New optional charting sections, and Ona Assistant beside your work

There are seven of them, all off until you switch them on under Settings → Charting → Charting Sections: Hospitalizations, Surgical history, Family history, Social history, OB/GYN history, Vaccines and Reason for visit. Turn on the ones your practice actually asks about. History belongs to the patient, so the chart's Summary and every visit share one list, and nobody types in the same gallbladder twice. Reason for visit is kept per visit, and the chart lists the Recent visit reasons. Vaccines are coded with CDC CVX, including ones given elsewhere or politely declined.

When Ona charts a visit, an intake form or an interview, the history it picks up arrives as a suggestion. A new hospital stay, surgery, relative or vaccine waits with a sparkle until you Confirm or Dismiss it. For social and OB/GYN history, Ona tells you what it changed, such as "Ona updated tobacco and alcohol.", and Dismiss puts the earlier answers back. Ona only fills the sections you've turned on, so it won't start a family tree you didn't ask for.

Open Ona Assistant from the bottom-right corner of the dashboard and ask the way you'd ask a colleague: which visits are coming up this week, which faxes are still unread, which claims got denied. Ona searches patients, visits, faxes, referrals, claims and invoices, and answers with links that open the record in place, with the Assistant still open. It only reads, so it can't book, send, sign or change anything, however nicely you ask. Clinicians only see their own visits and the patients they can open.

Choose Open in side panel in the Assistant's header and Ona docks to the right of whatever you're working on. It already knows what's on your screen: the fax, claim, referral or note you have open, or the part of the chart you're in, so there's nothing to copy and paste. What it can see shows as a chip above the message box, which you can remove. Open in floating window sends it back to its corner.

Opened a conversation too early? Choose Mark as unread from its menu, or press U, and it waits for you as if you'd never seen it. Mark all as read in the list's toolbar clears the lot in one go. Read and unread are yours alone, so your teammates keep their own. The list's filter is now a single Unread toggle.

Browser gave up mid-visit? While you record an in-person visit, Ona keeps the audio in your browser until it's saved. If the upload fails, the page reloads or the browser closes, the recording is waiting in the recording bar the next time you open the dashboard in the same browser, ready to Save recording or Discard. Signing out or wandering off mid-recording keeps it too.

When a patient finishes a form, consent or interview from an emailed link, the last screen now lists what else they have open, starting with the same visit. One button starts the next one, such as Start next form, so there's no waiting for another email. They can also Sign in to your patient portal from there.