Changelog v1.28 - February 25, 2026

Summary

  • This update introduces more detailed visibility into patient payments and balances and also improves invoicing reports. Key enhancements include per-visit balance tracking.
Patient Outstanding Balance
  • AI reviews to advise on procedure documentation has been added. Initial capability is to analyze laceration documentation for completeness. Future enhancements will expand this capability to other procedure documentation details.
AI Generated Suture Documentation Warning
  • The AI will also make recommendations in the Assessment for E&M coding to help providers properly submit claims and reduce rejections. These code recommendations are now clickable (in blue underline) to add them to the note. Additionally, recommendations for ICD-10 and CPT Codes are also now clickable to directly add as well to improve speed of documentation.
E&M Coding Assistant
  • Radiology workflows received a major overhaul with the introduction of preliminary report entry, final report requests, and deeper integration with AdvaPACS obviating the need to exit Ottehr to perform radiology functions.

  • Clinical efficiency is further improved with the introduction of favorite (aka "Quick Picks") lists across medications and conditions, and more concise final notes.

Quick Picks Closed
Quick Picks Open
  • Patient record management is now more flexible, allowing for editing of patient document file names.
Document File Renaming
  • Ordering by lab sets is now supported to allow quick configuration of multiple labs that are commonly used together.
Lab Sets
  • Pharmacy search is now integrated with Google place search to improve speed and accuracy at registration.
Pharmacy Selection with Google Places

Revenue Cycle Management (RCM) and Billing

Financial Tracking and Reporting
  • Enabled the display of discrete patient balances per visit as well as an aggregated total sum on the Visit Detail page (#5646 (opens in a new tab)).
  • Refactored the invoicing and invoiceable patients report features for improved performance and data accuracy (#5747 (opens in a new tab)).
  • Added an E&M code specifically for Immigration Visits to the core drop-down menu.

Clinical Documentation and Radiology

Radiology Workflow
Documentation Efficiency
  • Introduced Favorites Lists (aka "Quick Picks") for medical conditions, allergies, and both in-house and general medications to speed up data entry (#5638 (opens in a new tab)).
  • Added the ability to select from predefined Lab Order Sets (#5421 (opens in a new tab)).
  • Configured the final note to exclude unselected Review of Systems (ROS) items, resulting in cleaner documentation (#6232 (opens in a new tab)).
  • Introduced the ability to add custom titles to the Patient Instructions and Plan sections (#5839 (opens in a new tab)).
  • Implemented an AI suggestion feature for appropriate E&M codes on the Assessment tab (#4430 (opens in a new tab)).
  • Integrated AI to review procedure documentation for laceration repairs, specifically identifying type and quantity to assist in coding (#5724 (opens in a new tab)).
  • Moved Quick Texts into a configuration-based system with override support for better customization (#5897 (opens in a new tab)).

Patient Management

Patient Records and Portal
Administrative Tools and Reporting
  • Added Service Category as a filterable field to the Visits Overview report (#5276 (opens in a new tab)).
  • Updated the Practice KPI report to automatically hide locations that have zero in-person visits (#6031 (opens in a new tab)).
  • Investigated and addressed an issue where the IP address for consent forms was incorrectly appearing as unknown in staging environments (#6132 (opens in a new tab)).