Treatment Episodes Release Notes 2025 [Early Access]

This feature is currently in limited release to a select group of clients.

Encounters.early-access 44- December 23, 2025

Fixed

• Chart Summary: Resolved a date format mismatch to ensure dates are displayed consistently across the Chart Summary view.
• Transfers: Prevented users from undoing completed events that are related to patient transfers, preserving data integrity.
• Labs / Treatment Episodes: Fixed a 500 error that occurred when using the Search field in Lab Test Requisition sources.
• Treatment Episodes: Resolved an issue where the Episode ID was missing when first navigating into a patient episode.

Encounters.early-access 43- December 9th, 2025

New

• Discharge Workflow: Added support for selecting the Discharge Type outside of the Discharge Event, improving flexibility when managing patient discharges.

Fixed

• Evaluations – Patient Discharge: Fixed an issue where the Discharge Type did not prepopulate in the discharge workflow when a non–super admin user selected the Discharge button for an admitted patient.

• User Management: Resolved an issue where duplicate Care Management roles were displayed in the user profile.

• Labs / Treatment Episodes: Fixed a 500 error that occurred when opening the MTO detailed view from search results.

• Treatment Episodes – MAT Order Templates: Fixed an issue where copying a MAT Order Template did not work as expected.

Encounters.early-access 42- November 25, 2025

New

Facesheet: Added Edit and Undo Shortcuts for Admission Events: Users now see Edit and Undo options directly next to the Transition Level of Care (LoC)/Program shortcut on the patient’s Facesheet when those actions are available.

The Edit icon appears when the selected encounter is eligible for updates. Undo appears when the associated Treatment Episode contains no documentation. These shortcuts give users faster access to common admission management actions without navigating away from the Facesheet. Click here to learn more about the Admission workflow.

Facesheet: Added Undo Shortcut for Discharge Events: An Undo option now displays next to the discharge date and time on the patient’s Facesheet when the discharge is eligible to be reversed.
The system brings the user directly to the Episode of Care Summary step to enter the reason for the Undo. This reduces navigation and makes correcting discharge errors more efficient. Click here to learn more about the Discharge workflow.

Chart Summary: Multi-Select Change Episode Workflow for Documentation: The Chart Summary now includes a multi-select Change Episode workflow that allows users to reassign documentation more efficiently. Users can select individual check boxes next to documentation items or use a new Episode-level check box to select all items within an Episode. When any items are selected, a Change Episode button appears, opening the existing modal to choose the new Episode; all selected items are reassigned upon confirmation. This update streamlines bulk documentation management while maintaining existing behavior. Using Change Episode on a single line item still moves only that item, and previously selected check boxes remain selected. Click here to learn more about the Chart Summary tab.

Episode of Care Summary: Enhanced Edit Icon Visibility: The Edit option in the Episode of Care Summary now features an updated, more visually prominent icon. The icon’s appearance has also been improved for hover and click states, making it easier for users to identify when editing is available. The Undo icon is available in all the Treatment Episodes workflows.

Episode of Care Summary: Updated Transition Button Label: The Change LoC/Program button has been renamed to Transition LoC/Program to better reflect its purpose and improve clarity within the workflow. Click here to learn more about the Transition Clinical LOC/Program.

Encounters.early-access 40- October 17, 2025

New

eMAR and Treatment Episodes: The new eMAR enhancements successfully tested, confirming accurate display of medication details and proper functionality for administering medications using the Yes, No, and Refused options, with inventory checks performing as expected when enabled or disabled. Users able to record notes, not given comments, adverse reactions, and efficacy details directly within the MAR. Multi-day view access was verified for provider roles and confirmed configurable for non-provider roles. The First Response feature operated correctly when enabled and disabled, and the Pending Nurse Review feature functioned as intended across all medication types, with appropriate role-based visibility.

Billing: If a user navigates to Chart Summary > Treatment Episodes, and selects Change Episode to update the treatment episode, the system associates the corresponding linked evaluation, group session, or vitals record data to the new treatment episode selected. The Regen Worker updates correctly the billing report when changing treatment episodes.

Manage Recurrent Assessments: Recurring Assessments generates only when a patient has an In Progress Treatment Episode in the location where the assessment was originally enabled. When the patient leaves that location and no longer has an active treatment episode there, any recurring assessments associated with that location are automatically disabled, appearing in the Recurring Assessment History as disabled by system. If the patient moves to a new location, no recurring assessment history or configuration from the previous location should carry over.

Encounters.early-access 39- October 2nd, 2025

New

New Instance Setting for Treatment Episodes: Show LoC and Program Filters: We’ve added a new setting in Instance Settings → Treatment Episodes that lets you control the display of Level of Care (LoC) and Program filters and columns on patient forms to give your team more flexibility to simplify workflows and reduce unnecessary data visibility if not needed. Click here to learn more.

Navigate to the Settings >Instance to turn on/off and click Update. The system display the name of the staff member who last updated, including timestamps. 

• On (default): LoC and Program filters/columns are shown.

• Off: LoC and Program filters/columns are hidden

Change Location on Pre-Admission Episodes Update: This  update allows you to edit a patient’s location during the Pre-Admission stage. Using the pencil icon  in the Episode of Care Summary to select the correct location from the dropdown, and it will be applied immediately to the Pre-Admission episode. This enhancement ensures chart accuracy and helps pre-admission steps move forward smoothly, even if a location wasn’t selected at the time of patient creation.

Encounters.early-access 37- September 9th, 2025

New

Pre-Admission Fields Editable After Admission: Pre-Admission fields on the Facesheet are now editable even after a patient has been admitted. This removes the need for the previous workaround of removing and re-adding the MR number.

Edit Option: Edit option is available for the most recent Treatment Episodes per location. Users can now adjust the event date and time, Level of Care, or Program. The original event is marked as undone, and all associated forms are reassigned to the updated episode. This functionality eliminates the need for the previous workaround requiring an Undo and will allow to change the Episodes of care even if forms have been added.

Migration Update: When migrating to enable Treatment Episodes, the system now creates both a Pre-Admission episode and the active Treatment Episode. This allows users to undo the current episode if necessary.

Display UR Level of Care in Patient Header: The Utilization Review (UR) Level of Care is now displayed in the Patient Header beneath the patient’s name.

Legacy Patient Header Removed: The legacy patient header has been removed from the Queues view, ensuring consistency across the application.

Fixed

Labs Requisition Line Loading Issue: Fixed an issue where clicking the expand icon to view grouped Medical Test Orders (MTOs) under the Lab Requisition Source screen caused an endless loading spinner. Rows now expand as expected, displaying all associated MTOs.

Labs Misaligned Action Buttons: Resolved minor UI issues with the filter and action buttons in the Medical Test Orders table. Buttons now remain aligned and display consistently across the Dashboard, Labs tab, and Patient Chart.

Encounters.early-access 35- August 21, 2025

New

Labs Display Treatment Episodes Location: Lab orders, requisitions, and results now display the treatment episode’s location rather than the patient’s most recent location. This update ensures greater accuracy and consistency when reviewing lab data across the Dashboard, Lab Orders, Requisitions, Reports, and Queues. Users see lab items in the context of the correct episode location, improving clarity for multi-location treatment episodes.

Treatment Episodes Default Unassigned Value: We added a migration that automatically sets all nil values in Treatment Episodes to the built-in Unassigned option. This ensures that reporting and episode data are standardized, reducing confusion from empty fields.

Fixed

Scheduler Multiple Contacts in Appointments: Fixed an issue where only one patient contact could be added to an appointment from the Scheduler. Users can now add multiple contacts for patients, ensuring full visibility and communication with all listed contacts.

Reports Queue Category Job Errors: Resolved an issue that caused Job failed errors when running reports with Queue as the selected category. Reports now generate successfully across all locations and categories.

Care Summary Model Editing Restrictions: Fixed an issue that prevented users from editing MR numbers and anticipated admit/discharge dates in the Care Summary window. 

Labs Treatment Episodes – Error Closing Care Summary: Corrected a 500 error that occurred when closing the Care Summary window immediately after creating a lab order.

Encounters.early-access 33- August 11, 2025

New
 

• Condensed Sticky Mini Header on Scroll: Introduced a condensed, sticky version of the Patient Header that appears when users scroll down the page on any patient tab.
  This streamlined header remains visible to retain patient context while reducing its height to maximize usable screen space. Click here to learn more about the mini header.
• Updated Header: Displaying updated header row in Dashboard, Group Sessions, and Rounds to display the Current Treatment Episode instead of Clinical Level of Care. This row shows the patient’s Location, Clinical Level of Care, Program, and Duration based on their current treatment episode. 
  Dashboard:
• Group Sessions:
• Rounds:
   
  • Click the Treatment Episode History icon.
  • View and print the Treatment Episode History in a modal.
• Treatment Episodes Report: Added a Treatment Episodes tab within Reports, giving users access to a comprehensive data table of all patient treatment episodes. This report includes filters for Patient, Location, Clinical Level of Care, Program, Status, and Date Range, enabling targeted data exploration. The data table displays sortable columns. Users can export the full table to XLS or CSV, or generate a printable PDF. Click here to learn more about Treatment Episodes Report.
• Labs / Treatment Episodes: The Treatment Episodes table within the Chart Summary tab displays the process name for all lab items including orders, requisitions, and results. This enhancement makes it easier for users to identify and track the source workflow of lab data directly from the summary view.

Fixed

• Filter Level of Care counts on Landing Page: Patients: Fixed an issue with the Level of Care counts on the Patients page. 
• Corrected Save Behavior for Episode Templates: Fixed an issue where some users experienced inconsistent save behavior when editing templates.
• Resolved Progress Note Save Errors: Addressed a bug that prevented some progress notes from saving correctly when linked to episodes.
• Episode Linking Permissions Fixed: Resolved a permissions issue that allowed users without appropriate access to link episodes to notes.
• Staff Assignment Visibility Bug Fixed: Fixed an issue where some users could not see episode assignments unless they were the provider of record.

Encounters.early-access.31 - July 23, 2025

New

• Forms Tab: Users can now filter forms by Location, Program, and Level of Care in the forms tab, providing more flexibility and control when searching for documents. For more information on form filters, check out this article.
• Filters Between Tabs: The Forms page now retains your filter selections when navigating between tabs, making it easier to maintain your view context as you switch between form types. For more information on form filters between tabs, check out this article.
• Casefile Creation by Episodes: Users can now generate Casefiles by Episodes, allowing documentation from an specific portion of an Episode of Care. Check out this article to learn more. 
• PDF Package Creation by Episodes: Introduced the ability to generate PDF Packages, allowing documentation from an specific portion of an Episode of Care. Check out this article to learn more.
• Remove Irrelevant Undo Option:

  The system now disables the Undo option for treatment episodes once documentation has been added. This prevents reversal actions that are no longer appropriate after documentation exists within the episode.
• Scheduler: Enhanced the reliability and performance of the Next Appointment column in Scheduler-enabled environments by optimizing data retrieval from the backend.

Fixed

• Case Files Option Missing on Notes: Resolved an issue where the Case Files generation option was not available for episodes notes, restoring this documentation feature.
• Error Creating Patient from Advanced Search: Fixed an issue where initiating a new patient record from Advanced Search disrupted encounter documentation.
• Forms Modal: Addressed a filtering issue in the updated Add Form modal, ensuring forms now properly reflect the selected level of care.
• PDF Packages: Fixed an issue introduced by routing changes that caused PDF Package and Casefile items to disappear from view in Treatment Episodes.
• PDF Packages: Corrected a rendering bug where PDF packages generated from encounters could sometimes be rendered twice, causing formatting or output issues.

Encounters.early-access.30 - June 11, 2025

New

• Scheduler: Group Leaders can now be associated with ECAL appointments. This enhancement improves scheduling visibility and supports better coordination for group-based activities.
• Undo: The Undo option has been removed from the Episode of Care Summary dialog for actions that cannot be undone. This update simplifies the interface and avoids confusion for users.
• Scheduler: Enhanced the handling of Next Appointment data in Scheduler to ensure more reliable performance and accuracy.
• Forms: Your previously selected filters are now remembered when navigating between tabs. This change streamlines workflows and reduces repetitive filtering.
• Forms: New columns for Level of Care and Program have been added. These provide additional context for each form listed on the tab.
• Forms: You can now filter forms by Location. This is especially helpful when patients have been admitted to multiple locations during their treatment episodes.
• Forms: Added a filter for Program, enabling users to sort and view forms based on the patient's program history.
• Forms: Added a filter for Level of Care, so users can easily focus on forms tied to a specific level of care across a patient's episodes.
• Casefiles: Casefiles can now be created directly from Episodes, improving documentation flexibility and reducing manual work.
• PDF Package: Users can generate PDF Packages from Episodes. This enhancement helps consolidate relevant documents for easier sharing and archiving.

Fixed

• Scheduler: Fixed an issue where creating a patient from Advanced Search on the Scheduler page caused unexpected behavior.
• Form: Resolved a bug where the Add Form modal did not correctly filter forms by the selected episode, which could lead to data being attached to the wrong episode.
• PDF Package and Calendar: Corrected a route-related bug that broke functionality for both PDF Package items and calendar displays.
• PDF Package: Fixed an error that was causing PDF Packages to raise a double render issue, improving system stability and document generation.

Encounters.early-access.28 - May 29, 2025

New

• Labs/Tx Episodes: Updated user permissions to allow users with access to Labs but without access to Tx Episodes to edit lab requisitions. This change ensures that permissions are scoped correctly based on the user role.
• State Reporting: Modified the State Reporting API to support encounter-based data. This enhancement aligns with evolving state requirements and ensures smoother integration with external systems.
• Reports: Improved report display for Location fields by showing multiple columns when a report includes a Location column. This change enhances data visibility and usability in reports that span multiple locations.
• Reports: New Location column added to Insurance Authorizations. This enhancement makes it easier to filter and manage authorization data by facility.
• Facesheet: Added a Change LoC/Program button to the Facesheet to provide quicker access to patient transition workflows.
• Facesheet: Added a Discharge button to the editable fields section in the Facesheet for faster discharge actions.
• Forms: Now the Populate with Forms button appears if there is any un-added form on a patient tab, making it easier to re-use existing templates.
• Manage Episode: Prevented access to Manage Episode > Care Summary for all External User roles to maintain proper access boundaries.
• Forms: The Location column in patient forms tab is now hidden when the instance has only one enabled location, simplifying the interface.

Encounters.early-access.25 - May 29, 2025

New

• Labs/Tx Episodes: Users can now assign a location to offsite collected lab requisitions. This update allows for better tracking and management of requisitions that are created by one location and collected by another.
• Reports: Increased the font size for data fields in editable reports, making it easier for users to view and interact with the report contents during editing.
• Reports: In the History report template, the field previously labeled 'Location History' has been renamed to 'Facility History' to more accurately reflect its contents and purpose.
• Landing Page: Added a new display feature that shows the number of patients per Level of Care (LoC) on the landing page. This enhancement provides users with a quick, at-a-glance view of patient distribution across levels of care.

Fixed

• Group Sessions: Resolved an issue that prevented users from multi-selecting patients in group session templates. This fix ensures that multiple patient selections can now be made without error during template configuration.
• Chart Tracker: Fixed a bug where the "Readmit" button was not appearing for features related to patient chart transfers, despite the user having the necessary permissions. This update restores the visibility and functionality of the button for eligible users.

Encounters.early-access.24 - April 7, 2025

New

• Labs: Orders with a "Collection Timing" value of "On Discharge" can now be placed and collected on the patient's discharge day. This update gives users greater flexibility when configuring lab workflows that need to occur just before or at the time of discharge.
• Labs: The Lab Requisitions table in the Encounters tab has been redesigned to improve clarity and accessibility. Updates include enhanced column headings and improved organization to streamline the documentation and review of requisitions.
• Chart Summary: The Treatment Episodes tab now includes the Episode ID in each row. This addition helps users more easily identify and reference specific episodes when reviewing a patient's treatment history.
• Fullscreen: The instance-level configuration for the fullscreen lock has been removed. This change streamlines settings management and reflects the stability of the fullscreen feature across environments.

Fixed

• MAT: Resolved a display issue on the Kiosk login screen where elements were misaligned. This fix improves the overall user interface consistency and ensures login options display correctly across all devices.
• Unit Inventory: Fixed various user interface inconsistencies in the Unit Inventory section to enhance usability and visual coherence.
• Care Summary: Corrected an issue where events on the Care Summary were displayed out of chronological order when the Creation and Admission events shared the same timestamp. Events now appear in the correct order for more accurate clinical timelines.
• Care Summary: Fixed an issue that allowed users to update inactive events from the Admission workflow. This change ensures data integrity by preventing edits to historical entries that should remain static.
• Care Summary: Resolved an issue where the Pre-Admission event was not removed when backdating the Admission date. This fix ensures accurate event sequencing when changes are made to admission timing.
• Group Sessions: Fixed an issue where the Chart Audit button was missing from past group sessions, preventing users from marking sessions as complete. The button is now properly displayed, allowing completion actions as expected.

Encounters.early-access.22 - March 21, 2025

New

• Manage Episodes: Treatment episodes can no longer be undone once an associated appointment has been attended. Users will now receive a warning that the appointment cannot be undone. If a treatment episode only has past appointments in the Cancel, No Show, Draft, or Waitlist statuses or appointments scheduled in the future, it can still be undone, and the appointment(s) will be removed.
• Scheduler Modal: Scheduler is now accessible by clicking View Scheduler in the header. A new modal will open over the patient chart, giving users a better view of the Scheduler and reducing the scrolling needed to view and add appointments. Additionally, if an appointment is scheduled, instead of seeing View Scheduler users will instead see the date and time of the next appointment.

Encounters.early-access.21 - March 21, 2025

New

• Outcomes: Connected Outcomes to Encounters, enabling synchronization between outcome tracking and patient encounter data.
• Outcomes: Extended Outcomes Reports to link with Encounters, providing better alignment of report data with specific patient encounters.
• Portal Packages: Updated how packages interact with recurring assessments. When sharing packages, the recurrence settings of assessments are now respected, ensuring accurate scheduling.
• User Permissions: Added new permissions for Admission, Transfer Location, Change Level of Care/Program, Add Location, and Discharge actions. These permissions offer granular control over user access to critical patient workflows.
• Encounters: Implemented database and API updates to support Scheduler integration. This sets the foundation for deeper functionality between encounters and scheduling.
• Notifications: Introduced a notification triggered when a patient is unenrolled from an Assessment Program. This ensures staff are informed of key changes in a patient's assessment status.
• Recurring Evaluations: Created a new Manage Recurring Evaluations modal to simplify and centralize recurring evaluation settings.
• Recurring Evaluations: Added history tracking for each recurring evaluation change, enabling users to audit changes over time.
• Recurring Evaluations: Replaced existing controls on the Evaluation form and Patient Chart with the new modal to ensure consistent user experience.
• Doctor Orders: Added an Order Warning Banner and an Acknowledgement step for high-risk medications, enhancing provider awareness during order entry.
• Order Details: Created an Order Acknowledgement Record and expanded the Order Details view for better visibility into order history and actions.
• Forms: Updated secondary button styles in the Forms tab to improve visual consistency and usability.
• Encounters: Automatically create patient order reconciliations when the "Encounters" feature is enabled, streamlining order management.
• Scheduler: Added logic to check for past appointments when scheduling new encounters, reducing appointment conflicts and overlap.

Fixed

• Doctor Orders: Fixed an issue where the increment/decrement arrows on quantity fields were missing, improving dosage selection usability.
• Forms: Resolved a bug where checkboxes lacked visible borders, which affected user interaction.
• Evaluations: Addressed UI bugs causing action buttons in evaluation forms to overlap or misalign.
• PDF: Fixed an issue where the Kipu Portal button in generated PDFs was non-functional.
• Date of Birth: Corrected a bug allowing users to type in invalid date formats in the DOB field.
• Care Summary Modal: Resolved an issue where undoing a transfer did not revert the summary view correctly.
• Rounds: Fixed a server error (500) triggered when filtering a patient's records in the Rounds tab.
• Facesheet: Corrected UI bugs in the Flags tab, including issues with the search box and button placements.
• Golden Thread: Fixed visual and functional issues within the Golden Thread, such as misplaced elements and add-status functionality.
• Flags: Addressed a problem where Flags assigned to patients were not showing up in Reports correctly.
• Orders: Ensured that orders assigned to a newly created patient display correctly in the Orders tab.
• Attendance: Fixed an issue where the Attendance Roster appeared blank for patients with Treatment Episodes.
• Encounters/Facesheet: Resolved a blocker where an error prevented users from completing patient admission due to missing encounter information.

Encounters.early-access.18 - February 5, 2025

New

• Chart✓: Added columns and filters for Location and Program to Dashboard > Chart Summary > Chart✓.
• Chart Tracker: The Chart Tracker Transfer button has been renamed New Episode of Care.

• Chart Tracker: Readmissions will now redirect the user directly to the new patient chart after submitting. For more information about the Readmit process, check out this article.

• Create Patient: The patient’s date of birth will now carry over from the initial search to the Create Patient form. For more information about creating patients, check out this article.

• Forms: Add a Location filter for Forms Tabs (Patient Processes).

• Notifications: Added a notification trigger called ‘Patient Transferred’ for when a patient moves from one location to another.

• Notifications: Added a new Treatment Started notification that triggers when a patient is added to a location.
  

• Patient Chart: Removed the fixed width constraints on patient content. Pages will now display at full-screen size. 

Fixed

• Admission History: Fixed an issue where changes within a certain amount of time would not be reflected in the Admission Date history.

• Discharge: Fixed an issue where changes made within a certain amount of time would not be reflected in the Discharge Date history.

• Expanded Patient Header: Fixed an issue where clicking the + Payment Method link didn’t direct users to the edit view of the patient’s facesheet.