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Release Notes – 2026-06-11

🏥 EHR Platform (For Clinic & Provider Staff)

These updates are designed to simplify your clinical workflows, expand order management flexibility, and improve task tracking.

🌟 What’s New?

  • Add Tests to Active Lab Orders

    • You can now add new tests to lab orders that have already been created and posted, removing the need to create a duplicate order.

      [Learn more in our Documentation] | [Watch the Video Tutorial]

  • Upcoming Practice Orders View

    • Access a centralized view of all upcoming orders across your entire practice to better plan your clinical week.

      [Learn more in our Documentation] | [Watch the Video Tutorial]

  • Lab Information in Appointment Details

    • Review relevant laboratory information directly within the appointment details screen for quicker reference during patient visits.

      [Learn more in our Documentation] | [Watch the Video Tutorial]

  • Refund Support for Edited Laboratory Orders

    • The system now supports automated, seamless refunds whenever an laboratory order is edited or changed.

      [Learn more in our Documentation] | [Watch the Video Tutorial]

  • Manual Task Completion

    • Staff and providers can now manually mark open To-Do tasks as completed to keep clinic task lists accurate and up to date.

    • [Learn more in our Documentation] | [Watch the Video Tutorial]

🛠️ Bug Fixes & Enhancements

  • Task View Error Resolved

    • Fixed an issue that occasionally triggered an error or a crash when opening the task list view.

  • Embedded Appointment Surveys

    • Surveys tied to specific appointment types now open smoothly as an integrated, embedded view rather than a separate popup.


🌐 Patient Portal (For Patients)

These updates focus on delivering a smoother, more transparent experience for patients managing their health.

🌟 What’s New?

  • New Onboarding Experience

    • We redesigned our onboarding flow to help patients get started faster and navigate the portal effortlessly.

      [Learn more in our Documentation] | [Watch the Video Tutorial]

  • Automated Notifications for Disabled Medications

    • Patients will now receive an automatic alert about upcoming orders if any of their associated medications are currently disabled.[Learn more in our Documentation] | [Watch the Video Tutorial]

  • Automated To-Do Tasks for Blood Draws & Labs

    • The system now automatically creates action items and tasks directly in the Patient Portal whenever blood draws or lab work are required, keeping patients informed of their next steps.

      [Learn more in our Documentation] | [Watch the Video Tutorial]

  • Manual Task Completion

    • Patients can now manually mark their assigned open To-Do tasks as completed to keep their portal dashboard accurate and up to date.[Learn more in our Documentation] | [Watch the Video Tutorial]

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