v2.5,102 | February 28, 2025

Version 2.5.102 has been pushed to production with the following changes:


  • Change to NPI taxonomy upload only updates missing specialties
  • Specialties updated from latest CMS data  
  • New Client manage Data UI (Admin only)
  • Ability to permanently delete visits data (Admin Only)
  • New per user activity notes report 
  • Ability to switch between chart view and data view on per user activity notes report
  • Added “Unspecified” to the Activity Notes Per Day download
  • Activity notes reporting page shows newly tagged activity (Admin Only)
  • Activity notes reporting page shows unique tagged providers and trend (Admin Only)
  • Activity notes reporting page shows unique tagged contacts and trend (Admin Only)
  • Activity notes reporting page shows unique tagged locations and trend (Admin Only)
  • Activity notes reporting page shows top 10 specialties of tagged providers (Admin Only)
  • Activity notes reporting page shows top 10 counties of tagged providers (Admin Only)
  • Activity notes reporting page shows affiliation % of tagged providers (Admin Only)
  • Fixed Issue with Shared Affiliation download from provider’s pages not filtering by specialty
  • Fixed issue with how Activity Notes Report handled dates, which sometimes caused creates notes to not appear immediately
  • Fixed issue where the Specialties were not updating in Affiliated Providers table
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