A new checkbox option, “Allow deleting re-opened items,” is now available under Admin > Practice Admin > Practice Settings > Item Reopening.

When enabled, this setting allows users to delete re-opened chart items—including Orders, Results, Quick Notes, Patient Notes, Documents, and Prescriptions. These re-opened items will display a Delete button, enabling direct removal.

Clicking the Delete button prompts a confirmation popup where users must enter a reason for deletion.

Once the chart item is deleted, then the details of the staff and reason to delete the chart item is recorded in the ‘View Alter History’ page.

On the Appointment Prep page, users can now confirm appointments using the ‘Mark Confirmed’ button, or choose to cancel or reschedule appointments directly from the same screen.

A Department filter has been added to the Inbound SMS screen. Once selected, the system will retain the chosen department until the user selects a different one.

In the Assessment and Plan control, ICD codes are color-coded for clarity:

    •    Red (EN:) – Encounter ICDs

    •    Green (PL:) – Problem List ICDs

    •    Blue (CH:) – Charge History ICDs from the past year

Each code is prefixed accordingly to indicate its source.

A new 'Notes' field has been introduced in User Admin, allowing practices to document important user information, such as hire dates, managerial assignments, and other relevant details.

The Managed Meds page has been updated to improve usability and streamline medication management. 

Key enhancements include:

Quick Deletion of Outside Meds: A delete icon has been added next to outside medications in both Basic and Non-Basic views. This allows users to remove outside medications directly from the Manage Meds page without navigating elsewhere.

Clear Identification of Stopped Medications: Medications marked as stopped now display a ‘Stopped’ label next to the drug name in the Basic view, making it easier to distinguish inactive prescriptions.

Easy Access to Allergy Information: A new Allergy icon has been added to the top of the Manage Meds page. Clicking the icon opens a popup where users can quickly view and add patient allergies.

These enhancements simplify medication management and provide quicker access to critical patient information.

Users can now search for pharmacies using the phone number.

The Intended Pharmacy field on prescription chart items may not align with every practice’s workflow. To reduce confusion and streamline processes, practices can choose to hide this feature by enabling the following Global Setting:

When a patient's status changes from Inactive to Temp Active, users can now search for and upload documents to the patient's chart.

Upon opening a note, practices can now designate a default plan within the Assessment & Plan section.

This can be accomplished by adding **plan name** in the Optional Desc. of the Assessment & Plan Control in Note Template Admin. 

Then, when a note is opened in a patient's chart, the plan will automatically be inserted into the Assessment & Plan Control.