Financing Portal, Provider Portal Expansion, and CMS Integration Improvements

Version 2026.3.3 introduces a dedicated financing portal for staff, expands what medical providers can see in their portal, and delivers a round of improvements to CMS integrations, document signing, liens, and SMS matching.

Financing Portal

Staff now have a dedicated workspace for managing client financing from start to finish.

• Full financing workspace: The financing portal supports the entire loan lifecycle — submitting loan applications, uploading supporting documents, and managing case records for financing requests, all in one place

Provider Portal Expansion

Medical providers can now see a more complete picture of the cases they are involved in.

• Richer provider case views: Providers now have access to reductions, tasks, reports, and case status information directly in the provider-facing app — giving them the context they need without requiring back-and-forth with your firm

CMS Integration Enhancements

Several improvements make your connected case management systems more reliable and consistent.

• CasePeer case ID tracking: Imported cases now display their CasePeer case ID throughout the portal, making it easy to trace any case back to its source record
• Consistent CMS behavior: The integration layer has been standardized so all connected case management systems behave consistently when connecting and syncing data
• Neos auto-close sync: Cases closed in Neos now automatically close in Quilia, keeping case status in sync without requiring manual updates

SMS Improvements

• Multi-client case matching: Incoming SMS messages are now correctly matched to cases that have multiple clients, improving reliability for firms managing multi-party cases

Document Signing

• Improved typed signature rendering: Typed signatures now render more accurately in signed documents, with a per-document toggle to enable or disable typed signature support
• Smoother submission experience: The signing submission flow has been improved for a cleaner completion experience for your clients

Add Lien Flow

• Simplified Add Lien dialog: The Add Lien dialog has been redesigned with a new-patient-first approach, reducing the number of steps needed to add a new medical provider lien to a case

Phase Messages

• More reliable message scheduling: Phase messages now use an upgraded scheduling backend for more reliable and consistent message delivery

Bug Fixes and Stability

• Phase messages: The save button was incorrectly disabled when only the subject line was changed — this has been resolved. Phase messages also now follow the correct case phase order when displayed
• CaseChat: MMS media attachments were showing as empty message bubbles and now render properly. An issue where the chat page was unintentionally adding case members as chat participants has also been removed
• Financing portal: A server action export issue that caused errors in the financing portal has been fixed