🛠️ Changelog: 2026-08-05

Migration Required: No

Enable Treatment Plans to book appointments via calendar: Added capability to book next appointments using the calendar $book operation, properly linking them to the Care Plan and avoiding availability conflicts. plans#609

Implement organization subscription operation: Introduced a new $subscribe operation for organizations using existing cards on file or adding new ones to Basis Theory. org-mgmt#199

Implement organization unsubscription operation: Added an $unsubscribe operation that cancels Stripe subscriptions and creates a downstream task to disable the telemedicine module at the period end. org-mgmt#200

Implement organization subscription management operation: Introduced a new $manage-subscription endpoint to handle organization-level subscription updates. org-mgmt#202

Create operation to switch panels for lab orders: Developed a tool to programmatically edit an active laboratory order by swapping one panel for another. labs#1284

Create tool to force email changes for multi-account providers: Built an administrative tool to force email changes and merge duplicate B2C provider accounts. auth#953

Add minimum quantity validation for custom medications: Updated custom medication configurations to enforce the minimum quantity per substance defined by the selected master kit. ehr#7519

Fetch valid consents based on gender matching: Modified consent retrieval to fetch records where the patient's gender matches or where consent is not restricted by gender. ehr#7546

Handle endpoint resolution errors as non-authentication issues: Reclassified endpoint resolution failures to ensure they are treated as general system errors rather than auth failures. ehr#7538

Include location name in appointment templates: Enhanced appointment notification templates to dynamically include the specific location name. notifications#274

Create AuditEvent logs for note signatures: Ensured that signing clinical notes via $sign generates an audit log entry explicitly identifying the practitioner. encounter#276

Return organization data when fetching practitioners by ID: Updated the practitioner details endpoint to return organization structures alongside active roles for better constraint verification. admin#379

Update calendar booking to link Care Plan details: Enhanced the calendar booking service to include the Care Plan within the appointment's supporting information. calendar#464

Fix missing device information in Strive orders: Resolved an issue where the frontend failed to send necessary device details to the backend, causing order splits to fail. ehr#7528

Fix device information loading during medication reorders: Corrected a bug where renewing a previous prescription omitted the associated DeviceRequests (like syringe types), causing Strive rejections. ehr#7516

Fix incorrect status reporting in Rx change flows: Rectified an issue where prescription change tasks failed to transmit the correct decision status. ehr#7541

Fix empty device type string assignment during searches: Resolved an administration bug where searching for a device type without making a final selection saved an empty string. app-admin#1195

Fix PDF generation error for encounters with local catalog medications: Fixed a rendering failure when generating encounter PDFs containing medications from local catalogs. encounters#278

Fix prescription PDF generation for patients with multiple driver licenses: Corrected a bug where multiple driver's license images on a patient profile broke the prescription PDF compiler. medications#2506

Fix missing timezones on scheduled task dates: Resolved an issue where background task dates were generated as fixed values missing explicit timezone information. medications#2513

Fix incorrect owner resolution in notification settings: Rectified a bug where the notification engine utilized the wrong owner context when evaluating patient and practitioner settings. payment#2488

Fix lab filtering errors with backslash characters: Fixed a query logic bug where filtering lab entries failed if the filter values contained a backslash character. labs#1307

Fix missing organization fanout in login audit logs: Corrected an issue where multi-role practitioners had their login events flattened into a single record instead of one AuditEvent per organization. auth#937