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Title   Release Date Release Content Type Product Last Modified
Patient Intake Summary: Manual PDF Generation Now Available 04/02/2026 3.3.27 Release note e-Registration, Patient Portal 03/18/26
No re-authentication required when navigating to Assigned Forms page in portal 03/05/2026 3.3.26 Release note e-Registration 03/05/26
Automatic form withdrawal for canceled appointments 03/05/2026 3.3.26 Release note e-Registration 03/05/26
Self-service forms and packet sending rules 03/05/2026 3.3.26 Release note e-Registration 03/05/26
Improved loading experience in the patient portal 03/05/2026 3.3.26 Release note Patient Portal 03/05/26
Accurate dates of service on documents 03/05/2026 3.3.26 Release note e-Registration, Patient Portal 03/05/26
More accurate empty state messages for appointments 04/02/2026 3.3.27 Release note Patient Portal 03/18/26
Full Spanish language support in the patient portal 03/05/2026 3.3.26 Release note Patient Portal 03/05/26
Kiosk Mode for in-office form completion 03/05/2026 3.3.26 Release note e-Registration, Patient Portal 03/05/26
New Billing widget for patient bill pay 03/05/2026 3.3.26 Release note Patient Portal 03/05/26
Bill Pay: Patient Flyer 02/23/2026 Bill Pay Release note Patient Portal 03/05/26
Redesigned navigation in Admin tools 02/05/2026 3.3.25 Release note e-Registration, Patient Portal 01/26/26
New “Withdrawn” status in Forms Queue 02/05/2026 3.3.25 Release note e-Registration 01/23/26
Better mobile scrolling and screen space 02/05/2026 3.3.25 Release note Patient Portal 01/23/26
Inactive providers removed from patient portal 02/05/2026 3.3.25 Release note Patient Portal 01/23/26
Fewer automatic portal invites 02/05/2026 3.3.25 Release note Patient Portal 01/23/26
Enhanced Preventative Care and Reproductive History Form 01/08/2026 3.3.24 Release note e-Registration 12/31/25
Automatic Task Summary reattachment 01/08/2026 3.3.24 Release note Patient Portal 12/30/25
Compassionate notification management 01/08/2026 3.3.24 Release note e-Registration, Patient Portal 12/30/25
Better visibility into data integration issues 01/08/2026 3.3.24 Release note e-Registration 12/30/25
More useful and timely Patient Intake Summary PDFs 01/08/2026 3.3.24 Release note e-Registration 12/30/25
Improved Past Medical History Form search 01/08/2026 3.3.24 Release note e-Registration 12/30/25
Streamlined provider dropdowns 01/08/2026 3.3.24 Release note e-Registration, Patient Portal 12/30/25
Clearer task documentation workflow 01/08/2026 3.3.24 Release note Patient Portal 12/30/25
More flexibility with filter presets in admin tools 01/08/2026 3.3.24 Release note e-Registration, Patient Portal 12/30/25
Ontada Health training resources 12/09/2025 SMS Patient Appointment Management Training Patient Portal 12/09/25
Talking points for practice staff 12/09/2025 SMS Patient Appointment Management One-pager Patient Portal 12/09/25
Patient SMS Appointment Management FAQ 12/09/2025 SMS Patient Appointment Management FAQ 01/08/26
Date of birth synchronization across Ontada Health 12/11/2025 3.3.23 Release note e-Registration, Patient Portal 12/01/25
Optional filtering of non-provider appointments in the patient portal 12/11/2025 3.3.23 Release note Patient Portal 12/01/25
Track SMS engagement with reports 12/09/2025 SMS Patient Appointment Management Release note Patient Portal 12/09/25
Appointment cancellation via SMS 12/09/2025 SMS Patient Appointment Management Release note Patient Portal 12/09/25
Appointment reschedules via SMS 12/09/2025 SMS Patient Appointment Management Release note Patient Portal 12/09/25
Appointment confirmation via SMS 12/09/2025 SMS Patient Appointment Management Release note Patient Portal 12/09/25
How practices opt patients in or out of SMS reminders 12/09/2025 SMS Patient Appointment Management Release note Patient Portal 12/09/25
How patients opt in or out of SMS notifications 12/09/2025 SMS Patient Appointment Management Release note Patient Portal 12/09/25
Introduction to SMS Patient Appointment Management 12/09/2025 SMS Patient Appointment Management Release note Patient Portal 12/09/25
Introducing Bill Pay 02/23/2026 Bill Pay Release note Patient Portal 03/05/26
Seamless data integration for Preventative Care information 09/15/2023 2.0.0 Release note e-Registration 11/14/25
Additional enhancements 08/07/2025 3.3.19 Release note e-Registration 11/13/25
Form progress saved for patients 08/07/2025 3.3.19 Release note e-Registration 11/13/25
View packet/form sending rules in admin tools 08/07/2025 3.3.19 Release note e-Registration 11/13/25
Additional enhancements 07/10/2025 3.3.18 Release note e-Registration 11/13/25
Social Habits form updates 07/10/2025 3.3.18 Release note e-Registration 11/13/25
Medications and allergies full integration with iKnowMed 06/12/2025 3.3.17 Release note e-Registration 11/13/25
Updated Distress Thermometer form 06/12/2025 3.3.17 Release note e-Registration 11/13/25
New “Region” column and filter in Form Completion Report 06/12/2025 3.3.17 Release note e-Registration 11/13/25
Updates to Provider Intake Summary PDF 05/15/2025 3.3.16 Release note e-Registration 11/18/25
New columns on the Current User Permission Report 05/15/2025 3.3.16 Release note e-Registration 11/11/25
Patient feedback survey 05/15/2025 3.3.16 Release note e-Registration 11/11/25
Spanish text message notifications for patients 05/15/2025 3.3.16 Release note e-Registration 11/11/25
New Patient Intake Summary PDF 04/24/2025 3.3.15.1 Release note e-Registration 11/11/25
Additional enhancements 04/17/2025 3.3.15 Release note e-Registration 11/11/25
New Sent Forms Report 04/17/2025 3.3.15 Release note e-Registration 11/11/25
Help link added to patient experience 04/17/2025 3.3.15 Release note e-Registration 11/11/25
Automatic replies for text messages 04/17/2025 3.3.15 Release note e-Registration 11/11/25
Statuses provide visibility into sent forms 04/17/2025 3.3.15 Release note e-Registration 11/11/25
Updates to the Patient Information form 03/20/2025 3.3.14 Release note e-Registration 11/24/25
Automatically withdraw incomplete forms 02/20/2025 3.13.3 Release note e-Registration 11/11/25
Assigned Forms page 02/02/2025 3.3.12 Release note e-Registration 11/11/25
Manual SMS reminders 02/02/2025 3.3.12 Release note e-Registration 11/11/25
Preferred Pharmacy integration 02/02/2025 3.3.12 Release note e-Registration 11/11/25
NCCN Distress Thermometer and PHQ updates 02/02/2025 3.3.12 Release note e-Registration 11/11/25
Additional enhancements 02/02/2025 3.3.12 Release note e-Registration 11/11/25
Preferred Pharmacy populated in the Medications & Allergies form 12/14/2024 3.3.11 Release note e-Registration 11/11/25
Medications & Allergies Form Pre-Population 11/04/2024 3.3.10 Release note e-Registration 11/11/25
Form Completion Report Enhancements 10/22/2024 3.3.9 Release note e-Registration 11/11/25
Additional Enhancements 09/12/2024 3.3.8 Release note e-Registration 11/11/25
Introducing text message notifications for patients 09/12/2024 3.3.8 Release note e-Registration 11/11/25
Enhancements to NCCN Distress Thermometer form 07/11/2024 3.3.6 Release note e-Registration 11/11/25
Duplicate form prevention for patients 07/11/2024 3.3.6 Release note e-Registration 11/11/25
Enhancements to Forms Queue 07/11/2024 3.3.6 Release note e-Registration 11/18/25
Additional Enhancements 05/23/2024 3.3.4.1 Release note e-Registration 11/11/25
Continued enhancements to the Form Completion Report 05/23/2024 3.3.4.1 Release note e-Registration 11/11/25
My Care Plus Retirement Frequently Asked Questions 04/18/2024 FAQ Patient Portal 11/12/25
Patient Intake Summary PDF enhancements 10/30/2025 3.3.22 Release note e-Registration 11/11/25
Patients will now receive forms for appointments scheduled for less than 24 hours in advance 10/30/2025 3.3.22 Release note e-Registration 11/11/25
Additional enhancements 10/30/2025 3.3.22 Release note e-Registration, Patient Portal 11/10/25
Patients can now opt out of broadcast messages 10/30/2025 3.3.22 Release note Patient Portal 11/10/25
Patient’s decision to decline depression screenings will now be documented in iKnowMed 10/30/2025 3.3.22 Release note Patient Portal 11/10/25
Additional enhancements 10/09/2025 3.3.21 Release note Patient Portal 11/10/25
Updates to appointment notifications 10/09/2025 3.3.21 Release note Patient Portal 11/10/25
Patient and caregiver chart restriction requests 10/09/2025 3.3.21 Release note Patient Portal 11/24/25
Updates to Medications & Allergies data in iKnowMed 10/09/2025 3.3.21 Release note e-Registration 10/17/25
Updates of Insurance Information form 09/11/2025 3.3.20 Release note e-Registration 11/10/25
Automatic timeout warning on forms 09/11/2025 3.3.20 Release note e-Registration 11/10/25
Allow patients to refuse to complete electronic patient-reported outcomes (ePRO) forms 09/11/2025 3.3.20 Release note e-Registration 11/10/25
Enhancements to packet/form sending rules in admin tools 09/11/2025 3.3.20 Release note e-Registration 11/10/25
New General Queue Task Management Report 09/11/2025 3.3.20 Release note Patient Portal 11/10/25
Improvements to the For Me page 09/11/2025 3.3.20 Release note Patient Portal 11/10/25
Enhanced message retrieval in Ontada Health portal 09/15/2023 2.0.0 Release note Patient Portal 11/13/25
Faster notification delivery for immediate action 09/15/2023 2.0.0 Release note Patient Portal 11/14/25
Improved appointment display in Ontada Health portal 09/15/2023 2.0.0 Release note Patient Portal 11/13/25
Enhancements in form reminder configuration and tracking 09/15/2023 2.0.0 Release note e-Registration 11/14/25
Improved email address and reminder handling in Forms Queue 09/15/2023 2.0.0 Release note e-Registration 11/14/25
Seamless data entry integration for Patient Information form 09/15/2023 2.0.0 Release note e-Registration 11/14/25
Faster notification delivery for immediate action 09/15/2023 2.0.0 Release note e-Registration 11/14/25
Self-Service Reporting: Patient Enrollment Report streamlines follow-ups and portal transitions 10/13/2023 2.1.0 Release note Patient Portal 11/21/25
Enhanced Support Tools queue provides view of patient’s portal account 10/13/2023 2.1.0 Release note Patient Portal 11/21/25
Additional Enhancements 10/13/2023 2.1.0 Release note Patient Portal 11/13/25
Self-Service Reporting: Forms Completion Report for better data collection 10/13/2023 2.1.0 Release note e-Registration 11/21/25
New form withdrawal feature keeps Forms Queue organized 10/13/2023 2.1.0 Release note e-Registration 11/14/25
Additional Enhancements 10/13/2023 2.1.0 Release note e-Registration 11/14/25
Improved message handling and sorting 11/13/2023 2.2.0 Release note Patient Portal 11/13/25
Additional enhancements 11/13/2023 2.2.0 Release note Patient Portal 10/28/25
Enhanced Patient Information form to capture diversity for equitable care 11/13/2023 2.2.0 Release note e-Registration 11/14/25
Simplified data management with Data Integrations Error report 11/13/2023 2.2.0 Release note e-Registration 11/21/25
Additional Enhancements 11/13/2023 2.2.0 Release note e-Registration 11/14/25
Continued access to My Care Plus 11/21/2023 2.2.1 Release note Patient Portal 11/13/25
Treatment Location sync from iKnowMed to Ontada Health 11/21/2023 2.2.1 Release note Patient Portal 11/13/25
Fixes 11/21/2023 2.2.1 Release note Patient Portal 11/13/25
Expanded access to and control of patient information during the transition to Ontada Health 12/08/2023 2.2.2 Release note Patient Portal 11/13/25
Ability to change patient’s email address 12/08/2023 2.2.2 Release note Patient Portal 11/13/25
General Queue and Message History enhancements 12/14/2023 2.3.0 Release note Patient Portal 11/13/25
Additional enhancements 12/14/2023 2.3.0 Release note Patient Portal 11/13/25
Patient Result Download Available in Ontada Health Portal 12/21/2023 2.3.1 Release note Patient Portal 11/13/25
Fixes 12/21/2023 2.3.1 Release note Patient Portal 11/13/25
Automatic addition of User Groups to the General Queue 01/19/2024 3.0.0 Release note Patient Portal 11/10/25
Enhancements to Support Tools 01/19/2024 3.0.0 Release note Patient Portal 11/10/25
New Notification Audit Report 01/19/2024 3.0.0 Release note Patient Portal 11/13/25
Fixes 01/19/2024 3.0.0 Release note Patient Portal 11/10/25
Enhanced Form Completion Report 01/19/2024 3.0.0 Release note e-Registration 10/28/25
Patient and caregiver portal invitation enhancements 01/26/2024 3.0.1 Release note Patient Portal 09/19/25
Optional questions in patient forms for fast and flexible submission 01/26/2024 3.0.1 Release note e-Registration 09/19/25
Introducing user role management in Support Tools 02/14/2024 3.1.0 Release note e-Registration, Patient Portal 11/10/25
New reports to review and audit user permissions 02/14/2024 3.1.0 Release note e-Registration, Patient Portal 11/10/25
Additional enhancements 02/14/2024 3.1.0 Release note Patient Portal 11/10/25
Automatic retry of form and data integration 02/14/2024 3.1.0 Release note e-Registration 11/10/25
Enhancements to automatic duplicate form management 02/14/2024 3.1.0 Release note e-Registration 11/10/25
Depression screening form data integration 02/14/2024 3.1.0 Release note e-Registration, Patient Portal 11/10/25
Forms updated to include logo and MRN 02/14/2024 3.1.0 Release note e-Registration 11/21/25
Updated patient search permissions in Support Tools 02/23/2024 3.1.1 Release note e-Registration, Patient Portal 09/19/25
Download Health Records by Date 03/15/2024 3.3.2 Release note Patient Portal 11/10/25
Patients Can Self-Send New Invitation Links 03/15/2024 3.3.2 Release note Patient Portal 11/10/25
Close Task is now Complete Task 03/15/2024 3.3.2 Release note Patient Portal 11/10/25
Additional Forms Queue columns and filters 03/15/2024 3.3.2 Release note e-Registration 11/10/25
Patients can enter medications as free text 03/15/2024 3.3.2 Release note e-Registration 11/10/25
Form document types now respect Visible/Hidden settings in iKnowMed Generation 2 03/15/2024 3.3.2 Release note e-Registration 11/14/25
Enhancements 04/05/2024 3.3.3 Release note Patient Portal 09/19/25
Improved Patient Form Handling 04/05/2024 3.3.3 Release note e-Registration 11/10/25
Updated Content in Patient Forms Notifications 04/05/2024 3.3.3 Release note e-Registration 11/10/25
Enhanced Social Habits Form 04/05/2024 3.3.3 Release note e-Registration 11/10/25
My Care Plus Retiring 04/18/2024 3.3.3.1 Release note Patient Portal 11/11/25
Use Support Tools to access My Care Plus messages for patients 04/18/2024 3.3.3.1 Release note Patient Portal 11/10/25
Flexible Health Records Viewing 04/18/2024 3.3.3.1 Release note Patient Portal 11/10/25
New features for restricted patient charts 05/07/2024 3.3.4 Release note Patient Portal 11/10/25
Protecting practice user privacy in patient messaging 05/07/2024 3.3.4 Release note Patient Portal 11/10/25
Patient portal browser support guidance 05/07/2024 3.3.4 Release note Patient Portal 11/10/25
Additional enhancements 02/06/2025 3.3.12 Release note Patient Portal 11/10/25
Enhancing patient portal notification emails 05/07/2024 3.3.4 Release note e-Registration, Patient Portal 11/10/25
Continued enhancements to the Form Completion Report 05/07/2024 3.3.4 Release note e-Registration 11/21/25
Updates to the Patient Information form 05/07/2024 3.3.4 Release note e-Registration 11/10/25
New patient messaging feature in admin tools 06/06/2024 3.3.5 Release note Patient Portal 11/21/25
Additional privacy controls for restricted patient charts 06/06/2024 3.3.5 Release note Patient Portal 11/10/25
Enhanced security with Multi-Factor Authentication on the patient portal 06/06/2024 3.3.5 Release note Patient Portal 11/10/25
Enhancements to patient forms for a better pre-appointment experience 06/06/2024 3.3.5 Release note e-Registration 11/12/25
Financial Release of Information Form 06/06/2024 3.3.5 Release note e-Registration 11/10/25
Patient Contacts Form 06/06/2024 3.3.5 Release note e-Registration 11/10/25
NCCN Distress Thermometer 06/06/2024 3.3.5 Release note e-Registration 11/10/25
New health records sharing feature in patient portal 07/11/2024 3.3.6 Release note Patient Portal 11/21/25
Enhancements to Notification Audit Report 07/11/2024 3.3.6 Release note Patient Portal 11/10/25
New Date Created tooltip in General Queue and Messaging History 07/11/2024 3.3.6 Release note Patient Portal 11/10/25
New General Queue Task Event Report to track productivity and patient communications 08/07/2025 3.3.19 Release note Patient Portal 11/13/25
More detailed patient portal status in iKnowMed 08/07/2025 3.3.19 Release note Patient Portal 11/13/25
Location Printing Name to display throughout the patient portal 08/07/2025 3.3.19 Release note Patient Portal 11/13/25
Additional enhancements 08/07/2025 3.3.19 Release note Patient Portal 11/13/25
Download and share patient records via admin tools 08/15/2024 3.3.7 Release note Patient Portal 11/11/25
Easier Access to Patient Charts 10/22/2024 3.3.9 Release note Patient Portal 11/21/25
Task Management Enhancements 11/04/2024 3.3.10 Release note Patient Portal 09/18/25
Enhancements to the General Queue and task management for patients and practices 12/14/2024 3.3.11 Release note Patient Portal 11/26/25
Customized appointment display 12/14/2024 3.3.11 Release note Patient Portal 11/21/25
Task Management window enhancements 02/06/2025 3.3.12 Release note Patient Portal 11/10/25
Task Documentation tooltip update 02/20/2025 3.3.13 Release note Patient Portal 11/10/25
Enhanced appointment request display in patient portal 02/20/2025 3.3.13 Release note Patient Portal 11/10/25
Updated user help link in the patient portal 03/20/2025 3.3.14 Release note Patient Portal 11/10/25
Updated permission for patient portal impersonation 03/20/2025 3.3.14 Release note Patient Portal 11/10/25
Task management enhancements 04/17/2025 3.3.15 Release note Patient Portal 11/21/25
Patient portal displays result comments 04/17/2025 3.3.15 Release note Patient Portal 11/10/25
Patient feedback survey 05/15/2025 3.3.16 Release note Patient Portal 11/10/25
Share clickable links in patient messaging 05/15/2025 3.3.16 Release note Patient Portal 11/10/25
New columns on the Current User Permission Report 05/15/2025 3.3.16 Release note Patient Portal 11/10/25
“Clinical Note” label in patient portal 06/12/2025 3.3.17 Release note Patient Portal 11/10/25
Updated Distress Thermometer form 06/12/2025 3.3.17 Release note Patient Portal 11/10/25
Message History removal 07/10/2025 3.3.18 Release note Patient Portal 11/10/25
Additional enhancements 07/10/2025 3.3.18 Release note Patient Portal 11/10/25
Appointment Reminders 08/28/2025 Appointment Reminders Release note Patient Portal 11/10/25
Task Summary PDF timestamps 09/01/2023 1.4.0 Release note Patient Portal 10/28/25
Patient form reminder consolidation 09/01/2023 1.4.0 Release note e-Registration 10/28/25
Additional enhancements 08/13/2023 1.3.0 Release note e-Registration 11/14/25
Preventative Care form updates to capture more details 08/13/2023 1.3.0 Release note e-Registration 11/14/25
Additional enhancements 08/13/2023 1.3.0 Release note Patient Portal 11/13/25
First iteration of Support Tools allows you to resend patient invitations 08/13/2023 1.3.0 Release note Patient Portal 11/13/25
Send and manage insurance forms and insurance cards 07/09/2023 1.2.1 Release note e-Registration 11/14/25
Button fixes in System Outbound Review queue 07/09/2023 1.2.1 Release note e-Registration 11/14/25
Customize experience to send forms to PMS or attach to patient’s chart 07/09/2023 1.2.1 Release note e-Registration 11/14/25
Easily invite patients to join the Ontada Health portal 07/09/2023 1.2.1 Release note Patient Portal 11/13/25
Generate and attach task summary to patient charts 07/09/2023 1.2.1 Release note Patient Portal 11/13/25
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