Update – January 2026

Report Builder – Custom Reports

As part of our commitment to enhancing user experience and operational efficiency, the PracticeEHR team is excited to introduce the Report Builder – Custom Reports, a robust feature that allows users to create fully customizable reports directly within PracticeEHR.

With this feature, users can effortlessly design Custom Reports tailored to their specific needs, providing the flexibility to access and analyze data exactly the way they want.

Key Highlights

• Build fully customized reports using available data fields.
• Apply filters, sorting, and grouping to organize data precisely.
• Generate real-time insights quickly and efficiently.
• Save and run or update your Custom Reports at any time.
  

Use Cases

The Report Builder empowers users to generate a wide range of comprehensive, data-driven Reports to support operational, clinical, and financial decision-making, including:

• Patient and Insurances
• Patient Appointments
• Financial Visits Summary
• Financial Charges Detail
• Plan and Patient Payments
• Follow-Up Visits

Navigation

Reports > Custom Reports > Create Report

Steps to Follow

1. Navigate to Reports > Custom Reports. 

2. The system will display all previously created custom reports. 

3. Click on the ‘Create Report’ button to begin building a new Report. 

4. Within the Report Builder, users will follow a series of guided steps:

1. First, select the Report Type that the user wants to create. Several categories are available, including Patient and Insurances, Patient Appointments, Financial Visits Summary, Financial Charges Detail, Plan and Patient Payments, and Follow-Up Visits.

1. After selecting the desired Report Type, click the Next button to proceed.

Note: In the Report Type step, the “Patientand Insurance” type is auto-selected.

2. The system will navigate the user to the next step, Report Name, as shown below.

3. In the Report Name step, provide a clear and descriptive name for the report.

Note: The system automatically pre-fills the field with the selected report type; however, this name is fullyeditable and can be customized as needed.

4. Upon clicking Next, the system navigates you to Define Filters for the Report.

5. In this step, the system automatically loads all filters based on the selected report type.

6. The user must drag and drop the required filters from the left panel to the right panel, as shown below.

a. Upon clicking on the gear icon, the user can update the filter’s label and operator accordingly.

7. Click on Next to move to the Design Report Layout step, drag the available columns as per the report type, and drop them in the right panel.

 

a. Upon clicking on the gear icon, the user can edit the Column Settings, i.e., display name, column width, apply functions (Count, Sum), and group by (toggle switch) as needed.

8. User has the option to create a Custom Column. Just click on the ‘Create Column +’ button on the top right corner of the screen:

1. Provide a clear and descriptive name for the new column.
2. In the Build Expression section, select the required fields and define their joins. To combine numeric columns, choose the appropriate operator, i.e., Add, Subtract, Multiply, and Divide, as shown below.

 c. To combine text fields, select a field separator, such as a dash, space, or comma.

9. Now, click on the Save button once you’re ready to add the created Custom Column to the report.

10. Another Report Sorting option is available on the Design Report Layout screen.

11. Click the ReportSorting buttonin the top right corner of the screen and select the column you wantto sort from the dropdown. Choose either Ascending or Descendingorder, and then click the Save button.

12. Click Next, and the system will take you to the Preview Report section, where you can review the selected filters and columns before saving the report.

13. Click the Search button. The system will display a preview of the report, reflecting any filters that have been applied.

14. Upon clicking Save, the system will save the report in the Custom Reports section, as shown below.

15. In Reports, you have the options to run or Update a created report.

a. Clicking Run will execute the report and take the user to the view of the generated report.

b. Upon clicking Update, the system will navigate the user to the Custom Report detail screen, where they can add, modify, or edit the name, as well as adjust filters or columns as needed.

ReportPreview

Clinical Designer Enhancement

As committed, the PracticeEHR team is excited to deliver the launch of the new Custom Clinical Designer, allowing users to create fully customized Templates and Sections.

Templates

PracticeEHR now allows users to create custom templates tailored with specific sections and chief complaints, as needed. Whether starting from scratch or modifying existing layouts, the process is now more flexible and easier.

Use Case

• Enables practices to design clinical templates that align with specialty-specific workflows and regulatory or practice-defined documentation requirements.
• Allows providers to standardize documentation according to their preferred structure by creating and managing custom templates and sections, reducing reliance on fixed system templates.

Steps to Create Templates

Creating a Template in the Clinical Designer is easy. Follow these navigational steps and start building your template from scratch.

Navigation:

Setup > Clinical > Templates >Create New Template

1. Click on the Create New Template button, which allows users to create a template from scratch.

2. System populates the Template Detail Screen, allowing the user to create a new template by filling in the mandatory fields along with optional fields, including:

1. 1. Name* (Mandatory Field)
   2. Template Type* (Mandatory Field)
   3. Specialty
   4. Letter Head
   5. Document
   6. Active (Toggle)
   7. Template # (Read Only)
   8. Carry Forward (check box – Assessment, Plan, Charges)
   9. Entered By
   10. Entry Date
   11. Comments

3. Once the user clicks on the “Create Template” button, the system allows them to add the active existing Section, Chief Complaint, and Order Set (Plan & Assessment) to the created template, as shown below.

How to Add Section, Chief Complaint & Order Set in the Template?

1. Click on the “Add” button, available in the Section table/Grid.
2. A new Section Search screen will appear, where the user can search for sections using the available filters.
3. Select the section, and it will be added to the Section table/grid in the Template Detail screen.

4. The added Section, Chief Complaints, and Order Set are visible in the Template Details screen, as shown below.

5. When the Section, Chief Complaints, and Order are added, the user can simply click on the “Update Template” button, and the created template will be updated on the Template Listing screen.

Template Search

• A new Search functionality has been introduced on the Template Listing screen, enabling users to quickly locate templates by name.
• This enhancement simplifies template management and saves time, especially when navigating through a large list of existing templates.

Sections

This feature allows users to create fully customizable sections tailored to their specific needs or import existing sections with support for various section types, including Generic, History, Vital Signs, HPI, and more.

Users can now design structured, relevant sections that align perfectly with their clinical workflows. The user-friendly interface ensures a smooth and flexible section creation experience.

How to Create Sections?

To create a section in PracticeEHR using the Section Designer, the usercan follow the Navigation and steps as mentioned below:

Navigation

Setup > Clinical > Section >Create New Section

Each section can then be customized with fields, question groups, and layouts tailored to the specific needs of the Practice or Specialty.

1. In the Section tab, click on the Create New Section button.

2. In the Detail tab:

1. 1. Enter a descriptive section name.
   2. Select the type of section.
   3. Click on the Create Section button to proceed to the Design Tab.

3. In the Design Tab, the user will add the Chief Complaint or Question Group/Questions depending on the section type, as shown below.

Note: If the Section Type is set to HPI, users will have the option to add Chief Complaints. For all other Section Types, users can add Question Groups to structure the section accordingly.

Section Type – HPI

• When the Section Type – HPI is selected, the user will be able to add Chief Complaints in the Design Tab, as shown below.

• When the Chief Complaint is selected, the user will be allowed to add the Questions group and set the Properties accordingly.
  • Question groups are mentioned below.
    • Boolean
    • Short Text
    • Long Text
    • Drop Down
    • Image List
    • Image
    • Number
    • Date
    • Date Time
    • Pre-defined Questions
    • Assessment
    • Plan Question

• Now simply drag and drop a question into the section and set up the Properties of that question.
  • Let’s do it for the Boolean Type of Question Group, as shown below:

• Let’s add one More, i.e., Long Text type of Question Group, as shown below:

• The user can set up the properties of each question group accordingly, as shown above for the Long Text. The available Properties are.
  • Question
  • Question Type
  • Line Feed(s) Before and After
  • Starting Sentence
  • Show Comments (Checkbox)

Note:  Question Properties vary according to the Question Group.

• While building the section, the user can also navigate to the Sentence Preview section to see how the sentence will look.

• Finally, click on the Update Section button, and the user can navigate to the Main Section screen where the newly designed section will be available.

Section Type – Generic

Upon selecting the Section Type Generic or any other type except HPI, the system will allow the user to add questions.

• In the screen shown below, the system allows the user to fill in the fields and select the Section Type (i.e., Generic).

• While navigating to the Design tab, the user can create custom Question Groups.
  • Click on the Question Group button and give a name to it from Properties.

• Add question types by dragging and dropping from the options available on the screen.

• While adding questions, the user can set up the properties accordingly.
• The system allows the user to add multiple questions in one question group.

• After adding the Questions, the user can view the Sentence Preview, as shown below.

• Finally, click on the Update Section button, and the user can navigate to the Main Section screen where the newly designed section will be available.

• This section can now be added to different templates as per the need for the “Create New Template” option in the Setup > Clinical > Template or by editing any existing template.

Templates in Patient’s Visit

• From the Patient Chart > New Visit, the user will initiate the New Visit, as shown below.

• When the user clicks on "New Visit," a modal window will appear that allows the user to select the Template from the Template’s Dropdown and fill in the other required fields.

• And upon clicking Start Visit, the visit will be started according to the Selected Template in the Open Visit Tab,  as shown below.

Instant Messages

As committed, the PracticeEHR team is excited to deliver the launch of Instant Messages, enabling authorized users to communicate efficiently through real-time direct and group chats within the system, supporting faster collaboration and smoother team coordination.

PracticeEHR now provides an in-app messaging experience with chat search, favorites, group conversations, and message status indicators to help teams stay connected without leaving the workflow.

Use Case

• Enables providers and clinical staff to collaborate in real time inside PracticeEHR.
• Supports team-based communication through direct messaging and group chat threads.
• Improves coordination with unread message indicators, typing indicators, and quick access to recent conversations.

Navigation

• To access Instant Messages:
  Main Menu / Header > Instant Messages icon (bottom right of the screen)

• Upon clicking the Instant Message icon, the Instant Messages screen will open.

Key Features Included

• Instant Messages Panel is accessible from the messaging icon, loading the most recent conversation, and showing unread indicators.
• Search & Filters to find Users, Groups, and Messages with real-time results and “No results found” messaging.
• Direct Messaging to start 1:1 chats directly from search, with conversations listed under Direct Messages.
• Favorites & Chat History Management allow users to add/remove favorites and remove chat history from the panel.
• Group Chats including creating group conversations, naming/renaming groups, and adding members.
• Message Visibility Indicators, including timestamps, typing indicator, online/offline status, and unread badge count.
• Expand/Collapse View to switch between standard and full-screen chat view.
• New Message Notification Badge showing message count on the Instant Messages icon when the panel is closed.

AI Scribe Process Enhancement

The PracticeEHR team is pleased to announce significant improvements to AI Scribe processing, designed to enhance performance, reliability, and user experience during documentation workflows for its Web and Mobile users.

What’s New

Faster & More Reliable Scribe Processing

• AI Scribe processing has been moved to the backend server, improving stability and performance.
• The frontend is now integrated with real-time notifications, allowing users to continue working without interruption.

Improved Scribe Workflow

Previously, the Scribe and New Scribe buttons remained disabled until a scribe result was returned, requiring users to wait before starting another scribe.

With this enhancement:

• Users can start a new scribe immediately, even while another scribe is still processing.
• Multiple scribes are handled in parallel in the background.
• Each scribe maintains its own state, ensuring accuracy and consistency.
• Users receive on-screen notifications when a scribe is ready.

Smarter Visit-Based Notifications

• If you are working within the same visit, the completed scribe is linked to that visit and highlights (blinks) when ready.

• If you are working on a different visit, you will receive a notification alert informing you that the scribe is complete.

Enhanced Reliability

• AI Scribe results are now preserved even if you log out of PracticeEHR.
• No scribe data is lost during processing, ensuring continuity and peace of mind.

AI Scribe Fill Values

• Scribe will now directly answer the questions of the sections selected when scribing for a visit.
• In Scribe Settings, there is a “Fill Values” option that can be enabled for specific Section Types.

• AI Scribe questions now use more meaningful and descriptive names, helping the system generate clearer and more accurate responses.
• Improved question labeling allows AI Scribe to better understand context, resulting in more precise clinical documentation.

Key Benefits

• No waiting between scribes, work continues without delays
• Improved performance and system responsiveness
• Reliable scribe completion even after logout
• Clear notifications tied to the correct visit
• More accurate AI Scribe results through improved question setup

Important: AI Scribe is now available for mobile users on the “PracticeEHR GO” mobile application.

AI Kiosk (Insurance Scanning Enhanced by In-House Vision Model)

The PracticeEHR team is pleased to announce a major improvement to the Kiosk Insurance Card Scanner, delivering more accurate insurance data capture and better handling of low-quality card images.

What Changed

Previously, the Insurance Card Scanner relied on Azure Document Intelligence to extract insurance details. This approach occasionally resulted in incomplete data parsing, particularly when image quality was low.

To address these limitations, PracticeEHR has transitioned insurance card scanning toa custom in-house Vision Model, purpose-built to align with our kiosk workflows and PracticeEHR database requirements.

What’s Improved

• Enhanced data parsing accuracy for key insurance fields
• Improved recognition of low-quality images, including blurry or poorly lit scans
• Better alignment with PracticeEHR database structure, reducing validation errors
• More consistent results across varying insurance card layouts

Key Benefits

• Fewer rescan attempts during patient check-in
• Reduced manual data entry for front-desk staff
• Improved accuracy and reliability of insurance information stored in PracticeEHR

Visit→ Plan: Procedure Start Date, ICD Selection, and Task MessagingUpdates

The PracticeEHR team has enhanced procedure documentation in Visit → Plan to ensure ordering intent is clearly reflected, ICD selection is more efficient, and task messaging remains consistent and accurate.

Key Benefits

• Accurate procedure documentation based on start date intent
• Faster and cleaner ICD selection
• Consistent and informative task messaging
• Reduced documentation and billing errors

Procedure Behavior Aligned With Start Date

• Future Start Date (Start Date > Date of Service):
  • When the user adds a Procedure and the Start Date is set to a future date, as shown below.

• Associated CPT and ICD codes are not posted to the Encounter Form.

• When the Procedure is set to Order and Close, the Assign Task messages now auto-populate with procedure description, CPT, and ICD codes in a standardized format:
  <Procedure Description> <CPT Code> (<ICD codes>)
  Example: Ambulatory Blood Pressure Monitor, 24 Hrs 93784 (Y70.0, Y70.0)

ImprovedICD Selection Experience

• ICD fields now include dropdown selectors for easier code selection.
• A new Reset option is available to clear all selected ICD codes at once and reselect as needed.

PracticePay: In-House Payment Gateway Launch

PracticeEHR is excited to introduce Practice Pay, our new in-house payment gateway designed to provide a faster, more secure, and fully integrated payment experience directly within PracticeEHR.

What’s New?

Practice Pay enables practices to manage patient payments seamlessly without relying on third-party payment processors. The solution is built natively into PracticeEHR, ensuring tighter integration with existing workflows and greater control over payment operations.

Key Benefits

• Fully integrated payments within PracticeEHR
• Improved reliability and performance through in-house processing
• Enhanced security and control over payment transactions
• Streamlined patient payment experience at the front desk and online
• Reduced dependency on external payment platforms

Why It Matters

With Practice Pay, practices gain a unified and consistent payment solution that simplifies operations, improves efficiency, and supports a smoother financial workflow directly within the PracticeEHR ecosystem.

AI Agent Enhancements

What’s New?

This releaseintroduces major enhancements to the PracticeEHR AI Calling Agent, focused on expanding patient accessibility, improving call handlingreliability, and reducing front-desk workload.

Key improvementsinclude Spanish language support, physical telephonefallback for urgent scenarios, a higher-quality AIvoice experience, and automated appointment verification. Together, these updates ensure faster response times, clearercommunication, and a more dependable patient engagement experience.

Key Benefits

• Expanded patient access with Spanish language support
• Faster escalation through physical landline fallback
• Higher-quality AI voice experience
• Reduced call volume via appointment verification automation
• Improved reliability and operational efficiency

1. Spanish Language Support for AI Calling Agent

The AI CallingAgent now fully supports Spanish, allowing Spanish-speakingpatients to interact naturally with the system across all supportedcall workflows.

Key Capabilities

• Automatic detection and response in Spanish
• End-to-end support for:
  • New patient creation
  • Appointment scheduling for new and existing patients
  • Appointment cancellation
  • Practice-specific Knowledge Base inquiries (e.g., parking, telehealth)
• Neutral Spanish tone and dialect for broad accessibility
• Accurate capture of Spanish names, dates, and appointment details

Call Records & Escalation

• All calls are recorded and transcribed, with access available in the PracticeEHR portal.
• If the AI Agent cannot confidently process a request:
  • The call is transferred to a live representative (if available), or
  • A message is captured for follow-up

Value to Practices

• Removes language barriers
• Improves patient satisfaction and access
• Reduces reliance on bilingual staff for routine calls

2. Physical Telephone Fallback (Landline Escalation)

To ensure urgentor complex calls are addressed immediately, the AI Agent now supportsautomatic escalation to a physical office landline.

How It Works

• When a fallback condition is triggered:
  • The system retrieves the practice’s configured landline number
  • An outbound PSTN call (Public Switched Telephone Network) is placed to the office
  • A customizable Text-to-Speech announcement alerts staff (e.g., “Urgent: AI Agent fallback for [Patient Name]”)

Logging & Controls

• Each fallback event is logged in the patient’s EHR interaction history, including:
  • Timestamp
  • Duration
  • Call status
  • Transcript and recording
• Configurable via the Admin Portal
• Fallback occurs only during office hours, unless otherwise configured

Value to Practices

• Ensures immediate staff notification
• Reduces response time during critical situations
• Works with existing office phone systems

3. AI Voice Quality Upgrade (TTS Engine Migration)

The AI Agent’svoice experience has been enhanced to provide more natural andhuman-like responses.

What Changed

• Migrated Text-to-Speech from Azure to Google Chirp 3
• Improved clarity, pronunciation, and natural pacing

Value to Patients

• More comfortable and engaging interactions
• Increased trust in AI-driven communication

4. Appointment Verification Automation

The AI Agent cannow independently handle appointment verification calls, reducing routine call volume.

What’s Improved

• Patients calling to confirm appointments are handled automatically
• Supports unlimited concurrent calls
• Deployed globally across all AI Agent-enabled practices

Value to Practices

• Frees front-desk staff from repetitive calls
• Prevents missed critical interactions
• Improves daily operational efficiency