Release Notes

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

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October 14, 2025: Access hc1 Academy

This release delivers this fix:

• hc1 Academy opens in a new window when you click the ? icon in your hc1 environment. Some users reported that when they clicked the ? icon, they would see a flash on the screen, and then nothing would happen. We made several code changes to improve the connection between the hc1 platform and hc1 Academy’s learning management system. Now, you can easily access all the step-by-step instructions and videos to help you use hc1 successfully.

Resources

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October 7, 2025: Manage Dashboard Schedules in hc1 Insights Builder

This release improves the usability of hc1 Insights Builder schedules:

• You can send schedules from the Schedule Manager by clicking the new Send Now button. We have also streamlined the Schedule Manager design by replacing the Edit/View, Delete, and Copy buttons with icons.

• Required fields are clearly marked when you edit or create dashboard schedules. The text “Required Field” is displayed under fields that must be filled out. If you try to create or save the schedule without filling them out, the fields will be highlighted in red.

Resources

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October 1, 2025: Email Dashboards Securely

To help you safeguard your organization’s information when you need to share dashboard data outside of the hc1 platform, we have added the option to send dashboards via encrypted email. This Secure Email option is available from the dashboard tab and from hc1 Insights Builder as part of a dashboard schedule.

Use the Scheduled Delivery Options Menu

The new Scheduled Delivery Options menu is available on every dashboard tab next to the Saved Filter Options menu. Users who are in a user profile with hc1 Insights Builder or dashboard scheduling access can use these options to add new dashboard schedules or work with schedules they have created.

To use the Create New Schedule option to send a dashboard securely:

1. Navigate to the dashboard you want to send.
2. Click Scheduled Delivery Options and choose Create New Schedule. The Create Schedule box opens.
3. Click in the Schedule Name box and type the name for this schedule. This name will be the subject line for the dashboard schedule email message.
4. Tab to or click in the Custom Message box and type what you would like to be in the body of the dashboard email.
5. Click in the Select Recipients box and start typing the name of an hc1 user you want to send the dashboard email to in the Search box and choose the name when it appears in the results. You can add multiple users.
6. From the Format picklist, choose PDF, CSV, or PNG. This will be the format for the dashboard email attachment.
7. To send an encrypted email, switch the Enable Secure Email toggle to ON.
8. From the Recurrence picklist, choose how often you want the dashboard to be sent. Your choices are Daily, Weekly, Monthly, By Minute, or By Hour. Once you make this choice, the day/date, time, and delivery time zone picklists appear. Choose the options you want.
9. To review the dashboard schedule, click Send Now. A Success message appears to tell you to check your email. Click the X to close the message.
10. Once the dashboard schedule is configured how you want, click Create. The Create Schedule box closes, and a message appears saying that your schedule was created successfully. Click the X to close the message.

Note: Users who don’t have hc1 Insights Builder or scheduling permissions will get an error message if they try to create or send a schedule. To avoid this situation, system administrators can hide the Scheduled Delivery Options menu on a dashboard by changing the display options on the user-defined layouts and custom tabs where the dashboard is displayed. From Administration Settings, open the layout or tab, click the Settings gear for the HI report component that shows the dashboard, click the Looker Reports tab, uncheck the Schedule Delivery check box, and click Apply. Click Publish or Save to complete the change.

To see a list of the different schedules you have created for a dashboard, open the Scheduled Delivery Options menu and choose Manage Schedule. This opens the My Schedules window. From here, you can view, edit, copy, and delete your schedules. A green envelope icon marks the schedules that have secure email enabled.

Warning: The My Schedules box will also show existing schedules you have created with Looker’s Schedule Delivery feature from the three-dot menu on the dashboard itself. Because the new hc1 Scheduled Delivery Options feature works differently than the existing option, you will lose the recipient and filter settings if you edit your existing Looker schedules from the My Schedules window. Instead, edit these schedules from the three-dot menu.

Send a Secure Email from hc1 Insights Builder

We have added the Enable Secure Email toggle to the Schedule Dashboard window and upgraded its appearance so that it is easier to use. The Send Now button replaces the “Run Once” Recurrence picklist option. Otherwise, scheduling in Insights Builder works the same way as before.

To access the Schedule Dashboard window, open Insights Builder from the app switcher in the top right corner of the hc1 homepage, use the sidebar to navigate to the dashboard you want to add a schedule to, and click New Schedule for that dashboard.

To monitor all schedules in your hc1 environment, open the Schedule Manager tab in hc1 Insights Builder. Secure schedules are marked with the green envelope icon as they are in the Manage Schedules window in Scheduled Delivery Options on the dashboard tab.

Receive a Secure Email from hc1

When recipients get the scheduled secure email you set up from hc1, the subject line will have a [SECURE] tag and will show that the noreply sender is using Virtru, which is the service hc1 uses to encrypt and decrypt the email. Recipients can click the secured attachment and choose to download or view it. If they want to view it, they will have to verify their email through Virtru.

Resources

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September 10, 2025: View Campaign Type and Specialty Administration Settings

In response to customer feedback, this release delivers this fix:

• Campaign Type and Specialty Administration Settings display properly. Before, clients reported choosing Specialty on the Relationship Management menu and seeing Campaign Type settings and seeing Specialty settings when they chose Campaign Type. This switcheroo occurred when we rearranged Administration Settings views to add Specimen Type in a previous release. We have now put Campaign Type and Specialty back in their correct order.

Resources

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September 5, 2025: Edit Specimen Types

System administrators can now view and make changes to available specimen types directly without having to ask hc1 to make changes for them. To access this new option, open the Administration Settings Clinical menu, and choose Specimen Types. From this page, you can filter specimen types by name, description, or host code. You also can add a new specimen type or edit or delete an existing one.

Resources

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