Some items identified below were released in smaller cumulative updates over the last two weeks, as indicated.
Improvements
(5/6) - The Invoicing page now supports filtering by practitioner (defaulting to All Practitioners), and a new Practitioner column shows who each invoice belongs to at a glance.
(5/9) - Good Faith Estimates can now be shared to the patient portal with one click from the Estimates screen, eliminating the save-PDF-then-upload workaround for delivering No Surprises Act–required estimates.
(5/9) - Sort order and scroll position are now preserved when opening, editing, or saving a task, so users managing long task lists return to where they left off instead of jumping back to the top.
Bug Fixes
(4/29) - Fixed an issue on patient-facing appointment pages where a malformed script tag caused stray HTML text to appear on screen and could prevent the timezone library from loading.
(4/29) - Fixed an issue in the new Tasks view where notes added on a message detail were lost if the user saved the task without separately saving the notes field.
(4/29) - Fixed an issue in the new Tasks view where the Task Type filter was missing some task types available in the legacy view, causing incomplete filter results.
(5/1) - Fixed an issue where online appointments were auto-confirming even when the booking setting was configured for manual confirmation.
(5/1) - Fixed an issue where the Insured Name on lab requisitions displayed the patient's name instead of the insured name listed on the patient's insurance profile.
(5/1) - On the charting history, the Edit and Sign links now disappear immediately when a chart note is locked, instead of remaining active until the page is refreshed.
(5/1) - Fixed an issue where task owner options populated inconsistently across different areas of the system, including resources incorrectly appearing in the task owner list when adding tasks from the Dashboard.
(5/1) - Removed the Fullscript option from the Lab/Diagnosis lab order list, and corrected the display name to "Fullscript".
(5/6) - Fixed an issue where selecting a second template in the Custom Formulation Editor would overwrite the first row and create a duplicate row containing the same ingredient.
(5/9) - Fixed an issue on Settings > Communications > Patient Portal and Kiosk where saved questionnaire and consent-form service mappings appeared unchecked after reload, leaving providers unsure whether their portal config had actually saved.
(5/9) - The intake-form header now keeps the phone number on the same line as the address even for practices with long names, restoring a clean first impression for patients filling out intake.
(5/9) - Fixed errors that prevented some tasks from saving when changing the Task Owner or Due Date in the new Tasks experience — clears the last reliability blocker for setting Tasks as the default flow.
(5/9) - Fixed an issue where double-clicking Save on a superbill could create duplicate records — the Save button is now disabled until the save completes, preventing duplicate billing entries.
(5/9) - Fixed the "Bad request" error that appeared when switching the template dropdown back to Select template mid-task-creation.