2024 June

Minor Package Updates for Filters

We have made a minor update to the package list by relocating the filters to the right side of the screen. This change is intended to enhance the user experience and streamline navigation.

To use the filters, simply click on the green filter icon located next to the global search text box. This will open or close the filter sidebar as needed, providing you with easy access to filter options.

For Care Coordinators:

The export and import functionality is now accessible via the designated icon. This feature allows for efficient data management and facilitates the seamless transfer of information.

For Trilogy Care Staff:

This release includes the addition of bill notes and the capability to duplicate bills. These features are designed to support the preparation and processing of bills through the portal, ensuring a smoother and more efficient workflow.

Senior Care Partners can update the assigned team on a package.