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New Features & Improvements

• Search patients by Birthdate or Phone
  • When searching for a patient in the upper left of the system, you can now type in their birthdate or a contacts phone number to find them! Try it out by using a format like 1/5/2024, 01052024, or 8881112222.
• Show coverage status on eligibility results
  • If your clinic uses the eligibility requests, the Status column of the results (in either Schedule > Reminders > Verifications or the patients chart) now indicates if the patient has any coverage with that payer or not.

    NOTE: This status does not indicate eligibility for specific services.

• Choose specific date for automatic eligibility requests
  • If your clinic uses the eligibility requests, an admin can now choose to automatically submit requests on a specific date each month. These options can be changed in Admin > Clinic Options > Eligibility Request Settings.

Defect Fixes

• Text areas collapsing in new assessment sections
  • When editing an assessment section (like Performance Skills or Findings) in an evaluation, multi-line text fields that already contain text will now be expanded automatically. Previously, these text fields loaded with only a few lines shown by default.
• Sort patient cases consistently
  • When viewing a list of a patients cases, such as when starting a quick discharge or viewing their cases in the patient chart, the cases will now appear in a consistent order.
• Can’t delete referral
  • When trying to delete a referral with an eligibility request, an error will now appear explaining the reason.
• Statement tab inaccessible on patient billing account
  • Resolved an issue where a customer couldn’t load the Statement tab on a billing account.