Case Amplify Release Notes Jan 16 2026
Case
Amplify Release Notes Jan 16 2026
Version: 2025-01-16
Release Date: January 16th, 2026
🔍 Overview
This release delivers improvements across data points,
documents, conversations, tasks, and admin tools. It also introduces bulk case
creation, enhanced CARA capabilities, cleaner navigation, and multiple bug
fixes to improve reliability and usability.
✨
New Features
Bulk Case Creation
·
A new bulk case creation feature
allows you to upload a spreadsheet template (provided by the app) to create
multiple cases at once, streamlining the onboarding process for organizations
managing large caseloads. This option is available from the Case List page.
🛠️ Improvements
Data Points
·
When viewing data points collected after a
conversation or document, the display has been improved so that it is easier to
tell the difference between which value was collected during analysis versus
what the value is currently (if the value has been updated since the time of
analysis).
·
When viewing data points on a case details page,
you now have the option to sort data points so that those with formatting
errors are put at the top of the list.
·
When you see a red icon with a number on a
case’s data points section, this has been updated to indicate how many data
points either have formatting errors or have expired and need to be
re-collected.
·
Data points that are marked as containing
sensitive information will now be hidden to protect privacy. If you choose to
view this information, your access will be securely logged.
·
When viewing the history of a data point, you
can now see the name of the individual who made manual changes to the value.
Documents
·
When uploading documents such as driver’s
licenses or other documents that typically display information in all caps,
common things like names and addresses are now recorded with regular casing
rather than all caps for improved readability.
·
When viewing document requests for a case, you
now have the option to quickly copy the link to the request from the three-dot
menu. This can be helpful if you want to send the link via email or some other
form of communication aside from the default of text messaging.
Conversations
·
The date of a conversation and the name of the
individual who recorded the conversation is now displayed below the title of a
conversation for better readability.
·
Conversation summaries are now written from the
first-person perspective and refer to clients by name whenever possible to add
a more personal tone.
·
You now have the option to take manual notes
while recording a conversation. These notes can be accessed along with the rest
of the data that was collected during a conversation.
Documents & Conversations
·
For both documents and conversations, you can
now view which state a case was in, as well as which programs they were a part
of, at the time of the document upload or conversation. This will provide a
better understanding of why certain data was or was not collected at that time.
CARA
·
When CARA is performing multiple tasks before
responding, these tasks are collapsed into an expandable tab in order to
declutter the chat messaging experience.
·
A keyboard shortcut has now been added for the
‘Go to Search’ button that CARA can provide when you are looking for a specific
case – just press Alt + S.
·
CARA now knows when you are visiting a specific
case’s page and can retrieve any information about a case that you can see about a case, including
but not limited to: a case’s summary, priority level, tasks, programs, data
points, and more.
Tasks
·
When viewing tasks as a global case manager, the
‘Assigned to Me’ checkbox now says ‘Assigned to My Clients’ on the list of
client tasks for improved clarity.
o
This
checkbox will no longer be visible if you do not have the global case manager
role.
·
Tasks can now be edited directly from the Case
Overview page, eliminating the need to navigate to the main Tasks tab to make
changes.
Admin Settings and Configuration
·
The admin settings has been re-organized and a
search bar has been added for easier, more efficient navigation.
·
Admins can now define a ‘maximum’ number of days
a case should be in a certain state in order to help keep track of when cases
may be nearing or over deadlines.
·
You can now decide whether data points marked as
containing sensitive information are included when generating conversation and
case summaries.
·
When creating a template from a data point
definition, you must now save any pending changes first to prevent confusion
about which field values are included in the template.
·
The naming for data point types has been
improved on the data point configuration page. The changes are as follows:
o
Single
Line String -> Text (Single-Line)
o
Multi-Line
String -> Text (Multi-Line)
o
Object
-> Complex
o
Single Select -> Single Choice
o
Multi-Select -> Multiple Choice
o
Date Only -> Date
o
Date Time -> Date & Time
o
Boolean -> True/False
Lists
·
When viewing lists of data (cases, data points,
programs, documents, etc.), the horizontal scrollbar will always be visible in
case there is more data than can be displayed on the page at once; you no
longer have to scroll to the bottom of the page to find the horizontal
scrollbar.
·
All filters for any of our lists (e.g., the
filters for program, case state, case priority, and user on the case list page)
are now hidden inside a filter icon to remove visual clutter. Just click the
icon and a new row will appear with all available filters.
Navigation Bar
·
Items on the vertical navigation bar (left side
of the screen) are now ordered so that most commonly used features are at the
top.
🪲 Bug Fixes
Case Summaries
·
When a new case summary is generated, the page
no longer requires a refresh to display the newest summary.
Case States
·
Fixed an issue where the number of days spent in
a case state sometimes differed when viewing the value from the case list page
versus a case’s detail page.
Data Points
·
Fixed how complex data points are displayed in
the data points list so that they are easier to read.
·
Fixed an issue where uploading documents would
sometimes result in data points with no values.
·
Data points gathered during a conversation no
longer disappear when zoomed in or viewing the page on a smaller screen size.
Forms
·
Fixed the display of documents on the Forms page
so that, when viewing a form on a screen with smaller resolution or zoomed in
more than 300%, the PDF no longer disappears.
Suggested Tasks
·
Fixed a problem where adding an AI-suggested
task would add more than just the selected task to case worker/client task
lists.
Tasks
·
When viewing tasks on a case detail page, the
button used to drag and re-order tasks now works.
Programs
·
Fixed an issue when viewing programs from a case
detail page where program requirements (data points required to be eligible for
the program) were not properly displayed.
Grants
·
Fixed an issue where searching for grants by
name did not work if you searched by partial names, both on the Grants page and
when associating grants with payments.
📣 Feedback and Support
We’d love to hear from you!
If you have questions or feedback, reach out to support@caseamplify.com.
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