Improvement
Clients can now download and print invoices and superbills from the client portal! Click here to learn more about this feature.
Print Invoices and Superbills on Client Portal
Remove Custom Entries from Progress Notes
Improvement
Custom items added to the Mental Status and Risk Assessment sections of the standard progress note template can now be deleted. Click here to learn how to manage those items.
Client’s Age Displayed in Chart
Improvement
The client’s age is now displayed in the left sidebar when viewing a client’s chart.
Navigation to In Progress Claims
Improvement
When clicking on an In Progress claim tag from a client’s ledger, the date filter on the claim tab will now adjust automatically to the claim’s submitted date so you don’t have to adjust the date to find the claim.
Updated Wording for Client Portal Settings
Improvement
The wording for the selections under the Client Portal Settings have been updated to make the functionality of those selections clearer.
View EDI File
Improvement
The EDI file can now be viewed under the Actions menu when working in the ERA Received claim tab.
Negative ERAs Matched to Paid Invoices
Improvement
An ERA with a negative payment that matches a paid invoice will now be applied to that invoice when the payment is processed.
Accessibility Improvements to Appointment Dialog
Improvement
When using a screen reader and adding or editing an appointment, the repeat event options will not be read if that option is disabled.
Processing ERA Payments
Fix
Corrected an issue that caused the ERA screen to close and reload after processing a payment. This issue only affected customers who do not use Apex for claims processing.
New Prospective Client List
New
You can now add prospective clients to a list and easily activate them when a spot opens up at your organization! Learn more about this exciting new feature here.