September 2025 Release Notes

September 2025 Release Notes

New Guardify Integration 

• A new "Send to Guardify" button will be added to Case Reports.
• Select a Report Format and click the “Send to Guardify” button to securely generate and send a file to your selected Guardify record.
• From Guardify, you can share reports with your MDT members and preserve Chain of Custody tracking.

Person Record Management 

• We’re adding a Client Listto the home screen so you can easily view all clients for you and your center. 
  • Clicking on a client name will take you to their Personal Profile. 
  • Similar to the Case List, you can click “Customize Table” to choose the columns you want displayed. This was previously a “Config” button and has been updated for both the Case List and the Client List. 
  • You can use "Export to Excel" to download a copy of your Client List. 

• The home screen is also getting a new Peopletab where you can search across all person records and take actions. 
  • The existing "Chapter Person Search" is being renamed to "External Record Search" and will be available as a search option. 
  • You can select multiple person records and click “Add to Case” to add the selected records to an existing case or create a new one. 
  • We’re building upon our Event updates from June 2025. You can use the people tab to find and add multiple person records to CAC Events such as trainings or support groups. 

• Addresses and phone numbers are moving to a new "Contact Info"tab on the Personal Profile for person records. 
  • With the new Address History table, you can view and manage historic addresses on the Personal Profile, including setting Start Dates and End Dates. 
  • A new Phone Numbers table allows you to track multiple phone numbers and phone types . 
  • The Agency view is being updated to use the new Phone Numbers table for better phone number management. 
  • A new HIPAA-compliant Address Autofill tool is being added to make it faster and easier to add new addresses to a person’s Address History. 

Reporting Updates 

• We’re adding an Excel export option for Schedule Reports and Management Reports. 
  • Note: An Excel export option for Custom Reports has been added to our 2026 development roadmap. 
• Caregiver Current Age will be available as a field in Custom Reports. 
• Biography Custom Field 9 will be available as a field for Chapter reporting. 
• We’re fixing a bug which caused an error in Custom Reports when including the new “Session Funding Source” field for the Service Log. 

• On the FI tab, Observers will be added as a field when clicking “Details” or expanding a session on the Interview Services Log. 

• On the Medical tab, a new comment box is being added under the "Allergies" checkbox to track additional notes about the allergy. 
• On the Medical tab, Physical Exams were updated to properly track and display the right Percentile. 
• On the Reports tab, case reports have been updated to allow for reporting of all custom fields and will appropriately reflect any fields your center has renamed. 
• On the LE and Prosecution tabs, the Alleged Offenders dropdown was updated for Charges, Prosecution Decisions, and Prosecution Outcomes to include options for "Unable to Identify," "Unknown," and "N/A".