Small improvements can make a big difference. These upcoming updates focus on clarity, speed, and reducing visual clutter across everyday workflows without changing how your team already works.
Here’s what’s new.
Smarter Scheduler Experience
The Scheduler now gives you clearer control and visibility throughout the day.
When scheduling a discharged patient, you’ll now receive a confirmation prompt before reactivation. This ensures intentional re-entry into care and prevents accidental status changes.
New appointment status icons make it easy to instantly recognize No Shows, Cancellations, Check-Ins, and Upcoming visits at a glance. Combined with customizable collapsed view toggles, you can tailor the Scheduler to match your workflow and manage your day with confidence.
A Simpler Navigation Experience
The navigation menu now allows an additional level of simplification.
Click Show Less to collapse the menu and reduce visual clutter. Click Show More when you need the search box or full list of options. This keeps your screen clean while still giving you quick access to what you use most.
Prescription Alerts with Change Requests
Medication Prescription Alerts now centralize errors, refill requests, and Change Requests into one clear workflow.
- Red alerts indicate transmission errors.
- Yellow alerts indicate refill requests.
From there, you can open the patient chart directly or in a new tab to review full clinical context and approve, edit, or decline Change Requests eliminating back-and-forth phone tags and keeping medication workflows efficient.
Smarter Chart Experience
The patient chart just got smarter and more streamlined.
Allergies now appear directly in the top banner and can be edited by clicking there keeping critical clinical information visible at all times.
Today’s encounter stands out clearly, documents can be managed directly from the timeline, and the Add Document menu is now accessible from the encounter timeline, document widget, or main toolbar within the patient chart.
Clinician notes have also been enhanced to provide a direct communication line between providers and the front desk regarding patient needs during office visits improving coordination in real time.
Smarter Care Plan Controls
The Care Plan Editor now prevents conflicting discount setups.
You can no longer apply both plan-level caps or discounts and CPT-level discounts at the same time. If a plan-level discount is entered, CPT-level fields automatically disable and vice versa.
If a conflict already exists, the system displays a clear error message and prevents saving until the issue is resolved. This ensures clean financial configurations, predictable patient balances, and fewer billing errors.
Distraction-Free Provider Room Kiosk
The Provider Room Kiosk now opens in a separate browser tab as a clean, standalone view.
The left-side navigation bar is removed, preventing access to other areas of the system and protecting patient privacy. Using full screen mode keeps the experience streamlined and secure during patient interactions.
Easier Password Setup
The Set Password experience has been redesigned to be clearer and easier to complete.
This helps users finish setup quickly without unnecessary steps or confusion.
Designed to Improve – Not Disrupt
These updates are designed to reduce clutter, improve visibility, and help teams move faster while preserving the workflows you already know.
Small changes. Smarter workflows. Better control across the system.
