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Financial Update

Release notes from the August 19th Release

Updated over 5 months ago

New Financial Layout

We have revamped the financial section of the patient's chart to help bring more information about the transactions.

You can find detailed help guides with all the details here:

Changes Include:

  • New invoice modal that shows payments applied to the invoice

  • Better clarity on copays

  • Link directly to the claim or invoice

  • Show who collected the copay

  • Show which DOS the copay is for

  • Show if the Copay has been "released"

New Failed Communication Report

Added a new report to show any failed faxes or emails sent by practice users.

Bug Fixes

  • Fixed an issue where users couldn't edit / add goals on templates

  • Discharge note type will now suggest the last progress note or eval

  • Other Minor Fixes

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