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.

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

The color options under Standard Preferences > Orders/Results have been updated for the following result types:

    •    New Lab Results

    •    Changed Results

    •    Out of Range Results Printed

    •    Out of Range Results

These enhanced options now align with the color selections available in Flowsheets, providing a more consistent and customizable visual experience across the system.

An 'Emergency Contact Type' dropdown has been added to the Emergency Contact section in Patient Registration. Patients can also complete this field during check-in.

The dropdown values are pulled from General Codes File Maintenance > Contact Type, and include a hardcoded 'Other' option. When 'Other' is selected, a textbox appears, allowing users to enter a custom contact type.