Release Notes

Release Notes

July 2026

New Features :
  • AI Analytics Dashboard: 1. Added a new AI Based Feature To the Analytics Dashboard that automatically analyzes the practice's data and provide top 5 intelligent insights,business impact and recommendations for the clinic.
    2. Made changes to show the latest date upto which data is present for the Analytics Dashboard and updated the logic to make all Date Range Filter Options work according to Calendar weeks.
    3. Added an option to make Analytics Dashboard as the Default Home Page
    4. Added flags for enabling the AI Analytics and Making Dashboard as the home page at the provider level and also added the options to enable all flags related to Analytics Dashboard from the superuser screen at the provider level. By default these will be off
    5. Fixed an issue with the net collections card in the Dashboard displaying wrong inflated values.
Bug Fixes :
  • Patient Type Not visible in Billing center and patient billing: Patient type was not visible for note only encounters in the billing center and patient billing. This change fixes that. Also changed the startDateTime field of billing center to mm/dd/yyyy to match with patient billing.
  • Detailed Charges Report: In Detailed Charges Report: 1. Removed DOS column and renamed encounter date as DOS as they are same. 2. Fixed the issue with DOS and billing date not following facility timezone. 3. Added the non-claim CPTs of patients to the report along with claim generated CPTs. 4. Removed Total Paid Column.
  • Issue with patient creation from messages: Fixed the issue with Patient-initiated text messages are not creating patent records by adding validations and logic to handle preeciding +1 for facility numbers
  • Website URL fix for the appointment portal: Fixed the issue with leading http related issues with website forwarding link on the appointment portal and added conditions to handle it with or without http in the website URLs
  • Patient recall issues: 1. Fixed Issue with Patient Recall Texts where patients were receiving incorrect notifications stating they have not visited the clinic in a certain timeframe, despite having recent visits. 2. Resolved the issue with messages referencing front desk staff (non-practitioners) name in the text message that is sent by the system to the patient
  • Open Notes are not in chronological order: Earlier Open Notes (Past Notes-Basket) were sorted based on the basis of encounter "Creation Date" rather than "Encounter Date/DOS".This fix ensures they are now sorted acc to Encounter Date/DOS
  • Patient Demographic Report: 1. Fixed a Bug where Primary Insurance and Secondary Insurance were being wrongly populated in the Patient Demographic Report. 2. Added Separate columns for Home,Work and Office Numbers instead of the Primary Phone in the downloaded Patient Demographic Report
  • Past Notes: In the past notes tab, the "Signed By" provider should show the name of default provider if the provider who signed the note have default provider.
  • Pain Diagram: Updated the code to fix the issue that was coming in Pain Diagram in which if there is pain diagram in more than 10 SOAP notes, then pain points got missed for most of the pain diagrams.
  • Notifty clinic why a patient can't be checked in (no patient type): Displayed an error message when a provider attempted to manually check in a patient without a patient type, prompting them to add a patient type in the patient chart.
Enhancements :
  • AI Scribe Phase - 4: This phase 4 contains these three things:
    1. Updated model and architecture for note generation for faster and accurate notes.
    2. Now there will be a microphone test for providers for lifetime first, daily first and device changes situation. A decibel meter is also added so the provider can know the intensity of the sound. Live transcript will also be shown to the provider while he is recording the audio and final transcript when the note is generated.
    3. In case there is some error on sagemaker side like endpoint being down(very rare) the user will know beforehand that AI Scribe is unavailable.
  • Billing Center Report - Add fields: This enhancement adds 5 fields in billing center report: Appointment Type, Patient Type, Invoice Amount, Adjustment, Modifiers
  • Appointment Audit Enhancement: When using set Appointments for recurring and normal both workflows audits are now being added in appointment audits.
  • Appointment Audit Enhancement: 1. Added appointment type in the missed appointments section. 2. Added day of week in past and missed appointments sections. 3. Moved the note only appointments from missed to past appointment section with appointment type being Note Only.
  • Patient Credit Enhancements: Implemented the following enhancements for Patient Credit: 1. Display patient credit in the order of newest to oldest as per the date of credit 2. Developed a new "Show Inactive" workflow for used patient credits to be hidden by default and can be viewed by checking the box and added state management and its corresponding implementation in all patient credit related workflows to maintain the hide/unhide status of used credits through APIs. 3. Added the workflow and screen changes to display what is remaining from the added patient credits in a new column and adjusted the CSS accordingly 4. Added code changes to show patient credits on appointment modal UI with new icon and numeric grouping
  • Diagnosis Codes in Favourite List taking time to pull: Fixed the issue with diagnosis Codes in Favourite List taking more than 10 seconds to the list and display - found it was iterative and calling 36 APIs for total import and redesigned it to optimize it and handle everything in just one API reported by Dr. Vincent Adofoli and Dr. Meg Spicer
  • Improvements on PR/IR balances: 1) Added the code changes to show PR on patient chart by highlighting the remaining balances with red font 2) Updated the screens to show encounter based PR and IR on zHealth Pay $ from scheduler 3) Added the Patient balance and Insurance balance fields in 'billing summary' of the "Abbreviated Statement" and updated the email templates accordingly to display the patient and insurance balances
  • Validations and restrictions on download EDI: 1. Added validations on the start date and end date fields for the download EDI batch report for server and database resource optimizations 2. Added restrictions of one year on the batch report for downloadEDI API to the billing center (grouped) and patient billing (individual) screen workflow
  • Provider Detailed Charges Report: Made an Update to the Provider Detailed Charges Report where all FrontDesk users were listed in the Report and any charges added by them displayed under their name instead of the Provider with the actual Encounter. This is now fixed to ensure charges are correctly listed under the provider and not the frontdesk users and only those providers will be listed who actually have charges in that duration instead of all
  • Changes on Appointment Hover in Scheduler: 1. Added Patient Current Insurance on appointment hover in the scheduler. 2. Added Attorney Name on appointment hover in the scheduler. 3. Added Total Patient Responsibility on appointment hover in the scheduler. 4. Added Patient DOB on appointment hover in the scheduler. 5. Removed Appt Date and Time on appointment hover in the scheduler. 6. Made Age on the appointment hover in the scheduler more visible.
  • Added More Info at Top Of Scheduler: Added More Info at Top Of Scheduler along with Total Number Of Appointments like Total Visits,Total No Shows,Checked In,Checked Out Appts in all the different scheduler views
  • Grouping Online Appointment Portal Settings Together: Grouped Appointment Portal Settings Together in the Facility Settings Tab along with info icons under a new Section "Appointment Portal Settings" for the ease of users to find all settings at one place and it will be only visible if Advanced Package is Enabled
  • SALT CPT and ICD by provider: 1. Added condition so that the CPT and ICD codes should SALT through "Import Previous" on the basis of provider who clicked on import previous. 2. Added a flag to enable this functionality on organization level.
  • Allow to upload Consent Forms with NO patient Type: Allow Consent Form to be uploaded with NO patient type. This way, it is not sent by default but available to send manually if/when needed and not associated to a patient type
  • Fixed Type Filter: 1. Fixed Type Filter in Billing Center and Patient Billing to work on Appointment Type. 2. Added Sorting on Claim Date
  • Total for PR, IR, Balance on Patient Billing: In the Patient Billing Modal Added Total Patient Paid, Total Insurance Paid and Total Discount
  • Family Member Workflow for Appointment Portal: 1. Enabled family member appointment booking across the online appointment portal, with a configurable toggle under Contact Details > Family Members to enable or disable the workflow for individual patients. 2. Added a "Select Patient" screen after login (categorized into "For Self" and "For My Family") to book single or multiple appointments in one workflow. 3. Added a "Preview Appointment(s)" column displaying summary cards for selected appointments, with options to edit or delete before booking. 4. Added pre-confirmation slot capacity validation. Unavailable or full slots are highlighted in red with a modal prompt to reschedule. 5. Updated the confirmation screen to show patient-specific booking summaries and ensured standard confirmation notifications are sent. 6. Added the practice logo to the top of the Business Information column.

June 2026

Bug Fixes :
  • Encoding Issue: Fixed the character encoding issue with conversations messages and bulk messages
  • Issue in Emergency Contacts Screen in Checkin: The emergency contact screen was showing required field for both of the emergency contacts but it should only show required for the first emergency contact and only the first name, last name and phone number should be required.
Enhancements :
  • Day Sheet Report- sort by appt time: Now in the Day Sheet Report the list is sorted by appointment time(Ascending).
  • Monthly Statements - sort by last name: Now in the monthly statements the list is sorted by patient last name and also its now visible as {lastName}, {firstName}(Before it was {firstName} {lastName}).
  • Credit Report - sort by last name: Added sortable headers in the name and amount column with following sorting options: Last Name(ascending or descending), First Name(ascending or descending) and Amount(ascending or descending). Also now by default the sorting is by ascending Last Name.
  • AR Report - sort by last name: Now the patient name is visible like {lastname}, {firstname} and also sorted by last name(ascending) in the AR as well as detailed AR report.
  • zHealth Pay Void Transactions reiteration: Fixed the issue with transactions that are initially successful but later changed to void remain and mapped to the invoice by adding a new cron job workflow to reiterate zHealth pay transactions at the end of each day and remap all the void transaction cases
  • EFT payment in end of day summary report: 1. Added EFT payment in end of day summary report and updated the APIs for totalling the amounts 2. Updated the code to remove the EFT payments from the cash payment type transactions
  • NPI and Taxonomy - Changes in Field Names: 1. Facility Details - Replace the verbiage in both field name and field overlay from Provider Taxonomy to Group Taxonomy. Also Add Box 33(b) after field name like Group Taxonomy (Box 33b) under facility details tab. 2. Replace "NPI Number (Box 32)" with Group NPI Box 32(a) under facility details tab. 3. Add Box 33 at the end of field name "Billing Provider Entity Type" under provider details tab.
  • Issue with billing center batch report: 1. Added validations on the start date and end date fields for the billing center batch report. 2. Added restrictions of one year on the batch report for downloadAllCSVEncounters API
  • Move Website field from Super User to facility tab: Added website field to the facility tab along with super user so the clinic and add and change it as it is displayed on the online appt portal
  • Address in SOAP Note: The facility address that is shown in SOAP notes in past notes section was showing as billing address instead of facility address. Now, the user can choose whether they wanted to show billing address or facility address from the facility settings. Billing address will be shown as default.
  • Visit Date Audit in Invoice: Added audits for visit date that comes in Invoice as well as SOAP. So, when a user updates the visit date either from SOAP or Invoice, the audit will be created that Visit date is updated from this date to this date by this person.
  • Batch Claim: Create new workflow for batch claim generation and submission, made process async and only 1 batch can be run by an Organization at a time
  • Provider Facility TaxId: Enforce Provider and Facility Tax ID to be 9 digits

May 2026

New Features :

  • eFax: 1. After enabling the eFax from superuser and, configuring a documo fax number to the facility, user will be able to access the eFax Dashboard. 2. User can add multiple fax numbers by either typing it or, by using the contacts directory. 3. User can drag and drop multiple file attachments which will also be shown in the User Interface and, user can also delete any attachments not needed. 4. User can send multiple attachments to multiple fax numbers at once. 5. After sending the fax, an alert will recieved to both sender and receiver of the fax. Receiver of the fax will also get a notification in the notification tab. 6. User can view the sent and received fax history. Also, can view the fax. 7. User can map the received fax to any patient as an uploaded document.
  • Organization Contacts: 1. In this, the user will be able to add contacts for referring provider, attorneys or, simply a contact. 2. User can import contacts from a csv file directly with filters to provide error details (if any). Also, if the phone number or fax number is in US format or with a +1 or simply 1. It'll still work in all cases. 3. These contacts can be used at 3 different places: eFax, referring and attorney details in Primary, Secondary and Tertiary insurance tabs.
Bug Fixes :
  • Show Error Button: Show Error Button was not showing up in Billing Center even though Invoice status was 2E. This has been fixed
  • Some type of emails going to spam: Emails that go from mail.from environment variable( NoReply.zHealth@gmail.com) are going to the spam sometimes, this includes patient mobile app signup email, forget password email, bulk sms, lead generation, etc. This fix changes that env variable to NoReply@zHealthEHR.com which fixes this.
  • $0 ERA's status related bug fixes and ERA Status Enhancement: 1. $0 ERA's status does not change to COMPLETED and stays as NEW even after they are applied and still show up in the green bubble screen. Now it will correctly move to the COMPLETED Status 2. Added a new ERA status ON HOLD (x) where x are the number of claim(s) that are on Hold in the ERA and now instead of showing IN PROGRESS if any claim(s) are on Hold in an ERA,status will be displayed as ON HOLD
Enhancements :
  • Responsive changes for smaller devices: 1. Made some responsive changes in hamburger menu. 2. Renewed UI of login webpage. 3. Fixed some small UI issues.

April 2026

Enhancements :
  • Updated Appointment Portal design and workflow: 1. Enhanced Overall UI of appointment portal 2. Added slot selection by earliest available slots and slots for specific day

February 2026

New Features :
  • MFA for SuperUsers Login: 1. Added the updated multi factor authentication screens and workflow to superuser login with validations and features like auto submit, timer resets, same link redirection transfers etc. 2. We can Enable/Disable it on the provider login level with options to enable and disable it with email, text or both. 3. New redirections for help center page and contact us page 4. MFA once authenticated will last for a day after the day of authentication.
Bug Fixes :
  • Specify Insurance for New and Existing patient: For existing patients and new patients when we add/specify insurance while booking an appointment there were some validations missing which were causing unexpected errors in the system. This fix resolves that.
  • Intake Notification Email: When support/admin users send intake emails, the email is showing the staff user's name who sent the email (e.g., “Front Desk Trish Taylor” or “Julie Newman”) instead of the actual appointment/provider the patient will see. This confuses patients and breaks the intended communications.
  • Payment Plan Should ends after ith Invoices: In Payment Plan, Customers are using Ends after certain numbers of Invoices, in such case, plan was not getting deactivated correctly and charging payments more then intended. Now this issue is fixed
  • Multiple No show message issue: Resolved the issue with multiple No Show messages going for missed appointments by adding new validations for appointment id and updated repository queries for the cron job API
  • zHealth pay balance distribution: Resolved the issue with auto distribution of payments paid through email and sms urls to all the invoices if the balances are matching with total invoice balances.
  • Printing alignment Issue for Dr. Robert Golden: Fixed the issue with sex field on the HCFA form prints by alignig the spaces and margins for its associated line fields.
Enhancements :
  • AI Scribe New Enhancements(Phase 2): Added new features inside AI Scribe: 1. Full editor for AI Note where provider can edit AI note, add new section, restore AI findings, use soap findings, reorder notes, hide, unhide and copy. 2. Review and sign now also shows AI note for the facilities using AI Note. 3. Cases for note deletion and intake/OA inclusion are also handled.
  • AI Scribe New Enhancements(Phase 3 - I): This enhancement adds functionality of global pause in AI Scribe. Providers can pause or resume recording per their convenience, the state of the recording is global and can persist even though if provider moves to another screen and logs in there.
  • Allow walk in customer to register as patient with duplicate phone number: For walk in clinics new patient can register at the frontdesk itslef even if they have a phone number that is already registered with the clinic.
  • SSSNB Pre-Built Template: In the pre-built templates in SSSNB, there was a requirement to add 3 more sections: Massage, Acupuncture and X-Rays.
  • Eligibility Verification notes: Added a note in Check EV form next to CPT Code field telling Providers it is not supported by all providers and how to use it
  • Enhancement for Providers & Patients MFA: 1. Updated toasts for displaying emails and phone on which OTPs are sent out as per the three different workflows. 2. Auto activate the patient accounts once successful login is done through multi factor authentication process.
  • UCS character encoding & fixes for Bulk SMS feature: 1. Resolved the issue with GSM-7 encoded characters being sent as UCS-2 characters due to which segmentation was happening at 70 characters instead of 160 and added auto segmentation at 153 for GSM encoded messages and 67 for UCS encoded messages containing more than one segment. 2. Added UI alerts and updated APIs and js functions to auto detect character level encoding and adjust pricing for bulk messages. 3. Fixed the newline escapes related issues in the messages.
  • Marketing Changes: 1. Updated new zHealth AI logo on all of the external webpages and internal webpages including frontdesk, patient portal, provider pages, etc. 2. Updated the styles for div and sections to adjust the new logo dimensions & color.


January 2026

New Features :

  • Membership Phase 2: Providers can now add CPT codes with specific units to memberships and apply them directly to invoices via an "Apply Covered CPT Code(s)" button. Includes a Summary tab to track active memberships and linked appointments.
  • AI Scribe: New option to generate AI SOAP notes by recording sessions. Providers can view and copy AI-generated content directly into the patient chart once the recording stops.
  • Eligibility Verification: Check and view patient insurance eligibility through ClaimMD directly within appointment modals and billing centers. Also allows provider enrollment to payers via the Insurance tab.
  • MFA for Patient Login: Secure multi-factor authentication for patients with a new UI, auto-submit features, and verification codes sent via SMS or email.
  • Support Verification: Support team can now verify calling customers by sending an OTP to their registered email or phone. A verification banner is shown to customers upon login.
  • Routing Slip Report: New report for the patient chart including personal info, balances, insurance data, and diagnosis codes with printing capabilities.

Bug Fixes :

  • AI Scribe Formatting: Resolved an issue where double backslashes appeared in notes instead of proper newlines.
  • Diagnosis Code Limits: Fixed an invoice issue that allowed more than 12 diagnosis codes to be imported, which previously caused sorting exceptions.
  • Patient Recall Logic: Fixed an edge case where automated recall SMS messages were sent to patients who already had a future appointment scheduled for the same day.
  • Check-in Workflow: Adjusted the manual check-in home button trigger to wait for API completion, preventing premature navigation.
  • TeleHealth Stability: Corrected inconsistent loading behaviors and persistent loader icons on video screens for both providers and patients.
  • Data Handling: Implemented null value handling for "Plan Ends" data in the production database and for miscellaneous invoice items.
  • Verbiage & UI Fixes: Updated invoice printing text from "Cheque" to "Check" and resolved display issues on the 409 conflicts page.

Enhancements :

  • Security & Access Control: Completely blocked logins for users associated with deactivated organizations. Added checks to ensure inactive or deleted patient credentials cannot be authorized and restricted cross-organization data access in the patient portal.
  • MFA for Providers: Upgraded provider multi-factor authentication with a more intuitive screen, better validations, and a "remember device" feature that lasts for 30 days.
  • UI Updates: Modernized the Appointment Scheduler Modal and updated the View Eligibility UI to be more intuitive.
  • Automated Notifications: The drag-and-drop scheduler now automatically sends appointment confirmation emails when a visit is rescheduled to a different day.
  • Reporting & Integrations: Added salesforce@zhealthehr.com to the weekly signup leads report and updated Mailchimp integration to reflect their new free plan limit of 250 contacts.

December 2025

New Features :

  • Gift Card Feature: Full gift card management including UI screens, payment workflows, redemption options, statements integration, and automated email/SMS notifications.
  • Updated Frontdesk Check-in: Enhanced UI, validation for number input, updated switch logic, and QR-based redirection options.
  • zHealth Pay Notification: Event-based subscriber workflow so flagged notifications can be captured in the message center; updated online payment flow to show balances with improved provider/patient notifications.

Enhancements :

  • Narrative Report: Added Date of Service to the Narrative Report for improved clarity.
  • Appointment Booking Range: Added restrictions preventing same-day first bookings based on Maximum Online Appointment Booking Range settings.
  • Insurance Type Field: Added new Insurance Type field in Insurance Master List to classify insurance as PIWC/Medicare/Medicaid, etc.
  • Modals Update: Implemented new modal UI styles across the patient portal, appointment portal, payment portal, and redesigned navigation.
  • Header Update: Updated zHealth website header with revised UI designs and restructured redirection controls.
  • Signup Leads Cron Job: Added marketing@zhealthehr.com to weekly signup lead report email and created weekly job to generate CSV files for the sales team.

Bug Fixes :

  • Check-in with New Patient Forms: Fixed issue where signatures were not displaying or front desk check-in was not working for new patient forms.
  • Spanish Intake Bug: Corrected Spanish-translated pages and added validation for length of content sent in text messages.
  • CPT Code Issue: Fixed issue with insurance sending CPT codes of length less than 5 causing ERA failures.
  • Box 24j CPT Line Items: Fixed taxonomy metadata not populating beyond the first four CPT lines.
  • Conversations Tab Bug: Resolved UI breaking due to apostrophe characters in automated messages.
  • Backslash in Text Messages: Fixed encoding issue converting backslashes into double slashes.
  • Paid-by Details in Reports: Corrected Payment Report showing incorrect description in Paid By column for credit payments.
  • Appointment Patient Name in Audit: Ensured patient name displays correctly in appointment audit for new and existing records.
  • BP Invoice Status: Reverted the BP status workflow to prevent batch-submission claim issues.
  • Multiple Appointment Manual Check-in: Adjusted the home-button trigger to execute only after API completion to prevent premature actioning.

November 2025

New Features :

  • Affiliate Appointment Links: Clinics can now generate multiple affiliate links and track affiliate-sourced bookings directly on the scheduler.
  • Homepage Update: Updated homepage verbiage and added a new auto/custom scroll carousel on zhealthehr.com showcasing core features.

Enhancements :

  • Narrative Report: Added enable/disable flag, replaced SOAP Note tab when active, and improved the Narrative Report UI.

Bug Fixes :

  • Conversations Tab: Fixed an issue where the Conversations tab was not showing due to special characters in automated chat reaction messages.
  • Notification Failures: Resolved email/text notifications not sending for some clinics/patients by handling a NullPointer exception tied to a NULL No Cancellation Link Flag.

October 2025

New Features :

  • Tipping Feature: Clinics can now collect tips from practitioners. Includes facility-level configuration, zHealth Pay integration for mobile tip collection, tip summary reports, and tip info visible on the invoice modal.
  • Editable HCFA Box 29: Box 29 in the HCFA form is now editable, with changes reflected in both "print HCFA" and "normal print".
  • Patient Plus & Review Plus Updates: An Info icon has been added and the verbiage for Patient Plus and Review Plus numbers on the UI has been updated.
  • Patient Portal Redesign: Updated the Patient Portal Login Screen (forgot username/password, reset password, change password) and the home screen after login.

Bug Fixes :

  • InApp Notification Appointment Reminder: Resolved an issue where the reminder was not being sent due to an error when refreshing the token.
  • Bulk Communication History Tab: Fixed a loading issue caused by a new line character. Changed fetching to properly encode and decode messages.
  • Bulk SMS Unescaping: Fixed issues with new lines and updated the column in the bulk communication report and email.
  • Invoice Payment Email: Resolved invoice email issue for patients with address in address line 2, and fixed checknumber appearing as a variable in the payment detail section.
  • Duplicate Claim via Batch Claim: Fixed duplicate claim generation by adding an intermediate "BP" (Being Prepared for Submission) status to prevent selecting the same claim in two batches.
  • Claim Status Ordering: Fixed an issue where multiple claim acknowledgements arriving on the same day were not applied in the correct order. Now processed in order of creation date/time.
  • Intake Forms in SSSNB: Fixed issue where Intake Forms created in SSSNB and manually mapped were not appearing on the Patient Portal for new patients.

September 2025

New Features :

  • "Delete All" for ICD-10/DX Codes: New button to quickly clear all codes from an invoice in one click, as long as no CPT codes are linked as pointers.
  • In-App Push Notifications (Mobile): Clinics can now send bulk messages as push notifications to patients who have the zHealth Provider App installed.
  • Bulk Text Message (Mobile): Send bulk text messages directly from the zHealth Provider app.
  • Payment Plan for zHealth Pay: Set up customized, secure recurring payments on a patient's credit card — weekly, monthly, or on any custom schedule. Payments can be applied to individual or family invoices and transferred between patients.

Bug Fixes :

  • CMS-1500 Form Misalignment: Resolved misalignment issues on the red CMS-1500 form. Margins and scaling adjusted to ensure claims print correctly within designated boxes.
  • Box #26 Not Printing: Resolved an issue where Box #26 (Patient Account Number) was not printing on CMS-1500 forms.
  • Wrong Invoice Date on Print: Resolved an issue where printed invoices occasionally showed the wrong invoice date instead of the encounter date/DOS.
  • "null null" Error on Claim Submission: Fixed an issue where claims with taxonomy details occasionally triggered a "null null" error message when submitted electronically.

July 2025

New Features :

  • Offline & Multi-Tab Alerts: If zHealth is open in multiple tabs and the user logs out from one, all other tabs show a pop-up to log in again. When the internet goes down, a persistent pop-up notifies the user until connectivity is restored.
  • Next Appointment Details: Scheduler Tooltip now displays the next and last appointment date/time on hover. Daily Schedule Report and Patient List CSV export now include a Next Appointment Date column.

Bug Fixes :

  • Patient Name with Apostrophe: Resolved an issue where searching for patients with an apostrophe in their name returned no results.
  • Consent Form Special Characters: Resolved an issue where special characters in the Consent Form name or file URL caused the section to break.
  • Appointment Reason Special Characters: Fixed an issue where special characters in the Appointment Reason caused the patient chart modal to bypass appointment options.
  • My Favs Special Characters: Resolved an issue where special characters were breaking the "My Favs" section for CPT and ICD-10/DX favorites.
  • Online Appointment Booking: Fixed an issue where special characters in appointment name or provider's name prevented patients from booking online.
  • Review Plus Tab Loading: Fixed an issue where reviews containing line breaks prevented the "All Reviews" tab from loading.

June 2025

New Features :

  • Bulk Messages — Revamped: New patient filtering options (active status, gender, age, patient type, appointments, visit history), improved SMS delivery, scheduled messaging at preferred times, and a History tab with CSV export.
  • Advance Booking Day Limit: Clinics can now set the number of days in advance patients can book an appointment online.
  • Monthly Statement — Last Bill Sent Date: The Last Bill Sent Date now displays correctly for Text-to-Pay, Email-to-Pay, and Print PDF workflows.
  • Switch Facility Improvements: Facility Switch dropdown moved to the top header. Added default facility color selection and provider-level default facility setting.
  • Minimum Appointment Window — Provider Level: Now configurable at the Provider level in addition to Facility level; provider-level overrides facility-level when set.
  • Home Exercise Program (HEP) — Mobile: Providers can create and manage an exercise library. Exercises can be assigned to patients who view them through the Patient Mobile App.

Bug Fixes :

  • M4 Modifier Not Carried Over: Resolved an issue where importing previous CPT codes did not carry over the M4 modifier from the prior visit.
  • Balance Payment Amount Mismatch: Resolved an issue where the balance on the online payment link differed from the original request if the invoice was updated after the request was sent.
  • Insurance Data Reset on Booking: Fixed an issue where specifying insurance for an existing patient during appointment booking would reset the Add Insurance data to null.

May 2025

Bug Fixes :

  • Membership Recurring Payment Error: Resolved an exception error when charging credit cards for scheduled membership recurring payments for patients with multiple cards on file.
  • Blank SOAP Note: Resolved an issue where the SOAP Note appeared blank even though findings were present for some clinics in certain conditions.
  • Multiple Recall Text Messages: Resolved an issue where multiple recall text messages were being sent to patients with customized recall text verbiage.
  • Money Collected Report — Special Characters: Resolved an issue where special characters in the Money Collected Report were causing the report to break.
  • Phone Number Disappearing: Resolved an issue where phone numbers were disappearing or their type randomly changing from Mobile to Home on the Submit Claim screen.
  • Outcome Assessment Date Issue: Resolved an issue where manually created Outcome Assessment entries were incorrectly updating to the next appointment date.

April 2025

Enhancements :

  • Cash Discount Improvements: Updated to include the Cheque payment mode. Cash discounts now apply to co-pay payments, and insurance balance inconsistencies have been fixed.
  • Credit Card Workflow Overhaul: Saved card payment modal defaults to pre-saved card type. Card type saved during payments and set as default for future transactions. Dropdown displays card type, nickname, and category. Expiry date auto-populates with a slash. Redesigned Add Credit Card screen with network logos and improved delete workflow.

Bug Fixes :

  • zH-Pay Refunds: Fixed inconsistency where fully refunded zH-Pay transactions were disappearing from invoices.
  • Card Details Modal Slow Load: The card details modal was slow to load. Optimized and resolved.
  • Long Front Desk Usernames: Fixed an issue where the system was creating excessively long front desk usernames by appending large numbers.
  • EDI File for Paper Claims: Payers with insurance type set to PAPER no longer generate EDI 837P files.
  • Box #28 with 6+ CPT Line Items: Fixed Box #28 showing incorrect amounts when an invoice had more than 6 CPT codes generating multiple paper claims.
  • Blank EDI 837P Files: Fixed rare cases where EDI 837P files were generated blank due to a deleted claim causing null data for subsequent claims in the queue.

March 2025

New Features :

  • SOAP Builder (SSSNB) Updates: Auto-save template every 20 seconds, restricted access during internet disconnection, and auto-logout from the SSSNB tab when the main zHealth tab is logged out.
  • Patient Plus Customization: Clinics can now customize recall durations (90, 180, 365 days) with an optional 4th duration available upon request.
  • Cash Discount: New feature allowing clinics to offer up to a 3% discount for cash or check payments at the time of service.
  • zHealth Pay Enhancements: Surcharge workflow updated for credit cards only; "Add Credit Card" UI/UX improved with card nicknames and types.

Bug Fixes :

  • Resolved "Mass Sign Notes" verbiage display and automated the mapping popup after mass signing.
  • Fixed terminology in modals and resolved draggable element loading issues in the SSSNB builder.
  • Fixed mobile app login error and optimized SOAP workflows to resolve slowness.

February 2025

New Features :

  • zH-Pay Surcharge: Introduced a surcharge feature for credit card payments to cover processing costs (subject to state regulations).
  • Email Marketing: Integration with MailChimp for personalized mass campaigns and metric tracking.
  • Mobile App Portal: Patients can create accounts via mobile app with OTP/Email verification and "Remember Me" MFA support.
  • Appointment Scheduling: System now supports scheduling based on appointment date rather than starting with provider selection.

Bug Fixes :

  • Resolved payment mapping issues with Email-to-Pay, Text-to-Pay, patient balance emails/texts, and the appointment portal.
  • Fixed an error in the "Detailed Money Collected" report column.
  • Fixed duplicate claim IDs created by rapid multiple clicks — a loader has been added to prevent repeated clicks.

December 2024

Updates :

  • Clinics can now control provider column visibility at the provider level for more personalized calendar views.
  • Clinics can now disable missed appointment reminders. Contact support@zhealthehr.com for assistance.
  • The "Marketing Campaigns" dropdown has been renamed to "Email Marketing" for clarity.
  • The patient visit filter now includes a "Missed Appointment" condition.
  • Fixed issues with the HCFA form: zip code placement, gender checkbox misalignment, insurance address overlap, and faint fonts.
  • The Earliest Available Appointment feature now correctly displays the earliest available time slot for booking.

April 2024

New Features :

  • Multi-Factor Authentication (MFA): Receive verification codes via SMS and/or Email. "Remember Device" feature skips MFA on subsequent logins from the same device for 15 days.
  • Scheduler Enhancements: Compacted slots view, reduced font size in appointment cards, better spacing, white text for bold-background appointments, and fixed today's date highlight in weekly view.
  • Super Billing & Abbreviated Statements: Updated design with customizable include/exclude options for Statement Dates, Claim ID, ICD-10 Codes, Billing Summary, Patient Credit, NPI numbers, and more.
  • Failed Membership Payment Report: Providers now receive a daily report of failed transactions for membership payments.
  • zHealth Pay Improvements: Identify and fix incorrectly mapped transactions. Failed transactions remapped automatically. Automatic status change notifications. New status screen for 404 errors.

Bug Fixes :

  • Adjusted button and toggle element display for accurate printing in Intake and SOAP.
  • Updated the viewing method for consent forms on tablets by embedding them with Google Docs Viewer.
  • Fixed: if a patient fails to click the confirmation button after payment, the appointment will not be booked.
  • The diagnosis code list no longer displays duplicate entries when multiple entries exist in the database.
  • Resolved an infinite loader appearing when the message field was blank and the user clicked send in the Conversations tab.
  • Fixed: only providers with full billing access can now download billing reports.
  • Fixed an error where the email invoice functionality failed for specific encounters during appointments.

March 2024

Updates & Bug Fixes :

  • Patient Lookup functionality added to the Memberships section — search by patient name.
  • Communication Audit tab now shows only successfully sent messages, emails, and reminders.
  • Invoice PDF sent via email now matches the print invoice screen design.
  • Fixed: EDI file no longer generated for paper insurance when claims are manually submitted.
  • Fixed multiple Outcome Assessment entries for the same check-in; added Appointment ID linkup to ensure one set of OAs per appointment.
  • Payment frequency is now null for one-time memberships (previously defaulted to every day).
  • Fixed copays not functioning correctly for CPT codes with fixed rates for specific insurances.
  • Fixed data loss when pasting through the mouse in the SSSNB element.
  • Fixed missing "Add Row" button in SSSNB when user set only one row and one column.
  • Fixed appointments booked through the online portal not displaying date and time in the Appointments Audit Trail.

January 2024

Updates :

  • Billing Center "Membership" column now shows the plan name if associated with a membership, or remains blank if not.
  • Membership Details Page: edit the amount of an existing plan; updated amount applies to the next recurring payment cycle.
  • New field in Facility Details to add your facility logo — shown on the Invoice print screen.
  • Revamped user interface for the Self-Service SOAP Notes Builder (SSSNB).
  • Fixed: new invoices now accurately display the Date of Service instead of the Miscellaneous/Supplement added date.
  • Fixed: Patient Check-in Portal on tablets now shows a numeric keyboard when entering a phone number.
  • Fixed: Edit Membership Screen no longer shows a 13th month when start date is in December.
  • Fixed: Patient Billing and Billing Centre loading issue when membership name contained double quotes.

December 2023

Updates :

  • Billing Center column renamed from "Part of Membership" to "Membership".
  • Membership audit trail: two appointments on the same invoice now display in the same row.
  • All reports are now accessible at any time without restrictions.
  • Fixed Detailed Charges Report column misalignment caused by commas in provider names.
  • File type validation added for consent forms — only PDF files can be uploaded.
  • Invoice Print Screen: option to hide EIN, NPI, and provider NPI (contact support). Shows "no upcoming appointments" if none exist.
  • New Membership column in Patient Billing and Billing Center.
  • Fixed Print HCFA not displaying the selected gender (male).
  • Google Calendar issues resolved: errors on patient type change and appointment duration adjustment during rescheduling are fixed.
  • SSSNB fixes: character limits for buttons, placeholder for nested elements, unlimited rows for buttons, record box label populates correctly in narrative, customized narrative no longer auto-copied to next element.
  • Invoice Print Screen: new ICD-10 code description row, upcoming appointment details, and color print format.

November 2023

Updates :

  • Memberships page: renamed start dates to Plan Start Date and Payment Start Date. Audit Trail now shows Appointment Date, Time, Type, Provider Name, and Facility Name — printable.
  • SSSNB: Sample Templates categorized into SOAPE. New Double-Sided Checkbox element. Placeholders for text/textarea. New Nested Element and Button Element. Narrative customization option.
  • Redesigned Invoice Print Screen with facility logo, billing contact info, patient/provider details, insurance, CPT codes, and payment records.
  • Report restriction window shortened to 1 hour (before 10:00 am PT or after 11:00 am PT).
  • Various bug fixes for Patient Portal, Past Notes, Memberships, and SSSNB.

September 2023

Updates :

  • Upcoming appointments in Patient Chart now display the day of the week (first 3 letters).
  • Billing Center Report: "Invoice Status" now shows OPEN/CLOSED. Primary and Secondary Insurance Names included. New "Claim Error (if any)" column.
  • Patient Recall Report: "A" column renamed from "Patient Show Up" to "Time since last visit."
  • Membership Plan Type now spelled out instead of O, M, W, C abbreviations.
  • Visits remaining and balance now included on the main membership page in the Patient Chart.
  • Payment Frequency added to the patient membership edit screen.
  • Google Calendar integration: all upcoming appointments sync seamlessly; duplicate email detection added.
  • Membership Balance visible on the Patient Chart top-left next to Credit information.
  • New patient chart auto-created when a patient texts from an unknown number (if custom number is configured).
  • Bug fixes for AR Report, Pain Diagram, Billing Statement, and Past Notes.

August 2023

Updates :

  • Email Monthly Statements: new "Email to Pay PR Online" and "Text to Pay PR Online" buttons. Loader prevents duplicate sends.
  • Google Calendar connect/disconnect option added under Update Info → Provider Details.
  • Updated Pain Diagram Crayon Images with enlarged text for better clarity.
  • Patients can now initiate a text first (requires custom number). New patient charts auto-created for unknown numbers.
  • SSSNB: Fixed duplicate 'Select' option in dropdown, blank screen issue, and modal changes lost after preview/save.
  • Batch Print Claims now sorted by Patient Last Name alphabetically, then Date of Service and Insurance Name.
  • Fixed weekly view appointment type not retaining the originally booked type.
  • Supplement and Supplies Report CSV date format updated from dd/mm/yyyy to mm/dd/yyyy.
  • Fixed duplicate appointments due to double-clicking.
  • Updated zHealth Pay API to pull real-time, more accurate transaction status for terminal devices.

July 2023

Updates :

  • New Text Patient Balance feature — collect the full patient responsibility balance via text message.
  • New Orders/Referrals option added to Past Notes for easy upload in Patient Chart.
  • Google Calendar sync for zHealth appointments. Contact support to enable.
  • Fixed appointment drag-and-drop — details appear on hover and no restriction on dragging to time slots above.
  • Report restriction window updated: 9 am PT to 1 pm PT.
  • Fixed missing star labels on pain diagrams in SOAP notes and invoice print.
  • Review Plus Dashboard: "Date Submitted" renamed to "Date Received." "See Feedback" tab now shows all patient feedback.
  • Fixed EOB POST DATE and DEPOSIT DATE reverting to current date when revisited after saving.

June 2023

Updates :

  • New Text-to-Pay feature — send invoices directly to patients via text messages with a secure payment link.
  • Fixed Patient Plus clinics with custom phone numbers not receiving patient responses in the Conversations tab.
  • Date and surgery fields in Surgical History are now simple text fields — no auto-population.
  • Fixed Generic Schedule Report issue and Account Receivable Report CSV output accuracy.

May 2023

Updates :

  • SOAP Note section enhanced with a loader — prevents interaction with other components while a section loads.
  • Patients can now upload lab work, eligibility info, and diagnostic imaging in the Past Notes section.
  • zHealth Pay users can now clear 409 conflicts directly from the system.
  • New Membership Report type for in-depth membership payment analysis.
  • Recurring membership payments on leap years or months with 31 days now auto-select the last valid day of the next month.
  • Invoice sent via email now shows the facility's phone number.
  • New EFT payment type added when adding patient credits.
  • New "Patient Type" column added to the Detailed Money Collected Report.
  • Patient Visit Report now shows the Primary Insurance name.

August 2022

Updates :

  • Insurance credits can now be applied to the insurance balance.
  • Patient Portal link added to all new emails for patients who haven't created their portal account.
  • zHealth Pay users can now email patient balance and request online payment.
  • New "Last Message Sent Date and Time" column in Review Plus → Conversations. Conversations sorted newest to oldest by default.
  • Patient credit can now be applied to multiple invoices at once.
  • Transaction Summary Report now has two options: Date of Service and Payment Date.
  • New "Sold By" column in Supplement Report and Supplies Report.
  • Conversations tab now shows all text messages including appointment reminders, Review Plus, Patient Plus, and direct conversations.
  • Bulk Texting now sends to active patients only.

July 2022

Updates :

  • New "Remaining Balance" column added to EOB payment posting screen — auto-calculated when Insurance Adjustment is entered.
  • Date and Comments boxes added to all SOAP components (Subjective, Objective, Treatment, Plan, Exam, Daily Notes, Additional, Invoice, Review & Sign).
  • New patient contact number column added to the Accounts Receivable Report.
  • zHealth Pay now supports multiple Activation Codes and Merchant Keys for facilities using multiple card readers.
  • New "Added By" column in the Supplement Report.
  • Active claims (except status 8S) can now be deleted — Primary, Secondary, or Tertiary.
  • Facilities can now view all "Completed" Follow-up Notes and download all Follow-ups.

June 2022

Updates :

  • Memberships interface updated — easier to add new memberships. Option to change payment method or use Gift Cards.
  • Gift Cards now available as a payment method for Invoice Payments, Membership Payments, and Patient Credits.
  • New "Notes Only" filter option under Patient Chart → Past Notes tab.
  • New CPT codes and diagnosis pointer columns added to the Outstanding Claims Report.
  • New "Date of Last Appointment" column in the Daily Schedule Report.
  • New "Service Codes (CPT Codes)" column added to Invoice Payment and Day Sheet Reports.
  • New columns for patient DOB, primary/secondary insurance IDs, co-pay amount, and diagnosis pointers added to the Billing Center Report.
  • New "Send email to patients on appointment booking" option under Facility Details.
  • Color coding support added for Provider Business Hours.
  • Existing patients (matched by phone number) will no longer receive intake forms — only new patients will.

May 2022

Updates :

  • New Signature Screen in Patient Intake and Self Check-in — patients can type their name to generate a signature.
  • New Transaction Lookup tool in zHealthPay — find details about a specific transaction.
  • Telehealth identification icon added to Telehealth Appointment Types.
  • New "Payment Method" column added to the End of Day Summary Report.
  • "Diagnosis Pointers" added to the Day Sheet Report.
  • Warning message added for missing Address, Gender, and DOB for insured patients when creating an invoice.
  • New "Lookup Patients" feature in Patient Chart — copy address and insurance details from a family member.
  • Warning added when adding a payment to an invoice with no CPT code.
  • Patient name, insurance details, and date of service added to Claim Audits.
  • Fixed date picker issue in the new Appointment Portal.
  • Fixed EOB insurance drop-down going blank when clicking back from the apply payment screen.

April 2022

Updates :

  • Memberships now support recurring memberships with custom options and multiple active memberships per patient.
  • New Patient Recall Report — generates a report for patients who haven't visited in 3, 6, and 12+ months.
  • New "Patient Type" column added to the New Patient Report.
  • New "Placeholder Column" (Ghost Column) — appointments can be added but no notes or check-ins created.
  • New "Checking Account" page under Update Info → zHealthPay Edit Profile.
  • ICD-10 Favorite Categories now appear in dark red bold underlined font. Inactive ICD-10 codes appear in red with "| inactive" label.
  • New "Age" field in Patient Charts → Contact Details (view-only, auto-populated from Date of Birth).

March 2022

Updates :

  • CPT code auto-population when adding CPT to an insurance fee schedule.
  • Prior Authorization Numbers can now be deactivated under Primary, Secondary, and Tertiary Insurances.
  • New "Deposit Date" field for ERA or EOB — separate from check date and posting date.
  • Line Note support for CPT codes — all invoices automatically inherit the Line Note for a CPT Code.
  • "No Billing Access" users can no longer view the Billing Centre, Invoices, and Billing Statements.
  • Bulk Text now visible to all active admin users.
  • Multiple Prior Authorization codes now supported per insurance.
  • SOAP note templates now available across all facilities in a practice.
  • Monthly Statements now include "Last Bill Sent Date" and an audit trail.
  • Backslash characters are now blocked in all fields.

February 2022

Updates :

  • ERA and EOB buttons now shown in "Invoice Payments" section for faster insurance payment posting.
  • New "Display Name" field under Provider Details — shown as the column name on the home/appointment page.
  • Bulk Text Message now available for all customers with Conversations enabled, with fee details shown before sending.
  • Three Patient Alert modes: No Alerts, Auto-Close, and Pop-up Stays Until Closed.
  • New slot duration option for online appointments when creating or setting an appointment type.
  • Visit counts can now be reset based on automatic visit reset date or day of the month.
  • "Add Card" and "Pay for Appointment" via zHealthPay added to the New Appointment Portal.
  • Review Plus: new dashboard with total reviews and ratings month by month. Provider review counts for Google, Facebook, and Yelp.

January 2022

Updates :

  • Money Collected Report now shows Membership Payments when "All" Provider is selected.
  • New "Enabled for Facility" checkbox in User Management — show/hide a provider in the schedule for a given facility.
  • zHealthPay: "Send Invoice to Pay Online" now available from the Invoice screen.
  • Conversations now available as a separate product for all facilities. Contact support@zhealthehr.com to add it.
  • New "Provider" filter and column added to the Billing Centre.
  • ERA received date is now editable when posting an ERA.
  • New checkbox in "Add User" tab to copy appointment types from the main provider schedule when adding a new provider.

December 2021

Updates :

  • Inactivity timeout alert after 55 minutes; auto logout after 60 minutes.
  • "Check-In" button in Scheduler only checks in the patient for that specific appointment or same-day appointments with the same provider.
  • 2-way texting now uses the facility's dedicated landline number as the sender if configured.
  • Conversations tab now shows all patients in the practice, not just those with existing conversations.
  • Patient Search Result page now has a message icon to send a text directly to a patient.
  • zHealthPay now supports "Process Payment and Save Card" to save a card during e-payment.
  • Billing Center Report made asynchronous — no more timeouts; report available in the Message Centre.
  • Appointment reminders now support "2-day before" in addition to "1-day before".
  • Multi-facility support: facilities can now be made inactive/hidden. Contact your Customer Success Specialist.
  • Patient Login Page updated — invalid username/password errors now show on the same login page.

November 2021

Updates :

  • Patient hyperlink added to the Follow-Up List — click the Patient Name to open the patient chart directly.
  • New Appointment Type validation: code limited to 11 characters, no spaces allowed.
  • Facility's email address added to the new appointment portal.
  • EIN and NPI numbers added to Notes under the Past Notes tab in Patient Chart.
  • All email reminders now include a telehealth video link.
  • HCFA labels/box numbers added to Primary, Secondary, and Tertiary Insurance fields for easier HCFA form reference.
  • New "Additional Claim Information" box added to Primary, Secondary, and Tertiary Insurance tabs.

October 2021

Updates :

  • Consent form for minor patients now shows "Electronically signed by Guardian/Guarantor" instead of the patient name.
  • Patient Demographic Report now includes "Patient Type" information.
  • New report type: End of Day Summary Report added under General Statistics.
  • Providers can now enable automatic recurring membership payments using zHealthPay.
  • "Forgot Username or Forgot Password" now asks for username. Forgot Username sends a list of usernames associated with an email address.
  • AR Report now includes sales taxes.
  • Advanced Plan: Intake Forms now sent only to "New Patient" appointment types with no previous note/encounter.
  • Box 11b in HCFA Form now auto-pulls Claim# from Insurance section for Workers' Comp, Auto Accident, or Other Accident.
  • Patient Visit Report now includes visits without any CPT/services on the invoice.

September 2021

Updates :

  • Clinics can create separate notes for patients with two appointment types on the same day.
  • Merged patient files now sum up the "Visit Count".
  • Pain Diagram printed in Past Notes if there are pain diagram markings in the note.
  • Two new reports under Batch Reports: Outstanding Balance Visit Report and Invoice Payment Report.
  • Clinics can now apply/post any number of EOBs to the same invoice.
  • Invoice printout now shows Quantity and Unit Price for Supplement/Misc Items.
  • New ICD-10 codes added. AQ modifiers added to the CPT master list.
  • Total Adjusted/Write-Off and Total money received as Patient's Credit now viewable in the Money Collected Report.

July 2021

Updates :

  • View all Past Notes of a patient across multiple locations.
  • Patient Credits and Membership data added to Monthly Detailed Charges and Payment Reports.
  • Print patient membership payment invoice.
  • Membership now shows "Total Amount Charged" and "Total Amount Paid" for a given membership plan.
  • Support for "Import Previous" added to Misc Items in Invoice.
  • New Membership Payment Summary Report available under Batch Reports.

May 2021

Updates :

  • Add a patient photo to their profile.
  • New templates added to the SOAP Note library.
  • View 277 responses from insurance payers in the software.
  • OA-file ID added to the Claim Audit for new claims.
  • New batch report types: Provider Detailed Charges and Detailed Appointments.
  • Insurance fee schedule to help calculate patient responsibility.

April 2021

Updates :

  • Support to edit an ERA/EOB claim payment.
  • Added a facility-level EIN.
  • Visit notes are now available on the patient portal.
  • SSN and DL fields are back in the Patient's Contact Details.
  • Batch reports for detailed payment and detailed charges.

March 2021

Updates :

  • Refund/voids for patient credits.
  • Fixed "patient import" around duplicate insurance issues.
  • Admin follow-ups are now visible to all providers in the facility.
  • Added "Show Inactive" filter for patient search page.
  • Surgical history date formatting update.
  • Facility flag added to disable sending appointment notifications to providers.
  • Ability to delete recurring appointment blocks.
  • Changes to the invoice payment modal.


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