OneDash Release Updates

release 2 4 march 13, 2026 new features configurable communication schedules you can now decide exactly which days of the week your automated ai calls and texts go out pick your days if you only want to send texts on mondays or calls on tuesdays and thursdays, you can now set that up easily automatic holding any messages triggered on an "off" day aren't lost—they are simply saved in a queue and sent automatically on the next day you’ve approved smart delivery & member experience we know that sending too many messages can lead to members "tuning out" or getting frustrated we’ve added new "smart delivery" rules to keep your communications professional and helpful no more duplicates the system now automatically checks if a member is already scheduled to receive a specific message if they are, it cancels the duplicate so they don't get the same text twice in one day daily limits you can now set a "cap" on how many automated messages a single member receives in a day if the limit is reached, the system will only send the most important ones priority ranking you can tell the system which messages are the most urgent (like an appointment reminder) and which are lower priority if a member hits their daily limit, the system ensures the most important message always gets through first feature enhancements/changes expanded fcc communication windows to all forms of patient communication taxonomy selection and order uis now showing in sequential order enhanced large scale patient id filtering in population browser added a limiter to prevent overly long load times added yearly filters for care gaps and actions tabs in the patient profile automatic batch faxing enhancements bug fixes fixed a bug where the ai appointment scheduler created minor overlaps; it now ensures clean gaps between bookings reinforced the fix for ai calls to ensure they never execute before allowable fcc/regulatory call times corrected scaling issues for users on work tablet mode fixed date selector bugs and duplicate row/whitespace glitches in the cmr and care gap statistics tables resolved an issue where manually created gaps were being automatically renamed to "manual"; they will now retain their specific designated titles polished ui elements across filters, dropdowns, and modals for a smoother, snappier feel release 2 3 \release 2 3 january 29, 2026 new features high cost & non formulary fax templates we’ve added 4 new specialized fax templates designed to expedite communication with providers regarding high cost medications and non formulary exceptions cpd posts to care gap notes when a care gap goes through a cpd, a message will now automatically post to the notes section of the care gap "this care gap entered the following care path \<cpd name>" see automations https //app archbee com/docs/lmtwfqhiizwakcvop2hkh/f f0pmxiruwbyn6jm6ejr page for more details on cpd's automated fcc compliance guardrails all scheduled communication actions now automatically adhere to fcc regulations regarding contact hours this system update ensures that your outreach strategy remains compliant without manual oversight smart queueing if an automated communication is triggered outside of legal hours, the system will now automatically queue the message for the next available compliant window manual scheduling restrictions to prevent accidental violations, users can no longer manually schedule communications (calls or messages) outside of fcc regulated timeframes feature enhancements/changes medication reversal ai agent our latest ai integration is now live this agent assists clinicians by identifying potential reversal agents for specific medications and providing dosage guidelines in high pressure scenarios non formulary / trade review reports two new comprehensive reports have been added bug fixes clinical and financial outcomes data and visual fixes fixed occasional filter persistance / resetting bugs for improved user expierence improved ux for care gap / action modal navigation fixed 'screen shake' visual bug across multiple pages release 2 2 december 22, 2025 new features simplified work queue when in the care gaps page, clicking on the work queue mode will switch the layout to a simplified version, showing members with no actions yet associated to them drilling into a member will reveal the rule and care gap associated to them users can assign members to themselves or others, create actions, and once marked as done, will be removed from the queue new tracking for manual user call logging we have re designed our call logging feature for a smoother, more flexible feel updated available list of logging based on inbound / outbound, and implemented more intuitive logging details, automatic name complete / search this allows for a faster, more efficient method of tacking and call logging batch faxing will be available starting 1/5/2026 when scheduling a faxes, users will have a checkbox allowing a selection of "send to batch" batched faxes will take all faxes set to go out for a provider / pharmacy and send at once instead of multiple communications scheduled action time will stay consistent at 9 am each day for any un batched fax communications feature enhancements/changes onedash design has been updated member level medical claims spend graphs added spend graphs adapt to the filters above it secondary icd codes are now visible in the member level medical claims tab population browser has been improved! filters have been refined along with filter organization a filter search bar has been added separation of date depend filters has been moved to its own section admission location filter has been added under medical filters new dashboard widget failed communications per selected date, the widget will show you failed communications bug fixes clinical and financial outcomes data fixes ability to save global presets has been restored release 2 1 0 october 9, 2025 new features pharmacy faxing now available when selecting the fax option, you will now see the option to fax a provider or a pharmacy pharmacy faxes utilize separate templates to request refills from the pharmacy feature enhancements/changes updated patient demographics section each patient can now store up to 4 phone numbers, emails, and addresses the first two fields are permanent records provided from data files the second two fields are user editable users will be able to select their default contact for use when calling and texting when turning a tag into a plan, individual plan dates can now be set from within the tag page rather than the modal click into the tag and note the additional column on the right hand of the table if a tag is a plan, these dates will be editable per member in the tag setting a date for the entire tag is still controlled the same from the "my tags" page fax template preview enhancements fax previews can now show multiple pages in one view care gap statistics download has been added back into the page, with a 10k line download if your table is filtered to >10k care gaps, the download will not be available when filtering in the care gaps page, the filter options are now multi select to allow more flexibility in filtering the table bug fixes fax template spacing optimization fax template spacing has been optimized to avoid any spacing or text overlap issues with a footer in the document mtm runs no longer require a page refresh to update and show the most recent run release 2 0 0 august 22nd, 2025 new features automation details added upon entering the automations page, you will see a preview of an automation as well as a table below to view or dive into the details of a specific automation when viewing details of an automation, there is a new overlay window that will show you every patient in the automation, which step they are on, and whether or not their gap closed inside that automation care gap action enhancements when viewing the details of a care gap, a full action history and future scheduled actions can be viewed future actions can be scheduled and/or edited manually, either by one action at a time or by putting a care gap into an automation care gaps can also be manually removed from an automation feature enhancements/changes custom report expiration dates to ensure data validity, all custom reports will be reviewed internally by cary every 6 weeks if a report is not reviewed, after 6 weeks, it will not be able to be downloaded by users until it is reviewed taxonomy details have been added to the providers when selecting ehr recipient quality outcomes stars adherence graphs now show up to current calculated date for dm/ras/statin adherence manual page is now called care gaps intervention statistics is now call care gap statistics new high level intervention statistics are available on the top of this page to give an overview of all care gaps and their stats bug fixes unfollow button for following patients was added back in release 1 14 2 july 8th, 2025 feature enhancement/changes logged phone call outcomes are now viewable under the actions table hover over the call icon under the action column for each tracked call to view the outcome tracked for that call population browser csv download now will include intervention text if the intervention column is turned on vendor actions is now available as a new tab under each member page if vendor actions are loaded, they will show in this tab note templates can now be selected when completing a note on a member for new templates, please submit a ticket release 1 14 0 june 9th, 2025 new features individual quality star metrics data for all medicare members, each individual page has a new tab detailing the star metrics that the member is a denominator of, and their progress in it (hedis is coming!) clair copilot has been released run patient insights and ai mtm's with the click of a button to gain instant insight into a summary of your member as well as pharmacotherapeutic recommendations on how to optimize current therapies visit here https //documentation cary health/onedash/clair clair co pilot for more details feature enhancements/changes member phones number and emails can now be edited by a user note that an edit to a number/email will be permanent unless edited again by a user automations have been redesigned! funnels now have a new look the quality outcomes data table (at the bottom of the page) now also shows year end best and year end worst pdc for each member on hover, in addition to whether they can be flipped bug fixes general ui bugs regarding misaligned spacing were resolved release 1 13 1 may 27th, 2025 new feature ehr messaging via direct trust has been added as a communication method in release 1 13 0 april 24th, 2025 feature enhancements/changes call action outcome tracking now has select options or an other option for free form text individual provider pages have been redesigned select graphs/tables have been added back into the financial and clinical outcomes page bug fixes 20k query report limit has been lifted, reports will no longer truncate at 20k lines patient journey ui fixes release 1 12 0 march 13th, 2025 new features onedash dark mode onedash dark mode is now available in the upper right hand corner of your screen give your eyes a little break feature enhancements/changes manual interventions and actions have been reorganized on a member level for more holistic views on the work being done for each member, your manual interventions are now organized per member learn more about this feature here https //documentation cary health/onedash/manual interventions onedash has a new logo and favicon! quality outcomes poly ach and cob overlap counts now have downloadable csv's for you to see exactly which members are in which population onedash pages are now responsive they will resize if you choose to login to onedash from a tablet, or if you shrink your viewing window on a laptop the smallest resolution it will adapt to is 768x881 pixels faxing feature update manually enter recipient when faxing on a single intervention, you now have an option to manually enter a provider recipient for a provider that has not prescribed for the patient prescription reversal records now show a negative number if a prescription was reversed, rather than the overpunch code bug fixes minor ui fixes dashboard "recently viewed patients"widget is now paginated to prevent list overflow dashboard "autoclosed interventions table" widget now shows assigned team names on closed interventions population browser filter reset button was not properly resetting the filters issue resolved goal names in automate are not editable and update immediately search bar in my tags now works properly release 1 11 0 january 29th, 2025 data enhancements/changes amr ndc update following the notice from ncqa regarding the removal of amr ndc's that had incorrect package size information, ndc changes have been made to reflect the changes from ncqa feature enhancements/changes intervention modal usage enhancements intervention details can now be expanded or collapsed based on user preference the action tracking in your intervention modal has been updated to show only actions that have been taken rather than the entire list of possible actions action tracking for calls now includes an optional field for "record action outcome" use this field to add any outcome of a call you've made, whether is was making a recommendation to the provider or getting a prescription filled individual patient prescriptions table changes pharmacy phone number and pharmacy type (mail order, retail, etc) have been added and are now available in the table the table has been reorganized for easier viewing of vital data automated faxes can now also utilize fax templates that include manual free form text input new tags can now only be made by admin user accounts if you are a clinical user and would like a new tag, please contact an admin user in your company or submit a ticket to caryhealth to create one for you financial outcomes and clinical outcomes pages are being reworked in the new release, the pages have been limited to a top level insight of financial or clinical performance graphs, heat maps, and data tables will be added in over the next release if you require additional data around financial or clinical outcomes, please submit a ticket and we will take care of your request for your outside of these pages bug fixes minor ui fixes line spacing for patient notes in profiles was adjusted to account for longer text intervention statistics numbers line display have been made uniform release 1 10 0 december 17th, 2024 new features automate this new section in the left hand navigation includes the ability to automate actions after identification automations can be built under a specified goal as either a repeating workflow or a funnel workflows build a workflow that will repeat an action on a set cadence until that gap closes funnels build a funnel that will step through a series of actions if the identified care gap is not closed teams admin users can now create a team of users to collectively work on interventions together every member of a team will be able to view manual interventions assigned to that team with this addition, you will now also notice filters throughout onedash that allow you to filter or assign to a team departments users and rule categories can now be assigned to departments for better organization when multiple departments are utilizing onedash feature enhancements/changes ui re design onedash has been redesigned! the "act" section of onedash is now organized in two sections automate and manual manual replaces what used to be called "interventions" nothing other than the name of this page has changed automate is where you will find your automations, including workflows and funnels (see above) faxing bulk resend is now available for faxes that have failed to send interventions now have a running fax history available for view on failed faxes to view history, click on the resend button under a failed fax in intervention actions reports the reports page has been reorganized into three categories a new category for a custom variable needed to download the report as been added you can now either just download a standard report that does not require additional input, download a report that requires a custom input (like a date), or download a report that requires a custom population to be inputted for the data pull every rule can now show its search parameters tags page details you now have the ability to click into a tag for any tag that has <10,000 individuals and view details on the members in a tag you can track your work on members of a tag through this view manual intervention completion outcome of "fax intervention" has been removed additional action call logging of "failed call busy" and "failed call wrong/disconnect" has been added to the intervention modal bug fixes ability to remove a reminder date on an intervention if no longer needed release 1 9 0 november 7th, 2024 new features release update banner! onedash releases will be announced on login with a link here to see what's new! new user tutorial mode on first login for a new user, there is a brief tutorial mode that will walk users through the functionality of the left hand navigation tools feature enhancements quality outcomes graphs can now be downloaded as an image intervention reminder dates when a reminder date is reached, interventions will flag to the top in a light red highlight bug fixes phone number formatting fixed for manual call log in intervention actions drop down menu select button fixes