New Features & Improvements

• Cases & Notes
  • For organizations on our new scheduling experience, you can now add or edit progress notes directly from the appointment modal for individual appointments. Support for group progress notes is coming soon!
• Dynamic Forms
  • A new setting is available for select fields in dynamic forms to prevent values from being copied forward into subsequent progress notes or forms. 

  • The following forms are now available as client forms.

    • NICHQ Vanderbilt Assessment Follow-Up - Parent Informant

    • NICHQ Vanderbilt Assessment Follow-Up -Teacher Informant

    • Columbia Suicide Severity Rating Scale (C-SSRS)

    • Beck’s Depression Inventory

    • ASAM (American Society of Addiction Medicine)

    These forms are currently archived and will need to be unarchived before use. Once unarchived, they can be used as client forms, case forms, or copied to intake forms for sending via the Client Portal.

• Schedule
  • Updating an individual client appointment to a canceled status is now more streamlined. You can update the status and enter cancellation details without being redirected to another screen.
  • You no longer need to provide a cancellation reason when canceling an individual appointment, a group appointment, or when using the Bulk Edit Appointments feature.
  • You can now specify both a start date and end date to accommodate appointments that span overnight.
  • The time picker in the appointment modal has been updated for a faster, easier experience. You can now select start and end times from a list in 15-minute increments or type in a custom time if you need something outside the list.
• Cases & Notes
  • The organization’s time zone now appears in both the progress note screen and the printed version of the note.

Defect Fixes

• Schedule
  • Screen readers can now properly read the Add Progress Note options on the Agenda.
• Clients
  • Resolved an issue in the General Documents tab where uploaded files were not sorting correctly by date.
• Cases & Notes
  • Corrected a problem where the less-than symbol wasn’t displaying properly in progress note PDFs.
  • Corrected an issue where older progress notes were not displaying the headers correctly.
  • You can now sign a progress note after supervisor approval, even if new required fields were added to the template. This prevents errors and ensures a smoother signing process.
  • Screen readers now properly read existing text in the Mental Status Exam section of progress notes, making it easier to review previously entered information.
• Billing
  • Resolved an issue where the first column in the Claims tab would misalign with the rest of the grid when scrolling. Columns now stay aligned.
• Telehealth
  • You’ll now see a tooltip message when Telehealth session buttons are disabled during group appointments due to a missing subscription. The message clearly indicates that no Telehealth subscription exists.