Ottehr v1.6 - April 18, 2025
Eligibility checking, Credit card and Revenue cycle management (RCM) additions
This release adds on eligibility checks and credit card collection during patient registration. Other key improvements include enhancements and fixes for patient information validation, enhanced scheduling functionality, and document and note visibility. We have also added end-to-end testing for telemedicine workflows.
Enhancements to Patient Information and Insurance Handling
Improved data accuracy and patient experience by fixing issues with responsible party validation, insurance name fields, and preferred name visibility. Also standardized relationship options and updated gender identity fields.
- Added validation for responsible party under 18 years old - Users will now see a message when attempting to assign someone under 18 as the responsible party (#1914) (opens in a new tab).
- Insurance middle name from Patient app now appears correctly in EHR - Fixes gap in patient insurance record population (#1756) (opens in a new tab).
- Preferred name is now displayed in patient info section - Ensures full identity representation (#1737) (opens in a new tab).
- Fixed issue with differing responsible party relationship options between Patient app and EHR - Standardized across systems (#1377) (opens in a new tab).
- Fixed issues related to "Sexual orientation" and "Gender identity" fields - Updates improve clarity and accuracy (#1781) (opens in a new tab).
Improvements to Scheduling and Availability
Resolved issues with provider availability and slot visibility, ensuring schedules reflect accurate opening hours and edits no longer overwrite unrelated settings.
- Booking link slots now load correctly for providers - Resolved issue preventing slot visibility (#1927) (opens in a new tab).
- Fixed issue with pre-filled location not showing available slots in “Add Patient” flow (#1900) (opens in a new tab).
- Opening hours for offices are now respected in scheduling logic (#1911) (opens in a new tab).
- Overrides and schedule details can now be saved independently - Prevents overwrites during schedule edits (#1864) (opens in a new tab).
Fixes to Virtual Visit Workflows
Addressed issues that prevented assigning or unassigning Virtual visits, corrected mismatches in visit note behavior, and restored visibility of provider notes during sign-off.
- Fix for error when signing virtual appointment (#1787) (opens in a new tab).
- Progress note for virtual visit no longer opens incorrect "in-person" version (#1520) (opens in a new tab).
- Provider notes for “Nose” section now show up in Review & Sign (#1190) (opens in a new tab).
- Fixed a backend issue where Telemed appointment requests were intermittently failing - Improves virtual visit reliability and booking flow (#1703) (opens in a new tab).
Fixes and Updates to Paperwork, Past Visits, and Patient Communication
Improved patient access to documents and restored functionality for work excuses, automated messaging, and past visit handling, even in edge cases like new devices or unclicked buttons.
- Upload Docs now works for all existing patients, not just newly added ones (#1164) (opens in a new tab).
- Work excuse PDF now properly appears in Past Visits, even if "Publish now" wasn't clicked (#1593) (opens in a new tab).
- Automated messaging for In-Person visits has been restored (#1239) (opens in a new tab).
- Patient app now properly handles Past Visits when a new phone has no users linked (#722) (opens in a new tab).
- Fixed bug where only school note was available in Past Visits - work note now also included (#1173) (opens in a new tab).
Enhancements to EHR Document Handling and Consent Flows
Restored visibility of previously hidden documents and ensured that consent form PDFs are now accessible for review and download.
- 'Get PDF' button for consent forms is now present again (#1344) (opens in a new tab).
- Docs tab now displays more than just Visit Note files - restores access to full documentation set (#1639) (opens in a new tab).
E2E Testing Improvements
Expanded end-to-end test coverage for Virtual workflows including paperwork, medical history management, and participant options—boosting confidence in virtual care flows.
- E2E test coverage expanded for:
- Tests for Virtual paperwork workflows (#1630) (opens in a new tab)
- Tests for Join call participant option (#1689) (opens in a new tab)
- Tests for Review and Submit step (#1740) (opens in a new tab)
- Tests for HPI & Medical History - add/remove medical conditions and allergies (#932) (opens in a new tab)
- Tests for HPI & Medical History - add/remove current medications (#933) (opens in a new tab)
- Unassign visit in Telemedicine E2E flow now works correctly (#927) (opens in a new tab).
- Assign visit in Telemedicine E2E flow now functions as intended (#925) (opens in a new tab).
- Addressed failing tests on the Employees page (#1882) (opens in a new tab).
- E2E test for Patient Details section in Patient Record (#1301) (opens in a new tab).
- E2E test for Primary Care Physician section in Patient Record (#1302) (opens in a new tab).
- E2E test for Responsible Party section in Patient Record (#1303) (opens in a new tab).
Updates to Patient Record and Employee Workflows
Resolved errors in patient record creation, employee license handling, and demo visit creation. Introduced user-friendly details like “no condition” labels in clinical notes.
- Fix for employee license display and editing issues on Employee page (#1903) (opens in a new tab).
- Demo visits can now be created without triggering appointment creation errors (#1872) (opens in a new tab).
- Fixed error when creating new appointment related to changes in patient name structure (#1862) (opens in a new tab).
- Added “patient has no…” labels in Progress Notes where applicable (#894) (opens in a new tab).
Backend and RCM Enhancements
Improved the payment infrastructure with credit card support and improved insurance eligibility logic for better front-end/back-end alignment in RCM processes.
- Updated payment Zambdas in RCM module to support credit card transactions (#799) (opens in a new tab).
- Insurance eligibility check and credit card collection now integrated into Patient app (#810) (opens in a new tab).
UI/UX Fixes
Ensured consistency across the platform by adding missing screen titles and restoring expected interface elements during in-person screening steps.
- In-person initial screening screens now have proper titles and 'Internal Note' buttons where previously missing (#1044) (opens in a new tab).