new-feature High ios windows

December 14, 2021 Release

This release introduces enhanced legal form management with electronic signature capabilities and improved insurance claim handling. New features span Practice App, Patient App, and Web Portal, enabling better documentation workflows, billing operations, and remote e-signature requests.

Released Dec 14, 2021
Product admin-settings
Impact High
Platforms ios, windows

What's Changed

NEW Enable Legal Form 'Review After Signing' default in new Web Portal cloud configuration
IMPROVED Important changes to Legal Forms in the Practice App
NEW View which Legal Forms require action
NEW Review a signed Legal Form
NEW Remotely request an electronic signature of a Legal Form to a patient
IMPROVED Important changes to Insurance processing
NEW Search by claim number in the Web Portal
NEW Biller export button to export insurance claim data
IMPROVED Edit a paid charge on a remittance
NEW Legal Forms section within the Patient App

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