🛠️ Changelog: 2026-08-26

Migration Required: Yes

Introduce Survey Builder for custom questionnaires: Adds an interactive questionnaire builder inside the EHR, enabling users to create, configure, and structure custom clinical surveys. chartedhealth-platform#585

Support ID.me configuration on practitioner profiles: Adds a dedicated configuration setup option for ID.me account linking directly within the practitioner's profile layout. chartedhealth-platform#692

Introduce Aura Genetics as an integrated lab vendor: Expands lab processing capabilities by enabling Aura Genetics as an available secondary LabVendor within processor resolution pathways. labs#1344

Deploy Patient Portal refactor for direct-to-consumer (DTC) roadmap: Initiates the first iteration of the DTC model by updating the Patient Portal framework; new shop sections remain safely hidden behind a feature flag for test organizations. chartedhealth-platform#596

Expand practice subscription management access: democratises access by making subscription management options available to all user roles within a practice rather than restricting by role. ehr#7668

Consolidate new and repeat clinical procedure entries: Streamlines order registries by consolidating definitions for new and repeat procedures into a unified procedure. chartedhealth-platform#709

Pivot Evexias pellet procedures to local inventory tracking: Migrates inventory validation for the Evexias pellet catalog away from external MyEvexias $inventory operations to our internal local inventory system. ehr#7517

Optimize UI section navigation: Improves step-by-step navigation across long dashboard sections, making it easier for users to move backward and forward without manual scrolling. ehr#7458

Demote Stripe credit card errors to warning logs: Adjusts logger severity levels by recording routine Stripe card transaction errors as warnings rather than system-critical errors. payment#2466

Inject practice metadata into outbound communication payloads: Enriches background payloads across multiple domains by appending the practiceDisplayKey and practice name. labs#1339, payment#2510, auth#985, comm#112

Decouple payment flows from mandatory patient prerequisites: Refactors invoicing and product transaction flows to fully support processing sales and generating invoices independent of an active patient record. payment#2533

Optimize $put-prices performance and idempotency: Enhances the pricing operation to be context-aware and fully idempotent by matching exact catalog prices, skipping unchanged entities, and avoiding redundant patient CID versioning. payment#2561

Improve list row clickability in the Patient Portal: Enhances user accessibility across portal data tables by making the entire row clickable when only a single action is available. patient-portal#1526

Rename Telemedicine terminology to Video Conferencing: Standardises user-facing interfaces by replacing all instances of the term "Telemedicine" with "Video Conferencing". chartedhealth-platform#736

Prevent accidental retirement of nutraceutical fees: Resolves an issue where CMF prices were inadvertently retired during nutraceutical profile edits via the pricing operation. payment#2568

Resolve stuck invoice payment tasks in discount filters: Fixes a permanent failure in the practice invoice $pay operation caused by FilterReplaces miscalculations inside discount parameters that left tasks stuck on-hold. payment#2569

Prevent layout scrolling on the Nutra UI screen: Rectifies a front-end container constraint bug to ensure the Nutra interface locks properly without unintended scrolling artifacts. patient-portal#1573

Restore missing pediatric BMI warning messages: Fixes a clinical view gap by displaying the expected warning indicator when body mass index calculations are missing for patients under 18 years old. ehr#7666

Mitigate Redis timeouts on Health Gorilla auth tokens: Resolves high-load RedisTimeoutException failures by implementing a 60-second in-memory token cache window, turning cache calls asynchronous, and building a direct token-fetch fallback. labs#1371