Sorted:

copay1

Copay Handling Enhancements for Appointment Status Changes & Recurring Appointments

This enhancement standardizes backend handling of paid copays when appointments are canceled, rescheduled, or marked as No Show, including recurring and chain view appointments. It ensures consistent transfer of copay amounts to either Patient Advances or newly scheduled appointments without introducing any changes to the user interface.

onhold1

Enhancing On-Hold Bucket with Sorting, Search, and Status Summary Count

This enhancement updates the On-Hold bucket in the RCM module to improve claim review and follow-up efficiency. It introduces column sorting, CMDID search, and real-time status counts to reduce manual effort and improve prioritization, while maintaining role-based access controls.

Provider Note Logs: Hyperlinked Appended and Sign-Off Entries

This enhancement updates the Provider Note Logs screen so that Appended and Sign Off actions appear as clickable links. It allows users to directly access the exact addendum or sign-off text recorded in the provider note, improving traceability and audit visibility.

Automatic Activation of Register Patients Permission for Leap-Enabled Practices

This enhancement updates Leap enablement behavior so that the Register Patients permission is automatically activated for applicable users when Leap is enabled for a practice. It is intended to streamline user setup and ensure required permissions are in place without manual intervention.

MIPS Updates for Performance Year 2026

The Quality Programs section has been updated to support Performance Year 2026. Annual updates for Quality, Improvement Activities (IA), and Promoting Interoperability (PI) measures are now available, and entity creation for the 2026 performance year has been enabled.

Enhanced Permission Controls for Deleting Past-Dated Schedule Blocks

This enhancement refines scheduling permissions to restrict deletion of past-dated schedule blocks unless the user is explicitly authorized. It is intended for practices managing provider and resource schedules and ensures historical scheduling data remains protected from unintended changes.

DaySheet1

Total Visits Column and Multi-Select Support in Day Sheet Summary Report

This enhancement updates the Day Sheet Summary Report to include a consistent Total Visits column across all grouping options and adds multi-select functionality to all report fields. It is intended for users who run operational and visit-volume reports and need more flexible filtering while maintaining accurate visit counts

Retain Problem List History Across CPT and Claim Level Transitions

This enhancement updates Problem List behavior to ensure that problem statements and resolution history are retained when entries transition between CPT-level and claim-level contexts. It is intended for users managing billing-related issues and prevents loss of historical data when Problem List entries are created or corrected at different levels.

ClaimsPermissions1

Granular Permissions for Claims Module

This enhancement introduces granular permission controls within the Claims module, allowing administrators to manage user access at the sub-module level. It replaces the previous all-or-nothing access model and supports role-based access by aligning permissions with specific job responsibilities.

StatusFilter1

Add Status Filter for Debt Setoff Appointments in Patient Aging Report

This enhancement adds a Status filter to the Patient Aging Report, allowing users to control whether Debt Setoff appointments are included, excluded, or viewed independently. It is intended for billing and reporting users and preserves existing report behavior while providing additional filtering flexibility.