📢 Release Overview
Migration Required: No
✨ Added
Support multiple transfers per beneficiary in payment reconciliations: Enables a single beneficiary to receive multiple financial transfers from the same customer payment, accurately tracking and aggregating all transfers within the reconciliation history record. payment#2586
Support jurisdiction-specific tax codes for multi-layered calculations: Introduces the ability to evaluate different tax codes for a single product based on location by cross-referencing the shipping address (From) and practice address (To). payment#2639
Support automated patient and contact synchronization with GoHighLevel: Integrates bidirectional OAuth authentication alongside dedicated data-sync endpoints and incoming webhooks to link contacts and opportunities between ChartedHealth and GoHighLevel. onboarding#2598, onboarding#2599, onboarding#2600
Support diagnostic panel retirement and home-kit gender modifications: Introduces administrative capabilities to systematically retire diagnostic panels and update specific gender criteria inside individual home collection kits. app-admin#1286, labs#1408
Introduce structural inventory adjustment reasons and description fields: Adds dedicated reason code selection lists and optional textual description fields to document modifications made to stock levels. ehr#7826, inventory-mgmt#97
Introduce multi-package partial receipt operations for purchase orders: Adds an inventory operational endpoint to check in discrete packages, validate item volumes, automatically restock practice reserves, and sync logs back to MyEvexias. inventory-mgmt#79
Introduce Treatment Plans Builder architectural foundation: Kicks off the first milestone for creating multi-tiered Treatment Plans, supporting version control, customized editing layouts, and variable payment profiles like full payment, subscriptions, or pay-as-you-go. chartedhealth-platform#758
📈 Changed
Query contextualized extra prices exclusively by practice environment: Optimizes system efficiency under high discount volume loads by filtering and returning only the extra fees, shipping options, and discounts applicable to the current practice context. payment#2640
Decouple credit card parameters from invoice payment tasks: Removes unnecessary credit card dependencies from the invoice completion workflow immediately upon modifying bill type designations. payment#2652
Automate future order configuration refreshes prior to release: Establishes an automatic configuration refresh that updates scheduled orders against active laboratory parameters right before display or release to clear out retired tests. chartedhealth-platform#771
Support dynamic billing frequencies for patient subscriptions: Expands billing capabilities to handle flexible, dynamic frequency intervals for patient subscription plans. chartedhealth-platform#772
Incrementally adopt active consent templates across patient profile settings: Phase-in the modern consent discovery framework across all patient settings entry points using contextual request tracking and filters. ehr#7544
Add status filters to the pending inventory order endpoint: Enhances data retrieval filters to allow downstream consumers to distinguish between pending and received orders when forwarding queries to Evexias. inventory-mgmt#99
Adopt e-prescription module fillable structures for RxRenewal approvals: Updates the renewal completion pipeline to identify, activate, and map system references directly to the newly structured fillable
MedicationRequestcreated by the e-prescribing module. medications#2667Adopt e-prescription module fillable structures for RxChange approvals: Wires up lookups and supersession architecture to intercept and map reference tracking fields to the forthcoming e-prescribing fillable
MedicationRequestupdate. medications#2668
🐛 Fixed
Restore card reader visibility during invoice checkouts: Fixes a rendering bug where hardware card readers failed to display within the final invoice view if a specific reader had not been chosen during checkout. payment-components#457
Fix placeholder flashing states for insurance billing indicators: Re-architects invoice header layouts to evaluate order info and display accurate billing indicators or loading skeletons while details resolve, preventing premature insurance tags. patient-portal#1604
Enhance autoship and refill management interactions: Optimizes the patient portal layout to keep scheduled next dates locked in place during scroll actions, streamline autoship quantity adjustments, and auto-focus the autoship tab from email click-throughs. patient-portal#1510
Sanitize application search filters from special character inputs: Restricts text inputs from evaluating the literal backslash
\character across all search bars to prevent database query failures. app-admin#1296Resolve unhandled exceptions during PDF invoice generation: Patches an invoice rendering crash by ensuring that itemized products, clinical services, and shipping fees map perfectly into the final PDF template. payment#2392
Cache geocoded shipping addresses to mitigate duplicate Smarty requests: Resolves an address verification lookup spike by caching geocoded data fields during medication sorting loops to eliminate duplicate SmartyStreets network calls. medications#2577
Automatically migrate DEA numbers onto unallocated practitioner roles: Fixes an onboarding profile gap by automatically mapping a provider's DEA number onto their single active role if identifier data is missing. onboarding#2591