N/A | HCSI-3713 | Enhanced the GET v4/patients/{mrn}/policies/{policyId} endpoint to retrieve comprehensive patient insurance policy information for complete coverage and billing details for claims processing. | Employees | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-3714 | Enhanced the POST /v4/patients/{mrn}/policies endpoint to support creation of patient insurance policy records for comprehensive coverage and billing validation. | Patients | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-3715 | Enhanced the DELETE /v4/patients/{mrn}/policies/{policyId} endpoint to support removal of patient insurance policy records for dependency validation and for data integrity. | Patients | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-3716 | Enhanced the PUT /v4/patients/{mrn}/policies/{policyId} endpoint to support comprehensive patient insurance policy updates for maintaining accurate coverage information for billing operations. | Patients | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-4293 | Added a POST /v4/patients/{mrn}/progressnotes
endpoint to create patient progress note records. This endpoint documents patient care encounters with clinical assessments and treatment outcomes for regulatory compliance. | Patients | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-4294 | Added a PATCH /v4/patients/{mrn}/progressnotes/{noteId} endpoint to update patient progress note records. This endpoint modifies clinical documentation while maintaining note history and audit trail for care record accuracy. | Patients | V4 | Staging:
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4/8/2026 |
N/A | HCSI-4295 | Added a POST /v4/patients/progressnotes/search endpoint to search for patient progress notes using flexible filter criteria. This endpoint returns clinical documentation for care review and quality audit workflows. | Patients | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-4307 | Added a GET /v4/patients/{mrn}/diagnoses endpoint to retrieve patient diagnosis records with optional ICD-9 or ICD-10 code filtering. This endpoint returns diagnosis information with clinical coding detail for documentation and billing workflows. | Patients | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-4319 | Added a POST /v4/patients/{mrn}/providers endpoint to create patient-provider relationships in CareTend. This endpoint establishes care team associations with provider role and relationship type for coordinated care delivery. | Patients | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-4344 | Added a POST /v4/patients/{mrn}/notes endpoint to create patient note records in CareTend. This endpoint accepts note type, content, and clinical context, creating timestamped notes with audit trail for comprehensive patient documentation. | Patients | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-4345 | Added a GET v4/patients/{mrn}/notes/{noteId}
endpoint to retrieve specific patient note
records by medical record number and note identifier. This endpoint returns complete note content with author information and clinical context for care documentation review. | Patients | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-4346 | Added a GET
/v4/patients/notes/templates
endpoint to retrieve patient note templates filtered by note type in CareTend. This endpoint returns template definitions that external systems can use to present standardized note entry forms for consistent clinical documentation. | Patients | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-5418 | Added a GET endpoint to retrieve quantity information for a specific lot number at a specific location for a given inventory item in CareTend. This endpoint validates the inventory item exists and has lot tracking enabled, then returns lot-specific quantity data including available quantity, requested quantity, lot expiration date, and current stock levels. On success, the API returns detailed lot quantity information that external systems can use for inventory allocation decisions, FIFO dispensing workflows, and expiration management operations, enabling precise inventory tracking at the lot level for pharmaceutical operations and regulatory compliance. | Inventory | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-5328 | Added a GET /v4/patients/userdefinedfields/definitions endpoint to retrieve user-defined field metadata and container definitions configured for patient records in CareTend. This endpoint returns the complete schema of custom patient attributes including container names, field labels, data types, validation rules, and allowable values configured by healthcare administrators. On success, the API returns user-defined field definitions that external systems can use to build dynamic forms, validate custom patient data before submission, and maintain synchronized custom attribute schemas for program enrollment, social determinants of health tracking, and facility-specific patient attributes without manual CareTend Desktop reference. | Patients | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-5393 | Added a GET /v4/inventory/items/{id}/audittrail endpoint that retrieves the complete audit history for a specific inventory item, including all quantity changes, lot additions, transfers, adjustments, and dispensing transactions. This endpoint accepts an inventory item ID and optional date range parameters, returning a chronological collection of audit records with transaction types, quantities, user information, timestamps, and change reasons. On success, the API returns the full audit trail with sufficient detail for regulatory compliance reviews, inventory discrepancy investigations, and financial reconciliation workflows, allowing external systems to track complete inventory lifecycle history for pharmaceutical accountability and healthcare compliance reporting requirements. | Inventory | V4 | Staging:
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4/8/2026 |
N/A | HCSI-5394 | Enhanced the POST /v4/inventory/lots/search endpoint to support filtering lot records by supplier identifier and expiration date range, allowing external systems to identify inventory lots from specific suppliers that will expire within a specified timeframe for proactive inventory management. This enhancement adds supplier-based filtering criteria to the existing lot search capabilities and validates expiration date range parameters to return lots approaching their expiration dates. On success, the API returns a collection of lot records with expiration dates, quantities, and supplier information, enabling external systems to generate expiration alerts, prioritize FIFO dispensing workflows, and minimize medication waste for pharmacy operations and regulatory compliance. | Inventory | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
WSI-75154 | HCSI-5399 | Resolved a data interoperability issue where the POST /v4/inventory/suppliers/search
endpoint returned supplier information for inventory items but did not include the inventoryItemSupplierId field required by the PATCH and DELETE supplier endpoints, breaking the request/response data chain and making it impossible for external systems to update or remove suppliers that were created outside the API. This occurred because the response model only returned the SupplierId (the supplier entity's ID) and supplier details, but not the InventoryItemSupplier join table's primary key that serves as the route parameter for modification endpoints. Added the inventoryItemSupplierId field to the search response DTO and repository query, enabling external systems to retrieve the identifier and use it for subsequent PATCH and DELETE operations. | Inventory | V4 | Staging:
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4/8/2026 |
N/A | HCSI-5420 | Resolved an issue where the POST /v4/inventory/items/quantity/add endpoint created duplicate aggregate quantity rows when adding inventory to an existing lot at a location, causing GET requests for lot quantities to return incomplete results by selecting only the first duplicate row via FirstOrDefaultAsync, making added quantities appear lost. This occurred because the repository always inserted new InventoryItemLocationQuantity records without checking for existing rows with the same location and lot combination, while the LotInformation table correctly used find-or-create logic. Updated the repository to check for existing aggregate quantity records before inserting, incrementing Quantity and AvailableQuantity fields when found, or creating new records when not found. On success, the API now maintains a single aggregate quantity record per location-lot combination and returns accurate total quantities via GET endpoints, allowing external systems to track inventory levels correctly for procurement and dispensing workflows. | Inventory | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-5421 | Resolved an issue where the POST /v4/inventory/items/quantity/update-on-hand endpoint incorrectly set InventoryQuantityAvailability to 'Pending' (ID=1) instead of 'Available' (ID=2) when creating inventory received records, causing the V3 location quantities search endpoint to permanently display incorrect availability status for inventory added via the V4 API. This occurred because the repository hardcoded the wrong lookup ID with a misleading comment, and because the availability field is immutable once set, the records remained stuck in Pending status with no transition mechanism. Changed the repository to use the correct 'Available' lookup ID, matching the behavior of all other inventory entry points in the CareTend Desktop UI and API. On success, inventory added via the Update On Hand endpoint now appears with the correct 'Available' status in search results, enabling external systems to accurately track usable inventory quantities for clinical operations and supply chain management. | Inventory | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-5422 | Resolved an issue where the POST /v4/inventory/items/quantity/add endpoint matched inventory location quantity records on location and lot only, without including UnitsPerVial in the match key, causing the system to update the same aggregate record when adding inventory with different vial sizes to the same lot. This created a data mismatch where subsequent deduct-by-vials operations failed with the error "Cannot deduct by vials because UnitsPerVial is not set for this inventory item location and lot combination" even after vials were added to the lot. Updated the repository logic to include UnitsPerVial in the inventory location quantity lookup, matching the CareTend Desktop stored procedure behavior that creates separate aggregate records for each vial size. The deduct-by-vials flow now filters for records with UnitsPerVial greater than zero, ensuring the API can successfully deduct vials after adding inventory, allowing external systems to manage pharmaceutical inventory with mixed vial sizes per lot for accurate dispensing workflows. | Inventory | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
N/A | HCSI-5423 | Resolved an issue where the POST /v4/inventory/items/quantity/deduct endpoint arbitrarily selected the first available UnitsPerVial value when multiple vial sizes existed for the same lot number at a location, resulting in incorrect deduction amounts. This occurred because the API did not accept a UnitsPerVial parameter, forcing the system to use FirstOrDefaultAsync() logic that picked whichever inventory record the database returned first rather than the specific vial size the caller intended to deduct. Added an optional UnitsPerVial field to the deduct request model, allowing external systems to specify which vial size to deduct from when multiple sizes exist, and providing clear error messages when the field is required but not provided. On success, the API now deducts the correct quantity from the specified vial size and returns accurate remaining inventory totals, ensuring external systems maintain proper inventory tracking for pharmaceutical dispensing operations. | | V4 | Staging:
4/8/2026 Production:
4/8/2026 |
