What’s New This Week

Merge Services Within Cost Groups

Organizations can now control how services are grouped within cost groups, instead of defaulting to one service line per day.

Admins can configure service merging:

• Across cost groups
• Over a defined time span (days, weeks, or months)
• Using either the earliest or latest service date

Only one service date is applied per merged line, based on the selected rule.

Result: Claims can generate as consolidated service lines when appropriate, aligning better with payer expectations and reducing fragmented billing.

Shared Dollar Limits Across Multiple CPT Codes

You can now enforce a single dollar-based billing limit across multiple CPT codes under the same insurance, matching real-world payer rules where different services contribute toward one shared cap.

Key behaviors:

• One billing limit can apply to multiple cost configurations
• Limits are enforced by total billed dollars over a defined period
• Overrides remain code-specific

Claims across participating CPT codes draw from the same remaining balance and are blocked once the shared limit is reached.

Unsaved Notes Warning for Activities and Member Profiles

To prevent accidental data loss, users are now warned when navigating away from an activity or member profile with unsaved note changes.

When this happens, a confirmation modal prompts users to:

• Save changes, or
• Discard changes and continue

Alphabetized Template Lists Across the Platform

All backend template lists are now automatically alphabetized, making large template libraries easier to scan, manage, and maintain consistency across teams.

Call Center: Unread Message Management and Member Linking

The Call Center experience has been upgraded to make message handling clearer and navigation more seamless.

New capabilities include:

• Clear unread message indicators across the Call Center, dashboard, and phone widget
• Messages automatically marked as read when opened
• Ability to manually mark messages as unread
• Consistent styling across all Call Center surfaces
• Direct links from messages to associated member profiles

When navigating from a Call Center message to a member profile, users can return to the same message thread without losing context. During active calls, the phone widget stays open to preserve call continuity.