November Updates! 💫
Top 5 Features
Scheduler redesign 🐳 - Hit the green "+" button for a cleaner, faster appointment flow.
QR & Text to Pay! - Click "Send payment link" and patients pay instantly from their phone via QR code, text, or email. No more fumbling for cards at the front desk. Faster payments, smoother checkout.
AI Summaries ✨ - It’s like having an executive assistant prep you before every patient. Read it in 20 seconds and know everything that matters: A summary of their latest health forms, your previous SOAP note, plus a timeline of appointments. Auto-generated 12 hours before their visit (or instantly when you need it). Walk into every room prepared and confident. We are excited about this feature and hope you enjoy it 😊
HIPAA-compliant messaging - Your messages got a makeover! Now with that WhatsApp/Messenger feel everyone loves. 😃 Use the "+" button for attachments and templates - patients also get the same intuitive design.
Nitro Mode 🚀 - Review transcriptions and finalize notes from one page with fewer clicks. Get out the clinic door faster 💕
More Important Updates
Email notifications redesign 🧑🎨 - Redesigned to cut through the noise and guide patients to what matters: completing their health forms so you get better data.
Phone number required - Turn on the new setting in Patient Portal to require phone numbers when patients book online.
Pass credit card fees to patients - Automatically charge transaction fees. Find the setting in Stripe Integrations.
Reply-to email settings - Choose whether patients can reply to email notifications. Set it to your office email, practice email, or keep "no-reply". Find it in Patient Notifications settings.
Health History Summary (HHS) redesign - Our coolest patient chart feature just got even better. Cleaner UI, easier to read, all the info you need at a glance.
Troubleshoot portal access - New dashboard flow identifies the issue and shows you exactly how to help. Password recovery, registration, verification—we guide you through it all.
Quick copy - Click the two-square icon to copy phone numbers and emails to clipboard.
FullScript Labs Integration - Now offering lab reports through FullScript! Login to your FullScript account to enable lab ordering today to take advantage of tons of functional medicine labs you can order for your patients.
SMS notification preferences - Patients' first text includes a quick link to customize settings. No login required. Prevents notification fatigue and keeps them engaged instead of blocking everything.
Patient list upgrades - New filters: creation date, policies pending, health forms incomplete. New export columns added: "Created on," "Last Visit," "Follow up Appointment."
Duplicate patient flow - Smoother process to identify and resolve suspected duplicates.
Other Calendar Improvements
Faster scheduling - Booking appointments weeks or months out? We're showing available slots quicker.
Copy work hours - Quickly copy your work hours to clipboard and paste them into your schedule. Faster availability setup.
Now indicator - Red line marks the current time on your Home page.
Home page options - Looking for display settings? Check the gear icon to hide tags and cancelled appointments.
Charting & AI
Work alongside AI Scribe - Edit one SOAP field while AI Scribe transcribes into others. Work together in real-time.
Email confirmation for TS & TP - See notes for when staff sent treatment summary and treatment plan notifications.
Recommendation schedule improvements - Cleaner grid layout, better text wrapping, and added "bedtime" option for supplement timing.
"From history" in Treatment - Access previous treatment recommendations directly in your SOAP note.
AI Scribe pulse recognition - AI Scribe now recognizes Cun, Guan, and Chi positions. Say "left Guan pulse is wiry" and it transcribes accurately.
Other Financial
Patient membership management - Patients can sign up for and manage memberships from their portal Finances page. You get notified when they take action.
Keep paid services - Sessions already paid for through memberships stay intact even after cancellation.
Good Faith Estimate for treatment plans - New optional checkbox adds financial totals, disclaimer section.
Coupon codes for pre-payments - Apply coupon codes when patients pre-pay for sessions.
Patient portal tips - Patients can now add tips when paying through the portal.
Claims & Insurance
Insurance payment clarity - Patient names now visible in "applied payments" so you know where money went.
Multiple billing profiles per provider - Create different billing profiles (NPI, EIN, Taxonomy, etc.) for each provider and assign them to specific insurance companies. Perfect for in-network vs out-of-network billing. It’s now part of our Insurance Enterprise Plan.
Clean up your claims list - Hide uncreated claims you don't need to process. Recover hidden claims anytime if you made a mistake.
Faster claim write-offs - New shortcuts speed up the write-off process w/ERA processing.
Patient insurance page refresh - New look with better organization. All insurance details visible at a glance.
EOB posting clarity - New adjustment lines in invoice history explain exactly what changed when EOBs are posted (copayment, coinsurance, non-covered amounts).
Smarter claims validation - Automatic alerts stop you from submitting 97810 and 97813 together, require proper acupuncture code selection, and verify complete addresses.
Corrected claims tracking - Version history for claim submissions, batch ID search, EOB correction markers, and improved date filtering. Same defaults for payer assignments across EOBs and ERAs.
Upcoming Features!
Claim Eligibility Verification - Coming very soon (~5wks) with Claim.md
Marketing Automations ✨ - AI-powered tools engage patients automatically. Nurture leads and keep current patients coming back—with minimal effort.
Intelligent Health Forms - Redesigned for higher completion rates with custom forms tailored to your practice. AI mines patient data for treatment summaries while you track engagement metrics.
Upselling Packages and memberships - Prompt patients to buy packages or memberships while they book.
Payroll - Track staff hours with clock in/clock out, manage service and product commissions, and generate detailed compensation reports.
Integration with HandCraft Health - please check them out, they are amazing - Drop Ship your Chinese herbs!
New reporting - Separate reports for packages and memberships, and a patient retention report to identify patients overdue for visits.
And so much more..
