Treatment Plans Release Notes 2025 [Early Access]

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

Encounters.early-access.21 - March 13, 2025

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.18 - February 5, 2025

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.

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.