New Features and Updates
On this page you'll find announcements regarding new features and updates.
Recently Added
March
- Assessments redesigned to simplify workflow
- Send assessments along with intake and consent forms when onboarding clients
- Assessments available for conjoint records
- Send incomplete assessment reminders from the client's chart
- Ability to re-open assessments
- Sorting capabilities to reporting
- Appointment Status report displays appointment specific billing details
February
- Beta launch of alternative payment processor
January 2025
- Client billing page redesign to manage bills easier
- Partial refunds available to run through card processor
- Non-billable CPT Codes
December 2024
- Graphical representation of assessment scoring over time
- Setting the order of intake forms to be completed by clients
- New and established patient office visit CPT codes added
November 2024
- Auto-Scored Assessments
- Appointment limits for online booking
- Incomplete note count added to the Home page
- Provider-specific insurance settings customizations to set different rendering provider information
October 2024
- Ability to add notes to a claim to keep billing organized
- Improved Google sync experience
- Improved scroll bar navigation
- Dates of service filters added to pending and submitted claims pages
- For supervision, any supervisor on the account can be selected as the rendering provider
- Any supervisor can be added to box 17 of a claim regardless of supervision status
- Ability to remove services from a claim already created but not yet submitted
September 2024
- Bulk submission of electronic claims
- Link transactions to Stripe
- Two-factor authentication
- Appointment confirmations
- Simplified process to add a new contact
August 2024
- Ability to set an end date on a recurring appointment
July 2024
- Improvements to Income Allocation Insight
- Added diagnosis to client demographic data export CSV file
- More accurately mark claims as Denied instead of Rejected
- Pause autopay when an ERA changes the client owed amount
- Able to set time zone on the calendar view and on individual appointments
- Projected Revenue on Home screen dashboard
June 2024
- 15-minute increments added to appointments
- New electronic claims statuses
- Remind clients of outstanding paperwork
- Show client's next appointment in Documents view, clients list and progress note details
May 2024
April 2024
- Couples Satisfaction Index (CSI-32) assessment
- Multiple participant telehealth
- Create billing statements
March 2024
- Integrated insurance policies through the client portal
- Connected with a new clearinghouse as a response to the Change Healthcare outage
- Re-delivery of appointment reminders when appointment time is changed
February 2024
- Enhanced practitioner removal for group practices
- Calendar view (day, week, month) will keep the view you last used on your device
- Ability to customize treatment plan templates in the Forms & Documents > Forms > My Forms tab
- Show date of service on bills, claims, and superbills under clients' Billing > Documents tab
- Admins now have the ability to change the default service location from the Account Settings > Account tab
- Suicide Cognitions Scale-Short Form (SCS-S) added as a System Form
January 2024
- Change your email address
- Set your office hours
- Simple treatment plan released
- Treatment plan goals and objectives now also auto-complete from the goals and objectives you've previously set up