# Changelog
#### 25 May 2026: Feature Update - Retired Employment Status
You can now mark a client as Retired, in addition to Employed / Unemployed.
* A client’s occupation is preserved even when their status is set to Unemployed or Retired, so previous occupation details remain available for reference.
* For agencies who submit reports to AIC, the “Retired” status will appear in the AIC CREST/COMIT reports.
***
#### 24 Mar 2026: New Feature - Reminders
You can now set reminders for individual clients directly from their card on your dashboard. Simply choose a date and time, add a note, and you’ll receive an email when the reminder is due.
You can learn more about how it works [here](/core-features/dashboard.md#reminders).
***
#### 23 Feb 2026: Feature Update - Community Partners (Care360 Integration)
We've rolled out the first part of our integration with Care360. You can now view details of Medical Social Workers (MSWs) who are actively working with your clients in your client's "Community" tab.
You can learn more about how it works [here](/core-features/client-profile/community-partners.md#integration-with-care360).
{% hint style="info" %}
The Care360 Integration feature has been temporarily disabled as of 2 Mar 2026.
{% endhint %}
***
#### 15 Dec 2025: Feature Update - "My Service Only" Notes & Referrals → Case
**#1 "My Service Only" Notes**
When creating a progress note, you’ll now see a field called “Who can view this note” with two options: “All Services” and “My Service Only.”\
If “My Service Only” is selected, an AI-generated summary will be created when the note is published. You can review and edit this summary. It must be at least 100 characters and cannot be left blank. Users from other services who also work with the client will only see the summary.
While we continue to encourage data sharing, this feature provides agencies with greater flexibility when handling sensitive information.
You can learn more about how it works [here](/core-features/client-profile/progress-notes.md#write-my-service-only-notes).
**#2 Referrals → Case**
We are updating all references from “Referral” to “Case” to reduce confusion, as the term “referral” carries a different meaning for many of your agencies.
***
#### 1**7 Oct 2025: Feature Update - Edit Client Name**
You can now edit client name within their profile, as long as they are not retrieved from official sources i.e. by using the "Request info from client" feature.
You can learn more about how it works [here](/core-features/client-profile/top-bar.md#edit-client-name).
***
#### 1**3 Oct 2025: Feature Update - Referral Organisation**
You can now specify the referral organisation when creating your referrals.
You can learn more about how it works [here](/core-features/create-case.md#step-4-provide-referral-information).
***
#### **3 Oct 2025: Feature Update - Dashboard Sorting**
You can now sort your clients on your dashboard by
* Referral Date (Newest or Oldest first)
* Client Name (A-Z or Z-A)
* Attended On (Newest or Oldest first)
*\*The "Attended on" date is extracted from Progress Notes, so you can now sort by the date of your last encounter with your clients*
You can learn more about how it works [here](/core-features/dashboard.md#search-filter-and-sort).
***
#### **25 Sep 2025: Feature Update - Reason for Cancellation**
To support better tracking, you can now add a reason when canceling a referral.
Some options you could choose from:
* Service no longer needed
* Client declined service
* Client does not meet programme criteria
* Unable to contact client
* Client passed away
* Others
You can learn more about how it works [here](/core-features/client-profile/cases.md#cancelling-referrals).
***
#### **5 Sep 2025: Minor Tweaks - Client's Profile**
Here are some minor edits to the client's profile:
* Added Written Language field
* Added Chinese and Indian dialects in Spoken Language field
* Added "Known to APS" and "Known to CPS" in red flags
* Added "Unemployed" checkbox
***
#### **27 June 2025: Feature Update - All Assessments field made optional**
All assessments fields will now be made optional to support scenarios where clients may choose not to participate in or complete the psychometric assessments.
If any fields are left blank, scores will not be calculated, and the results table will display 'Incomplete assessment'. You may provide a reason in the remarks section for documentation purposes.
You can learn more about how it works [here](/core-features/client-profile/assessments.md#incomplete-assessment)
***
#### 10 June: Feature Update - RSW Accreditation
Agencies no longer have to update RSW Accreditation number, start and expiry date for their staff as it will be auto-populated from SWAAB database.
You can learn more about how it works [here](/admin-features/user-management.md#rsw-accreditation).
***
#### 2 June: Feature Update - Accessing Client's Profile with Resolved Referrals
You can now access the profiles of clients with past resolved referrals by confirming your intent and selecting a reason for access. Some of the reasons include: enquiry, error correction, service coordination, etc.
You can learn more about how it works [here](/core-features/all-cases.md#accessing-profile-of-client-with-resolved-referrals).
**Note:** This change also applies when accessing a client’s profile who does not have an referral assigned to you, but has a referral within your service. In such cases, you’ll need to both check the confirmation box and select a reason for access.
***
#### 26 May: New Feature - Progress Notes Templates
Progress Notes templates allow your service to create standardised formats for documentation. With just a click of a button, staff can insert a predefined template into a new progress note. These templates come with structured headers—such as *Presenting Issue*, *Intervention*, *Client Response*, and *Next Steps*—so users simply need to fill in the relevant information under each section. This helps ensure consistency, saves time, and supports better communication across your team.
You can learn more about how it works [here](/core-features/client-profile/progress-notes.md#write-global-note)
***
#### 2 May 2025: **New Feature - My Draft**
My Draft allows you to view all incomplete progress notes and form submissions and return to them later. This is designed to support users who may need more time to complete documentation, or who are gathering information progressively and who need a consolidated view of their drafts.
You can learn more about how it works [here](/core-features/my-draft.md)
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