Productivity Report CSV Export Date Offset – Fixed on August 26, 2026
Fixed an issue that caused the Encounter Date in Productivity Report CSV exports to display one day ahead for encounters created after 8:00 PM EDT. The CSV export now displays the correct Encounter Date, consistent with the Productivity Report, PDF, and Excel exports.
Unbilled Encounters Insurance Filter Issue – Fixed on August 26, 2026
Fixed an issue where the Insurance Paid, Insurance Not Paid, and Insurance Balance Due filters in Unbilled Encounters returned Self-Pay charts with no insurance. The filters now exclude records without insurance responsibility.
Clinical and Demographic Report Diagnosis Issue – Fixed on August 26, 2026
Fixed an issue where the Clinical and Demographic Report displayed an incorrect diagnosis by selecting a diagnosis from an unrelated note. The report now displays the current diagnosis consistent with the Chart Face.
Invoice and Superbill Generation for Multiple Encounters – Fixed on August 26, 2026
Fixed an issue where users were unable to generate an invoice and superbills for multiple encounters after previously generating invoices and superbills for the same encounters. Users can now generate the invoice and superbills successfully.
Appointment Report Sorting Issue – Fixed on August 26, 2026
Fixed an issue where the Appointment Report was sorted alphabetically by client name instead of chronologically by appointment date and time. The report now lists appointments by date and time in ascending order.
Payments/Adjustments Report Excel Export Issue – Fixed on August 26, 2026
Fixed an issue where Excel files exported from the Payments/Adjustments Report did not open in Microsoft Excel. The exported files now open successfully and display the report data as expected.
Inactive Medications Displayed in Progress Notes – Fixed on August 26, 2026
Fixed an issue where inactive medications were added to Progress Notes without being identified as inactive. Medication updates are now reflected correctly when medications are added to the note.
Contact Phone Extension Not Displayed – Fixed on August 26, 2026
Fixed an issue where phone extensions entered for contacts were displayed as N/A in the Ext column on the Chart Face. The correct extension is now displayed.
Medication Updates Not Displayed Immediately for Non-Prescribers – Fixed on August 26, 2026
Fixed an issue where medication updates made by non-prescribers were not displayed immediately after being saved. Medication changes are now displayed as soon as they are saved.
Compiled Group Therapy Notes Missing Signature Details – Fixed on August 26, 2026
Fixed an issue where compiled and electronically signed Group Therapy Notes did not display the signature timestamp or the option to request a co-signature. Signature details and the Request Co-signature option now display correctly.
Manage Clinical Team Table Filters – Fixed on August 26, 2026
Fixed an issue where filters in the Manage Clinical Team by Client table were unresponsive. Table filters now work as expected.
Custom Button Formatting in Treatment Plans – Fixed on August 26, 2026
Fixed an issue where formatting applied to custom buttons in Treatment Plans was not retained after saving. Custom button formatting, including font size, bold, and italic, is now saved correctly.
PDFs With Spaces in File Names Not Imported Correctly – Fixed on August 26, 2026
Fixed an issue where PDFs with spaces in their file names were imported but could not be previewed or downloaded from the Documents tab. These PDFs can now be accessed and downloaded correctly.