“History” Column Added to “Appointment Coverage Details” Section in PDF of Eligibility Response

Released 10/1/25 For information about the “Appointment Coverage Details” section at the top of the PDF of an eligibility response, which was recently released, refer to the “Appointment Coverage Details Section” in PDF of Eligibility Response release notes. In this release, the “Appointment Coverage Details” section now has a “History” column, which displays the date … Read more

Appointment Time Pattern Templates

Released 8/7/25 You can now create time pattern templates that can be applied to appointments, so you no longer have to define a time pattern for every appointment Individually. Notes: When you are creating or editing an appointment, there are two options for time patterns: Note: If the appointment’s location differs from the location that … Read more

Searching the ASAP, Broken/No Show, and Pinboard Lists

Released 6/4/25 The ASAP, Broken/No Show, and Pinboard lists can get fairly long. To make it easier for you to find a patient’s appointment on one of these lists, there is now a search box for each of these lists. To view the Pinboard list, on the Calendar page, click Pinboard. To search for an … Read more

Appointment Time Patterns

Released 5/21/25 You can now add a time pattern to an appointment to represent who is providing care to the patient during the appointment. You can use these assignments to help you maximize your productivity and the use of all operatories. Also, with provider time specified for appointments, when you schedule overlapping appointments with a … Read more