This enhancement introduces separate Patient Birth Sex and Patient Legal Sex fields which can be added within provider note and letter templates. It allows users to accurately represent patient demographic information in clinical documentation while maintaining compatibility with existing templates.
This enhancement updates the Scheduler appointment tooltip to display the patient’s Chart Number, enabling users to quickly identify patients without opening their profile.
This enhancement introduces the AUDIT-C assessment in Assessments with structured questions, predefined answer sets, and automatic total score calculation. It enables consistent documentation of alcohol use screening and standardized capture of assessment data for clinical review.
This enhancement adds visibility of the Care Enrolled status within appointment logs and tooltips when enabled at the practice level. It allows users to view and track Care Enrolled status directly within scheduling workflows without navigating to the patient record.
This enhancement introduces sorting controls for appended comments (addendums) within Provider Notes. Users can now choose how addendums are displayed, improving readability and making it easier to review note history based on their preferred order.
This enhancement introduces a new scheduler-level setting that requires users to select a cancellation reason before canceling an appointment. It ensures consistent documentation of cancellations and supports improved reporting and compliance tracking.
This enhancement allows users to include the “@” character in the Pharmacy Instructions field across prescription workflows. It removes previous input restrictions and ensures accurate capture of pharmacy-specific instructions.
This enhancement updates the Immunization Report to improve clarity by renaming key columns and standardizing how administered dates and lot expiry information are displayed. It ensures users can easily review immunization details with clear and consistent labeling.
This enhancement updates copay handling during e-superbill merges for the same Date of Service (DOS). It ensures that only one copay is retained per visit and prevents duplication of patient balances when multiple appointments are merged.
This enhancement introduces practice-level control over Lab Result View. Administrators can now enforce a consistent view across the practice or allow users to select their preferred view, improving flexibility and standardizing the lab result experience.
Posted On: Jul 30, 2026
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Posted On: Jul 14, 2026
Posted On: Jul 14, 2026