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New Features & Improvements

• Mark Claims for External Submission
  • If you're connected to one of our partnered clearinghouses, you can now mark a claim for External Submission directly from the Claims page. This feature helps you manually track statuses and financials for paper claims, submissions to external payer portals, or other situations where the claim doesn't go through the integrated clearinghouse. See Submit External Claims for more information. 
• Billing Automation
  • A new Claim level Billing Automation exclusion rule is available for Invoice processing and Claim submission that will exclude primary or secondary claims.
• Kept Appointments
  • A validation has been added when scheduling to prevent appointments with a future date from being updated to a status of “Kept” to aid in compliance requirements.
• Calendar Updates
  • Google Calendar sync can now be initiated from the action button when viewing the calendar on a mobile device.
  • Using your browser's back button will return you to the previous calendar view, including any date filters you applied.
• Service Time Change to Start/End Time
  • The Service Time field on a progress note has been replaced by two new fields to indicate the start and end time of a session.
• Sign & Schedule Next Appointment
  • When applying a signature to a clinical document, you can now sign and schedule the next appointment, which will launch the appointment modal after your signature is applied.
• Signature Page Navigation Update
  • When viewing the signature page of a progress note, the Back button will allow you to navigate to the progress note, all progress notes, the Missing Progress Notes report, or your default Schedule view.
• New Progress Note Template Field
  • A new Progress note template field allows you to switch templates from within the progress note.
• Upload Size Increase
  • The individual file size for uploading documents has been increased to 50MB. The file size increase is applicable to a client's general documents and clinical documents.
• Staff Permissions Update
  • Staff with the Administration or the Organization Administration permission can now be assigned a supervisor to approve or cosign clinical documentation.
• Billing Automation Rule
  • The Progress note signed Billing Automation rule for invoice creation, invoice processing, and claim submission has been updated to Progress note signed by provider and now accounts for the supervisory workflow. If a progress note has been submitted to a supervisor to approve or cosign, the progress note will not be considered signed until the supervisee has signed the note.
• Diagnosis Codes for Invoices/Claims
  • A new logic has been implemented that pulls diagnosis codes from the progress note or case onto invoices and claims.
• Dynamic Forms Expanding Text Boxes
  • Paragraph fields on a client, case, progress note, or intake form now automatically expand as you type, letting you view all entered text without scrolling.
• New Organization Setting for Schedule Optimization 
  • Organizations using the new scheduling experience now have a setting under Organization → Cancellation Policy to hide the Fee field and Waive fee checkbox when editing an appointment status.
• Suggest a Feature
  • The Suggest a feature tab from your Profile & Settings will direct you to our new Ideas Portal.
• Client Portal Email Address Message Change
  • A generic message — “An error occurred when creating your account”—will now appear if a client tries to create an account from your Client Portal using an email address already linked to an existing client in your practice.

Defect Fixes

• Schedule
  • Corrected an issue where some appointments where the status was manually changed (i.e. set to canceled, late cancel, etc.), it would then change back to “Kept” when the automatic “Kept” feature was used. This has been fixed so that now the status that was manually changed will remain for the appointment when the automatic “Kept” feature is also used. 
  • Corrected an issue where some appointments where the status was manually changed (i.e. set to canceled, late cancel, etc.), it would then change back to Kept; when the automatic Kept feature was used. This has been fixed so that now the status that was manually changed will remain for the appointment when the automatic Kept feature is also used.
  • Corrected an issue where messaging was not displayed on the appointment modal when an authorization was inactive. Now inactive authorization messaging will be shown when appropriate when scheduling these appointments.
  • Corrected an issue where the bulk edit appointment page was not loading properly when filters were selected. Now these filters can be used to properly display data from this page.
  • Columns are now correctly aligned when printing the calendar view.
• Cases & Notes
  • Corrected an issue where some progress notes couldn't be signed or submitted due to errors related to diagnosis codes, even though diagnosis codes were present on the initial assessment or an addendum.
• Billing
  • Corrected an issue where pagination from one client's ledger was retained when navigating to another client's ledger instead of starting over at page 1. This has been fixed so that the table grid of the ledger will be reset to page 1 when going to another client's ledger.
  • Corrected an issue where automatic invoice creation, automatic invoice processing, and automatic claim submission were considering a progress note signed if just a client signature was applied.
• Reports
  • Performance improvements were made to the Detailed Attendance Report (Beta) to make running the report quicker for organizations that have larger data sets.
  • Corrected an issue where the Attendance by Service Type report was not returning results when adjusting the filters. Now these filters can be used to display data on this report properly.

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