StoriiCare is constantly working towards powerful new features and product improvements. Here’s a brief overview of our latest updates:
Quick-Look Highlights
- AI Support Agent – 24/7 conversational help on our Support page in any language
- Stored Signatures – save once, insert anywhere
- Open Participant in New Tab - multitask with multiple profiles
- Billing Plans Export - full plan data in one spreadsheet
- Recent Actions for Payments - who-did-what audit log
- HHAeXchange Export - direct CSV for HHAX billing workflows
➡ Meet Our AI Support Agent
Need help at 3 a.m.? Visit the Support page and chat with our brand-new AI Voice Agent. Trained on StoriiCare documentation, it’s available 24/7 to conversationally assist you by answering feature questions, pointing you to guides, and resolving common queries. It works in multiple languages, too! Read more.
➡ Stored Signatures
Standardize and speed up form completion with personal e-signatures:
- Click your profile photo (top-right).
- Select Settings › Account.
- Draw your signature.
- Click Save.
Now, any time you fill out a Form or Assessment, tap Insert Signature to drop your saved autograph instantly—no more scribbling with a mouse or track-pad.
➡ Open Participant Profile in a New Tab
A top-voted feature request is here! From Participants, right-click any name (or use Ctrl/Cmd-click) and choose Open link in new tab. Compare profiles side-by-side or keep a resident dashboard open while you work.
➡ Billing Plan Export
Need a master list of every billing plan with dates, services, fixed fees, discounts, and more? Head to Billing › Billing Plans and hit Export CSV. Analyze or share your plan data with zero copy-and-paste.
➡ Recent Actions for Payments
Transparency made easy: open any payment in Billing › Payments to see a time-stamped log of everything that’s happened—additions, reconciliations, voids, who performed each action, and when.
➡ HHAeXchange Export
Agencies billing through HHAeXchange (HHAX) can now generate a compliant CSV straight from StoriiCare.
One-time setup
- Billing › Settings › HHAeXchange Export
- Enter your Agency ID.
- Map FaceSheet fields for Patient ID, Authorisation Number, and Procedure Code.
Tip: Add these custom fields to participant FaceSheets first if you haven’t already.
To export
- Go to Billing › Invoices.
- Filter for the invoices you need.
- Click Multi-select ✓ → choose invoices → Bulk Actions › HHAeXchange CSV → Submit.
- Your CSV downloads instantly, ready for upload to HHAX.
Thank you for continuing to shape StoriiCare with your feedback and ideas. Keep them coming, and we’ll keep building the tools that make your work easier every day. See you in next month’s update!
❤ from the StoriiCare Team
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