Monthly New Features Highlights – January 2023
New Features Available on Production Servers! Patient Messages Mailbox This new feature allows the practice the ability to be more transparent with patient communications internally as well as provide better patient experiences when interacting with the clinician outside the clinic setting. Practices are able to set up more general mailboxes such as for their billing department, scheduling questions, and any communications that may not be provider specific. This gives the practice more flexibility on how patients can communicate with them through messages. Automatic Document Publishing A new feature allows the practice to set up documents that can be automatically published to the patient’s portal based on their appointment. Patient Phone Numbers to Barcodes A new feature that automatically adds the patient’s phone number as a barcode. Patient Statements Option to display Date of Birth A new feature that provides an option to display the patient’s date of birth on their statements. XDocs Macro Management A new feature that allows for macros to be renamed and managed without opening an existing document. Flexnote Updates Updated FlexNote where Salted Values are highlighted for visibility and automatically de-highlighted once the values are updated. New option to easily add addendums within FlexNote. Click here for detailed information on new features on app servers
Monthly New Features Highlights – December 2022
New Features Available on Production Servers! Patient Responsibility Estimator A new feature that allows the practice to view patient responsibility. Billing Widget Update The Billing Widget now has the new option for individual users to set favorites for their modifiers similar to what we do with ICD/CPT Codes. Auto Check-out by Appointment Type A New feature that allows users to automatically check out patients based on appointment type. Schedule Alerts Updated Alerts for patient balances that go over or under a set threshold. Documentation Updates FlexNote now has a set of new features including creating tasks within a note, highlighting for unreviewed fields, and adding an addendum to completed notes. XDocs now has additional logging features. Click here for detailed information on new features on app servers Optimizations Patient Portal Optimizations A new setting for the preferred patient portal version. Patient portal logs now include portal version, portal link, and delivery method used. Patients can now view their medications in the CareToMe patient portal. Appointment Type Summary Report now includes a unique patient count.