This enhancement updates the patient filter label on the Clinical Quality Reports page from Gender to Birth Sex. The change aligns report terminology with patient demographic data and promotes consistency across the application while preserving existing filtering functionality.
This enhancement introduces a practice-wide Review Timestamp setting that allows organizations to display the most recent review information for Medications and Allergies within SOAP notes. When enabled, users can see who last reviewed a component and when the review occurred, improving clinical visibility and ensuring up-to-date patient information during encounters.
A new configuration setting, "Case Require Insurance Selection", has been introduced to control whether insurance selection is mandatory during Case Review completion. Previously, users could save a Case Review without selecting insurance, which could result in incomplete documentation. This enhancement allows practices to determine whether insurance selection should be required or optional based on their workflow and compliance requirements.
This enhancement standardizes the alignment of the criteria header section across reports by displaying all header fields aligned to the left margin. It improves readability and ensures consistent formatting of report parameters across different report types and outputs.
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.
Posted On: Aug 26, 2026
Posted On: Aug 26, 2026
Posted On: Aug 26, 2026
Posted On: Aug 26, 2026
Posted On: Aug 26, 2026
Posted On: Aug 26, 2026