May 13, 2025

• Automatic tracking of Insurance Remaining Treatments & Remaining Uses

April 11, 2025

• Expanded Search Patients functionality for easier searching

April 10, 2025 

• 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 26, 2025

• Enhanced schedule block functionality 

March 14, 2025

• 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

• Insurance Eligibility Verification for TriZetto users 
• Insurance Policy Report 
• Customized Appointment Reminders
• Ability to bulk send patient statements
• Book appointments with no provider
• Better flexibility in sending surveys
• Allow double booking in online scheduling
• Customize the order of Treatments in online scheduling 
• More detailed purchase log at a glance
• A/R Report Enhancements 
• Ability to edit or delete blocks from the schedule 
• Improved filtering on the claims view 
• Auto-save encounters
• Display patient's account balance and available credit on the purchase screen
• Include Left and Right designations in the complaint name
• Notifications when patients schedule online
• Compensation calculator
• Ability to save patient home and work phone numbers

• New fields to be added on insurance policies
• Automatic count down for remaining coverage, deductibles, and visits
• Ability to check out patients
• Collect payment for any purchase from any purchase
• Create patient relationships for families
• Delete balance transfers
• Attach providers to balance transfers
• “Un-cancel” an appointment 
• Edit complaint names
• Email patient receipts
• Universal Objective Wizard
• Headers and page numbers on printed SOAP note
• Add custom treatment techniques in the Plan Wizard detail
• Highlighted view of a patient's insurance policy

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 

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