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New Features & Improvements
- Staff
- We have refreshed the Profile & Settings > Preferences page with a modern design and improved interface elements.
- Organization
- We added clearer guidance for setting up SMS reminder campaigns by introducing a tooltip on the Practice Website field and improving the error message when it is missing. You will also have updated knowledge resources to help you understand which URLs are accepted. See Setup Text Appointment Reminders for more information.
- Profile & Settings
- We have updated the Profile Details page with a cleaner look and feel to make it easier to view and manage user information. Though you can now choose from a limited set of calendar colors with improved text contrast for readability, you can also keep your current colors if you do not modify this field. You will be prompted to save any changes before leaving the page.
- Users with standard availability and have access to client portal settings on their Profile and Settings page will now experience a new look and feel for selecting which service types and locations are available for scheduling.
- We have refreshed the design of the Documents page in Profile & Settings to simplify the layout while keeping the same core functionality.
- Schedule
- We updated schedule filters to display up to 100 selected and 100 unselected items. If you do not see an option you expect, try refining your search to narrow down the list.
Defect Fixes
- Organization
- We resolved an issue where the AI Session Assistant could be added to your cart more than once by appearing both pre-selected and as an available add-on.
- Clients
- Addressed an instance where non-standard clients replies to text reminders were not appearing in the reminders log or triggering notifications. These messages are now logged and visible to staff when appropriate.
- Corrected a problem where the Default Service Types field on the client details page could show incorrect information when switching between clients. Client data now updates accurately as you move between records.
- Billing
- Corrected an issue where $0 invoices were still being created and sent for secondary claims after primary insurance fully covered the balance. These invoices are no longer generated or sent.
- We resolved an issue where claim statuses could show inconsistently in the ledger. Statuses now match across the ledger and the claims area, and links will correctly take you to the appropriate Rejected/Denied claims page.
- Addressed an instance where removing an insurer while a claim was still in progress could prevent payments from being created from ERAs. Payments are now processed correctly even if the insurer has been deleted.
- We updated the system to prevent $0.00 payments from causing issues in batches by excluding line items with no client balance due, allowing payments to process successfully.
- You will no longer run into errors when sending claims or receiving ERAs through Waystar, as the clearinghouse has corrected the underlying issue.
- Dynamic Forms
- We resolved an issue where removing the diagnosis code element from certain case form templates caused save errors. You can now update and save these templates without issue.
- Cases & Notes
- We resolved an issue where you could not create an appointment from a progress note even when all required fields were completed.