What’s New
New Group Activity Function
A new Group Event Type is now available in the schedule, allowing your team to schedule and manage group-based sessions for multiple clients in a single event. This removes Elate’s previous limitation to individual client sessions and opens up support for group programme scenarios.
Finance Module Launch
This release introduces the first version of Elate’s integrated Finance Module, covering:- Reporting — visibility into service activity and financial performance.
- Invoicing — a streamlined invoicing process tied directly to support activities.
- Contract Management — clearer handling of client contracts alongside financial records.
Expense and Mileage Reporting
Your team can now record, review, and manage out-of-pocket costs and mileage claims directly within Elate. The new workflow provides clearer visibility of expense activity and a consistent input process, so claims are captured accurately rather than tracked separately outside the platform.Notes Search and Export
You can now search client notes using keywords to find the exact record you need without scrolling through history. Notes can also be exported as a CSV file, making it straightforward to produce documentation or share records with external stakeholders.Cancel Support — Notes Popup
A confirmation popup now appears whenever a support session is being cancelled. This ensures that cancellation notes are captured consistently by staff rather than left blank.Overtime & Unavailability Editing Improvements
The editing interfaces for Overtime and Unavailability entries have been reorganised for better usability, making it quicker to update records without navigating multiple steps.Bug Fixes
- Mobile App Freezing — Fixed an issue where the mobile app occasionally froze during support activity creation.
- Past Activity Status Not Updating — Resolved inconsistencies where past activities failed to update to the correct status after completion or cancellation.
- Unexpected Logout on Schedule Refresh (Chrome) — Users are no longer logged out automatically when their schedule refreshes in Chrome.
- Recurring Visit Conversion — Improved reliability when converting a one-time visit into a recurring visit, preventing data loss during the conversion.
- Inactive Team Members in Assignment List — Inactive team members no longer appear in the carer or worker assignment dropdown.
- Carers Checking Into Cancelled Visits — The Cancel button has been removed from the carer view and carers can no longer mistakenly check in to cancelled visits.
- Allergy Details Not Displaying — Fixed an issue where allergy details and linked health information disappeared from client cards.
- Paragraph Spacing & Line Breaks in Notes — Notes and descriptions now correctly display line breaks and paragraph spacing as entered.
- Support Plan Interface Stability — Enhanced reliability when viewing and reviewing changes within Support Plans.
- Support Plan Review Counter — The Support Plan review task counter now shows an accurate count instead of a static number.
- Support Plan “Actions” Button Label — Standardised the Actions button label to ensure consistency across all Support Plan views.
- Support Plan Change Alerts — Removed unnecessary system alerts triggered by Support Plan modifications.
- Finance Report Filters — Status and contract filters in the Finance Report now work reliably and return accurate results.
- Risk Assessment PDF Formatting — Risk Assessment PDFs now generate with consistent and readable formatting throughout.