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Release Notes – 2026-09-10

🏥 EHR Platform & Clinical Workflows (For Clinic & Provider Staff)

These updates introduce powerful self-service discount controls, expand configuration visibility, resolve procedure filtering discrepancies, optimize sales tax tracking configurations and align distribution addresses for accurate financial reporting.

🌟 What’s New?

  • Custom Patient Tags & Automated Discounts

    • Practices can now create, configure, and manage their own specialized patient tags and link them to automatically applied discount criteria that dynamically adjust by product type.

  • Locked General Survey Directories

    • Standard core questionnaires are now visible inside the central Administration panel as system root files. These templates are safely locked as non-editable and non-deletable to maintain clinical baselines.

🛠️ Bug Fixes & Enhancements

  • Procedures View Synchronization

    • Resolved layout inconsistencies between custom search filters and data rendering pipelines within the primary clinical procedures list view.

  • Location-Accurate Nutraceutical Tax Calculations

    • The tax pipeline now sends the specific delivery address documented on the individual nutraceutical request (MedicationRequest) to AvaTax, rather than incorrectly defaulting to the patient's general home profile address.

  • Tax Declaration Discount Handling

    • Resolved an accounting evaluation error that caused product tax declarations to fluctuate or report incorrectly depending on whether a nutraceutical discount was active.


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