Update History – Help Center

Email - Email Accounts and Mailbox Are Out of Beta September 23, 2026 14:00
Permissions - New Email Accounts Permission September 23, 2026 13:50
Email Accounts - Mailbox Access, Email Purchasing & Account Management September 23, 2026 13:46
Mailbox - Advanced Search, Navigation & Performance Improvements September 23, 2026 13:37
Appointments - Validations, Change Protection & Schedule Synchronization September 23, 2026 13:18
Patients - Manual Adjustments to Approved Unit Balances September 23, 2026 13:07
Patients - Validations & Improvements When Registering a Patient September 21, 2026 14:22
Stripe Processor - Connection Process Improvements September 16, 2026 01:05
Treatment Plan - Value Suggestions in the Services Table September 16, 2026 01:03
Treatment Plan Review - Option to Remove Goals and Objectives September 16, 2026 01:00
CMS-700 - Electronic Signature for Physician Certification September 14, 2026 19:09
ScriptSure - Service Diagnoses Available in the Prescription September 14, 2026 19:05
Treatment Plan - Specific Sections in Treatment Plan Closing September 14, 2026 19:02
Patient Dashboard - New Section Order & Search September 14, 2026 18:54
External Contacts - New Types, Additional Information & Contact Editing September 14, 2026 18:36
Appointments - Electronic Signature Requests for External Participants September 14, 2026 18:18
Email Accounts - Direct Access, Connection Type & Permissions September 11, 2026 17:54
Email - Shared Mailboxes, Attachment Viewer & AI Assistant September 11, 2026 17:40
Email - Message Printing & Attachment Indicator September 11, 2026 17:35
Document Printing - Selected Checkboxes Display Correctly September 11, 2026 16:55
Consents - New Recipient Filter & List Refresh September 11, 2026 16:38
Update: File for Automatic Verifications of DEA, Medicaid ID, and State License September 07, 2026 18:28
Claims - Resubmitted Claims Identification September 07, 2026 18:26
Billing - Configurable Timing for Completed Services to Become Available for Billing September 07, 2026 18:19
Billing - Patient Account (Box 26) Configuration for CMS-1500 September 07, 2026 18:06
Company Email - Sending, Error Handling & Connection Configuration Improvements September 07, 2026 16:24
Identifiers & NPI - NPI Validation and Lookup Improvements September 07, 2026 15:31
Company Email - Inbox, Navigation & Search Improvements September 07, 2026 14:58
Referrals & External Connections and Contacts - New Specialties Available September 01, 2026 15:28
Appointments - Required Table Validation When Completing Services September 01, 2026 15:22