New features
HubSpot inbound sync (CE) A bi-directional HubSpot integration now keeps contacts, companies, and engagements in sync with Community Engagement. Connect with OAuth from CE Settings → Integrations, then a backfill wizard imports your existing HubSpot records with field-mapping previews and dry-run counts. Live changes flow in through webhooks, and retries land in a dead-letter queue you can replay or resolve from the admin UI. Outbound activity from Encore writes back to HubSpot as engagements. See the CE-75 user guide and admin guide. Contact identity resolution & merge engine (CE) A new identity engine continuously scores potential duplicates across emails, phones, and names, then merges contacts deterministically with a full-history audit trail. Confident matches auto-merge on a configurable threshold; lower-confidence pairs surface in a Review queue. Every merge has a 24-hour undo window that restores the original records, related activities, and ownership intact. See the CE-74 user guide and admin guide. Optum/UHC IOP prior-authorization pipeline (PM/CE) A guided workflow handles Optum and UnitedHealthcare intensive-outpatient prior authorizations end-to-end. A clinical wizard collects medical-necessity criteria, attaches the latest assessment and treatment plan, and submits through the carrier connector; status, expirations, and approved-unit counters surface on the patient header and on the PM → Authorizations worklist. Configure carrier credentials and default unit windows in PM Settings → Prior authorizations. See UHC / Optum prior auth and the prior authorization user guide. Regulatory monitoring (GR) The Governance & Regulatory workspace tracks rule changes across the agencies your org subscribes to. Durable source watchers detect updates, AI summarizes the diff with citations, and deadline alerts route to the right owner with escalation. Coverage and source health appear on the monitoring dashboards. See Regulatory changes and Regulatory sources. Workflow scheduling — Phase 1 (FW) Workflows can now run on a schedule in addition to event triggers. Define cron-style or interval schedules per workflow, see upcoming and recent runs on a calendar, and resolve conflicts when two schedules would dispatch the same instance. Manual runs and one-off backfills are supported from the workflow detail page. See Workflow schedules and Workflow calendars. Hiring: public apply + accept-to-hire (HR) Candidates can now apply through a public-facing job posting with branded screening questions and résumé upload. Offers accepted in the candidate portal flow straight into onboarding without re-keying. The recruiter view tracks every stage from application through hire on a single timeline. See the HR-09 ATS guide.Updates
Proliant ReadyPay payroll is feature complete (HR) The Proliant ReadyPay integration completes its roadmap: scheduled bi-directional sync, GL mapping with code lookups, an AI-assisted code-mapping UI, idempotent push, and audit diffs on every run. The payroll wizard lives in HR Settings → Payroll alongside run history, code mappings, and connection health. See Proliant payroll, Proliant setup, Proliant AI code mapping, and Proliant payroll run. Gusto Embedded retired (HR) With Proliant ReadyPay feature complete, the earlier Gusto Embedded path has been decommissioned. Existing Gusto-era settings have been migrated to the Proliant payroll workspace and the old routes redirect there. See Proliant payroll. Entra ID setup polish (PF) Three follow-ups land on the Entra ID setup wizard: live license-SKU validation as you type, consent reconciliation that picks up previously-granted scopes without re-running consent, and module identity colors on the role-mapping screen so each Encore module is easier to scan. HR compensation and skills (HR) Compensation history (HR-15) and a skills library (HR-13) are now live on the employee record, with bulk edit and CSV import for both. See HR-15 compensation, HR-13 skills, and the skills library. Contact assignee notifications (CE) Contacts now notify the assignee on assignment changes, with the assignment step captured on the activities timeline. Per-user notification preferences live in Profile → Notifications. Grievance management (RH) Recovery Housing gains a grievance tracker with templates, due-date escalation, and resident-facing acknowledgements. See Grievances and File a grievance. Navigation polish The side navigation got a redesign pass: more consistent settings shells across modules, a fixed mobile drawer that no longer traps focus, and cleaner active-state styling on nested groups.Bug fixes
- Messaging sender name correctly resolves the sending user’s display name across SMS and in-app channels instead of falling back to the org name.
- WENO ePrescribing wire-protocol drift fixed; transmissions that previously bounced for malformed envelopes now succeed.
- PWA installer prompt no longer reappears after dismissal on iOS and Android.
- FA payment posting now writes the cash-side GL entry on bill payments; the asymmetric posting that left bank balances stale has been corrected.
- FA bank reconciliation, 3-way match, expense violations, cost allocation, depreciation, 1099 e-file, and intercompany each received targeted fixes — see the Finance & Accounting overview for details.
- Recovery Housing discharge regression repaired; discharge summaries again render with the full assessment chain.
- Public form portal hardening: SSRF guard added on outbound previews, and uploaded attachments are scanned before they reach a clinician’s inbox.
- Empty dropdowns across CE, IT, RH, FM, PM, HR, GR, and FA are populated again. A picklist audit found 38 system-default lists that shipped without seed values; defaults are now sourced from database constraints, code enums, and CMS code sets. Per-tenant customizations are preserved.
- AI workspace suggestions no longer return an empty list when the model response is truncated or contains a single malformed item. The pipeline now salvages valid recommendations and logs truncated responses separately from schema failures.