We have some exciting updates coming your way in our January 30, 2024 release. These updates include:

Engagement

Analytics

You can now choose to request patient insurance information in custom scheduling links. Insurance fields were previously available in the general scheduling link only.

If you would like the custom scheduling link to include fields related to the patient's insurance information (Primary Insurance, Member ID, and Group Number), select the Request insurance information checkbox during setup.

Quickly review which scheduling links request insurance information from the Custom scheduling links tab in the Request insurance information column:

Save even more time with DI statements! Easily add patient statements to your next bulk payment request by selecting the Attach DI statement checkbox. Click on Preview to open the DI statement and view an example of what the statement will look like when patients receive it. The dollar amount due will be unique to each patient.

Now you can download and print a copy of any payment or refund from the Payments Transactions tab. Simply locate the desired transaction, hover over Payment receipt and click Download PDF.

Engagement Payment Plans are now integrated with treatment plans. Engagement Payments users will experience a more streamlined treatment presentation and acceptance process.

Once a treatment plan has been accepted and the patient has chosen a payment plan, they'll have the opportunity to add a payment method. All you'll need to do next is choose the recurring charge date and activate the plan.

In this release, we are implementing a new security feature intended to eliminate the capture of full credit card data in a non-secured format. Any custom forms attempting to capture a full credit card number for authorization purposes will not be captured in compliance PCI-DSS requirements. Instead, the patient will receive an error notice that they appear to be submitting a full credit card number, which is not allowed.

In addition to reviewing visualized data by clicking on the report icons found in the Scorecard header, you can also jump to a visualizations only view by clicking on the Visualize Time Period and Visualize Trends tabs.

The Visualize Time Period tab makes it easy to communicate and present data without the need for multiple complex spreadsheets. Hover over each bar graph to quickly view the details of each selected metric and goal (if set).

The Visualize Trends tab is a great tool that you can use to visually compare successes and/or struggles among locations or providers.

Hover over over each data point to quickly view the details of the selected metric. Click on the location or provider name to hide/show the trend line from the presentation.