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

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

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

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

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

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

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

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

Jump to Section:New Features & Improvements Defect Fixes  New Features & Improvements  Billing  You now have the ability to assign multiple rendering providers under a client's insurance details. These providers can be automatically populated into the Rendering Provider dropdown when creating invoices, based on routing specific providers to certain service types. This will be beneficial for organizations offering multiple services to the same client as it will streamline the invoice creation process. Learn More: Set Default Rendering Provider for Client  Schedule For organizations on our new scheduling experience, when adding a new client or group from the appointment modal, the form now opens on top of the modal to keep your workflow more focused. We’ve updated the appointment modal so that the availability warning banner no longer appears when changing an appointment’s status to “Kept” or a canceled status. This ensures you only see relevant alerts and helps reduce unnecessary distractions. You can now use the Enter or Return key to turn the Repeat toggle on when it’s focused while creating or editing an appointment. For organizations using the new scheduling experience, you can now create a progress note for an individual client appointment right from the calendar. Simply click to edit the appointment, and you’ll see a new Progress notes section at the bottom of the modal. Cases & Notes  If you’ve set a default note template, it will load automatically when creating a progress note, saving you time. You can still switch templates from within the note if needed. You can now save a draft of a progress note without completing all required fields. However, all required fields must be filled out before you can sign or submit the note. For short-answer fields with data validation (such as numeric or email fields), the correct data type must be entered if any data has been added to that field—even when saving as a draft. The option to apply edits to all group members is now always available for group progress notes linked to appointments.   Defect Fixes Schedule We’ve made accessibility updates to improve the experience when using a screen reader. You can now: Navigate and interact with the Agenda view selector Change the status of an appointment via the Tab key on the Agenda Use the Add Progress Note dropdown on the Agenda We resolved an issue where the Save button became disabled when creating a full-day repeating appointment. Corrected an issue when a monthly recurring appointment series is being created for a service type that was tied to an authorization, the authorization informational banner would disappear at times and state that no authorization was available. This has been fixed so that the correct authorization calculation message will show if creating a new monthly recurring series.  Corrected an issue where appointments that were scheduled outside of your calendar viewing preferences for certain time zones were still being shown on the monthly calendar view. When clicking on these appointments, they would disappear from the calendar until a refresh occurred. This has been fixed so these appointments will not show on the monthly calendar view when they are outside of your calendar viewing preferences.   Corrected an issue where when a signed group note was added without any link to an appointment attached, then the edit status option was disabled on the appointment history page for appointments more than 60 days in the future. This has been fixed so that this scenario will no longer cause the edit status button to be disabled.   Corrected an issue where appointments part of a recurring series were being duplicated for some future appointments. This has been fixed so that these appointments will not be duplicated in the future. The performance on the Agenda page was improved for those that were experiencing very long loading times. Now the agenda page should load as expected without this additional latency.   We resolved an issue where the Intake Date was not showing on the Client List after a prospective client was made active. Cases & Notes We solved an issue where progress notes were not visible in the list of progress notes if the staff assigned to the progress notes as a provider was deactivated Staff We have fixed an issue in the Active Staff Members section where the last few pages weren’t visible due to the page numbers were running off the screen. Billing Corrected an issue where some insurance authorizations that were in the past were still showing as Active for some. This has been fixed so that the statuses reflect as Expired as expected.   System-Wide We fixed an issue where editing a staff profile could unintentionally turn off single sign-on (SSO). SSO settings will now remain intact when making updates to a profile. Client Portal A line break has been added to the titles of form elements when viewing the PDF of an intake form. Previously, long titles aligned to the left would push client responses to the far right margin, making them harder to read. We resolved an issue where responses to multi-select questions were not displaying if form titles were left-aligned. All selected responses now appear as expected. Corrected an issue where clients who had completed their intake setup encountered an error when attempting to sign intake forms. This prevented completion of required documentation. Intake forms can now be signed successfully without error. Payment Processing Corrected an issue where you couldn’t navigate to another page of results when working in Batch Payment History. [Back to Top]

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.

Version 3.69 Jump to Section: New Features & Improvements Defect Fixes Download List  REMINDER: To schedule an update to the latest version, please contact Support to submit a request. 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.  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. [Back to Top]   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.   Download ListTo download the complete list of release items: Release Items April 16, 2025 Version 3.69 [Back to Top]