We’re closing out the year with a significant platform update focused on deeper clinical insight, faster performance, and expanded reporting—much of it driven directly by customer feedback.
We introduces two new reports and dozens of enhancements across AR Tracking, Reimbursement, Risk, Staffing, Billing, and more—helping skilled nursing teams work more efficiently, stay compliant, and make more informed decisions.
New Reports Deliver Deeper Insight
Clinical / Advance Directive Compliance Audit
This new audit report provides a centralized view of advance directive documentation across your facility. By consolidating data from multiple sources, teams can quickly verify compliance, identify gaps, and support survey readiness with confidence.
Reimbursement / PDPM Clinical Caseload Dashboard
This new dashboard offers clearer visibility into PDPM clinical and caseload data across facilities and states. It enables more accurate reimbursement analysis and helps teams better understand case mix trends and financial performance.
Key Enhancements by Platform Area
AR Tracking
- Pending Payment and Medicaid Pending reports now include state-specific AR notes.
- AR Tracking reports now capture residents added manually who are not yet mapped to a billing facility.
- Aging with Notes performance improvements significantly reduce load times.
Auth Manager
- Resident Profile reports now display state-specific AR tracking notes, improving continuity across tools.
Risk Reporter
- Incident Report and Full QA Report printing has been optimized for faster output and improved performance.
Workers’ Comp
- Incident Summary and Incident Work Status Tracking now support custom column selection, easier Excel exports, and optional removal of region and facility grouping.
- Facility Lag Time is now calculated from the incident date.
- Monthly Financial Detail includes a new Report Status column.
- Task List enhancements allow broader client support while preserving existing custom logic.
Reporting Enhancements Across the Platform
Billing
- Aging with Notes now includes a “Last 2” notes option with reduced ETL impact.
- Collections Import adds Income as a payer type.
- MDS Import now includes completed assessments for Managed Care and Veteran payors.
Census
- Census Cube now includes Resident Location.
Clinical
- Collections Letters no longer include an unnecessary extra printed page.
- Progress Notes now support customizable keyword parameters.
- Facility Five-Star reports include a new summary chart showing current ratings, points to the next star, and maximum possible points.
Dashboards
- Corporate Dashboard now includes State and Facility Type parameters, with the ability to sort results by state.
Reimbursement
- Caseload Breakdown reports now include a State parameter.
- New Hampshire has been added to CMI reporting.
- PDPM Clinical and Nursing CMI reports now use CMS-based Nursing CMGs, ensuring non-Medicare cases are included.
- Virginia CMI reporting has been updated to reflect the RUG-to-PDPM transition.
Resident Ancillaries
- Ancillary Audit reports now include Ancillary Payer and Reference Number, allowing reports to be shared directly with vendors without manual follow-up.
Risk
- Outstanding Open and Submitted Incident reports now include a Created By column.
Staffing
- Agency Hours Trend and Agency Weekly Trend reports now support agency company breakdowns and enhanced visibility into direct nursing hours.
- Orientation Audit adds Years of Experience, calculated from license issue dates.
- Overtime Detail now includes Employee ID.
- Missed Punch Percent reports now include:
- Compare-to date range analysis
- Performance goal color scaling for clearer benchmarking
See the New Reports in Action
These new reports were built to turn complex data into clear, actionable insight—without adding extra work for your team. Whether you’re preparing for surveys, monitoring compliance, or analyzing reimbursement trends, This update gives you the tools to move faster and with confidence.
Take the Next Step
If you have questions about this release or would like help applying these updates to your workflows, our team is ready to help.
