Released 11/5/25 You can now send patient forms on an “as-needed” basis to patients. Setting Up a Form to Allow On-demand Requests 1. On the Settings menu, select Form Builder to open the form builder on a new browser tab. 2. For a form in the list, select the Settings option on the corresponding Actions … Read more
Released 9/29/25 Recently, a restriction was released for organizations using Eligibility Pro that made only the Pro link available on the Insurance Eligibility page (Schedule > Insurance Eligibility) if a payer supported both standard data and enhanced data, so you could send only enhanced on-demand eligibility requests. However, that restriction has now been removed. If … Read more