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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

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New features

Clearinghouse failover for claims submission Practice Management can now route claims through a secondary clearinghouse when the primary is unavailable. Failover status surfaces on the dashboard so billers see exactly which transport carried each batch. A Business Associate Agreement check gates routing, and every transport decision is captured in the audit log. See the Clearinghouse failover admin guide. Scheduled SMS with TCPA quiet hours You can now schedule outbound SMS for a future send time. The scheduler enforces TCPA quiet hours automatically — messages queued during restricted windows are held until the next allowed slot — and respects per-contact consent and suppression. Review setup in the SMS notifications guide. CE crisis auto-detection Community Engagement now flags contacts whose inbound messages contain crisis indicators and routes them to an on-call queue for immediate review. The routing card on the contact record shows the active escalation path. SMS routing rules manager A new routing rules manager lets admins define how inbound SMS is dispatched to teams or queues based on keyword, campaign, or contact attributes. Rules can be reordered, enabled or disabled, and previewed before save. Problem list panel for clinical charts (CL-46) Clinicians have a dedicated problem list panel on the patient chart with sign-off tracking. The panel supports add, resolve, and history views. C-CDA document export (CL-48) Clinical now generates C-CDA documents from the patient chart, including demographics and vitals adapters. Look for the new entry in the document menu on the patient record.

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Updates

Contact management enhancements (CE-57) Contacts gain additional fields across the create and edit dialogs, a “lost” stage in the pipeline, and drag-to-reorder on the contacts board — including a larger drag handle on mobile. New pipeline hooks let custom workflows react to stage changes. Sequences hardening (CE-13) Communication sequences get reliability and UX fixes around step ordering, retry handling, and editor validation. See the Sequences user guide. CE contacts import/export and DNC list (CE-16) The Community Engagement dashboard now supports contact import and export and a managed Do Not Contact list. Suppression and consent decisions flow through to outbound channels automatically. A new PDF export captures the current dashboard view. Navigation polish The platform navigation gets a round of polish. The active state is now consistent across the desktop rail, flyout, and mobile; group breadcrumbs surface where you are inside a module; pinned tabs are available in the side nav; and a dashboard redirect smooths the post-login landing. Mobile UX improvements Mobile users get a refined header layout, expanded drag handles, a fix for the floating action button overlapping content, blurred FAB on tap, and resolution of a double-tap issue on certain interactive elements. Brand and icon refresh The product icon, favicon, splash screen, and PWA manifest icons now share a single design system. Dark-mode tiles get a contrast boost. Performance feedback notifications (HR-10) When a manager requests performance feedback, recipients now receive an in-app notification, a task, and a direct message — making feedback requests harder to miss.

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Bug fixes

  • PIP workflow (HR-10): Resolved create, view, complete, and terminate bugs in the Performance Improvement Plan workflow. The Competencies tab is now available on the competency page.
  • Portal form submissions: Fixed a regression affecting patient portal form submission, text visibility on certain themes, analytics events, worker permissions, and outbound notification URLs.
  • Submission export: Fixed an error that caused some submission exports to fail.
  • Transcription: Fixed a permission issue that blocked transcription vendor management for some admins.
  • CE segments: Deleted contacts no longer appear in segment queries, so segment counts and previews are accurate.
  • Clinical breadcrumb: Hardened the breadcrumb fallback so deep links into clinical pages always render a usable trail.
  • CL navigation permissions: Corrected permission keys on the Clinical nav so menu items appear for users who have access.
  • Mobile breadcrumb: Fixed truncation of breadcrumbs on narrow viewports.