Week of November 8: one simple filter on the client chart
The client chart now has one simple row of filters instead of two overlapping controls.
7 posts tagged with "Notes"
View All TagsWeek of October 25: let new visitors message you instead of booking
Your website can now offer a Send a Message button, so new visitors can write to you, with your prescreener questions, before you offer them a time.
Week of June 29: 3,600-payer directory, crash-proof recording, document reminders
Infrastructure week: the payer directory, recording resilience, and a long list of accuracy fixes across analytics and booking.
Week of June 22: electronic claims live, scored measures, treatment plan signing
The biggest week in the changelog so far: e-filing went live end-to-end and measurement-based care arrived.
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.
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.