OVERVIEW OF UPDATES

Additional Locations - Schedule Across Multiple Locations

As part of our commitment to enhancing user experience and operational efficiency, the PracticeEHR team is excited to introduce the Additional Locations Functionality in Provider Scheduling, a robust feature that allows users to create and manage one schedule across multiple locations using a new Additional Locations option during schedule setup. This streamlines scheduling workflows by reducing duplicate schedules and ensuring appointments created for additional locations are automatically treated as Telehealth (TeleVisit).

Navigation

Scheduling → Schedule → Create New Schedule

What's New

• Create one schedule for multiple locations

When creating a new provider schedule, users can select one or more Additional Locations. The schedule will be treated as available for the primary location + selected additional locations.

• Telehealth is enforced for additional locations

If an appointment is created under an additional location, it will automatically be a TeleVisit, and users cannot change it to an Office Visit.

When creating a new schedule, you'll see a new Additional Locations field where you can choose one or more extra locations.

• Choose the location when Scheduling

When you open the calendar for that provider/schedule:

• • The Location drop-down becomes available

  • You can select:

    • The primary location, or

    • Any additional location you added

Appointments will be created under the location you select.

 

What Appears in the Drop-down

The drop-down is populated with Location short names for all locations where:

Place of Service (POS) Code = 2 or 10

  

Important Note About Visit Type (Auto-Handled)

Additional locations are Telehealth-only

If you select an additional location while creating an appointment:

• TeleVisit is automatically selected

• You cannot change it to Office Visit

This ensures the right visit type is always applied without extra clicks or mistakes.

 

What's New for End Users

Time zone is included in the appointment email

If the appointment is booked under an Additional Location, the email notification will include:

• The scheduled appointment time, and

• The Time Zone for the selected Additional Location

 

AI Agent Automation Fallbacks for Messaging & Calling

As part of our commitment to enhancing user experience and operational efficiency, the PracticeEHR team has upgraded the fallback mechanisms within PracticeEHR's AI Agent automation to provide greater flexibility and control over how fallback notifications are handled.

Previously, when an automation triggered a fallback action (Message, Call, or Call Staff), Call Staff notifications could only be routed to one static practice-level phone number. With this update, fallback routing is now more granular and configurable, helping ensure the right team member is reached based on the situation.

What's Improved

1. Granular Routing

You can now configure specific routing numbers per notification/automation trigger, rather than relying on a single global phone number.

2. Per-Notification Logic

Different automation cases can now notify different departments or staff members, depending on the context—so critical calls don't all funnel into one shared line.

3. Enhanced Reliability & Faster Response

By directing Call Staff fallbacks to the most appropriate contact number, practices can improve:

• Response times

• Operational efficiency

• Overall reliability of automation outcomes

What Clients Need to Know

• No migration required. Existing clients will continue using their current single-number routing by default.

• Practices can now optimize their staff notification settings by configuring fallback routing at a more detailed level.

USCDI v3 Certification Fields Enhancements

To support USCDI v3 certification requirements, PracticeEHR has introduced new structured data fields across key workflows. These enhancements strengthen standard documentation, improve data completeness, and ensure teams can consistently capture certification-required elements during routine clinical and administrative processes.

Impact & Key Benefits

• More consistent documentation across staff and providers

• Better reporting readiness with certification-aligned structured fields

• Improved interoperability by reducing free-text-only documentation

"Fill Status" in Medication

A new Fill Status field is now available to document whether a prescription was fully dispensed or involved a partial fill scenario.

Navigation

Medication → Medication Grid → Drug Extra info → Fill Status

Fill Status & Definition

Fill Status	Definition
Dispensed	The prescribed medication has been provided to the patient in full (i.e., the complete quantity for the fill was issued/fulfilled).
Partially Dispensed	Only part of the prescribed medication quantity was provided to the patient; the remaining quantity is expected to be dispensed later (e.g., due to limited stock, payer restrictions, or partial-fill workflows).

Why It Matters

Enables more accurate medication documentation and supports certification-aligned medication records.

"Discharge Status" in Encounters

A new Discharge Status field has been added to capture patient discharge disposition using standardized discharge status values.

Navigation

New Encounter/Visit Encounter → Visit Detail → Discharge Status

 

Why It Matters

Improves consistency in encounter documentation and supports compliance and reporting needs tied to discharge disposition.

"ICD Code" in Facility Referrals

A new ICD field is now available within Facility Referral to document the diagnosis associated with the referral.

Navigation

Visit → Plan Section → Patient Referral → Facility → ICD Dropdown

 

Why It Matters

Strengthens referral documentation by ensuring the clinical reason for referral is captured in a structured format.

"Address From Date" & "Address To Date" in Demographics

Two new fields have been added to support historical address tracking:

• Address From Date

• Address To Date

Navigation

Patient → Demographics → Extra Info → Address From Date & Address To Date

Why It Matters

Improves accuracy when documenting prior address history for patients.

Sex Field Drop-down Update "Asked but Declined" (New Option)

A new selection has been added under Sex to support cases where a patient declines to provide this information.

Navigation

Patient → Demographics → Sex Drop-down → Asked but Declined

 

Why It Matters

Supports certification-required handling of patient-declined demographic responses while maintaining documentation completeness.

Relationship to Subscriber & Source of Payment in Insurance

Relationship to Subscriber

A new field is available to record the patient's Relationship to Subscriber.

Navigation

Patient → Insurance → New Plan → Relation to Subscriber

 

"Source of Payment" in Patient Insurance

A new Source of Payment field has been added using standardized values to support consistent payer-related documentation.

Navigation

Patient → Insurance → New Plan → Source of Payment

 

Why It Matters

Improves the quality of coverage documentation for operational use, reporting, and certification-aligned data capture.

USCDI v3 Compliance Importance

These updates introduce certification-aligned data elements across key clinical and administrative workflows to support USCDI v3 compliance. By enabling structured capture of required information at the point of care, PracticeEHR improves documentation consistency, strengthens data integrity for reporting, and enhances interoperability readiness without disrupting existing practice workflows.