Defect Fixes Add-on Subscriptions: Resolved an issue with add-on subscriptions that could prevent users from accessing add-on features. 

 Billing Related Updates Added a "?" help link for the new combined minutes setting Compliance Related Updates Added a new payer setting to travel on the 2300 loop NTE segment ​Additional Defect Resolution Corrected an issue that caused long load times when trying to bill multiple payers at once Corrected an issue where the staff module would timeout when trying to add new staff Corrected an issue where diagnoses were not pre-selecting when adding group time despite correct settings Corrected claim logic for the new NTE segment field to also travel on Institutional claims

eRx ApplicationPrescription Drug Monitoring Programs The Kentucky PDMP link has been updated to improve access for clinicians in that state. Pharmacy Renewal processing Renewal workflows now provide clearer guidance when no patient is selected, or if the pharmacy renewal message cannot be mapped to a patient.  Customer Maintenance PortalUsage Reports Corrected an issue that can now be exported to Excel successfully.  EPCS Subscription Expiration Dates Upcoming subscription expiration reporting now includes 7, 14, 30, 90, 180, and 365-day filter options.

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsStaff We have refreshed the Profile & Settings > Preferences page with a modern design and improved interface elements. Organization We added clearer guidance for setting up SMS reminder campaigns by introducing a tooltip on the Practice Website field and improving the error message when it is missing. You will also have updated knowledge resources to help you understand which URLs are accepted. See Setup Text Appointment Reminders for more information. Profile & Settings We have updated the Profile Details page with a cleaner look and feel to make it easier to view and manage user information. Though you can now choose from a limited set of calendar colors with improved text contrast for readability, you can also keep your current colors if you do not modify this field. You will be prompted to save any changes before leaving the page. Users with standard availability and have access to client portal settings on their Profile and Settings page will now experience a new look and feel for selecting which service types and locations are available for scheduling. We have refreshed the design of the Documents page in Profile & Settings to simplify the layout while keeping the same core functionality. Schedule We updated schedule filters to display up to 100 selected and 100 unselected items. If you do not see an option you expect, try refining your search to narrow down the list. [Back to Top]   Defect FixesOrganization​​​​​​​ ​​​​​​​We resolved an issue where the AI Session Assistant could be added to your cart more than once by appearing both pre-selected and as an available add-on. Clients ​​​​​​​Addressed an instance where non-standard clients replies to text reminders were not appearing in the reminders log or triggering notifications. These messages are now logged and visible to staff when appropriate. Corrected a problem where the Default Service Types field on the client details page could show incorrect information when switching between clients. Client data now updates accurately as you move between records. Billing ​​​​​​​Corrected an issue where $0 invoices were still being created and sent for secondary claims after primary insurance fully covered the balance. These invoices are no longer generated or sent. We resolved an issue where claim statuses could show inconsistently in the ledger. Statuses now match across the ledger and the claims area, and links will correctly take you to the appropriate Rejected/Denied claims page. Addressed an instance where removing an insurer while a claim was still in progress could prevent payments from being created from ERAs. Payments are now processed correctly even if the insurer has been deleted.  We updated the system to prevent $0.00 payments from causing issues in batches by excluding line items with no client balance due, allowing payments to process successfully. You will no longer run into errors when sending claims or receiving ERAs through Waystar, as the clearinghouse has corrected the underlying issue. Dynamic Forms ​​​​​​​We resolved an issue where removing the diagnosis code element from certain case form templates caused save errors. You can now update and save these templates without issue. Cases & Notes ​​​​​​​We resolved an issue where you could not create an appointment from a progress note even when all required fields were completed. [Back to Top]

Staff We have refreshed the Profile & Settings > Preferences page with a modern design and improved interface elements. Organization We added clearer guidance for setting up SMS reminder campaigns by introducing a tooltip on the Practice Website field and improving the error message when it is missing. You will also have updated knowledge resources to help you understand which URLs are accepted. Profile & Settings We have updated the Profile Details page with a cleaner look and feel to make it easier to view and manage user information. Though you can now choose from a limited set of calendar colors with improved text contrast for readability, you can also keep your current colors if you do not modify this field. You will be prompted to save any changes before leaving the page. Users with standard availability and have access to client portal settings on their Profile and Settings page will now experience a new look and feel for selecting which service types and locations are available for scheduling. We have refreshed the design of the Documents page in Profile & Settings to simplify the layout while keeping the same core functionality. Schedule We updated schedule filters to display up to 100 selected and 100 unselected items. If you do not see an option you expect, try refining your search to narrow down the list. Clients ​​​​​​​Addressed an instance where non-standard clients replies to text reminders were not appearing in the reminders log or triggering notifications. These messages are now logged and visible to staff when appropriate. Corrected a problem where the Default Service Types field on the Client Details page could show incorrect information when switching between clients. Client data now updates accurately as you move between records. Billing ​​​​​​​Corrected an issue where $0 invoices were still being created and sent for secondary claims after primary insurance fully covered the balance. These invoices are no longer generated or sent. We resolved an issue where claim statuses could show inconsistently in the ledger. Statuses now match across the ledger and the claims area, and links will correctly take you to the appropriate Rejected/Denied claims page. Addressed an instance where removing an insurer while a claim was still in progress could prevent payments from being created from ERAs. Payments are now processed correctly even if the insurer has been deleted.  We updated the system to prevent $0.00 payments from causing issues in batches by excluding line items with no client balance due, allowing payments to process successfully. Dynamic Forms ​​​​​​​We resolved an issue where removing the diagnosis code element from certain case form templates caused save errors. You can now update and save these templates without issue. Cases & Notes ​​​​​​​We resolved an issue where you could not create an appointment from a progress note even when all required fields were completed. [Back to Top]

Staff We have refreshed the Profile & Settings > Preferences page with a modern design and improved interface elements. Organization We added clearer guidance for setting up SMS reminder campaigns by introducing a tooltip on the Practice Website field and improving the error message when it is missing. You will also have updated knowledge resources to help you understand which URLs are accepted. Profile & Settings We have updated the Profile Details page with a cleaner look and feel to make it easier to view and manage user information. Though you can now choose from a limited set of calendar colors with improved text contrast for readability, you can also keep your current colors if you do not modify this field. You will be prompted to save any changes before leaving the page. Users with standard availability and have access to client portal settings on their Profile and Settings page will now experience a new look and feel for selecting which service types and locations are available for scheduling. We have refreshed the design of the Documents page in Profile & Settings to simplify the layout while keeping the same core functionality. Schedule We updated schedule filters to display up to 100 selected and 100 unselected items. If you do not see an option you expect, try refining your search to narrow down the list. Clients ​​​​​​​Addressed an instance where non-standard clients replies to text reminders were not appearing in the reminders log or triggering notifications. These messages are now logged and visible to staff when appropriate. Corrected a problem where the Default Service Types field on the Client Details page could show incorrect information when switching between clients. Client data now updates accurately as you move between records. Billing ​​​​​​​Corrected an issue where $0 invoices were still being created and sent for secondary claims after primary insurance fully covered the balance. These invoices are no longer generated or sent. We resolved an issue where claim statuses could show inconsistently in the ledger. Statuses now match across the ledger and the claims area, and links will correctly take you to the appropriate Rejected/Denied claims page. Addressed an instance where removing an insurer while a claim was still in progress could prevent payments from being created from ERAs. Payments are now processed correctly even if the insurer has been deleted.  We updated the system to prevent $0.00 payments from causing issues in batches by excluding line items with no client balance due, allowing payments to process successfully. Dynamic Forms ​​​​​​​We resolved an issue where removing the diagnosis code element from certain case form templates caused save errors. You can now update and save these templates without issue. Cases & Notes ​​​​​​​We resolved an issue where you could not create an appointment from a progress note even when all required fields were completed. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsWibbi Home Exercise Program (HEP) Integration  The Wibbi HEP integration brings a best-in-class home exercise program experience directly into the clinical workflow in Fusion. Therapists can launch Wibbi from their daily note to create and assign clinically robust exercise programs using a library of 20,000+ evidence-based exercises, without leaving Fusion. Home Exercise Programs sync automatically to the patient record, and patients access their assigned exercises through Wibbi's mobile app with built-in adherence tracking and engagement tools. PDF views of assigned programs are also available through the Fusion Patient Portal. NOTE: Fusion’s Wibbi Home Exercise Program (HEP) Integration will be available beginning June 2, 2026.    [Back to Top]  Defect FixesGoal Delete Dialog Overflow Fixed an issue where the goal delete confirmation dialog could extend beyond the visible window for very long goal text, making the delete action hard to reach without changing browser zoom. Edit Dialog Dropdown Causing Unwanted Scrolling Fixed an issue where certain dropdowns forced the entire dialog to scroll instead of letting the dropdown expand normally, making selections harder to use in smaller windows. [Back to Top]

eRx ApplicationProcess Improvements Ongoing improvements to system reliability and process optimization. Continued investment in QA automation. Invoice Reports Improvements to invoice reporting to provide clearer billing transparency. API Enhancements Continued enhancements to REST APIs to support modern integration standards.  Customer Maintenance PortalManager Login Fixed issues affecting manager login access within the Customer Maintenance Portal (CMP). Renewal Classifications Corrected renewal processing where completed renewals were previously misclassified as unsent.

eRx ApplicationManager The Manager user will now be prompted to select the location before accessing the Admin tab. This will enable access to several pages, such as Location Pharmacies, that were inaccessible without a location selected. Note that the Location may also be changed by choosing Select Practice in the User name dropdown. Pharmacy Lookup In-House Dispensing has been added as a search filter, limiting the search to In-house pharmacies on the electronic network. Real-Time Benefits EHRs may now directly access the RTB page. Real-Time Benefits no longer display when Additional Scripts has been selected, to improve clarity. Immunizations Immune Globulins now take the user to the Vaccine Sig Builder upon selection.

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsOrganization The Activity Log and Login Audit pages will feature a refreshed, modern design with improved navigation and filtering, making it easier to review and track activity. We have moved the Ensora Payments tab to Organization > Manage subscriptions, making it easier for new customers to find and apply for credit card processing. Schedule We have ensured that the button to start AI In-person sessions is read aloud by screen readers, to improve accessibility for those using assistive technology. Cases & Notes We have added an AI sparkle icon to the Case Info tab to make it easier to find and generate AI-powered case summaries when using the AI Session Assistant. We have added an AI sparkle icon to the Progress Note template dropdown to highlight when AI session summaries are available, to help identify templates that support this feature. [Back to Top]   Defect FixesClients ​​​​​​​We have resolved an issue where saving a newly created client automatically generated a Client ID. A Client ID will now only be created when you choose to generate one from the Client Details page. Organization ​​​​​​​We have added safeguards to the appointment reminders registration process so you can only submit a new brand registration after a previous submission has been rejected or encountered an error, preventing duplicate submissions while a registration is still in progress. Schedule ​​​​​​​We have updated schedule filters to improve performance and speed. Filters now load the top 100 results, so you may need to refine your search if an option isn’t visible. Filters apply after you close the panel, and any selected items will appear at the top when you reopen it, making them easier to review and adjust. [Back to Top]

Organization The Activity Log and Login Audit pages will feature a refreshed, modern design with improved navigation and filtering, making it easier to review and track activity. Clients We have resolved an issue where saving a newly created client automatically generated a Client ID. A Client ID will now only be created when you choose to generate one from the Client Details page. Billing Addressed a situation in the product where canceling and resubscribing within the same billing period could create duplicate billing records with an unbilled status. Schedule ​​​​​​​We have updated schedule filters to improve performance and speed. Filters now load the top 100 results, so you may need to refine your search if an option isn’t visible. Filters apply after you close the panel, and any selected items will appear at the top when you reopen it, making them easier to review and adjust.

Organization The Activity Log and Login Audit pages will feature a refreshed, modern design with improved navigation and filtering, making it easier to review and track activity. Clients We have resolved an issue where saving a newly created client automatically generated a Client ID. A Client ID will now only be created when you choose to generate one from the Client Details page. Schedule ​​​​​​​We have updated schedule filters to improve performance and speed. Filters now load the top 100 results, so you may need to refine your search if an option isn’t visible. Filters apply after you close the panel, and any selected items will appear at the top when you reopen it, making them easier to review and adjust.

Implement option for Combined Minutes Billing Added payer-specific functionality that allows services provided within the same day to be combined to first calculate total minutes, and then determine billing units based on the MN DHS July 1 billing requirement table. Add Payer Option to Report NTE Segment Added logic to the PrimeWest payer NTE Segment settings to ensure the required payer-specific verbiage is included on all claims. Handle Late Entry services with Combined Minutes Billing Added system capability to handle late entry services with the payer-specific combined minutes billing functionality. Unable to Select Claim Filing Indicator “16” ​​​​​​​Corrected an issue for payers using the claim filing code 16 indicator to ensure it transmits correctly on claims. All Users Unable to Successfully Upload Files to Tickets ​​​​​​​Corrected an issue where users were unable to attach files to tickets within the Ticketing module. Deductible and Copay Adjustments not being Included in Payments Balance ​​​​​​​Corrected an issue where certain copay, coinsurance, deductible invoice balances were not included in a client’s profile balance when invoices were auto-generated using the multi-transaction tool in the Payments module.

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSchedule You can now cancel or delete appointments in bulk from the Bulk Edit Appointments page, saving time when making large schedule changes. We have also added date range, staff, and client filters to help you quickly find the appointments you need.  Cases & Notes You can now use AI Session Assistant for in-person sessions. This update lets you generate editable draft progress notes from recorded in-person visits using the same workflow you already use for telehealth, with early access available in beta for current subscribers. See AI Session Assistant: In-Person Sessions for more information.   Billing The Enrollment Wizard now accessible from the Organization > Claims Service tab, lets you start and complete enrollments more easily by guiding you through a simplified, step-by-step experience. You will see clearer status updates for new enrollments, giving you better visibility into progress. Customers using Claim.MD as their clearinghouse can now view remittance details for ERAs. To view the remittance details, open the Actions menu for an ERA in the ERA Received or Paid/Processed tabs and select View Remittance Details. All customers who are signing up for insurance billing in TheraNest for the first time will now use Claim.MD as their partnered clearinghouse. Staff The “Can use bulk edit appointments” permission has been moved from Therapist permissions to Default permissions so that if you do not have a Therapist permission, you can still access this page for scheduling purposes if needed. Your current selections for this permission will be retained.  Payment Processing We have begun rolling out backend payment processing updates to improve long-term payment reliability. This update does not change your current payment workflows. [Back to Top]   Defect FixesBilling Fixed an issue where some successful credit card payments did not appear in reports or the client ledger if a user navigated away before seeing the confirmation. Payments will now post correctly in all cases, and no action is needed on your part. [Back to Top]

Staff We have updated where the “Can use bulk edit appointments” permission is managed. This permission now lives under Default permissions, so users can access bulk scheduling tools even without Therapist permissions. Your existing permissions will be unchanged. Billing We have resolved an issue with the “Prevent scheduling without an authorization” setting where backdated appointments could exceed allowed sessions or units. Now, when this setting is enabled, appointments that go beyond the authorization limits cannot be saved.

Staff We have updated where the “Can use bulk edit appointments” permission is managed. This permission now lives under Default permissions, so users can access bulk scheduling tools even without Therapist permissions. Your existing permissions will be unchanged.

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsTelehealth Waiting Room Pause/Resume Hosts can now pause individual or all clients into a Waiting Room with confirmation prompts, host-only controls, and clear participant messaging. Paused clients are temporarily removed without reloads, can be resumed individually or in bulk, and cannot affect other participants — providing safer, clearer, and more controlled session management.  [Back to Top]   Defect FixesGoal Text Overflows when Archiving/Unarchiving Goals with long descriptions now display correctly when archived or unarchived. Previously, goals containing lengthy text could cause the goal dialog to overflow into the page margins during archive or unarchive actions.  Unable to sign Evaluation Initial evaluations with large history sections now preview and sign successfully, whereas previously evaluations containing extensive or uninterrupted text could time out during preview or signing. Apple Devices Unable to View Completed Documents ​​​​​​​Document previews now load correctly in Safari. Previously, some documents displayed a blank gray screen when previewed, requiring users to download the file or switch browsers.  [Back to Top]

 Appointments Resolved an issue where the Deleted Appointments report incorrectly displayed appointment deletion user information, showing deletions attributed to users not logged into the system during the deletion timeframe. Corrected an issue where Group Appointments were excluded from Phone Call Reminders files when customers used the Column Selection tab to override default column settings. Billing Resolved an issue where staff modifiers were not applying correctly to all procedures on multi-procedure claims. When a claim contained multiple procedures with different providers, the modifier would only pull from the first procedure line instead of applying based on each provider's credentials. Addressed an issue where copays and deductibles were not properly transferred to the next payer in the ledger when manually posting payments, resulting in incorrect ledger balances that did not match patient statements. Corrected an issue where users received "Provider Missing" errors when creating charges despite provider information being correctly configured in the system. Resolved an issue where Medicare secondary claims were billed with an incorrect insurance type code. Claims were using code "12" (working aged) instead of code "43" (Medicare coverage due to disability), causing claim rejections. Corrected an issue where the Payments and Charges by Payer Details report displayed incorrect total amounts by using charge values instead of line item totals. Resolved an issue where staff modifiers were not applied when an insurance variation on a procedure had "Staff Modifier Eligible" enabled in Procedure - Variations.  Improved an issue where large remit processing took excessive time to match and post, failing to complete within normal timeframes during high-volume insurance billing operations. Fixed an issue where transactions with identical reference numbers were excluded from daily transmission to Payments, causing missing transactions in the transmission due to duplicate ID filtering. FormLab Corrected an issue where FormLab form FL_CONAA's Diagnostic Criteria tab grid checkboxes were not persisting when the form was saved. Resolved an issue where FormLab forms using Stack controls would lock all fields after the first signature capture, instead of only locking fields prior to that signature. Forms Fixed an issue where prefilling Treatment Plan Status fields in a custom unpublished form, which was created from a previously published form, threw an An item with the same key has already been added error.  Corrected an issue where a unique constraint violation prevented adding objectives to goals in the clinical documentation form due to duplicate ID values in the database.  Improved accessibility for users with visual impairments by correcting an issue where decreased text size caused form content to be cut off with non‑functional scroll bars on the OMH Patient Characteristics Survey form.  Corrected an issue where the ASIAN option was missing from the Ethnicity dropdown in LOINC Code Mapping. Resolved an issue where prefill functions incorrectly converted decimal numbers to dates, transforming values like 2.4 into 2/4/2025 when populating forms from calculation fields. Corrected multiple issues in CRIP3 treatment and recovery plan forms, including character limits that prevented plan completion, NEW status incorrectly disabling input fields, and missing distinctions between review and revision fields. Resolved an issue where a null reference exception occurred when attempting to process Patient Characteristics Survey forms in the Submission Center, preventing users from submitting the PCS forms. Fixed an issue where progress note signatures were flipped in the History and My Billing tabs.  Addressed an issue where overlapping notes could be signed without proper validation errors when clinic options were enabled, allowing reviewer signatures before provider signatures in violation of form requirements. Resolved an issue where FL_WAY MH Satellite Child Progress Note v7 v2 displayed flipped signatures in My Billing and Progress Note Summary views. Corrected an issue where the 'Transfer Child In Residence' field on the PAS47M form was incorrectly required during form submission, preventing completion without filling this optional field. Resolved an issue where clicking the NEW status button in the CRIP3 Initial Recovery Plan form would grey out input fields, preventing users from entering objective information. Fixed an issue where invalid transactions prevented users from signing off on groups, notes, and CT visits for new clients in CRIP 3 Initial Recovery Plan Review. Resolved an error that occurred when adding a new objective to a goal on a treatment plan form, which previously prevented the objective from being saved. General Corrected an issue where the note lock date was incorrectly updated to the supervisor signature date instead of the staff signature date in My Daysheet, affecting data collection accuracy. Resolved an issue where users were unable to access discharged clients in My Client List when filtering options were unchecked. Users encountered an error despite having appropriate permissions. Fixed an issue where attachments were not sorted in date attached order when viewed by non-admin users. Resolved an issue where the system was unable to find attachments when copying documents from one patient chart to another using Patient Chart Manager. Medication Resolved an issue where the Patient Details Medications tab displayed an error message "No data was downloaded from NewCrop" despite active medications being present in the ePrescribing tab. Corrected an issue where duplicate bottles with the same name could be inserted in Medication Inventory. Resolved an issue where users were unable to generate and print weekly dispensing schedules from the medications report section. Updated the Daily Lighthouse Dispensing Report for NYS MAT customers to send actual medication dispensing data and include a new agency ID field for identification. Resolved an issue where methadone doses were incorrectly uploaded to Lighthouse with dosage amounts from concurrently prescribed HCV medications, creating patient safety risks. Corrected an issue where the Methadone Scheduled Delivery Report generated rows with an incorrectly calculated dosed-through date, sometimes showing dates from years in the past. Resolved an issue where Lighthouse MAT Dispensing Report InClinic Days column was not populated when th_ordered value was zero, and SID validation now requires eight digits. Fixed an issue where MAT Daily Dispense rows were not including a row for each take home dose.  Resolved an issue where the Mat Dispensing Report displayed medications with 0 in the dispense amount. Corrected an issue where the Mat Dispensing file incorrectly displayed medication dispenses that lacked In-Clinic Doses.  PAS Corrected an issue where PAS-48 report numbers were incorrectly calculated, showing inflated values for V18 and V21 fields and missing values for V15 field. Resolved an issue where completing a PAS 26N form would produce a "String or binary data would be truncated" error message. Fixed an issue where OASAS form titles incorrectly displayed 'New York State Office of Alcoholism and Substance Abuse Services' instead of 'New York State Office of Addiction Services and Supports' in clinical documentation forms TRS61, TRS62, PAS 44N, PAS 45N, PAS 46N, and PAS 61N. Resolved an issue where Medicaid Client ID was incorrectly auto-filled in PAS forms 44N, 26N, and 46N when patient insurance was flagged with multiple insurance types in addition to Medicaid.  Permissions Resolved an issue where users without appropriate access levels could block user access to charts and patient details despite not having the necessary permissions configured for their role. Printing Corrected an issue where Group Notes could not be printed in specific charts, as the print dialog would not open despite the print button appearing to activate. Reporting Resolved an issue where the new report displayed the visit provider instead of the rendering provider when multiple services were provided on the same day by different providers. Corrected an issue where appointment records from previous charts were being overwritten with current chart values, and export record counts decreased following the 2.52 upgrade. Improved performance and messaging for the Total AR Aged by First Bill Date by Payer Details report, which previously showed an incorrect cancellation message and required excessive processing time. Fixed an issue where the Charge Amount Audit report was not returning results when charge amounts had been modified.

NOTE: The following release notes apply to all Ensora Health products that utilize this service unless otherwise stated in the yellow callouts.  Ensora TelehealthNew Features & ImprovementsTelehealth Waiting Room Pause/Resume Hosts can now pause individual or all clients into a Waiting Room with confirmation prompts, host-only controls, and clear participant messaging. Paused clients are temporarily removed without reloads, can be resumed individually or in bulk, and cannot affect other participants — providing safer, clearer, and more controlled session management.  PRODUCTS: Fusion TheraNest [Back to Top]

Billing 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 the system, opens in a dedicated window, and clearly shows enrollment status. This will roll out to all remaining customers in a future update.  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. Payment Processing We have begun rolling out backend payment processing updates to improve long-term payment reliability. This update does not change your current payment workflows. NOTE: We are rolling this update out in phases. 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. 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.  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.  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. [Back to Top]

Billing 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 the system, opens in a dedicated window, and clearly shows enrollment status. This will roll out to all remaining customers in a future update.  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. Payment Processing We have begun rolling out backend payment processing updates to improve long-term payment reliability. This update does not change your current payment workflows. NOTE: We are rolling this update out in phases. 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. 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 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.  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. [Back to Top]

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.