If you need further assistance, please call Customer Support at 443-203-5857 or submit a ticket and we will get back to you shortly.
Missing Interventions in Treatment Plans — Fixed on May 28, 2026
Resolved an issue where interventions were not available for short-term goals under the Housing/Living Environment Deficiency (Dim 6) problem in Chemical Dependency Treatment Plans. Interventions now display correctly for applicable manifestations and disciplines.
AI Scribe Content Disappearing from Notes — Fixed on May 28, 2026
Resolved an issue where content entered in the Instructions/Recommendations and Therapy Content/Clinical Summary sections of AI Scribe-enabled notes could disappear after leaving and re-entering the work area. Content entered in these sections now saves correctly.
Incorrect Consent Confirmation Message — Fixed on May 28, 2026
Resolved an issue where consent confirmation messages incorrectly stated that a staff user personally consented to Telehealth, Medication History, or SMS Reminders. Consent messages now correctly indicate when a staff member obtains consent on behalf of a patient.
Service Dates Displayed Incorrectly During Payment Posting — Fixed on May 28, 2026
Resolved an issue where service dates displayed in the Add Claim sidebar did not match the dates shown on the Enter New Payment screen during payment posting. Service dates now display consistently across both views.
Incorrect Dates Displayed in Managed Care Authorization — Fixed on May 28, 2026
Resolved an issue where Issued Date and Expiry Date values in the Managed Care Authorization section could display one day earlier after saving. Authorization dates now display correctly after being saved.
Claim Order Changed During Manual Payment Distribution — Fixed on May 28, 2026
Resolved an issue where claims added to the Distribute Manual Payment screen could reorder automatically after being added. Claims now remain in the same order in which they were added during payment distribution.
Quick Calendar Print Displayed Incorrect Mobile Phone Number — Fixed on May 22, 2026
Resolved an issue where the Print All Clinician Appointments option in the Quick Calendar displayed the client’s Home Phone number in the Mobile Phone field. The print output now correctly displays the client’s mobile phone number.
Quick Calendar Print Missing Notes Information — Fixed on May 22, 2026
Resolved an issue where the Print All Clinician Appointments option in the Quick Calendar did not include Patient Calendar Notes or Event Notes in the exported PDF. The exported PDF now correctly displays these details for each appointment, when applicable.
Unable to Transfer Insurance Balance to Client Balance in Ledger — Fixed on May 22, 2026
Resolved an issue where users could not transfer the remaining insurance balance to the client balance from the Ledger, even when the entered amount matched the remaining balance exactly. The Transfer Balance screen now allows the balance transfer to save correctly without displaying an incorrect validation error.
Eligibility Check Select All Checkbox Not Working — Fixed on May 22, 2026
Resolved an issue where the Select All checkbox in the Eligibility Check screen from the Calendar did not select appointments. The Select All option now correctly selects and deselects all eligible rows, and the header checkbox state now updates correctly based on selectable appointments.
Secondary Claims Included Incorrect Adjustment Information — Fixed on May 22, 2026
Resolved an issue where adjustment information on secondary claims could be duplicated during claim generation, which could cause claim rejections. Secondary claims now generate adjustment information correctly.
Recoupment Posting Caused Incorrect Claim Balances — Fixed on May 22, 2026
Resolved an issue where recoupment transactions posted through ERA Posting or Manual Payment Posting could apply in the incorrect order, causing incorrect negative insurance balances in the Account Ledger. Claim balances now calculate correctly after reversal and replacement payment postings.
Unable to Transfer Insurance Balance After Coverage Update — Fixed on May 22, 2026
Resolved an issue where users could not transfer an insurance balance to the client balance from the Account Ledger after updating an insurance policy end or suspend date. The system now correctly recognizes existing insurance balances associated with submitted claims and allows balance transfers after coverage updates.
Session End Time Reverted Incorrectly in Progress Notes — Fixed on May 22, 2026
Resolved an issue where manually entered session end times could revert to an earlier time in generated progress notes, resulting in an incorrect session duration. Session times and calculated durations now save and display correctly in the progress note
Time Spent Updates for Rescheduled Appointments — Fixed on May 12, 2026
Resolved an issue where changes to the Time Spent field could fail to save for notes linked to rescheduled appointments. Time Spent updates now save correctly after appointments are moved on the calendar.
Insurance Balance Calculation Issue — Fixed on May 12, 2026
Resolved an issue where posted insurance payments were not correctly applied to the insurance balance in certain cases. This issue could cause the full charge amount to continue appearing as an outstanding insurance balance after payment was posted. Insurance balances and account calculations now display correctly.
Charts with hyphen not appearing in search — Fixed on May 8, 2026
We fixed an issue where charts with hyphens in their names did not appear in search results within both Chart Face and Calendar. Charts with hyphenated names now display correctly when searched.
eRx Reactivation Issue After Re-Enabling Organization and Users – Fixed on May 8, 2026
Resolved an issue where eRx access could fail after re-enabling previously disabled organizations and users. The system now correctly restores eRx functionality when organizations and users are reactivated.
Missing Medicare Insurance Information on Secondary Claims – Fixed on May 8, 2026
Resolved an issue where certain secondary insurance claims could be rejected by the clearinghouse due to missing Medicare-related insurance information. This update ensures the required insurance details are correctly included during claim submission.
Payment Link Showing $0.00 for Self-Pay Clients – Fixed on May 8, 2026
Resolved an issue where payment links displayed a $0.00 balance for clients without insurance coverage. Payment requests now correctly display the outstanding client balance in the payment link wizard.
Invoice Amount Due Excluding Patient Charges – Fixed on May 8, 2026
Resolved an issue where invoices displayed only the copay amount in the Amount Due section instead of the full patient balance for self-pay charges or patient-responsibility charges such as no-show and late cancellation fees. Invoices now correctly display the total amount owed by the client.
Distribute client payment not working — Fixed on May 01, 2026
Previously, users experienced a problem where attempting to distribute unapplied client payments would result in a continuous loading (spinning wheel) and the action would not complete. This has been fixed, and the functionality is now working as expected.
Insurance adjustment duplication — Fixed on April 27, 2026
We have fixed an issue where Insurance Adjustment amounts were duplicated when posting payments for claims with multiple service codes, causing incorrect totals in the Account Payment/Adjustment screen and the Ledger detail view. The system now correctly records a single Insurance Adjustment entry and displays the accurate total amount.
Treatment Plan failed to load for large problem lists - Fixed on April 27, 2026
We resolved an issue where treatment plans with a large number of problems failed to load and displayed an error when accessed from notes (such as Progress Notes). Treatment plans now open as expected without errors.
Statement transmission failure — Fixed on April 22, 2026
We have fixed an issue where statement transmission failed for the entire batch when a patient opted out of mail statements and the guarantor had no address on file. This resulted in an error during transmission and prevented statements from being processed. The system now handles this scenario correctly and allows successful transmission without requiring a guarantor address.
Nexio payment failure (Payment Link/Portal) — Fixed on April 22, 2026
We have fixed an issue where clients were unable to complete payments using Nexio via the Payment Request Link and Client Portal after invoice generation. This was caused by an incorrect client balance in the expected copay workflow, resulting in failed payment attempts. The system now correctly calculates the balance, allowing successful Nexio payments.
MacOS:
App crashed when accessing $ Account or hovering over Insurance — Fixed on
April 17, 2026
We resolved an issue where the application crashed on Mac devices across all
browsers when users clicked $ Account or hovered over Insurance, preventing
navigation within the app. Users can now access the Accounts page and view
insurance details without interruption.
Appointment Reminder not Updated after Rescheduling — Fixed on April 15, 2026
We resolved an issue where the second appointment reminder displayed the original appointment details after the appointment was reassigned to a different clinician and rescheduled. Appointment reminders now reflect the updated clinician, date, and time.
User Reactivation Failed for Some eRx Practices — Fixed on April 15, 2026
We resolved an issue where users in some eRx-enabled practices could not be reactivated. Users can now be reactivated successfully.
Custom Problem Name Not Updating in Treatment Plan — Fixed on April 15, 2026
We resolved an issue in General and Chemical Dependency Treatment Plans where updates to a custom problem name were not reflected in the compiled and previewed version of the treatment plan. In some cases, the system continued to display the original custom problem name instead of the edited name after changes were made through the Manage Problem List.
In-Progress Notes Appearing in Co-Signature Worklist — Fixed on April 15, 2026
We resolved an issue where notes that were previously compiled and sent for co-signature continued to appear in the co-signature worklist even after being modified and moved back to an In Progress status. In some cases, these notes were visible in the dashboard but could not be signed without being recompiled. The co-signature worklist now displays only notes in valid statuses such as Compiled, Signed, or Finished, and excludes notes that are In Progress or deleted.
Misleading “Invoice Generated” Toast Message When Compiling Notes — Fixed on April 15, 2026
We resolved an issue where a misleading toast message appeared when compiling a note with service codes. The message indicated that an invoice was generated along with the note compilation, even though no invoice was actually created. The toast message now correctly indicates that the note has been compiled successfully.
Unable to Update Patient Address to Preferred/Valid – Fixed on April 14, 2026
A fix was deployed to resolve an issue where users were unable to update a patient’s address from Invalid to Preferred/Valid. The system now allows address updates to be saved correctly.
Statements: Exclude Clients or Encounters by Statement Generation Date – Added on April 14, 2026
An update was introduced to the Statements screen to add an “Exclude By” option, allowing users to exclude either clients or encounters based on the last statement date. This helps prevent duplicate statements within the same billing cycle and reduces unnecessary statement generation. Refer to the Knowledge Base article for more information.
Incorrect Expected Copay Calculation with Multiple Service Codes — Fixed on April 14, 2026
We resolved an issue where the system incorrectly calculated the expected copay when multiple service codes were added to a single note. In such cases, the copay amount was being duplicated based on the number of service codes, resulting in an inflated amount due. The system now correctly applies the expected copay as a single amount, regardless of the number of service codes, ensuring accurate invoice totals.