2024.07.10 Platform updates, bug fixes, and coming soon Platform Updates: - AI enhancements for CheckUp Calls - CheckUp Call generated Opportunity AI summaries listed on card view - CheckUp Calls now have AI summaries on the call detail page - Call transcripts are automatically generated for each CheckUp call on the call detail page - Cortex Perception Index (CPI) added Bug Fixes: - Employee Sent Giftcard Report fixes - “Status” filter - Some employees show up more than once on...

2024.06.12 Bug fixes, feature highlights, and coming soon Bug Fixes: - Annual Satisfaction Report missing some categories - Some email links directed users to old platform Feature highlights: - Effortlessly send and receive patient referrals using Cortex’s free [Transition Manager](https://portal.cortexhc.com/shared-inbox/list?start=2024-05-27T06:00:00.000Z&end=2024-06-12T06:00:00.000Z&event_types=transition&inbox=inbox) tool. Email success@cortexhc.com Coming soon: - Exciting new Tra...

2024.05.15 Platform updates, bug fixes, feature highlights, and coming soon Platform Updates: - Transition Manager - Updated transition page layout and fields - Receivers must select a decline reason if declining a transition - Status icons indicate the status of the transition for each service line - SMS (text message) alerts now available for Transition Manager - Archive and Star transitions in the Shared Inbox - Transition view indicator for sending location displays how many v...

2024.04.10 Platform updates, bug fixes, feature highlights, and coming soon Platform Updates: - Transition Manager - Simplified input for discharge details - Smarter referral matches based on service area, payer, and network preferences - Visibility on which locations viewed your referral - Access more comprehensive patient information within the transition - Archive and star referrals from the Shared Inbox - Location logos as a part of Transition Manager & Community Directory pag...

2024.03.15 Bug fixes, feature highlights, and coming soon Bug Fixes: - Overflowing text on Additional Analytics search bar - Spacing issue on RN notes for certain call outcomes Feature highlights: - Don’t forget to close out each Opportunity to accurately track progression the [Opportunity Analytics](https://portal.cortexhc.com/analytics/opportunity-analytics) report. - Join the Cortex team for our monthly general training session for new users or anyone interested in a refresher on th...

2024.02.14 Platform updates, bug fixes, feature highlights, and coming soon New: - Action buttons available on Shared Inbox - [Opportunity Analytics](https://portal.cortexhc.com/analytics/opportunity-analytics) report to keep your team accountable for acting on Opportunities in the Cortex platform - [Survey Analytics Leaderboard](https://portal.cortexhc.com/analytics/survey-leaderboard) page for location comparison metrics - Command + click now opens up pages in a new tab Bug Fixes: -...

2024.01.10 Platform updates, bug fixes, feature highlights, and coming soon New: - Employee Sent Survey Report enhancements - Additional filters added - Duplicate sent survey statuses per employee removed - Card view is now the default for the shared inbox (you can choose to make your default the list view if desired) - Home page routing per user type - Customer vs. Transition Manager only Bug Fixes: - Unable to leave notes or tag users on some patient profile pages - Employee ...