New Features and Updates

On this page you'll find announcements regarding new features and updates.

Recently Added

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

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

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

Virtual and blurred backgrounds are available for telehealth
Enabled the ability to download only the client list from the Account Settings > Data Exports
Added Referred By field to conjoint clients so revenue source is trackable
Time zones are now displayed in the calendar, event form, and online booking page

Enabled ability to include or exclude bill and superbill documents in the email when shared and only share through the client portal
Enabled more control in managing conjoint clients' members by allowing addition and removal of members
Eating Attitudes Test (EAT-26) added as a System Form
Columbia-Suicide Severity Rating Scale (C-SSRS) added as a System Form

Separate auto-sharing ability enabled for invoices and superbills
Default auto-sharing of billing documents set to 60 mins to allow for Autopay to process
Repeatable field groups enable for custom forms
Practitioners who are also a Supervisor can now view and manage the supervisee's client's billing
CRAFFT Assessment 2.0 added as a System Form

Added incomplete/pending notes indicator and link to the appointment record in the client's Summary tab
When adding a clinical note in the client's Summary tab, you can choose a note template
Released new Income Allocation Report
Added additional messaging in the client's Billing > Settings tab to indicate autopay failure status
Added SCOFF Questionnaire as a System Form
Added ability to set the status of Busy or Free to the Other Event type on the calendar, which will also properly sync with Google Calendar
Recent Activity list was expanded to include all activities

Added client completed documents to the daily digest
Client portal reconfigurations to improve the ease of managing different profiles
Client portal onboarding to "skip" intake forms to be completed at a later time
Ability to upload an image in an intake form
Manually enter insurance payments that span multiple claims
Integrated telehealth