Jump to Section: 

New Features & Improvements

• Schedule
  • The appointment modal is now more compact for better visibility. We've also replaced event type cards with a single, efficient search—making it quicker to find a client, group, or create a non-client event.
  • Grammatical errors were corrected on informational messages that appear on the Agenda when hovering over actions that are disabled for appointments that are more than 60 days in the future.
  • Additional wording was added to authorization messaging when creating or editing appointments tied to authorizations. You will now see messaging state that totals represent the amount of units or sessions after the appointment has been saved so that you can better track authorization utilization before finalizing appointment changes.
• Ensora Data Collection
  • We have upgraded our Ensora Data Collection (Formerly known as Catalyst) SOAP Note PDF integration to ensure more reliable access to your clinical documentation. This backend improvement enhances the PDF retrieval process, ensuring you will consistently have access to the most recent versions of your PDF SOAP notes.
• Payment Processing
  • For organizations using Ensora Payments, managing payment methods in the application and Client Portal now opens in a full-page view. This update provides a cleaner, more focused experience—making it easier to add, edit, or remove payment methods.

Defect Fixes

• Schedule
  • Fixed an issue where the save button remained disabled after correcting a long event title. You can now successfully edit and save an event after adjusting the title length, without needing to start over.
  • Corrected an issue where some appointment links that were on the batch invoicing page and the client’s ledger were not redirecting to those specific appointments on the calendar but instead would land on the general calendar view. This has been fixed so that the actual appointment will be opened.  
  • Corrected an issue where if a series was edited past 60 days in the future, it would disappear from the calendar until it was refreshed. This has been fixed so that the appointment will remain on the calendar as expected.  
  • Corrected an issue where sometimes on the Agenda page, if you had the setting checked to only view your assigned clients, the schedule was not loading. This was corrected so that appointments can be viewed correctly on the Agenda page for those using that setting. 
• Clients
  • Drag and drop functionality now works as expected when uploading documents to a client's General Documents section.
• Cases & Notes
  • Fixed an issue where updates to the Start or End time on a progress note didn’t reflect immediately after saving. Now, the Duration, Start, and End time fields will update as expected without requiring a page refresh.
  • Corrected an issue where mastered/completed goals were shown at the top of treatment plans when new ones were created. This has been corrected so that active goals will show at the top and completed goals will be moved to the bottom.  
  • Corrected a validation message that was shown when you exceeded the max length of characters allowed when creating a case name. The message was originally saying the field included prohibited values. Now the message will say, “Only 50 characters allowed.” 
  • Corrected an issue where data entered into a progress note was not retained after changing the note template. Previously, if a provider created or copied a progress note and then updated the template, any new data entered after the template change would be lost when the note was saved and reopened. Now, the progress note retains all entered data regardless of when the template was changed, and the print version accurately reflects what is shown in the UI.
• Billing
  • Corrected an issue where adding a write-off in Manual Insurance Payments and then removing it from the client’s ledger caused the insurance balance due to be miscalculated.
• Organization
  • Addressed an issue where staff were not being logged out after extended periods of inactivity. Now, users will be properly timed out and logged out of their session after the expected timeframe.
  • Resolved an issue where staff were being unexpectedly logged out while actively working in the system.
  • Corrected an issue where some links were not working on messaging that appears during a trial when someone has not confirmed their email yet. This has been corrected so that the confirmation email will go out as expected when clicking on this link.  
• System-Wide
  • We resolved an issue where sometimes multiple MFA codes could be active at the same time if you requested a new code before using the first one. Now, only the most recent code will remain active, helping to prevent confusion and ensure a smoother login experience.
• Client Portal
  • Intake forms with quotation marks in their titles can now be opened successfully.
  • Corrected an issue where the red notification badge for unread inbox messages was not appearing when staff logged into Ensora Health after receiving a message while logged out. Although the unread message was visible upon opening the inbox, the lack of a badge caused confusion for providers expecting to be alerted to new messages. The notification badge now correctly appears for unread messages, ensuring timely visibility and improved client-provider communication.
• Payment Processing
  • Fixed an issue where clients received a validation error when attempting to access a one-time payment link sent from the invoice. Now, clients can successfully open the link and complete their payment without errors.
  • Resolved an issue where the success toaster message was not displaying after a client submitted a payment through the portal using Vantage as the payment processor. Now, clients will see a confirmation message after completing a payment.

[Back to Top]