We resolved an issue where the Payer Ranking filter in the Aging by
Service Date report returned incorrect results for claims with primary and
secondary insurance. In some cases, the report displayed the wrong payer or
included claims under both Primary and Secondary filters when they should not
have appeared.
We resolved an issue where charges were incorrectly assigned to patient
responsibility instead of insurance when service codes were modified during
note entry. Charges are now applied to the correct insurance responsibility.
We resolved an issue
where unapplied payments could not be manually distributed when one or more
client payments included decimal values. Unapplied payments can now be
distributed successfully without an error.
We resolved an issue where users received an error message when attempting to
create a client adjustment from the Account Ledger when a client prepayment
existed and an adjustment was applied to the remaining balance for an
encounter. Client adjustments now process successfully, and the ledger updates
the client and insurance balances without generating an error.
We resolved an issue
where an incorrect error message was displayed when submitting claims. In some
cases, claims were successfully sent to the clearinghouse, but the system
showed an error and did not update the claim status correctly.
We resolved an issue where users were unable to compile clinical notes when diagnosis codes did not have a status. The Compile button became unresponsive, preventing notes from being compiled successfully.
Denial Report Correction — Fixed on March 12, 2026
We resolved an issue where claims were incorrectly included in the Denial Report when an insurance payer applied a portion of the billed amount toward the client’s deductible without issuing a payment. These claims are no longer classified as denials and will not appear in the Denial Report.
Remove from Collections Option Disabled — Fixed on March 12, 2026
We resolved an issue where encounters added to Collections without entering a note could not be removed from Collections. In this scenario, the Remove from Collections option was disabled, preventing users from reversing the action. This issue has been fixed. Encounters added to Collections can now be removed even if no note was entered when the item was saved.
AI Scribe Session Timeout During Active Recording — Fixed on March 12, 2026
We resolved an issue where an active AI Scribe session could incorrectly trigger the inactivity timeout modal after 15 minutes. In some cases, selecting Stay in Session logged the user out. This issue has been fixed to ensure active AI Scribe sessions are not interrupted.
Therapy Group Session Notes Not Generated — Fixed on March 12, 2026
We resolved an issue where notes could fail to generate for Therapy Group Sessions in certain billing configuration scenarios. In some cases, the process stopped without notifying the user. This issue has been fixed to ensure Therapy Group Session notes generate successfully and users are notified if a problem occurs.
Corrected Encounter
Date and Service Code Display in Chart Face and Ledger – Fixed on
February 20, 2026
We resolved an issue
where encounter dates displayed incorrectly in Chart Face due to time zone
changes, and where the ledger showed duplicate service codes for a single
encounter. The system now consistently uses the user’s time zone to display
note dates, and the encounter date reflects the actual date of service rather
than the note creation date. In addition, service codes selected once in a note
will now appear correctly as a single entry in the ledger.
Signature Report No
Longer Includes Voided or Invalid Notes – Fixed on
February 20, 2026
We resolved an issue
where the Signature Report included encounters linked to notes that were later
voided or marked invalid. These encounters should not appear in the report. The
report logic has been updated to ensure that only valid, active notes are included,
improving overall reporting accuracy.
Dashboard Note Count Mismatch on Summary vs. Grid — Fixed on February 19, 2026
We fixed an issue where the note count displayed in the Dashboard summary did not always match the notes listed in the grid. In some cases, deleted notes appeared in the Dashboard, note statuses were incorrect, and redirection from the summary did not work as expected. The Dashboard now correctly displays only valid notes, ensures accurate status reporting, and aligns the summary totals with the notes shown in the grid.
Unable to Select Date of Birth for Primary Insured (New Contact) — Fixed on February 19, 2026
We fixed an issue where users were unable to correctly enter or select the Date of Birth (DOB) when creating a new related contact for the primary insured in Billing > Add Insurance. In some cases, the selected DOB did not display correctly, and the date selector overlapped the DOB field, making manual entry difficult. The DOB field now works as expected. Users can select or manually enter the Date of Birth without display issues.
Deleted Appointments Triggering Reminder Emails — Fixed on February 12, 2026
We fixed an issue where clients could receive email reminders for appointments that had already been deleted from the calendar. This happened because, in some cases, the deleted appointments were not fully removed from the reminder data. The system now correctly cleans up these records when an appointment is deleted, so reminders are only sent for active, existing appointments.
Issue Sending Forms to Clients via the Client Portal — Fixed on February 9, 2026
We fixed an issue that prevented sending forms to clients through the client
portal due to a validation error. Forms can now be sent as expected.
Invoice Generation with Expired or Missing Insurance Coverage — Fixed on February 4, 2026
We fixed an issue where invoice generation could fail when a client’s insurance coverage was missing or invalid, showing the error “There was an error getting the invoice.” The system now handles these cases correctly, and invoices generate as expected even with expired or inconsistent legacy insurance data.
Claims Stuck in Processing After Queue Failures — Fixed on February 4, 2026
We fixed an issue where some claims could get stuck in Processing state after a failed submission. Now, if a claim can’t be submitted after all retry attempts, it’s automatically marked as Error, making it easier to see which claims need attention.
Creating Appointment Types — Fixed on February 4, 2026
We fixed an issue where users could see an error when trying to create a new appointment type from Settings > Calendar Settings > Appointment Types. With this update, appointment types can be created successfully as expected.
Treatment Plan Co-Sign Requests — Fixed on February 4, 2026
We fixed an issue where clinicians could not complete a treatment plan co-sign request unless they were added as a team member. Now, clinicians can review and sign a treatment plan when they receive a co-sign request, even if they are not on the treatment plan team.
Quick Calendar Appointments Appearing on the Wrong Day – Fixed on January 26, 2026
A fix was deployed to resolve an issue where Quick Calendar appointments created near the end of the day could appear on the previous or next day due to time zone differences. Appointments are now filtered using the practice’s local time zone so they display only on the correct scheduled date.