A Sign icon has been added to the Document PDF Editor tool. When users click the Sign icon, the system will automatically:
Note: The Sign icon will not be displayed if the document’s Patient eSign Status is set to either ‘Patient Only – Awaiting Patient’ or ‘Patient Provider – Awaiting Patient’.
Widgets have been enhanced to allow users to toggle and view On Hold chart items. This functionality now mirrors the behavior of Snoozed notifications by displaying an “On Hold - (#)” label in the widget header. Clicking this label will display the list of On Hold items.
If the widget settings have ‘Include On Hold’ enabled, On Hold items will be displayed by default. If the setting is disabled, users can still access On Hold items by clicking the “On Hold” label in the header.
The system has been enhanced to support partial payments for Non-Encounter Charges. The charge field is now editable, defaulting to the full charge amount, but allowing users to manually enter a lesser amount if needed.
A new “Notes” column has been added to the Referring Provider Search window and Referral chart item. This column displays information entered on the Admin > Referring Physician screen, enabling users to view provider-specific notes (e.g., Medicaid acceptance) prior to making a selection.
When a Distributed Document is signed in the patient chart and later unsigned using the Reopen feature, all previously read-only fields in the PDF will become editable, and the PDF will be reloaded with the latest version.
A Cancel/Reschedule button has been added to the Check-Out > ‘Next Appointment / Book Appt’ section.
If the user’s role does not have reschedule permissions, only the Cancel button will be displayed—consistent with how this restriction is handled on other EHR pages.
The workflow for this button follows the same behavior as the Cancel/Reschedule functionality used in the appointment chart item.
Users can now enter “T” or “t” in a date field within a note to automatically populate it with today’s date.
When a patient updates their medication history—either through the Portal or during Check-In—and marks a medication as no longer taken, providers now have the option to Ignore the change.
This is especially useful in cases where the patient may have accidentally marked the medication as discontinued.
A Diagnosis column has been added to both the Referral In and Referral Out chart header widgets.
When users hover over the diagnosis code(s), the corresponding diagnosis description will be displayed as a tooltip.
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.
