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. ​​​​

New Features & ImprovementsDrug Sets Maintenance If your EHR supports Clinical Administrators, Drug Sets must now be managed by a user with the Clinical Administrator role. This avoids unintended edits to the Drug Sets list. Error Messaging Improved the error message display on the Failed Rx view and Prescription History view. Reprint Reprint is no longer permitted for scheduled drugs that are identified as being delivered successfully via electronic transmission. Product Updates Release Notes have been renamed Product Updates, and are found on the Admin tab. [Back to Top]   Defect FixesDuplicate Transmissions Corrected an issue that could cause duplicate prescriptions to be transmitted, typically by rapidly clicking the Transmit button. ID.me registration Improved the communication with ID.me which should allow for more consistent successful registration. [Back to Top]

App Version: 20251009.4 Jump to Section:New Features & Improvements Portal App Defect Fixes Portal  New Features & ImprovementsPortalImprove Widget Performance on Overview Screen Our monitoring tools identified specific widgets on the overview screen as having poor load time performance. We have made a change that will improve performance. Database Updates We made database updates that have reduced wait time in the web portal by 50% on two databases.  AppNOTE: The following improvements were made to the Mobile App with the release on 10/28/2025: Please download the app version 20251009.4 to experience these updates. Non-Billable Appointments from Ensora ABA Therapy will show on Integrated Calendar These appointments will include a non-billable flag and will not appear on SOAP Notes.  Improve performance saving SOAP Notes We made a change to improve the performance of saving SOAP Notes from the mobile app.  Defect FixesPortalSOAP Note Activity Not Converting Date Based on Time Zone The activity log for SOAP Notes was not converting dates correctly based on the student’s time zone. This has been corrected.  Curriculum Spreadsheets Not Successfully Being Uploaded We resolved an issue where curriculum spreadsheets were not being uploaded to the platform. We recommend to retry your spreadsheet upload.

New Features & ImprovementsSingle Sign On (SSO) Availability Additional operational updates were completed in order to make SSO capability and support available to more organizations.  Updated Status Page The link to the Ensora Health Status Page within the application has been updated. In-App Link to Ensora Experience Hub ​​​​​​​The Knowledge Base link will now navigate to the new Ensora Experience Hub. 837 File Updates ​​​​​​​The 837 file will now extract the Taxonomy code in the existing 2010AB loop in the NM109 section. A new Custom Taxonomy field was added to the Pay-To Address tab. Users can now add a code in the Taxonomy field for that location, which will be extracted from the NM109 segment, and displayed within the 837 file. New ECMH Grant Report ​​​​​​​We created a new version of the ECMH Grant Report (50640), ECMH Grant Child Data Report 2020 to 2025.  Defect Fixes5860 Report​​​​​​​ ​​​​​​​Clients without a default location will now pull into the 5860 Report without issue. Active Users Report We fixed an issue with the Active Users Report incorrectly pulling in users that were marked Inactive in the database. Medication Context Variable ​​​​​​​The <datestart> Context Variable will now work in an open text field. 

New Features & Improvements Ensora Experience Hub With the transition of Ensora’s knowledge base to the new Ensora Experience Hub, any knowledge base links within the application will now redirect to the appropriate articles within the Ensora Experience Hub. Additionally, some of the dropdowns within the support center menu have been renamed from "Knowledge Base" to "Experience Hub”, which will redirect to the appropriate links.   Defect Fixes Schedule Corrected an issue with the new appointment modal on mobile devices, which was previously zoomed in too much, preventing some from scrolling to enter appointment details. The modal is now scrollable, allowing for better interaction on mobile views. Corrected an issue in the appointment modal where service types that had been previously entered were not being read aloud when a screen reader was used. Now, all service types will be acknowledged by the screen reader. Corrected an issue where the location for telehealth series set to “at home” was incorrectly displayed as “Not at home” in individual occurrences. Now, the correct location will be shown for each occurrence as per the series settings. Corrected an issue where the calendar display for days, weeks, months, and staff view was not extending to the bottom of the page in browsers, causing excessive scrolling and reduced visibility of the calendar. This has been fixed to restore the normal view space as it was prior to the defect's introduction. Billing  Corrected an issue in the ERA Received and Paid/Processed tab where searching by words in the Adjustment Details column returned no results, despite valid entries. This has been fixed, and adjustment details will now display correctly when valid search terms are entered. Reports  Corrected an issue where certain button elements, such as the support chat widget and the “Download Chargebacks Report” button, were included in the PDF download of the Vantage report. These elements have been removed to ensure that only the relevant information is displayed in the PDF download. Payment Processing Corrected an issue for those using our Ensora Payments feature where sending a one-time payment link via email resulted in an error, preventing clients from making payments. The link now opens as expected, allowing clients to complete their transactions. 

New Features & Improvements Ensora Data Collection If you have the integration with Ensora Data Collection, now non-client events will be displayed on the integrated calendar within the Ensora Data Collection app, providing you with a complete view of your daily schedule. Previously, only client appointments were sent to the integrated calendar. Ensora Experience Hub With the transition of Ensora’s knowledge base to the new Ensora Experience Hub, any knowledge base links within the application will now redirect to the appropriate articles within the Ensora Experience Hub. Additionally, some of the dropdowns within the support center menu have been renamed from "Knowledge Base" to "Experience Hub”, which will redirect to the appropriate links.   Defect Fixes Schedule Corrected an issue with the new appointment modal on mobile devices, which was previously zoomed in too much, preventing some from scrolling to enter appointment details. The modal is now scrollable, allowing for better interaction on mobile views. Corrected an issue in the appointment modal where service types that had been previously entered were not being read aloud when a screen reader was used. Now, all service types will be acknowledged by the screen reader. Corrected an issue where the location for telehealth series set to “at home” was incorrectly displayed as “Not at home” in individual occurrences. Now, the correct location will be shown for each occurrence as per the series settings. Corrected an issue where the calendar display for days, weeks, months, and staff view was not extending to the bottom of the page in browsers, causing excessive scrolling and reduced visibility of the calendar. This has been fixed to restore the normal view space as it was prior to the defect's introduction. Billing  Corrected an issue in the ERA Received and Paid/Processed tab where searching by words in the Adjustment Details column returned no results, despite valid entries. This has been fixed, and adjustment details will now display correctly when valid search terms are entered. Reports  Corrected an issue where certain button elements, such as the support chat widget and the “Download Chargebacks Report” button, were included in the PDF download of the Vantage report. These elements have been removed to ensure that only the relevant information is displayed in the PDF download. Payment Processing Corrected an issue for those using our Ensora Payments feature where sending a one-time payment link via email resulted in an error, preventing clients from making payments. The link now opens as expected, allowing clients to complete their transactions.

New Features & Improvements Ensora Experience Hub With the transition of Ensora’s knowledge base to the new Ensora Experience Hub, any knowledge base links within the application will now redirect to the appropriate articles within the Ensora Experience Hub. Additionally, some of the dropdowns within the support center menu have been renamed from "Knowledge Base" to "Experience Hub”, which will redirect to the appropriate links.   Defect Fixes Schedule Corrected an issue with the new appointment modal on mobile devices, which was previously zoomed in too much, preventing some from scrolling to enter appointment details. The modal is now scrollable, allowing for better interaction on mobile views. Corrected an issue in the appointment modal where service types that had been previously entered were not being read aloud when a screen reader was used. Now, all service types will be acknowledged by the screen reader. Corrected an issue where the location for telehealth series set to “at home” was incorrectly displayed as “Not at home” in individual occurrences. Now, the correct location will be shown for each occurrence as per the series settings. Corrected an issue where the calendar display for days, weeks, months, and staff view was not extending to the bottom of the page in browsers, causing excessive scrolling and reduced visibility of the calendar. This has been fixed to restore the normal view space as it was prior to the defect's introduction. Billing  Corrected an issue in the ERA Received and Paid/Processed tab where searching by words in the Adjustment Details column returned no results, despite valid entries. This has been fixed, and adjustment details will now display correctly when valid search terms are entered. Reports  Corrected an issue where certain button elements, such as the support chat widget and the “Download Chargebacks Report” button, were included in the PDF download of the Vantage report. These elements have been removed to ensure that only the relevant information is displayed in the PDF download. Payment Processing Corrected an issue for those using our Ensora Payments feature where sending a one-time payment link via email resulted in an error, preventing clients from making payments. The link now opens as expected, allowing clients to complete their transactions.

New Features & Improvements Prescription Message ID   Prescription Message ID is now surfaced in the Prescription History. This may be referenced if a prescription is identified as missing at a pharmacy. Electronic Fax Electronic fax is no longer permitted in Minnesota. Faxed prescriptions must be signed by hand. Failed Transmission Notifications Failed Transmission notifications will now be emailed to users who have signed up for notifications under the User Profile.   Defect Fixes DEA Maintenance DEA Maintenance will now support multiple DEANs not associated with a given location. Failed Prescription Transmissions Corrected a bug that could prevent failed prescription transmissions from being deleted from the Failed Rx list. State-Controlled Drugs Corrected a bug that could impact state-controlled drugs.

New Features & Improvements Email Address Update We’re making an update behind the scenes to keep your Ensora Rehab Therapy Suite emails, like appointment reminders, running smoothly. As part of this, the “From” address for emails sent from Ensora Rehab Therapy Suite will change to notifications@mg.fusionwebclinic.com We do not anticipate this update will cause any interruption to your service. However, as a best practice, please add mg.fusionwebclinic.com to your email allow list/safe sender list. This helps ensure messages continue to land in your inbox. Show Payment Method for Ensora Payments For transactions processed through Ensora Payments going forward, the last four digits of the payment method will be shown on the Billing → Transactions page, on printed or emailed receipts, when canceling a transaction, and in the Transactions report in new Insights. Update Menu links inside the application The links under the ‘Help’ menu now go to our new Gainsight Experience Hub. Additionally, the “Help Articles” option has been renamed to “Experience Hub”. Update KB article link in application The help article link in the patient portal now points to the article in the Experience Hub.  Defect Fixes Insights can't be filtered with decimals When filtering a column in Insights using decimal values (e.g., “is 10.50”) in number fields, decimal filters now correctly return matching values regardless of the report’s date range settings. Insights can't be filtered by percent When filtering a column in Insights using percent values other than 100 (e.g., “is 95”), the percent filters now correctly return matching rows regardless of the report’s date range. Previously, reports failed to display expected results when filtering on percent fields under certain date configurations. Conflict message not shown when dragging group appointment  The system now correctly displays a conflict warning when attempting to schedule a grouped appointment that would result in double-booking. Previously, if one therapist in the group was already scheduled and the other was available, the system allowed the grouped appointment to be saved without alerting the user to the conflict. Note: This issue occurred only when using drag-and-drop mechanism. Failed Eligibility Checks Resolved an issue that sometimes caused monthly eligibility checks to fail. Audit log export not including details column When exporting from the Activity Logs page, the Details column will no longer be blank.

New Features & Improvements Clients Appointment reminders can now be sent to a client’s contacts by text, phone, or email. These reminders can be enabled directly from the client’s Contact Network, helping keep everyone informed and reduce missed appointments. Learn More: Enable Appointment Reminders for Client Contacts Billing When switching from a non-partnered to a partnered clearinghouse, claim status badges that were previously shown for non-partnered clearinghouses will no longer appear. With a partnered clearinghouse, claim statuses can be viewed in other areas of the system. If you switch from a partnered clearinghouse to a non-partnered one, any claims you previously submitted externally will now have “External” appended to the label, making it easy to continue identifying them. Dynamic Forms The PDF downloads for dynamic forms have been improved to ensure consistent spacing and margins across all sections. These visual improvements make printed and downloaded forms look more professional and easier to read. Reports Both the Legacy and New Detailed Attendance reports now load faster, even for large datasets. In the New Detailed Attendance report, you can also filter out archived clients and service types, and view three new columns showing note signature status and primary/secondary insurer details.  Defect Fixes Schedule Corrected an issue where the calendar view was showing a continuous block showing unavailability instead of displaying the proper blocks of time intended for unavailability to schedule. This has now been fixed For organizations on our new scheduling experience, the “Ending by” date picker now displays fully when creating a repeating appointment in the new appointment modal, making it easier to select an end date without the calendar being cut off. Corrected an issue in the appointment modal's time picker where times that did not include a leading zero were not able to be manually updated. You can now manually enter times with or without a leading zero into the appointment modal. Cases & Notes Corrected an issue where changing the progress note template after selecting a past appointment caused the selected appointment to disappear. This has been fixed so that the appointment remains visible and the correct appointment list displays based on the selected service start date. Corrected an issue where when Printing PDF of progress notes with an older addendum were displaying an error. Now when Printing progress notes with addendums there are no errors. Corrected an issue where a Wiley progress note was incorrectly applied to a client who already had a note for the same group appointment, causing the appointment details page to fail to load. This has been fixed so that progress notes are no longer duplicated, and the appointment details page loads as expected. Corrected an issue where if a tenant had the telehealth validation setting on, when attempting to open a progress note an error would display. We have corrected this issue and now no error displays. Billing Corrected an issue when a claim was marked as Rejected or Denied from the ERA received tab followed by marking as Processed, where the claim was incorrectly moved to the Paid/Processed tab which prevented you from taking necessary actions on the claim. This has been corrected, ensuring claims remain in the Rejected/Denied tab after being marked as Rejected or Denied, even after the ERA is processed. Claims marked as Rejected or Denied in the ERA Received tab now remain in the Rejected/Denied tab even after processing. Previously, they could incorrectly move to the Paid/Processed tab, preventing further action. Dynamic Forms Corrected an issue where no activity log entry was being created when a dynamic form or an intake form was deleted. This has been fixed so the activity log entry will be shown as expected. Reports Resolved an issue where WebABA organizations with the managed billing add-on were unable to access the Managed Billing Payments Reconciliation Report. The report is now correctly available to these organizations.

New Features & Improvements Clients Appointment reminders can now be sent to a client’s contacts by text, phone, or email. These reminders can be enabled directly from the client’s Contact Network, helping keep everyone informed and reduce missed appointments. Learn More: Enable Appointment Reminders for Client Contacts Billing When switching from a non-partnered to a partnered clearinghouse, claim status badges that were previously shown for non-partnered clearinghouses will no longer appear. With a partnered clearinghouse, claim statuses can be viewed in other areas of the system. If you switch from a partnered clearinghouse to a non-partnered one, any claims you previously submitted externally will now have “External” appended to the label, making it easy to continue identifying them. Dynamic Forms The PDF downloads for dynamic forms have been improved to ensure consistent spacing and margins across all sections. These visual improvements make printed and downloaded forms look more professional and easier to read. Reports Both the Legacy and New Detailed Attendance reports now load faster, even for large datasets. In the New Detailed Attendance report, you can also filter out archived clients and service types, and view three new columns showing note signature status and primary/secondary insurer details.  Defect Fixes Schedule Corrected an issue where the calendar view was showing a continuous block showing unavailability instead of displaying the proper blocks of time intended for unavailability to schedule. This has now been fixed For organizations on our new scheduling experience, the “Ending by” date picker now displays fully when creating a repeating appointment in the new appointment modal, making it easier to select an end date without the calendar being cut off. Corrected an issue in the appointment modal's time picker where times that did not include a leading zero were not able to be manually updated. You can now manually enter times with or without a leading zero into the appointment modal. Cases & Notes Corrected an issue where changing the progress note template after selecting a past appointment caused the selected appointment to disappear. This has been fixed so that the appointment remains visible and the correct appointment list displays based on the selected service start date. Corrected an issue where when Printing PDF of progress notes with an older addendum were displaying an error. Now when Printing progress notes with addendums there are no errors. Corrected an issue where a Wiley progress note was incorrectly applied to a client who already had a note for the same group appointment, causing the appointment details page to fail to load. This has been fixed so that progress notes are no longer duplicated, and the appointment details page loads as expected. Corrected an issue where if a tenant had the telehealth validation setting on, when attempting to open a progress note an error would display. We have corrected this issue and now no error displays. Billing Corrected an issue when a claim was marked as Rejected or Denied from the ERA received tab followed by marking as Processed, where the claim was incorrectly moved to the Paid/Processed tab which prevented you from taking necessary actions on the claim. This has been corrected, ensuring claims remain in the Rejected/Denied tab after being marked as Rejected or Denied, even after the ERA is processed. Claims marked as Rejected or Denied in the ERA Received tab now remain in the Rejected/Denied tab even after processing. Previously, they could incorrectly move to the Paid/Processed tab, preventing further action. Dynamic Forms Corrected an issue where no activity log entry was being created when a dynamic form or an intake form was deleted. This has been fixed so the activity log entry will be shown as expected.

New Features & Improvements Clients Appointment reminders can now be sent to a client’s contacts by text, phone, or email. These reminders can be enabled directly from the client’s Contact Network, helping keep everyone informed and reduce missed appointments. Learn More: Enable Appointment Reminders for Client Contacts Billing You can now update service modifiers directly from the invoice instead of only at the service type level. This can be done before claims submission and when a claim has been rejected, denied, or paid/processed. When switching from a non-partnered to a partnered clearinghouse, claim status badges that were previously shown for non-partnered clearinghouses will no longer appear. With a partnered clearinghouse, claim statuses can be viewed in other areas of the system. If you switch from a partnered clearinghouse to a non-partnered one, any claims you previously submitted externally will now have “External” appended to the label, making it easy to continue identifying them. Dynamic Forms The PDF downloads for dynamic forms have been improved to ensure consistent spacing and margins across all sections. These visual improvements make printed and downloaded forms look more professional and easier to read. A new setting is now available for select fields in dynamic forms that prevents the content from being copied forward into subsequent progress notes or forms. This feature supports more individualized documentation by ensuring that certain fields are completed uniquely for each session. Learn More:Create a Dynamic Form: Client, Case or OrganizationCreate a Dynamic Form: Progress Note   Reports Both the Legacy and New Detailed Attendance reports now load faster, even for large datasets. In the New Detailed Attendance report, you can also filter out archived clients and service types, and view three new columns showing note signature status and primary/secondary insurer details.  Defect Fixes Schedule Corrected an issue where the calendar view was showing a continuous block showing unavailability instead of displaying the proper blocks of time intended for unavailability to schedule. This has now been fixed For organizations on our new scheduling experience, the “Ending by” date picker now displays fully when creating a repeating appointment in the new appointment modal, making it easier to select an end date without the calendar being cut off. Corrected an issue in the appointment modal's time picker where times that did not include a leading zero were not able to be manually updated. You can now manually enter times with or without a leading zero into the appointment modal. Cases & Notes Corrected an issue where changing the progress note template after selecting a past appointment caused the selected appointment to disappear. This has been fixed so that the appointment remains visible and the correct appointment list displays based on the selected service start date. Corrected an issue where when Printing PDF of progress notes with an older addendum were displaying an error. Now when Printing progress notes with addendums there are no errors. Corrected an issue where a Wiley progress note was incorrectly applied to a client who already had a note for the same group appointment, causing the appointment details page to fail to load. This has been fixed so that progress notes are no longer duplicated, and the appointment details page loads as expected. Corrected an issue where if a tenant had the telehealth validation setting on, when attempting to open a progress note an error would display. We have corrected this issue and now no error displays. Fixed an issue where after creating a progress note and refreshing the page, the progress note would not reload. The page now reloads correctly to show the saved note details. Billing Corrected an issue when a claim was marked as Rejected or Denied from the ERA received tab followed by marking as Processed, where the claim was incorrectly moved to the Paid/Processed tab which prevented you from taking necessary actions on the claim. This has been corrected, ensuring claims remain in the Rejected/Denied tab after being marked as Rejected or Denied, even after the ERA is processed. Claims marked as Rejected or Denied in the ERA Received tab now remain in the Rejected/Denied tab even after processing. Previously, they could incorrectly move to the Paid/Processed tab, preventing further action. Dynamic Forms Corrected an issue where no activity log entry was being created when a dynamic form or an intake form was deleted. This has been fixed so the activity log entry will be shown as expected.

New Features & ImprovementsError message display The full error message is now displayed on the Failed Rx table and in the Prescription History table. Unmapped Pharmacy messages Patient selection is now required upon selection of any unmapped pharmacy message (e.g. renewals or change requests).   Defect FixesPrescriber Report Corrected a bug that could impact the proper date range display for prescriptions within the report. Transmit page Corrected the display of the Effective Date to always show the full date. Customer Maintenance Portal Addressed a performance issue that could cause timeouts. Users may now be marked inactive without first clearing the FTE%. An incorrect DEAN entry will no longer clear all fields for display.

Version 2.52Jump to Section:Improvements & Defect Fixes Billing CCBHC Forms PROS Forms FormLab General Regulatory Reporting Stability & Performance USCDI v3   Improvements & Defect FixesBillingMedication Billing Profiles We resolved an issue in Medication Billing Profiles where procedures with Use Unit Cap enabled failed to calculate and aggregate units correctly. Charges now reflect accurate totals based on appointment length and appear as a single line in Charge Entry and My Billing. 270 Eligibility Requests - Errors An issue was fixed where the Errors button in 270 Eligibility Requests, showed a blank popup after failures. Error messages now display correctly for easier troubleshooting. Update to ReasonCode field in Ledger We fixed an unhandled exception when opening Ledger for certain patients by increasing the character limit in the ReasonCode field. Ledger access is now restored.   CCBHCUpdated LOINC Code mapping We updated LOINC code mappings in Setup for Race and Ethnicity. “Asian” now maps to 2028-9 and new options “Asked but Unknown” and “Unknown” were added with codes ASKU and UNK.   FormsProgress Note Hard Stop An issue was fixed where required note signatures after service end time failed when optional signatures were present. Validation now correctly handles signature types, preventing timestamp errors.  DCF Mental Health Outcome form We fixed an issue in DCF_PERF_17 where contract numbers did not populate. Insurance is now correctly selected based on the patient’s program, ensuring valid contract dates.  Group Notes We fixed an issue that was preventing Group Notes from printing. The print button now functions correctly, restoring preview and dialog access.  Progress Note History Display An issue was corrected where voided charges caused duplicate rows in the Progress Note History grid. The form now accounts for voided charges, displaying only one row per Progress Note ID. PAS forms Validation Error We fixed a validation error in PAS forms where SSNs ending in “0000” were incorrectly flagged. Forms 44N, 45N, 46N, and 61N now accept “0000” when full SSN is unavailable, per OASAS guidelines. Signature Issue ​​​​​​​We fixed an issue in TGI_PN forms where resigning showed the correct name but retained the previous signature. System logic now ensures the signature matches the signing user, even without a stored signature. Medication Orders Error ​​​​​​​In TGI_MOv2, an error was discovered when saving Medication Orders in the OTP chart. Refresh logic in the Medication Dispensing screen was updated to ensure stable saves without triggering errors.  PROS FormsUpdates to PROS Forms We introduced CRIP3 PROS Initial Recovery Plan V2 with updated fields in Plan Info, Goals, and Additional Info tabs, including new text fields, revised labels, and removal of outdated items. We released CRIP3 PROS Initial Recovery Plan V3 with updated fields in Plan Info, PROS Goals, and Additional Info tabs, including revised text fields and improved labels.   FormLabFormLab Progress Notes ​​​​​​​We corrected an issue where FormLabs progress notes stayed editable after signing. Forms now lock on initial signature, preserving multi-signature and copy/paste functionality.  GeneraleCR Help Side Menu ​​​​​​​The obsolete User Manual link from the eCR Help side bar menu has been removed from the system. Although previously removed from the Help dropdown in v2.51.0.0, it still appeared in the side bar.  RegulatoryPCS 2025  ​​​​​​​The OMH Patient Characteristics Survey 2025 form (OMH_PCS_25) was created with updated questions and improved print formatting.  We added queuing to the PCS 2025 form, allowing users to select and queue the latest survey version and generate files from selected forms.  We updated the OMH PCS Export Report for 2025 with revised column headers, removed outdated fields like COVID data, and aligned descriptions with the OMH_PCS_25 form.  The Submission Center was updated to generate fixed-width files for PCS 2025, with new field mappings, padding logic, and validations. Only the latest survey version is processed for compatibility.   ReportingPCS 2025  ​​​​​​​The OMH PCS 2025 File Generation Summary report was updated with a new title, version number, default start date, and description to reflect the 2025 survey period.  PAS 48N Report ​​​​​​​The logic in the PAS-48N report was corrected to properly classify visits using CPT and rate codes for lines V18, V23, and V24.  DEA Summary Report​​​​​​​ ​​​​​​​We fixed DEA Summary report logic to correctly display Suboxone Films without including Buprenorphine. Dispenses are no longer counted as adjustments, and inventory totals are now accurate.  Caseload Detail Report An issue was fixed in the Caseload Detail Report where the Primary Therapist column was blank for all patients after the v2.50 upgrade.  Caseload Report ​​​​​​​We fixed Caseload Report issues where Primary Insurance showed as “RP” for all patients and the Detail report failed to display the Primary User.  Insurance Authorization Report ​​​​​​​The Insurance Authorization Report was corrected to display the actual medical record number (MRN) instead of the client’s chart number in the Med Rec # column.  Eligibility Compare to Insurance Report ​​​​​​​We fixed a query execution error in the Eligibility Compare to Insurance report. Users can now run the report without encountering processing failures.  Payments and Charges by Payer Details Report ​​​​​​​An error in the Payments and Charges by Payer Details report caused by a missing stored procedure has been resolved. Report functionality is now restored.  Alert Report by Rule & Alert Report - Dates​​​​​​​ ​​​​​​​We fixed data return issues in Alert Report by Rule and Alert Report - Dates caused by misconfigured parameters. The ProgramIDs filter was removed and Today Date Only was replaced with a date picker.  No Show Rate Report ​​​​​​​We removed the No Show Rate report from sample dashboards due to failure caused by missing legacy sample data from 2013.  PAS Submission Reports ​​​​​​​PAS Submission reports now accurately reflect PAS 44N forms as signed and locked instead of incorrectly showing them as not started.  New report related to Posting Activity By Date of Deposit Report ​​​​​​​We added a new report titled Posting Activity By Date of Deposit with Rendering Provider, featuring a Rendering Provider column to show the clinician who delivered services for each date.  Stability & PerformanceAppointments View ​​​​​​​Performance of the pbi.Appointments view was improved. Original fields have been restored in the pbi.Appointments view. Procedure Line Exceptions  ​​​​​​​We fixed a timeout error in the Procedure Line Exceptions tab during auto posting by optimizing query performance to prevent screen freeze and improve reliability.  Eligibility Request UI ​​​​​​​The Eligibility Request UI now accurately reflects partial failures. We introduced batch processing with single connection, improved error handling, and retry support for failed requests.  USCDI v3Updates to TGI_HQ form ​​​​​​​The TGI_HQ form was updated to version 3 with a new Pregnancy section, including fields for Pregnancy Status and Intention. Lookup tables are editable, and print/preview now reflect the new section to support USCDI v3 standards.  New Report Types added to Lookup Table Crosswalk ​​​​​​​New report types (SNOMED, LOINC, NullFlavor, DataAbsentReason, AdministrativeGender, and NAICS) were added to the Lookup Table Crosswalk in Setup/Lookup Manager, supporting improved codification and USCDI v3 interoperability.  Updates to Health Questions v3 form ​​​​​​​The Health Questions v3 form now supports Disability Status tracking. Renamed section to Cognitive, Functional, and Disability Status, added new dropdown options, and implemented dynamic logic for status selection.  [Back to Top]

App Version 20250923.4 Improvements & Defect FixesPortalLast Edited SOAP Note Dates Updating without Edits We updated the integration API to prevent edits from the PMS from updating the Last Edited date when no actual edits are recorded in the activity log. SOAP Note PDFs not reflecting Edits We resolved an issue caused by occasional timeouts during the save process, ensuring all edits are now properly reflected in the PDF output. Targets Incorrectly Auto-Opening from Mastery We fixed a defect where targets copied from curriculum libraries were auto-opening incorrectly.  Past Due Account Login Error ​​​​​​​Addressed and resolved an error that prevented users with past due accounts from logging in.   AppNOTE: The following improvements were made to the Mobile App with the release on 9/24/2025: Please download the app version 20250923.4 to experience these updates.  Data Collection App not displaying SOAP Notes from Past 30 Days for some Students ​​​​​​​We resolved an edge case in the SOAP Note saving process that was causing an error and preventing recent notes from displaying properly in the app. 

New Features & ImprovementsOffice Notes Prescriptions now show an Internal Note indicator displayed on the Compose and MedEntry pages if a note is present.  Clicking the note opens it in a modal display. Subscription Payments Subscriptions can now be transferred between credit cards without canceling the original subscription.   Defect FixesClosed Sig Builder An issue was corrected that could occur when editing Active Medications. 2 Factor Authentication Signing Tool ​​​​​​​A defect was resolved the could prevent the 2FA signing tool display for some users. Pharmacy Renewal Requests ​​​​​​​We fixed a defect where digital signatures were not applied to state-controlled substances in approved pharmacy renewal requests. Customer Maintenance Portal ​​​​​​​DEAN for a prescriber now updates dynamically. Sorting behavior by Billing field was corrected.