Release Notes

April 2026: Navigate Between Records and Lists Easily

In response to client feedback, we have delivered several improvements:

• User-defined lists (UDLs) retain your current position during a session, ensuring you never lose your place when moving between records and lists. Before, navigating back from a record detail view would reset your list to the first page, forcing you to scroll and click back to where you started. We have changed the code to eliminate this "back-to-start" reset and prevent cross-list interference. Now, each user-defined list on a page maintains its own page number and rows per page settings independently, allowing you to resume your work immediately without repetitive navigation.
• Picklist values display correctly when you create contacts from an organization record. Before, the Contact Type and Salutation lists would appear empty when you opened the Create New Contact window from an organization’s Contacts & Providers subtab. These lists now show all available options whether you create a contact from an organization or from the main Contacts tab.
• Case dependency mappings remain visible in edit mode. Users reported that Corrective Action picklists would sometimes lose their filtered values or reset their selections when the case was switched to edit mode. We updated the display logic so the filtered selections stick no matter what mode the layout is in.
• You can toggle off default value settings in user-defined layouts. Before, the only way an administrator could remove a default value was to select a different default value. Now, if you decide a field shouldn't have a default value anymore, you can just click the selected radio button again to toggle it off.

Resources

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February 2026: Filter and Sort Dashboards in hc1 Insights Builder

To make it easier for report writers to find the dashboards they want to edit or copy, we have added folder-level filtering, sorting, and pagination controls to the Dashboard Explorer tab in hc1 Insights Builder.

The Dashboard Name filter works as a “contains” search, meaning that you don’t have to type out a complete matching value to get results. The Created By User filter is a picklist of all the dashboard creators in the selected folder. You can sort the folder’s dashboard list chronologically by created date or updated date or alphabetically by last updated by user or dashboard name.

Other Improvements

In response to client feedback, we delivered several improvements in February:

• The patient’s date of birth is now displayed in the global search pop-up window. This information helps to ensure that you are accessing the correct patient record.

• You can upload attachments to campaign messages as expected. Users were getting an attachment upload error even though their attachment was within the 10MB size limit. We fixed the loading logic for campaign attachments, and this feature now works as expected.
• The contact record layout now displays default values in user-defined picklists when you open it from the organization record’s standard Contacts & Providers tab. Users reported that when they created a contact from the global contacts list tab, the contact record layout displayed default values in their user-defined picklists as expected. However, when they created a contact from an organization record, these values were not displayed. We changed the organization workflow to follow the same create contact process and display the contact layout with the picklist default values.
• The Sales Rep and Sales Territory fields remain visible on the organization layout when you edit them. Users reported that these fields would disappear from the organization layout when they removed a value or added a new value and clicked Apply. This behavior was happening on layouts where these fields were part of a conditional display and were required. To remedy the problem, we changed the code to reevaluate the conditional logic on the active layout tab when changes are made. The sales rep and sales territory fields are now displayed as expected.
• The Interface filter displays organization and host code information in a single row on custom lists. Before, an organization with multiple host codes on an interface would be listed multiple times, once for each host code. Also, the host codes column would display all the host codes for the organization, not just the ones associated with the interface in the row. We changed the logic for how the interface filter is applied so that an organization is only listed once per interface and the listed host codes must be associated with the interface as well as the organization.

Resources

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December 30, 2025: Download Report Data

In response to client feedback, we have changed how Looker dashboards are configured in your hc1 environment to simplify the process of pulling the data you need for external reporting and analysis. Users who have Scheduler or hc1 Insights Builder permissions on their user profile can now download more than 5,000 rows of data from a tile or drill report:

1. Choose Download Data from the three-dot menu on the upper right corner of a tile or choose Download at the top of a drill-through report. The Download window is displayed.
2. Choose an option from the Format picklist and open the Advanced Data Options.
3. Select As Displayed in the Data Table for Results and Custom for Number of Rows to Include.
4. In the Rows box, enter a number and click Download.

Warning: To prevent performance or data errors such as timeouts or incomplete exports, we recommend limiting the number of rows to less than 15,000 and avoiding the All Results option.

Resources

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December 15, 2025: View Performing Lab on Lab Order Detail

In response to client feedback, this release delivers several improvements:

• The Order Detail page can display the performing lab name in the Result Details section. To add it to your environment’s Order Detail page, open the Administration Settings Customizations menu and choose Lab Order Detail. In the Result Details section, click the Actions button and choose Edit List. From the Select Fields picklist, choose Performing Lab, move the field to where you want it in the list, and click OK.

• Custom order detail reports display properly when you click an order number. Clients who use an embedded Looker report instead of the hc1 native Order Detail page were getting the 401 error message “You are not authenticated to view this page.” We fixed the underlying authentication issue, and now order details display as expected.
• You can exclude specific specialties from reports and data management. We have added a column to the specialty table in the hc1 database to allow for more flexibility regarding specialty information. To exclude a specialty, open the Administration Settings Relationship Management menu and choose Specialty. Check the new Exclude box in the row of the specialty you want to exclude.

• Organization user-defined lists filter operators are clearer. We’ve renamed the organization name filter operator from “Match” and “Does Not Match” to “Contains” and “Does Not Contain” to be consistent with list filters throughout the rest of the platform and distinguish it from the “Equals” and “Not Equals” operators.
• You can import display text values for hyperlink user defined fields through the webservice. Before, the webservice would only accept the link URL and would display that on the record field. Now, you can show hyperlink text that differs from the URL without having to enter this information manually on the record.

Resources

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December 8, 2025: Manage Related Items on Tasks

This release delivers a fix for related items on tasks:

• Tasks with numerous related items no longer halt hc1 performance. Before, some users were reporting network connectivity errors when they were trying to access activities. We identified an issue with a parent task with 57 related items where users were creating child memos to add information about task progress. Our system was retrieving more information than was necessary to evaluate access to all the related items and their various relationships each time a new memo was created or the task was accessed, causing a slowdown. We have made the record information retrieval process more efficient to reduce the system’s workload. However, be aware that activities with dozens of related items or child activities trigger lots of database activity all at once, which can cause slowness in your hc1 environment. For the best performance, we recommend limiting the number of related items on activities.

Resources

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November 12, 2025: Upload Photos to Contacts and Patients

This release delivers improvements to dashboard schedules and the contact and patient profile photo feature.

Dashboard Schedule Improvements

This release improves the Scheduled Delivery Options on dashboards:

• Only users in a user profile with scheduling permissions can see the Scheduled Delivery Options button. Before, users without scheduling permission could see the button if the Scheduled Delivery dashboard display option was checked, but they would get an error message if they tried to create a schedule. Now, administrators can use the same dashboard layout for schedulers and non-schedulers without anyone seeing a button they can’t use.

Note: System administrators must submit a support ticket to hc1support@hc1.com to have scheduling permissions added to a user profile.

• You can send dashboards to people who are not hc1 users. Just type the person’s email address in the Recipients box when you create or edit a schedule. Make sure you turn on the Enable Secure Email to send the dashboard via encrypted email.
• You can send dashboards with multiple columns of tiles in a single-column format. From the Create Schedule window, choose one of the new Format picklist options: PDF–Single Column or PNG-Single Column.

• The Edit, Delete, and Copy Schedule controls are now icons. With this change, these controls look and work the same as the Insights Builder schedule controls.

Other Improvements

This release also delivers this fix:

• You can upload photos to contact, provider, and patient records. Users had reported that this feature was no longer displaying uploaded photos. We fixed the code so that the photos are saved and retrieved as expected. We also made the editing icons darker so that they are easier to see and use. To access this feature, open a contact, provider, or patient record, hover your mouse pointer over the record icon, and click the Upload Image icon.

Resources

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November 4, 2025: Apply the Current User Filter to User-Defined Lists

This release delivers improvements to Insights Builder schedules, user-defined list filters, and hc1 Academy access.

hc1 Insights Builder Improvements

This release makes Insights Builder schedules more convenient:

• You can filter and sort schedules on the Schedule Manager tab. To make it easier for you to find schedules, we have added filters for Dashboard Name, Schedule Name, and Created By User. These filters work as a “contains” search, meaning that you don’t have to type out a complete matching value to get results. You can also sort the schedule list chronologically by created date or updated date or alphabetically by created by user, schedule name, or dashboard name.

• You can send dashboards to people who are not hc1 users. You no longer have to navigate to the dashboard display in your environment to send a dashboard to someone who isn’t in hc1—you can do it all from Insights Builder. Just type the person’s email address in the Recipients box. Make sure you turn on the Enable Secure Email to send the dashboard via encrypted email.

Other Improvements

This release also delivers these fixes:

• The Current User filter works the same way on user-defined lists as it does on custom lists. Before, user-defined list filters had a Current User check box for fields that specified a user, which would add the currently logged-in user as the value for that field. This design did not meet the needs of administrators who wanted to create one user-defined list for all their users that would dynamically filter to whomever was using the list. Now, you can choose Is Current User as an operator for all fields that have users as a value, such as Assigned To, Relationship Manager, Sales Reps, and user-defined lookup relationship fields. When you choose the Is Current User operator, the Value search box no longer appears.

• Users can access hc1 Academy the first time they log into hc1. New users reported that when they clicked the question mark icon, they would see a flash on the screen, and then nothing would happen. We changed the code to ensure that users are added to the hc1 Academy learning management system right away.

Resources

For more information related to this release, check out these links: