Category | Description | Date |
Memberships | We've changed the interface of our Memberships tool, making it easier and faster for you to add a new membership to the patient's account. Now, you also have the option to change payment method like choosing a different credit card on file to use for membership payment or you can choose to not charge any card on file and take Gift Cards as payment. | 6/27/2022 |
SOAP Notes | We've added "Date" box and "Comment" section to each component in the SOAP Notes section. Now, you can change/edit date and add/edit comment in Subjective, Objective, Assessment, Plan, and Daily Notes. | 6/27/2022 |
Payments | You now have the option to use Gift Cards as payment method in Invoice Payments, Membership Payments, and Patient Credits. There is a new column - Check#/Note - in these payment windows wherein you can add the check number in case of Check payment or any note related to a Gift Card payment when adding a payment. | 6/27/2022 |
Memberships | You can now delete a membership plan from a patient's chart if the membership is not used in any invoice and it is not associated with any claim. | 6/27/2022 |
Patient Settings | We've added support for "Notes Only" filter option under the Patient Chart > Past Notes tab so you can set a filter and print only notes. | 6/27/2022 |
Supplements | We've changed the headers/labels in the Supplement Report. We've also added "Quantity" box and "Taxable" checkbox so you can specify the quantity and if it's taxable when adding a new supplement to the master list. You can even edit the already existing supplements to provide quantity and tax details. | 6/27/2022 |
Reports | 6/27/2022 | |
Reports | 6/27/2022 | |
Reports | We've added a new column for Service Codes (CPT Codes) to both Invoice Payment and Day Sheet Reports. | 6/27/2022 |
Billing Center | We've added new columns for patient DOB, primary and secondary insurance IDs, co-pay amount, and diagnosis pointers to the Billing Center Report. | 6/27/2022 |
Facility Settings | We've added an option - "Send email to patients on appointment booking" under Update Info > Facility > Facility Details so that facilities can turn on and off appointment confirmation emails when an appointment is booked. | 6/5/2022 |
Provider Settings | We've added support for color coding of the "Provider Business Hours". | 6/5/2022 |
| Bulk Texting | Bulk texts can now handle newline characters (or line breaks). | 6/5/2022 |
Scheduling/Calendar | Now, our system will book a patient as an "existing patient" appointment type if the phone number exists. Existing patients will not be sent intake forms. Only new patients will be sent intake forms via email. | 6/5/2022 |
Calendar | Now, an appointment can be booked by the clinic on the top of the blocked time slot. | 6/5/2022 |
Category | Description | Date |
Patient Demographics | The Address fields including Address Line 1, City, State, and Zip Code are now marked required when the patient fills in the details using the Patient Portal during the intake paperwork. | 6/27/2022 |
New Patient Intake | We've fixed the issue with the Signature Screen that some clinics were facing when their new patients were signing in through patient portal and trying to complete the last step of adding their signature. | 6/5/2022 |
Billing | We've fixed the issue with the Abbreviated Billing Statement. Some clinics were facing issue when they tried to email an abbreviated billing statement to patients. This issue has been fixed. | 6/5/2022 |
ERA | We've fixed the issue related to the ERAs that were showing "0" value because it was unable to identify the CPT codes coming in with the modifiers. Now, by default our system will only take first 5 digits for the CPT code from the EDI (835) file. | 6/5/2022 |