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Change Log

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Mar 4, 2026

  • Add relationship filter for audited dependents

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Mar 2, 2026

  • "Notifications" page and emails. A daily digest of all events that may require action from HR.

  • Delete any row on CSV import preview

  • "Imports" moved under "Census" category

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Feb 26, 2026

  • Client portal search in side panel

  • Use clients logo on mailed letters

  • Client import now accepts full state name, "CA" and "California" both are acceptable

  • Spousal surcharge questionaire can be enabled for specific locations and disabled for others

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Feb 13, 2026

  • New document types:

    • credit card statement

    • beneficiary designation

    • power of attorney

  • Custom document category Define any custom rules and number of document required outside of standard groups. Very useful for one-off custom domestic partnership requirements

  • Better error message for encrypted PDFs

  • Grace-period updates: no notifications are sent, but member can still login and upload documents after receiving notification about coverage termination

  • Improved TTS (text-to-speech) model for automated voice call reminders that sounds more human.

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Jan 29, 2025

  • New { page_break } placeholder letter templates

  • SFTP support for automated file submission for ongoing verifications

  • Client self-onboarding wizard

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Jan 10, 2025

  • Filter reports data by location

  • Hospital birth record not shown for Child over 6 month

  • Auto-rotate uploaded documents

  • Update PDF viewer

  • Translation link directly in emails

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Dec 26, 2025

  • New "Dependent verified" column added in census import for historical imports

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Dec 18, 2025

  • Inline editing of any row for census import

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Dec 3, 2025

  • Dedicated reports page

  • Unverified dependents report

  • Census updates report

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Nov 30, 2025

  • Appeals process and appeals pages

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Nov 27, 2025

  • Can now link a note directly to dependent New employee status: "Incomplete" User can be marked inactive

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Nov 19, 2025

  • Remove Tax transcript references from Document Requirements and FAQs

  • Add a filter by location and by department on the Dashboard

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Nov 11, 2025

  • User is optional now on the client

  • Other security enhancements

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Oct 20, 2025

  • UI: Minor improvements

  • Security: 2FA is mandatory for all users

  • Security: Lock the account after too many attempts

  • Auto-process document on backend upload

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Oct 13, 2025

  • Inbox task tags

  • Allow reassigning depending on the document

  • Inbound email integration

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Sep 29, 2025

  • Enhanced census import with preview of new/updated records

  • Faster census import for large files

  • Added logging of census changes under Employee Activity to show what data was updated

  • Beta release of automated fraud detection

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Sep 20, 2025

  • Extra safeguards to help prevent accidental deletions

  • Option to add all employees with unverified dependents only to the audit with one click

  • Minor bug fixes

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Aug 29, 2025

  • Added support for Excel file format for census imports

  • Direct mail improvements (letter status filters, ability to resend letter, log delivery status updates in Employee activity)

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Aug 22, 2025

  • Client "tabs" - organize clients by status (active, inactive, test)

  • Improved AI chatbot

  • Other minor UI improvements

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Aug 5, 2025

  • Employee secondary email address - great for work/personal emails

  • Flexible communications scheduling (pick a specific day when reminders are sent or multiple days)

  • "Potential dropoffs" chart on client dashboard

  • Improved AI document processing for higher accuracy

  • Enhanced global search (search by phone number, keyboard shortcuts, and more)

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July 20, 2025

  • New "Inbox" page - Process pending review documents from all clients in a single, organized queue

  • Assign "Account Owner" to clients. All new tasks will be assigned to the account owner by default

  • Improved the manual review page with easier-to-understand document requirements

  • UI / UX and system performance improvements for a better Employee experience

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July 17, 2025

  • Log and display the name of the user who made changes to the Employee "Activity."

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July 15, 2025

  • New Support Pages section under the Resources page

  • New "Document Requirements" page

  • Improved placeholder for links in email templates. Example {% link faq_link, FAQ %}

  • "What's New" page

  • Dashboard Total Participants chart now shows a breakdown of participants by Employees/Dependents by Month

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