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.

- 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.

- 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.

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


- Patient record management is now more flexible, allowing for editing of patient document file names.

- Ordering by lab sets is now supported to allow quick configuration of multiple labs that are commonly used together.

- Pharmacy search is now integrated with Google place search to improve speed and accuracy at registration.

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
- Enabled entry of preliminary radiology reports directly within the EHR UI (#3295 (opens in a new tab)).
- Expanded the preliminary read input field to better accommodate long-form text entry (#6279 (opens in a new tab)).
- Added a "pending final" status and the ability for staff to send radiology orders for a final report with a single click (#5227 (opens in a new tab)).
- Updated the final status view to display both preliminary and final reports simultaneously for full clinical context (#5228 (opens in a new tab)).
- Configured radiology orders to send location data to AdvaPACS whenever necessary (#5842 (opens in a new tab)).
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
- Added functionality to rename files directly within the patient documents section (#4410 (opens in a new tab)).
- Automated patient notifications on publishing of lab results to the patient portal (#3743 (opens in a new tab)).
- Integrated a pharmacy autocomplete search feature into the Visit Details page (#6044 (opens in a new tab)).
- Resolved an issue in the Occupational Medicine selector where users were unable to deselect a previously chosen employer (#6098 (opens in a new tab)).
- Enabled staff members to update a user's login phone number (#6115 (opens in a new tab)).
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)).