|[[Record Lock|Record Unlock]]
* The [[Record Lock]] will automatically release all records that have been locked by a user when they log out. This can be used in association with the [[#Automatic Logout|Automatic Logout]] above.
|May 2010
|+
|[[Automatically Unpack Incoming Packages|UTA Data Exchange Automatic Unpack]]
* The data exchange can now be configured to automatically unpack incoming packages.
|May 2010
|+
|[[Batch Update|Transaction Batch Update]]
* Within a [[UTA]] you can use the [[Batch Update]] function to find Transactions that are not linked to a record within the UTA (orphans) and attach them to a selected Level 1 record.
|October 2010
|+
|[[Data Exchange]]
The [[Data Exchange]] has 3 new features:
* The data exchange can now be configured to exchange Level 3 activities, restricted by [[Status]].
* [[Data Exchange Contact Creation]] can be enabled and configured to automatically create a contact upon unpack. For example the contact record for a Claimant can be created based on the First Name, Last Name, Phone Number and other details send as part of a Level 1 record.
* The [[Roles]] permitted to exchange records, notes and view the Exchange History can now be controlled with a Manager Permission. (Everyone will be selected by default)
|October 2010
|+
|Aggregation UTA
* Creating an aggregation UTA will facilitate creating reports that span multiple related UTAs by defining the association between equivalent fields in each UTA.
|May 2011
|+
|Data Exchange
* Settings have been added to specify "preserve template", "preserve type", "reject new template" and "reject new type" (Level 2 and Level 3). Additionally there is a new setting to prevent the exchange of new Level 2 records.
|May 2011
|+
<!--20113 - Filter Owner Based on Organization-->
|May 2013
|+
|The Data Exchange feature now includes an exchange history for Tracking Activities. The Data Exchange feature is primarily used by our Medical Claims Management clients to track Assessments conducted pursuant to Insurance claims. Now, the details of a particular exchange of Assessment data between an Insurer and an Independent Medical Examiner are easily accessible.
|June 2013
|}