NOTE: These changes go into effect during the evening on the date specified in the article title (ie Wednesday night); most users will see these items the following day (ie Thursday morning).  Defect Fixes ID.me Registration Corrected an issue that could prevent EPCS registration for users that had previously registered with Exostar but had changed their DEAN. Medication Display Corrected a bug that could cause the Drug column to be hidden for certain medications. Failed Rx on Tasks Corrected a bug that could hide the Delete button if no prescriptions were selected. The button is now properly disabled but not hidden. Selecting one or more prescriptions will enable the button. Prescriber Report Reprinted medications now display properly in the Prescriber Report.

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements Cases & Notes You can now create progress notes for appointments that span overnight. We’ve added two new fields—Service Start Date and Service End Date—to capture multi-day services. Support for scheduling appointments that span multiple days is coming soon! We’ve introduced the AI Note Enhancement feature to streamline and elevate your progress note writing. As you draft your notes, you’ll now see an “Improve with AI” button. Clicking it will generate a refined version of your note, giving you the option to review and choose whether to replace your original text. Learn more: AI Notes Enhancement Corrected an issue where switching between drafted progress notes did not update the displayed template accordingly. The note editor now correctly reflects the associated template when selecting a different draft version. Billing Our new Prepay feature lets you collect and assign payments to future appointments, even if there’s no invoice yet. Once the appointment is invoiced, the payment is automatically applied.Learn More: Process or Record a Prepay for an Appointment   If you're using Ensora Telehealth with Ensora Payments, you can also require clients to pay in full or their copay before the session begins, ensuring payment is collected upfront.Learn More: Require Prepayment for Telehealth Appointments  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. NOTE: This has been released initially for those using our Ensora RCM services. It will be released for General Availability in a future release.  A new Place of Service filter has been added to the Batch Invoicing page so that appointments can be filtered by this property to aid with creating invoices in bulk. Client Portal Clients and client contacts can now securely upload documents directly through the Client Portal. Uploaded files are automatically saved to the client’s General Documents, making them easily accessible to those who need them. This setting can be enabled under your Client Portal Settings in the Organization tab.Learn More: Client: Upload Documents to the Client Portal   The file size limit for the secure messaging feature has been increased from 10mb to 50mb so that larger attachments can be sent when needed.   Defect Fixes Schedule We’ve resolved an issue where changes to an appointment’s status wasn’t immediately reflected on the Agenda. This occurred when an appointment was canceled from the calendar, edited to a full-day appointment on a new date, and then marked as "upcoming" from the Agenda. Previously, the status wouldn’t update unless the page was refreshed—now, it updates immediately as expected. We’ve updated the wording in the double-booking error message for individual staff appointments. It now correctly reads “doesn’t allow double booking” instead of “don’t”. Corrected an issue where an error was displayed in the console sometimes when creating a new appointment by double clicking on a time slot within the calendar. This has been fixed so that no error will be displayed. Corrected an issue where you were able to double book an appointment within the same room if it was scheduled more than 60 days in the future. This has been fixed so that the appointment can not be saved if there is already an appointment booked in the same room at the same time.   Cases & Notes Corrected an issue where switching progress note templates with required fields could cause entered information to be lost if those required fields weren’t filled out before saving, or had invalid data. Billing We’ve restored the confirmation message that appears when adding claims to Awaiting Submission from batch invoicing. Reports Resolved an issue where negative currency values in exported CSV reports were incorrectly prefixed with a leading apostrophe. A broken icon image was fixed next to the Advanced Reporting section under the Reports tab so that the correct icon will now be displayed. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements Cases & Notes You can now create progress notes for appointments that span overnight. We’ve added two new fields—Service Start Date and Service End Date—to capture multi-day services. Support for scheduling appointments that span multiple days is coming soon! Corrected an issue where switching between drafted progress notes did not update the displayed template accordingly. The note editor now correctly reflects the associated template when selecting a different draft version. Billing Our new Prepay feature lets you collect and assign payments to future appointments, even if there’s no invoice yet. Once the appointment is invoiced, the payment is automatically applied.Learn More: Process or Record a Prepay for an Appointment   If you're using Ensora Telehealth with Ensora Payments, you can also require clients to pay in full or their copay before the session begins, ensuring payment is collected upfront.Learn More: Process or Record a Prepay for an Appointment  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.Learn More: Add and Edit Modifiers on Invoices  A new Place of Service filter has been added to the Batch Invoicing page so that appointments can be filtered by this property to aid with creating invoices in bulk. Client Portal Clients and client contacts can now securely upload documents directly through the Client Portal. Uploaded files are automatically saved to the client’s General Documents, making them easily accessible to those who need them. This setting can be enabled under your Client Portal Settings in the Organization tab.Learn More: Client: Upload Documents to the Client Portal The file size limit for the secure messaging feature has been increased from 10mb to 50mb so that larger attachments can be sent when needed.   Defect Fixes Schedule We’ve resolved an issue where changes to an appointment’s status wasn’t immediately reflected on the Agenda. This occurred when an appointment was canceled from the calendar, edited to a full-day appointment on a new date, and then marked as "upcoming" from the Agenda. Previously, the status wouldn’t update unless the page was refreshed—now, it updates immediately as expected. We’ve updated the wording in the double-booking error message for individual staff appointments. It now correctly reads “doesn’t allow double booking” instead of “don’t”. Corrected an issue where an error was displayed in the console sometimes when creating a new appointment by double clicking on a time slot within the calendar. This has been fixed so that no error will be displayed. Corrected an issue where you were able to double book an appointment within the same room if it was scheduled more than 60 days in the future. This has been fixed so that the appointment can not be saved if there is already an appointment booked in the same room at the same time.   Cases & Notes Corrected an issue where switching progress note templates with required fields could cause entered information to be lost if those required fields weren’t filled out before saving, or had invalid data. Billing We’ve restored the confirmation message that appears when adding claims to Awaiting Submission from batch invoicing. Reports Resolved an issue where negative currency values in exported CSV reports were incorrectly prefixed with a leading apostrophe. A broken icon image was fixed next to the Advanced Reporting section under the Reports tab so that the correct icon will now be displayed. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements Cases & Notes You can now create progress notes for appointments that span overnight. We’ve added two new fields—Service Start Date and Service End Date—to capture multi-day services. Support for scheduling appointments that span multiple days is coming soon! We’ve introduced the AI Note Enhancement feature to streamline and elevate your progress note writing. As you draft your notes, you’ll now see an “Improve with AI” button. Clicking it will generate a refined version of your note, giving you the option to review and choose whether to replace your original text. Learn more: AI Notes Enhancement Corrected an issue where switching between drafted progress notes did not update the displayed template accordingly. The note editor now correctly reflects the associated template when selecting a different draft version. 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.Learn More: Add and Edit Modifiers on Invoices  A new Place of Service filter has been added to the Batch Invoicing page so that appointments can be filtered by this property to aid with creating invoices in bulk. Client Portal Clients and client contacts can now securely upload documents directly through the Client Portal. Uploaded files are automatically saved to the client’s General Documents, making them easily accessible to those who need them. This setting can be enabled under your Client Portal Settings in the Organization tab.Learn More: Client: Upload Documents to the Client Portal The file size limit for the secure messaging feature has been increased from 10mb to 50mb so that larger attachments can be sent when needed.    Defect Fixes Schedule We’ve resolved an issue where changes to an appointment’s status wasn’t immediately reflected on the Agenda. This occurred when an appointment was canceled from the calendar, edited to a full-day appointment on a new date, and then marked as "upcoming" from the Agenda. Previously, the status wouldn’t update unless the page was refreshed—now, it updates immediately as expected. We’ve updated the wording in the double-booking error message for individual staff appointments. It now correctly reads “doesn’t allow double booking” instead of “don’t”. Corrected an issue where an error was displayed in the console sometimes when creating a new appointment by double clicking on a time slot within the calendar. This has been fixed so that no error will be displayed. Corrected an issue where you were able to double book an appointment within the same room if it was scheduled more than 60 days in the future. This has been fixed so that the appointment can not be saved if there is already an appointment booked in the same room at the same time.   Cases & Notes Corrected an issue where switching progress note templates with required fields could cause entered information to be lost if those required fields weren’t filled out before saving, or had invalid data. Billing We’ve restored the confirmation message that appears when adding claims to Awaiting Submission from batch invoicing. Reports Resolved an issue where negative currency values in exported CSV reports were incorrectly prefixed with a leading apostrophe. A broken icon image was fixed next to the Advanced Reporting section under the Reports tab so that the correct icon will now be displayed. [Back to Top]

Defect Fixes  Can request appointments for "all day" unavailable time  Portal users can no longer request appointments for times when a therapist or location is marked as unavailable for the entire day. Activity logs fail to load if too much data is included When viewing the Activity Logs page, 50 results will be loaded at a time to ensure the logs will load when there are a large number of rows available. Tables in documents sometimes missing border When creating a PDF of a patient document, the first column of tables will no longer be missing the table’s border. Previously, the border would not appear if the document was very large or included special characters. Extra spaces sometimes appear in document tables When creating a PDF of a patient document, extra spaces will no longer appear randomly in tables. Previously, extra spaces could appear if the document was very large or included special characters.

App Version 20250620.2  Improvements & Defect FixesPortalError when Downloading VB-MAPP Assessment Reports A VB-MAPP licensing issue was resolved, and reports can now be downloaded as expected. Improve performance of Curriculum Spreadsheet Importer We have refactored this job to improve the performance when users import curriculum spreadsheets into Ensora Data Collection.  The following improvements were made to the Catalyst Mobile App with the release on 7/9/2025: (*Mobile App has been deployed to the App Stores for approval.) Please download the app version 20250620.2 to experience these updates. AppAfter Starting a Target Interval Timer and User Navigates Away from It and Returns, the Timer is Frozen The Target Interval Timer will now perform as expected when the user navigates away and returns. Interval Schedule sync to the portal marks the first interval as "No" when run two times simultaneously All intervals are now marked correctly. Mobile App Momentum Targets Missing Prompts when student is set to override default prompt codes Momentum targets now prompts even when a student is set to override default prompt codes.

NOTE: These changes go into effect during the evening on the date specified in the article title (ie Wednesday night); most users will see these items the following day (ie Thursday morning).  New FeaturesID.me Added a direct link to the ID.me device management into the EPCS registration workflow to ensure users can easily access their signing tools.    Defect FixesRenewals Corrected an issue that could prevent some renewals from being loaded.

Jump to Section:New Features & Improvements Administration Billing Reporting Defect Fixes Administration Appointments Billing   New Features & ImprovementsAdministrationUpdate to CQM module - Substance Use dropdown We updated the options in the Substance Use dropdown to show 18 months instead of 24 months. BillingAdd Payer 1027 to helenasupoverride We added payer 1027 to the helenasupoverride setting. Reporting50390 Report Updates We made updates to the 50390 Prep Report to correct CASII and ESCII date calculations and update the payer supervisory date determination.   Defect FixesAdministrationUnable to Link Clients to Families Issue We fixed an issue where you were unable to link clients to families in the Families module. Missing Fields on Client Verification Sheets We reinstated the Client Number, Active Status, and Credit Amount fields to the Client Verification Sheet which were inadvertently removed with a previous update. AppointmentsIncorrect Appointment Alignment in 1 Day View We fixed an issue with appointments showing up in the wrong staff column and the availability hidden behind appointments. BillingPayer Summary Column no longer Showing Primary and Secondary Payers An issue was fixed with our database table names that would cause missing data in the Payer Summary Column. Context Variable Start Dates now Showing in Stop Date Column We fixed an issue where the context variable start dates are not appearing in the Stop Date Column. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  NOTE: These changes go into effect during the evening on the date specified in the article title (ie Wednesday night); most users will see these items the following day (ie Thursday morning).  New Features & ImprovementsLogin Improvements Login attempts as inactive users will now consistently display a notice that the user or account are inactive. Message Processing Improved handling of connections with poor data, such as hard returns or invalid diagnosis codes. Prescriber Report Improved the display of renewals and change requests in the Prescriber Report.   Defect FixesLeaflets Corrected an issue that could prevent some users from accessing Patient Education Leaflets. Stripe Payments Corrected a bug that could prevent scheduled Stripe subscription payments from processing.

Version 2.51 Jump to Section:Defect Fixes & Improvements Billing (PROS (Personalized Recovery Oriented Services)) Clinical eRx Forms FormLab General HIE (Health Information Exchange) Power BI Reporting USCDI (United States Core Data for Interoperability) v3  There may be times when Version numbers seen here are skipped. Any changes or additions in skipped versions are included in the next public release. REMINDER: To schedule an update to the latest version, please go to this Booking Link to select a time and date.  Learn More: 2.51 Release WebinarDefect Fixes & ImprovementsBilling (PROS (Personalized Recovery Oriented Services))MyBilling - Non-Billable Tier Zero Procedures Display We added functionality to display non-billable tier zero procedures in the Procedure column in MyBilling for PROS. Previously, these procedures were not shown. Now, all tiers are displayed if one is met. CRS Base Rate for Add-on Procedures We introduced CRS base rate into add-on procedures for PROS. The updated conditions are as follows: ORS greater or equal to 4, IR greater or equal to 1 with CRS base rate, and CTMD/CTMR billing based on CRS status. The "units of any kind condition" was removed.  NOTE: There is a strict process to follow when voiding add-ons and base rate charges. First, void the add-on, then void the base rate charge. If this is done, the visit gets voided and the attached progress notes are marked as not billed anymore. Voiding will not work properly if the base rate charge is voided first.  ClinicalDiagnosis Code set as Primary An issue was fixed where diagnosis code F43.8 could be set as primary despite being marked "Can't Be Primary in All Programs".  eRxMedication/Pharmacy Data Fix The application was updated to send medication and pharmacy data to eRx only once per patient, the first time their information is sent to eRx. This applies to DrFirst and new users with pre-existing prescriptions. This was completed to enhance data accuracy and prevent redundant entries.  FormsMH047 OMPH Assessment Form Fix We fixed an unhandled exception error when loading the MH047 OPMH Assessment form in the Patient Portal. The issue was caused by an invalid object cast. Users can now open the form without encountering errors. PAS Forms - Remove Date from General Clinic Option In Setup > Clinic Options > 2nd Forms tab > PAS Forms section, we removed the hardcoded date "2023" from the PAS Forms option in Clinic Options. Previously, the option text reflected a specific date, causing confusion. Now, the option text does not include any date, ensuring clarity and accuracy in form selection. CRIP3 PROS Initial Recovery Plan Review V2 Form  We fixed an issue in the CRIP3 PROS Initial Recovery Plan Review V2 form where the Goal field remained editable on a signed and locked form. Now all fields are non-editable when the form is locked, preventing unauthorized changes. SA010 ACE Questionnaire Issue An issue was fixed where the ACE Questionnaire form reverted answers to zero upon signing. We implemented logic to clear all yes/no controls for new records or versions, ensuring accurate data retention.  PAS 26N Form Issue We fixed an issue where the PAS 26N form did not accept birth initials "NE" during signing. The logic has been updated to ensure correct initials are accepted.  Group Note - Default Goal An issue was resolved where default goal did not populate in Group Note for "MD Day Treatment" visit type. The issue was replicated by opening Group Note and observing default goal from incorrect visit type. The logic was updated to ensure correct assignment. BH044_44_IPE Form Issue An issue was fixed where the BH044_44_IPE form would fail to retain data upon save and reopen.   FormLabTimeout Issue We fixed a timeout issue that was preventing FormLab forms from opening for specific migrated users. Non-FormLab forms were unaffected. Users can now open all FormLab forms without experiencing timeouts. IBHS Resiliency Plan Printing Issue The IBHS Resiliency Plan (FL_IBHSRP1) previously would fail to print fur to an object reference error. The logic has been updated to ensure successful print preview and printing.  Biopsychosocial Assessment  We resolved an issue that prevented the new Biopsychosocial Assessment form in FormLab from printing due to a table-related error. New assessments can now be printed successfully without any issues.  FormLab Progress Notes We fixed an issue where users were unable to append notes to progress notes after they were locked. Users can now successfully do so.  GeneralUserVoice replaced with FormAssembly When users who are expected to complete NPS data log into the application for the first time, they will see a questionnaire containing the NPS question. This change is due to a switch in our data collection provider.  eCR User Manual Option The eCR User Manual option was removed from the Help menu because the manual no longer exists. Previously, selecting Help > User Manual resulted in an error message stating "The eCR User Manual could not be located". Update to Label in Clinic Options We updated the field label under Setup > Clinic Options from "Disable eCR University" to "Disable Knowledge Base" to better reflect its current functionality.  HIE (Health Information Exchange)Added Option to only send Consents In Setup > Clinic Options > 3rd Admin tab, under "Enable HIE", a new option was added to "only send consents", which excludes CCDA messages. Users with this option will queue only consents, not CCDAs. VisualBedBoard and MyBilling were updated to ensure accurate queueing of PIX or PNR messages when "only send consents" is enabled.   Power BIAdditional Forms to Export File The following forms have been added to the Power BI export file: BH024 Discharge Summary, C-SSRS Children, C-SSRS Lifetime Recent Clinical, MH050 PSC17, PHQ-9, PAS 44N Client Admission Report 2022, PAS 61N Client Assessment Report 2022, PAS 45N Client Discharge Report 2017 v2, TGI GAD-7, TGI Lab Review Form v2, and TGI Michigan Alcohol Screening Test.  ReportingDEA Summary Report We resolved a discrepancy in the Med Disp DEA Summary with Reconciles report, where the end of month on-hand amount for Buprenorphine Tablet was 120mg higher than report in the Medication Inventory report. Adjustments were made to ensure accurate alignment of medication quantities across both reports.  We fixed an issue in the DEA Summary Report where Suboxone films were incorrectly listed as methadone and the amount on hand was not displayed when zero. The reporting logic was updated to ensure accurate medication classification and proper display of zero quantities for regulatory compliance.  Total AR Aged by First Bill Date by Payer Details We added a Program column to the Total AR Aged by First Bill Date by Payer Details report. This column appears between the Claim # and and DOS columns, displaying the program for each claim. Medication Dispensing - Weekly Schedule Report Location and Program columns were added to the Patient Name/DOB section of the Medication Dispensing Weekly Report. These columns provide detailed breakdowns by location and program, enhancing report usability for Methadone clients. Update to PAS Submission Report We updated the PAS Submission Report to include "PAS 126" in the PAS Form dropdown list. Medication Dispensing - Random Drug Screening The Medication Dispensing - Random Drug Screening report was updated to include future drug screens. This enhancement allows users to schedule and view upcoming drug screens. Export Report - Visits We added a visit type parameter to the Export Report - Visits report. Updates to User Login reports We updated the User Login Per Server reports to display data for new servers post-AVD migration. This enhancement allows users to view concurrent login data accurately, addressing the need for detailed login tracking over the past two weeks.  USCDI (United States Core Data for Interoperability) v3Patient Details - Diagnosis Tab We added a new Date of Resolution column to the DX grid on the Diagnosis tab under Patient Details. This column is located between the Date Modified and Resolved columns to provide clearer tracking diagnosis resolution timelines.  Patient Details - Additional Demographics Info Cont. Tab > Image Results The Image Results form was updated to include a new Test Type field. This user-defined, editable field allows mapping of relevant LOINC codes via a lookup table, enhancing diagnosis imaging accuracy by linking test types to appropriate standardized codes.  Patient Details - Employment/Scholarship Tab We added an Occupation Industry column to the Patient Employment table in the Patient Details > Employment/Scholarship tab. This column is user-defined and configurable via a lookup table, allowing users to update and manage industry values as needed. Patient Details - Additional Demographics Info Tab A new Tribal Affiliation section was added on the Additional Demographic Info tab in Patient Details. This section is under Other Ethnicity, with a user-defined lookup table for mapping.  Report Types added to Lookup Table Crosswalk The following new report types have been added to the Lookup Table Crosswalk in Setup > Lookup Manager: SNOMED, LOINC, NullFlavor, DataAbsentReason, AdministrativeGender, and NAICS. Users can now select these types when adding new rows, enhancing codification and data interoperability in USCDI v3.   To download the full list of release items: Release Items July 2025 Version 2.51 (Complete List)[Back to Top]

Defect Fixes  Memory Allocation Error While Signing on an Evaluation Resolved an issue where a memory allocation error would occur when signing an evaluation. CSS Getting Changed While Loading User’s Docs Resolved an issue that caused the appearance of an inactive user’s documents table to change when trying to scroll and filter at the same time. The table will now show a loading indicator when an action is already loading changes. Merge Payer: Selecting Same Payer in Both Fields Causes Inconsistent Behavior You can no longer try to merge a payer into itself.

Jump to Section:New Features & Improvements Defect Fixes NOTE: These changes go into effect during the evening on the date specified in the article title (ie Wednesday night); most users will see these items the following day (ie Thursday morning).  New Features & ImprovementsStrength Unknown Strength unknown is now available as an option on the MedEntry tab. This allows the drug to be recorded for interactions purposes without specifying a particular strength. Improved Validation The additional sig field now highlights as required if any codified piece of sig directions is marked as "additional sig" or "as directed" The Report Bug modal now confirms the form to be properly completed before submission. Tasks Page Display The Tasks page will now remember whether a user has chosen to expand or collapse a table for display. Alert Standardization Alert format and display durations should now be more consistent across the application.   Defect FixesChange Replace Corrected a bug that could prevent replace functionality on Change requests. Scaling improvements Improved scaling across mobile devices and smaller monitors, which may have previously hid the Edit buttons. Stripe Payments Corrected a bug that could prevent one time payments for EPCS from succeeding.

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements System Wide Updates were made to the Login and Forgot Password screens to reflect the new product name to prevent confusion on what product you are logging into. Payment Processing The integration with Ensora Payments has been improved, to ensure all payments post back into My Clients Plus in a timely and accurate manner.   Defect Fixes Cases & Notes Corrected an issue that prevented supervisors from viewing clinical documents from Notes Awaiting Signature. Corrected an issue where the length of the staff name or title was causing the PDF header to not display the organization name Corrected an issue where line breaks in listed items were not displaying properly in the PDF version of a progress note. Text is now correctly wrapped, and each item appears on its own line as expected. Billing Corrected an issue where the total uninvoiced amount was not updated to the correct amount in certain scenarios. This has been corrected so that the amount will update correctly as expected when viewing on the Clients grid.   Reports Resolved an issue in the Top 5 Referral Sources report where referral titles and total counts were not displaying correctly. Organization Corrected an issue where the “Track payments owed to therapist” option was not being applied when it was checked in some scenarios. This has been fixed so that this setting will be applied as intended when it is enabled. Corrected an issue where the prices for Claims Processing and Ensora eRx were displayed incorrectly within the platform. Correct an issue where customers were unable to utilize Text Appointment Reminders during the trial period. Only applicable to customers who created trials after May 22, 2025. Profile & Settings We’ve corrected an issue where Microsoft Outlook was mistakenly mentioned in the iCalendar Sync instructions. Outlook is not supported and had previously been removed, but the reference was unintentionally reintroduced during a recent update. Support Center We’ve fixed an issue where the support menu options were not properly highlighted when navigating with the keyboard. Now, when you tab to the support menu and press 'Enter' to open it, the options are correctly highlighted, making it easier to select your desired action. Client Portal We’ve fixed an issue where the cancellation reason didn’t appear in a client’s Appointment History if the appointment was canceled through the Client Portal and the default reason wasn’t changed. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSystem Wide Updates were made to the Login and Forgot Password screens to reflect clearer wording and design updates. Payment Processing The integration with Ensora Payments has been improved, to ensure all payments post back into Ensora Mental Health in a timely and accurate manner.   Defect Fixes​​​​​​​Cases & Notes Corrected an issue that prevented supervisors from viewing clinical documents from Notes Awaiting Signature. Corrected an issue where the length of the staff name or title was causing the PDF header to not display the organization name Corrected an issue where line breaks in listed items were not displaying properly in the PDF version of a progress note. Text is now correctly wrapped, and each item appears on its own line as expected. Billing Corrected an issue where the total uninvoiced amount was not updated to the correct amount in certain scenarios. This has been corrected so that the amount will update correctly as expected when viewing on the Clients grid.   Reports Resolved an issue in the Top 5 Referral Sources report where referral titles and total counts were not displaying correctly. Organization Corrected an issue where the “Track payments owed to therapist” option was not being applied when it was checked in some scenarios. This has been fixed so that this setting will be applied as intended when it is enabled. Corrected an issue where the prices for Claims Processing and Ensora eRx were displayed incorrectly within the platform. Correct an issue where customers were unable to utilize Text Appointment Reminders during the trial period. Only applicable to customers who created trials after May 22, 2025. Profile & Settings We’ve corrected an issue where Microsoft Outlook was mistakenly mentioned in the iCalendar Sync instructions. Outlook is not supported and had previously been removed, but the reference was unintentionally reintroduced during a recent update. Support Center We’ve fixed an issue where the support menu options were not properly highlighted when navigating with the keyboard. Now, when you tab to the support menu and press 'Enter' to open it, the options are correctly highlighted, making it easier to select your desired action. Client Portal We’ve fixed an issue where the cancellation reason didn’t appear in a client’s Appointment History if the appointment was canceled through the Client Portal and the default reason wasn’t changed. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements System Wide Updates were made to the Login and Forgot Password screens to reflect the new product name to prevent confusion on what product you are logging into. Payment Processing The integration with Ensora Payments has been improved, to ensure all payments post back into Ensora ABA Therapy in a timely and accurate manner.   Defect Fixes Cases & Notes Corrected an issue that prevented supervisors from viewing clinical documents from Notes Awaiting Signature. Corrected an issue where the length of the staff name or title was causing the PDF header to not display the organization name Corrected an issue where line breaks in listed items were not displaying properly in the PDF version of a progress note. Text is now correctly wrapped, and each item appears on its own line as expected. Billing Corrected an issue where the total uninvoiced amount was not updated to the correct amount in certain scenarios. This has been corrected so that the amount will update correctly as expected when viewing on the Clients grid.   Dynamic Forms Corrected an issue where the page would break when trying to create a new dynamic form after selecting ‘progress note form’ as the type for those that were integrated with Catalyst. This has been fixed so that the dynamic form page will load as expected.   Reports Resolved an issue in the Top 5 Referral Sources report where referral titles and total counts were not displaying correctly. Profile & Settings We’ve corrected an issue where Microsoft Outlook was mistakenly mentioned in the iCalendar Sync instructions. Outlook is not supported and had previously been removed, but the reference was unintentionally reintroduced during a recent update. Support Center We’ve fixed an issue where the support menu options were not properly highlighted when navigating with the keyboard. Now, when you tab to the support menu and press 'Enter' to open it, the options are correctly highlighted, making it easier to select your desired action. Client Portal We’ve fixed an issue where the cancellation reason didn’t appear in a client’s Appointment History if the appointment was canceled through the Client Portal and the default reason wasn’t changed. [Back to Top]

Jump to Section: New Features & Improvements Defect Fixes NOTE: There may be times when Version numbers seen here are skipped. Any changes or additions in skipped versions are included in the next public release. REMINDER: To schedule an update to the latest version, please contact Support to submit a request. Version 3.70  New Features & ImprovementsTimeline View Configuration Timeline View is now configurable by user. New Spanish Version of Patient Health Questionnaire (PHQ-9) A Spanish version of the PHQ-9 is now available. New Ability to Submit Ideas The ability to Submit an Idea is now available under the Help menu. See Submit a Feature Request for more information. New Client Demographics for United States Core Data for Interoperability (USCDI) v3 New Client Demographics data elements have been added to comply with USCDI v3 requirements.   Defect FixesMark Services as Ready Bulk Action Fix The Mark Services as Ready bulk action has been fixed to work with large data sets. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements New Evaluation Section: Bedside Swallow Evaluation - IDDSI An IDDSI version of the Bedside Swallow Evaluation can now be added to an evaluation’s Performance Skills or Findings section.   Defect Fixes Can finalize empty adjudication if reversal present When trying to finalize a claim with both a reversal and an empty adjudication, the message indicating the claim is not balanced and may need to be reviewed will now appear again. % Fields Rounding to 0 or 1 in new Insights When running a new Insights report for a date range older than a year, % fields will no longer be rounded down to 0 or 1. Unable to Open Invoice Resolved an issue that prevented certain invoices from being opened. Availability day labels can be typed in Find Openings and Waitlist The field labels for each day of the Availability section in Find Openings and the Waitlist can no longer be tabbed into or clicked into. Eligibility Requests for Referral or Discharged patients are hidden The list of eligibility requests in  Schedule → Reminders → Verifications → Eligibility Requests will now include requests for patients in the Referral or Discharged status. Can’t merge payers with eligibility request A payer with eligibility requests can now be merged into another payer. [Back to Top]

New Features & ImprovementsAppointmentsIncorrect Staff Appearing as Leader of Group Appointment when Added after Initial Save We fixed an issue that occurred when trying to change the Group Appointment leader and the changes were not saving. Appointment Alignment Issue in 1 Day View We corrected an issue with the alignment of the appointments in the calendar view.  BillingAmount for SVD (Service Line Adjudication) not Populating if Amount is Only in Payments We fixed an issue and now the SVD amount is being pulled directly from Change Time > Extra Info > "Amount for SVD segment" and ignoring any amount in Payments.  FormsUse Context Variables in A479-1009 Form New context variables created to the A479-1009 Form - Med Sheet to show inactive/active medications.  RegulatoryUSCDIv3: Add Tribal Affiliation to the Client Module We added a new field in the Client module to designate Tribal Affiliation. USCDIv3: Look Up Table - Tribal Affiliation We added a new database table populated with the Tribal Affiliation data. CCDA Data Mapping We built a data mapping document for the CCD-A, which outlines the field name and location for all items that are exported in the CCD-A.  SLBH-102-24 Form/Report Edits Updates were made to the 5988 Report to pull in the updated options for insurance from the SLBH-102-24 form.  Update PRO-1161 Form - Tobacco Use dropdown options to 18 months We updated the Tobacco Use dropdown option to 18 months from 24 months in the PRO-1161 form. Unable to Generate Commissions Report We fixed an issue with the Commissions Report timing out when trying to run the report. 

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements External Claims Submission - External Claims for RCM Customers If you're connected to one of our partnered clearinghouses, you can now mark a claim for External Submission directly from the Claims page. This feature helps you manually track statuses and financials for paper claims, submissions to external payer portals, or other situations where the claim doesn't go through the integrated clearinghouse. Learn More: Submit External Claims   NOTE: This feature was made available to those without our Ensora RCM services in January 2025. This release now makes it available for those with Ensora RCM services as well.    Task Page Standardization We’ve applied our page standardization concepts to the Tasks workspace (formerly My Tasks), giving it a cleaner, more consistent look and feel. Ensora Data Collection  Recurring appointments in Ensora ABA Therapy now sync continuously to the Ensora Data Collection integrated calendar beyond the previous 60-day limit. This ensures that all future appointments in a recurring series will appear on the calendar without interruption.     Defect Fixes Schedule Corrected an issue when a series of appointments for a group telehealth session was created, and then at least one of the clients in the group was archived, an error was occurring on the agenda page and not loading appointments. This has been corrected so that no error will show and appointments will load as expected. Previously, when searching for clients in the new appointment modal, clients with very short names (e.g., "Jo") may not have appeared in the results, especially if many other clients shared those characters. We've improved the search to: Remove the limit on how many clients appear. Prioritize results when a client’s first or last name starts with your search. Show other matching results that contain the search term. Corrected an issue where duplicate appointments were appearing in the client’s Appointment History page that could not be deleted. This has been fixed so that these appointments have been removed as expected. Cases & Notes Resolved an error in WebABA that caused a blank screen when creating new Progress Note templates due to a missing reference. The fix ensures templates load properly during creation. Ensora Data Collection Corrected an issue where you were not able to create a new Ensora Data collection staff from within Ensora ABA therapy. This was corrected so that you can create staff connected to each other all within the Ensora ABA therapy system. Billing Fixed an issue where staff with access only to individual cases were unable to view claims tied to group cases, due to a missing connection between invoices and the assigned user. The update ensures restricted staff can now access relevant claim data in group case scenarios without error. Corrected an issue where the re-authorization reminder alert message and email reminder were not being sent out when there was only 1 authorized unit remaining. This has been corrected so that the reminder and email will show as expected. We corrected an issue where date or date range selections in billing automation exclusion rules (for automatic invoice creation, invoice processing, or claim submission) were off by a day. For example, selecting May 21st would incorrectly populate May 20th. Your selected dates will now match exactly in the rule. Reports Resolved an issue in the 'Payroll by Rendering Provider' report where selecting 'Mark All' in the Paid column for customers with large datasets could result in an error. Organization Corrected the display dimensions for uploading a company logo under Organization Settings to ensure proper height and width are applied. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements External Claims Submission - External Claims for RCM Customers If you're connected to one of our partnered clearinghouses, you can now mark a claim for External Submission directly from the Claims page. This feature helps you manually track statuses and financials for paper claims, submissions to external payer portals, or other situations where the claim doesn't go through the integrated clearinghouse. Learn More: Submit External Claims NOTE: This feature was made available to those without our Ensora RCM services in January 2025. This release now makes it available for those with Ensora RCM services as well.   Task Page Standardization We’ve applied our page standardization concepts to the Tasks workspace (formerly My Tasks), giving it a cleaner, more consistent look and feel. System-Wide Upgraded the reCAPTCHA version from v2 to v3 for THN and MCP3 to enhance security while maintaining a seamless user experience. Unlike v2, which required visible challenges, v3 analyzes user behavior in the background to detect bots, reducing friction and improving fraud prevention.   Defect Fixes Schedule Corrected an issue when a series of appointments for a group telehealth session was created, and then at least one of the clients in the group was archived, an error was occurring on the agenda page and not loading appointments. This has been corrected so that no error will show and appointments will load as expected. Previously, when searching for clients in the new appointment modal, clients with very short names (e.g., "Jo") may not have appeared in the results, especially if many other clients shared those characters. We've improved the search to: Remove the limit on how many clients appear. Prioritize results when a client’s first or last name starts with your search. Show other matching results that contain the search term. Corrected an issue where duplicate appointments were appearing in the client’s Appointment History page that could not be deleted. This has been fixed so that these appointments have been removed as expected. Billing Fixed an issue where staff with access only to individual cases were unable to view claims tied to group cases, due to a missing connection between invoices and the assigned user. The update ensures restricted staff can now access relevant claim data in group case scenarios without error. Corrected an issue where the re-authorization reminder alert message and email reminder were not being sent out when there was only 1 authorized unit remaining. This has been corrected so that the reminder and email will show as expected. We corrected an issue where date or date range selections in billing automation exclusion rules (for automatic invoice creation, invoice processing, or claim submission) were off by a day. For example, selecting May 21st would incorrectly populate May 20th. Your selected dates will now match exactly in the rule. Reports Resolved an issue in the 'Payroll by Rendering Provider' report where selecting 'Mark All' in the Paid column for customers with large datasets could result in an error. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements External Claims Submission - External Claims for RCM Customers If you're connected to one of our partnered clearinghouses, you can now mark a claim for External Submission directly from the Claims page. This feature helps you manually track statuses and financials for paper claims, submissions to external payer portals, or other situations where the claim doesn't go through the integrated clearinghouse. Learn More: Submit External Claims   NOTE: This feature was made available to those without our Ensora RCM services in January 2025. This release now makes it available for those with Ensora RCM services as well.    Task Page Standardization We’ve applied our page standardization concepts to the Tasks workspace (formerly My Tasks), giving it a cleaner, more consistent look and feel. System-Wide Upgraded the reCAPTCHA version from v2 to v3 for THN and MCP3 to enhance security while maintaining a seamless user experience. Unlike v2, which required visible challenges, v3 analyzes user behavior in the background to detect bots, reducing friction and improving fraud prevention.   Defect Fixes Schedule Corrected an issue when a series of appointments for a group telehealth session was created, and then at least one of the clients in the group was archived, an error was occurring on the agenda page and not loading appointments. This has been corrected so that no error will show and appointments will load as expected. Previously, when searching for clients in the new appointment modal, clients with very short names (e.g., "Jo") may not have appeared in the results, especially if many other clients shared those characters. We've improved the search to: Remove the limit on how many clients appear. Prioritize results when a client’s first or last name starts with your search. Show other matching results that contain the search term. Corrected an issue where duplicate appointments were appearing in the client’s Appointment History page that could not be deleted. This has been fixed so that these appointments have been removed as expected. Billing Fixed an issue where staff with access only to individual cases were unable to view claims tied to group cases, due to a missing connection between invoices and the assigned user. The update ensures restricted staff can now access relevant claim data in group case scenarios without error. Corrected an issue where the re-authorization reminder alert message and email reminder were not being sent out when there was only 1 authorized unit remaining. This has been corrected so that the reminder and email will show as expected. We corrected an issue where date or date range selections in billing automation exclusion rules (for automatic invoice creation, invoice processing, or claim submission) were off by a day. For example, selecting May 21st would incorrectly populate May 20th. Your selected dates will now match exactly in the rule. Reports Resolved an issue in the 'Payroll by Rendering Provider' report where selecting 'Mark All' in the Paid column for customers with large datasets could result in an error. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes NOTE: These changes go into effect during the evening on the date specified in the article title (ie Wednesday night); most users will see these items the following day (ie Thursday morning).  New Features & ImprovementsTransmission Details Prescription History now shows the RXNORM and NDC sent to the pharmacy. Office of Pharmacy Affairs We can now accept OPA IDs and transmit them to the pharmacy. Display and Contrast enhancements Contrast has been increased for improved legibility. Code improvements have been made for better display across various browsers.   Defect FixesReprinting Corrected an issue that could cause the pharmacy to be hidden after reprinting a prescription. Provider Information Provider information is now properly updated upon connection. Previous Medications Corrected an issue that could cause the sig to be missing from a previous medication. Pending Prescriptions Corrected an issue that could cause the stop date to populate with today's date on a pending prescription.  

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements  Activity Logs for Appointments  Find out when an appointment was created, edited, or deleted and by who with the new activity logs feature for appointments! To look up this information, go to the Admin tab and click the new Activity Logs page. Learn More: Track Appointment Changes with Activity Logs     Allow special characters in patient documents Many special characters, such as ð or ñ, can now be saved in the goal bank, goals, daily notes, and evaluations when they are pasted in or inserted with an alt-code.   Defect Fixes  Unfinalized filter includes finalized claims The “Unfinalized Claims” filter on a remit will now correctly exclude claims that have been finalized to the next claim instance but not to the patient’s billing account. Find Openings shows available for partially-canceled appointments When an appointment with multiple patients has one or more patients marked as canceled or no-show and at least one patient marked as scheduled or checked-in, Find Openings will now correctly exclude that time slot. Password sometimes expires sooner than required Resolved an issue that sometimes caused a password to expire sooner than it was required to be. Adjudication spelled wrong in reversal workflow Corrected the spelling of the word “adjudication” in a confirmation message that appeared when reversing an adjudication. Invite Patient Contacts to Portal Too Wide The “Invite Patient Contacts to Portal” screen now wraps text if an email or name is very long without any spaces or punctuation so the whole table fits in the screen. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  NOTE: These changes go into effect during the evening on the date specified in the article title (ie Wednesday night); most users will see these items the following day (ie Thursday morning).  New Features & ImprovementsReport Bug Tool This may be found under the user name, and allows a direct report to our support team. DEA Enhancements The DEA Maintenance page has been enhanced to allow DEANs to be easily associated with individual locations. The state of the DEAN is now shown in the EPCS signing dropdown. 340B Report Enhancements The drug name is now displayed in the report. Mobile Scaling Ingredient name is now hidden in a mobile view.   Defect FixesLean Body Mass Lean Body Mass will no longer be displayed if there is not enough information to calculate the LBM. Freeform and Insulin sig builders Show on Chart now defaults properly for the Freeform and Insulin sig builders. Renewal Requests Corrected a bug that could prevent the dispense form from properly displaying on some renewal requests.

Jump to Section:New Features & Improvements Defect Fixes  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 For organizations on our new scheduling experience, 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. For organizations using the new scheduling experience, 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.   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 progress notes were not visible in the list of progress notes if the staff assigned to the progress notes as a provider was deactivated 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 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. [Back to Top]