Release Notes - Q2-2025

June 25,2025

• Latest Medicare Advantage Data Upgrade!

  • What: Physician Explore > Vendor Annual Patient Count (MA)

    • Why: Helps identify physicians actively engaging with MA population at a more up to date view than older datasets (e.g. 2022)

  • What: SNF Explore > Vendor Annual Patient Count (MA)

    • Why: Helps identify SNF actively engaging with MA populations at a more up to date view than older datasets (e.g. 2022)

  • What: Facility Analyze > Destinations > Vendor MA SNF Destinations by Payer

    • Why: Get a detailed view of where hospitals & HHA’s Medicare Advantage patients are going, broken down by SNF and payer. Analyze affiliation strength, patient volume, and payer alignment to assess market positioning and inform strategic partnerships, contracting, and competitive positioning

  • What: Facility Analyze > Medicare Advantage > Vendor MA Patient Volume

    • Why: Helps prioritize high-impact referral partners by understanding the volume of MA patients and MA payer names. Align with hospitals and HHAs that treat your target MA audience. (e.g., if you are targeting Humana MA patients, understand the hospitals and HHAs that are treating those patients)

  • What: SNF Analyze > Sources > Vendor MA Facility Sources by Payer

    • Why: Track where MA patients are coming from—by facility and plan. Understand your competitors’ referral patterns, payer mix, and affiliation strength to make smarter strategic decisions

  • What: SNF Analyze > Medicare Advantage > Vendor MA Patient Volume

    • Why: Understand your competitors’ MA payer mix to define targeting strategies and identify opportunities to grow your own share across key MA payers

  • What: Physician Analyze > Destinations > Vendor MA SNF Destinations

    • Why: See which agencies are currently top-of-mind for a physician—helping you understand your current positioning or uncover new referral opportunities

  • What: Physician Analyze > Medicare Advantage > Vendor MA Patient Volume

    • Why: Helps prioritize high-impact referral partners by understanding the volume of MA patients and MA payer names. Align with physicians that treat your target MA audience. (e.g., if you are targeting Humana MA patients, understand the physicians that are treating those patients)

  • What: Added Latest MA Data to Latest Claim Data field in top right hand corner of the solution

    • Why: Provide transparency on the data timelines being displayed in the solution

• New Real-Time Support Chat!

  • What: Added the ability to chat with support in real-time. Located in the question mark on the bottom right-hand of the screen.

    • Why: Give users instant access to help directly within the platform

May 29, 2025

Location Filters > After selecting a State/County/City in the location filter, an abbreviation of the selection will appear at the top of the column header

• What? Example: After selecting a state in the location filter, the state's abbreviation will appear at the top of the County sub-filter to indicate that the displayed counties belong to the selected state
• Why? Better user experience by clarifying the data shown

Admin > Users > Add/Edit Users - Add SyncID for Users

• What? Add ability to update SyncID for Users
• Why? Allow admin users the ability to update user accounts with sync IDs as part of the integration process for CRM

May 2, 2025

1 - ALF/LTC Data Updated with the latest data through 4/1/25

2 - Explore > Location Filters > Updating data source for location filters

• What? - Previously, the Location filter displayed ZIP codes corresponding to NPI ZIPs for which Medicare FFS & Vendor data is available. We are updating the underlying data source to display all ZIP codes available within the filter.
• Why? - Better user experience to show all available ZIP codes, even if data within that ZIP code is not present

3 - Reports > MA Details > Remove rows with no data

• What? - For all Utilization tables on each MA Details page, location rows without corresponding data will be removed.
• Why? - Enhancing the user experience by removing empty or non-informative elements to optimize space utilization.

4 - Analyze Pages > Patient Population > Patient Location - County > Changed "Other" Counties to "Aggregated <11"

• What? - Changing wording from "Other" to "Aggregated <11"
• Why? - Providing a clearer representation of the data, as aggregated <11 county options include any counties where fewer than 11 patients were serviced based on patient location.