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New Features & Improvements
- Tasks
- 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.
- You can now assign tasks to other staff
- 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.
Defect Fixes
- Schedule
- 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.
