Dec 19, 2025
Accounts Receivable Report dramatically faster
We’ve achieved dramatic performance improvements on the A/R Report Page through query optimization and infrastructure changes:- Arizona Urology: 1.7 minutes → 3 seconds (34x faster)
- Buffalo: 3 minutes → 15 seconds (12x faster)
- Multiple other customers seeing 10-30x improvements
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
- 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
Nov 30, 2025
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
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
- 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
Nov 30, 2025
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.Oct 25, 2025
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
DME billing support
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
- 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
- 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
Oct 31, 2025
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
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
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
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
- 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
Sep 17, 2025
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
Lead management and credentialing
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
- 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
Sep 30, 2025
[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
Patient Statements Redesign
- 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
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
- 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
Aug 22, 2025
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
Aug 21, 2025
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.
- 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
- Tasks created from the Attachments page
- Attachments auto-linked to the Task page
- 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
Aug 13, 2025
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.
Aug 08, 2025
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
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:
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 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.