08.03.2026

Today’s release includes the following updates:

bugfix

  • Fixed an issue where delegating patient communication on a Review, Image, or Refer command could fail to create the follow-up task when no team was set up to own it. These commands now always create the delegated task and assign it using a clear fallback order: the responsible team when one exists, otherwise the patient’s care team lead, and if there is no care team lead, the staff member who signed the command.
    • Review commands (lab, imaging, uncategorized document, and consult report review) assign the task to a team with the “Communicate diagnostic results to patient” responsibility.
    • Image and Refer commands assign the task to a team with the “Coordinate referrals for a patient” responsibility.
  • Fixed an issue where changing an uncategorized clinical document’s type to a Lab or Imaging Report — whether from the patient chart or in Data Integration — left the original document active in the review queue, creating a duplicate. The original document is now retired automatically, the reviewer’s “to review” badge count updates immediately, and the edit-report modal no longer gets stuck open after switching a document’s type.
  • Fixed an issue where a patient’s Care Team summary appeared empty when all of the patient’s care team members were external. External care team members now show in the chart’s Care Team summary.

ui

  • The Refill Requests panel’s assignee filter has several improvements:
    • It’s now multi-select, so you can combine options instead of choosing just one.
    • Its individual staff options now list only prescribers — the staff members a refill request can actually be assigned to.
    • Your care team is now its own filter option, split out from the “Me” and “Me and my teams” options. The refill requests badge count reflects this change.
  • The Ignore action is now available on all refill requests, not just suspected duplicates.
  • Labels applied to tasks — including the system-generated “Chart PDF” and “Batch Statements” labels and labels created through the FHIR API — are now scoped to the Tasks module, so they appear and are selectable in the Tasks label filter. Existing labels continue to work everywhere as before.

sdk

  • Plugins can now show a notification badge — a count (capped at “99+”) with a bolded label — on a provider_menu_item scoped application’s item in the provider menu (the navigation sidebar, also called the hamburger menu), using the new Application Notification Badge effect or the compute_notification_badge hook on the Application handler.
  • Plugins can now create, update, and mark lab reports as entered-in-error, and attach lab results (tests and values) to an existing report, through the new Lab Report effect — supporting workflows where a report is created first and its results arrive later, such as async OCR.
  • Plugins can now redirect the user to an internal Canvas page or an approved external URL after an action such as signing a note, opening the destination in the same tab or a new tab, using the new Redirect effect.
  • Marking an appointment as no-showed from the calendar appointment card’s status dropdown now fires the APPOINTMENT_NO_SHOWED plugin event, so plugins that respond to no-shows trigger as expected. Previously this only fired when marking the no-show from the patient chart.