PracticeQ Release Notes

Resolved: ERA Posting Errors

• Development has resolved an issue where ERA postings were incorrectly zeroing out patient responsibility and creating false credits on their accounts.

Resolved: Medicaid Mapping

• Development has corrected the mapping of the Medicaid 837P EPSDT indicator, which was previously being sent as Family Planning.

Resolved: Adding Assistants to Team

• Development has addressed the following issues related to adding new assistants:
  • They resolved an issue where newly created assistants were missing IDs, making it difficult to edit or delete their profiles.
  • They also corrected an issue where Admin-Only accounts with a single practitioner were unable to add assistants.

Resolved: Sharing Notes and Consent Forms

• To ensure secure communication, development has resolved an error that occurred when users shared notes and consent forms using a secret passcode.

Enhancement: Document Faxing Workflow

• Development has corrected the broken image preview in the Fax popup in the Files tab of the client profile.

Resolved: PDF Export Workflow

• Development has corrected an error that caused PDF exports to display a 500: Unexpected Error message.

Resolved: Appointment Package Editing

• To ensure smooth package management, development has resolved errors encountered when users added invoices or tried to cancel appointment packages.

Enhancement: Rich Text Editor Display

• To improve visibility, development has updated the rich text editor menu to display on a dark background for better contrast.

New Feature: Insurance Status Badges

• Development has added a Status column in Lists → Claims → Payers that shows you each payer's in or out of network status at a glance! Read more here.
• Development has also added insurance badges to client profiles! See whether the client's payer is in network, out of network, or not on your payer list! Read more here.

New Feature: "Allow Unlisted Payers" setting

• Development has added an Allow Unlisted Payers on Patient Profiles setting in Lists → Claims → Payers! Read more here.

Resolved: Place of Service display

• Development has corrected an issue where the Place of Service dropdown menu was displaying blank in the CPT Codes tab of Service settings for some users.

Resolved: HTTP 500 errors

• Development has resolved an issue that caused an HTTP 500 error to display when opening appointments from the client timeline and when performing insurance payment searches

Enhancement: Increased reliability in Claims → Appointments screen

• Development has made changes to prevent loading failures on the Claims → Appointments screen.

Enhanced Integration: Google Analytics

• Development has fixed the Google Analytics Disconnect button to work without a page refresh.

Enhancement: Questions Library

• Development has stabilized the visibility of the Questions Library feature so categories display consistently.

Enhancement: Rich text formatting preservation in exported/printed notes

• You told us you wanted more professional-looking treatment notes, and we listened!
• The rich text formatting you add to your treatment notes (such as bullets and bold, italicized, and underlined text) will now carry over to your exported and printed PDFs!
• In addition, exported/printed treatment notes now show a clearer distinction between questions and responses.

Resolved: Ability to create custom form headers

• Development has resolved an issue that was preventing users from generating custom form headers, restoring custom branding capabilities for you.

Resolved: Prevent double-booking for appointments requiring resources

• Development has strengthened PracticeQ's calendar logic by adding resource validation to the drag-and-drop calendar workflow.
• This improvement will protect your resources and block accidental double-bookings.

Resolved: Map patient paid amount in claims to the correct segment

• Development has corrected the mapping of patient-paid amounts to the proper EDI segment for clearinghouses like TriZetto.

Resolved: More reliable insurance payment posting

• Development has addressed an issue where certain insurance payments were not posting to PracticeQ due to duplicate check number misidentification.

ERA patient responsibility now present on multi-appointment invoices

• To ensure accurate patient billing, development has fixed a bug where patient responsibility amounts from ERAs were only being applied to the first appointment on a multi-session invoice.

Resolved: Improved consistency in auto-charge behavior

• Development has addressed underlying issues that were causing auto-charges to occasionally fail for completed appointments, ensuring more reliable revenue collection.

Enhancement: Improved Audit Trail behavior

• Development has improved the functionality of the Audit Trail to ensure that bulk invoice creations are recorded correctly.

Enhancement: Diagnosis removal and reordering

• Development has strengthened the stability of diagnosis management within client notes to ensure that removals and reordering work consistently every time.

Improved Integration: Engage/PracticeQ location syncs

• Development has updated our address-matching logic to ensure that PracticeQ clinic locations sync correctly to Engage for accurate appointment reminders.

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.