July 2026 Release Notes 26.3

Modified on Mon, 3 Aug at 4:52 PM

The 26.3 release includes many changes needed to support major initiatives in Medicaid Billing and Student Information System Roster integration. However, most of those changes will be rolled out during August and September and are not visible in bhworks at this time. On the back end, bhworks now maintains a Medicaid Service Library defining billing codes and requirements per state. These will be used to validate case notes for Medicaid Billing in the future. Also on the back end only, bhworks now supports uploading student rosters from Infinite Campus via the OneRoster standard. Support for the Michigan Data Hub as well as front-end functionality to easily add students to bhworks from the roster are coming in time for the new school year in August.


Changes visible in bhworks now are described below.


Smaller bug fixes, performance improvements and infrastructure upgrades are also included in the release but not detailed here. The map component used in making referrals to external providers has been upgraded to a more secure and HIPAA-compliant option.


For more information on new functionality or to request it is turned on for your organization, please contact support@mdlogix.com.


 Indicates a feature that may need a request to turn on for your organization.


TABLE OF CONTENTS



Tasks / Documents


Capture CASII/LOCUS Level of Care Assessment for a participant (Nevada)  


Users with the Healthcare Professional, Social Services Personnel, Organization Manager and/or Nurse role can now capture a Level of Care assessment document in bhworks when a CASII/LOCUS assessment is done. This information will be used to validate case notes for Medicaid Billing where required (Nevada).


  • Click Complete for a CASII or LOCUS task on the participant’s task list


  • You will be prompted to fill out details about the assessment



  • After saving, you will see the the Level of Care Assessment document on the participant’s Documents tab



  •  You can also view the record from the task list



User Management


New Credentials (Michigan)


The credentials RBT- Registered Behavior Technician are now available to be assigned to users in Michigan.



New Role option (not operational)


A new role option related to participant Medicaid Eligibility is now visible in the role assignment section of the new/edit participant page. This role is related to functionality to be included in an upcoming release and is not yet operational.



Dashboards and Reports

PHQ-Adolescent Triage report  

  • Organizations using the PHQ-Adolescents for universal screening will be able to run a report showing the critical items, score, and severity level for all students who completed the screen. This allows high risk students to be triaged for follow-up, in addition to the individual report that is currently generated. 

Program Enrollment Report 

  • Organizations using the Participants: Program Enrollment Report now have the ability to select a specific month or enter a custom range to filter the report for the necessary time period. 


3rd-Party Billing


When sending Consent, Plan of Care or Case Note records to a third party such as Relay or PCG-Edplan for Medicaid Billing, bhworks will now send the student’s district at the time the record was created. This allows the correct information to be provided to our partners in the event that the student changes districts.


In addition, validations have been added to capture records that have no district assigned, so that bhworks does not send data that billing partners cannot import. The missing district code can occur if organization setup is incomplete.


Bug fixes


  • Billing Review Report: Exported checkbox has been replaced with dropdown allowing user to filter by All, Yes, or No

  • Billing Review Report: Exported Date column now shows Exported Date rather than Review Date

  • Billing Review Report: Case notes reviewed after the expected dispatch date are now included in the subsequent dispatch

  • Referral dashboards: Resolved issue causing some referrals to not update from draft to active status in the reporting data store when submitted 

  • Fixed intermittent disabling of filters on Participants List

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