---
title: Accresa | Platform Update Changelog | Accresa Team
---

[![NewAccresaLogo](https://blog.accresa.com/hubfs/Imported%20images/NewAccresaLogo.svg "NewAccresaLogo")](https://www.accresa.com/)

## Accresa Team

![Accresa Team](https://blog.accresa.com/hubfs/profile-image.jpg)

### Recent Posts

### [2022 August](https://blog.accresa.com/platform-changelog/august-2022)

 Published Jul 29, 2022 5:11:42 PM

**Clinics/Physicians**

- Debt Cancellation Feature

**Reports**

- Enrollment Activity Report (MSR Dashboard)  
    - In this report, historical data of member activity for enrollments, plan selections and coverage changes are being presented to the MSR users
- Member Payment Activity Report (MSR & Member Dashboard) 
    - Historical member payment activity including initial payment, monthly payments, failed payments, and debt payments or removals

**Employers/Groups**

- Primary member SSN is no longer required in the system for enrollments (via spreadsheet uploader & sign-up enrollment link)

**Upcoming Enhancements**

- Individual Member Contributions
- Membership Subscription Options (3, 6, & 12-months)

[Read More](https://blog.accresa.com/platform-changelog/august-2022)

### [2022 June](https://blog.accresa.com/platform-changelog/june-2022-0)

 Published May 30, 2022 11:04:09 AM

**Plan Enhancements**

- Plans can now be created with multiple age-banded tiers and pricing.
- Consultant Plans are now editable and follow the same logic as provider plan edits.

**Reports**

- Provider payment reports have been updated to include total gross plan amount and Accresa transaction fees.
- Accresa Bank Ledger and Member Receipts are white labeled

**Members**

- Whether a member is being uploaded via the spreadsheet uploader or enrolling via link, the primary member’s phone number is a required field.

**Upcoming Enhancements**

- Debt Payment Report Enhancements
- Member Activity Report for payment tracking and enrollment activity

[Read More](https://blog.accresa.com/platform-changelog/june-2022-0)

### [2022 April](https://blog.accresa.com/platform-changelog/april-2022)

 Published Apr 3, 2022 3:26:36 PM

**Plan Enhancements**

- **Plan Discounts** are now applied ‘per plan’ created by any stakeholder that has plan management user access (discounts were previously created at the Network Level and applied to all network plans). 
    - A plan discount percentage (%)’ can be applied with a member discount range (For example, you can set a discount range that if ‘2’ members under the same account enroll in the plan, they receive a 25% discount).
    - Users can add or edit multiple discounts to a single plan.
- Map Link & “XX Miles to Clinic”  removed for all virtual plans on plan search page.

**Employers/Groups**

- **Missing Payment Info (Alert) -** A new alert notification will display in the group dashboard for any employer/group that is missing banking information.
- **Member Setup Report** - Report now includes the ‘plan effective date’ (i.e., the effective date a member enrolls with a plan or provider).

**Member Enrollment (Sign-Up) Link**

- **‘Primary Only’ sign-ups (optional) -** Under the Group Dashboard, Admin Users now have the ability to make an enrollment link for member accounts as ‘Primary Only’ or ‘Allow for Dependents’ on the membership sign-ups.

**Upcoming Enhancements**

- Plan Price Tiers with Age-Banding.

[Read More](https://blog.accresa.com/platform-changelog/april-2022)

### [2022 February](https://blog.accresa.com/platform-changelog/feb-2022)

 Published Feb 1, 2022 10:44:49 AM

**New UI/UX Enhancements to Member Dashboard **

- To see an overview of the new member dashboard and enrollment experience, please click [**HERE**](https://accresa.zendesk.com/hc/en-us/articles/1500012223561-I-received-a-welcome-email-how-do-I-enroll-) to view our updated member guide for employee enrollments.
- Enrollment Link Changes – If an enrollment link has the Sign-Up functionality enabled, members are taken directly to the member account form. Once the account is created, members can enroll with a provider. For an overview of the membership sign-up process, please click [**HERE**](https://accresa.zendesk.com/hc/en-us/articles/4412176070679-I-am-trying-to-sign-up-for-a-membership-online) to view our updated member guide for independent enrollments.

**Employers/Groups**

- Custom Banner Notifications (optional) - Employer groups can be flagged to present a custom banner notification to their members. The banner notification will display on the Provider Search Page, Provider Profile, and Checkout Page.
- Email Notifications to members when a new family member is added to the account. Once the coverage is updated, an automated email notification is sent to the primary member to inform them that a new family member has been added to their account and to proceed with logging in and enrolling them with a provider.

**Upcoming Enhancements**

- Plan pricing enhancements for simplification on age-banding & family discounts.

[Read More](https://blog.accresa.com/platform-changelog/feb-2022)

### [September 2021](https://blog.accresa.com/platform-changelog/september-2021)

 Published Aug 31, 2021 9:49:48 PM

The following enhancements were implemented to the various Accresa user interfaces in previous weeks.

**Alert Notifications to Groups/Members**

- Groups can be flagged to present custom alert notifications to their members.

**Debt Reconciliation Enhancements**

- Provider payments enhanced to exclude providers in the monthly payment batch when there is an associated member debt.
- Provider debt reconciliation function processes payment to the provider when the clinic resolves debt from the member.

**Upcoming Enhancements**

- New UI/UX enhancements to the platform and member enrollment experience!

[Read More](https://blog.accresa.com/platform-changelog/september-2021)

### [August 2021](https://blog.accresa.com/platform-changelog/august-2021)

 Published Aug 1, 2021 5:07:20 PM

The following enhancements were implemented to the various Accresa user interfaces in previous weeks.

**Patient Agreement Enhancements**

- Any Network/Clinic/Provider has the option to upload a PDF agreement. Prospective members will be required to review and 'sign' before completing their enrollment. Once signed, Accresa will email the member a copy of the executed agreement with a cover page including member name, provider/plan selection, total plan cost, etc. Providers or Clinics click [**HERE**](https://accresa.zendesk.com/hc/en-us/articles/4402383674647-Patient-Agreements-Providers-and-Clinics-) to learn more. If you are a Network Administrator, click [**HERE**](https://accresa.zendesk.com/hc/en-us/articles/4403065557783-Patient-Agreements-Networks-) to learn more about this feature.

**Security Enhancements**

- Additional layers of security added to the system for certain components:

**Provider Reports**

- Terminated providers are now included in the provider report.
- Provider coverage map report now includes city and state fields.

**Payment Reports**

- Date updated to short format in all the payment reports.

**Other Enhancements**

- Provider Quick Search tool enhanced with the ability to search with Clinic street address.
- New Clinic type toggle set to Hybrid by default.
- Provider Search for members is set to show all providers in offering by default. 
- Employers/Groups have the option to display customized banner alerts to their members.

**Upcoming Enhancements**

- New UI/UX enhancements to the platform and member enrollment experience! 

[Read More](https://blog.accresa.com/platform-changelog/august-2021)

### [July 2021](https://blog.accresa.com/platform-changelog/july-2021-0-0)

 Published Jun 30, 2021 9:16:28 PM

The following enhancements were implemented to the various Accresa user interfaces in previous weeks.

**Auto-Enrollment for Members**

- This is an optional enrollment setting that, once activated, will immediately assign a healthcare provider to members you have added into the group dashboard. The system will auto-enroll members based on the provider nearest to their home address. Click [**HERE**](https://accresa.zendesk.com/hc/en-us/articles/1500012799082-Auto-Enrollment-for-Members) to learn more about this feature.

**GeoAccess Analysis Tool**

- The GeoAccess Analysis Tool generates a detailed report that allows our network and consultant partners to view provider coverage within the Accresa platform. The system intakes the home address and zip codes of where the members live and generates a report of coverage (*Can be a customized provider search within a 5, 10, 20, or 40 mile radius*). This tool helps our partners to scale the model by affiliating to other network providers via the Accresa Affiliation Manager™. For more information or to request a GeoAccess Analysis Report, please contact us at support@accresa.com.

**Patient Agreement Enhancements**

- Any Network/Clinic/Provider has the option to upload a PDF agreement. Prospective members will be required to review and 'sign' before completing their enrollment. Once signed, Accresa will email the member a copy of the executed agreement with a cover page including member name, provider/plan selection, total plan cost, etc. Providers or Clinics click [**HERE**](https://accresa.zendesk.com/hc/en-us/articles/4402383674647-Patient-Agreements-Providers-and-Clinics-) to learn more. If you are a Network Administrator, click [**HERE**](https://accresa.zendesk.com/hc/en-us/articles/4403065557783-Patient-Agreements-Networks-) to learn more about this feature.

**Consultant Dashboard**

- Verbiage updates in the system

**Payment Reports**

- Group payment reports now include a state field.

**Upcoming Enhancements**

- New UI/UX enhancements to the platform and member enrollment experience!

[Read More](https://blog.accresa.com/platform-changelog/july-2021-0-0)

### [May 2021](https://blog.accresa.com/platform-changelog/may-2021-0)

 Published May 1, 2021 12:00:00 AM

The following enhancements were implemented to the various Accresa user interfaces in previous weeks.

[Read More](https://blog.accresa.com/platform-changelog/may-2021-0)

### [March 2021](https://blog.accresa.com/platform-changelog/march-2021)

 Published Feb 25, 2021 11:44:14 PM

The following enhancements were implemented to the various Accresa user interfaces in previous weeks.

[Read More](https://blog.accresa.com/platform-changelog/march-2021)

### [December 2020](https://blog.accresa.com/platform-changelog/december-2020)

 Published Dec 1, 2020 1:10:14 AM

The following enhancements were implemented to the various Accresa user interfaces in previous weeks. 

[Read More](https://blog.accresa.com/platform-changelog/december-2020)

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