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What's new in this release: Release 153 Notes

• Added @Mentions Feature

• Added Support to BPM for HSA, FSA, and Commuter Benefit Plans

• Added a "Last 365 Profit" View, BI Report and BI Report Widget

• Added Ability to Set Case Discussion Link Expiration for External Users

Last Month: Release 152 Notes

• ClientSpace User Interface Refresh

• Added Announcements Widget

• Added Ability to Include "Immediate Supervisor" on Email Templates

Attachments and Templates

See Attachments and Templates to download attachments and template files.

Service Plans

Do you need more personalized attention? See ClientSpace Service Plans for details.