Changelog

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December 2025

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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

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Security

• Updated security dependencies to address vulnerabilities

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November 2025

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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

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Fixed

• Improved dashboard performance and data accuracy
• Resolved issues with intake form submissions

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October 2025

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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

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Fixed

• Resolved timeout issues during large data exports

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September 2025

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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

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Fixed

• Multiple improvements to fax processing accuracy
• Better error messages throughout the application

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August 2025

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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

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Fixed

• Improved intake form reliability and validation

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July 2025

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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

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Changed

• Performance Improvements, major backend optimization for faster page loads and API responses
• Improved data consistency across all modules

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Fixed

• Resolved issues with patient creation workflow
• Fixed fax processing errors for certain document types

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April 4, 2025

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Platform Integrations and Features

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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

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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

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