Changelog v1.37 - July 1, 2026

Summary

  • Global templates can now order in-house medications and external lab orders, continuing the expansion that began with procedures and in-house lab orders in v1.36.
  • A complete patient medical record can now be requested and downloaded as a zip file from the patient Visit History.
  • A "No Email" checkbox is now available wherever a patient's email is collected, to accommodate patients without an email address or who do not want to provide one.
  • Oystehr AI's E&M code recommendations now incorporate the patient's active prescription data from the eRx system, improving accuracy for patients on complex medication regimens.
  • Insurance eligibility checks now surface on the Visit Details page additional payer details, including the Managed Care Organization (MCO), helping staff route claims to the correct payer.
  • The tracking board date filter now supports selecting a date range instead of a single date.
  • Imperial and Metric unit entry order, and several progress note defaults, are now configurable in Admin.

Global Templates

  • External lab orders can now be included in global templates. When a template is applied, the system re-validates each saved order against the lab's current test list, automatically selects the ordering office based on the visit's location, and defaults the payment method from the visit's existing payment details. Orders created this way go through the same workflow as orders placed by hand, landing in the add sample state. If a payment method can't be determined automatically, the section is flagged and the provider must select one or skip it before applying (#7815 (opens in a new tab)).
  • In-house medication orders can now also be included in global templates. When applying a template with in-house medication orders selected, those orders are created and submitted for administration (#7851 (opens in a new tab)).

Patient Records and Privacy

  • A complete patient medical record, including every document in the patient's documents folder, can now be requested and downloaded as a single zip file from the patient Visit History (#7054 (opens in a new tab)).
  • A "No Email" checkbox is now available beneath the email field on visit details, the patient profile, and patient paperwork. Patients are required to either provide an email or confirm they don't have one. The system will no longer attempt to send confirmation, cancellation, or lab result emails to patients marked as having no email address. When sending an invoice to a patient without an email on file, a warning is shown indicating the invoice email will not be sent (#6725 (opens in a new tab)).

Oystehr AI

  • Oystehr AI's E&M code recommendations now incorporate the patient's active prescription data from the eRx system. Active medication names, the number of active medications, and whether a medication is a refill are passed as additional context into the AI model, improving the accuracy of E&M code suggestions for patients on complex medication regimens (#7589 (opens in a new tab)).

RCM & Billing

  • Insurance eligibility checks now surface additional payer details returned in the eligibility response, including the patient's Managed Care Organization (MCO) when applicable. This is particularly useful for Medicaid recipients enrolled in a sub-plan managed by a different payer, helping staff confirm the correct payer before submitting a claim. Eligibility errors and "not eligible" statuses are now also shown directly in the Payment Considerations section (#7447 (opens in a new tab)).
  • For employer-paid, self-pay, and other non-insurance visits, health insurance information is no longer sent to the RCM system, even if it exists on the patient's record. This prevents claim processing issues caused by the RCM system's rules engine attempting to apply insurance-specific logic to non-insurance visits (#7474 (opens in a new tab)).
  • The estimated patient payment calculation now accounts for medication quantity and unit strength for drugs billed with HCPCS codes that specify a unit size different from how the medication is named in the in-house medication catalog. This ensures the billed quantity matches the actual amount administered (#7397 (opens in a new tab)).
  • NPI validation on provider editing screens was improved to enforce the full CMS check-digit algorithm, not just the requirement that the number is 10 digits. Providers will now be prompted to correct an NPI that passes the length check but fails the checksum before it can be saved (#1755 (opens in a new tab)).
  • Invoice due dates are now validated to ensure they fall in the future. If today's date or a past date is selected, the system displays an error and prevents the invoice from being created until a future date is chosen (#7977 (opens in a new tab)).

Tracking Board

  • The date filter on the tracking board now supports selecting a date range, allowing staff to view visits spanning multiple days without repeatedly reloading and re-filtering. This makes it easier to view upcoming appointments for more than one day at a time and to locate a past visit. A date was also added to the Time column for each visit, and the filter bar was rearranged for clarity (#7894 (opens in a new tab)).

Vitals

  • The order in which Imperial and Metric units are entered (which unit appears first for Vitals) is now configurable per organization in Admin (#7652 (opens in a new tab)).
  • A validation alert now appears if a diastolic blood pressure reading is entered as greater than or equal to the systolic reading, since this is not physiologically possible (#7845 (opens in a new tab)).

Radiology

  • Radiology study information is now shown directly in the progress note, the visit note PDF, and the discharge summary PDF (#3274 (opens in a new tab)).

In-House Medications

  • When an in-house medication order is marked as partly administered or not administered with an "Other" reason, the specified reason is now shown in the MAR table rather than just the word "Other" (#2412 (opens in a new tab)).

Visit Details

  • The visit details Save button is now enabled as soon as any field is edited, rather than waiting until all required fields are filled. Invalid fields are highlighted in red when Save is clicked, and the page scrolls to the first field that needs attention (#7920 (opens in a new tab)).
  • The patient ID is now shown on the Visit Details screen below the patient name, with an info icon that opens a tooltip showing both the friendly ID and the full UUID, consistent with how it appears on the patient profile (#8287 (opens in a new tab)).

Patient Screen

  • Tables on the patient screen (Visits, Patient Follow-ups, Labs, In-House Labs, and Radiology) now show 20 rows before paginating, up from 5 (#4534 (opens in a new tab)).

Bug Fixes

Changelog