View the Last Clinician who Updated a Note

You can now see who most recently updated a note directly from the chart face. The initials of the last clinician to edit the note now appear next to the note status, regardless of the note status.

Hover over the initials to view the clinician's full name, the type of update made, and the date and time of the change.

The badge updates automatically whenever a clinician makes changes to a note, including updates to note text, diagnoses, medications, service codes, appointment links, assigned user, site, note date, follow-up details, and other clinical note fields.

The Last Edit badge updates immediately after changes are saved and always reflects the most recent action performed on the note.

View the Next Due Treatment Plan Date in the Chart Face Header

You can now see the next due treatment plan date directly in the Chart Face header, making it easier to identify upcoming work at a glance.

Note: Select the displayed date to open the corresponding treatment plan.

The header displays the earliest due date across all treatment plans associated with the chart, including General and Chemical Dependency treatment plans.

• If multiple treatment plans have different due dates, the earliest date appears in the header.

• If multiple treatment plans share the same due date, the date from the oldest treatment plan appears.

• If no treatment plan has a due date, the header displays N/A.

Examples:

• General Treatment Plan 1 due on 12/12/2026

• General Treatment Plan 2 due on 03/05/2026

• Chemical Dependency Treatment Plan due on 03/01/2026

Result: The Chart Face header displays 03/01/2026.

Select the displayed date to open the corresponding treatment plan.

You only see due dates for treatment plans you have permission to access. If you do not have access to any treatment plans, the header displays N/A.

Send Secondary and Tertiary Claims Using Chart-Level Payer Routing

You can now route claim balances through primary, secondary, and tertiary payers more accurately before assigning any remaining balance to the patient.

When a primary ERA or manual payment is posted, the system checks the patient’s chart for additional active insurance coverage. If a secondary or tertiary payer exists for the encounter date of service, the claim moves to the next payer instead of being assigned directly to the patient.

This update also improves the Next Responsibility workflow. The Next Responsibility list now uses active payers from the patient’s chart, even if those payers were not included on the original claim submission.

What's New

• Automatically detects secondary and tertiary payers after the primary ERA is posted.

• Updates the claim status to Ready for Secondary or Ready for Tertiary when additional payer responsibility exists.

• Routes claims to the Unbilled tab.

• Adds a filter in Billing Worklist so you can show only claims that are ready for secondary submission.

• Allows billers to manually create, hold, or pause secondary claim submission from the queue.

• Prevents balances from moving to patient responsibility until all payer responsibility is exhausted.

Next Responsibility Improvements

The Next Responsibility list now displays payers from the patient chart whose coverage dates include the encounter date of service.

• The system suggests the next responsible payer automatically.

• You can still change the selection manually, including selecting Patient.

• Only active payers for the encounter date of service appear in the list.

Additional Improvements

• Reports now reflect the correct payer responsibility.

• Patient statements now include only the amount that is truly the patient’s responsibility.