Monthly New Features Highlights – January 2023

New Features Available on Production Servers!

Patient Messages Mailbox

➢ New feature that allows for better transparency when communicating with patients while providing better patient experiences when interacting outside the clinic setting.

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Automatic Document Publishing

➢ New feature allows the practice to set up documents that can be automatically published to the patient’s portal based on their appointment.

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Patient Phone Numbers to Barcodes

➢ New feature that automatically adds the patient’s phone number as a barcode.

Patient Statements Option to display Date of Birth

➢ New feature that provides an option to display the patient’s date of birth on their statements.

XDocs Macro Management

➢ New feature that allows for macros to be renamed and managed without opening an existing document.

Flexnote Updates

➢ Updated FlexNote where Salted Values are highlighted for visibility and automatically de-highlighted once the values are updated.
➢ New option to easily add addendums within FlexNote.


Click here for detailed information on new features on app servers




Monthly New Features Highlights – December 2022

New Features Available on Production Servers!

Patient Responsibility Estimator

➢ New feature that allows the practice to view patient responsibility.

Billing Widget Update

➢ The Billing Widget now has the new option for individual users to set favorites for their
modifiers similar to what we do with ICD/CPT Codes.

Auto Check-out by Appointment Type

➢ New feature that allows users to automatically check-out patients based on appointment

Schedule Alerts

➢ Updated Alerts for patient balances that go over or under a set threshold.

Documentation Updates

➢ FlexNote now has a set of new features including creating tasks within a note, highlights for
unreviewed fields, and adding an addendum to completed notes.
➢ XDocs now has additional logging features.

Click here for detailed information on new features on app servers


Patient Portal Optimizations

➢ New settings for preferred patient portal version
➢ Patient portal logs now include portal version, portal link, and delivery method used.
➢ Patients can now view their medications in the CareToMe patient portal.
➢ Appointment Type Summary Report now includes unique patient count.

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