Jun 10, 2026
- Added the ability to create digital requests in bulk: previously, requests could only be created 1 at a time in the portal.
- Added the ability to regenerate and send IAS links: previously, a request had to be cancelled and recreated.
- Fixed a bug where data configuration parameters weren’t showing up in the Reports page for Proof of Injury & Proof of Address reports.
May 27, 2026
- Allowed retrievals from Epic to be targeted to specific facilities
- Added a feature allowing signatures on retainer documents to be manually extracted and reviewed by users
- Increased date range of records that can be retrieved from Epic
- Fixed an issue causing indefinite delays when retrieving records from a provider network
May 13, 2026
- Fixed UX/UI around adding a substitute decision maker to a client
- Fixed an issue where C-CDAs retrieved through IAS wouldn’t render in a viewable way and had to be downloaded separately
Apr 29, 2026
- Finished integration with New York health exchange network
- Added the ability to handle multiple SDM documents uploaded simultaneously through the API
- Fixed an issue where exports from a client’s individual page wouldn’t include the client name in a header
Apr 15, 2026
- Added granular status filters to the Clients table, allowing users to easily which clients have not had records retrieved
- Included additional contact information received from the demographic network
- Added a feature to whitelabel emails sent for IAS requests
Apr 1, 2026
- Proof of injury & proof of address reports now available in the API
- Made improvements to bulk exports, preventing delays and errors
Mar 18, 2026
- Included support for SDM documents in the SmartAdvocate integration
- Included support for SDMs in the API
Mar 4, 2026
- Finished integration with provider network
Feb 18, 2026
- Made improvements to the bookmarks feature so it has a more intuitive UI/UX
Feb 4, 2026
- Finished implementing Individual Access Services
Jan 21, 2026
- Added a new bookmarks page so users could save information for future reference
- Added a page to display data received about a client’s medical devices and implants
- Finished implementation with Nevada health exchange network
Dec 9, 2025
- Increased max file size limit for document uploads
- Added the ability to select all of a filtered set when filtering items in the data viewer
- Added the ability to name a data export
- Fixed an issue where invoices could not be downloaded from the billing page
Nov 25, 2025
- Added the ability to assign default data viewer configurations when bulk importing clients
- Added whitelabeling of Attestation Reports, allowing users to add their company logos to the report
Nov 11, 2025
- Added updated logo and favicon
- Added the ability to export dashboard insights to CSV or Excel
- Fixed an issue where the same email could be used to create multiple user accounts
- Fixed an issue where data configuration templates were not being saved
- Fized an issue where addresses were being returned to SmartAdvocate with incomplete data
Oct 28, 2025
- Fixed an issue where invalid SSNs were not being properly resolved in our SmartAdvocate integration
Sep 30, 2025
- Added an insights page to view a summary of data before, on, and after a client's date of injury
- Made improvements to signature capture for faster processing
- Made improvements to Attestation Reports
Sep 15, 2025
- Added a feedback button in the top right where users can send product feedback to the SettLiT team
- Added a flag if possible criminal records are found in a client's demographic data
- Allowed data viewer configuration to be saved as a default view for each client
- Fixed a bug where observations were not displaying in the data viewer