A new feature, ‘Vital History,' has been added to help record and manage a patient’s historical vital signs, with a special focus on capturing vitals for patients transferred from other practices.

See Feature Brief

A new Standard Preference has been added to the Notes category called 'Never allow additional signers on my notes.' When enabled, the additional signer logic will be removed if the logged-in user has this preference enabled and matches the provider on the note. 

This preference is particularly useful for practices that employ both physicians and non-physician practitioners. Typically, physicians would enable this setting to prevent additional signers on their notes, while non-physician users would leave it disabled. 

A new Vitals Flowsheet has been added to consistently view and record vital signs.
 

When users select the Vitals Flowsheet, it will load only the vital fields with field names configured in Global Settings > Vital Fields. 

When users click on a row to enter or edit a vital value, a hardcoded subnote will open for vital entry. Upon saving, the entry is saved as a subnote named ‘Flowsheet Vitals.' The functionality for editing, saving, and deleting entries in the Vitals Flowsheet follow the same logic currently used across other flowsheets.

All vital values recorded in the subnote are automatically synced with the Growth Chart.

When users click 'Delete' on a vital entry within the flowsheet, the system displays a confirmation alert stating: ’Deleting this value will also delete the entire subnote and vitals values on that subnote. Click Ok to delete or click Cancel to cancel delete.'

A new ‘H’ (History) icon has been added to the Check-In page to provide access to the patient's insurance eligibility check history.

Clicking the 'H' icon opens the 'Patient Eligibility Check History' popup, displaying a log of all prior insurance eligibility checks for the selected patient. The 'Elig. Check By' column will display the username if the eligibility is checked manually, or ‘Batch’ if the eligibility is checked by batch runs.

A new setting called ‘Geofencing Radius’ has been added to Global Settings. This allows clients to define the maximum distance (in miles) from their office location that users are permitted to access the system.

If no value is entered, the system will default to a two mile radius. Clients can customize this setting by entering a value up to 99.99 miles. This gives users flexibility to tailor access boundaries based on their specific operational needs.

Within the Assessment and Plan control, ICD codes are displayed with color-coded indicators for easy identification:

Red – Encounter ICDs, prefixed with EN:

Green – Problem List ICDs, prefixed with PL:

Blue – Charge History ICDs from the past year, prefixed with CH:

These visual cues help users quickly understand the source of each diagnosis code.

Sometimes, it is helpful to view which patients were seen by a provider on a specific day, even if that provider is no longer active. To support this, users can now select ‘All’ under the Provider option in Schedule Settings.

Additionally, if an inactive provider was assigned as the Intended Provider, their name will now appear in red on the schedule and resource slots for easier identification.

A new 'Include Details' option has been added to the Fax Usage Report. When selected, the generated PDF will now display a detailed list of all faxes sent within the specified date range. The details will include the Fax ID, Transaction Date, From/To Numbers, Number of Pages, and the Type (Inbound/Outbound).

An additional search option has been added to the Chart Item search in Quick Notes, allowing users to filter results by Signed, Unsigned, or All. The default filter is set to 'All.'

The Healthwatcher Items widget type now includes the ability to filter by Financial Class and/or Insurance Plan.