When searching for a patient, the information you've entered in the search field now remains when you switch between patient search criteria such as First Name, Last Name, and Email. This means if you've entered information but realize you need to search by a different field, you no longer have to retype everything from scratch.

We've enhanced how the task panel works when viewing and managing existing tasks. You can now pop out and resize the task panel, so it does not block important information in the patient chart.

To pop out the task panel, click the View in popup icon in the top-right. From here you can resize and reposition it.

A new Address Book Hygiene Support dashboard is now available to help you maintain organized and accurate contacts in your address book. The dashboard identifies duplicate entries by fax number, making it easy to see incomplete records and inconsistent naming conventions that may have led to duplicates. Keeping your address book clean improves clinic workflows and ensures reliable integration with services like PrescribeIT®.

It also shows all your contacts with helpful details including how many patients have each pharmacy set as their preferred location, making it easy to prioritize which records need attention.

For more information, refer to Address Book Hygiene Support analytics dashboard.

For all clinics using the CHR AI-powered inbox, incoming documents are now automatically categorized for all provinces, making it easier to manage busy inboxes. When documents arrive in your inbox through fax, scanning, or electronic delivery, the system automatically analyzes and assigns a category to each one - such as Lab, Diagnostic, Report, Referral, or Communication.

Your inbox has a Category column where all scanned documents, faxes, and labs are automatically categorised. To view specific document types, use the Category filter.

📌Note: When you reassign an inbox item to another user and select Notify New Owner, the system automatically carries over the category that was assigned to the original item. You can always manually change the automatically assigned category.

For clinics using the CHR AI-powered inbox, when the system cannot find a matching patient, you now have clearer options to reduce the risk of creating duplicate patient charts.

In the Matched patient results, the unmatched patient is now highlighted with a yellow background and a Review Required badge appears beside the patient’s name.

To search for an existing patient before creating a new chart, you can now click Search for patient. When you select a patient through this search, the document pages are automatically assigned to that patient. Alternatively, click Create a new patient chart to create a new record.

For more information, refer to CHR AI-powered: Managing incoming documents.

For clinics using the CHR AI-powered writing tool, the Make point form option now creates more organized and meaningful lists from your notes.

Previously, when you converted text to point form, the system would break sentences into separate lines while keeping them fully worded. Now, the CHR organizes information under relevant headings and converts sentences into concise bullet points.

For clinics with role-based access control (RBAC) enabled, the Connect App permission now controls access to the Connect App settings, Patient Portal settings, and the Scheduling setting > Extras tab. Previously, the Scheduling settings permission controlled the Scheduling setting > Extras tab.
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For more information, refer to Role permission options (role-based access control).

📌Note: New CHR versions are released on a regular bi-weekly schedule. However,there are times where a fix is released prior to the next scheduled release. These off-schedule release fixes are documented separately in the off-schedule release notes.