Healthy Roster Release Notes
Weekly/Monthly release notes
Table of Contents
September:
9/9/2025
Web Release Note
-
Usability Enhancements:
- Performance Improvements
-
Bug Fixes:
- Fixed the issue where Coach/Org Users were receiving problem notifications even though they had toggled off notifications
- Fixed Referral Report Timing out
- Fixed issue where, when importing patients by UniqueId Only, the birthday was not updated
- Fixed issue with merged patients where they were unable to see the document types of the merged organization
9/3/2025
Mobile Release 6.36.1
-
Usability Enhancements:
- Added time zone selection to encounters and referral services
- Added Cancel option for file uploads
-
Bug Fixes:
- Fixed iOS issue where the kiosk mode dialog wasn’t closing after exiting
- Fixed the issue related to the default privacy level when adding a problem
9/2/2025
-
Usability Enhancements:
- Added Matching Criteria & Matching Scope to the import history listings
-
Bug Fixes:
- Fixed issue where unclicking 'Events' checkbox was not hiding events on schedule page
- Fixed Issue where editing a Referral (Follow-Up)Service Type prevented the Referral (Follow-Up)from saving
August:
8/26/2025
Web Release Note:
-
Usability Enhancements:
- Performance Improvements
- If a document is deleted or rejected, and an older version of that same document type had previously expired, the older document will return to its expired status.
-
Bug Fixes:
- Fixed an issue where emergency contacts were not being updated when modifying an existing patient during a patient import
- Fixed an issue where document reminder emails were being sent to athletes with compliance status “OK” when using Send Reminder to All.
- Fixed Survey Schedule Issue where next run was not being set correctly
8/22/2025
Web Release Note:
-
Usability Enhancements:
- Performance Improvements
8/20/2025
Web Release Note:
-
Performance Improvements
- Added “Sent To” field to insurance submission records and reports
-
Bug Fixes:
- Fixed Document Compliance showing ‘OK’ when a document is missing
- Fixed issue where text on status report PDF was sometimes getting cut off
8/18/2025
Mobile Release Note: 6.34.1
-
Usability Enhancements:
- Added Teams filter to Document Compliance search filtering
- Added size checking on Document uploads (100MB)
- Added upload percentage indicator to file uploads
- Improved mobile form signatures on Android
- Improved message wording after form completion
-
Bug Fixes:
- Fixed issue where Patient avatar initials were too small on patient card view
- Fixed network error when uploading file to message group
- Fixed “unable to pick file” message that was showing if user cancels the file picker
8/14/2025
Web Release Note:
-
Bug Fixes:
- Fixed navigation to Team button from Patient’s Team page
Mobile release note 6.33.3
-
Bug Fixes:
- Fixed keyboard issues on older Android devices that were making it hard to login
- Fixed issue where phone number wasn’t saving to profile while registering user and patient
08/11/2025
Mobile Release Note
-
Usability Enhancements:
- Fixed margins on device authorization screen
- Added HEIC file error message
-
Bug Fixes:
- Fixed issue where iOS keyboard wouldn’t close after tapping Search bar
- Fixed organization bubble margin
- Fixed issue with modal lists on iOS where the keyboard was blocking results
Web Release Note
-
Bug Fixes:
- Fixed Issue where Problem list was not including Problems with Incident Reports
08/09.2025
Web Release Note
-
Usability Enhancements:
-
Customizable Dashboard Widget Improvements:
-
Referrals Widget:
- Added more filtering and sorting options
-
Inactive Patients Widget:
- Added Organization and Team level filters
- ATI Report now includes option for negative numbers
-
Referrals Widget:
-
Customizable Dashboard Widget Improvements:
-
Bug Fixes:
- Fixed issue where document compliance report was incorrectly showing Needs Review documents as Expired
- Fixed issue where providers weren’t able to download integration notification files
- Fixed issue where notification download was failing on notifications page
- Fixed issue where auto-enrollment in Continuing Education platform was not working for new provider users who had previously been users
- Fixed issue where emergency contact info from uploads was not being updated for existing patients
- Fixed issue where default privacy level wasn’t being applied for new problems
- Fixed issue where primary users could set document permissions to “providers only”
July:
07/22/2025
Web Release Note:
-
Usability Improvements:
- Injury Timeline "follow up date" label updated to read “referred on date”
-
Bug Fixes:
- Fixed issue where Document Summary Report emails were not respecting user notification settings
- Fixed issue where the document summary report was timing out for some users
- Fixed loading issues with Document Compliance Report
- Fixed issue where Document Compliance "Send Reminder To All" was sending reminders to coaches
- Fixed issue with Self-Scheduling wasn’t finding patients with ' in name - iOS web browser specific
07/16/2025
Web Release Note:
-
Bug Fixes:
- Fixed: Patient Import Details List Not Loading When There Are Import Errors
07/15/2025
Web Release Note:
-
Bug Fixes:
- Fixed Issue where “Groups Only” reporting export was including all data and not just the grouped data
- Deleted teams are no longer visible on Event Reporting
- Fixed issue with imported reporting template no using template formatting
June:
06/29/2025
Web Release Note:
-
Bug Fixes:
- Fixed Validation Issue With Forms that have a name longer then 100 characters
- Fixed Validation Issue when editing a Waiting Room
- Fixed Issue of document summary timing out for some users
- Fixed Bar Chart Monthly ordering in reporting
06/23/2025
Web Release Note:
-
Bug Fixes:
- Fixed issue where device authorization could end up in an infinite loop
06/16/2025
Web Release Note:
-
New Feature:
- New Datasource: Patient Invitation Status; see which patients have pending invitations and primary users
-
Usability Improvements:
- Improved manual patient creation flow
- Simplified and clarified email invitation options on both the patient and emergency contact levels
- Added additional clickable areas under Problems, Performed Services, Notes, and Attachments for easier documentation
- Actual Return Date can no longer be before the original Problem Date
- Improved bulk import error messaging, specifically when there is an incorrect number of columns
- Added job bell (orange bell) to Bulk Archiving
-
Bug Fixes:
- Fixed Reporting issue where months were presenting alphabetically instead of chronologically
06/03/2025
Web Release Note:
-
Bug Fixes:
- Fixed issue where Bulk events where CreatedBy was not showing on reporting
- Fixed issue with adding Team Users to care circle messages
- Fixed issue where Referral log wasn’t properly filtering
06/02/2025
Mobile Update 6.30.0
-
New Features:
- Update Account Info on Mobile: users can now update their account information (including email and password) from the mobile app
-
Usability Enhancements:
- Birthdate fields are now typed instead of using a datepicker (Kiosk Mode and Patient Details)
-
Bug Fixes:
- Fixed visual bug where notification text was going off of the screen
- Fixed issue where some users were getting logged out after completing certain forms
May:
Web Release Note
-
Bug Fixes:
- The forward slash hotkey now works to bring up global search again
- Fixed filtering error in Reporting related to apostrophes
- Fixed issues relating to org users ability to add document types in the Document Compliance Report
- Context menus are now navigable by keyboard
- Fixed issue where generating a clinical summary on an archived patient was hiding the patient’s profile
- Fixed issue on the Problems Log where problems with deleted incident records were not showing up
- Fixed issue where body types and problem types reports weren’t loading on dashboard home page
-
Bug Fixes:
- Fixed issue where users were unable to open an Incident Report when clicking on the list item
- Fixed issue where Groups Only reporting export was not exporting any data
- Fixed error related to bulk archiving
5/6/2025:
Web Release Note
-
Bug Fixes:
- Fixed the ability for 2 users to simultaneously to remove a patient from all orgs
- Fixed issue where provider admins couldn’t add a patient from an archived organization to a team
- Users can no longer join video calls more than 15 minutes in advance
Mobile Release 6.27:
-
Usability Enhancements:
- When >1 document of the same document type is uploaded at the same time, all documents will appear in “Uploaded”
-
Bug Fixes:
- Fixed issue where users were unable to access Care Circle if Emergency Contact name was null
- Fixed issue on Android where date-time formatting was showing seconds
- Fixed issue where “edit participant status” was sometimes displaying incorrectly
April:
4/30/2025:
Web Release Note
-
Bug Fixes:
- New Users remain stuck on the screen to accept the Healthy Roster Terms of Service during first login
4/28/2025:
Web Release Note
-
Bug Fixes:
- Fixed issue with clinical summary report where logo was not properly aligned
-
Continuing Education:
- Fixed issue where name and credits were getting cut off on the certificate
- Fixed issue where Primary Users were unable to delete Problem they created
04/22/2025:
Mobile Release 6.26
-
Usability Enhancements:
- Push notifications will now direct to the Notifications tab; Messaging push notifications will direct to the Messaging tab
-
Bug Fixes:
- Fixed issue where some pending encounter services weren’t saving when approved
Web Release Note
-
Usability Enhancements:
-
Continuing Education:
- Fixed display issue related to courses and authors with long names
- Fixed alignment issue for My Progress section
- Updated SSO Login wording to say “Log in with my Organization’s Credentials” instead of Employer’s Credentials
-
Continuing Education:
-
Bug Fixes:
- Fixed issue where Patient-level users were seeing “Save and…” when adding a problem
- Fixed issue where there were duplicate rows in Problem Data Source when deleted incident reports existed
04/07/2025:
Web Release Note
-
Bug Fixes:
- Fixed note count on problem timeline not including legacy SOAP notes
- Fixed issue where PHI sharing text wasn’t hidden from org/team admins
04/02/2025:
Mobile Release 6.24
-
Usability Enhancements:
- Added Org/Healthcare Provider confirmation screen after open invite code
- Users can now see available updates before logging in and can be directed to their app store to update app
-
Bug Fixes:
- Fixed issue where users were unable to update patient photos
March:
03/31/2025:
Web Release Note
-
Usability Enhancements:
- Reporting: Added “Incident Report Created On” field to Problems data source
- Referrals: added list of Orgs the patient belongs to, along with an Org filter
- Ability to Import/Export a form
-
Bug Fixes:
- Fixed issue where default problem privacy level was not updating correctly
- Fixed Issue in Reporting where column reordering not working in Group By editing
03/24/2025:
Mobile Release 6.23
-
Usability Enhancements:
- Added way to submit a support ticket from the app (Settings → Support Info)
-
Bug Fixes:
- Fixed issue where diagnosis codes were not loading on mobile
Web Release Note
03/20/2025:
-
Bug Fixes:
- Schedule Calendar Events Misaligned When Navigating Weeks Across Daylight Saving Time
- Team Roster Management: Team and Org Admins can’t add existing patients to team
-
Document Compliance: Fixed bug with filtering document types for patients who have been removed from organizations
Web Release Note
02/10/2025:
-
Usability Enhancements:
- Reporting: Graduation Year no longer includes a comma
-
Bug Fixes:
- Fixed issue related to deleting invitations for org users
- Fixed issue where a provider admin couldn’t update a problem created by a deleted provider
Mobile Release 6.22:
-
Bug Fixes:
- Fixed dark mode issues on Scheduled Events
02/04/2025:
Mobile Release 6.21:
-
Usability Enhancements:
- Updated some settings icons
-
Added Notifications Enabled or Disabled visibility to Settings screen
- Includes link to device settings to toggle notifications
- Support Info Screen: Users who are on an outdated version of Healthy Roster can now update to the latest version of the app when on the Support Info screen
- Referrals List now automatically refreshes after adding a new referral
02/03/2025:
Web Release Note
- Usability Enhancements:
-
Continuing Education:
- Added options on Account Settings to send a support ticket and access our knowledge base
-
Bug Fixes:
- Fixed issue where referral tab was not auto-refreshing when updating
- Fixed Problem Timeline avatar to show correct privacy levels
February:
02/24/2025:
Web Release Notes
- New Features:
-
Usability Enhancements:
- “Help” will now take you to our new documentation site
- Moved support ticket option to upper righthand corner
- Updated 404/Error page
-
Bug Fixes:
- Fixed issue where “patient” checkbox wasn’t showing up when creating background question groups
- Fixed issue where invitations were not showing up correctly when an org user was invited to more than one organization
Mobile Release 6.20.2:
-
New Features:
- Mobile Support Info Screen: shows device and app details from Settings tab; allows users to copy info to help when submitting a support ticket
-
Usability Enhancements:
- Added ability to view who has seen comments on status updates and problems
-
Bug Fixes:
- Encounter Kiosk Mode: fixed issue where services wouldn’t load when search terms were deleted
- Fixed issue where users couldn’t save patient details with patient background questions
02/19/2025:
Mobile Release 6.18.1:
-
Usability Enhancements:
- Added password confirmation to account creation
- Added password preview to login and account creation screens
- Improved account creation instructions
- Messaging: long pressing on a sent message will now let you view who has seen the message
02/18/2025:
Web Release Notes
- New Features:
-
Usability Enhancements:
- Reporting: improved organization and team dropdown menus
-
Bug Fixes:
- Fixed issue where double invites were sometimes sending on patient creation when the patient was under 18
- Fixed 500 error that would sometimes occur when trying to generate the Active Problems Report
02/12/2025:
Web Release Notes
-
New Features:
- New Save And Go options
- Save and Add Organization
- Save and Add Team
-
Bug Fixes:
- Fixed issue related to creating Education accounts by non-provider users
- Fixed issue where patient background questions were causing errors for primary users
02/04/2025:
Web Release Notes
-
New Features:
- New Incident Report list filters: Providers can now filter by Start or End Date of incident date and also filter Drafts
-
Usability Enhancements:
- Patient’s email address now auto-populates when creating a scheduled encounter
-
Bug Fixes:
- Fixed various issues affecting background questions on Safari:
- Fixed adding Date or DateTime background questions
- Fixed validation message on conditional questions
January:
01/27/2025:
Web Release Notes
-
Usability Enhancements:
- Active Problems: added provider name and date of latest update to listing
-
Bug Fixes:
- Fixed incorrect wording for “lateral condyle humerus” injury site
- Fixed issue where some provider admins couldn’t edit the Healthcare Provider in admin section
Mobile Release 6.15.3:
-
Usability Enhancements:
- Improved logic and instructions to help existing users trying to create a new account
- Made various improvements to open invite process
-
Bug Fixes:
- Fixed issue where, after adding a document on iOS, the menu wouldn’t always close
- Fixed Issue when clicking a comment notification force closed Samsung devices
01/20/2025:
Mobile Release 6.14
-
Bug Fixes:
- Fixed issue where users with an apostrophe in their email couldn’t login on iOS devices
- Fixed error related to approving pending encounters without a treating provider
- Fixed issue for Android users related to viewing web views nested within a scroll view
- Fixed issue where provider users were unable to add expiration date to documents
- Fixed issue where Continuing Education users were being timed out while watching videos
- Fixed issue where background question lists kept being reloaded
Web Release Notes
-
Usability Enhancements:
- Reporting: Estimated Revenue is now included in the Referral data source
-
Bug Fixes:
- Fixed issue with incident reports where late-night events were not populating on the correct date
- Fixed issue where CEU Only users were unable to reset their password
- Fixed issue where provider users who had been unassigned from an organization were still receiving some notifications
01/13/2025:
Web Release Notes
-
Bug Fixes:
- Fixed issue where team users were unable to review documents
- Continuing Education: Fixed issue where completed courses/completed credits counts were sometimes inaccurate
01/03/2025:
Web Release Notes
-
Usability Enhancements:
- Changed Hotline Report to include date & time
- Added CreatedById & OrganizationId to Events Reporting
-
2.0 Surveys:
- Changed wording from “view data” to “view survey responses” & “completed” to “completed date” on survey results management screen
- Changed wording from “View results” to “View All Results” on the Patient Survey Results Page
- Removed home/work phone numbers from Survey Results Summary to simplify screen
- Added color coding to more clearly show Elevated and Critical results
- Re-ordered Survey Results Summary columns to prioritize urgency and status
- Drastically improved loading times for Survey Results Summary
- Reporting: Bar and Line chart improvements
- Added “Include Archived” filter to All Patients list
- Bug Fixes:
-
2.0 Surveys:
- Fixed issues around filtering and remembering filtering for viewing survey responses in survey management
- Fixed issue where providers couldn’t send Surveys from the Organization tab
- Fixed network error that would appear when non-provider users logged in
- Fixed issue where the border on form signature component was not visible in dark mode
- Fixed formatting of Dates for exported reports
- Fixed team icon that was not appearing for some users
- Fixed encounter data source to return a UserID for API users
- Fixed select option (External & Internal Rotation) with Mechanism Background Question
- Fixed issue where problem notification emails were sending regardless of user preferences
- Fixed Issues around exported reports and excel not escaping commas and enters throwing the columns off. We now adhere to standard RFC for CSV Files
- Fixed issue where the referrals tab wasn’t loading when there were >500 active referrals
- Fixed issues around editing and saving Injury Kiosk Management screens
2024 Release Notes
December:
12/13/2024:
Mobile Release Notes
-
Usability Enhancements:
-
Continuing Education:
- Added “Help” button to settings
- Added sorting to course list
- Added course sharing
-
Continuing Education:
-
Bug Fixes:
- Fixed issue where users were unable to change provider in pending encounters
- Addressed issues with biometric login
- Fixed issue where encounter kiosk mode wasn’t showing all available encounters
12/09/2024:
Web Release Notes
-
Usability Enhancements:
- Made it easier to access Continuing Education by Healthy Roster with a new icon at the top right of the dashboard
- Added Continuing Education Progress widget to the EMR dashboard
-
Changed NPI to “Provider Identifier” + we now allow all alphanumeric characters and lengths
- Added Provider Identifer to the following datasources: Encounter Service Costs, Encounters, Events, Problems, Provider Engagement by Provider User, Referral Revenue, Referrals
-
Bug Fixes:
- Fixed issue where you couldn’t view data in tables when editing a report
- Fixed issue where invitations were disappearing from view for teams
- Fixed network error related to trying to view form data from a Survey
- Fixed issue where problem email was not excluding invitations that have been accepted or deleted
- Fixed Issue where background question placeholders were not always showing
November:
11/25/2024:
Web Release Notes
-
Usability Enhancements:
- Providers can now search by UniqueID on global search, and all patient search
- Added more details to document attachments - document type, notes, and review status are now visible
- Reporting: Added “Referral Created By” field to referral data sources
-
Bug Fixes:
- Fixed issue where events data source was not filtering by user’s assigned organizations
- Fixed issue where the problem timeline was sometimes getting a network error
- Fixed issue where referral healthcare organizations were not merging after confirmation
- Fixed issue where legacy reports in 2.0 weren’t working
- Fixed Issue where some notifications were sending duplicate notification emails
11/18/2024:
Web Release Notes
-
Usability Enhancements:
- Surveys: Clicking “View Details” of a completed survey now directs to the patient’s Surveys tab
-
Bug Fixes:
- Fixed issue where provider users weren’t able to add entities other than the status update to the problem timeline
- Fixed issue where some provider injury notifications were showing the incorrect logo
11/13/2024:
Web Release Notes
- Usability Enhancements:
- Added “Event Created By” to Scheduled Events and Exposures and Scheduled Events data sources
- Added "Patient Full Name" to all Data Sources
- Added patient filter for Events and Exposures Data Source
- Bug Fixes:
- Fixed issue where courses weren’t properly sorting
- Fixed issue where filter wasn’t working correctly when showing courses with <1 credit
- Fixed issue where survey list was not filtering based on orgs and users
- Fixed issue where users would get an error when accepting invitation that included any archived patients
- Fixed issue where the Scheduled Events Data source was not showing all background question answers
- Fixed issue where users were sometimes unable to edit/delete text blocks on reports
- Fixed issue where apostrophe was rendering incorrectly in Healthcare Provider Name on Self-Scheduler
- Fixed issue where background question answers were not showing up on a report
- Fixed issue where “clear filters” wasn’t working when filtering problem list by “has incident report”
- Fixed text issue related to “delete invitation” confirmation box for provider admins (no functionality changes)
11/01/2024:
Web Release Notes
-
New Features:
- Introducing Continuing Education by Healthy Roster - your new go-to platform for CEUs, created for Athletic Trainers, by Athletic Trainers(Category A, BOC approved!). Use the mobile app for easy access to courses - anytime, anywhere.
-
Usability Enhancements:
- iOS app now supports Dynamic Type
- Scheduled Events → Added date of birth and Unique ID to Edit Attendance screen
-
Bug Fixes:
- Accepting an org- or team-level invitation from the mobile app will no longer prompt users to create an athlete
October:
10/24/2024:
Web Release Notes
- New Feature:
- New and Updated Note Templates to help save time documenting!
- Detailed MSK SOAP (quick text: MSK)→ Incident Reports
- MSK SOAP Full with Fillable Fields (quick text: fillable) → Incident Reports
- Simple SOAP (quick text: +SOAP) → Incident Reports
- SOAP Outline (quick text: .SOAP) → All entities
- Charted Rehab (quick text: .chart) → Encounters
- Usability Enhancements:
- Improved bulk import messaging around some international country codes
- Bug Fixes:
- Fixed issue where users weren’t able to answer text-based background questions because of characters being added/removed as they typed
- Fixed issue on the problem timeline where the original problem status was being updated as statuses were being added
10/16/2024:
Web Release Notes
-
Usability Enhancements:
- Encounters (Treatment) → Improved loading times
-
Bug Fixes:
- Follow-Up (Referral) Admin → Fixed Paging for Facilities
- Surveys--> Changed result wording from “High” to “Elevated”
- Reports → Added “Event Description” column to the Events Data Source
10/09/2024:
Web Release Notes
- Usability Enhancements:
- Added a new ‘error’ page for users who have no active permissions
- Long text now wraps on forms
- Reporting:
- Improved loading times for Report Parameter: Teams Filter
- Bug Fixes:
- Surveys → Fixed issue where long form labels were preventing adding conditions to action plans
- Reporting → Fixed issue where long form fields were preventing users from editing reporting column headers or adding those fields to reports
- Forms → Fixed issue where some tooltips were cut off
September:
9/30/2024:
Web Release Notes
- Usability Enhancements:
- Improved Surveys functionality
- Improved missing document flow by making the context menu easier to use
- Document Type Instructions now show up in more places
- Bug Fixes:
- Document Type Downloadable Template now shows up when adding a new document for that document type
9/26/2024:
Web Release Notes
- New Features:
- We now integrate with IMPACT - please contact help@healthyroster.com if you’re interested in this integration
- Usability Enhancements:
- Made improvements around “network down” checks and notifications
- Bug Fixes:
- BMI - Injuries with Injury Side 'Midline' and 'Does Not Apply' Marked as Incomplete Data
- Fixed issue where an error was sometimes occurring when adding an emergency contact to a patient
- Fixed issue where long labels on forms were scrolling off of the screen
- Fixed issue related to the background question datasource in Reporting
- Fixed an issue where creating and then removing a new problem while adding a new entity would then prevent users from adding that problem back
- Improved printing reports to ensure menu isn’t included in the PDF
- Fixed issue where already answered background questions on a new entity creation weren’t persisting when adding a new problem
- Hotline: fixed issue where priority 3 callers were not receiving calls
9/20/2024:
Web Release Notes
- New Features:
- Survey Management is now available in Healthy Roster 2.0 for customers that use surveys
- Bug Fixes:
- Fixed an issue where removing a provider user didn’t remove patient care group If patient Is archived
- Fixed an issue related to locked user logins
- Fixed an issue in reporting where exporting a table with “groups only” was including the count instead of the selected aggregation
- Fixed an issue where re-inviting a previously deleted provider user would create an error
- Fixed issue where using a temp password and selecting “don’t prompt me for an access code” wasn’t letting users set a new password
- Archived athletes now show on reporting even if archived before the end date of report
- Fixed issue where filtering a report when column name contains hyphen wasn’t working
9/11/2024:
Web Release Notes
- Usability Enhancements:
- Search feature for forms when on the Documents tab
- Bug Fixes:
- Fixed issue where special tests icon was missing from some note types
- Fixed issue where archived patients were not displayed in Problem Log Report
- Fixed issue where some fields on the admin self scheduling calendar general tab were reverting to default when navigating to the organization or document tabs
- Fixed issue where the patient search when adding an existing patient wasn’t showing >50 results
- Fixed issue where some birth dates weren’t showing up correctly on the Clinical Summary Report export
9/5/2024:
Mobile App Release Notes
Version: 6.9.0
Usability Enhancements:
- Added icons to resource library to show the type of resource
- Encounters list now auto-refreshes after adding, updating, or duplicating an encounter
Bug Fixes:
- Fixed issue where note templates were repopulating
9/4/2024:
Web Release Notes
- Usability Enhancements:
- Users can now click “Details” from the context menu of a long notification to read the entire message
- Bug Fixes:
- Fixed issue where all pending invitations were showing up from the Manage Users screen instead of just the relevant org/team invitations
- Fixed issue where deleted and draft records were showing up in Reports
- Fixed issue correcting how survey results were rendered
- Fixed issue related to scheduling availability on the hour
August:
8/28/2024:
Web Release Notes
- New Features:
- Exporting Report Templates: providers can now export a report they have made to create a template usable by other Healthy Roster users
- Healthy Roster users can also now “import” these templates from the “Add” report screen
- Usability Enhancements:
- Made improvements around letting users know when their network connection is unstable or down
- Added form component helpers
- Event attendance list is now shown in alphabetical order
- Hotline data source now pulls live data instead of from the delayed reporting database
- Bug Fixes:
- Reports: Fixed issue where organizations were showing up twice for provider admins who were also assigned to the organization when using the Provider Engagement by Organization data source
- Reports: Fixed issue where Pre-Participation Form Data report wasn’t working correctly
- Improved loading times and UI when adding patients to an organization from the patient’s profile for large providers
- Fixed issue related to setting a calendar time block outside of the calendar’s time settings
- Fixed issue where deleting a self-scheduling calendar would not remove access via URL
- Fixed network error related to creating a calendar with a URL already in use
- Fixed issue where document notifications weren't being generated for new users
- Fixed issue where scheduled event wasn’t displaying on calendar when the end time was the same as the calendar preferences
- Fixed issue where when a provider user was invited as a provider and an additional entity (patient, org, team) before they accept the invitation, the provider was unable to be removed
8/14/2024:
Web Release Notes
- Usability Enhancements:
- Added 15-minute countdown timer on self-scheduler
- Updated language around import upload queue
- Bug Fixes:
- Improved date of birth validation when adding a new patient
- Fixed issue related to correct permissions being granted between the web and app for primary users
- Fixed issue where the Form Components toolbar was not scrolling with the page
8/12/2024:
Mobile App Release Notes
Version 6.8
Usability Enhancements:
- Refactored pending encounter kiosk patient search
- Messaging contact options now match across groups/directories/contacts
- Made improvements around recovering from a failed save for incident reports and referrals
Bug Fixes:
- Fixed issue related to required background question validation
Other:
- Android app will now target Android 14 and higher
8/07/2024:
Web Release Notes
New Features:
- Manage Invitations - from your Organizations tab, you can now manage pending invitations for anyone within that organization
Usability Enhancements:
- Problem timeline now exports using user’s time zone instead of UTC
- Datalys - Return Date submission mapping updates
- When parent/guardian or patient is selected when inviting a user, “primary user” is auto-checked
Bug Fixes:
- Fixed issue where access code/security questions were sometimes getting stuck in a perpetual loop
- Fixed issue where signature request email was not rendering on mobile Safari
- Fixed issue where trying to load the messaging directory was causing a page crash
- Fixed issue where removing an attachment from a Referral wasn’t actually removing the attachment
- Fixed country code validation length for Portugal
- Fixed issue related to document summary report export incorrectly showing documents as completed
July:
7/25/2024:
Mobile App Release Notes
Version 6.7.0
Usability Enhancements:
- Improved messaging refresh, paging, and search
- Standardized background question answer date/time formatting
- Added better error handling
- Added internet connectivity messaging to alert users when their connection may not be working
Fixes:
- Fixed notification badge icon issues
- Fixed issues relating to document scanning uploads
Other:
- Waiting Room: added patient name to kiosk chat
7/24/2024:
Web Release Notes
New Features:
- Manage Invitations - from your Organizations tab, you can now manage pending invitations for anyone within that organization
Usability Enhancements:
- Providers can now toggle admin/primary status from manage care circles
- Added ability to archive chat groups created by user
- If patient or parent/guardian is selected when adding a user, the “primary user” box is autochecked
Bug Fixes:
- Surveys are now filtered out from Document lists
- Fixed admin provider users paging issue
- Fixed issue where deleted calendars were still showing up in provider user’s availability dropdown
- Fixed issue where users could not download clinical summary reports when patient had quotation marks in their name
- Fixed issue related to organization “All” filtering on encounter data source
- Fixed issue related to archived patients and background questions from the org the patient was archived from
- Fixed validation error related to conditional background questions
- Fixed Issue where primary users were having to accept sharing for themselves before being able to view via app
- Improvements for getting list of Provider Users- Admin tab & Schedule tab (calendar not populating)
- Fixed issue where duplicate permission was being created when user already had direct access to entity
7/10/2024:
Web Release Notes
- Introducing Reporting 2.0!
- Use templates to customize your data
- Create dashboards to show everything in one place
- And more!
Usability Enhancements:
- Added “Expiration Date” sorting option to Document Management list
- Admin provider users can now copy existing forms in the form builder to duplicate and manage
- Added “Created On/Last Login” fields to provider engagement by provider user data sources
- Added Clinical Summary data source
Bug Fixes:
- Fixed issue where pressing enter while trying to merge patients would close the merging screen
- Fixed issues related to incomplete registrations
7/08/2024:
Mobile App Release Notes
Version: 6.6.1
Usability Enhancements:
- Filter preferences are now stored between logins
- Note: If you deauthorize your device, the preferences will be cleared
- Added a “Go to Care Group Conversation” button to the patient details screen for providers to have easy access to that patient’s care circle message
Fixes:
- Users with incomplete registrations are now able to log in
June:
6/21/2024:
Web Release Notes
Bug Fixes:
- Fixed issue where Problem Timeline failed to load status update items
6/20/2024:
Web Release Notes
Usability Enhancements:
- Team Admins can now add patients that exist within an organization to a team even when the team admin doesn’t have org access
- Added “Title” to Admin Providers list
- Increased text area for rejected documents
Bug Fixes:
- Fixed issue where Events datasource wasn’t filtering by healthcare provider
- Fixed issue where provider was receiving SWAY integration email notifications when notifications are turned off - providers should make sure they have unchecked ‘receive problem email notifications’
- Sending an invitation now requires both first and last name which fixes a network error
- Fixed issue where form validation was preventing form from rendering
- Fixed issue related to loading document types that are assigned to >50 orgs
- Fixed issue where max length validation wasn’t showing for self-scheduling URL
- Fixed issue where provider resource tags weren’t working
Mobile App Release Notes
Version: 6.5.0
Usability Enhancements:
- Contact record is now created once a user has been messaged or video chatted
- Hid patient details and “contact athletic trainer” buttons from non-primary users
- Made improvements to speed up the process of approving pending encounters
Fixes:
- Fixed issue where patient list was getting cut off at the bottom
- Users should now be able to see “message” option when clicking on another user from directory menu
- Fixed issue where quick text wasn’t working for Notes
- Fixed capitalization for Courses notifications
- Fixed issue where scheduled encounters weren’t saving when no email was entered
6/11/2024:
Mobile App Release Notes
Version: 6.4.1
Usability Enhancements:
- Treatment Kiosk - Patients can now add encounters for multiple body parts in one session
- Waiting room now shows patient name on screen during active call
- Added “#” as a password character option
Bug Fixes:
- Fixed issue where “Password Reset” button was not working
- Fixed issue where when approving a pending encounter, the pop up success message wasn’t disappearing
- Fixed paging issue related to treatment kiosk mode
- After logging in after inactivity, the Log Out countdown pop up no longer shows up
- Message notification count is now updated correctly when message is received while on conversation page
- Fixed issue where creating an emergency contact with permissions wasn’t actually granting primary user access
- Fixed issue where user would be logged out after accepting an access code invitation
- Fixed issue where adding a reason for rejecting a document will work
- Fixed issue where users couldn’t add a new version to an expiring document
- Fixed issue where users were unable to edit permissions for newly added group members on existing groups
- Fixed issue where an error was occurring when opening incident reports with date related background questions
- Looked into issue around getting an error when scanning documents
Other:
- Fixed side margins related to Messaging - Contacts and Groups
May:
5/29/2024:
Web Release Notes
Usability Enhancements:
- Updated provider engagement data sources to allow non-provider admins to see their own metrics
- Changed wording for removing/archiving patient from org to be more clear - specifically, we added the patient’s name to the message so it’s clear that [Patient Name] is being removed/archived from [Org Name]
- Added document instruction visibility on a patient’s document screen
- Users can now upload more than one file at a time
Bug Fixes:
- Date of Birth no longer defaults to today’s date when adding a new patient
- Fixed issue where Organization level users were showing under “Direct Access” instead of “Inherited Access” on a patient’s users tab
- When adding a Document Type, Instructions/Description, you are now warned if you type over 500 characters
- Fixed issue where documents were unable to be completed on mobile web browsers or Firefox
5/28/2024:
Mobile App Release Notes
Version: 6.3.3
Bug Fixes:
- Fixing bug where user can still swipe to navigate back while the app is in guided access mode and pinned to a form
5/20/2024:
Mobile App Release Notes
New Feature:
- Added Guided Access Mode support to Documents
- Provider users can now enter guided access mode on a patient’s document and after the document has been completed, the screen will show the form is completed and to leave guided access mode in order to use the rest of the app again
Bug Fixes:
- Phone number is no longer showing as a required field on Patient Details screen)
- Fixed various Android notification issues
- Fixed navigation issue related to adding a new problem to a pending encounter
- Messages are now marked as viewed while on discussion screen (note that this does not yet address the notification count)
- Fixed issue where resources weren’t able to be viewed/added to timeline entities
Usability Enhancements:
- Improved logic around document permission dropdown
- Upon Document Creation:
- Documents with no document type will always allow selection of privacy level
- Documents with a document type will use default privacy level
- After creating the document, provider users can “Edit Document” to change privacy
Web Release Notes
Web Release NotesUsability Enhancements:
- Adding Referrals: Address fields are now visible when choosing a Facility
- Increased character limit for names of Referral Healthcare Orgs, Facilities, and Providers (500 characters max)
- Provider Admins can now toggle on/off Treatment Kiosk Mode from Admin → Healthcare Provider → Features
- Treatment Kiosk Mode is now defaulted to ON for all new accounts
- Notes: When inserting a fillable template, the bracketed placeholder text is now easier to replace
- Country code flags are US by default
5/6/2024:
Web Release Notes
New Feature:
- Providers can now sort by “Last Status Update” on the Active Problems page
- This will sort the patients by when the most recent status update was added
- This should be beneficial for customers who have been asking for a way to both quickly access both the problems they’ve most recently been working on and to see who hasn’t been updated in a long time
- Shout out to Shannon for implementing this feature!
Usability Enhancements:
- Added 60 and 90 days as options for self-scheduling appointment max
- Notes Editing: the pinned window setting on the notes editing control is now persistent, so whatever view you select will be what shows up in the future
- Updated scheduled encounter notification emails to differentiate between new scheduled encounters and updates to existing scheduled encounters
Bug Fixes:
- Fixed issue where avatars on the admin provider list were showing the incorrect avatar
- Added back “Submitted On” date to Datalys submission log
- Fixed issue where deleting a problem status was not reverting to the previous status
5/6/2024:
Mobile App Release Notes
Version: 6.2.1
Release Notes:
- Fixed issue where uploading a document with an “other” document type would sometimes lead to a crash
- Fixed issue where
- kiosk was duplicating pending encounters
- Fixed issue where some pending encounters were causing an error
Usability Enhancements:
- Improved survey result saving