2026 Changelog

Version 2026.76.0

New Features

• FT-2629 — Inbox: Call Information in the Phone Channel

  The SMS channel in the Inbox has been renamed to Phone to reflect expanded support for call-related communications. Incoming and outgoing calls now appear in the Phone channel alongside SMS messages. Users can view call type (incoming, outgoing, missed), listen to recordings or voicemails if available, and initiate a call directly from the Inbox. Note that initiating a call launches the existing call flow — no changes have been made to the call functionality itself. Missed calls are automatically marked as Open.

• FT-2695 — Inbox: Delete Records

  Users can now delete records from the Inbox, including SMS messages, emails, chat messages, and call records. Once deleted, a placeholder is shown in place of the record, indicating the timestamp and the user who performed the deletion. All deletions are logged in the audit log. After clicking Delete, users have a 15-second window to undo the action directly from the interface before the deletion is finalized.

• FT-2697 — Inbox: Internal Notes

  Care team members can now leave Internal Notes within any conversation in the Inbox. This is useful when additional context needs to be captured alongside a patient conversation without it being visible to the patient. Internal Notes are highlighted in purple and clearly labeled in the UI, making them visually distinct from outbound messages. They are only visible to team members and are never accessible to patients.

• FT-2717 — Inbox: @Mentions

  Users can now mention colleagues using @mentions with autocomplete. Mentions are currently available within Internal Notes. A dedicated Mentions tab aggregates all conversations where the user has been tagged, with a counter for unresolved mentions. Each mention carries a Read/Unread status. If the mentioned user does not have access to the conversation, a warning is shown. Mention notifications can be configured in Designer via automations (Notification, Email User, SMS User, Task, and Webhook action types). Support for @mentions in other parts of the system is planned for a future release.

• FT-2803 — Inbox / Communication Center: Spreadsheet File Attachments in Emails

  The Inbox and Communication Center now support .xlsx, .xls, and .csv file attachments in email conversations. Files can be attached and sent to patients, and files received from patients are displayed inline with filename, size, and icon. Clicking an attachment opens a read-only in-app preview. Users can download the original file and create documents from these file types.

• FT-2897 — Phone Tree: Configurable Timeout for Digital Selection

  Phone Tree Digital Selection conditions now support a configurable input timeout. Administrators can set a custom wait time for button input per condition, replacing the previous fixed 10-second default.

Improvements

• FT-2868 — Inbox: Mute/Unmute via Right-Click

  To mute or unmute a channel in the Inbox, right-click on the channel to open a context menu with the mute option.

Fixes

• FT-2789 — Automation Condition Check for Non-Patient Triggers

  Resolved an issue where automation condition checks were skipped when the trigger was not associated with a patient. Conditions now evaluate correctly regardless of whether the triggering event includes patient context. A validation message is also shown in Designer when a patient-context-dependent condition type is used with a non-patient trigger.

• FT-2799 — Data Audit Column Shifting

  Resolved an issue in the Admin Data Audit where columns shifted or disappeared during navigation.

• FT-2884 — Calendar Day View Not Retaining Today's Date

  Resolved an issue where the calendar opened to the start of the week instead of today when returning to the Calendar page after navigating away, despite the Day view being saved as the selected view.

Version 2026.75.0

New Features

• FT-2462 — Inbox Notifications

  Automations can now send notifications for Inbox events. New events have been added to the Inbox group — a general Inbox event plus channel-specific events for SMS, Email, and Chat messages received — compatible with Notifications, Email User, SMS User, Task, and Webhook action types. Clicking a notification takes the user directly to the relevant message in the Inbox. In the Care Portal, users can mute or unmute individual Inbox sections by clicking the corresponding bell icon; the All Patients Inbox is muted by default. When muted, users will not receive notifications for that section in the Notification Center. A default Inbox Message automation is provided for all channels, inactive by default.

• FT-2516 — New "Partially Completed" Assessment State

  A new Partially Completed status allows assessments to be saved with unfilled required fields using the Force Complete option. The collected data is saved to CDT immediately upon force completion, preventing data loss. The assessment can later be reopened, completed fully, and transitioned to Completed. The state appears in the Care Portal Assessments filter and can be used in automations via a new "Assessment Partially Completed" event and "Is Partially Completed" condition. A dedicated Security Policy in Designer controls visibility and the ability to set this status. Patients do not see the Force Complete option; file generation is not available in this state.

• FT-2791 — HTML File Attachments Supported in Emails

  HTML files can now be received as email attachments. Previously these were filtered out and inaccessible; they are now surfaced alongside other attachment types with download and open-externally options.

Improvements

• FT-2659 — Improved Event Time Validation in Calendar

  Added a validation check preventing events where the end time is earlier than the start time on the same day, eliminating invalid same-day event spans.

Fixes

• FT-2246 — Automated Email PFA Folder Link

  Resolved an issue where PFA folder links in automated emails returned a "page not found" error after the PFA was edited and republished in Designer. Links now correctly open the current set of assessments.

• FT-2627 — Assessment Completion Error with Multi-Select Profile Fields

  Resolved an error where completing an assessment with a multi-select profile CDT field pre-populated from a template variable failed with "Pdt value not found in Pdt record". The system now applies consistent value-validation logic to both single- and multi-select profile fields.

• FT-2787 — Calendar Now Displays Current Week on Login

  Fixed a bug where the main Calendar view loaded the previous week after login while the side calendar showed the current week. Both now open to the current week consistently.

Version 2026.74.0

New Features

• FT-2770 — Fax Notifications via Automation

  Automations can now be triggered by fax-related events, including when a fax is received, fails, is reviewed, or is assigned to a patient (both inbound and outbound). Notifications can be configured for specific roles, allowing teams to stay informed and respond promptly based on their responsibilities.

• FT-2534 — Fax API Endpoints for External Integration

  New API endpoints are now available for fax integration. API clients can create faxes, attach files, and send them via API, supporting more flexible and automated fax workflows.

Fixes

• FT-2759 — Time Field Display in Homepage Widgets

  Resolved an issue where time-type fields in homepage widgets were displayed as "Invalid Date" instead of the correct time value. Time values are now shown accurately.

Version 2026.73.0

New Features

• FT-2482 — Electronic Fax (Beta)

  Welkin now supports sending and receiving faxes directly within the platform. A dedicated Fax section can be added to the Inbox upon request, integrating fax communications alongside existing messaging channels. Key additions include: inbound fax management (received faxes land in a Needs Review queue), outbound faxes, fax templates for standardized documents, and new eFax security policies covering view, create, update, and delete access.

• FT-2740 — Support Adding User Comments to Tasks via API

  The API now supports adding comments to tasks on behalf of a user. This allows API clients to pass user-originated input directly into the system with proper attribution, improving data accuracy and context for integrations that capture user or patient input externally.

Version 2026.72.0

New Features

• FT-2660 — Scheduled Automation Based on Data Type Event

  Automation scheduling now supports a new Data Type trigger within the Scheduled option. Automations can be configured to run based on values stored in Custom Data Types (CDTs), such as a specific date or a numeric field — enabling automations to trigger before or after a value captured during data entry. For example, during an assessment a user can enter a follow-up date, and the system will automatically schedule reminders or tasks at the appropriate time.

Improvements

• FT-2143 — Improved File Upload Validation in Document Center

  Error messages for failed file uploads now clearly indicate which specific file has an issue, making it easier to identify and resolve upload problems without guesswork.

Fixes

• FT-2481 — Assessment Save Issue When Using Tab Key

  Resolved an issue where assessments could fail to save when a numeric value was entered and the Tab key was used to navigate to the next field. Assessments now save correctly in all tab-navigation scenarios.

Version 2026.71.0

New Features

• FT-2575 — Question Groups in Assessments

  Assessments now support Question Groups — a flexible way to organize and capture repeating sets of related information. A Question Group allows multiple instances of the same group of questions to be added during a single assessment, eliminating the need to duplicate individual questions in the template. Common use cases include medication lists and family/social history.

Version 2026.70.0

New Features

• FT-2393 — Calendar Experience Redesign

  The Calendar has been refreshed as part of the Welkin Look & Feel initiative. Key improvements include a cleaner layout and visual hierarchy, redesigned timezone handling, encounter status visible directly in the calendar view, preserved user display preferences, and improved accessibility with better contrast ratios. This update establishes the foundation for additional calendar features planned for upcoming releases.

Improvements

• FT-1462 — Improved Handling of Unresolved Variables in Documents

  Documents are now generated even when some template variables cannot be resolved. Instead of failing, the system produces the document and displays a warning listing the names of any unresolved variables.

• FT-2533 — Improved JSON Viewer in Audit Logs

  The JSON display in Audit Logs has been updated for better readability and usability. JSON is presented in a clearer structure, and users can now copy specific values or sections directly using a dedicated copy action.

Version 2026.69.0

New Features

• FT-2397 — Open Communications Counter in My Inbox

  A new counter in the My Inbox section displays the number of open communications at a glance, helping users prioritize responses and manage their workload more efficiently.

• FT-2429 — Secure Email via HIN in Automations

  Automations can now send secure emails via HIN in addition to Paubox. The secure email provider used is determined by the provider configured in system settings, giving administrators flexibility in how secure communications are delivered.

• FT-1961 — All-Region Access Configuration

  Administrators can now grant all-region access to users and API clients directly from the Admin Portal, without having to configure access region by region. Granular per-region access configuration remains available for cases where it is needed.

• FT-2143 — Increased PDF Upload Size Limit in Documents

  The maximum file size for PDF uploads in the Documents center has been increased to 200 MB, making it easier to work with larger clinical documents and attachments.

Improvements

• FT-2143 — Improved File Upload Validation in Document Center

  Upload error messages now clearly identify which file has an issue, reducing the time spent troubleshooting failed uploads.

Fixes

• FT-2481 — Assessment Save Issue When Using Tab Key

  Resolved an issue where assessments could fail to save when a numeric value was entered and the Tab key was used to navigate to the next field.