Release Notes




  • We released Phase 2 and Phase 3 graduation ITPs
  • Accounts can now save goals that can be applied to ITPs
  • Many questions, data points, and sections are now conditionally rendered
  • Medication formatting has been improved


  • The PHQ-9 and GAD-7 have been added to the ad-hoc questionnaire list
  • Exercise Habits form has been updated for a more accurate depiction of pre-program activity


  • Note formatting is now preserved when saving new notes, and has been restored for all prior notes


  • Patient profile pictures now display next to their name in chats

Patient Schedule

  • We added the ability to filter by Care Manager

Role Management (RBAC)

  • User can edit child role properties

Custom Notifications

  • Notification delivery has been refined to be sent to patients with specific medications

Patient App

  • The Next Appointment module has an account-level configuration that controls visibility


  • Various minor fixes and improvements

Release Dates

  • v1.127.1 - March 26, 2021
  • v1.127.2 - April 2, 2021
  • v1.127.3 - April 16, 2021



Care Plans

  • Exercise type (modality) options have been greatly expanded
  • Sets and reps can now be set for certain exercises
  • ExPx has been expanded with additional activity types for Resistance Training, Strength Training, Circuit Training, and Stretching
  • Care Managers now have more options when selecting why an ExPx has changed, including the ability to select Other and to specify a more precise reason
  • ExPx's Frequency field now warns the user when it hasn't been set


  • The formatting of every ITP has been improved for improved readability
  • Patient diagnoses are now prominently displayed on all ITPs for improved initial context
  • Patient co-morbid conditions and risk factors are now displayed in all ITPs
  • Intensity and Type have been added as part of the ExPx displayed on all ITPs
  • The latest echocardiogram results are displayed (if available)
  • The latest lipid test results are displayed (if available)
  • Improved note-taking ability across all ITPs and sections
  • Approved ITPs have updated digital signatures
  • Improved flexibility with an option to select Other in the Intervention list
  • The old Strength Training and Stretching Type sections were deprecated in light of the new ExPx capabilities


  • Forms can now import answers from older Care Schedule versions
  • Exercise Habits form has been updated for a more accurate depiction of pre-program activity


  • Fixed an issue where some patients could see a null value for their next appointment
  • Current Exercise Regimen in ITPs now correctly reflect answers from the Exercise Habits survey
  • Some questions in the Psychosocial section are no longer required
  • Resolved a discrepancy between diagnosis display locations
  • Fixed the scoring for the last question of one of our standard survey instruments
  • Various minor fixes and improvements

Release Dates

  • v1.126.1 - February 26, 2021
  • v1.126.2 - March 12, 2021
  • v1.126.3 - March 22, 2021



Patient Recruitment

  • New workflow statuses have been added, and can be adjusted in the recruitment flow as well as patient recruitment results
  • New filters have been added to support the nascent workflow statuses
  • Columns in the results module are now displayed dynamically based on filter selections
  • Users can set a date to re-evaluate a patient’s current status separate from the patient appointment schedule


  • Ad-hoc forms have been updated to reflect new additions, updated versions, and the removal of deprecated items

Support Requests

  • Clarified the instructive text for users saving new requests

Patient Homepage

  • Patients now see when the next appointment with their care manager is

Patient Profiles

  • Patients can now take profile photos


  • Improved in-app photo-taking abilities for insurance photos


  • Various minor fixes and improvements

Release Dates

  • v1.125.1 - January 29, 2021
  • v1.125.2 - February 1, 2021
  • v1.125.3 - February 5, 2021


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