September 9, 2025

• Auto-populate a patient's most recent payment method and saved credit card to reduce clicks while recording a patient payment 
• Auto-populate the credit amount when applying a credit 
• Importing & Point codes
• Choose custom recurring appointments intervals 

August 27, 2025

• Finalizing Patient Responsibility 

August 22, 2025

• Voice to Chart 
• In-app Insurance Eligibility Verification for TriZetto users 

August 15, 2025

• Access a Prior Visit Snapshot within the encounter
• Ability to bill a National Drug Code 
• Add custom notes to statements
• Schedule appointments without associating an provider

• Compensation calculator
• Universal Objective Wizard
• Customize Plan Wizard 
• Edit Subjective Survey responses
• Download Superbills at any time
• Assign default billing profiles according to payor/provider
• Apply multiple package uses to a single visit
• Change appointment information after check-in 
• Ability to unpost ERAs
• Simplified manual ERA entry form

• Share payments across family members
• Two-way texting option
• Service code usage report
• Filter by unapplied payments on Payment Collection report (identify patient credits)
• Ability to update track on encounter after the appointment is checked-in
• Show more detail on printed SOAP notes

July  2025

• Default codes to be non-billable
• Customize your Schedule View by hiding inactive days and setting default view
• Ability to “Select All” when printing Signed SOAP Notes
• Ability to "Select All" when selecting supplements and treatments on the Purchase Detail report.
• Ability to duplicate an Insurance Policy 
• Switch between locations with ease
• User interface and performance upgrades to fields, buttons, and modals across the entire ChiroUp app

June 2025

• Detailed purchase view available at a glance 
• NEW Insurance Policy report 
• Enhanced A/R Aging report 
• Ability to Check out a patient 
• Customize Online Scheduling 
• Streamlined Supplement & Supply Purchase 
• Edit and Delete Balance transfers 
• Display Account Summary on individual purchases
• Carry over Notes in the SOAP Wizard 
• Ability to download batch paper claims 
• Improved Claims Filtering
• Edit and Delete blocks directly from the schedule 
• Complaint names to include Left & Right indicators
• Admin, Front Office, and Clinical Assistant users can access the Provider dashboard 
• Watch a video tour of all the June 14, 2025 updates here. 

May 2025

• Automatic tracking of Insurance Remaining Treatments & Uses 
• Generate patient statements in bulk
• Email notification when patients schedule online
• Customize how SOAP Detail info populates - including adding Modality notes into your SOAP Output
• Customize appointment reminders
• Increased visibility on surveys sent for an appointment
• Auto-save Encounters when you navigate away
• Updated purchase summary to show Actual responsibilities as noted on an ERA 
• Work & Other Phone fields added to the patient record
• Ability to manually send the CCS from the appointment panel

April 2025

• Expanded Search Patients functionality for easier searching
• Enhanced patient statements for a clear and accurate view of balances 
• Ability to print or email patient appointments
• Enhanced automatic way of creating new patient tracks (including the ability to create a ‘no complaint’ track)
• Flag and add notes to claims for streamlined claim management
• View your Patient Summary report in app to easily filter by case types 
• Expanded claim detail view for easier submission management 

March 2025

• Create & schedule rooms 
• Book multi-session appointments
• Expanded purchase view with a new ledger
• Memos shown in the appointment panel & purchase view 
• Tracks to keep notes organized & individualized 
• Upload patient profile image 
• Enhanced SALT button in the purchase 
• Enhanced Appointment Tab on the patient record - including more visibility to all appointments and more filters
• Ability to cancel survey requests
• See provider name in Encounter History side panel 
• Highlighted view of patient date of birth
• Easily view which clinic location you are in from the schedule
• Enhanced macro drop-down in SOAP Wizard
• Enhanced schedule block functionality 

February 2025

• Add schedule blocks directly from the schedule screen—making planning your time faster and easier! 
• Hide cancelled appointments from your schedule view.
• Adjust the column widths on your schedule. 
• More time labels added to the schedule for a clearer view. 
• Unsigned SOAP Note Report 
• Prevent patients from selecting unrelated regions of pain on the Chief Complaint Survey. 
• Enhanced ERA posting screen with clear claim details for streamlined posting 

January 2025: 

• Enhanced schedule grid lines with customization options for better visibility.
• Improved appointment block display for clearer readability.
• View treatment types directly on the schedule.
• Collect credit card information via online booking.
• Save a credit card on file  on file ahead of time. 
• Require a credit card saved on file for online booking. 
• Multiple file types allowed in patient insurance and ID card uploads! 
• New & Updated ERA statuses and filters for streamlined posting. 
• Use your macros in the Orthopedic Test notes box.
• Easily view the processing status of a claim response.
• Edit an ERA response to ensure accurate documentation.
• NEW Payment Reporting - Posted Payments and Payment Collection reports. 

2024:

• Superbill Enhancements for Better Usability 
• Support for Variable Billed Billed Amounts 
• Improved Insurance Policy Display
• Billing Profiles Now Remembered for Efficiency
• Post ERAs for Reprocessed Claims 
• Provider Dashboard Bugs Resolved for Better Performance
• ERA Upload Button Relocated for Convenience
• Search ERAs by Trace Number
• Direct Links for Quick Access in the ERAs Tab
• Delete Allocated Patient Balances Effortlessly
• Streamlined Write-Off Management
• Separate Billable and Non-Billable Payors
• ‘Payor Not Listed’ Option in Insurance Surveys
• Bulk Download Superbills in One Click
• Assign Supervising Providers with Ease
• Simplified Claim Selection on ERAs
• Improved Range of Motion Functionality
• Plan Detail and Objective Wizard Notes Persist Across Encounters
• Auto-Populate ‘AT’ Modifier on Medicare Purchases
• Automatic Claim Testing When Locking Purchases
• Enhanced Payment Labeling for Clearer Purchase Tracking
• Hide Future Purchases for Streamlined Records
• Display Memos Across Multiple Patient Record Locations
• Simplify Payment Verification
• Effortless ERA Response Verification
• Create Customizable Care Plans
• Set Maximum Payor Allowed Amounts
• Easily Add Conditions and ICD Codes in the SOAP Wizard