Jump to Section:New Features & Improvements Defect Fixes New Features & Improvements Stripe Integration Users can now save a credit card without processing a payment. Compliance  Added the "HSS Housing Stabilization Services" program to the Minnesota Medical Assistance Program dropdown. Added additional codes to the list allowed to travel with 90833, 90836, and 98038 codes. Added a new taxonomy for Minnesota: 376J00000X - Homemaker Home Health Provider. [Back to Top]   Defect Fixes 245G Report Corrected an issue with the 245G report where 12:00 PM was displaying as 12:00 AM. Forecast Data  Corrected an issue that did not allow users to save duplicate forecast data for staff for multiple years. Invoices and Payments Module Service Lines Corrected an issue where service lines without units appeared on invoices and payments module for private payers. Workflow Module Projects  Corrected an issue where the workflow module projects page would not load when filtering by due date range. [Back to Top]

Version: 3.72 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsUnited States Core Data for Interoperability (USCDI) v3 Updates The following items have been added per USCDI v3 requirements: A new Disability Status tab has been added to the Vital Signs form. Information concerning a client’s disability status and particular areas of concern may be recorded. These will be reported in the CCD and FHIR API if entered.  Updates have been made to several Code Sets for USCDI compliance. Changes have been made to implement new sections of the CCD and FHIR API. Help Menu Link The Help menu now includes a link to the Ensora Experience Hub. New Employment Option ​​​​​​​A new Authorized User to Contact Ensora Health checkbox is available within Staff > Employment. This setting is included in exports to update internal applications with authorized contact information for an individual organization. The checkbox is enabled by default for the Admin user group, and can be edited as needed for other user groups. Optimized Claims Screen ​​​​​​​Performance enhancements have been applied to the Claims screen. Additional Permission for Client Claims ​​​​​​​Organizations can now restrict user access to view Client Claims in Clients > Account. This permission is enabled by default for all user groups but can be disabled per group under Configuration - Permissions > Client Account Claims Access. [Back to Top]  Defect FixesReminder Notes ​​​​​​​A fix has been made to ensure Reminder Notes save consistently. BMI Percentile​​​​​​​ ​​​​​​​A fix has been applied to the BMI Percentile calculation. Resource Scheduling A fix has been implemented for Resource scheduling to prevent overbooking. [Back to Top]

Defect Fixes Unable to Load ‘Not Started’ Documents When trying to re-assign documents from an inactive user to an active user, the Documents window displayed a loading icon when filtered by ‘Not Started’ and eventually a “Whoops” error due to query timeouts. The window now loads ‘Not Started’ documents without error. Findings Tables – Column Display Issues Resolved an issue in custom Evaluation sections where tables with duplicate column names or blank headers did not display correctly. Previously, only the first column appeared and others were missing. All columns now render as expected, even when names are duplicated or blank. SBR05 Not Populating for Secondary/Tertiary Payers in Loop 2320 When generating an 837 claim, the SBR05 element in Loop 2320 (Next and Previous Payers) did not populate as required when a Medicare Type Code existed on the patient chart. As a result, SBR05 for the secondary payer was left blank. The logic now ensures that SBR05 for the secondary payer correctly contains the Medicare Type Code when present. If no Medicare Type Code exists for the Medicare payer, the SBR05 segment remains blank as expected.  

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. ​​​​