Changelog v1.30 - March 29, 2026

Summary

This release empowers administrators with direct control over some clinical catalog management, allowing for the self-administration of Quick-Picks for allergies, medications, medical condition, and procedures directly within the EHR.

Technical barriers between systems are further reduced with the new ability to search and load legacy EHR data, ensuring a more complete longitudinal record for patients transitioning to the Ottehr platform.

Clinician efficiency is at the forefront of v1.30, featuring a streamlined eRx integration that reduces task clutter, more intelligent pharmacy searches, and quicker navigation via a pinned sidebar during note documentation.

Operational reporting also sees significant upgrades, with new specialized reports for completed visits and patient acquisition insights, alongside enhanced filtering and sorting for invoicing.

Revenue Cycle Management (RCM) and Reporting

Billing and Invoicing
  • Enhanced the Invoicing report with robust sorting, filtering, and copying capabilities, allowing billing teams to manage and export financial data with greater precision (#6361 (opens in a new tab)).
  • Added CPT code 99173 ("Screening test of visual acuity") to automatically trigger when a numeric vision test is recorded during intake, ensuring accurate reimbursement for screening services.
Operational Reports
  • Introduced a new "Completed Visits" report to provide management with a clear, high-level view of throughput and historical encounter volume (#4741 (opens in a new tab)).
  • Added "How did you hear about us?" responses to the New Patient Report, providing marketing and operations teams with better data on patient acquisition sources (#6493 (opens in a new tab)).

Clinical Documentation and Workflow

ePrescribing and Pharmacy
  • Resolved an issue where the eRx integration was automatically generating unnecessary tasks in the EHR. (#6636 (opens in a new tab)).
  • Improved the pharmacy search feature to support partial string searches, making it significantly faster to locate a patient’s preferred pharmacy with incomplete information.
  • Enhanced the eRx enrollment workflow to immediately check and adapt based on enrollment status the moment the "enroll" link is clicked, providing real-time feedback and smoother onboarding (#6412 (opens in a new tab)).
Patient Records and History
  • Implemented the ability to search and load legacy EHR data, allowing clinicians to pull in historical patient context from previous systems for a more complete care history (#6467 (opens in a new tab)).
  • Added a "Patient could not confirm dosage" checkbox to the Medical History screen, allowing for more accurate documentation when a patient's medication details are incomplete (#5174 (opens in a new tab)).
  • Enabled the deletion of patient documents, giving staff the ability to remove duplicates or incorrectly uploaded files from the patient record (#6347 (opens in a new tab)).
  • Added Service Category to the Encounters table on the Patient Record, ensuring the type of care is visible in the historical visit list.
Documentation Interface
  • In Provider and Intake modes, the side navigation bar is now pinned during scrolling, ensuring quick access to different sections of the progress note without losing your place (#4057 (opens in a new tab)).
  • Renamed the "Chief Complaint" text field to "Additional Information" throughout the progress note and exported documents (PDFs, discharge summaries), and removed the requirement to complete this field before signing a visit note. The screen title and side navigation label are unchanged (#5322 (opens in a new tab)).
  • Added a consent checkbox to the Radiology screen to ensure documented compliance prior to imaging procedures (#5380 (opens in a new tab)).

Administration and Operations

Administrative Self-Service
  • Introduced self-administration tools in the Admin panel for Allergies, Medications, Medical Conditions, and Procedures, allowing authorized users to directly manage clinical catalogs (#6547 (opens in a new tab)).
  • Consolidated Admin Pages and Telemedicine Admin into a single unified tab for a cleaner, more intuitive management experience (#1176 (opens in a new tab)).
  • Added a configuration option to show or hide the primary icon in the patient portal on a per-page or site-wide basis, enabling more tailored branding for specific client deployments (#6524 (opens in a new tab)).
Staff and Employee Management
  • Expanded functionality of Employee Profile menu to include a Settings option where notification options will reside (#6035 (opens in a new tab)).
  • Added Date of Birth (DOB) as a search option on the "Staff Add" screen to improve accuracy when searching for patients and adding patient encounters (#6095 (opens in a new tab)).
  • Removed the "when credentialed in state" qualifier from telemedicine notifications to allow wider notifications for telemed events (#5922 (opens in a new tab)).

Tracking Board and Visibility

  • Added a dedicated Tracking Board icon for immunizations, allowing staff to quickly identify visits where vaccines have been ordered or administered (#5369 (opens in a new tab)).
  • Improved Notifications by making the list of scrollable, ensuring visibility into all active alerts during high-volume periods (#4262 (opens in a new tab)).
Changelog