Outbound Referrals

Released 2/4/26 You can now mark procedures as “Referred” in a patient’s chart, progress notes, and treatment plan. You can also specify which specialist a patient has been referred to. This creates a structured way to document referrals and makes it easier for your team to track what procedures have been referred out and follow … Read more

Changing the Coordination Order of a Patient’s Insurance Plans

Released 11/19/25 (for organizations with locations in multiple time zones)Released 3/21/24 (for organizations with all locations in one time zone) You can now change the coordination order of insurance plans that are attached to a patient’s record as needed. Important: Changing the coordination order will create two responsibilities for each payer: the original insurance responsibility … Read more