June 2025 Updates: Advanced Care Plan Features, Visit Plan and Finish Later Workflow

We’re committed to enhancing your workflow with every update. Our latest release introduces new smart features designed to help you work more efficiently, so you can focus on what matters most—delivering exceptional care.

Advanced Care Plan Features

CPT Grouping – Bundle related procedure codes (e.g., 99202‑99204) so usage and remaining visit counts are tracked together.

Discounts at CPT / Group Level – Apply distinct discounts to specific CPT codes or groups instead of one discount for the entire care plan.

Visit Plan

Design complex visit recurrence patterns—such as tapering from five visits a week to one—within a single interface. (Previously called “Bulk Schedule” in ClinicMind 1.0.)

Finish‑Later Workflow

The “Finish Later” option is now visible directly in your documentation toolbar, making it easy to pause charting without clicking “Complete” first.

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