All Product Updates

A smooth road trip isn't just about having a great engine; it comes down to clear highway signs, flexible cruise control, and direct exit lanes that don't force you into unnecessary detours. When every control on your dashboard responds the way you expect, you can just sit back and enjoy the drive.

Today's release is all about smooth cruising. Progress note timing now bends to fit different payer requirements, you can fax non-clinical documents straight from a case without the extra task, flat rates show up right where you need them, and we rebuilt a key stretch of Mako’s road to keep your data moving.

When you tumble out of bed and head into the clinic, the goal is to pour yourself a cup of ambition and get right to caring for your patients. You shouldn't have to spend your day wrestling with unnecessary system tasks, hunting down missing data, or opening a second support ticket just to attach a file.

This Wednesday, we're making sure your software doesn't stand in the way. We’re clearing out unnecessary referral tasks, giving you file uploads right from the start, and making sure our internal tools automatically remember familiar senders the moment they say, "Here you come again."

A watchmaker's bench rewards precision. The whole mechanism can drift out of time or stop working entirely if a gear is cut a hair too wide, a mainspring is wound too tight, or a screw isn't properly set. When every component is fit just right, it just runs.

Today's release is a bench full of small recalibrations. We've made improvements to the schedule based on the feedback we received, taught authorizations to recalculate themselves as changes are made on the fly, tuned claim-scrubbing rules across several payers, and smoothed out a handful of scheduling controls that were sticking.

During the morning rush at a busy coffee shop, speed comes down to small ergonomic details. A sticky grinder dial, a register prompt demanding extra notes, an off-kilter cooler door - any one can stall the whole line. When every button, tool, and surface is dialed in, the shift flows.

Today's release clears that kind of friction across the counter. We've smoothed schedule scrolling on specific devices, made payment notes optional again, silenced false policy-error alerts, and sharpened Stub Authorizations and Medicare fee estimates.

When you remodel a space, the true test is how it feels when you walk through the room every single day. If a cabinet door swings open and bumps into your elbow, you don't scrap the whole kitchen; you re-hinge the door, adjust the footprint, and make sure every inch works in harmony with the rest of the layout.

That is exactly how we approached this update to our Schedule. After listening closely to your detailed feedback from last week, we took the feature back to the drawing board for a precision re-tooling. The refreshed schedule sidebar is live today, built around the way your clinic moves.

Some releases are about paint and decor, adding a big splash of new color. Some are about the framing behind the walls. Today’s is one of those: quieter on the surface, but laying the foundation that upcoming features will stand on. We’re teasing a new schedule experience, sharpening claim-tracing visibility, and handing pieces of repetitive AR work off to Mako’s automation.

When you’re working at a master craftsman’s workbench, real speed is unlocked by having the right tools within reach and keeping your workspace free of clutter. Unnecessary odds and ends or dull tools on the bench only slow down your momentum.

Today’s release is us setting up your workbench. We are sweeping away unnecessary clutter - removing abandoned calendar blocks from inactive staff, hiding dormant settings, and giving you direct CSV exports - while installing smart safeguards to stop billing loops and keep your daily operations running smoothly.

Sometimes you have to try it on to know

You can love how an outfit looks on the rack, but you don’t really know how it performs until you step into the fitting room with it. We announced the upcoming new sidebar for the schedule earlier this week but, for some, this morning was the first time you heard about it. Within a few hours your feedback made it clear that pieces of the new layout were getting in the way, and we rolled it back the same morning, before it could impact a full day’s work.

The idea (consolidating your waiting list, cancellations, and deletions into one always-visible panel) is part of a bigger vision for making the schedule easier to work from. But once it was in real hands, a few situations turned out to make your schedule harder to view, not easier. So rather than force an uncomfortable fit, we pulled it back. Your feedback is already shaping what comes next.

This is exactly why our Early Access program exists: test things with a smaller group, listen hard, and adjust fast, before a change goes out to everyone. We’re going to continue building new features that improve your experience, and we want to make sure they are an actual improvement. If you’d like early eyes and a voice on what’s coming next, send us a note through a support ticket and you’ll get connected with the product team.

**Beginning this Friday your schedule will now show an always-visible sidebar as you scroll. Inside you'll find your Waitlist, Canceled, and Deleted appointments. **

If you’ve ever had to hunt around your page to see whether the waitlist was on the side or below your schedule depending on the size of your screen, that’s exactly what we’re fixing. The schedule now scrolls within its own container instead of the whole page sliding left and right, so the sidebar stays beside it no matter how full your schedule gets. Everything you act on all day now lives one glance away, so filling a gap in your schedule or reworking the day takes a click instead of a scroll-and-search. Nothing you rely on has gone away, it’s all in the same place, just always in view.

Here's a more detailed look at what's changing:

1. As you scroll, your schedule and the new sidebar will stick to the top of your screen, giving you the ability to quickly scroll in any direction on your schedule
2. The sidebar will include a tab for your waitlist, canceled appointments for the day, and deleted appointments. A settings tab will give you quick access to your legend and other cards that were on the schedule.
3. When editing your appointment types they'll now load in a pop-up with more room to make the changes you need.
4. You can set the priority of your waitlist by dragging and dropping appointments within the list
5. The waitlist now includes more details from your underlying waitlist notes, making them easier to see and prioritize.

Ever hit the express lane only to have a rogue tag set off the register? The item’s fine, but everything stops for a manual price check. Small snags, big slowdowns.

Today’s release is about clearing the express register: pulling the stray “tags” that trip up policy re-validations, laying the scanner track for Mako to speed through payer portals, and handing the team better tools to bag support files fast.