June 2026
Added
- Automatic Eligibility Checks, automatically verify a patient’s coverage when they enter an Insurance Verification stage, with benefits filled in on Active results
- Insurance Discovery, search for a patient’s active coverage when the payer or member ID is unknown
- Comments and Mentions, leave comments and @-mention teammates across patients, tasks, prior authorizations, and eligibility checks, with email notifications
- Prior Authorization Enhancements, reassessment types, appeal and reference numbers, appeal-status authorizations, and follow-up tracking
- Patient Locations, link patients to your company’s locations
Changed
- Eligibility service types are now chosen per payor (the payor’s own services, then the patient’s referral, then your company default) instead of one fixed default for every check
Fixed
- Member IDs containing spaces or punctuation no longer block automatic eligibility checks
May 2026
Added
- Prior Authorization Module, track prior authorizations end to end with servicing locations, CPT unit types, appeal availability, a status workflow, and filters
- Document Auto-Classification, every uploaded document is automatically classified by type
- Insurance Expirations Dashboard, see upcoming insurance plan and authorization expirations with filters and quick actions
- Multi-payer Create-from-File, capture secondary, tertiary, and quaternary payers when creating from a document
Changed
- Eligibility Matching, smarter prefills, conflict recovery, and payers grouped by your company insurances
- Tasks with unread comments now float to the top of the list
Fixed
- Default Medicare Part B physical therapy coinsurance when the payer omits it
April 2026
Added
- Eligibility Check PDFs, download a formatted PDF of any eligibility check, including an AI-generated benefits summary
- Faxes Dashboard Match Breakdown, see auto, linked, and manual match counts at a glance
Changed
- Form submissions split into capture and reconcile phases with improved fuzzy patient matching
- Inline editing and copy-to-clipboard across patient information cards
Fixed
- Member ID validation before submitting eligibility requests
- Improved messaging sequence scheduling reliability
March 2026
Changed
- Messaging Sequences v2, refreshed automated messaging sequences
- Expanded CRM integration syncing for patient and contact data
February 2026
Added
- Fax V2, redesigned fax system with improved reliability, faster processing, and an enhanced user experience
December 2025
Added
- Direct File Uploads, files now upload directly to secure cloud storage for faster and more reliable form submissions
- Internal VOB Queue, new internal queue system for managing verification of benefits requests more efficiently
Security
- Updated security dependencies to address vulnerabilities
November 2025
Added
- Therapist Management, new module to add, edit, and manage therapists with location assignments
- Telehealth Support, added telehealth service options and location based rate configurations
- VOB Enhancements, improved verification of benefits workflow with better status tracking
- Fax Automation, automated fax processing with AI powered document classification
- Group Numbers, support for insurance group numbers in patient records
- Error Monitoring, integrated Sentry for proactive error detection and faster issue resolution
Fixed
- Improved dashboard performance and data accuracy
- Resolved issues with intake form submissions
October 2025
Added
- Scheduled Messages, schedule text messages to patients for future delivery
- Batch Processing, process multiple patient records simultaneously
- Conditional Form Fields, show or hide form fields based on previous answers
- Website Assistant, new AI assistant type for website chat integration
- Knowledge Base, upload documents to train your AI assistants with custom knowledge
- Assistant Configuration, customize AI assistant behavior and responses
Fixed
- Resolved timeout issues during large data exports
September 2025
Added
- Unread Message Indicator, see unread message counts directly in the sidebar
- Task Workflow Filters, filter tasks by workflow stage for better organization
- Multi language Intake Forms, intake forms now support Spanish translations
- Enhanced Fax Processing, redesigned fax review interface with better patient matching
- Improved Task Management, new task interface with better status tracking and assignments
- Activity Timeline, view complete patient activity history in one place
Fixed
- Multiple improvements to fax processing accuracy
- Better error messages throughout the application
August 2025
Added
- Integrations Hub, new centralized page to manage all your third party integrations
- Forms Builder, create custom intake forms with drag and drop fields
- Session Tracking, view and manage patient web sessions
- AI Conversations (Beta), new AI powered conversation interface for patient communication
- Call Evaluation Metrics, track and analyze AI call performance
- Intake Form Feedback, collect patient feedback after form completion
- Advanced Patient Filters, filter patients by date range, insurance, and custom tags
Fixed
- Improved intake form reliability and validation
July 2025
Added
- Multiple Service Types, assign multiple service types to a single patient for comprehensive care tracking
- KPI Dashboard Updates, new Appointments Booked metric added to dashboard
- Enhanced Insurance Handling, better support for coordination of benefits (COB) status
Changed
- Performance Improvements, major backend optimization for faster page loads and API responses
- Improved data consistency across all modules
Fixed
- Resolved issues with patient creation workflow
- Fixed fax processing errors for certain document types
April 4, 2025
Platform Integrations and Features
Added
- New Status Page: Monitor our system’s health and performance in real-time at status.getsolum.com
- Zoho Integration: Enhanced business operations with seamless Zoho integration
- HubSpot Integration: New CRM capabilities through HubSpot integration
- Cal.com Integration: AI agents can now directly schedule appointments and check availability through Cal.com integration
- EHR Sync Function: New feature to synchronize patient data with your EHR system
- Automatic field validation and missing information alerts
- Direct synchronization from Solum platform
- Smart field mapping and verification
How to Read the Changelog
Each changelog entry includes:- The date of the changes
- A description of what was changed
- The type of change (Added, Changed, Fixed, Deprecated, Removed, Security)
- Any relevant links or additional information