Changelog v1.27 - February 12, 2026

Summary

  • This release offers significant upgrades to clinical templates and AI efficiency. The 14-point Review of Systems (ROS) is now integrated into global templates and the Progress Note, while the HPI Chatbot has been optimized for faster patient interactions.

  • There are also improvements in real-time awareness and user experience. Providers will now receive notifications for task assignments, and the Tracking Board indicators have been refined for better visual clarity. The patient chart also features a new direct shortcut for creating follow-up encounters.

  • Administrative updates in this release offer more flexibility in Occupational Medicine workflows and ensure branding configurations are utilized more consistently across the platform.

Clinical Documentation and AI Workflow

Documentation and Templates
  • Integrated the 14-point Review of Systems (ROS) into the Global Templates for standardized use across the platform (#6043 (opens in a new tab)).
  • Enabled the 14-point ROS template to be added directly to the Progress Note for detailed clinical documentation (#5496 (opens in a new tab)).
  • Fixed a logic error in the Physical Exam section where progress notes would incorrectly display 'no data' if a comment box was filled without the corresponding checkbox being selected (#4064 (opens in a new tab)).
  • Added a Patient Refused option for weight entry on the vitals screen to accurately reflect patient compliance (#5447 (opens in a new tab)).
AI and Intake Efficiency
  • Optimized the Agentic Intake (HPI Chatbot) prompt to reduce the length of chat sessions, improving the speed of the patient check-in process (#3646 (opens in a new tab)).

Provider Interface and Task Management

Tracking Board and Chart UI
  • Enhanced the UI feedback during the saving process in Visit Details and Patient Records to provide clearer status updates to users (#6142 (opens in a new tab)).
  • Updated the "Orange Indicator" logic on the Tracking Board to improve visual signaling for specific visit statuses (#5915 (opens in a new tab)).
  • Introduced a Create Follow-up button directly on the patient chart to streamline the creation of subsequent encounters (#5878 (opens in a new tab)).
Task Notifications
  • Implemented a new notification system that alerts users immediately when a clinical task is assigned to them (#5853 (opens in a new tab)).

Patient Intake and Configuration

Intake and Configuration
  • Updated the Occupational Medicine Employer information screen to allow the selection of 'none' within the Employer selector (#5905 (opens in a new tab)).
  • Refined the usage of branding configurations to ensure a more cohesive white-label experience (#5536 (opens in a new tab)).
Changelog