Change Log
Our team is happy and humbled to see you here! We will be using this page to announce new features on Fieldworker. You will be able to access it directly in your app as well.
Items being worked on (No ETA)
The following functionality is being developed and tested and will soon be deployed.
The Fieldworker platform will introduce a premium set of functionality that will provide tools and options for forward-looking organizations to manage and grow their operations more effectively.
Easy customization of the customer information
A more robust and easy-to-use permissions, that allows the admin to control access to various modules and functionality
A powerful collection of dashboards providing key insights
Release 3.1 ( 2025-04-04 )
The following functionality is being developed and will soon be deployed.
Expanding Billing functionality
When adding a new claim or editing an existing claim, the platform now presents the claim in the familiar 1500 form view. This may help in the easy capture of the claim data.
The Fieldworker platform now allows setting up multiple payers for a client. A payer may now be associated with each project for the client.
A project may be marked for self-pay by the customer, or up to two payers could be added to a project.
If a payer is not explicitly associated, the system will automatically select the primary payer associated with the project (if defined), or associate the default payer for the state.
Expanded Reporting functionality
Two new dashboards are added to show a summary for a specific employee or customer.
New employee dashboard displays demographic details, customers served, task/notes/artifacts created, and interaction with the platform
New customer dashboard displays demographic details, task/notes/artifacts created for, and claims submitted for services rendered
All dashboards are available as a Freemium, available to all users for the first three months. Access to these dashboards beyond this period will require a subscription to Dashboards.
A new employee report for only daycare companies in a selected time range shows all the employees and what sessions they were part of.
Allow form-based reports to be filtered by an employee
Enhancing usability-related changes
Timesheet reports now allow users to create their own views and save them for future use
Display the gender of the customer on the Prior Authorization dashboard.
Expanded scheduler functionality
Display the service type(CIS, CBS, etc.) associated with a session when a user is editing a session
The Agenda screen can now display the sessions by the day, a period, or a month.
The user may now add the address on the create resource page for a new location/resource being added.
The admin is now able to assign all clients to a single session with a single click
While scheduling a client for a session, the admin is now able to see if the client is authorized for this session, and if yes, how many units are authorized and left for the service period
The format in the agenda tab is now the same as it was typed in the session window.
The admin user is now able to change the max capacity of a session after the session is scheduled.
When an attendance is marked, the text for the notification entry is now changed to βAttendance marked for <Customer Name> for <Session title>β.
The platform now allows a customer to be added to a session, even if the customer is assigned to another session, provided the user is currently not marked in another session.
Change the message to 'Attendance Unmarked' when unmarking attendance.
Unmarking an attendance changes the status of the associated task accordingly. In any reports, tasks for attendance unmarked will not be included.
On the agenda page, there is a little reorganization of the layout to improve the readability of the data.
Release 3.0 ( 2025-02-14 )
The following functionality is being developed and will soon be deployed.
New powerful analytics for various use cases and types of companies
Customers - Demographic dashboard
KPIs include Total customers, New customers this month, and Customers leaving this month
Distribution based on Gender, Age, County, Tier (Pie chart)
Line graph showing customer population over last 12 months
Tabular data about customers: active, new, leaving
Projects - Operations dashboard
KPIs include Total projects, New projects this month, Projects expiring next three months, Total MTs to be completed, MTs completed so far
Distribution based on expected visit (Bar chart), MT status (started, submitted, approved, rejected)
Bar graph showing project population by project manager
Line graph comparing the approved MTs this month against last month
Tabular data about projects: active, new, expiring, MT status
Employees - HR dashboard
KPIs include Total Employees, New employees added this month
New projects this month, Projects expiring in the next four months (Bar chart)
Distribution based on Role (Bar chart)
Bar graph showing employee population by manager
Tabular data about employees
Management - Financial dashboard
All the details from the current Billing dashboard
Line graph showing the Expected and realized revenue for the last 12 months
Build functionality to send reminders to the customer and any contacts associated with the task
a day before the task date
an hour before the task start time
The company should have subscribed to βSecure Communicationβ, and Task notification.
Use the preferred communication method selected by the contact. For now, all communication is via email.
Use the existing task template β¦ but ensure the subject indicates the timelines aspect.
Reminders will be based on the preferred mode of communication for the contact.
If there is a preferred mode of communication, use it. Email message when the preferred mode is email, or push message when the preferred mode is Phone (Requires app to be installed by the contact)
New functionality to define your intake workflow, and ability to have your customers complete the intake forms.
New task type as intake type
Allow the creation of an intake task that will send out an email with a secure link containing intake form(s) and signature pad, to capture data about new patients.
Support for payers in various markets nationwide
New settings page for establishing payers
Associating payers to various procedure codes
New claims submission file format for uploading claims for multiple payers
New support process when a client adds a new payer
New landing page or dashboard for admin users of the Case Management companies. The following key indicators are added.
Total Caseload (no of active projects)
Case notes added (notes added by all employees of the company)
No of new cases (New projects added this month)
Support for multiple payers including insurance payers
Several changes have been introduced to simplify the registration/signup process.
The Fieldworker platform now allows users to sign up using their emails. Personal emails can be used as the user ID.
The platform now also allows password-less sign-in. In such cases, a unique code is sent to the email address to complete the sign-in process.
Following new changes are introduced for Daycare companies.
On the scheduler pages, the customers are now called 'Members', and resources will be displayed as 'Locations'
Allow an option to edit/delete all/multiple recurring sessions at once. This should apply only to currently selected, or all βin futureβ sessions.
When creating a new session, allow users to be able to create a new resource or location.
Allow the agenda page to show, either daily, weekly, or monthly entries in the agenda format.
Allow users, when editing a session, to see the service type(CIS, CBS, etc.). The user should be able to see these if they are editing a session.
Release 2.3 ( 2024-10-11 )
The following functionality aimed at daycare centers and service provider companies was deployed for general availability.
Make user-generated forms more powerful. Users can make copies of the existing form and then edit the copy to create a different version.
New reports help daycare centers track customers' attendance better.
A new Time and Expense report for companies using a community-developed form for capturing expenses.
Several new reports for NJ support coordination agencies including MT rejection and SC visit forecast reports.
Allow Service provider companies to manage multiple offices and multiple NPIs leading to submission of claims to multiple payers.
The scheduler functionality will now be extended for service provider companies. This can be used to plan and then allocate resources to schedules.
The users may now select a location to save their MTs when downloading them from the system. The system will also remember the last used location and will default to this location.
Release 2.2.2 ( 2024-08-26 )
Fieldworker announces proposed enhancements to existing functionalities and expands its coverage to include several new features for case management and daycare companies ..
Allow employee schedules to be accessible from the mobile app as well.
Allow customer ID with a picture and QR code to be printed
Enhance the document center, and document tab on the customer screen, where documents can be viewed in the app, without downloading them locally.
Add voice-to-text functionality to all text fields in MT, allowing users to speak in and dictate notes.
Add voice-to-text functionality to case note entry and edit, allowing users to speak in and dictate notes.
Add contacts to tasks. This will allow notifications, if needed, to be sent on demand.
New redesigned and revamped configuration and settings. Include new personal preferences.
The platform now allows secure communication with customers, contacts, and employees. The agency would need to subscribe to the new 'Secure Communication' module.
The agency may further configure what all and who all may be communicated via the platform.
Add a new 'What's changed' icon in the app .. to let users discover new features
On the main page of the app, users may now minimize the 'Upcoming tasks' control, if not used. For case management companies, this will be minimized by default allowing larger controls showing Timesheet and notes.
A new SoS button is added to the mobile app, which can be used to quickly send a message to the admin (and especially a designated list of users) in case of any emergency.
New Case Management report that indicates all notes added by a case manager, in a given month.
Fieldworker mobile app now shows a calendar view of all the tasks assigned, or completed.
When creating a new note, allow users to add a task, if the task does not already exist.
Allow a contact's preferred communication mode (email or phone) to be captured.
Expanding Fieldworker authentication to support user email as a user name. An admin may now invite an employee using their existing email, which can also be used to log in to the Fieldworker. These users will also be able to log in without a password, using a one-time code sent to their email.
While marking attendance for a customer, the user may indicate the exact billing task, and the duration of the attendance, if it is different from the default for the session.
Release 2.2.1 ( 2024-06-18 )
Fieldworker announces proposed enhancements to existing functionalities and expands its coverage to include several new enhancements to forms ..
Allow customer needs to be maintained within the Fieldworker system.
Enhance forms and workflow capability to associate a form to a timesheet entry or task.
New Landing page for Day-care and/or Community Support businesses
Allow daycare center employees to add notes to each attendee
Allow recurrent sessions and check for overlap of employees, location and/or attendee
A new look and revamped reporting center for form data
Allow each agency to set a tolerance level for the distance for EVV check-ins
Allow a case manager to add a case note from the main page
Release 2.2.0 (2024-05-06)
Fieldworker announces proposed enhancements to existing functionalities and expands its coverage to include several new productivity features ..
An integrated forms module allows new forms to be created, a company to subscribe to an available form, and the ability to associate forms with tasks.
The Fieldworker platform allows setting up goals for customers which can be associated with tasks or services provided to achieve the goals.
The Fieldworker platform allows you to contribute commonly used forms for community use. The Fieldworker team will make a few standard forms available, by default.
The Fieldworker platform now allows you to create workflows that require associated forms to be filled up when a fieldworker checks out from the task.
A new Forms report listing all data submitted through a specific form in a desired time window.
A new tab has been added to the customer section showing all forms that have been filled in for this customer. The individual forms can be viewed, and edited from here, as well.
The reporting and insights section is customized based on the type of business and state your agency operates in.
The voice notes functionality is now added to the web app as well. A voice note can now also be added using web app.
The platform is continually being expanded to include more stages of Revenue Cycle Management (RCM). There is a new Accounts Receivable functionality for NJ-based Support Coordination companies.
The RCM functionality also provides a complete view of all remittances received from Medicaid, and their status. The agency can also track the denials or pending claims.
The RCM dashboard provides a financial summary for the current month giving an up-to-date view of all cash flows.
A new caseload report for a case manager is added to show the caseload of various employees in your organization.
A new billing transaction report listing all billing transactions for a customer, or group of customers.
A new EVV dashboard showing all eligible visits allowing verification of the data and editing to fix a few key columns before scheduling the submission of the visit.
The mobile apps are enhanced to display forms and capture details when checking out from relevant tasks.
The Fieldworker platform announces major capability enhancements to support efficiently running your day centers, or community centers.
Define venues to hold your session in the system, including their addresses, capacity, etc.
Create sessions for a location that associates employees and customers to a resource for a given time window.
Allow marking the attendance of each client attending a session
Individual notes can be added to each customer session
An integrated schedule for all your employees, customers, and resources. Daily, weekly, or monthly views into the schedule.
The schedule for each employee, customer, or resource can be viewed or displayed.
All scheduled activities for a customer, employee, or resource can be displayed or viewed.
Generate a name badge containing the name of the customer and a unique QR code for efficient tracking and data capture
Release 2.1.1 (2024-03-14)
Fieldworker announces updates to the mobile app for both iOS and Android platforms.
The following changes make it very simple to effectively use the document center from the mobile app.
Added document upload from main page top right drop down
Added document upload from customer page ad artifact page
Release 2.0.2 (2024-03-08)
The fieldworker will deploy several changes to the processing of Monitoring Tool process. Many of these changes are driven by user feedback.
The Monitoring Tool will now allow users to save their work, as per their choice, without leaving the form.
The system will also display a running counter, to indicate, the next auto-saving of the document. The Fieldworker saves the MT every 99 seconds.
A rejection note by the SC Supervisor is now automatically opened when an SC opens the rejected MT to work on it. The SC may also add her comments to the rejection note .. either to indicate the changes or to explain why the changes may not be needed.
When a rejected MT is re-submitted, the rejection note is saved again.
Release 2.0.1 (2024-02-16)
Fieldworker deploys several changes to our web application for efficiency.
The notes tab under Customer and Projects will now include voice notes as well. This will make voice notes also accessible from the web app.
The SC and SCS screens for NJ-based Support Coordination companies will now indicate the status of the MT document if it has been downloaded and the last date for a customer when an MT was uploaded to DDD.
Timesheet pages for all employees will now have two additional columns added to the screen. By default, these columns are displayed, but they may be hidden, as needed.
Task creation time
Task update time, if any
Several new configuration options to customize the Fieldworker platform
If any MT section has customization, it will be controlled by a feature flag, to be set as part of the configuration section.
Release 2.1.0 (2024-01-04)
Fieldworker announces a brand new application for both iOS and Android platforms.
Complete redesign of both Android and iOS mobile app user interface.
Include a customer screen in the mobile app
Release 2.0.0 (2024-01-04)
Fieldworker announces several enhancements to existing functionalities and expands its coverage to include new productivity features including a new Document Center, and expanded support for services provided at multiple locations..
An integrated forms module allows new forms to be added, a company to subscribe to a form, the ability to associate forms with tasks
Ability to capture voice memos as part of the verification of delivery of service.
A new MT status report for support coordination companies showing all visits associated with MTs for the last 12 months.
A consolidated document center that allows management and employees to build and manage their own documents.
Release 1.4.0 (2023-10-05)
Fieldworker announces several usability enhancements to existing functionalities and expands its coverage to include new productivity features for a large group of users.
Add functionality to have a visual of existing (or current) HR relationships, and modify it, as needed.
Integrate the calendar on the local device (laptop/desktop/phone) with the task schedule. If a company sets this configuration, all new tasks assigned to an employee will generate an email containing a calendar invite.
Added a functionality for users to add their requests for new features, and review/vote on existing requests.
All import programs in the Fieldworker app support First and Last names to be captured for a customer.
Additional validation checks have been added to the billing dashboard
Release 1.3.2 (2023-08-18)
Fieldworker announces key usability enhancements to several functionalities and expands its coverage to include new features for service provider companies.
Show associated MTs for Admins on MT Completion Detail Report
MT changes to incorporate feedback from customers
Section 7, question f, is now available to be filled, irrespective of other choices
Section 9 logic is amended only to allow questions a-f asked when a consumer in a provider-managed setting is contacted at home.
The top three fields in section 9 can be filled in all quarterly forms, but are mandatory when questions a-f are filled in.
Release 1.3.1 (2023-08-11)
Fieldworker announces key usability enhancements to several functionalities and expands its coverage to include new features for service provider companies.
Added an icon on the top right side to indicate the current deployment version of the Fieldworker software.
Added a new NJ Consolidated debarment report
For NJ support coordinator agencies, Fieldworker will now allow identification of 'Initial' plans, and capturing time spent on its development.
Release 1.3.0 (2023-08-03)
Fieldworker announces several enhancements to various existing functionality and expands its coverage to include more features for service provider companies.
Prior Authorization and budget capability for care provider agencies
Document Center as a centralized repository
Associating task types to a customer and allowing services to be created only against the assigned task types
Search customer using the name, DDD ID, and/or Local ID using a single search
Track task scheduling against the prior authorization
Indicate whether a task is prior authorized or not
Allow sorting data for a support coordinator by the MT status
Expanded functionality for identifying changes in the customer, or plan that can lead to a billable
New Service Authorization report that shows all your customers and associated authorizations for this customer.
A new report showing prior authorizations that have not yet been billed, and/or planned.
The customer screen has a new tab that shows all existing authorizations for that customer.
For EVV customers, admins can now check out a provider, if they have forgotten to checkout, or could not checkout due to connectivity or other issues.
All reports based on a data grid may now be customized to include or exclude columns, their positions, and sizes.
New granular tracking of customer action to help provide better support
Locate customer screen now has the functionality to check out an employee if they have failed to check out from a client location.
Release 1.2.3 (2023-06-26)
Fieldworker announces enhancements to fix breaks due to delays in plan renewal.
Release 1.2.2 (2023-06-05)
Fieldworker announces major enhancements to support EVV in Arizona.
Added EVV functionality for Arizona providers, via SanData
Supporting HR hierarchies
New Utilization report for tracking prior authorizations
Release 1.2.1 (2023-04-06)
Fieldworker announces major enhancements for Support Coordination screens, Revenue Cycle Management, and other MT-related changes.
New Billing and Admin reports
NJ consolidated debarment report
MT completion detail report
Management Review report
Support Coordination (SC) screen
Personalization of SC dashboard - select and order columns that you want to see
Checklist tab to quickly view your follow-up items and mark them as complete
Access to submitted and approved MT
Revenue Cycle Management
Ability to add a new claim in the dashboard
Ability to delete claims (with errors and mistakes)
Ability to fix errors and resubmit a claim
The claims dashboard now includes the status of the remittance report
Charge capture
Ability to upload prior authorization file
Automatic match with the appropriate task and direct submission to the claims dashboard (No intermediate file needed)
For NJ, Support Coordination companies with the Time management module, the ability to view associate MT before capturing the charge
Changes in Prior Authorization for revised authorizations, partial authorizations, etc automatically detected and made available in a separate tab
Release 1.2.0 (2023-03-16)
Fieldworker implements functionality to create Monitoring Tools using new formats.
DDD synch: Bulk import functionality was expanded to allow more frequent synch of the data from the state system (iRecord)
Support Coordinator dashboard to initiate and complete Monitoring Tools (NJ)
An approval process for MT before submission to the state
Download approved MT
Introducing Reports center
Billing - Invoice report
Billing - Billing transaction report
Billing - Claim balance report
Billing - Outstanding balance report
Billing - Claim collection report
Admin - Payroll report
Admin - Debarment report (CMS)
Admin - Debarment report (NJ state)
Admin - Plan renewal report
Admin - MT Completion Detail report
Admin - Management review report
Admin - Active customer (population) report
Admin - All tasks report
EVV - Tasks report
EVV - Invoice report
Time Management - Timesheets report
Case Management - Invoice report
Admin - Case load report
Admin - Dashboard
Support Coordinator - Dashboard
Support Coordinator - Checklist report
Release 1.1.1 (2022-10-07)
Fieldworker announces significant improvements around usability, stability, and performance along with major functional enhancements.
Support for NJ Support Coordination companies to create and manage Monitoring Tools
Ability to submit 835 Professional claims to NJMMIS via HIPPA compatible process
Support for Guardianship companies using Case Manager functionality
Enhanced Note taking and Notes management
Customized interface by state/functionality and business
Debarment report
Preauthorization of services
Release 1.1.0 (2022-02-26)
Fieldworker implements functionality to enhance EVV and Timesheets functionality
A new customer center functionality is now available. This allows you to see all your customers and all activities in their accounts in one place.
Tasks - ongoing and completed
Staff - working with the customer
Documents, Forms from the customer
Notes from the prior interaction
All contacts for the customer
EVV module provides a complete interface to help with the easy implementation of EVV.
NJ customer companies can establish tasks that can be mapped to procedures that are eligible for EVV submissions.
Fieldworker EVV module picks, formats, and sends the relevant procedures to NJ state.
An intuitive interface to manage the failures and resend the failed/rejected tasks.
An EVV invoice report for payments submitted to Medicaid via EVV
Notifications to convey important messages
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