PracticeQ Release Notes

Resolved: Signed consent forms and questionnaires no longer open as blank PDFs

• Development has resolved an issue where attempting to open or download a signed consent form or questionnaire rendered a blank screen.
• Signed forms will now display as intended.

Enhancement: Questionnaire preview page title responsive on small screens

• Development has improved the questionnaire layout so that long questionnaire titles will display correctly on small screen sizes, with no overflow or clipping.

Resolved: Ampersand symbol displaying correctly in SMS messages

• Development has corrected an issue that was causing the & symbol to display as &amp in scheduled SMS messages.
• Scheduled SMS messages will now display the ampersand as &, as expected.

Enhancement: EPSDT indicator now transmitted in 837 Medicaid claims

• Development has improved the claim submission process so that now the Early Periodic Screening, Diagnostic and Treatment indicator will be transmitted in 837 Medicaid claim files.
• This enhancement will ensure proper claim submission for pediatric Medicaid services.

Enhancement: Non-standard patient responsibility now visible when posting claims

• Development has improved the claim posting screen to display all patient responsibility (PR) adjustments from ERA processing.
• Not only will Copay, Coinsurance, and Deductible display, but also adjustments, such as "Non-Covered Visits."
• This enhancement will eliminate invoice confusion and reduce time spent in manual EOB reviews.

Resolved: Form template mappings page now links state fields to dropdown types

• Development has resolved a mapping configuration issue where the Form Template Mappings page linked state fields (state, primary insurance state, secondary insurance state) to Text field types instead of Dropdown field types.
• The mappings page now correctly searches for and links to dropdown fields as intended.

Improved Integration: Heidi widget text formatting preserved when pushing to notes

• Development has fixed a formatting issue where text entered in the Heidi widget with line breaks would lose formatting and display strange characters when pushed to the PracticeQ clinical note.
• Structure and formatting are now preserved end-to-end.

Resolved: Progress tab export now displays graph labels

• Development has resolved an issue where exporting the Progress tab as a PDF rendered only the graph visuals without graph labels, making it impossible to distinguish between multiple graphs.
• The PDF export now includes all graph titles and labels, matching the on-screen display.

Resolved: Sorting client list no longer clears session data columns

• Development has fixed an issue where sorting Lists → Clients by Last Activity, Client ID, or Created would cause the Next Session and Last Session columns to display as empty until the browser was refreshed.
• Sorting now preserves all column data correctly.

Resolved: Invoice start number setting now honored

• Development has addressed an issue where the Invoice Start Number setting had no effect - invoices would begin sequentially from 00001 regardless of the value entered.
• Newly created invoices will now number from the user's configured start number.

Resolved: Prescription status notifications

• Development has resolved an issue that was causing denied or deleted prescriptions to show as "Pending Prescription" in eRX.

Resolved: PracticeQ Payments

• Development has addressed an issue where payments sometimes displayed as failed despite being successful.
• Payment attempts will now always display the correct status, avoiding the risk of duplicate client charges.

Improved Integration: Engage

• Development has corrected an issue that sometimes removed the Engage launch button from the PracticeQ toolbar.
• The launch button will now appear consistently for users.

Improved: Bulk Claim Creation

• Development has made improvements to the bulk claim creation process; your clinic should experience faster claim submission following the changes.
• Development has resolved an issue where claims generated in bulk sometimes generated duplicate claim numbers across clients.
• Bulk claims will now generate unique claim numbers.

IMPROVED INTEGRATION: eRX

• Development has resolved an issue that caused California prescriptions to send as Arizona ones for some users.

IMPROVED INTEGRATION: Engage

• Development has corrected the following issues occurring for some users:
  • Reminders were being sent for deleted appointments
  • Appointment updates in PracticeQ were not showing in Engage
  • Practitioner updates in PracticeQ were not showing in Engage

RESOLVED: Bulk Claim Creation

• Development has addressed an issue that was preventing bulk claim creation due to a "multiple practitioners" validation error.

IMPROVED: Product Report

• The Product Report will now display the correct currency symbol based on the account's currency settings.

RESOLVED: Google Meet Appointments Transferred Between Practitioners

• Development has corrected an issue where Google Meet appointments transferred from one practitioner to another were not unlinking from the previous practitioner's calendar and generating new links.
• Appointments moved to the new practitioner will now appear on the practitioner's calendar and an appointment link under the new practitioner will generate for use in the appointment reminder.

RESOLVED: Attendance Confirmation and Check-in in Event Logs

• Development has resolved an issue where the appointment events "Check In"and "Confirm Attendance" were displaying client names in the Event Log.
• The Event Log will now display the staff member who performed the action.

IMPROVED: Export Behavior

• Development has made the following improvements to exports:
  • The ability to add a ClientID filter, reducing the export size and time for larger clinics
  • The inclusion of Custom Booking Widget fields in account Appointment CSV exports
  • The inclusion of a Notes CSV file in account exports

RESOLVED: Permissions for Customized Emails

• Development has resolved an issue with the All Practitioners option in the Messages tab of Booking Settings.
• Moving forward, if the account admin checks the All Practitioners option, the settings entered by non-admin practitioners will override this selection.

RESOLVED: Booking Widget Sign out

• Development has corrected an issue where booking widget sessions remained active after signout.
• Booking widget sessions now properly end across separate browser windows and tabs.

RESOLVED: Multi-attendee Telehealth Sessions

• Development has addressed an issue where additional participants were not receiving calendar invites or telehealth links for virtual appointments.

IMPROVED: SMS Reporting

• Development has improved the SMS Messages Usage report in More → Subscription.
• This report will now show SMS usage for prior months.

RESOLVED: Booking Widget Behavior

• Development has addressed an issue that allowed clients to continue booking and create duplicate client profiles in another tab after signing out of the widget.

RESOLVED: Portal Password Error

• Development has corrected an issue that where some clients received an "Unexpected Error" message when trying to create a secure client portal password.

RESOLVED: Search Count Display

• Development has addressed an issue where search results in
  Lists → Clients
  and
  Lists → Intakes
  were not displaying the correct totals.

RESOLVED: Appointment Package Pricing

• Development has resolved an issue where appointments were being automatically charged even when linked to pre-paid appointment packages.

RESOLVED: Portal Invitation tracking in Client Event Logs

• Development has corrected an issue that caused "Resent Portal Invitation" events to track as being sent by client contacts.
• "Resent Portal Invitation" events will now reflect the staff member who triggered the invitation.

RESOLVED: Cards Tab Visibility in Client Profiles

• Development has resolved an issue that prevented assistants from seeing the Cards tab in client profiles.

IMPROVED INTEGRATION: eRX Prescription Statuses

• Development has improved the information sync between PracticeQ and ScriptSure so that denied or deleted prescriptions will no longer display as "Pending."

IMPROVED INTEGRATION: Engage Email Templates

• The Engage Team has corrected an issue that made it difficult to scroll when editing appointment reminder and appointment confirmation request email templates.

IMPROVED BEHAVIOR: Multiple Portals Under Same Contact

• Some practices have the same staff contact attached to multiple client portals.
• Development has enhanced the Secure Client Portal behavior to allow a client portal to be disabled when it is one of multiple portals attached to the staff contact.

IMPROVED INTEGRATION: Engage

• Development has improved sync behavior to ensure that location-specific (not practice-wide) demographic information appears on client communication, such as appointment reminder emails.

SYSTEM ENHANCEMENT: BAA Viewing Permissions

• Development has implemented a permissions change so that only account owners/admins are able to view the BAA tab in More → Account.
• The change will prevent assistants and non-admin practitioners from viewing, editing, or deleting the Business Associate Agreement for the account.

IMPROVED FEATURE: Team Messaging

• Development has enhanced the Team Messaging feature by removing deleted and disabled staff from group and direct messaging options.

RESOLVED: Claim Generation

• Development has resolved an issue where two claims generated around the same time were sometimes assigned the same claim number.

RESOLVED: Contact Emails Updating to Client Portal

• Client contacts who update their passwords are now able to log in to the client portal after the update.

IMPROVED FEATURE: Telehealth

• Development has improved the Telehealth API to ensure that the Join URL sends to Telehealth clients instead of the invitation code.

RESOLVED: Contact Communication

• Development has corrected two issues with client contact communication:
  • When a client profile does not contain a client email (or the client email and the contact email overlap), the client's contacts will now receive scheduled emails.
  • When a client profile does not contain a client email, the client's contacts will now receive booking/reminder emails.

RESOLVED: Opt-Out Link Validation

• Development has resolved an issue where clients who unsubscribed from scheduled emails stopped receiving all emails sent from PracticeQ.
• Unsubscribed clients will now receive appointment reminders and required operational messages, as expected.

IMPROVED INTEGRATION: eRX

• Development has improved sync behavior to ensure that practices added to PracticeQ sync to eRX.

RESOLVED: Account Timeout

• Development has resolved an issue where users were being logged out periodically, even after selecting the Keep me logged in for 1 week option at login.

IMPROVED: Application Speed

• Development has increased the speed for the following tasks:
  • Creating claims
  • Loading treatment notes
  • Saving treatment notes

IMPROVED INTEGRATION: Engage

• Development has resolved an issue that was preventing some practitioners from accessing Engage.
• Improved sync process to ensure clients deleted from PracticeQ will show as inactive in Engage.

RESOLVED: Diagnostic Codes in Superbills

• Development has corrected an issue where diagnostic codes with past end dates were appearing active in superbills.