StoriiCare is constantly working towards powerful new features and product improvements. Here’s a brief overview of our latest updates:

Quick-Look Highlights

• Direct Claim Submissions (Stedi) – Submit 837 claims directly through our new clearinghouse partner without leaving StoriiCare
• Run Eligibility Checks in StoriiCare – Confirm active coverage, benefits, and payer details without leaving StoriiCare
• Participant Profile Creation Using Forms – When a form is submitted, a profile can be created, enhancing your enrollment process
• Care Plan Templates –  Pre-fill sections of a Care Plan within specific categories
• NEW Compliance Dashboard – Set up automated compliance checks for the Face Sheet, Vital Signs, and Notes
• Progress Notes Templates – Load structured templates right inside Progress Notes

Smaller Updates

• MAR Chart – Selection enabled for the following month so you can print ahead of time
• Alphabetized Filters – Apply your preferred sorting setting on the Staff and Participant tabs, Groups, and Schedule
• New Tasks Icon – Tasks that are triggered automatically by system automations now display visual indicators.

🧾 StoriiCare × Stedi: Direct 837 Submissions

We’re excited to announce that StoriiCare now offers direct integration with Stedi, our preferred clearinghouse partner. StoriiCare now integrates directly with Stedi’s network!

• Use Stedi’s user-friendly web portal to submit eligibility checks and claims (costs are covered for StoriiCare clients).
• Submit claims to Stedi directly from your StoriiCare account.

Why This Matters for You

• Faster, API-first workflow: Streamline eligibility and claim submissions all within StoriiCare.
  
• No hidden costs: Submit claims and eligibility checks at no extra charge to your facility.
  
• Peace of mind & compliance: This integration supports full audit trails, remits, and payer responses.

Check out this article: StoriiCare & Stedi Partnership

✅ Run Eligibility Checks in StoriiCare

An Eligibility tab is now accessible in Billing. From here, users can run eligibility checks for participants by entering a participant’s Name, Member ID,  Payer, and the requested service type codes. The Status column will show whether a claim is Active or Failed. Clicking into an eligibility check will provide more detailed information about the participant’s plan and benefits.

Check out this article: How to Run Eligibility Checks in StoriiCare

🙂 Participant Profile Creation Using Forms

Enrolling new participants just got easier! Forms can now automatically create participant profiles when submitted - whether completed internally by staff or externally by families. Key data can be mapped directly to the Face Sheet using Linked Properties, reducing duplicate data entry and admin work. This update makes it simpler for prospective clients to complete enrollment paperwork from home while ensuring profiles and critical information are ready in StoriiCare the moment a form is submitted.

This update can be applied to your existing forms on StoriiCare. Simply head to the settings of any form and ensure ‘Allow Client/Participant Creation’ is checked - follow the new prompts on the Form Builder to align any required setup fees. Keep a lookout for a dedicated webinar on this update in the New Year!

Check out this article: Participant Profile Creation Using Forms

📋 Care Plan Templates

Care Plan Templates are here to help teams save time and standardize care planning. Templates allow you to pre-fill sections of a Care Plan within specific categories, making it easy to apply consistent language across multiple participants - ideal for shared diagnoses or state-required formats. Staff can now load a template when adding a Care Plan, reducing repetitive typing, minimizing errors, and ensuring a consistent, person-centered approach across your organization.

Check out this article: How to Use Care Plan Templates

🚩 NEW Compliance Dashboard

We’re excited to introduce the new Compliance Dashboard in StoriiCare, now accessible directly from the left-hand sidebar. This powerful new feature lets you set up your own system compliance checks so you can proactively monitor data completeness and care requirements across your organization.

Compliance checks can be configured for Vital Signs, Notes, and the Face Sheet, with additional modules planned for future releases. The Compliance Dashboard provides a clear compliance rating, with fully customizable thresholds to match your internal policies and regulatory requirements.

For example, you can track whether monthly vitals are being completed every 30 days or confirm that critical fields—like Allergies on the Face Sheet—are populated for every participant. It’s an easy, flexible way to stay audit-ready and confident in your data.

Check out this article: A Guide to Using the Compliance Feature

✍️ Progress Notes Templates

Give staff a consistent framework for documentation with reusable templates. Great for SOAP notes, Shift Handovers, Wound Care Follow-ups, and more. Head to Progress Notes settings to enable this functionality and create your own Note templates!

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Check out this article: How to Use Progress Note Templates

💊 MAR Chart: Print Next Month

You asked for it: MARs can now be prepared before the new month begins.

How it works:

• From MAR, choose the next month in the selector and download/print the full monthly MAR in advance—no more waiting until the 1st.
  

🔤 Alphabetized Filters

To improve consistency and discoverability, the Staff and Participant filters across StoriiCare’s features will display in alphabetical order. 
To establish your preferred order (A to Z, or Z to A), go to the Staff and Participant tabs and click on the Sorting button (right side). This setting is specific to each staff member.

Furthermore, users can now sort Groups and Schedule entries, as well as exports, alphabetically. To do this, click on the Sorting button (on the right) to apply your preference.

Check out this article: How to Alphabetize Participant Lists

➡️ New Tasks Icon

A green arrow appears when a task is generated on sign-in, and a red arrow appears when it is generated on sign-out. This makes it easy for users to quickly identify which tasks are being automatically created. These icons—along with a lightning bolt—also appear in Recent Actions for any tasks triggered by an automation.

Check out this article: How to Set Up Scheduled Tasks

Questions or ideas for what we should build next? We’d love to hear from you. Your feedback fuels StoriiCare—see you for the next update

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❤ from the StoriiCare Team