EHR update: March 26th, 2015 Release Notes

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

Now available: Custom reminder tasks

We’re excited to release one of our highest requested features: Customizable reminder tasks.

  • Custom reminders can now be created directly from the Tasks section of your EHR, so there’s no more need for sticky notes.
  • Reminder tasks can be customized, assigned to a user in your practice, attached to a patient, and given a reminder date.
  • Use custom reminder tasks for seasonal or annual check-ups, lab reminders, following up with patients, self-reminders and more.
  • To learn more about integrating custom reminders into your workflow, click here.


Lab and Imaging updates:

  • New lab orders will default to the previous lab or imaging center used for each patient to save time when ordering and reduce clicks.
  • When reviewing results in your EHR, provider name is now separated by Active/Inactive (inactive providers are maintained to keep track of historical results).
  • The ordering detail pane now automatically pops open to display your Templates/Recent tests, saving you an extra click when placing orders.
    • This panel displays saved ordering templates, as well as any recent tests ordered for the patient. A single click will automatically add components from either. Keep in mind that templates are directly tied to the lab or imaging center you’ve selected for the order.
    • Ordering templates offer you more face time with your patient by reducing the amount of time you spend placing frequently ordered labs and imaging studies.
    • To learn more about how to place orders using templates, click here.


e-Prescribing updates:

Support patient health and provide easier access to prescribed medications with coupons now available from your EHR.

  • After starting your medication order, eligible prescriptions will display a coupon notification when available.
  • Print the coupon to help ensure your patients redeem the savings at their pharmacy.
  • You can also opt to include the coupon code with your e-prescription. The pharmacy may then choose to apply the coupon at the time of purchase.


Billing updates:

  • Insurance payment preference is now available directly above the insurance section of the patient’s profile.
  • Selecting the correct insurance payment preference will automatically populate the patient’s payment information onto your practice superbills.   


Resolved issues:

  • Bug fix: Prescription quantity now displays on printed prescriptions.
  • Bug fix: “Dispense as written” no longer appears on prescriptions without being selected first.
  • Bug fix: Billing date calendars now display correctly on iPad and tablets.
  • Documents are now differentiated in the patient’s timeline under “Signed” and “Pending” to improve organization and identification.
  • Encounter notes for Referrals now display in chronological order for easier access and identification.

To keep track of upcoming bug fixes and known issues, please visit our Service Updates page and vote on any issues impacting your practice.


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

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