Another busy week at careCycle. We wrapped up our HealthSherpa integration, shipped SMS templates, opened up appointments in the public API, and made a long list of quality-of-life improvements across the inbox, tasks, and customers table. Here's everything that shipped this week.

HealthSherpa Integration

Connecting to HealthSherpa OAuth and Setting up webhook

Our HealthSherpa integration is now live end to end. Connect your account with user-level OAuth to enroll a customer from careCycle straight into HealthSherpa, and org-level webhooks keep everything in sync by pushing HealthSherpa events back into careCycle automatically. Add the HealthSherpa

SMS Templates

Create reusable message templates and drop them into any inbox conversation - type "/" or hit the template button to insert one. No more retyping the same follow-up text fifty times a day.

Appointments in the Public API

Appointments are now exposed in the public API - documented and accessible with your API key - along with new appointment.* webhook events so your systems can react the moment an appointment is created, updated, or cancelled. Please see careCycle Docs for full reference.

Inquiry Priorities 2.0

Inquiry prioritization got a full revamp, so the most urgent work surfaces first instead of everything landing in one bucket. We also fixed a due-date bucketing bug that was dumping 100% of open inquiries into "Priority."

Call Form Docx Imports

Already have your scripts in Word? Import your existing .docx documents to create a new call form. No rebuilding from scratch.

Manually Create Customers

You can now create a customer by hand right from the UI - no import or API call needed.

Configurable Address Book

The address book is now fully configurable - add your own contacts and custom entries, including carrier escalation numbers, so your team always has the right number one click away.

Some other stuff

Task Priorities - Tasks now support priority levels, so your team can see at a glance what needs attention first.
Per-Campaign Dispositions - Disposition management is now first-class UI on Agent Campaigns in the left sidebar.
Multiple Call Forms on Manual Outbound - Pick which call form to use when dialing manually from the inbox*
Soft Delete for Policies - Admins can now soft-delete policies.
Custom Roles - Clone from built-in role templates (and edit the built-ins) to match how your agency actually works.
New Carrier - CICA Life is now available as a final expense carrier
Customers Table - Custom-field filters and sorting, plus fixes for policy ordering that could surface the wrong people.
Fixes - Assignment automations no longer revert manual reassignments, number rotation auto-procurement fires correctly when a pool exhausts, 3-way calls handle leading "1"s properly, and behaviors-engine campaigns can be given an appointment config again.