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.  [Back to Top] 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]

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 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. 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. Ensora Data Collection You now have the ability to view a client’s address within Ensora Data Collection’s integrated calendar on your mobile app so that your therapists will be able to view where their next appointment takes place. You can also click on the location to launch your navigation system if needed.   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 Deactivated client’s progress notes were not visible. 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 payments were not being applied from the manual insurance payments screen for aggregated invoices. Now if the payment is applied for aggregated invoices, it will go through as expected instead of showing the error that said the invoice had already been updated.   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]

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 & ImprovementsMessages Messages received that submit a midlevel prescriber as a supervising prescriber will no longer be blocked. The supervising prescriber submission will be ignored, and the user may need to select a supervisor if this occurs.  Defect FixesPrescriptions Imported "Not Sent" prescriptions will now automatically enable the Prescribe button.

Jump to Section:New Features & Improvements Reporting Defect Fixes Appointments Billing Portal Reporting   New Features & ImprovementsReportingCLDR: Verify Health Insurance Type is pulling from primary  We reviewed the structure of the Consumer Level Data Report to ensure that the Health Insurance Status being pulled into the report is the Primary Insurance for the client.  CLDR: Update Date Format  We verified that all dates used in the Consumer Level Data Report formatted as MM/DD/YYYY. NOTE:  We cannot ensure correct formatting when the report is loaded into Microsoft Excel. Please verify the dates are formatted correctly when open in Microsoft Excel.     Defect FixesAppointmentsStaff Appointments Intermittently Appearing in Incorrect Staff Column when in Multi-Staff View We fixed an issue when viewing multiple staff's appointments in one view, appointments were being shifted to columns for other staff rather than the primary staff in the client's appointment.  Clients Removed from Scheduled Clients List for Group Appointments We fixed an issue when adding multiple clients to group appointments, selecting a new staff after having added client(s) to Scheduled Clients for a different staff, the previously select client(s) are being removed from Scheduled Clients.  BillingRound Hour Setting not Working when Editing Group Times We fixed an issue with hour the Round Hour setting functions with group service lines.  Amount for SVD (Service Line Adjudication) not Populating if Amount is Only in Payments Fixed issue where SVD amount is being pulled directly from Change Time > Extra Info > "Amount for SVD segment" and ignoring any amount in Payments. North Homes Inc: Signatures Disappearing Fixed issue with signatures disappearing from forms including Group Residential Plan form. We've added additional detail to the 6220 report which captures when a form is unlocked and when a signature is deleted.   PortalClient Portal: "My Documents" incorrectly displays completed forms We fixed an issue after logging into the Client Portal where My Documents will load the completed forms and then incorrectly switch to display Forms to Complete.   ReportingIncorrect Tobacco Use Metrics in 50752 CCBHC Measure Report We fixed an issue with the TSC Report calculations causing the total eligible population for Metric 1 to be smaller than the population in Metric 2. Eligibility Response Report not being Displayed for Security Health and TriCare Fixed issue with Availity sending a response, but we are not displaying a report of that response. Unable to Generate Commissions Report We fixed an issue with the Commissions Report not loading due to query not performing correctly. We have made adjustments to the query to fix the issue and the report now loads fine.  3620 Report Returning an Error if Client(s) have Alphabetical Characters in Client Number Fixed issue with the 3620 report displaying only for clients that have all numerical characters in their client number. If there were any alphabetical characters in the client number for any of the clients in the selected group(s), the report returned an error. [Back to Top]

Jump to Section:Improvements & Defect Fixes Portal App  App Version 20250528.2  Improvements & Defect FixesPortalOptimized Processor for triggering Mastery The performance of the processor that runs when users manually trigger mastery was enhanced. Student Targets from Curricula Libraries Being Imported with Consecutive Days Defaulting to 0 This issue has been resolved. Data Entry Tab Duplicating Data A change was made so that clicking the Save button multiple times will not result in duplicate data. Intermittently, SOAP Notes Created in Mobile App not Appearing in Web Portal for Several Days A performance issue was resolved with our SOAP Note processor that was resulting in delays for some users. SOAP Notes Report Intermittently Pulling Dates Outside of Entered Date Range A time zone issue related to the date filter that could result in SOAP Notes from a different date being displayed in this report, depending on the time of day the report was run, was resolved. Inactive users should not be included in staff mapping attempt from integrated PMS Inactive users are no longer included in the mapping attempt from an integrated PMS platform.  Removed Timesheets Feature from Ensora Data Collection As communicated previously, the Timesheets feature has been removed from the product. Resolved several reported timeout errors and performance issues Database and environmental changes were made that improve performance throughout the web portal and API.  App The following improvements were made to the Mobile App with the release on 5/8/2025:Show appointment address on Integrated Calendar Functionality was added to show the appointment address on the Integrated Calendar. NOTE:  This feature will become available when Ensora ABA Therapy begins syncing appointment addresses to Ensora Data Collection in an upcoming release.   Intermittently the Available for Download List displays 0 students when you click on the Manage Students or Add Students Profiles button This issue has been resolved. App sometimes crashes when user deletes user on Manage Users screen This crash issue has been resolved. Intermittently, Mobile App Fetch Trial Date Button Remains Grayed Out and Data Never Syncs This issue was resolved as part of the web portal and API performance improvement initiative. Whole/Partial Interval Target Time Enhancements Updates were made to Whole/Partial Interval target times to improve performance issues. Required Update for Apple Maps As previously communicated, we were required by Apple to make a change to the maps functionality in the app with this release. The result of this change is that users on iOS version 15 or lower will no longer be able to use the Ensora Data Collection mobile app. Please update to iOS version 16 or above.  [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 & ImprovementsPrescribe and Record Buttons Prescribe and Record buttons are now disabled if there are no selected medications. Users Prevented connection of a user in the same location in two different roles. Improved error messaging for third party services Stripe subscriptions Bamboo PDMP Exostar Diagnosis Primary and Secondary Diagnosis may now be passed for each prescription from the EHR. RxNORM Drugs RxNORM drugs are now automatically converted to FirstDataBank drugs upon receipt when a match is found   Defect FixesPrevious Medications Corrected an issue that could prevent display of Previous Medications for some patients. Medication History Linking Improved the medication history linking previous medications to current medications.  [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements Clients For security reasons, web links in PDFs viewed from the Contact Log are now displayed as plain text and can no longer be clicked. We’ve updated the error message that shows when an unsupported file type is uploaded to a client’s General Documents or Clinical Documents. Instead of listing unsupported file types, you’ll now see a clear, general message letting you know the file type isn’t supported, with a link to our knowledge base. Staff We’ve updated the error message that shows when an unsupported file type is uploaded to a staff member’s Documents. Instead of listing unsupported file types, you’ll now see a clear, general message letting you know the file type isn’t supported, with a link to our knowledge base. When assigning Staff permissions, Administrator and Organization Administrator permissions can now be granted independently of Therapist permissions. Organization Two telehealth specific settings on the Organization Profile page as well as the Telehealth waiting room header and message settings on the Telehealth Subscription page were moved to a dedicated tab under Organization Settings called “Telehealth Settings.” These four telehealth specific settings can now be managed here.   Defect Fixes Billing Corrected an issue that prevented adjustments from being correctly marked as paid or unpaid when adding or editing an adjustment from the client’s ledger. You can now update the status as expected, and your selection will save properly.

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements Clients For security reasons, web links in PDFs viewed from the Contact Log are now displayed as plain text and can no longer be clicked. We’ve updated the error message that shows when an unsupported file type is uploaded to a client’s General Documents or Clinical Documents. Instead of listing unsupported file types, you’ll now see a clear, general message letting you know the file type isn’t supported, with a link to our knowledge base. Staff We’ve updated the error message that shows when an unsupported file type is uploaded to a staff member’s Documents. Instead of listing unsupported file types, you’ll now see a clear, general message letting you know the file type isn’t supported, with a link to our knowledge base. When assigning Staff permissions, Administrator and Organization Administrator permissions can now be granted independently of Therapist permissions. Organization Two telehealth specific settings on the Organization Profile page as well as the Telehealth waiting room header and message settings on the Telehealth Subscription page were moved to a dedicated tab under Organization Settings called “Telehealth Settings.” These four telehealth specific settings can now be managed here.   Defect Fixes Billing Corrected an issue that prevented adjustments from being correctly marked as paid or unpaid when adding or editing an adjustment from the client’s ledger. You can now update the status as expected, and your selection will save properly.  

Jump to Section: New Features & Improvements Defect Fixes  New Features & Improvements Clients For security reasons, web links in PDFs viewed from the Contact Log are now displayed as plain text and can no longer be clicked. We’ve updated the error message that shows when an unsupported file type is uploaded to a client’s General Documents or Clinical Documents. Instead of listing unsupported file types, you’ll now see a clear, general message letting you know the file type isn’t supported, with a link to our knowledge base. Staff We’ve updated the error message that shows when an unsupported file type is uploaded to a staff member’s Documents. Instead of listing unsupported file types, you’ll now see a clear, general message letting you know the file type isn’t supported, with a link to our knowledge base. When assigning Staff permissions, Administrator and Organization Administrator permissions can now be granted independently of Therapist permissions. Organization Two telehealth specific settings on the Organization Profile page as well as the Telehealth waiting room header and message settings on the Telehealth Subscription page were moved to a dedicated tab under Organization Settings called “Telehealth Settings” These four telehealth specific settings can now be managed here.  Defect Fixes Billing Corrected an issue that prevented adjustments from being correctly marked as paid or unpaid when adding or editing an adjustment from the client’s ledger. You can now update the status as expected, and your selection will save properly. [Back to Top]

Jump to Section: New Features & Improvements Defect Fixes  New Features & Improvements Remove payment method iframes from Ensora Payments When managing payment methods for Ensora Payments in Ensora Rehab Therapy Suite or the patient portal, Ensora Payments will now open in the same page instead of in a pop up. Require Student Credit field for new users When adding a new user, the Student Credit field is now required.   Defect Fixes Multi-Account Portal Users Login Without Custom Resolved an issue that could prevent payments from being processed for portal users with an account at more than one Ensora Rehab Therapy Suite clinic. Statement Tab Inaccessible on Patient Billing Account Resolved an issue that could prevent a billing account’s Statement tab from loading in some situations.

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 & Improvements Prescription Details Prescription Details are now available for pending prescriptions.    Message ID The Message ID is now shown on the Surescripts Drug History display. Printed Prescriptions Printed prescriptions now only show the selected pharmacy rather than the full list of patient pharmacies.  Closed Sig Builder The Open or Closed Sig Builder may now be selected as the default on the Sig Builder Configuration page.   This sig builder is optimized for mobile use or smaller screens.     Defect Fixes Surescripts Drug History Surescripts Drug History now honors the location time zone for results. Pending Prescriptions Corrected a column alignment issue for pending prescriptions. PDMP Corrected an issue that could prevent launch of Bamboo PDMP for direct login users. Renewal Requests Automatically matched pharmacy renewal requests now include the patient DOB to identify a match. [Back to Top]

Jump to Section: New Features & Improvements Defect Fixes  New Features & Improvements Schedule Additional wording was added to authorization messaging when creating or editing appointments tied to authorizations. You will now see messaging state that totals represent the amount of units or sessions after the appointment has been saved so that you can better track authorization utilization before finalizing appointment changes. In the new scheduling experience, the appointment modal is now more compact for better visibility. We've also replaced event type cards with a single, efficient search—making it quicker to find a client, group, or create a non-client event. Grammatical errors were corrected on informational messages that appear on the Agenda when hovering over actions that are disabled for appointments that are more than 60 days in the future. Payment Processing For organizations using Ensora Payments, managing payment methods in the application and Client Portal now opens in a full-page view. This update provides a cleaner, more focused experience—making it easier to add, edit, or remove payment methods.   Defect Fixes Schedule Fixed an issue where the save button remained disabled after correcting a long event title. You can now successfully edit and save an event after adjusting the title length, without needing to start over. Corrected an issue where if a series was edited past 60 days in the future, it would disappear from the calendar until it was refreshed. This has been fixed so that the appointment will remain on the calendar as expected.   Corrected an issue where sometimes on the Agenda page, if you had the setting checked to only view your assigned clients, the schedule was not loading. This was corrected so that appointments can be viewed correctly on the Agenda page for those using that setting.  Clients Drag and drop functionality now works as expected when uploading documents to a client's General Documents section. Cases and Notes Fixed an issue where updates to the Start or End time on a progress note didn’t reflect immediately after saving. Now, the Duration, Start, and End time fields will update as expected without requiring a page refresh. Corrected an issue where mastered/completed goals were shown at the top of treatment plans when new ones were created. This has been corrected so that active goals will show at the top and completed goals will be moved to the bottom.   Corrected a validation message that was shown when you exceeded the max length of characters allowed when creating a case name. The message was originally saying the field included prohibited values. Now the message will say, “Only 50 characters allowed.”   Corrected an issue where data entered into a progress note was not retained after changing the note template. Previously, if a provider created or copied a progress note and then updated the template, any new data entered after the template change would be lost when the note was saved and reopened. Now, the progress note retains all entered data regardless of when the template was changed, and the print version accurately reflects what is shown in the UI. Billing Corrected an issue where some appointment links that were on the batch invoicing page and the client’s ledger were not redirecting to those specific appointments on the calendar but instead would land on the general calendar view. This has been fixed so that the actual appointment will be opened.   Corrected an issue where adding a write-off in Manual Insurance Payments and then removing it from the client’s ledger caused the insurance balance due to be miscalculated. Organization Addressed an issue where staff were not being logged out after extended periods of inactivity. Now, all will be properly timed out and logged out of their session after the expected timeframe. Resolved an issue where staff were being unexpectedly logged out while actively working in the system. Corrected an issue where some links were not working on messaging that appears during a trial when someone has not confirmed their email yet. This has been corrected so that the confirmation email will go out as expected when clicking on this link. Resolved an issue where completing the subscription cancellation workflow did not successfully cancel the subscription.     System-Wide We resolved an issue where sometimes multiple MFA codes could be active at the same time if you requested a new code before using the first one. Now, only the most recent code will remain active, helping to prevent confusion and ensure a smoother login experience. Client Portal Intake forms with quotation marks in their titles can now be opened successfully. Corrected an issue where the red notification badge for unread inbox messages was not appearing when staff logged into Ensora Health after receiving a message while logged out. Although the unread message was visible upon opening the inbox, the lack of a badge caused confusion for providers expecting to be alerted to new messages. The notification badge now correctly appears for unread messages, ensuring timely visibility and improved client-provider communication. Payment Processing Fixed an issue where clients received a validation error when attempting to access a one-time payment link sent from the invoice. Now, clients can successfully open the link and complete their payment without errors. Resolved an issue where the success toaster message was not displaying after a client submitted a payment through the portal using Vantage as the payment processor. Now, clients will see a confirmation message after completing a payment. [Back to Top]

Jump to Section: New Features & Improvements Defect Fixes  New Features & Improvements Schedule Additional wording was added to authorization messaging when creating or editing appointments tied to authorizations. You will now see messaging state that totals represent the amount of units or sessions after the appointment has been saved so that you can better track authorization utilization before finalizing appointment changes. In the new scheduling experience, the appointment modal is now more compact for better visibility. We've also replaced event type cards with a single, efficient search—making it quicker to find a client, group, or create a non-client event. Grammatical errors were corrected on informational messages that appear on the Agenda when hovering over actions that are disabled for appointments that are more than 60 days in the future. Payment Processing For organizations using Ensora Payments, managing payment methods in the application and Client Portal now opens in a full-page view. This update provides a cleaner, more focused experience—making it easier to add, edit, or remove payment methods.   Defect Fixes Schedule Fixed an issue where the save button remained disabled after correcting a long event title. You can now successfully edit and save an event after adjusting the title length, without needing to start over. Corrected an issue where if a series was edited past 60 days in the future, it would disappear from the calendar until it was refreshed. This has been fixed so that the appointment will remain on the calendar as expected.   Corrected an issue where sometimes on the Agenda page, if you had the setting checked to only view your assigned clients, the schedule was not loading. This was corrected so that appointments can be viewed correctly on the Agenda page for those using that setting.  Clients Drag and drop functionality now works as expected when uploading documents to a client's General Documents section. Cases and Notes Fixed an issue where updates to the Start or End time on a progress note didn’t reflect immediately after saving. Now, the Duration, Start, and End time fields will update as expected without requiring a page refresh. Corrected an issue where mastered/completed goals were shown at the top of treatment plans when new ones were created. This has been corrected so that active goals will show at the top and completed goals will be moved to the bottom.   Corrected a validation message that was shown when you exceeded the max length of characters allowed when creating a case name. The message was originally saying the field included prohibited values. Now the message will say, “Only 50 characters allowed.”   Corrected an issue where data entered into a progress note was not retained after changing the note template. Previously, if a provider created or copied a progress note and then updated the template, any new data entered after the template change would be lost when the note was saved and reopened. Now, the progress note retains all entered data regardless of when the template was changed, and the print version accurately reflects what is shown in the UI. Billing Corrected an issue where some appointment links that were on the batch invoicing page and the client’s ledger were not redirecting to those specific appointments on the calendar but instead would land on the general calendar view. This has been fixed so that the actual appointment will be opened.   Corrected an issue where adding a write-off in Manual Insurance Payments and then removing it from the client’s ledger caused the insurance balance due to be miscalculated. Organization Addressed an issue where staff were not being logged out after extended periods of inactivity. Now, all will be properly timed out and logged out of their session after the expected timeframe. Resolved an issue where staff were being unexpectedly logged out while actively working in the system. Corrected an issue where some links were not working on messaging that appears during a trial when someone has not confirmed their email yet. This has been corrected so that the confirmation email will go out as expected when clicking on this link. Resolved an issue where completing the subscription cancellation workflow did not successfully cancel the subscription.     System-Wide We resolved an issue where sometimes multiple MFA codes could be active at the same time if you requested a new code before using the first one. Now, only the most recent code will remain active, helping to prevent confusion and ensure a smoother login experience. Client Portal Intake forms with quotation marks in their titles can now be opened successfully. Corrected an issue where the red notification badge for unread inbox messages was not appearing when staff logged into Ensora Health after receiving a message while logged out. Although the unread message was visible upon opening the inbox, the lack of a badge caused confusion for providers expecting to be alerted to new messages. The notification badge now correctly appears for unread messages, ensuring timely visibility and improved client-provider communication. Payment Processing Fixed an issue where clients received a validation error when attempting to access a one-time payment link sent from the invoice. Now, clients can successfully open the link and complete their payment without errors. Resolved an issue where the success toaster message was not displaying after a client submitted a payment through the portal using Vantage as the payment processor. Now, clients will see a confirmation message after completing a payment. [Back to Top]

Jump to Section: New Features & Improvements Defect Fixes  New Features & ImprovementsSchedule The appointment modal is now more compact for better visibility. We've also replaced event type cards with a single, efficient search—making it quicker to find a client, group, or create a non-client event. Grammatical errors were corrected on informational messages that appear on the Agenda when hovering over actions that are disabled for appointments that are more than 60 days in the future. Additional wording was added to authorization messaging when creating or editing appointments tied to authorizations. You will now see messaging state that totals represent the amount of units or sessions after the appointment has been saved so that you can better track authorization utilization before finalizing appointment changes. Ensora Data Collection We have upgraded our Ensora Data Collection (Formerly known as Catalyst) SOAP Note PDF integration to ensure more reliable access to your clinical documentation. This backend improvement enhances the PDF retrieval process, ensuring you will consistently have access to the most recent versions of your PDF SOAP notes. Payment Processing For organizations using Ensora Payments, managing payment methods in the application and Client Portal now opens in a full-page view. This update provides a cleaner, more focused experience—making it easier to add, edit, or remove payment methods.   Defect FixesSchedule Fixed an issue where the save button remained disabled after correcting a long event title. You can now successfully edit and save an event after adjusting the title length, without needing to start over. Corrected an issue where some appointment links that were on the batch invoicing page and the client’s ledger were not redirecting to those specific appointments on the calendar but instead would land on the general calendar view. This has been fixed so that the actual appointment will be opened.   Corrected an issue where if a series was edited past 60 days in the future, it would disappear from the calendar until it was refreshed. This has been fixed so that the appointment will remain on the calendar as expected.   Corrected an issue where sometimes on the Agenda page, if you had the setting checked to only view your assigned clients, the schedule was not loading. This was corrected so that appointments can be viewed correctly on the Agenda page for those using that setting.  Clients Drag and drop functionality now works as expected when uploading documents to a client's General Documents section. Cases & Notes Fixed an issue where updates to the Start or End time on a progress note didn’t reflect immediately after saving. Now, the Duration, Start, and End time fields will update as expected without requiring a page refresh. Corrected an issue where mastered/completed goals were shown at the top of treatment plans when new ones were created. This has been corrected so that active goals will show at the top and completed goals will be moved to the bottom.   Corrected a validation message that was shown when you exceeded the max length of characters allowed when creating a case name. The message was originally saying the field included prohibited values. Now the message will say, “Only 50 characters allowed.”  Corrected an issue where data entered into a progress note was not retained after changing the note template. Previously, if a provider created or copied a progress note and then updated the template, any new data entered after the template change would be lost when the note was saved and reopened. Now, the progress note retains all entered data regardless of when the template was changed, and the print version accurately reflects what is shown in the UI. Billing Corrected an issue where adding a write-off in Manual Insurance Payments and then removing it from the client’s ledger caused the insurance balance due to be miscalculated. Organization Addressed an issue where staff were not being logged out after extended periods of inactivity. Now, users will be properly timed out and logged out of their session after the expected timeframe. Resolved an issue where staff were being unexpectedly logged out while actively working in the system. Corrected an issue where some links were not working on messaging that appears during a trial when someone has not confirmed their email yet. This has been corrected so that the confirmation email will go out as expected when clicking on this link.   System-Wide We resolved an issue where sometimes multiple MFA codes could be active at the same time if you requested a new code before using the first one. Now, only the most recent code will remain active, helping to prevent confusion and ensure a smoother login experience. Client Portal Intake forms with quotation marks in their titles can now be opened successfully. Corrected an issue where the red notification badge for unread inbox messages was not appearing when staff logged into Ensora Health after receiving a message while logged out. Although the unread message was visible upon opening the inbox, the lack of a badge caused confusion for providers expecting to be alerted to new messages. The notification badge now correctly appears for unread messages, ensuring timely visibility and improved client-provider communication. Payment Processing Fixed an issue where clients received a validation error when attempting to access a one-time payment link sent from the invoice. Now, clients can successfully open the link and complete their payment without errors. Resolved an issue where the success toaster message was not displaying after a client submitted a payment through the portal using Vantage as the payment processor. Now, clients will see a confirmation message after completing a payment. [Back to Top]

Resolved IssuesError loading Accounts report with a "0.00" filter Saved Accounts reports in new Insights will now run if a “0.00” filter is included.

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 3.69  New Features & ImprovementsNew Brand All application information has been updated to reflect the new Ensora Health name, including Clearinghouse and ePrescribe. Client Claim History Link A link to the Client's Claim History is now available in Clients > Accounts. Client Preferred Names Display Client Preferred Names are now more visible in the Client dropdown list. Services Bundled by Service Duration Services can now be bundled based on service duration. New Service Processing Error There is now a new Service Processing Error to check for no associated client. 270 File Downloads - Encryption Encryption is no longer required for 270 file downloads. End-Dated Service Definitions End-dated Service Definitions are now shown as Inactive in the Service Definitions dropdown list. Clients List Sort - Per Diem Templates Clients are now sorted alphabetically in Services > Per Diem Templates. End-Dates for Documents Documents may now have an End Date.   Defect FixesClient Timeline Display Issue A performance issue was corrected where the incorrect client was displayed when switching clients on the Timeline while using ePrescribe. InForms Issue An issue was resolved with InForms where sending to multiple recipients was not functioning as expected.  To download the complete list of release items: Release Items April 16, 2025 Version 3.69 [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 & Improvements Surescripts Drug History Selecting Show Unique Only on Surescripts Drug History will now automatically select the most recent instance of each drug. Lean Body Mass displays are now available. Under Admin -> Account Settings, you may now choose to show either the Hume or Boer calculation for Lean Body Mass. Once a formula is selected, this will be displayed next to patient height and weight. Prescriber Report The Prescriber Report may now be ran for up to a 90-day period.   Defect Fixes Surescripts Drug History Surescripts Drug History can now import medications when the PBM or pharmacy does not return the patient address. ID.me ID.me failed transmissions are now logged in the EPCS Prescribing Log. Corrected a bug that could prevent ID.me signing of prescriptions for patients without a formulary match.  Prescriptions Unusual and unsupported characters are now automatically replaced in prescriptions with supported alternatives. Removed the signature line from Receipt copies of prescriptions. Change Messages Removed an extra space that was included in Change messages. [Back to Top]

Jump to Section: New Features & Improvements Billing Reporting Defect Fixes Appointments Integrations Reporting   New Features & ImprovementsBillingPayer 1021 Added to helenastaffsupoverride We added a new payer to the helenastaffsupoverride setting. Update to File Exchange Process Connection Details The SFTP file name has been updated in the application's properties files. Additional Option for Use Global Setting We added an option into the Codes/Billing/Round Hour setting. ReportingUpdate to DAANES 5055 Report New forms have been linked to enable use of the DAANES 5055 Report. Added Headers to 50390 Report We added column headers to the Excel output of the 50390 Report. Updates to DEP-REM-6 Measure Report We have updated the DEP-REM-6 Measure Report to adjust calculations. New MN CCBHC Report We created a new Caseload Characteristics Report for MN CCBHC reporting requirements. Defect FixesAppointmentsAppointments Display Issue Appointments now display correctly without overlapping. IntegrationsLab Integration Fix An issue was fixed with the existing lab integration for Frazier Wellness Services. Reporting1520 Report Issue We resolved performance issues that were causing the 1520 Report to fail in loading monthly results. [Back to Top]

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 & Improvements Therapy Brands is now Ensora Health. As part of the Ensora Health rebrand, NewCrop is now known as Ensora eRx. We are excited to continue to improve your prescribing experience and a new future as Ensora eRx. References to NewCrop have been updated to read, "Ensora eRx". References to Therapy Brands have been updated to read, "Ensora Health".

New Features & Improvements Fusion is now Ensora Rehab Therapy Suite The product is now presented as “Ensora Rehab Therapy Suite” Logos and names that referenced Fusion or Therapy Brands have been replaced throughout the core Fusion app, the patient portal, and external pages (such as the check-in kiosk or emailed documents). Therapy Brands Pay is now presented as “Ensora Payments” The Teletherapy add-on is now presented as “Ensora Telehealth"

Defect Fixes Charts shrink in legacy Insights dashboard Resolved an issue that caused charts in the Legacy Insights Dashboard to shrink and disappear after initial loading. Charts will now maintain their proper dimensions and remain visible as expected. Claims able to be finalized without adjudication amounts Resolved an issue that allowed claims to be finalized if no adjudication amounts were filled in. Claims will now properly require complete adjudication information before finalization. {patient} replacement only works once per goal Resolved an issue that prevented multiple instances of the {patient} placeholder from being replaced by the patient’s name in goals. All occurrences of the {patient} placeholder will now properly populate with the patient's name.

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements Schedule Viewing a client’s recurring appointments from the agenda and a client’s appointment history page has been increased from 60 days in the future to 1 year in the future, so more of these appointments will be viewable and editable from these pages. Improvements were made on the authorization messaging within the calendar modal to always show the current appointment’s units or sessions factored into the calculation, as this was not always factored in for some scheduling scenarios. Now, this messaging will be more consistent for each type of scheduling scenario. Reports Improvements were made to the Authorization Report by Sessions and Authorization Report by Units to show authorization calculations for the entire span of the authorization, therefore increasing the previous restriction set to only calculate up to 60 days in the future. The billing provider has been added to the Payroll by Rendering Provider report. Profile & Settings We’ve updated the calendar sync instructions to remove the reference to Outlook, as it is not currently supported.  Defect Fixes Schedule Corrected an issue where when edits were made to the end time of a series that was more than 60 days in the future, those edits were not applied. Now the end time of the series will be updated as expected. For organizations using our new scheduling experience, a screen reader will now be able to read the navigation menus in the schedule views and the fields in the new appointment and appointment cancellation windows. For organizations using our new scheduling experience, an issue has been corrected where the appointment status had to be updated twice if the appointment was created in the past and then updated to a canceled status. Clients We've updated how archived clients are stored in the backend, which caused some groups to be hidden if the group contained an archived client Cases & Notes When copying a progress note from the last session on the Agenda, the session time will no longer be copied from the last progress note. It will now reflect the appointment time. Corrected an issue where the service date was occasionally displayed as the next day in the progress notes list when creating a progress note that was not linked to an appointment. Screen readers can now read all fields when adding or editing a client’s diagnosis codes. Corrected an issue where if the case name exceeded 50 characters, you couldn't add, edit, and sign progress notes, assessments, addendums, and contact logs or assign staff to the case. Progress notes will copy from the previous session as expected if the previous progress note had a duration of 0 minutes. Billing Fixed an issue where an error message appeared, and the Claims Awaiting Submission tab failed to load if an invoice line item was deleted after a claim had been submitted. Resolved an issue where diagnosis codes wouldn't load correctly for claims if the appointment was not linked to the progress note and the invoice's rendering provider wasn't assigned to the case. Dynamic Forms A line break has been added to the titles of paragraph 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. Reports Corrected an issue on the Beta Detailed Attendance report where the total hours were counted individually instead of only once for group appointments that occurred at the same time. This has been fixed, so the hours from the group appointment will only be counted once. Corrected an issue where organizations with larger amounts of data were experiencing longer run times or timeout of the Audit Notes Report. Client Portal The general Client Portal login page has been restored. This page allows clients to access their Client Portal account if they’ve forgotten your organization’s specific Client Portal login page. [Back to Top]

Jump to Section:New Features & Improvements  Defect Fixes  New Features & Improvements Schedule Viewing a client’s recurring appointments from the agenda and a client’s appointment history page has been increased from 60 days in the future to 1 year in the future, so more of these appointments will be viewable and editable from these pages. Improvements were made on the authorization messaging within the calendar modal to always show the current appointment’s units or sessions factored into the calculation, as this was not always factored in for some scheduling scenarios. Now, this messaging will be more consistent for each type of scheduling scenario. Reports Improvements were made to the Authorization Report by Sessions and Authorization Report by Units to show authorization calculations for the entire span of the authorization, therefore increasing the previous restriction set to only calculate up to 60 days in the future. Profile & Settings We’ve updated the calendar sync instructions to remove the reference to Outlook, as it is not currently supported.   Defect FixesSchedule Corrected an issue where when edits were made to the end time of a series that was more than 60 days in the future, those edits were not applied. Now the end time of the series will be updated as expected. A screen reader will now be able to read the navigation menus in the schedule views and the fields in the new appointment and appointment cancellation windows. An issue has been corrected where the appointment status had to be updated twice if the appointment was created in the past and then updated to a canceled status. Clients We've updated how archived clients are stored in the backend, which caused some groups to be hidden if the group contained an archived client Cases & Notes When copying a progress note from the last session on the Agenda, the session time will no longer be copied from the last progress note. It will now reflect the appointment time. Corrected an issue where the service date was occasionally displayed as the next day in the progress notes list when creating a progress note that was not linked to an appointment. Screen readers can now read all fields when adding or editing a client’s diagnosis codes. Corrected an issue where if the case name exceeded 50 characters, you couldn't add, edit, and sign progress notes, assessments, addendums, and contact logs or assign staff to the case. Progress notes will copy from the previous session as expected if the previous progress note had a duration of 0 minutes. Billing Fixed an issue where an error message appeared, and the Claims Awaiting Submission tab failed to load if an invoice line item was deleted after a claim had been submitted. Resolved an issue where diagnosis codes wouldn't load correctly for claims if the appointment was not linked to the progress note and the invoice's rendering provider wasn't assigned to the case. Dynamic Forms A line break has been added to the titles of paragraph 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. Reports Corrected an issue on the Beta Detailed Attendance report where the total hours were counted individually instead of only once for group appointments that occurred at the same time. This has been fixed, so the hours from the group appointment will only be counted once. Corrected an issue where the “Total Billed” and “Total Available to be Billed” columns on the Authorization report were not always calculated correctly for appointments that were further than 60 days in the future as it would show the values for all service types in the appointment irrespective of the authorization. Now these columns will be calculated correctly to only take into account the service types that are assigned to the authorization. Corrected an issue where organizations with larger amounts of data were experiencing longer run times or timeout of the Audit Notes Report. Client Portal The general Client Portal login page has been restored. This page allows clients to access their Client Portal account if they’ve forgotten your organization’s specific Client Portal login page.  [Back to Top]

Jump to Section: New Features & Improvements Defect Fixes   New Features & ImprovementsSchedule Viewing a client’s recurring appointments from the agenda and a client’s appointment history page has been increased from 60 days in the future to 1 year in the future, so more of these appointments will be viewable and editable from these pages. Improvements were made on the authorization messaging within the calendar modal to always show the current appointment’s units or sessions factored into the calculation, as this was not always factored in for some scheduling scenarios. Now, this messaging will be more consistent for each type of scheduling scenario. Reports Improvements were made to the Authorization Report by Sessions and Authorization Report by Units to show authorization calculations for the entire span of the authorization, therefore increasing the previous restriction set to only calculate up to 60 days in the future. The billing provider has been added to the Payroll by Rendering Provider report. Profile & Settings We’ve updated the calendar sync instructions to remove the reference to Outlook, as it is not currently supported.   Defect FixesSchedule Corrected an issue where when edits were made to the end time of a series that was more than 60 days in the future, those edits were not applied. Now the end time of the series will be updated as expected. A screen reader will now be able to read the navigation menus in the schedule views and the fields in the new appointment and appointment cancellation windows. An issue has been corrected where the appointment status had to be updated twice if the appointment was created in the past and then updated to a canceled status. Clients We've updated how archived clients are stored in the backend, which caused some groups to be hidden if the group contained an archived client Cases & Notes When copying a progress note from the last session on the Agenda, the session time will no longer be copied from the last progress note. It will now reflect the appointment time. Corrected an issue where the service date was occasionally displayed as the next day in the progress notes list when creating a progress note that was not linked to an appointment. Screen readers can now read all fields when adding or editing a client’s diagnosis codes. Corrected an issue where if the case name exceeded 50 characters, you couldn't add, edit, and sign progress notes, assessments, addendums, and contact logs or assign staff to the case. Progress notes will copy from the previous session as expected if the previous progress note had a duration of 0 minutes. Billing Fixed an issue where an error message appeared, and the Claims Awaiting Submission tab failed to load if an invoice line item was deleted after a claim had been submitted. Resolved an issue where diagnosis codes wouldn't load correctly for claims if the appointment was not linked to the progress note and the invoice's rendering provider wasn't assigned to the case. Dynamic Forms A line break has been added to the titles of paragraph 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. Reports Corrected an issue on the Beta Detailed Attendance report where the total hours were counted individually instead of only once for group appointments that occurred at the same time. This has been fixed, so the hours from the group appointment will only be counted once. Corrected an issue where organizations with larger amounts of data were experiencing longer run times or timeout of the Audit Notes Report. Client Portal The general Client Portal login page has been restored. This page allows clients to access their Client Portal account if they’ve forgotten your organization’s specific Client Portal login page. [Back to Top]

Version 2.50See the option to download the complete list at the bottom of the article. Jump to Section:Improvements & Defect Fixes Administration Billing Clinical FormLab Forms Medication Management Reporting System  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.   Improvements & Defect FixesAdministrationPROS - User Permissions In Administration > Users > Access Level (first tab) > User Permissions, we have updated User Permissions to hide the PROS Check-In/Check Out screens, ensuring they are no longer visible.  BillingPROS Updates In Setup > Billing/Program Defaults > PROS tab, the Time Exclusion Grid was removed and the PROS Unit Conversion Chart was hid to ensure accurate calculations based solely on offsite services. Updates were made to the unit calculation for PROS billing. Offsite unit now count as two units instead of one, with a daily maximum of 10 units. This change applies to both CRS and Add-On components for accurate billing tiers. In Day to Day > My Billing > PROS tab, we removed the Check-In Duration, Check-In Details, and Adjusted Check-In Time columns from the PROS tab. These columns are hidden in the UI, but remain in the database for record keeping purposes. Billing units are now correctly displayed on the add on procedure in Charge Entry, even when no CS base tier is met, ensuring accurate reporting and billing. The tooltips were updated to clarify column information in My Billing. The printing format of the PROS tab in My Billing has been updated to reflect recent changes in column names and added new columns. There are now abbreviated headers to fit more information within limited space, ensuring the printed view accurately represents the on-screen data for better usability. Scheduled Appointment Call List Report We have resolved an issue in the Scheduled Appointment Call List Report where refunded unapplied payments were not reflected, causing incorrect credit balances. The report logic has been updated to ensure consistency between the report and the ledger. 837 Amounts Issue An issue was resolved that was causing Medicaid claims to be denied due to out-of-balance charges from discrepancies in charge amounts. Claims now correctly pull charge amounts, preventing denials and ensuring accurate billing. 837 - Loop 2400 Fix We fixed the 837 Loop 2400. Insurance Procs Overridden now reflects the changed to Procedure Customary Amount.  My Billing Error We fixed an Index out of range error in My Billing that occurred when unselecting an insurance during test batch processing. Insurances can now be unselected without triggering the error.  ClinicalPROS - Update Check-In/Check-Out Screens Check-In/Check-Out has been removed from Clinic Options. Patients no longer need to check in/out for accurate billing and charge creation.  Clinical Documentation Minutes Fix We fixed an issue with Clinical Documentation minutes not pulling into billable services. Now, if the Duration field does not populate correctly, an alert triggers, preventing incorrect saves and ensuring accurate billing. Update to Chart Details Chart Details is updated to include optional fields for Preferred Name and Pronouns. Preferred Name appears next to First Name if entered, and Pronouns are displayed if added. This enhancement improves user personalization and data accuracy.   FormLabBillable Progress Notes We fixed an issue with billable progress notes in FormLab being incorrectly prefilled with previous visit narratives. The logic is updated to respect the "Do not prefill from previous version" flag. My Billing - Secondary Signatures An issue was fixed with secondary signatures not displaying on FormLab progress notes in My Billing. This update ensures all required signatures are shown, improving compliance and documentation accuracy. Alias Field Issue An issue was resolved with Alias 1 and Alias 2 fields in FormLab forms not prefilled from Patient Details. The database script is updated to ensure these fields are correctly populated.  FormsMH Progress Note - Overlapping Notes Issue We fixed a defect where overlapping notes in the MH Progress Note form could be signed despite hard stops being set. The query logic was adjusted to prevent this.  Clinical Document Headers We have updated clinical document headers to include Preferred Name and Pronouns. Preferred Name appears next to First Name is entered, and Pronouns are displayed if added. The "Gender" label was changed to "Sex" where applicable.   Medication ManagementMedication Dispensing Admin - Pre-Pour Inventory In Administration > Medication Dispensing Admin, we fixed an issue with the Pre-Pour Inventory radio button that was causing errors when dispensing pre-pours on past dates. Now, pre-pours can be documented accurately without pump communication errors. MAT Inventory Issue We fixed an issue with multiple inventory rows for a single bottle number in MAT inventory. Now, only one row per bottle number is allowed, ensuring accurate tracking. Updated Medication Dispensing Screen The Medication Dispensing screen has been updated to include Preferred Name and Pronouns. Preferred Name is displayed below DOB, Pronouns follow Preferred Name, and SSN is moved up to the row with MRN and DOB. Bottle Transactions Fix We fixed an issue with bottle transactions (Audit Add, Audit Remove, Transfer) being successful without unsealing the bottle. The audit table has been enhanced to ensure unsealing action is recorded before transactions, improving accuracy and compliance.  ReportingCar Fare Reimbursement Patient List Report Update The Car Fare Reimbursement Patient List Report has been corrected to include Suboxone bundle code G2068 in the summary procedure list, ensuring accurate reporting of service dates. Pre Phone Intake Referent Report The FL_PS3 form was added to the Pre Phone Intake Referent Report. The report now includes Program, Location, Referred By, F/U Contact, and Creation Date fields.  Caseload Report Inactive users have been added to the Caseload Report, enabled viewing of historical chart caseloads and enhancing report utility. PROS Services Report The PROS Services Report has been updated to remove Check-In/Check-Out lines and descriptions about Progress Notes outside these periods. The Check-In/Check-Out option has been removed from the Expand Details to Level dropdown field, ensuring accurate reporting without unnecessary details. UDS Report We fixed an issue with the UDS Report not aligning with the Practice Stats by Diagnosis Report. The UDS Report now correctly filters patients based on Diagnosis Source and Primary Diagnosis settings, ensuring accurate patient counts and visit data.  Practice Stats - By Diagnosis Report When the Diagnosis Source filter is set to Visit/Charge Entry screen and Show Only Primary Diagnosis is set to Yes, the report will only show patients with their correct primary diagnosis. Amount Dispensed and Administered Field Issue We fixed an issue where the Account dispensed and administered this month field did not display "0" when no data was recorded. This update ensures accurate reporting for medication dispensation and administration, improving data integrity.  SystemeCR University to Knowledge Base All "eCR University" references have been changed to "Knowledge Base" and updated to point to Support Articles by default.  To download the full list of release items: Release Items April 2025 Version 2.50 (Complete List) [Back to Top]