filled.
SDMs now receive a single link to sign all admission packet sections. One identity verification, one email code, then sign each section in sequence with progress tracking — no more repeating verification 7-8 times.
When requesting an SDM signature on Admission & Orientation Packets, Quarterly ISP Reviews, and Annual Acknowledgements, the guardian name, email, and relationship are now auto-filled from the individual's facesheet — no more retyping for every section.
SDM/guardians can now sign Annual Acknowledgements Packets remotely via a secure email link. Services covered is now a free-text field instead of checkboxes.
When a guardian or SDM opens a magic link to sign, they now see the actual content of the section they are signing — including checklist items, acknowledgments, narrative sections, and PCP outcomes — so they can review before signing.
Upload a BSP document or select an existing one to have AI extract target behaviors, replacement behaviors, antecedent and consequence strategies, and de-escalation steps — automatically pre-filling the form.
A single "Import from ISP" button now extracts Vision, Outcomes, Risks, and Routines all at once from the uploaded ISP document. Preview what was extracted and select which sections to import before applying.
The fall risk assessment form has been redesigned as a guided 4-step wizard: Assessment Info, Fall History & Risk Indicators, Prevention Plan, and Review & Sign. Risk indicators are grouped into visual cards with count badges, a sticky risk level badge updates in real-time, and LOW risk assessments auto-skip the prevention plan step. New assessments can pre-fill from a previous assessment for the same individual.
MAR print reports now display staff full legal names instead of email addresses. Total and Pending medication counts are scoped to the current date so future doses are not included.
Medications now auto-refresh on the face sheet after syncing from a document upload. Service Type and Admission Type display as readable text. SSN no longer displays on the face sheet page. Empty Risk Protocols section is hidden until risk assessments are completed.
Upload multiple documents (ISP, physician's orders, insurance cards, Behavior Support Plans) at once to auto-fill all facesheet fields — including support needs, emergency contact, and support coordinator information.
TrainingHub has been built and is preparing for release. A dedicated training management platform for DSP onboarding, annual compliance training, and continuing education — all integrated with CareHub. Stay tuned for the official launch.
Admins can now customize their organization's brand color and set a welcome message shown on all dashboards. A new Announcements page lets admins post normal or urgent announcements that appear on every staff member's dashboard with acknowledge/dismiss functionality.
Generate consolidated audit packages with compliance summary, daily notes coverage, MAR accuracy, incident reports, staff training, and fire drill data. Export as multi-page PDF or CSV for state inspections and internal reviews.
Organization admins now receive a daily email digest summarizing missed medications, overdue forms, expiring documents, and notes coverage. Sent automatically each morning to keep you informed without alert fatigue.
The guardian portal now displays individual profile photos and upcoming PCP review dates, making it easier for guardians to stay informed about their loved one's care.
Fixed the dashboard to properly support dark mode. All widgets, cards, and text now adapt correctly when you toggle dark mode in your profile settings.
Fixed an error where syncing medications from a facesheet document would fail if the individual already had an active medication with the same name. The sync now correctly supersedes existing entries before adding new ones.
Fixed an error when permanently deleting a service location that had associated shifts. All related shift records are now cleaned up before deletion.
Fixed an error when permanently deleting an individual (column name mismatch in PCP data cleanup). Fixed a rare error that could prevent reactivating a discharged individual — now shows a clear message if a conflict occurs.
Staff assigned to sponsored residential homes and other secondary service locations can now see their individuals in the note creation dropdown and navigate to individual profiles. Previously only primary location staff could access their clients.
Fixed EVV export (report now generates correctly). Fixed completed notes showing today's date instead of the note date. Dashboard incomplete face sheet widget now only shows active individuals.
Guardians and authorized representatives can now sign Quarterly ISP Reviews remotely via a secure email link — no CareHub account required. Identity is verified with date of birth or Medicaid ID, followed by a one-time email code.
AI drafts now include seizure logs, bowel logs, fluid intake logs, and PCP outcome progress. Smart Rephrase buttons added to all four narrative sections to convert informal notes into DBHDS-compliant language.
Track shift-based fluid intake for individuals with dehydration risk. Logs each drink with time, type, and ounces — calculates a running total with the 64 oz daily goal. Automated reminders appear in Daily Notes when intake has not been documented.
Daily bowel health documentation with Bristol Stool Scale scoring for individuals with bowel obstruction risk. Tracks BM occurrence, consistency, color, concerns, pain, and interventions. A reminder banner appears when no bowel log has been submitted for the day.
Event-based seizure documentation for individuals with seizure risk. Captures type, duration, aura, body parts involved, loss of consciousness, post-ictal state, interventions, physician notification, and rescue medications. Available as a quick-link from Daily Notes.
Admins can now export Electronic Visit Verification data in Sandata CSV format for Medicaid billing. Includes clock-in/out coordinates, Medicaid IDs, procedure codes, and prior authorization numbers.
Document and track non-medication physician standing orders (diet, positioning, activity restrictions, seizure precautions, etc.) for each individual.
Two new compliance forms: Rights Notification Log for recording annual individual rights reviews, and Grievance Log for intake and resolution tracking of formal grievances.
Create per-condition health management plans for individuals (Seizure HAP, Diabetes HAP, Aspiration Risk HAP, etc.) with monitoring instructions, staff interventions, and emergency response steps.
Staff can now mark an individual as absent directly from the clock-out screen when daily notes are missing. This logs the absence and allows clock-out without completing a full note.
Staff can now submit expense requests for staff, individual, and home expenses. Admins approve or deny each request.
Track daily meal intake, fluid consumption, and nutritional observations. DBHDS-compliant for Virginia adult and children's services.
Daily notes now include a section to document the individual's appearance, mood, and behavior when staff arrives at the start of the shift.
Daily notes now show the staff author for each note. Supervisors can filter notes by staff member. Staff clocked into a shift now only see individuals from that home. A typed name field has been added to the signature section for compliance.
Staff can now submit mileage reimbursement requests directly in CareHub. Admins can review, approve, or deny each request with an optional reviewer note.
Introducing the Agency plan at $699/month for organizations with 7-10 service locations. Professional and Agency plans now include Scheduling & Payroll at no extra charge.
Resolved an issue where all service locations displayed 0 individuals, preventing staff from seeing their assigned individuals after logging in.
Admins can now update a staff member's name and role directly from the Staff Management page using the "Edit Profile" option in the actions menu.
Reorganized sidebar with clearer groupings: People & Places, Clinical Documentation, Operations, Quality & Compliance, and a new Engage section for referrals, reviews, and regulatory updates.
New quick start guides tailored to your role — Staff and Admin guides provide step-by-step instructions for the features you use most. The Guides page now shows personalized recommendations.
Share your experience with CareHub by submitting a review with a star rating. Approved reviews can appear on the landing page to help other providers.
Access custom design services and browse DSPLife merchandise directly from the sidebar. Professional branding and care professional apparel available.
Track Virginia regulatory changes affecting group home operations, licensing, staffing, and compliance. Updates are categorized and include source references, effective dates, and direct links to official documents.
Refer other residential care providers to CareHub directly from the app. Send personalized referral emails and share on social media. Track the status of your referrals in one place.
Generate HIPAA-standard 837P electronic claim files for Medicaid submission directly from the Claims Dashboard. Configure provider billing info, payers, and individual diagnosis codes, then export claims as .edi files. Tier presets now support procedure codes and modifiers.
Smoother navigation with "Today" button, search/filter on entries, confirmation dialogs instead of browser popups, duplicate individual warnings, and paid submission locking.
Admins can now configure preset tier levels with per diem rates. When adding claims entries, staff can select from presets to auto-fill tier and rate, or enter custom values.
Eight new features: flexible billing periods (weekly/biweekly/monthly), 12-month billing analytics chart, rate change audit trail, daily notes attendance tracking, auto-suggest service days from notes, tier summary cards, submission lifecycle tracking (draft through paid), and period-over-period variance alerts.
Export your claims data as CSV or PDF. Choose a custom date range — a single month, a quarter, or any arbitrary period — and download a report with service day counts and grand totals for billing submissions or audits.
Track monthly billing claims per individual — set tier levels, per diem rates, and weekly service day patterns. The dashboard auto-calculates service days per month and grand totals across all individuals. Free during trial, included with Professional, or available as a $39/mo add-on.
You can now subscribe to the Scheduling & Payroll add-on ($19.99/mo) directly from the Billing page or the Scheduling hub — no need to navigate into individual payroll pages first.
MAR PDF reports now display the staff member's full legal name (from Settings) instead of their email username for better identification and compliance.
Medication administration times are now recorded and displayed in Eastern Standard Time using 12-hour AM/PM format instead of 24-hour military time.
Supervisors can now review and approve signed form submissions before they are finalized. Enable the review workflow in Organization Settings, then use the Review Queue to approve or return submissions with feedback notes.
Six new scheduling and payroll features: Schedule Templates for recurring shift patterns, Shift Swap Requests for staff-initiated swaps, Pay Period management with approval lifecycle, Timesheet Sign-Off with drawn signatures, Payroll Reconciliation with discrepancy detection and CSV export, and Pay Period Configuration for setting cadence and anchor dates.
Daily notes now auto-save every 30 seconds as you work. If you navigate away before finishing, your draft appears on the Daily Notes list with an amber "Draft" badge. Click "Resume" to continue where you left off, then click "Complete Note" when done.
New: Medical Appointment form to document provider visits with voice transcription, smart rephrase, optional provider signature, and Audit File support. Enhanced: Quarterly ISP Review now includes an optional AI draft generator — select daily notes, incidents, correspondence, medical appointments, and other records from the quarter, then click "Generate AI Draft" to auto-fill all four narrative sections using Claude Haiku. Staff reviews and edits before signing and submitting.
Four new widgets are now live on the dashboard. Admins and program managers see Staff On Shift Right Now (live clock-in list by home) and Expiring Documents (documents with expiration dates due within 30 days). Staff see My Shift Summary (per-individual note checklist for their current shift) and Medications Due Soon (pending meds in the next 2 hours). To use Expiring Documents, set expiration dates when uploading or editing documents.
A new dashboard widget shows real-time documentation status for every active individual, grouped by home. Homes with missing notes expand automatically so you can see at a glance who still needs a note before end of shift. Refreshes every 2 minutes.
The Forms Guide now reflects that form completion frequency is set by each organization's policies and DBHDS regulations — no specific timeframes are prescribed in the guide. The FAQ has also been updated to clarify that administrators and program managers can edit most submitted forms at any time.
A new TB Screening form is now available under Forms. Staff can document tuberculosis screening results, test dates, and follow-up requirements for individuals.
The Auditor Guide now covers the Audit File — a curated collection of reports and forms administrators prepare for auditor review. Includes navigation steps and how it differs from browsing documentation directly.
Medications cannot have their location changed after creation. To reassign: discontinue the medication with a note (e.g. "Re-entered under correct location"), then re-add it under the right service location. A full step-by-step guide is available in Guides.
Upload a physician medication order (PDF or image) from the Face Sheet to automatically extract every medication and add it to the MAR. Previously AI-extracted meds are auto-discontinued on re-upload so the MAR always reflects the latest order.
Medications are now scoped to the service location where they are administered. When adding a medication manually, choose the "Administered At" location from a dropdown. AI-extracted medications are automatically assigned to the face sheet's location.
You can now remove any announcement from this widget by clicking the × icon. Dismissed updates are remembered per browser and will not reappear.
All "Home" language throughout the app has been updated to "Service Location" — in forms, buttons, dialogs, breadcrumbs, and messages — to better reflect the full range of settings where services are provided.
When creating or editing a service location, entering an address automatically looks up and fills the latitude and longitude coordinates. Coordinates power distance verification for staff clock-ins.
Fixed an issue where completed fall risk assessments were not appearing as "Completed" on the individual overview. All assessments now display correctly.
Fixed a "No ISP found" error that occurred even when an ISP PDF was already uploaded. The document lookup now correctly retrieves the file for AI extraction.
Creating a new PCP plan no longer auto-selects the first service type in the list. Staff must now explicitly choose the appropriate service type before saving.
Fixed an issue where "Authorized Representative" contact information was not showing on the face sheet view. Both Guardian and Authorized Representative details now display correctly when viewing a face sheet.
Individuals can now be assigned to multiple service locations at the same time. Each assignment tracks its own start date, status, and notes independently.
Face sheets are now tracked per service location assignment. Each location maintains its own independent facesheet for the individuals it serves.
Confirm medication administration by voice. Say what you gave, and AI matches it against the MAR schedule, flags missing meds, and records everything at once.
Track skill-building PCP outcomes with progression charts, prompting reduction trends, activity frequency, and outcome status classification. Organization-wide metrics now appear on the QI Dashboard.
Upload documents (ISP, VIDES, SIS, crisis plan, behavior support plan) to have AI pre-fill CDA assessment fields. AI extraction is optional — the form can still be completed manually.
AI-powered report analyzing active medications for common side effects, serious adverse reactions, and potential drug interactions. Access from any individual's MAR page or the Reports grid.
Access controlled medication count sheets directly from the individual MAR page with monthly grid view showing daily administration counts and dual-staff verification.
Quick Log AI now automatically creates new support buttons when it detects activities that fit a category but don't have an existing button. New buttons appear green and are saved for future notes. Support buttons also no longer auto-select on new notes.
Staff must now confirm monitoring for every active PCP risk before saving a daily note. Risks auto-expand and show a red "Required" badge to guide completion.
Fixed an issue where voice dictation in Quick Log AI would repeat the same text over and over. Speech recognition now correctly handles multiple speech segments.
Speak or type a shift summary in plain language and AI fills out the daily note form — supports, PCP outcomes, routines, risks, and handover notes.
Calendar view showing daily routine support completion trends extracted from Daily Notes. Track progress toward independence with visual charts.
Describe what happened in plain language and AI structures it into the required format — including Level classification, state reporting flags, notification recommendations with facesheet contacts, and a follow-up action plan.
Quality Improvement dashboard with incident trends, and AI-powered rephrasing for incident descriptions.
New auditor role with scoped, view-only access for compliance reviews.
Fixed blank second page when printing the MAR grid.
Automated missed-medication detection cron job and daily notes date filters.
Soft-delete archive for MAR entries with full admin modification and audit trail.
Define and track risk protocols for individuals, with assessment history.
Track recurring form submissions and see at-a-glance compliance status on the dashboard.
Staff identification log and initials now appear on MAR print output.
Step-by-step guides for admin MAR modification, deletion, and archiving.