Updates That Matter
Another release, another round of improvements based on your feedback. We’ve tightened the screws, added some polish, and rolled out features designed to make your workflow even better.
What’s New?
New Integration: Parachute Health Now Available
We’re excited to announce that our platform now supports integration with Parachute Health! This new integration streamlines your workflow and enhances efficiency by automating the patient and order creation through Parachute’s digital ordering platform. To get started, please reach out to your Parachute Health account representative.
Provider PECOS Enrollment: On-Demand Verification Now Available
We’ve enhanced our PECOS functionality to give you more flexibility and control when managing referring providers.
What’s New:
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On-Demand PECOS Verification: Manually verify a provider’s PECOS enrollment status anytime.
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How to Access:
Navigate to Management > Referral Hub > Referring Providers, select a provider, and click “Verify Now”.
Ongoing Automation:
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Monthly automatic PECOS verification will continue, keeping your records accurate and up to date.
New Permissions for Outbound Campaign Reporting
We’ve introduced new permission settings to give you greater control over access to outbound campaign reports.
What’s New:
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Granular access controls are now available for the following reports:
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Outbound Campaign Audience Overview
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Outbound Campaign Performance
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Admins can update user roles to manage visibility and ensure the right people have access to the right data.
Auto Crossover Claims: Payer Information Now Displayed
We’ve improved transparency in billing workflows by adding visibility into payer activity for Auto Crossover claims.
What’s New:
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When a remit (835) shows that a claim was forwarded to another payer, that payer information is now visible:
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In the invoice sidebar
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On the EOB PDF
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This update makes it easier to track claim routing and understand payer activity at a glance.
Scheduling Enhancement: Copy Team Member Schedules
We’ve improved schedule copying to make team calendar management more flexible and efficient.
What’s New:
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You can now copy a team member’s schedule even if the destination user already has existing appointments or time blocks.
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This enhancement streamlines schedule updates without requiring a blank calendar.
New Unit of Measure: “Foot (FT)” Added as Purchase Unit
To support more flexible purchasing workflows, we’ve introduced a new unit option.
What’s New:
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“Foot (FT)” is now available as a Purchase Unit when defining Units of Measure.
Order ID Now Available as an Autofill Field for Forms
We’ve enhanced form customization to help improve data accuracy and reduce manual entry.
What’s New:
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Order ID can now be selected as an autofill field in custom forms.
Redesigned Patient Statements: Enhanced Clarity and Detail
We’ve refreshed the layout and content of patient statements to make them easier to read and more transparent.
What’s New:
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Cleaner, more organized format for improved readability
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Added details to help patients better understand charges, payments, and balances
Invoice Printing Enhancements: More Billing Details Included
We’ve improved the invoice print feature to provide more detailed billing information for better clarity.
What’s New:
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Billing Provider Tax ID is now displayed on printed invoices
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Agency Claim Number included when required by the Bill To Payer
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HCPCS Modifiers shown alongside procedure codes on the invoice
Order Custom Fields Now Available in Payment Reports
We’ve expanded our reporting capabilities to include Order Custom Fields in key financial reports for more detailed insights.
What’s New:
• Order Custom Fields are now visible in:
o Payment Remittance Report
o Payments by Channel Report
Inventory Adjustment: Auto-Use of Last Recorded Purchase Price
We’ve enhanced inventory adjustments to improve cost accuracy.
What’s New:
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When adding stock via Inventory Adjustment, the system now automatically applies the last recorded purchase price for the added items.
Discontinued Items Excluded from Purchase Orders
We’ve improved purchase order creation by ensuring discontinued items are no longer included—whether orders are created manually or automatically.
New APIs for Insurance Payments and Invoice Management
We’re excited to introduce new API endpoints that enable creating insurance payments and applying both insurance and patient payments directly to invoices, streamlining your billing and payment workflows.
Billing / Payment Invoices API:
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POST
/v2/payments/{paymentId}/invoices— Create payment invoice(s) -
GET
/v2/payments/{paymentId}/invoices— List payment invoices -
PUT
/v2/payments/{paymentId}/invoices/{paymentInvoiceId}— Update payment invoice by ID -
DELETE
/v2/payments/{paymentId}/invoices/{paymentInvoiceId}— Delete payment invoice by ID
Billing / Payments API:
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POST
/v2/payments— Create a new payment -
GET
/v2/payments— List payments -
GET
/v2/payments/{id}— Get payment by ID -
PUT
/v2/payments/{id}— Update payment by ID -
DELETE
/v2/payments/{id}— Delete payment by ID
These APIs provide greater control and automation in managing payments and applying them accurately to invoices.
Ongoing System Performance Improvements, Bug Fixes, and Optimizations
We continue to enhance system stability and efficiency through ongoing performance improvements, bug fixes, and optimizations to deliver a smoother user experience.