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Product Releases

Release 1.91 & 92

04/26/2026

Releases 91 & 92 enhance system visibility and accuracy by expanding Activity Log tracking across key actions, improving statement balance logic and totals, supporting extended ZIP code formats, enabling payer-specific NPI rules, adding better alert categorization, and ensuring real-time supervisor updates in the Treatment Team.

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Release 1.90

03/29/2026

We introduce a new Deductible claim status with filtering, expanded Activity Log coverage, and standardized cancellation types in Payroll Reports for clearer tracking and reporting.

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Release 1.89

03/11/2026

New improvements include saved Calendar iQ filters, a Middle Name field in Client Profiles, and more accurate Previous Note Autofill.

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Release 1.87 & 88

02/25/2026

Turn session insights into Treatment Plans instantly with AI Form Filling — plus track all document activity in one central log!

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Release 1.86

01/29/2026

AI Form Filling is here! Plus new Client Engagement insights and expanded auto-sending statements.

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Release 1.84

01/07/2026

This update includes automations for superbills, more detail in client balances, smarter progress note alerts and added filters to the payroll report.

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Release 1.83

12/17/2025

This update includes more granular control of billing rules, improved support for claims with multiple modifiers, automations for billing statements and more.

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Release 1.82

12/08/2025

With this update, preferred names are now displayed across the platform and the Portal without impacting insurance. Practice Intelligence can now answer questions about your clients and financial data.

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Release 1.81

11/19/2025

With this update, Prescribers can now Access E-Prescribe without leaving your note. Practice Intelligence levels up.

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Release 1.79

10/26/2025

This update includes improvements to Practice Intelligence, ability to prompt clients to enter insurance info through their Portal and new details have been added to the transaction report.

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Release 1.78

10/15/2025

This update allows payer-specific billing rules to be configured for no-show and late cancel fees

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