Release 1.91 & 92
Activity Log Enhancements
The Activity Log has been expanded to include additional actions across the platform, providing greater visibility into user activity.
- Calendar iQ: Tracks when events are created, edited (including drag-and-drop changes), or deleted
- Ledger: Tracks key financial actions such as adjustments, refunds, settlements, insurance payments, and invoicing
- Client Profiles: Tracks when client profiles are created, updated, or deleted
Each activity entry includes:
- The user who performed the action
- The affected client (when applicable)
- A clear description of the action performed
- A timestamp based on the Practice Time Zone (or UTC if not set)
Statement Enhancements
Improved Balance Display
- Statement balances now display as positive values for amounts due
- Credits (overpayments) are shown as negative values
- Fully paid items display as $0.00
Display for Denied, Deductible and Rejected Claims
- Statements now show $0.00 or the correct payment amount for denied, deductible or rejected claims
Improved Total Calculations
- Statement totals now include adjustments and refunds
- Totals accurately reflect all payments and transactions shown on the statement
ZIP Code Field Update
ZIP Code fields now support extended formats (5, 6, 9, and 10 digits), including the use of a dash when applicable.
This ensures compatibility with payer requirements and improves data accuracy across the system.
Payer-Specific Rule for Claim Box 33 (Billing Provider NPI)
A new configuration allows practices to define payer-specific rules for the Billing Provider NPI in Claim Box 33.
- Supports different NPI values based on payer and provider combinations
- Defaults to the Practice/Group NPI when no rule is configured
Revision Needed Alert Log – Note Type Column
A new Note Type column has been added to the Revision Needed alert log to improve visibility and prioritization.
- Displays the type of note associated with each alert
- Available for sorting and included in exports
Supervisor Display in Treatment Team
- Supervisors now appear automatically in the Treatment Team without requiring a page refresh
- Prevents duplicate entries when already assigned
