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.

The EHR system allows healthcare practices to set up and manage auto-reply messages for unsolicited text messages, ensuring patients receive timely and appropriate responses during unexpected office closures or after-hours periods.

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The E&M control now allows providers to select both Preventative and Problem-Focused procedure codes simultaneously.

When both are selected, A&P diagnoses are automatically assigned based on the following logic:

Z00 codes are linked only to the Preventative procedure code.

Non-Z00 codes are linked only to the Problem Focused procedure code.

If the user clicks ‘Combine Plans’ in the A&P control, any non-Z00 ICD codes associated with the Problem-Focused code will also be applied to the Preventative code.

Additionally, users can manually override the E&M CPT code by selecting a different option from the dropdown. 

The RAF Score API calculates a patient’s risk score based on age, gender, dual status, institutionalized living, and active problem list ICDs. Scores are recalculated every 30 days upon opening the patient chart. Users can edit the ‘Status’ and ‘Institutionalized Living’ fields that call for score recalculation. Scores are recalculated when a problem list record is added, deleted, or edited. The RAF Score is displayed in the chart header, ICD Summary.

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The Lab Handout chart item streamlines the process of how providers review and share lab results with patients. It provides a clear, concise view of lab results, making clinical conversations more effective and patient-friendly.

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A new setting, ‘Show Patient Age at Appointment Date,’ has been added under Admin > Scheduling > Schedule Settings.

When enabled, if a patient is younger than the specified age, their age at the time of the selected appointment slot will be displayed on the Book Appointment screen.

For example, if a patient born on 08/19/2024 books an appointment for 08/11/2025, their age will display as 11 months old at the time of the appointment.

In some cases, users may need to manually send the Check-In link to patients from the EHR Check-In screen. To support this, clients can now customize the text message patients receive. Go to Admin > System Setup > Lookup List > Check-In Text.

The screen provides guidance to help clients understand formatting rules, including what content is allowed and what is restricted.

SMS messages are limited to 160 characters. To ensure space for the Check-In URL, please note that only 120 characters are available for your custom message. Keep in mind that bookmarks count toward your character limit and can significantly reduce the space available for your custom text.

Example:

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.

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.

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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.'