🚀 New Releases
New group activity function in schedule
A new Group Event Type has been introduced allowing teams to schedule and manage group-based sessions for clients more effectively. Expanding Elate’s limitation to individual client sessions to cater for multiple client session scenarios.
Finance: Reporting, Contracts and Invoicing
We are pleased to introduce the first release of our integrated finance reporting, invoicing, and contract management features. This launch establishes a streamlined financial workflow across the platform, enabling clearer visibility of service activity, more accurate contract handling, and a smoother invoicing process. Together, these capabilities create a reliable foundation for managing financial operations end-to-end and set the stage for future enhancements in automation and reporting.
Expense and mileage reporting
This release introduces a streamlined way for teams to record, review, and manage out-of-pocket costs and mileage claims directly within the platform. The new workflow provides clearer visibility of expense activity, more consistent data capture, and an easy input process.
Notes search and export
The ability for users to search client notes with keywords and export the notes history in CSV format.
Cancel Support - Notes Popup Added
A confirmation popup now appears when cancelling support, ensuring that notes are captured consistently by staff.
Overtime & Unavailability Editing Controls Improved
Editing interfaces for Overtime and Unavailability entries have been reorganised for better usability.
Environment Consolidation
The live environment structure has been simplified to improve app stability and deployment reliability.
🐛 Bug Fixes
Freezing When Creating Support Activities (Mobile App)
Fixed an issue where the mobile app occasionally froze during support activity creation.
Past Activity Status Not Updating
Resolved inconsistencies where past activities failed to update to the correct status.
Unexpected Logout on Schedule Refresh (Chrome)
Users will no longer be logged out automatically when their schedule refreshes.
Recurring Visit Conversion Stabilised
Improved reliability when converting a one-time visit into a recurring visit.
Inactive Team Members Appearing on Assignment List
Inactive team members no longer appear in the carer/worker assignment dropdown.
Restrictions on “cancelled” visits for carers
The Cancel button was removed from the carer view to prevent accidental cancellations. Carers can no longer mistakenly check in to cancelled visits.
Allergy Details Not Displaying Reliably
Fixed an issue where allergy details and linked information disappeared from client cards.
Overtime & Unavailability Editing Controls Improved
Editing interfaces for Overtime and Unavailability entries have been reorganised for better usability.
Paragraph Spacing & New Line Display Fix
Notes and descriptions now correctly display line breaks and paragraph spacing.
Support Plan Interface Stability Improvements
Enhanced reliability when viewing and checking changes within Support Plans.
Support Plan Review Counter Fix
The Support Plan review task counter now shows an accurate count instead of a static number.
Support Plan “Actions” Button Label Update
Standardised the Support Plan “Actions” button to ensure consistency across views.
Change Alerts for Support Plans
Removed system alerts related to Support Plan modifications.
Finance Report – Status & Contract Filters Fixed
Filters in the Finance Report now work reliably and return accurate results.
Infrastructure Performance Improvements
Refined EC2 instance usage to improve system performance and reduce resource overhead.
Risk Assessment PDF Formatting Improvements
Risk Assessment PDFs now generate consistent and readable formatting throughout.
