New filters

The following filters are now available:

• Primary Insurance – Filter clients by primary insurance payer. 
• Secondary Insurance – Filter clients by secondary insurance payer. 
• Gender – Filter clients by gender. Select a value from the list.

Filters appear in this order: Client, Primary Insurance, Secondary Insurance, and Gender.

New columns

The following columns have been added to the report:

• Primary Insurance Member ID – Displays the member ID for the client’s primary insurance.
• Secondary Insurance Member ID – Displays the member ID for the client’s secondary insurance.
• Tertiary Insurance – Displays the client’s tertiary insurance details.
• Tertiary Insurance Member ID – Displays the member ID for the tertiary insurance.
• Tertiary Insurance Copay – Displays the copay amount for the tertiary insurance.
• Other Insurance Member ID – Displays the member ID for additional insurance on file.

These columns are available in PDF, CSV, and Excel exports.

You can now control access to the Deposit Summary and Payments Summary reports using role-based permissions.

To assign permissions:

• Go to Settings > Practice Settings > Roles & Permissions.
• Select Edit for the desired role.
• On the Update Role screen, expand Reports, then select:
  • Access Deposit Summary Report
    
  • Access Payments Summary Report
    
    

Appointments Report: Added Fields to Export

New fields are now available in the Appointments Report when exported to CSV, Excel, or PDF. These updates improve data completeness and support external integrations. Existing fields are now structured into separate columns (such as first name, last name, and address components) for better usability. The export format has also been simplified to make the file easier to read and work with.

The following fields are available in the export. Newly added fields are shown in bold:

• Appointment ID
• Appointment Date
• Appointment Time
• Type
• Location
• Clinician First Name
• Clinician Last Name
• NPI
• First Name
• Last Name
• MRN
• DOB
• Gender
• Email
• Phone
• Address
• Address 2
• City
• State
• Zip Code
• Chart ID
• Status
• Duration
  

New SMS Log Report

A new SMS Log Report is now available to help you track SMS reminders sent to clients. The report provides visibility into message delivery status, appointment details, and client responses such as confirmations or cancellations.

Use filters such as date range, client, and status to narrow results and focus on specific records. The report also includes error details for messages that were not successfully sent or delivered.

You can export the report in CSV, PDF, or Excel format.

Access to this report is controlled by user permissions.

For more information, see the SMS Log Report knowledge base article.

Update Payment and Posting Dates in Manual Post Payments

You can now update the Payment Date and Posting Date for posted payments directly from the Manual Post Payments (MPP) Worklist. This enhancement helps align payment records with bank deposit data and makes it easier to correct date entry errors. Select the date field and use the calendar picker to choose a new date. After you update a date, the system displays a confirmation message. Updated dates are automatically reflected in the Payments/Adjustments tab and related reports to help maintain consistent payment records across the system.

Related article: Batch Manual Payment Posting