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Advance Notices
Changes that have been announced but have not yet reached General Availability (GA). Each entry names the change category under Change Management, the table affected, and the GA date. Where a change can be queried ahead of that date, the entry links to its Early Release notes.Behavior change
patient_tag, GA 2026-10-09. Changing a patient’s tag updates the existing row rather than adding a second row with the same id, so each patient tag carries only its current tag_value. Most Hosted Databases see no change in row count; the most affected loses up to 6.4% of rows. uq_patient_tag values change on every row, so incremental loads keyed on it need a full reload.Available now as early_release.patient_tag. Change notesBehavior change
caregaps, caregap_definitions, caregaps_engagement, GA 2026-10-09. Deleted care gaps and definitions are kept and marked is_deleted = true rather than disappearing. Most deleted gaps still read status = 'open', so open-gap counts that do not filter on is_deleted rise by about 55% across Hosted Databases with Care Gaps. caregaps_engagement.hdb_last_sync becomes the row’s refresh time rather than the event time.Available now as early_release.caregaps, early_release.caregap_definitions, and early_release.caregaps_engagement. Change notesGA Releases
GA
The two behavior changes announced on 2026-09-24 reach GA.
med_order: fulfillment_type and fulfillment_state report the successful electronic send when an order has one, then any completed delivery, then the last attempt, so orders sent electronically and later printed, cancelled, or changed no longer read as paper. pharmacy_ncpdpid follows the same fulfillment and is populated on more rows. referral_order: send_to_name falls back to the consultant name captured on the referral order, so directory-based referrals carry the name shown in the chart. No existing value of send_to_name changes.Full release notesGA
Two new columns on
patient. inactive_reason gives the reason a chart went inactive, using the labels shown in the chart, so you can separate patients who moved away from those the practice discharged. patient_status_notes holds the free-text note recorded against a patient’s status, and is often where the specific reason appears when the reason itself is Other or Unknown. It is separate from the chart-level patient.notes. Coverage follows how a practice uses the chart.Full release notesGA
The two changes announced on 2026-08-14 reach GA.
lab_order_tests: uq_lab_order_tests now identifies the pairing of an order and a test and is stable across edits, so the duplicate rows left behind by edited orders are gone, and a test removed from an order is retained and marked with the new is_deleted column. The key values change, so anything storing or joining on them must be repointed, and row counts against the table will shift. user: direct_message_address is now the Direct address Elation has provisioned for the provider rather than one inferred from inbound mail, so far more rows are populated. lab_order_tests also gains lab_order_state, the tracking state of the parent order.Full release notesGA
Six new Elation Billing tables.
elation_billing_user names the billers, administrators, and practice staff who work claims, and makes the user references on the other new tables resolve to a person. claim_queue records which biller sent each claim out to the clearinghouse and when. charge_dx holds the diagnosis codes on each charge line, and payer_address the addresses paper claims are mailed to. claim_note and payment_note are the notes billers leave on claims and on payments, each with the note text, the author, and the timestamp.Full release notesGA
patient_history is now documented: the entries recorded in the History section of a patient’s chart, covering past medical and surgical history, social history, habits, family history, smoking status, and health maintenance notes. The table was already in your Hosted Database; it now has full column descriptions and an article explaining the type column, including how health maintenance notes differ from the health_maintenance table.Full release notesGA
New Elation Billing table:
clearinghouse_message - the individual messages the ClaimMD clearinghouse returns against a claim submission, including validation and scrubbing errors, acknowledgments, and payment detail lines from an ERA. Documented together with its parent table in the Clearinghouse transactions and messages article.Full release notesGA
health_maintenance table added: preventive care item completions with measure name, completion date, clinician note, quality measure code, and result flags. New Elation Billing table: payer - the payers a practice bills, combined with the Claim.MD payer directory, including which transaction types Claim.MD supports for each payer.Full release notesGA
patient_problem_code: use the single is_deleted boolean to filter deleted rows. deletion_time and deleted_by_user_id are deprecated — they remain on the table but are now always null and will be fully removed at a future date. Also fixes duplicate-code and deleted-problem inconsistencies so deletion state matches the Elation application.Full release notesGA
Three Elation Billing tables:
insurance_eligibility_check, patient_insurance_eligibility, clearinghouse_transaction. Also renames patient_guarantor.guarantor to the boolean is_guarantor.Full release notesGA
Six Elation Billing tables:
patient_guarantor, patient_statement_tracking, user_practice, elation_sso_user, payment, financial_transaction.Full release notesGA
Detailed billing status on each bill, plus the rendering, supervising, billing, and referring providers.Full release notes
GA
Five Elation Billing lookup tables (
legal_entity, worklist, worklist_reason, tag_system, tag); claim.legal_entity_id documented as a foreign key.Full release notesGA
Consistent visit-note deletion across
bill, bill_item, bill_item_dx; unified is_deleted flag.Full release notesGA
New
elation_billing schema: era_matched_adjustment, user_role, claim, authorization.Full release notesGA
recurring_event_group and recurring_event_schedule promoted to GA.Full release notesGA
office_messages report_id; med_order prescription lifecycle; Elation Note beta tables.Full release notesGA
physician_license expansion; ethnicity fields overhaul; loinc_code replaces loinc_id.Full release notesGA
Timestamp standardization to
TIMESTAMPNTZ(9); Event Streaming migration.Full release notesGA
medication_rxnorm.is_deleted; appointment in_person_or_virtual and instructions.Full release notesGA
med_order.days_supply; patient full_name, consented, gender_identity update.Full release notesGA
New
physician_license and provider_availability tables; visit_note time columns.Full release notesGA
patient primary_care_provider_id, primary_care_provider_npi, pronouns.Full release notesGA
patient.deceased_date; visit_note_bullet.is_deleted; user.direct_message_address.Full release notesGA
patient_employer.is_deleted.Full release notesGA
referral_order lifecycle columns; misc_orders.is_deleted and resolution_state.Full release notesGA
Audit columns for
patient_tag and document_tag; patient.patient_status.Full release notesGA
appointment.service_location_id; service_location.name.Full release notesBeta Releases
Beta
bill_item_dx schema overhaul; visit_note_bullet.replaced_by_visit_note_bullet_id.Beta
clinical_form_collection.is_deleted; visit_note_bullet audit columns.Beta
is_deleted added to 10 tables; unique key rebuild required.Beta
uq_{tablename} and hdb_last_sync added to all tables.Beta
Views replaced by tables (
report, report_addendum, report_document_tag).