Week of June 15: honest client balances, session-dated notes, safer deletes
A parity week: client credit, coinsurance, and note dates now behave the way experienced billers expect.
14 posts tagged with "Improved"
Improvements to existing features
View All TagsWeek of June 8: external claim filing, a single source of truth for billing type
For practices that file some claims outside the platform, this was your week.
Week of June 1: numbered billing documents, income allocation, a better Notes page
Billing documents grew up this week: persistent, numbered, and organized on the client profile.
Week of May 25: family & group notes, safer note editing, insurance accuracy
Group session documentation, explicit note saving, and a deep insurance-accuracy pass.