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2025-07-24
Production Database Access in v2/sql
You can now query production audit logs and workflow output data through the v2/sql API. Two new tables are available: sample.audit_logs for organization audit trail data, and sample.tasks tables for individual workflow task outputs and metadata. This enables SQL-based analysis of workflow performance, audit compliance, and data extraction from completed workflow runs.
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2025-07-24
Workflow API Documentation in Start Dialog
You can now view and copy curl commands to trigger workflows via API directly from the workflow start dialog.
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2025-07-18
Send Physical Mail API
You can now send physical letters through a new API endpoint. The POST /api/v2/communication/letters endpoint allows you to send PDF documents as physical letters. You can specify recipient and sender addresses, include optional metadata, and receive a tracking ID to monitor delivery status. This feature enables automated physical mail delivery for documents and communications.
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2025-07-12
Multi-File Upload in Workflow Start Data
You can now upload multiple files at once when starting workflows that have multi-file upload fields. To enable this, define an array field with x-formFieldType: "multi-file" in your start data schema:
"documents": {
  "type": "array",
  "x-formFieldType": "multi-file",
  "items": {
    "type": "object",
    "properties": {
      "id": { "type": "string" },
      "fileName": { "type": "string" }
    }
  }
}
This approach ensures the JSON schema matches the final transformed data shape (an array of document objects). The implementation supports both the new array-based schema and legacy object-based schemas for backwards compatibility.
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2025-07-11
Template Slug Editing
You can now edit template slugs for both document and PDF templates. Template settings include validation to ensure proper slug formatting and prevent conflicts with existing templates.
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2025-07-09
Support File Upload Descriptions
You can now add an optional description when uploading files to support. This allows you to provide context about your uploaded files, making it easier for the support team to understand and respond to your request. The description field appears in the support file upload dialog and is included in the support email notification.
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2025-07-07
CSV and Excel Spreadsheet Processing
You can now process CSV and Excel files directly in document reasoning workflows. Large spreadsheets are automatically chunked into manageable sections (default 50 rows/columns) while preserving header information. Complex spreadsheets are split into multiple tables based on content structure.
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2025-07-06
Loading Indicators in Workflow Graph
Enhanced user experience in the workflow graph view by adding loading indicators. When viewing workflow graphs and deployment details, you’ll now see visual loading spinners with descriptive messages while data is being fetched. This provides clear feedback during loading states, making it easier to understand when the system is processing requests and improving overall responsiveness of the workflow editor.
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2025-07-05
Graph View Toggle in Workflow Editor
You can now toggle between code and graph views while editing workflows. A new switch in the workflow editor allows you to seamlessly switch between the traditional code editing interface and a visual graph representation of your workflow. When in graph mode, you’ll see a visual diagram of your workflow structure, making it easier to understand complex workflows at a glance. This feature works for both development and production deployments, giving you better visibility into your workflow architecture.
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2025-07-03
Workflow Duplication Improvements
Fixed an issue where duplicating workflows that were already duplicates would fail. The workflow duplication process now uses an improved approach that allows you to duplicate any workflow, even if it was previously duplicated from another workflow. This resolves conflicts that previously prevented creating copies of existing duplicated workflows.
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2025-07-02
JSON Editor Scrolling Fix
Fixed scrolling issue in the v2 workflow JSON editor. Users can now scroll vertically when JSON content exceeds the editor’s fixed height, making it easier to work with larger JSON payloads in workflow configurations.
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2025-06-25
Medical Record Summarization Template
You can now access a new workflow template for medical record summarization. This template allows you to summarize and get specific answers over medical records, making it easier to extract key information from patient documentation. The template provides a structured approach to processing medical records and answering targeted questions about patient care, helping healthcare organizations streamline their documentation review workflows.
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2025-06-24
Database Views in SampleDB
You can now view database views alongside tables in the SampleDB interface. The Database tab now displays both tables and views, providing comprehensive visibility into your database schema. This enhancement improves database navigation and makes it easier to work with complex database structures that include views for data reporting and analysis.
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2025-06-19
Workflow Resume with Delay
You can now complete async reuslts after a specified delay or at a specific time through a new API endpoint. The POST /api/v2/async-result/sleep endpoint.
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2025-06-14
Changelog RSS Feed
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.
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2025-06-13
Patient Cost Calculator API
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.
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2025-06-12
Workflow Duplication for v2 Workflows
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.
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2025-06-09
Screen Step lifecycle hook
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.
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2025-06-05
FHIR Document Support in Reasoning
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.
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2025-06-05
HIE Patient Data Integration
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.
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2025-06-03
JSON to HTML Transformation API
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.
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2025-05-30
Task Details API
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.
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2025-05-29
API Key Deletion Confirmation
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.
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2025-05-28
Task Cancellation API
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.
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2025-05-27
Release Feedback View
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.
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2025-05-27
Cancel workflow tasks
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.
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2025-05-23
Workflow Run Details
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.
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2025-05-22
Task Feedback System
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.
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2025-02-18
Document Reasoning Feedback Table
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.
Document Reasoning Feedback Table Column Visibility Document Reasoning Feedback Table Sticky Column
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2025-02-01
Trigger workflow
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.
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2024-12-20
Document classification metrics
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.
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2024-12-13
Sending Encrypted Emails
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.
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2024-12-11
Error reporting in workflows
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.
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2024-12-10
SampleDB General Availability
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 SampleDB Interface Check out our database documentation to learn more about using SampleDB in your workflows.
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2024-12-09
Completed document extraction steps
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.
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2024-12-06
Manual form improvements

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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.
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2024-12-03
Starred workflows
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.
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2024-11-28
Documentation page
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.
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2024-11-24
Resizable document extraction panel
You can now resize the document extraction panel to your liking.
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2024-11-20
Task viewers
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.
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2024-11-15
Document generation text output
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.
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2024-11-06
Release management and reliability improvements

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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. Updated cron expression editor ### Improvements - Increased reliability on extraction steps - Increased reliability on the Glidian step
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2024-10-28
PDF rendering improvements

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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.
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2024-10-23
Improvements to completed tasks

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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.
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2024-10-22
Layout improvements
screen. This is useful for people who have smaller screens. ### Improvements - General reliability improvements for steps in a loop.
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2024-10-16
Fax and editor improvements

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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.
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2024-10-14
Human review in Combine document steps

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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.
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2024-10-10
Configurable columns and manual form improvements

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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.
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2024-10-09
Markdown in email, workflow start link, and more improvements

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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.
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2024-10-08
SampleDB, CSV ordering, and more UI fixes

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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.
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2024-10-07
Document splitting, classification, and more performance updates

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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.
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2024-10-05
Careviso integration, and manual form configurations

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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.
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2024-10-03
Submit prior authorizations to Glidian
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.
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2024-10-02
Fine grained authorization for workflows, Salesforce CRUD step for workflows, metrics, and more

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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. Document extraction metrics 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.
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2024-10-01
Sample Healthcare changelog
We’ve released our first changelog at https://changelog.samplehc.com. You can follow the RSS feed, or periodically check this website for updates.