Update History

Updated Descriptions for Status Change Message Options June 04, 2026 18:33

Expanded Information in Billing Reports June 04, 2026 18:07

Patient Responsibility Display in Billing Claims June 04, 2026 17:12

Claim Totals Detail When Updating Claim Status June 04, 2026 16:48

Update: File for Automatic Verifications of DEA, Medicaid ID, and State License June 01, 2026 14:15

New Patient Status Filter in Appointments June 01, 2026 14:11

Status Information Included Within Appointment Notes June 01, 2026 14:04

New PDF Tool Suite with Artificial Intelligence Features May 29, 2026 17:16

New Configuration for Provider Assignment in Billing May 27, 2026 13:55

Option to Send Referrals by Fax from the Main View of the Referrals May 21, 2026 09:15

Date Filters for Payable Services in Payrolls May 21, 2026 08:57

Changes to Required Information for External Contacts May 21, 2026 08:53

Tools Reorganization in the Navbar May 21, 2026 08:41

Improvements to Insurance History and Payment Preference History May 21, 2026 08:31

Supervisions Section: Workers-to-Responsibles Filter Update May 21, 2026 04:22

New Window When Changing Claim Status May 19, 2026 15:13

New Filters in Claims May 19, 2026 14:23

Partially Paid Claim Indicator May 19, 2026 14:11

Detailed Financial Information in Claim Status Messages May 19, 2026 14:07

Visual Payment Status Indicator in Services May 19, 2026 14:04

Adjustments and Remarks in Patient Responsibility Information May 19, 2026 13:52

Payment Details Update Within Billing May 19, 2026 12:50

Manual Invoice Generator (Beta) May 14, 2026 18:03

New Diagnosis Option in Service Configuration Within Appointment Type May 06, 2026 14:03

Update: File for Automatic Verifications of DEA, Medicaid ID, and State License May 04, 2026 13:56

Company Address Included and Contact Information Adjusted in Appointment Confirmation May 04, 2026 13:41

“Required” Option in Custom Text for Questionnaire and Appointment Management May 04, 2026 13:34

Remove Previous Service in TP Review or Addendum May 04, 2026 13:28

Domain Management April 29, 2026 18:39

Billing — CPT Code Price Search April 25, 2026 01:46