Changelog v1.20 - October 30, 2025

Summary

Added the ability to add Followup encounters to existing provider notes for patient care documentation. Also introduced the new Task manager, initially displaying and assigning Lab Orders and Unsolicited Lab results.

To add a followup visit, navigate to a patient's Visit History. On the right is the 'Follow up' button.

Followup Visit Button

In the window that appears, configure the followup visit as desired, including selecting an encounter that this followup is associated with.

Followup Visit Modal

Another new feature in this release is Tasks. A new Tasks menu is at the top and displays tasks that are available for the user to fulfill. For the initial version, Lab Orders and Unsolicited Lab results tasks will be available to interact with.

Tasks

New Followup Encounters

Follow-up Encounters
  • Added Patient Followups to allow providers to write prescriptions or order lab tests in followups to existing encounters which will enhance patient care continuity (#3187 (opens in a new tab)).

New Clinical Tasks

Clinical Tasks Feature

Clinical Workflow and Documentation

AI-Powered Code Suggestions
  • Introduced AI-generated suggestions for Procedure CPT Codes to assist with accurate billing and documentation (#4432 (opens in a new tab)).
  • Integrated AI to generate a list of suggested ICD Codes for diagnoses when HPI or MDM is updated (#4299 (opens in a new tab)).
  • Ensured the AI section correctly shows the patient-AI chat only after the patient interview is completed, preventing partial data display (#4049 (opens in a new tab)).
Exam and Procedure Enhancements
  • Updated the Exam Abnormals feature to require a dropdown selection before an item can be marked as abnormal, improving data integrity (#4055 (opens in a new tab)).
  • Modified the Procedures screen to change the Post Procedure Instructions and Instructions/Supplies fields from single-select to multi-select options for greater flexibility (#3267 (opens in a new tab)).
Pharmacy and Medication Management
  • Fixed an issue where prescriptions were not being added to the medication list from the eRx tab (#4259 (opens in a new tab)).
  • Ensured the Patient Pharmacy information is displayed on the Progress Note, visible from the eRx tab, for quick reference (#4248 (opens in a new tab)).
  • Resolved a regression on the updated 'Visit Details' screen where Pharmacy info was not displayed (#4470 (opens in a new tab)).
Tracking Board Improvements
  • Added Abnormal Vitals to the Tracking Board view, allowing staff to quickly identify high-risk patients (#4284 (opens in a new tab)).
  • Visit time tracking (Length of Stay - LOS) calculations and timing of each status now displays properly on the Tracking Board (#3342 (opens in a new tab)).
Reporting and Data
  • Added the ability to download report tables as CSV from the EHR Reports screen, making data analysis easier (#4450 (opens in a new tab)).
  • Added the ability to filter the 'Daily Payment Report' by location for more targeted financial insights (#4447 (opens in a new tab)).
Patient Chart & Documents
  • Added a Self-pay label to the top navigation bar of the patient chart for quick insurance status checks by provider (#4217 (opens in a new tab)).
  • Ensured Patient Docs are sorted in reverse chronological order for easier access to the most recent files (#4189 (opens in a new tab)).
  • Added a checkbox to the Visit Details screen to verify staff have collected patient consent (#4414 (opens in a new tab)).
In-House Lab Result Flags
  • Added "normal" and "inconclusive" flags to the Progress Note next to in-house lab results, offering clearer interpretation (#4455 (opens in a new tab)).
External Lab Updates

System and Administrative Improvements

Platform Stability
  • Initiated the migration of Ottehr Core to Infrastructure as Code (IaC), enhancing deployment consistency and platform reliability (#4715 (opens in a new tab)).
Task Management
  • Added the ability to retry 'send claim' tasks from the Tasks Observability screen, improving billing workflow resilience (#4539 (opens in a new tab)).
Changelog