Sorted:

autoaccept1

Auto-Accept Appointment Requests Based on Visit Reason

This enhancement updates Patient Portal scheduling to automatically accept and book appointment requests when the selected Visit Reason matches configured availability. It reduces manual review for valid requests while ensuring scheduling rules, availability, and provider constraints are enforced.

Configurable Standing Order Enablement by Order Type

This enhancement introduces a configuration option that allows practices to control where Standing Orders are available. It enables administrators to individually allow or restrict Standing Orders for Lab, Radiology, and Procedure order types through EHR settings, ensuring alignment with practice-specific workflows.

Standardized Reference Range Behavior for Automatic Result Flagging

This enhancement standardizes how reference ranges are defined and interpreted across procedure configuration and result entry workflows. It is intended for users configuring CPT procedures, laboratory codes, and entering lab results, and ensures consistent automatic result flag calculation by providing clear guidance and expanded qualitative support.

Allow Hyphen in Location PIN for SFLSI Segment

This enhancement updates the Location PIN field used in provider and plan mapping to support hyphens in addition to alphanumeric characters. It is intended for users configuring payer-required identifiers and resolves limitations that prevented entry of valid Location PIN formats, which could lead to SFLSI segment rejections and manual rework.

New Report to View Payments Posted Through Collection Agencies

This enhancement introduces a new report that provides visibility into payments recovered through third-party collection agencies. It is intended for billing and financial users who need a clear, system-based view of post-collection payments, addressing the absence of a dedicated report for tracking recovery amounts and agency performance.

Auto-fetch Eligibility for Cost Estimation and Show Eligibility Prompts Consistently

This enhancement updates the Cost Estimator to automatically retrieve and refresh insurance eligibility data and to display eligibility-related messages consistently across the application. It is intended for users generating cost estimates and resolves issues caused by stale eligibility responses, missing automatic inquiries, and inconsistent messaging for future dates of service.

Rel-02-DeletePN2

Enhanced Permission Rules for Deleting Provider Notes

This enhancement updates provider note deletion logic to account for billing and statement status in addition to user permissions. It is intended for clinical and billing users and prevents deletion of provider notes when associated charges or patient statements would create data inconsistencies or compliance risks.

update1

Updated Occupation and Industry Dropdowns in Social History

This enhancement updates the Occupation and Industry fields in the Social History section to use searchable dropdowns backed by updated datasets. It is intended for clinical users documenting patient employment history and improves accuracy and usability when selecting values from large occupation and industry lists, while preserving previously saved patient data.

Standardized Reference Range Behavior for Automatic Result Flagging

This enhancement standardizes how reference ranges are defined and interpreted across CPT code configuration and lab result entry workflows. It is intended for users configuring procedures, laboratory codes, and entering lab results, and ensures consistent automatic result flag calculation by providing clear guidance and expanded qualitative value support.

multistage1

Expanded Appointment Reminder Configuration

This enhancement updates appointment reminder configuration to allow practices to schedule reminders up to 30 days in advance, with optional support for a single custom reminder day beyond 30 days. It is intended for administrators managing patient notifications and provides greater flexibility while maintaining existing reminder delivery and compliance behavior.