Changelog

You can now subscribe to changelog updates via RSS feed. The new RSS endpoint at /api/v2/changelog/feed.xml automatically generates an RSS feed from the changelog, allowing you to stay updated on the latest Sample Healthcare features and improvements through your favorite RSS reader. The feed includes detailed descriptions of each update with proper formatting and links back to the changelog for easy reference.

You can now estimate patient costs for medical services through a new API endpoint. The POST /api/v2/clearinghouse/patient-cost endpoint accepts eligibility responses and line items to calculate what patients will owe after insurance coverage. The calculator supports complex scenarios including multiple payers with coordination of benefits (COB), deductibles, copays, and coinsurance. It returns detailed breakdowns showing total patient cost, total payer cost, and step-by-step calculations for each insurance plan. This feature helps healthcare organizations provide accurate cost estimates to patients before services are rendered.

You can now duplicate v2 workflows directly from the workflow actions menu. When duplicating a workflow, you can customize the name and slug for the new workflow. The duplication process creates a complete copy of the workflow including all environment variables, allowing you to quickly create variations of existing workflows without starting from scratch. After duplication, you’ll be automatically navigated to the editor for the new workflow.

You can now add custom validation logic to screen steps using the new before_complete hook. This hook runs before a screen step completes and allows you to validate user input or perform preprocessing tasks. If validation fails, you can throw ApiErrors that will be returned as proper HTTP error responses to the client.

You can now process and view FHIR documents (JSON and JSONL formats) in document reasoning workflows. The DocumentViewer component now supports FHIR documents alongside PDFs, allowing you to view structured healthcare data with proper formatting and navigation. FHIR documents are automatically processed through the chunker for use in reasoning tasks, enabling AI analysis of clinical data stored in FHIR format. This enhancement significantly expands the types of healthcare documents you can work with in Sample workflows.

You can now retrieve patient health information and documents from Health Information Exchanges (HIE) through new API endpoints. The POST /api/v2/hie/patient/:patientId/fhir endpoint allows you to get FHIR data for a patient, while POST /api/v2/hie/patient/:patientId/documents lets you retrieve patient documents filtered by MIME type. Both endpoints return an async result ID that you can use to track the progress and retrieve the results when ready. This integration enables healthcare organizations to access comprehensive patient data from external HIE networks for improved care coordination and decision-making.

You can now transform Sample JSON documents to HTML through a new API endpoint. The POST /api/v2/document/json-to-html endpoint accepts a JSON object and returns it as formatted HTML, preserving all formatting including bold text, headings, lists, tables, citations, and other rich content. This feature is useful for rendering Sample documents in external applications or generating HTML reports from structured document data.

You can now retrieve individual task details through a new API endpoint. The GET /api/v2/task/:taskId endpoint allows you to programmatically fetch specific task information including ID, status, output, and state. This enhancement provides developers and integrations with granular access to task data, complementing the existing task management APIs for more comprehensive workflow automation.

You can now confirm API key deletions through a new confirmation dialog. When deleting an API key from the settings page, a dialog will appear asking you to confirm the action. This prevents accidental deletions and includes a warning that deletion is permanent and will disable any applications using that key. This enhancement improves security and helps prevent disruption to API integrations.

You can now cancel individual tasks through a new API endpoint. The POST /api/v2/task/:taskId/cancel endpoint allows you to programmatically cancel specific tasks by their ID, preventing them from being executed and halting any subsequent tasks in the workflow. This complements the existing workflow-level cancellation feature and provides more granular control for API integrations and automated workflows.

You can now view feedback for specific workflow releases through a new “Feedback” tab in the release detail panel. This enhancement allows teams to see user feedback organized by step ID for each deployment, making it easier to track user insights and identify areas for improvement on a per-release basis. Feedback is displayed with user attribution and timestamps, providing valuable context for workflow optimization.

You can now cancel all running tasks for a workflow directly from the workflow editor. A new “Cancel tasks” button allows you to stop all currently running, suspended, and waiting-dependencies tasks in one action. This feature is helpful when workflows get stuck or when you need to stop long-running processes quickly.

You can now see additional details about your workflow runs directly in the run history. When viewing the run history, an info icon next to each run provides a tooltip showing how the workflow was triggered (manual, API, or cron) and the start data that was used to initialize the run. This enhanced visibility helps teams better understand and debug their workflow executions.

You can now provide feedback on any task in your workflow runs. A new feedback button appears in the task interface, allowing you to share thoughts, suggestions, or report issues. All feedback is stored with user attribution and can be viewed in a dedicated “Feedback” tab within the task details. This helps teams continuously improve their workflows and capture user insights directly where the work happens.

We’ve added a new table for document reasoning feedback. You can now pin columns to keep them visible as you scroll and hide columns that aren’t needed. Hidden columns are automatically excluded from exports. You can access this table via the metrics tab in the editor.

We’ve added a new step type for workflows that allows you to trigger another workflow. This is helpful for creating more complex workflows that can be reused across different workflows.

We’ve added metrics to the document classification step. You can now see the accuracy and number of documents classified over the last 12 months or 7 days.

You can now send encrypted emails to the recipients. This feature is particularly useful for sending sensitive information. When an encrypted email is sent, the recipient will receive an email with a link to access the content. Upon clicking the link, the recipient will be directed to a page where they can request a one-time password (OTP) to unlock and view the content. The encrypted link will remain valid for 30 days. You can read more about this encrypted email feature here.

We’ve added a new feature that sends you an email when a workflow fails. This is helpful when you want to quickly identify the cause of a workflow failure that is in the hand of your users. You can receive emails by going to the workflow settings, and then adding your email where you’d like to receive error emails. You can read more about error reporting here.

We’re excited to announce the availability of SampleDB, our managed PostgreSQL database service. SampleDB provides: - A fully managed, autoscaling PostgreSQL database for each organization - Intuitive interface for creating and managing database objects - Built-in SQL runner for direct query execution - Seamless integration with Sample workflows through database blocks Check out our database documentation to learn more about using SampleDB in your workflows.

You can now see completed document extraction steps in the completed tab of the tasks table. You can also see the results of the document extraction step by clicking on the completed item in the tasks table. This is helpful for reviewing the results of document extraction steps, especially when there was no human review needed.

​

Optional fields You can now mark fields as optional in a manual form. If a

field is marked as optional, it will not be required to complete the form. ### Multi-upload fields With the multi-upload field in a manual form, you can now upload multiple zip and pdf files at once.

You can now star your favorite workflows to make them easy to access. Starred workflows will default to being on top of your workflows list and will appear in the sidebar for easy access.

We’ve added a documentation page for our products. This page will be updated regularly. Please let us know if there is helpful information that is missing.

You can now resize the document extraction panel to your liking.

You can now see who is viewing a task on the top right corner of a task. This makes sure you don’t accidentally have conflicting changes. Furthermore, loops will now prioritize navigating users to unviewed tasks to make it easier when multiple people are working on the same worklist.

We’ve improved the text output for document generation steps. Now, you can access the text of a generated document in output.text, alongside the document. This is helpful when you want to use a templated editor for text that is consumed in follow up steps, such as writing an email body.

​

Release management We’ve added a new feature that allows you to manage

releases for your workflows. This allows you to create new releases, promote releases to production, and test out draft releases. ### Improved cron jobs We’ve improved the reliability of scheduled workflows. Now, you can schedule workflows with minute-level precision. We’ve also updated the cron expression editor to show a more accurate description of the cron expression in your timezone. ### Improvements - Increased reliability on extraction steps - Increased reliability on the Glidian step

​

Virtualized PDF splitting We’ve added a new feature that allows us to

render PDFs in a virtualized list. This should improve performance for workflows that need to split large PDFs. ### Improvements - Fixed a bug where the PDF viewer would ocassionally show a blank page.

​

Clicking on a completed task will now open the cited answer When you click

on a completed task, you can now see the cited answer by clicking on the question’s label. ### Improvements - Improved the stability of faxing steps. - Column values will now be refreshed when a task is completed.

​

Sidebar layout You can now toggle the sidebar on the left side of the

screen. This is useful for people who have smaller screens. ### Improvements - General reliability improvements for steps in a loop.

​

Send fax You can now see the sent fax and status after they are completed

by clicking on the completed item in the tasks table. ### Improvements - You can now jump to a specific task from the debug run panel. - The debug run panel better sorts the tasks in each iteration. - We’ve fixed a bug where faxes in for loops were not continuing to the next step. - Filtering a node model table will now search all columns, not just the “Key” column.

​

Combine document steps You can now configure human review for “Combine

document” steps. If set, reviewers will be able to re-order and remove documents from the combined document. This is helpful when picking attachements to include in an authorization or appeal packet. ### Improvements

• Glidian and Careviso integrations now support connecting to staging environments for workflow development. - You can now sort and hide built-in columns in the workflow editor, alongside custom columns you create.

​

Configurable columns You can now sort and hide built-in columns in the

workflow editor, alongside custom columns you create. ### Improvements - Select fields in manual form steps with a lot of options will now use a combobox selector which allows users to quickly search through results. - We’ve improved the stability of workflow logouts, leading to fewer accidental sign-outs.

​

Markdown in email You can now use Markdown in the email step of a

workflow. This allows you to have more rich emails with headings, lists, and other formatting. ### Workflow start link To the right of “Start workflow”, you can now copy the link to start the workflow. When this link is clicked, it will automatically jump to the start of the workflow. This is useful for operational users who want to quickly start a workflow. ### Improvements - You can now sort the workflows table by clicking on the header. - Conditional blocks now correctly show the output during debugging. - Better autocomplete for std functions.

​

SampleDB You can now store data in a PostgreSQL database specifically for

your organization, under the new “Database” section of the product. You can also make SQL queries to this database with the “Query SampleDB” block. This database is helpful for storing state across workflows. We’re excited to see what you build with SampleDB. ### CSV ordering You can now specify the order of the columns in a CSV. You can try this out by modifying the columnOrder property of a CSV node. ### Manual forms We’ve added some new controls to manual forms, including the ability to specify a default value for select fields and to add Markdown details at the top of the form. ### Improvements - We added the total amount of pages shown on the top right of any PDF viewer. - You can now cancel manual tasks. - You can now sort workflows by their name and creation date.

​

PDF Templates You can now create templates directly from PDFs. This allows

you to use PDFs that are uploaded as workflows. ### Improvements - Improved speed of page navigations during multi-step workflows. - Improved the accuracy and speed of document splitting and classification tasks.

​

Submit prior authorizations to Careviso Following up on Glidian, we now

allow you to submit prior authorizations to Careviso through the workflow editor. You can now compose & configure your prior authorization submissions between multiple networks. ### Manual form configurations You can now configure whether manual forms will show up in your worklists. This configuration is useful for hiding manual form tasks that are triggered by the “Start workflow” button.

We’ve launched support for submitting prior authorizations to Glidian through the workflow editor. This feature allows you to create a workflow that will submit a prior authorization to Glidian. The block supports configuring default payers, as well as answers to clinical questions and other submission requirements.

​

Fine-grained authorization for workflows We’ve added a new authorization

system for workflows that allows you to specify exactly which users have access to run your workflows. These rules also limit who can edit existing workflows and create new workflows. You can now limit users by directory group, or even specific individuals, once you’ve established a Directory Sync connection. ### Salesforce CRUD step for workflows We’ve added a new step type for workflows that allows you to perform CRUD (Create, Read, Update, Delete) operations on Salesforce records. This step can be combined with our other Salesforce steps, such as SOQL queries and file downloads, to create more powerful workflows that interact with Salesforce. ### Step metrics – starting with document extraction We’ve added basic metrics for document extraction steps. You can get to this by clicking on the hamburger menu on the top right corner of a step and then clicking on the “Metrics” tab. These metrics show the number of documents extracted over the last 6 months. We’ll be adding more metrics to different types of steps – please let us know what you’d like to see. ### Client-side performance improvements We’ve improved the performance of our client-side application by optimizing the way we handle PDFs. This includes: document splitting, document classification, and document extraction tasks. These enhancements will result in a smoother, more responsive experience for our users when working with longer documents. ### Improvements - Fixed a bug where large documents would occasionally appear blurry.

We’ve released our first changelog at https://changelog.samplehc.com. You can follow the RSS feed, or periodically check this website for updates.