EHR update: December 12th, 2014 Release Notes

All new features and product upgrades are made exclusively in the new EHR.
Request priority access by contacting customer support.

Practice management updates:

This week's update brings exciting improvements to the Tasks section of your EHR. We took your feedback and built it directly into the redesign to make tasks easier to navigate, clearer to assign, and provide a more straightforward workflow for your practice.
  • All: This tab will display all uncompleted tasks for the entire practice, regardless of assignee or task type.
  • Results: This tab will display both Lab and Imaging results that still need to be reviewed and signed.
  • Refill requests: Prescription refill requests will now be auto-assigned to the prescribing provider, as well as reside in their own tab.
  • Unassigned: All tasks that have yet to be assigned to someone in your practice.
  • My tasks: All tasks that have been assigned for you to complete.
  • You also notice each tab has unique filters that will further help sort and manage practice tasks.
  • In the future, we will be adding additional tabs, as well as the ability to customize which tabs display in the Tasks list.
Practice dashboard
Online Profile tile
  • This displays completion of your online appointment booking profile, as well as allows you to edit your online profile settings.
Connected Care tile
  • Connected Care is an ACO partnership program for qualifying providers.
  • This program includes a Connected Care tab in the patient list, as well as alerts and care plan icons in your patient's chart.
  • Connected Care/ACO alerts can be adjusted in the Settings menu under CDS and Connected Care alerts.


Charting updates:

Patient list
  • Your recently accessed patient list and search can now be sorted by column.
  • Added the ability to show/hide inactive patients.
  • Added the ability to search for patients by multiple criteria.
  • Improved visibility of information displayed on the patient list.
Encounters (chart notes)
  • Improved autosave functionality on all charting/details panes.
  • Templates can now be edited from the chart note.
  • Medication information is not included when printing the plan.
  • Added the ability to update Encounter section with note type, date seen, provider, etc.
  • Diagnosis search now includes ICD code.
  • Medications now display both generic and brand names.
  • Miscellaneous bug fixes and workflow improvements.


Billing updates:

  • Added payer information toolbox for improved visibility when adding patient insurance.
  • Added Workers Compensation as selectable insurance type.
  • Improved print view and layout.
  • Added additional data visibility to billing reports.
  • Removed inactive providers from displaying on the superbill.
  • Miscellaneous bug fixes and workflow improvements.


e-Prescribing updates:

  • Refill requests can now be approved in two clicks from the Tasks section.
  • Integrated a new database for more frequent medication updates.
  • Tasks will now auto-assign to the related provider for refill requests.
  • Improved pharmacy search and frequent pharmacies list for patients.
  • Added the ability to input decimals into max daily dose.
  • Prescription histories and Refill requests can now be deleted in bulk from the Tasks section under Actions.
  • Miscellaneous bug fixes and workflow improvements.


Lab updates:

Lab Ordering
  • Payment types (cash, practice, private insurance) can now be selected in lab orders.
  • The patient's primary or secondary insurance will pre-populate the payment fields, as well as insurance type where available (i.e. HMO, Medicare, Medicaid, etc).
  • General workflow and visibility improvements.
Lab Results  
  • Medications can now be ordered directly from the Lab Results screen so that providers can reference the result, use fewer clicks, and improve their workflow efficiency.
  • Collection date is now highlighted under the result header for easier viewing.
  • Updated spacing in header and columns of lab results for improved visibility.
  • Bolded observation titles for easier readability.
  • Redesigned print format to better display observation results and use less pages when printing.


Messaging updates:

  • Contacts can now be added to your directory directly from the message window.
  • Updated Direct messaging dashboard tile to display Direct address.
  • Simplified Direct messaging identity verification workflow.
  • Added N+M shortcut wherever messages are present.
  • Any message can now be attached to a patient's chart. This can be enabled/disabled for the entire practice in the Settings menu, or selected individually for each message.
  • General improvements to include patient phone number and insurance information in referrals.


All new features and product upgrades are made exclusively in the new EHR.
Request priority access by contacting customer support.

Release Notes

  1. Where do I find information about EHR updates?
  2. EHR Update: June 29, 2018 Release Notes
  3. EHR Update: June 1, 2018 Release Notes
  4. EHR Update: May 3, 2018 Release Notes
  5. EHR Update: April 19, Release Notes
  6. EHR Update: April 5, 2018 Release Notes
  7. EHR Update: March 23, 2018 Release Notes
  8. EHR Update: March 8, 2018 Release Notes
  9. EHR Update: February 27, 2018 Release Notes
  10. EHR Update: February 8, 2018 Release Notes
  11. EHR Update: January 25, 2018 Release Notes
  12. EHR Update: November 30, 2017 Release Notes
  13. EHR Update: November 17, 2017 Release Notes
  14. EHR Update: October 19, 2017 Release Notes
  15. EHR Update: October 5, 2017 Release Notes
  16. EHR Update: September 21, 2017 Release Notes
  17. EHR Update: August 24, 2017 Release Notes
  18. EHR Update: July 27, 2017 Release Notes
  19. EHR Update: July 13, 2017 Release Notes
  20. EHR Update: June 29, 2017 Release Notes
  21. EHR Update: June 1, 2017 Release Notes
  22. EHR Update: May 18, 2017 Release Notes
  23. EHR Update: April 20, 2017 Release Notes
  24. EHR Update: April 6, 2017 Release Notes
  25. EHR Update: March 9, 2017 Release Notes
  26. EHR Update: February 23, 2017 Release Notes
  27. EHR Update: February 9, 2017 Release Updates
  28. EHR Update: December 15, 2016 Release Notes
  29. EHR Update: November 10, 2016 Release Notes
  30. EHR Update: October 27, 2016 Release Notes
  31. EHR Update: October 13, 2016 Release Notes
  32. EHR Update: September 22, 2016 Release Notes
  33. EHR Update: August 25, 2016 Release Notes
  34. EHR Update: July 14th, 2016 Release Notes
  35. EHR Update: June 30th, 2016 Release Notes
  36. EHR Update: June 17th, 2016 Release Notes
  37. EHR Update: May 5th, 2016 Release Notes
  38. EHR Update: March 24, 2016 Release Notes
  39. EHR Update: February 26th, 2016 Release Notes
  40. EHR Update: January 28, 2016 Release Notes
  41. EHR Update: December 17th, 2015 Release Notes
  42. EHR Update: October 23rd, 2015 Release Notes
  43. EHR Update: September 3rd, 2015 Release Notes
  44. EHR Update: July 30th, 2015 Release Notes
  45. EHR update: July 17th, 2015 Release notes
  46. EHR update: June 26th, 2015 Release Notes
  47. EHR update: June 4th, 2015 Release Notes
  48. EHR update: May 7th, 2015 Release Notes
  49. EHR update: April 23rd, 2015 Release Notes
  50. EHR update: April 9th, 2015 Release Notes
  51. EHR update: March 26th, 2015 Release Notes
  52. EHR update: March 12th, 2015 Release Notes
  53. EHR update: February 24th, 2015 Release Notes
  54. EHR update: January 29th, 2015 Release Notes
  55. EHR update: January 16th, 2015 Release Notes
  56. EHR update: December 12th, 2014 Release Notes
  57. EHR update: November 13th, 2014 Release Notes
  58. EHR update: October 30th, 2014 Release Notes
  59. EHR update: October 17th, 2014 Release Notes

Feedback and Knowledge Base