• Cleaner caseload creation thanks to filtering out fully discharged patients.
• Avoid errors in documents caused by diagnosis code issues.
• Manually created treatment reports now generate correct claim files for patients with multiple insurance payment methods.

• DOS column added to invoices makes it easier to assist families with billing questions.
• Discharge dashboard now includes filtering and search by discharge reason.
• Patient lists and caseload creation views now hide fully discharged patients by default.
• ERA remittances now attach to the correct treatment reports going forward.
• Admins without caseloads now receive notifications for new patient messages.

• DOS now visible on invoices for clearer billing transparency.
• Fix ensures ERAs are properly matched with treatment reports.
• Discharge filters and improved visibility support better billing transitions.
• Claims now accurately reflect multiple insurance setups when treatment reports are created manually.

🛠️ Polish: DOS Column Added to Invoices

• 👥 Audience: Admin, Legal Guardians
• ❗ Issue: A DOS column has been added to invoices, allowing parents to easily identify the event associated with each invoice.
• ✅ Action Steps: After logging into the patient portal click the Billing tab at the top and then scroll down to view invoices.

🚀 New Feature: Discharge Dashboard Filtering

• 👥 Audience: Admins
• 📢 What’s New?: Adds the ability to filter by discharge reason and search by reason input on the Discharge dashboard.

🛠️ Improvement: Hide Fully Discharged Patients

• 👥 Audience: Admins
• ❗ Update: Adds ability to filter out fully discharged patients from organization patient list and from patient list when creating a new caseload.

🛠️ Fix: ERA Remittances Matching

• 👥 Audience: Admins
• ❗ Issue: Insurance Billing | A number of ERA's were attaching to the wrong treatment report. We have improved future matching between ERA remittances and treatment reports.
• ✅ Action Steps: No action needed.

🛠️ Fix: Diagnosis Code Error on Patient Documents

• 👥 Audience: ALL
• ❗ Issue: Some patient documents were throwing a "Couldn't find PatientsDiagnosisCode with ID for PatientsDiscipline with ID" error under certain circumstances. This has been resolved.

🚀 New Feature: Admin Notifications for Patient Messages

• 👥 Audience: Admins
• 🛠️ Steps to Access: Notifications will automatically appear in your JetStream and/or be sent via email—if you have the "New patient messages" notification setting enabled and your user role is "Admin" without an assigned caseload.
• 📢 What’s New?: Admins can now receive notifications for new incoming patient messages. This ensures that important communications from families (i.e. appointment questions, external evaluations, and urgent billing issues) are promptly seen and addressed by the appropriate team members.

🛠️ Fix: Claim Files for Multi-Insurance Patients

• 👥 Audience: Therapists
• ❗ Issue: When creating a Treatment Report manually (outside of the schedule / Visit note / Eval) for a patient with multiple active insurance payment methods, creating claim files from both invoices were incorrectly set as single-payer. This fix will correctly create claim files in this situation.
• ✅ Action Steps: None.