Highlights only - the things you would feel

What shipped at EnWella

Curated release notes - one entry per major feature

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Releases

Send documents for signature from the chart

  • Send any document from your practice library to a patient. The documents tab lists your forms and your consents together, picks them one by one, and sends them to the patient, who is notified and finds them waiting as a task on their portal home.
  • See where each patient stands, and follow up. Every row shows whether the patient has signed, still owes you a signature, or signed wording the document has since moved on from; a document still waiting on them can be sent a reminder or withdrawn.

Confirm the bookings patients make

  • Your team accepts a patient's booking. A time a patient books online is held on the calendar and goes on the books when a member of your team accepts it, from the appointment page or the patient's chart.
  • Choose when the patient is asked to confirm. Calendar settings set how far ahead of a visit the patient is asked to confirm they are coming, and whether patient bookings are reviewed at all.

Ask a patient to re-confirm their insurance

  • Request an insurance update from the chart. The payment information tab sends the patient a request to re-confirm their coverage, with an optional message, and shows that the request is outstanding until they answer.
  • Patients answer with the intake insurance step. The request appears as a task on the patient's portal home and by email, and opens the same insurance step used during intake — a photo of the card front and back, and the payer, member ID and plan details to check — with what the practice holds already filled in.

Intake: photograph your insurance card

  • The card is photographed inside a guide. Intake opens a camera with a card-shaped frame, so a patient lines their insurance card up and the whole card is captured square-on, front and back.
  • The card fills in its own details. Once the front is photographed, the member ID, group number and carrier are read from it and entered on the form for the patient to confirm before they continue.

Sign and file from the note

  • One review before every signature. Signing a note from the button or the keyboard opens the same review: the text sent with the claim, the empty sections with a way back to each, the codes and diagnoses, and the attestation.
  • The claim is one step from the signed note. After signing, the note shows the claim it produced, its status and billed amount, with a direct link to review it; the patient's billing tab counts draft claims that have not yet been submitted.

Intake: coded allergies

  • Allergies recorded one at a time. Patients record each allergy separately during intake — selecting the allergen from a coded catalog, or naming one it does not list — along with the type, reaction and severity, and each entry appears as a coded allergy on the chart.

Intake: coverage and pharmacy

  • Insurance coverage confirmed during intake. Patients can run an eligibility check with their payer while completing intake and see the plan, network status, copay, deductible and out-of-pocket amounts the payer reports, with the front desk confirming coverage before the visit.
  • Patients choose their preferred pharmacy. Intake and the patient portal include a searchable pharmacy directory, so the pharmacy a patient selects is on the chart for prescribing.

Patient records and e-prescribing

  • More of the health record in the patient portal. Patients can review released results, signed notes, after-visit summaries, chart summaries, documents, appointment requests, forms, account settings, mood history and saved payment methods from the portal.
  • Coded allergy support for e-prescribing. Clinicians can select coded allergens in the chart, and EnWella includes them with e-prescribing patient data to support downstream interaction screening.

Billing, claims and clinic workspace

  • Focused billing workflows. Invoice and claim pages bring billing details, diagnoses, payments, statuses and printable documents into clear, editable workflows.
  • Role-controlled clinic workspace access. Administrators can grant authorized team members access to the clinic mailbox, calendar and chat, with each launch attributed to the person who opened it.

Connected treatment planning

  • Treatment plans have a dedicated workspace. Goals, progress, assessments, supplements and laboratory work can be reviewed together, with AI-assisted drafts remaining subject to clinician review.

AI-assisted visit documentation

  • A clearer documentation workflow. When enabled for a visit, transcript status, speech measurements and note-draft progress appear in one place, and the clinician decides what enters the record.

Patient worklists and charts

  • Clinical work starts from a clearer patient view. Searchable worklists, chart summaries and direct note creation put the information and actions for a visit within reach.

Account and practice administration

  • Stronger account controls. Clinic accounts support multiple second-factor methods, recovery options and role-specific access.
  • Clearer practice administration. Practices can review versioned agreements and prepared consent templates before signing or adopting them, and manage plans, seats and optional modules with prorated account changes shown in billing.

Patient choice for visit recording

  • Per-visit recording controls. Patients can decline recording, transcription and AI drafting from the visit lobby without affecting their care, and clinicians can record the same choice during the visit.

Language-aware transcription

  • Additional transcription support. Authorized visit recordings can use a language-aware fallback, with uncertain speaker attribution labeled for clinical review and temporary media handled under documented retention controls.

Consent and document workflows

  • Ready-to-sign consent documents. Practices can review managed templates, use their own wording and prepare patient-signable documents in one workflow.
  • Signed-document organization. Completed documents are available through the practice's configured document storage while the authoritative signature record follows the applicable retention policy.

Patient communication and virtual visits

  • Practice-branded communication. Eligible patient messages can use the practice's configured sender identity, while account-security messages remain EnWella communications.
  • Virtual visits alongside the chart. The visit window and chart can remain accessible together, with patient links routed through the configured pre-visit flow.

Guided patient access

  • A smoother patient journey. Patients can identify themselves, complete intake, request appointments and continue conversations across supported web and mobile experiences.

Guided patient import

  • Reviewable chart migration. Practices can import supported patient records and documents through a scoped workflow that allows staff to review information before it enters the chart.

Care teams

  • Shared patient care with scoped access. Practices can assign care-team providers, identify a primary provider and manage chart access according to the user's role and care-team relationship.

Patient mobile and payments

  • More patient tasks on mobile. Patients can review invoices, make payments, open documents, sign consents and use journal and wellness tools from the mobile experience.
  • Text-message preferences. Replying STOP ends texts from the practice, and replying START resumes eligible messages.

Role-based workspaces

  • Workspaces match each team member's responsibilities. Clinical, front-desk, billing and administrative views present the navigation, dashboards and permissions appropriate to the assigned role.

AI note assistance

  • Clinician-reviewed documentation support. EnWella can prepare note suggestions from authorized visit context while preserving the clinician's control over review, editing and signature.

Electronic prescribing

  • An integrated prescribing workflow. Providers can compose, transmit, cancel and track prescriptions, search pharmacies, manage controlled-substance enrollment and send coded allergy data for downstream screening.

Clinical documentation and exports

  • Structured charting and portable records. Notes, vitals, assessments and diagnoses use guided clinical workflows, and authorized users can export supported records to spreadsheets.

Multi-clinic and patient onboarding

  • Guided access from the first sign-in. Staff can switch between authorized clinics, while patients can register, complete intake and request appointments through a consistent flow.

Consent and appointment workflows

  • Consistent patient preparation. Branded consent signing and appointment reminders guide patients through outstanding pre-visit steps.

Automated front desk beta

  • Automated support for routine calls. The phone assistant handles common questions and booking requests and routes uncertain cases to clinic staff.

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