Jump to Section:New Features & Improvements Defect Fixes New Features & Improvements Billing A subset of customers signing up for insurance billing for the first time will have Claim.MD as their partnered clearinghouse solution instead of Ensora Clearinghouse. Customers connected to Claim.MD can now use our new Enrollment Wizard to make payer enrollment faster and easier. This guided experience pre-fills information from TheraNest, opens in a dedicated window, and clearly shows enrollment status. This will roll out to all remaining customers in a future update.  See Clearinghouse Enrollment Wizard for more information.  Schedule A validation has been added to prevent future appointments from being updated to a status of “Kept” to aid in compliance requirements. Cases & Notes You can now view treatment plans on a modernized list page with better performance, consistency, and accessibility. Your existing workflows stay the same, with clearer visibility into plan status. Staff You can now clearly see which staff member you are activating or deactivating directly in the confirmation step to ensure you are making the expected change.  [Back to Top]   Defect Fixes Cases & Notes Corrected an issue where some progress note field labels were not properly read by screen readers. This improves clarity and usability when working with notes using assistive technology. Corrected an issue where the notes awaiting signature counter did not update after a note was removed. You can now rely on accurate counts for outstanding signatures. We fixed an issue where telehealth progress notes could show an incorrect Duration for sessions lasting 60 minutes or more. The Duration field now correctly reflects the total length of the appointment for accurate documentation. Staff Corrected an issue where the staff list page refreshed after activating or deactivating staff members. You can now complete these actions more smoothly without disruption to your workflow.  Reports Corrected an issue where exported submitted claims reports were missing status indicators in the “Resubmitted” column. You can now see the expected claim information in these CSV exports. Billing We fixed an issue where prepayments were not always fully unlinked from appointments on the back end after an invoice was created, especially when invoices were generated automatically. If the original appointment was later deleted, this could cause ledger errors. This has been resolved, so ledgers will now load correctly. We fixed an issue where some evening payments displayed a date that did not match the activity log due to time zone differences. Payment dates are now calculated consistently so that records and activity history stay aligned. We resolved an issue where invoice creation automation was not working for customers without insurance billing. Automated invoices will now be generated correctly for all subscribed customers, regardless of clearinghouse connection or Claims Services status. [Back to Top]

Immunizations Quick Pick  Sped up searching for vaccines and immunizations using the Immunizations list found in the dropdown under Favorites.  Prescription Editing  Corrected an issue where some staff users were unable to edit a prescription without having a prescriber selected.  Closed Sig Builder  Corrected a bug that could impact the days supply calculations for some medications.  Digital Signing Batch API  Corrected a bug that could prevent some prescription information from being returned. This does not affect screen users.   [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes​​​​​​​  New Features & ImprovementsTelehealth Whiteboard for Interactive Sessions Providers can now launch a shared whiteboard during telehealth sessions to collaborate with clients in real time. Participants can draw, annotate, and add text simultaneously, with all updates instantly synchronized across the session. The whiteboard integrates seamlessly into existing telehealth workflows and automatically opens and closes based on session lifecycle events. See Telehealth Whiteboard for more information. [Back to Top]   Defect Fixes​​​​​​​ Custom Intake Delete Button Partially Hidden by Table ​​​​​​​We have resolved an issue where the delete button was partially hidden when hovering over tables in custom intake forms. The delete button is now fully visible and easily accessible. Duplicate Invoice Amount on Invoices Page ​​​​​​​We have fixed an issue where invoice balances appeared doubled on the Billing → Accounts → Invoices page when a client had two active primary payers. Now, the invoice balance correctly reflects the total of all associated lines, ensuring accurate financial reporting. Authorization Re-Ordering Does Not Update Suppression ​​​​​​​We have resolved an issue where reordering identical valid authorizations on a patient’s chart did not update reminder suppression as expected. Now, when two matching authorizations are present, the top-listed authorization will correctly display active reminders, while the lower one will be suppressed—ensuring accurate reminder behavior based on authorization order. Inbound Fax Fee Mismatch Across Subscription ​​​​​​​We have corrected an issue that caused some clinics to be over or under-billed for inbound fax services. Subscription quantities now accurately reflect the number of active fax numbers. [Back to Top]

Portal Chart Data Consistency   Fixed an issue where data was displayed across multiple series when only a single data point existed. Data is now correctly merged into one series for clearer and more accurate visualization.  Graph Rendering Stability   Resolved a problem that caused a broken image icon to appear in graphs when associated prompt codes were deleted. Graphs will now render correctly in these scenarios.  PIN Length Validation   Addressed an issue where users could set a PIN exceeding the maximum number of digits defined in organization settings. PINs are now properly validated against the configured limits. 

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsTelehealth Our new Telehealth Whiteboard lets you and your clients draw and type together in real time during virtual sessions to support more interactive care. You can export the whiteboard as a PDF afterward. See Telehealth Whiteboard for more information. Payment Processing You can now accept Google Pay with Ensora Payments, giving clients a faster and more convenient way to pay. Profile & Settings ​​​​​​​We have started to refresh the look and feel of My profile and settings, making changes to the tab structure and the Change password page.  Schedule Back-end performance improvements were made to the calendar staff filter, enabling faster loading and navigation, especially for larger organizations. We have improved performance on the Availability page and Add Availability modal, so they load faster, especially for larger organizations. To support this, you can now search for staff in the Add Availability modal instead of loading all staff at once.  Clients ​​​​​​​We have made back-end performance improvements to the Client Details page to reduce initial load times. This helps the page open faster and feel more responsive, particularly for larger organizations. Cases & Notes ​​​​​​​When clicking the Print notes history or Print notes for all cases button on the Notes History page, you will now receive an offline downloadable report link if the report takes more than a few seconds to generate. This lets you continue working without waiting for the download to finish. [Back to Top]   Defect FixesSchedule ​​​​​​​We have resolved an issue where appointment reminder logs disappeared after a client’s mobile number was deleted. Historical reminder logs now remain visible even if the number is removed. Clients ​​​​​​​Corrected a problem that caused a network error when saving client details with an archived location selected. You will now see a clear message prompting you to choose an active location before saving. Staff ​​​​​​​Corrected an issue where the entire Alerts page refreshed after alerts were deleted. You can now delete alerts without waiting for a page refresh between deletions. Billing ​​​​​​​An issue in billing automation logs that could prevent some invoices from being automatically created has been addressed. An error that could occur when opening the Add Rendering Providers modal has been resolved. If a rendering provider has an archived service type, the modal now loads correctly so you can remove it and select archive service types. Dynamic Forms ​​​​​​​If the Archive or Delete buttons are disabled on a progress note template because at least one template needs to remain active, you will now see a hover message explaining why they are disabled. Reports ​​​​​​​Corrected an issue where Ensora Payments report filters were not retained on PDF downloads. Your selected filters now persist when generating PDFs, whether generating immediately or as an offline report. Cases & Notes ​​​​​​​We have improved the error message shown when accessing a contact note for a group case with no active clients. You will now see a message, “There are no active clients found for this group case. Please unarchive at least one client to access the data.” You will also be redirected to the last page you successfully accessed after acknowledging the message. An issue that prevented supervisors and supervisees from approving or signing Initial Assessments and Treatment Plans from the Notes Awaiting Signature pages has been resolved. Supervisors can now approve or sign Initial Assessments and Treatment Plans directly from the Notes Awaiting Signature page. Supervisees can also sign their notes in the same workflow, without needing to open the case record.  Organization ​​​​​​​When the Require full prepay in advance of telehealth sessions setting is enabled, client payments made when a joining a telehealth session will now correctly show in the Activity Log as being created by the client. [Back to Top]

Telehealth Our new Telehealth Whiteboard lets you and your clients draw and type together in real time during virtual sessions to support more interactive care. You can export the whiteboard as a PDF afterward. See Telehealth Whiteboard for more information. Payment Processing ​​​​​​​You can now accept Google Pay with Ensora Payments, giving clients a faster and more convenient way to pay. Profile & Settings ​​​​​​​We have started to refresh the look and feel of My profile and settings, making changes to the tab structure and the Change password page.  Schedule Back-end performance improvements were made to the calendar staff filter, enabling faster loading and navigation, especially for larger organizations. We have improved performance on the Availability page and Add Availability modal, so they load faster, especially for larger organizations. To support this, you can now search for staff in the Add Availability modal instead of loading all staff at once.  ​​​​​​​We have resolved an issue where appointment reminder logs disappeared after a client’s mobile number was deleted. Historical reminder logs now remain visible even if the number is removed. Clients ​​​​​​​We have made back-end performance improvements to the Client Details page to reduce initial load times. This helps the page open faster and feel more responsive, particularly for larger organizations. ​​​​​​​Corrected a problem that caused a network error when saving client details with an archived location selected. You will now see a clear message prompting you to choose an active location before saving. Cases & Notes ​​​​​​​When clicking the Print notes history or Print notes for all cases button on the Notes History page, you will now receive an offline downloadable report link if the report takes more than a few seconds to generate. This lets you continue working without waiting for the download to finish. ​​​​​​​We have improved the error message shown when accessing a contact note for a group case with no active clients. You will now see a message, “There are no active clients found for this group case. Please unarchive at least one client to access the data.” You will also be redirected to the last page you successfully accessed after acknowledging the message. An issue that prevented supervisors and supervisees from approving or signing Initial Assessments and Treatment Plans from the Notes Awaiting Signature pages has been resolved. Supervisors can now approve or sign Initial Assessments and Treatment Plans directly from the Notes Awaiting Signature page. Supervisees can also sign their notes in the same workflow, without needing to open the case record.  Staff ​​​​​​​Corrected an issue where the entire Alerts page refreshed after alerts were deleted. You can now delete alerts without waiting for a page refresh between deletions. Billing ​​​​​​​An issue in billing automation logs that could prevent some invoices from being automatically created has been addressed. An error that could occur when opening the Add Rendering Providers modal has been resolved. If a rendering provider has an archived service type, the modal now loads correctly so you can remove it and select archive service types. Dynamic Forms ​​​​​​​If the Archive or Delete buttons are disabled on a progress note template because at least one template needs to remain active, you will now see a hover message explaining why they are disabled. Reports ​​​​​​​Corrected an issue where Ensora Payments report filters were not retained on PDF downloads. Your selected filters now persist when generating PDFs, whether generating immediately or as an offline report. Organization ​​​​​​​When the Require full prepay in advance of telehealth sessions setting is enabled, client payments made when a joining a telehealth session will now correctly show in the Activity Log as being created by the client.

Telehealth Our new Telehealth Whiteboard lets you and your clients draw and type together in real time during virtual sessions to support more interactive care. You can export the whiteboard as a PDF afterward. See Telehealth Whiteboard for more information. Payment Processing ​​​​​​​You can now accept Google Pay with Ensora Payments, giving clients a faster and more convenient way to pay. Profile & Settings ​​​​​​​We have started to refresh the look and feel of My profile and settings, making changes to the tab structure and the Change password page.  Schedule Back-end performance improvements were made to the calendar staff filter, enabling faster loading and navigation, especially for larger organizations. We have improved performance on the Availability page and Add Availability modal, so they load faster, especially for larger organizations. To support this, you can now search for staff in the Add Availability modal instead of loading all staff at once.  ​​​​​​​We have resolved an issue where appointment reminder logs disappeared after a client’s mobile number was deleted. Historical reminder logs now remain visible even if the number is removed. Clients ​​​​​​​We have made back-end performance improvements to the Client Details page to reduce initial load times. This helps the page open faster and feel more responsive, particularly for larger organizations. ​​​​​​​Corrected a problem that caused a network error when saving client details with an archived location selected. You will now see a clear message prompting you to choose an active location before saving. Cases & Notes ​​​​​​​When clicking the Print notes history or Print notes for all cases button on the Notes History page, you will now receive an offline downloadable report link if the report takes more than a few seconds to generate. This lets you continue working without waiting for the download to finish. ​​​​​​​We have improved the error message shown when accessing a contact note for a group case with no active clients. You will now see a message, “There are no active clients found for this group case. Please unarchive at least one client to access the data.” You will also be redirected to the last page you successfully accessed after acknowledging the message. An issue that prevented supervisors and supervisees from approving or signing Initial Assessments and Treatment Plans from the Notes Awaiting Signature pages has been resolved. Supervisors can now approve or sign Initial Assessments and Treatment Plans directly from the Notes Awaiting Signature page. Supervisees can also sign their notes in the same workflow, without needing to open the case record.  Staff ​​​​​​​Corrected an issue where the entire Alerts page refreshed after alerts were deleted. You can now delete alerts without waiting for a page refresh between deletions. Billing ​​​​​​​An issue in billing automation logs that could prevent some invoices from being automatically created has been addressed. An error that could occur when opening the Add Rendering Providers modal has been resolved. If a rendering provider has an archived service type, the modal now loads correctly so you can remove it and select archive service types. Dynamic Forms ​​​​​​​If the Archive or Delete buttons are disabled on a progress note template because at least one template needs to remain active, you will now see a hover message explaining why they are disabled. Reports ​​​​​​​Corrected an issue where Ensora Payments report filters were not retained on PDF downloads. Your selected filters now persist when generating PDFs, whether generating immediately or as an offline report. Organization ​​​​​​​When the Require full prepay in advance of telehealth sessions setting is enabled, client payments made when a joining a telehealth session will now correctly show in the Activity Log as being created by the client.

eRx Application  Asynchronous Improvements Stripe webhooks now communicate asynchronously to improve performance. DEA Population Corrected an issue that could cause the primary DEA to populate on non-scheduled drug prescriptions rather than the location DEA. Previous Medications Corrected a bug that could prevent the Previous Medications list from displaying for some patients. EPCS Registrations Corrected a potential conflict that could occur when attempting to prescribe scheduled drugs with varying EPCS service providers between the user and the account.  [Back to Top]  Customer Maintenance Portal  Home Page Layout The Customer Maintenance Portal layout has been reorganized and optimized. Pharmacy Lookup The pharmacy search lookup has been updated to use “NCPDP” rather than “NABP”. Maintain Accounts The accounts view may now be sorted by the Features column. Corrected a bug that could prevent the automatic refresh of the view after selecting “Show Inactive” accounts. [Back to Top]

NOTE: The following release notes apply to all Ensora Health products that utilize this feature unless otherwise stated in the yellow callouts.   New Features & ImprovementsGoogle Pay  Google Pay is now available via the Ensora Payments screen on Chrome browsers. Clients can make a payment either through the client portal or via a onetime payment link sent by their provider. PRODUCTS: TheraNest ABA Therapy MyClientsPlus 3.0 Payment Methods UI Update – Informational Text Repositioned "You have no saved payment methods, please use the button below to add one." has been moved from below the Add Payment Method button to above it. PRODUCTS: TheraNest Fusion Procentive [Back to Top]

Defect Fixes Users Able to Create Notes Under Services Not Assigned to Them Discharge Summaries now only allow therapists to select active cases that match their service type, preventing discharged or unrelated cases from being selected when creating a document. Evaluation Showing Incorrect ID Progress notes created without an appointment now correctly display the active primary payer based on the effective date range, instead of showing details from an inactive payer.

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsStaff Users can now manage all staff members in one place with an updated Staff list page that combines Active and Inactive staff into a single view. We have added search and sort tools to help users quickly find the right person. We also introduced a Default Location column, and moved the New staff member and Import staff members options onto the same page for easier access. For those with a subscription based on license counts rather than number of active clients, we have added a permission that allow Admins to assign or remove existing licenses for staff members. Dynamic Forms The wording at the bottom of the clinical DASS-42 form has been clarified to better explain how to calculate the final score. This change applies only to newly created accounts after this release, where the form is seeded as an active multi-use case and intake form. The exception to this is for those on the Essentials plan, where we updated the form only if it was archived and unused. Reports ​​​​​​​We made additional improvements to Offline Reporting for the New Detailed Attendance Report to help more downloads complete instantly. The CSV download window has been extended by a few seconds, and when all items are retrieved on the first page, the report now downloads immediately instead of switching to offline mode, reducing unnecessary delays.  [Back to Top]   Defect FixesClients We resolved an issue on the Client details page where the Set payment amount field did not update when Income Based Payment Amounts were configured. Now, entering an annual family income automatically updates the payment amount based on your organization’s settings. We addressed an issue where clients with non-U.S. or non-Canadian organization settings experienced issues loading the Client details page after entering a state or province. This condition no longer prevents the page from loading.  Reports ​​​​​​​We corrected a problem in the Ensora Payments report where PDF exports appeared blank for users with large data sets. PDF downloads now include the expected data. We resolved an issue in the Offline Reporting workflow where filters applied to the New Detailed Attendance Report were not retained in CSV downloads. Filters now persist when you download the report from the provided link. Client Portal ​​​​​​​Corrected an issue on the client portal where the Print button sometimes appears blank on the Make a Payment page. The button now displays correctly. Corrected the wording of the client portal setting, Allow clients to cancel or reschedule an appointment within 24 hours, clarifying that it is relevant to clients. Telehealth We fixed an issue where Telehealth place of service settings did not take effect until the appointment was refreshed. Updates now apply as expected without requiring a page reload. Payment Processing ​​​​​​​We addressed an issue for organizations using Ensora Payments where providers did not receive notifications for one-time client payments. Providers will now receive email and in-app alerts as expected. [Back to Top]

 Staff Users can now manage all staff members in one place with an updated Staff list page that combines Active and Inactive staff into a single view. We have added search and sort tools to help users quickly find the right person. We also introduced a Default Location column, and moved the New staff member and Import staff members options onto the same page for easier access. Reports We made additional improvements to Offline Reporting for the New Detailed Attendance Report to help more downloads complete instantly. The CSV download window has been extended by a few seconds, and when all items are retrieved on the first page, the report now downloads immediately instead of switching to offline mode, reducing unnecessary delays.  ​​​​​​​We corrected a problem in the Ensora Payments report where PDF exports appeared blank for users with large data sets. PDF downloads now include the expected data. We resolved an issue in the Offline Reporting workflow where filters applied to the New Detailed Attendance Report were not retained in CSV downloads. Filters now persist when you download the report from the provided link. Clients We resolved an issue on the Client details page where the Set payment amount field did not update when Income Based Payment Amounts were configured. Now, entering an annual family income automatically updates the payment amount based on your organization’s settings. We addressed an issue where clients with non-U.S. or non-Canadian organization settings experienced issues loading the Client details page after entering a state or province. This condition no longer prevents the page from loading.  Client Portal ​​​​​​​Corrected an issue on the client portal where the Print button sometimes appears blank on the Make a Payment page. The button now displays correctly. Corrected the wording of the client portal setting, Allow clients to cancel or reschedule an appointment within 24 hours, clarifying that it is relevant to clients. Telehealth We fixed an issue where Telehealth place of service settings did not take effect until the appointment was refreshed. Updates now apply as expected without requiring a page reload. Payment Processing ​​​​​​​We addressed an issue for organizations using Ensora Payments where providers did not receive notifications for one-time client payments. Providers will now receive email and in-app alerts as expected. ​​​​​​​ [Back to Top]

 Staff Users can now manage all staff members in one place with an updated Staff list page that combines Active and Inactive staff into a single view. We have added search and sort tools to help users quickly find the right person. We also introduced a Default Location column, and moved the New staff member and Import staff members options onto the same page for easier access. Dynamic Forms The wording at the bottom of the clinical DASS-42 form has been clarified to better explain how to calculate the final score. This change applies only to newly created accounts after this release, where the form is seeded as an active multi-use case and intake form. The exception to this is for those on the Essentials plan, where we updated the form only if it was archived and unused. Reports ​​​​​​​We made additional improvements to Offline Reporting for the New Detailed Attendance Report to help more downloads complete instantly. The CSV download window has been extended by a few seconds, and when all items are retrieved on the first page, the report now downloads immediately instead of switching to offline mode, reducing unnecessary delays.  ​​​​​​​We corrected a problem in the Ensora Payments report where PDF exports appeared blank for users with large data sets. PDF downloads now include the expected data. We resolved an issue in the Offline Reporting workflow where filters applied to the New Detailed Attendance Report were not retained in CSV downloads. Filters now persist when you download the report from the provided link. Clients We resolved an issue on the Client details page where the Set payment amount field did not update when Income Based Payment Amounts were configured. Now, entering an annual family income automatically updates the payment amount based on your organization’s settings. We addressed an issue where clients with non-U.S. or non-Canadian organization settings experienced issues loading the Client details page after entering a state or province. This condition no longer prevents the page from loading.  Client Portal ​​​​​​​Corrected an issue on the client portal where the Print button sometimes appears blank on the Make a Payment page. The button now displays correctly. Corrected the wording of the client portal setting, Allow clients to cancel or reschedule an appointment within 24 hours, clarifying that it is relevant to clients. Telehealth We fixed an issue where Telehealth place of service settings did not take effect until the appointment was refreshed. Updates now apply as expected without requiring a page reload. Payment Processing ​​​​​​​We addressed an issue for organizations using Ensora Payments where providers did not receive notifications for one-time client payments. Providers will now receive email and in-app alerts as expected. ​​​​​​​[Back to Top]

eRx Application Disable Autocomplete  Autocomplete will no longer unintentionally prepopulate fields such as Refills, PIN, or Passcode.  Fax Management Improved fax management to operate more asynchronously to improve performance.  Real-Time Benefits Real-Time Benefits has been optimized for faster response times and a wait limit has been added.  Closed Sig Builder  Dispense calculations have been corrected for mixed form drugs.  Reset PIN  Corrected an issue that could leave the Submit button disabled while attempting to reset the user EPCS PIN.  EPCS Registrations  Corrected an issue that could prevent users from properly registering at Surescripts with the EPCS service level.  [Back to Top]  Customer Maintenance Portal Doctor Lookup  Search results may now be sorted by any field.  The Inactivation date is now surfaced in the search results.  Pharmcom Lookup  Selecting Related Rx allows the user to search for the prescription and pull up other related prescriptions.  MFA Login  Email is no longer an option for MFA. Email is not considered an adequate security level.  Multiple failed access attempts will now disable the login.   [Back to Top]

Defect Fixes Kiosk Session Logout Cycle The kiosk now maintains its session reliably throughout the clinic day. Previously, clinics could be unexpectedly logged out of the kiosk. With this fix, the kiosk session remains active during business hours. New Payers Report Not Reflecting Adjustments When PR is Null The Payers Report now correctly calculates and displays all finalized adjustments, even when a claim’s PR (Patient Responsibility) amount is null. Previously, if any PR value was null, the report excluded all related adjustments from the Finalized Adjustments field. AI Session Assistant Manage Users Typo Corrected a typo in the Manage Users section of the AI Session Assistant addon. Invoice Rules do not Consider Conditions with Subgroups We have removed the subgroup option when creating an Invoice Rule. All remaining Invoice Rule conditions continue to work as expected. Previously, the rule builder included an option for creating conditions with subgroups—however, these subgroup conditions were not actually used when invoices were generated, which could lead to confusion. Exports Cannot be Accessed Export downloads now start correctly after a valid access code is entered. Previously, clicking Download Export caused the screen to briefly flash and no download occurred. With this fix, once a valid access code is provided, selecting Download Export reliably initiates the file download as expected. [Back to Top]

Schedule We made performance improvements to the calendar to better support large practices. You will notice significantly faster load times when viewing schedules with a large number of providers. We resolved an issue where in certain situations, advanced availability blocks could save at a different time than selected. Staff We updated the Alerts page to improve reliability and stability. The functionality remains the same, with a few refinements to improve the experience. The default permission Can Add, Edit, and Archive Dynamic Forms now provides users with the ability to modify Intake Forms as well. Corrected a problem where nonstandard SMS replies caused staff notifications to show the wrong appointment date. Notifications now correctly display the appointment’s service date. We resolved an accessibility issue that prevented voice reader users from tabbing through or minimizing the practice chat. You can now navigate and close these widgets as expected. Cases & Notes Addressed a situation where supervisors encountered unclear error messages when trying to approve or sign a deleted progress note. Supervisors now see a clear explanation and are redirected to the appropriate page to continue their work. Billing Corrected an issue with missing invoice options when accessing the ledger page on mobile devices. Corrected an issue that could cause unintentional changes to insurance authorization start dates. Dynamic Forms We resolved an issue where updated dynamic form names were not reflected on client or case tabs. The new name now displays correctly when navigating these pages. We addressed an accessibility issue where screen readers repeated “Dynamic forms” from the menu. The menu now announces itself as the Dynamic Form menu so that it can be distinguished from the Dynamic forms page. Corrected an issue where screen readers did not announce available actions on the Dynamic Forms page. The list of actions is now read correctly when tabbing to the page. Payment Processing We resolved an issue where clients could receive payment emails after insurance payments, which could be misleading. Payment notifications will now be limited to client payments as expected. [Back to Top]

Schedule We made performance improvements to the calendar to better support large practices. You will notice significantly faster load times when viewing schedules with a large number of providers. We resolved an issue where in certain situations, advanced availability blocks could save at a different time than selected. Staff We updated the Alerts page to improve reliability and stability. The functionality remains the same, with a few refinements to improve the experience. The default permission Can Add, Edit, and Archive Dynamic Forms now provides users with the ability to modify Intake Forms as well. Corrected a problem where nonstandard SMS replies caused staff notifications to show the wrong appointment date. Notifications now correctly display the appointment’s service date. We resolved an accessibility issue that prevented voice reader users from tabbing through or minimizing the practice chat. You can now navigate and close these widgets as expected. Cases & Notes Addressed a situation where supervisors encountered unclear error messages when trying to approve or sign a deleted progress note. Supervisors now see a clear explanation and are redirected to the appropriate page to continue their work. Billing Corrected an issue with missing invoice options when accessing the ledger page on mobile devices. Dynamic Forms We resolved an issue where updated dynamic form names were not reflected on client or case tabs. The new name now displays correctly when navigating these pages. We addressed an accessibility issue where screen readers repeated “Dynamic forms” from the menu. The menu now announces itself as the Dynamic Form menu so that it can be distinguished from the Dynamic forms page. Corrected an issue where screen readers did not announce available actions on the Dynamic Forms page. The list of actions is now read correctly when tabbing to the page. Payment Processing We resolved an issue where clients could receive payment emails after insurance payments, which could be misleading. Payment notifications will now be limited to client payments as expected. [Back to Top]

Jump to Section: New Features & Improvements Defect Fixes New Features & ImprovementsSchedule We are continuing to roll out our improved scheduling experience. Our new scheduling experience includes: Refreshed schedule page with a modern layout and consistent controls Redesigned appointment modal with quick client creation and enhanced telehealth scheduling New organization cancellation policy to enforce cancellation rules and collect revenue for canceled and no-show appointments See Organization Cancellation Policies: Overview for more information. Visit our Scheduling Optimization FAQ to watch the recorded webinar.  See FAQ: Schedule Optimization for more information.  NOTE: This feature was rolled out in stages so you may have already received these updates in a previous release. We made performance improvements to the calendar to better support large practices. You will notice significantly faster load times when viewing schedules with a large number of providers. Staff We updated the Alerts page to improve reliability and stability. The functionality remains the same, with a few refinements to improve the experience. The default permission Can Add, Edit, and Archive Dynamic Forms now provides users with the ability to modify Intake Forms as well. System We have improved the CSV and PDF download performance across the application. If a download takes more than a few seconds, it will automatically continue in the background so you can keep working without interruption. You will receive an email and an in-app alert with a ready to download link once it is complete.  NOTE: This feature is releasing in stages, so if you do not notice any changes you will see this improvement in a future release. [Back to Top]  Defect FixesSchedule We resolved an issue where in certain situations, advanced availability blocks could save at a different time than selected. Cases & Notes Addressed a situation where supervisors encountered unclear error messages when trying to approve or sign a deleted progress note. Supervisors now see a clear explanation and are redirected to the appropriate page to continue their work. Staff Corrected a problem where nonstandard SMS replies caused staff notifications to show the wrong appointment date. Notifications now correctly display the appointment’s service date. We resolved an accessibility issue that prevented voice reader users from tabbing through or minimizing the practice chat. You can now navigate and close these widgets as expected. Billing Corrected an issue with missing invoice options when accessing the ledger page on mobile devices. Corrected an issue that could cause unintentional changes to insurance authorization start dates. Dynamic Forms We resolved an issue where updated dynamic form names were not reflected on client or case tabs. The new name now displays correctly when navigating these pages. We addressed an accessibility issue where screen readers repeated “Dynamic forms” from the menu. The menu now announces itself as the Dynamic Form menu so that it can be distinguished from the Dynamic forms page. Corrected an issue where screen readers did not announce available actions on the Dynamic Forms page. The list of actions is now read correctly when tabbing to the page. Payment Processing We resolved an issue where clients could receive payment emails after insurance payments, which could be misleading. Payment notifications will now be limited to client payments as expected. [Back to Top]

eRx ApplicationMedication Lists Pending, Active, and Previous Medications views may now be sorted by the ingredient name of the drug. Cash Only/No Eligibility This has been removed, as it was causing frequent confusion, resulting in disabling the eligibility and drug history services. If your practice is truly cash only, please contact your EHR to have the Eligibility checks disabled. Exostar Exostar push notifications are now handled asynchronously, which should lead to improved performance. Report Bug When reporting a bug using the Report Bug feature found under the primary dropdown, the sender is now cc'd on the message. Midlevel Assignment Corrected an issue that could associate an inactive midlevel prescriber to an Rx when no midlevel was selected, and the nurse had previously worked on behalf of the midlevel. Drug History The Confirm button now prevents multiple clicks, which could duplicate medications. [Back to Top]  Customer Maintenance PortalShow Staff A new option has been added to the Account view, allowing the user to view all staff associated with the account. Do Not Auto-Renew Corrected an issue that could prevent the Do Not Auto-Renew for EPCS option from being selectable. [Back to Top]

 Report Loop 2310A REF segment with Provider UPIN Added new UPIN field for referring providers to travel on claims in the 2310A REF segment. 837P: Allow for different Place of Service Codes on a single service within a claim Added claim logic to allow for different paces of services on a single claim. Add Payer 1059 to helenastaffsupoverride ​​​​​​​Added supervisor override setting to payer 1059. Add Payers 1063, 1064, and 1065 to helenastaffsupoverride ​​​​​​​Added supervisor override setting to payers 1063, 1064, and 1065.  Add taxonomy code 261QR0800X Added new taxonomy code 261QR0800X. Codes with a $0 Rate still not traveling on Claims ​​​​​​​Corrected issue where $0 rate codes were not traveling on claims. Incorrect Behavior when Billing Invoices with One Client ​​​​​​​Corrected issue where commercial invoices were tied to a single client. Already Invoiced Service Lines being Included in New Billing to Payer Corrected issue where some services continued to send out on claims despite not being setup to be sent.  ​​​​​​​[Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & Improvements Show a Picture on a Form Preview When adding a picture without annotations to a Custom Assessment Section, the image will now appear when the document is previewed, printed, or downloaded (Word or PDF). This update ensures visual content is consistently available across all review and export formats—without requiring annotations. Pictures that include annotations will continue to display only when annotations are applied in the document. Multiple Tax ID Support Clinics with multiple tax IDs can now assign a different tax ID and billing address to each location in Fusion, enabling multi‑location and multi‑entity organizations to send claims, receive remits, and generate reports using the correct tax ID for every location. Learn more: Assign Alternate Tax ID & Address by Location [Back to Top]  Defect Fixes Insurance History Issues: Verification Page  We have corrected two issues affecting verification reminders and patient navigation. Patient Dialog Navigation Previously, clicking a verification reminder opened the patient dialog at the top of the page. It now automatically scrolls directly to the Payers section and highlights the specific payer associated with the reminder you selected. Verification List Refresh Previously, updates to a payer (such as changing active dates) would not refresh the verifications list. The verifications list now automatically refreshes to reflect changes—matching the behavior that already existed for authorization reminders. Subscription Invoices Showing Not Paid Resolved an issue that caused some paid subscription invoices that were paid by check to incorrectly show as not paid in Fusion. Test And Measure Not Populating as Expected A rare formatting issue related to custom Tests and Measures caused tables to overflow and become hidden instead of continuing onto the next page, preventing them from displaying correctly in completed notes. The table now correctly flows onto the next page, ensuring it renders fully and consistently across all output formats. Unable to Run Legacy Goals Report Resolved an issue that prevented the legacy Goals Insights report from running. [Back to Top]

Cases & Notes An accessibility issue has been corrected where the JAWS screen reader did not announce provider names in the provider field of a progress note or indicate when focus moved into the Mental Status section. The screen reader now properly announces this information to support a more accessible documentation experience. Ensora Data Collection Corrected an issue where organizations could not log back into the Ensora Data Collection integration after logging out. Organizations can now reconnect to Ensora Data Collection as expected. Billing An issue has been resolved where automatic invoice creation failed to run in certain scenarios. For organizations using automatic invoice creation, invoices will now be generated reliably as expected. Profile & Settings Corrected an issue where the advanced availability toggle switched on or off when toggling the hide day checkboxes for Saturday and Sunday. Now, the advanced availability toggle operates independently from the hide days settings, maintaining its state regardless of selected days. [Back to Top]

Dynamic Forms A new Biopsychosocial clinical form has been added as a multiple‑use case form. The form is available in an archived state and can be activated as needed. Cases & Notes An accessibility issue has been corrected where the JAWS screen reader did not announce provider names in the provider field of a progress note or indicate when focus moved into the Mental Status section. The screen reader now properly announces this information to support a more accessible documentation experience. Billing An issue has been resolved where automatic invoice creation failed to run in certain scenarios. For organizations using automatic invoice creation, invoices will now be generated reliably as expected. Reports A performance issue affecting the payroll export report has been fixed. Previously, reports with large data sets could repeatedly attempt to load and eventually cause an error. The report now loads correctly even for organizations with high data volumes. Profile & Settings Corrected an issue where the advanced availability toggle switched on or off when toggling the hide day checkboxes for Saturday and Sunday. Now, the advanced availability toggle operates independently from the hide days settings, maintaining its state regardless of selected days. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSchedule     We are continuing to roll out our improved scheduling experience. If you do not see these updates yet, they will be available to you in the coming months. Our new scheduling experience includes: Refreshed schedule page with a modern layout and consistent controls Redesigned appointment modal with quick client creation and enhanced telehealth scheduling New organization cancellation policy to enforce cancellation rules and collect revenue for canceled and no-show appointments See Organization Cancellation Policies: Overview for more information. Visit our Scheduling Optimization FAQ to watch the recorded webinar. See FAQ: Schedule Optimization for more information.  NOTE: This feature is being rolled out in phases. All organizations will have this feature available in the upcoming months if you do not have it already. Dynamic Forms A new Biopsychosocial clinical form has been added as a multiple‑use case form. The form is available in an archived state and can be activated as needed. [Back to Top]   Defect FixesCases & Notes An accessibility issue has been corrected where the JAWS screen reader did not announce provider names in the provider field of a progress note or indicate when focus moved into the Mental Status section. The screen reader now properly announces this information to support a more accessible documentation experience. Billing An issue has been resolved where automatic invoice creation failed to run in certain scenarios. For organizations using automatic invoice creation, invoices will now be generated reliably as expected. Reports A performance issue affecting the payroll export report has been fixed. Previously, reports with large data sets could repeatedly attempt to load and eventually cause an error. The report now loads correctly even for organizations with high data volumes. Profile & Settings Corrected an issue where the advanced availability toggle switched on or off when toggling the hide day checkboxes for Saturday and Sunday. Now, the advanced availability toggle operates independently from the hide days settings, maintaining its state regardless of selected days. [Back to Top]

Version: 3.73 FHIR API Update The FHIR API has been updated per HTI-1 guidelines. See Echo API | Ensora Health for more information. Scheduling Fix A defect was fixed to allow for the scheduling of a recurring event that includes multiple days. Bundled Charges Fix An error was discovered in version 3.72 where some bundled charges displayed as “No Charge” when charges had been created. This has been fixed.  Medications Fix On the Medications screen, the Signature label was changed to “Sig” — as that field displays instructions, not a signature. Timeline Fix A change was made in the Enhanced Timeline (Wingnut Option) so that Category depictions display correctly. Depictions are now sorted based on the Display Order field. [Back to Top]