January 13, 2026

January 6, 2026 - January 12, 2026

· Last Updated January 20, 2026

What's changed

Financial reporting and billing enhancements
New automated monthly statement generation and improved invoice creation and email delivery make financial workflows more robust and reliable.

More flexible pricing and payment workflows
Pricing rules now support more complex configurations, and payment flows were improved to better handle edge cases, cancellations, and guest payments.

Improved navigation and usability across the app
Updates to tables, labels, layouts, and controls make it easier to navigate orders, fills, notes, dashboards, and configuration screens, with better search and filtering options.

Order ID now linkedNew columns in patient Fill History

Stability and data consistency fixes
Numerous fixes address validation issues, activity log accuracy, sorting behavior, and data persistence across ordering, billing, inventory, and user management for a more predictable experience.

New Features

(PR #2577 · CU-868gz0bjj)

  • Added support for generating and emailing monthly statement PDFs, including new views for viewing and downloading reports.

(PR #2575 · CU-868gz0b8w)

  • Enhanced invoice generation and email delivery by supporting automatic sending and optional PDF attachments.

Improvements

  • (PR #2621 · CU-868gz0dk5)

    • Updated cache expiration handling to follow the application’s configured timezone instead of a hardcoded value.

  • (PR #2620 · CU-868gx81r1)

    • Expanded prescription, fill, and discount details to provide richer context and more accurate information across order and prescription views.

  • (PR #2615 · CU-868gm4zkj)

    • Expanded transaction advanced search options to include purchase order number, check number, and card last four.

  • (PR #2611 · CU-868h0h7n8)

    • Improved guest payment workflows, validation, and pricing calculations across delivery and payment flows.

  • (PR #2610 · CU-868gnemru)

    • Simplified the dispensing dashboard by removing unused integration health placeholders and icons.

  • (PR #2606)

    • Updated database constraints to allow duplicate user abbreviations across different pharmacies.

  • (PR #2605 · CU-868gyzzbe)

    • Improved the Notes tab experience by moving the Add Note button to a more consistent and intuitive location.

  • (PR #2600 · CU-868gz0cm7)

    • Improved pricing rule handling to properly account for cancelled orders.

  • (PR #2598 · CU-868gtjuuv)

    • Expanded and improved medication, prescription, and refill data visibility across fill history and related views.

  • (PR #2595 · CU-868gtjv61)

    • Improved the Edit Company Preferred Pharmacies experience by fixing duplicate and unselected entries in the multi-select list.

  • (PR #2592 · CU-868gy5ujf)

    • Improved vendor details display to prevent duplicate names and emails and present information in a clearer order.

  • (PR #2588 · CU-868gyzym5)

    • Simplified index views by removing an unused delete filter and reducing search configuration clutter.

  • (PR #2584 · CU-868d0w926)

    • Added direct links to Order ID, Fill ID, and Rx ID columns to make navigation between orders, fills, and prescriptions easier.

  • (PR #2583 · CU-868gwcbvg)

    • Removed the Due Date column from the index view to reduce clutter and simplify the display.

  • (PR #2582 · CU-868gzb1cc)

    • Standardized the display format for deactivated dates to improve consistency across the application.

  • (PR #2580 · CU-868gz1rem)

    • Improved clarity and consistency of order status labels and references across order and payment views.

  • (PR #2579 · CU-868gz1rem)

    • Refactored order status handling to use standardized, human-readable values throughout the system.

  • (PR #2578 · CU-868gzg3te)

    • Improved layout and spacing in the OTC Products section when creating pricing rules for better readability.

  • (PR #2574 · CU-868gz09pa)

    • Extended card-on-file and payment token tracking to better manage payment method validity over time.

  • (PR #2573 · CU-868gz06ef, CU-868gz066h)

    • Strengthened permission checks to ensure users can only access and manage pharmacies they are authorized for.

  • (PR #2570 · CU-868gy8yvu)

    • Improved activity log readability and accuracy when displaying changes to complex data and preset queue actions.

  • (PR #2568 · CU-868gwknut)

    • Enhanced activity logging to better capture and display changes across nested data relationships.

  • (PR #2566 · CU-868gwq6jx)

    • Improved fill history data loading by including related pharmacist information.

  • (PR #2565 · CU-868gwq76j)

    • Updated address activity logging to correctly reflect deletions instead of deactivations.

  • (PR #2564 · CU-868gwq82g)

    • Removed the unused pharmacy field from the Edit Prescriber form to simplify the workflow.

  • (PR #2562 · CU-868gwq94k)

    • Improved date formatting in activity logs for clearer and more consistent display.

  • (PR #2559 · CU-868gz00de)

    • Improved tab behavior by automatically hiding the Add Note section when switching tabs.

  • (PR #2555 · CU-868gytv42)

    • Added configuration support for income accounts to improve NetSuite integration and accounting setup.

  • (PR #2549)

    • Reduced extra spacing in display views for a cleaner layout.

  • (PR #2547)

    • Improved table header spacing to enhance readability.

  • (PR #2546 · CU-868gw2rk1)

    • Removed Call UID from outgoing call views to simplify displayed information.

  • (PR #2544 · CU-868gy5aqh)

    • Added missing drug-related data and simplified displayed fields for improved clarity.

  • (PR #2541 · CU-868gvyqgm)

    • Orders can now be saved with incomplete prescription data, with warnings indicating missing required fields.

  • (PR #2540 · CU-868gy5nv2)

    • Unit type information is now available when working with formula devices.

Fixes

  • (PR #2626 · CU-868gy5qdq)

    • Ensured NDC values load correctly by properly retrieving and displaying identifier data.

  • (PR #2625 · CU-868gy8yvu)

    • Improved how activity logs display older JSON values and deleted events so changes are shown accurately and consistently.

  • (PR #2624 · CU-868gzawud)

    • Resolved missing data issues when cloning formulas so related fields and selections populate as expected.

  • (PR #2623 · CU-868gwq82g)

    • Addressed an issue where the pharmacy field did not persist its value when creating or editing prescribers.

  • (PR #2622 · CU-868gv37md)

    • Ensured order listings refresh correctly after payments are completed.

  • (PR #2619 · CU-868gwm71b)

    • Prevented Admin users from being incorrectly assigned override permissions.

  • (PR #2617 · CU-868gz0046)

    • Added proper reset behavior and a Cancel option so note fields clear correctly after use.

  • (PR #2616 · CU-868h0h82m)

    • Restored availability of the Pharmacist Consultation action by correcting order status handling.

  • (PR #2614 · CU-868gtjv7r)

    • Corrected company address display by sourcing the address from the appropriate company-specific field.

  • (PR #2613 · CU-868gvx36v)

    • Ensured intake requirements update immediately when prescription documents are added or removed.

  • (PR #2612 · CU-868gzbqve)

    • Updated shipping cost display to consistently show dollars and cents across order views.

  • (PR #2609 · CU-868gtjv4g)

    • Ensured preferred shipping profile changes persist correctly after saving.

  • (PR #2608 · CU-868gzg2zf)

    • Corrected pricing rule activity logs so entries reflect the correct pharmacy and user actions.

  • (PR #2604 · CU-868gbngqj)

    • Improved server-side dropdown behavior so inputs clear correctly after selection.

  • (PR #2603 · CU-868grg1h4)

    • Improved coordinator filtering and display when exporting orders by handling names and spacing more accurately.

  • (PR #2602 · CU-868gyzyct)

    • Ensured pharmacy street address updates are reflected correctly after edits.

  • (PR #2601 · CU-868grg10x)

    • Corrected sorting behavior in exported orders so results appear in the expected order.

  • (PR #2599 · CU-868h013x1)

    • Ensured therapeutic type is set correctly when creating a formula.

  • (PR #2597 · CU-868fak27e)

    • Restored visibility of vendor details when editing vendors with restricted fields.

  • (PR #2596 · CU-868gj4a5b)

    • Improved detection and labeling of prescription refills so fills are identified and displayed correctly.

  • (PR #2593 · CU-868gy5qdq)

    • Resolved multiple display and data consistency issues in the Vendor Chemical Purchases inventory grid.

  • (PR #2591 · CU-868gvjc5d)

    • Improved technician dropdown behavior so the selected value remains intact during use.

  • (PR #2590 · CU-868gvjbdk)

    • Fixed filtering so fill and order records can be searched correctly by patient phone number.

  • (PR #2589 · CU-868gtjv9m)

    • Improved shipping profile validation by clarifying required fields and error messages.

  • (PR #2587 · CU-868gy5u3a)

    • Removed an incorrect Purity column from vendor device purchases to prevent confusion.

  • (PR #2586 · CU-868gvje27)

    • Improved the Pay Invoice experience by correcting transaction lookup and payment method handling.

  • (PR #2581 · CU-868gy5ek7)

    • Ensured formula instruction updates apply correctly when changes are made.

  • (PR #2569 · CU-868gy5n55)

    • Fixed sorting issues in formula device listings and improved clarity of unit and stock information.

  • (PR #2567 · CU-868gvx5zq)

    • Fixed formatting issues when displaying delivery method values to ensure consistent and error-free output.

  • (PR #2571 · CU-868gz05g0, CU-868gz6zbv)

    • Cleaned up outdated TODOs and improved routing organization for barcode generation.

  • (PR #2563 · CU-868gw2ruv)

    • Corrected when the Pay Invoice option is available so invoices cannot be paid before orders are ready for dispensing.

  • (PR #2560 · CU-868gyzy2p)

    • Fixed sorting issues when ordering pharmacies by user count.

  • (PR #2558 · CU-868gy5rv3)

    • Fixed and improved sorting behavior across inventory and vendor chemical views, including NDC-based ordering.

  • (PR #2554 · CU-868gy5v83)

    • Fixed formula form dropdown behavior so default values display correctly and selections remain consistent.

  • (PR #2552 · CU-868gr8d03)

    • Billing Name is now required when creating or editing a payment method to prevent incomplete submissions.

  • (PR #2551 · CU-868gv37re)

    • Displays a clearer error message when an invalid lot number is provided.

  • (PR #2548 · CU-868gvjbne)

    • Improved handling and visibility of PV2 verification rejections, including clearer notifications and access controls.

  • (PR #2545 · CU-868gvjbjm)

    • Improved visibility and formatting of patient allergy and JSON response data.

  • (PR #2543 · CU-868gy5h07)

    • Fixed and expanded sorting options for formula chemicals, including stock availability and NDC identifiers.

  • (PR #2542 · CU-868gw2n21)

    • Prevented pricing rules from being applied to deceased patients through additional validation checks.

  • (PR #2539 · CU-868gujkyd)

    • Prevented multiple primary identifiers for a chemical and added user notifications when duplicates are detected.