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New Features & Improvements

• Billing 

  • You now have the ability to assign multiple rendering providers under a client's insurance details. These providers can be automatically populated into the Rendering Provider dropdown when creating invoices, based on routing specific providers to certain service types. This will be beneficial for organizations offering multiple services to the same client as it will streamline the invoice creation process. Learn More: Set Default Rendering Provider for Client

• Schedule
  • When adding a new client or group from the appointment modal, the form now opens on top of the modal to keep your workflow more focused.
  • We’ve updated the appointment modal so that the availability warning banner no longer appears when changing an appointment’s status to “Kept” or a canceled status. This ensures you only see relevant alerts and helps reduce unnecessary distractions.
  • You can now use the Enter or Return key to turn the Repeat toggle on when it’s focused while creating or editing an appointment.
  • You can now create a progress note for an individual client appointment right from the calendar. Simply click to edit the appointment, and you’ll see a new Progress notes section at the bottom of the modal.
• Cases & Notes 
  • If you’ve set a default note template, it will load automatically when creating a progress note, saving you time. You can still switch templates from within the note if needed.

  • You can now save a draft of a progress note without completing all required fields. However, all required fields must be filled out before you can sign or submit the note.

    For short-answer fields with data validation (such as numeric or email fields), the correct data type must be entered if any data has been added to that field—even when saving as a draft.

  • The option to apply edits to all group members is now always available for group progress notes linked to appointments.
• Ensora Data Collection
  • You now have the ability to view a client’s address within Ensora Data Collection’s integrated calendar on your mobile app so that your therapists will be able to view where their next appointment takes place. You can also click on the location to launch your navigation system if needed.

Defect Fixes

• Schedule
  • We’ve made accessibility updates to improve the experience when using a screen reader. You can now:

    • Navigate and interact with the Agenda view selector

    • Change the status of an appointment via the Tab key on the Agenda

    • Use the Add Progress Note dropdown on the Agenda

  • We resolved an issue where the Save button became disabled when creating a full-day repeating appointment.
  • Corrected an issue when a monthly recurring appointment series is being created for a service type that was tied to an authorization, the authorization informational banner would disappear at times and state that no authorization was available. This has been fixed so that the correct authorization calculation message will show if creating a new monthly recurring series. 
  • Corrected an issue where appointments that were scheduled outside of your calendar viewing preferences for certain time zones were still being shown on the monthly calendar view. When clicking on these appointments, they would disappear from the calendar until a refresh occurred. This has been fixed so these appointments will not show on the monthly calendar view when they are outside of your calendar viewing preferences.  
  • Corrected an issue where when a signed group note was added without any link to an appointment attached, then the edit status option was disabled on the appointment history page for appointments more than 60 days in the future. This has been fixed so that this scenario will no longer cause the edit status button to be disabled.  
  • Corrected an issue where appointments part of a recurring series were being duplicated for some future appointments. This has been fixed so that these appointments will not be duplicated in the future.
  • The performance on the Agenda page was improved for those that were experiencing very long loading times. Now the agenda page should load as expected without this additional latency.  
  • We resolved an issue where the Intake Date was not showing on the Client List after a prospective client was made active.
• Cases & Notes
  • We solved an issue where Deactivated client’s progress notes were not visible.
• Staff
  • We have fixed an issue in the Active Staff Members section where the last few pages weren’t visible due to the page numbers were running off the screen.
• Billing
  • Corrected an issue where some payments were not being applied from the manual insurance payments screen for aggregated invoices. Now if the payment is applied for aggregated invoices, it will go through as expected instead of showing the error that said the invoice had already been updated.  
  • Corrected an issue where some insurance authorizations that were in the past were still showing as Active for some. This has been fixed so that the statuses reflect as Expired as expected.  
• System-Wide
  • We fixed an issue where editing a staff profile could unintentionally turn off single sign-on (SSO). SSO settings will now remain intact when making updates to a profile.
• Client Portal
  • A line break has been added to the titles of form elements when viewing the PDF of an intake form. Previously, long titles aligned to the left would push client responses to the far right margin, making them harder to read.
  • We resolved an issue where responses to multi-select questions were not displaying if form titles were left-aligned. All selected responses now appear as expected.
  • Corrected an issue where clients who had completed their intake setup encountered an error when attempting to sign intake forms. This prevented completion of required documentation. Intake forms can now be signed successfully without error.
• Payment Processing
  • Corrected an issue where you couldn’t navigate to another page of results when working in Batch Payment History.

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