• 12/23/2020: Change to User Creation & Management Policy
  • 10/15/2020: Release of the Virtual Waiting Room
  • 09/23/2020: New Feature Release: Reconcile Patient Social History
  • 08/14/2020:  Release of Display & Color Code for Patients Exempt from Reporting
  • 06/19/2020: Updates Made to Four Step Workflow for Patient Check-In Module
  • 06/04/2020: Updates to ROS and Appointment Types for SMS via Check-In Module
  • 04/17/2020: SMS Appointment Reminders for Telehealth Visits
  • 04/09/2020: Patient Telehealth & Self-Check-In-Module
  • 03/30/2020: Review of Systems (ROS) Via Check-In Module
  • 03/25/2020: Patient Telehealth & Self-Check-in Module
  • 02/10/2020: Patient Payment Functionality
  • 02/02/2020: New Charge Types for Patient Payments, Co-Insurance Added to Patient Insurance Info, Co-Pay Total Displayed on Appointment Search
  • 01/17/2020: Yellow Eligibility Status – Yield (Insurance Alert), Enhanced Display of the Eligibility Report
  • 12/05/2019: Prescribe On Behalf Of
  • 11/13/2019: SNOMED & LOINC Coding
  • 05/23/2019: Refund Payment Adjustment, Saved Billing Reports Queue, Clinical Data Reporting Module
  • 6/23/2017: Final release of our new scheduler
  • 4/10/2017: Important scheduler enhancements
  • 3/2/2017: Optimizing Front Desk Workflow, Modifier to CPT Mapping, Scheduler Preview
  • 2/3/2017: Enhanced bidirectional lab workflow, billing summary, new telehealth value for box 24B, patient location registration
  • 1/7/2017: 4-digit SSN, medication update, surgical booking form, patient medication benefit check

Accompanying Videos

  • 3/2/2017: Scheduler Updates, Video Release Notes
  • 11/14/2016: New Scheduler Preview
  • 10/11/2016: PDF Splitter in Fax Queue, View Files & Resend from Fax/Print Logs, Enhanced Pharmacy Search
  • 08/10/2016: Electronic Prior Authorization for medications (EPA)
  • 06/22/2016: Redesigned Orders & Procedures & Customized Superbill Setup
  • 05/26/2016: 1-Click Multiple Claim Submission
  • 02/17/2016: Practice-Customized Address Book, enhanced EMR note filter, enhanced recall features, new tasks & messages Log, Email patient notes, quick patient registration
  • 12/23/2015: Report Intervals, Billing Productivity Report, Medication Discounts, Enhanced Appointment Search
  • 11/04/2015: Automated MU Compliant Patient Information, Drug Instructions & Discounts at Checkout
  • 09/27/2015: ICD-10 Release Notes
  • 09/23/2015: Urgent Announcement Regarding Old UI
  • 08/22/2015: Controlled Substance Modified Workflow
  • 08/18/2015: Final UI Release Notice
  • 06/01/2015: Assessment Options, Note for Prescribing Providers & Staff, Appointment Search Information
  • 02/06/2015: Billing Comments, Patient Medication Information & Savings, PDR Information When Prescribing
  • 01/24/2015: Patient Medication Information & Savings, PDR Information When Prescribing / Checkout
  • 10/11/2013: Physician’s Desk Reference®
  • 08/23/2013: Update to System Login Page, NPI Database Update
  • 08/16/2013: Transfer Insurance Picklist Information to Edit Insurance Tab
  • 06/07/2013: Ability To Filter By Self-Pay
  • 05/17/2013 : Sales Tax Calculation (Video), Search for Insurance by P.O. Box, Update to Transaction Logs, Enhancements to Patient Portal, Update to Practice Email Templates
  • 05/10/2013: Immunization Registry Enhancement
  • 12/14/2012: Resetting of User Passwords
  • 10/19/2012: Referral and Authorization Display at Check-In
  • 08/17/2012: Insurance Fee Schedules & Allowable Mismatch
  • 07/06/2012: Insurance Card Number Alert, Insurance Card Scanning, Adding the Card Scanner
  • 04/27/2012: RVU Report, Diagnostic Imaging Report III, Note Display Templates
  • 04/20/2012: Appointment Types in Scheduler View, Patient Online Appointment Booking, Patient Workflow: Online Booking
  • 03/23/2012: Misc. Charge Report, Transaction Queue Enhancements, Additional Enhancements & Adjustments
  • 02/24/2012: Scheduler Display Preferences, Reminder Call Details, Order Tracking-Completion Date
  • 02/10/2012: Eligibility Information for CoPay, Addition of Tertiary Insurance, NDC Codes and Descriptions on CMS 1500
  • 01/20/2012: Addition of New Filers in Demographic Report, Additional Enhancements & Adjustments
  • 12/30/2011: Streamlined Patient Registration Page (VIDEO)
  • 12/30/2011: Changes to Patient Registration Page, Customize Patient Emails, Specify Appointment Reminder Periods
  • 11/14/2011: Notice to All Clients- Important Changes to Electronic Prescribing to Mail Order Pharmacies
  • 10/14/2011: Fax Multiple Outgoing Documents, Sending Fax Comments, Selection of PQRI Measures
  • 08/05/2011: Entry of CPT Modifiers & “J” Code Units Directly in EMR Note, Entering a CPT Modifer, Entering “J” Code Units
  • 07/29/2011: Today’s Appointments-Next Patient Display, Mannual Next Patient Assignment, Patient Information Box-Time Stamp
  • 07/01/2011: Addition of Multiple HPI
  • 06/03/2011: Insurance Payor ID, EMR All Notes Date Order, Restrict Patient Access by Location
  • 05/27/2011: Manual Eligibility Check, Double Booking and Unavailable Time Permissions, Schedule Exception Label
  • 05/13/2011: Clearinghouse Reports, Todays Appointments Self Pay Eligibility
  • 04/22/2011: View Note, Trend Report
  • 04/01/2011: Enhanced Fax Queue, Enhanced Patient Recall Queue, Prescription Tasks>View All Notes
  • 03/04/2011: Practice Customization of Medical History, Practice Customization of Surgical History, EMR Note >History and Habits
  • 01/07/2011: Race, Ethnicity, and Language Preference, Eligibility Checking, Communication Preference
  • 10/22/2010: Permissions Settings for Practice Logs, Authorized User Configuration Message, Weight-based Alert for Medication Dosage
  • 10/08/2010: VIEW TEST RESULTS, AUTO-ELIGIBILITY DETAILS, ADMINISTRATION>EMR SETUP>UPLOAD CATEGORY MANAGEMENT
  • 09/25/2010: Patient Portal >My Health Record> “My Test Results” Added, Right Click and Patient Information Box> View Test Results, Patient Management & EMR>Vitals – Alerts for Concurrent Access to Data
  • 09/11/2010: Immunization Administration Tool, Various Other Enhancements & Adjustments
  • 08/01/2010: Removal of Mandatory Entry of Patient Address and Zip Code, Create Task for Completed Tests, Age-based Alerts
  • 07/02/2010: Auto-Eligibility Missing Insurance Notification, Patient Birth Time, Referral Address & Contact Info
  • 06/04/2010: Medications Page Enhancements, PQRI E-Prescribing Incentive Codes, Miscellaneous Enhancements & Adjustments
  • 05/14/2010: Supervising Provider Prescription Tasking, Controlled Medication Prescriptions, Confidential Comments
  • 04/16/2010: Scheduler: Appointment Type Color Coding [UPDATED], Patient Health Portal – Website 2.0, Miscellaneous Enhancements & Adjustments
  • 02/26/2010: Patient Management: Associate Patient with Principal Provider, EMR All Notes Filter, Password Encryption
  • 02/13/2010: Support for National Drug Codes (NDC) CMS 1500, Orders & Procedures>NDC Codes, CMS 1500>NDC Codes
  • 01/22/2010:: Medications & Electronic Prescribing, Vital Sign Functionality, Co-Signing of Notes
  • 01/10/2010: Resource Restrictions Enhanced Functionality