Update History

Daily Treatment Note - Identification of Missing Required Fields October 05, 2026 16:19

CMS 701 - Ordered Discharge, Validations, Physician Signature & Official PDF Form October 05, 2026 16:14

CMS 700 & CMS 701 - Autofill, Plan Continuity & Form Guidance October 05, 2026 16:06

CMS 701 - New Form in the Service Catalog October 05, 2026 15:58

Appointments - Read-Only Status Check Without Reloading October 05, 2026 15:45

Appointments - More Information in the Overlap Warning October 05, 2026 15:40

Appointments - Manage Option Available from the List October 05, 2026 15:37

Accounting Dashboard - Permissions & Access Levels October 01, 2026 19:42

Accounting Dashboard - Accounting Document Generation & Sharing October 01, 2026 19:38

Accounting Dashboard - Bank Account & Transaction Management October 01, 2026 19:25

Accounting Dashboard - Bank Account Connection & Synchronization October 01, 2026 18:43

Accounting Dashboard - Recurring Transaction Management October 01, 2026 17:36

Accounting Dashboard - Transaction Status Management October 01, 2026 17:18

Accounting Dashboard - Transaction Creation & Editing October 01, 2026 17:09

Accounting Dashboard - Complete Transaction Details October 01, 2026 16:57

Accounting Dashboard - Advanced Transaction Filters October 01, 2026 16:39

Accounting Dashboard - Unified Transaction Ledger October 01, 2026 16:35

Accounting Dashboard - New Business Overview October 01, 2026 16:31

Accounting Dashboard - Access, Navigation & Screen Structure October 01, 2026 16:25

Accounting Dashboard - Direct Access to Each Section from the Menu October 01, 2026 16:22

Accounting Dashboard - New Version Available October 01, 2026 16:14

Update: File for Automatic Verifications of DEA, Medicaid ID, and State License September 28, 2026 10:22

Patients - New Current Insurance & Insurance History Filters September 28, 2026 10:20

Appointments - Signature Requests Removed When an Appointment Is Deleted September 28, 2026 10:17

Appointments - Supervisor Credentials Displayed with Signature September 28, 2026 10:10

PT / OT - Time Validation in Daily Treatment Note September 28, 2026 10:03

Appointments - Multiple Diagnosis Selection September 28, 2026 10:01

Appointments - Appointment Screen Improvements September 28, 2026 09:58

Patients - Provider, e-Prescription & Report Improvements September 28, 2026 09:55

Patients - Patient Pharmacy Search & Management September 28, 2026 09:50