Prove a teammate sent an SI's email, so an emailed request can count as their order
An internal endpoint answers whether a message in a member's own mailbox was sent by a teammate: its From reaches a member of the same org, and that member's ow...
Pipeline shows when each deal and loan opened, and sorts by it
Deals and loans show "Opened <date, time>" in the member's zone. For loans imported from Arive that is Arive's creation time — before, every imported deal sorte...
Pipeline loans opened in Arive carry Arive's creation time, not the import's
Loan summaries carry when an MLOS loan really opened (openedAt)
Prospects — pre-application deals leave the open pipeline
A deal whose loans are all at intake, qualification or pre-approval (no application taken yet) shows under its own Prospects view and count. Open, its KPIs and ...
Pipeline shows pre-application stages, every outcome, and archived loans
- statuses: Application Intake, Qualification, Pre-Approved; Approved Not Accepted, Closed for Incompleteness, Rescinded, Pre-Approval Denied / Not Accepted...
Kamo holds every Arive loan, at the status Arive really has it
- import and inbound events adopt every loan — open, funded, adverse or archived — instead of only "active" ones - no per-loan Get Loan or crmReferenceId stam...
Pre-application statuses, every HMDA outcome, archive, and Arive's real dates
Arive loans were mapped from stage names alone: every pre-application stage became Application Taken, every archived loan Withdrawn (funded ones too), every adv...
External MLOS lives on the mortgage market and on each loan
- Settings → POS markets → mortgage market: new "External MLOS" tab (Arive via Zapier, MeridianLink) with connection, stage map, transaction window and the ...
MeridianLink poll applies to loan applications, not leads
Changed loans are matched through MLOS_LOAN_LOS_LINKS and sent to securityservice by connection; unknown loans are adopted only where the LO unit maps to a sing...
Mirror every loan application to the market's external MLOS, both ways
Arive and MeridianLink connect to the MORTGAGE (MLOS) market instead of a lead market, and sync loan applications instead of leads. - LoanLosSyncService: queue...
Sync external MLOS (Arive, MeridianLink) at the loan, not the lead
The lead-level LOS link is replaced by a loan-level one: every loan application is mirrored to the market's external MLOS and back, linked one-to-one by MLOS_LO...
Coded terminology — RxNorm, ICD-10-CM, CVX and HCPCS loaded from their publishers; pickers, real code checks, and the ONC high-priority interaction screen
Loaders (ehr.terminology): RxNorm Current Prescribable Content (NLM, MD5 verified against NLM's page; **************** drug->ingredient resolved through compone...
Message patients from the chart, consent first; reminders, confirmations and video visits on the schedule
- Messages tab: contact consent card (texts, e-mail, do not contact — when and how, history), a composer that asks the server before sending (consent, and a m...
A medical practice's video visit room, created server to server
POST /api/internal/meet/telehealth (X-Internal-Auth = internal.auth.secret, MeetInternalAuth) creates a meeting on the organization's own provider and live doma...
A practice's patient chart hears a patient's replies, STOP/START and delivery receipts
PatientSmsRelay posts (X-Internal-Auth, off the carrier's thread, bounded queue, never throws) to SecurityService **************** - every inbound text after de...
E-prescribing — e-Prescribe dialog, e-Prescriptions worklist, setup and pharmacies
- Chart medications: e-Prescribe opens our prerequisite + safety check, then the network's page in a large frame; closing it imports what was sent. Each presc...
Patients can be texted and e-mailed from the chart — consent first, reminders, video visits, recall messages
- One consent-gated door **************** for chart messages, reminders, video links, recall messages and confirmation replies: the patient's own consent per ...
Electronic prescribing through Weno Exchange EZ Integration
- ErxTransport vendor seam (UnconfiguredErxTransport default, WenoErxTransport first network) - Practice eRx account (MANAGE_EHR_SETTINGS): network, TEST/LIVE w...
E-prescribing schema — network account, enrollments, pharmacy directory, transmissions
Five new clinical tables (ehr_erx_settings, ehr_erx_enrollment, ehr_erx_pharmacy, ehr_erx_pharmacy_import, ehr_erx_transmission), structured preferred/alternate...
Patient outreach entities — contact consent, sent messages, reminder ledger, reminder settings, video visits
- PatientContactConsent (ehr_patient_contact_consent): append-only SMS / EMAIL / do-not-contact ledger - PatientMessage (ehr_patient_message): texts and e-mails...
Claims office — 837P files for the clearinghouse portal, acknowledgements, 835 review and posting, claim-billing setup
- /patients Claims section (VIEW_CLAIMS / MANAGE_CLAIMS / POST_INSURANCE_PAYMENTS): ready claims → check (problems grouped by where they are fixed, with the ...
Terminology store can hold loaded releases — load state, picker columns, ingredient links, search words
term_code_system_release gains **************** so only a COMPLETE release answers a lookup. term_concept gains concept_class (RxNorm TTY), short_display, billa...
837P claim files for hand upload, 999/277CA acknowledgements and 835 ERA review and posting
No clearinghouse contract exists, so practices upload X12 files to a portal by hand. This builds that path end to end: - 837P (005010X222A1) for one or many re...
X12 claim-file entities — billing profile, clearinghouses, billing clinicians, payer plan types, control counter, 837 batches, imports
The tables behind hand-uploaded 837P files and 999/277CA/835 imports. RemittanceAdvice.raw835 is now @JsonIgnore (an 835 names every patient it pays and the rem...
Coded pickers — RxNorm, ICD-10-CM, CVX, HCPCS
One keyboard-accessible combobox (ARIA 1.2: activedescendant, arrows, Home/End, Enter, Escape, Tab) behind four thin pickers. 250ms debounce, two-character mini...
One coherent chart — recalls, desk payments, card images, prescription print, video walk-ins
- Chart tabs in clinic order (Summary, Clinical, Visits, Monitoring, Documents, Insurance, Billing, Appointments, Messages, Records), gated per right in both ...
Billing can read a patient's desk payments and reprint a receipt
Voiding a desk payment needs MANAGE_CLAIMS or POST_INSURANCE_PAYMENTS, but listing them and reading a receipt needed BOOK_APPOINTMENTS — a biller could void a p...
The front desk can open, register, correct and insure a patient
- Chart page: a front-desk view (Summary, Insurance, Appointments, Messages) for members with a registration/scheduling/billing right and no care relationship...
Visits and notes a doctor's office can run on — documents, printouts
Notes (P0 data loss fixed) - A reopened draft re-reads its text before the editor unlocks; if it cannot be read the editor never opens over it. Signed notes r...
Claims on the chart, honest claim sending, emergency-access review, records office that never reads a failure as empty
- Clinical proxy keeps upstream status codes, Prefer, Content-Location, Retry-After and X-Progress, and streams non-JSON bodies: CCD XML and bulk NDJSON dow...
Visits and notes a practice can run on — safe autosave contract, walk-ins, documents, printouts
Notes - Reads return the current text (original after addenda), author/cosigner names and exact id keys; GET /notes/{id} re-reads one note, audited. - Only th...
A front desk that runs a real clinic day
- Practice clock: every day, 'today' and time is the practice's own zone (no UTC days, no browser dates); turns over at the practice's midnight - Day schedule...
Front-desk registration tier, contact details, MRN assignment, search, coverage writes
- **************** members holding CREATE_PATIENTS, EDIT_PATIENT_DEMOGRAPHICS, BOOK_APPOINTMENTS or MANAGE_CLAIMS open a patient's REGISTRATION record without...
A patient's care gaps carry the measure's name and when it was computed
The chart's care-gap card shows 'Breast Cancer Screening', never a measure id, and keeps the newest result per measure.
Note author and cosigner ids as text for browsers
Member ids are int64 beyond JavaScript's exact integer range; the transient authorMemberKey / cosignerMemberKey let the chart compare "is this my note" and pre-...
The clinical tab reads like a chart — allergies, problems, medications, vitals, immunizations, orders and results, each with inline add
- ClinicalWorkspace: names the visit writes attach to (the patient's open encounter, the member's own first; picker when several; says so when none) and passe...
Chart write paths — allergies/NKDA/review, problems, visit diagnoses, vitals, outside meds, results and review; order loop closure fixes
- ChartEntryController/Service: add allergy (reaction, severity, criticality, onset), record NKDA, mark allergy list reviewed (ClinicalListReview), **********...
A front desk that runs a real clinic day
- Practice clock (practice time zone, else the organization's): every day window is the practice's, never UTC; settings + rooms endpoints (/schedule/practice)...
Chart list reviews, allergy reaction/severity, status reasons, order diagnoses, result review note
- ClinicalListReview (fhir_chart_list_review): a real reviewed-at record for the allergy and medication lists, so 'reviewed' stops meaning 'at least one row e...
Schedule entities for the practice's clock, rooms, desk payments and recall outreach
- PracticeSettings (ehr_practice_settings): the practice's time zone and default visit length - PracticeRoom (ehr_practice_room): rooms a patient is put in; ret...
Front-desk registration record — contact details, emergency contacts, MRN counter, coverage write fields
Patient gains preferred contact method, primary care member and preferred pharmacy; emergency contacts are FHIR Patient.contact (fhir_patient_contact, retired n...
Chart documents, practice note templates, note read-side text and withdrawal record
- PatientDocument (ehr_patient_document): category, title, document date, content type, size, SHA-256, imaging Img id + storage key, uploader, entered-in-erro...
Real refusals, break-glass review decisions, honest claim sending, hand-keyed EOBs
- EhrRuleViolationException: a business-rule refusal (unsigned note at close, double booking, not the author/cosigner, self-cosign, already signed, restrict...
Record how a claim was sent, and list reviewed emergency accesses
A claim gains ready_at, submission_channel, submitted_by_member_id and submission_note, so a claim sent by hand through a payer portal or on paper is recorded h...
The invoice shows the Receivables remittance block, as quotes do
The invoice dialog renders the same QuoteRemittanceBlock the quote preview uses, from the seller's Receivables details, while anything is owed. The Receivables ...
The invoice's remittance block reads exactly as the quote's
Same heading, labels and ACH Credit Only notice (signer.quote.remit), with the invoice-number reference kept beneath it.
Invoices print the Receivables ACH details exactly as quotes do
The PDF and the email now carry the quote's remittance block, word for word: - Remit payment to - payee (legal name) - bank - routing number (ABA) - account num...
Change seats and licenses from a date, with the prorated charge previewed
Change seats & licenses opens a dialog to set: - seats and each add-on's licenses (per-user licenses follow the seats until typed over); - the date it takes e...
Endpoints for dated, prorated seat and license changes; the job applies them
New endpoints: - POST **************** - POST /subscriptions/{uid}/changes - GET /subscriptions/{uid}/changes - POST **************** The hourly billing job ap...
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