Release 9.8
August 31, 2026
Introducing the New Dashboard Experience
We've completely redesigned the dashboard to provide faster access to the information that matters most. The new dashboard makes it easy to view key client-based outcomes, non-client based outcomes, count outcomes, and monitor services, all from a single location.
Learn More
How to Use the Client Outcomes Dashboard
How to Use the Non-Client Program Outcomes Dashboard
How to Use the Count Outcomes Dashboard
How to Use the Service Hours Dashboard
How to Configure the Dashboard Settings
New Service Scheduling & Attendance Tracking
We're excited to introduce service scheduling in SureImpact. Services can now be tied to a schedule, allowing organizations to define when services are offered using specific dates, times, recurring patterns, and location-based availability. For organizations with multiple locations, unique schedules can be created for each site, providing greater flexibility and accuracy in service delivery.
Organization Administrators can also customize the dashboard to display the metrics, reports, and information most relevant to your organization's work, creating a personalized experience that helps users focus on what matters most.
This new scheduling capability also powers our new Attendance Roll-Up Report, enabling organizations to track attendance, monitor participation, and analyze engagement across programs and locations from a single report.
If your organization operates across multiple sites and you'd like to learn more about setting up locations in SureImpact, please reach out. We'd be happy to discuss how the Locations feature can help you manage services, schedules, and attendance reporting across your organization.
Learn More
Adding a New Schedule Rule for a Service
Getting Started with the Attendance Roll-Up Report
Simplified Access to Administrative Tools
- Managing users
- Creating and editing measures
- Exporting the following types of data
- Demographic
- Services
- Program
- Exporting audit logs
Release 9.3
April 15, 2026
What’s New?
Administrators can now associate services with specific programs. Previously, services were universally visible on all client records. With this update, you have greater flexibility and accuracy in how services are made available.
What This Means for You
You can now:
- Create services that are available to all clients, just as before
- Assign services to one specific program
- Assign services to multiple programs
This allows your team to:
- Reduce clutter on client records
- Ensure staff only see relevant services
- Better align service delivery with program structures
No Action Needed (If You Like Things as They Are)
If you want all services to remain available to all clients, you don’t need to make any changes. Your existing setup will continue to work exactly as it does today.
Want to Get Started?
If you’d like to update existing services or create new ones that are tied to specific programs, check out these Knowledge Base articles for step-by-step guidance:
Associating a Service with a Program
Release 9.1
January 26, 2026
We’re excited to share new enhancements designed to make your SureImpact experience even smoother and more powerful. These updates bring added clarity, efficiency, and ease to your daily work. We can’t wait for you to try them out.
Feature: Client Relationships
Based on your feedback, SureImpact now allows you to easily track the relationships that matter most in a client’s support network. Whether it’s a parent, grandparent, family friend, or another key caregiver, you can document and categorize each person’s connection to the client directly within the platform. 
Feature: New Search Filters on the Client Tab
We have added the following search filters on the Client tab:
-
Only show clients assigned to a selected staff member
-
Only show clients in the selected Client Group / Household
-
Only show clients enrolled in any program
Feature: Creating a Household
You can now create Households directly within SureImpact to better organize clients who share the same home or support structure. This new Client Group type allows you to group related clients, assign a primary contact if needed, and easily view the Household association on each member’s profile.
Feature: Staff Data Entry Summary
The new Staff Data Entry Summary allows Administrators and Managers to view a summary of data entered by each staff member during a specific time period. The summaries include the total number of new clients created, new program enrollments, clients with new measures, measures created, clients with new services, and total service hours recorded.
Feature: New Program Enrollment Duration Table in Analytics
The Program Enrollment Duration table is now available on the Programs tab in SureImpact Analytics.
Feature: Staff with Assigned Clients Can Now Export their Client List
Users with the Staff with Assigned Clients security role are now able to export a list of their clients.
Release 8.15
December 8, 2025
We’ve rolled out enhancements designed to streamline your experience and help you get more done with SureImpact.
Feature: Smarter Measure Imports
Based on your feedback, we have made the following enhancements to the process for uploading Measures:
- Measure imports files have been changed from .csv to .xlsx, allowing you to include special characters without any issues.
- The Measure ID field is no longer needed and is not in the template. If you use an old template and change the file extension to .xlsx, you will get an error if the Measure ID column is in the template.
- When importing measures for client programs, the system now checks for duplicates within the file, helping you avoid errors.
- Duplicate client measure data checks will now work even if you change the measure definition.
Feature: Import History Page
The Import History Page now enables you to view past Measure imports, in addition to Service, Client Program Enrollment, and Client Program Unenrollment imports.
Feature: Enhanced Search Functionality for Programs
Finding the right program just got easier! You can now use filters on the Programs tab to quickly locate a specific program. Available filters include:
- Name
- Type of Program
- Start Date
- End Date
- Sponsored Status
Release 8.14
October 29, 2025
We’ve been busy making SureImpact even better! Here’s a quick look at the latest updates designed to help you save time, work smarter, and get even more value from our platform.
Feature: Learning Hub
We’re thrilled to introduce the SureImpact Learning Hub, your new go-to resource for unlocking the full potential of SureImpact.
Whether you're just getting started or looking to sharpen your skills, the Learning Hub offers:
Step-by-step tutorials
Quick video lessons
Tips from product experts
Feature: Import History Page
Managing data imports just got easier.
The Imports History Pages enable you to view your past Service, Client Program Enrollment, and Client Program Unenrollment imports at a glance.
Feature: Import Details Page
The Import Details Page provides an overview of all data imported into the system. There is currently an Imports Details page available specifically for Services, Client Enrollment, and Client Unenrollment imports.
You can easily review the contents of each import, verify successful entries, and identify any issues that may have occurred during the import process. You can also download any errors.
Feature: Enhanced Search Functionality
Based on requests from our customers, we have added the following enhancements to Search functionality:
- The Search field on the Client tab now allows you to search for a client using their full name.
- You can now search for Client Groups.
- You can also search for users on the Staff tab.
Additional Enhancements
We’ve also added a few smaller updates and refinements to help you get more done with less effort. For example:
- Managers can now enroll clients in programs even if the client is not assigned to
them. - You can now preview a measure when you open a program in the Programs tab.
Note: We're actively working to add historical release notes to this page. Please check back soon for updates as we continue to expand the archive.
Release 8.12
August 22, 2025
We’ve just rolled out some new features we think you’re going to love.
Feature: Adding Your Own Logo
Now you can make the platform feel like yours by adding your own branding.
This is also helpful when you use external forms because your logo will display at the top of the external form.
To learn how to add your logo to SureImpact, watch this quick video.