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 Total Number of Results in Reports

To assist with data verification and record management, reports display a summary of the total results found. This allows for a quick count of records without the need to export the data to an external file.

• Location: The total number of results is located at the bottom of each page, appearing directly before the date and time the report was generated.

• Format Example: 30 Results, Generated on: MM/DD/YYYY 00:00 PM EST

• Availability: This feature is available across all major report types, including Billing, Productivity, Clinical, and Demographics reports.
  

New: Deposit Summary Report

1. Location
2. Clinician
3. Client

New: Payments Summary Report

Simplified Secondary Claim Management

We have enhanced how the system handles payer transitions by prioritizing active coverage found on the patient’s chart. This update ensures secondary insurance is billed before shifting balances to the client, significantly reducing the need for manual responsibility adjustments.

• Automatic Secondary Payer Identification: Previously, posting a primary claim without the P/S checkbox selected would default the next responsibility to the client. Now, the system automatically checks the patient’s chart; if an active secondary payer exists, the next responsibility is routed to them instead of the client.
  

• Streamlined Secondary Claim Submission: When a claim is sent to the primary payer with the P/S checkbox selected, the system now automatically creates a secondary claim with a "Ready for Secondary" status. The claim will move from the Billed to the Unbilled tab, where billers can easily locate it by filtering for the "Ready for Secondary" checkbox.

• Manual Control: While these updates automate the workflow, billers retain full control. You can still manually override and adjust responsibility to any party, including the client, as needed.