Patient Administration 2026.Q1.MR1

The following solution changes are available with this release:

Solution Change	Description and UI Impact	Reference Materials	Validation Guidelines	Implementation and Maintenance Impact
Financial Responsibility (PATIENT-4)	You now can add and manage insurance, complete MSPQs, and allocate insurance for patient visits. UI Impact: Workflow (Implemented) Additional functionality for adding, viewing, and managing patient insurance allows front office staff to effectively manage coverage for patient visits.	Manage Financial Responsibility at the Patient Level Manage Financial Responsibility at the Visit Level	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: Low An external scanner must be connected and installed to scan insurance cards. Maintenance Impact: None
Appointment Actions (PATIENT-5, PATIENT-9)	You now can view additional appointment details, edit appointment details from the Visit List, and use the Book Again option to schedule another appointment after checking out an appointment. Additionally, appointment history information is now recorded in the system. UI Impact: Workflow (Automatic) Schedulers and registrars now have an additional location from which to view details and perform appointment actions. Additionally, administrators can now view HIPAA-compliant audits to understand when and by whom patient information is accessed or edited.	Cancel an Appointment Reschedule an Appointment Schedule an Appointment	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Capture Patient Information (PATIENT-7)	You now can capture additional patient demographic information in the Patient Profile such as address, gender identity, sexual orientation, tribal affiliation, occupation, and employment. You can also scan or upload a patient’s ID and upload a patient’s photo. UI Impact: Workflow (Automatic) Capturing additional patient demographic information can provide greater context and sensitivity when managing patient care. Capturing a patient’s ID and photo can help identify the patient.	Add Patient Edit Patient Information	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Insurance Eligibility (PATIENT-10, PATIENT-13)	You now can submit eligibility checks for health plans, view all relevant details for the submission and response, as well as address any discrepancies found. UI Impact: Workflow (Implemented) By having comprehensive eligibility details, schedulers and registrars can help ensure accurate and efficient health insurance eligibility verification.	Check Eligibility See the Configure Manage Financial Responsibility at the Patient Level section in the Oracle Health Patient Administration Configuration Guide	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: Medium Eligibility configuration for Millennium Platform must be completed before using this functionality. Maintenance Impact: None
Multiple Appointment Scheduling (PATIENT-16)	You now can search by appointment type, select multiple appointments of different appointment types, and schedule all appointments at once. Additionally, you now can add appointment reasons and comments. UI Impact: Workflow (Implemented) Scheduling multiple appointments of different types at once helps to streamline the process for schedulers.	Schedule an Appointment	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: Medium New scheduling configuration in the Administrative Console must be completed before using this functionality. Maintenance Impact: None
Patient Portrait Flexing (PATIENT-17)	You now can edit and view patient information directly from the Patient Portrait. UI Impact: Workflow (Automatic) Schedulers and registrars can select the Patient Portrait to quickly manage and view patient information.	Edit Patient Information	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Portal Enrollment (PATIENT-18)	Patient Portal enrollment invitations can now be sent to an authorized representative (proxy) for patients who are minors. Additionally, the system indicates the patient's enrollment status. UI Impact: Workflow (Automatic) This functionality allows schedulers and registrars to quickly view and manage Patient Portal enrollment status for a patient or proxy.	Edit Patient Information	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Patient Care Team (PATIENT-19)	You can add or update a patient’s care team members. You can also sequence care team members with the same role. UI Impact: Workflow (Automatic) Sequencing care team members with the same role ensures that the correct care team members are contacted.	Update Care Team	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Patient Search (PATIENT-27)	Potential duplicate patients are now displayed when you create a new patient. UI Impact: Workflow (Automatic) Displaying duplicate patients can minimize errors in the system and ensure that patient information is accurate and streamlined.	Add Patient Search for Persons	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Visit List (PATIENT-30)	You now can filter the Visit List by State and Visit type. UI Impact: Workflow (Automatic) Filtering the Visit List allows schedulers and registrars to quickly find the visit they need.	Manage Visits	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Patient Tracker (PATIENT-31)	You now can select View Remaining Tasks from the Check In Summary to view incomplete tasks for a patient appointment. Additionally, the Book Again option now is available in Patient Tracker for checked out appointments. UI Impact: Workflow (Automatic) Schedulers and registrars can select View Remaining Tasks to quickly access and complete outstanding tasks for patient appointments, as well as easily book future appointments for a checked out patient using the Book Again option.	Check In an Appointment Check Out an Appointment	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Visit Management (PATIENT-32)	Outstanding information associated with patient visits are now displayed as Needs Attention tasks. Additionally, you can now edit the appointment reason and add appointment comments for visits. UI Impact: Workflow (Automatic) The Needs Attention panel allows schedulers and registrars to easily address missing visit information.	Manage Visits	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Document Scanning and Patient Forms (PATIENT-37, PATIENT-39)	With Device Connect, you can scan patient documents into the system. Additionally, a Needs Attention task is displayed for incomplete forms, and forms that a patient declined to sign are indicated. Optional Needs Attention tasks are also displayed for a missing insurance card and photo ID. UI Impact: Workflow (Implemented) Document scanning functionality and the Needs Attention panel for incomplete forms and ID cards allow schedulers and registrars to easily manage patient information for appointments.	Edit Patient Information Manage Patient Forms See the Configure Check In section of the Oracle Health Patient Administration Configuration Guide	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: Low An external scanner must be connected and installed to use this functionality. Maintenance Impact: None
Patient Photo Capture (PATIENT-40)	A Needs Attention task now is displayed if a patient is missing a photo. UI Impact: Workflow (Automatic) Missing patient photos now prompt a Needs Attention task so that schedulers and registrars can ensure that patient information is complete and accurate.	Check In an Appointment Edit Patient Information	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Resource Management (PATIENT-248)	You now can configure default preparation and instructions for appointment types. UI Impact: Workflow (Implemented) Default preparations and instructions are easily accessible to schedulers, registrars, and providers to help ensure timely and effective care.	See the Configure Schedule an Appointment section of Oracle Health Patient Administration Configuration Guide	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: Medium Preparations and instructions are added when you configure appointment types in the Administrative Console. Maintenance Impact: None
Prior Authorizations (PATIENT-1510)	Payer approval now is automated for specific services before services are provided. UI Impact: Workflow (Automatic) Automating the process of obtaining payer approvals helps minimize care delays and reduce claim denials.	Manage Prior Authorizations	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Telemetry and Observability (PATIENT-1522)	You now can capture foundational metrics such as process durations, success or failure rates, and user actions for key patient workflows. Dashboards are available for customers to assess and optimize operational efficiency. UI Impact: Visual Only	Lights On Network Metrics Help	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None
Patient Bill Estimates for Out-of-Pocket Costs (PATIENT-3826)	Estimates for a patient's out-of-pocket costs now can be generated automatically. UI Impact: Workflow (Automatic) Generating estimates for a patient’s out-of-pocket costs can ensure that payments are accurate and efficient.	Review Patient Bill Estimates	Verify that you can successfully complete the workflows in the Reference Materials.	Implementation Impact: None Maintenance Impact: None