A new Show Specimen option and specimen dropdown have been added, allowing practices to replace free-text specimen entry with a standardized list.

To configure this feature, go to EHR Admin → Orders → Test Codes. A new 'Show Source' checkbox is now available, along with a Source field and down arrow for adding selectable values. A 'Source Associated with Test' section displays all configured source options for that test.

Source: Enter the desired source text, then click the down arrow to add it as a new entry. Each entry supports up to 50 characters.

Source Associated with Test: This section lists all added source values. Each value will appear as an option in the specimen dropdown within the Lab Order UI.

When this feature is enabled, and a user adds a test code to a patient record, the system will automatically default the specimen dropdown if only one Specimen Source exists. If multiple sources are available, the user can select from the dropdown list.

We have added a new user setting, 'Show Cancellation Reason,' to the Chart View preferences. When enabled, the cancellation reason will appear next to the Cancelled disposition in the chart tree.

When adding insurance to a patient, a new 'Check Eligibility on Save' option is now available. This option is checked by default, allowing the system to automatically verify insurance eligibility upon saving.

Clicking the Insurance hyperlink on the Activity page opens the selected insurance plan details on the Insurance Plan tab within the Patient Details page.

Additionally, the View button has been updated to display 'View Ins Card.' If an Insurance Card chart item exists for the patient but no scanned copy of the card has been uploaded, the button will instead show 'Pending Upload.' 

The Insurance Card Chart Item has been updated to include the 'Rank' field directly on the Details tab. Additionally, selecting the Retrieve Image, Upload, or Send Text/Email buttons now triggers an automatic save, removing the need for an extra click.

We’ve improved the Statement Control settings in both the EHR and PM Admin modules. Practices can now specify an email address as the preferred contact method on patient statements. 

Within Statement Control in both the PM and EHR, we have added a new checkbox labeled 'Use Email for Questions.' When selected, an additional text field appears where users can enter an email address (up to 50 characters) to be displayed on patient statements.

When ‘Use Email for Questions’ is checked and a valid email address is entered, the system will display that email address as the contact method for any patient inquiries on their statements.

We have added a new 'Show Pending' filter to the Unsigned Results widget.

When this option is enabled, the widget includes a 'Pending' column that clearly indicates whether all lab results are complete or if any items are still outstanding.

This feature becomes available when the Enable Lab Results Reconciliation setting is turned on in: Admin → Global Settings → Other.

Then, on the Unsigned Results widget, enable the 'Show Pending' setting.

Once enabled, the widget displays a 'Pending' column.

This column indicates:

    •    'X of Y' — if some results are still pending

    •    'Ready' — when all ordered tests have been completed

Additionally, the result chart item continues to display the result status for further clarity. 

We’ve improved the document upload experience in DM Web to offer more efficient chart-linking options.

When a document is uploaded, and its type does not match the referral or lab order types configured in Admin, users will now see a pop-up window prompting them to link the document to a chart item.

Note: The linkage pop-up will not appear if the user's role has enabled the 'Disable Chart Item Link on Document Upload' preference.

The Diagnosis History chart widget has been enhanced to make encounter diagnoses easier to review and understand. Previously, each ICD code was displayed on its own line, even when multiple diagnoses were related. With this update, diagnoses are now intelligently grouped under their corresponding Patient Problem.

If an encounter diagnosis matches a configured Patient Problem in Admin, it will now appear under that Patient Problem’s Name as a single consolidated group.

Appointment: We have added new filters for Disposition, Superbill Status, and Booked By.

Document: We have added new filters for Signed Status, Created By, Document Type, Patient eSign Status, and ICD Codes.

Insurance Card: We have added new filters for Signed Status, Created By, and ICD Codes. 

Order: We have added new filters for Signed Status, Created By, Order Set, Order Status, and ICD Codes. 

Patient Forms: We have added new filters for Signed Status, Packet, and Created By. 

Quick Note: We have added new filters for Signed Status, Created By, and Type (Quick Nots, Advanced Msg - Incoming and Advance Msg - Outgoing). 

Referrals: We have added new filters for Created By, Auth Status, Response Status, and ICD Codes. 

Work Order: We have added new filters for Created By, Disposition, and Assignment.