Enhanced Search for Payer Connections

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

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

Search for Openings Improvements

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