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Release Notes - Q1 - 2026

Charles Fox

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Q1 Release Notes

CRM Annual Updates

  • What:

    • Updates on all calendar observances and Stark II Allocation limit for the year 2026.

  • Why:

    • Keeping holiday observances up to date in the CRM ensures teams plan events and routes around real-world constraints so field activity aligns with healthcare calendars, avoids wasted visits, and maximizes impact.​

    • Keeping Stark II allocation limits up to date and easily referenceable in the CRM enables teams to plan engagement and spend appropriately, reducing compliance risk while protecting field productivity.​

  • Who:

    • CRM All Users

  • Location:

    • Calendar > Observances

    • Expenses > Stark || Allocation Limit

  • Released in January 2026

Coaching Enhancements: Session Name

  • What:

    • Added Session Name in Coaching Sessions

  • Why:

    • It can be difficult for a rep or manager to quickly locate a specific session when there isn't a unique name. With this feature, locating a specific session will be easier.

  • Who:

    • CRM Sales Rep and Managers

  • Location:

    • Web > Coaching

    • Mobile > Coaching

  • Released in February 2026

Sales Territory Management Workflow Update

  • What:

    • Added searching and filtering to the Sales Territory Management page.

  • Why:

    • It is difficult to determine which territories are missing managers, associations, or address information, causing permission and visibility issues that negatively affect usability.

  • Who:

    • CRM Admin

  • Location:

    • Web > Settings > Sales Territory Management

  • Released in February 2026

New Feature: Mileage Assist

  • What:

    • Automated Mileage tracking & reporting tool in Marketscape CRM.

  • Why:

    • By embedding Mileage Assist directly into the CRM workflow, agencies gain verified, location-based mileage data, standardized reporting, and clear insight into travel spend. Mileage Assist helps reduce overpayments, strengthens trust with reps, and turns mileage from a cost center into a controlled, auditable process.

  • Who:

    • CRM Sales Reps, Managers, and Admins

  • Location:

    • Mobile > Home / Events

    • Web > Reporting > Mileage

      • Mileage Assist Summary Report

      • Mileage Assist Details Report​​

  • What you should know:

    • This is a paid feature

    • Savings of 10-20% on mileage reimbursement.​

    • Improves data quality for accounts, contacts, and assignments​

    • Provides managers with visibility into travel patterns, expenses, and operational efficiency.​

  • Released in March 2026

New Feature: Leads Reporting

  • What:

    • Create a new Leads section in Reporting, along with standard reports, complete with saving, favoriting, and scheduling functionality to improve consistency and save users time.​

  • Why:

    • Reps and managers must rely on manually creating and generating Views for reporting on new patient leads, which can result in:​

      • Inconsistent reporting due to varied views on different metrics and fields.

      • Lost time spent creating or updating views.

  • Who:

    • CRM Managers and Sales Reps

  • Location:

    • Web > Reporting > Leads

  • Released in March 2026

Duplicate Tool Updates

  • What:

    • Redesign and enhance the Duplicate Finder user interface to improve clarity, usability, and overall efficiency.

  • Why:

    • The current Duplicate Finder tool is difficult to navigate and review efficiently. Users may struggle to identify true duplicates and take action, which can lead to delayed cleanup, accidental merges, or ongoing data inconsistencies in CRM.​

  • Who:

    • CRM Managers and Admins

  • Location:

    • Web > Account/Contact/Referrals/Orders/Leads

  • Released in March 2026

Trella Inferred Parent Network (TIPN)

  • What:

    • Added a new column and card for TIPN​

  • Why:

    • TIPN connects provider organizations under a unified entity to reveal agency affiliations and the true market share of enterprise and parent organizations​

  • Who:

    • CRM All Users with Market Spotlight

  • Location:

    • Web > Market Spotlight/Sales Spotlight​

      • Home Health

        • Facilities

        • Agencies

      • Hospice

        • Facility

        • Agencies

      • Skilled Nursing

        • Hospitals & Agencies

        • Skilled Nursing

  • Released in March 2026

 

March, 2026

New Feature: Mileage Assist

  • What: Automate Mileage tracking & reporting tool in Marketscape CRM.

  • Why: By embedding Mileage Assist directly into the CRM workflow, agencies gain verified, location-based mileage data, standardized reporting, and clear insight into travel spend. Mileage Assist helps to reduce overpayments, strengthening trust with reps, and turning mileage from a cost center into a controlled, auditable process.​

  • Location:

    • Mobile > Home / Events

    • Web > Reporting > Mileage

      • Mileage Assist Summary Report

      • Mileage Assist Details Report​​

Other Enhancements: Web

  • Leads Reporting

    • What: Create a new Leads section in Reporting along with standard reports complete with saving, favoriting, and scheduling functionality to improve consistency and save users time.​

    • Why: Reps and managers must rely on manually creating and generating Views for reporting on new patient leads which can result in:​

      • A variety of views used with different metrics and fields causing inconsistent reporting.​

      • Lost time to creating or updating views​

    • Location: Reporting > Leads

  • Duplicate Tool Updates

    • What: Redesign and enhance the Duplicate Finder user interface to improve clarity, usability, and overall efficiency.

    • Why: The current Duplicate Finder tool is difficult to navigate and review efficiently.

    • Location: Web > Account/Contact/Referrals/Orders/Leads

  • Trella Inferred Parent Network

    • What: Added a new column and card for TIPN​

    • Why: TIPN connects provider organizations under a unified entity to reveal agency affiliations and true market share of enterprise and parent organizations​

    • Location: Web > Market Spotlight/Sales Spotlight​

  • Crosswalk Automation - Export

    • What: Export any custom objects like crosswalks

    • Why: To be able to further review and validate data​

    • Location: Custom Object > Export​

CRM Mobile

New Feature: Mileage Assist

  • What: Mileage Assist is a paid add-on for Marketscape CRM that adds a simple check-in step to the event workflow.

  • Why: When mileage tracking lives outside the CRM, reps lose time manually logging travel and agencies lose confidence in the numbers. Inaccurate reimbursements, inconsistent reporting, and limited visibility into travel costs create unnecessary friction and financial risk.​

  • Location: Mobile > Events

New Feature: Session Refresh

  • What: Session refresh is an enhancement to the existing CRM mobile application that improves both actual login processes and perceived security using Face ID or Touch ID.​

  • Why: Security – Protects PHI with a reauthentication workflow based on biometrics.​

  • Location: Mobile > Login

New Feature: Trella Inferred Parent Network

  • What: Added a new column and card for TIPN​

  • Why: TIPN connects provider organizations under a unified entity to reveal agency affiliations and true market share of enterprise and parent organizations​

  • Location: Web > Market Spotlight/Sales Spotlight​

Versions Released

  • Android:

    • 26.3.1 (03/09)​

    • 26.3.2 (03/24)​

    • 26.3.3 (04/02)​

  • iOS:

    • 26.3.1 (03/09)​

    • 26.3.2 (03/24)

 

February 28, 2026

CRM Web

New Feature: Coaching Enhancements: Session Name

  • What: Added Session Name in Coaching Sessions
    • Why: Introduce a new field present on sessions called "Session Name" to allow for unique naming that can be easily search on web and mobile to find a session more quickly.
    • Location: Web > Coaching

New Feature: Sales Territory Management Workflow Update

  • What: Sales Territory Management Workflow Update
    • Why: Improved table usability by adding search, sorting and new columns so admins can locate territory faster and view more relevant information.
    • Location:
      • Web > Settings > Sales Territory Management

Other Enhancements: Web

  • What: Display No Data Found on the Associated tab
    • Why: Improved calendar clarity by displaying a “No Data Found” message on the Associated tab when no accounts or contacts are available.
    • Location: Web > Calendar > Associate Account / Contact
  • What: Added Delete Saved Report button
    • Why: Users can now delete saved reports directly from the report view, making it easier to manage and maintain a clean and relevant list of saved reports.
    • Location: Web > Reports > Saved Report
  • What: Expense Report Enhancements
    • Why: Expense Reports now display the Account Owner and include a view function that enables direct navigation to the related account page for faster access to account information.
    • Location: Web > Reports > Account Expenses

CRM Mobile: 

New Feature: Coaching Enhancements: Session Name

  • What: Added Session Name in Coaching Sessions
    • Why: Introduce a new field present on sessions called "Session Name" to allow for unique naming that can be easily search on web and mobile to find a session more quickly.
    • Location:
      • Mobile iOS> Coaching
      • Mobile Android > Coaching
  • Versions Released
    • Android: 26.2.2 (02/03)
    • iOS: 26.2.2 (02/03)

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