EnWella EHR Suite
Start free trial
Highlights only - the things you would feel

What shipped at EnWella

Curated release notes - one entry per major feature

Subscribe via RSS

Releases

Patient insurance check settings

  • Patient insurance check settings. Clinics choose where patients can check their own insurance (intake forms, the clinic website assistant, the phone front desk) and how much of a result patients see, from nothing at all to full benefit details.

Provider and staff seat switching

  • Provider and staff seat switching. Clinic owners can move a team member between a provider seat and a staff seat from the Team page, choosing which provider takes over their patients, appointments and open work.

Lab result release

  • Lab result release. Lab results appear in the patient portal when a clinician reviews them, with the option to hold a result and release it later; critical results notify the ordering and primary providers in the app and stay on the dashboard until acknowledged.

Document sharing controls

  • Document sharing controls. When staff upload a file to a patient's chart they choose whether the patient sees it in their portal, and can share a file or stop sharing it later from the chart.

Time off on the schedule

  • Time off on the schedule. A provider's time off appears on the schedule and holds those hours closed to booking, with an explicit option for staff to book during it.

Code status on the chart

  • Code status on the chart. Clinicians record a patient's code status (full code, DNR, DNI) and whether a POLST/MOLST form is on file; it shows beside allergies on every chart page, and each change is saved with a reason and a history.

Refill requests

  • Refill requests. Patients confirm a refill request with an optional note and pharmacy and can cancel it while it is pending; providers review requests from the inbox and answer with an optional note, and both are notified in the app.

Safety plans

  • Safety plans. Clinicians write a structured safety plan with a patient on the chart, review it at follow-up visits with every version kept, and give the patient a copy in their portal or on paper.

Controlled substances and PDMP checks

  • Controlled substances and PDMP checks. Controlled medications show their DEA schedule; clinicians document state PDMP checks on the chart with a link to the clinic's registry, and adding a controlled medication without a check inside the clinic's chosen window asks for a check or a reason.

Visit preparation checklists

  • Visit preparation checklists. Each visit type lists the preparation its bookings need - labs, clearances, consent, fasting instructions; every booking carries its own checklist, ticked off on the appointment with who did it and what was found, and the steps still open show on the patient's chart.

Incident and grievance register

  • Incident and grievance register. Anyone on the clinic team reports a safety incident, a near miss or a patient grievance from the quick-create menu; practice managers triage each entry - severity, owner, follow-up notes and resolution - in one register that exports to CSV.

Ending a patient's care

  • Ending a patient's care. Clinicians record a dismissal, a transfer of care, or a patient ending care - with the reason kept for staff, a notice period, and a letter printed on the clinic letterhead; visits can't be booked past the last day of care.

Images in visit notes

  • Images in visit notes. Clinicians attach photos and scans to a visit note while drafting it - a wound, a rash, an exam artifact; the images show in the note and the chart's documents, and reach the patient's portal with the released note.

In-office tests

  • In-office tests. Staff record a rapid or waived test run in the office - strep, flu, COVID-19, RSV, pregnancy, glucose, A1c, hemoglobin and INR - with its result, kit lot and expiry, quality control and who ran it, as one resulted lab order on the chart.

Provider credentials for clinic admins

  • Provider credentials for clinic admins. Clinic admins open any provider's credentials from the team roster to update licensing and identifiers, upload credentialing documents, and fill in e-prescribing details so the provider only has to sign.

Draft invoices and corrected claims

  • Draft invoices. Staff save a new invoice as a draft, review it, and finalize it to bill the patient; a draft can be discarded and stays in the audit trail.
  • Corrected claims. Billers reopen a filed claim, correct it, and resubmit it to the payer as a replacement of the original claim.

Clinic email in the inbox

  • Clinic email in the inbox. Staff the clinic's shared mailbox is shared with see its unread email in the inbox alongside patient and team chat, matched to the patient's chart when the sender is a patient, and can mark a message read or open it in the mailbox to reply.

Patient tags

  • Patient tags. Staff label patients with the practice's own short tags from the patient list or the chart, with suggestions from tags already in use, and filter the list by tag.

Medication reconciliation and message corrections

  • Medication reconciliation. Clinicians review the medications a patient reported on intake side by side with the chart, decide each one, and finalize the list in a single recorded step.
  • Message corrections and replies. Senders can edit or retract a chat message shortly after sending it, and reply to a specific message in patient and team conversations.

One inbox for patient and team messages

  • One inbox for patient and team messages. Staff who handle patient messages see patient chat and team chat together in one inbox, newest first, and can narrow it to either.

Entered-in-error diagnoses

  • Entered-in-error diagnoses. Clinicians can mark a problem-list diagnosis as entered in error with a reason; it stays on the record, struck through, and is left out of active lists, new visits and new claims.

Patient invitations open the portal directly

  • Patient invitations open the portal directly. A patient opens their portal from the invitation email, or from the invitation text by texting back a code from the invited phone, then chooses a password and continues to intake.

File attachments in chat

  • Photos and PDFs in chat. Staff and patients can attach a photo or PDF to a secure message, and staff can attach the same kinds of files in team chat.

Correct intake answers from the chart

  • Staff verify intake on the chart. A clinician who can edit clinical data can correct a patient's intake answers from the chart Intake page; the step shows who verified it and which fields they updated.

Intake completeness on the chart

  • Intake completeness on the chart. Staff see how much of a patient's intake is collected and which sections still need answers, without opening every section.

Signed notes as a PDF and signing the day's notes together

  • Signed notes as a PDF, with their history. A signed note downloads as a PDF with its signatures, credentials and addenda, and its history lists the edits, signatures, addenda and billing events recorded for it.
  • Signing the day's notes together. The Notes inbox lets a provider read each note in a batch, with any empty sections, before signing them together under one attestation, and each visit is billed the way signing it on its own would bill it.

Evaluation history from intake, entered in error and portal holds

  • A psychiatric evaluation that starts from intake. The initial psychiatric evaluation includes past psychiatric, medical, family, substance use and social and developmental history, and each section can be filled from what the patient reported on intake, marked as patient-reported for the clinician to review.
  • Entered in error and portal holds. The signing provider or a clinic admin can mark a signed note entered in error with a reason and an attestation; it stays in the record, clearly labelled, and leaves the patient portal. When signing, a provider can hold a note from the patient portal with a reason and release it later in one click.

Signed addenda and visits waiting for a note

  • Addenda with a reason and a signature. Providers add to a signed note by choosing a reason (late entry, correction or clarification) and attesting to the addendum; every signed note shows who signed it, their credentials and the time, with a history of the signature and each addendum.
  • Visits waiting for a note. The Notes inbox lists a provider's visits from the last 30 days that don't have a note yet, each one click from starting it, and names every draft by its visit.

Fee schedule, patient messages and spreadsheet import

  • A fee schedule for every visit. Practices set what they charge for each code on the Fees page, coded visits are billed at that fee when the note is signed, and the biller's dashboard lists signed visits that still need an invoice or claim, each one click from it.
  • Patient messages and spreadsheet import. A patient's question stays in front of the clinic until someone answers it, the front desk can hand it to one of the patient's providers with a note only the clinic sees, and practices can bring their patient list in from a spreadsheet at no charge.

Outcomes, screener follow-up and patient balances

  • Screeners from assignment to follow-up. Providers send any validated screener from the patient's chart, patients whose answers call for immediate support are shown the 988 Lifeline and their clinic's number when they submit, and the care team sees the alert on every tab of the chart until someone marks it reviewed; Outcomes shows how scores are moving across the practice.
  • Patient balances and month-end exports. Billing lists every patient with an open balance by age, sends each a statement in one email, and exports invoices, claims and balances for any period; a visit with insurance on file is billed to the payer first and the patient is invoiced for their share.

Patient bookings at the front desk, and what's new for patients

  • Patient bookings on the appointment desk. Appointments patients book online wait on the appointment desk and the front desk's dashboard to be accepted, moved or declined, and a patient whose visit is cancelled is notified and reads the clinic's reason in their portal.
  • What's new for patients, in one place. The patient portal home lists new lab results, signed referrals and documents, and each medication shows where its refill request stands.

Review lab results and outside documents

  • Lab results wait for the provider's review. Resulted labs appear on the ordering provider's dashboard, abnormal ones first, until the provider marks them reviewed from the patient's chart; labs can also be ordered by manual requisition, with their results entered on the chart.
  • Documents open before they are signed. A document routed to a provider opens for review first, and a PDF is signed on a signature page added to the document itself.

Staff your clinic and room patients by role

  • Practice admins build the team. Anyone who manages your team can invite front desk, clinical staff, billing, admin and provider seats and change a teammate's roles, each seat with its own default access; the invite and edit forms show, before saving, any access that only a clinic owner can grant.
  • Clinical staff room the patient. Nurses and medical assistants check a patient in from today's schedule, record vitals on the visit for the provider's note, and send the patient intake and consent forms.

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.

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.

Generated at