When you’re reviewing patient records, handling billing, or managing clinic communication, tiny gaps in information, like wondering which year a previous visit took place, or whether a teammate saw an important note, can disrupt your momentum. Having the full picture right in front of you keeps everyone moving.
This release is focused on giving you fuller context, so you have the details you need without digging.
Here’s what moved:
Full-Year Appointment Dates - Rayyan added the year to the date column on the Appointments page for both past and upcoming visits. Scanning a patient’s visit history is now easier, with the ability to distinguish this year's visits from last year’s.
Action-Ready Patient Refund Tasks - Ann enhanced how patient credit balance tasks are generated. Your team now receives an automatically generated task displaying the credit amount upfront, complete with options to approve the refund or close it out with a documented reason.
Reliable Read Receipts - Thom and Dante corrected how ticket threads display readers. Hovering over the eyeball icon now consistently shows who has viewed each message.
Some of this week’s work happens behind the scenes, quietly keeping things moving or laying groundwork for a future release.
Automated Medical Record Remark Tracking - Elise built an automation for claims returned with remark codes indicating a payer requires medical records. A follow-up item is now generated automatically for our team, helping records reach payers even faster.
See you on the next update!
Terra Anderson, Product Trainer at StrataPT