Introducing Pylon In-App Support: Seamless Help Center Search, AI Assistance, and Ticket Submission
Users can now search the Help Center, chat with Herbert AI, or create a support ticket directly from within Canvas. Read more here
Release Notes
Check out the latest features and fixes for Canvas. This page covers releases beginning in December of 2023.
Patient Portal login - Standardize Username and Email Formats
Patient portal username and emails for login will be case insensitive and automatically trim whitespace.
Add ability to filter by date range and “Select all/clear” for Staff for patient timeline filter
Users can “Select all/Clear” on Staff and to include a specific date range to make it easier to configure and filter for specific notes on the Patient Timeline view. Users must now click “Apply” for the filter for all filter preferences to be applied to the timeline view. See more in our help center here.
Move Uncommitted Commands to a New Note
Users can now transfer uncommitted commands to a new note, making it easier to preserve precharting work. Read more in our help center here.
Bug fix when using FHIR Search parameters that allow for a code|system to be passed
Various FHIR endpoints allow for searching by a coding. This release ensures when searching by these codings, it follows the correct FHIR token logic. This includes the following endpoint search parameters: Appointment.appointment_type, CarePlan.category, DiagnosticReport.category, DiagnosticReport.code, DocumentReference.category, DocumentReference.type, Observation.category, Observation.code, QuestionnaireResponse.questionnaire.code, and QuestionnaireResponse.questionnaire.item.code.
Search by external identifier for FHIR Appointment API
FHIR Appointment API added a query parameter to allow users to search by external identifiers. See here for more information.
Add Fax Event History to Data Integration and Letters
Users can view the Fax Event History for documents faxed from Data Integration and in the Letter footer. See more in our help center here.
Search by Fax ID and filter by fax delivered status in Admin Settings
In Settings > Secure faxes, users can search by fax ID. “Success” column is replaced by “Delivered by fax” column so users filter and view faxes that were successfully delivered or had errors in delivery.
Upload and manage insurance card images in the Coverage modal
Users can upload insurance card images from their desktop directly in the Coverage modal in addition to the Canvas Remote App. Users can also delete the front and back images. In Constance config, the variable name was changed from COVERAGE_CREATE_WITH_QR to COVERAGE_DEFAULT_QR_SCAN_MODAL. See more in our help center here.
Migrates Legacy Commands to the SDK
We have implemented a function that converts legacy commands to SDK commands as users scroll through the timeline and load historical notes. Only commands enabled within an instance will be converted. This will allow plugin developers to interact with these historical commands. We intend to do a full migration in the future.
Write Labs Via the FHIR API
We have added the ability to add lab reports and associated values via our FHIR DiagnosticReport endpoint. Read More
SDK Commands Enabled for All Customers
The SDK refill, vitals, change diagnosis, snooze protocol, immunization statement, physical exam, and review of systems commands have been released to all customers (GA). Current status of commands can be found here.
Login to Patient Portal via Username and Password
Patients must now log in to the portal via username and password. A new section has been added to the profile to manage portal users (if you leverage the Canvas Patient Portal). Read more
Fixes Refreshing of Content Within SDK ROS Command
Fixes an issue where content added to a toggled-on section would disappear after toggling the section off and back on. The behavior now matches legacy functionality.
Fixes Missing Appointment Details in Portal Reschedule Flow
Fixes a bug that prevented original appointment details from carrying over when rescheduling an appointment in the portal.
Fixes Command Edit Handling After Origination Events
Resolves an issue where command edits made in response to an origination event were incorrectly handled.
SimpleAPI Session Authentication
When serving HTTP requests from your SimpleAPI handler, you can now use Canvas session information to authenticate your endpoints.
This allows you to restrict requests to only logged in users, or be even more specific in your authorization by limiting certain requests to just patients, just staff, or based on any information specific to that logged in user.
Using this will allow you to create and serve responses that are aware of who the logged in user is.
See SimpleAPI Authentication Options for more details.
IFrames can now request the camera permission
If you launch iframes from a plugin, you can now request the camera browser permission in your CANVAS_MANIFEST.json via the url_permissions structure.
See Additional Configuration to the LaunchModalEffect for more details.
Plugins can know what instance they are executing on
Plugins can now know which instance they are being executed on via the self.environment dictionary available in event handlers. As an example, if a plugin is being executed on the canvas-test.canvasmedical.com instance, self.environment would look like:
{
"CUSTOMER_IDENTIFIER": "canvas-test"
}
But if the same plugin was executed on the canvas-staging.canvasmedical.com instance, self.environment would look like:
{
"CUSTOMER_IDENTIFIER": "canvas-staging"
}
Fix Scheduled Events created via FHIR from making a timeline chart entry
Previously when creating a FHIR Appointment using a scheduled event type, if a patient was supplied it was creating a note on the patient’s timeline. This fix will make the scheduled events created via FHIR behave similarly to events created directly in the Canvas UI and not create a timeline note.
Faxing with SFax will surface max length exceeded errors
SFax restricts the recipient name of the fax to only 75 characters. This fix will ensure the user will get a helpful error message when max length is reached.
Fix Assess Coding Gaps Entered in Error (EIE) workflow
Previously, when Assess Coding Gaps were EIE, the downstream actions were not rolled back. With this fix, when a Assess Coding Gap is EIE, the associated condition created from the coding gap will be removed from the patient summary and the billing footer as long as the associated condition itself has not been assessed.
Lab/Imaging/Consult/Uncategorized Clinical reports from Data Integration to display as Clinical date as date and not datetime
When users upload and manually associate a Lab, Imaging, Consult, Uncategorized Clincial reports in Data Integration (DI), users enter in a date for Clinical Date. However, on the patient chart, these reports were displaying this information as a datetime, with the time always showing as midnight. This change will now show the information as a date. Reports that are electronically ordered or do not pass through DI and POC tests are not impacted by this change and will continue showing as datetime.
Fix error when changing the coverage on a claim with a copay
For claims with a copay, this release will fix an error users were seeing when trying to change the coverages associated to the claim.
New setting to enable Canvas Chat
A new constance config ENABLE_CANVAS_CHAT allows organizations to enable or disable Canvas Chat for their EMR instance. By default, the setting is set to TRUE.
Carry Forward the Assess Conditions Command
The Assess Conditions Command supports the option to “Carry Forward” the last recorded response from the command triple dot menu.
Updates Delegated Command Status Without Refresh
Refer and image commands will now update with a completed status once the associated task is marked as complete without refreshing the chart.
Fixes Commands Added via Protocols
This work fixes a bug that prevented SDK image and refer commands, added via workflow kit protocols, from including all specified fields.
Updates Scheduling in the Portal
The following updates have been made to patient portal scheduling flow:
- Improves mobile responsiveness.
- Ensures original appointment details carry into rescheduling flow.
- Allows patient to navigate through weeks when looking for available slots.
- Highlights search button when required fields are fulfilled.
Removes Duplicate Conditions
Fixes a bug that caused conditions to be duplicated in the My Health section of the patient portal.
Fixes Updating Pharmacy via Plugins
Previously, the edit effect incorrectly set the pharmacy field to the ncpdp_id instead of the full pharmacy structure from the pharmacy service, causing a command error on reload. This has been fixed.
Adds Support for Path Patterns in SimpleAPI Handler
Endpoints can now use path patterns with <> syntax to define dynamic parameters. Matching requests are routed based on definition order within the same handler class, preventing conflicts with exact match routes. Read more
Promotes Active Conditions within Indication Search
Active conditions will now appear first in the indications search within the SDK refer, prescribe, and image commands.
Ability to add and edit patient suffix in the Canvas UI
Users will now be able to add and edit patient suffix in the patient profile demographics, which was only previously available via FHIR API.
Fixes duplicates when creating new Coverage
Fixes a bug that created multiple Coverages on the Patient profile when a user clicked Done multiple times in succession.
Fixed permissions for chart PDF generation
Users with Printing Access are no longer required to have “add patient” permissions to generate the chart PDF.
Upgrade PDFTron for PDF annotations
PDFTron was upgraded to v11. This upgrade updates the view and menus when adding PDF annotations.
PDF annotation keyboard shortcut for Date
When annotating a PDF, users can use the keyboard shortcut d to quickly add a date. The shortcut will default to today’s date, with a date picker option to select another day.
Claims to respect the payer specific fee schedule when CPT codes are added
Claims will respect the payer specific fee schedule when payer specific charges are added to CPT codes.
Update FHIR Observation API when no code exists
FHIR Observation API will no longer throw an error when no code exists due to an incomplete questionnaire scoring result.
Add ability to “Select All / Clear” for Note types for patient timeline filter
Users can “Select all / Clear” on Note Types to make it easier to configure and filter for specific notes on the Patient Timeline view.
Hide Fax Event History modal for sFax
Fax event histories event are only surfaced for customers using Documo. To prevent confusion, this modal will be hidden for customers using sFax.
Default Assess Coding Gap into header
From the Patient Summary, when as user clicks Assess for a specific coding gap, the command header will now default select that coding gap. Previously, users needed to select from a dropdown of available coding gaps.
Allow FHIR Claims to have custom queues
To better accommodate organization specific billing and revenue workflows, users can now create custom queues in Settings. Furthermore, users can move claim between custom queues using the FHIR Claims API.
Use the modified date the first time the condition was assessed
When a condition was resolved, the printout was incorrectly displaying the modified date as the the conditioned resolved date for the assessed diagnoses. The fix will now show the modified date oof the first time the conditioned was assessed.
Update FHIR Claim API schema for No Show
FHIR Claim API will no longer throw an error for No Show codes in the note footer that do not contain a description.
Updates Change Diagnosis Command
The SDK change diagnosis command has been updated to match existing behavior:
- Search by ICD-10 code
- The collapsed layout includes completed fields
Allows Multiple Action Buttons in Note Header and Footer
The note header and footer now support multiple action buttons. The note header action button has also been updated to appear more visually like a button. Read more.
Fixes Lab Order Recommendations for Electronic Labs
Lab order recommendations now correctly display the Send button in the new SDK command when the lab partner has electronic ordering enabled.
Filters Expired ICD-10 Codes
The following SDK commands will no longer include ICD-10 codes with historical end dates:
- Image
- Refer
- Lab Order
- Diagnose
- Change Diagnosis
- Create Coding Gap
- Assess Coding Gap
Adds Banner Alerts to Data Module
Plugins now have access to Banner Alerts through the SDK Data Module. Read more.
Developer API framework support for form data
The developer API framework, SimpleAPI, now has helper methods on the request object to parse request bodies with content types of application/x-www-form-urlencoded and multipart/form-data. Read more.
Multiple Account Payment Routing (Beta)
Customers can now configure payment routing directly to specific accounts when using Stripe Connect. This feature is ideal for managing multiple business entities or payment workflows, ensuring funds are directed correctly and securely. For more information, reach out to Canvas Support for further assistance.
Add Staff Contact Points to Data Module
Added the StaffContactPoint model to the Canvas SDK, allowing retrieval and filtering of staff by an contact points such as email and phone numbers. Read more.
Fixed Failing Report Jobs
Fixed an issue where report jobs were failing with “Excel does not support timezones in datetimes”
Updated UI Permissions for Schedule Printing
This fix ensures that all users with print access can successfully print the schedule.
Coding Gaps information modal
For those with Coding Gaps enabled, clicking on a validate coding gap from the patient summary will launch an information modal that will display the coding gap ICD-10 description and code, validated date and time, user that committed the command, note, and any linked resources (if present). Read more in our knowledge center
Saved Payment Methods
For customers using an integrated Stripe connection, we’re pleased to introduce the Saved Payment Methods feature. Patients can now securely store a card on file (with their consent), enabling faster and more convenient payment collection. All card data is safeguarded by Stripe’s PCI-compliant infrastructure, ensuring a safe and efficient billing workflow. For setup details or questions, please refer to our documentation or contact Support for further assistance. Read more in our knowledge center
Add Appointment External Identifiers to Data Module
Added the AppointmentExternalIdentifier model to the Canvas SDK, allowing retrieval and filtering of appointments by an external identifier. This allows for seamless integration in and out of canvas while managing appointments. Read more.
Updates Commit Button for Electronic Orders
We’ve updated the commit button on the SDK lab order, prescribe, and refill, and adjust prescription commands to a split button. Now, there are two disctinct clickable areas. Clicking the main button will commit the command instantly (sending or saving the order), while the dropdown lets you choose alternative actions. The action will always default to send if an electronic lab or pharmacy is chosen.
Reduces Emission of Unecessary Model Update Events
We’ve reduced unnecessary model update events by suppressing cases where the only detected change is a modified timestamp. This prevents updates from being triggered when no meaningful data has changed
Fixes Deadlock and Race Condition in Plugin Deletion
We’ve resolved a deadlock and race condition that occurred when deleting plugins in admin. Previously, a timing issue caused the system to attempt reloading a deleted plugin, leading to installation failures and an indefinite wait state. This fix ensures plugin deletions occur without conflicts.
Adds Developer API framework
We’ve added a developer API framework to plugins, which allows developers to define HTTP APIs on their Canvas instance. Read more.
Adds Landing Page to Patient Portal
We’ve added a default landing page to the patient portal. It can include an appointment section for beta participants and a quicklink to messaging. The page will also be customizable via Plugins.
Adds Support for Microphone Access and allow-same-origin Permission in Iframes
We now support plugins that embed URLs via iframes to request microphone access and the allow-same-origin sandbox permission, enabling iframed content to access browser cookies associated with the iframe’s URL. Read more.
Adds Support for Moving New SDK Commands
We fixed a bug that prevented users from moving uncommitted sdk commands, specifically the new commands which were not migrated from our previous framework.
Fixes Firing of NOTE_STATE_CHANGE_EVENT_CREATED
Fixed an issue where we were failing to emit the NOTE_STATE_CHANGE_EVENT_CREATED event. These events now fire with the note_id, patient_id, and new note state in the event context.
Updates task due date timezone
Fixes an issue where some tasks were not showing up on their expected due date because of the timezone difference between data entry and database store.
Fixes Google Calendar sync issue
Resolved a bug where recurring events in Google Calendar were not syncing correctly with Canvas
New Fax Integration with Documo
Canvas has implemented a new faxing integration with Documo, which will enhance the reliability and tracking of outbound faxes. This integration includes:
- Improved transmission speeds
- Enhanced reporting and audit tracking
Status Audit Modal for Commands and Notes (Documo Only)
We’ve introduced a new fax status audit modal for:
- Command-based faxes (e.g., refer, imaging, and lab orders)
- Note-based faxes
This enhancement provides greater visibility into fax transmission statuses, making it easier to track the progress and troubleshoot issues.
Current Sfax customers will be gradually transitioned to Documo
Expect direct contact from the Canvas Customer Experience team to coordinate your migration. There will be no immediate impact on your faxing operations during this transition.
If you have any questions or need assistance, please reach out to Canvas Support.
Support for SNOMED and Unstructured Codes in Instruct Commands
Instruct commands can now be originated using SNOMED or unstructured codes. This work includes a breaking change. The instruction field has been renamed to coding. Please update implementations accordingly. Read more.
Originate Refill Commands Using Plugins
Resolved an issue that prevented the refill command from being originated through plugins.
Fixes Lab Partner Assignment in LabOrder Command
Resolved an issue that prevented setting a lab partner by name or as None when originating a LabOrder command via plugins.
Adds Imaging Order, Refer, Resolve Condition, & Adjust Prescription Commands to SDK
Added support for the Image Order, Refer, Resolve Condition and Adjust Prescription commands in the Canvas SDK. These commands can now be originated and updated via plugins. Read more.
Adds Billing Line Items to Data Module
Added the BillingLineItem model to the Canvas SDK, allowing retrieval and filtering of billable codes linked to patient notes. This update enables users to access billing line items, retrieve associated modifiers, and filter by attributes like status and charge amount. Read more.
Adds New Effect Classes for Billing Line Items
Introduced new effect classes— AddBillingLineItem, UpdateBillingLineItem, and RemoveBillingLineItem —to support creating, modifying, and removing billing line items programmatically.
Performance Upgrades
This release includes performance improvements for users of the EMR UI, the Fumage FHIR API, and the SDK:
- Eliminates extraneous database queries slowing down Fumage GET requests for QuestionnaireResponses
- Optimizes detection of data changes which trigger plugin events
- Speeds load time of automations, which will result in a faster initial page load time, especially for heavy users of automations
- Improves runtime performance of automations, which will result in faster execution of automations
Update Type to Dispense via Plugins
Fixed a bug that prevented prescribe’s “Type to Dispense” field from being updated via plugins.
Adds RIGHT_CHART_PANE_LARGE Target to LaunchModalEffect
Added a new target RIGHT_CHART_PANE_LARGE to LaunchModalEffect, allowing the use of a wider right chart pane.
Improves ICD-10 Code Search in Plugins
Improved ICD-10 code search by automatically removing periods and whitespace when searching via plugins.
SDK Follow Up and Resolve Condition Commands Available for Beta Testing
The SDK Follow Up and Resolve Condition commands are now available for beta testing. Read more.
Fixes Issue Causing Edits to Remove Existing Values
Fixed an issue that was causing edits made via plugins to remove already set values within commands. Updates will now only impact the fields added or changed.
Adds Support for Setting Lab Vendors and Tests via Plugins
Implemented a feature that allows setting lab vendors and lab tests when editing a Lab Order via plugins.
Adds Drug and Allergy Interaction Check to Medication Statement Command
When documenting a historical medication using the Medication Statement Command, Canvas will perform and display the drug to drug and drug to allergy checks within the command.
Fixes StopMedication Command Origination from SDK
Fixed an issue where the StopMedication command origination was not working when originated from the SDK.
Adds Support for Installing Questionnaires via Plugins
Developers can now create and install questionnaires using plugins and no longer have to rely on using the pre-existing questionnaire loaded in admin. Read more
Adds RFV to Data Module and Validation to RFV Effect
We have updated ReasonForVisitSettingCoding to be externally identifiable and added it to the Data Module. We have also updated the RFV effect and interpreter to allow the usage of ReasonForVisitSettingCoding within the command and added validations to ensure the values passed to the coding field are valid.
Fixes Diagnose Command ICD-10 Code Validation from SDK
Fixed an issue where the Diagnose command was not accepting valid ICD-10 codes when originated from the SDK.
SDK Follow Up Command Available for Beta Testing
The SDK follow up command is now available for beta testing. Read more.
Cursor Focuses when Adding Non SDK Commands
Your cursor will now autofocus to the first field within a command when adding non SDK commands to the note. It will not jump if added by plugins or automations.
Fixes to Uncategorized Document Review command display
Updates to the Uncategorized Document Review command display include: better document name view and selection, using document clinical date, and enforcing 2048 character limit on for comments.
Fixes duplicate appointments when booking new appointment
When booking a new appointment, the Book button will be disabled while the appointment request is being created so that only one appointment will be scheduled. Previously, the Book button remained active, allowing the user to create duplicate appointments.
Fixes display of long task labels
Users can more easily search, view, and assign labels with long text to tasks and claims.
Surface Encounter and Note IDs in FHIR Claim Read and Search endpoints
Note and Encounter IDs are available for FHIR Claim Read and Search endpoints. See FHIR Claim
Fixes data entry error for when adding a new Data Integration document
Fixed a bug where some users were erroneously receiving the error Some values might be missing or incomplete when adding a new Data integration document.
Fixes Coverage free-text comment display
Improved the display when viewing or adding long, free-text comments to Coverage.
Audit Modal for Documents via Data Integration
Document cards in both the panel view and chart now show:
- Created By: Who originally created the document.
- Assigned By: Who last assigned the document.
- View History: Click the “View History” link on a document card to see detailed information about its creation and assignment.
Adds Teams to Data Module and Task Assignment Support
The Data Module now includes Teams, allowing access to team-related information within the SDK. Additionally, a new argument has been added to support assigning a team to a task. Read more.
SDK Refer Command Available for Beta Testing
The SDK refer command is now available for beta testing. Read more.
Adds Real-Time Updates for Key Command Events
Real-time updates have been added for originate, update, commit, delete, and enter in error events across the following commands:
- Allergy
- Cancel Prescription
- Educational Material
- Imaging Order
- Immunization Statement
- Immunize
- Refill
- Remove Allergy
- Snooze Protocol
- Task
- Update Diagnosis
- Update Goal
- Vitals
Adds Events for CANCEL_PRESCRIPTION, SNOOZE_PROTOCOL, and UPDATE_DIAGNOSIS Commands
Missing events for the CANCEL_PRESCRIPTION, SNOOZE_PROTOCOL, and UPDATE_DIAGNOSIS commands have been added. Read more.
Fixes Automation Bug for SDK Lab Order Command
Fixed a bug that caused automations with Health Gorilla Connected Labs to default to save rather than send when using the SDK lab order command.
Adds Parallel Execution Method to Http Utility in Canvas Plugins
The Http utility in canvas-plugins now includes a new method that enables executing HTTP requests in parallel, improving efficiency and performance. Read more.
Adds --force Option to Canvas CLI Uninstall Command
A new --force option has been added to the Canvas CLI uninstall command. This allows users to forcibly uninstall a plugin regardless of its current status.
Adds Plugin Effect Interpreters for Edit Command Effects
Plugin effect interpreters have been added for all Edit command effects, enabling plugins to process and respond to these effects consistently.
Adds Delay Before Emitting PLUGIN_CREATED and PLUGIN_UPDATED Events
When a plugin is created or updated, we emit the PLUGIN_CREATED and PLUGIN_UPDATED events. These events were firing immediately, which means the plugin likely wasn’t installed at the time the event was emitted. This change introduces a delay before emitting these specific events, which should make this problem appear less frequently. A more durable fix will be implemented in the future.
Fixes Cursor Focus Bug in SDK Command Handling
Fixed a bug that caused the cursor to jump above an SDK command if a blank line was not present between commands.
SDK Task Command Enabled for All Customers
The SDK task command has been released to all customers (GA). Current status of commands can be found here.
Fixes SDK Prescribe & Refill Commands
Values within automations are now being passed correctly to the Surescripts message when using the SDK prescribe or refill commands.
Adds Patient Key to Event Context
The event context now includes the patient key for models related to a patient. The context follows the existing command format: {"patient": {"id": "thisisapatientkey"}}, ensuring consistency across the SDK.
Maintains Cursor Focus when Adding Commands
Your cursor focus will no longer auto advance as new commands are added to the note, via automations, or plugins. This prevents possible disruption when documenting. Non SDK commands will now require users to click or tab into the first field to begin documenting within them.
Fixes ValueSet Filtering in Plugins
Fixed an issue that prevented plugins from filtering models using ValueSets.
Fixes UpdateGoal Origination via Plugins
Resolved an issue where UpdateGoal commands were not originating correctly from plugins.
Adds Plugin Events for Patient Portal Appointment Requests
Plugins can now listen for and handle patient portal appointment request events, enabling scheduling rules. Scheduling via the portal is currently in beta.
Fixes Plugin Reload Issue
Fixed a bug that caused plugin reloads to yield outdated versions, ensuring plugins now reflect the latest updates immediately.
Enables Custom HTML in LaunchModalEffect
Plugins now support the usage of custom html (with template support) when using the LaunchModalEffect. Read more.
Adds Plugin Events for DetectedIssueEvidence
Plugin developers can now use events related to DetectedIssueEvidence, expanding the capabilities of issue tracking and decision support.
Updates Command → Note Relationship in Plugins Data Module
Updated the relationship between Command and Note in the plugins data module, and added an id field to the plugin event context for better tracking.
Adds Care Teams, Coverage, and Patient Contact Models to Plugins Data Module
New data models related to Care Teams, Coverage, Patient contacts, addresses, and settings are now available in the plugins data module.Read more.
Expands Plugins Data Module with Assessment Model and HCC Data
The plugins data module now includes the Assessment model and additional HCC ValueSet data, enhancing support for clinical documentation workflows. Read more.
Add Action Buttons in Patient Chart Summary Sections
Plugins can now create custom action buttons within the patient summary, allowing for expanded functionality directly within the patient view. Read more.
SDK Command Imaging Order pulls fax number and name automatically
We resolved an issue in the SDK Imaging Order command that prevented the imaging center’s fax number and name from populating in the fax modal.
Fixes FHIR Patient create and update endpoints to properly set patient preferred language
We’ve fixed an issue with the FHIR Patient create and update endpoints so that they are now able to set the preferred language for a patient.
Fixes FHIR DiagnosticReport resources that do not have attachments
We’ve fixed a recent change that caused FHIR DiagnosticReport resources to have a URL in presentedForm even when there is no document available.
Added new SDK effect for creating questionnaire results
We’ve added a new Effect to the Canvas SDK that enables creating a questionnaire result for an interview. This enables the creation of extensions that perform custom questionnaire scoring.
Fixes Recommendations on Protocol Cards
We’ve fixed a recent change that made some SDK commands incompatible with workflow kit protocol cards.
Updates Navigation in Patient Portal
The patient portal menu has been relocated from the top of the page to the left side to support future additions.
Adds New Events that Add Action Buttons to the Note Header or Note Footer
Plugins can now be used to place custom buttons within the header or footer of the note. Clicking the button can then drive any of the existing supported events. Read More.
Adds Ability to Install Applications
Plugin developers can now install applications within Canvas. Once installed, the application will be added to an app launcher within the panel filters or patient filters (or both). The target URL can be opened in a new tab, or as an iframe within Canvas. We currently support two iframe placement options: centered overlay on the page or within the right hand side of the patient chart. Read more.
Adds Organizations and Locations to the Data Module
Plugins can now use the Data Module in the SDK to compute on Organization and Practice Location data.
Adds Effects to Commit Commands
Plugins can now commit commands using the COMMIT_XXX_COMMAND effects. We’ve added support for all migrated SDK command except Lab Order, Prescribe, and Refill. Read more.
Use self.event.target.id and self.event.context as Replacements for Deprecated Methods
Plugin Developers should now use self.event.target.id and self.event.context instead of self.target and self.context . Those methods are deprecated and they will be removed in a future major release. self.event.target now allows to access the targeted instance via self.event.target.instance if the model is already supported in the SDK
Displays Provider Credentials in Revenue Queues
Providers’ credentials are now included in the Provider column in the revenue queues.
Adds Line Breaks to Background on Condition Modal
Line breaks added to “background” within the condition, assess, change diagnosis, and assess coding gap commands will now show within the condition modal.
Fixes SDK Task Command Automations
This work fixes a bug that caused tasks assigned to care team roles added via automations to fail to commit using the new commands.
Updates Rendering Provider Drop Down on Claim
The rendering provider drop down on the claim form now includes all schedulable staff.
Adds Improved Error Handling on Plugin Install
We have introduced improved error handling when installing plugins, including a new error for duplicated plugins. You will need to update your CLI to the latest version, otherwise you may not be able to reinstall existing plugins without uninstalling them first.
Commit HPI Command via API
You can now commit the SDK HPI command using the Commands API.
Wraps Text in Coding Gap Commands
All fields within the newly added coding gap command will now wrap.
Add Diagnoses from the Summary
This work fixes a bug that prevented users from adding the SDK diagnose command using the + button from patient summary
Search Role and Teams within SDK Task Command
Users can now search “Team” or “Role” to filter assignee results within the SDK task command.
Prevents Entering in Error Diagnose Commands with Subsequent Assessments
Users will no longer be able to enter in error a diagnose or assess coding gap command if the condition has been assessed at a later date. The option will be removed from the triple dot menu if so.
Move Uncommitted Commands
We have added the ability to move uncommitted commands from one open note to another. Please reach out to product@canvasmedical.com if you would like to test this feature.
Filter Preferred Pharmacies Using Plugins
Remove pharmacies from the preferred pharmacy search in the profile using the PATIENT_PROFILE__ADD_PHARMACY__POST_SEARCH event and PATIENT_PROFILE__ADD_PHARMACY__POST_SEARCH_RESULTS effect.
Adds Date to Commands added Via FHIR Immunization Statement
This work fixes a bug that prevented the occurrence date added via FHIR Immunization Create from displaying in the command
Customize the Patient Profile Using Plugins
Rearrange and hide sections of the patient profile using plugins. Read more.
Commit HPI commands
HPI commands can now be committed. Commands added prior to this update will continue to show as committed in the data model and uncommitted in the notes. Commands added after this release will only show as committed after the command is recorded.
Removes Assess Coding Gap from Print Templates
Only the diagnosis fields within the assess coding gap command will show in print templates
Displays Codes as Annotations in Titles of SDK Commands
Commands fields that are tied to ICD-10 or CPT codes (Diagnose, Past Medical History, Coding Gaps, Immunize, etc) will now continue to display the associated codes upon commit
Knowledge Base Links Updated
Updated all knowledge center links from Zendesk to Pylon, ensuring they point to our new resource for improved accessibility and accuracy.
Automatic PDF and DocumentReference for Notes Locked via API
When a note is locked via the Note API, a PDF documenting the note state change is now automatically generated, aligning with the UI functionality. The PDF is also accessible through the DocumentReference FHIR endpoint.
Delete/Update ID Cards Added via Canvas Remote
Fixed a bug that prevented ID cards added through Canvas Remote from being deleted or updated from the patient profile.
See Cancelled & Rescheduled Appointments on Week View
We have extended the ability to see cancelled and rescheduled appointments to the week view.
Updates Resource Attachment File URLs
The FHIR spec does not allow expiring pre-signed URLs for resource attachments. Going forward, HTTP clients that request resource attachment files will need to provide a bearer token in the request. The affected resources are Consent, DocumentReference, DiagnosticReport, Media, Patient, and Practitioner. Unless otherwise specified, the responses for these requests will be a temporary redirect to the pre-signed URLs. We have added a temporary extension to the Attachment attribute in each resource that includes the pre-signed URLs to support the transition. Stay up to date on breaking changes.
Print Educational Materials from Note
We’ve added the ability to print a combined educational material resource from the note triple dot menu, using the updated command.
Fax Imaging Orders
We’ve fixed a bug that prevented users from faxing the new imaging order command.
Renamed Appointment Types to Event Types
Replaced “Appointment Type” with “Event Type” in Admin for clarity when configuring event types that do not have an associated note.
Adds FHIR DetectedIssue
Implemented CRUS (Create, Read, Update, Search) support for the FHIR DetectedIssue resource, enabling identification of patient-specific clinical concerns such as potential drug interactions, inappropriate therapies, duplicate treatments, and missing conditions. Read More.
Fixed Automation Issues with Questionnaires and Prescribe
Resolved a recently introduced bug that prevented updated questionnaires from displaying in automations and caused unintended values to surface in automations with questionnaires and prescribe commands
See Cancelled & Rescheduled Appointments on Calendar View
Users can now configure their calendars to see cancelled and rescheduled appointments. A checkbox has been added to the configuration modal. The cancelled appointments will now appear grayed out on the calendar. Hyperlinks to the rescheduled appointments are visible in the appointment card.
Search Tasks by Due and Updated Dates
The FHIR task search interaction nows support filtering by due dates (today or overdue) and last modified date (including comments) Read more.
View Preliminary Status on Lab Results
Lab results received via Health Gorilla now have a preliminary tag to help differentiate between preliminary and final results in both the panel view and chart.
Fixes Committed Validation for New Commands
Committed new commands (private notes & clipboard) were not correctly flagged as committed in the billing footer validation. This has been corrected.
Fixes Automations for New Commands
Automations will now include content within the private notes command when saved.
SDK Physical Exam Command Available for Beta Testing
The SDK physical exam command is now available for beta testing. Read more.
Adds Lab Orders and Imaging Reports to the Data Module
Plugins can now use the Data Module in the SDK to compute on lab order and imaging report data.
Adds `Is Predictive` Attribute
When implementing plugins, the ClinicalQualityMeasures base class is what determines what gets registered in the protocols, protocoluploads, protocoluploadversions, and protocolsused tables. We added a new attribute that can be set when using this class that allows developers to indicate that a protocol contains predictive decision support interventions.
Fix Claim Coverage Type Display in Revenue
Fixes an issue where coverages created via FHIR were always displaying the claim coverage type as commercial in revenue.
Create and Electronically Send Compound Medications
We are excited to announce the new feature that allows users to create compound medications and electronically send prescriptions to pharmacies partnered with Surescripts. This feature supports both controlled and non-controlled substances, enhancing your prescribing capabilities. This new functionality requires our Prescribe and Refill SDK command to be enabled. Please reach out to Canvas Support if you’d like to utilize this new feature.
Create Custom Labels on Claims
Users now have the ability to create custom labels for claims. This feature supports multiple workflows represented across various customers and allows for sorting and filtering by label within revenue queues.
Prevent Billing Footer From Referencing Deleted ICD-10 Codes
Fixes an issue where deleted or inactive ICD-10 codes could be referenced in the billing footer, which inadvertently associated them with CPT codes and prevented modifications.
Adds Commands and Observations to the Data Module
Plugins can now use the Data Module in the SDK to compute on Command and Observation data.
Dispays Ordered Date When Linking Imaging Orders to Results
Fixes an issue that caused imaging orders to show with today’s date, rather than the date ordered, when linking to results.
Addresses Errors when Using Automations that include the SDK Prescribe & Refill Commands
We added validation to the quantity field in the new prescribe and refill commands to prevent trailing zeros. Automations created with trailing zeros were causing errors. This update ensures that these errors no longer occur.
Adds Responsive Design to the Patient Portal
Our patient portal was previously optimized for mobile use. We have updated it to be responsive to screen size.
Adds Events for Care Team Membership, Note State Change Events, Patient Addresses, Patient Contacts, Protocol Overrides, and Task Comments
Plugins can now leverage the following events:
- CARE_TEAM_MEMBERSHIP_CREATED
- CARE_TEAM_MEMBERSHIP_UPDATED
- CARE_TEAM_MEMBERSHIP_DELETED
- NOTE_STATE_CHANGE_EVENT_CREATED
- NOTE_STATE_CHANGE_EVENT_UPDATED
- PATIENT_ADDRESS_CREATED
- PATIENT_ADDRESS_UPDATED
- PATIENT_ADDRESS_DELETED
- PATIENT_CONTACT_PERSON_CREATED
- PATIENT_CONTACT_PERSON_UPDATED
- PATIENT_CONTACT_PERSON_DELETED
- PATIENT_CONTACT_POINT_CREATED
- PATIENT_CONTACT_POINT_UPDATED
- PATIENT_CONTACT_POINT_DELETED
- PROTOCOL_OVERRIDE_CREATED
- PROTOCOL_OVERRIDE_UPDATED
- PROTOCOL_OVERRIDE_DELETED
- TASK_COMMENT_UPDATED
- TASK_COMMENT_DELETED
Link Image Results to Orders in Clinical Workflows
Users can now link image results to orders from the panel view, or from within the chart.
Adds Questionnaires to the Data Module
Plugins can now use the Data Module in the SDK to compute on Questionnaire data.
Attach the Latest Lab Report to Letters
Health Gorilla may send preliminary results, which are versioned in Canvas as updates are received. We previously displayed all versions when attaching lab reports to letters. We now will only show the latest, ensuring the user can easily find and attach the most recent version.
SDK Review of Systems and Structured Assessment Commands Available for Beta Testing
The SDK review of systems and structured assessment commands are now available for beta testing. Read more.
Removes Duplicate Diagnosis Validation
We removed the validation preventing users from adding a duplicate condition via the diagnose command and added a warning in its place.
Read Patient Authored Commands via API
This work fixes a bug that prevented developers from working with patient authored commands (added via FHIR) in the commands API.
Add Commands Using Plugins
We’ve added the ability to originate the following SDK commands via plugins:
- Perform
- Instruct
- Lab Order
- Family History
- Allergy
- Remove Allergy
- Surgical History
- Medical History
- Task
- Prescribe
- Refill
- Vitals
- Change Diagnosis
- Close Goal
Batch Move Filtered Claims
This work fixes a bug that caused batched claim queue movements to not respect filters. Snoozed claims will also not be moved.
SDK Immunize and Immunization Statement Commands Available for Beta Testing
The SDK immunize and immunization statement commands are now available for beta testing. Read more.
SDK Snooze Protocol and Image Commands Available for Beta Testing
The SDK Snooze Protocol and Image commands are now available for beta testing. Read more.
Respond to Command Pre/Post Search and Lifecycle Events
We’ve added new pre/post search and lifecycle events for all SDK commands. These new events allow plugin authors to extend and customize workflows by reacting to search activities and command lifecycles within Canvas.
View Detailed Audit History of Committed Commands
The audit modal associated with migrated commands will now show all edits for committed commands. The revert option will only be availble for uncommitted commands.
SDK Commands Enabled for All Customers
The SDK allergy, remove allergy, family history, surgical history medical history, close goal, and educational material commands have been released to all customers (GA). Current status of commands can be found here.
Support Check In and Lock Actions via Note API
The Canvas Note API now fully supports actions for checking in and locking notes.
Check-In Action: Transition a note from BKD (Booked), NSW (No-showed), or RVT (Reverted) to CVD (Converted), mirroring the note check-in process in the UI.
Lock Action: When transitioning a note to LKD (Locked) all associated actions related to the encounter and claim now behave as they do when locking a note through the UI
Add Comment/Note via Immunization FHIR Endpoints
This update introduces the ability to create and read comments/notes through the Immunization endpoint in our FHIR API.
Inactivate Task Labels
You can now mark task labels as inactive. Doing so will prevent users from adding the label to newly created tasks. Existing tasks will still show the inactive labels and you will still be able to filter based on inactive labels, if they are present.
Filter Populations by Care Team
We have updated the populations module to allow users to filter patients based on care team membership. We’ve also moved Campaigns to a standalone page. Please reach out to support if you would like the populations module enabled in your environment.
Add Annotations to Conditions in Claims
We’ve added a new event CLAIM__CONDITIONS and a new effect ANNOTATE_CLAIM_CONDITION_RESULTS. This combination can be used to add tags to conditions within the claim.
Set Note Status to No Show Using the Note API
You can now indicate mark that a note was a no show by setting the stateChange to NSW. Read More.
Hides Inactive ICD-10 codes in SDK Diagnose Command
The SDK diagnose command was updated to exclude inactive codes based on the date of service of the note.
Adds BMI to SDK Vitals Command
The calculated BMI will now appear in the SDK vitals command within the note, after commit.
SDK Educational Material Command Available for Beta Testing
The SDK Educational Material is now available for beta testing. Read more.
Supports Inserting the Reference Command into Any Note
The reference command (used to add lab results from the diagnostic theater to the note) will now follow the same command insertion logic as other commands. This will allow users to better specify which note the results should be added to.
Adds Subscription to Timeline to Reflect Updates via Note API
Updates made via the Note API can now be reflected in the timeline without refreshing the page. Users will see newly added notes appear if they are within their view and note state change events will result in the note collapsing (ULK” → “LKD) or expanding (LKD” → “ULK). Please reach out to product@canvasmedical.com if you would like to enable this feature.
Add Annotations to Conditions in Patient Summary
We’ve added a new event PATIENT_CHART__CONDITIONS and a new effect ANNOTATE_PATIENT_CHART_CONDITION_RESULTS. This combination can be used to add tags to conditions within the patient summary.
Performance Improvements for Vitals and Questionnaire Commands
This release includes performance improvements for the Vitals and Questionnaire commands. Saving individual vital signs now takes about a third of the time it used to. Originating questionnaires when many exist within the system is faster, as is saving responses for very large questionnaires.
Updates Automations to Use Either Diagnose or Assess
We’ve created logic within automations to update commands based on patient details. If an automation that includes diagnose is used on a patient who has been previously diagnosed with the same condition, it will automatically update to assess instead. Please reach out to product@canvasmedical.com if you are interested in testing this new automation logic.
Fixes Patient Administrative Intake Required Fields
We’ve fixed a bug that caused some users to see the following error when processing documents classified as Patient Administrative Intake: “Some values might be missing or incomplete”.
Prevents Duplicate Reason For Visit Commands when Scheduling Follow Ups
After scheduling appointments via the follow up command workflow, the reason for visit would be duplicated in the note. We now only add two commands if the note is updated in the scheduling workflow.
Adds Pasted Text in a Command
We’ve created a new command called the clipboard command. If enabled, pasting text within the note body will automatically generate a command to house the pasted text. This will enable plugins to respond to the creation of the command and ultimately use the content to trigger various effects. Please reach out to support to enable this command in your instances.
View Detailed Audit History and Revert to Previous Versions
The audit modal associated with migrated commands will now show all edits. Users can also revert to previous versions of the commmand prior to being committed. Each line item in the history can be expanded to view the edits made in the saved version and selecting revert will update the command to that previous version. The view of questionnaire edits is currently limited to the user and timestamp. Future work will ensure details are present for all commands.
Automatically Create Claims When Creating Appointments Via FHIR
Our FHIR Appointment Create interaction will now trigger the creation of the associated claim when an appointment is added. Previously the claim would generate at check-in.
Improves Admin experience
The Claim page in admin has been updated for improved usability.
Capture Private Notes
We have created a new command to capture private notes. The contents of this command are only visible to the creator of the command. It is an internal command and therefore not represented in our print templates. Please reach out to product@canvasmedical.com if you are interested in enabling the command in your instance.
Creates Internal Designation for Commands
Commands are currently classified and color coded based on their placmenent within a SOAP note (subjective, objective, assessment, plan, procedures, history). We have added a new category for internal commands. These commands are red and will not be visible in printed notes.
Choose Which Commands are Available for Charting
There is a new admin section: Command type settings that allows admins and super users to enable or disable commands in order to contol which commands are available to users when charting. Permissions must be assigned in order to access this setting. Please reach out to support to have the permission added to the appropriate users or role in your instance.
Adds Scoring Logic to Questionnaires
We have added scoring logic with recommendations for the following questionnaires:
- Geriatric Depression Scale
- Columbia Suicide Severity Risk Screener
- Short IQCODE
Reach out to Canvas support if you’d like to utilize these questionnaires with scoring in your EMR.
Collect Payment Prior to Services Being Rendered
We have added an extension to the FHIR PaymentNotice endpoint that references the claim to which the payment is or should be applied. When using this reference in the create interaction, you can now bring a balance below zero, supporting prepayment workflows such as copays and coinsurance. Without a reference to a specific claim, the paymentnotice amount cannot exceed the patient’s account balance. Read more.
Add CPTs with Modifiers using Commands
Procedure codes and charges can be linked to the following commands:
- Perform
- Immunize
- Questionnaires (Questionnaire, Structured Assessment, ROS, PE)
Modifiers included in the fee schedule or linked to the CPT in the questionnaire loader will now be added to the billing footer and associated claim. Use the following format to ensure the modifier is recognized:99215-25
Set Default Location or Provider for Eligibility Requests.
Eligibility requests currently use your organization’s details (name and npi); however, eligibility and benefits may be tied to regional or provider specific enrollment data. You can now set patient defaults that will be used for eligibility purposes from both the patient profile or using the API. Read more.
- Eligibility requests will use the organization’s information by default
- If a default location is set, the request will use the location’s information
- Some payers require the provider’s NPI be sent. You can now update the insurer in admin to use the default provider’s information. If the insurer has this setting enabled, and a default provider is not set, you will receive an error when trying to run the eligibility request.
Send Default Supervising Provider in New Prescription Messages
Surescripts messages for new prescriptions (NEWRX) now include the default supervising provider, if specified in the prescriber’s staff profile.
Sort Tasks In Chart
Tasks within a patient chart are, by default, sorted by due date in ascending order. To help users navigate both open and closed tasks more easily, we have added the ability to change the sorting order and sort by either the creation date or the last modified date. The ‘last modified’ option currently applies only to updates made to the task model, which does not reflect changes to task comments.
Adds Timestamp to Signature in Note Print Template
The timestamp of the last lock event is now included with the date on the note print template.
Prevents Conflicts in the Commands API
We’ve added insertion logic to prevent conflicts when adding commands through the API.
Add Commands to Appointment Notes
You can now add commands to appointment notes using the Commands API.
Write Immunizations using FHIR Immunization Create
You can now write historical vaccines to patient charts using the FHIR immunization create interaction. Vaccines can be added by CPT or CVX code and will appear in the record as an immunization statement. Read more.
Updates FHIR DocumentReference Create
The following updates have been made to the FHIR DocumentReference Create interaction:
- Added support for the Uncategorized Clinical Document
type(34109-9). - Added logic to default the priority extenstion to false, if not explicitly set.
- Fixed a bug that caused the review workflow to not be triggered in Canvas when review mode was set to review required (
rr).
SDK Close Goal and Change Diagnosis Commands Available for Beta Testing
The SDK Close Goal and Change Diagnosis commands are now available for beta testing. Read more.
Sorts Assessments by Date Regardless of Diagnosis
The condition modal previously grouped assessments by diagnosis. If the change diagnosis command was used to update a condition, the assessments associated with the new code would fall to the bottom of the timeline. We have made an update to sort all assessments by date (newest to oldest) in order to better track the progression of the problem.
Alters ProtocolSetting.value to a TextField
ProtocolSetting.value previously had a character limit of 1,000. We have updated this field to a TextField to support more characters.
Adds Pharmacy Details to FHIR Patient Read/Search
We have added pharmacyName, pharmacyAddress, pharmacyPhoneNumber, and pharmacyFaxNumber to the preferred-pharmacy extension on the patient resource.
Updates Default Country on Patient Create/Update
When writing or updating patients via FHIR, we were previously setting a patient’s country to United States, which did not map to the dropdown in the patient’s registration. We have changed the behavior to default to US to match our UI.
Add Commands to All Unlocked Notes
When using the Commands API, there is validation to ensure that commands are only added to unlocked notes. We fixed a bug that caused the incorrect state to be returned when multiple note state change events had occured (locking & unlocking).
SDK Task, Refill, and Vitals Commands Available for Beta Testing
The SDK Task, Refill, and Vitals commands are now available for beta testing. Read more.
Hides Command Tooltip When Scrolling
We recently introduced a tooltip that displays the full content of command fields that are truncated. We fixed a bug that caused the tooltip to stay present as users scolled through a note.
Reverts Apryse Update
The recent update to the Apryse webveiwer (used for annotating documents) resulted in intermittent errors that prevented users from leveraging the feature. We have reverted this update.
Manually Sync Google Calendars
Historically, our integration with gCal required us to pull from Google,loading availability every time the page loaded. To improve reliablity and load times, we are transitioning to storing availability from Google directly in Canvas. The Google API does expect some failures with their notifications, resulting in events in Google not being represented in Canvas. When this occurs, Canvas Support can now manually sync calendars in admin to capture any missed events.
SDK Medical History and Surgical History Commands Available for Beta Testing
The SDK Medical History and Surgical History commands are now available for beta testing. Read more.
Delays Displaying Content on Hover
We recently introduced a tooltip that displays the full content of command fields that are truncated. We have added a slight delay on the hover interaction to prevent it from populating as users navigate through the note.
Write Documents using FHIR DocumentReference Create
You can now write PDF documents to Canvas using the FHIR DocumentReference create endpoint. The endpoint supports writing clinical and administrative documents. Developers can select from a list of supported document types (mapped to unique LOINC codes) and set whether the document needs review. Once added, documents can also be reclassified within Canvas if necessary. Read more.
Differentiates Updates Added Via FHIR Claim Update
The author of activity log line items on claims will now show as Canvas Bot when updated using the FHIR API. We were previously displaying the creator of the claim.
Restrict Free Text in Notes
We have added a constance config that allows admin to restrict free text within notes, forcing all documentation to exist within commands. Users will be able to search for commands and automations and must select from them. Please reach out to our Customer Experience team if you would like to enable this restriction.
Background Pulls Forward in the Assess Command
This release fixes a bug that caused background not to pull forward within the assess command.
Updates Apryse WebViewer Version
We leverage the Apryse library for document annnotations. This work updates the Apryse WebViewer to 10.10.1.
Prompts Users to Add Commands or Automations
There is a now a prompt in notes to make adding commands and automations more intuitive. Start typing or press / for commands space for automations. Pressing / or space will pull up the full library of commands or automations for users to browse through and select from.
Optimizes Claim Scrubber
When viewing claims for patients with many coverage eligibility responses, the user may experience a delay. We have optimized the claim scrubber to load faster for patients with many coverage eligibility responses.
Fixes SDK Lab Order Command
- The ordering provider dropdown is now searchable
- The compendium will not load until a lab is selected
Updates Character Limits
- Autocomplete fields within command headers of SDK commands (instruct, immunization statement, etc.) now have a character limit of 1000. The limit is enforced when adding free text without causing an error.
Commentwithin the instruct command now has a character limit of 4000 characters.MedicationandSigwithin medication statement has been limited to 255 characters to prevent downstream errors in refills.
Capture Default Supervising Provider
Administrators can now set a default supervising provider on the staff page. These providers will only be members that have a prescribing role.
Fixes Truncation on Questionnaire Single Select Questions
Responses to single select questions are no longer truncated.
Updates Questionnaire Scoring Results Codings
Any observations created from a custom questionnaire score will have a coding associated with it to meet required FHIR standards.
Improves Admin experience
The Note page in admin has been updated for improved usability.
Add Physical Exams, Structured Assessments and/or Review of Systems using FHIR QuestionnaireResponse Create
When using the QuestionnaireResponse Create endpoint, the command will be inserted into the Patient’s note based on what the use case in charting of the questionnaire is: Questionnaire, Physical Exam, Structured Assessments, Review of Systems
When inserting a command into a billable encounter, if the questionnaire responses include the selection of an answer that has a cpt code included in the Fee schedule, the code will appear in the Note’s billing footer
Fixes Date on Task Comments
We addressed a bug where the task card in the patient chart incorrectly displayed the last comment date.
Search FHIR Provenance by Patient or Agent
We’ve update the FHIR Provenance resounce to allow for the ability to search provenance records by the patient associated to the record and the agent who made the provenance record.
Fixes Suffix and Prefix on FHIR Patient Create/Update
We addressed an issue to allow a prefix or suffix to be added the the FHIR Patient.name attribute.
Bill for Conditions Added via FHIR Condition Create
If an active condition is created via FHIR Condition Create endpoint, an assessment will be associated to the condition. If the diagnosis command is inserted into a billable note, the ICD-10 codes will appear in the note’s billing footer.
Orders Diagnoses Based on Entry
We updated how diagnoses are ordered on the claim and note footer to ensure the claim matches the order the commands are entered into the associated note.
Updates to Goal and Update Goal
- The goal command now requires a start date.
- The previously recorded dates and priority pull forward in the update goal command.
SDK Allergy, Remove Allergy, and Family History Commands Available for Beta Testing
The SDK Allergy, Remove Allergy, and Family History commands are now available for beta testing. Read more.
Protocol Card Insertion Error Related to Questionnaires
Resolves error when a protocol card inserts a command on a questionnaire that is not enabled.
FHIR DocumentReference Search Date
FHIR DocumentReference search by date accepts a datetime format.
Provider Credentials in Electronic Signature
Includes provider credentials after signature when printing a note.
Resolve Close Goal Priority Issue
Resolves error on Goal Priority, now when a Goal is closed the priority will remain the same from initial input.
Enhancement to Assignee Details on Clinical Review Documents
Includes the date of when a user was Assigned to a clinical review document.
SDK Lab Order Command Available for Beta Testing
The SDK Lab Order Command is now available for beta testing. Read more.
Implements FHIR API Breaking Changes
This release implements the following changes outlined here and previously communicated via email:
- For DiagnosticReport read/search, the FHIR API previously returned
entered_in_errorfor status. Per the FHIR spec, we now returnentered-in-error. - The FHIR API previously returned the string
nullin the response body for successful create and update interactions. Create and update endpoints now return empty response bodies on successful interactions. - The FHIR API previously included the version number in the location header of create interaction responses. The version number should only be included by servers that support versioning, which our API does not.The location header now only includes the base URL, the resource type, and the identifier, i.e.
[base]/[type]/[id]. The/_history/[vid]suffix on the location header value is no longer included.
Ability to Update Clinical Review Document Attributes
Allows users to update Clinical Review Document(s) attributes such as report name, link order, requires signature, date, comment, and priority. These attributes can be updated on lab, imaging, consult, and uncategorized clinical reports from each specific panel view or on patient chart.
Improvement to Team Responsibility Admin Configuration
Prevents admin users from adding same responsibilities to more than one team within settings.
Improvement to Letter Template Arrow Date Formatting
Resolves issue to correctly display letter template variable .
Improvement to Admin Configuration Pages
Improves Admin experience on the following pages: Patient Consent Codings, Patient Consent Rejecting Codings, Groups, Teams, Patient Groups, Patient Group Members, and Patient Group Member Exclusions.
Fix to Display of Staff Members in FHIR
Fixes display issue in FHIR when updating team staff members in Settings.
Standardize Appointment Note Title for No-Shows
Updates Appointment note title to standardize indication of no-show in note header.
Split and Modify Documents
Enhances PDF Annotation functionality by allowing users to delete or split specific pages to multiple document types within Data Integration intake workflow.
Write Letters API
The Letter API endpoint allows customers to post letters to the patient timeline. You can stage the letter to the timeline, setting the provider, location and content. HTML and CSS are supported within the body of the letter. Read more.
Sorts DiagnosticReport on Date
The default search results order for FHIR DiagnosticReport is now based on date.
SDK Commands Enabled for All Customers
The SDK medication statement, stop medication, instruct, and perform commands have been released to all customers (GA). Current status of commands can be found here.
Write Labs via FHIR
We’ve added a $create-lab-report endpoint to FHIR DiagnosticReport that supports creating lab reports, with their associated lab tests, lab values, and stored PDFs in Canvas. This FHIR operation was developed as a convenience method in order to post all data associated with a lab report in a single request. Read more.
Updates Mapping of In-Network Indicator
An in-network indicator of n within a 271 response will now correctly map to out of network in our FHIR EligibilityResponse endpoint.
Diagnose Command Added to Commands Module
The diagnose command has been migrated and is available for beta testing.
Billing Footer Updates Without Save or Refresh
The billing footer now updates as soon as an SDK command (e.g. assess) is committed. There was previously a dependency on saving the note.
Audit Modal Supports Patient Authored Questionnaires
The audit modal will now show the correct information when the patient is added as the author of a questionnaire through the FHIR API.
Updates POS to Reflect Note Type Configuration
Ensures all billing line items have the appropriate POS based on the configuration set within appointment and note types.
Prevents Duplication of Category when Saving Diagnostic Reports
CategoryCoding objects for diagnostic reports were being created on every save, causing duplication apparent within the FHIR DiagnosticReport search interaction. This has been fixed.
Admin Improvements
The following admin pages were updated for improved usability:
- Organizations
- Roles
- Care Team Memberships
New Commands Added to Commands Module
The instruct and perform commands are migrated and available for beta testing.
Print the Task Command
This work fixes a bug that prevents individual task commands from being printed.
Optimizes Use of Internal Endpoints
Requests within the chart related to Conditions, Interviews, Diagnostic Views, and PatientDocuments have been optimized. Usage of these endpoints should now be faster.
Ensures Associated DocumentReference is Created for Lab Reports
This work addresses an issue that delayed and/or sporadically prevented the creation of a documentreference resource when adding lab reports via Data Integration beginning in April. We will backfill the missing documents over the next week to ensure all lab reports are available via the FHIR API.
Adds a Saving Indicator to SDK Commands
Our saving indicator, currently shown in the note header, no longer updates when content within SDK commands is updated. To address this, we include a saving indicator within the migrated SDK commands to notify users that their changes are saved.
Undo Action Enhancement in Data Integration
Resolves error that prevented users from exiting or cancelling Undo action within Data Integration when editing a submitted a document.
Admin Improvements
The following admin pages were updated for improved usability:
- Vaccine
- Fee Schedule
- Insurer
- Payor Specific Charges
Performance Enhancements for Lab Results and Note Loading
We’ve made some performance enhancements to the way lab results and notes load within the application. These changes will speed up the initial load time for lab results and notes, allowing users to review labs and start charting faster.
Updates How Commands Load within Notes & Timeline
We’ve update how commands load within notes on the timeline. Rather than preloading commands for all open and visible notes, we now load them as the user scrolls through the timeline. This speeds up initial chart load and allows users to start charting much faster. Malformed commands will also now show an error in the note body, whereas they previously were presented as loading gray boxes.
Manage Staff with the FHIR Practitioner Create & Update Endpoints
You can now manage staff profiles using the FHIR Practitioner Create and Update endpoints. You can also fully automate account creation using the send-reset-password-email operation. Read more.
ICD-10 Codes Rank on Claims
Resolves bug that incorrectly ranked ICD-10 codes on claims. ICD-10 codes are now ranked on claim based on time of insertion within a note or claim, newer codes will be ranked below previously placed codes to reflect the correct order for accurate billing.
Send Messages for Lab Results via the Patient App
This release fixes a bug that caused patient messages to fail to send via text or email when initiating them through the lab review modal and using Canvas’ messaging capabilities.
Updates Password Reset Email
Updates user Password Reset Email subject and content.
Adds FHIR MedicationRequest Search Parameter for Requester
Adds FHIR MedicationRequest Search Parameter for Requester.
Adds FHIR Coverage Search Status Parameter
Adds status parameter to FHIR Coverage Search for filtering by active or cancelled coverages.
Enhancement to Claim.MD Integration
Enhances our Claim.MD integration allowing for more frequent payer list updates to instances.
SDK Prescribe Command Available for Beta Testing
The SDK Prescribe Command is now available for beta testing. Read more.
Flags Required Fields within SDK Commands
Required fields within SDK commands will now be red on command origination, ensuring that users know which fields need to be completed before recording the command.
Resolve 500 Error on PDF Generation
Resolves 500 Error on PDF generation within patient chart when attempting to print, preview, or fax documents.
Fix to Practitioner Search Param Typo
Fixes FHIR Practitioner Search param typo to be include-non-schedulable-practitioners.
Enhancements to CareTeam FHIR Resource
Enables ability to Read and Update CareTeam Lead through an extension, and allows for switching CareTeam member roles via API.
Fixes Date Search Parameter for DocumentReference
You can now search for FHIR DocumentReference by date.
Adds Temporary Extensions to all FHIR Attachments
We have added a temporary extension to the Attachment attributes for the following resources: Consent, DocumentReference, DiagnosticReport, Media, Patient, and Practitioner. The url attribute on Attachments will require bearer authentication in the near future. The temporary extension is meant to support the transition. We encourage you to update your workflow to use the temporary extension as soon as possible. We will then release the change to the existing attribute and give a window of time to move off of the temporary extension. Read more
Enhancement to Review Documents View on Patient Chart
The PDF view functionality on a patient’s chart has been reinstated, for which a new tab opens for viewing labs, imaging, specialist consult, and uncategorized clinical documents. The Review and View buttons have been added for seamless review of these documents as a pop-up on the patient chart.
Surfaces Co-Visit Related Appointments in API
Appointments will now reference co-scheduled appointment IDs via API, to easily identify which appointments were scheduled together.
Ensures Command Content is Visible After Commit
This work fixes a bug that caused certain fields to not show in the collapsed view of committed SDK commands.
Adds Audit Modal to SDK Commands
You can now see access an audit history of SDK commands in the command triple dot menu. We have chosen to move away from the existing tooltip (available on hover) for SDK commands in order to have more space to display additional data. We have added timestamps for some actions now and have plans to continue to expand on the level of detail within the audit trail in the future.
Sets Default Appointment Note Type on Scheduling Modal
The default appointment note type set in admin now automatically populates the scheduling modal.
Updates Note Type Admin Page
Administrators now have visibility as to which Note Type is the default Appointment Type within each Note Type configuration page. We’ve also added validation to prevent users from setting a none schedulable Note Type as the default Appointment Type.
Requires Patient References in FHIR MedicationRequest Search/Read
FHIR Medication Request Search/Read will now exclude prescription records without a patient. These are created via Surecripts as refill requests for patients who are not registered.
Updates FHIR Observation
We’ve made the following changes to the FHIR Observation resource.
- Observations are now created for all questionnaire responses that have been coded with LOINC or SNOMED as the code system. This includes all responses across all questionnaire types (questionnaires, ROS, PE, structured assessments) We previoulsy only created observations if
Use in Social Determinantswas set to true for responses of questionnaires. Derived-fromwas added as a search param.- Additional display names were added to various attributes.
- All vitals signs are now supported in FHIR V2. Read More.
Resolves Default Reason for Visit (RFV) and Note Type Issue on the FHIR Update Payload
We have resolved an issue in our logic that would update appointmentType and RFV to the associated instance’s default values if these values were omitted from the FHIR update payload. Now, if appointmentType or RFV is omitted from the FHIR Update payload, they are ignored in the message consumer to keep the appointment values as is.
Resolves CCDA Import Display Error
An issue has been resolved that displayed incorrect error of CCD - Patient not matched despite a patient match.
Saved Annotations Persist for Forward by Fax
Within Data Integration, users can now Forward by Fax documents that have been annotated and saved.
Ensures Most Recent Questionnaire Version is Used in Automations
Fixes a bug that caused automations to load with old questionnaire versions due to caching.
Removes Carry Forward Option from SDK HPI Command
Our carry forward logic pulls in the most recent committed response. Since the HPI command is never committed, carry forward cannot be used. We removed the option from the triple dot menu.
Improves Performance Loading Charts and Inserting/Deleting Notes
We’ve optimized our notes query by splitting it into two separate queries: one for retrieving static command schema data and another for dynamic commands. This enhancement allows us to cache the static data, resulting in faster load times.
Removes Extra Whitespace When Inserting Commands via API
Resolved issue that added 15 blank text lines above API inserted commands.
Truncates Internal Comment on Tasks
The internal comment on tasks will automatically be truncated, users can expand internal comments to view the full text.
Fixes Display Issue on Staff Admin Contact Point
The Staff Admin Contact Point data now matches the corresponding information within the associated input fields.
Enables SDK Reason for Visit, Assess, Goal, and Update Goal Commands for All Customers
The SDK reason for visit, assess, goal, and update goal commands have been released to all customers (GA). Current status of commands can be found here.
Enabled Scrolling within Calendar Configuration
Users can now scroll on the providers list within calendar configuration modal.
Fixes Automated Task Creation from Lab Errors
We have resolved an issue that prevented certain automated tasks from being created when there was a lab error from Health Gorilla. Lab error responses from Health Gorilla will now create a task with further information on the error.
Fixes to SDK Commands
We have made updates to several SDK commands to address various bugs. The fixes include:
Questionnaire
- The most recent version of the questionnaire will now be used in automations.
- Keyboard navigation improvements.
- Values entered in the questionnaire loader are now accurately represented in the command upon origination.
- Blank free text responses will no longer print with the question name (i.e ~TXT~).
- The click target on multiline single select and free text responses has been expanded.
- Automations created before the carry forward setting is enabled now respect the setting after its enabled.
Reason for Visit
- The SDK Reason for Visit Command is now compatible with FHIR Appointment Create/Update.
Assess
- The background field will carry forward as it should when originating the assess command within a note.
FHIR DocumentReference Now Includes Title & Comments
Document titles can now be accessed through the FHIR DocumentReference endpoint under the ‘description’ attribute. Additionally, document comments are accessible via an extension.
Reviewing and Annotating Documents from Patient’s Chart
Users can now access review documents from a patient’s chart as a pop-up modal with the associated review command. Review documents can also be annotated by users within this modal and placed directly on a patient’s chart. These documents include Lab, Imaging, Specialist Consult, and any Uncategorized Clinical Document Reports. To learn more about enabling PDF Annotation functionality, please email product@canvasmedical.com.
Due Date Task Filtering
Users can now filter tasks from a patient’s chart or the task panel based on task due date.
Patient Search Improvements
We have made changes to make searching for patients and loading charts faster, especially for patients with many appointments and encounters.
Load More Tasks Functionality
Resolved Load More issue on task lists from patient chart and task panel.
Business Line Permissions Error
Resolved Business Line error that prevented users, based on permissions, from accessing feature from admin settings.
Note Filter Includes Inactive Staff
Users can filter a patient’s timeline by Inactive staff.
Improvement to Faxing Contact Search
We have improved performance for contact search within the faxing modal.
Updates to Coverage Eligibility Response Workflows
- We have added an extension (active-health-benefit-plan-coverage-description) to FHIR CoverageEligibilityResponse that pulls the plan name from the parsed X12 response.
- The status of eligibility checks that have failed in ClaimMD with a 400+ error will now be accurately reflected in the UI and API. The outcome in the FHIR CoverageEligibilityRepsponse endpoint will now return
error. - We have implemented improved handling when processing eligibility responses from ClaimMD that contain empty quantity fields.
Task Filtering Improvement
An issue has been fixed on tasks where selecting or unselecting filtering checkboxes did not result in the expected behavior. Now users should expect task filtering actions to display appropriate results.
Select All Option on Task Label Filter
Users can now utilize the Select All option on the task labels filter dropdown.
Select All Option on Schedule View Configuration
Users can now utilize the Clinicians checkbox option on the schedule view configuration modal to select or unselect all listed providers at once.
Fixed Duplicative Patient Conditions based on Claim CREATE via API
We have resolved an issue that resulted in duplicative conditions on a patient’s summary when a claim was created with an associated ICD-10 code via API. Now, we will only include the ICD-10 code in the patient’s condition list if the code is not already listed within the condition list as “active”.
FHIR Patient Performance Improvements
We’ve made changes to make the FHIR Patient read and search endpoints faster.
Fixes QR Code in MFA Authenticator App Setup
Fixes a bug that blocked users from configuring an authenticator app for Multi-Factor Authentication (MFA).
New Endpoint to Surface Schema fields in the Commands API
The fields endpoint surfaces the specific schema fields associated with each command, including autocomplete fields that are necessary to know what values are valid (e.g. active conditions that can be assessed).
Fixes FHIR Appointment Endpoint Compatibility with SDK RFV Command
This release fixes a bug that prevented scheduling appointments via the FHIR API when the new reason for visit command was enabled.
SDK HPI and Questionnaire Commands Enabled for All Customers
The SDK HPI and questionnaire commands have been released to all customers (GA). Current status of commands can be found here.
Update Claims With No Coverage
This work fixes a bug that prevented developers from updating claims that had no coverage associated.
Updates to Carry Forward Logic
SDK commands have the option to carry forward past responses using the triple dot menu. Questionnaires can also be set to carry forward responses automatically using the carry forward all encounters setting. We are deprecating the carry forward same encounter functionality. The setting will no longer be honored.
Write Labs Via the API
We have added the ability to add lab reports and associated values via our FHIR DiagnosticReport endpoint. This functionality is being beta tested. Documentation will be updated soon.
Update to FHIR Practitioner
We have added create and update interactions, support for new search filters, and new attributes to read and search for FHIR Practitioner. This new functionality is currently being beta tested. Documentation will be updated soon.
Improved Performance for FHIR Task Search
We have made changes to FHIR Task Search to improve performance
Goals Updated in Patient Summary
We fixed a bug that prevented the patient summary from updating in real time when adding goal and update goal commands to a note.
New Commands Added to Commands Module
Medication statement, goal, and update goal have been migrated and are availble for beta testing.
Fix to Unassigned Document Review Reports
An issue has been resolved that was impacted Unassigned review reports (lab, imaging, special consult, and uncategorized clinical documents) when attempting to access through the Unassigned filter functionality. This issue was impacting reports that became unassigned when an assigned staff member was marked as inactive.
Bulk Updating a Staff’s Status in Admin Reflects on the User Page
Resolved issue when activating or inactivating a Staff in the Action dropdown in Admin to ensure the Canvas User’s status is also synced.
SDK Protocol ImagingRecommendation Allows Priority to be Set
The ImagingRecommendation Type in SDK protocols now allows the context object to pass a priority that can be set to either Routine or Urgent. This value will be autofilled on the Image Command in the patient’s chart. Read more.
Medication History Enhancements
We have improved the usabilty of the medication history functionality within admin settings.
Fixes SDK Questionnaire Command Wrapping
The SDK questionnaire command is currently in beta. We fixed an issue with this command where free-text responses in the questionnaire were not being wrapped.
Fixes Collapsed View for Plan Command
A previous update inadvertently caused the plan command only to display the first line of text when it was committed and in collapsed form. Now users will always be able to see the entire narrative of the plan command.
Update to Cache Google Calendar Events
We have made an update to the cache_google_calendar_events by clearing cache keys before re-fetching google calendars, so that calendar events can update within Canvas scheduling.
Remove Requires Signature Label Once a Document has been Reviewed
When ENABLE_REQUIRES_SIGNATURE constance configuration is enabled, the Requires Signature label will automatically be removed once a document (lab, imaging, consult report, and uncategorized report) have been marked as signed through the corresponding command.
Update to Reload Health Gorilla Compendia
We have made an performance enhancement to the reload_compendium when it reaches out to Health Gorilla (HG) for an updated Lab’s compendium. We have also reduced the job to run on a weekly basis as compared to a daily basis due to HG’s compendium update cadency. Canvas Support will still have the ability to run this sync manually if HG updates the compendium more often.
Enhancements to Note Search Results in Patient Chart
Users can filter note search commands, within the patient chart, based on the status of the command (committed or uncommitted). There is also the ability to view both committed and uncommitted commands within the note search, which includes a label on the status of the command. Additionally, the command results will now have permalink navigation to the corresponding note or command.
Fixes Link to Diagnostic Theater
We fixed a bug that was causing the link to the diagnostic theater to be off screen when navigating to a patient’s chart from their lab results.
Improves Performance of Indication Search in Refer Command
The search now waits for a pause rather than searching on each keypress. This reduces the randomness in the search responses as they load.
Adds Display for Labs in FHIR Observation
Observation read & search will now surface lab names in the display attribute.
Adds Monitoring
- We added additional tags to our web worker metrics to give us visibility into uneven usage caused by (for example) session stickiness at the load balancer level.
- We added additional metadata to error reports when individual commands or notes crash to improve our ability to stay on top of those errors.
- We improved release notation within our internal systems, allowing support staff and engineers to better see if regressions are caused by a release in the time immediately following that release.
- We increased the accuracy of our request/response durations by accounting for time spent doing request logging.
- We added the ability to track the request backlog for all web workers, allowing us to track the size of the request queue over time.
Show All Report Names in DiagnosticReport
The text attribute of DiagnosticReport will now reflect the report name for all lab reports.
Filtering of Note Type in Revenue Queue Table
Users can now filter claims on any of the revenue queue tables through note type selection(s).
Fix Patient Chart URL to Allow for Adding CPT Codes to Notes
Fixed issue that prevented user from adding CPT codes to certain note types based on patient chart URL.
Expanded Click Point on SDK Commands
Fixed issue that limited where users could click within migrated commands.
Leverage the Provider Directory when Faxing
The fax modal, used when faxing notes, letters, and lab orders, now includes a dropdown to pull in the contact details from directory listings. Users can still update the To and Fax number fields manually as needed.
Fax Lab Orders
Users can now fax lab requisitions after they have been saved or sent electronically via Health. Selecting Fax lab requisition from the triple dot menu on the command will bring up our faxing modal, which allows users to specify where the order should be sent and complete the cover sheet fields if covers sheets are enabled in your instance. The status of the outbound fax can be tracked in your Sfax portal.
Updates to Plan Command
Migrated commands now support the following:
- Carry forward the last committed response. This option will pull in the latest record from the database across all users. This functionality is compatible moving forward. You may not be able to pull in responses from our legacy commands.
- Add partially completed commands to automations.
- Committed commands may be truncated to preserve space in the note. Click on the command header to expand the full content.
Users can access these workflows using the triple dot menu associated with the command, which is now present before clicking record. Currently, the only command available GA is plan. These enhancements will be available for the newly released commands moving forward (when appropriate).
Interact with Commands via the API
The Commands API allows you to read, search, create, and update (including the ability to commit or enter in error) commands via the API. This will only be possible for the commands that have been migrated to the commands module of the SDK. Read more.
Fixes Chart Over Scroll
We’ve updated how the timeline loads to address a bug that was causing the top of the timeline to get cut off by the header.
New Commands Added to Commands Module
Additional commands have been migrated and are availble for beta testing.
API Payload Sent from Stripe Card Payments Updated
Stripe added a new attribute to their Card Payment API response payload. We updated our data validation to account for the new attribute.
Updated Place of Service Logic within Claims
The Place of Service (POS) logic for the add charge tab within claims has been updated to default manually added charges on a claim to the POS that is set at note type admin or practice location level.
Remove Assigned Individuals and Teams from Tasks
You can now change team and individual assignment of tasks to unassigned.
Filter Note API by Provider
We haved added filtering on provider_key to the Note search.
Reference Note Objects in our FHIR API
Some of our endpoints allow you to insert commands into notes by including an encounter reference; however, some of our note types do not create encounters (e.g. data import). A note object reference, surfaced by the new Note API, has been added to those same endpoints to facilitate adding the commands to additional note types. The reference has also been added to support capturing the associated note ID for encounters, appointments, documents associated with notes, and resources that have been added to a note.
Filter Snooze Protocol Command Dropdown to Active Protocols
The Snooze Protocol command dropdown will only show active protocols. After a protocol has been snoozed, the Snooze Protocol command dropdown will no longer display those protocols that are snoozed.
Adjustment to Chart Timeline Headers and Tasks Display Times
In order to remove user confusion when reviewing displayed time on the patient chart and within tasks, we have adjusted how time is displayed for user.
- On letters, messages, and note headers: Users will now see the following format
Day of week, MM/DD/YY HH:MM AM user-time-zone. This should provide clarity on when a letter, message, and note were created on a patient chart. - On task created header and task activities: Users will now see the following format
Day of week, MM/DD/YY HH:MM AM user-time-zone. This should provide clarity on when tasks were created and when activities took place within a task. The same will be true on the task panel . - On task due dates: Users will now see the following format
Day of week, MM/DD/YY. This should provide clarity on what day a task is due.
Associated Patient and Provider Data Updated on Claims
When the push charges button is utilized on a billable note, the associated patient and provider data to that claim will be automatically updated so that the latest version of an unlocked note will have the updated information for the patient and provider. This information includes patient demographics, coverage data, and provider admin staff page values. Additionally, if users want a locked note to reflect updated patient and provider information, a user needs to unlock and re-lock the note to automatically update this information on the claim. Claims associated to a locked note will not have patient and provider information automatically update, to prevent unwanted changes to these claims.
Update to Print Templates
- Corresponding provider and appointment details have been updated on after visit summary printouts to display correct information.
- Internal comments added within the
Review Noteautomated task have been removed from note printouts.
Ability to View and Delete Patient Photos
Admin will now have the ability to view and delete a patient’s profile and chart photo through Patient admin settings.
Ability to Inactivate Practice Locations
Users will be able to inactivate practice locations through admin settings. Once a practice location has been marked as inactive it will be removed from UI selection drop downs such as note headers, letter templates, message templates, appointment scheduling, and schedule view. If an inactive practice location had been used in past notes, appointments letter, and messages, it will be displayed with an (inactive) label after the practice location name. Practice locations cannot be saved as inactive if there are any future appointments for those locations, appointments must first be updated or removed.
Removed Add Service Provider Button and Modal from Data Integration Page
The Add Service Provider button and modal have been removed from the Data Integration page.
Changing provider and practice location values through appointment header ellipsis have been disabled
In order for a provider or practice location value to be updated on appointments, users need to follow the rescheduling workflow to ensure that the provider has appropriate availability and the practice location is active for the associated provider.
Fix Desynchronization Issues Affecting the Plan Command
Our recent work to migrate the plan command introduced an issue where the models relating to the command were out of sync. To end users, this looked like a gray loading box in the note that never rendered. We have included a fix we expect to prevent these issues going forward.
Improved API Permalinks navigation to correct URL via SSO
When searching for a task via API, the response includes the permalink to that resource. If a user is logged out, the API permalink will now navigate into the right page in Canvas through the login process, including SSO.
Add and Reference External IDs on Appointments
Many customers use the Canvas API to integrate the Canvas scheduling model with other systems. We have added the ability to tag Canvas appointments with external IDs in order to support these 2nd and 3rd party workflows (similar to how we have long supported external IDs for patients). External IDs will not appear in the UI. Read more.
Sort Conditions by Last Assessed Date
This work fixes a bug that was affecting the order in which conditions are displayed in the patient summary. Now, by default, conditions will be sorted by last assessed to first assessed. This way users can quickly identify which conditions may be stale or need to be addressed (those at the bottom). Users can temporarily change the sort to be alphabetical using the slider icon.
Fix for FHIR Coverage Search
We fixed a bug in the FHIR Coverage Search when trying to display coverages with a Subscriber relationship of parent or common.
Update to FHIR Communication Search
Added a search parameter for status on communications. Developers can now search for messages, filtering to those that are sent or drafts.
Improvements to Admin Settings Pages
We have updated the following admin pages to improve the experience, add functionality, and allow more flexibility when managing your instance settings.
Update to FHIR Appointment Endpoint
The FHIR Appointment endpoint now uses a reference from the Location Read/Search endpoint for the Location in supportingInformation. We will continue to support using the integer value when creating or updating appointment for a set period before the current functionality is deprecated. Updates on the end of life for the existing functionality can be tracked here.
Updates to FHIR Claim Endpoint
Our FHIR Claim endpoint now supports read, search, and update interactions. The update endpoint is limited to updating the queue of the claim. This allows third-party RCM vendors to keep claims in Canvas in sync with their operations. Read more.
Fix issue preventing note locking due to uncommitted commands that are not in the note body
Canvas offers a config RESTRICT_SIGNING_NOTE_WITH_UNCOMMITTED_COMMANDS, which will prevent users from locking notes with uncommitted commands. We have fixed a bug that blocked users from locking notes with the message “To lock this note please commit all uncommitted commands”, in the absence of any visible uncommitted commands in the note. This was caused by a recent update to the logic checking for uncommitted commands in the note. That update is now being rolled back.
Display all appointments in schedule view
There was previously a limit on the number of appointments that could be displayed on the daily schedule view. This release ensures that there is no limit so that all appointments are displayed.
Enhancements to Note API
The Note API now includes improved performance, pagination, additional error handling, updated logic for displaying the note title, and the ability to update the note from CVD to LKD.
Update the protocol badge count to reflect the count of all active protocol cards
In the patient chart, there is a chart tab that can be accessed from the top right which shows active protocols. There is a badge on that chart tab which shows the number of active protocols. Previously, this badge count only counted the number of active protocols with recommendations. Now it will show the count of all active protocols with a protocol card, even if there is no recommendation. This is more intuitive - the user should expect the number displayed to be equal to the number of protocol cards they see when they click on the tab.
Letters added to DocumentReference endpoint
Letters created in the patient timeline are now included in DocumentReference read and search.
Create patient groups
We fixed a bug that prevented patient group creation via the API.
Export EHI for a single patient or a population of patients
You can now export EHI for a single patient in your admin settings. EHI is exported as standard FHIR R4 resources in Newline Delimited JSON format, as outlined by the FHIR Bulk Data Access pattern. To export data for a population in the same format, please contact support. Read more.
Update to chart summary print template
Updated the chart summary pdf template to display conditions in order of clinical status and in alphabetical order for a more structured display.
Zip-code validation within admin settings
Validation for US postal codes has been incorporated into the Organization, Practice Location, and Staff address forms when the country is set to US. This validation ensures that the entered US Postal code follows the correct format: either 12345 or 12345-1234. If the user specifies any country other than the United States, the validation process will be bypassed.
Hide Push Charges button from billing footer
We have added a new HIDE_PUSH_CHARGES_BUTTON constance configuration within settings. When the configuration is enabled, the Push Charges button in the footer of all notes will be removed. Signing or locking a note will automatically push charges to the associated claim.
Improvements to note body load time
This work improves the speed at which the note body loads when a note is added to a chart. Previously, the header would load first and the body would be slightly delayed. Now the user will see the body load with the header, so that they can begin documenting asap.
DiagnosticReport now contains the associated PDF
Previously, for lab reports and imaging reports, there was a DocumentReference resource which contained the PDF, and separately a DiagnosticReport resource which contained other information including codings. There was no way to link the two together. This made it difficult for developers to identify what a given DocumentReference PDF contained. Now, we have added the PDF for the report to the DiagnosticReport in the presentedForm attribute. The PDF will also continue to be surfaced as a DocumentReference per FHIR guidance. Read more.
Copy permalinks to notes from the user interface
Earlier this year, Canvas deployed permalinks. These are direct links to Canvas objects (notes, commands, PDFs and more) that can be added to tasks. We received feedback from users that these links were useful, and that it would be helpful to be able to get a permalink outside of the context of a task. One use case is to share a link to a specific note with a colleague, via Canvas chat or another chat application like Slack. As a result we have added an option “copy link” to the kebab (triple dot) menu of the note. This option will add a permalink to the note to the user’s clipboard.
NDCs now correctly reflect brand vs. generic medications
Canvas has a mapping from prescribed medications like “Amoxicillin 500mg tablet” to an NDC code. This NDC code is sent to the pharmacy with prescriptions. In some cases, the NDC code was not respecting brand vs generic distinctions. Now the mapping has been updated so that, wherever, possible, the NDC will correctly reflect whether the selected medication was brand or generic. Note that in some cases this is not possible, for example if a the generic medication name is selected but the medication is still on patent and there is no generic NDC yet.
More PDF documents available through DocumentReference
Customers have expressed a need to access more PDFs from Canvas via API, in order to share these with external parties or in patient-facing experience. As a result we have significantly expanded the scope of DocumentReference, to include the following documents:
- All PDFs added via Data Integration that have been parsed (“parsed” means they have been attached to a patient and tagged with required metadata like document type). Some examples of these PDFs include “Uncategorized clinical documents”, “Consult report, “Advanced directive” and more.
- PDFs of chart notes. A version of the note PDF is saved every time a note is locked, and all versions are available via the API.