Update History

Worker Credential Display in Appointment Notes April 24, 2026 16:31

Appointments — Filter by “Patients Referred By” April 22, 2026 16:14

Human Resources - Improved Duplicate Credential Validation April 08, 2026 14:53

Bank Accounts — Void Transactions for Financial Records April 07, 2026 03:59

Update: File for Automatic Verifications of DEA, Medicaid ID, and State License April 06, 2026 05:28

Appointments - Rephrase Responses in Questionnaires April 06, 2026 05:26

Notes - Text Rephrase in Custom Textareas April 06, 2026 05:14

Billing - Claim Split (Sub-Claims) March 27, 2026 02:55

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