This week's release includes improvements to scheduling and billing accuracy, stronger access controls, and clearer administrative workflows. We've also expanded patient configuration and search capabilities, while improving claim and API data consistency. These updates help reduce billing mismatches, improve historical data accuracy, and ensure information is prefilled more reliably.
What's New
- Added custom field categories, with grouped patient profile sections and category management in Settings
- Added an optional Profile Age column in Patient Search (disabled by default)
- Applied clinic and practitioner access rules to program assignment, call tasks, to-dos, and follow-up workflows
- Updated insurer form version outputs used in HCAI submissions
- Telehealth SOAP AI notes now return plain text instead of markdown-styled labels
Fixes
- Fixed an issue where custom fields could fail to save in accounts with a large number of custom fields
- Fixed an issue where multi-day availability responses could miss away blocks for some practitioners
- Fixed an issue where multi-invoice payment screens could display incorrect line-item totals and default payable amounts
- Fixed an issue where OHIP quick billing did not correctly prefill the complaint and referring practitioner fields on initial load
- Fixed an issue where JComm history views could display incorrect historical records