As part of our commitment to enhancing user experience and operational efficiency, the PracticeEHR team is excited to introduce the Additional Locations Functionality in Provider Scheduling, a robust feature that allows users to create and manage one schedule across multiple locations using a new Additional Locations option during schedule setup. This streamlines scheduling workflows by reducing duplicate schedules and ensuring appointments created for additional locations are automatically treated as Telehealth (TeleVisit).
Create one schedule for multiple locations
When creating a new provider schedule, users can select one or more Additional Locations. The schedule will be treated as available for the primary location + selected additional locations.
Telehealth is enforced for additional locations
If an appointment is created under an additional location, it will automatically be a TeleVisit, and users cannot change it to an Office Visit.
When creating a new schedule, you'll see a new Additional Locations field where you can choose one or more extra locations.
Choose the location when Scheduling
When you open the calendar for that provider/schedule:
The Location drop-down becomes available
You can select:
The primary location, or
Any additional location you added
Appointments will be created under the location you select.
The drop-down is populated with Location short names for all locations where:
Place of Service (POS) Code = 2 or 10
If you select an additional location while creating an appointment:
TeleVisit is automatically selected
You cannot change it to Office Visit
This ensures the right visit type is always applied without extra clicks or mistakes.
If the appointment is booked under an Additional Location, the email notification will include:
The scheduled appointment time, and
As part of our commitment to enhancing user experience and operational efficiency, the PracticeEHR team has upgraded the fallback mechanisms within PracticeEHR's AI Agent automation to provide greater flexibility and control over how fallback notifications are handled.
Previously, when an automation triggered a fallback action (Message, Call, or Call Staff), Call Staff notifications could only be routed to one static practice-level phone number. With this update, fallback routing is now more granular and configurable, helping ensure the right team member is reached based on the situation.
1. Granular Routing
You can now configure specific routing numbers per notification/automation trigger, rather than relying on a single global phone number.
2. Per-Notification Logic
Different automation cases can now notify different departments or staff members, depending on the context—so critical calls don't all funnel into one shared line.
3. Enhanced Reliability & Faster Response
By directing Call Staff fallbacks to the most appropriate contact number, practices can improve:
Response times
Operational efficiency
No migration required. Existing clients will continue using their current single-number routing by default.
To support USCDI v3 certification requirements, PracticeEHR has introduced new structured data fields across key workflows. These enhancements strengthen standard documentation, improve data completeness, and ensure teams can consistently capture certification-required elements during routine clinical and administrative processes.
More consistent documentation across staff and providers
Better reporting readiness with certification-aligned structured fields
A new Fill Status field is now available to document whether a prescription was fully dispensed or involved a partial fill scenario.
Medication → Medication Grid → Drug Extra info → Fill Status
|
Fill Status |
Definition |
|
Dispensed |
The prescribed medication has been provided to the patient in full (i.e., the complete quantity for the fill was issued/fulfilled). |
|
Partially Dispensed |
Only part of the prescribed medication quantity was provided to the patient; the remaining quantity is expected to be dispensed later (e.g., due to limited stock, payer restrictions, or partial-fill workflows). |
Enables more accurate medication documentation and supports certification-aligned medication records.
A new Discharge Status field has been added to capture patient discharge disposition using standardized discharge status values.
New Encounter/Visit Encounter → Visit Detail → Discharge Status
Improves consistency in encounter documentation and supports compliance and reporting needs tied to discharge disposition.
A new ICD field is now available within Facility Referral to document the diagnosis associated with the referral.
Visit → Plan Section → Patient Referral → Facility → ICD Dropdown
Strengthens referral documentation by ensuring the clinical reason for referral is captured in a structured format.
Two new fields have been added to support historical address tracking:
Address From Date
Patient → Demographics → Extra Info → Address From Date & Address To Date
Improves accuracy when documenting prior address history for patients.
A new selection has been added under Sex to support cases where a patient declines to provide this information.
Patient → Demographics → Sex Drop-down → Asked but Declined
Supports certification-required handling of patient-declined demographic responses while maintaining documentation completeness.
A new field is available to record the patient's Relationship to Subscriber.
Patient → Insurance → New Plan → Relation to Subscriber
A new Source of Payment field has been added using standardized values to support consistent payer-related documentation.
Patient → Insurance → New Plan → Source of Payment
Improves the quality of coverage documentation for operational use, reporting, and certification-aligned data capture.
These updates introduce certification-aligned data elements across key clinical and administrative workflows to support USCDI v3 compliance. By enabling structured capture of required information at the point of care, PracticeEHR improves documentation consistency, strengthens data integrity for reporting, and enhances interoperability readiness without disrupting existing practice workflows.
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