> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getsolum.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> Latest updates and improvements to our product

## July 2026

### Added

* Call Activity, for teams with calling enabled, see inbound and outbound call counts and appointments booked — each compared with the previous period — plus a call-duration breakdown, right on your dashboard

## 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](https://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

To stay updated with our latest changes:

* Bookmark this page
* Follow us on [LinkedIn](https://linkedin.com/company/solum-health)
* Check our [Blog](https://www.getsolum.com/blog) for detailed announcements
