What's New in Patient CRM 26R2.3

This topic provides information about the Patient CRM 26R2.3 release, including important dates and release announcements.

All dates listed are subject to change.

Release Dates

• October 1, 2026 – Release Notes available
• October 8, 2026 – Sandbox Release
• October 15, 2026 – Production Release

New Fields and New Objects are also included.

Patient CRM

Patient CRM provides a clearer, more centralized view of care coordination. The new All Active Patient Journeys grid in the Case Inbox allows users to view every accessible journey in one place, with current status, in-progress phases, and last-updated dates visible at a glance. This addition offers significant value for care teams, providing a single, real-time view of where every patient stands across the full caseload.

Managing All Active Patient Journeys - Available on Browser

Patient CRM users can view active Patient Journeys across all owners in a single grid within the Case Inbox. The All Active Patient Journeys view surfaces the current status, in-progress phases, and last-updated date for every accessible journey.

User Visible and Behavior Changes (UVCs)

Most new functionality requires some configuration, however users are able to use the following functionality immediately. Select the thumbnail to view a larger image.

Platform	Description	Before	After
Browser	The My Cases interface is updated to display additional case and patient information.
Browser	The Case sub-tabs’ order is updated.
Browser	Opening to a canceled Case now navigates users to the Email tab. If an email is not associated to the case, users navigate to the Notes tab.	n/a	n/a
Browser	The Messaging case sub-tab is renamed to Email.
Browser	The outbound fax limit has increased from 3 to 50 pages.	n/a	n/a
Browser	In the Case Inbox, the All Active Patient Journey view is available via the My Views drop-down.