Updates Incoming Please Watch! 🚀
What's Coming Next! 🚀
This Sunday (June 8th), we're launching important updates that we've been working on for 6 months. Please watch the video! There are chapter markers 😊
We've been busy! This update brings dozens of user experience improvements and exciting new features to make your practice run even smoother.
New Features
Macros - Save time with quick text shortcuts for notes and treatment summaries
Streamlined Patient Registration
Email addresses now replace usernames (existing usernames still work)
Patients get a simple code when booking - no links to click
Google sign-in option for Gmail users when need to reset.
New patients only need name and email (DOB only required if PHI exists)
Enhanced Packages - Create multi-service packages like "Acupuncture + Massage"
Custom Acupuncture Points - Add motor points and custom points to your protocols
New Dashboard - Fresh interface replacing the old demographics view
Improved Superbills - Combined superbill/invoice view accessible from invoices
Message Drafts - Save and return to unfinished messages
Custom CPT Tags - Add personalized tags to CPT codes on insurance claims
New Reports - Dashboard overview and insurance payment tracking reports
UI/UX Improvements
Redesigned Patient Portal Booking page - Complete booking page makeover
Cleaner Interface - Common actions now grouped under "Actions" buttons
Streamlined Check-in - Reorganized buttons and improved flow for billing and check in.
New Telehealth Interface - Fresh design with updated backgrounds
Visual Credit Card Status - Red (expired), green (active), clear (no card)
Expandable Health History - Larger view with arrow controls
Simplified Billing - "Edit Invoice" and "Edit Claim" replace old "charges" system - much more intuitive.
Solo Practice Optimization - Removed unnecessary fields for single practitioners
Patient Health Concerns - "Problem List" rebranded with improved selection flow in portal
Enhanced Check-in - Now includes payor information
Advanced Filtering - New "select all" options with tiered filter levels
Improved Note Creation - Streamlined flow for linking notes to invoices during check-in
Collapsible AI Scribe Player - Mini player with expand/collapse controls
Tablet Optimization - Multiple improvements for iPad and tablet users!
Better Navigation - Go from notes to invoices and claims so much quicker - they are all grouped together!
Noteworthy Additions
Missed Appointment Assistance - When patients cancel via portal, easily charge missed appointment fees from the schedule
Staff Appointment Confirmation - Staff can now confirm appointments alongside patients
Customizable Patient Fields - Make "other information" fields like marital status, ethnicity, occupation inactive as desired
Enhanced Search - Find information within treatment summaries now
Schedule Notes - Add reference notes directly to work hours on your schedule
Custom Brand Colors - Use hex colors in patient portal for brand matching
Stripe Payment Defaults - Choose whether to save patient cards by default
Package Compliance - Packages and superbills now respect your TOS procedure settings
Flexible Room Assignment - Option to disable room allocation in settings
Notification Signatures - Providers have choices for selecting signature options
Smart Duplication - Copy acupuncture points, ICD10 codes, and procedures when duplicating
Schedule Printouts - Room assignments now included in printed schedules
Custom Handout Order - Reorder and rename handouts shown in patient portal
Recommendation Schedule - More Improvements coming soon
Upcoming Features!
Claim Eligibility Verification - Verify patient insurance coverage before submitting claims
A new "Finish Notes" Mode 🦾 Complete AI Scribe review of notes and get them finalized quickly! This is coming soon.
Marketing Stuff! ✨ If we can help you make more money through automated drip campaigns for your patients, that will be nice!
Pay with QR and Text!
An Acu & Chiro CoPilot! 😎
Integration with HandCraft Health - please check them out, they are amazing! 🤩
