On the Check-In page, users can click the arrow next to an insurance entry to view detailed information, including the Primary Care Provider (if available), Policy Holder, and Policy Number.

A new Conversation tab has been added to Rx Refills, allowing users to track back-and-forth communication and add additional notes related to the refill request. This tab follows the existing conversation notification workflow.

Previously, when users received lengthy messages, they had to reply to view the full content. To improve this experience, a View/Print icon has been added to the Messages tab. Clicking this icon opens a pop-up window where users can easily read the entire message and print it if needed.

A new Auth Status Date field has been added to Referrals. By default, this field will populate with today’s date when a new referral is created. As users update the Auth Status dropdown, the Auth Status Date will automatically update to reflect the change. However, the date can still be manually edited if needed.

This date will also be displayed in the Referral Widget, shown next to the Auth Status for quick reference.

Users can now select ‘Send Denial + New Rx to Follow’ when responding to a prescription refill request. When this option is used, the original refill request will be denied, and a new prescription will automatically be initiated in the patient’s chart.

A new standard preference 'Include Financial Class in Insurance Plan Search' has been added under the Chart category. 

When this feature is enabled and a user is adding a new insurance entry, they will be able to search by Financial Class, and the Financial Class name will be displayed in the search results.

Additionally, when searching for an insurance plan in the dropdown, the results will follow this format: Insurance Plan – Financial Class – Address – NEIC.

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.