PROVIDER PORTAL

What's new

Feature releases, improvements, and updates to the Provider Portal

Simplified patient approval letter

New feature

A new one-page, plain-language patient letter can be printed from the Auth Details side panel. It tells the patient who to see, where, by when, and what to bring — without the clinical notes, ICD, or CPT lines on the provider sheet.

Invalid code alerts (CPT / ICD-10 / HCPCS)

New feature

Invalid codes are now flagged in red when selected, and the auth is blocked at approve/submit if a provider continues with one.

Patient Priority worklist (Review Center)

New feature

The Patient Priority worklist is now part of Review Center. Internal use only: visible to Quality & Risk users who have been specifically enabled, and not available to any external users.

Quality gap review questionnaire (Review Center)

New feature

A quality gap review questionnaire is now available directly from the member workbench, so reviewers can capture responses inline. Internal use only: visible to Quality & Risk users who have been specifically enabled, and not available to any external users.

Self-serve training catalogue

New feature

Portal users will be able to browse and self-enroll in optional courses in addition to assigned training. In development: gated behind a feature flag and not visible to users until broader rollout is ready.

Training assignment & completion tracking

New feature

Super Admins will be able to assign courses to users, roles, or organizations, mark them required, set due dates, and see completions. In development: gated behind a feature flag and not visible to users until broader rollout is ready.

My Training page

New feature

Portal users will get a My Training page showing assigned courses with status, required badge, due date, and progress. In development: gated behind a feature flag and not visible to users until broader rollout is ready.

IPA Advise now a permanent alert band

UI update

On Create Authorization, the “Need help choosing a provider?” (IPA Advise) option now shows as a single permanent alert band so providers don’t miss it.

Revamped Administrator People page

UI update

The People page now uses a full-width table with a unified user record, inline invite, and assigned TINs on each record. Existing TINs populate correctly on Edit Member.

New Administrator tab and landing page

UI update

Pressing Administrator now opens a single Administrator tab alongside your work, landing on a service-tile page — the shell the per-page redesigns build on.

Vendor name shown and searchable on provider list

Improvement

The provider’s vendor name now appears next to the provider name in the Create Auth selection list and is searchable, making the right provider/vendor pair easier to find.

Auth History sorted newest first

Improvement

Auth History now orders authorizations by date descending, matching the primary view even when the fallback endpoint is used.

More resilient auth workflows under load

Improvement

Stability improvements to auth master updates, note filtering, and attachment save make auth workflows more resilient under load.

Easier Health Plan Code selection

Improvement

The Health Plan Code field on Edit User now supports bulk select, search, and keyboard navigation across the ~225 codes, instead of one checkbox at a time.

Delete or deactivate bulletins

Improvement

Bulletin banners can now be deleted or deactivated from the admin surface, so outdated messages don’t linger.

Clearer “Never Signed In” display

Improvement

Users who never signed in now show “Never Signed In” (including in exports) instead of a misleading placeholder, and the status refreshes after first sign-in.

Better Bulk Invite experience

Improvement

Bulk Invite now has Select All / Deselect All on the IPA list, hides inactive records, and returns clearer errors when a batch fails.

Training due dates and first-login prompt

Improvement

Assigned courses can carry due dates, be linked to directly, and prompt the user on first login (persisted server-side). In development: gated behind a feature flag and not visible to users until broader rollout is ready.

Tour Builder — Phase 4

Improvement

Adds guided practice gates, step setup actions and wait conditions, file attachments, publish validation, and a built-in tour of Tour Builder itself. In development: gated behind a feature flag and not visible to users until broader rollout is ready.

Member 360 panel stability

Improvement

The Member 360 panel now stays open when switching members, resolves the correct companyId, and no longer shows stale search results between navigations.

Create Authorization restricted by member type and role

Improvement

The Create Authorization button on Member 360 is now hidden for restricted member types and roles.

Incomplete members sorted to the top (Quality Gap)

Improvement

The Quality Gap outreach list now defaults to showing Incomplete members first — the records that still need action.

Full HEDIS measure names in the Gap Report

Improvement

The HEDIS Gap Report now shows full measure names instead of abbreviations, so it’s readable without translating the shorthand.

Commercial members now appear on the AV Chase List

Improvement

The AV Chase List filter now includes the APE, WCV, W30A, and W30B submeasures, so Commercial Health Plan members surface alongside Medicare AWV members.

“No Longer with Organization” option (CA attestation)

Improvement

Offices can now flag a provider who no longer practices there, so terminated providers are closed out cleanly instead of being attested for. California only.

Inline per-section update requests (CA attestation)

Improvement

The demographic attestation now uses per-section “updates are needed” checkboxes, an inline W-9 upload under the Tax ID checkbox, conditional DEA/CAQH locking, and removes the Gender + Confirmation block. California only.

Priority providers pinned and searchable (Eligibility)

Improvement

When adding a new patient, priority providers (like AP Urgent Care) are now pinned to the top of the Provider dropdown, which also supports search.

Facilities refresh nightly

Improvement

A nightly job now refreshes facility data across all IPA databases, so newly added facilities appear in Create Authorization without a manual refresh.

Prior Auth — Modify enforces validation

Fix

Modify Authorization now enforces the same validation rules as Provider Portal, instead of being available for all auths.

Prior Auth — Detail page stays open

Fix

View By Status no longer redirects to the Member Authorization List after selecting a row.

Prior Auth — Create Auth button opens Create Auth

Fix

The Create Auth button now opens the Create Auth screen instead of the Overview page.

Prior Auth — Select IPA dropdown populates

Fix

The IPA list now displays in the Select IPA dropdown on Authorization Submission Rules.

Prior Auth — Submission Rules tab loads

Fix

The Auth Submission Rules tab now loads without errors.

Prior Auth — APC sub-IPA switching works

Fix

Switching between APC and its sub-IPAs now works, fixing the related auth-creation failures.

Create Claim — Provider Selection renders correctly

Fix

Fixed the distorted Provider Selection popup when creating a claim.

Create Claim — “No” shows an active state

Fix

Selecting “No” on questionnaire questions now shows a clear active selection.

Create Claim — diagnosis description displays

Fix

The diagnosis description now shows alongside the selected code.

Create Claim — CPT and Place of Service descriptions

Fix

Full descriptions now display for CPT codes and Place of Service.

Create Claim — file upload opens cleanly

Fix

The file upload dialog now opens from Attachments without crashing the page.

Create Claim — real submission errors surface

Fix

Submission validation now shows the actual blocking errors instead of silently failing with all steps marked complete.

Create Claim — Claim Reference Number displays

Fix

The Claim Reference Number now shows on the Claim Submission screen after creation.

Create Claim — ZIP included so claims aren’t rejected

Fix

The member address ZIP is now included, so claims are no longer rejected on that check.

Administrator — correct header label

Fix

The header now reads “Administrator” instead of “Overview.”

Administrator — consistent member status

Fix

Search results and the details view now show the same member status.

Administrator — correct IPA Group Admin

Fix

Member Details now shows the correct IPA Group Admin.

Administrator — accurate Account Access toggle

Fix

The Account Access toggle now shows the right status and no longer duplicates success messages.

Administrator — invitation close icon aligned

Fix

The close (X) icon on the invitation input box now aligns correctly.

Administrator — Rows per Page on Invitations

Fix

Rows per Page is now available on Invitations-tab pagination.

Administrator — exports show “Never Signed In”

Fix

Exported Member records now show “Never Signed In” instead of a blank Last Login for users who never signed in.

Administrator — member status filter counts

Fix

Status filter counts now update correctly when switching between filters.

Administrator — invitation filter counts refresh

Fix

Invitation status filter counts now refresh after a search.

Administrator — provider changes save on Edit User

Fix

SubmitUserEdit now saves provider changes on Edit User.

Administrator — Vendor Portal Users loads

Fix

The Vendor Portal Users list now loads from the Administrator tab without a 400 error.

Administrator — vendor portal user creation works

Fix

Creating a vendor portal user now succeeds instead of failing with a 500 error.

Administrator — Registration Section loads

Fix

The Registration Section now loads in the Admin tab.

Administrator — “Add Selected” adds a provider

Fix

Adding a provider via “Add Selected” during a User Edit now completes.

Administrator — nav tray fits narrow widths

Fix

The Administrator navigation tray now adapts to viewport width without overflowing the header.

Member360 — Eligibility loads reliably

Fix

Fixed the eligibility endpoint failing with a service error so eligibility now loads.

Member360 — Medications loads quickly

Fix

The Medications tab now loads within an acceptable time.

Member360 — Request Date filter applies

Fix

The Request Date datepicker on the Auths filter now applies to search results.

Member360 — opens from Quality Gaps

Fix

Member 360 now opens correctly from Quality Gaps instead of showing “Patient Not Found.”

Member360 — ACO members from Chase List load

Fix

ACO members opened from the Chase List now load correctly.

Member360 — loads regardless of referring provider

Fix

Member 360 now loads on the AV Chase List regardless of the referring provider.

Member360 — loads for members with empty search responses

Fix

Member search now returns results for the affected Chase List members so Member 360 opens.

Quality Gaps — cleaner glycemic display

Fix

The Member 360 Quality Gaps card no longer shows a competing “Glycemic Status >9.0%” measure alongside the standard glycemic measure.

Quality & Risk — ACO Line of Business restored

Fix

The ACO Line of Business option is available again in the Quality & Risk tab.

AP Urgent Care — all locations restored

Fix

Users assigned to AP Urgent Care again see all three locations (Monterey Park, Arcadia, City of Industry) in the location dropdown.

Feature-gated pages no longer flash

Fix

Routes controlled by a feature flag no longer briefly appear and then disappear before the flag resolves.

Notifications — no repeat 404s

Fix

The unread-count check no longer generates continuous 404 errors on every page.

Tour Builder — adding steps doesn’t corrupt it

Fix

Adding a new step while editing a saved tour no longer corrupts the builder. In development: gated behind a feature flag and not visible to users until broader rollout is ready.

Tour Builder — template preview works

Fix

Template Preview now shows the selected template instead of redirecting to Overview. In development: gated behind a feature flag and not visible to users until broader rollout is ready.

Training — Start launches the course

Fix

Clicking Start now launches assigned training. In development: gated behind a feature flag and not visible to users until broader rollout is ready.

Quality & Risk — consistent Health Plan

Fix

Health Plan is now consistent across the AV Chase List and PAF Submission pages.

Redesigned Demographic Attestation (California)

New feature

Multi-IPA California providers can now complete a single demographic attestation instead of one form per IPA. Rebuilt with office-level fields, a sticky section-navigation panel, office link/unlink, a W-9 upload that appears only when needed, and a refreshed design. California only; hidden until launch communications go out.

Eye-exam CPT frequency checks (APC, GOM, AVISTA)

New feature

Ophthalmology authorizations now flag CPT codes that fall outside their frequency rule for providers under the referring provider's TIN; providers under a different TIN can enter them without an alert.

UC Whiteboard usage report

New feature

A new report shows every UC Whiteboard location in your IPA and the daily walk-in volume per location, so Super Admins can see whiteboard usage across the IPA.

Review Center completed (pilot)

New feature

This release wraps up the latest round of UAT feedback for Review Center. Pilot release for selected internal Quality & Risk users only. Still gated behind a feature flag and not visible to any external users or to internal users outside the pilot group.

IPA Advise is now a clear button

UI update

On Create Authorization, the “Need help choosing a provider?” option is now a button instead of a plain text link, so it's easier to notice.

Urgent-request prompt with CMS definition

Improvement

Selecting Urgent on a referral now shows a required prompt with the CMS definition of an urgent request, to encourage correct use. Urgent selections are also written back to EZCap.

Tighter ophthalmology CPT options

Improvement

For ophthalmology office visits, CPT options are limited to 92012/92014 (Office Visit) and 92004 (Specialty Consult); older codes no longer carry through when duplicating an auth.

Ordered ophthalmology/retina refer-to lists

Improvement

Ophthalmology and Retina refer-to dropdowns for APC, GOM, and AVISTA now follow a set, approved order, with other providers in the normal sequence.

In-app ophthalmology process reminder

Improvement

A short reminder now appears at the CPT-selection step during auth creation for APC, AVISTA, and GOM, linking to the ophthalmology submission process in the Resources tab.

Astrana Affiliates listed first (Alpha IPA)

Improvement

On the Alpha IPA referral dropdown, two Astrana Affiliate providers now appear at the top of their specialty, with others following in normal order.

THMG cardiology CAP logic

Improvement

For CFC members aged 18+ referred to Cardiovascular Disease or Cardiology, the system now checks whether the member's PCP is on the THMG capitated PCP list.

Bulk Portal Invite highlights invalid TINs

Improvement

Invalid TINs during Bulk Portal Invite are now highlighted in red so they're easy to spot and fix before sending.

CCPP providers now sync to the portal

Fix

Specific CCPP providers previously excluded from sync now flow through to the Provider Portal from EZCap.

Create Auth — Retro/Urgent guidance matches rules

Fix

Retro Request date validation and Urgent Request guidance now match current business rules.

Create Auth — IPA Advise selection can be undone

Fix

Selecting “Need help choosing a provider?” can now be reversed cleanly.

Create Auth — IPA Advise switch prompt fixed

Fix

The “Switch the servicing provider to IPA Advise” prompt now behaves correctly on initial authorizations.

Create Auth — print preview and PDF fixed

Fix

Print preview is responsive again and the generated PDF is complete.

Create Auth — correct post-submission navigation

Fix

After submitting an authorization, users now land in the correct place.

Create Auth — self-referral enabled for eligible providers

Fix

Self-referral is now enabled for providers who are eligible for it.

Create Auth — Distance column populates

Fix

Distance now displays per provider in the Select Servicing Provider dialog.

Create Auth — CCS condition prompt appears

Fix

The California Children's Services (CCS) condition prompt now displays when required.

Create Auth — add more than five ICD codes

Fix

You can now add more than five ICD diagnosis codes without an error.

Create Auth — clear message on duplicate template name

Fix

Saving a template with an existing name now shows a clear validation message instead of an error.

Create Auth — unsaved-changes warning

Fix

Users now see an unsaved-changes warning before navigating away.

Create Auth — invalid Place of Service option removed

Fix

The invalid “? - UNKNOWN” option no longer appears in the Place of Service dropdown.

Create Auth — no unexpected scrolling (steps 6/7)

Fix

Clicking Step 6 or Step 7 in the step tracker no longer scrolls the page incorrectly.

Create Auth — tab switching keeps Submission open

Fix

Switching browser tabs no longer closes the Submission screen.

Create Auth — Submission shows full details

Fix

The Submission screen now shows the full patient, provider, and auth information.

Create Auth — Confirmation shows attachments

Fix

Attachments now display correctly on the Confirmation screen.

Create Auth — Total OB submits correctly

Fix

Total OB authorizations now submit without the carve-out validation error.

Create Auth — reselecting a template keeps diagnoses

Fix

Reselecting the same template no longer clears diagnosis codes.

Create Auth — template fills first steps after provider

Fix

Applying a template after selecting a provider now populates the first two steps.

Create Auth — clinical documents can be removed

Fix

Uploaded clinical documents can now be removed during Create Authorization.

Create Auth — Self-Referral tooltip stays on screen

Fix

The Self-Referral tooltip no longer overflows off the page and hides its text.

Create Auth — attachments are clickable

Fix

Attachments now open when clicked on the Authorization Submission page.

Create Auth — facilities load on second Total OB Care auth

Fix

Facilities now load on subsequent Total OB Care authorizations.

Create Auth — no false validation error

Fix

Submit Authorization no longer shows “Please fix the highlighted errors” when the form is valid.

Member360 — Risk pill renders in full

Fix

The Risk pill is no longer cut off in the header.

Member360 — provider names display cleanly

Fix

Provider names no longer overlap in the Auths-tab provider dropdown.

Member360 — facilities load (Standalone)

Fix

Facilities now load during authorization creation from Member 360 Standalone.

Member360 — Auths list renders correctly

Fix

The Auths list now shows the actual request details instead of “N/A Requested” and is properly aligned.

Member360 — Print PAF uses current version

Fix

Print PAF now uses the current print service.

Member360 — Auths tab filters return results

Fix

The Auths-tab filters now return the expected results instead of “No matches.”

Member360 — Standalone loads after refresh

Fix

Member 360 Standalone now loads the patient correctly after a refresh.

Member360 — auth details open in AstraConnect

Fix

Auth details now open in AstraConnect regardless of which account is signed in.

Member360 — Duplicate Authorization opens source data

Fix

Duplicate Authorization now opens the source auth data instead of an empty page.

Member360 — Modify Authorization works (AstraConnect)

Fix

Modify Authorization now works from Member 360 AstraConnect on the Auth tab.

Review Center — IPA populates on new reviews

Fix

IPA now populates on newly created reviews (pilot; internal Quality & Risk only).

Demographic Attestation — consistent header labels

Fix

Header labels now stay consistent as offices are added.

Demographic Attestation — reset updates review status

Fix

Resetting an attestation now updates the review status correctly.

AWV Chase List loads patient data reliably

Fix

Fixed the AWV Chase List failing to load patient data on certain searches.

Provider Lookup uses the member’s IPA

Fix

Authorization Provider Lookup now uses the selected member's IPA providers, not the signed-in user's.

IPA Affiliations shows for single-IPA providers

Fix

The IPA Affiliations section now displays for providers with a single IPA affiliation too.

ICD codes show after ophthalmology template

Fix

ICD codes now display when an Ophthalmology Office Visit template is applied, and the Diagnosis step reflects the correct state.

Eligibility status is consistent everywhere

Fix

The Member Report, Member360, and exported PDFs now show the same eligibility status for a member.

Review Center (pilot)

New feature

The first version of Review Center is live: set up reviews, work through the member queue, and record HCC and Quality items per member. This pilot is for Quality and Risk team users only and is not available to provider offices.

Reset button on EOB search

UI update

The EOB search filters now have a Reset button that clears all fields, dropdowns, and date pickers in one click.

Manage User Manager accounts (App Support)

Improvement

App Support Admins can view User Manager accounts and the users they invited, and re-assign or remove those users — handling access issues without engineering.

Bulk portal invites

Improvement

Send portal invites to many users at once by pasting a list or uploading a file, with row-level validation up front.

Search EOBs and checks

Improvement

Admin search now returns EOBs and checks by IPA and check or EOB number.

Search rejected batch claims by submitter

Improvement

Search rejected batch claims and see each submitter’s email, so support can notify impacted users directly.

Per-user “View as” (impersonation) (pilot)

Improvement

Impersonation can now be granted to specific users through a per-user attribute instead of a whole role, which lets us turn “View as” on safely in production.

Self-service appointment-type mapping

Improvement

Super Admins can manage how Excel “Appt Type” values map to document categories directly in the admin UI, without asking engineering each time.

More appointment-type mappings

Improvement

Added mappings for commercial annual physicals (COMM), prospective APEs (PROS), and SNF appointment types, defaulting to HEDIS when nothing else matches.

Launch auth flows via deep-links

Improvement

Auth creation and actions (duplicate, modify) can now be launched from astrana-ui-modules using deep-links that bypass the re-auth pop-up.

Automatic auth failure recovery

Improvement

When an auth fails, the system now detects it and recovers the data if recent, or re-creates the auth and cancels the original with a clear note and alert.

Rebuilt Feature Flags targeting

Improvement

Feature Flags moved to a new model with unique names and email-additive targeting, fixing duplicate-name rows and incorrect cross-dimension behavior.

Quality & Risk tab fully restricted

Improvement

The Quality & Risk tab off the Overview page is now completely locked down — no role, IPA, flag, or user can reach it.

Auth letters show Referral Type and Referring Provider

Fix

Authorization letters again include Referral Type (Routine, Urgent, STAT) and Referring Provider details, which recent letter formats had dropped.

Review Center — RAF scores now match

Fix

RAF scores are now consistent between Review Center and the HCC Risk Score screen. For internal Quality and Risk team users only.

Review Center — consistent member name format

Fix

Member names on the Review Detail screen now match the format used elsewhere in the portal. For internal Quality and Risk team users only.

Review Center — cancel clears the review

Fix

Canceling a new review now discards entered data and resets the workflow. For internal Quality and Risk team users only.

Review Center — Member Queue search by Member ID

Fix

Member Queue search now returns matches when searching by Member ID. For internal Quality and Risk team users only.

Review Center — items scoped to the right member

Fix

HCC and Quality items now stay with the member they were added on, instead of appearing on others. For internal Quality and Risk team users only.

Review Center — editing updates in place

Fix

Editing an existing review now updates the original instead of creating a new one. For internal Quality and Risk team users only.

Impersonation — navigation works normally

Fix

Impersonated users can now navigate away from the Quality & Risk AVC Chase List page.

Impersonation — popup no longer blocks pagination

Fix

The impersonation popup at the bottom of the screen no longer overlaps the pagination controls.

Create Auth — no unexpected scrolling

Fix

Clicking Step 4, 5, or 7 in the step tracker no longer scrolls the page up and hides Step 1.

Create Auth — proc codes submit correctly

Fix

Fixed phCode “O” being sent as “P” on document-autofilled proc codes, which was causing auths to fail.

Create Claim — placeholder text fixed

Fix

Placeholder text no longer overlaps selected values in form fields.

Auth Letter — View Docs loads

Fix

View Docs now loads authorization letter documents instead of failing.

Auth Letter — status filter returns results

Fix

Status-filtered searches now return the correct results.

Auth Letter — DOB filter works

Fix

Searching by date of birth no longer fails with an error.

Overview — loads after re-login

Fix

The Overview tab now loads data on re-login without needing a manual refresh.

Overview — Authorization card shows correct data

Fix

The Authorization card no longer shows “Undefined” or “Unknown Patient.”

Member360 — full diagnosis status list

Fix

All diagnosis status options now display after adding a diagnosis.

Bulk Upload — Manage Mappings modal scrolls

Fix

The “Test an Appointment Type” section now stays inside the modal and scrolls as it grows.

Bulk Upload — insurance documents mapped correctly

Fix

Insurance documents now map to Insurance / Eligibility Docs instead of General Attachment.

Feature Flags — works for the Administrator role

Fix

The Administrator role now works end-to-end on the Feature Flags page.

Feature Flags — “Resolve for User” is accurate

Fix

“Resolve for User” now shows the correct state and explains why.

Feature Flags — can update flags after creating one

Fix

Existing flags update correctly after a new flag is created.

Feature Flags — email targeting is respected

Fix

User-email targeting now restricts a flag to the selected users only.

User screen — only valid roles shown

Fix

The Role dropdown no longer shows the invalid option “8.”

New Member request — calendar and Submit spacing

Fix

The date-of-birth calendar renders in full and the Submit button has proper spacing.

Batch Claims — faster load

Fix

The Submitted Batch Claims screen now loads within an acceptable time after uploading.

EOBs — Medical Group dropdown loads quickly

Fix

The Medical Group dropdown loads fast and no longer locks up the UI.

Daily Visit — tab displays with flags enabled

Fix

The Daily Visit tab now appears when the required feature flags are enabled.

Patient Resources — column headers restored

Fix

The Document, Category, and Actions column headers now display on the Patient Resources tab.