| Month/Year |
Release Highlights |
| April 2024 |
- Patient Demographics Update for Billing and Platform
- General improvement for Billing, Clinical, and Tebra Payments
- Resolved issues for Billing, Clinical, Platform, and Tebra Payments
|
| March 2024 |
- New eLab Experience
- Online Scheduling: Visit Reasons
- Resolved issues for Clinical and Engage
|
| February 2024 |
- Enhancement: Provider Shells
- Practice Growth: Variable Duration Scheduling
- Payout Details Report
- General improvement for Billing and Clinical
- Resolved issues for Clinical and Platform
|
| January 2024 |
- General improvement for Clinical
- Resolved issues for Clinical and Tebra Payments
|
| December 2023 |
- Payouts Summary Report
- Practice Growth: Reputation Management
- General improvement for Billing and Clinical
- Resolved issues for Clinical, Platform, and Tebra Payments
|
| November 2023 |
- Psychotherapy Notes
- Electronic Case Reporting
- Send Patient Documents
- Surveys & Reviews Management
- General improvement for all modules
- Resolved issues for Billing, Clinical, and Platform
|
| October 2023 |
- Customized Reports
- General improvement for Billing, Clinical, and Engage
- Resolved issues for Billing, Clinical, and Platform
|
| September 2023 |
- Self-Pay Billing Workflow: Patient Payments
- Telehealth Pre-Call Test
- General improvement for Billing, Clinical, and Platform
- Resolved issues for Billing, Clinical, and Platform
|
| August 2023 |
- Billing Reports: Appointments
- General improvement for Billing
- Resolved issues for Billing, Clinical, and Platform
|
| July 2023 |
- Customer Care Center Improvements
- General improvement for Billing and Platform
- Resolved issues for Billing and Mobile
|
| June 2023 |
- Payment Method
- Enhanced Drug Search
- General improvement for Billing, Clinical, and Platform
- Resolved issues for Billing, Clinical, and Platform
|
| May 2023 |
- Self-Pay Billing Workflow: Fees
- Charge Capture Settings: Submit to Billing Status
- General improvement for Billing and Clinical
- Resolved issues for Billing, Clinical, and Platform
|
| April 2023 |
- General improvement for Billing and Clinical
- Resolved issues for Billing and Platform
|
| March 2023 |
- Self-Pay Only Workflow
- General improvement for Billing, Clinical, and Platform
- Resolved issues for Billing, Clinical, and Platform
|
| February 2023 |
- Patient Portal: Itemized Charge Receipt
- General improvement for Billing, Clinical, and Platform
- Resolved issues for Billing, Clinical, and Platform
|
| January 2023 |
- EPCS Renewals
- Facesheet: Last and Next Appointment
- General improvement for Billing and Clinical
- Resolved issues for all modules
|
| December 2022 |
- Unsigned Notes Dashboard
- General improvement for Billing and Clinical
- Resolved issues for Billing, Clinical, and Platform
|
| November 2022 |
- Self-Pay Charge Capture: Add Payment and Approve Charge
- Visit Reasons: Default Procedure Codes
- General improvement for Billing
- Resolved issues for Billing, Clinical, and Platform
|
| October 2022 |
- Send Text to Patient from Location
- Enhanced Message Center
- General improvement for Billing, Clinical, and Platform
- Resolved issues for Billing and Platform
|
| September 2022 |
- General improvement for Billing and Clinical
- Resolved issues for all modules
|
| August 2022 |
- Facesheet Refresh
- General improvement for Billing, Clinical, and Platform
- Resolved issues for Billing, Clinical, and Platform
|
| July 2022 |
- Payment Record Log
- In House Dispensing Pharmacy
- Facesheet Refresh
- General improvement for Billing and Clinical
- Resolved issues for Billing, Clinical, and Platform
|
| June 2022 |
- ERA Splitting Options
- General improvement for Billing, Clinical, and Platform
- Resolved issues for all modules
|
| May 2022 |
- Treatment Plan Text Shortcuts
- Message Center Enhancements
- General improvement for Billing and Clinical
- Resolved issues for all modules
|
| April 2022 |
- Charge Capture
- Enhanced Pharmacy Search
- General improvement for Billing, Clinical, and Platform
- Resolved issues for Billing, Clinical, and Platform
|
| March 2022 |
- Notes AutoSave
- General improvement for Billing, Clinical, and Kareo Telehealth
- Resolved issues for all modules
|
| February 2022 |
- Restricted Charts: Auto-Assign Clinical Admins
- General improvement for Billing and Clinical
- Resolved issues for all modules
|
| January 2022 |
- Patient Portal: Last Reinvited Date
- Telehealth Visit Enhancements
- Resolved issues for Billing and Platform
|
| December 2021 |
- EPCS: Multiple Prescriptions in Clinical Note
- Birthday Message
- Patient Communication: Remove Telehealth Link in Text Messages
- General improvement for Billing, Clinical, and Platform
- Resolved issues for Billing, Clinical, Platform, and Mobile
|
| November 2021 |
- Automated Patient Billing
- Restricted Chart
- Weight-for-length and Head Circumference Percentile
- Online Appointment Booking: Minimum Notice Time
- Online Telehealth Scheduling
- General improvement for Billing and Clinical
- Resolved issues for Clinical, Platform, and Mobile
|
| October 2021 |
- Patient Statements: QR Code
- Contextual Help
- General improvement for Clinical and Platform
- Resolved issues for Billing, Engage, and Platform
|
| September 2021 |
- Unique Provider URL
- Enhanced Group Telehealth Appointment
- Virtual Waiting Room
- Enhanced Telehealth Room
- General improvement for Billing and Clinical
- Resolved issues for Billing, Platform, and Telehealth
|
| August 2021 |
- eRx Requests Dashboard Enhancement
- Patient Communication Customization: Telehealth
- General improvement for Billing and Clinical
- Resolved issues for Billing, Clinical, and Platform
|
| July 2021 |
- General improvement for Billing and Platform
- Resolved issues for all modules
|
| June 2021 |
- Send Patient Statements: Exclude Patients with Card on File
- Tailored Patient Chart View
- Patient Communication Customization
- Custom Form: Multiple Choice Questions
- Practice Online Scheduler: Add Logo
- Practice Online Scheduler: Hide Service Location
- Online Appointment Booking: Self-Pay
- Patient Payment Card Notes
- Insurance Case Conditions
- General improvements for all modules
- Resolved issues for all modules
|
| May 2021 |
- Medicare Promoting Interoperability Group Reporting
- General Improvements for Billing, Clinical, and Platform
- Resolved issues for all modules
|
| April 2021 |
- General improvements for all modules
- Resolved issues for all modules
|
| March 2021 |
- Treatment Plan: Patient Signature in Patient Portal
- Treatment Plan: Share in Patient Portal
- Treatment Plan: Goal and Objective Timeline
- ePrescription: Order Durable Medical Equipment
- Practice Level Online Appointment Scheduling
- Tentative Appointment Location Filter
- General improvements for all modules
- Resolved issues for all modules
|
| February 2021 |
- General improvements for Billing, Clinical, Platform, and Telehealth
- Resolved issues for all modules
|
| January 2021 |
- Stripe Credit Card Terminal for Billing and Platform
- MIPS: Query of PDMP Bonus
- CMS EHR Certification ID
- Restrict Access to Patient's Financial Details
- General improvements for Billing, Clinical, and Engage
- Resolved issues for Billing, Clinical, and Mobile
|
| December 2020 |
- New Treatment Plan Version History
- Tentative Appointments Provider Filter
- General improvements for Billing
- Resolved issues for Billing, Clinical, Platform, and Mobile
|
| November 2020 |
- New CQMsolution for Quality Measure Reporting
- Resend Telehealth Patient Links
- General improvements for Billing, Clinical, and Platform
- Resolved issues for all modules
|
| October 2020 |
- Enter drug information in the encounter or procedure
- New Days Supply field for medications and prescriptions
- New Long Term Care Facility history
- Enhanced Medication Reconciliation
- General improvements for Billing
- Resolved issues for Billing, Clinical, Engage, and Mobile
|
| September 2020 |
- New Kareo Telehealth for video visits
- New modified appointment confirmation notifications
- New Encounter Mode to track telehealth visits
- Resolved issues for Billing, Clinical, Engage, and Mobile
|
| August 2020 |
- New Patient Statements Delivery Report in the Desktop Application
- Updated Security Policy Options
- New Treatment Plans
- Enhanced Care Checklist
- General improvements for Billing and Clinical
- Resolved issues for all modules
|
| July 2020 |
- New Telehealth Consent Form Template
- Updated Appointment Confirmation Messages workflow
- Resolved issues for all modules
|
| June 2020 |
- New online appointment booking increments for Engage
- General improvements for Clinical and Engage
- Resolved issues for all modules
|
