PracticeQ Release Notes

Trizetto Account Lock Settings

• Development reduced PracticeQ's account lock duration from 180 minutes to 60 minutes to match Trizetto's policy, allowing users to regain access without unnecessary delay.

Saving Questionnaires

• Development resolved an issue where questionnaires saved within a folder displayed outside of the folder on the My Forms page.

Rich Text Formatting in Notes

• Our team addressed an issue where a note containing Rich Text formatting changed when locked.

• Moving forward, Rich Text formatting will stay intact after the note is locked.

Client Profile Permissions Update

• Development has resolved an issue where users with the Can View Client Profiles permission were able to edit client profiles even when the Can edit client profiles permission was not selected.

• They also resolved an issue where users with the Can create diagnosis permission were able to set diagnosis end dates, even when the Can edit diagnosis on main list/on notes permissions were not selected.

Audit Trail Updates

• Creating a comment and deleting a comment will now generate entries in the Audit Trail.

• The system will now log an Invoice Created event in the Audit Trail when ANY invoice is created, regardless of where the action originates (in the client profile, appointment window, or elsewhere).

Pending Invitations for New Assistants

• Previously, if new assistants bypassed the initial invite to PracticeQ, their status would continue to display as Invitation Pending, even after they create their account and reset their password.

• Development has resolved the issue; moving forward, if the user goes through the reset password flow, their status will correctly update to Active.

Uninvoiced Sessions and Copay

• Development has addressed an issue where uninvoiced appointments added to statements were not taking insurance billing, such as copay, into account.

• Moving forward, statements will correctly display copay instead of full amount for uninvoiced appointments.

Original source Report a problem

Time/Timezone in Appointment Confirmation Emails

• Development has resolved an issue where confirmation emails were displaying the practitioner's timezone instead of the client's.
• Confirmation emails will now reflect the client's timezone, as intended.

Elation Integration

• We have resolved an issue where the Group ID and Member ID fields were not syncing with PracticeQ unless a Carrier Name was provided. These fields will not sync correctly even when the carrier's name is left blank.

Form Restoration

• When users deleted a Form and Form Folder and then later selected the Form to be restored, the form was not being restored correctly and placed back in the correct Active Questionnaire, Consent Form, or Note Template list.
• This has been addressed and forms should restore correctly moving forward.

Original source Report a problem

Locking notes issue resolved

Development has resolved an issue that was causing notes to lock before all signatures were completed. Moving forward, the following logic will apply for notes requiring signatures:

• If a note with a required and non-required signature field has a signature applied to the non-required signature field, the note will not lock.
• If a note with a required and non-required signature field has a signature applied to the required signature field, the note will lock.
• If a note with a single non-required signature field is signed, the note will lock.
• If a note with a single required signature field is signed, the note will lock.

Original source Report a problem

Appointment Package Intervals

• Users reported not being able to schedule a follow-up appointment immediately after the initial appointment in an appointment package. Our team has identified the issue and resolved it.
• Follow-up appointments should now be available for booking immediately after the initial appointment ends.

Practitioner Invite

• When practitioners are invited to PracticeQ, they receive an email that allows them to edit their name before joining. Previously, their edits were not reflecting in PracticeQ.
• Our team has identified the cause and corrected the issue.

Client Selection in Portal

• In the client portal, contacts with large numbers of clients were not previously able to scroll to select clients at the end of the list.
• Our team has enabled scrolling for such contacts.

Current Diagnosis Section of Client Notes

• Previously, when a user added a diagnosis to a client's note, it displayed in the Diagnosis Created on this Note section but not in the Current Diagnosis section.
• Our team has resolved the issue, and diagnoses added to notes will display in both sections moving forward.

Original source Report a problem

Fix for Expired Diagnostic Codes

• When a Diagnostic Code is marked Ended in a client's profile, it will now be excluded from the client's superbill if the appointment date is on or after the Diagnostic Code's end date.

e-Prescribe Error Message Addressed

• Our team has corrected an issue that was causing an error to display when clients sign up for ePrescribe.

Increased Pay Period Viewing Options

• We have added a Load More option to pay periods in Income Reports.
• Previously, you could only view up to the past 12 months of pay periods; you can now view a broader historical range!

Payment Tab View

• Our team has fixed an issue that was causing the Payments tab in Booking Settings to display incorrect information.

Original source Report a problem

Archive procedure codes

• Keep your procedure codes in line with your current services. Read more about archiving procedure codes here!

Updates through August 2025

Archive diagnostic codes

• Keep up-to-date with the ICD-10 as codes are removed. Read more about archiving codes here!

Add end dates for diagnostic codes

• PracticeQ will now prompt you to add end dates for diagnostic codes that you have archived but are still present in client chart notes.

Support for editing codes

• PracticeQ will now alert you when you are editing a code that is currently in use in a client's chart.

Payment Settings

• We have updated the default payment tab settings to prevent unauthorized charges to your clients!

Fullscript

• Fullscript has expanded its offerings! In addition to supplements, you can now order labs and view the reports using your Fullscript/PracticeQ integration!
• Fullscript offers over 600 blood tests via the Quest Lab network, as well as specialty labs like Precision Analytics and Genova Diagnostics.
• Read all about Fullscript here!

Secure Client Portal

• When a parent portal is linked to a child portal and the parent client profile is deleted, it was not previously possible to unlink the parent portal; this has been resolved.

Uninvoiced Sessions

• Our users reported that when they created an invoice for all uninvoiced sessions, only some session dates were reflecting the patient responsibility for the claim payment, while several sessions were reflecting the service rate instead of what is listed on the payment. This has been resolved.

Resources and Appointments

• We have resolved an issue where a resource error message was not displaying when booking an appointment that requires a resource and the resource is not available.

Submit Button in Appointment Scheduling

• Our users reported that after selecting an appointment time slot and entering client information, clicking Submit would merely change the button to a lighter color with no visible activity indicator. This has been addressed and they will now see a spinning wheel to indicate that the system is processing.

Email Issue Resolved

• Our team researched and resolved an issue that was causing PracticeQ emails to be marked as spam.

Original source Report a problem