EARLY ACCESS ONLY While you are viewing a case on the Tx Planner tab of a patient’s clinical record, there is now a Search for openings button. You can use this button to quickly search for an available time slot and schedule an appointment for the procedures in a certain visit of that case. To … Read more
Released 10/15/25 On the Fee Schedules page (Settings > Fee Schedules), when you are creating a new fee schedule (by clicking Create New) and want to select a fee schedule from the Copy existing list, there is now a Search box to help you quickly locate the fee schedule from which you want to copy … Read more
Released 7/23/25 In the Payer Connection Portal, when you are adding a payer connection for Eligibility Pro, you can now search by payer connection names and insurance carrier names. Before you could search only by payer connection names. To add a connection, click New Payer Connection. The New Payer Connection dialog box appears. When you … Read more
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
Released 1/22/25 With this release, several improvements have been made to help you search for available appointment times more quickly. To perform a search 1. On the Schedule menu, select Search for Openings to open the Search for Openings page. 2. Set up the following filters: 3. Click Search to view the results. Notes: 4. … Read more