Release Notes

New

• Billing: Added validation to prevent entering more than 11 digits in the "Number of Units" field during Utilization Review creation. Previously, exceeding this limit resulted in a JSON conversion error.

Fixed

• Billing: Updated the system to properly handle encounters synced in Opus but not displaying in PS. This fix addresses issues where encounters showed a "Line Not Found" error or failed without a response message.

• Patient: Fixed an issue where discharged patients who were participants of group sessions still displayed their group participation in their timeline.

• Appointment Requests: Resolved an issue where canceling an appointment after requesting one showed a successful cancellation message, but did not work if the appointment had already been approved.

• Patient: Fixed an issue where users were still being notified of deleted events, and the timeline did not match the patient calendar.

• Scheduler: Fixed an issue where editing a recurring event to "All Day" resulted in an empty error modal with no details and prevented the change from taking effect.

• Scheduler: Fixed a disappearing event issue when editing a recurring weekly event and selecting "This and following events." The edited event no longer disappears.

• Patient: Corrected the alignment of the "Assign" action in the Patient Calendar when dealing with level-of-care names that are too long or contain multiple words.

• Patient: Fixed an issue where the Portal/Kiosk Access tab appeared blank and an error popped up when opening the Edit Patient window.

• Patient: Fixed an issue preventing the disabling of Patient Portal Access for inactive patients. The system previously reverted the access back to enabled after saving.

• Documents: Fixed an issue where documents restricted as read-only for a role could still be created and edited from the group session interface.

• Documents: Addressed a bug where completing documents in a Group Session left the status icon red in the tooltip, incorrectly indicating incomplete documents.

• Documents: Fixed an issue where sending recurrent documents did not display a "Success" prompt after submission.

• Billing: Fixed an issue where the Upload Form modal appeared blank when editing an encounter from the Billing menu or when creating an Upload-type form from the To-Do list in the Home menu. The modal now functions correctly regardless of access point.

• Settings: Fixed a bug where data in a Collection was added even if the action button was not clicked. This also resolved the issue of duplicate values being added upon reopening the Collection.

• Patient: Removed the requirement for mobile phone numbers and email addresses in patient demographics settings, allowing greater flexibility in data entry.

New

• Patient: Added a validation to limit patient contact city names to 35 characters when Dose Spot is enabled.

Fixed

• Billing: Addressed a synchronization issue where encounters using the CPT code GROUPSELFPAY were incorrectly transmitted as PPGROUP to the X-superbill. Updated the backend to ensure the correct CPT code (GROUPSELFPAY) is transmitted.

• Patient: Fixed the misalignment of the Assign button in the Remaining Approved Units section when the Number of Units exceeds 3 digits.

• Patient: Resolved an issue where restoring an ROI-type document failed to restore it to the Patient Profile, though it appeared in the Timeline and Documents sections.

• Billing: Fixed an issue with ICD Codes edited through the document editing modal not updating correctly. Changes now sync immediately without reopening the modal.

• Scheduler: Corrected a bug where changing the event date for patients with a Resolved Diagnosis Code caused the code to persist when it shouldn't.

• Scheduler: Fixed an issue where the drag-and-drop function in Provider View did not correctly update the provider for recurrent events.

• Billing: Resolved a bug in the Attach Document functionality where uploaded documents with Pending or Completed status failed to display correctly when accessed via the document link.

• Patient: Removed duplicated colons in fields such as Arriving by, Arriving Date, and others. Standardized spacing in the Employer Name field. Ensured consistent date formats (MM/DD/YYYY) in Insured DOB fields.

• Billing: Corrected display issues with the SubStatus filter under varying resolution scales.

• Schedule: Fixed a bug where recreated Group Session encounters were incorrectly set to Not Billable instead of ON HOLD.

• Notifications: Updated event notification behavior to ensure clients are notified appropriately when events are canceled, canceled late, or marked as no-shows.

• Utilization: Resolved an issue where assigning units weekly without selecting a day rendered the page unresponsive.

• To-Do: Fixed an issue where removing a document from an appointment also removed it entirely from the to-do list. Documents are now only disassociated from the appointment.

• Patient: Corrected alignment issues with the Clear LOC option for Medication Management events.

• Document: Fixed a bug where the Complete Documents function did not mark documents as completed properly until reopened.

• Billing: Fixed discrepancies in Manage Insurance/Billing behavior depending on the order of patient addition in group sessions.

• Scheduler: Resolved an issue where dragging a Waitlist type event to the top of the calendar caused an error.

• To-Do: Fixed a bug where documents disassociated from appointments incorrectly fell off the to-do list.

New

• Integration: Implemented functionality to send the "Contact" field from patient demographics in Opus to the "Parent/Guardian" demographic field in LeadSquared. This ensures accurate mapping of contacts between systems.

• Authentication: Added the ability for administrators to assign authentication methods for users of the EHR system. Available methods include Email and Password (default) and Microsoft Account (via Entra Single Sign-On). Administrators can configure authentication methods for each user as needed.

Fixed

• Patient Portal: Resolved an issue where users were unable to consistently modify the portal toggle for certain patient profiles. This fix ensures consistency across all profiles when toggling portal access for contacts.

• Chat: Addressed an issue where PNG files could not be sent as attachments in messages. Users can now successfully send PNG files without errors.

• Chat: Fixed a bug where notifications were not being sent to providers for new messages. Providers will now receive timely notifications for messages addressed to them.

• Bed Board: Corrected an issue where certain beds were erroneously marked as "Occupied" preventing users from assigning patients to them.

• Scheduler: Fixed a bug where Waitlist events could be created or edited to extend beyond the location's operating hours without validation errors. Events are now properly restricted to operating hours.

• Patient: Addressed an issue where the Payment Methods section and tab were displayed even when the PayaEnable parameter was set to false. These sections are now correctly hidden as intended.

• Billing: Resolved discrepancies in status updates when all forms associated with synchronized events were deleted. The statuses now update consistently across tooltips, the database, and Practice Suite requests.

• Scheduler: Fixed an error when updating the recurrence start date in recurring events. The system now correctly updates the recurrence date based on the applied changes.

• Settings: Corrected an issue where users in the "Users (up to 3)" field in the Notifications modal would duplicate when the modal was closed using the Esc key.

• Billing: Fixed decimal precision and summation issues in UB04 creation. Aggregated values for Co-Pay, Deductible, and Co-Insurance Amt now display correct values with appropriate decimal places.

• Billing: Fixed a bug where Co-Pay, Deductible, and Co-Insurance Amt fields displayed a validation error when set to 0 in the Schedule or Billing menus. These fields now accept 0 as a valid input.

• Performance: Improved page loading times in response to user feedback. Reports of slow navigation and loading have been addressed to enhance system performance.

• Billing: Changes to event states via tooltips may result in mismatched states between the tooltip, event details, and encounter status in Billing. A patch to address this issue is in progress.

• Billing: Deleting forms associated with events in quick succession may send incorrect statuses to Practice Suites. Users are advised to delete forms with brief pauses between actions until a fix is deployed.

New

• Integration: Added PatientId field to the Patient and Appointment Leadsquared request API. This enhancement ensures better traceability of patient-related data when syncing with Leadsquared.

Fixed

• Audit Log: Moved content from two extra categories in the log section to the history section for better organization and clarity. The extra categories were subsequently deleted to reduce redundancy.

• Billing: Resolved an issue where editing encounters to assign providers caused duplicate line items with mismatched claim_type and encounter_unique_id values in Practice Suite.

• Billing: Fixed the UB04 issue where associated encounters and revenue codes were no longer displayed after edits.

• Billing: Fixed an issue where the encounter status remained unchanged after adding or removing forms using the modal's close or cancel buttons.

• Patient: Resolved a bug where adding a new primary provider to a patient's second or new profile resulted in removing the primary provider from the discharged profile.
• Patient: Improved the Diagnosis Code search functionality to present all available options.
• Document: Fixed a bug where saving Treatment Plan Forms, Release of Information Forms, or Doctor Order Forms without making changes triggered an error message on subsequent save attempts.
• Billing: Implemented a limit of two decimal places for fields such as copay, deductible, co-insurance amount, and percentage. Additionally, resolved an issue where percentages over 100% were accepted based on regional settings.
• Billing: Fixed an issue where Authorization Numbers entered during encounter edits in Billing were not retained after saving, nor updated in synchronized practice suites.
• Billing: Addressed inconsistencies in synchronization status between the Opus system and Practice Suite for various scenarios, including: Adding a provider to an encounter and Changing a non-billable service to billable status.
• Billing: Reviewed and resolved logic that repeatedly created encounters for canceled appointments, ensuring no unnecessary duplication occurs.

New

• Billing: Introduced a "Disabled" status for Insurance Companies in the Insurance Settings module. Key updates include:

• A new status column displaying "Enabled" or "Disabled" for insurance companies.
• Prevented deletion of insurance companies linked to patient records, with a modal explaining the restriction.
• Disabled insurance companies are now unselectable in patient insurance sections and marked with a "Disabled" badge in dropdowns and pickers.

• Billing: Added support for selecting both UB04 and Professional insurances as secondary and tertiary fields in the Create UB04 claim screen. This update allows users to configure insurance combinations for claims more flexibly.

Fixed

• Scheduler: Fixed an issue where attempting to drag-and-drop "All Day" events in the schedule caused an error message.
• Billing: Fixed an issue in the Revenue Codes section of the UB04 modal, where Units displayed as 0 under specific conditions involving Utilization Review with "Level of Care" service types.

New

• Patient: Introduced a new 'Quaternary' category under the Diagnosis Code tab to enhance ICD code categorization.

• Demographics: Added requested drop-down menus to the Demographics section, This includes a Couples field.
• MARS: Removed the Patient Signature Box from the Edit Medication screen to streamline user experience (based on configuration).
• Document: Added the ability to exclude specific document statuses, such as Draft or Pending, from the document picker dropdown menu. This ensures that only finalized documents appear for selection.

Fixed

• Medications: Added functionality to resolve the issue with the New Protocol button in the Medications section. Users can now successfully add Predefined Protocols.

• Patient Calendar: Fixed a bug in the Patient Calendar where attaching a document to a patient from a Group Session event redirected the calendar to display the attached patient's information instead of the originally selected patient.
• Billing: Updated the UB04 claim status logic to reflect "Hold" if encounters included in the claim have missing documentation or diagnosis codes. This prevents erroneous claims from being marked as ready.

New

• Documents: Added an upload button to the Release of Information (ROI) form, improving usability for managing document uploads.

Fixed

• Billing: Updated the system to correctly display ICD codes in the Billing menu. This resolves an issue where the ICD Code column remained blank despite the ICD code being correctly associated with an encounter.
• Billing: Resolved an issue where CPT and ICD code edits made via the document editing modal were not reflected in the Billing tab unless the Encounter Details modal was opened and saved.
• Patient Portal: Fixed a bug causing text overlap when accessing the Patient Portal on mobile devices.
• Patient: Addressed duplicate insurance requests being sent to Practice Suite when adding insurance to an Episode of Care in Active or Pending status.
• Billing: Resolved an issue where UB04 forms remained active without encounters after the associated event was canceled. The UB04 will now be deleted if it no longer contains any encounters.
• Billing: Fixed inconsistencies in displaying providers for encounters and events following provider deletion. Deleted providers are now handled uniformly across the system.
• Document: Corrected a false UB04 alert triggered when saving Group Session events without any changes.
• Reminders: Resolved an issue where reminders for the "next treatment plan review" were not being sent despite proper settings configuration.
• Appointment Request: Fixed a problem where the system failed to flag duplicate patient entries created via the "I'm a new client" form in the portal.

New

• MARS: Added a signature field for patients in the MARS module, allowing patients to provide a signature when receiving medication. Both the provider's and patient's signatures will now be recorded. 

Fixed

• Scheduler: Addressed an issue where creating appointments could result in a 30-minute discrepancy between the selected and displayed times. The system now accurately reflects the intended time when scheduling appointments.
• Patient Alerts: Improved the UI to address scaling issues where the "Add" button for Patient Alerts was obscured when the browser was zoomed above 150%. The button is now fully visible at all zoom levels.
• Scheduler: Fixed a bug where editing an event status and closing the Edit Event window via the ESC key sometimes caused the event to duplicate with conflicting statuses. 
• Billing: Resolved an issue where duplicate claims marked as "undefined" in the billing tab could not be marked as unbillable. 
• Performance: Resolved an issue where the EHR system went down for multiple nurse practitioners between 2 PM and 4 PM EST. The downtime has been investigated and mitigated.
• Syncing: Optimized synchronous backend calls to enhance system performance and prevent thread starvation, ensuring smoother and more efficient processing of requests.

New

• Demographics: Updated the label of the "Legal Sex" field to "Gender at Birth" in the Demographics tab for better clarity.

Fixed

• Patient Calendar: Resolved an issue where document links associated with appointments in the event tooltip did not open.
• Treatment Plans: Improved the usability of the Interventions field by addressing text cropping when hovering over options and increasing the field's width for better readability.
• Billing: Resolved an issue where future appointment cancellation notes appeared in the To-Do list, despite the appointments not being canceled.
• Billing: Fixed an issue where encounters were automatically being voided.
• Documents: Corrected the behavior where lengthy document names in the patient's timeline were truncated when highlighted.
• Documents: Resolved an issue where documentation entries for incomplete To-Do List items were missing from the document archive, impacting reporting and filtering.
• Scheduler: Fixed an issue where admins and providers were unable to update appointment statuses under certain conditions, such as before billing or after the appointment time.
• Documents: Addressed an issue with the Expiration Date field in ROI documents that displayed an "Invalid date" validation message when editing other fields.
• Patient Portal: Fixed a bug where treatment plans sent via the portal showed incomplete "next review date" information.
• Billing: Resolved multiple issues with charges being sent with incorrect case types or payment structures, such as $0 charges, incorrect fee schedules, or defaulting to self-pay.

New

• Billing: Do Not Re-Sync Encounters with Disallowed Line Item Statuses, encounters with line item statuses other than NEW, HOLD, VOID, or BILL_TO_PT will no longer be re-synced to PracticeSuite, preventing changes to unallowed statuses.
• Integration: LSQ Payload Structure Added, enhanced API endpoints with required payload structures for LSQ integration, improving compatibility.

Fixed

• Patient: Correct Display of Insurance Type on Patient/Episode of Care Creation.
• Documents: Forms Not Displayed for Services in Encounter Details Modal. Resolved an issue where forms associated with added services were not displayed in the Encounter Details modal or the event tooltip. Forms now display correctly whether services are added from the event editing modal or the Schedule/Patient Calendar.
• Appointment Requests: Relationship Field Validation. Validated the Relationship fields in the Insurance modal, ensuring consistency with the Patient Portal.
• Billing: Improved Sync Timing Between Opus and PracticeSuite
• Scheduler: Telehealth vs. In-Person Display Discrepancy. Fixed an issue where appointments were incorrectly displayed as telehealth in the Upcoming Appointments section despite being scheduled as in-person.
• Documents: Blank and Medication Tab Issues. Addressed issues where Doctor Orders appeared blank, medications from the Medication Tab > Scheduled Medication were not reflected in MARS, and scheduled medication date/time fields were non-editable.
• Scheduler: Provider Assignment Issues. Fixed a bug that removed providers from groups unexpectedly and prevented adding providers to specific groups.
• Scheduler: Tooltip Updates for Event Duration. Fixed an issue where the Date, Time, and Duration fields in the event tooltip were not updated after modifying the event duration using drag-and-drop or edits from the modal.
• Billing: Encounter Synchronization Between Opus and PracticeSuite. Resolved a synchronization issue where encounters edited in PracticeSuite (e.g., modifying modifiers) did not reflect changes in Opus, and the encounter status was shown as Not Billable.
• Billing: Incorrect Encounter Status in Opus After PracticeSuite Line Item Updates. Fixed an issue where encounters in Opus were incorrectly marked as Not Billable after line item statuses were updated to BILL_TO_PR in PracticeSuite.
• Scheduler: Waitlist Events: 1440-Minute (All-Day) Duration Bug. Prevented the creation of all-day Waitlist Events with a duration of 1440 minutes.
• Billing: Voiding and $0 Encounter Issues. Resolved an issue where encounters marked as "Not Billable" (e.g., internal family meeting sessions) were contributing to voiding or $0 charge issues.

Discover the latest Opus 3.5 update launching December 1: featuring a new To Do List for efficient documentation and enhanced scheduling that automatically updates tasks upon appointment scheduling.

New:

To Do List: One of our favorite new features in Opus is a sleek, real-time organizational tool designed to keep your staff on top of documentation, ensuring billing gets out on time. The To Do List will be the first screen you see, replacing the My Pending Documents screen.

Enhanced Scheduling: Automatically creates a Task in the To Do List when an appointment is scheduled.

How This Update Benefits You: 

Experience a boost in productivity with our intuitive To Do List, ensuring vital actions are surfaced just when needed.

Clients will now receive more reliable text message reminders and notifications about their portal and appointments; email support@opusehr.com for assistance configuring this feature

Opus will be snappier and load times have been drastically reduced.

Fixed:

We have addressed small issues with text messages (SMS), making it more reliable for all users using this feature for appointment reminders, access to the patient portal, documentation requests, and more.