Sorted:

Enforce-appointment

Enforce Appointment Linking for Provider Notes (Same DOS)

This enhancement introduces a practice-level setting that allows organizations to enforce or optionally prompt appointment linking when creating Provider Notes on the same Date of Service (DOS). The feature improves encounter accuracy by ensuring provider notes are associated with the appropriate appointment while maintaining configurable workflow flexibility.

Service-Analysis

Patient Filter for General Service Analysis Reports

This enhancement introduces a new Patient option in the Responsible Plan filter of the General Service Analysis report. Users can now generate reports specifically for Self-Pay appointments, making it easier to analyze patient balances and payments without including insurance-responsible appointments.

Claims1

Auto-Removal of Claims from Rejected and Corrected Buckets After ERA Posting

This enhancement automates the maintenance of the Rejected and Corrected claim work queues by removing claims once they have been processed through payment, denial, or insurance updates. The system also restores claims to the appropriate queue if the triggering transaction is reversed, reducing manual cleanup and improving claim management accuracy.

comments3

Patient Comments on Lab Result Reports Across All Templates

This enhancement ensures that patient comments entered in the Lab Results Beta View are displayed consistently across all supported lab result report templates. Both test-level and overall patient comments are included in printed reports when the appropriate preference is enabled, providing a consistent reporting experience regardless of the template used.

Timezone2-1

Restrict Location Address and Time Zone Changes After Appointment Threshold

This enhancement introduces safeguards that prevent Location-level Address and Time Zone changes after a location exceeds the configured successful appointment threshold. These restrictions help maintain synchronization between CureMD and Leap by preserving consistent location information for existing and future appointments.

cancellation1-1

View Patient-Provided Cancellation Reasons in the 10g Scheduler

This enhancement allows schedulers and front-desk staff to view the cancellation reason entered by patients when appointments are cancelled through LEAP. Patient-provided cancellation reasons are now displayed throughout the 10g Scheduler, providing additional context for rescheduling and follow-up without requiring users to navigate to additional screens.

caregiver6

Leap Access Management for Family Members, Caregivers, and Other Authorized Users

This enhancement introduces Leap Access Management, allowing practices to securely manage patient portal access for family members, caregivers, and other authorized individuals. Staff can grant, monitor, and revoke access on behalf of patients who cannot manage their own portal account, while maintaining consent documentation, invitation history, and a complete audit trail.

DOS

Re-run Eligibility on DOS for Auto-Eligibility Checks

This enhancement introduces a configurable practice-level setting that allows the system to automatically re-run eligibility checks on the Date of Service (DOS) or within 24 hours of an appointment. It ensures practices have access to the most up-to-date eligibility information while preserving manual eligibility checks and maintaining a complete eligibility history.

audit-log-1-2

Audit Trail for Letter Template Management

This enhancement introduces audit logging for Letter Template management within Settings. The system now records key actions performed on letter templates, including the user who performed the action and the corresponding timestamp, providing a complete audit history for administrative tracking and compliance.