HealthArc New Releases - January 2026

1. Live Chat Support in the HealthArc Portal

You can now chat live with the HealthArc Support team directly from the portal, making it faster and easier to get assistance when you need it.

How to access:

· Click the “?” icon located at the bottom-left corner of the HealthArc portal

· Start a live chat in real time

· Conversations will initially be handled by our AI assistant and, when needed, smoothly transferred to our support team

Benefits:

· Faster, real-time support

· Quick issue resolution

· Less disruption to daily workflows

Note:
​We are continuously improving the AI chat experience and expanding supported scenarios. We appreciate your patience during the initial rollout and welcome any feedback you’d like to share.

2. “Unknown” Option for Primary Insurance (Bulk Upload)

We have added an “Unknown” option to the Primary Insurance field in the Enrollment Bulk Upload template.

This allows you to successfully upload patient records even when primary insurance information is unavailable - reducing errors and avoiding enrollment delays.

What is included:

· “Unknown” available as a valid dropdown option

· Bulk uploads process successfully with this selection

· All existing validation rules remain unchanged

· No impact to upload performance

· Use this option whenever primary insurance details are not yet known.

Benefit:

Previously, missing primary insurance information could delay or block bulk uploads. With this update, teams can continue enrollment workflows without interruption, reducing upload errors and saving time.

3. New Note Classifications Added

We have added two new options to the Classification dropdown in Add New Note to improve documentation clarity and clinical workflows:

· Consent Received: for accurately recording patient consent

· Alert Escalation: for documenting and tracking escalated patient alerts

What is included:

· New classifications available when adding a note

· Selected classifications visible in the Notes list and detailed view

· Classifications included in exported patient chart PDFs

· Existing notes remain unchanged

Benefit:

These updates help ensure better compliance, clearer communication, and more complete clinical records.

4. Rolling Alerts, Notifications & Time-Based Filters

The Patient Dashboard now supports rolling alerts, real-time notification popups, and time-based alert filters, making it easier to monitor patients and respond quickly.

What’s new:

· Rolling Alerts Stream: View continuously updating patient alerts directly on the Dashboard, with patient details, alert type, and timestamps.

· Real-Time Notifications: Receive instant pop-up alerts for new patient events, with quick access to the patient’s alert details.

· Time-Based Filters: Filter alerts by Last 30, 60, or 90 days (default: last 30 days).

· Clear Prioritization: Critical alerts are highlighted for faster identification.

· Reliable Performance: Designed to remain fast and responsive, even with high alert volumes.

Benefit: These enhancements support proactive monitoring, faster response times, and improved patient safety.

5. Configurable Assessments in Monthly Patient PDF

Practices can now choose which assessments appear in the patient’s monthly summary PDF, allowing greater control over clinical and patient-facing reports.

What’s new:

· Assessment Selection: Configure which assessments are included in the monthly PDF at the practice level, with support by program (RPM, CCM, PCM, RTM).

· Clean, Dynamic PDFs: Only selected assessments appear; layouts adjust automatically with no blank sections.

· Clear Status Messaging: If an enabled assessment has no submission for the month, the PDF will display “No assessment submitted.”

· No Impact to Data: All assessment data remains securely stored in the platform; this change only controls PDF visibility.

· Practice-Specific Control: Settings apply only to the enabled practice and do not affect other clients.

Benefit: This update helps practices generate cleaner, more relevant monthly reports tailored to compliance and patient-sharing needs.

6. Ecuador (+593) Country Code Added

We have added the Ecuadorian country code (+593) as an option when entering patient contact details in the portal.

Benefit: This update allows practices to accurately store and manage contact information for patients or staff with Ecuadorian phone numbers, ensuring smoother communication and fewer entry issues.

7. Structured Offboarding Reasons with “Other” Option

We have improved how offboarding reasons are captured to support better tracking and reporting.

What’s new:

· Standardized Dropdown: Offboarding reasons are now selected from a predefined list of common options.

· Flexible “Other” Choice: Select “Other” to add a custom reason when needed.

· Improved Reporting: Standard reasons roll up into clear reports, while “Other” entries retain custom details.

· No Data Loss: Existing offboarding records remain unchanged.

Benefit: This update helps clients gain clearer insights into churn drivers and identify opportunities to improve retention.

8. Backend Billing Rules for 2026 CMS Codes (Effective Jan 1)

We have implemented backend billing rules to support the new RPM and RTM CPT codes effective January 1, 2026, aligned with CMS and AMA updates.

What is included:

· Support for shorter monitoring periods (2–15 days) for both RPM and RTM programs

· New 10-minute clinical time thresholds for treatment management billing

· Built-in validation rules to ensure correct code selection and prevent overlapping or non-compliant billing within the same 30-day period

· Interactive communication requirements enforced where applicable (real-time audio/video)

· No impact to historical data: rules apply only to services rendered on or after Jan 1, 2026

Approach followed:

· Rules are applied globally by default starting January 1, 2026

· Existing workflows remain unchanged for prior service periods

· Ongoing monitoring and validation ensure billing accuracy post-deployment

Benefit: This update enables greater flexibility for episodic care, supports new CMS billing pathways, and ensures continued compliance with 2026 regulations.

RPM (Remote Patient Monitoring) – Effective Jan 1, 2026

RTM (Remote Therapeutic Monitoring) – Effective Jan 1, 2026

9. Read-Only Access for Patients with Monitoring Turned Off

When a patient’s Monitoring status is set to “Off”, users can now view all historical patient data in read-only mode.

What is included:

· Full read-only access to past clinical notes and all patient chart tabs (Vitals, Assessments, Care Plans, Patient Details, Time Logs, and related records)

· Editing disabled: no new notes, uploads, enrollments, or data modifications allowed

· Clear visual indicator showing “Monitoring Off – Read-Only Mode”

Benefit: This update allows teams to review historical patient information for clinical reference, audits, and reporting, while preserving data integrity and compliance.

10. Export Completed Assessments as PDFs (Single & Bulk)

You can now export completed assessments in PDF format, with support for multi-select and bulk downloads.

What is included:

· Single Assessment Export: Download individual completed assessments (e.g., PHQ-9, GAD-7, SDOH, Pain, CCM) as PDFs.

· Bulk Export: Select multiple assessments and export them together in one action.

· Complete PDF Content: Includes patient details, assessment name, responses, scores (if applicable), and completion date.

· Secure Access: Export permissions are role-based and available only to authorized staff.

· Optimized Performance: Designed to handle large exports efficiently without impacting system performance.

Benefit: This update makes it easier to share, review, and store assessment data for clinical, compliance, and reporting needs.

11. Desktop Notifications for SMS & In-App Messages (Web Portal)

You can now receive desktop/browser notifications for new SMS and in-app messages in the HealthArc web portal, so you never miss important communications, even when working in other tabs or applications.

What’s included:

· Real-time alerts for incoming SMS and in-app messages while logged into the portal

· PHI-safe notifications with minimal message context (no sensitive patient details shown)

· One-click access: clicking a notification takes you directly to the relevant conversation

· Permission-based delivery: notifications respect user roles, access rights, and browser notification settings

Benefit: This update helps care teams respond faster, stay compliant, and improve patient communication efficiency.

12. Message Delivery & Seen Status for SMS and In-App Messages

The HealthArc portal now shows delivery and read (seen) status for both SMS and in-app messages, giving care teams better visibility into patient communication.

What’s included:

· Delivered status with timestamps for SMS and in-app messages

· Seen status with date and time once a patient opens the message (when supported)

· Clear visual indicators (e.g., Delivered / Seen) in message threads

· Provider alerts for messages not viewed within a defined timeframe or if delivery fails

· Secure message history with stored delivery and read timestamps for audit and compliance

Benefit: This update improves communication transparency, helps ensure critical messages are acknowledged, and supports timely follow-ups.