New Features & ImprovementsAI Session Assistant Fusion is introducing AI Session Assistant; a strategic add-on designed to close the AI capability gap and enhance clinician workflows. This feature enables clinicians to record sessions or dictate notes, which are then converted into structured clinical documentation, such as daily notes and evaluations, directly within Fusion. By reducing manual entry and streamlining documentation, AI Session Assistant improves efficiency and productivity. See the following articles for more information: Get Started with AI Session Assistant Admin: Enable AI Session Assistant  Generate Notes with AI Session Assistant NOTE: AI Session Assistant will only be available to clinics enrolled in the associated beta program until general availability in early 2026. [Back to Top] 

Staff     The permission to Add, Edit, and Archive Dynamic Forms has been moved from the Therapist role to Default Permissions. Admins and Org Admins now have this permission by default, and Therapists retain it only if it was previously assigned. This update resolves issues where admins could not create or modify forms and gives teams more flexibility in managing form access. Clients     Corrected an issue in the new Client details experience, where the “Other” fields did not allow additional information to be entered for the following sections: Gender Identity, Sexual Orientation, Race, Religion, and Preferred Language. Now, selecting “Other” displays a text field to enter additional information. Cases & Notes     Clicking Add Progress Note from the Missing Progress Notes report now opens a case selection window as expected when a client has multiple cases. Previously, the button redirected to the Client > Notes page. [Back to Top]

Staff     The permission to Add, Edit, and Archive Dynamic Forms has been moved from the Therapist role to Default Permissions. Admins and Org Admins now have this permission by default, and Therapists retain it only if it was previously assigned. This update resolves issues where admins could not create or modify forms and gives teams more flexibility in managing form access. Support Center    The ‘Give feedback’ and ‘Suggest a feature’ links under the support center and in staff preferences have been removed as the links to these idea portals will no longer be active. Clients     Corrected an issue in the new Client details experience, where the “Other” fields did not allow additional information to be entered for the following sections: Gender Identity, Sexual Orientation, Race, Religion, and Preferred Language. Now, selecting “Other” displays a text field to enter additional information. Cases & Notes Clicking Add Progress Note from the Missing Progress Notes report now opens a case selection window as expected when a client has multiple cases. Previously, the button redirected to the Client > Notes page. For Ensora Data Collection users, the Edit Progress Note link on the Appointment window now correctly displays as Signed when the imported note includes a signature. Previously, it incorrectly showed Not Signed even when a signed note existed. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsClients     The Client Details page has been redesigned for speed and simplicity. Active and archived forms now have separate tabs to reduce clutter, and key client information is highlighted at the top for quick action. These updates are designed to streamline your workflow and improve navigation across the app.  NOTE: This feature is being rolled out in phases, so if you do not see this update yet, you will receive it in a future release.  Cases & Notes     We have renamed the Ensora AI add on to AI Session Assistant to better represent the feature’s purpose and capabilities. You will see this new name reflected across the platform, including in subscription settings, alerts, and welcome emails. As part of this change, the progress note template used for documenting recorded sessions has also been renamed to “AI Session Summary”. Staff     The permission to Add, Edit, and Archive Dynamic Forms has been moved from the Therapist role to Default Permissions. Admins and Org Admins now have this permission by default, and Therapists retain it only if it was previously assigned. This update resolves issues where admins could not create or modify forms and gives teams more flexibility in managing form access. Support Center     The ‘Give feedback’ and ‘Suggest a feature’ links under the support center and in staff preferences have been removed as the links to these idea portals will no longer be active. Emails We have updated our email vendor to improve reliability. While delivery should remain uninterrupted, please check your spam folder if you do not see an expected message. Staff will now receive emails from @mgn.theranest.com, and clients may receive emails from @mgn.theranest.com and @mgn.mytheranest.com. [Back to Top]   Defect FixesClients     In the new Client Details experience, selecting Other for Gender Identity, Sexual Orientation, Race, Religion, or Preferred Language now displays a text field for entering additional information. Previously, these fields did not allow entry. Cases & Notes     Clicking Add Progress Note from the Missing Progress Notes report now opens a case selection window as expected when a client has multiple cases. Previously, the button redirected to the Client > Notes page. [Back to Top]

 eRx ApplicationCompounds Maintenance Corrected a bug that could duplicate the compound drug list via double click. Sig Builder The Best Practices link has been updated. DEA validation ​​​​​​​DEAN is now automatically trimmed to avoid validation errors. Suffix ​​​​​​​PMHNP is now supported as a codified suffix. [Back to Top]  Customer Maintenance PortalPrescriber view ​​​​​​​Removed duplicate row displays for a single location. Inactive prescribers are now shown in italics. Doctor Lookup ​​​​​​​The individual doctor’s EPCS provider is now displayed, rather than the account’s EPCS provider. Bulk Registration ​​​​​​​​​​​​​​A spinner is now displayed while registrations are being processed. [Back to Top]

Jump to Section: New Features & Improvements Defect Fixes New Features & ImprovementsTelehealth Speaker View & Grid View Toggle Users can now switch between Speaker View and Grid View during an active telehealth session. This allows flexibility to focus on the active speaker or view all participants, based on user preference during the session. [Back to Top]   Defect Fixes Revoked Emails Status Column When an invoice or document is sent via email and is revoked, the correct status now displays in the Status column. Telehealth Mute/Unmute (iOS) Fixed an issue where iOS users were unable to reliably mute or unmute participants when using the three‑dot menu and sidebar options interchangeably. Users can now mute or unmute another participant from either option, regardless of the order in which the actions are performed. [Back to Top]

Defect Fixes Graph Display Issue in “Trial by Prompts” Resolved a defect where removing or deselecting a Prompt Code caused a broken image icon to appear when using the “Trial by Prompts” graph for DTT targets.  SOAP Note Text partially cut off when too many Multi-Select Choices Selected Fixed an issue where SOAP note text was truncated when a large number of multi-select options were selected; all text now remains visible. Trial Number Ordering for Interval Data Fixed an issue where the Trial Number column for Whole/Partial Interval data in the web portal displayed out of order instead of sequentially.  Behavior Annotation Popup Alignment Fixed a UI bug where “Edit” and “Delete” were pushed off-screen when Behavior Annotation label characters exceeded the width of the pop-up. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & ImprovementsClient Portal New clinical documentation templates have been added to the Intake form section for new accounts created after this release or for those on the Ensora Essentials plan. These include the NICHQ Vanderbilt Assessment Follow-Up Parent Informant and the BDI form. Existing customers already have those forms under the Archived Dynamic Forms tab, which you can copy as an intake form if needed. All accounts will also now see a new template of the DASS-42 form available. Dynamic Forms A new multi-use case form, the DASS-42, is now available as an optional template under Dynamic Forms. Accounts created before this release will find it in the Archived tab, while new accounts will have it active by default. Similarly, the PIE, DAP, and BIRP progress note templates are archived for existing accounts and active for new accounts created after this release.  Schedule Performance improvements were made to the Agenda page to speed up load time for the page, particularly for larger organizations.  Clients ​​​​​​​We have added new protections to SMS messaging in the Reminders Log to help prevent malicious message activity. When a temporary limit is reached, a notification will prompt you to wait a few minutes before trying again. Billing ​​​​​​​The automatic cancellation policy now auto-populates any amount entered in the seeded canceled service type field when the fee is not waived. Previously, the fee appeared blank even if an amount was entered at the service type level, and would require reentry. The same improvement applies to the canceled, no-show, and late cancel seeded service types for those not using the automatic cancellation policy. The workflow for creating invoices from group appointments has been improved. Instead of being redirected to the wrong ledger tab, you will now be redirected to the Recent 30 Days tab only if the invoice’s service date falls within that period; otherwise, you will be sent to the All tab to locate the invoice. Organization ​​​​​​​The email verification banner shown to those that are in a free trial will now reflect clearer wording and our updated design system. Client Portal ​​​​​​​Error messaging has been updated for clients attempting to register on the client portal with an email already in use. Instead of revealing the email status, messaging has been revised to state that an error has occurred and directs the client to contact the organization for assistance. The client portal link that previously redirected to the Knowledge Hub was updated has been updated to a new link that directs clients to a more comprehensive, client-specific support section for additional assistance. [Back to Top]   Defect FixesSchedule Resolved an issue preventing scrolling on scheduling and agenda pages for certain mobile devices, operating systems, or browsers. Scrolling now works as expected. Fixed a validation error that appeared when a required cancellation fee field was blank, even after switching to a fee-waived status. The error no longer blocks saving. Improved appointment dragging on the schedule so start and end times update dynamically as you drag. Addressed a problem where filtered-out clients still appeared on the calendar. They now disappear when excluded by filters. Corrected an issue where applying a cancellation status to series appointments more than 60 days ahead failed. Status changes now apply correctly. Fixed agenda loading for staff with limited client permissions when navigating beyond 60 days. Agendas now load as expected. Corrected an issue where appointments created from the Client profile displayed incorrectly when a user’s local time and organization time zones differed causing a 25 hour appointment duration, instead of 1 hour. Durations now display accurately. Clients Restored household information fields on the client details page for those using the new navigation experience. Previously entered data remains intact. Fixed truncated form names in the “More” menu for organizations with many dynamic forms. All forms are now accessible. Corrected an issue where referral field values were reset and could not be saved. Existing values are restored, and new entries save properly. Cases & Notes Made treatment plan fields, including “Add goals,” fully accessible to screen readers. Reports Ensora payments report PDFs now display only selected fields and columns instead of defaults. Adjusted report tables (e.g., payroll data export, invoice aging, detailed attendance legacy) to fit within margins for easier viewing. Organization For active client plans, cancelling a staff member’s telehealth subscription will automatically end their Ensora AI subscription. Previously, Ensora AI appeared cancelled in the application, but remained active. Profile & Settings ​​​​​​​Calendar preference updates now save and apply correctly. Added support for the 686 area code to ensure accurate phone number storage. Support Center Fixed an issue where the support chat widget did not appear after selecting “Chat with Support”. The widget will now display as expected.  Payment Processing Updated error messaging for failed batch payments to be clearer and generic. Fixed rare cases where payments appeared successful without a valid payment method. Payments now post only when truly successful. Corrected an issue where the window for one-time payment links sent to clients included a checkbox to save the payment method, which is not allowed. This option was removed from the one-time payment workflow to prevent confusion. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & ImprovementsClient Portal New clinical documentation templates have been added to the Intake form section for new accounts created after this release or for those on the Ensora Essentials plan. These include the NICHQ Vanderbilt Assessment Follow-Up Parent Informant and the BDI form. Existing customers already have those forms under the Archived Dynamic Forms tab, which you can copy as an intake form if needed. All accounts will also now see a new template of the DASS-42 form available. Dynamic Forms A new multi-use case form, the DASS-42, is now available as an optional template under Dynamic Forms. Accounts created before this release will find it in the Archived tab, while new accounts will have it active by default. Similarly, the PIE, DAP, and BIRP progress note templates are archived for existing accounts and active for new accounts created after this release.  Schedule Performance improvements were made to the Agenda page to speed up load time for the page, particularly for larger organizations.  Clients ​​​​​​​We have added new protections to SMS messaging in the Reminders Log to help prevent malicious message activity. When a temporary limit is reached, a notification will prompt you to wait a few minutes before trying again. Billing ​​​​​​​The automatic cancellation policy now auto-populates any amount entered in the seeded canceled service type field when the fee is not waived. Previously, the fee appeared blank even if an amount was entered at the service type level, and would require reentry. The same improvement applies to the canceled, no-show, and late cancel seeded service types for those not using the automatic cancellation policy. The workflow for creating invoices from group appointments has been improved. Instead of being redirected to the wrong ledger tab, you will now be redirected to the Recent 30 Days tab only if the invoice’s service date falls within that period; otherwise, you will be sent to the All tab to locate the invoice. Organization ​​​​​​​The email verification banner shown to those that are in a free trial will now reflect clearer wording and our updated design system. System-wide ​​​​​​​We have updated the email vendor used to send emails to you and your clients. Delivery should continue without interruption, though in rare cases emails may land in spam folders. Please check there if you do not see an expected message. Client Portal ​​​​​​​Error messaging has been updated for clients attempting to register on the client portal with an email already in use. Instead of revealing the email status, messaging has been revised to state that an error has occurred and directs the client to contact the organization for assistance. [Back to Top]   Defect FixesSchedule Resolved an issue preventing scrolling on scheduling and agenda pages for certain mobile devices, operating systems, or browsers. Scrolling now works as expected. Fixed a validation error that appeared when a required cancellation fee field was blank, even after switching to a fee-waived status. The error no longer blocks saving. Improved appointment dragging on the schedule so start and end times update dynamically as you drag. Addressed a problem where filtered-out clients still appeared on the calendar. They now disappear when excluded by filters. Corrected an issue where applying a cancellation status to series appointments more than 60 days ahead failed. Status changes now apply correctly. Fixed agenda loading for staff with limited client permissions when navigating beyond 60 days. Agendas now load as expected. Corrected an issue where appointments created from the Client profile displayed incorrectly when a user’s local time and organization time zones differed causing a 25 hour appointment duration, instead of 1 hour. Durations now display accurately. Clients Restored household information fields on the client details page for those using the new navigation experience. Previously entered data remains intact. Fixed truncated form names in the “More” menu for organizations with many dynamic forms. All forms are now accessible. Corrected an issue where referral field values were reset and could not be saved. Existing values are restored, and new entries save properly. Cases & Notes Made treatment plan fields, including “Add goals,” fully accessible to screen readers. Reports Ensora payments report PDFs now display only selected fields and columns instead of defaults. Adjusted report tables (e.g., payroll data export, invoice aging, detailed attendance legacy) to fit within margins for easier viewing. Profile & Settings ​​​​​​​Calendar preference updates now save and apply correctly. Added support for the 686 area code to ensure accurate phone number storage. Payment Processing Updated error messaging for failed batch payments to be clearer and generic. Fixed rare cases where payments appeared successful without a valid payment method. Payments now post only when truly successful. Corrected an issue where the window for one-time payment links sent to clients included a checkbox to save the payment method, which is not allowed. This option was removed from the one-time payment workflow to prevent confusion. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes  New Features & ImprovementsSchedule Performance improvements were made to the Agenda page to speed up load time for the page, particularly for larger organizations.  Clients We have added new protections to SMS messaging in the Reminders Log to help prevent malicious message activity. When a temporary limit is reached, a notification will prompt you to wait a few minutes before trying again. Billing ​​​​​​​The automatic cancellation policy now auto-populates any amount entered in the seeded canceled service type field when the fee is not waived. Previously, the fee appeared blank even if an amount was entered at the service type level, and would require reentry. The same improvement applies to the canceled, no-show, and late cancel seeded service types for those not using the automatic cancellation policy. The workflow for creating invoices from group appointments has been improved. Instead of being redirected to the wrong ledger tab, you will now be redirected to the Recent 30 Days tab only if the invoice’s service date falls within that period; otherwise, you will be sent to the All tab to locate the invoice. Organization ​​​​​​​The email verification banner shown to those that are in a free trial will now reflect clearer wording and our updated design system. [Back to Top]   Defect FixesSchedule Resolved an issue preventing scrolling on scheduling and agenda pages for certain mobile devices, operating systems, or browsers. Scrolling now works as expected. Fixed a validation error that appeared when a required cancellation fee field was blank, even after switching to a fee-waived status. The error no longer blocks saving. Improved appointment dragging on the schedule so start and end times update dynamically as you drag. Addressed a problem where filtered-out clients still appeared on the calendar. They now disappear when excluded by filters. Corrected an issue where applying a cancellation status to series appointments more than 60 days ahead failed. Status changes now apply correctly. Fixed agenda loading for staff with limited client permissions when navigating beyond 60 days. Agendas now load as expected. Corrected an issue where appointments created from the Client profile displayed incorrectly when a user’s local time and organization time zones differed causing a 25 hour appointment duration, instead of 1 hour. Durations now display accurately. Clients Restored household information fields on the client details page for those using the new navigation experience. Previously entered data remains intact. Fixed truncated form names in the “More” menu for organizations with many dynamic forms. All forms are now accessible. Corrected an issue where referral field values were reset and could not be saved. Existing values are restored, and new entries save properly. Cases & Notes Made treatment plan fields, including “Add goals,” fully accessible to screen readers. Reports Ensora payments report PDFs now display only selected fields and columns instead of defaults. Adjusted report tables (e.g., payroll data export, invoice aging, detailed attendance legacy) to fit within margins for easier viewing. Organization Fixed missing validation alerts on some devices, for overlapping mileage rate dates in payroll. The error now displays properly to help you correct the issue. Profile & Settings ​​​​​​​Calendar preference updates now save and apply correctly. Added support for the 686 area code to ensure accurate phone number storage. Payment Processing Updated error messaging for failed batch payments to be clearer and generic. Fixed rare cases where payments appeared successful without a valid payment method. Payments now post only when truly successful. Corrected an issue where the window for one-time payment links sent to clients included a checkbox to save the payment method, which is not allowed. This option was removed from the one-time payment workflow to prevent confusion. [Back to Top]

 Jump to Section:New Features & Improvements eRx Application Customer Maintenance Portal Defect Fixes eRx Application  New Features & ImprovementseRx ApplicationUser Feedback Group The User Feedback Group has filled, and we are not seeking additional users at this time. Thank you for your participation! Staff Review Improved support for staff entering notes on renewal or change requests to better inform prescribers of updates.  Customer Maintenance Portal2FA Login ​​​​​​​The signing device will now be remembered and defaulted upon connection. Pharmacy Lookup ​​​​​​​The layout display has been updated to be consistent with the Prescriber view. Display Results ​​​​​​​Pharmacy search results now default to 25 rows. Provider view display results now default to 25 rows. Active Prescriber Report ​​​​​​​A new report has been added to the account view, allowing generation of a report of all active prescribers within the account.  [Back to Top]  Defect FixeseRx ApplicationChange Requests Corrected a bug that could prevent answering Change requests for compound drugs. Add Pharmacy ​​​​​​​Corrected a bug that could prevent the Add Pharmacy modal from displaying on the Transmit page. Stripe Payment ​​​​​​​Corrected an issue that could cause the eRx subscription end date not to update following a successful payment.  [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & Improvements Stripe Integration Users can now save a credit card without processing a payment. Compliance  Added the "HSS Housing Stabilization Services" program to the Minnesota Medical Assistance Program dropdown. Added additional codes to the list allowed to travel with 90833, 90836, and 98038 codes. Added a new taxonomy for Minnesota: 376J00000X - Homemaker Home Health Provider. [Back to Top]   Defect Fixes 245G Report Corrected an issue with the 245G report where 12:00 PM was displaying as 12:00 AM. Forecast Data  Corrected an issue that did not allow users to save duplicate forecast data for staff for multiple years. Invoices and Payments Module Service Lines Corrected an issue where service lines without units appeared on invoices and payments module for private payers. Workflow Module Projects  Corrected an issue where the workflow module projects page would not load when filtering by due date range. [Back to Top]

Version: 3.72 Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsUnited States Core Data for Interoperability (USCDI) v3 Updates The following items have been added per USCDI v3 requirements: A new Disability Status tab has been added to the Vital Signs form. Information concerning a client’s disability status and particular areas of concern may be recorded. These will be reported in the CCD and FHIR API if entered.  Updates have been made to several Code Sets for USCDI compliance. Changes have been made to implement new sections of the CCD and FHIR API. Help Menu Link The Help menu now includes a link to the Ensora Experience Hub. New Employment Option ​​​​​​​A new Authorized User to Contact Ensora Health checkbox is available within Staff > Employment. This setting is included in exports to update internal applications with authorized contact information for an individual organization. The checkbox is enabled by default for the Admin user group, and can be edited as needed for other user groups. Optimized Claims Screen ​​​​​​​Performance enhancements have been applied to the Claims screen. Additional Permission for Client Claims ​​​​​​​Organizations can now restrict user access to view Client Claims in Clients > Account. This permission is enabled by default for all user groups but can be disabled per group under Configuration - Permissions > Client Account Claims Access. [Back to Top]  Defect FixesReminder Notes ​​​​​​​A fix has been made to ensure Reminder Notes save consistently. BMI Percentile​​​​​​​ ​​​​​​​A fix has been applied to the BMI Percentile calculation. Resource Scheduling A fix has been implemented for Resource scheduling to prevent overbooking. [Back to Top]

Defect Fixes Unable to Load ‘Not Started’ Documents When trying to re-assign documents from an inactive user to an active user, the Documents window displayed a loading icon when filtered by ‘Not Started’ and eventually a “Whoops” error due to query timeouts. The window now loads ‘Not Started’ documents without error. Findings Tables – Column Display Issues Resolved an issue in custom Evaluation sections where tables with duplicate column names or blank headers did not display correctly. Previously, only the first column appeared and others were missing. All columns now render as expected, even when names are duplicated or blank. SBR05 Not Populating for Secondary/Tertiary Payers in Loop 2320 When generating an 837 claim, the SBR05 element in Loop 2320 (Next and Previous Payers) did not populate as required when a Medicare Type Code existed on the patient chart. As a result, SBR05 for the secondary payer was left blank. The logic now ensures that SBR05 for the secondary payer correctly contains the Medicare Type Code when present. If no Medicare Type Code exists for the Medicare payer, the SBR05 segment remains blank as expected.  

New Features & ImprovementsEnsora AI  AI Generated Past Note/ Client Summaries included in a new add-on designed to streamline documentation and give providers clearer insight into client care. Ensora AI includes: AI Telehealth Notes: Automatically generate a draft progress note from your recorded telehealth sessions, helping you save time while keeping your clinical voice. AI Telehealth Notes AI Case Summaries: Quickly get up to speed with an AI-generated summary that brings together signed assessments, treatment plans, and progress notes for each case. Ensora AI: AI Case Summaries

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsTasks You can now assign tasks to other staff members. The person assigning the task can edit it, while the assignee can mark it complete and add notes. Notifications will alert you when tasks are assigned, edited, or nearing their due date. See Tasks List Page for more information. Clients The Client Details page has been redesigned for speed and simplicity. Active and archived forms now have separate tabs to reduce clutter, and key client information is highlighted at the top for quick action. These updates are designed to streamline your workflow and improve navigation across the app. See Add or Edit Client Details for more information. [Back to Top]   Defect FixesSchedule We fixed an issue where some SMS reminder replies were missing from the Reminders Log, especially if the related appointment was deleted. All SMS messages now appear correctly for a complete history. Cases & Notes For accounts using Manage Billing services, users without claims page access were being logged out when marking a note as “Ready for insurance billing.” Now, you’ll see a confirmation message instead. Resolved an issue that, in rare situations, prevented users from clicking the “Manage all pre-defined options” button on the Interventions section of progress notes.  Billing For Ensora Pay batch payments, clicking the batch payment ID now correctly opens the report to review credit card charges. Organization  Payroll validation errors now appear when pay rate dates overlap, so you can quickly correct conflicts. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsTasks You can now assign tasks to other staff members. The person assigning the task can edit it, while the assignee can mark it complete and add notes. Notifications will alert you when tasks are assigned, edited, or nearing their due date. See Task List Page for more information. Dynamic Forms Several dynamic clinical forms have been improved for easier completion. The NICHQ Vanderbilt Assessment Follow-Up - Parent and Teacher Informant, CSSRS, BDI, and ASAM forms that were added as archived forms for anyone subscribed before Dec 17, 2025 have been changed from client forms to multi‑use case forms. Question types have also been refined for a smoother experience. New subscribers after 12/17 will see these as active dynamic forms. [Back to Top]   Defect FixesSchedule We fixed an issue where some SMS reminder replies were missing from the Reminders Log, especially if the related appointment was deleted. All SMS messages now appear correctly for a complete history. Cases & Notes For accounts using Manage Billing services, users without claims page access were being logged out when marking a note as “Ready for insurance billing.” Now, you’ll see a confirmation message instead. Resolved an issue that, in rare situations, prevented users from clicking the “Manage all pre-defined options” button on the Interventions section of progress notes.  Billing For Ensora Pay batch payments, clicking the batch payment ID now correctly opens the report to review credit card charges. Dynamic Forms Fixed a performance issue with the ASAM dynamic form that could cause crashes while editing. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsTasks You can now assign tasks to other staff members. The person assigning the task can edit it, while the assignee can mark it complete and add notes. Notifications will alert you when tasks are assigned, edited, or nearing their due date. See Task List Page for more information. Clients The Client Details page has been redesigned for speed and simplicity. Active and archived forms now have separate tabs to reduce clutter, and key client information is highlighted at the top for quick action. These updates are designed to streamline your workflow and improve navigation across the app. See Add or Edit Client Details for more information. Dynamic Forms Several dynamic clinical forms have been improved for easier completion. The NICHQ Vanderbilt Assessment Follow-Up - Parent and Teacher Informant, CSSRS, BDI, and ASAM forms that were added as archived forms for anyone subscribed before Dec 17, 2025 have been changed from client forms to multi‑use case forms. Question types have also been refined for a smoother experience. New subscribers after 12/17 will see these as active dynamic forms. [Back to Top]   Defect FixesSchedule We fixed an issue where some SMS reminder replies were missing from the Reminders Log, especially if the related appointment was deleted. All SMS messages now appear correctly for a complete history. Cases & Notes For accounts using Manage Billing services, users without claims page access were being logged out when marking a note as “Ready for insurance billing.” Now, you’ll see a confirmation message instead. Resolved an issue that, in rare situations, prevented users from clicking the “Manage all pre-defined options” button on the Interventions section of progress notes.  Billing For Ensora Pay batch payments, clicking the batch payment ID now correctly opens the report to review credit card charges. Dynamic Forms Fixed a performance issue with the ASAM dynamic form that could cause crashes while editing. [Back to Top]

Version (or App Version): 20251215.13 Jump to Section:New Features & Improvements Portal App Defect Fixes Portal App   New Features & Improvements Portal Change SOAP Note Field to “Rendering Provider” The title of the “Therapist (Rendering Provider)” field on SOAP Notes has been changed to “Rendering Provider”. Downloading SOAP Note from Inside the SOAP Note is Slower than from the SOAP Note List Page We made a change so that downloading SOAP Notes when viewing the SOAP Note will be faster.  NOTE: The following improvements were made to the Mobile App with the release on 12/17/2025: Please download the app version  20251215.13 to experience these updates.  AppDark Mode is Here!  We are excited to announce that users now have the ability to use the app in either light or dark mode. The app will automatically choose the display mode based on your device settings, or you can manually change the display mode under the User avatar on the Student Notebook screen. Support 16KB Memory Page Size Requirement for Android We have updated the app to support 16KB memory page sizes as required by the Google Play Store. [Back to Top]  Defect Fixes Portal Unable to Run SOAP Notes Report for Dates Prior to 3/1/2023 Users can now run the SOAP Notes report for all dates, including dates prior to 3/1/2023. Error Opening Exported Student Programming We resolved an issue where special characters in a student’s programming were causing issues with the export. Student’s Age on SOAP Note Header Should not Update when the SOAP Note is Edited The student’s age on the SOAP Note header is set based on the session date of the SOAP Note and will not change when the SOAP Note is edited.   AppUnable to Undo Past Target Data from Custom Playlists Users can now undo past target data from inside custom playlists.  [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsCompounds Compounds can now be grouped into categories. Organize compounds using the Compound Maintenance page. ID.me 2FA The last signing device is now remembered and set as the default. Allergy Synchronization Improved allergy synchronization with EHRs to prevent potential duplication. Sig Builder Added new dose quantities to better support liquid medications. Customer Maintenance Portal Release Notes and Knowledge Hub links are now available. The Doctor Lookup view has been optimized to display results based on the account. The Pharmcom Lookup has been improved for better readability.  Defect FixesMedication Views Corrected Active and Previous Medications lists scaling. Duplicate Messages Corrected a bug that could create duplicate prescription messages. These extra copies were previously shown as failures. Prescriber Report Corrected time zone handling on the Prescriber Report. The report now honors the time zone selected on the Account Settings page. Add Pharmacy Modal Corrected a bug that could prevent the Add Pharmacy modal from displaying. [Back to Top]

 Defect FixesClaim File Indicator Code Missing Claim Filing Indicator codes will now correctly appear in Loop 2000B of the 837 claim. Previously, these codes were missing. Notes Appearing as Abbreviated The Daily Note will now default to the Normal format unless all payers for a client’s case and visit are set to Abbreviated note format. In that scenario, the Daily Note will be Abbreviated. Transactions report filter “is not blank" not working for payment_method We resolved a problem where the Is Not Blank for Payment Method in the Transactions report did not work correctly. When applied, blank rows are now properly excluded.  Unable to View Incomplete Documents When trying to re-assign documents from an inactive user to an active user, the Documents window displayed a loading icon and eventually a “Whoops” error due to query timeouts. To help with this issue, a workaround was implemented to initially load only Draft documents by default to prevent timeouts on large databases.  NOTE: Fetching Not Started documents may still time out for large clinics; a separate enhancement is planned to address this.  [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSchedule For those on the new scheduling experience, you can now choose time increments of 5, 10, 15, 30, or 60 minutes for your calendar view, giving you more flexibility in how you manage your schedule. Your current settings will automatically adjust to the nearest supported increment.  Clients You can now quickly add new clients or groups from your mobile device using the floating action button at the bottom right of the client list page, making it easier to manage your client list on the go. System We have updated informational tooltips throughout the application to use gender‑neutral language, ensuring a more inclusive experience.   Defect FixesSchedule You can now cancel appointments scheduled more than 60 days in the future directly from the appointment history page, as expected. Clients Past appointments will no longer appear in the Next Appointment column for clients, so you will always see accurate upcoming appointment details. Cases & Notes Addendums can now be signed even if a required field was added to the progress note template after the original note was signed, ensuring smooth documentation workflows. Billing We have resolved an issue that could cause the ledger to appear blank when it included prepays for appointments the staff member did not have permission to view. Group appointments will now correctly allow prepays to be applied, even if they have already been invoiced for some of the group’s clients.  Reports Authorization report totals now include any units or sessions from the overscheduled column, giving you accurate counts for better reporting. Access to the ERA check report has been restored for users not on Managed Billing services, so you can continue to review ERA details without interruption. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSchedule For those on the new scheduling experience, you can now choose time increments of 5, 10, 15, 30, or 60 minutes for your calendar view, giving you more flexibility in how you manage your schedule. Your current settings will automatically adjust to the nearest supported increment.  Clients You can now quickly add new clients or groups from your mobile device using the floating action button at the bottom right of the client list page, making it easier to manage your client list on the go. System We have updated informational tooltips throughout the application to use gender‑neutral language, ensuring a more inclusive experience.   Defect FixesSchedule You can now cancel appointments scheduled more than 60 days in the future directly from the appointment history page, as expected. Clients Past appointments will no longer appear in the Next Appointment column for clients, so you will always see accurate upcoming appointment details. Cases & Notes Addendums can now be signed even if a required field was added to the progress note template after the original note was signed, ensuring smooth documentation workflows. Billing We have resolved an issue that could cause the ledger to appear blank when it included prepays for appointments the staff member did not have permission to view. Group appointments will now correctly allow prepays to be applied, even if they have already been invoiced for some of the group’s clients.  Reports Authorization report totals now include any units or sessions from the overscheduled column, giving you accurate counts for better reporting. Access to the ERA check report has been restored for users not on Managed Billing services, so you can continue to review ERA details without interruption. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & ImprovementsSchedule For those on the new scheduling experience, you can now choose time increments of 5, 10, 15, 30, or 60 minutes for your calendar view, giving you more flexibility in how you manage your schedule. Your current settings will automatically adjust to the nearest supported increment.  Clients You can now quickly add new clients or groups from your mobile device using the floating action button at the bottom right of the client list page, making it easier to manage your client list on the go. System We have updated informational tooltips throughout the application to use gender‑neutral language, ensuring a more inclusive experience.   Defect FixesSchedule You can now cancel appointments scheduled more than 60 days in the future directly from the appointment history page, as expected. Clients Past appointments will no longer appear in the Next Appointment column for clients, so you will always see accurate upcoming appointment details. Cases & Notes Addendums can now be signed even if a required field was added to the progress note template after the original note was signed, ensuring smooth documentation workflows. Billing We have resolved an issue that could cause the ledger to appear blank when it included prepays for appointments the staff member did not have permission to view. Group appointments will now correctly allow prepays to be applied, even if they have already been invoiced for some of the group’s clients.  Reports Authorization report totals now include any units or sessions from the overscheduled column, giving you accurate counts for better reporting. Access to the ERA check report has been restored for users not on Managed Billing services, so you can continue to review ERA details without interruption. [Back to Top]

Jump to Section:New Features & Improvements Defect Fixes New Features & Improvements Prescription Drug Monitoring Program The Maryland PDMP link has been updated. Business Associate Agreement The Business Associate Agreement has been updated. Customer Maintenance Portal Subscription Expiration Dates now represent the last date of the License for the user. State is now displayed for the account under Show Details.   Defect FixesPrescriber Report The Prescriber Report should now load more quickly. Corrected a bug that may have included prescriptions outside the selected time range. Change Requests Corrected a bug that may have prevented access to some pharmacy change messages. Corrected a bug that could cause approved messages to show up on the EPCS log, even if the drug was not scheduled.  [Back to Top]