A new “Delete SubNotes” option is now available under the More menu in a patient note. This feature allows users to remove subnotes that were added in error.

Selecting Delete SubNotes opens a popup listing all subnotes manually added via Right-click, Note top menu (Add Form or Add Merge), or the Quick Add option.

Users can select one or more subnotes to delete. Once confirmed, the chosen subnotes and their associated data are permanently removed from the patient note (this action cannot be undone).

The space from a removed subnote will remain blank and is not automatically adjusted.

All delete actions are recorded in the Audit Log, including the Patient Note Control IDs of the deleted subnotes.

Within RCM Admin > Enterprise > Company, when the option “Show Unknown as option for Sex” is enabled, a new setting called “New Patient – Allow to Add Baby on the Way” is now available.

When enabled in Company settings, a checkbox will appear during patient registration. Selecting this option will automatically pull the guarantor’s last name, assign the first name as Baby1, default the sex to Unknown, and leave the date of birth blank. Instead of a DOB, the User will be prompted to enter a due date.

Once the baby is born, the EHR User can update the patient’s information by entering the correct name, date of birth, and gender.

The Chart Items widget now includes the option to display future-dated items. When the Date Type is set to Item Date, users can specify how many days into the future to show chart items by entering a positive number in the 'Future Items Date Range in Days' field. This setting helps users proactively monitor upcoming documentation or tasks.

Clients can now add custom notes to their Immunization Reports. A new 'Include Freetext' option has been added to Immunization Report Admin, allowing up to 1,000 characters. 

When this feature is enabled and text is entered, the note will appear below the Immunization grid on all enabled Immunization Reports.

The new Diagnosis History chart data widget displays unique ICD codes from both patient notes (across all note controls, such as multiselect picker, A&P, Plan Filtered Bluebox, mini referral, and referral smartbox) and Charge History ICDs.

Codes are listed in descending order by last used date, with date range options of 30, 60, 90, 180 days, 1 year, 2 years, 3 years, or All—defaulting to 30 days and persisting for the session. Each ICD entry shows the description, code, usage count (or 'Charge History' if only from Charge History), and last used date; if an ICD appears in both notes and charge history, only the note count is shown. The widget is collapsed by default, but can be expanded, revealing additional details like note date, note name, and provider. Clicking on a note row will open the corresponding patient note in the chart.

A new dropdown option, ‘Max – Daily per Family,’ has been added under On Scheduling > Patient Appointment Communications > Send Appt Text Message and Send Appt Email > Appt Disposition tab. 

This feature sends an email or text reminder only to the patient with the first appointment of the day in the family when multiple family members have Provider or Resource appointments on the same day.

To use this feature, select the ‘Max – Daily per Family’ option from the dropdown under Scheduling > Patient Appointment Communications > Send Appt Email or Send Appt Text Messages > Appt Disposition tab.

Mistakes happen! There are many scenarios where a user may accidentally add an update to the Conversation tab on a chart item and later realize it should be removed. Previously, the only option was to delete the entire chart item. Now, clients can grant specific roles permission to delete individual conversation entries.

In Practice Admin > Practice Settings > Item Reopening, a new option has been added: Allow deleting conversation entries within XX days of the conversation notification sent datetime. By default, this checkbox is unchecked, and the Days field is blank. Administrators can enable the checkbox and set the number of days after the conversation notification for which deletion is allowed.

When enabled, a trash icon will appear next to each conversation entry that falls within the defined timeframe.  Clicking the icon prompts a confirmation window before the entry is deleted.

All deleted notification history is logged under Alter History within the Item Reopening page.

When scheduling an appointment for a patient already on the wait list, the system will show a Current Wait List section directly on the Book Appointment screen. This allows users to see the patient’s existing wait list entry and confirm or update scheduling details as needed during the booking process.

See Update Feature Brief for more details.

Check-In Admin has been enhanced to allow clients the ability to mark any Patient or Guarantor Demographic field as 'Label Only.' 

When a field is set to Label Only, it is visible to patients during check-in (via the Check-In link or Receiver App), but they will not be able to edit it.  

The Check-In feature has been upgraded to provide patients with a more streamlined and complete intake experience. Patients can now upload a personal photo and securely capture important documents, such as a driver’s license or immunization records, directly during check-in. This enhancement helps practices save time, reduce manual data entry, and ensure accurate records are stored in the patient chart from the start of the visit.

See Feature Brief