What’s New | Editing A Form After Submission

May 2026

Fix errors or add new information without resubmitting a form

Introduction

When a form was submitted in ACS Forms and Surveys, it used to be locked. If something needed to be corrected or added — a typo in a medication entry, a missing follow-up note, or new clinical details after a patient call — the only options were to resubmit the entire form or contact support. Now, providers can edit a submitted form directly. Original entries are always preserved, every change is captured in a full audit trail, and where EMR integrations are enabled, updates sync to the patient record automatically. Records stay accurate, complete, and up to date — without anyone having to start over.

What’s new

Edit a submitted form: Open any submitted form from the Form Submissions Table, update the answers that need to change, and save. The form does not need to be resubmitted.

Full audit trail: Every edit is captured automatically. The Form Submissions Table now shows Modified By and Modified Date alongside the original submission so you always have a record of what changed, who changed it, and when.

EMR sync on update: For customers connected to a supported EMR integration, edits are uploaded to the patient record automatically. Each save creates a new upload so the chart reflects the latest information.

Configurable permissions: A new “Edit Submitted Forms” privilege lets you decide which user roles can edit submissions. Turn it on for the roles that need it, leave it off for those that do not.

“Leave Blank for Clinical Use” workflows: Build forms with sections intended to be filled in during the patient encounter, mirroring familiar paper-form practice. Providers complete those sections at the point of care and save them straight to the submission.

What stays the same

All your existing forms, submissions, and access controls continue to work exactly as before. Nothing about your current setup changes. Edit permissions follow the user roles you already have in place, and original submitted values are always preserved — edits are tracked alongside the original, never on top of it. If a user cannot see a submission today, they still cannot edit it.

Frequently Asked Questions

Can I edit a form after it has been submitted? Yes. Open the submitted form from the Form Submissions Table, make your changes, and save. The form does not need to be resubmitted.

Will my original answers be lost when I edit a submitted form? No. Original entries are always preserved. Every change is timestamped and tracked alongside the original submission so you have a full record of what changed and when. In the EMR, the original submission is kept and each update is added as a new record.

Will my edits sync to my EMR? If your ACS Forms and Surveys instance is connected to a supported EMR integration, edits will sync to the patient record automatically. Each save creates a new upload. If you are not on an EMR integration, your edits are still tracked within the Form Submissions Table.

Who can edit a submitted form? Anyone whose user role has the new “Edit Submitted Forms” privilege enabled. Existing view and submit access controls still apply — if a user cannot see a submission, they cannot edit it.

Where can I see the edit history? The Form Submissions Table shows Modified By and Modified Date for an audit trail of every change. Each time a form is saved after being updated, a new record is uploaded to the EMR.

Do I need to do anything to turn this on? No. Editing submitted forms is available automatically to all ACS Forms and Surveys users as of the May 2026 release. Your administrator can review the new “Edit Submitted Forms” privilege to confirm which roles have edit access.

Are there any limitations I should know about? A few things to note in this release:

• Signatures and file uploads on a submitted form cannot be edited. You can upload supporting documents directly to the patient record instead.
• Specific EMR fields are not yet updated with edited form information. Form-level updates flow through today; field-level write-back is on the roadmap.

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What’s New | Saved Lists in ACM Messenger

May 2026

Save your contact lists once, reuse them anytime

Introduction

Sending messages to your contacts shouldn’t mean re-uploading a CSV every time. ACM Messenger now lets you upload, name, and save multiple contact lists, so you can send to media contacts, volunteers, contractors, prospective residents, or any other group with just a few clicks. Build your lists once, keep them organized, and send targeted messages whenever you need to.

What’s new

Save and reuse contact lists: Upload a CSV, give it a name, and save it. Your list stays available for every future campaign, no more re-uploading the same file.

Organize lists for the whole organization or a single facility: Organization level admins can create global lists that any facility can use. Facility admins can create local lists scoped just to their site. Permissions are enforced automatically.

Map your CSV columns to ACM fields: When you upload, choose how each column maps to ACM’s custom fields. Editable filter labels make it easy to set up exactly the way you want. No template is required.

Filter within a saved list when sending: Select a saved list as your recipient source, then narrow it down further with filters. You can even combine saved lists with your integrated contacts.

What stays the same

All your existing contacts, integrations, and message workflows are unaffected. Saved Lists is an additional option for managing groups outside your EMR. It doesn’t replace integrated contacts, and it doesn’t change anything about how you send to residents or patients today. If you are have contacts integrated through another system (e.g. CRM, HCMS), you can keep using it alongside Saved Lists.

Frequently Asked Questions

Who can see and manage Saved Lists?

Global lists created at the organization level are visible across all facilities with access. Local lists created at the facility level are scoped only to that facility. You can also manage user privileges to decide who has the ability to see, download and send to global lists at each facility.

Does Saved Lists send data back to my EMR?

Saved Lists is designed for communicating with contacts who live outside your EMR (like media, volunteers, or contractors), not as a replacement for integrated contacts, so there is no data sent back to your EMR. If you do use it to reach patients or residents, remember that any updates to those records still need to be made manually in your EMR.

Do saved lists expire?

No. Lists stay available until you remove them, so it’s a good idea to review and update them periodically to keep the data fresh.

How can I access this feature?

Reach out to the Cliniconex team to ask about having this feature turned on for your organization or facility today!

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What’s New: Vault Enhancements in ACM Messenger

May 2026

A stronger layer of security for your most sensitive messages

Introduction

When you’re sending a sensitive lab result, a care update, or any message containing protected health information, knowing that only the right person can open it matters. This enhancement to Vault adds knowledge based two-factor authentication to your encrypted message delivery. When you enable Vault, recipients now answer a question pulled directly from their record before they can read what you sent. It’s the next generation of Vault, designed to give you confidence that the right message is reaching the right person, every time.

What’s new

Two-factor recipient verification: Recipients answer a knowledge-based question: last name, date of birth, or postal/zip code, sourced from your EMR before they can access the message. For Senior Care, last name and date of birth are used.

Automatic field fallback: If the first verification field isn’t available in the EMR, Vault 2FA automatically tries the next available field, so deliverability stays smooth even when records are incomplete.

Brute-force protection built in: Recipients have four attempts to verify. After four incorrect answers, a 10-minute timer blocks further attempts, keeping your messages safe from guessing attempts.

Privacy-preserving notifications: The notification email or text shows only the first two letters of the recipient’s first name, confirming who the message is for without exposing identity.

What stays the same

If you’re already using Vault, your existing workflows aren’t going anywhere. Vault 2FA is the next generation of the product you already know with stronger recipient verification layered on top. Your billing model is unchanged. We’ll be transitioning all existing Vault customers to Vault 2FA by July 2026. Your Customer Success team will work with you to coordinate timing that fits your operations.

Frequently Asked Questions

What is Vault 2FA and how is it different from Vault?

Vault 2FA adds an extra layer of identity verification on top of the encrypted messaging Vault already provides. Before recipients can open their message, they answer a knowledge-based question pulled from their record (like date of birth or last name).

What kinds of messages can I send with Vault 2FA?

Vault 2FA supports both single-recipient and multi-recipient sends, and is available via email and text delivery.

What if the recipient can’t answer the verification question?

Recipients have four attempts. After four incorrect answers, they’re locked out for 10 minutes before they can try again. If the EMR doesn’t have the verification information for a recipient, the system automatically tries another available field , and if no fields are available, the recipient is told to contact your facility.

How long can recipients access their Vault message?

By default, Vault messages are accessible for 30 days after sending. Your facility administrator can adjust this in /admin.

Will my existing Vault setup keep working for now?

Yes, and we’ll work with you on a smooth transition to the new Vault features.

What EMRs are supported?

Vault 2FA works with all of our EMR integration partners. It also supports Flexdata and Saved Lists.

How can I access this feature?

Reach out to the Cliniconex team to ask about having Vault turned on for your organization or facility today!

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What’s New | Configurable Thank You Page for Message with Rating

April 2026

Personalize what your patients, residents and families see after they rate their experience

When you send a message with rating, your contacts are asked to rate their experience from 1 to 5 via email, SMS, or phone call. Until now, everyone saw the same generic response after submitting their rating, regardless of what they chose.

Now, you can customize the thank you message for each rating value. Respond thoughtfully to lower ratings with supportive messaging and contact information, and encourage patients who had a great experience to share their feedback with others.

What’s new

• Custom thank you messages per rating: Configure a unique heading, body text, and optional call-to-action button for each rating value (1 through 5). For example, a patient who rates a 1 might see a message with your patient experience line, while a patient who rates a 5 might see an encouraging message inviting them to share their experience.
• Works across all channels: Your custom thank you messages are delivered via email, SMS, and phone call. For voice calls, the system reads back the heading and body text. For email and SMS, you can also include a button with a custom label and link.
• Preview before you send: A new Preview button lets you see exactly what your patients will experience after submitting their rating. Toggle between ratings and switch between email, SMS, and voice views, all without sending a single message.
• Smart defaults included: Every rating comes pre-populated with sensible default text, so the feature works right away. Customize any or all of the five responses whenever you’re ready.

What stays the same

All your existing messages with rating continue to work exactly as before. The new thank you page configuration is added alongside your current message fields, nothing about your existing setup changes. If you choose not to customize the thank you messages, your patients will see the default responses shown to you in the preview tab.

Frequently Asked Questions

Do I need to do anything to enable this feature?
No. The feature is available automatically for all ACM Messenger users. When you create or edit a message with rating, you’ll see a new “Thank You Page” section in the template editor.

Does this work for email, SMS, and phone calls?
Yes. The custom thank you message works across all three channels. For email and SMS, you can also add an optional button with a link. For phone calls, the system reads back the heading and body text only.

Can I preview what my patients will see before sending?
Yes. Click the Preview button in the message editor to see exactly what the thank you page looks like for each rating value. You can toggle between ratings and switch between email, SMS, and voice previews. You can also use the Test button to send yourself a test message and experience the full flow.

Can I schedule this message to go out as part of an ongoing campaign?
Yes. We recommend using this feature as part of a scheduled campaign, for example, sending a rating message to patients who were seen for an appointment the previous day. This ensures you’re collecting feedback consistently and at the right time.

What if I don’t customize the thank you messages?
That’s fine. Every rating comes with pre-populated default text, so the feature works out of the box. You can customize any or all of the five rating responses whenever you’re ready.

Can I add a button or link to the thank you page?
Yes, for email and SMS. Each rating’s thank you page includes optional fields for a button label and URL. This is great for linking to a feedback form, contact page, or any resource you’d like to share. Buttons are not included in phone call delivery.

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What’s New: Automated Bed Hold Notifications in ACM Messenger

March 2026

Bed Hold notifications, simplified

When a resident is temporarily transferred out of your facility — for example, to a hospital — you need to notify families about the transfer and your bed hold policy. Until now, this often meant manually identifying transfers, looking up contacts, and sending individual messages.

With this release, ACM Messenger can handle that for you. Bed Hold notifications are now built directly into the audience filters and are connected to PointClickCare (PCC), so the right people get notified automatically.

What’s new

• New “Transfer | On Leave” filter — A new resident status option is available in the message builder. Select it to target residents who have been transferred or are on leave, based on real-time data from your PCC system.
• Choose specific transfer types — When you select Transfer | On Leave, you’ll see a list of transfer types pulled directly from your PCC setup. Pick the ones that apply, or select “All” to capture every leave event.
• Works across multiple facilities — If your organization has more than one PCC facility, ACM Messenger automatically combines transfer types from all selected facilities into one easy-to-use list.
• Schedule recurring notifications — Set up a daily job to automatically scan for newly transferred residents and send bed hold notifications on a recurring basis.

What stays the same

Your existing messaging setup, contacts, and templates are unaffected. This feature adds a new option to your recipient filters — it doesn’t change how anything else works.

Frequently Asked Questions

Who receives the Bed Hold notification?
Notifications are sent to the contacts associated with the resident in your ACM Messenger configuration, following your existing messaging setup.

What are Transfer Types and how do I know which ones to select?
Transfer types correspond to the leave-related events configured in your PCC system. The options shown in ACM Messenger are pulled directly from your PCC setup, so they’ll reflect the terminology your facility already uses.

What if I have more than one PCC facility?
ACM Messenger will automatically combine the transfer type options from all selected facilities into a single list, so you don’t need to configure them separately.

Can bed hold notifications be sent automatically each day?
Yes. You can set up a daily scheduled job that scans for residents with a relevant transfer status and sends notifications automatically. Note that contacts will receive a notification each time the job runs while the resident’s status remains unchanged.

Do I need to do anything to enable this feature?
If your facility uses PointClickCare and has transfer/leave data available, the new Transfer | On Leave option will appear automatically in your message builder. No additional setup is required.

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What’s New — Simpler Message Sending in ACM Messenger

March 2026

Sending messages just got easier

We’ve streamlined the message sending experience in ACM Messenger. Previously, template-saving options appeared alongside the fields for sending a message, which could make the process feel more complex than it needed to be — especially if you were new to ACM Messenger.

Now, sending a message and saving a template are two separate, straightforward actions. You’ll see fewer fields when composing a message, so you can get your message out faster.

What changed

• Cleaner message composer — When you go to send a message, you’ll only see the fields you need. Template options have moved out of the way.
• New “Save as Template” button — A dedicated button at the bottom of the message composer lets you save a template whenever you’re ready — no need to do it at the same time as sending.
• Post-send template prompt — After sending a message, you’ll be asked if you’d like to save it as a template for future use. This makes it easy to build your template library as you go.
• Save templates from the template page — You can also create and manage templates directly from the template page, independent of sending a message.

What stays the same

All the functionality you’re used to is still here. Template fields like category and scope haven’t changed — they’re just accessed through a dedicated modal now instead of being mixed into the send flow. Your existing templates are unaffected.

Frequently Asked Questions

When should I save a message as a template?
Save a message as a template when you plan to send the same or similar message again in the future. Templates let you reuse message content quickly without re-typing it each time. You can save a template from the template page or after you send a message.

Why do I need to give my message a template name?
Template names help you and your team identify the purpose or topic of a message when reviewing reports and message history. A clear name makes it easy to find and reuse templates later.

Has any functionality been removed?
No. Everything works the same as before — only the layout and flow have been updated to make things simpler and faster.

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What’s New — AI-Powered Form Creation in ACS Forms and Surveys

March 2026

Create forms faster with AI

Building digital forms just got a whole lot easier. ACS Forms and Surveys now includes two AI-powered tools that take the manual work out of form creation — so you can go from idea to finished form in minutes.

Upload a form you already have, or describe the one you need, and let AI do the heavy lifting.

What’s new

• Upload an existing form — Have a paper form, PDF, or Word doc you’ve been using? Upload it directly into ACS and get an editable digital version in seconds. No more re-entering fields one by one.
• Generate a form from a description — Tell the Form Assistant what you need in plain language — like “create a resident satisfaction survey with a 1–5 rating scale” — and it’ll build a complete form for you to review and refine.
• AI assistance while you edit — The Form Assistant is always available in the form editor. Whether you uploaded a form, generated one, or started from scratch, you can ask it to add fields, restructure sections, or make changes at any time.
• Easier to get started — The upload option is now built right into the “Create a Form” screen, so it’s easy to find from the start.

What stays the same

All your existing forms, templates, and workflows are unaffected. These new tools are additional options for creating and editing forms — nothing about your current setup changes.

Frequently Asked Questions

What file types can I upload?
The uploader supports common formats including PDF, Word documents, JPEG, and PNG. If you try to upload an unsupported file type, you’ll see a message letting you know. Supported formats are also listed in the upload window.

Will my uploaded form look exactly like the original?
The AI does its best to convert your form accurately, but we recommend reviewing the result in the editor before publishing. Field types, labels, and layout may need minor adjustments depending on the complexity of your original document.

Can I use the Form Assistant on a form I built manually?
Yes. The Form Assistant is available in the editor for all forms, regardless of how they were created. You can use it to add fields, restructure sections, or generate new content at any point.

Do I need any special setup to access these features?
No. These features are available to all ACS Forms and Surveys users as of the March 2026 release. No additional configuration is required.