PocketCM

Ask a Question & Progress Summary (Client Profile) Client profiles now feature an AI assistant to query uploaded documents and summarize recent forms. Includes file attachments and exact source citations. EVV Transfer Status on Service Logs Approved service logs now display state EVV aggregator status (e.g., Sandata) directly on the log row and within a new "Aggregator transfer" section in the details. Assign Caseloads Improvements (Admin) Staff and Client selectors now load and search incrementally, keeping large organizations fast and responsive while scrolling. Week View PDF Export for Schedule The weekly schedule view now includes a download button to export Assignments and Activities as a PDF. Location Permission Prompt for Shift Tracking Clearer prompts explain why background location tracking is needed before a shift starts, with direct links to device settings. Cross-App Navigation Case managers can now jump instantly between the mobile app drawer and the Admin Panel via matching sidebar links. Collapsible Calendar Summary The calendar summary section can be minimized to expand the main schedule view. Quick Actions Search (Admin) The dashboard's Quick Actions row now features a search field to filter modules and forms instantly. Bug Fixes Assignments & Scheduling: Fixed missing staff in dropdowns, corrected recurring assignment display windows, and ensured course details show fully. Assignment updates (adding/removing clients, deletions) now reflect immediately. Fixed "Other Schedules" visibility logic and preserved typed text when switching assignment views. Forms & Logs: Service logs and Case Notes now sort correctly by your chosen date criteria and respect staff filters immediately upon load. eSignature Workflows: Sent workflows can now be renamed. Fixed a bug where editing a draft silently wiped other fields. Timesheets: The "New Entry" button instantly respects real-time permissions without needing a refresh. General & Admin: Restored visible text cursors in search fields. Fixed search fields losing typed text upon background loads and dropdowns failing to show newly loaded results.