System Update - 4/28/2026

What's New

Group Notes

  • Group notes now auto-save as a single draft across both steps, with an option to manually save progress and resume later.

Patient Portal - Patient Requests

  • Added the ability to review, approve, or deny patient-submitted scanned documents from the Pending Patient Requests tab of Pending Notifications.

Diagnosis and Problem List

  • Diagnosis information is now available from the quick views in the header toolbar and client sidebar, improving visibility and consistency across the client record.

  • Users can now associate a diagnosis with multiple programs, improving accuracy in documentation and reporting.

Configuration

  • Introduced separate configuration controls for SNOMED codes on Diagnosis and Problem List pages to support more accurate clinical workflows.

Resolved Issues

Forms
  • Fixed an issue where dynamic forms did not refresh the client name when switching between clients.

Diagnosis & Problems

  • Fixed inconsistent behavior when entering ICD-10 and SNOMED codes, ensuring only one code type is saved and displays correctly.

ePrescribing

  • Resolved an issue preventing medications from being available for ePrescribing due to missing NDC mapping.

Payor Assignment

  • Fixed the funding source search so results now filter correctly based on user input.

Sensitivity Settings

  • Corrected issues with multiple sensitivity classification selection, including validation errors.

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