September 2025 Release Notes

14.59.0.0 - September 30, 2025

New

• Billing: The Admit to Discharge payer rule has been updated so that it doesn't include items that occurred after discharge, making it easier to find possible user error in documentation. This behavior will also ensure that the units count isn’t adding a DOS that shouldn’t be bundled anyway. Check out this article for more information on the Admit to Discharge rule.

• Consent Forms: We have updated how contacts who have signed consent forms appear in the system, making it easier to identify which contacts have signed consent forms and which are consent forms are still in progress. Click here for more information on creating consent forms.

• Dashboard: A new Note field has been added to the Sign Unreviewed Orders modal in the Physician Review tab. This enhancement allows physicians to include additional comments or context when signing unreviewed orders. Click here for more information on the Physician Review tab in the Dashboard.
  
• MAT Billing: Updated the unit of measurement abbreviation for milligrams from MG to ME in HL7 files to align with NDC claim requirements.
• New MAR: Made the order name a hyperlink that, when clicked, takes the user to the Order Details page. Click here for more information about the new MAR.
• Portal Packages: Added a history log view for portal packages.

Fixed

• Evaluations: Fixed an issue where answering ‘No’ for Height/Weight inside conditional questions still recorded an entry.
• Inventory: Fixed an issue where exporting a CSV for facility and patient inventory only generated the first page. 

14.58.0.0 - September 25, 2025

New

• Chart Snapshot: When chart snapshot generation fails due to missing information on the facesheet, such as birth date, MR#, etc., the snapshot will indicate the missing information and prompt the user to correct the issue before retrying. Check out this article for more information on chart snapshots.
  

Fixed

• Billing: Fixed an issue where unbilled items didn’t update after the MAT Dosing Service Auth was changed from one service setting to another.

14.57.0.0 - September 23, 2025

New

• Billing: When using the grouping feature, users can now use the Edit Billable Items modal to move an item to a different group. If there are any data points that do not match, the system will use the data from the destination group and drop the values from the source billable item. Check out this article for more information on grouping billable items.
  
• Billing: Optimized the generation of warnings and errors to improve performance for the billable report.
• Billing: Expanded the “Incomplete items on this date” warning so that it now includes “Missing Duration” and/or “Missing Signatures” for greater clarity. These warnings can be disabled or converted to errors in settings. Click here for more on pre-transmission errors and warnings.
• Chart Snapshot: Added the ability to print out a Chart Snapshot record from the Kipu Intelligence panel. For more information about Chart Snapshots, check out this article.
• Dashboard Update: An Inventory tab has been added to the Dashboard. When enabled under Settings > Instance, users with both Dashboard and Inventory permissions can now view Facility and Patient Inventory details — including items that are running low, fully depleted, or missing from patient orders that have never had inventory entered. Check out this article for more information.
• Facesheet: Updated Lab Guarantor Type and Lab Guarantor fields in the Lab Testing section:
  • Selecting Self as the guarantor type will automatically assign the patient as the lab guarantor.
  • Selecting Spouse or Other will display a guarantor list limited to insurance subscribers or contacts, with clear labels indicating each.
  • Added tooltips explaining how the guarantor list is generated and which fields are required for a subscriber or contact to appear.
  • Check out this article for more information.
• (Early Access) Group Note Assistant: Draft note content will now use the pronouns in the patient’s facesheet. If no pronouns are set, it will take the system default defined in Settings > Instance > Patient.

Fixed

• Billing: Fixed a rare issue where inpatient billable items sometimes displayed attendance as the billing type.
• Billing: Fixed an issue where inpatient billable items sometimes pulled the wrong authorization on file.
• Billing: Fixed an issue where group sessions sometimes did not appear bundled in the expanded view of a bundled per diem level of care billable item.
• Chart Tracker: Fixed an issue where the chart tracker didn’t function properly if a patient and patient contact used the same email and had portal accounts.
• Note Assistant: Quotes in draft notes now display correctly instead of showing html code.

14.56.0.3 - September 22, 2025

Fixed

• PDF: Fixed a performance issue that caused casefiles and PDF packages to get stuck in the generating stages.

15.56.0.1 - September 18, 2025

Fixed

• PDFs: Fixed an issue where PDF Packages and Casefiles got stuck in pending status. PDF Packages and Casefiles should now reach complete status as normal.
• PDFs: Fixed an issue that caused users to get the “Error; Retrying: Failed To Save” message when attempting to download a PDF package. PDF downloads should now work as normal. 

14.56.0.0 - September 16, 2025

New

• Billing: Made changes to the calculation method for duration to improve billing report performance.
• Billing: Added the warnings “Level of care authorization is missing for primary insurance on this date.” and “Service authorization is missing for primary insurance on this date.” to indicate that the billable item has been authorized but not for the primary insurance on file (meaning that the authorization is for the secondary or tertiary insurance on file). These warnings can be disabled or converted to errors in Settings > Billing Audit Tool > Warnings and Errors. For information on pre-transmission error messages and warnings, check out this article.
• Billing: Changed the Duration display from decimals to hours and minutes for evaluations and group sessions in expanded billable items to make them easier to read.
• Chart Snapshot: We’ve removed the automatic generation of Chart Snapshot records to ensure accurate tracking. Snapshots will now only be created when users explicitly generate them, providing clearer insights into user actions. For more information about Chart Snapshots, check out this article.
• Scheduler: We have redesigned Scheduler’s resource schedules and schedule templates. This simplified design moves to a calendar-driven workflow where users can manage their availability quickly. Working hours and activities can now be assigned across multiple locations, saving time and clicks. Users can also edit a single occurrence of an activity without having to end and then re-create the entire series. All these new changes will allow providers to better manage their schedules in real time. Click here for more information about Scheduler Templates and here for more about Resource Schedules.

Fixed

• Group Note Assistant (Early Release): Fixed an issue with the UI where, when the Kipu Intelligence panel was open, the time component was hard to read.
• New MAR: Fixed an issue in Bulk Administration where the Save Status button remained greyed out.
• Note Assistant: Fixed an issue where note drafts stopped in the middle of a sentence because of quotation marks.
• Note Assistant: Resolved an issue where custom prompts in evaluation templates were occasionally ignored.

14.55.0.0 - September 11, 2025

New

•  Billing: Added the ability to set modifier defaults at the ancillary evaluation template level. For more information, check out this article.
  

14.54.0.0 - September 9, 2025

New

• Evaluations: Improved performance and loading when editing form evaluations. Certain fields will only appear when relevant information is selected or added, and items will be collapsed by default and must be clicked on to view. Click here for more information on evaluations.
   
• Federated Authentication: Added the ability to reset forgotten signing/auth pins. Click here for more information.
• Forms: Added a new Preview feature for consent forms and evaluation templates, allowing users to view the form as it will appear to end users while creating or editing. For information on consent form templates, click here. For information on evaluation templates, click here. This feature must be enabled by a super admin under Settings > Instance.

Fixed

• Billing: Fixed an issue that sometimes caused a persisting piano bar when using the edit billable item modal causing a delay in transmission.
• Billing: Fixed an issue that sometimes caused diagnosis codes that are no longer current to be included in HL7 file and transmission.

14.53.0.0 - September 3, 2025

New

• Labs: Added validation to ensure the lab order’s start date cannot be set to an invalid date (dates such as 0000, or dates set over 25 years into the past/future). Click here for more information on creating lab orders.
• Note Assistant: Updated behavior so that the therapist or provider is not mentioned in the output. The information is specifically about the patient. Check out this article for more information on the Note Assistant.

Fixed

• Schedules: Fixed an issue where deleting a patient from the Attendance tab would cause the page to jump.

14.52.0.1 - September 3, 2025

Fixed

• Casefiles: Fixed an issue where some casefiles and PDFs failed to generate due to a timeout.
• Centralized Documentation: Fixed an issue where errors occurred when adding a new or favorited document.