This enhancement refines scheduling permissions to restrict deletion of past-dated schedule blocks unless the user is explicitly authorized. It is intended for practices managing provider and resource schedules and ensures historical scheduling data remains protected from unintended changes.
This enhancement updates the Day Sheet Summary Report to include a consistent Total Visits column across all grouping options and adds multi-select functionality to all report fields. It is intended for users who run operational and visit-volume reports and need more flexible filtering while maintaining accurate visit counts
This enhancement updates Problem List behavior to ensure that problem statements and resolution history are retained when entries transition between CPT-level and claim-level contexts. It is intended for users managing billing-related issues and prevents loss of historical data when Problem List entries are created or corrected at different levels.
This enhancement introduces granular permission controls within the Claims module, allowing administrators to manage user access at the sub-module level. It replaces the previous all-or-nothing access model and supports role-based access by aligning permissions with specific job responsibilities.
This enhancement adds a Status filter to the Patient Aging Report, allowing users to control whether Debt Setoff appointments are included, excluded, or viewed independently. It is intended for billing and reporting users and preserves existing report behavior while providing additional filtering flexibility.
This enhancement adds a user preference that controls whether a patient’s home zip code is automatically filled when opening the Pharmacy Search window. It is intended for users who search for pharmacies from multiple workflows and need the ability to view either location-filtered results or an unfiltered list.
This enhancement updates the Worker’s Compensation Case workflow to display and store the State of Accident when an accident is related to employment. It is intended for users managing Worker’s Compensation cases and ensures required accident details are captured for downstream claim and EDI processing.
This enhancement introduces separate permissions for adding schedule blocks and adding or editing past-dated blocks in the Scheduler. It is intended for administrators managing scheduling access and ensures that historical and future scheduling data can only be modified by authorized users.
This enhancement adds a real-time spell checker to the Chemotherapy Manager to support accurate and consistent clinical documentation. It is intended for users entering free-text information and helps identify and correct spelling errors during documentation without interrupting existing workflows.
This enhancement updates appointment reminder emails for patients who have multiple appointments scheduled on the same day. Instead of receiving separate emails for each appointment, patients receive a single consolidated reminder with options to manage all appointments at once or individually, ensuring accurate appointment status tracking.
Posted On: Jul 30, 2026
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Posted On: Jul 14, 2026
Posted On: Jul 14, 2026