Release Notes

Product Updates

June 30, 2026

[NEW] Move & Copy Entities Between Appointments

You can now move and copy certain chart entities between appointments directly in Charting 2.5 — no more switching back to Old Chart to do it. Each eligible row now has a kebab menu button that opens the familiar sheet menu, which now includes options for Move and/or Copy to a different appointment — across Intake, Orders (procedure notes + lab results), and Documentation.

  • What you can Move and/or Copy now:

    • Intake/Provider Notes → Move + Copy
    • Procedure notes & orders → Copy
    • PDFs & Images → Move
    • Comm Logs & Forms → Move + Copy
    • Lab results → Move

  • Callouts

    • The “Copy to new entity” and “Copy to a different appointment as a new entity” functions were not ported over to Charting 2.5 due to high implementation complexity and low usage among providers.
    • Moving ROS or PE shows a warning: In Charting 2.5, these entities can't be regenerated on the source visit. It is often recommended that you copy these entities rather than move them.
    • Billables parity with Old Chart: Moving entities leaves billables on the original visit; Copying entities creates associated billables on the target visit

  • Known Bugs & Limitations

    • If you move or copy entities and do not see your changes, refresh your browser. We will work on improving this experience.
    • Currently, only lab results are moved. In the future, we’ll look into moving the associated lab request as well.

Learn more:

March 2, 2026

[NEW] Autofill UX Enhancement

Autofilling a previously-saved entity (PR-1, PR-2, Work Status Report, etc) will now update that same entity and resave it to the chart. Any field in an entity that is already filled will not be overwritten by the autofill.

Learn more: See Video Here (opens in a new tab)

February 25, 2026

[NEW] Add Diagnosis Codes from a Previous Visit

Providers can now quickly add diagnosis codes from previous visits to the chart. A new "Add Previous" button in the Diagnosis section opens a side drawer listing distinct groups of diagnosis codes from the patient's previous visits.

Learn more: See Video Here (opens in a new tab)

[NEW] Lab Results Panel Quick Follow Updates and Bug Fixes

  • Clearer messaging in the Lab Result info banner

  • New feature to mark Orders Pending Results as “Resulted” or “Not performed”

  • Fixed Lab Result publishing behavior

    • In-house lab results and manually published lab results push provider message and lab results to the patient immediately

  • Fixed iOS Lab Result Panel bugs

    • Scrolling results in panel view
    • Accessing results panel from cases view
    • Bugged empty filter states

[IMPROVEMENT] Charge Navigator Updates

  • Left Without Being Seen rule: Selecting "Left Without Being Seen" in the Charge Navigator and then clicking "Done" will now run a rule that adds a diagnosis code (Z53.21) to the chart. This will allow staff to move the chart through the visit workflow.
  • Button Location Updates: The Edit and Done buttons have been moved to the bottom-right of the panel, consistent with controls in other chart panels.

Learn more on these first 2 updates here: See Video Here (opens in a new tab)

  • Fixed Charge Navigator race condition: When providers made selections within the Charge Navigator in rapid succession, some of their selections were not being saved properly. This resulted in an experience where it appeared the Charge Navigator was deselecting options. This issue has been resolved.

January 20, 2026

[NEW] Lab Results Panel

We have introduced a Lab Results Panel within the Orders section of the chart that allows providers and staff to see all lab results from the selected visit and publish results if necessary.

Learn more: See Video Here (opens in a new tab)

[NEW] Epistaxis Procedure Note

We have added a procedure note that allows the documentation and billing of epistaxis control procedures. You can find it in the Orders & Tests section of the Orders by beginning to search "Epistaxis Control"

Learn more: See Video Here (opens in a new tab)

January 7, 2026

[IMPROVEMENT] ICD-10 Code Descriptions

ICD-10 descriptions now align with the official ICD-10 standard, improving diagnostic accuracy and reducing billing and compliance risk.

Learn more: See Video Here (opens in a new tab)

January 5, 2026

[NEW] Care Credit Payments

Practices can now record Care Credit payments directly in Carby EHR, allowing Care Credit transactions to be tracked alongside other payment methods.

Available in:

  • Collect Payment
  • Checkout flow
  • Billing Hub

Learn more: See Video Here (opens in a new tab)

TroubleshootingCertification Disclosures