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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Oklahoma Nurse Practitioners Nurse Practitioners set up with full prescribing rights will now display “Independent Rx Authority” on each prescription. Territory Controlled Substances EPCS is now available for all US territories. Primary DEA The user’s primary DEA is now validated when signing up for EPCS. California Printed Rx Refills are now properly displayed on California format prescriptions. Leave for Doctor Corrected a bug that could prevent Leave for Doctor from properly assigning the prescriptions to the selected doctor. Stripe Payments Corrected an issue that could prevent the Subscription End Date from updating following a Stripe payment for EPCS. [Back to Top]

PortalUnable to Scroll through Annotations We resolved an issue where users were unable to scroll through annotations if the list extended beyond the visible screen area. Target List Server Error when Filtering A server-side exception occurred when filtering for Mastered Targets within the Target List. This has been corrected to ensure reliable filter execution. Task Analysis Steps Intermittently not Syncing to Mobile Application We resolved an intermittent issue where Task Analysis steps were not reliably syncing to the mobile application. Updates now sync as expected, ensuring that step changes and progress data remain accurate and consistent across devices. [Back to Top]

Defect Fixes First name missing from Teletherapy Scheduled email Teletherapy Scheduled emails now correctly include the contact’s first name in the greeting. Previously, the greeting omitted the name and displayed “Hi,”. The email now displays “Hi firstname,” using the patient’s first name or nickname when available when the contact is set to Self. Field descriptions not updated in new Insights for Insurance History Field descriptions in the new Insights reports are now correctly updated for Insurance History. Previously, the report field list displayed outdated descriptions. Recorded Account Payments Showing Reference and Method with Same Value Receipts generated from account payments in the system now display the correct payment method. Previously, the receipt showed the value entered in the Reference field as the payment method. Payment Method Not Reflected for Checkout Account Payments ​​​​​​​Payment methods are now correctly reflected when collecting account payments via checkout on the schedule. Previously, the payment method was either not shown for account payments or incorrectly displayed the copayment method when both a copayment and an account payment were collected. Quick Discharge Does Not Delete All Future Appointments ​​​​​​​Quick Discharge now removes all future visits for each selected case, even when a client has multiple cases with different services. Previously, one case’s future visits could remain on the calendar after discharge. [Back to Top]

 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSystem-wide CSV and PDF download performance across the application has been improved. If a download takes more than a few seconds, it will automatically continue in the background so you can keep working without interruption. You will receive an email and in-app alert with a ready-to-download link once it is complete. NOTE: We are releasing this feature in stages, so if you do not notice any changes, you will see this in a future release. Schedule We are continuing to roll out our improved scheduling experience. If you do not see these updates yet, they will be available to you in the coming months. Our new scheduling experience includes: Refreshed schedule page with a modern layout and consistent controls. Redesigned appointment modal with quick client creation and enhanced telehealth scheduling. New organization cancellation policy to enforce cancellation rules and collect revenue for canceled and no-show appointments.  Watch the recorded Scheduling Optimization webinar for more information:   Webinar: Schedule Optimization We improved load times when adding availability, which was sometimes slower to open the modal.  Clients ​​​​​​​For organizations subscribed to the AI Session Assistant add-on, a new AI Recording Consent field is now available for all clients.  The new field appears in a dedicated AI Session Assistant section. Providers can select one of three options: No consent recorded (default): The provider will be prompted to obtain consent before each recorded session. Yes - client consents: Client consent is documented and will not be requested again unless the consent status changes. No - client does not consent: Session recording is disabled and cannot be enabled for this client. Any updates to the AI Recording Consent field are automatically logged in the activity log. The Client Details page has been redesigned for speed and simplicity. Active and archived forms now have client information is highlighted at the top for quick action. These updates are designed to streamline your workflow and improve navigation across the application. NOTE: This feature is rolling out in phases, so you may have already received this update. Dynamic Forms ​​​​​​​Users can now delete dynamic forms even when they contain entered data, as long as no signed or approved instances exist. Before deleting, you will see which clients have data on the form so you can make an informed decision. Payment Processing ​​​​​​​We updated the Knowledge Hub link shown to those who are not using our payment services when accepting a payment from the ledger. It now redirects to our Ensora Payments page on the main website so you can get more information about this service.  Organization ​​​​​​​We updated the Knowledge Hub link on the AI Session Assistant tab under Manage Subscriptions. The link for Workflow Video and Article will now direct to the article in the Experience Hub. [Back to Top]   Defect FixesBilling ​​​​​​​Corrected an issue where the client ledger could not be opened after deleting an appointment that had a prepayment recorded. With this update, when an appointment is marked as Prepay, users can record the payment, delete the appointment if needed, and still successfully open the client ledger to view the recorded payment—provided Allow Prepay on Appointments is enabled in Organization > Settings > Profile tab.  [Back to Top]

System-wide CSV and PDF download performance across the application has been improved. If a download takes more than a few seconds, it will automatically continue in the background so you can keep working without interruption. You will receive an email and in-app alert with a ready-to-download link once it is complete. Schedule We improved load times when adding availability, which was sometimes slower to open the modal.  Dynamic Forms ​​​​​​​Users can now delete dynamic forms even when they contain entered data, as long as no signed or approved instances exist. Before deleting, you will see which clients have data on the form so you can make an informed decision. Billing ​​​​​​​Corrected an issue where the client ledger could not be opened after deleting an appointment that had a prepayment recorded. With this update, when an appointment is marked as Prepay, users can record the payment, delete the appointment if needed, and still successfully open the client ledger to view the recorded payment—provided Allow Prepay on Appointments is enabled in Organization > Settings > Profile tab. 

System-wide CSV and PDF download performance across the application has been improved. If a download takes more than a few seconds, it will automatically continue in the background so you can keep working without interruption. You will receive an email and in-app alert with a ready-to-download link once it is complete. Schedule We improved load times when adding availability, which was sometimes slower to open the modal.  We have resolved an issue where changing an event to a client appointment attached to an expired authorization did not trigger the required validation. The system now correctly prevents saving an appointment when the associated authorization has expired. Dynamic Forms ​​​​​​​Users can now delete dynamic forms even when they contain entered data, as long as no signed or approved instances exist. Before deleting, you will see which clients have data on the form so you can make an informed decision. Billing ​​​​​​​Corrected an issue where the client ledger could not be opened after deleting an appointment that had a prepayment recorded. With this update, when an appointment is marked as Prepay, users can record the payment, delete the appointment if needed, and still successfully open the client ledger to view the recorded payment—provided Allow Prepay on Appointments is enabled in Organization > Settings > Profile tab. 

eRx ApplicationEPCS Enhancements The Grant/Revoke page now includes a notice explaining common reasons that a prescriber may not be listed, such as an invalid DEAN. EPCS reports now default to two years, compliant with DEA requirements. For deeper investigations, please contact Ensora support. Login Behavior Corrected an issue that could cause the obsolete Picklist value to block connections to eRx. In-House Pharmacies Corrected a bug that could prevent EPCS transmission to in-house pharmacies. [Back to Top]  Customer Maintenance PortalDoctor Lookup Doctor search may be performed with an SPI. Prescriber Display Primary DEAN is now listed on the top-level view for each prescriber. Daily Script Report The drug schedule has been added to the Daily Script Report. [Back to Top]

Family Means Fixed an issue where deductible and copay adjustments were not included in the payments balance. Meridian Behavioral Healthcare Fixed an issue where the Add Payer window attempted to close when selecting a Payer ID with more than one payer version. Mental Health Systems Fixed an issue where no-show and cancelled appointments were not being caught by the audit-ready note check. Transformation House Codes with a $0 rate no longer travel on claims. Occurrence Code Added '55' as an option for Occurrence Code. Create Procentive standard 245D form set     The new Procentive standard 245D (Home and Community-Based Services) form sets for Basic and Intensive Services are now available in the Clinical Documents Sandbox.   [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsCustom Assessment Sections Users can now create and use clinic‑specific assessment sections to better match how they document care. Custom Assessment Sections make evaluations more relevant and tailored to a clinic’s unique approach. What is included: A new Assessment Sections area is available under Evaluations in Admin Ability to import existing team‑created sections Easy copying of sections for quick editing Support for clinic‑created or team‑defined categories Clearer section headings in evaluation templates What has changed from Team Assessment Sections: Custom sections are restricted to the clinic that creates them The +Section button in the Team area has been renamed to +Form Any heading added to a form will now display in the form’s header bar Inbound Faxing The system now supports inbound faxing, allowing clinics to receive and manage faxes directly within the platform. Incoming faxes can be viewed, organized, and assigned to patients—reducing manual steps and improving document workflows. Clinics can use dedicated inbound fax numbers, control who can manage faxes, and assign faxes to existing or new patients from a centralized fax queue—making it easier to keep patient records complete and up to date. See Inbound Faxing for more information. [Back to Top]   Defect FixesDocument Counts Not Updated Via Kiosk When an appointment is checked in via the kiosk, document counts on the schedule and Documents tab now update correctly. Previously, newly created notes did not refresh these counts; they are now updated automatically as part of the check-in process. Authorization Reminders X left Within Y Days  Visit‑based authorization reminders now trigger correctly when remaining visits reach zero. Previously, reminders did not fire if the remaining visit count was exactly 0; they now trigger as expected when zero visits are left within the configured time frame. Intake Forms Not Reflecting Spaces Line breaks in description fields on fillable intake forms are now preserved when previewing or printing. Previously, blank lines were removed in the rendered document; the layout now correctly retains all new lines as entered. Single Visit with Multiple Processed Co-Payments An issue that allowed a co‑payment to be collected more than once has been resolved. Payment processing now correctly prevents duplicate co‑payments, ensuring only a single co‑payment is recorded per visit. Users will see a notification that a payment is being processed if they attempt to record another payment. [Back to Top]