26.2.10 Release Date: August 26, 2026

Finance

Subject IDs display when hiding completed activities

When hiding completed activities, you can now see subject IDs for patients who completed the activity.

To see the list of subject IDs:

1. From the Patient Activities tab of a protocol, near the top left, click Hide/Edit Activity Order.

2. Choose the activity by clicking the eye icon on the far right.

3. The popup displays the activity and the subject ID for any patient who has completed the activity.

4. In the lower right, click Close.

You can also export a CSV list (displayed below) showing the hidden activities and Subject IDs by clicking Export Blocked Activities in the lower left of the popup.

Archive accounts, payers, and vendors

You can now archive accounts, payers, and vendors for increased clarity. Archived items can be viewed on the Archived tab and exported for further analysis. You can also bulk archive accounts.

To archive:

1. Go to Setup and start by choosing Accounts, Payers, or Vendors.

2. To archive, on the right, click the Archive icon.

3. In the popup, click Save Archive. The item now displays in the Archived Accounts tab.

To bulk archive accounts:

1. Go to Setup and choose Accounts.

2. Click the checkbox in the top left to select all.

3. To archive, click Actions and then Archive in the top right.

4. In the popup, click Save Archive.

To export:

1. Go to Setup and start by choosing Accounts, Payers, or Vendors.

2. To export, in the top right, click the Export button. The data will download as Excel with archived data on a separate tab.