Release Notes - February 26, 2026

This week’s release focuses on improving clinician communication workflows, enhancing billing visibility, and refining search and scheduling tools.

Chats & Tasks

Several important updates have been made to the clinician chat experience:

Unread Messages Indicators & Task Red Dot

New menu indicators and counters improve visibility into unread messages and high-priority tasks.

Learn more: clinician-help.sigmamd.com/article/467-menu-indicators-counters-and-priority-dots

Schedule a Chat Resolution

You can now schedule a chat to be resolved at a future date. Ideal to still give the patient some time to reply if needed.

Learn more: clinician-help.sigmamd.com/article/83-how-to-resolve-a-chat

Draft Note on Resolve

When a chat is resolved, a draft clinical note can automatically be created. This ensures the interaction is documented without requiring additional steps.

Mark as Unread

Any chat can now be marked as unread, allowing clinicians to revisit important conversations later without losing track.

Delete Chat

Conversations can now be deleted when empty and no longer needed.

Working Hours — Dedicated Page

The Working Hours section has been moved to a dedicated page with a cleaner layout and improved organization of visit types. This makes configuring availability clearer and easier to manage.

Learn more: clinician-help.sigmamd.com/article/385-how-to-configure-clinician-s-working-hours

Billing Reports Enhancements

This release includes several improvements to financial reporting:

Draft Invoice CSV Export: Draft invoices can now be exported as CSV files for external review or processing.
Monthly Statements: ACH statements have been added to the monthly statements.
Accounting Periods: Each accounting period entry now includes a direct link to view its associated invoices, simplifying reconciliation workflows.

Learn more: clinician-help.sigmamd.com/article/96-understanding-the-reports

Patient & Code Search Improvements

Patient Search: Search is now more flexible and forgiving. Partial name inputs such as “J Smi” will return results like “John Smith.”
ICD-10 & CPT Search: Code lookup has been optimized for faster and more accurate encounter coding.

Scheduling — Recurring Event Update Mode

When editing a recurring event, clinicians can now choose to update:

Only the selected occurrence
This and all following occurrences

This provides greater flexibility when managing long-term schedules.

Employers Access Toggle

Within Team Management, a new control allows practices to show or hide the Employers section for non-admin team members, similar to the existing billing reports visibility control.

Learn more: clinician-help.sigmamd.com/article/284-understanding-roles-and-access-levels

Other Improvements

Fax and referral list page limits increased to 250 to reduce pagination.
Inventory items can now have a wholesale cost of $0.
Team member coverage can be edited by non-admin users.
Telehealth sessions can now start in audio-only mode when no camera is connected.

Can't See the Changes?

If you don’t see the updates right away, try performing a hard reload to refresh the platform properly. For detailed instructions, visit our guide.