Changelog - Athelas

Insights

Rules Are Now Available at Every Site

The Rules list for billing rules, with All Rules, Active Rules, and Drafts views and columns for each rule's priority, ID, scope, state, status, name, actions, and conditions

The Rules page under Automations reached every site on September 18, together with the rule creation tools that were in beta in July and August:

Everyone at your practice can view rules. Creating, editing, submitting, and switching rules on or off take write access, which your practice admin can add to a role.
Describe a rule in plain language and the AI rule builder drafts it for you. Test it against real claims before it goes live.
Parent sites can clone rules to their child sites in bulk. Conflicts are listed first, and you can swap the payer or skip the rule. Clones arrive as drafts, and you can put several drafts into effect at once.
Ask for a rule to be turned on or off from its Properties panel. Depending on how your practice works with Athelas, the change takes effect right away or goes to review first, and you can cancel a pending request.
The rules list adds a Drafts view next to All Rules and Active Rules. You can filter it by rule ID or by Failed state, and Shift-click to select a range of rules. When you go back to the list, your search is kept and the rule you opened is highlighted.

See The Rules Tab, Create a Rule, and Clone Rules Across Sites.

Dashboards Are Now Available at Every Site

Building a dashboard, with the Add a metric panel open and each metric tagged Financial, Biller Productivity, or Clinical

Dashboards, which entered beta in August, reached every site on September 18. Users with your practice’s admin role or the Dashboards permission can open it, and admins can give other people access. September also added:

Duplicate a template or an existing dashboard, then edit your copy.
The Add A Metric panel tags each metric Financial, Biller Productivity, or Clinical, groups the library by category, and lets you filter by category.
The biller leaderboard can be grouped by team.
Drilldowns can be searched and sorted, and View Claims opens the claims behind a number in a new tab, so you keep your place on the dashboard.
Payer filters can include or exclude payers, A/R tiles show the date their data is as of, and year-to-date tiles can be broken out by month or by quarter.
First pass rate is now measured from each claim’s submission date.

See the Dashboards guide.

A New Look for Insights and Air

The new layout open on the Insights Overview page, with Global Search and the notification bell across the top, Scribe and Athelas AI at the top right, and the left navigation grouped into EHR, Insights, Daily Operations, and Utilities

Insights and Air opened in a new layout by default starting September 28, after a week in which anyone could try it:

Global Search sits at the top of every page. Press ⌘K (Ctrl+K on Windows) to find a claim, a patient, or a page.
The notification bell gathers notifications, requests, messages, tasks, and medication updates in one place.
Scribe and Athelas AI sit in the header, and the left navigation collapses to give the page more room.
Your profile menu switches between light and dark appearance. The Help menu links to the documentation, this changelog, and Give Feedback.
A short tour introduces the layout the first time you open it. For a limited time, Go back to old version in your profile menu returns you to the previous layout.

My Account and My Practice Are Now One Settings Page

Since September 15, My Account and My Practice have been tabs on a single Settings page. Open it from the gear icon at the top of the page, or from Settings at the bottom of the left navigation in the previous layout. My Account comes first, followed by your practice tabs, such as Team Members, PR Settings, Facilities, Providers, and Payers. Each person sees only the tabs they could see before, and old links to My Account and My Practice open the matching tab.

Front Desk Payments Appear on the Visit Right Away

Starting September 30, a payment your front desk collects at check-in appears on the visit as soon as the claim is submitted, instead of waiting for patient responsibility to be generated. It shows as an Upfront Payment, followed by an Upfront Payment Adjustment when patient responsibility is generated. This applies to visits on or after September 1, 2026. Nothing new is billed or collected from patients.

Claims Page: Filter by Status Reason, Download to Excel, and Arrange Your Columns

Filter by status reason. Type part of a status reason, such as a denial code or an error message, to find every claim that matches.
Download to Excel. Download the claims list as an XLSX file that keeps your view’s grouping, or as a CSV. Both include the columns you see on the page.
Arrange the page your way. Drag columns into the order you want, reorder your saved views, and add a filter on top of a saved view’s own filters. Display settings now sit apart from filters, with their own save and clear controls.
Create a claim in the order you work. Date of Service now sits right below the patient, so you can check eligibility and view eligibility history before you save the claim.
Open a rule from a claim. Each Rule # on a claim’s Review tab opens that rule on the Automations page in a new tab.
Activity feed and submissions. Sort the activity feed oldest first, and hover over an earlier submission error status to see its details. The submissions table adds Method and Submission ID columns.

See Organizing Your Claims Worklist.

Appeals and Medical Records on the Claim

Appeal and medical record submissions appear in the submissions table in Claim Context, next to the claim’s other submissions.
A new Packet Pending status marks a claim whose appeal or medical record packet is being prepared. A claim moves there when someone selects Request Appeal, or when Athelas determines from the denial codes that an appeal or medical records will resolve the denial. The claim moves on once the packet is submitted. Packet Pending is a workable status, so these claims appear in Workable Claims.

See Claim Statuses and Stages.

Write Off an Exact Amount on Each Procedure

On a single claim, you can now write off an exact amount on each procedure line and choose the adjustment type for each one. Each amount shows its procedure description, and the confirmation step lists every procedure and amount before you apply the write-off.Pushing a balance to patient responsibility is also much faster. The patient’s balance now appears within seconds instead of minutes, including after a write-off or a push from the claim form.

Filter Claims by Describing Them

If you aren’t sure which filter to use, choose AI filter in the filter menu and describe the claims you want, such as “unsubmitted claims from the last week”. The AI filter applies ordinary filters, so you can see which filters it chose, adjust them, and save the result as a view. The AI filter also works on the Appointments page. See Filtering with AI.

Athelas Assistant on Billing Pages

Athelas Assistant now opens by default on the Claims page, with quick starts for common billing tasks. Close it and it stays closed.
Analyze on a claim opens Athelas Assistant with that claim ready to review.
When a claim has a submission error, Athelas Assistant explains the error as soon as you open it.
Confirmation prompts now name the action and bold its target, as in Submit to Primary, so you can catch the wrong payer before you confirm.

Remittances: Deposit Slips at Every Site, and EOB Uploads Move to the EOBs Tab

The Deposit Slips tab reached every site on September 22. You can filter and sort deposit slips by file name, deposit date, amount, matching status, upload date, and parsing status.
Automatic matching of checks to bank deposits now uses the check number as the primary match.
Process Virtual Card now requires the check number, so the payment can be reconciled.
EOB Creation stopped accepting uploads on September 30. Upload EOBs from Remittances → EOBs instead. EOBs already started on EOB Creation can still be finished there.

See The EOBs Page.

The New Appointments Page Is Now the Default

Since September 14, the new Appointments page is the default at every site for users whose role includes the Appointments (New) permission. Admins can add that permission to other roles, and Switch to Classic Appointments Page is still available. Also new on the page:

From a parent site, you can run a live eligibility check on a child site’s claim, appointment, or patient.
Large sites load the page faster when filtering by missed collections or prior authorization denials.

See The Insights Appointments Page.

Patient Statement and Payment Settings

Only Send Post-Remittance PRs, on the Electronic and Paper tabs of Patient Statements, sends statements only for patient responsibility created after the remittance posts.
Apply statement config filters to manual statement downloads, under PR Settings → General, makes downloaded statements follow the same rules as statements you send.
Skip Specific Patients’ Address Validation, on the Paper tab, lets you send paper statements to selected patients whose addresses fail validation.
Prefer each user’s default card reader over last-used, under PR Settings → General, uses each staff member’s own card reader. Each person sets theirs in My Account → Card Reader.
Payment plans now appear on both the parent site and the child site.

Update to the October 1 Legacy Page Archive

This corrects our August 31 notice. On October 1, 2026, Submission Errors, Rejections, Denials Worklist, Claim Recon, Bulk Resubmission, and Encounter Details were retired for most sites, and links to them now open the Claims page. An Encounter Details link opens that claim. Some sites keep these pages a little longer, and your account manager can confirm your site’s date. The old Claim Details page and the old appointments page were not retired on October 1 and are still available. We will announce their retirement ahead of time.

[Beta Users Only] Bad Debt Automation

Bad debt automation follows patient balances through a sequence of statements, a final notice, and a write-off to bad debt:

Set it up from Automations → Workflows → New Workflow. Choose how many statements to send and how long to wait before the final notice, write the final notice wording, and set when the balance is written off to bad debt.
A final notice is held back when the patient has an active payment plan or an upcoming appointment, or when their balance is already with a collection agency.
The write-off is counted from when the final notice is delivered, not when it is sent, and every final notice appears in the patient’s Statements Sent and touchpoints history.
Review every balance in one table, filter it and save views, and pause, resume, or opt out a patient.

Contact your account manager for access.

[Beta Users Only] Eligibility Suggestions in Claim Context

When a claim is denied or rejected for coverage, Claim Context can now suggest the fix, such as adding or updating the primary insurance:

Hover over a suggestion to see the reason, a field-by-field comparison, and the eligibility checks it is based on.
Accept a suggestion to apply it, and undo it with one click if needed.
Filter the Claims page to claims with an eligibility suggestion, any suggestion, or no suggestion, and save the filter in a view.

Contact your account manager for access.

[Beta Users Only] Scheduled Report Delivery

Schedule the Revenue Activity report from My Reports and have it emailed on a regular schedule. The run history lists every past run, and Download all gets every file from a run at once. Contact your account manager for access.

[Beta Users Only] Checks and Deposits Tabs

For users with the Checks and Deposits tabs on the Remittances page:

Filter checks and deposits by payment method and receiving account, compare amounts in more ways, and find checks or deposits with no deposit source.
Checks show the payer name, and the former deposit source field is now Check Issuer.
A bank deposit links to its deposit slip.

Contact your account manager for access.

Bug Fixes and Improvements

Claims & Submission:

Claim PDFs on the Claims page generate several times faster.
Workers’ comp claims can be submitted by mail and by fax again.
Unsaved billing edits are no longer lost when the page refreshes in the background.
The diagnosis limit message shows how many diagnoses you entered.
The charge master shows the actual reason a charge item was rejected.

Eligibility:

Eligibility checks now find coverage for patients with hyphenated names.
An appointment’s Visit Limits section now shows the limits from the same eligibility result as its eligibility details, without running a new check.
A manual Check Eligibility task no longer closes itself because of an older check against a payer the patient no longer has.

Reports & Practice Data:

My Reports adds a Miscellaneous Revenue Activity report.
A new Practice Data page lists the adjustment types set up for your site. It is view-only.

Air

A New Prior Authorization Tracker

The new Prior Authorizations tracker on the Pre-Certifications view, with a utilization bar, stage, and status for each authorization

A rebuilt Prior Authorizations tracker under Daily Operations became available at every site on September 28. You can move between it and the classic tracker while your team gets used to it:

A utilization bar shows completed, claimed, scheduled, and available visits for each authorization, and changes color as an authorization runs low.
Each authorization has a Stage you can update from the table, and your practice can reorder stages in Preferences.
Notes appear on the table, and you can sort by remaining visits and by start or end date, reorder columns, act on several authorizations at once, and export to CSV.
The history timeline records facility and provider changes, and assigning an authorization to someone creates a task for them.
When a case is created with an insurance that requires prior authorization, the tracker creates a Needs Auth record for it automatically, and a warning appears while you create the case.

See Prior Authorization Tracking.

Clinical Tools on the Appointments Page

Since September 25, every Air site can run the clinic day from the Appointments page as well as the calendar:

Check a patient in, or undo a check-in, and open the chart note or facesheet straight from the appointment row.
The calendar’s alerts, for eligibility, copays, prior authorization, Medicare and workers’ comp, and intake completion, appear in the page’s alerts section.
Assign rooms and move patients through stages. Moving a patient into an occupied room moves the previous patient out, and you can filter by room and by stage.
Edit an appointment’s case, type, date, time, provider, and facility, add notes inline, and show clinical columns such as case, room, stage, and check-in time.
Download the facesheets for many appointments as one PDF.

See The Insights Appointments Page.

A New Look for Air

The new Air layout, with Global Search and the notification bell across the top, Scribe and Athelas AI at the top right, and the left navigation grouped into EHR, Insights, Daily Operations, and Utilities

Since September 28, Air opens in a new layout by default. Here is where to find things:

Global Search, at the top of every page, finds a patient, a claim, or a page. Press ⌘K (Ctrl+K on Windows) to open it from anywhere.
The bell beside it collects your notifications, requests, messages, tasks, and medication updates in one place.
Scribe and Athelas AI sit at the top right of every page.
The left navigation groups pages under EHR, Insights, Daily Operations, and Utilities. Collapse it with the button at the top left. Settings (the gear) and Help are at the bottom, next to your profile.
Switch between light and dark appearance from your profile menu.

For a limited time, Go back to old version in your profile menu returns you to the previous layout.

Smart Charge Capture and Care Notes Outside Physical Therapy

Two features that were in beta in August are now on at practices outside physical therapy:

Smart Charge Capture is on at every live site outside physical therapy as of September 23.
Care Notes is on at sites outside physical therapy. A fax can now be linked to care notes from Manage Care Notes on the fax, and a care note’s task can be assigned to a group.

Physical therapy practices can contact their account manager about access.

Procedure and Injection Orders at Every Site

The Procedure order type, which entered beta in August, is now available at every site. Record the procedure location, SIG, drug expiry date, lot number, NDC, units, route, and modifiers. When an in-house procedure order is completed, its CPT/HCPCS code fills into Services. Including procedures in order sets still requires order sets at your site.

Outreach Flows Analytics

Every site that uses Outreach Flows can now see how each flow performs:

Messages sent, delivered, failed, and opened (for email) by day, plus link clicks, including review-link and portal-link clicks.
Forms opened, completed, and partly completed.
Filter or group the results by patient and by facility. A summary table color-codes click-through rate, form completion, and trend.

See the Outreach Flows guide.

Plan of Care Tracker: Saved Views, Bulk Actions, and Upcoming Recertifications

POC Certification Tracking with the Upcoming Recertifications tab selected, showing a days-to-recertify badge and a days-overdue badge

Save the tracker’s filters as a view.
Select several plans of care and apply Exempt Script or Resend Fax to all of them.
A new Upcoming Recertifications tab and column flag certified plans of care that are due for recertification soon or are overdue.
The drawer links to the sent fax and shows why a plan of care was skipped, and exempted plans of care stand out in the Certified view.

See Plan of Care Tracking.

Financial Guarantor Replaces Financially Responsible Party

As of September 30, a patient’s demographics in Air use the same Financial Guarantor as their billing profile, replacing the separate Financially Responsible Party section. A change in either place shows up in both, and existing financially responsible parties were moved over. The Authorized Representative is still separate and still controls portal access. See Patient Demographics.

Clinical Conditions in EHR Alert Rules

Since September 21, EHR alert rules can also match on clinical conditions. These cover the patient’s problems (ICD-10), medications, allergies, procedures (CPT), and race, and whether the patient has lab orders, vitals, or an implantable device. See the EHR Alert Rules guide.

[Beta Users Only] Care Team Communications

When a provider signs and submits a visit note, Air can send the note to the patient’s care team automatically by fax or email. See Care Team Communications. Contact your account manager for access.

[Beta Users Only] Scheduling Templates Updates

Restrict a template’s blocks and slots to specific insurances or claim types. Availability, booking, and portal booking respect the restriction, and the overlap dialog shows insurance and claim-type conflicts.
Copy and paste template slots, or drag and drop them.
Assign one block to several facilities, and add notes to template blocks and calendar slots.
Only admins can create, edit, or delete templates.

See the Scheduling Templates guide. Contact your account manager for access.

Bug Fixes and Improvements

Preview the goals Air Scribe suggests before you apply them to the note.
A prescription you start keeps your progress if you leave the drawer before finishing.
Archive insurances you no longer use in EHR Preferences → Insurances. Existing patient insurances aren’t affected.
The calendar’s current-time line can show a timezone, set in EHR Preferences → General.

Insights

Self-Serve Provider-Level Adjustments

Check detail panel with the Provider Adjustments tab open, listing each adjustment's code, reason, amount, posting status, and actions

Your billing team can now work the provider-level adjustments on a remittance (overpayment recoveries, forwarding balances, interest, and small-balance write-offs) from the Provider Adjustments tab on a check:

Filter the Checks tab to checks with unposted provider adjustments, and filter by more than one posting status at a time.
Post adjustments to the check or to a claim, one at a time or in bulk.
Archive adjustments that should never post, unarchive them later, and see the reason an adjustment was archived or sent to manual review.
Reallocate a posted adjustment across claims, move a claim-linked adjustment back to the check, and post an adjustment that is waiting in Manual review.

See the Provider Adjustments guide for the full workflow.

Legacy Billing Pages Are Archived Starting October 1, 2026

Starting October 1, 2026, the legacy billing pages are archived, and their work continues on the Claims page and the new Appointments page. Each legacy page shows a banner with the date.

Submission Errors, Rejections, Denials Worklist, Claim Recon, Bulk Resubmission, Encounter Details, and the old Claim Details page are replaced by the Claims page.
The old appointments page is replaced by the new Appointments page.
The Denials and Encounter Working Status filters are retired from the Claims page. Saved views that used them no longer apply those filters and may show more claims, so check your team’s views.
The Recon and Rerecon work queues are renamed Decision Pending and Decision Inconclusive, matching the claim statuses of the same name.

More of the Claim’s Story in the Activity Feed

The Activity Feed on each claim now records more of what happens to it, so you can follow a claim without leaving the Claims page:

A badge on the activity feed icon shows how many comments a claim has, even while the feed is collapsed.
New events cover payment posting (one event per posting instead of several), patient charges and patient payments, remittances received, claims becoming ready to submit, and automatic deferrals.
Rework is tracked from start to finish: the feed records when medical records are submitted, when reprocessing is requested, and when an appeal is submitted, along with how each one resolves.
There is less noise. Procedure-level remittance events are consolidated, changes that net to zero are hidden, and rule-override events are worded more clearly.

Sales Tax on Custom Line Items

Practices that sell taxable products can now charge sales tax on custom line items. Turn it on in My Practice → PR Settings, then set a tax rate for each facility:

Sales tax appears as its own line at checkout and on receipts.
Patient statements and payment links show the tax.
Transaction reports include the sales tax collected on custom line item payments.

[Beta Users Only] Dashboards

Dashboards gallery in Insights showing the Financial Health Overview, Biller Productivity, and Clinical Operations dashboards

Dashboards is a new analytics page under Insights that puts financial and billing-operations metrics on one screen, queried live:

Financial health cards cover charges, payments posted (split between insurance and patient), net collection rate, days in A/R, A/R aging activity, first-pass and clean-claim rates, denials, and unassigned claims.
A biller leaderboard tracks productivity, and the whole dashboard can be filtered by biller.
Billing-mix metrics include paid per encounter, charged per encounter, and insurance paid per CPT unit.
Cards compare against the prior year or month and offer a quarterly view, and you can set a goal on a metric.
Click a card or a chart bar to drill into the claims or payments behind the number, then sort them and download a CSV.

See the Dashboards guide. Contact your account manager for access.

[Beta Users Only] Rule Creation Updates

Rule creation, which entered beta alongside the Unified Rules UI in July, picked up several additions:

Test a new rule against real claims before you activate it.
Parent sites can create rules for their child sites.
Every rule now requires a description, and rule names can be edited.
Conditions support IN and NOT IN operators and can be dragged between condition groups.
Inactive rules can be deleted, and each rule’s activity log accepts comments.

See Create a Rule. Contact your account manager for access.

Bug Fixes and Improvements

Claims & Submission:

Editing an institutional submission no longer requires a PPS (DRG) code.
When saving a claim adds a payer partway through a submission, Insights now asks which payer to submit to instead of resubmitting to the primary as a corrected claim.
Diagnosis codes starting with V, W, X, or Y now show the Accident Date field on the claim.
Switching a claim to self-pay no longer fails, and a prior authorization can be added again after one is deleted.
The insurance card shows the payer ID, the properties panel reads Provider instead of Rendering Provider, and Copy claim URLs puts each URL on its own line.

Claim Context:

The remittances table adds Ins Paid, PR Amount, and Other PR columns.
The submissions table adds a Created Date column, and submissions and remittances are listed newest first.
Claim-level adjudication appears first in payments, fully denied $0 procedures read N/A instead of Pending, and multiple submission error reasons are spaced apart.

Bulk Actions:

Arrow keys and Enter work inside action groups and in the insurance and provider actions, and Cmd/Ctrl+Enter saves a comment.
The More actions dialog closes after an action runs, the undo toast pauses while you hover over it, and a running bulk submission shows how many claims it is submitting.
Claims can be switched to self-pay in bulk, and pushing balances to patient responsibility accepts an exact amount per procedure, including $0.
The bulk adjustment step adds a Remaining balance row and a description for each adjustment reason code.

Views, Appointments & Patients:

Hovering over a saved view previews its ordering, grouping, and filters before you switch to it.
On the Appointments page, you can click a balance to print a patient statement, add an Appointment Type column, see a single Skipped Collection tag with the reasons on hover, and pick eligibility coverage values (such as Active or Inconclusive) when adding a filter.
The patient page’s overflow menu has a Go to… section that links to the patient’s claims and EHR profile.
Automatic pre-visit payment links now go only to patients who have an amount due.

Reporting & Posting:

My Reports adds a Patient Credits report in a new Month End Close section.
The Claim Details report shows the payer and payer group even before a claim is submitted.
Aging A/R PDF and detailed report totals now match, and the detailed report adds an Insurance Type column.
The 835 remittance uploader now accepts .dat files.

Air

Outreach Flows: Images, New Filters, and New Templates

Outreach Flows can now send richer, better-targeted messages:

Insert Image in the email editor to upload an image or paste its URL (up to 5 MB). Images render in Gmail, Outlook, and Apple Mail.
New targeting filters: Referral Type (for both patients and leads), Birthday (today, this week, or this month), and Portal registration status.
Four new suggested templates: Reactivation Campaign, Discharged Patient, Birthday Message, and Patient Portal Invitation.

See the Outreach Flows guide.

Eligibility Details in the Calendar

The appointment view in the calendar now shows more eligibility detail:

When the member ID on file differs from the one the payer returns, both are shown side by side, and an alert flags the mismatch automatically.
The patient’s available credits are shown on the appointment.
Results that come back Inconclusive (Site Action Required) now come with next steps.
A Report Issue flag lets staff report a suggested patient responsibility rule that looks wrong.

Automatic Lead Creation from Faxes

Faxing preferences showing the Patient Lead Fax Configuration section with the Enable auto lead generation from faxes toggle and the Default Lead Type setting

Air now turns inbound referral faxes into Lead Tracker leads without manual data entry. When a referral fax arrives, Air reads it, pulls out the patient’s name, date of birth, and contact information, and creates a lead linked back to the fax.

Turn on Enable auto lead generation from faxes in Preferences → Administrative → Faxing, then choose the lead type and Lead Tracker stage for leads created from faxes.
Faxing and the Lead Tracker now say “lead” instead of “referral” throughout, and a fax can be unassigned from a lead.

See Automatic Lead Creation from Faxes and the Lead Tracker guide.

Patient-Initiated Messaging in the Patient Portal

Every practice that uses the patient portal can now let patients start a conversation from the portal instead of only replying to messages from staff. The setting is off by default. When you turn it on, you choose who patients can message: their previous providers, specific users or user groups, or anyone. See Messaging Permissions.

[Beta Users Only] Scheduling Templates

Scheduling Templates let you build a provider’s week once, covering the hours they work and what can be booked in each part of the day, and then reuse it:

Build a template by hand, or describe the schedule in plain language to the AI builder and accept or reject each proposed change.
Mark slots as bookable or non-bookable, choose which appointment types each bookable slot accepts, and color-code slots and blocks.
Apply a template to one or many providers across a date range. The calendar shows the open slots, and a warning appears when a booking conflicts with a reserved slot.
Only admins can create, manage, and apply templates.

See the Scheduling Templates guide. Contact your account manager for access.

[Beta Users Only] Care Notes

Care notes give your team a place in the chart for patient communication that isn’t tied to a visit, such as phone calls, outside records, and messages from other providers:

Add a care note from the patient’s Visits & Notes tab, optionally with a case, a source (such as Patient, PCP/Physician, Hospital, or Fax), and an attachment.
Assign the note to a teammate or a group as a task, and the task links back to the note.
An entry can’t be changed once it’s added, so each care note keeps a complete activity thread. Close a note together with its tasks, or reopen it later.
Care notes appear alongside visits in the patient’s timeline, and you can download or fax up to 25 closed notes (care notes and visit notes together) as PDFs at once.

Contact your account manager for access.

[Beta Users Only] Smart Charge Capture

Smart charge capture turns a procedure you perform often into a single bundle. Admins build the bundle as a text snippet in Preferences → Text Snippets, holding the procedure documentation, CPT/HCPCS codes with default modifiers, and optionally orders, order sets, and ICD-10 codes:

Say the snippet’s name while Air Scribe is recording, or type it into the note, and the documentation, services, and orders are added together.
CPT codes land in the note’s Services section. Codes that come from an order are added once the order is completed.
Applying a bundle again skips anything already on the note, and ICD-10 codes are only added, never removed.
Bundles can be shared across the site or limited to specific providers.

See the Smart Charge Capture guide. Contact your account manager for access.

[Beta Users Only] AI Orders from Air Scribe

Air Scribe can now draft orders from the visit conversation:

When a provider clearly orders a lab, an imaging study, a DME item, or a referral, Air Scribe matches the order to your site’s order sets and lists the matches, with their ICD-10 codes, in a new Orders Detected section.
Apply Scribe adds the selected orders to the visit note as drafts. Nothing is sent until someone reviews and submits the orders.
Applying Air Scribe again skips order sets that are already on the note.
AI orders work on the web and on iOS and Android, and they use the order sets your site has already set up.

Contact your account manager for access.

[Beta Users Only] Procedure and Injection Orders in Order Sets

A draft procedure order for a methylprednisolone injection in the visit note, with fields for procedure location, SIG, drug expiry date, lot number, NDC, units, route, and modifiers

Order sets can now include procedures and injections through a new Procedure order type, listed under Procedures & Injections in Preferences → Order Sets:

Record the procedure location, SIG, drug expiry date, lot number, NDC, units and quantity, route, modifiers, diagnosis, and notes.
A procedure administered in-house carries its CPT/HCPCS code, which fills into Services when the order is completed. The NDC flows through to the encounter.
Add a procedure order from the visit note with Add Order, on its own or as part of an order set.

See the Order Sets guide. Contact your account manager for access.

[Beta Users Only] Specialty-Aware Air Scribe

Air Scribe now writes and codes for the rendering provider’s specialty:

Air Scribe reads the provider’s full taxonomy, primary and secondary, across documentation, goals, measurements, plan of care, flowsheet interventions, and coding, instead of assuming every visit is physical therapy. OT visits no longer get PT evaluation codes, and chiropractic visits no longer get PT codes.
ICD-10 suggestions stay closer to the patient’s established diagnoses.
On the new Services section, suggestions take the codes billed at earlier visits into account, and a suggested service can be added with one click. In the mobile app, Services shows modifiers and units, and the Surgery category is renamed Procedures.

Contact your account manager for access.

Bug Fixes and Improvements

Chart Notes & Air Scribe:

A Retry button reruns Air Scribe from the start, including transcription, and Air Scribe shows a clear error when a PDF can’t be transcribed.
Apply Scribe warns you when only part of the output could be applied, and Assessment and Plan output is no longer dropped.
Text snippet formatting is kept after a snippet is applied, long text wraps inside chart note tables, and surgical notes include the patient’s intake history.
Notes can be submitted with zero units, and the Default unit calculation rule is renamed Ceiling method.

Orders & Medications:

CPT and ICD-10 codes on an order now apply to the note when the order is completed rather than when it’s created.
You can print all completed orders from the visit note at once, the orders list shows a single status that includes fax delivery, and non-medication order PDFs include facility details.
eRx prescriptions now include days supply, and quantity, refills, and strength reliably reach the pharmacy.
The medications Drafts tab is renamed Pending Approvals.

Scheduling & Front Desk:

The calendar month view shows patients again, and scheduled appointments no longer disappear from the calendar.
Pasted appointment details use the date and time you paste into, and moving an appointment no longer fails with an “unavailable slot” error.
Pinned notes keep a change history that you can restore from.
Patient Update forms are saved as attachments again.

Plan of Care Tracker:

The drawer shows the referring provider’s phone number, the edit drawer has a notes field, and Resend Fax is disabled when no fax number is on file.

EHR Reports:

Every report category can be filtered by appointment type, reports can be filtered by provider credential, and more metrics drill down to the records behind them.

Insights

[Beta Users Only] Unified Rules UI

Unified Rules UI showing every billing, eligibility, and posting rule at a site organized by rule engine with plain-language summaries

Unified Rules UI rule detail view showing the trigger, conditions, actions, and rollout cap for a billing rule

We’ve begun rolling out a single, plain-language home for the rules that drive Insights, replacing the billing, eligibility, and posting logic that previously lived in engine-specific code:

Browse every rule at your practice in one place, organized by rule engine, with each rule summarized as a natural-language statement — AI-generated summaries even translate regex-heavy conditions into plain English — and the underlying conditions and actions one click deeper.
No more internal IDs: payers, patients, providers, and facilities now resolve to human-readable names, and every rule carries a description plus a required “reason for the rule,” so the intent behind a rule stays clear months later.
Rules on a phased rollout display their rollout cap, so you can see exactly how much of your volume a rule currently touches.
Read-only browsing is live for beta customers today. Create, edit, and clone flows are in beta testing now — including an AI assistant that builds rules from a plain-language description, a dry-run that previews a rule’s impact against real claims (with a side-by-side claim-form comparison) before activation, and an approval step so nothing goes live unreviewed. Contact your account manager for access.

[Beta Users Only] Redesigned Remittance Overview

Four KPI score-cards — Check Match %, Deposit Match %, Unmatched Checks $, and Unmatched Deposits $ — each with a trend sparkline and week-over-week comparison, viewable by day, week, month, or quarter.
Click any card to drill into a Match Breakdown screen: verified-vs-unverified charts across Checks and Deposits tabs, plus a table with a Simplified mode (grouped by deposit source) and a Detailed check-level mode, both exportable to CSV.
A deposits and cashflow chart tracks insurance deposits, check totals, and posted payments side by side for each period, also CSV-exportable.
A new notification strip flags work the moment the page loads: unmatched check and deposit counts with a one-click jump into matching, bank-feed sync failures with a retry button, and an alert when a payer that regularly deposits suddenly goes quiet.

Claim Deferrals Now Available to All Customers

Claims page showing the Defer action from the Actions menu with a reason and expiration date

Claim deferrals have graduated from beta to general availability — every customer can now set aside claims that aren’t ready to work right now, and use deferrals to track any action being handled outside of Athelas:

Defer from the Actions menu with a reason and an expiration date, and the claim drops out of any view filtered to non-deferred claims — like Workable Claims — until the deferral expires.
PR (patient responsibility) generation is automatically paused for the duration of a deferral, so patients aren’t billed while a claim is intentionally on hold.
Deferrals clear themselves when they’re no longer needed: if the claim’s status changes before the expiration date — say the remit you called the payer about arrives — the deferral is removed immediately instead of waiting out the clock.
Defer and un-defer in bulk from the Claims page, and cancel or extend any deferral at any time.
Deferral reasons are site-specific and customizable — create one inline while deferring and everyone at your practice can reuse it — and every deferral’s date, reason, and duration is logged in the claim’s Activity Feed.
For claims that come from your EHR, a new “Updated in EHR” deferral reason replaces the old Mark as Updated in EHR flow. It’s available when a claim has a linked EHR claim and an upcoming EHR import: the expiration date is automatically set to the next EHR import (you can still pick a different date), and confirming automatically re-enables EHR imports for that claim so the update actually comes through. If the refreshed claim resubmits cleanly, there’s nothing more to do — if it hits a submission error, it’s un-deferred immediately so it can be worked right away. Bulk is supported here too (~25 claims at a time), and the standalone Enable EHR Import button has been consolidated into this flow.

Bug Fixes and Improvements

Claims Workflow:

Submissions now show who actually submitted the claim rather than who originally created the submission, so audit trails are accurate.
Bulk actions gained a Cmd/Ctrl+Z undo, and the bulk submission limit increased to 500 claims.
Cmd/Ctrl+K now supports searching by EHR patient ID and EHR appointment ID.

Reporting Accuracy:

Fixed the End-of-Day report so payments display under the correct collector, which previously misattributed collections.
Fixed a SmartPay discrepancy where the collected amount shown differed from the actual total.

Air

[Beta Users Only] Audit Log Export

My Reports page showing the Audit Log Export report alongside other EHR Reports

Workspace Admins of clinics can now export patient-access and user-authentication audit logs — filtered by date range and patient — as an emailed CSV report from My Reports. Contact your account manager for access.

In-Line Ordering from the Visit Note

Clinicians can now place, edit, and submit orders directly from the visit note as they document — medications, order sets, and external orders alike — without jumping to a separate ordering screen. Orders in the visit note header now display the specific order name, so it’s clear at a glance what’s been placed.

Visit note Orders section showing placed lab and referral orders alongside an Order Sets panel for adding new orders inline

Outbound referral order expanded inline in the visit note, showing specialty, recipients, procedure codes, and reason for referral fields

Health Gorilla Labs Visibility Improvements

Lab orders placed through Health Gorilla are now far easier to track and review in Air:

A new site-level HealthGorilla Labs table shows every lab order across the practice — with status chips (and a legend explaining them), a last-updated column, and a per-patient view.
Results appear directly in the order drawer as structured values with reference ranges and an interpretation column, parsed straight from the lab feed.
Abnormal results are highlighted and filterable, and the drawer calls out exactly which observation was flagged.
Cancelled orders are labeled more clearly, with a toggle to show or hide cancelled results.

Medications Usability Improvements

A round of quality-of-life upgrades to medication workflows:

Multiple preferred pharmacies per patient — add, remove, and reorder preferred pharmacies on the patient chart, with one marked as the default.
Smarter pharmacy search — search by name, city, state, address, ZIP, phone, or fax, and combine filters (e.g. “CVS” + “Fremont, CA”) to pinpoint the right location among large chains.
Bulk medication re-ordering — select multiple medications from the med list and re-order them in one flow, adjusting SIG, quantity, and refills before submitting. Bulk re-orders also carry through to the visit note.

[Beta Users Only] New Treatments Section (Services v2)

We’re rolling out a rebuilt Treatments experience in the chart note. Services now live in the billing section of the note with per-service ICD-10 linking and reordering, unit counts, and billing modifiers — plus one-click carry-forward from a previous note. The new section is integrated with Air Scribe, so treatments captured during the visit flow into the note automatically. Contact your account manager for beta access.

Rebuilt Treatments section in the chart note showing services grouped by category with per-service ICD-10 codes and units

Bug Fixes and Improvements

General:

End-date filters now include the selected end date, so records from the final day of a range are no longer omitted.

Scheduling & Appointments:

Added an option to send patients a receipt after a kiosk payment.
Patients can now set an expiration date on their waitlist entry through the patient portal.

Other:

Fixed the patient-pay link to show the customer’s marketing name rather than the legal site name.
Fixed custom orders and letters PDFs that cut off content.
Providers are now notified about new patient messages.

Insights

Facility Tracking on Collection

Pay Balance screen showing the Collecting at Facility payment method dropdown

Multi-facility practices can now track which facility actually collected each in-office payment, so per-facility cash drawers close cleanly at month-end:

A “Collecting at Facility” dropdown now appears on every payment screen. Single-facility customers auto-select it; multi-facility customers must pick before submitting, with the staff member’s last-used facility pre-filled as the default.
Every in-office payment method is tracked — cash, check, card reader, saved card, kiosk, staff-applied credits, and manually sent statements — and every refund method gets a matching “Refunding at Facility” picker.
The data surfaces as a new “Facility of Collection” column in the Site Transaction Report (Processed Transactions), and the Reconciliation page gains side-by-side Facility of Service and Facility of Collection filters and columns.
Turn it on in My Practice → PR Settings → “Facility Tracking” — it takes effect immediately. Data is captured from the day it’s enabled; automated batch statement payments have no collecting staff, so they intentionally show blank.

Expanded Multi-Site Support for Parent & Child Organizations

We’ve added more capabilities for parent organizations working across their child sites from a single login, with parent/child relationships respected across claims, payments, and reporting:

Bank Deposit Recon reports run from a parent site now include data from every child site, so deposits reconcile across the whole organization instead of one location at a time.
The parent appointments page now shows child-site appointments, and Cmd+K finds child-site patients and appointments from the parent.
Billers can now run eligibility on child-site claims, upload attachments to child-site claims, and process refunds — all directly from the parent site.
Child-site charge masters are viewable from the parent with a site column to distinguish similar charges across locations, and payments collected at the parent route to the correct child site’s payment account.

Bug Fixes and Improvements

Claims & Submission:

Denied reasons now appear by default in the payment-item table
Claims Page columns are now sortable, and all columns can be hidden or shown via Display Settings. You can toggle between views using the 1, 2, 3…0 hotkeys, and new filters have been added.

For some Insights EHR integrations, we now offer links directly to the claim in the external EHR to make navigation simpler. We will continue rolling this out to all web-based EHRs in the coming months.

Claim page showing a direct link out to the claim in the external EHR

Invoicing:

Fixed invoices that were only reaching the primary email, so statements now reach all intended recipients.
Provider adjustments are now included in invoice “Total Collections” and in the Bank Deposit Recon report.

Reporting Accuracy:

Corrected the year-to-date metric on the Revenue Analysis page.
Added a dual-mode timezone banner to My Reports so report time boundaries are clear.

Claims Resubmission:

Secondary claims now submit as soon as the primary remittance is balanced, instead of some being incorrectly blocked.

Air

Redesigned patient portal sign-in screen with email and password fields and a Sign in with Google option

We’ve rebuilt portal sign-in from the ground up, replacing the old invite-only flow with standard account access:

Patients can now sign in with an email and password, or with one-click Sign in with Google.
Registration no longer requires email or phone verification before access, and portal invites now send a personalized, coded sign-up link that opens a site-specific registration page pre-filled with the patient’s information.
Patients who lose access can recover or re-link their account directly from the sign-in page, without needing to contact clinic support.
Patients linked to multiple profiles — such as a parent managing children, or a patient seen at multiple practices — get a patient switcher to move between profiles in a single session.
Authorized representative access: parents, guardians, and caregivers can now be granted their own portal access on a patient’s behalf.
- Staff designate an authorized representative from the Related Persons section of the patient chart and send them a portal invite directly from there.
- Representatives register and sign in with their own credentials — no shared logins — and can view and manage the patient’s information on the patient’s behalf.
- Someone who is both a patient and a representative, or who represents multiple patients, simply picks the right profile at sign-in via the patient switcher.

Redesigned Online Scheduling

Online scheduling in the portal has been rebuilt to show accurate availability and give patients more flexibility in finding a time:

The booking form is now guided: patients pick an appointment type first, which drives every downstream option so they only see relevant providers, locations, and times. New field order: Appointment Type → Location → Provider → Primary Insurance → Secondary Insurance.
Patients can search the whole practice at once — selecting multiple providers and locations, or choosing “Any Provider” / “Any Facility” — with open times displayed grouped by provider and location, sorted by most availability.
Primary insurance is now required at booking so claims are filed correctly, and the waitlist flow was updated to handle the new multi-provider/facility selection.
Admins control exactly what patients see: toggle individual providers and facilities in or out of portal scheduling, or hide the Location/Provider fields entirely (patients auto-default to “Any”).

Order Sets for Medications, Labs, DME, Referrals, and Imaging

Order Sets interface showing inline ordering for medications, labs, DME, and referrals within the chart note

We’ve overhauled ordering so clinicians can place and track orders without leaving the chart note:

Place and submit orders inline in the chart note — individually or all at once — with an auto-attached signature that removes the separate signature step.
Place external orders that don’t map to a CPT code, such as referrals and DME, without entering a placeholder code.
Order source now renders both on screen and on the printed PDF.

Bug Fixes and Improvements

Chart Notes:

The Unsigned Notes report now includes a “signed, not submitted” status, so staff can find notes stuck between signing and submission.

Scheduling & Admin:

Front-desk staff and clinicians can now save preferred calendar filters as defaults instead of reapplying them on each visit.
Administrators now gained oversight of staff task queues.

Insights

Appointments Page Available to All Users

The new Appointments page list view grouped by time, showing patient, provider, alerts, insurance, charges, and tags, with Athelas AI explaining a suggested charge

The rebuilt Appointments page is now available to all users. The fast list view brings patient demographics on hover, per-appointment rule-based alerts, eligibility run details and source, suggested collection amounts, and tags into a single worklist. Build Custom Views for your team’s workflows, let Athelas AI explain every suggested charge, and rely on an eligibility parser that reads 100% of the benefits returned by the clearinghouse.

Claims Page Features Available to Everyone

The Claims Page with the Athelas assistant panel open, showing patient information, provider, procedure, insurance, a financial summary, and claim status with next steps

The Claims Page features that were in beta last month have graduated and are rolling out to all customers.

Group-By on the claims table is now releasing to all sites. Group claims by site, insurance, week, month, and more, with right-click context menus and column-level sorting.
Claim Context is now in production. The side panel brings Payments, Submissions, and Remittances together, with procedure-level payment breakdowns and AI-powered submission comparison.
The comprehensive activity feed is now rolling out to all customers, giving every claim a complete audit trail of submissions, remittances, reconciliations, ERAs, appeals, patient responsibility, and assignee changes.
Bulk Actions continue to expand, with Athelas Assistant now helping you navigate more ambiguous bulk actions across large sets of claims.

More Claims Page Improvements

Clearinghouse status updates: See provisional claim status updates from clearinghouses directly on the Claims Page, available as both individual and bulk actions.
Provider-level adjustments in the posting tool: Apply adjustments at the provider level while you post.
A more unified worklist: Legacy billing pages are being folded into the Claims Page, so more of your work happens in one place.

Patient Profile Rollout

The new Patient Profile continues to roll out to more sites, giving billing teams one place to understand a patient’s balance, charges, transactions, and credits, with Athelas AI on hand to explain patient responsibility.

Bug Fixes and Improvements

Claims:

Group-by views, claim context, and the activity feed received polish as they expanded to more sites
Continued reliability improvements so fewer claims get stuck on resolvable errors

Posting & Remittances:

Provider-level adjustments and additional refinements to the posting workflow

Air

[Beta Users Only] Flowsheets V2 Expands to More Clinics

Following its initial pilot, the rebuilt flowsheet experience is now rolling out to more clinics. This update adds customizable carry-forward behavior so each visit starts from the right baseline, support for credential modifiers such as KX and PTA/OTA so billing reflects who delivered care, and the ability for the AI Scribe to apply CPT codes directly to flowsheets, cutting down the manual work of coding each treatment.

Site and Facility Branding Available to All Users

White-label branding is now available to all practices. Your logos and facility- or site-specific preferred names appear across every patient-facing touchpoint, including branded email, text messages, and the patient portal, so patients always see your practice’s brand instead of a generic one. Multi-location practices can tailor branding for each facility.

Online Scheduling Improvements

Online scheduling keeps getting better for patients and front-desk teams alike. Patients can now see available times for single-appointment booking, providers they have previously seen are tagged in the provider list to make rebooking easier, and practices can configure whether patients are allowed to book appointments or update their insurance directly from the portal.

Collections Alerts Now Live

Pop-ups now appear during scheduling and check-in when a patient has been sent to collections. Surfacing this at the moment staff are already working with the patient makes it easy to address an outstanding balance before the visit, instead of chasing it down with a separate follow-up.

Multi-Site Access from a Single Account

Staff and providers who work across more than one location no longer need a separate login for each site. A single account can now access multiple sites, so you can search for patients, view the schedule, open chart notes, and manage prior authorizations across all of your locations without logging in and out.

Prior Authorization Improvements

Managing prior authorizations is faster. The pre-certification dropdown now lets you filter by archived or active status so expired authorizations stay out of your way, and credential-group insurance search surfaces more results at once, making it quicker to find and attach the right authorization.

[Beta Users Only] Patient Portal Authorized Representative Access

Caregivers and authorized representatives can now access the patient portal on a patient’s behalf, each with their own sign-in and notifications. This helps parents, guardians, and care partners stay on top of a patient’s appointments, forms, and records, and supports ONC requirements for proxy access.

Bug Fixes and Improvements

Chart Notes:

Institutional (UB-04) chart note submission unblocked for applicable sites
Flowsheet carry-forward and credential-modifier fixes for more accurate documentation

Scheduling & Front Desk:

Calendar eligibility status now refreshes correctly after a re-run
Faxes can be split into multiple separate faxes, with custom coversheet support on the way

Air

[Beta Users Only] Clinical Document Exchange

The C-CDA Continuity of Care Document viewer showing problems, results, immunizations, and allergies sections alongside the document inbox

Air now supports exchanging C-CDA clinical documents with other providers, an important step for care coordination and interoperability. You can generate, send, and receive documents through Direct secure messaging, view them in a built-in viewer, reconcile incoming clinical data into the patient’s chart, and match each document to the right patient. Patients can also view and download their own records from the portal.

[Beta Users Only] Flowsheets V2

We have rebuilt the flowsheet experience to make documenting treatment faster and more accurate. You can add, update, reorder, and remove interventions and CPT codes within a procedure, and use the “Mark All as Done” shortcut at the treatment header to close out a visit in one click. The AI Scribe can populate flowsheets for you from the visit, and you can import interventions from a previous visit, including across cases, so recurring treatment plans take seconds to carry forward.

Plan of Care Tracker Improvements

Plan of Care certification tracking table showing patient, case, certification status, referring provider, payer, and certification dates, with status filters across the top

The Plan of Care Tracker is now much easier to work with day to day. Sortable columns and saved filters let you organize certifications the way your team thinks about them, an insurance-type filter helps you focus on the cases that matter most, a free-text notes field keeps important context right where you need it, and a new audit log tracks every change for compliance.

Configurable EHR Alerts

Practices can now build their own in-app alert rules with custom conditions. Matching alerts appear as banners directly inside the chart note, so clinicians get the right prompts, such as a missing piece of documentation or a care gap, at exactly the moment they are charting, without relying on outside checklists or reminders.

[Beta Users Only] Site and Facility Branding

A new branding engine lets practices white-label their patient-facing communications. Logos and facility- or site-specific preferred names now flow through email, text messages, and the patient portal, so patients consistently see your practice’s brand rather than a generic one across every interaction.

Online Scheduling Improvements

Online scheduling now shares the same availability engine as the rest of the calendar, so the times patients see always match what is truly open. Practices also get provider and facility visibility settings to control exactly who appears for booking, and patients move through a rebuilt, simpler sign-up flow.

Collections Alerts at Scheduling and Check-In

When a patient has been sent to collections, a banner now surfaces during scheduling and check-in so staff can address the balance before the visit rather than after. Check-in will also prompt for a policyholder address when the patient’s own address is missing, keeping records complete for billing.

Faxing Improvements

Faxing is more organized and reliable. You can assign a document type to fax attachments and filter the faxing page by it, reorder faxes within the create-fax drawer, and faxes sent from a chart note now carry the correct facility and provider attribution so the receiving office knows exactly where they came from.

Bug Fixes and Improvements

Chart Notes:

Treatment justification and notes now appear in all chart note PDF exports
Previous measurements now reference the prior Progress Note specifically
Immunizations capture a structured vaccination group
Dictation supports voice-triggered dynamic text snippets

Scheduling & Front Desk:

Create a new case directly from the appointment drawer
Fixed an error when discharging a patient and cancelling all future appointments
Insurance cards can now be deleted from the attachments view

Intake & Outreach:

Added a “Required” toggle to single-choice questions in patient intake templates
Outreach reminders now use the facility’s timezone, with NPS summary drill-downs and functional outcome forms available in outreach flows

Patient Portal:

Facility addresses are hidden in the portal for telehealth-only practices

Insights

New Appointments Page

Historical eligibility runs compared side by side on the Appointments page, with Athelas AI summarizing the key differences between two eligibility checks

The Appointments page has been rebuilt as a rich, fast list view that puts everything front office staff need in one place. Hover any appointment to see patient demographics, view rule-based alerts inline, and see eligibility run details and source, suggested collection amounts, and tags at a glance.You can build Custom Views tailored to your day-to-day workflows, so each team sees exactly the appointments they need to work. Athelas AI explains every suggested charge in a short, readable summary, with one click to dive into the full breakdown when you need it.The page is powered by a revamped eligibility parser that now reads 100% of the benefits returned by the clearinghouse, presented in a clean, readable layout. You can clearly see the benefits coming in, the rules applied on top of them, and the verified benefits used to suggest each charge. An appointment activity tracker shows the full history of an appointment, and you get complete visibility into every past eligibility run, with one-click Athelas AI comparison between runs. You can also rerun an eligibility check through any source Athelas integrates with and compare results side by side, and a step-by-step charge explanation screen walks you through the entire process, from fetching eligibility to applying rules and finalizing the charge.

Claims Page Available to All Users

The Claims Page is now available to all users as the single, authoritative interface for managing claims end to end, bringing months of foundational work together in one place.

AI Copilot for Claims: Ask Copilot for a financial summary or procedure rollup, submit claims, run eligibility, and compare historical submissions, all from the Claims Page.
Eligibility Check in Claims: Verify patient eligibility without leaving the claim. View and compare historical eligibility checks per payer, and modify the eligibility payload when needed.
EHR Import Status & Sync: See when the last EHR import ran, when the next one is scheduled, and enable or disable sync per claim.
Charge Master integration: Charges auto-populate when a procedure matches your fee schedule, with nearest-approximate suggestions when there isn’t an exact match.
Rule-engine bypass: Manually bypass validation errors (CCI, LCD/NCD, and dental) when appropriate, so a claim is never stuck.
UX polish: Customizable columns, claim templates, enhanced “Go to…” links, keyboard shortcuts (CMD + /), and guided tours.

Charge Master Released to All Users

Charge Master page listing charge items with billing type, CPT code, status, facility and non-facility charges, effective dates, and the option to create a new charge or import a CSV file

The Charge Master is now released to all users. Fee schedules are created and maintained entirely within Insights, driving accurate charge entry across both the Appointments and Claims pages and giving your practice a single source of truth for pricing.

New Patient Profile

The new Patient Profile brings patient responsibility into one coherent workflow. Instead of jumping across charges, transactions, credits, and timelines to understand a balance, you get patient context, Charges and Transactions, detailed drill-downs, and Athelas AI in a single experience. Credit movements are now visible and traceable, so you can understand where credits came from, where money went, and how they affect the patient’s balance. PR Explainability lets Athelas AI explain a patient’s balance in plain language.

Remittances and Deposit Verification

The posting workflow received major improvements. A new remittances overview supports bulk CSV and EDI export, fuzzy deposit search, and bank account management. Posted payments now group dynamically, check-matching status filters make reconciliation faster, parent and child sites are fully supported, and ERA/EOB PDFs can be delivered directly by email.

Reporting Upgrades

Report History: Get clear visibility into past report runs and quickly spot any that failed.
Revenue Activity Report: Now generalized for all customers, with customer-facing documentation to help you get started.
Faster reports: The Posting Log report is roughly 50× faster, and the Claim Details Export has been optimized to run smoothly even for high-volume sites.

[Beta Users Only] Bulk Actions on Claims

Work entire sets of claims at once from the Claims Page. Bulk actions include assign, tag, comment, submit and resubmit, update insurance, update providers, update intent-to-bill and prior auth, write off, and push to next payer, all with undo support.

[Beta Users Only] More Claims Page Tools

Several additions make the Claims Page even more powerful for beta users:

Group-By views: Group the claims table by site, insurance, week, month, and more, with right-click context menus and column-level sorting.
Create Claim: Create claims directly on the Claims Page, from filters, from a previous claim, or using claim templates.
Claim Context panel: A side panel that brings Payments, Submissions, and Remittances together, with procedure-level payment breakdowns and AI-powered submission comparison.
Comprehensive activity feed: A complete audit trail for each claim, covering submissions, remittances, reconciliations, ERAs, appeals, patient responsibility, and assignee changes.

Bug Fixes and Improvements

Claims:

Improved charge entry accuracy by validating procedures against the Charge Master before they are added to a claim
Strengthened claim validation reliability so fewer claims get stuck on resolvable errors

Posting & Remittances:

Added fuzzy deposit search and dynamic grouping of posted payments to speed up matching
Improved support for parent and child sites throughout the posting workflow

Eligibility:

The eligibility parser now captures 100% of clearinghouse benefits, replacing the previous selective parsing
Verified benefits and the rules applied to them are now shown clearly alongside each suggested charge

Patient Responsibility:

Credit movements are now traceable end to end, making patient balances easier to explain
Payment reliability improvements reduce the risk of duplicate payments

Reporting:

Significant performance improvements across the Posting Log report and Claim Details Export

Air

HEP Library Upgrades

HEP Library showing upgraded exercise search with similarity matching and multi-select checkbox picker for planned interventions

The Home Exercise Program (HEP) Library has been significantly improved to make building and assigning exercise programs faster and more accurate. Providers are now alerted when a chart note contains deprecated interventions, with an in-app flow to replace them with current equivalents.The Planned Interventions section is now a multi-select checkbox picker, the search prioritizes standard HEP library exercises over custom ones, and similarity matching surfaces the most relevant results. Uploaded exercise images now display correctly in intervention dialogs.

[Beta Users Only] Simplified Online Scheduling Access

Updating from the patient waitlist from the last change log, patients can now schedule appointments and join the waitlist without needing to create a patient portal account. The new Name + Date of Birth access model lets patients book directly from your practice’s scheduling page, making it easier for new and returning patients to get on the calendar without front desk assistance.Practices can display their site name on the scheduling landing page, and appointment notes are now supported so patients can provide context when booking online.

[Beta Users Only] Plan of Care Tracker

Plan of Care Tracker showing the new 10-state status lifecycle with facility and case status filters

The Plan of Care Tracker has been fully redesigned with a new 10-state status lifecycle, giving therapy practices a clearer view of where each patient stands in their plan of care.The tracker now supports facility and case status filters, auto-faxes updated plans of care when changes are detected, and automatically closes tracker entries when a case is discharged. Appointment-level alerting shows Due Soon, Overdue, Sent, and Certified statuses directly on the calendar.

[Beta Users Only] Post-Visit Outreach and NPS Surveys

Automated NPS surveys can now be sent to patients after their visits to collect feedback on their care experience. The outreach flows engine has been expanded to support appointment-number-based messaging, so you can configure rules like “send a check-in message after the 3rd visit” or “trigger a satisfaction survey after the 10th appointment.”Message variables for appointment context are now available, and the sent messages table includes additional columns to help you track delivery and engagement.For more information, check out the Outreach Flows User Guides.

[Beta Users Only] Provider-Specific Waitlist

Patient waitlist showing multi-provider selection and waitlist preference management from the demographics page

Patients can now select multiple providers when joining the waitlist, indicating they’ll accept an appointment with any available clinician. Staff can filter the waitlist queue by site and view patient waitlist preferences directly from the demographics page. Full waitlist preference management is available from the appointments tab, and patients are also automatically prompted to join the waitlist when canceling an existing appointment.Practices now have greater control over waitlist behavior with new configuration options. Admins can configure the messaging bucket size to set how many patients are simultaneously offered an open slot, and control whether a patient’s provider preferences carry over after they accept a waitlist offer. It’s also now possible to configure whether outstanding patient offers expire automatically when a new bucket is messaged.

[Beta Users Only] Order Sets (Medication Templates)

Providers can now build reusable order sets — pre-configured bundles of medications, labs, imaging, and referrals — and apply them directly within the chart note workflow. The Order Sets Manager lets you create, edit, favorite, and search order sets from a centralized view.An Import Order Set pop-over allows quick selection from within a note, and optional fields for quantity, refills, and duration give providers flexibility when applying sets with variable dosing. Imaging, labs, referrals, and DME are now available in order sets, with optional CPT codes where applicable.

[Beta Users Only] Custom Face Sheets

Custom face sheet template builder in EHR Preferences with rich text editor, variable fields, and block nodes for medications, allergies, and diagnoses

Practices can now build custom face sheet templates in EHR Preferences using a rich text editor with variable fields drawn from patient demographics, insurance, provider, facility, vitals, and appointment data. Block nodes for medications, allergies, and diagnoses populate as tables automatically.Templates can be previewed, set as the site default, and archived. Staff can print a single patient’s face sheet from the Patient Flow calendar or bulk-generate face sheets for a full day’s schedule by provider and date range.

[Beta Users Only] Dynamic Text Snippets

Dynamic text snippets interface showing configurable trigger characters and inline alternate word dropdowns within chart note sections

Providers can now create reusable text snippets scoped to specific providers and chart note sections, triggered by a configurable character (/, ., or +). Snippets support inline alternate word dropdowns, carry forward into subsequent notes, and render accurately in exported PDFs — reducing repetitive typing across high-volume documentation workflows.

[Beta Users Only] Bulk Chart Note Export

Chart notes now appear automatically on the Patient Attachments page once signed, eliminating the need to manually download and re-upload individual PDFs. Staff can select chart notes alongside other attachments — imaging documents, faxes, insurance cards, and more — for bulk download or fax in one action.A per-row button on the Appointments view also lets staff manually push any specific chart note into the attachments page.

Bug Fixes and Improvements

Scheduling:

Scheduling reserve blocks can now be capped by appointment type, giving practices finer control over how many patients can be booked into reserved slots

Chart Notes & Documentation:

Chart notes now automatically generate versioned PDF attachments at submission that can be downloaded, faxed, and assigned via tasking
Providers can create configurable text shortcuts with variable dropdown options that insert structured content directly into chart note sections, reducing repetitive documentation
Fixed a regression where chart note billing fields (minutes, units, CPT modifiers) could not be edited after unlocking a note
Resolved an issue where chart note attachments were not being created on submission
Fixed an issue where HEP could not be sent when a chart note was locked

Messaging:

Unread patient message threads now appear in bold, and staff can manually mark conversations as unread to flag them for follow-up

Orders & Letters:

Site logos now appear on all order types, and appointment date of service and facility fax number are available as template variables in custom letters

Insights

[Generally Available] Claims Page

Claims Page overview showing the unified billing workflow interface with claim review, validation, assignment, and submission

The Claims Page is now available to all users, with a guided tour on first visit to help you get oriented. Claims can now be filtered by Billing Type (Federal, Commercial, Auto, or Workers’ Comp), EHR ID, or WC/Auto, and exported as a CSV. Assignments also now work across parent and child sites, and views can be duplicated for easy reuse by right-clicking on a custom view. Copilot now has the ability to edit patient demographics, change insurances, trigger reviews, submit claims, and more.To quickly copy a Claim ID, use CMD + . on Mac and CTRL + . on Windows. CMD/CTRL + C also copies a link to the claim to the clipboard.To get started, check out the Claims Page guide.

Appointments List Page

The new Appointments List page gives front desk and billing staff a focused view of the day’s schedule. It supports filters and saved views, with “All Appointments” and “Check-in Today” available out of the box. Each appointment row includes an AI-generated summary of suggested charges and outstanding balance, along with inline alerts, charges, and notes with unread counts. Staff can tag appointments directly from the list, and hovering over a row surfaces key patient demographics without leaving the page.

[Beta Users Only] Patient Profile Update

The redesigned Patient Profile includes an improved charges and transactions view. The layout now surfaces cancelled charges while filtering out $0 rows to reduce noise, and Charge Details have been expanded to include provider, facility, and encounter ID — each linking directly to Transaction Details.Both tables support infinite scroll, a “Who facilitated the payment” column has been added for visibility into payment history, and staff can now reverse accidentally cancelled patient responsibilities. Payment terminology throughout Copilot has also been updated to be more patient-friendly.

Bug fixes and improvements

Patient Demographics:

You can now edit all patient demographic information including name, email, phone, address, gender, and date of birth.

Reports:

Extended report download link expiration from 12 to 24 hours, giving staff more flexibility when sharing reports
Added inline documentation links directly within the Aging AR, UDS 9D, and Provider Line Item reports for faster reference

Collections:

Added automated alerts for payment plan failure rates, surfacing issues proactively before they impact collections

Patient Data:

Fixed an issue where eligibility checks were overwriting a patient’s date of birth on the Appointments page, causing incorrect demographic data to display

Eligibility:

Fixed a bug where the “Other Payer Exists” eligibility condition wasn’t evaluating correctly in all scenarios, causing pre-visit rules to apply incorrectly

Insights

Claims Page

We’ve shipped a number of updates to the Claims Page this month, here’s everything that’s new:

Downloading All Claims

Claims page showing the Download CSV button in the top right corner for bulk exporting all rows

Added a bulk download button to let you download all rows in the table as a CSV (with the addition of a Facility column). If it takes longer than 10 seconds to generate, you will receive it by email once completed

Claims page showing new CARC and RARC filter options for sorting denials

Added CARC and RARC filters to quickly sort your denials

Insurance Billing Type filter showing Workers Comp, Auto, and Commercial options

Added filters for Workers’ Comp, Auto, and Commercial under the Insurance Billing Type filter

Right-click context menu showing option to duplicate a custom view

Added the ability to quickly duplicate views to start view creation from the baseline of another

Claims page showing F key hotkey to trigger the Filters panel

Added a hotkey to trigger the Filters functionality with the F key

Added an additional filter for Submission ID (referred to as Claim ID on the Denials Worklist and Rejections)
Updated the logic of the Charges column to align with the Claim Charge Amount inside the claim itself for consistency
Reduced the number of clicks it takes to save a custom view
Parent/child sites now have the ability to assign claims to parent/child users
Improved load times when filtering by insurance

Editing a Claim

Updated Athelas Assistant to now support:
- Resubmission and submission
- Fetching the claim’s financial summary
- Updating patient and claim information
- Reviewing the claim against CCI and billing rules
- And more

Claim submission preview showing Professional/Institutional/Dental type label in top right corner

When previewing a submission, you can now quickly reference the type of submission that has been generated (Professional/Institutional/Dental) in the top right

Go to link on Claim edit screen linking to Claim Details, Patient Responsibility, Posting Tool and Remittances

Added a “Go to…” link on the Claim edit screen that links you to the relevant page in Claim Details, Patient Responsibility, Posting Tool, and Remittances

Claim edit screen showing CMD + period hotkey to copy claim ID to clipboard

Added a hotkey to copy a claim’s ID to your clipboard with CTRL + . (CMD + . on Mac)

Procedures table showing drag-and-drop reordering of diagnosis code pointers

Added the ability to drag-and-drop diagnosis code pointers on a procedure to make re-ordering much simpler

Updated the main button on the Claim edit screen to say Resubmit instead of Submit if a submission already exists
For sites using a charge master, you can now see the Charge Item in the Procedures table in its own column without clicking into the procedure
Improved the assignee selection popover to be alphabetical and to filter out inactive users
Improved the Diagnoses table by giving more space to the Description column for easier reading
Added an error notification if a claim was imported from an external EHR with too many diagnosis codes
Fixed a bug where you couldn’t create a procedure after clearing all diagnosis pointers
Improved the automatic collapsing behavior of the Properties and Controls panels on dynamic window sizes
Fixed a bug where long comments without spaces did not wrap correctly in the Activity Feed

Institutional Claims

Updated the logic behind the Discharge Date field to allow discharges after the claim’s end date
Updated the flow of adding diagnosis codes to simplify the addition of POA indicators and additional diagnosis labels
Fixed a bug where you couldn’t remove an occurrence code once added to an institutional claim

Dental Claims

Updated dental claims to allow submission with no diagnoses
Fixed an issue where duplicate diagnosis codes were appearing on dental claims, causing submission errors

Air

[Beta user only] Patient Waitlist

Waitlist interface showing patient waitlist requests and management

On January 5, 2026, we launched Waitlist to select customers. Waitlist helps practices fill open schedules faster by automatically offering cancelled appointment slots to patients who couldn’t find available times.Patients can join the waitlist through the Patient Portal by specifying their provider, facility, appointment type, and time preferences. Staff can also manually add patients to the waitlist from the Calendar’s Requests tab. When a cancellation occurs, the system automatically offers the slot to the first matching patient on the list via text and email.Waitlist includes configurable settings for approval requirements, offer expiration times, minimum fill times, and automatic cancellation of duplicate appointments. Available to beta customers, contact your account manager if you are interested to join the beta.

[Beta user only] Custom Orders and Letters

Custom Orders and Letters interface showing template builder

We’ve completed development for Custom Orders and Letters, enabling practices to create reusable templates for medical orders that can be quickly filled out and sent to recipients. The feature includes:

Template builder with rich text editor supporting formatting, tables, and interactive fields
Variable system that automatically populates patient, provider, facility, and insurance information
Auto-fill of diagnosis codes and procedures from appointments
Interactive fields (text inputs, text areas, diagnosis code fields) for customizing each order
Live preview panel to see how templates will appear when printed or sent
Draft saving to continue editing orders later

[Beta user only] NPS Survey for post-visit feedback

NPS Survey workflow showing patient feedback collection and review prompts

We’ve launched NPS Survey workflows to collect patient feedback following visits. The workflow can be added to Outreach Flows, prompting patients to rate their experience and provide feedback via text or email.Detractor responses automatically trigger email notifications to practice stakeholders for immediate follow-up, while promoter responses can direct patients to leave public reviews on Google, Yelp, or other review platforms. Survey responses are stored as PDFs in patient attachments for easy reference.

Bug fixes and improvements

Appointments & Scheduling:

Fixed an issue where waitlist pop-up messages didn’t display the patient’s name, making it unclear which patient was being offered an appointment
Fixed a problem where external appointment type IDs were missing, causing scheduling errors when booking appointments through the patient portal

Quality Measures:

Resolved multiple quality measure alerting issues affecting BMI screening, depression screening, diabetes mellitus, controlling high blood pressure, falls screening, medication documentation, and post-fracture communication, ensuring alerts now appear consistently in chart notes for proper patient care tracking

Chart Notes & Orders:

Completed migration for Time In/Out storage in chart notes to support Medicare compliance requirements for documenting visit duration
Fixed an issue where discharge notes didn’t automatically discharge the patient case upon submission, requiring manual discharge steps
Fixed KX modifier visibility in the flowsheet, ensuring that the auto-applied KX modifier for therapy cap exceptions is properly displayed

User Interface:

Implemented automatic task creation for failed fax transmissions, ensuring staff are notified when faxes don’t go through successfully

Integrations:

Fixed an error where the prior authorization report was broken for a customer, preventing staff from viewing authorization statuses
Resolved an issue where users were unable to create or save measurements in the EHR, blocking documentation of patient vitals and assessments

Insights

[Beta user only] Charge Master released to pilot customers

Charge Master interface showing comprehensive charge master management with CPT codes, payers, and facilities

Charge Master is now available for selected pilot customers, a comprehensive tool to manage your charge masters across payers and facilities. The feature set includes:

CSV upload with intelligent column mapping and payer identification
Manual charge master creation for individual entries
Bulk editing and retirement of charge masters
Copy charge masters across facilities
Complete activity logging for audit trails
Multiple effective dates with date range management
NDC (National Drug Code) support
Search across main table and activity log

The tool includes comprehensive validation for CPT codes, billing types, and payer mappings. We’ve added payer mapping history tracking, downloadable CSV error reports, performance improvements for large file imports, and AI-powered bulk editing through Copilot. Contact your account manager for access.

[Beta user only] AI Report Builder beta release

We launched the AI Report Builder to selected external beta customers. Teams can ask questions in plain English and get instant reports backed by their data, with natural language queries, automatic SQL generation with security post-processing, patient-level security enforcement, saved reports library, CSV downloads, and quality checking system.

[Beta User Only] Patient Profile redesign

We’ve redesigned the Patient Profile page with a new 3-panel layout that makes it easier to understand patient balances and payment history.The redesign includes separate tabs for Patient Details, Charges, and Touchpoints, enhanced activity feed showing payment events, improved transaction details display, and contextual Copilot suggestions that adapt to your current view.

Improved eligibility infrastructure

We’ve completed major infrastructure improvements for eligibility:

Historical eligibility records table storing full payload and parsed benefits
Site and payer-level source configuration (choose Waystar, Change Healthcare, etc.)
Rule change detection triggering automatic eligibility updates
Unified benefit parsing across clearinghouses

These improvements reduce manual intervention, improve data consistency, and enable better troubleshooting when eligibility issues arise.

Remittances Dashboard updates

We’ve added filtering capabilities to help you analyze payment patterns. New features include deposit source filters across Waterfall, Checks, and Deposits views, provider-based deposit breakdowns showing payouts per check by rendering provider, and improved empty states.

Bug fixes and improvements

Eligibility & Benefits:

Fixed an error where insurance deductibles and remaining benefits were being calculated incorrectly, causing inaccurate patient responsibility estimates
Resolved an issue where appointment eligibility counts were displaying incorrect numbers to staff members
Fixed eligibility timestamps to properly display in the user’s local timezone instead of UTC
Improved eligibility parsing to better handle complex scenarios with benefits from multiple insurance carriers, reducing errors when patients have secondary coverage
Fixed query performance issues on the appointments endpoint, making appointment pages load significantly faster

Collections & Reporting:

Fixed an error where outstanding balances in end-of-day emails were being calculated incorrectly
Corrected patient exclusion logic in daily collections reports, ensuring the right patients are included in collection metrics
Resolved A/R Report discrepancies where Insights calculations didn’t match external reports, improving data accuracy for financial reconciliation
Enhanced report documentation and migrated all reporting guides to our new documentation platform for easier access

Claims & Encounter Details:

Fixed an error where diagnosis codes would fail to save properly in certain scenarios
Resolved date range filtering issues across multiple pages, ensuring filters work consistently throughout the application
Fixed various errors in the posting tool and encounter details pages that were preventing users from completing their workflows

Payment Plans:

Added monitoring alerts for payment plan success rates to proactively identify and resolve issues, ensuring reliable automated payments for patients

Insights

Accounts Receivable Report dramatically faster

We’ve achieved dramatic performance improvements on the A/R Report Page through query optimization and infrastructure changes.The improvements use optimized query patterns while maintaining backwards compatibility for all calculation methods.

Bug fixes and improvements

Claims & EOB:

Fixed an error where currency values were being converted incorrectly during EOB remittance posting, causing payment amounts to be wrong
Improved claims history query performance to load significantly faster, reducing wait times for users reviewing claim timelines
Fixed a performance issue where claim form generation was taking too long, making it 2x faster to generate claim PDFs
Resolved an error where EOB posting would fail or time out when processing large files, now successfully handles files with 2,800+ remittances

User Interface:

Fixed an issue where the denials page would not scroll properly and navigation buttons were not working correctly
Resolved an error where users were being logged out unexpectedly when working with deposit transactions

Insights

Financially Responsible Party support

We’ve enhanced payment handling to properly support Financially Responsible Parties (FRP). This allows you to designate and manage different responsible parties for patient accounts, ensuring payments and statements go to the correct person or entity. The feature includes improved payment processing, statement routing, and balance tracking for FRP scenarios.

[Beta user only] Patient Responsibility Explainability: Charges Details

We’ve released Charges Details to pilot customers, helping patients understand exactly what they owe. The new view shows detailed procedure breakdowns for each date of service, current balance and payment history, available refund amounts, and direct access to payment and refund actions. Staff can now refund payments, write off charges, cancel patient responsibility requests, and view remittance details—all from a single interface.

FQHC Revenue Activity Report

For FQHC customers, we’ve built a comprehensive Revenue Activity Report showing month-over-month financial performance:

Charges, payments, and adjustments broken down by category
Sliding fee adjustments properly categorized
Contractual adjustments and net transfers
Delta version showing changes versus absolute values

The report is available for use in monthly closes and federal reporting.

UDS 9D federal reporting tool

We’ve created the UDS 9D report required for FQHC federal reporting submissions. The report properly splits charges across payers, handles bad debt and sliding fees according to federal guidelines, and excludes specific code ranges per UDS requirements.

Bug fixes and improvements

Payments & Refunds:

Fixed an error where credit card refunds were failing to process correctly, preventing staff from completing refund transactions
Resolved an issue where subscription balances were calculating incorrectly, showing wrong amounts owed by patients
Fixed an error that prevented staff from canceling patient responsibility requests when needed

Patient Workflows:

Fixed a timing issue where verification codes were expiring too quickly, blocking patients from completing online payments
Resolved workflow errors that were preventing patients from successfully completing the check-in process

Air

E-prescribing with controlled substances

We completed DEA certification for controlled substance prescribing through the Drummond Group.You can now prescribe both controlled and non-controlled substances directly from the EHR with secure identity verification through ID.me. The system tracks prescription status, refills, and pharmacy submissions automatically.

Scribe integration with redesigned EHR

The AI Scribe now works seamlessly with the redesigned EHR and dynamic template system. Notes generated by Scribe automatically populate the correct template sections, saving providers time on documentation. Existing customers can now migrate to the new EHR design with full Scribe functionality.

Insights

Stripe Separate Charges & Transfers migration

We’ve migrated customers to Stripe’s Separate Charges & Transfers (SC&T) infrastructure, providing better payment handling and financial controls:

Customer mapping for customers with Stripe accounts per facility or provider
Auto-retry mechanism for failed transfers
Race condition fixes when creating or reversing transfers
Manual transfer capability for advanced payment scenarios
Improved payout tracking in ledgers

These improvements reduce payment processing errors and give your team better visibility into financial transfers.

Patient workflow improvements

We’ve enhanced patient workflows and intake forms with better validation and reliability:

Improved validation error messages for patient intake forms
Better network error handling and display
Fixed form ordering alignment issues
Enhanced patient update template submissions

These improvements make patient check-in and paperwork submission smoother and more reliable across all customers.

Suggested charges automatically stay in sync

We rebuilt the suggested charges infrastructure to use event-driven architecture instead of queue-based processing. Now when eligibility changes, suggested charges update automatically through listeners rather than waiting in a queue.This resolves the slow-draining queue issue from early October and ensures patients always see the most current cost estimates based on their latest eligibility information.

Report performance optimizations

We’ve moved multiple resource-intensive operations to read replicas, reducing load on the primary database:

All KPI metrics queries
Revenue Analysis page endpoints (now fully cached)
Patient Breakdown queries
Claims count queries

We also added strategic database indexes to eliminate slow sequential scans, improving page load times across the reporting suite.

Bug fixes and improvements

Payments:

Fixed an error where patient account credits were being incorrectly applied to subscription balances instead of the intended charges
Resolved timeout issues that were causing payment processing to fail, preventing patients from completing their transactions
Fixed errors that prevented gift card payments from being processed successfully

Patient Statements:

Resolved an issue where patients across multiple customers were not receiving their statements due to delivery failures
Fixed a display problem where mailing addresses were showing incorrectly or incompletely on statements
Fixed errors in the statement scheduling system that prevented statements from being sent on their scheduled dates
Corrected calculation errors in batch history where balance amounts were displaying incorrectly

Air

Complete EHR redesign launched

We completed a major redesign of all core EHR pages with a modern, intuitive interface. The new design includes improved calendar views, streamlined patient search, cleaner demographics displays, organized attachments, and a completely rebuilt chart note system with dynamic templates.

Labs ordering complete

Lab ordering is now fully integrated into the chart note. You can order labs from Quest, Pathgroup, and other vendors through HealthGorilla, with results automatically captured and displayed in the EHR. The system supports both third-party lab orders and in-house lab billing for practices with their own lab facilities.

Messaging and tasking

Internal messaging allows your team to communicate within the practice, while external messaging connects directly to patients using the Interact system. The new tasking feature lets you create task lists for team members with status tracking and priority levels, including group-level task assignment.

Patient Check-in and check-out

Patient Flow interface showing room status and patient check-in tracking

Streamlined patient check-in and check-out workflows help your front desk process patients faster. You can now copy and paste appointments for recurring visits, print upcoming appointment lists, and manage patient flow more efficiently.

DME billing support

DME billing interface showing L1845 DME code with prior authorization tracking

If your practice bills for Durable Medical Equipment (DME), Air EHR now supports DME billing codes and documentation. The system includes prior authorization tracking by billable units with the ability to override calculations when needed, plus soft alerts to flag potential issues.

Data migration improvements

We’ve dramatically improved the data migration process for new customers. Migrations from WebPT, Raintree, and Empower now complete in 15-30 minutes instead of 6-8 hours. We’ve successfully migrated over 20,000 chart notes across 14 customers with minimal manual intervention.

Performance improvements

Chart note pages load significantly faster with improved typing responsiveness. Flowsheets now load approximately 39% faster, and we’ve added batch update capabilities for more efficient data entry.

Bug fixes and improvements

Chart Notes:

Fixed an issue where chart notes were not auto-saving reliably, causing providers to lose their work
Resolved errors that occurred when editing or converting chart note templates, which prevented template modifications
Improved how dynamic templates render to eliminate display issues and ensure all fields show correctly

Permissions:

Added the ability for billing managers and admins to edit and submit chart notes, expanding access beyond just providers
Enhanced role-based access controls to provide more granular permission settings across the system

Data Management:

Added the ability to delete and archive cases, insurances, and prior authorizations that are no longer needed
Fixed errors that prevented users from editing appointment details after they were created

Insights

[Beta user only] Kiosk patient check-in

Your patients can now check in for appointments and pay outstanding balances using the self-service Kiosk. The Kiosk verifies patient identity, checks insurance eligibility in real-time, and processes payments—reducing front desk workload and improving patient flow.Available at select customers. Contact your account manager to join the beta program.

[Beta user only] Check Deposit Manager

Check Deposit Manager interface showing deposit information and remittance details

The Check Deposit Manager gives your team visibility into checks, deposits, and remittances. View check-level remittance data, track deposit sources, and understand cash flow through comprehensive tables and filtering. Features include deposit slip generation and CSV downloads.Currently available to pilot customers.

Patient Statements Redesign

Redesigned patient statement in black and white format showing billing summary and payment details

We’ve redesigned patient statements to significantly reduce your mailing costs. The new black and white format uses fewer pages while maintaining clarity. Key improvements include:

Mail check address added to first page
Patient ID and name on every date of service
Reduced page count to lower postage costs
Revenue codes added for hospital statements

The redesign is feature-flagged for gradual rollout, allowing us to collect feedback before broader deployment.

Performance improvements

We resolved a critical database connection pool issue that was causing timeouts across multiple services. The fix reduced mean query times from 15 seconds to sub-second performance, stabilizing the system during high-traffic periods.We also stabilized the eligibility batch job queue after an overload incident, implementing better resource allocation and scheduling to prevent future backlogs.

Bug fixes and improvements

Patient Statements:

Fixed an issue where statements were not being sent to financial guarantors who had dependents, leaving families without billing information
Resolved a problem where duplicate copies of the same statement were appearing in downloaded ZIP files
Fixed errors that were preventing electronic statements from being delivered successfully to patients via email

Payments & Billing:

Fixed an error where copay amounts were calculating incorrectly for self-pay appointments, showing wrong amounts due
Corrected calculation errors in Stripe transaction fees that were resulting in incorrect fee amounts being recorded
Improved the reliability of appointment reminder delivery to ensure patients consistently receive their reminders on time

Air

Template Builder

Create custom chart notes, patient intake forms, and scribe templates using the new Template Builder. This tool allows you to configure templates specific to your practice needs without requiring engineering support. The builder is now available across Scribe, EHR, and Interact products for flexible form creation.

Patient outcome tracking

Functional Outcomes interface showing KOOS questionnaire with patient responses and scores

New functional outcome measurement tools let you track patient progress directly in the EHR. The patient activity tracker monitors engagement, while automatic KX Modifier calculation ensures compliance with Medicare requirements. You can now also add notes to patient demographics, appointments, and encounters for better documentation.

Lead management and credentialing

Lead management tracker settings showing landing page configuration options

A new lead management landing page helps organize and track incoming patient leads. Providers can now handle their own credentialing through the self-service credentialing interface, including managing credentialing groups without administrative assistance.

Lead management landing page with patient intake form

Bug fixes and improvements

Forms & Intake:

Added Spanish language versions of patient intake documents to better serve Spanish-speaking patients
Fixed an error where duplicate insurance entries were being created when patients submitted intake forms

Faxing:

Added the ability to send multiple files in a single fax transmission instead of requiring separate faxes
Improved Plan of Care fax tracking and increased delivery success rates by addressing reliability issues
Implemented a seamless zero-downtime fax service transition process for new customers migrating to the platform

Insights

Insights now fully supports creating and updating the financially responsible party for any patientThis means that you can designate a parent or guardian to be in charge of all outstanding balances for their dependent.You can manage the financial guarantor-dependent relationships in Insights through the patient profile:

Click on edit in the top right corner
Select “Someone else is financially responsible”
Select the parent or create a financially guarantor if they are not already a patient in our system
Checking in families just got a whole lot easier! Once the relationship is established, you will be able to pay off the entire family’s balance anywhere you’d collect balances today

Air

Provider user improvements

Flowsheets intervention search is now sorted by the user’s most-used interventions: Vs. currently, it’s sorted by the global last-edited, which often returned results which felt random. This should significantly improve how long it takes a provider to get to the intervention they are actually looking for.

Admin user improvements

Bulk scheduling flow can now search an alternate provider in addition to the original provider: You can now bulk-schedule with a primary and a backup (alternate) provider. The calendar shows availability for both, you can pick who covers each date, and the system creates the right appointments under the right provider. There’s a new, simple picker for choosing providers/patients, and (when your policy allows) you can note credentialing exceptions during scheduling.

Provider Credential Groups replaces a tedious one-to-one credentialing workflow with a many-to-manyPreviously, the provider credentialing system only supported individual provider-to-insurance credentialing relationships, requiring users to manually create credentials for each provider-insurance pair. This approach became inefficient when managing multiple providers who needed identical credentialing across the same set of insurance companies. Users had to repeatedly select the same insurance companies for different providers, leading to time-consuming manual work and potential inconsistencies in credentialing management.New Workflows Enabled:

Bulk Credentialing Group Creation: Users can create named groups of insurance companies and reuse them across multiple providers
Group-Based Provider Credentialing: When adding credentials for a provider, users can select credentialing groups instead of individual insurances, automatically creating credentials for all insurances within those groups
Centralized Group Management: Users can edit existing credentialing groups to add/remove insurance companies, with changes affecting future credentialing operations
Advanced Filtering: Users can filter the credentialing matrix by specific credentialing groups to focus on relevant provider-insurance relationships

Product Guide hereAssistant Chart Review gives providers a compliance consultant in their pocket

Voice mode lets you talk directly to Assistant

Create Tasks directly from Attachments pageTasks can now be created directly from the Attachments page. These attachments are then auto-linked to the task in the Task page, for easy access when the admin is working their Tasks.

Tasks created from the Attachments page

Attachments auto-linked to the Task page

Air Functional Outcome measurement tool quantifies patient PT progressFunctional outcomes are one of the most critical ways that PTs communicate to each other and insurers that the work they’re doing is justified and directly improving patient outcomes. Previously, Air did not support functional outcome tracking, so customers would either have to use un-integrated external third-parties (going through painful workflows like: during a visit, the patient goes to https://orthotoolkit.com/ > patient fills out the form in front of the provider > provider then downloads the response from orthoToolkit > provider uploads it to Air as an attachment. This was not a good experience.) or forego functional outcomes entirely.But now, we have a natively built functional outcome measure tracking tool!Feature capabilities:

Providers send functional outcome forms to patients
Patients fill out the form remotely
Providers view the results from within the chart note
Providers can see the longitudinal history of the measure

Product guide here

Air

Assistant workflow richness: Assistant has been enhanced with additional data fetching support for common user flows, like appointment default, patient referrals, patient claims, patient prior auth, patient demographics, providers’ unsigned visits, and provider metrics.Scribe offline mode: If a user loses their internet connection before the Scribe successfully completes or uploads, Scribe will be locally saved to their computer in order to be able to retry upload when the connection is regained.Flowsheet group interventions search improvements: Users can now choose to only search individual interventions, excluding Groups. When included, Flowsheets interventions search will now also auto-collapse group interventions.Primary signature-required inbox filter: Inbox can be filtered to only notes “Ready for Primary Signature”, meaning the signature of the credentialed rendering provider. This will make it much faster for providers to find the notes requiring their primary signature.Active Patient Tracker provider can now be an assigned “Case-owning provider”: Instead of only the initial appointment’s rendering provider, the associated provider can be any assigned “Case owner”. Users will now be able to assign the correct provider for tracking, even if they were not the first rendering provider. This will additionally improve accuracy of retrospective performance metrics.Scribe “Fast mode” generates 5-7x fasterIn exchange for a very slight drop in accuracy, users can choose to generate their Scribe 5-7x faster than normal mode. Scribe will also stream the Scribe sections into the note as they are generated, so the perception of speed is faster as well.Provider credentials can be bulk editedUsers can now update credentials in bulk, vs. one-by-one.Custom lead management landing page creates a home for potential new patientsNew custom landing page creates a beautiful entry point for potential new patients into our customers. This will also then create new Leads in our Lead Tracker, configurable in settings.AI text quick-editing accessed through “Command-K”Users can quickly AI edit highlighted text selections, simply by typing “Command-K” and their instructions or preferences for the text.

Air

Filter your inbox to notes requiring signatureInbox can now be filtered to only notes requiring the provider’s signature.Create tasks directly from your Fax page and refer back to those auto-linked faxes in the Tasks pageTasks can now be created directly from the Fax page. These faxes are then auto-linked to the task in the Task page, for easy access when you are working your Tasks.Tasks created from the fax page below:

Faxes auto-linked to the Task page:Intelligent AI Fax ingestion will auto-generate leads from faxesLeads can now be auto-generated from faxes. Air will extract the referral information from inbound faxes, and automatically create leads in the Lead Tracker using the context, including first_name, middle_name, last_name, date_of_birth and phone_numberLeads created with this flow will default to “Fax” as the referral source, and the first stage will be assigned as “Lead”.

Flowsheets are now 39% lower latency (faster) across the boardFlowsheets are now meaningfully more performant.Average Before time to request an endpoint was 2.023 s. Now it’s 1.02 s.Average improvement is 39% faster response.Before, 95% of endpoint requests would take a full 4 s. This is now 1.6 s

Type of request	Before	After	% Improvement
Mark all as Done	1.7 s	1.2 s	29%
Mark all as Undone	4 s	1.9 s	52%
Mark all as Done	2.6 s	1.2 s	54%
Mark all as Undone	2.9 s	1.5 s	48%
Mark 1 intervention Done	507 ms	504 ms	1%
Mark 1 intervention Undone	546 ms	391 ms	28%
Mark 2 interventions Done	1.35 s	722 ms	47%
Mark all as Done	2.1 s	1.2 s	43%
Mark 1 intervention Undone	696 ms	693 ms	0%
Mark 2 intervention Undone	660 ms	565 ms	14%
Mark all as Done	1.3 s	909 ms	30%
Mark all as Undone	3.57 s	1.6 s	55%
Mark all as Done	2.9 s	1.2 s	59%
Mark all as Undone	2.4 s	1.6 s	33%
Mark all as Done	2.2 s	1 s	55%
Add 1 concurrent intervention	3.1 s	524 ms	83%
Add 1 concurrent intervention	630 ms	489 ms	22%
Add 1 concurrent intervention	761 ms	712 ms	6%
Mark all as Undone	2.4 s	1.4 s	42%
Mark all as Done	4.13 s	1.1 s	73%

Calendar redesign creates quick-glance payer, eligibility, appointment status, key detail clarityThis calendar update preserves all existing functionality while delivering a richer, more modern experience. Compact blocks now show patient, time, status, case, and alerts at a glance—letting you fit more context in the same space. Hovering opens a streamlined tooltip with status and actions. We’ve also refreshed colors and icons to match the clean, familiar feel of modern calendars.Key improvements:

Calendar blocks are more information dense
Appointment status is clear upon first glance
Hover over the appointment to see all key information (Appointment status, case and appointment type, eligibility and payer, authorization status, next visit scheduled status)
Change the appointment status directly from the tooltip! No more needing to go to the drawer
Alerts flag key information through icons and in the tooltip
Look and feel is overhauled to be cleaner, modern, and intuitive View our Blog post here.

​Rules Are Now Available at Every Site

​Dashboards Are Now Available at Every Site

​A New Look for Insights and Air

​My Account and My Practice Are Now One Settings Page

​Front Desk Payments Appear on the Visit Right Away

​Claims Page: Filter by Status Reason, Download to Excel, and Arrange Your Columns

​Appeals and Medical Records on the Claim

​Write Off an Exact Amount on Each Procedure

​Filter Claims by Describing Them

​Athelas Assistant on Billing Pages

​Remittances: Deposit Slips at Every Site, and EOB Uploads Move to the EOBs Tab

​The New Appointments Page Is Now the Default

​Patient Statement and Payment Settings

​Update to the October 1 Legacy Page Archive

​[Beta Users Only] Bad Debt Automation

​[Beta Users Only] Eligibility Suggestions in Claim Context

​[Beta Users Only] Scheduled Report Delivery

​[Beta Users Only] Checks and Deposits Tabs

​Bug Fixes and Improvements

​A New Prior Authorization Tracker

​Clinical Tools on the Appointments Page

​A New Look for Air

​Smart Charge Capture and Care Notes Outside Physical Therapy

​Procedure and Injection Orders at Every Site

​Outreach Flows Analytics

​Plan of Care Tracker: Saved Views, Bulk Actions, and Upcoming Recertifications

​Financial Guarantor Replaces Financially Responsible Party

​Clinical Conditions in EHR Alert Rules

​[Beta Users Only] Care Team Communications

​[Beta Users Only] Scheduling Templates Updates

​Bug Fixes and Improvements

​Self-Serve Provider-Level Adjustments

​Legacy Billing Pages Are Archived Starting October 1, 2026

​More of the Claim’s Story in the Activity Feed

​Sales Tax on Custom Line Items

​[Beta Users Only] Dashboards

​[Beta Users Only] Rule Creation Updates

​Bug Fixes and Improvements

​Outreach Flows: Images, New Filters, and New Templates

​Eligibility Details in the Calendar

​Automatic Lead Creation from Faxes

​Patient-Initiated Messaging in the Patient Portal

​[Beta Users Only] Scheduling Templates

​[Beta Users Only] Care Notes

​[Beta Users Only] Smart Charge Capture

​[Beta Users Only] AI Orders from Air Scribe

​[Beta Users Only] Procedure and Injection Orders in Order Sets

​[Beta Users Only] Specialty-Aware Air Scribe

​Bug Fixes and Improvements

​[Beta Users Only] Unified Rules UI

​[Beta Users Only] Redesigned Remittance Overview

​Claim Deferrals Now Available to All Customers

​Bug Fixes and Improvements

​[Beta Users Only] Audit Log Export

​In-Line Ordering from the Visit Note

​Health Gorilla Labs Visibility Improvements

​Medications Usability Improvements

​[Beta Users Only] New Treatments Section (Services v2)

​Bug Fixes and Improvements

​Facility Tracking on Collection

​Expanded Multi-Site Support for Parent & Child Organizations

​Bug Fixes and Improvements

​Redesigned Patient Portal Sign-In & Registration

​Redesigned Online Scheduling

​Order Sets for Medications, Labs, DME, Referrals, and Imaging

​Bug Fixes and Improvements

​Appointments Page Available to All Users

​Claims Page Features Available to Everyone

​More Claims Page Improvements

​Patient Profile Rollout

​Bug Fixes and Improvements

​[Beta Users Only] Flowsheets V2 Expands to More Clinics

​Site and Facility Branding Available to All Users

​Online Scheduling Improvements

​Collections Alerts Now Live

​Multi-Site Access from a Single Account

​Prior Authorization Improvements

​[Beta Users Only] Patient Portal Authorized Representative Access

​Bug Fixes and Improvements

​[Beta Users Only] Clinical Document Exchange

Rules Are Now Available at Every Site

Dashboards Are Now Available at Every Site

A New Look for Insights and Air

My Account and My Practice Are Now One Settings Page

Front Desk Payments Appear on the Visit Right Away

Claims Page: Filter by Status Reason, Download to Excel, and Arrange Your Columns

Appeals and Medical Records on the Claim

Write Off an Exact Amount on Each Procedure

Filter Claims by Describing Them

Athelas Assistant on Billing Pages

Remittances: Deposit Slips at Every Site, and EOB Uploads Move to the EOBs Tab

The New Appointments Page Is Now the Default

Patient Statement and Payment Settings

Update to the October 1 Legacy Page Archive

[Beta Users Only] Bad Debt Automation

[Beta Users Only] Eligibility Suggestions in Claim Context

[Beta Users Only] Scheduled Report Delivery

[Beta Users Only] Checks and Deposits Tabs

Bug Fixes and Improvements

A New Prior Authorization Tracker

Clinical Tools on the Appointments Page

A New Look for Air

Smart Charge Capture and Care Notes Outside Physical Therapy

Procedure and Injection Orders at Every Site

Outreach Flows Analytics

Plan of Care Tracker: Saved Views, Bulk Actions, and Upcoming Recertifications

Financial Guarantor Replaces Financially Responsible Party

Clinical Conditions in EHR Alert Rules

[Beta Users Only] Care Team Communications

[Beta Users Only] Scheduling Templates Updates

Bug Fixes and Improvements

Self-Serve Provider-Level Adjustments

Legacy Billing Pages Are Archived Starting October 1, 2026

More of the Claim’s Story in the Activity Feed

Sales Tax on Custom Line Items

[Beta Users Only] Dashboards

[Beta Users Only] Rule Creation Updates

Bug Fixes and Improvements

Outreach Flows: Images, New Filters, and New Templates

Eligibility Details in the Calendar

Automatic Lead Creation from Faxes

Patient-Initiated Messaging in the Patient Portal

[Beta Users Only] Scheduling Templates

[Beta Users Only] Care Notes

[Beta Users Only] Smart Charge Capture

[Beta Users Only] AI Orders from Air Scribe

[Beta Users Only] Procedure and Injection Orders in Order Sets

[Beta Users Only] Specialty-Aware Air Scribe

Bug Fixes and Improvements

[Beta Users Only] Unified Rules UI

[Beta Users Only] Redesigned Remittance Overview

Claim Deferrals Now Available to All Customers

Bug Fixes and Improvements

[Beta Users Only] Audit Log Export

In-Line Ordering from the Visit Note

Health Gorilla Labs Visibility Improvements

Medications Usability Improvements

[Beta Users Only] New Treatments Section (Services v2)

Bug Fixes and Improvements

Facility Tracking on Collection

Expanded Multi-Site Support for Parent & Child Organizations

Bug Fixes and Improvements

Redesigned Patient Portal Sign-In & Registration

Redesigned Online Scheduling

Order Sets for Medications, Labs, DME, Referrals, and Imaging

Bug Fixes and Improvements

Appointments Page Available to All Users

Claims Page Features Available to Everyone

More Claims Page Improvements

Patient Profile Rollout

Bug Fixes and Improvements

[Beta Users Only] Flowsheets V2 Expands to More Clinics

Site and Facility Branding Available to All Users

Online Scheduling Improvements

Collections Alerts Now Live

Multi-Site Access from a Single Account

Prior Authorization Improvements

[Beta Users Only] Patient Portal Authorized Representative Access

Bug Fixes and Improvements

[Beta Users Only] Clinical Document Exchange