Release Notes – 2026-09-30

Added a new automation configuration that allows tag-associated practice discounts to apply automatically during the checkout phase.

Patient tags defined at the root organizational level (such as staff member or EHS employee criteria) now automatically flow down to child practices. These master configurations are locked as read-only at the clinic level to maintain consistency.

Upgraded our invoicing and payment engines to store itemized discount splits per beneficiary within individual product lines. Refunds and discount replacements now read this metadata to reverse and calculate the exact discount shares absorbed during payments, ensuring airtight financial auditing.

The EvexiPel clinical procedure generation pipeline now dynamically asks providers whether a procedure is an initial entry or a repeat visit right from the configuration view.

The platform now monitors individual Health Gorilla observation statuses. If a diagnostic test is flagged as not performed, the system automatically cancels the item and handles the patient refund while preserving your clinical notes.

Polished clinical views by replacing raw internal numbers with intuitive text values (e.g. displaying "bottle" instead of an internal package index, and showing clear literal text for pharmacy statuses).

Fixed an omission in the medication order editing layout. The system now rigorously checks geographic state-distribution rules whenever a delivery address is modified, preventing illegal shipments.

Patched a scheduling loophole by ensuring total day-supply limits and item quantities are fully verified before allowing a patient to select an automatic refill frequency.

Fixed a front-end layout bug where choosing a procedure type during setup accidentally erased the previously allocated practitioner from the configuration form.

Corrected a workflow visibility error to ensure registration QR codes render flawlessly on-screen right after sending a clinical consent document during a procedure setup.

Resolved an ArgumentNullException server crash by adding robust object safety validation checks when parsing medication requests that do not specify an explicit category.

Resolved an interface schema validation mismatch that returned a 422 processing exception when deleting devices.

Standardized layout presentation blocks within the "Sent for Fulfillment" task queues to format patient delivery addresses exactly like practitioner address styles.

Family History tables now display clear, associated clinical condition titles right inside the line-item layout.

Introduced a top-level administrative view to monitor platform-wide audit events outside of individual organization constraints. It includes an optional search filter to sort logs.

Practitioner Role summary views now expose advanced provider configurations as read-only criteria—including active electronic prescription for controlled substances (EPCS) and ID.me identifiers.

Deactivating a patient tag within the organization workspace now automatically triggers a background query to find and retire all active discounts linked to that tag.

Resolved a front-end rendering crash that threw error screens when an administrator switched rapidly between Laboratory and Pharmaceutical list categories on the pricing dashboard.

Sanitized all administrative search bars to reject the literal backslash \ character, protecting backend databases from query syntax exceptions.

Re-arranged the discount configuration workflow so that product classification filters display cleanly above discount panels during group pricing adjustments.

Corrected data export parameters to ensure practitioner role user rows filter accurately and populate data sheets exactly as displayed on screen.