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Built in public · updated October 7, 2026

Our roadmap. No surprises

Everything on this page is either shipped, being built right now, or committed without a date. We update it the day a feature moves between columns, not at the end of a release cycle.

Shipped
42
Available in production today
In progress
1
Building right now
Planned
0
Committed, no date attached

Shipped

Available today.

42

NHSN HCP influenza vaccination summary

Reporting

NHSN's personnel categories by its five outcomes, for everyone who worked at least one day from October 1 to March 31, with a line list behind every number and a pre-flight check of what to fix first. Downloads in the format of NHSN's own CSV import template for a single facility. It does not submit anything to NHSN: your facility enters or uploads the numbers under its own account.

Medical surveillance programs with automatic enrollment

Clinical

Define a program once, and employees are enrolled automatically when a department, job title or other value on their record matches it. A due and overdue queue shows who needs what.

Respirator fit-testing records

Compliance

Protocol, fit factor, make, model and size held as structured records under 29 CFR 1910.134, with the annual due date tracked and a bulk entry screen for a fit-test day.

Hearing conservation and audiogram tracking

Compliance

Audiograms by ear and frequency, with the standard threshold shift worked out on save, age-corrected, under 29 CFR 1910.95.

Return-to-work cases

Clinical

Each case linked to the incident it came from, with restrictions, light-duty assignment, target return date, clearing provider and clearance.

SOAP clinical notes

Clinical

Subjective, objective, assessment and plan, written against any record, signed and optionally countersigned.

Post-exposure follow-up

Clinical

Follow-up draws scheduled automatically from the exposure date, on a schedule you can configure, with the source-patient detail on the same record.

Workers' compensation cases

Clinical

A claim linked to its incident: claim number, carrier, status, indemnity and medical paid, reserve, and temporary disability days.

State jurisdiction packs

Compliance

California and Washington obligations on top of the federal baseline, included in every plan and switched on automatically for the clinics they apply to.

OSHA ITA submission file

Compliance

The electronic submission file for OSHA's Injury Tracking Application, with a pre-flight check that names what to fix before you upload.

Redacted Form 301

Compliance

The copy of a 301 an authorized employee representative may be given, with the identifying details removed.

On-screen activity summary for an employee

Clinical

Everything recorded for one employee, on one screen, in date order.

Bulk employee activation

Platform

Activate or deactivate many employees in one action instead of one record at a time.

Two-step verification

Security

Staff accounts can add a second step at sign-in with an authenticator app, with single-use recovery codes.

Import rollback

Platform

An employee import can be undone in full until anyone records anything against an imported employee.

17 record modules

Clinical

Examinations, immunizations, incidents, exposures, treatments, conditions, leaves, vitals, credentials, work restrictions, lost time, root cause analyses, costs, payment sources, family members, record requests, check-ins. Every module follows the same pattern.

OSHA 300 / 300A / 301 generation

Compliance

Annual log, summary, and per-incident report rendered in their legally-mandated layout. Ready to post by February 1 in one click.

Employee self-service portal

UX & Mobile

Employees see their own health records, sign assigned documents, view appointments, and update their contact info without calling your employee health team.

Document management + e-signature

Compliance

Upload policies once, assign to any employee or group, and collect typed e-signatures via secure token links. No login required to sign.

Scheduling with automated reminders

Clinical

Calendar per organization with the full lifecycle (scheduled → complete / canceled / no-show), plus automated and manual email reminders.

Multi-organization support

Platform

One platform serves multiple facilities, healthcare districts, or counties, with strict per-organization data isolation enforced at the database layer.

Five role-based access levels

Security

Super admin, organization administrator, manager, user, and employee roles with permissions enforced consistently across every screen.

PII encryption at rest

Security

Names, SSNs, dates of birth, addresses, and phone numbers encrypted in the database with AES-256. Sensitive fields masked by default in the UI.

HIPAA-aligned posture

Security

Built for HIPAA-sensitive data from day one: encryption at rest, per-organization isolation, and audit logging on every health record.

Tamper-evident audit log

Security

Every read, change and export of a health record is logged with the user, the time and the IP address. Reviewable by administrators and exportable for surveys.

50+ built-in reports

Reporting

Absence, call-ins, conditions, demographics, examinations, immunizations, incidents, roster, and schedule reports, exportable to CSV, Excel, and PDF.

OSHA privacy case tracking

Compliance

Privacy-case handling per 29 CFR 1904.29. Sensitive incident types stay confidential and are still reported accurately.

Root cause analysis

Clinical

Full RCA with Joint Commission sentinel-event flag, action items, and follow-up tracking attached to every incident.

Lost time tracking

Compliance

Days away, restricted days, workers' comp, and FMLA, captured per incident and rolled up to the OSHA 300 automatically.

Bulk employee import

Platform

Upload an Excel roster and preview every row, with per-row validation errors and duplicate detection, before confirming the import.

Dashboard with live charts

Reporting

Flu shots, incident trend, and expiring credentials, refreshed in real time from the underlying records.

Legacy data migration

Platform

Bring 5+ years of historical employee health, incidents, immunizations, and credentials from any prior system.

Knowledgebase for portal users

UX & Mobile

In-product help so employees and staff can self-serve common questions without opening a support ticket.

Search via blind-index

Security

Search encrypted employee names without decrypting the underlying field, using a privacy-preserving HMAC index.

Managed pick-lists across the record

Platform

87 fields that were free text are now curated lists (department, job title, work site, supervisor, examiner, clinic, and more), so one department stops arriving spelled four ways.

Reminders

Clinical

A working list of what is outstanding, distribution sheets by department or manager, and printed letters for employees with no email address.

Organization-authored email wording

Platform

Each organization writes the body of the messages we send on its behalf, rather than accepting a single system-wide template.

TB conversion and annual summary reports

Reporting

Two new reports: TB conversion rate, and an annual occupational-health summary with a column per month.

Tetanus and TB screening on the dashboard

Reporting

Dashboard coverage for tetanus and TB screening, alongside influenza.

Document reply and withdrawal

Compliance

Employees can answer a question at the point where they sign, and a misdirected assignment can be withdrawn.

Import history

Platform

Every import run is recorded, with the rows that failed kept and readable so they can be corrected and re-run.

Selective health-record printing

Reporting

Print everything, only the categories holding records, or a chosen set.

In progress

Active development.

1

Related and follow-up records

Clinical

Link a record to the one it follows from, so a course of treatment or a repeat test reads as a single thread.

Planned

Committed, without a date attached.

0

Nothing is committed without a date right now. If you need something, tell us: requests decide what goes here next.

Customer-led roadmap

Need a feature that's not on this page?

Every quarter we ship the most-requested customer feature, at no extra charge to the customer who asked for it. If your team needs something specific to win an internal sign-off, tell us before the deal closes. Where we can, we'll commit to it on your contract.

How we ship

A few notes about this list

We update it the day a feature moves between columns, usually once a week. The "updated" date in the hero reflects the most recent change.
No timeframes are contractual unless they're written into your specific contract. The columns are good-faith categories: "In progress" means we're actively building it now; "Planned" means it has scope and an owner but deliberately carries no public date.
It happens. If something in "Planned" stops being something we intend to build, we take it off this page and say so rather than letting it sit there forever. We'd rather drop an item than pretend.
Every quarter we tally feature requests across our customer base and prioritize the highest-volume / highest-revenue-impact item for the next cycle. Customers who request the chosen feature pay nothing extra for it.
Yes. Most "In progress" features have a beta cohort. Tell us at signing if you want in. Beta access is free; the only ask is a 30-minute feedback call when you've used it for two weeks.
Tell us. Every request counts toward the quarterly pick described above. If you need it sooner, or it applies mainly to your organization, ask for it as custom work. If we can build it, we send a quote before any work starts. The quote states the delivery date and the one-time development fee, if one applies. When the work also benefits other customers, it also states what share of that fee we cover. Custom work is available on the Professional, Enterprise, and Enterprise+ plans. It is not available on Essentials.

Have a feature that has to ship before you sign?

Most "In progress" items have a beta cohort. Most "Planned" items can be moved up the queue when a customer asks at signing. Bring it up on your demo call and we'll tell you what's possible.