Update History

Consents - Request Patient Signature After Guarantor Signature March 27, 2026 02:41

Appointments - Remove Patient from All Appointments Filter March 27, 2026 02:30

Consents - Load Optimization March 27, 2026 02:27

Appointments - Visit View Optimization March 27, 2026 02:24

Patients - Filter by Phone Number March 27, 2026 02:17

Consents - Guarantor Display and Signature March 16, 2026 06:17

Update: File for Automatic Verifications of DEA, Medicaid ID, and State License March 16, 2026 05:32

Billing - Optimization of AI EOB Processing March 16, 2026 05:31

TCM - Patient Signature in Service Plan Review and Addendum March 16, 2026 05:27

Patients - New Required Fields for Guarantor March 16, 2026 05:18

Patients - Additional Relationship Options for Guarantor March 16, 2026 05:15

Patients - Alert for Minors Without Guarantor March 16, 2026 05:12

Treatment Plan Review and Addendum — New “Not Initiated” Status for Objectives March 11, 2026 18:26

Questionnaires - Visual Adjustment for Select Fields March 11, 2026 18:16

Update: File for Automatic Verifications of DEA, Medicaid ID, and State License March 09, 2026 12:16

TCM - Adjustment to Worker Overlapping Validation March 09, 2026 12:14

Smart Assistant - Image Generation and Web Search March 09, 2026 12:10

Treatment Plan Review - New “Partially Achieved” Status for Objectives March 09, 2026 12:04

Individual Psychotherapy Service Added to Treatment Plan March 09, 2026 11:23

Update: File for Automatic Verifications of DEA, Medicaid ID, and State License March 02, 2026 18:44

Billing — Automatic Diagnoses in Additional Services March 02, 2026 18:40

Patients — Secondary Insurance Configuration March 02, 2026 18:28

Billing — Additional Information from Additional Services March 02, 2026 17:31

Update: File for Automatic Verifications of DEA, Medicaid ID, and State License February 24, 2026 04:51

Appointments - Worker Overlapping Validation from Appointment Management February 24, 2026 04:49

Billing — Group Duplicate Services in a Claim February 24, 2026 04:45

Appointments - Work Hours and Non-Working Days Validations February 20, 2026 02:46

Company Management - Work Schedule Adjustments February 20, 2026 02:41

TCM -Inclusion of Outcome, Next Steps, and Diagnoses in Patient Reports February 20, 2026 02:35

TCM — Remove Access from Former Case Manager February 18, 2026 15:59