Changelog v1.26 - January 29, 2026

Summary

To enhance the existing Urgent Care workflow, we have incorporated Workers Compensation and Occupational Medicine Service Category workflows. Additionally, a Service Category display has been integrated into the tracking board, enabling swift identification of the services requested for each encounter.

The Clinical Documentation capabilities have been further improved by introducing a new 14-point Review of Systems (ROS) template, a favorites list for medical history, and enhanced automation for radiology tasks.

Furthermore, the Candid patient demographic synchronization has been expanded, and newly generated billing statements have been added to the Patient Portal.

Revenue Cycle Management (RCM) and Billing

Insurance and Claims Integration

Clinical Documentation and Workflow

Exam and Documentation Enhancements
  • Introduced a comprehensive 14-point Review of Systems (ROS) MVP template for more detailed patient assessments (#5496 (opens in a new tab)).
  • Expanded the Physical Exam options to include specific findings for bowel sounds, back assessments, and vascular status (#5461 (opens in a new tab)).
  • Added the ability to save and select from a Favorites list within Medical History to speed up clinical data entry (#5239 (opens in a new tab)).
  • Added a searchable interface to the Procedures list, allowing providers to find specific interventions more quickly (#4442 (opens in a new tab)).
  • Integrated the Last Menstrual Period (LMP) field into the Vitals screen for easier access during intake (#5446 (opens in a new tab)).
  • Configured adult-specific vital sign ranges to trigger clinical alerts when values fall outside of normal parameters (#3491 (opens in a new tab)).
Clinical Task Automation
  • Implemented automatic Final Read radiology tasks to ensure diagnostic loops are closed efficiently (#4386 (opens in a new tab)).
  • Optimized the task board by automatically deleting short-lived intermediary clinical tasks that do not require staff action (#5769 (opens in a new tab)).

Provider Interface and Tracking Board

Tracking Board and Reports
  • Rewrote the workflow efficiency report into a comprehensive Practice KPIs report for better oversight of clinical metrics (#4681 (opens in a new tab)).
  • Updated the Tracking Board to display the specific Service Category for each visit at a glance.
  • Configured the Tracking Board so that clicking 'Progress Note' now directly opens the Review and Sign screen (#5391 (opens in a new tab)).
  • Added the ability for providers to change the Service Category directly within the visit details (#5489 (opens in a new tab)).

Patient Intake and Paperwork Flow

Specialized Paperwork Flows
Intake Usability and Configuration
  • Improved the paperwork review and submit screen to dynamically show only the pages relevant to the specific visit (#5891 (opens in a new tab)).
  • Introduced a Walk-in QR code flow to facilitate faster on-site registrations (#5530 (opens in a new tab)).
  • Added Pharmacy address autocomplete to the registration flow to ensure data accuracy (#5217 (opens in a new tab)).
  • Added Social Security Number (SSN) and employer information fields to the About the Patient intake screens (#5096 (opens in a new tab)).
  • Configured the intake flow to automatically transition patients to paperwork immediately following consent form completion (#5746 (opens in a new tab)).
  • Updated the Staff Add feature to allow for addition of Telemedicine visits (ad-hoc and prebooked) (#4350 (opens in a new tab)).

Platform and System Maintenance

System and Testing Updates
  • Enhanced the branding configuration usage to ensure consistent white-labeling across the platform (#5536 (opens in a new tab)).
  • Migrated Medication end-to-end (E2E) tests into the in-person testing suite for better coverage of clinical workflows (#5818 (opens in a new tab)).
Changelog