Advisor Anywhere Support

News & Announcements

LATEST RELEASE: Advisor Anywhere Version 2026.6.0 is now available.

Release Information

What’s New in Advisor: Your 2026 Year in Review

Advisor Anywhere – Updates by Module

• (2026.2.0) Fixed an issue where System Messages weren’t always sending in Advisor Anywhere and Gatekeeper Anywhere.
• (2026.5.0) New Employee Data widget added (shows current/due records; supports emailing with attachment). (also relates to Demographics)
• (2026.1.0) New Messaging feature added; speech bubble icon sends messages to other users
• (2026.5.0) New “Enable Messaging” system preference added to hide the Messaging feature when unchecked.

• (2026.4.0) Relationships with a company (no first/last name) now display correctly on the Roster page.

• (2026.3.0) Attachments can now be inserted from the Roster page (requires “Insert Attachments” security key).
• (2026.4.0) New Assessment History section added to the Demographics page.
• (2026.5.0) New Employee Data widget added to the Dashboard.
• (2026.5.0) New individuals can now be added from Anywhere via ADD NEW INDIVIDUAL on the Roster page.
• (2026.6.0) EVV Start Date, EVV End Date, and SELF Waiver checkbox now shown (view-only) on the Demographics page.
• (2026.3.0) Attachments can now be inserted from the Roster page (requires “Insert Attachments” security key).
• (2026.4.0) New Assessment History section added to the Demographics page.
• (2026.5.0) New Employee Data widget added to the Dashboard.
• (2026.5.0) New individuals can now be added from Anywhere via ADD NEW INDIVIDUAL on the Roster page.
• (2026.6.0) EVV Start Date, EVV End Date, and SELF Waiver checkbox now shown (view-only) on the Demographics page.

• (2026.1.0) Duplicate time entries can no longer be entered.
• (2026.1.0) Users can now delete records with a status of “Duplicate.”
• (2026.1.0) Editing an EVV Time Entry record now only allows Start Time, End Time, and Notes to be edited.
• (2026.2.0) Fixed an issue preventing individuals from being enabled when switching work codes.
• (2026.2.0) Supervisors can now add/edit transportation info on “Awaiting Approval” records.
• (2026.2.0) Some TIME APPROVAL page buttons now disable while the grid loads.
• (2026.3.0) Behind-the-scenes updates to minimize EVV-related errors.
• (2026.3.0) Fixed an issue where not all EVV fields were displaying.
• (2026.3.0) Supervisors can now delete records with a status of Rejected.
• (2026.3.0) Fixed an issue allowing selection of inactive Work Codes.
• (2026.3.0) TIME APPROVAL page Location filter improved.
• (2026.3.0) Fixed an issue preventing time approval after changing a time entry’s work code.
• (2026.4.0) Time records flagged “Duplicate” can now be deleted from Review Time/Time Approval pages.
• (2026.4.0) Associated employee now displays at the top of existing records on the Time Approval page.
• (2026.5.0) Odometer readings now always required when the “Odometer Required” setting is on.
• (2026.5.0) Fixed the SELECT ALL button incorrectly selecting records.
• (2026.5.0) Fixed EVV record location type not saving correctly.
• (2026.6.0) Location lists in Time Entry/Roster filter now load much faster.
• (2026.6.0) End location latitude/longitude now consistently recorded when an end time is added.
• (2026.6.0) Geolocation recorded at first end-time entry is now locked in.
• (2026.6.0) Changing the work code on an existing time entry no longer clears the location.

• (2026.2.0) Fixed a roster issue preventing users from selecting individuals.
• (2026.5.0) Renamed “STEP Voc. Hab.” and “STEP Adult Day” to “Community Integration Voc Hab” and “Community Integration Adult Day.”

• (2026.5.0) New ADD VEHICLE buttons let users create vehicles directly.
• (2026.5.0) Destination and Origination fields now required when marking an individual present on a route.
• (2026.6.0) New COPY ROUTES button to copy transportation routes to a new date range.

• (2026.2.0) Improved the DODD plan PDF import process.
• (2026.2.0) Services can now be imported from a Brittco plan PDF.
• (2026.6.0) Outcomes/Services can now be imported from any County Board.
• (2026.6.0) Users can now delete outcomes/services (blocked if tied to existing documentation/activity).

• (2026.1.0) Fixed an issue preventing attachments from saving in Money Management when attachments were also being added in Incident Tracking.
• (2026.3.0) Incident Tracking module redesigned to be more user-friendly and efficient.
• (2026.5.0) Incidents opened from the Incident Tracking widget now open in the new design.

• (2026.1.0) Employee dropdown now shows each employee’s scheduled hours for the week.
• (2026.1.0) Color dropdown disabled until an employee is selected.
• (2026.1.0) Scheduler security key now works correctly when part of a security group.
• (2026.1.0) Assigned employee’s name now shows in the Month view shift pop-up.
• (2026.1.0) APPROVE REQUESTS button now shows only for appropriate users.
• (2026.2.0) New editable Notes field added to the Shift detail pop-up.
• (2026.2.0) Month view published/unpublished indicator now shows when a shift is clicked.
• (2026.2.0) Inactive employees can no longer be placed on shifts dated after termination.
• (2026.3.0) Employee dropdown split into “Preferred at This Location” and “Other Employees” groups.
• (2026.3.0) Approving employee time off now removes them from overlapping shifts, with notification.
• (2026.3.0) Individual Appointments now visible on the Schedules page.
• (2026.3.0) New Work Code dropdowns added to Add/Edit Shift pop-up (Single-Entry module).
• (2026.3.0) Fixed the Location dropdown filter on the Schedules page.
• (2026.3.0) Time fields moved directly under the date selector in Add/Edit Shift pop-up.
• (2026.4.0) Fixed a bug allowing a shift’s start time to equal its end time.
• (2026.4.0) Fixed a bug preventing users with employee IDs of 15+ characters from using the module correctly.
• (2026.5.0) New Employees Trained by Location page.
• (2026.5.0) Unassigned shift/appointment pop-ups now label as “Open Shift”/”Open Appointment.”
• (2026.5.0) PUBLISH/UN-PUBLISH SCHEDULES now ensures From Date precedes or equals To Date.
• (2026.5.0) Legacy VIEW SCHEDULES page removed.
• (2026.6.0) New COPY SHIFTS button to copy a range of shifts to a new date range.
• (2026.6.0) Scheduling calendar now loads faster.
• (2026.6.0) Clicking an open space in Month view now opens Add New Shift with that date pre-filled.
• (2026.6.0) Employees Trained by Location page no longer lists exempt training requirements.
• (2026.6.0) Employees can now view coworkers’ published shifts at shared locations.

• (2026.1.0) Added a 5MB file size restriction for transaction attachments.
• (2026.2.0) Payees can now be entered without address information.
• (2026.2.0) New Attachments button on the Edit Accounts page.
• (2026.3.0) New account reconciliation added (RECONCILE ACCOUNT button).
• (2026.3.0) New Payees setup page added.
• (2026.4.0) New Transaction Categories/Subcategories setup page added.
• (2026.6.0) New “Account Register with Receipts” report option added.

• (2026.1.0) Clicking NEW NOTE on the REVIEW NOTES page now directs users to the NEW! CASE NOTE ENTRY page.
• (2026.2.0) Fixed an issue preventing case notes from saving due to being flagged as a future time.
• (2026.3.0) Notes opened from the Rejected Case Notes widget now open in the new case note layout.
• (2026.3.0) An overlapping new case note now returns users to their filled-out note for editing instead of losing it.
• (2026.3.0) Fixed an issue preventing users from opening attachments.
• (2026.4.0) Created Dates filter on the REVIEW NOTES page now correctly filters by note creation date.
• (2026.5.0) A changed Rejected case note automatically moves to “Ready for Review.”
• (2026.5.0) Legacy NEW NOTE / NEW SSA NOTE buttons hidden; NEW! CASE NOTE ENTRY button renamed to CASE NOTE ENTRY.
• (2026.5.0) REJECTED CASE NOTES widget now only shows for users with the View security key.
• (2026.6.0) New default setting to show only caseload consumers on new case notes.
• (2026.6.0) Case notes can now be emailed directly from the Case Notes Review grid.

• (2026.4.0) Fixed an issue where the Forms page didn’t refresh correctly when switching individuals in the mini-roster.

• (2026.1.0) Supplemental “Other Info” now shows in the Paid Supports pop-up based on selected Service.
• (2026.2.0) Removed “Vocational Habilitation – Both” from the Service dropdown; auto-split into Community/Facility.
• (2026.2.0) Fixed an issue preventing vendors from being added to plans with very large underlying IDs.
• (2026.2.0) Fixed an issue causing the plan Review Date to fall outside the plan date span.
• (2026.3.0) Services can now be imported directly into Outcomes via IMPORT INTO OUTCOMES.
• (2026.3.0) “Who Supports” dropdown for Professional Supports changed to an open text field.
• (2026.4.0) Removed disabled DODD Salesforce integrations from the Plan module.
• (2026.4.0) Multiple changes made due to DODD shutting down its data-sending APIs.
• (2026.4.0) Removed Send to DODD, Assign Case Manager, and Download Plan buttons.
• (2026.6.0) Fixed a bug causing the Monitoring/Continuous Review Process field to not display on the plan report.

• (2026.4.0) New + ADD POSITION button (requires Insert Positions security key).
• (2026.6.0) Position start dates can now be set in the future.

• (2026.4.0) Reference Number dropdown on the CREATE FORM pop-up now shows valid numbers based on entered dates.

• (2026.2.0) New Setup page added to Anywhere (View/Update security keys); Anywhere System Settings added per module.
• (2026.3.0) New Account Classes setup page added.
• (2026.3.0) New Vendors page added to Anywhere Setup.
• (2026.4.0) New Transaction Categories/Subcategories setup page added (Money Management).
• (2026.4.0) New Work Codes setup page added (Time Entry).
• (2026.5.0) New Day Off Reasons setup page added (Scheduling section).
• (2026.5.0) Loading spinner added when opening the Setup page.
• (2026.6.0) Locations can now be set up/managed directly in Anywhere.
• (2026.6.0) New Regions page added.
• (2026.6.0) New Injuries setup page under Incident Tracking.
• (2026.6.0) New Categories/Subcategories setup page under Incident Tracking.
• (2026.6.0) New Behaviors setup page under Incident Tracking.
• (2026.6.0) New Findings setup page under Incident Tracking.
• (2026.6.0) New Follow-Ups setup page under Incident Tracking.
• (2026.6.0) New Interventions setup page under Incident Tracking.
• (2026.6.0) New Involvements setup page under Incident Tracking.
• (2026.6.0) New Locations setup page under Incident Tracking.
• (2026.6.0) New Progress types setup page under Incident Tracking.
• (2026.6.0) New Reporting categories setup page under Incident Tracking.
• (2026.6.0) New Status setup page under Incident Tracking.
• (2026.6.0) New Types setup page under Incident Tracking.

Advisor & Anywhere Module Documentation

Technology Documentation and Videos

Live Support

Administrative support available now.

Contact us at:
support@primarysolutions.net
614-430-0355