What’s New and Improved
CareStack now supports NHS Complex Care Pathways (CCP) from 20 July 2026, enabling practices to manage patients with long-term treatment needs through built-in workflows for treatment planning, pathway enrollment, ongoing management, and claim submission.
Mark and track Short Notice Cancellations separately and set your own threshold for what counts as ‘short notice’.
Onboard patients faster by building forms using System Components in Office Wizard to directly auto-populate your patient and practice details in CareStack.
Patients with Duplicate Profiles can now easily access the Patient Portal on their own, selecting the correct record or verifying contact details. Fewer support calls for you, a smoother login for them.
Treatments in the Clinical Chart now display the Date based on treatment status.
10.39 comes with even more improvements; read on to explore everything that's new!
1. Complex Care Pathways
| Note: Complex Care Pathway (CCP) claims will be accepted by NHS from 23 June 2026, please refrain from submitting CCP claims until that date. |
a. CareStack now supports NHS Complex Care Pathways (CCP), enabling practices to create, manage, and submit CCP treatment plans.
- A new Mark as Complex Care Pathway option is available from the NHS gear menu.
- Clinicians can choose Pathway 1, Pathway 2 or Pathway 3 as required.
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When a Pathway is selected, the following is shown for Clinician confirmation:
- Entry Criteria
- Number of required submissions
- Total NHS payment for the pathway
- Payment per submission
- Patient payable amount
Note: At this stage, the NHS does not perform clinical eligibility validation for pathway entry. The clinician is responsible for determining the appropriate pathway based on the patient's condition and clinical assessment. Once NHS starts pathway entry validation, changes would be made to the CCP workflow in a future release to support such validations. |
Upon confirmation, the treatment plan is marked as a Complex Care Pathway with a light purple banner showing the pathway start date and patient charge.
CCP fees are not editable, Patient payable amounts are controlled at the treatment plan level. Unless private treatment codes are added, the patient payable amount remains fixed.
Click the View Declarations button to open the Complex Care Pathway claim popup. This popup comprises all the claims pertaining to that CCP. Once the sign up claim is accepted by the NHS, the clinician can submit the succeeding ‘Interim’ claims after reviewing the applicable declarations.
| Note: Clinicians can submit interim claim stages as long as the patient is on a Complex Care Pathway even though there is no active treatment carried out during the month. Additional details are listed in this article. |
Claims modal will direct the user to the upcoming Interims. NHS recommends that each of these claims be sent no earlier than the beginning of the subsequent month.
Use Suspend to pause the treatment temporarily and Mark as Incomplete for a permanent closure.
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Depending on whether the pathway is suspended or not and when the completion claim is submitted, the total duration of a CCP shall not exceed the below:
- Pathway 1: 9-12 months
- Pathway 2: 15-18 months
- Pathway 3: 9-12 months
CCP treatment plans can be printed and previewed with a dedicated banner, clearly identifying the plan and displaying accurate patient payable, clinician, and NHS treatment details.
To learn more about working with Complex Care Pathways in CareStack, click here.
b. Enhanced the Treatment Plan Board for Complex Care Pathway (CCP) and Unscheduled Care (UC) treatment plans.
- An additional banner is now displayed in the treatment plan panel, showing the patient-payable amount associated with the CCP or UC plan.
- This amount is also included in the Total Fee and Patient Payable displayed within the treatment plan.
c. The Claims grid inside NHS Centre now has a new Complex Care Pathways tab to show all the CCP related claims that are sent out from a practice.
d. A new filter Treatment Plan Type can be used to filter Complex Care Pathway and Unscheduled Care plans in the NHS Centre.
2. Track Short Notice Cancellations
a. Now mark Short Notice Cancellations (SNC) separately from regular cancellations using a new option available when canceling appointments.
b. Configure your Short Notice Threshold timeframe in General Settings > No Show & Cancellations.
c. Short notice cancellations are displayed across the system, including Cancellation Modal, Patient Appointment lists, No-Show/Cancelled Appointment Lists, Cancelled Appointment Tiles, and Legends using the SNC indicator.
3. Build Forms in Office Wizard with System Components
a. Office Wizard now includes System Components, predefined form fields make it easier to create forms with common sections like demographics and contact details, communication preferences, referral information, and emergency contacts.
Easily add or remove fields, mark as mandatory, or rename them as needed.
Forms can be shared with patients through the Patient Portal. Existing patient data is automatically pre-filled so patients can quickly review and update their information.
Any changes are saved directly to the patient’s profile the moment the form is signed, making it easy for them to manage their details during onboarding or routine updates.
Available across Patient Portal, Kiosk, Office Mode, and PMS, System Components help practices collect accurate patient information while simplifying onboarding and reducing administrative workload.
1. Streamlined Patient Portal Access for Patients with Duplicate Records
a. Patients with duplicate profiles can now easily access the Patient Portal, ensuring a smooth experience with minimal assistance from the practice.
b. After providing their first name, last name and date of birth, patients have the following options:
- If contact information is identical across profiles: After signing in, choose the correct profile by reviewing details like patient ID, default location, outstanding dues, or appointment history.
- If profiles contain different contact information: Enter their registered contact details to get a verification code to sign in.
2. Block Slots Up to a Year
- Slots can now be blocked for up to a year, previously limited to three months.
3. Enhanced Current Medication Across Platforms
a. The Current Medication section in Medical History Forms across Patient Portal, Kiosk, Connect and PMS has been enhanced.
Patients are now prompted to confirm if they are not taking any medications, helping prevent accidental omissions.
Clinicians can now easily identify when a patient is not taking any medications.
The Start Date and End Date fields are now marked as optional, with additional guidance clarifying that they can be left blank if the patient does not know the end date.
4. Highlight Critical Questionnaire Responses in Medical History Forms
a. Practices can now configure medical history forms to automatically highlight clinically significant questionnaire responses, helping clinicians quickly identify important patient information during review.
Configure key responses in Single Choice, Multiple Choice, and Dropdown questions.
Highlighted responses and any associated notes are displayed across Medical History Forms, Clinical Summary, and Care Notes.
5. Enhanced Direct Messaging Experience Across CareStack
a. We have now standardised the Direct Message modal used in + Message, Patient Inbox, and Communication Hub.
A rich text editor to compose messages in full-screen mode for a more comfortable editing experience.
Easily search, sort, and access templates directly from the messaging modal for faster access.
The Manage Templates redirects you straight to Practice Settings.
Appointment and Clinician details can now be added when using templates with related quick links.
6. View Last Review Request Date
When sending a manual review request via email or text, you can now see the date of the last sent review request, helping your team manage follow-ups effectively and prevent sending review requests frequently to the same patient.
1. NHS Regulation 11 Charges with Patient Exemptions
Regulation 11 charges will now be applied for all exemption types except Prisoner.
2. Treatment Date is Now Set Based on their Status
a. Treatments in the Plan and Quick Chart now display the appropriate date based on the treatment status:
- Proposed codes display the Proposed Date.
- Service Completed/Charged-out codes display the Date of Service.
- Completed codes that are reverted to proposed status displays originally proposed date in the Plan and the Quick Chart.
Check out the latest updates and share your feedback. We can’t wait to hear what you think!