January 2026

New Features :

• Membership Phase 2: Providers can now add CPT codes with specific units to memberships and apply them directly to invoices via an "Apply Covered CPT Code(s)" button. Includes a Summary tab to track active memberships and linked appointments.
• AI Scribe: New option to generate AI SOAP notes by recording sessions. Providers can view and copy AI-generated content directly into the patient chart once the recording stops.
• Eligibility Verification: Check and view patient insurance eligibility through ClaimMD directly within appointment modals and billing centers. Also allows provider enrollment to payers via the Insurance tab.
• MFA for Patient Login: Secure multi-factor authentication for patients with a new UI, auto-submit features, and verification codes sent via SMS or email.
• Support Verification: Support team can now verify calling customers by sending an OTP to their registered email or phone. A verification banner is shown to customers upon login.
• Routing Slip Report: New report for the patient chart including personal info, balances, insurance data, and diagnosis codes with printing capabilities.

Bug Fixes :

• AI Scribe Formatting: Resolved an issue where double backslashes appeared in notes instead of proper newlines.
• Diagnosis Code Limits: Fixed an invoice issue that allowed more than 12 diagnosis codes to be imported, which previously caused sorting exceptions.
• Patient Recall Logic: Fixed an edge case where automated recall SMS messages were sent to patients who already had a future appointment scheduled for the same day.
• Check-in Workflow: Adjusted the manual check-in home button trigger to wait for API completion, preventing premature navigation.
• TeleHealth Stability: Corrected inconsistent loading behaviors and persistent loader icons on video screens for both providers and patients.
• Data Handling: Implemented null value handling for "Plan Ends" data in the production database and for miscellaneous invoice items.
• Verbiage & UI Fixes: Updated invoice printing text from "Cheque" to "Check" and resolved display issues on the 409 conflicts page.

Enhancements :

• Security & Access Control: Completely blocked logins for users associated with deactivated organizations. Added checks to ensure inactive or deleted patient credentials cannot be authorized and restricted cross-organization data access in the patient portal.
• MFA for Providers: Upgraded provider multi-factor authentication with a more intuitive screen, better validations, and a "remember device" feature that lasts for 30 days.
• UI Updates: Modernized the Appointment Scheduler Modal and updated the View Eligibility UI to be more intuitive.
• Automated Notifications: The drag-and-drop scheduler now automatically sends appointment confirmation emails when a visit is rescheduled to a different day.
• Reporting & Integrations: Added salesforce@zhealthehr.com to the weekly signup leads report and updated Mailchimp integration to reflect their new free plan limit of 250 contacts.

December 2025

New Features :

• Gift Card Feature: Full gift card management including UI screens, payment workflows, redemption options, statements integration, and automated email/SMS notifications.
• Updated Frontdesk Check-in: Enhanced UI, validation for number input, updated switch logic, and QR-based redirection options.
• zHealth Pay Notification: Event-based subscriber workflow so flagged notifications can be captured in the message center; updated online payment flow to show balances with improved provider/patient notifications.

Enhancements :

• Narrative Report: Added Date of Service to the Narrative Report for improved clarity.
• Appointment Booking Range: Added restrictions preventing same-day first bookings based on Maximum Online Appointment Booking Range settings.
• Insurance Type Field: Added new Insurance Type field in Insurance Master List to classify insurance as PIWC/Medicare/Medicaid, etc.
• Modals Update: Implemented new modal UI styles across the patient portal, appointment portal, payment portal, and redesigned navigation.
• Header Update: Updated zHealth website header with revised UI designs and restructured redirection controls.
• Signup Leads Cron Job: Added marketing@zhealthehr.com to weekly signup lead report email and created weekly job to generate CSV files for the sales team.

Bug Fixes :

• Check-in with New Patient Forms: Fixed issue where signatures were not displaying or front desk check-in was not working for new patient forms.
• Spanish Intake Bug: Corrected Spanish-translated pages and added validation for length of content sent in text messages.
• CPT Code Issue: Fixed issue with insurance sending CPT codes of length less than 5 causing ERA failures.
• Box 24j CPT Line Items: Fixed taxonomy metadata not populating beyond the first four CPT lines.
• Conversations Tab Bug: Resolved UI breaking due to apostrophe characters in automated messages.
• Backslash in Text Messages: Fixed encoding issue converting backslashes into double slashes.
• Paid-by Details in Reports: Corrected Payment Report showing incorrect description in Paid By column for credit payments.
• Appointment Patient Name in Audit: Ensured patient name displays correctly in appointment audit for new and existing records.
• BP Invoice Status: Reverted the BP status workflow to prevent batch-submission claim issues.
• Multiple Appointment Manual Check-in: Adjusted the home-button trigger to execute only after API completion to prevent premature actioning.

November 2025

New Features :

• Affiliate Appointment Links: Clinics can now generate multiple affiliate links and track affiliate-sourced bookings directly on the scheduler.
• Homepage Update: Updated homepage verbiage and added a new auto/custom scroll carousel on zhealthehr.com showcasing core features.

Enhancements :

• Narrative Report: Added enable/disable flag, replaced SOAP Note tab when active, and improved the Narrative Report UI.

Bug Fixes :

• Conversations Tab: Fixed an issue where the Conversations tab was not showing due to special characters in automated chat reaction messages.
• Notification Failures: Resolved email/text notifications not sending for some clinics/patients by handling a NullPointer exception tied to a NULL No Cancellation Link Flag.

October 2025

New Features :

• Tipping Feature: Clinics can now collect tips from practitioners. Includes facility-level configuration, zHealth Pay integration for mobile tip collection, tip summary reports, and tip info visible on the invoice modal.
• Editable HCFA Box 29: Box 29 in the HCFA form is now editable, with changes reflected in both "print HCFA" and "normal print".
• Patient Plus & Review Plus Updates: An Info icon has been added and the verbiage for Patient Plus and Review Plus numbers on the UI has been updated.
• Patient Portal Redesign: Updated the Patient Portal Login Screen (forgot username/password, reset password, change password) and the home screen after login.

Bug Fixes :

• InApp Notification Appointment Reminder: Resolved an issue where the reminder was not being sent due to an error when refreshing the token.
• Bulk Communication History Tab: Fixed a loading issue caused by a new line character. Changed fetching to properly encode and decode messages.
• Bulk SMS Unescaping: Fixed issues with new lines and updated the column in the bulk communication report and email.
• Invoice Payment Email: Resolved invoice email issue for patients with address in address line 2, and fixed checknumber appearing as a variable in the payment detail section.
• Duplicate Claim via Batch Claim: Fixed duplicate claim generation by adding an intermediate "BP" (Being Prepared for Submission) status to prevent selecting the same claim in two batches.
• Claim Status Ordering: Fixed an issue where multiple claim acknowledgements arriving on the same day were not applied in the correct order. Now processed in order of creation date/time.
• Intake Forms in SSSNB: Fixed issue where Intake Forms created in SSSNB and manually mapped were not appearing on the Patient Portal for new patients.

September 2025

New Features :

• "Delete All" for ICD-10/DX Codes: New button to quickly clear all codes from an invoice in one click, as long as no CPT codes are linked as pointers.
• In-App Push Notifications (Mobile): Clinics can now send bulk messages as push notifications to patients who have the zHealth Provider App installed.
• Bulk Text Message (Mobile): Send bulk text messages directly from the zHealth Provider app.
• Payment Plan for zHealth Pay: Set up customized, secure recurring payments on a patient's credit card — weekly, monthly, or on any custom schedule. Payments can be applied to individual or family invoices and transferred between patients.

Bug Fixes :

• CMS-1500 Form Misalignment: Resolved misalignment issues on the red CMS-1500 form. Margins and scaling adjusted to ensure claims print correctly within designated boxes.
• Box #26 Not Printing: Resolved an issue where Box #26 (Patient Account Number) was not printing on CMS-1500 forms.
• Wrong Invoice Date on Print: Resolved an issue where printed invoices occasionally showed the wrong invoice date instead of the encounter date/DOS.
• "null null" Error on Claim Submission: Fixed an issue where claims with taxonomy details occasionally triggered a "null null" error message when submitted electronically.

July 2025

New Features :

• Offline & Multi-Tab Alerts: If zHealth is open in multiple tabs and the user logs out from one, all other tabs show a pop-up to log in again. When the internet goes down, a persistent pop-up notifies the user until connectivity is restored.
• Next Appointment Details: Scheduler Tooltip now displays the next and last appointment date/time on hover. Daily Schedule Report and Patient List CSV export now include a Next Appointment Date column.

Bug Fixes :

• Patient Name with Apostrophe: Resolved an issue where searching for patients with an apostrophe in their name returned no results.
• Consent Form Special Characters: Resolved an issue where special characters in the Consent Form name or file URL caused the section to break.
• Appointment Reason Special Characters: Fixed an issue where special characters in the Appointment Reason caused the patient chart modal to bypass appointment options.
• My Favs Special Characters: Resolved an issue where special characters were breaking the "My Favs" section for CPT and ICD-10/DX favorites.
• Online Appointment Booking: Fixed an issue where special characters in appointment name or provider's name prevented patients from booking online.
• Review Plus Tab Loading: Fixed an issue where reviews containing line breaks prevented the "All Reviews" tab from loading.

June 2025

New Features :

• Bulk Messages — Revamped: New patient filtering options (active status, gender, age, patient type, appointments, visit history), improved SMS delivery, scheduled messaging at preferred times, and a History tab with CSV export.
• Advance Booking Day Limit: Clinics can now set the number of days in advance patients can book an appointment online.
• Monthly Statement — Last Bill Sent Date: The Last Bill Sent Date now displays correctly for Text-to-Pay, Email-to-Pay, and Print PDF workflows.
• Switch Facility Improvements: Facility Switch dropdown moved to the top header. Added default facility color selection and provider-level default facility setting.
• Minimum Appointment Window — Provider Level: Now configurable at the Provider level in addition to Facility level; provider-level overrides facility-level when set.
• Home Exercise Program (HEP) — Mobile: Providers can create and manage an exercise library. Exercises can be assigned to patients who view them through the Patient Mobile App.

Bug Fixes :

• M4 Modifier Not Carried Over: Resolved an issue where importing previous CPT codes did not carry over the M4 modifier from the prior visit.
• Balance Payment Amount Mismatch: Resolved an issue where the balance on the online payment link differed from the original request if the invoice was updated after the request was sent.
• Insurance Data Reset on Booking: Fixed an issue where specifying insurance for an existing patient during appointment booking would reset the Add Insurance data to null.

May 2025

Bug Fixes :

• Membership Recurring Payment Error: Resolved an exception error when charging credit cards for scheduled membership recurring payments for patients with multiple cards on file.
• Blank SOAP Note: Resolved an issue where the SOAP Note appeared blank even though findings were present for some clinics in certain conditions.
• Multiple Recall Text Messages: Resolved an issue where multiple recall text messages were being sent to patients with customized recall text verbiage.
• Money Collected Report — Special Characters: Resolved an issue where special characters in the Money Collected Report were causing the report to break.
• Phone Number Disappearing: Resolved an issue where phone numbers were disappearing or their type randomly changing from Mobile to Home on the Submit Claim screen.
• Outcome Assessment Date Issue: Resolved an issue where manually created Outcome Assessment entries were incorrectly updating to the next appointment date.

April 2025

Enhancements :

• Cash Discount Improvements: Updated to include the Cheque payment mode. Cash discounts now apply to co-pay payments, and insurance balance inconsistencies have been fixed.
• Credit Card Workflow Overhaul: Saved card payment modal defaults to pre-saved card type. Card type saved during payments and set as default for future transactions. Dropdown displays card type, nickname, and category. Expiry date auto-populates with a slash. Redesigned Add Credit Card screen with network logos and improved delete workflow.

Bug Fixes :

• zH-Pay Refunds: Fixed inconsistency where fully refunded zH-Pay transactions were disappearing from invoices.
• Card Details Modal Slow Load: The card details modal was slow to load. Optimized and resolved.
• Long Front Desk Usernames: Fixed an issue where the system was creating excessively long front desk usernames by appending large numbers.
• EDI File for Paper Claims: Payers with insurance type set to PAPER no longer generate EDI 837P files.
• Box #28 with 6+ CPT Line Items: Fixed Box #28 showing incorrect amounts when an invoice had more than 6 CPT codes generating multiple paper claims.
• Blank EDI 837P Files: Fixed rare cases where EDI 837P files were generated blank due to a deleted claim causing null data for subsequent claims in the queue.

March 2025

New Features :

• SOAP Builder (SSSNB) Updates: Auto-save template every 20 seconds, restricted access during internet disconnection, and auto-logout from the SSSNB tab when the main zHealth tab is logged out.
• Patient Plus Customization: Clinics can now customize recall durations (90, 180, 365 days) with an optional 4th duration available upon request.
• Cash Discount: New feature allowing clinics to offer up to a 3% discount for cash or check payments at the time of service.
• zHealth Pay Enhancements: Surcharge workflow updated for credit cards only; "Add Credit Card" UI/UX improved with card nicknames and types.

Bug Fixes :

• Resolved "Mass Sign Notes" verbiage display and automated the mapping popup after mass signing.
• Fixed terminology in modals and resolved draggable element loading issues in the SSSNB builder.
• Fixed mobile app login error and optimized SOAP workflows to resolve slowness.

February 2025

New Features :

• zH-Pay Surcharge: Introduced a surcharge feature for credit card payments to cover processing costs (subject to state regulations).
• Email Marketing: Integration with MailChimp for personalized mass campaigns and metric tracking.
• Mobile App Portal: Patients can create accounts via mobile app with OTP/Email verification and "Remember Me" MFA support.
• Appointment Scheduling: System now supports scheduling based on appointment date rather than starting with provider selection.

Bug Fixes :

• Resolved payment mapping issues with Email-to-Pay, Text-to-Pay, patient balance emails/texts, and the appointment portal.
• Fixed an error in the "Detailed Money Collected" report column.
• Fixed duplicate claim IDs created by rapid multiple clicks — a loader has been added to prevent repeated clicks.

December 2024

Updates :

• Clinics can now control provider column visibility at the provider level for more personalized calendar views.
• Clinics can now disable missed appointment reminders. Contact support@zhealthehr.com for assistance.
• The "Marketing Campaigns" dropdown has been renamed to "Email Marketing" for clarity.
• The patient visit filter now includes a "Missed Appointment" condition.
• Fixed issues with the HCFA form: zip code placement, gender checkbox misalignment, insurance address overlap, and faint fonts.
• The Earliest Available Appointment feature now correctly displays the earliest available time slot for booking.

April 2024

New Features :

• Multi-Factor Authentication (MFA): Receive verification codes via SMS and/or Email. "Remember Device" feature skips MFA on subsequent logins from the same device for 15 days.
• Scheduler Enhancements: Compacted slots view, reduced font size in appointment cards, better spacing, white text for bold-background appointments, and fixed today's date highlight in weekly view.
• Super Billing & Abbreviated Statements: Updated design with customizable include/exclude options for Statement Dates, Claim ID, ICD-10 Codes, Billing Summary, Patient Credit, NPI numbers, and more.
• Failed Membership Payment Report: Providers now receive a daily report of failed transactions for membership payments.
• zHealth Pay Improvements: Identify and fix incorrectly mapped transactions. Failed transactions remapped automatically. Automatic status change notifications. New status screen for 404 errors.

Bug Fixes :

• Adjusted button and toggle element display for accurate printing in Intake and SOAP.
• Updated the viewing method for consent forms on tablets by embedding them with Google Docs Viewer.
• Fixed: if a patient fails to click the confirmation button after payment, the appointment will not be booked.
• The diagnosis code list no longer displays duplicate entries when multiple entries exist in the database.
• Resolved an infinite loader appearing when the message field was blank and the user clicked send in the Conversations tab.
• Fixed: only providers with full billing access can now download billing reports.
• Fixed an error where the email invoice functionality failed for specific encounters during appointments.

March 2024

Updates & Bug Fixes :

• Patient Lookup functionality added to the Memberships section — search by patient name.
• Communication Audit tab now shows only successfully sent messages, emails, and reminders.
• Invoice PDF sent via email now matches the print invoice screen design.
• Fixed: EDI file no longer generated for paper insurance when claims are manually submitted.
• Fixed multiple Outcome Assessment entries for the same check-in; added Appointment ID linkup to ensure one set of OAs per appointment.
• Payment frequency is now null for one-time memberships (previously defaulted to every day).
• Fixed copays not functioning correctly for CPT codes with fixed rates for specific insurances.
• Fixed data loss when pasting through the mouse in the SSSNB element.
• Fixed missing "Add Row" button in SSSNB when user set only one row and one column.
• Fixed appointments booked through the online portal not displaying date and time in the Appointments Audit Trail.

January 2024

Updates :

• Billing Center "Membership" column now shows the plan name if associated with a membership, or remains blank if not.
• Membership Details Page: edit the amount of an existing plan; updated amount applies to the next recurring payment cycle.
• New field in Facility Details to add your facility logo — shown on the Invoice print screen.
• Revamped user interface for the Self-Service SOAP Notes Builder (SSSNB).
• Fixed: new invoices now accurately display the Date of Service instead of the Miscellaneous/Supplement added date.
• Fixed: Patient Check-in Portal on tablets now shows a numeric keyboard when entering a phone number.
• Fixed: Edit Membership Screen no longer shows a 13th month when start date is in December.
• Fixed: Patient Billing and Billing Centre loading issue when membership name contained double quotes.

December 2023

Updates :

• Billing Center column renamed from "Part of Membership" to "Membership".
• Membership audit trail: two appointments on the same invoice now display in the same row.
• All reports are now accessible at any time without restrictions.
• Fixed Detailed Charges Report column misalignment caused by commas in provider names.
• File type validation added for consent forms — only PDF files can be uploaded.
• Invoice Print Screen: option to hide EIN, NPI, and provider NPI (contact support). Shows "no upcoming appointments" if none exist.
• New Membership column in Patient Billing and Billing Center.
• Fixed Print HCFA not displaying the selected gender (male).
• Google Calendar issues resolved: errors on patient type change and appointment duration adjustment during rescheduling are fixed.
• SSSNB fixes: character limits for buttons, placeholder for nested elements, unlimited rows for buttons, record box label populates correctly in narrative, customized narrative no longer auto-copied to next element.
• Invoice Print Screen: new ICD-10 code description row, upcoming appointment details, and color print format.

November 2023

Updates :

• Memberships page: renamed start dates to Plan Start Date and Payment Start Date. Audit Trail now shows Appointment Date, Time, Type, Provider Name, and Facility Name — printable.
• SSSNB: Sample Templates categorized into SOAPE. New Double-Sided Checkbox element. Placeholders for text/textarea. New Nested Element and Button Element. Narrative customization option.
• Redesigned Invoice Print Screen with facility logo, billing contact info, patient/provider details, insurance, CPT codes, and payment records.
• Report restriction window shortened to 1 hour (before 10:00 am PT or after 11:00 am PT).
• Various bug fixes for Patient Portal, Past Notes, Memberships, and SSSNB.

September 2023

Updates :

• Upcoming appointments in Patient Chart now display the day of the week (first 3 letters).
• Billing Center Report: "Invoice Status" now shows OPEN/CLOSED. Primary and Secondary Insurance Names included. New "Claim Error (if any)" column.
• Patient Recall Report: "A" column renamed from "Patient Show Up" to "Time since last visit."
• Membership Plan Type now spelled out instead of O, M, W, C abbreviations.
• Visits remaining and balance now included on the main membership page in the Patient Chart.
• Payment Frequency added to the patient membership edit screen.
• Google Calendar integration: all upcoming appointments sync seamlessly; duplicate email detection added.
• Membership Balance visible on the Patient Chart top-left next to Credit information.
• New patient chart auto-created when a patient texts from an unknown number (if custom number is configured).
• Bug fixes for AR Report, Pain Diagram, Billing Statement, and Past Notes.

August 2023

Updates :

• Email Monthly Statements: new "Email to Pay PR Online" and "Text to Pay PR Online" buttons. Loader prevents duplicate sends.
• Google Calendar connect/disconnect option added under Update Info → Provider Details.
• Updated Pain Diagram Crayon Images with enlarged text for better clarity.
• Patients can now initiate a text first (requires custom number). New patient charts auto-created for unknown numbers.
• SSSNB: Fixed duplicate 'Select' option in dropdown, blank screen issue, and modal changes lost after preview/save.
• Batch Print Claims now sorted by Patient Last Name alphabetically, then Date of Service and Insurance Name.
• Fixed weekly view appointment type not retaining the originally booked type.
• Supplement and Supplies Report CSV date format updated from dd/mm/yyyy to mm/dd/yyyy.
• Fixed duplicate appointments due to double-clicking.
• Updated zHealth Pay API to pull real-time, more accurate transaction status for terminal devices.

July 2023

Updates :

• New Text Patient Balance feature — collect the full patient responsibility balance via text message.
• New Orders/Referrals option added to Past Notes for easy upload in Patient Chart.
• Google Calendar sync for zHealth appointments. Contact support to enable.
• Fixed appointment drag-and-drop — details appear on hover and no restriction on dragging to time slots above.
• Report restriction window updated: 9 am PT to 1 pm PT.
• Fixed missing star labels on pain diagrams in SOAP notes and invoice print.
• Review Plus Dashboard: "Date Submitted" renamed to "Date Received." "See Feedback" tab now shows all patient feedback.
• Fixed EOB POST DATE and DEPOSIT DATE reverting to current date when revisited after saving.

June 2023

Updates :

• New Text-to-Pay feature — send invoices directly to patients via text messages with a secure payment link.
• Fixed Patient Plus clinics with custom phone numbers not receiving patient responses in the Conversations tab.
• Date and surgery fields in Surgical History are now simple text fields — no auto-population.
• Fixed Generic Schedule Report issue and Account Receivable Report CSV output accuracy.

May 2023

Updates :

• SOAP Note section enhanced with a loader — prevents interaction with other components while a section loads.
• Patients can now upload lab work, eligibility info, and diagnostic imaging in the Past Notes section.
• zHealth Pay users can now clear 409 conflicts directly from the system.
• New Membership Report type for in-depth membership payment analysis.
• Recurring membership payments on leap years or months with 31 days now auto-select the last valid day of the next month.
• Invoice sent via email now shows the facility's phone number.
• New EFT payment type added when adding patient credits.
• New "Patient Type" column added to the Detailed Money Collected Report.
• Patient Visit Report now shows the Primary Insurance name.

August 2022

Updates :

• Insurance credits can now be applied to the insurance balance.
• Patient Portal link added to all new emails for patients who haven't created their portal account.
• zHealth Pay users can now email patient balance and request online payment.
• New "Last Message Sent Date and Time" column in Review Plus → Conversations. Conversations sorted newest to oldest by default.
• Patient credit can now be applied to multiple invoices at once.
• Transaction Summary Report now has two options: Date of Service and Payment Date.
• New "Sold By" column in Supplement Report and Supplies Report.
• Conversations tab now shows all text messages including appointment reminders, Review Plus, Patient Plus, and direct conversations.
• Bulk Texting now sends to active patients only.

July 2022

Updates :

• New "Remaining Balance" column added to EOB payment posting screen — auto-calculated when Insurance Adjustment is entered.
• Date and Comments boxes added to all SOAP components (Subjective, Objective, Treatment, Plan, Exam, Daily Notes, Additional, Invoice, Review & Sign).
• New patient contact number column added to the Accounts Receivable Report.
• zHealth Pay now supports multiple Activation Codes and Merchant Keys for facilities using multiple card readers.
• New "Added By" column in the Supplement Report.
• Active claims (except status 8S) can now be deleted — Primary, Secondary, or Tertiary.
• Facilities can now view all "Completed" Follow-up Notes and download all Follow-ups.

June 2022

Updates :

• Memberships interface updated — easier to add new memberships. Option to change payment method or use Gift Cards.
• Gift Cards now available as a payment method for Invoice Payments, Membership Payments, and Patient Credits.
• New "Notes Only" filter option under Patient Chart → Past Notes tab.
• New CPT codes and diagnosis pointer columns added to the Outstanding Claims Report.
• New "Date of Last Appointment" column in the Daily Schedule Report.
• New "Service Codes (CPT Codes)" column added to Invoice Payment and Day Sheet Reports.
• New columns for patient DOB, primary/secondary insurance IDs, co-pay amount, and diagnosis pointers added to the Billing Center Report.
• New "Send email to patients on appointment booking" option under Facility Details.
• Color coding support added for Provider Business Hours.
• Existing patients (matched by phone number) will no longer receive intake forms — only new patients will.

May 2022

Updates :

• New Signature Screen in Patient Intake and Self Check-in — patients can type their name to generate a signature.
• New Transaction Lookup tool in zHealthPay — find details about a specific transaction.
• Telehealth identification icon added to Telehealth Appointment Types.
• New "Payment Method" column added to the End of Day Summary Report.
• "Diagnosis Pointers" added to the Day Sheet Report.
• Warning message added for missing Address, Gender, and DOB for insured patients when creating an invoice.
• New "Lookup Patients" feature in Patient Chart — copy address and insurance details from a family member.
• Warning added when adding a payment to an invoice with no CPT code.
• Patient name, insurance details, and date of service added to Claim Audits.
• Fixed date picker issue in the new Appointment Portal.
• Fixed EOB insurance drop-down going blank when clicking back from the apply payment screen.

April 2022

Updates :

• Memberships now support recurring memberships with custom options and multiple active memberships per patient.
• New Patient Recall Report — generates a report for patients who haven't visited in 3, 6, and 12+ months.
• New "Patient Type" column added to the New Patient Report.
• New "Placeholder Column" (Ghost Column) — appointments can be added but no notes or check-ins created.
• New "Checking Account" page under Update Info → zHealthPay Edit Profile.
• ICD-10 Favorite Categories now appear in dark red bold underlined font. Inactive ICD-10 codes appear in red with "| inactive" label.
• New "Age" field in Patient Charts → Contact Details (view-only, auto-populated from Date of Birth).

March 2022

Updates :

• CPT code auto-population when adding CPT to an insurance fee schedule.
• Prior Authorization Numbers can now be deactivated under Primary, Secondary, and Tertiary Insurances.
• New "Deposit Date" field for ERA or EOB — separate from check date and posting date.
• Line Note support for CPT codes — all invoices automatically inherit the Line Note for a CPT Code.
• "No Billing Access" users can no longer view the Billing Centre, Invoices, and Billing Statements.
• Bulk Text now visible to all active admin users.
• Multiple Prior Authorization codes now supported per insurance.
• SOAP note templates now available across all facilities in a practice.
• Monthly Statements now include "Last Bill Sent Date" and an audit trail.
• Backslash characters are now blocked in all fields.

February 2022

Updates :

• ERA and EOB buttons now shown in "Invoice Payments" section for faster insurance payment posting.
• New "Display Name" field under Provider Details — shown as the column name on the home/appointment page.
• Bulk Text Message now available for all customers with Conversations enabled, with fee details shown before sending.
• Three Patient Alert modes: No Alerts, Auto-Close, and Pop-up Stays Until Closed.
• New slot duration option for online appointments when creating or setting an appointment type.
• Visit counts can now be reset based on automatic visit reset date or day of the month.
• "Add Card" and "Pay for Appointment" via zHealthPay added to the New Appointment Portal.
• Review Plus: new dashboard with total reviews and ratings month by month. Provider review counts for Google, Facebook, and Yelp.

January 2022

Updates :

• Money Collected Report now shows Membership Payments when "All" Provider is selected.
• New "Enabled for Facility" checkbox in User Management — show/hide a provider in the schedule for a given facility.
• zHealthPay: "Send Invoice to Pay Online" now available from the Invoice screen.
• Conversations now available as a separate product for all facilities. Contact support@zhealthehr.com to add it.
• New "Provider" filter and column added to the Billing Centre.
• ERA received date is now editable when posting an ERA.
• New checkbox in "Add User" tab to copy appointment types from the main provider schedule when adding a new provider.

December 2021

Updates :

• Inactivity timeout alert after 55 minutes; auto logout after 60 minutes.
• "Check-In" button in Scheduler only checks in the patient for that specific appointment or same-day appointments with the same provider.
• 2-way texting now uses the facility's dedicated landline number as the sender if configured.
• Conversations tab now shows all patients in the practice, not just those with existing conversations.
• Patient Search Result page now has a message icon to send a text directly to a patient.
• zHealthPay now supports "Process Payment and Save Card" to save a card during e-payment.
• Billing Center Report made asynchronous — no more timeouts; report available in the Message Centre.
• Appointment reminders now support "2-day before" in addition to "1-day before".
• Multi-facility support: facilities can now be made inactive/hidden. Contact your Customer Success Specialist.
• Patient Login Page updated — invalid username/password errors now show on the same login page.

November 2021

Updates :

• Patient hyperlink added to the Follow-Up List — click the Patient Name to open the patient chart directly.
• New Appointment Type validation: code limited to 11 characters, no spaces allowed.
• Facility's email address added to the new appointment portal.
• EIN and NPI numbers added to Notes under the Past Notes tab in Patient Chart.
• All email reminders now include a telehealth video link.
• HCFA labels/box numbers added to Primary, Secondary, and Tertiary Insurance fields for easier HCFA form reference.
• New "Additional Claim Information" box added to Primary, Secondary, and Tertiary Insurance tabs.

October 2021

Updates :

• Consent form for minor patients now shows "Electronically signed by Guardian/Guarantor" instead of the patient name.
• Patient Demographic Report now includes "Patient Type" information.
• New report type: End of Day Summary Report added under General Statistics.
• Providers can now enable automatic recurring membership payments using zHealthPay.
• "Forgot Username or Forgot Password" now asks for username. Forgot Username sends a list of usernames associated with an email address.
• AR Report now includes sales taxes.
• Advanced Plan: Intake Forms now sent only to "New Patient" appointment types with no previous note/encounter.
• Box 11b in HCFA Form now auto-pulls Claim# from Insurance section for Workers' Comp, Auto Accident, or Other Accident.
• Patient Visit Report now includes visits without any CPT/services on the invoice.

September 2021

Updates :

• Clinics can create separate notes for patients with two appointment types on the same day.
• Merged patient files now sum up the "Visit Count".
• Pain Diagram printed in Past Notes if there are pain diagram markings in the note.
• Two new reports under Batch Reports: Outstanding Balance Visit Report and Invoice Payment Report.
• Clinics can now apply/post any number of EOBs to the same invoice.
• Invoice printout now shows Quantity and Unit Price for Supplement/Misc Items.
• New ICD-10 codes added. AQ modifiers added to the CPT master list.
• Total Adjusted/Write-Off and Total money received as Patient's Credit now viewable in the Money Collected Report.

July 2021

Updates :

• View all Past Notes of a patient across multiple locations.
• Patient Credits and Membership data added to Monthly Detailed Charges and Payment Reports.
• Print patient membership payment invoice.
• Membership now shows "Total Amount Charged" and "Total Amount Paid" for a given membership plan.
• Support for "Import Previous" added to Misc Items in Invoice.
• New Membership Payment Summary Report available under Batch Reports.

May 2021

Updates :

• Add a patient photo to their profile.
• New templates added to the SOAP Note library.
• View 277 responses from insurance payers in the software.
• OA-file ID added to the Claim Audit for new claims.
• New batch report types: Provider Detailed Charges and Detailed Appointments.
• Insurance fee schedule to help calculate patient responsibility.

April 2021

Updates :

• Support to edit an ERA/EOB claim payment.
• Added a facility-level EIN.
• Visit notes are now available on the patient portal.
• SSN and DL fields are back in the Patient's Contact Details.
• Batch reports for detailed payment and detailed charges.

March 2021

Updates :

• Refund/voids for patient credits.
• Fixed "patient import" around duplicate insurance issues.
• Admin follow-ups are now visible to all providers in the facility.
• Added "Show Inactive" filter for patient search page.
• Surgical history date formatting update.
• Facility flag added to disable sending appointment notifications to providers.
• Ability to delete recurring appointment blocks.
• Changes to the invoice payment modal.