What’s New This Week

View Completed Activities on Mobile

Mobile users can now tap on completed activities to see full summaries—just like on desktop. (No more guessing what was done!)

Primary Diagnosis Code Support for Claims

You can now mark one diagnosis code as “primary” when submitting claims, which helps reduce denials and ensures you're aligned with payer rules.

Easier Reissuance for Denied Claims

We’ve added original reference numbers to the claim details view. This makes it faster to reissue denied claims with the right context at your fingertips.

Custom Billing Consent Templates

Need different consents for different services? You can now assign specific billing consent templates based on activity type—offering more control and compliance.

Assign Users Automatically in Workflows

You can now use Flow and Recommendation Actions to automatically assign or unassign users in a workflow. This keeps transitions smooth and reduces manual steps.

Add Denial Reasons to Manual Claims

If you mark a claim as denied manually, you can now log the reason directly. This adds transparency and keeps your records clean.

Support for Shared Billing Codes with Different Costs

Have multiple pricing models for the same service code? You can now use a new "Title" field to differentiate claims by cost and context.

Paid Date in Claim Exports

Your exported CSVs now include a “Paid Date” column—making it easier to match payments with your Stripe payout records.