Improvements Cases & NotesSave and other progress note action buttons now appear at the bottom of the Progress Notes page, not just the top, so you can save or print without scrolling back up.OrganizationWe’ve removed incorrect guidance from the Text Reminders page that directed you to contact Support to adjust your reminder messages. Text reminder messages can be customized directly in the application. We’ve enhanced automatic email and telehealth appointment reminders with additional security and confidentiality information. Clients will now see clearer details about who sent the reminder, why they received it, and how to report an unexpected email.Fixes ScheduleThe status dropdown in the appointment cancellation window now displays cleanly. Previously, it could overlap the Hide Details button.Cases & NotesSessions that start in the evening and end early the next morning no longer show an error. Previously, an incorrect "Session start time must be before end time" message appeared for these sessions. Screen readers now read the most recent note entry, the Actions column, and its menu options aloud on the Progress Notes list page. Previously, some of these items weren't read correctly. The Session End Time field now stays in place when you link or unlink an appointment while editing a progress note. Previously, the field could shift position.ReportsCreating a progress note directly from the Missing progress notes report now opens as expected. Previously, the page could fail to load in some cases.OrganizationYou can now click Save directly on the Reminders page to resubmit a text campaign that came back with a failed status. Previously, you had to navigate away from the page before you could save.Client PortalWe’ve improved the Client Portal secure message counter to ensure it displays the correct number of messages. Previously, the counter could occasionally show a negative number.

Improvements Cases & NotesSave and other progress note action buttons now appear at the bottom of the Progress Notes page, not just the top, so you can save or print without scrolling back up.OrganizationWe’ve removed incorrect guidance from the Text Reminders page that directed you to contact Support to adjust your reminder messages. Text reminder messages can be customized directly in the application. We’ve enhanced automatic email and telehealth appointment reminders with additional security and confidentiality information. Clients will now see clearer details about who sent the reminder, why they received it, and how to report an unexpected email.Fixes ScheduleThe status dropdown in the appointment cancellation window now displays cleanly. Previously, it could overlap the Hide Details button.Cases & NotesSessions that start in the evening and end early the next morning no longer show an error. Previously, an incorrect "Session start time must be before end time" message appeared for these sessions. Screen readers now read the most recent note entry, the Actions column, and its menu options aloud on the Progress Notes list page. Previously, some of these items weren't read correctly. The Session End Time field now stays in place when you link or unlink an appointment while editing a progress note. Previously, the field could shift position.ReportsCreating a progress note directly from the Missing progress notes report now opens as expected. Previously, the page could fail to load in some cases.OrganizationYou can now click Save directly on the Reminders page to resubmit a text campaign that came back with a failed status. Previously, you had to navigate away from the page before you could save.Client PortalWe’ve improved the Client Portal secure message counter to ensure it displays the correct number of messages. Previously, the counter could occasionally show a negative number.

New Features & Improvements Schedule You can now sync your Google Calendar in both directions. In addition to sending TheraNest appointments to Google, personal Google Calendar events can appear in your TheraNest schedule, giving you a more complete view of your availability.  Billing You can now run eligibility checks when using Claim.MD as your clearinghouse. Turn on eligibility checks, run batch eligibility before upcoming appointments, and check eligibility at the insurance level for individual clients. This functionality now matches the experience available to Ensora Clearinghouse customers. Cases & Notes Progress note action buttons, including Save, are now available at the bottom of the Progress Notes page, so you can save or print without scrolling back to the top. Tab order includes these buttons too. Reports ​​​​​​​The Missing progress notes and Progress note signature report are now available in an updated layout experience for your organization. Organization ​​​​​​​The Text Reminders screen no longer shows instructions meant for Phone Reminders. You can already customize your text reminder messages, so that text has been removed to avoid confusion. Automatic appointment reminder emails, including telehealth reminders, now include the same security and confidentiality language used in other client-facing emails. This includes clear sender identification, a personal message section, and a confidentiality footer. This is a content update only and does not change how reminders are sent.  Defect FixesSchedule ​​​​​​​The status dropdown on the appointment cancellation window no longer overlaps the Hide Details button. Cases & Notes ​​​​​​​Sessions that start in the evening and end early the next morning no longer trigger an incorrect “Session start time must be before end time” error. Screen reader support on the Progress notes list page has been improved. The most recent note entry, the Actions column, and its menu options now read aloud correctly. The Session End Time field no longer shifts position when you link or unlink an appointment while editing a progress note. Staff ​​​​​​​Assigning a Provider license to a staff member with Read-only access checked no longer leaves them with both Therapist and Read-only permissions at the same time. Reports ​​​​​​​Creating a progress note directly from the Missing Progress Notes report now opens correctly instead of failing to load in some cases. Organization ​​​​​​​You can now click Save directly on the Reminders page to resubmit a text campaign that returned a failed status, instead of needing to navigate away first to save. Organizations connected to a non-partnered clearinghouse can no longer select the Essentials plan, which isn't compatible with that connection and would fail at subscription. Client Portal The Client Portal secure message counter no longer displays negative values. Message counts now refresh on a regular schedule to help ensure accuracy.

Defect FixesEPCS Payments: corrected an issue that could cause the subscription end date to fail to update after payment. Bamboo PDMP: improved support for prescribers utilizing the integrated Bamboo solution across multiple states.Feature EnhancementsReport Bug: this link is now available in the Footer section of each page for improved accessibility. New EULA: the latest EULA is now available and may be found on the Admin tab.  

New Features & Improvements  New Insights Data Timestamp: Updated the New Insights timestamp to show the correct data cutoff time in the customer’s time zone. Information entered into Fusion before that time is reflected in the updated data.   Resolved Issues  Wibbi Program Titles with Special Characters: Fixed an issue where special characters in Wibbi program titles appeared as HTML code when displayed in Daily Notes and print previews. New Insights Reports Using Tax ID: Fixed an issue that caused an error when users ran certain New Insights reports containing the Tax ID column.  

New Schedule You can now sync your Google Calendar in both directions. In addition to sending appointments to Google, personal Google Calendar events can appear on your schedule, giving you a more complete view of your availability. Learn more  Improvements  Schedule The client, group, and event field on the appointment modal now includes clearer instructions and a recently viewed clients list, making it easier to find clients and schedule appointments. System-Wide A HIPAA confidentiality notice has been added to automated platform emails to provide appropriate privacy disclosures for communications that may contain protected health information.  Fixes Billing Invoice links were not always available for some Stripe invoices. Improvements to invoice processing have increased the reliability of invoice link availability. Reports The Daily Billing Report page could become unresponsive when exporting large reports. Large exports now automatically use offline processing to improve reliability.

New Schedule You can now sync your Google Calendar in both directions. In addition to sending appointments to Google, personal Google Calendar events can appear on your schedule, giving you a more complete view of your availability. Learn more  Improvements  Schedule The client, group, and event field on the appointment modal now includes clearer instructions and a recently viewed clients list, making it easier to find clients and schedule appointments. System-Wide A HIPAA confidentiality notice has been added to automated platform emails to provide appropriate privacy disclosures for communications that may contain protected health information.  Fixes Billing Invoice links were not always available for some Stripe invoices. Improvements to invoice processing have increased the reliability of invoice link availability. Reports The Daily Billing Report page could become unresponsive when exporting large reports. Large exports now automatically use offline processing to improve reliability.

New Features & Improvements Client Portal You can now share treatment plans through the Client Portal for electronic signatures. Clients and authorized contacts can review and sign treatment plans online, while staff can track signature status, receive completion notifications, and manage access directly within the system. See Share Treatment Plans in the Client Portal for more information.  Schedule You can now sync your Google Calendar in both directions. In addition to sending Ensora appointments to Google, personal Google Calendar events can appear in your Ensora schedule, giving you a more complete view of your availability. The client/group/event field on the appointment modal now includes clearer instructions and a recently viewed clients list, making it easier to find clients and schedule appointments. Cases & Notes AI Session Assistant has been renamed to Ensai Session Assistant throughout the product, including subscription pages, communications, alert preferences, and consent language. Reports ​​​​​​​The Payment Methods, Payment, Invoice Aging, and Staff Billing reports have been updated with a refreshed experience that offers improved consistency, accessibility, and navigation. System-wide ​​​​​​​A HIPAA confidentiality notice has been added to automated platform emails to provide appropriate privacy disclosures when email communications may contain protected health information.  Defect FixesReports ​​​​​​​Corrected an issue that could cause the Daily Billing Report page to become unresponsive when exporting large reports. Large exports now automatically use offline processing to improve reliability. Billing ​​​​​​​Resolved an issue that could prevent invoice links from being available for some Stripe invoices. Improvements to invoice processing have increased the reliability of invoice link availability.

*[Reverted 9/24/2026]Schema validation has been reactivated. This will enforce proper data quality standards on EHRs connecting to the Ensora ERX user interface. Error messages should identify the source of the problem, but please contact your EHR support if you are not able to resolve the issue.Rate Limiting has been implemented to protect system performance and stability and should have no impact on users. However, if triggered this will surface as a string of failure messages. Please contact your EHR support for assistance in resolving the issue.

New Features & Improvements ICD-10 Code Updates  ICD-10 code sets have been updated in preparation for upcoming regulatory changes.  Event Verification Performance  Performance improvements have been implemented to improve event verification processing for affected organizations.  Timeline Improvements  Improvements have been made to timeline functionality to provide more consistent display of medication and clinical information.  Defect Fixes Billing & Claims  Multiple fixes and performance improvements have been made to billing, remittance, eligibility, and General Ledger processing workflows.  Resolved issues that could prevent billing batches and bundled services from processing correctly.  Corrected scenarios that could cause client refunds to remain in a pending status.  Scheduling  Resolved issues affecting appointment overlap detection, reminder notes, and event display behavior.  Fixed an issue where back-to-back appointments could be incorrectly identified as overlapping.  Clinical Documentation & Forms  Corrected issues affecting forms, service documentation, and timeline-related record display.  Restored the Form Designer Prevent Multiple Records setting to function as expected.  Improved consistency when working with historical forms and clinical documentation.  Medications & Labs  Resolved issues affecting medication display and coding in specific scenarios.  Corrected issues impacting lab processing and lab result visibility.  Parent Portal  Corrected issues affecting form submission and supplemental user functionality within the Parent Portal.   

Resolved Issues  Fixed an issue that prevented document previews from displaying correctly.

New Features & Improvements  Managed Billing Service Add-On: Added a Managed Billing Service (RCM) card to the Admin Add-Ons page for eligible clinics. Clinic administrators can review the service benefits and request more information directly from the card. Ensai Session Assistant Rebranding: Updated AI Session Assistant to Ensai Session Assistant throughout the Fusion, including the Add-Ons page, account menu, and product management dialogs. 2026–2027 ICD-10 Code Updates: Updated Fusion’s ICD-10 code list with the latest additions and revised descriptions for the 2026–2027 code year. Therapy Activities Comments Field: When flowsheets are enabled for the clinic, the comments field in the Therapy Activities section of Daily Notes now displays more text by default and can be expanded vertically on desktop and tablet.   Resolved Issues  Updated Card Information Display: Fixed an issue where card details automatically updated by a bank through Stripe were not reflected on the Fusion Billing Subscription page. Fusion will now display the current payment method information stored in Stripe. Sender Number for Received Faxes: Fixed an issue where the Received Faxes table displayed the clinic’s fax number in the From column instead of the sender’s number. The originating fax number now appears for both new and existing received faxes. Patient Document Viewer: Fixed an intermittent issue where opening a patient document could display an unrelated test PDF instead of the selected file. Patient documents now open with the correct content.

New Features & Improvements Support Center: Ask Ensai Access support through the new Ask Ensai experience, from the Ask Ensai button in the top navigation bar or by selecting Chat with Support from the Support Center menu. This provides a single place to start a support conversation. Schedule The first-run experience for trial accounts has been updated to make availability settings more intuitive and reduce scheduling warnings when creating initial appointments. The organization’s selected time zone now sets the staff member’s preferred time zone, helping keep availability aligned across the schedule. Default availability has been expanded to 7:00 AM–7:00 PM, covering both in-person and telehealth appointments. Sample recurring appointments in new trial accounts now appear from 7:00 AM to 8:00 AM in the staff member's configured time zone, making them easier to find when first viewing the schedule. Cases & Notes The Wiley editing banner is now hidden for staff with read-only permissions who do not have a Wiley subscription, reducing confusion for users who cannot edit Wiley notes. Reports Updated reports now use Date Start and Date End instead of Date From and Date To, providing more consistent terminology across reporting screens. The Payroll by Rendering Provider and Payroll Data Export reports now use the modernized report experience, with improved navigation and accessibility.  Payroll actions in the Payroll by Rendering Provider Report have been updated for clarity: status badges replace the previous X and checkmark controls, the Paid column is now labeled Actions, and clearer options are available to mark items as Due or Paid Out. These changes make it easier to identify payment status and mark items as paid. Organization The Appointment Reminders setup pages have been updated with improved consistency, accessibility, and navigation. System-wide Tables throughout the application now use bordered styling by default, adding separation between rows and columns to improve readability.  Defect FixesSchedule Switching a non-client calendar event to a telehealth appointment could incorrectly trigger a validation error. You can now change the appointment directly to telehealth without first saving it as in-person. Editing a recurring non-client event could fail to save updates for organizations where the staff and organization time zones differed. Occurrences within long-running recurring events can now be edited and saved successfully. Editing a single occurrence of a recurring non-client event past November 1st could create a duplicate calendar entry when staff and organization time zones differed. Updates now correctly replace the original occurrence, preventing duplicate events. Clients A success message could appear after updating a client’s name even when a blank entry caused the save to fail. The system now displays a validation message when the client name is left blank and prevents the record from being saved. Client details such as birth date, additional email, SSN, client flags, client ID number, and age did not refresh when switching between clients from the recently viewed menu. These fields now update correctly when moving between client records. Newly created accounts were sometimes blocked from adding prospective clients and completing other account-creation actions due to permission errors. All actions needed during account creation are now available as expected. Cases & Notes Short-answer dynamic form fields with a data type of None sometimes did not appear in the progress note, which could block saving or submitting a note to a supervisor when those fields were required. These fields now display correctly when a progress note is opened, allowing required values to be entered and saved. Diagnostic impressions could disappear from a progress note after the note was unsigned and re-signed. This information now stays visible throughout the signing workflow. Staff Corrected an issue that prevented some staff members from updating their profiles due to backend errors. Staff profile information can now be updated successfully. System-wide Opening certain Actions menus in data tables removed the page scrollbar, which could hide menu options at the bottom of the screen on some display sizes. Actions dropdown options remain visible and accessible on all supported screen sizes.

Billing Updates Added the option to report a qualifier in box 15 on the HCFA for paper claims Added revenue code 0953 Additional Defect Resolution     Corrected issue with SSO sign out SAML request Corrected issue with users being unable to save changes to recurring appointments in Chrome and Edge

New Cases & Notes You can now share treatment plans through the Client Portal for electronic signatures. Clients and authorized contacts can review and sign treatment plans online, while staff can track signature status, receive completion notifications, and manage access. You can share a treatment plan with multiple recipients, and we're currently supporting one electronic signature per treatment plan. Support Center You can now access support through the new Ask Ensai support experience, available from the Ask Ensai button in the top navigation bar or by selecting Chat with Support from the Support Center menu. This gives you one place to start a support conversation with a modernized chat experience. Improvements  Reports Date-filter labels on the updated reports have changed from Date From and Date To to Date Start and Date End, aligning terminology with current design standards and improving consistency across reporting screens. Organization The Appointment Reminders setup pages under Organization have been modernized, with improved consistency, accessibility, and updated navigation. System-Wide Tables and data tables across the application now use bordered styling by default, adding borders between columns and rows to make large data sets easier to read. Fixes  Schedule Switching a non-client calendar event to a telehealth appointment could incorrectly trigger a validation error. You can now change the appointment directly to telehealth without first saving it as in-person. Editing a recurring non-client event could fail to save updates for organizations where the staff and organization time zones differed. Occurrences within long-running recurring events can now be edited and saved successfully. Editing a single occurrence of a recurring non-client event past November 1st could create a duplicate calendar entry when staff and organization time zones differed. Updates now correctly replace the original occurrence, preventing duplicate events. Clients A success message could appear after updating a client's name even when a blank entry caused the save to fail. The system now shows a validation message stating the name is required before the record is saved. Client details such as birth date, additional email, SSN, client flags, client ID number, and age did not always refresh when switching between clients from the recently viewed menu. These fields now update correctly when moving between client records. Cases & Notes Short-answer dynamic form fields with a data type of None sometimes did not appear in the progress note, which could block saving or submitting a note to a supervisor when those fields were required. These fields now display correctly when a progress note is opened, so values can be entered and saved as expected. Diagnostic impressions could disappear from a progress note after the note was unsigned and re-signed. This information now stays visible throughout the signing workflow. System-Wide Opening certain Actions menus in data tables removed the page scrollbar, which could hide menu options at the bottom of the screen on some display sizes. Actions dropdown options at the bottom of the screen are now accessible as expected.

New Cases & Notes You can now share treatment plans through the Client Portal for electronic signatures. Clients and authorized contacts can review and sign treatment plans online, while staff can track signature status, receive completion notifications, and manage access. You can share a treatment plan with multiple recipients, and we're currently supporting one electronic signature per treatment plan. Support Center You can now access support through the new Ask Ensai support experience, available from the Ask Ensai button in the top navigation bar or by selecting Chat with Support from the Support Center menu. This gives you one place to start a support conversation with a modernized chat experience.  ImprovementsReports Date-filter labels on the updated reports have changed from Date From and Date To to Date Start and Date End, aligning terminology with current design standards and improving consistency across reporting screens. Payroll actions in the Payroll by Rendering Provider report have been clarified: status badges replace the previous X and checkmark controls, the Paid column is now labeled Actions, and clearer options are available to mark items as Due or Paid Out. These changes reduce confusion and make marking items as paid more straightforward. Organization The Appointment Reminders setup pages under Organization have been modernized, with improved consistency, accessibility, and updated navigation. System-Wide Tables and data tables across the application now use bordered styling by default, adding borders between columns and rows to make large data sets easier to read.  Fixes Schedule Switching a non-client calendar event to a telehealth appointment could incorrectly trigger a validation error. You can now change the appointment directly to telehealth without first saving it as in-person. Editing a recurring non-client event could fail to save updates for organizations where the staff and organization time zones differed. Occurrences within long-running recurring events can now be edited and saved successfully. Editing a single occurrence of a recurring non-client event past November 1st could create a duplicate calendar entry when staff and organization time zones differed. Updates now correctly replace the original occurrence, preventing duplicate events. Clients A success message could appear after updating a client's name even when a blank entry caused the save to fail. The system now shows a validation message stating the name is required before the record is saved. Client details such as birth date, additional email, SSN, client flags, client ID number, and age did not always refresh when switching between clients from the recently viewed menu. These fields now update correctly when moving between client records. Cases & Notes Short-answer dynamic form fields with a data type of None sometimes did not appear in the progress note, which could block saving or submitting a note to a supervisor when those fields were required. These fields now display correctly when a progress note is opened, so values can be entered and saved as expected. Diagnostic impressions could disappear from a progress note after the note was unsigned and re-signed. This information now stays visible throughout the signing workflow. System-Wide Opening certain Actions menus in data tables removed the page scrollbar, which could hide menu options at the bottom of the screen on some display sizes. Actions dropdown options at the bottom of the screen are now accessible as expected.

Features AddedQuick Rx - Closed Sig Builder Primary Diagnosis has been relabeled as “Associated Diagnosis”. The notice that the Diagnosis will be assigned to every Quick Rx script has been moved to a Tooltip. Corrected a bug preventing the diagnosis to save to a Quick Rx on the Closed Sig Builder. Drug Sets Removed features that do not apply to the reusable drug sets. Secondary Diagnosis, Effective Date, Stop Date, and Office Notes have been removed from the Drug Sets sig builder. Bamboo The error messaging has been improved Allergy Reaction The freeform allergy reaction field has been restricted to 140 characters. RxNORM Drugs Improved support for RxNORM drug imports.

Resolved Issues  Improved Mobile Checkout Layout: Corrected the placement of payment fields and supporting text on the mobile checkout screen, making co-payment and account payment options easier to understand and use. Accurate Mobile Checkout Status: Fixed an issue where recording an account payment on mobile could display “Checkout: null.” The checkout button will now remain in the appropriate state when a co-payment is still due. MIPS Reporting Displayed Only When Applicable: MIPS reporting will remain hidden when it has not been configured in clinic options and will appear only on documentation associated with qualifying evaluation visits. Appointment Reminders Sent at the Scheduled Time: Corrected an issue that could cause appointment reminders to be sent approximately one hour late when a large number of messages were queued. Ordering Provider Retained When Cases Change: Fixed an issue where adding or deleting a patient case could temporarily display the ordering provider as undefined until the chart was refreshed. Custom Intake Forms Support Smart Quotes: Corrected an issue affecting custom intake forms when left or right quotation marks were included in the form content, allowing the form to load and remain editable. Accurate Authorization Usage for Duplicate Billing Codes: Fixed an issue where using two versions of the same billing code on one daily note deducted only one entry’s units from the authorization balance instead of the combined total. Daily Notes with Linked Wibbi Programs Can Be Deleted: Fixed an issue that prevented an eligible daily note from being deleted when a Wibbi home exercise program was linked to it.  

Appointment reminders Fixed an issue where appointment reminder files were not being received by Televox for processing, preventing reminders from being sent for dates beyond May 6th. Medications     Enhanced audit logging for bottle dispense operations has been implemented to improve tracking and compliance documentation. This feature provides more detailed logging capabilities for dispense events, enabling better operational visibility and audit trail management. Billing Implement Guest Dosing for Methadone in Profile Config. A new column triggered by "Guest Dosing YES/NO" refers to a custom Visit Type and generates unique visits per service date. Each visit produces only the W9520 admin charge. Implement Guest Dosing for Buprenorphine, enabling unique visit/claim creation per date of service. Adds new Profile Config column triggered by Guest Dosing toggle, generating admin charge W9521 and appropriate J code for each dispensed dose. Reporting Fixed an issue where OMH-4 report visit entries appeared in incorrect sections. April 2026 visits were incorrectly categorized in section #9 instead of the correct section #6.  Added PAS 47N data to the PAS Submission report alongside other PAS forms. Fixed an issue where the Write-Off Analysis report took 10-15 minutes to load when filters were applied to transaction dates. Fixed an issue where PAS 48 report calculations displayed incorrect numbers in the reporting system. Fixed an issue where the "eLabs Received with Order Details" report timed out after running for 20-30 minutes in the Reporting module. PAS Forms     Updated PAS 26 form to comply with 2026 OASAS regulatory requirements. Updated PAS 44G form to comply with 2026 OASAS regulatory requirements. Updated PAS 44N form to comply with 2026 OASAS regulatory requirements. Updated PAS 45G form to comply with 2026 OASAS regulatory requirements. Updated PAS 45N form to comply with 2026 OASAS regulatory requirements. Updated PAS 46N form to comply with 2026 OASAS regulatory requirements. Updated PAS 61 form to comply with 2026 OASAS regulatory requirements. Updated PAS 91 form to comply with 2026 OASAS regulatory requirements. TenEleven now supports the OASAS PAS 47N Client Transfer form. The new form captures all required fields for PAS 47N transfers, includes a corresponding data file submission capability, and updates the PAS Submission Report to track PAS47 transfer submissions. Power BI Fixed an issue where Power BI group appointments displayed separate lines for each historical chart number instead of only the currently scheduled chart number, resulting in duplicate appointment entries with varying chart IDs. Forms     Fixed an issue where the Axis Clinic Option on the Forms tab incorrectly displayed 'DrFirst' instead of 'eRx'. Fixed an issue where supervisors were unable to sign clinical documentation notes when an overlap was indicated in the signature line field, preventing proper sign-off of assessments and group notes. Billing     Fixed an issue where audit logs displayed incorrect provider information, showing an inactive provider instead of the actual rendering provider changed within the billing system.

Features Added RxInform RxInform is now available under the Account Settings. This Medication Adherence tool messages patients with reminders and drug information. To use, make sure the patient has Consent for Text messaging ON, and the account has RxInform ON. Common Sigs This feature adds a preset list of “Quick Rx” intended to allow new system users to have access to commonly written prescriptions. This feature may be enabled or disabled on the Account Settings page. Report Bug The validation behavior has been improved. Patient Details Day and Evening phone fields have been relabeled as “Work Phone” and “Home Phone”. Pending Prescriptions Pending prescriptions that have been abandoned are now automatically deleted after 60 days. Defect Fixes Drug Sets Corrected a bug that could prevent Timing and PRN values from saving when creating a new drug set. Quick Rx Corrected a bug that could prevent Timing and PRN values from saving when creating a new drug set. Patient Eligibility Corrected a bug that could remove patient eligibility display. Controlled Substances queue Improved the queue logic for scheduled drugs, preventing prescriptions from remaining queued indefinitely in some scenarios.

Improvements Clients The unarchive client modal now uses our updated design system. Functionality and wording remain the same. Cases & Notes Multi-line text field behavior is now consistent across Progress Notes, Cases, and Treatment Plans that have received the updated navigation workflows. Fields expand automatically as you add content, and expand/collapse controls appear only once content exceeds six lines. The treatment plan goals and objectives table layout is tighter for those on the updated navigation workflow, with reduced spacing and improved content wrapping. This uses space more efficiently and cuts down on scrolling on the updated treatment plan details page. Reports The following reports have a modernized design with updated navigation for improved consistency and accessibility: the main reports landing page, Missing Progress Notes, Progress Note Signature Report, Invoice Aging, Payment Methods, Payment, and Staff Billing. FixesSchedule Telehealth appointments synced to Google Calendar were missing service type information. Appointment details now appear consistently across appointment types when using the Google Calendar sync feature. Billing Certain exclusion rules entered for the invoice processing job were also excluding invoices that weren't part of those rules. Invoices outside the exclusion rule set are now created as expected. Organization Customers without an active Telehealth subscription were still able to create and join Telehealth appointments. Telehealth session creation and joining are now restricted to accounts with an active subscription.

ImprovementsClients The unarchive client modal now uses our updated design system. Functionality and wording remain the same. Cases & Notes Multi-line text field behavior is now consistent across Progress Notes, Cases, and Treatment Plans that have received the updated navigation workflows. Fields expand automatically as you add content, and expand/collapse controls appear only once content exceeds six lines. The treatment plan goals and objectives table layout is tighter for those on the updated navigation workflow, with reduced spacing and improved content wrapping. This uses space more efficiently and cuts down on scrolling on the updated treatment plan details page. Reports The following reports have a modernized design with updated navigation for improved consistency and accessibility: the main reports landing page, Missing Progress Notes, Progress Note Signature Report, Invoice Aging, Payment Methods, Payment, Staff Billing, Payroll by Rendering Provider, and Payroll Data Export. FixesSchedule Telehealth appointments synced to Google Calendar were missing service type information. Appointment details now appear consistently across appointment types when using the Google Calendar sync feature. Billing Certain exclusion rules entered for the invoice processing job were also excluding invoices that weren't part of those rules. Invoices outside the exclusion rule set are now created as expected. Client Portal Intake forms weren't being sent to newly registered clients who scheduled appointments through the New Appointment link. Intake forms now deliver correctly during the self-scheduling and registration process. Organization Customers without an active Telehealth subscription were still able to create and join Telehealth appointments. Telehealth session creation and joining are now restricted to accounts with an active subscription.  

New Features & Improvements Therapy Activity Comments: When flowsheets is enabled for the clinic, the Comments field is now displayed on it’s own row, automatically updates to accommodate up to 3 lines of text, and is scrollable to add and view additional content as needed.

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSupport Center: Ask Ensai You can now access support through the new Ask Ensai experience, available from the Ask Ensai button in the top navigation bar or by selecting Chat with Support from the Support Center menu. This gives you one consistent place to start a support conversation. NOTE: This feature is rolling out to a small set of customers first. If you do not see it yet, it will be included in a future release. Clients The modal shown when unarchiving a client previously stated that doing so would increase your active client count and affect invoice subscription calculations. For organizations on a tiered per-provider pricing plan, that was not accurate, and the wording has been corrected to reflect how this plan type works. Cases & Notes NOTE: The updates described in this section are being released in phases. If you do not see a feature yet, it will become available in a future release. The Progress Notes workflow has an updated design and improved navigation, making it easier to move between notes, addendums, group notes, and Wiley progress notes. You can now use a modernized Treatment Plan Details and Goals page along with an updated Wiley Treatment Plan builder, both with improved navigation and accessibility.  Several pages in the case workflow have an updated design and improved interface elements, including the case list, case info, close case details and close info, initial assessments and addendums, contact notes, and dynamic single- and multi-use case forms.  Multi-line text field behavior is now consistent across Progress Notes, Cases, and Treatment Plans that have received the updated navigation workflows. Fields expand automatically as you add content, and expand/collapse controls appear only once content exceeds six lines. The treatment plan goals and objectives table layout is tighter for those on the updated navigation workflow, with reduced spacing and improved content wrapping. This uses space more efficiently and cuts down on scrolling on the updated treatment plan details page. Telehealth Telehealth is now included at no extra cost on Advanced plans, unlimited. Starting September 1 (or your annual renewal date for annual plans), Telehealth is part of your Advanced plan. If you are already an Advanced subscriber with the paid Telehealth add-on, you will be switched over automatically, with no action needed on your end.  [Back to Top] Defect FixesSchedule Telehealth appointments synced to Google Calendar were missing service type information. Appointment details now appear consistently across appointment types when using the Google Calendar sync feature. Clients ​​​​​​​Accounts created from a trial did not have access to the Prospective Client page. You can now add prospective clients as expected after creating a new account. Billing ​​​​​​​Certain exclusion rules entered for the invoice processing job were also excluding invoices that were not part of those rules. Invoices outside the exclusion rule set are now created as expected. Client Portal ​​​​​​​Intake forms were not being sent to newly registered clients who scheduled appointments through the New Appointment link. Intake forms now deliver correctly during the self-scheduling and registration process. Organization ​​​​​​​Customers without an active Telehealth subscription were still able to create and join Telehealth appointments. Telehealth session creation and joining are now restricted to accounts with an active subscription.  [Back to Top]

Jump to Section:New Features & Improvements Resolved Issues New Features & Improvements Earlier New Insights Data Refresh: New Insights data will now refresh earlier overnight, so clinics can review it closer to the start of their business day.  Resolved IssuesLocked Eligibility Requests: Fixed an issue where some eligibility requests could become stuck in a locked status, preventing them from completing successfully. Initial Evaluation Signature Date Formatting: Fixed an issue where the “Date” label in the physician signature section could wrap incorrectly on Initial Evaluations and Progress Notes. The signature area now displays more clearly on generated documents. Received Fax Counts: Fixed an issue where received fax counts did not update after faxes were archived or assigned. View Goals from Mobile Schedule: Fixed an issue where selecting View Goals from an appointment on the mobile schedule produced an error. Activity Sets and Reps Values: Fixed an issue where activity sets and reps only accepted numeric values. Clinics can now enter values such as time-based notes or other shorthand that better match how therapy activities are documented. Duplicate Appointments in Appointments and Claims Reports: Fixed an issue where some Appointments and Claims reports in New Insights could show duplicate appointment rows or omit related details. Wibbi HEP Program Reuse Across SOAP Notes: Fixed an issue where a Wibbi HEP program could only be linked to one SOAP note. Providers can now reuse the same program across future notes to better track patient progress over time. Ordering Provider Retention When Cases Change: Fixed an issue where the ordering provider could temporarily display as undefined after adding or deleting a patient case.