> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pro.commure.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Release Notes
> Commure Pro Web (Mobilizer) release notes. Newest releases first.
View release notes for the iOS app.
View release notes for the Android app.
### New Features
* **Facility and Unit Management.** Adds facility- and unit-level management capability to the application.
* **Filter Charge Note Reconciliation by note category, type, and status.** CNR now includes filters for note category and note type — showing only the categories and types enabled for CNR in institutional settings — plus a multi-select Note Status filter to narrow the report to specific statuses (e.g., Signed, Draft).
* **Exclude selected roles from adding problems during Charge Capture.** A new configuration controls which user roles contribute problems to the patient problem list during Charge Capture; leaving it empty preserves prior behavior (all roles allowed).
### Improvements
* **Patient list and navigation visual refresh.** The patient list and main navigation now follow the Pro design system — updated typography, sentence-case patient names, refined list dividers, and centered navigation controls. No behavior change.
* **Patient names now legible in Dark Mode.** Patient names on the Patient List use a color scheme that stays readable in Dark Mode.
* **Online-status indicator reflects presence.** The green online-status icon now reliably shows when another user is online, in user search results and recent conversations.
* **Scribe note status sequence.** When a Scribe session starts, the portal now shows "Requires Upload" first and displays "Draft" only once the note enters the generating state.
* **Separate auto-delete control for AI draft notes.** NoteWriter institution settings now include a dedicated control, with its own retention-days threshold, for automatically deleting AI draft notes — independent of the regular-draft auto-delete setting.
* **Collect Logs for Android devices from System Settings.** Administrators can now control log collection for Android devices from the portal's System Settings.
* **Reassign patient list ownership from the portal.** A patient list can now be handed off directly from the portal when the original owner is no longer available.
* **Remove blank rows from reference lists.** Admins can delete or hide empty rows from an existing reference list directly in the portal, without rebuilding the list or opening a support request.
* **Security hardening across bundled vulnerabilities.** Resolved a set of bundled security vulnerabilities as part of SOC 2 control remediation.
### Bug Fixes
* **Charges tab loads for large provider histories.** The Charges tab in the patient spine now loads reliably for patients with unusually large schedule or billing-provider histories; the prior crash on large datasets is resolved.
* **Patient views include every source-list patient.** Views built on patient lists no longer drop patients when the combined source lists contain more than 999 unique visits.
* **Charge-Note Reconciliation uses date of service for Meditech notes.** CNR now matches Meditech-sourced notes by date of service rather than report start date, and recognizes studies finalized after a patient's discharge.
* **Draft Notes link opens the Inbox reliably.** Clicking Draft Notes in the portal header now routes providers to the Inbox and shows their drafts regardless of user-preference config.
* **Special characters preserved in Expanse exports.** Notes routed through the Expanse API now preserve special characters and embedded formatting end-to-end.
* **Mobile login restored on JDK 25 environments.** Signing in to the mobile app against JDK 25 environments now succeeds.
* **iOS login persists device tokens reliably.** Signing in on iOS reliably records the device token across first-time, repeat, near-simultaneous, and second-device logins.
* **Provider merge candidate report loads without error.** The report now displays its full set of columns instead of returning an Error 500.
* **Messaging stays online after opening.** Messaging now maintains its connection when opened rather than dropping to offline.
* **Author column shows provider name again.** Charge Entry → Notes once again displays the provider's name instead of an internal Author ID.
* **Demographic updates flow to the surviving patient during cross-backend migrations.** Opt-in via ADT VMD configuration.
* **Rate this scribe shows reliably on signed notes.** The Rate this scribe option now appears consistently for signed scribe notes.
* **Environment session isolation.** A `.42` environment no longer renders `.39` content when both are open in the same browser; users see only the environment they are actively viewing.
* **Scanned documents load when Meditech stores the path as an alias.** Scanned documents now load correctly when Meditech stores the document pointer as an alias rather than a direct file path.
* **Backend notes no longer duplicate NoteWriter notes on the chart.** Notes created and signed in NoteWriter no longer trigger a duplicate backend note to be pulled back into the chart; the configuration suppressing backend pull-back is now honored.
* **Cloning preferences from an existing user no longer fails.** Administrators can create a new user by cloning an existing user's preferences from Admin → Users without hitting an error mid-flow.
* **Submit works on draft notes signed from the inbox.** Including notes whose fields contain numeric or boolean values.
* **Cosigner list loads in large user-base environments.** Prior 502/hang resolved.
* **Assignment list reliably adds patients and keeps them visible** across display-setting changes.
* **Additional stability fixes** across copy-to-note, charge entry favorites, visit editing, order favorites, top-navigation scrolling, submission hold conditions, REV report date pickers, AI Scribe polling, order start dates, user search, iOS clinical-note open-after-scribe, transfer order reconciliation, global task logs, ER Admit, note-tracking special characters, add-order-string loading, pharmacy submission, HL7 retry, AI Summary networking, scanned-document upload, Admit Stage, and AI-scribed note save/submit.
This release also includes a sweeping visual refresh of rebranded Pro screens (Main Navigation, Reporting framework, Patient List manage screens, Admin/Mobilizer screens, dashboard checkboxes, loading icons, and the Broadcast Message popup).
Additional internal platform and infrastructure improvements also shipped in this release.
### New Features
* **AI Scribe template validator.** A new admin tool validates AI Scribe templates against the backend — confirming the template can be accessed, checking each AI-enabled field, and highlighting any mismatches so administrators can spot configuration issues without working through them field-by-field.
* **Admin tool to inspect and reset scheduled-job triggers.** A new admin tool reports the state of the scheduler's internal trigger tables and lets administrators reset a stuck or blocked trigger without restarting the application, speeding recovery when a background task is stalled.
### Improvements
* **Token-based authentication for AI Studio.** AI Studio sign-in now uses the same token-based authentication flow that ships in the next release line, backported so users can sign in to AI Studio on this patch.
* **Improved Dark Mode contrast for patient names.** Patient names on the Patient List tab now use a color treatment that stays clearly legible in Dark Mode.
### Bug Fixes
* **AI Scribe note formatting preserved in Note Writer.** Formatting on AI Scribe notes is restored when a note is opened for editing in Note Writer; section structure, line breaks, and emphasis now carry through from the generated note into the editor.
* **Author name restored on Charge Entry Notes.** The Author column on the Charge Entry Notes screen again shows the provider name rather than an internal Author ID, and the extra charge-transaction-key column is hidden for non-autonomous workflows.
* **Modern admin screens render reliably.** Legacy admin screens no longer reappear intermittently under Admin > Users and Admin > Edit User > Charge Capture settings; the modern screens now render consistently across sessions without clearing the browser cache.
* **Patients add and stay visible on the Assignment list.** Patients can again be added to the Assignment list from the Assignment tab, and the patient list continues to render after display-setting changes instead of hiding patients.
* **Submit on Draft Notes from the inbox is reliable.** Note-field validation has been broadened so the Submit action completes reliably for Draft Notes whose fields contain numeric or boolean values.
* **Merge Visits from Patient Search completes cleanly.** Resolved an unhandled exception when merging visits for a patient from the Patient Search tab; the operation now completes end-to-end.
* **iOS login restored.** Resolved an iOS login failure observed on this build so affected users can sign in successfully.
* **Admit Stage errored-state condition cleared.** A patch clears an errored-state condition that affected a number of Admit Stages after the upgrade so the affected stages resume normal processing.
* **Provider merge performance restored in the physician portal.** Provider merge operations now complete within a reasonable time window for large provider directories.
* **Users admin screen no longer surfaces an internal error.** The Users admin screen now renders cleanly even when its cached user list contains a placeholder entry.
* **Scanned document images load reliably.** Resolved a scanned-document image-loading failure that prevented pages from rendering in the viewer; scanned pages now display reliably.
* **Provider Merge Candidate report runs end-to-end.** Resolved a database error that prevented the Provider Merge Candidate admin report from loading; the report now runs end-to-end and returns merge candidates.
### New Features
* **AI Template Validator.** A new tool validates AI template configurations by cross-referencing NoteWriter template setup with the backend AI template definition — checking the scribe template ID, verifying connectivity to the template service, and highlighting field-mapping mismatches for quick identification.
* **Scribe Usage Report.** A new admin report gives implementation teams real-time visibility into scribe submission data — filterable by facility, user, patient, scribe status, and template — without manual database queries. Available in the Admin Reports section.
### Improvements
* **Pending EHR Sync for Ambient notes.** Notes that can't immediately link to a backend EHR document now enter a Pending EHR Sync state instead of failing. A background task automatically links the note once the document becomes available, and providers can switch templates while waiting.
### Bug Fixes
* **CPOE and Site Admin access restored after the .41 upgrade.** Resolved gateway timeout errors caused by the CPOE MDS cache failing to load; cache initialization is corrected.
* **Order and note submissions process reliably.** Fixed scheduler issues that caused submissions to stop appearing in Tracking and Reporting (previously requiring daily restarts), and corrected trigger timing that had drifted to the next even hour after a scheduler upgrade.
* **Special characters preserved in Expanse notes.** Characters such as greater-than signs are no longer converted to HTML escape sequences when notes are sent to the EHR via the Expanse API.
* **Global Task Log display restored.** The Server Logs tab within Global Tasks under Tracking/Reporting now populates correctly.
Additional internal platform and infrastructure improvements also shipped in this release.
### New Features
* **AI Studio.** Personalize how Ambient notes are generated, directly from the Pro portal. AI Studio brings together Custom Formatting (note-level structure and section rules per template), Personal and Site Dictionaries (term and name accuracy, with site entries overriding personal ones), Macros (reusable static or dynamic content for any note section), and Dot Phrases (spoken or typed shortcuts that expand into full text). Controlled by a Commure-managed feature flag. (PKMOB)
* **Collaborative scribing.** Multiple users — MAs, APPs, and providers — can now contribute to the same patient note for the same date of service and note type, with each re-scribe carrying forward the current note content. Disabled by default, controlled by a NoteWriter preference.
* **Responsible AI training for clinicians.** Added in-app support (portal and mobile) for Responsible AI for Clinicians training and attestation, with completion tracked across platforms and reported via a new Responsible AI Attestation report. Admins can trigger or re-trigger training individually or in bulk. (PKMOB)
* **MT Expanse user authentication.** Pro now supports secure user-level authentication for providers against MT Expanse, triggered automatically after login for eligible users. Disabled by default (Admin → Institution → Authentication → Enforce MT User Auth). (PKMOB)
* **Autonomous Coding enablement controls and reporting.** Level 0/1 admins can enable or disable Autonomous Coding per provider or in bulk, schedule activation dates, define optional end dates, and export status reports — with audit logging of preference changes and a new AC Status column in User Settings Reports.
AI Studio requires Ambient and is behind a feature flag. Contact the Commure Pro team to enable it for your organization.
### Improvements
* **PatientKeeper is now Commure Pro.** PatientKeeper has been rebranded to Commure Pro, with refreshed branding, logos, and references throughout the web portal. The portal now launches in the same tab instead of a new one. No changes to existing features, workflows, or configurations, and no action required from customers or providers.
* **Improved "Rate this Scribe" feedback.** The Ambient feedback flow is modernized across Web and Mobile: thumbs up/down replaces the star rating, feedback is available from more note states (Note Ready, In EHR, Final) and the Note Detail pane, supports free-text comments up to 3,000 characters and speech-to-text, and ratings are reflected consistently across the AI Feedback Admin views.
* **Co-signers can no longer change a note's visit.** Once a note is submitted and linked to a visit, the visit field is read-only on the Co-Sign screen.
* **Person Lookup returns expected partial-name results.** Provider searches in Schedule and other screens now return expected results for partial names (e.g., "SMITH" returns "SMITH, ELIZABETH") across Schedule, Charge Transaction Entry, Charge Search, Holding Bin, Worklist, Missing Charges, CNR, and Create User from Provider.
No action required for the Commure Pro rebrand — the same trusted experience continues under a unified identity.
### Bug Fixes
* **Correct note body on the Note Details screen.** Resolved an issue where the Note Body could show cross-patient content; affects Pro NoteWriter notes only (Expanse unaffected).
* **Correct note dates in NoteWriter notes.** Notes with a missing date no longer display an incorrect 1904-01-01 date.
* **Discharge Summary parsing and allergy filtering.** Fixed repeated fields in Discharge Instructions when values were missing, and refined allergy auto-selection to exclude HIE-sourced allergies and prevent duplicate "No Known Allergies."
* **Co-signer actions on reopened draft notes.** Restored co-signer permissions to submit, save, and print on reopened draft notes, including reliable signing in pop-out mode for Addendums.
* **Stale-cache fixes for users and diagnosis codes.** The user cache now refreshes immediately on edit (fixing stale usernames and duplicate-username errors), and ICD-10 remaps no longer send outdated DX codes to billing.
* **Charge routing and visit selection reliability.** Visit selection now requires a valid backend ID before routing (preventing intermittent OBR.32 failures), and an invalid control character no longer blocks charge-routing submission.
* **CPOE freeze on transfer order changes resolved.** Fixed an application freeze and "undefined" error when changing certain transfer orders.
* **Additional fixes** across "Why Patient Is on This List" content, duplicate I/O entries after facility transfer, facility-access preference enforcement, user-role XML updates, date-of-death handling, Charge-Note Reconciliation behavior, note visit-selection consistency, and blank-popup-during-DMR.
Additional internal platform and infrastructure improvements also shipped in this release.
A back-patch on the 9.2.0.2.39.9 line, delivering a Charge-Note Reconciliation regression fix alongside three clinical-feature updates.
### New Features
* **Autonomous coding administration capabilities.** Three autonomous-coding administration capabilities are now available on this version: administrators can grant individual users access to autonomous coding, export a report tracking which users have access, and read users' autonomous-coding preferences through an API.
* **Extended Charge Transaction History capture.** Charge Transaction History capture can optionally include draft-status transactions in addition to posted ones, captures additional context (sync, authorization, billing area, billing provider, and authorizing user), and adds a diagnosis-history table that links charge-level diagnoses to their packed diagnosis identifiers for downstream audit and reporting.
Extended Charge Transaction History capture is controlled by a configuration that ships off by default — history capture continues to behave exactly as before until it is enabled. Contact the Commure Pro team to discuss enabling it for your organization.
### Bug Fixes
* **Charge-Note Reconciliation handles admit-date changes correctly.** Accounts that have both a charge and a note for the date of service no longer appear on the Notes without Charges list after an admit-date change (for example, a stay reclassified from Observation to Inpatient). The report now reconciles charge-and-note presence against the current date of service rather than the prior admit context.
* **ICD-10 diagnosis codes without an ICD-9 mapping save on Code Edits.** Adding certain ICD-10 diagnosis codes that have no ICD-9 counterpart (such as R10.21, R10.22, and R10.23) no longer fails to save on a Code Edit; ICD-10-only diagnoses are now accepted and used downstream.
### New Features
* **In-EHR note status tracking.** Notes routed to the EHR now show an "In EHR" status in the inbox (instead of "Unsigned"), stay visible under the AI Router section, and become read-only once signed in the EHR.
* **Background scribe notification when the app is killed.** If the OS terminates the app during an active Ambient session, the server now sends a foreground notification so the recording isn't lost.
* **Provider Provisioning API.** A new REST API automates provider-account creation and configuration via CSV-imported preference templates, supports bulk preference updates, and validates that provisioned preferences match the database.
* **Device emulation for users without a device entry.** Administrators can now emulate users who have no device entry by provisioning to their own device.
### Improvements
* **Specialty-aware carry forward.** For specialties that share templates across subspecialties (e.g. Cardiology), carry forward now filters to the provider's specific subspecialty, and the discovery window extends beyond 24 hours to find prior notes for providers who see patients on alternating days.
* **Feedback tab unread count.** The Feedback tab now shows a badge counting feedback items with updates the reporter hasn't yet viewed.
* **Alphabetical medication sorting in NoteWriter.** Medications are now sorted alphabetically within each status group across all note types.
* **Single-selection charge status icons and No Charge Reason filters.** Selecting one of the three charge status icons now hides the others, and notes marked "No Charge Needed" are treated as complete for missing-charge filters.
* **Hidden orders can no longer be added to Favorites.**
### Bug Fixes
* **Co-sign note re-scribe no longer leaves notes unsignable.** Re-scribing on a signed co-sign note is now correctly prevented.
* **Midnight scribe-to-note linking.** Recordings created just before midnight now correctly link to EHR documents created shortly after midnight.
* **Cardiology specialty-rules configuration.** Scribing cardiology notes no longer fails when `cardiologySpecialtyRules` is absent from the parser config.
* **Scribe audio submission for Progress, Consult, ER, and Discharge notes.** Resolved a database error in the audio processing pipeline.
* **Editing a scribed Progress Note.** Resolved a database type-mismatch that could block editing.
* **Calendar Report loads on the 9X screen.**
* **Co-signer addendum signing with the Combined Visit preference.** The discharge visit now appears correctly in visit selection.
* **Sign-out task APIs restored for iOS users.** GET, UPDATE, and DELETE no longer fail.
* **Charge Report data accuracy.** Resolved stale/incorrect data caused by duplicate records in the report table.
* **eRx stability.** Resolved intermittent HTTP and service-communication errors in electronic prescribing.
* **Additional fixes** across order modification from the inbox, Mail Order pharmacy selection, patient-list default-view popup, Summary/Revenue report displays, patient-list location names, and the home-medication DMR workflow.
Additional internal platform and infrastructure improvements also shipped in this release.
### Improvements
* **Allergy source filtering during note creation.** Auto-selection now prefers allergies from the visit's source system (e.g. Meditech) and excludes HIE-sourced "\[EXTERNAL]" allergies, preventing duplicate or conflicting entries such as multiple "No Known Allergies."
* **Provider merge completeness.** Provider merges now reassign all clinical notes authored or co-signed by the non-surviving provider — not just charges — consistently across PK UI and backend systems.
### Bug Fixes
* **Correct note shown from the note list.** Selecting a consultation note no longer occasionally displays a different historical note (Magic sites only; Expanse unaffected).
* **Incorrect 1904-01-01 note date.** NoteWriter notes with a missing date no longer display the invalid default date.
* **Duplicate Discharge Instructions content.** Admission orders and allergies no longer appear duplicated after scribing, re-scribing, or switching templates.
* **Expired ICD-10 codes sent to billing.** Diagnosis-code resolution no longer falls back to an expired code in rare stale-cache scenarios.
* **Blank error popup during Discharge Medication Reconciliation.** Resolved for patients with very large visit histories.
* **Provider role updates.** Removing an existing user role no longer returns an XML error when saving Provider Info.
* **Note routing submission reliability.** Resolved "A required field was not populated: OBR.32 – Author" errors.
### New Features
* **Ambient Discharge Summary now includes Procedures Performed.** Discharge summaries automatically pull in the procedure names and dates from relevant procedure notes in the encounter, reducing manual editing.
* **Move Ambient audio between patients.** Scribe audio can now be reassigned from one patient to another without losing recorded content, across both Expanse and non-Expanse workflows.
* **F1 score calculation for Expanse Ambient notes.** F1 scores are now generated for notes completed in Expanse, closing the gap where they were previously only generated for notes signed in PK.
* **No AC Charge in CNR.** A new "No AC Charge" action removes a charge-less note from the coding queue (reversible via Undo), with a filter to review notes previously marked No AC Charge.
* **Hide units in the CNR Location filter.** A new user-level preference displays locations without listing individual units in Charge-Note Reconciliation.
* **"Show Not On Shift" filter in CNR.** Generates a report of records containing at least one note marked Not on Shift.
* **Exclude Provider filter in CNR.** Providers can exclude one or more authors or billing providers from their report.
* **ADT Visit Type filtering by source.** A source-based filter shows only the ADT visit types for the selected source and stays sticky across refreshes.
* **Restrict Basic Auth account creation.** When `PKPasswordMgmt` is true, the Basic Authentication checkbox is disabled for Level 0/1 users during user creation.
### Improvements
* **Ambient migrated to workflow-based endpoints.** PK Ambient now runs on Commure's workflow engine for template changes, note generation, regeneration, and carry forward — improving stability and enabling section-level carry forward, Macros, and other upcoming capabilities. No user-experience change.
* **Routed Ambient notes excluded from the Expanse inbox count.** AI-routed notes that need no provider action no longer inflate the PK inbox task count.
* **Date of Service on a charge takes precedence over note date.** The correct date of service is now extracted from the note rather than relying on the EHR's HL7 note date, with CNR logic updated accordingly.
* **Add Charge populates details on first click.** Charge details and diagnoses now populate correctly the first time Add Charge is opened from a clinical note.
* **Draft charge expiration extended to 365 days.** The Extension Period before Draft Expires setting now allows up to 365 days, with a new sticky "Draft Charges" filter in CNR.
### Bug Fixes
* **Note details stay in sync between PK and Expanse.** Details now reliably match after regenerating or changing a document.
* **Blank NoteWriter screen on iOS after save/submit.** The NoteWriter wizard now closes and returns to the Inbox.
* **Duplicate facility abbreviations in user preferences.** Facilities are now uniquely identified by abbreviation plus location ID.
* **ICD-10 R10.2 false edit.** Charges dated before the code's effective date no longer trigger an incorrect "not within Effective/Expiration Dates" edit.
* **Charge Search no longer forces a department/billing-area selection.**
* **Create User Pane footer restored when PKPasswordMgmt is configured.**
Additional internal platform and infrastructure improvements also shipped in this release.
### New Features
* **New Expanse scribe note-routing statuses.** Scribe notes in AI Scribe + Expanse facilities now follow a clear status sequence: Requires Upload → Note Generating → Note Ready → In EHR → Signed, with re-scribing returning a note to Note Ready before re-uploading.
* **Auto-import of Blood Bank, Echo, and Pathology results.** Micro result synopses, Echo findings/impressions, and Pathology impressions are now automatically pulled into AI Scribe notes, respecting template filters.
* **Auto-pull clinical data when editing a Note Ready note.** Clinical widgets (Labs, Vitals, I/Os, Allergies) auto-refresh when a provider begins editing a Note Ready Ambient note, reducing the risk of signing without recently resulted data.
* **Provider Merge Candidate Report.** A new report helps admins clean up duplicate providers after Expanse migration, viewable as a table or CSV export. Accessed from the center spine of Portal Mobilizer.
### Improvements
* **Specialty- and type-aware carry forward.** Prior notes now carry forward filtered by the provider's specialty (even when the backend report omits it) and by relevant note types only (e.g. Progress Notes look back at H\&Ps and Progress Notes, excluding unrelated types).
* **Correct prior-note selection for Discharge Summaries.** The Plan from the most relevant prior note (Progress Note, or H\&P if none) now seeds the Hospital Course.
* **Improved Feedback tab navigation.** Adds a Provider column, per-column filters, a default "Received" status, and a dedicated admin (Level 0/1) view.
### Bug Fixes
* **Editing AI Scribe notes in Cardiology.** Importing Assessment & Plan content from a prior note no longer corrupts the note or forces deletion.
* **Scribe notes protected before processing.** Edit and delete are now disabled while a mobile-created scribe note is uploading or generating, preventing accidental loss of in-progress recordings.
* **Progress-bar text legibility when saving notes.** "Saving Note" text no longer overlaps note content.
* **Referring-physician pop-up on charge generation.** The prompt to select a referring/requesting provider now appears when none is noted.