Rule Out Diagnoses in Clinical Notes

Clinicians can now rule out diagnoses to document diagnostic uncertainty without impacting billing, claims, or reports. 

What’s new

• A new Rule Out checkbox is available next to each diagnosis.

• Ruled-out diagnoses are clearly marked as “(ruled out)” in the compiled note.

• Ruled-out diagnoses are excluded from claims, billing, and productivity reports.

How It works

• Select the Rule Out checkbox to rule out a diagnosis.

• When ruled out:

  • The diagnosis is removed from the active diagnosis list and chart face.

  • The diagnosis does not appear on claims or billing-related reports.

  • The diagnosis continues to carry forward to subsequent notes and retains its ruled-out status.

• Clear the checkbox to restore the diagnosis to the active list.
  

Important notes

• Ruled-out diagnoses:

  • Always remain visible in the Diagnosis modal.

  • Do not appear on:

    • Claims

    • Billing report

    • Denials report

    • Productivity report

Why this matters

The Rule Out feature helps clinicians:

• Safely document evolving clinical impressions.

• Plan treatment more effectively without disrupting billing workflows.

• Reduce liability and improve audit readiness by clearly distinguishing suspected, confirmed, and ruled-out conditions.
  

Learn more

1. For details, see Rule Out a Diagnosis in the Knowledge Base.
   

Manage Statement Delivery by Contact Method

Practices can now control how client statements are delivered by allowing or preventing delivery through specific contact methods—email, SMS/Text, or mail—on a per-client basis. This enhancement helps practices honor client preferences and avoid unwanted statement delivery.

What’s new

• Statement Delivery Settings are now available in the Communications tab under a new accordion:

  • Manage Statement Delivery Settings

• The accordion includes three opt-in controls:

  • Allow statement delivery by email

  • Allow statement delivery by SMS/Text

  • Allow statement delivery by mail

• All three options are enabled by default for new and existing clients.

How it works

• When a delivery option is cleared:

  • The corresponding contact detail (email, phone number, or mailing address) is excluded from the statement transmission file.

• If a client is opted out of all three delivery methods:

  • The client is excluded from the transmitted statement file.

  • The Transmit button is disabled for that client, with a tooltip explaining why.

• When transmitting multiple statements:

  • Statements for clients opted out of all delivery methods are skipped.

  • Their transmission status is marked as Transmission Failed.

Practice configuration requirement

• The Manage Statement Delivery Settings accordion is available only to practices configured for Vendor Statements.

• If the practice is not configured, the accordion appears disabled with guidance to contact Customer Support.

New permission

• A new Billing permission is available:

  • Manage Statement Delivery Settings

• This permission:

  • Is enabled by default for all existing and new users.

  • Controls access to manage statement delivery options.

  • Displays a tooltip if access is restricted, directing users to contact their administrator.

Why this matters

• Gives practices greater control over statement delivery.

• Prevents unintended communication with clients.

• Ensures statement transmissions align with client preferences and practice policies.
  

Learn more

1. For setup steps and screenshots, see Managing Statement Delivery Settings for Clients in the Knowledge Base.
   

Improved Visibility and Accuracy When Moving Payments to Unapplied

What’s enhanced

• Unapplied Payments Report now reflects accurate remaining unapplied amounts after redistributions and refunds.

• Billing Report shows correctly netted applied transactions when payments are moved to unapplied.

• Payments/Adjustments displays a complete transaction history by adding a dedicated row for unapplied payments.
  

Additional Filters for Client Statements

The statements page now includes additional filtering options to help billing teams more precisely control which client statements are generated—especially useful for larger practices.

What’s new

A new row of filters is now available beneath the existing statement filters, providing more flexibility when selecting statements based on balances, insurance details, and prior statement activity.

Navigate to More > Statements from the left sidebar to view the newly added filter options, as shown below.

 

New filters available

Client Balance

• Select an operator (Equal to or Greater than) and then enter the desired amount.

• Leaving this filter blank includes all client balances.

Insurance Balance

• Select an operator (Equal to or Greater than) and then enter the desired amount.

• Leaving this filter blank includes all insurance balances.

Insurance Type

• Multi-select filter displaying insurance types configured in your system.

• All insurance types are selected by default.

Exclude Last Statement Date

• Use From and/or To date fields to exclude statements generated within a specific date range.

• Either date can be entered independently; both are not required.

• When populated, statements generated within the selected range are excluded from the results.

Why this matters