Last night's release closes out the month with a few sharp updates. Your front desk can file a fax to the right patient's case no matter the status, and patients see a balance that matches what they actually owe.
Here's what moved as September ends.
Broadened Fax Matching - Thom added a patient search field to the Fax page so you can attach an incoming fax to any case, whether active, inactive, or a referral. Recent cases appear by default and a quick search finds the rest, so every fax can land where it belongs.
Aligned Patient Portal Balances - Bob matched the Patient Portal billing page to the balance on the case Financial card. Patients now see a clearer view of what they owe, factoring in unapplied prepayments already received.
Some of this week’s work happens behind the scenes, quietly keeping the rhythm steady into autumn or laying groundwork for a future release.
Geographic Client Filtering - Ann added expanded filters to our internal geographic practice map, making it easier to analyze client locations and regional density at a glance.
Improved EOB Sorting - David sharpened our automatic document sorting for inbound EOBs, ensuring trailing pages filled with vital details stay attached to the main file instead of splitting off separately.
See you in October!
Terra Anderson, Product Trainer at StrataPT