Improved Subsidy Reconciliation For Split Families

Marketing & CRM

• CRM lead profiles now include a dedicated notes tab to make it easier for teams to review conversation context and stay up to date in one place.

• Fixed an issue where duplicate email actions could appear in lead activity.

Billing & Finances

• Subsidy and deposit workflows now better handle split-family and multi-voucher scenarios, with clearer debit and credit views, improved copay defaults, and more complete payment history tracking.

• Accounts Receivable Aging reports now support a weekly billing frequency, making them more useful for programs that bill on a weekly cadence.

• Fixed issues in subsidy and deposit flows so values clear correctly and errors are shown when actions fail.

Enrollment & Paperwork

• The enrollment paperwork experience has been updated to separate forms required before and after application submission, showing only what’s relevant at each stage.

Family Communication

• Parent reminder emails now include the child’s name, making messages clearer for families with multiple children.