Electronic Signature Timestamp
Signature timestamps are displayed on supported billable forms and PDFs, making it easier to verify when documentation was electronically signed. If a signature is updated, the timestamp is updated automatically using the practice's selected time zone.
👉 Learn more about electronic signature timestamps.
Expanded Payer-Specific Rule Options
Payer-Specific Rules now support Service Code and Place of Service as additional rule criteria.Practices can create more targeted billing rules by combining payer, provider, service code, and place of service conditions to better match their billing workflows.
👉 Learn more about configuring Payer-Specific Rules.
Client Tags in the Ledger
Ledger entries now always display the latest client tags.
Changes made to a client's tags are automatically reflected throughout existing ledger records, helping keep client information consistent without affecting other historical client details.
👉 Learn more about client tags in the Ledger.
Insurance Company Selection Improvements
Selecting an insurance company is now faster and more reliable in both the Client Profile and Client Portal.
The insurance company list now scrolls smoothly, supports easier searching, and only allows valid payer selections, helping prevent incorrect insurance information from being saved.
👉 Learn more about managing client insurance information.
