Our Latest Releases
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Release Notes 2024
- 04/18/2024: Demographic Reports Updates
- 04/16/2024: WRS Health Status Page
- 04/12/2024: Customizable Entity Names
- 04/05/2024: HPI Carryover
- 03/27/2024: Updates to Immunization Reporting
- 03/14/2023: Global Payments ACH Certification
- 03/12/2024: HPI Box
- 02/28/2024: CDA Tab, Document Grouping, Block Sorting & Filtering
- 03/15/2024: Bulk Sign and Co-Sign & Sign Functionality
- 02/15/2024: Update to Claim History Button
- 02/14/2024: Surescripts Record Locator & Exchange (RLE)
- 02/13/2024: Psychosocial Assessment & Note
- 02/12/2024: Calendar Attachment in Appointment Notifications
- 02/05/2024: Practice Logo in Patient Portal
- 02/01/2024: Multi-Device for GPI
- 01/26/2024: Active & Inactive User Search Filter
- 01/12/2024: Telehealth for Additional Appointment Types
Release Notes 2023
- 10/25/2023: Appointment Related Communications Update
- 10/19/2023: Electronic Health Information Export
- 10/18/2023: Create Claims Queue Enhancement
- 10/13/2023: Changes to External EMR Notes View
- 10/05/2023: Appointment Scheduled Notification in Messaging
- 09/20/2023: Update to File Sharing in Patient Messaging
- 09/14/2023: Update to Patient Portal Messaging
- 08/29/2023: Patient Self Check In + Patient Portal Integration
- 06/13/2023: Patient Messaging for Appointments and Registration Events
- 05/30/2023: Appointments in Patient Portal – Added Actions
- 05/11/2023: Appointments in Patient Portal
- 03/20/2023: New Appointment Cancelation Method
- 03/16/2023: Correctly Populated Copay
Release Notes 2022
- 09/13/2022: New Patient Registration Changes
- 08/22/22: Sunset of NCIt QUOM Codes for e-Prescribing
- 08/01/2022: Scheduler View
- 01/03/2022: MIPS Group Reporting Functionality
Release Notes 2021
- 10/22/2021: Controlled Prescription Tasking
- 10/19/2021: Process Change for Adding of All User Types
- 10/07/2021: Patient Portal Update: Additional Information tab
- 08/26/2021: New EPCS Workflow *UPDATED*
- 08/12/2021: POLICY CHANGE: User Creation and Management
- 07/28/2021: Redesigned Medications Page
- 07/28/2021: New EPCS Workflow
- 07/15/2021: UPDATED: 2FA for Practice Users
- 07/02/2021: MIPS Patient Portal Access Opt Out
- 07/12/2021: Remove Stored Credit Cards
- 06/30/2021: Two-Factor Authentication (Practice)
- 06/28/2021: Text Message Communication for Appointments
- 06/18/2021: Set Up Drop Down Options
- 05/18/2021: Adjustment Types – Bundled/Timely
- 05/07/2021: Assign Note Button
- 04/01/2021: Virtual Waiting Room – Chat Notes
- 02/10/2021: New Patient Registration
Release Notes 2020
- 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 Visit
- 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
Release Notes 2019
- 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
Release Notes 2018
- 11/20/2018: Rx Change and Cancel
Release Notes 2017
- 6/23/2017: Final release of our new scheduler
- 04/10/2017: 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
Release Notes 2016
- 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
Release Notes 2015
- 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
Release Notes 2014
- 10/04/2014: CQMs, Patient Note Access Via Portal, Incoming Transition of Care Referrals, Patient Search Enhancements
- 07/18/2014: Updated Meaningful Use Reports, Health Maintenance & Clinical Decision Support Rules, Opt Out Communication Contact
- 05/30/2014: Patient Portal Login Update
- 04/25/2014: Patient Representative Portal Access
- 04/11/2014: Consent Management, Permission Tooltips, Immunization – Vaccine Funding for Children (VFC)
- 03/21/2014: Patient Portal – View Summary Notes, Appointments & Requests
- 03/14/2014: CMS 1500 Version 02/12 Claim Form
- 02/28/2014: EMR Note Search, RxNorm & NDC Codes Added to Medications, Fax Confirmation
- 02/14/2014: Updated ERx Messages, Patient Educational Materials, Population of Location
- 01/24/2014: ICD-10 Preparation Update
- 01/10/2014: Electronic Preventative Services Selector (ePSS), Sexually Active Field, Health Maintenance Rules, Women’s History
Release Notes 2013
- 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
Release Notes 2012
- 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
Release Notes 2011
- 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
Release Notes 2010
- 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