5.28 Release

Last updated on 10/21/2025

Versioning

Table of Contents

5.28 Feature Release        3

EVV: HHAX v5 (FL) - Edit Visit and Missed Visit Reason Code Updates        3

EVV: HHAX v5 (PA) - Updates to Missed Visit Reason and Action Codes        3

Live Patient Record: Renamed to ‘Live Client Record’ (LCR)        5

Payroll: Increase to Reliability        5

Intervention: New Input/Output Type Options        5

Team Profile: ‘Treat Team as Facility’ Setting Removed        7

Pick Lists: Updates to Note Types        7

New Rate Type: Per Diem        8

5.28.0.0.1 Hot Fix        9

Mobile: Error Logging In        9

5.28.0.1 Hot Fix        10

EVV: Celltrak HHAX API (IL) - 23:59 False Cut Sending as adjustedDateTime        10

EVV: Celltrak Integration - Version 2        10

Care Team: Live-In Caregiver Relationship        10

EVV: Celltrak Sandata AZ - Send Live-In Caregiver Details        11

Intake/Output Records: Removed Additional Columns        11

Documents: Redirecting to Blank Page        12

OASIS: Page Error Loading Form        12

5.28.0.1.1 Hot Fix        12

Payroll: Process Stuck on Generating Payroll        12

5.28.0.2 Hot Fix        12

Patient Balance Bill: Error on Forward/Replacement of PBB        12

Intake/Output Records: Column Alignment Issue        12

FY 2026: ICD-10 Update        13

FY26: ICD-10 Diagnosis and Procedure Code Updates        13

5.28.1 Feature Release        13

Visit Audit: ‘Verified Date’ Based on Local Timezone        13

New Columns Added: Authorization Report        13

New Report: Claims Scrub        15

CRM Report: Update Logic to Include All Activity and Referral Details        15

Benefit Code/Group: Payer Setup Overwriting Client Financials        15

Medication Orders: Remove ‘Un-Archive Order’ Option        15

Web: Visual Indicator on Non-Production Environments        16

Web Sign In: Includes Release Version Information        16

ADP3 v2 Payroll: Batch ID Column        16

Replacement Claim: EVV Errors for Non-EVV Billing Code        16

Pre-Payment: Update Logic to Include All Activity and Referral Details        16

Auths & Certs: Missing Active Authorization        17

Notes: Populate ‘Copy To Client/Employee’ List by Team        17

EVV Dashboard: Display Correct EVV Status        17

Physicians: Disable Double-Clicking        17

Jolly Integration: Add Employee Payroll ID        18

5.28 Feature Release

Release Date: September 25, 2025

EVV: HHAX v5 (FL) - Edit Visit and Missed Visit Reason Code Updates

Edit Visit Reason Codes 916-922 and 998 are now available for Florida HHAX v5 visits. #50134 

When selecting Edit Visit Reason Code 916-921 a note is required.

When selecting Missed Visit Reason Code 8 and 27 a note is required.

When selecting Missed Visit Action Code 6 a note is required.

EVV: HHAX v5 (PA) - Updates to Missed Visit Reason and Action Codes

When marking a visit as Missed for Pennsylvania HHAX v5, Reason Codes 520-525 will now require a note be entered and the payer names have been appended to the end of the description text for each code that is valid only for a subset of payers. #50347

Missed Visit Reason Codes

Missed Visit Action Codes

Live Patient Record: Renamed to ‘Live Client Record’ (LCR)

The Live Patient Record (LPR) has been renamed the Live Client Record (LCR) #51909

• Client List > row ellipses > Live Client Record menu option
• Breadcrumb in header Home > Client List > Client > Profile > Assessments > LCR
• LCR page header, LCR - <client name> LCR

Payroll: Increase to Reliability

To mitigate risk associated with payroll processing within the system, the lambda that marks all assignments as paid must finish prior to delivering the payroll CSV file to users. This will ensure that if that process fails, payroll cannot be rerun with duplicate data.

When a user clicks to run payroll, we will lock the payroll screen with a spin icon and process all work in the background, resulting in a file download at the end of the final update.

Intervention: New Input/Output Type Options

New options for Input/Output type Interventions have been added with additional detail fields dependent on the type. #49023

Note: new options will not show on the I/O Record.

• Bowel Movement (Output)

• Measurement Type:

• count

• Stool Size:

• Small
• Medium
• Large

• Stool Texture:

• Type 1: Separate hard lumps, like nuts (hard to pass).
• Type 2: Sausage-shaped, but lumpy.
• Type 3: Like a sausage but with cracks on the surface.
• Type 4: Like a sausage or snake, smooth and soft.
• Type 5: Soft blobs with clear-cut edges.
• Type 6: Fluffy pieces with ragged edges, mushy.
• Type 7: Watery, no solid pieces, entirely liquid.

• Stool Color:

• Brown
• Tan/Light
• Black
• Gray
• Bloody

• Reported By:

• Staff Observed
• Client/Self Reported
• Family Reported

• Menstruation (Output)

• Measurement Type:

• count

• Menstruation Type:

• None
• Spotting
• Light
• Medium
• Heavy

• Reported By:

• Staff Observed
• Client/Self Reported
• Family Reported

• Vomiting (Output)

• Measurement Type:

• Count

• Vomiting Amount:

• None/Dry Heaving
• Small
• Moderate
• Large

• # of Times:

• 1
• 2
• 3
• 4
• 5

• Reported By:

• Staff Observed
• Client/Self Reported
• Family Reported

• Urine Ext (Output)

• Measurement Type:

• count

• Urine Amount:

• None
• Normal
• Small
• Inconsistent

• Urine Color:

• Clear
• Yellow
• Brown
• Red/Bloody
• Cloudy

• Urine Odor:

• Normal
• Strong

• Reported By:

• Staff Observed
• Client/Self Reported
• Family Reported

• Foods/Fluids (Input)

• Measurement Type:

• count

• Fluid Intake:

• None
• 1oz/30ml
• 4oz/120ml
• 6oz/180ml
• 8oz/240ml
• 10oz/300ml
• Other

• Food Type:

• None
• Regular Meal
• Special Diet
• Snack
• Meal Supplement

• Amount Consumed:

• 0%
• 25%
• 50%
• 75%
• 100%

• Reported By:

• Staff Observed
• Client/Self Reported
• Family Reported

Team Profile: ‘Treat Team as Facility’ Setting Removed

In support of Facility functionality, the option to ‘Treat Team as Facility’ has been removed from Admin > Teams > Team Profile. #49867

As of the 5.28 production release, existing Teams with ‘Treat Team as Facility’ checked will have a Facility Profile automatically created and associated with the Team.

Pick Lists: Updates to Note Types

Several updates have been made within Settings > Pick Lists > Note Types to provide better visibility and allow for more customization. #49018
*please note that this functionality is only available for the web

New configuration options are now available in the add/edit Note Type modal.

• Assigned To

• Assign to All - relabeled to Assign to Client, Employee, and General
• Assign to Client - no change
• Assign to Employee - no change
• Assign to Facility - new option for use in the Facility module

• Scheduled Activity: Available when ‘Assigned To’ is ‘Assign to Client Only’ or ‘Assign to Facility Only’
• Include Census Data on PDF: Available when ‘Assigned To’ is ‘Assign to Facility Only’ and ‘Generate PDF of Note’ is checked

• PDF generated for the note will include the census of clients checked into the facility on that day

Two new columns, ‘Generates PDF’ and ‘Form Type’ are added to the Note Types grid to reflect configuration without having to open the Note Type modal.

New Rate Type: Per Diem

A new rate type of ‘Per Diem’ is now available to complete billing for services that are authorized and billed at a daily rate rather than by visit, hours, or units. #50253

Rate Schedule

A new Rate Type of ‘Per Diem’ has been added to Payer > Service Codes > Edit Rate Schedule. When selected, optional fields for ‘Min Minutes’ and ‘Max Minutes’ are available. Both Min and Max fields can be left blank (null), only have a value in Min, or only have a value in Max.

Min/Max values will only be validated against on assignment verification and will not be checked on assignment creation or edit.

Authorization Segment

Per Diem is available as a Unit Type within Client > Financial > Payer > Authorization > Segment.

Calendar

When the service code rate type is Per Diem, multiple assignments can be scheduled on the same day. As part of the verification process, both auto-verification and manual, the exact minute total of all Per Diem assignments on the single day will be compared against min/max values, if exists.

The authorization section of the Calendar > Assignment Pane will show one (1) auth used per day regardless of how many assignments are against the authorization.

Billing

Claims with Per Diem date(s) of service will have a single line per DOS that always has a unit of one (1), regardless of how many assignments were completed on the single day.

Forwarding Per Diem services can only be done if the secondary payer has service codes set up with a Per Diem rate type. When editing service lines on a claim, the billing code cannot be changed from Per Diem to a Per Visit/Per Hour/Per Unit billing code or vice versa.

5.28.0.0.1 Hot Fix

Release Date: September 26, 2025

Mobile: Error Logging In

An update has been made to correct an error logging into both Cubhub and Statewise mobile apps after the 5.28 release. #53575

Error initializing data. Please log out and log back in.

5.28.0.1 Hot Fix

Release Date: September 26, 2025

EVV: Celltrak HHAX API (IL) - 23:59 False Cut Sending as adjustedDateTime

An update has been made for Celltrak HHAX API in Illinois to ensure that an adjustedDateTime value is not sent incorrectly when an overnight visit is verified without Manual Times. #53312

EVV: Celltrak Integration - Version 2

Celltrak Integration Version 2 is now available and will be enabled by state / aggregator with timing communicated by the Client Success team. #36020

This update improves performance and provides more robust error handling between Statewise and Celltrak to reduce delays in receiving error responses from the state.

Care Team: Live-In Caregiver Relationship

A new required field of Relationship is now available when the Care Team Role of Live-In Caregiver is selected. #51706

Relationship options are not currently customizable and are based on Arizona EVV requirements.

• Adult children/Stepchildren
• Brother-in-law/Sister-in-law
• Grandchildren
• Grandparents
• Mother-in-law/Father-in-law
• Other
• Parents/Adoptive Parents/Legal Guardians
• Siblings/Step siblings
• Son-in-law /Daughter-in-law
• Stepparents

When a Relationship has not been selected, a hard-stop validation will be received that the field is required.

You must select a relationship for a Live-In Caregiver Care Team Member

Note: updates to the API for the new Relationship field will be included in a later release.

EVV: Celltrak Sandata AZ - Send Live-In Caregiver Details

When the employee that completes an EVV visit for a client in Arizona is listed as a Live-In Caregiver (LIC) on the client’s Care Team, the Live-In Caregiver Relationship and Effective Date(s) will be included in the JSON. #48746

Intake/Output Records: Removed Additional Columns

An update has been made to remove intake and output columns that were incorrectly showing on PDN visit note PDFs after the 5.28 production release. #53584

Food/Fluids, Bowel Movement, Menstruation, Urine Ext, and Vomiting columns are no longer visible on the Intake/Output Record. They will continue to show as part of the Clinical Tasks Completed section on the PDF.

Documents: Redirecting to Blank Page

An update has been made to ensure Documents that are in Working or Open status are able to successfully be opened rather than being redirected to a blank page. #53588

OASIS: Page Error Loading Form

An update has been made to correct a page error received when loading an OASIS assessment. #53582

We Have Encountered a Problem

Error: An item with the same key has already been added.

5.28.0.1.1 Hot Fix

Release Date: September 29, 2025

Payroll: Process Stuck on Generating Payroll

A casing difference in file paths that was preventing the payroll process from completing has been corrected. #53659

5.28.0.2 Hot Fix

Release Date: September 29, 2025

Patient Balance Bill: Error on Forward/Replacement of PBB

An update has been made to address an error received when attempting to create a forward or replacement on a Patient Balance Bill claim. #53591

Object reference not set to an instance of an object.

Intake/Output Records: Column Alignment Issue

An update has been made to correct an alignment issue with the reading values in the Intake/Output Records table.#53607

Values in columns are no longer shifted one cell to the right and are correctly aligned under the corresponding header.

Note: column totals were correctly calculated and aligned appropriately.  

FY 2026: ICD-10 Update

Release Date: September 30, 2025

FY26: ICD-10 Diagnosis and Procedure Code Updates

FY26 ICD-10 CM & PCS updates, effective October 1, 2025 - September 30, 2026, have been completed. #53706

Diagnosis Codes

• 487 additions
• 28 deletions
• 38 revisions

Procedure Codes

• 156 additions
• 27 deletions
• 0 revisions

As of 10/1/25, new codes are available in the LCR sections for Diagnosis Codes and Procedure Codes. The description text is updated for revisions with the new ‘long description’ for the code. Deleted diagnosis codes are marked non-billable with an updated description of ‘Non-Billable - DELETED’ and deleted procedure codes have ‘INVALID AS OF 10/1/25’ added to the beginning of the description.

5.28.1 Feature Release

Release Date: October 9, 2025

Visit Audit: ‘Verified Date’ Based on Local Timezone

An update has been made to visit audit details for ‘Verified Date’ to reflect the local date the visit was verified rather than based on UTC. #45131

New Columns Added: Authorization Report

New columns have been added to the client Authorization Report to provide a more comprehensive client payer and authorization report that includes COB details. #46280

Columns O - AT:

• Statewise ID

• internal URL

• Intake

• Care Team Role
• matches auth service code
• comma separated when multiple exist

• Admin Manager

• Care Team Role
• matches auth service code
• comma separated when multiple exist

• Care Manager

• Care Team Role
• matches auth service code
• comma separated when multiple exist

• Auth

• Care Team Role
• matches auth service code
• comma separated when multiple exist

• RCM

• Care Team Role
• matches auth service code
• comma separated when multiple exist

• RCM Payer

• Payer RCM user
• comma separated when there are multiple users associated with the payer for the authorization

• Calendar Default
• Expected AF
• Benefit Group/Code
• Other (Denied Payer)
• Adj Code
• Adj Group
• Disposition Date
• Co-Ins
• PPO Discount
• Paid Amt
• Verbal Denial - or Y
• Verbal Date
• COB Start Date
• COB End Date
• COB Denial
• COB Status
• COB Type
• Re-Auth Date
• Ordering Physician

• listed on the authorization

• Time Period
• Amount
• Unit Type
• Total Auth
• Bill Code(s)

• comma separated when multiple exist

• Client Tag(s)

• comma separated when multiple exist

New Report: Claims Scrub

A new billing report, Claims Scrub, is now available to allow users to view all claim batches quickly and efficiently. #46209

The Claims Scrub Report will include all claims that are in a batch, as well as those that are not, with dates of service within the date parameters. When ran for multiple teams, the report date range is limited to two (2) weeks. When ran for a single team, the report can be ran for up to one (1) year.

Note: visits that do not have a service code assigned will not be included on the report.

Columns A - R:

• Batch ID
• Batch Name
• Client
• Internal ID
• Client MRN
• Client DOB
• Team
• Financial Class
• DOS Start
• DOS End
• Payer
• Claim Filing Method
• Authorization
• Message
• Service Lines
• Verified
• Hours/Units
• Amount

CRM Report: Update Logic to Include All Activity and Referral Details

The CRM Report, located within the Billing Reports, has been updated to include all CRM activity from CRM > Referral Source > Activity tab and CRM > Referral Source > Referrals tab based on client status and date range parameter(s). #49111

The CRM Report will continue to include activity and referral records from both active and inactive referral sources.  

Benefit Code/Group: Payer Setup Overwriting Client Financials

The ‘Benefit Code/Group’ from payer setup is no longer automatically copied to the client payer when adding the payer to the client or editing the payer setup. #49644

Medication Orders: Remove ‘Un-Archive Order’ Option

The menu option ‘Un-Archive’ is removed for Medication Interaction and Medication Reconciliation order types. #50075

The ellipses menu option was non-functional and is no longer visible to reduce user confusion.

Web: Visual Indicator on Non-Production Environments

The header bar of non-production environments now has color differentiation and includes a ‘NON-PRODUCTION’ label to more easily distinguish between production and non-production tiers. #49406

Web Sign In: Includes Release Version Information

To clarify the release available on each customer environment, the web sign in screen now includes version information. #49405

ADP3 v2 Payroll: Batch ID Column

An update has been made to the APD3 v2 payroll file to populate the week end date in the Batch ID column. #50216

Replacement Claim: EVV Errors for Non-EVV Billing Code

An update has been made to address the EVV error “invalid start time: ensure evv start is the same day as the visit start and is not past the end of any segment” received when completing a replacement claim when the billing code(s) are not EVV enabled and the payer is. #50481

Pre-Payment: Update Logic to Include All Activity and Referral Details

A hard-stop has been added to prevent a pre-payment balance from going negative as claims are applied. #49104

If the sum total amount of selected claims to be applied to the pre-payment is greater than the check balance, both a dialog and a Send Error will be received when clicking save.

Dialog
Process complete with Errors

Send Error

The sum total of the Amount being applied must be less than or equal to the remaining Check Balance.

The amount(s) being applied can be modified and, once the sum total is less than or equal to the remaining check balance, the save button will enable again.

Auths & Certs: Missing Active Authorization

An update has been made for all active authorizations in ‘No Auth Required’ status to be added to the Auths & Certs page. #50507

Previously, for clients with multiple active authorizations in a status of ‘No Auth Required’ only the last saved authorization record would show in Auths & Certs.

Notes: Populate ‘Copy To Client/Employee’ List by Team

The ‘Copy to Client/Employee’ field on Notes has been updated to populate the list based on assigned teams rather than the default team. #50696

EVV Dashboard: Display Correct EVV Status

An update has been made to the EVV Dashboard to display the status of ‘Processing’ instead of ‘Synced’ for EVV visits that have been sent but have no completed date and no errors. #51759

Physicians: Disable Double-Clicking

The save on Physician profiles has been updated to remove the ability to double click, preventing duplicate physician entries. #52603

Jolly Integration: Add Employee Payroll ID

A column for Employee Payroll ID has been added to the existing Jolly integration file. #53303

5.28.4 Hot Fix

Release Date: October 21, 2025

Visit Audit: ‘Verified Date’ Based on Local Timezone

An error sending Plan of Care (POC) Orders through ‘Fax Now’ functionality has been corrected. #54294

Errors - Could not find file 485 Order