7/29/2026 Release Notes (2.0)

In this article, you'll learn about our update to:

EHR:

• Manage Referrals & Orders statuses
  • Update status of a Referral or Order
  • Editing Referrals & Orders
• Zoom in and out in the Calendar Week View

RCM:

• Improved patient-facing documents accessibility: superbill, unapplied/applied payment receipt
  • Simplified Applied Payment Receipt
• Payment IDs are Available in Reports
• New Claim Adjudication Report in RCM

How to Manage Referrals & Orders statuses

You can assign a status to each Referral & Order to reflect its current stage. Keeping statuses up to date helps ensure that only active items are available when scheduling appointments or documenting encounters. 

Each Referral & Order can have one of the following statuses: 

• – The Referral or Order is still being prepared and is not yet ready for use. 
• – The Referral or Order is currently in use and available for selection in appointments and encounters. 
• – The Referral or Order has been temporarily paused but is expected to resume in the future.
• – The Referral or Order is no longer valid and should not be used. 
• – The Referral or Order has been fulfilled. 
• – The Referral or Order should never have existed and should be considered 'void'.

Only Active Referrals & Orders are available for selection when creating or updating appointments and encounters.

If a Referral or Order has any other status, it remains in the patient's record but cannot be selected for new appointments or encounters.

Update Status of a Referral or Order

To update the status of a Referral or Order:

1. Open the Patient Chart and navigate to Referrals & Orders.
2. Click the ID of the Referral or Order you want to update.

3. In the Referral/Order Summary, click More Actions and select the desired status.

   The selected status is applied immediately.

Editing Referrals & Orders

You can update the Provider and Notes fields only when:

• The Referral or Order is not associated with a signed encounter.
• Its status is Draft or Active.

Once a Referral or Order is associated with a signed encounter, the Provider and Notes fields become read-only to preserve the integrity of the signed medical record.

You can learn more about Referrals & Orders by following the link:

• Document Referrals & Orders of your practice

Zoom In and Out in the Calendar Week View

We've made it easier to customize your calendar view.

In additional to the horizontal scroll, you can now zoom in or out in both the Day and Week views to adjust the size of the calendar, making it easier to read appointment details or view more of your schedule at once.

• Hover over the calendar to access the Zoom control at the bottom of your screen.
• Adjust the zoom level anywhere from 50% to 150% based on your preference.
• Your appointments and schedule automatically scale to match the selected zoom level, providing a more comfortable viewing experience.

Patient-Facing Documents Accessibility Improvements

We've enhanced the quality and accessibility of several patient-facing documents to provide a more consistent and professional experience when viewing, printing, or sharing them.

The following documents have been improved:

• Superbill
• Applied Payment Receipt
• Unapplied Payment Receipt

What's Improved

• Improved document formatting for greater consistency across different devices and operating systems.
• Updated fonts and increased font sizes to improve readability and accessibility.
• Enhanced document generation reliability to help ensure documents are created and displayed correctly.

These improvements make patient-facing documents easier to read, more accessible, and more consistent, regardless of where they are viewed or printed.

Simplified Applied Payment Receipt

As part of these accessibility improvements, we've also simplified the Applied Payment Receipt to display only the information most relevant to the patient's payment.

The following fields have been removed from the receipt:

• Cost of Service
• Patient Responsibility
• Patient Balance

This streamlined layout makes the receipt easier to understand while keeping the focus on the payment that was applied.

Payment IDs are Available in Reports

Recently introduced Payment IDs are now available in key payment reports, making it easier to identify, reference, and navigate to payment records throughout RCM.

The enhancement has been applied to the following reports:

• Insurance Payments Report
• Insurance Payments by Remittance Report
• Payments by Payment Category Report
• Payments by Payor and by Service Code Report

The new Payment ID column is displayed alongside existing payment details (such as Payment Date, Status, or Description, depending on the report). In the Payments by Payment Category and Payments by Payor and by Service Code reports, Payment IDs are also clickable, allowing you to navigate directly to the corresponding payment record.

New Claim Adjudication Report in RCM

We're excited to introduce the new Claim Adjudication Report - a powerful reporting tool designed to simplify denial management and provide greater visibility into how payers adjudicate your claims.

To access the report, navigate to the Reports dashboard in RCM. The Claim Adjudication Report is available in the report list on the left side of the screen.

To generate the report:

1. Click + New Report
2. Select the desired reporting period
3. Click Generate

IMPORTANT: The reporting period is based on the Remittance Received Date, not the claim DOS or payment date. The report includes only claims associated with remittances received during the selected date range.

Note: If multiple remittances were received for the same claim within the selected period, each remittance will be displayed as a separate row.

The report provides a comprehensive view of claim adjudication, including:

• Claim information
• Payer adjudication status
• Insurance Adjustment Codes (CARCs)
• Remittance details
• Payment and adjustment amounts