Cortico Web Release

1. Updates to appointment booking

1.1 - Added support for hyperlinks in the video call join instructions field.

1.2 - Made the Health Card Expiry Date field optional for Ontario newborn patients (under 1 year old) in the patient form. Version Code was already optional.

1.3 - Added a Book page that shows available workflows filtered by provider. Clinics with a custom booking process or instructions can link to it from their own website.

1.4 - Added separate error handling for Cortico errors and EMR errors during the patient lookup step.

2. Updates to terminal kiosks

2.1 - Added a "Not you?" check when a patient tries to change the name of the currently loaded patient while checking in at the kiosk. This helps prevent a patient from accidentally editing another patient's profile if the previous patient walks away before the inactivity timer runs out.

3. Updates to patient forms

3.1 - Staff can now search and favourite forms in the form list when sending form tasks to patients.

3.2 - Added a new form mode so staff can fill out forms together with patients in person.

3.3 - Updated the design of the patient forms list page.

3.4 - Replaced a legacy forms or notes setting with a Patient Form.

3.5 - [Accuro] Added a configuration option to save form responses as a Clinical Note.

4. Updates to Request to Book

4.1 - Updated the design of the Request to Book table page.

5. Updates to patient tasks

5.1 - Added a setting to turn patient file upload task notification emails on or off.

6. Updates to payments

6.1 - Added an Export option for Overdue and Pending invoices.

6.2 - Added a configurable default note per provider when creating invoices.

7. Updates to Request to Book

7.1 - Removed the provider number from the Provider dropdown.

8. Updates to EMR integrations

8.1 - [Accuro] Added a configurable Document Type field for Clinical Notes created in the patient's chart, such as messages and forms copied to an encounter.

8.2 - [All EMRs] Added support for setting default appointment locations for providers.

8.3 - [MedAccess] Fixed an issue where an incorrect error message was shown when an invalid PHN was used during patient signup.

8.4 - [MedAccess] Added an explanatory tooltip to the "Resync from EMR" button.

8.5 - [MedAccess] Fixed an issue where patients could double-book an appointment slot when the provider has a location set.

9. Updates to messaging

9.1 - Added messaging access in the patient home for secondary users in a patient's circle of care, such as a second parent or caregiver.

9.2 - Added support for multiple users, such as more than one parent, to log in to the patient portal.

9.3 - Updated permissions to limit which patient portal pages secondary users can access.

9.4 - Updated some URL paths for patient and provider messaging.

9.5 - [Sans EMR] An error message now shows when staff try to message a patient who has no email address.

9.6 - Fixed an issue where clinicians were categorized as "personal" shared access contacts.

9.7 - Fixed an issue where conversation history was lost when a patient's PHN was added or changed in the chart.

10. Other updates

10.1 - Updated some copy and links in patient emails.

10.2 - Fixed issues with the staff Feedback button.

10.3 - Freemium clinics can now access Fax settings and the annotator feature.

10.4 - Fixed an issue where some phone number formats were not displaying in the clinic footer.

Cortico Plug-in

4. Messaging

4.1 - Secure sending is now disabled for patients without an email on record, so providers and MOAs cannot send a message the patient cannot access.

4.2 - Fixed an issue where the plug-in showed "Subscribed" for an opted-out email address when the letter casing differed.

4.3 - Internal messaging is now enabled by default, so providers and MOAs can message their clinic team without manual setup.

4.4 - [Accuro] Provider home messaging is now enabled by default at Accuro clinics, so providers can use it without manual setup.

4.5 - Fixed an issue in external provider messaging where MOAs at the receiving clinic had to refresh or switch tabs to see an updated notification count.

4.6 - Triage conversations are now removed from the Triage and My Conversations tabs once a provider is assigned, so MOAs only see conversations that still need action.

4.7 - [MedAccess] Investigated an issue where prescription attachments sent through a patient message were missing the doctor's signature.

5. Referrals

5.1 - Referring providers can now copy a referral excerpt and link to share the referral through WhatsApp.

5.2 - Providers can now open a shared referral to view its information.

5.3 - Patients are now notified when their referral is created, accepted, or rejected.

5.4 - Referring providers can now cancel a referral at any stage, so both parties know it is no longer proceeding.

5.5 - The AI referral assistant now asks for important information based on the referral reason, so referrals include the relevant clinical details.

5.6 - Providers can now dictate into the AI referral assistant in provider home messaging instead of typing.

5.7 - The referral status bar now appears on the shared referral details page.

5.8 - The AI referral assistant's system prompt can now be edited in the development environment for testing (internal testing, no user-visible change).

5.9 - GARH is now preselected as the recipient for new referrals.

6. Appointment Actions

6.1 - Fixed an issue where the plug-in showed an inaccurate appointment end time.

6.2 - Fixed an issue where manual phone appointments inserted the wrong phone number into the Reason field.

7. Cortico AI & Inbox Assistant

7.1 - [MedAccess] Providers and MOAs can now filter Inbox Assistant documents by provider.

7.2 - Added a setting to control which providers have access to the Inbox Assistant.

7.3 - Improved how AI chat limits its tools so the patient chart can be reused from cache instead of being processed again (internal optimization, no user-visible change).

8. UI/UX Improvements

8.1 - Inbox Assistant scan results now show while loading, and access rules are available on demand.

8.2 - Renamed "Quick Actions" in AI chat to "Quick prompts".

8.3 - Fixed an incorrect font on the Messenger header and card on the Scheduling page when the plug-in user is logged out.

8.4 - Fixed an issue affecting plug-in users with a password manager when switching between tabs.

9. Testing & Reliability

9.1 - Fixed a session-expired error shown when the user is logged out.

9.2 - Fixed a failing end-to-end test (internal testing, no user-visible change).

9.3 - Fixed failing AI tests related to PDF reading and AI chat event order (internal testing, no user-visible change).

9.4 - Enabled stricter lint rules to catch unsafe TypeScript usage before merging (internal code quality, no user-visible change).

9.5 - Fixed newly reported errors from error monitoring (internal, no user-visible change).

10. Metrics & Tracking

10.1 - Corrected eligibility check events so run success and daily active users are measured accurately (internal tracking, no user-visible change).

10.2 - Corrected pharmacy sync events so sync success is measured accurately (internal tracking, no user-visible change).