Change Log v3.6.12 (Released: 10/24/2025)

New

• Scheduler: Customize date and time per participant in group sessions without affecting the group’s overall schedule.
• Settings: Option to hide specific locations from the Patient Portal via a new database column, with no UI changes.
• Scheduler: Configuration and backend queue support for post-generation of recurring group sessions and appointments.
• Patients and Scheduler: Filter selections persist across sessions.
• UR: Added a “Place of Service” dropdown to the New or Edit Review modal.
• Scheduler: Group Type acronyms are displayed in the Schedule view for easier identification.
• Documents: Added a CPT Code section to Level of Care documentation, aligned with standard appointment documentation.
• Locations: Added an External Name and description for locations, shown on the patient registration view.
• Integrations: Allergies can be added to patients via ExternalSync for Episode of Care integration with EIR.

Improvements

• Documents: Documentation status now displays consistently.
• Billing: Authorization numbers from the Utilization module auto-populate in billing encounters.
• Documents: The “+ New” button on the C-SSRS assessment form responds as expected.
• Billing: Editing an encounter preserves the assigned provider.
• MARS: All medications display by default in the MARS screen.
• Billing: The “Missing Diagnosis Code” hold status reflects the presence of a diagnosis code when one is recorded.
• Billing: Syncing respects On Hold status when documents are pending.
• Integrations: Allergies added via the document sidebar sync to both demographics and eMAR.
• Patient Portal: Patients receive portal link requests when initiated from their side.
• Settings: The “Move Patient” action is available to all users with the admin role.
• Documents: Users can complete and lock documents when all required fields are filled.
• Billing: The Service filter shows a clear label for services without CPT codes.
• Billing: The billing dashboard displays Place of Service as recorded in the encounter.
• Billing: For RCM visits using Levels of Care as procedures, Location IDs and Places of Service populate as expected.

Change Log v3.6.11 (Released: 10/14/2025)

New

• Settings: Made Move Patient available to users with the TechStaff role.
• Settings: Added controls for showing or hiding places of service in the Patient Portal during scheduling, appointment requests, and registration.
• Documents: Added a CPT Code section to Level of Care documentation. This mirrors the standard appointment CPT Code section with limited functionality.
• Integration: Added ASAM Continuum integration.

Improvements

• Scheduler: When an appointment status is changed to No Show or Canceled Late, the corresponding No Show service is added to the encounter and the copay no longer appears in the unposted visit.
• Billing: Billing hold logic now respects provider and diagnosis data as shown on the billing screen.
• Billing: The Service filter in Billing displays a meaningful label for services without CPT codes.
• Billing: Billable services with TCM Contact Logs move to Billing Ready upon completion.
• MARS: The default MARS view displays all patient medications without requiring filters or loading additional patients.
• To-Do: Treatment Plan Review To-Do items remain marked Complete until the next review date.

New

• Scheduler: You can now open a patient chart directly from the Schedule module. Patient names shown in tooltips or grids are clickable links that open the patient profile. This enhancement will extend to additional modules in upcoming releases.
• Reports: The report request view now includes a summary of the filters used to generate each report, supporting clarity and reproducibility.

Improvements

• Integrations: The “By Last 3 Months/90 Days” filter on eMAR documents now returns records from the last 90 days based on the medication given date, vitals taken date, or effective date.
• Integrations: Scheduled treatments for the current day display in the primary eMAR view for all patients.
• Integrations: The eMAR Scheduled Treatment Events component loads consistently for all patients.
• Integrations: Vitals and eMAR document components now pull accurate information from the integrated records system.
• Integrations: Discontinued prescriptions no longer appear as active in notes. Active medication lists and related documentation reflect the correct status.
• Billing: Encounter updates now sync correctly when the primary insurance record is involved.
• Billing: Visit types such as Medicaid to Self-Pay transitions now apply the correct fee schedule for no-shows.
• Billing: Encounter syncing excludes supervising providers when pushing data to the RCM.
• Billing: Newly added payment methods appear immediately after patient creation.
• Billing: The SSN validation message displays during patient creation to guide completion.

New

• Patient: Updated the label “Gender at Birth” to “Sex at Birth” on the Patient Info screen to align with more accurate terminology.

Improvements

• Scheduler: Updated logic so services no longer appear on a patient’s chart when the patient is not enrolled in that service.
• Scheduler: Refined conflict detection for gapped recurring appointments. Individual appointments can now be booked on dates between occurrences in a recurring series.
• Scheduler: Closing the Edit Document window on a Progress Note no longer triggers the unnecessary prompt “Please add a service before you leave!”.
• Billing: Improved sync handling when adding CPT codes from a document without a diagnosis code.
• Billing: The Encounter endpoint now returns a stable response when an external account number is not present in the database.
• Billing: Improved RCM sync handling for scenarios including Invalid Diagnosis, Patient not found with external account number, Visit not found with external account number and external ID, and Invalid attending provider.
• Billing: Self-Pay and Sliding Scale balances now release to the patient, enabling accurate balance collection at the front office.
• Billing: Encounters can now be switched from insurance to self-pay as expected.
• Document: The Dosespot component “Filter by Date” option for “Last 30 days” now displays the correct prescriptions.
• Patient: The “Add Contact” modal now validates the Relationship field as required.
• Document: Permissions now prevent creating and editing ROI-type documents when those permissions are disabled.
• Document: Corrected a permissions issue that allowed users to create and edit ROI-type documents even when those permissions were disabled.

New

• Integration: Updated the insurance configuration workflow to make certain fields optional, providing greater flexibility in setup.

Enhancements & Adjustments

• Scheduler: Improved handling and performance for recurring appointment modifications. Users now receive a clear message if attempting to change a group’s end date or duration, with smoother and more stable performance overall.

• Settings: Enhanced the Insurance Companies master list to display the Payer ID on the main view, ensuring consistency between the Edit Insurance screen and the front-end display for easier visibility and tracking.

• To Do: Refined document handling in the Home section’s To Do table so that documents uploaded via the Upload option now open in the correct modal across all sections.

• Documents: Updated error handling for invalid date entries to display a user-friendly message instead of raw system output.

• Documents: Ensured Treatment Plans can be saved reliably across all workflows.

New

• Integration: Added functionality to send updates to LSQ when Pre-Intake Forms are shared with a patient. Updates are now sent both when the forms are delivered to the patient portal and when they are completed for review.

Enhancements & Adjustments

• Scheduler: Refined room notifications so that alerts display correctly and consistently.

• Integration: Ensured CPT Code modifications in the Edit Form of the Schedule module synchronize properly with Practice Suite (PS). Updates now persist after changes.

• Integration: Enabled synchronization of ICD Codes added in the Edit Form of the Schedule module. Encounters now synchronize accurately with PS in both charge synchronization scenarios.

• Integration: Updated handling of the BlockSyncWithRCM flag so that it resets correctly when an insurance record is reactivated in Practice Suite, ensuring ongoing updates to patient insurance data in Opus.

• Integration: Standardized synchronization of voided services so that the original CPT Code is retained rather than displaying as BLANK_CPT in Practice Suite’s Edit Charge.

• Scheduler: Enhanced future appointment handling so that to-do list items are generated as expected, appearing 10 minutes before scheduled appointment times.

New

• Scheduler: Added filters for Provider Gender and Provider Credentials in the “By Providers” section to improve scheduling efficiency.

• Scheduler: Introduced a notification system that alerts users of room double-booking conflicts, helping to prevent scheduling overlaps.

• Patient Portal: Updated the wording in Step 7 of the credit card process to clarify that charges apply only for missed appointments or last-minute cancellations.

Enhancements & Adjustments

• Integration API: Expanded functionality to include appointment status in the appointment output and added a patientId filter to the episodes of care list for more precise data retrieval.

• Patient Calendar: Refined event handling so that documents can be opened without interference from patient event tooltips.

• Integration API: Improved stability and accuracy across user creation, user updates, and appointment creation APIs.

New

• Patient Portal: Introduced an automatic documentation package for patient portal activation. When a patient’s portal is activated for the first time, a pre-configured documentation package is automatically sent. Patients receive a notification and can access the documents directly in their portal. Configuration is managed through the database and does not require a user interface.

Enhancements & Adjustments

• Integration: Improved Salesforce admission workflows by ensuring that re-admit opportunities with an assigned MR# can be saved and closed successfully. A request is now sent when setting an Episode of Care (EoC) as active.

• Billing: Refined claim handling so that all claims display accurately in the billing tab once synced and billed, including those for specific providers where inconsistencies previously occurred.

• Case Load: Strengthened role restrictions to ensure users cannot assign or reassign case loads through the Patient Profile when permissions are limited in the Case Load menu.

• Kiosk: Enhanced kiosk login behavior to eliminate extended loading states, allowing users to proceed smoothly after logging in.

• Notifications: Standardized SMS appointment notifications so that patients consistently receive them as scheduled.

• Integration: Optimized synchronization sequencing to send patient demographics before appointment details when an appointment request is approved, ensuring correct linkage in LeadSquared.

New

• Patient: Patient Payment Buttons Access Without Nuvei Configuration. Users can now access patient payment buttons connected to PS, even if Nuvei is not configured. This update enhances flexibility in managing patient payments.

Enhancements & Adjustments

• Billing: Streamlined insurance synchronization to ensure deleted insurance records are no longer transmitted to PS once synced, improving data accuracy and avoiding duplication.

• Patients: Improved patient record performance by reducing load times when opening patient details.

• Patient Portal: Ensured medication information displays correctly in the Patient Medications component across all document statuses, including Draft and Pending.

• Scheduler: Refined insurance handling when patient insurance is modified and events are adjusted via drag-and-drop. The system now consistently selects only the Primary insurance as intended.

• Integration: Improved user creation and update processes to ensure stability and accuracy. The API now also correctly includes the NPI parameter in user lists.

• Billing: Aligned insurance display in “Day in Level of Care” events so that only the Primary insurance is active, with Tertiary correctly showing as “NONE.”

• Billing: Adjusted pagination and action button alignment in Billing reports to remain consistent after permissions are modified, ensuring a smooth user experience.

• Doctor Orders: Enhanced the editing workflow for Effective Dates so that saved changes display confirmation messages and the Save/Discard modal closes properly.

Enhancements & Adjustments

• Billing: Added validation to prevent the incorrect display of tertiary insurance in Group Session events when a patient lacks a secondary insurance. The system now enforces implicit validation, ensuring that the tertiary insurance field remains “NONE” unless a secondary insurance exists.

• Billing: Updated insurance handling in event creation to prevent automatic switching to Self-Pay under specific system configurations. Insurance values now persist correctly when reopening and editing events.

• Appointment Requests: Improved the Service filter so that only associated services are displayed, aligning behavior with the Patient Portal.

• Appointment Requests: Added validation to the Appointment Request modal to ensure required patient and appointment information fields match those in the Patient Portal.

• Mobile: Adjusted mobile display of completed document names so that longer names are fully visible on smaller screens.

• Documents: Refined the display of DAP notes in group sessions so that participants now correctly see their own treatment plans rather than those of other patients.

• Billing: Updated logic so that the RCM Sync button and synchronization options only appear when the appropriate integrations are enabled, improving accuracy in integration handling.

• Medications: Corrected the validation message in the Dosage field of the Add Medications menu to indicate “invalid format” instead of “required field” when non-numeric input is entered.

• Scheduler: Enhanced recurring event handling so that drag-and-drop modifications properly update recurrence patterns without duplications or misplaced occurrences.

• Scheduler: Ensured modifications to recurrence series maintain the correct schedule for the first event.

• Scheduler: Aligned Group Session event notifications to update the patient list when participants are removed.

• MARS: Improved consistency in the “Given By” field within the Edit Medications modal so that changes are retained upon reopening.

• Settings: Adjusted required field highlights so they clear properly after canceling an entry, without requiring the menu to be closed and reopened.

• Settings: Refined menu behavior to prevent “Name already exists” errors from appearing when saving with empty fields.

• Settings: Prevented incomplete records by ensuring empty fields cannot be saved in certain menus.

• Settings: Ensured required field asterisks display consistently across all relevant sections for clearer user guidance.

• Integration: Optimized data transfer to LSQ, reducing lag time when sending patient information.

New

• Billing: Added a field for POS/SL when recording Day in Level of Care to support Professional claims. This ensures compliance with claim requirements, where POS is required for professional submissions.

Updates & Enhancements

• Scheduler: Improved validation to prevent providers from creating duplicate availability slots when an appointment is already scheduled. This ensures accurate availability in both the Scheduler and the Patient Portal.

• Integration: Updated provider data handling so that BillType is correctly sent as a string to LeadSquared instead of as an integer.

• Scheduler: Appointment creation now works properly when only primary and tertiary insurances are active.

• Integration: Adjusted encounter deletion workflow so that line items in Practice Suite (PS) are updated to VOID instead of NEW, maintaining consistency across systems.

• Occupancy: Filtering patients in the Occupancy menu now restores the list order correctly after clearing filters, showing active patients first, followed by inactive ones.

• Patient Summary: Updated export logic so deleted insurances and contacts no longer appear in the Patient Summary Report.

• Patients: Improved display of Discharge Reason for inactive patients to ensure alignment and readability when the POS field contains multiple lines or longer text.

• Scheduler: Drag-and-drop scheduling now correctly restricts events from exceeding operational hours, even with non-standard end times (e.g., 8:40 PM).

• Scheduler: Long-duration events (e.g., 300 minutes) are now validated against operational hours, ensuring they cannot extend past location limits.

• Scheduler: Editing event duration via an associated form’s Appointment tab now respects system rules, preventing changes that would extend events beyond a single day.

• Scheduler: The Level of Care filter in the Patients section now refreshes correctly when a Day in Level of Care event is updated, ensuring results reflect the new assignment.

• System: Restored required field indicators (asterisks) in multiple menus to improve clarity and data accuracy.

• Scheduler: Service names in the “Service” field now wrap correctly when adding a patient to the waitlist, improving readability and usability.

New

• Patient: Added a tenant-specific configuration to control the behavior of the "Ruled Out" diagnosis code status. When enabled, diagnoses moved to "Ruled Out" will be removed only from future appointments, ensuring consistent handling of diagnosis statuses.

Fixes

• Billing: Updated the system to prevent multiple pending document email notifications from being sent within a short time frame. Users will now receive only one email notification per day for all pending documents.

• Documents: Fixed an issue where creating and saving doctor orders resulted in an error.

• Documents: Resolved a frequent error occurring when entering doctor orders, which required users to delete and re-enter orders.

• To-Do: Fixed an issue where documents in "Complete" status were still appearing as "Sign & Complete."

• Scheduler: Fixed a visual bug where events exceeding provider availability appeared to be overlapping, even when no actual overlap existed.

• Form Builder: Fixed an issue where the justified format feature only applied when the document was printed or downloaded, and not when viewed or edited within the Breeze file folder or Form Builder workspace.

• Utilization Review: Corrected the misclassification of tertiary insurance as "Other" and vice versa in the Insurance field of the Utilization Review process.

• Documents: Fixed an issue where Doctor Order and ROI type documents did not display their status in the Edit Documents modal.

• Providers: Fixed an issue where the "Place of Service" filter was incorrectly positioned on the first access after a webpage refresh.

• Providers: Resolved an error message appearing when applying a "Place of Service" filter.

New

• Integration: Implemented Encyrcle integration to automatically send a request to Encyrcle when a patient is discharged. 

• Billing: Removed the "Hold" status for encounters, allowing them to go directly to "New" status in Practice Suite.

Fixed

• Patient Portal: Addressed an issue where values for Patient Medications and Dose Spot Active Medications components were not displayed in the Patient Portal when shared in Editable mode. These values now correctly appear in shared forms.

• Billing: Updated the Provider Billing Code process to improve performance. When updating the Provider billing code from the Provider menu (adding or removing a code), the system now ensures that all associated encounters are updated to reflect the MISS_PROVIDER_CODE status more efficiently.

• Scheduler: Resolved an issue in the Place Patient in Groups action within the Patient Calendar, where entering an invalid or partial date resulted in an error message related to JSON value conversion. The system now correctly validates date input before processing.

• Scheduler: Fixed a UI issue where the "HOLD" status in Group Session tooltips was displayed incorrectly across two lines when a patient had Missing Provider Code, Missing DX Code, and Doc Incomplete status.

• Messaging: Corrected an issue in Opus where searching for a patient would return old deleted patient records. The search function now properly excludes deleted patients.

• Billing: Addressed a sync failure in UB04 creation where the Authorization Number field exceeded the character limit. A restriction has been added to prevent entering more than 200 characters to ensure successful synchronization with Practice Suite.
• Documents: Fixed a bug preventing proper editing of Upload-type forms from the Patient Calendar. Previously, attempting to edit a form from the calendar would open a blank modal instead of the expected form tab.

New

• Billing: Added validation to prevent entering more than 11 digits in the "Number of Units" field during Utilization Review creation. Previously, exceeding this limit resulted in a JSON conversion error.

Fixed

• Billing: Updated the system to properly handle encounters synced in Opus but not displaying in PS. This fix addresses issues where encounters showed a "Line Not Found" error or failed without a response message.

• Patient: Fixed an issue where discharged patients who were participants of group sessions still displayed their group participation in their timeline.

• Appointment Requests: Resolved an issue where canceling an appointment after requesting one showed a successful cancellation message, but did not work if the appointment had already been approved.

• Patient: Fixed an issue where users were still being notified of deleted events, and the timeline did not match the patient calendar.

• Scheduler: Fixed an issue where editing a recurring event to "All Day" resulted in an empty error modal with no details and prevented the change from taking effect.

• Scheduler: Fixed a disappearing event issue when editing a recurring weekly event and selecting "This and following events." The edited event no longer disappears.

• Patient: Corrected the alignment of the "Assign" action in the Patient Calendar when dealing with level-of-care names that are too long or contain multiple words.

• Patient: Fixed an issue where the Portal/Kiosk Access tab appeared blank and an error popped up when opening the Edit Patient window.

• Patient: Fixed an issue preventing the disabling of Patient Portal Access for inactive patients. The system previously reverted the access back to enabled after saving.

• Documents: Fixed an issue where documents restricted as read-only for a role could still be created and edited from the group session interface.

• Documents: Addressed a bug where completing documents in a Group Session left the status icon red in the tooltip, incorrectly indicating incomplete documents.

• Documents: Fixed an issue where sending recurrent documents did not display a "Success" prompt after submission.

• Billing: Fixed an issue where the Upload Form modal appeared blank when editing an encounter from the Billing menu or when creating an Upload-type form from the To-Do list in the Home menu. The modal now functions correctly regardless of access point.

• Settings: Fixed a bug where data in a Collection was added even if the action button was not clicked. This also resolved the issue of duplicate values being added upon reopening the Collection.

• Patient: Removed the requirement for mobile phone numbers and email addresses in patient demographics settings, allowing greater flexibility in data entry.

New

• Patient: Added a validation to limit patient contact city names to 35 characters when Dose Spot is enabled.

Fixed

• Billing: Addressed a synchronization issue where encounters using the CPT code GROUPSELFPAY were incorrectly transmitted as PPGROUP to the X-superbill. Updated the backend to ensure the correct CPT code (GROUPSELFPAY) is transmitted.

• Patient: Fixed the misalignment of the Assign button in the Remaining Approved Units section when the Number of Units exceeds 3 digits.

• Patient: Resolved an issue where restoring an ROI-type document failed to restore it to the Patient Profile, though it appeared in the Timeline and Documents sections.

• Billing: Fixed an issue with ICD Codes edited through the document editing modal not updating correctly. Changes now sync immediately without reopening the modal.

• Scheduler: Corrected a bug where changing the event date for patients with a Resolved Diagnosis Code caused the code to persist when it shouldn't.

• Scheduler: Fixed an issue where the drag-and-drop function in Provider View did not correctly update the provider for recurrent events.

• Billing: Resolved a bug in the Attach Document functionality where uploaded documents with Pending or Completed status failed to display correctly when accessed via the document link.

• Patient: Removed duplicated colons in fields such as Arriving by, Arriving Date, and others. Standardized spacing in the Employer Name field. Ensured consistent date formats (MM/DD/YYYY) in Insured DOB fields.

• Billing: Corrected display issues with the SubStatus filter under varying resolution scales.

• Schedule: Fixed a bug where recreated Group Session encounters were incorrectly set to Not Billable instead of ON HOLD.

• Notifications: Updated event notification behavior to ensure clients are notified appropriately when events are canceled, canceled late, or marked as no-shows.

• Utilization: Resolved an issue where assigning units weekly without selecting a day rendered the page unresponsive.

• To-Do: Fixed an issue where removing a document from an appointment also removed it entirely from the to-do list. Documents are now only disassociated from the appointment.

• Patient: Corrected alignment issues with the Clear LOC option for Medication Management events.

• Document: Fixed a bug where the Complete Documents function did not mark documents as completed properly until reopened.

• Billing: Fixed discrepancies in Manage Insurance/Billing behavior depending on the order of patient addition in group sessions.

• Scheduler: Resolved an issue where dragging a Waitlist type event to the top of the calendar caused an error.

• To-Do: Fixed a bug where documents disassociated from appointments incorrectly fell off the to-do list.

New

• Integration: Implemented functionality to send the "Contact" field from patient demographics in Opus to the "Parent/Guardian" demographic field in LeadSquared. This ensures accurate mapping of contacts between systems.

• Authentication: Added the ability for administrators to assign authentication methods for users of the EHR system. Available methods include Email and Password (default) and Microsoft Account (via Entra Single Sign-On). Administrators can configure authentication methods for each user as needed.

Fixed

• Patient Portal: Resolved an issue where users were unable to consistently modify the portal toggle for certain patient profiles. This fix ensures consistency across all profiles when toggling portal access for contacts.

• Chat: Addressed an issue where PNG files could not be sent as attachments in messages. Users can now successfully send PNG files without errors.

• Chat: Fixed a bug where notifications were not being sent to providers for new messages. Providers will now receive timely notifications for messages addressed to them.

• Bed Board: Corrected an issue where certain beds were erroneously marked as "Occupied" preventing users from assigning patients to them.

• Scheduler: Fixed a bug where Waitlist events could be created or edited to extend beyond the location's operating hours without validation errors. Events are now properly restricted to operating hours.

• Patient: Addressed an issue where the Payment Methods section and tab were displayed even when the PayaEnable parameter was set to false. These sections are now correctly hidden as intended.

• Billing: Resolved discrepancies in status updates when all forms associated with synchronized events were deleted. The statuses now update consistently across tooltips, the database, and Practice Suite requests.

• Scheduler: Fixed an error when updating the recurrence start date in recurring events. The system now correctly updates the recurrence date based on the applied changes.

• Settings: Corrected an issue where users in the "Users (up to 3)" field in the Notifications modal would duplicate when the modal was closed using the Esc key.

• Billing: Fixed decimal precision and summation issues in UB04 creation. Aggregated values for Co-Pay, Deductible, and Co-Insurance Amt now display correct values with appropriate decimal places.

• Billing: Fixed a bug where Co-Pay, Deductible, and Co-Insurance Amt fields displayed a validation error when set to 0 in the Schedule or Billing menus. These fields now accept 0 as a valid input.

• Performance: Improved page loading times in response to user feedback. Reports of slow navigation and loading have been addressed to enhance system performance.

• Billing: Changes to event states via tooltips may result in mismatched states between the tooltip, event details, and encounter status in Billing. A patch to address this issue is in progress.

• Billing: Deleting forms associated with events in quick succession may send incorrect statuses to Practice Suites. Users are advised to delete forms with brief pauses between actions until a fix is deployed.

New

• Integration: Added PatientId field to the Patient and Appointment Leadsquared request API. This enhancement ensures better traceability of patient-related data when syncing with Leadsquared.

Fixed

• Audit Log: Moved content from two extra categories in the log section to the history section for better organization and clarity. The extra categories were subsequently deleted to reduce redundancy.

• Billing: Resolved an issue where editing encounters to assign providers caused duplicate line items with mismatched claim_type and encounter_unique_id values in Practice Suite.

• Billing: Fixed the UB04 issue where associated encounters and revenue codes were no longer displayed after edits.

• Billing: Fixed an issue where the encounter status remained unchanged after adding or removing forms using the modal's close or cancel buttons.

• Patient: Resolved a bug where adding a new primary provider to a patient's second or new profile resulted in removing the primary provider from the discharged profile.
• Patient: Improved the Diagnosis Code search functionality to present all available options.
• Document: Fixed a bug where saving Treatment Plan Forms, Release of Information Forms, or Doctor Order Forms without making changes triggered an error message on subsequent save attempts.
• Billing: Implemented a limit of two decimal places for fields such as copay, deductible, co-insurance amount, and percentage. Additionally, resolved an issue where percentages over 100% were accepted based on regional settings.
• Billing: Fixed an issue where Authorization Numbers entered during encounter edits in Billing were not retained after saving, nor updated in synchronized practice suites.
• Billing: Addressed inconsistencies in synchronization status between the Opus system and Practice Suite for various scenarios, including: Adding a provider to an encounter and Changing a non-billable service to billable status.
• Billing: Reviewed and resolved logic that repeatedly created encounters for canceled appointments, ensuring no unnecessary duplication occurs.

New

• Billing: Introduced a "Disabled" status for Insurance Companies in the Insurance Settings module. Key updates include:

• A new status column displaying "Enabled" or "Disabled" for insurance companies.
• Prevented deletion of insurance companies linked to patient records, with a modal explaining the restriction.
• Disabled insurance companies are now unselectable in patient insurance sections and marked with a "Disabled" badge in dropdowns and pickers.

• Billing: Added support for selecting both UB04 and Professional insurances as secondary and tertiary fields in the Create UB04 claim screen. This update allows users to configure insurance combinations for claims more flexibly.

Fixed

• Scheduler: Fixed an issue where attempting to drag-and-drop "All Day" events in the schedule caused an error message.
• Billing: Fixed an issue in the Revenue Codes section of the UB04 modal, where Units displayed as 0 under specific conditions involving Utilization Review with "Level of Care" service types.

New

• Patient: Introduced a new 'Quaternary' category under the Diagnosis Code tab to enhance ICD code categorization.

• Demographics: Added requested drop-down menus to the Demographics section, This includes a Couples field.
• MARS: Removed the Patient Signature Box from the Edit Medication screen to streamline user experience (based on configuration).
• Document: Added the ability to exclude specific document statuses, such as Draft or Pending, from the document picker dropdown menu. This ensures that only finalized documents appear for selection.

Fixed

• Medications: Added functionality to resolve the issue with the New Protocol button in the Medications section. Users can now successfully add Predefined Protocols.

• Patient Calendar: Fixed a bug in the Patient Calendar where attaching a document to a patient from a Group Session event redirected the calendar to display the attached patient's information instead of the originally selected patient.
• Billing: Updated the UB04 claim status logic to reflect "Hold" if encounters included in the claim have missing documentation or diagnosis codes. This prevents erroneous claims from being marked as ready.

New

• Documents: Added an upload button to the Release of Information (ROI) form, improving usability for managing document uploads.

Fixed

• Billing: Updated the system to correctly display ICD codes in the Billing menu. This resolves an issue where the ICD Code column remained blank despite the ICD code being correctly associated with an encounter.
• Billing: Resolved an issue where CPT and ICD code edits made via the document editing modal were not reflected in the Billing tab unless the Encounter Details modal was opened and saved.
• Patient Portal: Fixed a bug causing text overlap when accessing the Patient Portal on mobile devices.
• Patient: Addressed duplicate insurance requests being sent to Practice Suite when adding insurance to an Episode of Care in Active or Pending status.
• Billing: Resolved an issue where UB04 forms remained active without encounters after the associated event was canceled. The UB04 will now be deleted if it no longer contains any encounters.
• Billing: Fixed inconsistencies in displaying providers for encounters and events following provider deletion. Deleted providers are now handled uniformly across the system.
• Document: Corrected a false UB04 alert triggered when saving Group Session events without any changes.
• Reminders: Resolved an issue where reminders for the "next treatment plan review" were not being sent despite proper settings configuration.
• Appointment Request: Fixed a problem where the system failed to flag duplicate patient entries created via the "I'm a new client" form in the portal.

New

• MARS: Added a signature field for patients in the MARS module, allowing patients to provide a signature when receiving medication. Both the provider's and patient's signatures will now be recorded. 

Fixed

• Scheduler: Addressed an issue where creating appointments could result in a 30-minute discrepancy between the selected and displayed times. The system now accurately reflects the intended time when scheduling appointments.
• Patient Alerts: Improved the UI to address scaling issues where the "Add" button for Patient Alerts was obscured when the browser was zoomed above 150%. The button is now fully visible at all zoom levels.
• Scheduler: Fixed a bug where editing an event status and closing the Edit Event window via the ESC key sometimes caused the event to duplicate with conflicting statuses. 
• Billing: Resolved an issue where duplicate claims marked as "undefined" in the billing tab could not be marked as unbillable. 
• Performance: Resolved an issue where the EHR system went down for multiple nurse practitioners between 2 PM and 4 PM EST. The downtime has been investigated and mitigated.
• Syncing: Optimized synchronous backend calls to enhance system performance and prevent thread starvation, ensuring smoother and more efficient processing of requests.

New

• Demographics: Updated the label of the "Legal Sex" field to "Gender at Birth" in the Demographics tab for better clarity.

Fixed

• Patient Calendar: Resolved an issue where document links associated with appointments in the event tooltip did not open.
• Treatment Plans: Improved the usability of the Interventions field by addressing text cropping when hovering over options and increasing the field's width for better readability.
• Billing: Resolved an issue where future appointment cancellation notes appeared in the To-Do list, despite the appointments not being canceled.
• Billing: Fixed an issue where encounters were automatically being voided.
• Documents: Corrected the behavior where lengthy document names in the patient's timeline were truncated when highlighted.
• Documents: Resolved an issue where documentation entries for incomplete To-Do List items were missing from the document archive, impacting reporting and filtering.
• Scheduler: Fixed an issue where admins and providers were unable to update appointment statuses under certain conditions, such as before billing or after the appointment time.
• Documents: Addressed an issue with the Expiration Date field in ROI documents that displayed an "Invalid date" validation message when editing other fields.
• Patient Portal: Fixed a bug where treatment plans sent via the portal showed incomplete "next review date" information.
• Billing: Resolved multiple issues with charges being sent with incorrect case types or payment structures, such as $0 charges, incorrect fee schedules, or defaulting to self-pay.

New

• Billing: Do Not Re-Sync Encounters with Disallowed Line Item Statuses, encounters with line item statuses other than NEW, HOLD, VOID, or BILL_TO_PT will no longer be re-synced to PracticeSuite, preventing changes to unallowed statuses.
• Integration: LSQ Payload Structure Added, enhanced API endpoints with required payload structures for LSQ integration, improving compatibility.

Fixed

• Patient: Correct Display of Insurance Type on Patient/Episode of Care Creation.
• Documents: Forms Not Displayed for Services in Encounter Details Modal. Resolved an issue where forms associated with added services were not displayed in the Encounter Details modal or the event tooltip. Forms now display correctly whether services are added from the event editing modal or the Schedule/Patient Calendar.
• Appointment Requests: Relationship Field Validation. Validated the Relationship fields in the Insurance modal, ensuring consistency with the Patient Portal.
• Billing: Improved Sync Timing Between Opus and PracticeSuite
• Scheduler: Telehealth vs. In-Person Display Discrepancy. Fixed an issue where appointments were incorrectly displayed as telehealth in the Upcoming Appointments section despite being scheduled as in-person.
• Documents: Blank and Medication Tab Issues. Addressed issues where Doctor Orders appeared blank, medications from the Medication Tab > Scheduled Medication were not reflected in MARS, and scheduled medication date/time fields were non-editable.
• Scheduler: Provider Assignment Issues. Fixed a bug that removed providers from groups unexpectedly and prevented adding providers to specific groups.
• Scheduler: Tooltip Updates for Event Duration. Fixed an issue where the Date, Time, and Duration fields in the event tooltip were not updated after modifying the event duration using drag-and-drop or edits from the modal.
• Billing: Encounter Synchronization Between Opus and PracticeSuite. Resolved a synchronization issue where encounters edited in PracticeSuite (e.g., modifying modifiers) did not reflect changes in Opus, and the encounter status was shown as Not Billable.
• Billing: Incorrect Encounter Status in Opus After PracticeSuite Line Item Updates. Fixed an issue where encounters in Opus were incorrectly marked as Not Billable after line item statuses were updated to BILL_TO_PR in PracticeSuite.
• Scheduler: Waitlist Events: 1440-Minute (All-Day) Duration Bug. Prevented the creation of all-day Waitlist Events with a duration of 1440 minutes.
• Billing: Voiding and $0 Encounter Issues. Resolved an issue where encounters marked as "Not Billable" (e.g., internal family meeting sessions) were contributing to voiding or $0 charge issues.

Discover the latest Opus 3.5 update launching December 1: featuring a new To Do List for efficient documentation and enhanced scheduling that automatically updates tasks upon appointment scheduling.

New:

To Do List: One of our favorite new features in Opus is a sleek, real-time organizational tool designed to keep your staff on top of documentation, ensuring billing gets out on time. The To Do List will be the first screen you see, replacing the My Pending Documents screen.

Enhanced Scheduling: Automatically creates a Task in the To Do List when an appointment is scheduled.

How This Update Benefits You: 

Experience a boost in productivity with our intuitive To Do List, ensuring vital actions are surfaced just when needed.

Clients will now receive more reliable text message reminders and notifications about their portal and appointments; email support@opusehr.com for assistance configuring this feature

Opus will be snappier and load times have been drastically reduced.

Fixed:

We have addressed small issues with text messages (SMS), making it more reliable for all users using this feature for appointment reminders, access to the patient portal, documentation requests, and more.