Product Update - April 14, 2026

Procurement Ordering & Inventory Management — employee supply ordering with warehouse inventory and vendor integrations

The Procurement app now includes a full ordering and inventory management system. Employees browse a supply catalog filtered by their practice or location, add items to a cart, and submit orders that route through the existing requisition approval workflow. On the operations side, logistics teams manage a warehouse inventory with stock adjustments, CSV import/export, and a fulfillment queue that automatically deducts inventory when orders are fulfilled. Vendor integrations with Staples and Grainger allow catalog search and order placement alongside manually managed items — all shown in a unified catalog view. Quarterly chargeback reports by cost center and a low-stock alert system round out the feature set.

Use case: A clinic coordinator at a multi-site healthcare organization orders gloves and syringes from the supply catalog, the order is approved by a manager, and the logistics team fulfills it from warehouse stock — all tracked against the site's quarterly supply budget.

Available in: Procurement → Supply Ordering, Inventory Management, Vendor Integrations, Reports

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Benefits Plan Summary Download — view or download plan documents from the enrollment details page

Employees enrolled in a benefits plan can now access their plan summary PDF directly from the enrollment details panel and the plan page. Both a download button and an in-browser viewer are provided, so employees can review coverage details, deductibles, and provider networks without contacting HR or navigating to an external portal. Admins can attach the plan summary PDF when setting up or editing a plan.

Use case: An employee reviewing their medical coverage before a doctor's appointment opens the enrollment details sidebar and downloads the plan summary PDF in seconds, without filing an HR request.

Available in: Benefits Management → Enrollment Details → Plan Summary

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Benefits Enrollment Admin Controls — delete enrollments, backdate terminations, and prevent duplicate coverage records

Administrators now have finer control over employee enrollment records. A per-row Actions dropdown allows deleting a mistaken enrollment entry outright. Termination dates are no longer locked to today — admins can backdate a termination to the actual coverage end date, correcting cases where an error left phantom coverage months on the record. The system also now blocks an employee from having both an active and a waived enrollment on the same plan simultaneously, and bulk enroll or waive operations display a summary of any records skipped due to conflicts.

Use case: An HR administrator who accidentally bulk-enrolled a group of employees on the wrong plan can delete the erroneous records and re-enroll them correctly, with no coverage gaps or phantom entries in the system.

Available in: Benefits Management → Admin → Enrollments