Release Notes – Page 23

Provider Pin Audit Trail

With this enhancement, you can now see a clear audit trail of changes made to Provider Plan PINs for both Practice Providers and Referring Providers. This helps you track who changed what and when—all in one place.

Balances in Collection Report

A new report—Balances in Collections—is available in the Reports Module > Patient bucket to give practice supervisors a concise, printable list of all appointments/patients whose balances have been transferred to collections. The report includes key operational fields (e.g., Transfer Date, Transfer By, Agency Name, Amount), flexible filters, and optional grouping with per-agency totals and a final summary table for quick financial oversight.

Add Case Manager and Advocate as Patient Contacts

With this enhancement in the CureMD application, users can now add “Case Manager” and “Advocate” as support contact types in Patient Demographics, along with the ability to capture fax numbers.

Auto-Accept Patient Portal Requests for Registration, Appointments, and Demographic Updates

With this enhancement in the CureMD application, practices can now automatically accept patient portal requests for registration, demographic updates, and appointment scheduling. This will save staff time by reducing manual review with safeguards in place to prevent scheduling conflicts or duplicate chart creation.

Retrieve Sexual Orientation from Social History during HIS Batch Generation

With this enhancement in the CureMD application, the HIS Batch process now retrieves Sexual Orientation details directly from the Social History module under the “Sexual” tab. This ensures that accurate patient information is captured while ignoring any Sexual Orientation values entered on the Demographics page.

Ability to Add Cancer Staging from Provider Note

With this enhancement in the CureMD application, providers can now add Cancer Staging screen directly from a draft provider note, with patient diagnoses automatically displayed. This will allow providers to stage or restage conditions seamlessly without navigating away from their clinical workflow.

Prescription and Refill Restrictions for Inactive Patients Across All Workflows

With this enhancement in the CureMD application, prescribing and refill functionalities are disabled for patients whose status is marked as Inactive, and users are notified accordingly through popups or tooltips across relevant workflows. This ensures users are informed of patient eligibility before proceeding with ePrescriptions.

Ability to Discard Errors from the eRx Errors Tab

With this enhancement in the CureMD application, the user discards individual prescription errors from the eRx Errors tab after a successful replacement has been sent. This ensures that the Quick Links counter and error list reflect only the remaining actionable items.

Ability to Mark a Laboratory as Default at Practice Level

With this enhancement in the CureMD application, practice users can now set a laboratory as the default for the entire practice. This ensures consistency and efficiency when placing lab orders, as the selected default lab will automatically populate for all current and new patients, unless manually overridden at the patient level.

Provider Pin Audit Trail

Balances in Collection Report

Add Case Manager and Advocate as Patient Contacts

Auto-Accept Patient Portal Requests for Registration, Appointments, and Demographic Updates

Retrieve Sexual Orientation from Social History during HIS Batch Generation

Ability to Add Cancer Staging from Provider Note

Prescription and Refill Restrictions for Inactive Patients Across All Workflows

Ability to Discard Errors from the eRx Errors Tab

Ability to Mark a Laboratory as Default at Practice Level

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