> For the complete documentation index, see [llms.txt](https://docs.welkinhealth.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.welkinhealth.com/release-notes/changelog-2024.md). # 2024 Changelog This page lists all Welkin platform releases for 2024, newest first. {% updates %} {% update date="2026-06-05" %} ## Version 2024.58.0 ### New Features * **FT-1253 — Subscriptions: Trial Period** Subscription templates in Designer now include a block for defining the number of trial days. In the Care Portal, the trial day count can be edited when creating a subscription. * **FT-1414 — Data Audit: Discarded Assessment** A new Object Type `cdt: assessment(name of the assessment)` is added with the event `cdt_deleted`, showing which CDTs were deleted when discarding an assessment. * **FT-1221 — Display Patient Timezone During Encounter Scheduling** The Patient field in the encounter creation drawer now shows the patient’s local time and time zone. When the encounter time zone is changed, the patient’s time adjusts automatically. If the patient’s time zone is not specified, UTC is displayed by default. * **FT-1222 — Time Zone Display for Encounter Start and End Times** Encounter variables `startDateTime` and `endDateTime` in Message Templates now display the time zone alongside date and time (format: “12-11-2024 9:00 am US/Pacific”). If a patient’s time zone is not specified, the encounter time defaults to UTC. ### Improvements * **FT-1167 — Improved Focus for Unfilled Required Fields in Patient Profile** Clicking Save when a required field is left unfilled now automatically scrolls to the first unfilled field. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.57.0 ### Improvements * **CT-1042 — Performance Stabilization** Backend optimization enhances system synchronization and data flow efficiency, reducing latency across key services. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.56.0 ### New Features * **CT-915 — Patient Subscriptions** Configurable subscriptions for patient services with customizable billing frequencies and amounts. Powered by Stripe for payment processing. The Billing module must be enabled by the Welkin team to use this feature. ### Improvements * **FT-965 — Complex Sig Data (Tapers/Titrations) from Dr. First** Complex sig data (tapers/titrations) from Dr. First can now be received and displayed in Welkin. Activation must be requested from the Welkin account manager within Dr. First. A new CDT and Data View must be created in Welkin to capture and display complex medication instructions. ### Fixes * **FT-996 — Email Export API: Missing Attachments** Resolved an issue with incomplete export of attached files via the Export API, ensuring consistent and reliable file export. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.55.1 ### Improvements * **CT-1043 — Support for New Variables in Invoice and Superbill Templates** Encounter Disposition variables are now supported in both Invoice and Superbill templates, enabling users to populate information from the Encounter Disposition section into these documents. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.55.0 ### Fixes * **FT-1150 — Security Policy Page Blank in Designer** Resolved an issue causing a blank page when viewing the security policy. Handling of large data sets on this page has also been optimized to prevent recurrence. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.54.0 ### New Features * **FT-995 — API: Bulk Export of Document Summary Data** A new API endpoint allows bulk export of document summary data, retrieving all records updated recently in a single request. This reduces the number of API calls required to access document summary data across multiple patients. * **FT-1020 — Automation for Generating and Sending Superbills** Superbills can now be automatically generated and delivered to patients via regular or secure email with a selectable email template. Conditions can be set based on Billing Type, and Encounter properties such as Delivery Method or Billing Type can serve as triggers. Fields from Encounter Dispositions can also be used to refine automation criteria. If no invoice is generated for the Encounter, the automation fails and a record is logged in the automation audit. * **FT-1078 — Custom Logo Display in Care Portal** A custom logo can now be displayed in the Care Portal instead of the Welkin logo, aligning the portal with your organization’s branding. * **FT-1073 — Custom Fields in Patient Top Info Section** Custom patient profile fields can now be created and added to the Top Info section in Designer. ### Improvements * **FT-925 — Rich Text Handling for Variables with Quotes** The rich text editor in message templates now accurately processes and displays variables containing quotes, ensuring consistent behavior between plain text and rich text formats. * **FT-1062 — Expanded Language Options** German and Italian have been added alongside French and Albanian as available language options in the Designer, Admin, and Care portals. * **FT-1099 — Updated Visual Design for Sign-In Page** The sign-in page has a refreshed look and feel, including a redesigned Welkin sign-in button. * **FT-1113 — Localization Support for Switzerland** A new locale for Switzerland has been added to accommodate region-specific time zone and date formatting. * **CT-853 — Expanded Automation Flexibility for Webhook Actions** Automations with webhook-only actions can now be created even if the trigger overlaps with another automation. This restriction was previously in place to prevent infinite loops, but does not apply to webhook actions. ### Fixes * **FT-1021 — Patient Deletion Error in Sandbox** Resolved an issue that prevented users from deleting patients in the Sandbox environment. * **FT-1028 — Missing Data in Admin Data Log** Fixed an issue where events related to CDT updates were not correctly recorded in the Data Audit log. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.53.1 ### New Features * **CT-675 — Pre-authorization of Payments Instead of Charge** Configurable pre-authorization parameters are now available in the admin panel at the environment or account level. Pre-authorization timing is based on how far in advance the Encounter is booked relative to a configurable threshold (e.g., 48 hours). Cancellations, finalizations, and rescheduling are all handled via automation rules. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.53.0 ### New Features * **FT-833 — Data Views Labeling Simplification** Labels in Data Views are pre-filled at Add Form and Edit Form once set at View (Fields), when those forms are enabled and labels are blank. Labels can still be changed manually in each area. * **FT-1016 — Patient Search by Middle Name** Patients can now be searched by middle name alone or in combination with first and/or last name. * **FT-994 — API: Profile Bulk Export** Bulk export of Profile data is now available via the API under the `/export/PDT_RECORD` route. ### Improvements * **FT-990 — Acuity User ID Configuration Moved to Admin Panel** For customers using Acuity Enterprise integration, the Acuity User ID field has been moved from User Attributes to the Admin panel, simplifying configuration. * **FT-890 — Availability Blocks UI Improvement** Encounter type icons and color coding for Encounter templates are now displayed in availability blocks, making it easier to differentiate between different Encounter template availabilities. * **FT-975 — Encounter Variables in Forms** New variables `{{ENCOUNTER..startDateTime}}`, `{{ENCOUNTER..endDateTime}}`, and `{{ENCOUNTER.*.location}}` are now supported in Forms and Assessments. ### Fixes * **FT-504 — Completed Assessments Showing Blank Fields** Fixed an issue where completed Assessments showed blank fields when Profiles were used. * **FT-701 — Save and Add Another in Profiles Gets Stuck** Fixed an issue where the interface got stuck when adding two or more answers to a question linked to Profiles, causing the third addition to retain old information. * **FT-1013 — Message in Dialog Box Off Frame for Long Links** Fixed an issue where messages in the dialog box appeared off-frame when containing long links. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.52.0 ### New Features * **CT-805 — Billing Section** A Billing page can now be activated in the main Care layout, providing a cross-patient view with sub-pages for Invoices and Claims (for accounts with Candid Health integration). A Billing page has also been added to the patient layout for patient-level management. * **CT-813 — Invoices** A new Invoices entity supports payment intents and receipts for patients. Invoice PDF templates can be uploaded in Designer for different patient and billing types. Invoices can be generated for Encounters and predefined services, or from the Billing page without reference to an Encounter. * **FT-900 — Superbills** Superbills can now be sent to patients for reimbursement. A new “Superbill Template” section in Designer allows template uploads. Superbills are generated from the Encounter page and list all paid services within the Encounter. * **FT-482 — Variable Builder for Tables in Assessment PDF** Variables can now be configured to produce tables as outputs in assessment PDFs, useful for documents requiring table structures such as medication lists. Variables support filtering and sorting from CDTs. ### Fixes * **FT-885 — PII Information Hidden in Tasks and Calendar** When viewing a Provider’s calendar for patients the user does not have access to (due to Territories, Region, or Care Team restrictions), patient names, age, and gender are now masked with “\*\*\*\*\*”. Tasks for inaccessible patients where the user is not the assignee are also hidden. * **FT-919 — External Profiles Usable in Assessments** Fixed an issue where fields attached to an external profile could not search the external profile when used in an assessment. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.51.0 ### New Features * **FT-832 — Improved Viewability of Encounter Titles** Long Encounter titles on the list-drawer displayed when creating an Encounter are now more readable. * **FT-934 — Task Creation for Supervisor Co-Signature** Users can now create a Task from the signature interface to notify supervisors about Assessments pending their co-signature. ### Fixes * **FT-932 — Default Value 0 Not Saved for Numeric Fields in Data Views** Fixed an issue where 0 was not being saved as the default value for numeric fields in Data Views in Designer. * **FT-974 — Editing Usernames with Capital Letters** Resolved an issue where a user’s first and last name could not be edited in the admin panel if the username contained capital letters. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.50.0 ### New Features * **FT-936 — Sorting for Data Views Based on CDTs with Profiles** Sorting within Data Views now supports CDTs connected to Profiles. An additional “Profile Data Type Field” field is available in Designer to enable this. * **FT-936 — Rich Text Editor for Text Area** A simple rich text editor can now be activated in Designer for Textarea CDTs. Text styling options — bold, italic, bold italic, and checkbox — are available in the Care Portal when text is selected for enabled CDTs. Applied styles are preserved in assessment PDFs. * **FT-720 — Encounter Variables in Assessment Templates** New Encounter-related variables `{{ENCOUNTER_START_DATETIME}}`, `{{ENCOUNTER_END_DATETIME}}`, and `{{ENCOUNTER_LOCATION}}` are now supported in Assessment Templates and Assessment PDFs. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.49.0 ### New Features * **FT-912 — Display of Patient-Related Contacts Completing Assessments** When an Assessment is completed by a patient-related contact, the Assessment in Care shows the contact’s name instead of the patient’s name, with a “Contact” label displayed next to the name. * **FT-792 — Synchronization of Users’ Availability with Acuity** For customers with an Acuity enterprise plan or created under a Welkin parent account, availability set for Encounter templates is now synchronized with the corresponding appointment type in Acuity, ensuring patients see accurate availability when self-scheduling. * **CT-852 — Sourcing NPI Field from CDTs (Candid Integration)** The system now checks for the NPI field value in a CDT first; if not found, it falls back to the user’s attribute. Previously the NPI was always taken from the user profile. * **FT-795 — Updated Font for Assessment PDF Generation** The default font for generating Assessment PDFs has been updated to better support Unicode symbols such as checkboxes and improve document styling. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.48.0 ### New Features * **FT-835 — Availability Indication During Encounter Scheduling** When scheduling an Encounter, available time slots for specific care team members are now displayed in green in Day, Week, and Workday calendar views. * **FT-878 — Patient Type Field in Patient Profile** A new “Patient Type” field has been added to the Patient Profile for specifying adult, minor, or couple. The field can be added to the Top Info section, used as a variable in templates, and exported via API. * **FT-928 — Sisense Domain Update** The Sisense domain has been updated from `sisense.live.welkinhealth.com` to `analytics.welkinhealth.com`. * **FT-910 — Saving Phone Numbers Without Capabilities** Primary and secondary phone numbers can now be saved for patients without assigning Voice Call or SMS capabilities. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.47.0 ### New Features * **CT-764 — Provider Signature Capability in Care Portal** Providers can now sign Assessment notes within the Care Portal. Forms in Designer can include document types requiring one or two signatures — from a care team member and/or a supervisor — using variables `{{care_member_signature}}` and `{{supervisor_signature}}`. Security Policies must be updated to grant signing permissions. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.46.0 ### New Features * **FT-622 — Calendar: Availability Hours per Encounter Template** Users can set varying availability for different Encounter types, reflecting scenarios where specific appointment types are only available on certain days or hours. The New Encounter form shows a label next to users who are unavailable for the selected template, date, and time. * **FT-691 — Connected Stripe Accounts** Customers with separate Stripe accounts for different legal entities can now link connected Stripe accounts to a Master account in the Admin Portal. Stripe accounts are linked to a specific billing NPI in the rendering provider’s user profile attributes. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.45.0 ### New Features * **CT-575 — E-Signing Consent Forms by Patients** A new “Consent” entity has been added to the Forms section of the Designer portal, allowing consent form templates to be uploaded and sent to patients for e-signature. Patients review the document, create a signature, and e-sign; the signed document is added to the patient’s Document Center. * **FT-685 — External Profiles: Medi-Span** A new “Type” attribute (Internal or External) has been added to the Profiles entity. External-type Profiles support large-volume or externally-sourced Profile values. The first connected external dictionary is Medi-Span. A Medi-Span license is required. * **FT-691 — Connected Stripe Accounts** Customers with separate Stripe accounts for different legal entities can now link connected Stripe accounts to a Master account in the Admin Portal. * **FT-808 — Replace “NA” with “-” in PDF Templates** Variables with empty values in PDF template output now display “-” instead of “NA”, improving the patient experience. ### Improvements * **FT-790 — Variable Fonts from DOCX Templates in Assessment PDFs** Corrected interpretation of DOCX templates and improved rendering of text styles (bold, italics) in Assessment PDFs. * **FT-791 — Running Title Syntax in DOCX Templates** Enhanced interpretation of running titles in DOCX templates to address inconsistencies in XML structure produced by different versions of MS Word. * **FT-796 — UX Improvement for Data Views “Add Form” with Linked Profile Record Field** Data entered into fields prior to adding a new Profile record within “Add Form” is now preserved, preventing data loss during multi-step form interactions. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.44.0 ### New Features * **FT-620, FT-621 — Calendar: Time Zone Switching and Display** Users can control and switch their own time zone within the Calendar to view schedules from the perspective of users in different time zones. Time Zone switching is optional and can be enabled at the individual level in the User Profile. * **FT-739 — Updated UI for Clickable Areas in Profile Records in Data Views** Web links displayed in Data Views now navigate to the linked web page. Other values continue to navigate to the profile screen. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.43.0 ### New Features * **CT-678 — Billing & Payments in Encounters: Services and Modifiers** A default service/CPT code, modifiers, and fee can now be linked directly within the Encounter template in Designer and are automatically pre-filled (but editable) when an Encounter is initiated in the Care Portal. All newly added fields integrate with Candid Health. A new “Billing & Payments” section in the Security Policy manages user permissions for billing data. * **FT-568 — Billing & Payments in Encounters: Card Addition** Care portal users can now input card details manually within the Billing & Payments section in Encounters. ### Improvements * **FT-714 — Notification Load Optimization** Optimized the logic for loading notification lists, resulting in faster loading speed. * **FT-773 — source\_id and source\_type Fields in Assessments Export** Assessments export now includes the `source_id` and `source_type` fields. {% endupdate %} {% update date="2026-06-05" %} ## Sisense Release 2024.1.0 ### Improvements * **Dashboard Designer: Additional Layout Options** Additional dashboard and widget layout presentation options are now available. * **Dashboard Designer: Perspectives** A more streamlined, business-focused interface for dashboard designers. * **Dashboard Designer: Filter Relationship Editor** Filters can now be expressed in more advanced ways, including nested OR conditions. * **Dashboard Designer: Email-Embedded Dashboard Layout** Customizable layout for email-embedded scheduled dashboards. * **Dashboard Designer: Improved Formula and Export Functions** Improvements include number formatting for CSV downloads and DateDiff support for Now(). * **Dashboard Viewer: Filter Bookmarks** Users can now save their series of filters as bookmarks for quick access. * **Dashboard Viewer: Improved Excel Export** Improved performance and formatting when exporting to Excel. * **Dashboard Viewer: High-Resolution Widget Image Downloads** Widget images can now be downloaded in high resolution. * **Data Cube Designer: Direct Relations Support** Data tables can now be joined in a more streamlined way using direct relations. * **Data Cube Designer: Perspectives** Data designers can organize their data model into smaller, more business-focused sub-models. * **Data Cube Designer: Data Model List View** Data designers can now see quick stats for their data model at a glance. {% endupdate %} {% update date="2026-06-05" %} ## Version 2024.42.0 ### New Features * **FT-678 — Enhanced Text Area in Table Data View** Textarea CDT field values in Data Views now display multiple lines (3 by default) with a “Show more” option for full content. Column width is now auto-adjusted. * **FT-619 — Predefined User Attribute Variable: Title** The User Attribute value “Title” can now be used as a variable in Message Templates, Assessments, and other Designer areas. ### Fixes * **FT-469 — Notification Does Not Navigate to Email on Click** Fixed an issue where certain notifications did not navigate to the related email when clicked. * **FT-543 — Hidden Fields Preventing Assessment Completion** Fixed an issue where assessments were not completable due to fields hidden by conditional logic. * **FT-584 — Unable to Delete Certain Calendar Events** Fixed an issue preventing deletion of certain calendar events created via API. * **FT-481 — Assessment Pre-populates Wrong Values** Fixed an issue where assessments pre-populated answers with option labels instead of option values. * **FT-511 — Assignee Filter Behavior on Tasks List Screen** Fixed the Task filter for assignee that sometimes did not display the correct list on the Tasks screen. {% endupdate %} {% endupdates %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.welkinhealth.com/release-notes/changelog-2024.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.