Think of this release as a good mobility session: no singular big new feature, just a little more range everywhere you reach. Today’s update brings improvements ranging from linked appointment histories and early-bird reminders to cleaner digital signatures and smarter billing logic.
Here’s what moved with this release.
Linked Past Appointments - Rayyan linked past appointments on the case’s appointments page directly to their spot on the schedule, opening past visits on the calendar just like upcoming ones. He also added a Status column right next to the appointment time, so reviewing a patient’s visit history takes just one glance and one click.
Earlier Reminder Delivery Times - Ann added 8:00 AM and 9:00 AM delivery options for automated appointment reminders, giving practices the flexibility to notify patients bright and early.
Targeted Unscheduled Patient Tasks - Rayyan fine-tuned the unscheduled patient tasks automation so that new tasks only appear for cases that have a target number of visits per week set.
Reverted Draft Task Alignment - Thom aligned draft document task behavior with document status. When a completed document is reverted to draft before charges go out, the completed draft document task reverts along with it.
Smoother Digital Signature Capture - Thom improved the signature capture field on patient engagement forms. Signature capture now registers the moment a patient lifts their finger or stylus for a cleaner stroke.
Self-Pay Reset on Removed Policies - Thom updated case billing rate logic for situations where an insurance policy was added to and later removed from a new case before charges went out. The case now resets back to self-pay rather than maintaining the insurance tag.
Part A Exclusions for New Clinician Claim Holds - Rayyan updated the staff assignment workflow so Part A payers billed under the organization are excluded from automatic Medicare claim holds when onboarding new clinicians.
Refined Credentialing Follow-Ups - Elise refined payer displays in pending credentialing ticket follow-ups, automatically filtering out payers with a $0 balance to keep your list clean and actionable.
See you on the next update!
Terra Anderson, Product Trainer at StrataPT