What’s New? CMH Feature Updates to optimize your casework!

Coming Soon – August 2026 Case Management Hub Features

New Case Management Hub updates to save you time and give you more ways to run your organization from one place.

Available in All Plans:

New Table Control 
  • Edit, show, and hide table columns to see only what matters to you
  • Add up to 3 optional custom notes columns for the details you track most
Save Views 
  • Save your filtered views, and create a default so your tables always open the way you like 
Add Multiple Clients Manually
  • Add multiple clients manually in fewer steps, without uploading a file

Available in the Plus & All-in-One Plans:

Billing  
  • Bill clients directly and manage invoices and payments in CMH
  • Connect your Stripe account to CMH
  • View reporting for revenue, past due invoices, and more
Report Templates  
  • Select from a wide range of ready-made report templates
  • Save time building reports from scratch
More Custom Reports  
  • Build custom reports across more areas of CMH (tracking, appointments, billing & more)

Available in the All-in-One Plan:

Webpage Builder  
  • Host your website pages on CMH at no extra cost
  • Build pages yourself with a simple drag-and-drop editor
  • Create public and private pages, and track visits
Classes & Events
  • Create registration pages for classes or events
  • Send invitations and track attendance in one place
Staff Scheduling
  • Track staff working hours
  • Schedule your team directly in CMH
Want to see these in action?

Coming Soon

  • Referral Forms – Find your referral forms right from your referrals page
  • Customize Sidebar – Customize the items on your navigation sidebar, save for yourself or all staff
  • Program View – Save client profile layout per program & switch to a program-specific view
  • Help & Learning Center – One place for support, FAQs, tutorials & more

Released July 2026 Case Management Hub Features

We recently rolled out a set of updates to Case Management Hub that give you more control, better visibility, and simpler ways to get things done.  

Available in All Plans:

Client Management  
  • See a snapshot of each client with a new card view  
  • Track program history and see a client’s full journey 
  • Merge duplicate profiles to clean up extra entries 
Access Controls  
  • Edit custom permissions for detailed access controls 
  • Track account activity with the audit log  

Available in Plus & All-in-One Plans:

Forms & Organization  
  • Keep forms organized with form categories  
  • Add & send PDF/Word format forms 
Want to see these in action?

Coming Soon (in the next few weeks)

  • Billing – bill clients directly. Manage invoices & payments (Plus & All-in-One plans)
  • Website Builder – build your site and pages (no code required!) (All-in-One plan)
  • Classes & Events – promote & track attendance easily (All-in-One plan)
We continue to enhance the platform as you provide us with feedback. Please keep it coming!  

Thinking about switching plans to get a new feature? Compare plans here or on your subscription page.

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