This enhancement improves flexibility in Enrollment Management by allowing users to close enrollment requests even if the associated plan’s Payer ID has changed after the enrollment was created.
Previously, such enrollments could not be closed due to validation errors, requiring temporary payer mapping reversions. This update removes that operational bottleneck while maintaining system validation controls and audit integrity.
This enhancement introduces comprehensive signature renewal configuration, automated expiration handling, and a visual expired consent indicator within the patient profile. Consent templates now support configurable renewal intervals, patient consents automatically manage end dates and expiration status based on those settings, and expired consents are clearly flagged in the patient banner. Together, these updates ensure accurate consent lifecycle management, prevent duplicate active consents, and improve visibility of outdated forms.
This enhancement introduces a user-level preference that controls whether ineffective CPT codes appear in order search results. It allows users to optionally include CPTs that are not effective on the selected Order Date, while clearly distinguishing their status in search results and enforcing appropriate validation rules.
This enhancement introduces a multi-selection capability for AOE (Ask at Order Entry) fields configured with a Dropdown reason type. It provides greater flexibility during order entry by allowing multiple applicable responses to be selected when needed.
This enhancement enables automatic capture and display of the Rx Number when scanning a supported barcode in the Prescription pad. When available within the barcode data, the Rx Number is populated alongside medication details, eliminating the need for manual entry during prescription documentation.
This enhancement introduces a user-level preference that allows histories to be displayed in alphabetical order across the application. By enabling the “Sort Histories Alphabetically” setting, users can control how history records are listed, improving consistency and ease of navigation.
This enhancement introduces a scheduler-level setting that allows practices to send a single consolidated reminder for all same-day appointments instead of multiple individual reminders. Reminders can be sent via configured channels (email, SMS, or both). Additionally, audit logging has been implemented to track all changes made to this setting, ensuring visibility, accountability, and compliance.
This enhancement removes the Clinical Module Sorting option from My Preferences in the Personal module and consolidates it into the Customization Menu within the Patient module. The change centralizes configuration settings and ensures Clinical Module Sorting is managed from the appropriate workflow location.
This enhancement improves appointment reminder emails for resource-based bookings by clearly displaying both the resource name and the linked provider, when applicable. The update ensures patients receive complete and accurate appointment details, reducing confusion and improving communication clarity.
This enhancement introduces a Legal Sex section in the Demographics tab and renames the existing Gender field to Birth Sex. The update supports standardized demographic data capture, improves clarity between legal and birth sex values, and ensures alignment with documentation and compliance requirements.
Posted On: Oct 20, 2026
Posted On: Oct 20, 2026
Posted On: Oct 20, 2026
Posted On: Oct 20, 2026
Posted On: Oct 20, 2026
Posted On: Oct 20, 2026