PDF Receipt Date Enhancement
Payment receipts have been enhanced to display the service date instead of the record creation date.
Receipt names now reflect the appointment or payment date in the client files for easier reference.
👉 Learn more in the support guide
Mental Health Diagnostic Codes Enhancement
New Mental Health diagnosis codes and descriptions have been added.
Codes are now available for selection and can be searched across the system.
Billing Rules Enhancement
Billing logic has been enhanced to prevent form-level edits from impacting billing rules.
Form edits no longer modify billing rules, modifiers, or claim mappings tied to the related event.
👉 Learn more in the support guide
Form Name Visibility Enhancement
A new Form Name column has been added in the Progress Note Log and Client Files.
This allows users to easily identify which form template was used without opening the document.
👉 Learn more in the support guide
Calendar Date Range Enhancement
Calendar filters have been enhanced to retain selected date ranges while navigating the system.
Date selections remain consistent across sessions and devices until manually changed.
👉 Learn more in the support guide
