Macro refreshes limited to the date of service Copied

We improved the logic for all macros so that updates to macros will now only happen automatically on the date of service. Previously, the macro refresh was not driven by the date of service, but rather, updated if the note was amended or edited. The new logic works as follows:

• If a user starts a note today for tomorrow and changes the Date of Service to tomorrow’s date and saves it as a draft, the macros will refresh tomorrow when the note is opened.
• If a user starts a note today and edits or amends the note with today’s date, the macros will refresh.
• If a user changes the effective date at the top of the chart and then edits or amends a note, the macros will refresh (callout 1).

• If a user starts a note today and edits or amends the note the following day, they must choose Other Actions > Refresh Macros to manually update the macros to the current date (callout 2).