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Release Notes - 2026-09-23

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

These updates introduce flexible multi-transfer reconciliations, location-accurate tax matrix rules, high-performance fee-setting pipelines, simplify clinical layout controls, introduce detailed inventory tracking tools, improve prescription renewal architectures, and optimize background address verification calls.

🌟 What’s New?

  • Multiple Beneficiary Transfers Per Payment

    • Enabled single-payment splits where an individual beneficiary can receive multiple financial transfers out of one customer transaction, accurately tracking and totaling all distributions within the reconciliation dashboard.

  • Jurisdiction-Specific Tax Matrix Routing

    • Upgraded our taxation framework to support dynamic tax code calculations for a single product across different state lines. The calculation rules now accurately cross-reference both the shipping origin (From) and practice destination (To).

  • Contextual Extra Price Optimization

    • Under heavy promotional loads, the system now automatically limits queries to isolate and return only the extra fees, shipping choices, and discounts applicable to the active practice context, preventing application lag.

  • Automated Future Order Configuration Refreshes

    • Deployed an automatic background refresh loop that checks scheduled future orders right before they are released or displayed to ensure they update against modern laboratory bounds and clear out retired tests.

  • Inventory Adjustment Reasons & Descriptions

    • When modifying inventory levels, staff can now log standardized reason codes and add optional, descriptive arguments via text areas to maintain pristine operational logs.

  • Modernized Patient Consent Discovery

    • Began the incremental phase-in of our upgraded consent-template tracking layer across patient settings, allowing faster context filtering and cross-entry reuse.

🛠️ Bug Fixes & Enhancements

  • Invoice PDF Rendering Fix

    • Fixed an unhandled backend exception during invoice file exports by ensuring itemized clinical services, physical products, and shipping fees map accurately to the PDF template layout.

  • Decoupled Credit Card Task Dependencies

    • Updated invoice payment tasks to immediately purge unnecessary credit card parameters and storage hooks whenever a bill type classification changes.

  • Hardware Card Reader Visibility

    • Fixed a front-end rendering bug where connected hardware card readers vanished from invoice view layouts if an operator skipped selecting a specific reader model during checkout.


🌐 Patient Portal (For Patients)

These updates focus on delivering an effortless auto-ship adjustment experience and removing layout loading visual anomalies.

🌟 What’s New?

  • Enhanced Autoship & Refill Experience

    • Managing recurring shipments is now much simpler. Patients can effortlessly adjust item quantities, land directly on their autoship manager when arriving via email click-throughs, and view their next scheduled date locked clearly in place while scrolling.

🛠️ Bug Fixes & Enhancements

  • Invoice Loading Skeletons

    • Resolved a visual glitch where order payment interfaces prematurely defaulted the billing method display text to "Insurance" while loading data. The dashboard now renders an elegant loading skeleton component until checkout details finish compiling.


⚙️ Administration App (For Medical Practice Admins)

These updates add robust third-party marketing automation synchronizations, protective search bars, and automated identity credential migrations.

🌟 What’s New?

  • Panel Retirement & Home-Kit Gender Configuration

    • Administrators can now formally retire outdated diagnostic panels and modify specific gender targets within digital home collection collection kits.

🛠️ Bug Fixes & Enhancements

  • Search Input Backslash Restraints

    • Sanitized application search filters across all modules to ignore the literal backslash \ character, preventing accidental background database query drops.

  • Automated DEA Role Migrations

    • Fixed an onboarding data configuration omission by automatically mapping a practitioner's DEA credential number onto their active institutional role if data parameters are left blank during API enrollment.


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