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 prevents patient statement generation when associated charges contain inactive CPT codes. It ensures that only valid CPT codes are included in statements, reducing billing inaccuracies and supporting compliance requirements.
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 introduces a validation warning during billing plan configuration to ensure required information is provided for eligibility transactions. It helps prevent eligibility failures for Medicaid California by prompting users to enter the necessary Plan PIN and IRAI qualifier.
Posted On: Jul 30, 2026
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Posted On: Jul 14, 2026
Posted On: Jul 14, 2026