You can now print payment receipts to provide clients with proof of payment. Payment receipts are available from the Account Ledger and Calendar.

• Print a receipt from payment details in the Account Ledger.
• Print a receipt from an appointment using the Print Receipt option.
• Review the receipt in a print preview before printing.
• Receipts include payment and client information, such as the practice name and address, client name, payment date and time, payment amount, payment source, and applicable transaction details.
• Receipts for refunded payments include the original payment amount and refunded amount.
• The receipt displays the location associated with where the payment was collected.
• For Nexio payments, receipts include the applicable confirmation number and transaction ID.
  

For more information about printing payment receipts, see Printing Payment Receipts knowledge base article.

Claim Submission Summary Report

Analyze claim submission activity with the new Claim Submission Summary Report. The report provides a summary of submitted claims and associated charges, with options to:

• Group results by Payer, Rendering Provider, Submitter, or Service Location.
• Filter claims by Submission Start and Submission End dates.
• View the number of claims submitted and total charges for each group.
• View grand totals for all submitted claims and charges.
• Search and export report results in CSV, PDF, or Excel formats.
  

For more information, see the Claim Submission Summary Report knowledge base article.

Data Requirements Enhancements 

Data Requirements now provides expanded support for Group Therapy Progress Notes. This note type can be included in data requirement rules and exceptions for Diagnosis Codes, Follow Up, Linked Appointment, Service Codes, and Time Spent.

Follow Up can also be configured as a required field for supported note types. When configured as required, the Follow Up field must be completed before the note can be compiled. If the field is blank, a validation message identifies the missing field, and the note cannot be compiled until the field is completed.

Refer to the Configure Required Fields for Clinical Notes knowledge base article.

Improved Accessibility in Clinical Note Headers

Clinical note headers have been updated to improve text contrast and readability, making links and interactive controls easier to identify and use.