Providers Reviewing Patient Forms

Release 11/5/25 While viewing a patient’s clinical record, a provider can now review clinically relevant information from a completed patient form and then mark that form as having been reviewed. Changing a Form Setting To enable the provider review workflow for a patient form, you must change a setting. To enable the provider review workflow … Read more

Search for Openings Improvements (Phase 3)

Released 4/2/25 When you perform a manual search, you can now choose to search by operatory availability only. Before, you had to search by operatory and provider availability. This change in functionality allows you to double-book a provider when you are viewing the results of a manual search for openings. Also, the Date filter is … Read more