v170 - August 11, 2026 Update

Release 170 brings threaded email replies, the most highly requested feature on the Feature UpVote board. Staff can now reply directly to patient emails from within the conversation thread.

This release also welcomes two new integration partners, Illume and Jazmine, expanding options for practice analytics and lead management.

Rounding out the release are improvements to appointment and insurance billing reporting, along with a number of bug fixes across chart notes, scheduling, packages, and consent forms.

A complete list of new features, improvements, and bug fixes is provided below. If you have any questions, please contact the 4D EMR Support Team at support@4d-emr.com or by calling 844-878-2434.

If you have a suggestion of a new feature or improvement you would like to see added to 4D EMR, you can submit it via our Feature UpVote board found at https://4demr-requests.featureupvote.com/. With our Feature UpVote board, you can submit new suggestions, vote on those submitted by other practices, and track the status of existing suggestions.

Thank you all for being our partners!
Regards,
Rhyesa

Release Highlights

Threaded Emails

Release 170 adds the ability to reply directly to patient emails. When a patient replies to a message from the office a new Reply button will be displayed. This simplifies the workflow when communicating with patients.

Similar to text messages, email replies will be flagged as unread until 'Mark as Read' is clicked.

The patient view of the threaded email will show all messages in the thread in chronological order. Messages from the office will display with a blue header while patient replies will be green.

New Integration Partner - Illume

Knowing how to grow your business shouldn't be harder than delivering your services. Illume is the intelligence platform for med spas and aesthetics practices. We connect your core systems (EMR/POS, marketing, payroll) and translate that data into clear, actionable insights across revenue, marketing, patient experience, and operations. From location-level performance to franchisee benchmarking, Illume gives owners and operators full visibility into what's driving growth. With role-based reporting for injectors, front desk, managers, and leadership, every team member can understand their performance and where to improve. Weekly insights and coaching-style recommendations highlight exactly what's changed and where to focus, turning data into action without the need for a dedicated analyst. Learn more at www.joinillume.com.

New Integration Partner - Jazmine

Jazmine is a lead management platform built specifically for aesthetic practices. We capture your inbound leads, automatically qualify and grade them, and route them to the right team member in under a minute. From first touch through intake, Jazmine guides each prospective patient into your pipeline and, because it integrates directly with your 4D EMR, pushes qualified leads and their intake details straight into the patient record with no double entry. The result is a smoother intake experience for patients and more booked consults from the leads you're already generating. Please contact alex@jazmine.app to set up a free demo!

Complete List of Version Changes

Improvements and New Features

S4M-8678 [Integrations] New Integration - Illume
S4M-8678 [Integrations] New Integration - Jazmine
S4M-8431 [Patients] Threaded Emails
S4M-8492 [Reports] Add summary by appointment type to bottom of Appointments By Staff report and add Staff multiselect

Insurance billing

S4M-8341 Add filtering to OpenPM Appointment Type Mapping

Bug Fixes

S4M-7867 [Chart Notes] Chart Note scrolling while editing text
S4M-8641 [Chart Notes] Error is shown when leaving the chart note creation page before the document finishes loading
S4M-8364 [Financial Ledger] Financial Ledger lists unspecified prepayment with surcharging as "Sold Surcharge"
S4M-8586 [Form Sets] Numbered Lists included in Form Set templates continue numbering across templates
S4M-8749 [Insurance] Error when trying to preview the patient statement from Billing > Patient Statements without selecting any payment
S4M-8642 [Packages] Quote package deletion confirmation dialog is not shown when deleting a package from the Packages list
S4M-8574 [Schedule] Scheduler scaling is not saving when navigating the schedule
S4M-8761 [Schedule] Appointment color is not restored after cancelling Reschedule
S4M-8348 [TEPE] Checkboxes on consent are not clickable on iPhone