New Features & ImprovementsEnsora AI  AI Generated Past Note/ Client Summaries included in a new add-on designed to streamline documentation and give providers clearer insight into client care. Ensora AI includes: AI Telehealth Notes: Automatically generate a draft progress note from your recorded telehealth sessions, helping you save time while keeping your clinical voice. AI Telehealth Notes AI Case Summaries: Quickly get up to speed with an AI-generated summary that brings together signed assessments, treatment plans, and progress notes for each case. Ensora AI: AI Case Summaries

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsTasks You can now assign tasks to other staff members. The person assigning the task can edit it, while the assignee can mark it complete and add notes. Notifications will alert you when tasks are assigned, edited, or nearing their due date. See Tasks List Page for more information. Clients The Client Details page has been redesigned for speed and simplicity. Active and archived forms now have separate tabs to reduce clutter, and key client information is highlighted at the top for quick action. These updates are designed to streamline your workflow and improve navigation across the app. See Add or Edit Client Details for more information. [Back to Top]   Defect FixesSchedule We fixed an issue where some SMS reminder replies were missing from the Reminders Log, especially if the related appointment was deleted. All SMS messages now appear correctly for a complete history. Cases & Notes For accounts using Manage Billing services, users without claims page access were being logged out when marking a note as “Ready for insurance billing.” Now, you’ll see a confirmation message instead. Resolved an issue that, in rare situations, prevented users from clicking the “Manage all pre-defined options” button on the Interventions section of progress notes.  Billing For Ensora Pay batch payments, clicking the batch payment ID now correctly opens the report to review credit card charges. Organization  Payroll validation errors now appear when pay rate dates overlap, so you can quickly correct conflicts. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsTasks You can now assign tasks to other staff members. The person assigning the task can edit it, while the assignee can mark it complete and add notes. Notifications will alert you when tasks are assigned, edited, or nearing their due date. See Task List Page for more information. Dynamic Forms Several dynamic clinical forms have been improved for easier completion. The NICHQ Vanderbilt Assessment Follow-Up - Parent and Teacher Informant, CSSRS, BDI, and ASAM forms that were added as archived forms for anyone subscribed before Dec 17, 2025 have been changed from client forms to multi‑use case forms. Question types have also been refined for a smoother experience. New subscribers after 12/17 will see these as active dynamic forms. [Back to Top]   Defect FixesSchedule We fixed an issue where some SMS reminder replies were missing from the Reminders Log, especially if the related appointment was deleted. All SMS messages now appear correctly for a complete history. Cases & Notes For accounts using Manage Billing services, users without claims page access were being logged out when marking a note as “Ready for insurance billing.” Now, you’ll see a confirmation message instead. Resolved an issue that, in rare situations, prevented users from clicking the “Manage all pre-defined options” button on the Interventions section of progress notes.  Billing For Ensora Pay batch payments, clicking the batch payment ID now correctly opens the report to review credit card charges. Dynamic Forms Fixed a performance issue with the ASAM dynamic form that could cause crashes while editing. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsTasks You can now assign tasks to other staff members. The person assigning the task can edit it, while the assignee can mark it complete and add notes. Notifications will alert you when tasks are assigned, edited, or nearing their due date. See Task List Page for more information. Clients The Client Details page has been redesigned for speed and simplicity. Active and archived forms now have separate tabs to reduce clutter, and key client information is highlighted at the top for quick action. These updates are designed to streamline your workflow and improve navigation across the app. See Add or Edit Client Details for more information. Dynamic Forms Several dynamic clinical forms have been improved for easier completion. The NICHQ Vanderbilt Assessment Follow-Up - Parent and Teacher Informant, CSSRS, BDI, and ASAM forms that were added as archived forms for anyone subscribed before Dec 17, 2025 have been changed from client forms to multi‑use case forms. Question types have also been refined for a smoother experience. New subscribers after 12/17 will see these as active dynamic forms. [Back to Top]   Defect FixesSchedule We fixed an issue where some SMS reminder replies were missing from the Reminders Log, especially if the related appointment was deleted. All SMS messages now appear correctly for a complete history. Cases & Notes For accounts using Manage Billing services, users without claims page access were being logged out when marking a note as “Ready for insurance billing.” Now, you’ll see a confirmation message instead. Resolved an issue that, in rare situations, prevented users from clicking the “Manage all pre-defined options” button on the Interventions section of progress notes.  Billing For Ensora Pay batch payments, clicking the batch payment ID now correctly opens the report to review credit card charges. Dynamic Forms Fixed a performance issue with the ASAM dynamic form that could cause crashes while editing. [Back to Top]

Version (or App Version): 20251215.13 Jump to Section:New Features & Improvements Portal App Defect Fixes Portal App   New Features & Improvements Portal Change SOAP Note Field to “Rendering Provider” The title of the “Therapist (Rendering Provider)” field on SOAP Notes has been changed to “Rendering Provider”. Downloading SOAP Note from Inside the SOAP Note is Slower than from the SOAP Note List Page We made a change so that downloading SOAP Notes when viewing the SOAP Note will be faster.  NOTE: The following improvements were made to the Mobile App with the release on 12/17/2025: Please download the app version  20251215.13 to experience these updates.  AppDark Mode is Here!  We are excited to announce that users now have the ability to use the app in either light or dark mode. The app will automatically choose the display mode based on your device settings, or you can manually change the display mode under the User avatar on the Student Notebook screen. Support 16KB Memory Page Size Requirement for Android We have updated the app to support 16KB memory page sizes as required by the Google Play Store. [Back to Top]  Defect Fixes Portal Unable to Run SOAP Notes Report for Dates Prior to 3/1/2023 Users can now run the SOAP Notes report for all dates, including dates prior to 3/1/2023. Error Opening Exported Student Programming We resolved an issue where special characters in a student’s programming were causing issues with the export. Student’s Age on SOAP Note Header Should not Update when the SOAP Note is Edited The student’s age on the SOAP Note header is set based on the session date of the SOAP Note and will not change when the SOAP Note is edited.   AppUnable to Undo Past Target Data from Custom Playlists Users can now undo past target data from inside custom playlists.  [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsCompounds Compounds can now be grouped into categories. Organize compounds using the Compound Maintenance page. ID.me 2FA The last signing device is now remembered and set as the default. Allergy Synchronization Improved allergy synchronization with EHRs to prevent potential duplication. Sig Builder Added new dose quantities to better support liquid medications. Customer Maintenance Portal Release Notes and Knowledge Hub links are now available. The Doctor Lookup view has been optimized to display results based on the account. The Pharmcom Lookup has been improved for better readability.  Defect FixesMedication Views Corrected Active and Previous Medications lists scaling. Duplicate Messages Corrected a bug that could create duplicate prescription messages. These extra copies were previously shown as failures. Prescriber Report Corrected time zone handling on the Prescriber Report. The report now honors the time zone selected on the Account Settings page. Add Pharmacy Modal Corrected a bug that could prevent the Add Pharmacy modal from displaying. [Back to Top]

 Defect FixesClaim File Indicator Code Missing Claim Filing Indicator codes will now correctly appear in Loop 2000B of the 837 claim. Previously, these codes were missing. Notes Appearing as Abbreviated The Daily Note will now default to the Normal format unless all payers for a client’s case and visit are set to Abbreviated note format. In that scenario, the Daily Note will be Abbreviated. Transactions report filter “is not blank" not working for payment_method We resolved a problem where the Is Not Blank for Payment Method in the Transactions report did not work correctly. When applied, blank rows are now properly excluded.  Unable to View Incomplete Documents When trying to re-assign documents from an inactive user to an active user, the Documents window displayed a loading icon and eventually a “Whoops” error due to query timeouts. To help with this issue, a workaround was implemented to initially load only Draft documents by default to prevent timeouts on large databases.  NOTE: Fetching Not Started documents may still time out for large clinics; a separate enhancement is planned to address this.  [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSchedule For those on the new scheduling experience, you can now choose time increments of 5, 10, 15, 30, or 60 minutes for your calendar view, giving you more flexibility in how you manage your schedule. Your current settings will automatically adjust to the nearest supported increment.  Clients You can now quickly add new clients or groups from your mobile device using the floating action button at the bottom right of the client list page, making it easier to manage your client list on the go. System We have updated informational tooltips throughout the application to use gender‑neutral language, ensuring a more inclusive experience.   Defect FixesSchedule You can now cancel appointments scheduled more than 60 days in the future directly from the appointment history page, as expected. Clients Past appointments will no longer appear in the Next Appointment column for clients, so you will always see accurate upcoming appointment details. Cases & Notes Addendums can now be signed even if a required field was added to the progress note template after the original note was signed, ensuring smooth documentation workflows. Billing We have resolved an issue that could cause the ledger to appear blank when it included prepays for appointments the staff member did not have permission to view. Group appointments will now correctly allow prepays to be applied, even if they have already been invoiced for some of the group’s clients.  Reports Authorization report totals now include any units or sessions from the overscheduled column, giving you accurate counts for better reporting. Access to the ERA check report has been restored for users not on Managed Billing services, so you can continue to review ERA details without interruption. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSchedule For those on the new scheduling experience, you can now choose time increments of 5, 10, 15, 30, or 60 minutes for your calendar view, giving you more flexibility in how you manage your schedule. Your current settings will automatically adjust to the nearest supported increment.  Clients You can now quickly add new clients or groups from your mobile device using the floating action button at the bottom right of the client list page, making it easier to manage your client list on the go. System We have updated informational tooltips throughout the application to use gender‑neutral language, ensuring a more inclusive experience.   Defect FixesSchedule You can now cancel appointments scheduled more than 60 days in the future directly from the appointment history page, as expected. Clients Past appointments will no longer appear in the Next Appointment column for clients, so you will always see accurate upcoming appointment details. Cases & Notes Addendums can now be signed even if a required field was added to the progress note template after the original note was signed, ensuring smooth documentation workflows. Billing We have resolved an issue that could cause the ledger to appear blank when it included prepays for appointments the staff member did not have permission to view. Group appointments will now correctly allow prepays to be applied, even if they have already been invoiced for some of the group’s clients.  Reports Authorization report totals now include any units or sessions from the overscheduled column, giving you accurate counts for better reporting. Access to the ERA check report has been restored for users not on Managed Billing services, so you can continue to review ERA details without interruption. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSchedule For those on the new scheduling experience, you can now choose time increments of 5, 10, 15, 30, or 60 minutes for your calendar view, giving you more flexibility in how you manage your schedule. Your current settings will automatically adjust to the nearest supported increment.  Clients You can now quickly add new clients or groups from your mobile device using the floating action button at the bottom right of the client list page, making it easier to manage your client list on the go. System We have updated informational tooltips throughout the application to use gender‑neutral language, ensuring a more inclusive experience.   Defect FixesSchedule You can now cancel appointments scheduled more than 60 days in the future directly from the appointment history page, as expected. Clients Past appointments will no longer appear in the Next Appointment column for clients, so you will always see accurate upcoming appointment details. Cases & Notes Addendums can now be signed even if a required field was added to the progress note template after the original note was signed, ensuring smooth documentation workflows. Billing We have resolved an issue that could cause the ledger to appear blank when it included prepays for appointments the staff member did not have permission to view. Group appointments will now correctly allow prepays to be applied, even if they have already been invoiced for some of the group’s clients.  Reports Authorization report totals now include any units or sessions from the overscheduled column, giving you accurate counts for better reporting. Access to the ERA check report has been restored for users not on Managed Billing services, so you can continue to review ERA details without interruption. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & Improvements Prescription Drug Monitoring Program The Maryland PDMP link has been updated. Business Associate Agreement The Business Associate Agreement has been updated. Customer Maintenance Portal Subscription Expiration Dates now represent the last date of the License for the user. State is now displayed for the account under Show Details.   Defect FixesPrescriber Report The Prescriber Report should now load more quickly. Corrected a bug that may have included prescriptions outside the selected time range. Change Requests Corrected a bug that may have prevented access to some pharmacy change messages. Corrected a bug that could cause approved messages to show up on the EPCS log, even if the drug was not scheduled.  [Back to Top] 

Jump to Section:New Features & Improvements Defect Fixes  New Features & ImprovementsSchedule Performance enhancements have been made to the Calendar, resulting in faster load times.   Defect FixesSchedule Rescheduled appointment times will no longer be restricted to times after the original appointment time. Any date/time can now be selected. Cases & Notes Corrected an error that could appear when sorting General or Clinical documents by date. Billing Rejection reasons will now correctly display for rejected Ensora Clearinghouse claims in the Rejected/Denied tab grid. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & ImprovementsSchedule Performance enhancements have been made to the Calendar, resulting in faster load times.   Defect FixesSchedule Rescheduled appointment times will no longer be restricted to times after the original appointment time. Any date/time can now be selected. Cases & Notes Corrected an error that could appear when sorting General or Clinical documents by date. Billing Rejection reasons will now correctly display for rejected Ensora Clearinghouse claims in the Rejected/Denied tab grid. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & ImprovementsSchedule Performance enhancements have been made to the Calendar, resulting in faster load times.   Defect FixesSchedule Rescheduled appointment times will no longer be restricted to times after the original appointment time. Any date/time can now be selected. Cases & Notes Corrected an error that could appear when sorting General or Clinical documents by date. Billing Rejection reasons will now correctly display for rejected Ensora Clearinghouse claims in the Rejected/Denied tab grid. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & ImprovementsError Reporting Email  Daily email notifications for failed prescription (Rx) transmissions are now available. To enable notifications, navigate to the Menu bar and click your user name. Select Profile, enter your email address, and check the Email Opt-In box. See Opt-In to Receive Email Notifications for Failed Transmissions for more information.    Defect FixesID.me Registration Corrected an issue where suspended Exostar licenses could conflict with sign-up. Real-Time Benefits Real-Time Benefits are now available for pharmacies listed with phone extensions. Prescriber Connection Improved the error messaging when a doctor connects incorrectly as a midlevel prescriber or vice versa. [Back to Top]

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsAdd Permissions to add Goals Admins can now grant therapists and other staff the ability to modify the Goal Bank, making it easier to keep up to date with relevant goals. Users with this permission will only be able to access this area of the Admin page.  Show Patient Status on Billing Accounts list Billing users can now easily identify whether patients are active, discharged, or in a referral status from the Billing Accounts list. Non-Patient Billing Accounts will have a blank status.   Defect FixesRich Text Format (RTF) Generator Error An issue was resolved where using bulleted lists in documentation would remove pages when the document was downloaded into Word. All pages will now be present in the downloaded document.  Claim Adjudication if Reversals are present An issue was resolved that allowed claims with reversals to be finalized if no adjudication amounts were filled in. Claims will now properly require complete adjudication information before finalization.

Version (or App Version): Version 3.71 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsICD-10 Codes ICD-10-CM codes have been updated to reflect the October 1, 2025 release. Updated Batches Screen Display The Batches screen now provides improved visibility of attached claims for all Remittances. USCDI v3 Compliance Updates To support USCDI version 3, the following enhancements have been made: Vital Signs: Head Occipital Circumference can now be recorded. Health Concerns: A dropdown field has been added to support valid SNOMED values. Social Determinants of Health (SDOH) Interventions: These can now be reported in the CCD and FHIR API by selecting a specific Service Category on the Service Definition.  Data Absent Reasons and NULL Flavors: These can now be configured under Defined Lists > Additional Codes.  Updated eRx Integration Medication Start and End Dates now reflect the Prescription dates from eRx. Additionally, Pending Medications deleted in eRx are automatically removed from the EHR for the client in focus.  [Back to Top]   Defect FixesClaim Write-off Fix The Claim Write-off feature now uses Service Data rather than Transaction Date to identify matching charges. Client Diagnoses Fix When adding Client Diagnoses to a service from an event, all of a client's diagnoses are now available, rather than only the Primary diagnosis.  [Back to Top]

 Defect Fixes Unable to Reorder Authorizations We resolved an issue where authorizations could not be reordered and would generate an error. Authorization position changes can now be updated and saved without generating an error.

 New Features & ImprovementsSchedule For those using our updated scheduling experience, we have enhanced attendee status management for group appointments with a new “Manage Attendees” tab within the appointment model itself, allowing for direct status updates. This will reduce clicks and streamline your workflow for managing group attendance. Organization The link in the application that redirected to the AMA end user agreement has been updated to the newest version. [Back to Top]   Defect FixesSchedule We have resolved an issue where deleting and recreating an appointment in the same time slot resulted in a double-booking error and the deleted appointment reappearing upon browser refresh. You can now create new appointments without encountering this error. Clicking an appointment link in an alert now takes you directly to the appointment’s date on the Agenda, instead of defaulting to today’s date. Resolved a rare issue that could make the Insurers page inaccessible to certain users with billing permissions. Reports Corrected an issue where certain elements within the Ensora Payments Report screen, such as the “view dashboard” button and warning/error messages, were visible in the PDF download. Now, only the report itself will be displayed in the PDF. Client Portal Addressed an issue that led to unexpected errors when the Client Portal was accessed through a non-practice-specific version of the login page. Payment Processing Corrected an issue for those using Ensora Payments where the logged in staff’s name in the activity log was listed as “unknown” when capturing a payment for an invoice with a client payment due from within the application. The correct staff member who logged the payment will now be displayed as expected in the activity log. [Back to Top]

 New Features & ImprovementsSchedule For those using our updated scheduling experience, we have enhanced attendee status management for group appointments with a new “Manage Attendees” tab within the appointment model itself, allowing for direct status updates. This will reduce clicks and streamline your workflow for managing group attendance. Organization The link in the application that redirected to the AMA end user agreement has been updated to the newest version. [Back to Top]   Defect FixesSchedule We have resolved an issue where deleting and recreating an appointment in the same time slot resulted in a double-booking error and the deleted appointment reappearing upon browser refresh. You can now create new appointments without encountering this error. Clicking an appointment link in an alert now takes you directly to the appointment’s date on the Agenda, instead of defaulting to today’s date. Resolved a rare issue that could make the Insurers page inaccessible to certain users with billing permissions. Reports Corrected an issue where certain elements within the Ensora Payments Report screen, such as the “view dashboard” button and warning/error messages, were visible in the PDF download. Now, only the report itself will be displayed in the PDF. Client Portal Addressed an issue that led to unexpected errors when the Client Portal was accessed through a non-practice-specific version of the login page. Payment Processing Corrected an issue for those using Ensora Payments where the logged in staff’s name in the activity log was listed as “unknown” when capturing a payment for an invoice with a client payment due from within the application. The correct staff member who logged the payment will now be displayed as expected in the activity log. [Back to Top]

 New Features & ImprovementsSchedule For those using our updated scheduling experience, we have enhanced attendee status management for group appointments with a new “Manage Attendees” tab within the appointment model itself, allowing for direct status updates. This will reduce clicks and streamline your workflow for managing group attendance. Organization The link in the application that redirected to the AMA end user agreement has been updated to the newest version. [Back to Top]   Defect FixesSchedule We have resolved an issue where deleting and recreating an appointment in the same time slot resulted in a double-booking error and the deleted appointment reappearing upon browser refresh. You can now create new appointments without encountering this error. Clicking an appointment link in an alert now takes you directly to the appointment’s date on the Agenda, instead of defaulting to today’s date. Resolved a rare issue that could make the Insurers page inaccessible to certain users with billing permissions. Reports Corrected an issue where certain elements within the Ensora Payments Report screen, such as the “view dashboard” button and warning/error messages, were visible in the PDF download. Now, only the report itself will be displayed in the PDF. The Managed Billing Payments Reconciliation report is again available for practices using our Managed Billing services. Client Portal Addressed an issue that led to unexpected errors when the Client Portal was accessed through a non-practice-specific version of the login page. Payment Processing Corrected an issue for those using Ensora Payments where the logged in staff’s name in the activity log was listed as “unknown” when capturing a payment for an invoice with a client payment due from within the application. The correct staff member who logged the payment will now be displayed as expected in the activity log. [Back to Top]

New Features & ImprovementsInsurance History Effective this release, the 1st Payer, 2nd Payer, and 3rd Payer sections in the patient chart will be replaced with a single Payers section that offers more comprehensive patient insurance management. The new Payers section will allow each patient to have multiple payers with associated effective dates and cases, and include a Payer Summary table that gives an overview of the patient’s current payers. See Manage Your Patient's Active Payers & Insurance History for more information.  Quick Phrases: Additional Permissions Admins can now grant therapists and other staff the ability to edit quick phrases, making it easier to keep updated with useful phrases. Users with this permission will only be able to access this area of the Admin page. See Quick Phrases for more information.  Defect FixesGuarantor of Self in Patient ​​​Report incorrect With the addition of Insurance History, the Primary, Secondary, or Tertiary Guarantor value for the patient is now the patient’s name (First Last) if the guarantor relationship is Self, otherwise it is the name provided in the name field. These fields are now in comma separated lists when showing multiples. ​​​​

New Features & ImprovementsDrug Sets Maintenance If your EHR supports Clinical Administrators, Drug Sets must now be managed by a user with the Clinical Administrator role. This avoids unintended edits to the Drug Sets list. Error Messaging Improved the error message display on the Failed Rx view and Prescription History view. Reprint Reprint is no longer permitted for scheduled drugs that are identified as being delivered successfully via electronic transmission. Product Updates Release Notes have been renamed Product Updates, and are found on the Admin tab. [Back to Top]   Defect FixesDuplicate Transmissions Corrected an issue that could cause duplicate prescriptions to be transmitted, typically by rapidly clicking the Transmit button. ID.me registration Improved the communication with ID.me which should allow for more consistent successful registration. [Back to Top]

App Version: 20251009.4 Jump to Section:New Features & Improvements Portal App Defect Fixes Portal  New Features & ImprovementsPortalImprove Widget Performance on Overview Screen Our monitoring tools identified specific widgets on the overview screen as having poor load time performance. We have made a change that will improve performance. Database Updates We made database updates that have reduced wait time in the web portal by 50% on two databases.  AppNOTE: The following improvements were made to the Mobile App with the release on 10/28/2025: Please download the app version 20251009.4 to experience these updates. Non-Billable Appointments from Ensora ABA Therapy will show on Integrated Calendar These appointments will include a non-billable flag and will not appear on SOAP Notes.  Improve performance saving SOAP Notes We made a change to improve the performance of saving SOAP Notes from the mobile app.  Defect FixesPortalSOAP Note Activity Not Converting Date Based on Time Zone The activity log for SOAP Notes was not converting dates correctly based on the student’s time zone. This has been corrected.  Curriculum Spreadsheets Not Successfully Being Uploaded We resolved an issue where curriculum spreadsheets were not being uploaded to the platform. We recommend to retry your spreadsheet upload.

New Features & ImprovementsSingle Sign On (SSO) Availability Additional operational updates were completed in order to make SSO capability and support available to more organizations.  Updated Status Page The link to the Ensora Health Status Page within the application has been updated. In-App Link to Ensora Experience Hub ​​​​​​​The Knowledge Base link will now navigate to the new Ensora Experience Hub. 837 File Updates ​​​​​​​The 837 file will now extract the Taxonomy code in the existing 2010AB loop in the NM109 section. A new Custom Taxonomy field was added to the Pay-To Address tab. Users can now add a code in the Taxonomy field for that location, which will be extracted from the NM109 segment, and displayed within the 837 file. New ECMH Grant Report ​​​​​​​We created a new version of the ECMH Grant Report (50640), ECMH Grant Child Data Report 2020 to 2025.  Defect Fixes5860 Report​​​​​​​ ​​​​​​​Clients without a default location will now pull into the 5860 Report without issue. Active Users Report We fixed an issue with the Active Users Report incorrectly pulling in users that were marked Inactive in the database. Medication Context Variable ​​​​​​​The <datestart> Context Variable will now work in an open text field.