Ona reads your uploads, and you confirm in one click

When you add a photo or document to a patient's chart, Ona now reads it as it updates the patient's summary. Add it during a visit, and Ona reads it for that visit's summary and charting too. Every file now needs a name and can take a description, which Ona reads as well: set both as you upload, change them with Edit details, or edit the description right in the preview. Videos and files over 20 MB aren't read.

At the top of a patient's Overview and of a visit, Review Ona's suggestions counts what Ona has charted that's waiting for you, section by section. Confirm all keeps every suggestion, and Dismiss all removes them after asking first. To answer one section at a time, use the buttons beside suggested by Ona under that section. Records you've confirmed or added yourself are never touched.

Rest the pointer on a patient's name in the chart header or the visit bar, and a card opens with their legal name, tags, MRN, phone and email, emergency contact, coverage and memberships. All patient details opens their full details beside the chart.

Add a Preferred name and Pronouns in a patient's details or on their settings page. The chart header and visit bar then show the name they go by, with their pronouns beside it. Everywhere else, including documents and claims, keeps their legal name.

Open a service under Services and list where it's offered under Visit defaults → Locations: sites, rooms or both. The first one is the default for visits your team books. Leave it empty if the service isn't tied to one place.

When your practice has more than one location, patients can filter your booking page by location. For an in-person visit offered at more than one, they choose Where you'd like to be seen before they confirm, and a location that can't take that time can't be picked. Patients see your locations, never your rooms.

Pick a service from All services at the top of Calendars. Open hours narrow to when and where that service is offered, and visits for other services fade back, though their time stays taken. Clinicians and locations that don't offer it are marked Not assigned or Not offered, and you can still book them. A visit you start from the filtered calendar already has that service picked.

Every consent and form now asks who is signing. On an emailed link or the clinic tablet, I'm signing on behalf of … takes the signer's name and relationship, and starts ticked when the patient is under 18. A guardian signing from their own portal account doesn't type anything, because their name comes from their account. The signed copy and its PDF say who signed on the patient's behalf.

Under Screening in a form, a flag can now hold more than one condition: choose Add condition, then join them with and or or. A condition can test a score or a question's answer, such as one option being picked, so a flag fires on a pattern rather than a single total. The Mood Disorder Questionnaire (MDQ), new in the forms library, uses this for its positive screen.

Services now holds your services, packages and memberships in one place, each in its own list, with one search across them. Give any of them a Category, and it's listed under Categories beside everything else filed there. Online booking sets the order of your services and packages on your booking page, and which services, packages and memberships patients see.