May 2024: Release Notes

Platform Release Notes: May 2024. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

Scheduling Updates

• Group appointments will now appear in the Client Profile if marked as "Attended"
• Calendar Sync: We have released a meaningful performance update to the way Healthie's External Calendar Sync operates, which will substantively improve the speed and performance of this important feature.
• If you have availability by location enabled, only locations that actually have availability will be shown. This should improve the patient booking experience by cutting down on time spent selecting un-bookable locations.

EHR Updates

• Client Profile shows Credit History:  Made an update so that the client's credit history is visible on the Client Profile even if there are no active credits.
• Client Profile —> Forms Page: Removed the 'Manage Form Templates' and 'Request Form Completion' buttons from Client login.
• Updated the error banner display in client info of the client profile to show a specific error when available.
• Added the ability to set custom date ranges in the date picker.

E-Labs Updates

• Optum/Change Labs statuses standardized: Made an update so that CHC status are mapped to three standardized statuses in Healthie: Complete, Pending and Error Requires Client Action.

Billing Updates

• 'Late Cancellation' status added within appointment details. Providers can now manually adjust an appointment status to 'Late Cancellation'. This is the first part of the release that will allow Providers to auto charge for 'late cancellation' and 'no show' appointments.

ONC Updates

As part of our ONC certification, we now offer Clinical Decision Support (CDS) across a handful of metrics in the client profile. Providers will now be notified when the value of an entry falls outside of the 'normal range'. The warning will not prevent Providers from adding and saving values considered out of range. CDS warnings will appear for:

• A1c values
• body fat %
• weight
• waist circumference

General Updates

• Adjusted the configuration of reply-to email addresses
• Made an improvement to enhance the performance of imports

API & SDK Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

As part of that investment we are excited to share that starting May 1st, 2024 two updates will roll out across the Healthie platform:

1. Updated GraphQL API error messaging:

• Current GraphQL error messaging is generic and does not currently provide detailed information about the cause of the error.
• New error messaging conforms to the latest GraphQL specifications, improving the developer experience.
• For the next 180 days both the current non-conforming (generic) errors and the new conforming (specific) errors will be visible in the platform
• As of November 1, 2024 all non-conforming errors will be deprecated.

2. Webhook API improvements: security, reliability, and thin payloads:

• Building upon the groundwork we laid in phase 1, phase 2 webhook improvements include: 
  • Sending a HTTP header field with a signed value as confirmation that Healthie sent the HTTP request to your webhook endpoint
  • Improved the retry logic for failing webhooks
  • Improved URL validation of your webhook endpoints
  • Sending warning emails on failed attempts
  • Ability to disable webhooks on failed attempts
  • We have added a feature that we are calling “thin payloads”. Thin payloads provide you with changed fields when receiving an “updated” webhook, so you know what fields changed.

Other notable API Updates

• Added form_answer_group_id to update CMS1500 mutation
• Set a warning email to send to the end user after 1 day if a webhook fails
• Fixed a spelling error in the ordering_physician_id API
• Resolved an issue where the availability.updated webhook was firing multiple times

Additional Updates

Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address these for those affected. If any of these issues persist, please let us know by contacting us at hello@gethealthie.com.

Office Ally

• Ensure that high-volume users of our Office Ally integration do not hit limits in submitting claims
• Resolved an issue with the CMS1500 Office Ally ERA import merging the check number and patient ID

Charting

• Released an update to ensure that the latest version of a chart note or intake form is saved if a provider or client has multiple tabs open of the same chart
• Performance update to increase loading speed of Charting Settings for organizations with large number of providers
• Fixed a bug that was preventing icons from rendering on PDFs of Chart Notes
• Enabled the ability to add addendums to frozen charting notes
• Resolved an issue with the headers in Chart Notes shared to patient's documents

E-Rx

• Resolved an issue with the e-prescribe quick copy button to allow the content to be copied to the clipboard each time it is clicked, without needing to refresh the page in between.
• Resolved an issue with "can view labs" org permission to ensure disabled providers can no longer access the labs page or lab navigation bar.

Scheduling

• Resolved an issue with booking specific location rooms (when availability by location is enabled) so that the selected room is assigned to the appointment.
• Resolved an issue where provider names were not showing up on upcoming appointments in client profiles (for their own appointments)
• Resolved an issue where "no limit" in Advanced Appointment Type Settings was showing a "Can't be blank" error in some instances
• Resolved an issue with the success banner so that it appears for the user that edited/created the appointment instead of the provider assigned to the appointment
• Resolved an issue where the external video link showed the current user's link and not the selected provider's link
• Resolved an issue where the cancel/reschedule an appointment button was pulling from a provider's global setting (default) for appointment types versus the specific appointment type's settings.
• Resolved an instance in the Org Calendar where Column Names were not showing up in Bold Font
• Resolved an issue so that any duplicate client enrollments in the same group appointment are merged
• Resolved an issue with selecting a date using the enhanced date picker
• Changed the org calendar filter so it no longer defaults to "all" providers

CMS 1500

• Resolved an issue where org members were not seeing a full possible list of Service Facilities shared across the organization
• Resolved an issue so CMS 1500s no longer return a 500 error when created without a diagnosis code

Forms

• Made an update so that when a user attempts to edit a recurring form attached to a group, they can do so, instead of being prompted to edit the Group Name
• Resolved an issue within form answers of charting notes to handle specific special character combinations
• Resolved an issue so that ALL forms that are part of a Intake Flow that should be sent "after booking an appointment" will be shown within the Appointment Detail.
• Resolved an issue with custom fields within Form Builder so that they can be updated several times
• Updated the "add food intolerance or sensitivity" module to include a name field, previously this field was only visible after saving and editing the entry you just created 
• Made an update to the Forms List so that the Completed Date will be empty if there is no form history instead of defaulting to the created date
• Released an update to ensure that if "Opt out" is selected in the "receive updates and special updates" field, it counts as a "required field" and does not yield a "can't be blank"
• Resolved an issue where if a Form was converted from a Charting Template to Intake form or Program Template, Pre-fill would still apply, when it should not
• Resolved an issue to correctly restrict editing of intake flows when "can edit forms" permissions are disabled
• Resolved a visual issue whereby an intake flow was displaying in all sections within Appointment Types (e.g., After Booking, Before Appointment, and After Appointment) versus just in "After Booking") - this was a UI issue
• Resolved an issue where the requests for two separate intake flow form completions were getting linked together 

Metrics

• Fixed an issue where DOB and gender was being cleared upon entry of BMR value in some instances.
• Resolved an issue with custom metric checkboxes not being reflected properly in the UI 

Goals

• Resolved an issue where viewing client goals in the sidebar selecting 'Create Goal' resulted in an error message

Chat

• Resolved an issue with the 'Start Conversation' button so that it is responsive and visible no matter the screen size.
• All org chat participants will now show in the "Organization Member" dropdown regardless of the current user.
• Resolved an issue in Chat on the Mobile apps whereby a failed search of conversation showed no UI, resulting in user having to leave screen and re-enter it

Care Plans

• Resolved an issue where "Activate Care Plan" button was not showing if provider was creating a Care Plan from a Template

Programs

• Resolved an issue so that users can now embed video links when trying to share unlisted Vimeo videos

Documents

• Made an update so that you can download a document even if there is no owner assigned.
• Adjusted how the "Visible to Client" and "Not Visible to Client" buttons appeared when uploading a document to a client's profile
• Resolved an issue with slow loading times when trying to share a document
• Resolved an issue with duplicate document sharing

Organization Management

• Updated a setting so that clients cannot be assigned to an organization member that is not a provider
• Resolved an issue related to org member permissions for creating form: If an org member has access to creating forms, creates a form, then loses access to editing forms, they still had access to the forms page and could edit the modules in the form they created.
• Resolved an issue in the client profile to make it easier to read the basic information.
• Resolved an issue so that accounts created with exclamation points in the email address are accepted
• Resolved an issue where the currency symbol did not reflect the default currency of the provider
• Resolved issues with Client Groups to improve load time and relevance of results when searching 
• Resolved an issue in the client's Referring Provider section so that the display message no longer appears if the client has no referrals
• Resolved an issue where Providers were unable to see all providers in the organization when assigning tasks
• Resolved a time out issue for Appointment Setting and Locations for providers with a high number of user groups
• Resolved an issue where quick notes in the Client Profile were not saving as expected

Client Insurance Policy

• Resolved an issue that will now allow a provider to remove the Group Number from a client's insurance policy, and save the changes
• Resolved various issues with the "Add Accepted Policies" popup

Notifications

• Resolved an issue so that clients and providers can control their confirmation email notifications when a package purchased independently; a provider's notification settings should not impact a clients.
• Resolved an issue with form notifications so that they can be properly disabled in the Settings UI. 
• Resolved an issue so that 5 min push/email notifications are now being sent to clients 5 min before their scheduled appointment (if the setting is enabled); before, there were a subset of instances in which this was not happening consistently.
• Made an update to task notifications to ensure that providers of an organization see tasks if and only if part of their permissions.
• Resolved an issue that was having some Fax Notifications show up twice.
• Resolved an issue with email notification subject lines to ensure that only a patient's first name/last initial is included.
• Resolved an issue with the success banner so that it appears for the user that edited/created the appointment instead of the provider assigned to the appointment
• Resolved an issue where resending a fax was not triggering any confirmation notifications
• Resolved an issue where in some instances, providers were receiving multiple notifications when a client completed an Intake Flow
• Resolved an issue with a Stripe verification banner not clearing for all org users
• Resolved an issue with the Stripe banner displaying "Healthie" for whitelabel accounts

General

• Resolved an issue where bullet points were showing up in certain instances in the navigation menu
• Resolved an issue so table dropdown no longer shows up outside of the table 
• Resolved the error produced when hovering over the large invoice description 
• Resolved mobile web UI issues on the Dashboard when viewing as a client
• Added the ability to toggle the Reports tab
• Resolved an issue preventing patients from booking appointments or purchasing packages
• Resolved an issue where custom reports were failing to generate and send to subscribers
• General Updates to the accessibility of Healthie
• Resolved an issue so that the Google Fit App is no longer blocked when a user wants to connect it
• Resolved an issue where Providers were unable to see all providers in the organization when assigning tasks
• Resolved an issue where retrying a payment impacted the total number of remaining payments
• Made an update to limit publicly available information via the API

Past and Planned Updates

View all updates from last month here.