Changelog

Stay up to date with the latest product updates, bug fixes, and new features.

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May 31, 2026

Insights

Appointments Page Available to All Users

The rebuilt Appointments page is now available to all users. The fast list view brings patient demographics on hover, per-appointment rule-based alerts, eligibility run details and source, suggested collection amounts, and tags into a single worklist. Build Custom Views for your team’s workflows, let Athelas AI explain every suggested charge, and rely on an eligibility parser that reads 100% of the benefits returned by the clearinghouse.

Claims Page Features Available to Everyone

The Claims Page features that were in beta last month have graduated and are rolling out to all customers.

• Group-By on the claims table is now releasing to all sites. Group claims by site, insurance, week, month, and more, with right-click context menus and column-level sorting.
• Claim Context is now in production. The side panel brings Payments, Submissions, and Remittances together, with procedure-level payment breakdowns and AI-powered submission comparison.
• The comprehensive activity feed is now rolling out to all customers, giving every claim a complete audit trail of submissions, remittances, reconciliations, ERAs, appeals, patient responsibility, and assignee changes.
• Bulk Actions continue to expand, with Athelas Assistant now helping you navigate more ambiguous bulk actions across large sets of claims.

More Claims Page Improvements

• Clearinghouse status updates (277s): See provisional claim status updates from clearinghouses directly on the Claims Page, available as both individual and bulk actions.
• Provider-level adjustments in the posting tool: Apply adjustments at the provider level while you post.
• A more unified worklist: Legacy billing pages are being folded into the Claims Page, so more of your work happens in one place.

Patient Profile Rollout

The new Patient Profile continues to roll out to more sites, giving billing teams one place to understand a patient’s balance, charges, transactions, and credits, with Athelas AI on hand to explain patient responsibility.

Bug Fixes and Improvements

Claims:

• Group-by views, claim context, and the activity feed received polish as they expanded to more sites
• Continued reliability improvements so fewer claims get stuck on resolvable errors

Posting & Remittances:

• Provider-level adjustments and additional refinements to the posting workflow

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May 30, 2026

Air

[Beta Users Only] Flowsheets V2 Expands to More Clinics

Following its initial pilot, the rebuilt flowsheet experience is now rolling out to more clinics. This update adds customizable carry-forward behavior so each visit starts from the right baseline, support for credential modifiers such as KX and PTA/OTA so billing reflects who delivered care, and the ability for the AI Scribe to apply CPT codes directly to flowsheets, cutting down the manual work of coding each treatment.

Site and Facility Branding Available to All Users

White-label branding is now available to all practices. Your logos and facility- or site-specific preferred names appear across every patient-facing touchpoint, including branded email, text messages, and the patient portal, so patients always see your practice’s brand instead of a generic one. Multi-location practices can tailor branding for each facility.

Online Scheduling Improvements

Online scheduling keeps getting better for patients and front-desk teams alike. Patients can now see available times for single-appointment booking, providers they have previously seen are tagged in the provider list to make rebooking easier, and practices can configure whether patients are allowed to book appointments or update their insurance directly from the portal.

Collections Alerts Now Live

Pop-ups now appear during scheduling and check-in when a patient has been sent to collections. Surfacing this at the moment staff are already working with the patient makes it easy to address an outstanding balance before the visit, instead of chasing it down with a separate follow-up.

Multi-Site Access from a Single Account

Staff and providers who work across more than one location no longer need a separate login for each site. A single account can now access multiple sites, so you can search for patients, view the schedule, open chart notes, and manage prior authorizations across all of your locations without logging in and out.

Prior Authorization Improvements

Managing prior authorizations is faster. The pre-certification dropdown now lets you filter by archived or active status so expired authorizations stay out of your way, and credential-group insurance search surfaces more results at once, making it quicker to find and attach the right authorization.

[Beta Users Only] Patient Portal Authorized Representative Access

Caregivers and authorized representatives can now access the patient portal on a patient’s behalf, each with their own sign-in and notifications. This helps parents, guardians, and care partners stay on top of a patient’s appointments, forms, and records, and supports ONC requirements for proxy access.

Bug Fixes and Improvements

Chart Notes:

• Institutional (UB-04) chart note submission unblocked for applicable sites
• Flowsheet carry-forward and credential-modifier fixes for more accurate documentation

Scheduling & Front Desk:

• Calendar eligibility status now refreshes correctly after a re-run
• Faxes can be split into multiple separate faxes, with custom coversheet support on the way

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April 30, 2026

Air

[Beta Users Only] Clinical Document Exchange

Air now supports exchanging C-CDA clinical documents with other providers, an important step for care coordination and interoperability. You can generate, send, and receive documents through Direct secure messaging, view them in a built-in viewer, reconcile incoming clinical data into the patient’s chart, and match each document to the right patient. Patients can also view and download their own records from the portal.

[Beta Users Only] Flowsheets V2

We have rebuilt the flowsheet experience to make documenting treatment faster and more accurate. You can add, update, reorder, and remove interventions and CPT codes within a procedure, and use the “Mark All as Done” shortcut at the treatment header to close out a visit in one click. The AI Scribe can populate flowsheets for you from the visit, and you can import interventions from a previous visit, including across cases, so recurring treatment plans take seconds to carry forward.

Plan of Care Tracker Improvements

The Plan of Care Tracker is now much easier to work with day to day. Sortable columns and saved filters let you organize certifications the way your team thinks about them, an insurance-type filter helps you focus on the cases that matter most, a free-text notes field keeps important context right where you need it, and a new audit log tracks every change for compliance.

Configurable EHR Alerts

Practices can now build their own in-app alert rules with custom conditions. Matching alerts appear as banners directly inside the chart note, so clinicians get the right prompts, such as a missing piece of documentation or a care gap, at exactly the moment they are charting, without relying on outside checklists or reminders.

[Beta Users Only] Site and Facility Branding

A new branding engine lets practices white-label their patient-facing communications. Logos and facility- or site-specific preferred names now flow through email, text messages, and the patient portal, so patients consistently see your practice’s brand rather than a generic one across every interaction.

Online Scheduling Improvements

Online scheduling now shares the same availability engine as the rest of the calendar, so the times patients see always match what is truly open. Practices also get provider and facility visibility settings to control exactly who appears for booking, and patients move through a rebuilt, simpler sign-up flow.

Collections Alerts at Scheduling and Check-In

When a patient has been sent to collections, a banner now surfaces during scheduling and check-in so staff can address the balance before the visit rather than after. Check-in will also prompt for a policyholder address when the patient’s own address is missing, keeping records complete for billing.

Faxing Improvements

Faxing is more organized and reliable. You can assign a document type to fax attachments and filter the faxing page by it, reorder faxes within the create-fax drawer, and faxes sent from a chart note now carry the correct facility and provider attribution so the receiving office knows exactly where they came from.

Bug Fixes and Improvements

Chart Notes:

• Treatment justification and notes now appear in all chart note PDF exports
• Previous measurements now reference the prior Progress Note specifically
• Immunizations capture a structured vaccination group
• Dictation supports voice-triggered dynamic text snippets

Scheduling & Front Desk:

• Create a new case directly from the appointment drawer
• Fixed an error when discharging a patient and cancelling all future appointments
• Insurance cards can now be deleted from the attachments view

Intake & Outreach:

• Added a “Required” toggle to single-choice questions in patient intake templates
• Outreach reminders now use the facility’s timezone, with NPS summary drill-downs and functional outcome forms available in outreach flows

Patient Portal:

• Facility addresses are hidden in the portal for telehealth-only practices

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April 27, 2026

Insights

New Appointments Page

The Appointments page has been rebuilt as a rich, fast list view that puts everything front office staff need in one place. Hover any appointment to see patient demographics, view rule-based alerts inline, and see eligibility run details and source, suggested collection amounts, and tags at a glance.

You can build Custom Views tailored to your day-to-day workflows, so each team sees exactly the appointments they need to work. Athelas AI explains every suggested charge in a short, readable summary, with one click to dive into the full breakdown when you need it.

The page is powered by a revamped eligibility parser that now reads 100% of the benefits returned by the clearinghouse, presented in a clean, readable layout. You can clearly see the benefits coming in, the rules applied on top of them, and the verified benefits used to suggest each charge. An appointment activity tracker shows the full history of an appointment, and you get complete visibility into every past eligibility run, with one-click Athelas AI comparison between runs. You can also rerun an eligibility check through any source Athelas integrates with and compare results side by side, and a step-by-step charge explanation screen walks you through the entire process, from fetching eligibility to applying rules and finalizing the charge.

Claims Page Available to All Users

The Claims Page is now available to all users as the single, authoritative interface for managing claims end to end, bringing months of foundational work together in one place.

• AI Copilot for Claims: Ask Copilot for a financial summary or procedure rollup, submit claims, run eligibility, and compare historical submissions, all from the Claims Page.
• Eligibility Check in Claims: Verify patient eligibility without leaving the claim. View and compare historical eligibility checks per payer, and modify the eligibility payload when needed.
• EHR Import Status & Sync: See when the last EHR import ran, when the next one is scheduled, and enable or disable sync per claim.
• Charge Master integration: Charges auto-populate when a procedure matches your fee schedule, with nearest-approximate suggestions when there isn’t an exact match.
• Rule-engine bypass: Manually bypass validation errors (CCI, LCD/NCD, and dental) when appropriate, so a claim is never stuck.
• UX polish: Customizable columns, claim templates, enhanced “Go to…” links, keyboard shortcuts (CMD + /), and guided tours.

Charge Master Released to All Users

The Charge Master is now released to all users. Fee schedules are created and maintained entirely within Insights, driving accurate charge entry across both the Appointments and Claims pages and giving your practice a single source of truth for pricing.

New Patient Profile

The new Patient Profile brings patient responsibility into one coherent workflow. Instead of jumping across charges, transactions, credits, and timelines to understand a balance, you get patient context, Charges and Transactions, detailed drill-downs, and Athelas AI in a single experience. Credit movements are now visible and traceable, so you can understand where credits came from, where money went, and how they affect the patient’s balance. PR Explainability lets Athelas AI explain a patient’s balance in plain language.

Remittances and Deposit Verification

The posting workflow received major improvements. A new remittances overview supports bulk CSV and EDI export, fuzzy deposit search, and bank account management. Posted payments now group dynamically, check-matching status filters make reconciliation faster, parent and child sites are fully supported, and ERA/EOB PDFs can be delivered directly by email.

Reporting Upgrades

• Report History: Get clear visibility into past report runs and quickly spot any that failed.
• Revenue Activity Report: Now generalized for all customers, with customer-facing documentation to help you get started.
• Faster reports: The Posting Log report is roughly 50× faster, and the Claim Details Export has been optimized to run smoothly even for high-volume sites.

[Beta Users Only] Bulk Actions on Claims

Work entire sets of claims at once from the Claims Page. Bulk actions include assign, tag, comment, submit and resubmit, update insurance, update providers, update intent-to-bill and prior auth, write off, and push to next payer, all with undo support.

[Beta Users Only] More Claims Page Tools

Several additions make the Claims Page even more powerful for beta users:

• Group-By views: Group the claims table by site, insurance, week, month, and more, with right-click context menus and column-level sorting.
• Create Claim: Create claims directly on the Claims Page, from filters, from a previous claim, or using claim templates.
• Claim Context panel: A side panel that brings Payments, Submissions, and Remittances together, with procedure-level payment breakdowns and AI-powered submission comparison.
• Comprehensive activity feed: A complete audit trail for each claim, covering submissions, remittances, reconciliations, ERAs, appeals, patient responsibility, and assignee changes.

Bug Fixes and Improvements

Claims:

• Improved charge entry accuracy by validating procedures against the Charge Master before they are added to a claim
• Strengthened claim validation reliability so fewer claims get stuck on resolvable errors

Posting & Remittances:

• Added fuzzy deposit search and dynamic grouping of posted payments to speed up matching
• Improved support for parent and child sites throughout the posting workflow

Eligibility:

• The eligibility parser now captures 100% of clearinghouse benefits, replacing the previous selective parsing
• Verified benefits and the rules applied to them are now shown clearly alongside each suggested charge

Patient Responsibility:

• Credit movements are now traceable end to end, making patient balances easier to explain
• Payment reliability improvements reduce the risk of duplicate payments

Reporting:

• Significant performance improvements across the Posting Log report and Claim Details Export

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March 9, 2026

Air

HEP Library Upgrades

The Home Exercise Program (HEP) Library has been significantly improved to make building and assigning exercise programs faster and more accurate. Providers are now alerted when a chart note contains deprecated interventions, with an in-app flow to replace them with current equivalents.

The Planned Interventions section is now a multi-select checkbox picker, the search prioritizes standard HEP library exercises over custom ones, and similarity matching surfaces the most relevant results. Uploaded exercise images now display correctly in intervention dialogs.

[Beta Users Only] Simplified Online Scheduling Access

Updating from the patient waitlist from the last change log, patients can now schedule appointments and join the waitlist without needing to create a patient portal account. The new Name + Date of Birth access model lets patients book directly from your practice’s scheduling page, making it easier for new and returning patients to get on the calendar without front desk assistance.

Practices can display their site name on the scheduling landing page, and appointment notes are now supported so patients can provide context when booking online.

[Beta Users Only] Plan of Care Tracker

The Plan of Care Tracker has been fully redesigned with a new 10-state status lifecycle, giving therapy practices a clearer view of where each patient stands in their plan of care.

The tracker now supports facility and case status filters, auto-faxes updated plans of care when changes are detected, and automatically closes tracker entries when a case is discharged. Appointment-level alerting shows Due Soon, Overdue, Sent, and Certified statuses directly on the calendar.

[Beta Users Only] Post-Visit Outreach and NPS Surveys

Automated NPS surveys can now be sent to patients after their visits to collect feedback on their care experience. The outreach flows engine has been expanded to support appointment-number-based messaging, so you can configure rules like “send a check-in message after the 3rd visit” or “trigger a satisfaction survey after the 10th appointment.”

Message variables for appointment context are now available, and the sent messages table includes additional columns to help you track delivery and engagement.

For more information, check out the Outreach Flows User Guides.

[Beta Users Only] Provider-Specific Waitlist

Patients can now select multiple providers when joining the waitlist, indicating they’ll accept an appointment with any available clinician. Staff can filter the waitlist queue by site and view patient waitlist preferences directly from the demographics page. Full waitlist preference management is available from the appointments tab, and patients are also automatically prompted to join the waitlist when canceling an existing appointment.

Practices now have greater control over waitlist behavior with new configuration options. Admins can configure the messaging bucket size to set how many patients are simultaneously offered an open slot, and control whether a patient’s provider preferences carry over after they accept a waitlist offer. It’s also now possible to configure whether outstanding patient offers expire automatically when a new bucket is messaged.

[Beta Users Only] Order Sets (Medication Templates)

Providers can now build reusable order sets — pre-configured bundles of medications, labs, imaging, and referrals — and apply them directly within the chart note workflow. The Order Sets Manager lets you create, edit, favorite, and search order sets from a centralized view.

An Import Order Set pop-over allows quick selection from within a note, and optional fields for quantity, refills, and duration give providers flexibility when applying sets with variable dosing. Order sets for imaging, labs, referrals, and DME are in progress.

[Beta Users Only] Custom Face Sheets

Practices can now build custom face sheet templates in EHR Preferences using a rich text editor with variable fields drawn from patient demographics, insurance, provider, facility, vitals, and appointment data. Block nodes for medications, allergies, and diagnoses populate as tables automatically.

Templates can be previewed, set as the site default, and archived. Staff can print a single patient’s face sheet from the Patient Flow calendar or bulk-generate face sheets for a full day’s schedule by provider and date range.

[Beta Users Only] Dynamic Text Snippets

Providers can now create reusable text snippets scoped to specific providers and chart note sections, triggered by a configurable character (/, ., or +). Snippets support inline alternate word dropdowns, carry forward into subsequent notes, and render accurately in exported PDFs — reducing repetitive typing across high-volume documentation workflows.

[Beta Users Only] Bulk Chart Note Export

Chart notes now appear automatically on the Patient Attachments page once signed, eliminating the need to manually download and re-upload individual PDFs. Staff can select chart notes alongside other attachments — imaging documents, faxes, insurance cards, and more — for bulk download or fax in one action.

A per-row button on the Appointments view also lets staff manually push any specific chart note into the attachments page.

Bug Fixes and Improvements

Scheduling:

• Scheduling reserve blocks can now be capped by appointment type, giving practices finer control over how many patients can be booked into reserved slots

Chart Notes & Documentation:

• Chart notes now automatically generate versioned PDF attachments at submission that can be downloaded, faxed, and assigned via tasking
• Providers can create configurable text shortcuts with variable dropdown options that insert structured content directly into chart note sections, reducing repetitive documentation
• Fixed a regression where chart note billing fields (minutes, units, CPT modifiers) could not be edited after unlocking a note
• Resolved an issue where chart note attachments were not being created on submission
• Fixed an issue where HEP could not be sent when a chart note was locked

Messaging:

• Unread patient message threads now appear in bold, and staff can manually mark conversations as unread to flag them for follow-up

Orders & Letters:

• Site logos now appear on all order types, and appointment date of service and facility fax number are available as template variables in custom letters

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March 6, 2026

Insights

[Generally Available] Claims Page

The Claims Page is now available to all users, with a guided tour on first visit to help you get oriented. Claims can now be filtered by Billing Type (Federal, Commercial, Auto, or Workers’ Comp), EHR ID, or WC/Auto, and exported as a CSV. Assignments also now work across parent and child sites, and views can be duplicated for easy reuse by right-clicking on a custom view. Copilot now has the ability to edit patient demographics, change insurances, trigger reviews, submit claims, and more.

To quickly copy a Claim ID, use CMD + . on Mac and CTRL + . on Windows. CMD/CTRL + C also copies a link to the claim to the clipboard.

To get started, check out the Claims Page guide.

Appointments List Page

The new Appointments List page gives front desk and billing staff a focused view of the day’s schedule. It supports filters and saved views, with “All Appointments” and “Check-in Today” available out of the box. Each appointment row includes an AI-generated summary of suggested charges and outstanding balance, along with inline alerts, charges, and notes with unread counts. Staff can tag appointments directly from the list, and hovering over a row surfaces key patient demographics without leaving the page.

[Beta Users Only] Patient Profile Update

The redesigned Patient Profile includes an improved charges and transactions view. The layout now surfaces cancelled charges while filtering out $0 rows to reduce noise, and Charge Details have been expanded to include provider, facility, and encounter ID — each linking directly to Transaction Details.

Both tables support infinite scroll, a “Who facilitated the payment” column has been added for visibility into payment history, and staff can now reverse accidentally cancelled patient responsibilities. Payment terminology throughout Copilot has also been updated to be more patient-friendly.

Bug fixes and improvements

Patient Demographics:

• You can now edit all patient demographic information including name, email, phone, address, gender, and date of birth.

Reports:

• Extended report download link expiration from 12 to 24 hours, giving staff more flexibility when sharing reports
• Added inline documentation links directly within the Aging AR, UDS 9D, and Provider Line Item reports for faster reference

Collections:

• Added automated alerts for payment plan failure rates, surfacing issues proactively before they impact collections

Patient Data:

• Fixed an issue where eligibility checks were overwriting a patient’s date of birth on the Appointments page, causing incorrect demographic data to display

Eligibility:

• Fixed a bug where the “Other Payer Exists” eligibility condition wasn’t evaluating correctly in all scenarios, causing pre-visit rules to apply incorrectly

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March 4, 2026

Insights

Claims Page

We’ve shipped a number of updates to the Claims Page this month, here’s everything that’s new:

Downloading All Claims

Added a bulk download button to let you download all rows in the table as a CSV (with the addition of a Facility column). If it takes longer than 10 seconds to generate, you will receive it by email once completed

Added CARC and RARC filters to quickly sort your denials

Added filters for Workers’ Comp, Auto, and Commercial under the Insurance Billing Type filter

Added the ability to quickly duplicate views to start view creation from the baseline of another

Added a hotkey to trigger the Filters functionality with the F key

• Added an additional filter for Submission ID (referred to as Claim ID on the Denials Worklist and Rejections)
• Updated the logic of the Charges column to align with the Claim Charge Amount inside the claim itself for consistency
• Reduced the number of clicks it takes to save a custom view
• Parent/child sites now have the ability to assign claims to parent/child users
• Improved load times when filtering by insurance

Editing a Claim

• Updated Athelas Assistant to now support:
  • Resubmission and submission
  • Fetching the claim’s financial summary
  • Updating patient and claim information
  • Reviewing the claim against CCI and billing rules
  • And more

When previewing a submission, you can now quickly reference the type of submission that has been generated (Professional/Institutional/Dental) in the top right

Added a “Go to…” link on the Claim edit screen that links you to the relevant page in Claim Details, Patient Responsibility, Posting Tool, and Remittances

Added a hotkey to copy a claim’s ID to your clipboard with CTRL + . (CMD + . on Mac)

Added the ability to drag-and-drop diagnosis code pointers on a procedure to make re-ordering much simpler

• Updated the main button on the Claim edit screen to say Resubmit instead of Submit if a submission already exists
• For sites using a charge master, you can now see the Charge Item in the Procedures table in its own column without clicking into the procedure
• Improved the assignee selection popover to be alphabetical and to filter out inactive users
• Improved the Diagnoses table by giving more space to the Description column for easier reading
• Added an error notification if a claim was imported from an external EHR with too many diagnosis codes
• Fixed a bug where you couldn’t create a procedure after clearing all diagnosis pointers
• Improved the automatic collapsing behavior of the Properties and Controls panels on dynamic window sizes
• Fixed a bug where long comments without spaces did not wrap correctly in the Activity Feed

Institutional Claims

• Updated the logic behind the Discharge Date field to allow discharges after the claim’s end date
• Updated the flow of adding diagnosis codes to simplify the addition of POA indicators and additional diagnosis labels
• Fixed a bug where you couldn’t remove an occurrence code once added to an institutional claim

Dental Claims

• Updated dental claims to allow submission with no diagnoses
• Fixed an issue where duplicate diagnosis codes were appearing on dental claims, causing submission errors

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January 31, 2026

Air

[Beta user only] Patient Waitlist

On January 5, 2026, we launched Waitlist to select customers. Waitlist helps practices fill open schedules faster by automatically offering cancelled appointment slots to patients who couldn’t find available times.

Patients can join the waitlist through the Patient Portal by specifying their provider, facility, appointment type, and time preferences. Staff can also manually add patients to the waitlist from the Calendar’s Requests tab. When a cancellation occurs, the system automatically offers the slot to the first matching patient on the list via text and email.

Waitlist includes configurable settings for approval requirements, offer expiration times, minimum fill times, and automatic cancellation of duplicate appointments. Available to beta customers, contact your account manager if you are interested to join the beta.

[Beta user only] Custom Orders and Letters

We’ve completed development for Custom Orders and Letters, enabling practices to create reusable templates for medical orders that can be quickly filled out and sent to recipients. The feature includes:

• Template builder with rich text editor supporting formatting, tables, and interactive fields
• Variable system that automatically populates patient, provider, facility, and insurance information
• Auto-fill of diagnosis codes and procedures from appointments
• Interactive fields (text inputs, text areas, diagnosis code fields) for customizing each order
• Live preview panel to see how templates will appear when printed or sent
• Draft saving to continue editing orders later

[Beta user only] NPS Survey for post-visit feedback

We’ve launched NPS Survey workflows to collect patient feedback following visits. The workflow can be added to Outreach Flows, prompting patients to rate their experience and provide feedback via text or email.

Detractor responses automatically trigger email notifications to practice stakeholders for immediate follow-up, while promoter responses can direct patients to leave public reviews on Google, Yelp, or other review platforms. Survey responses are stored as PDFs in patient attachments for easy reference.

Bug fixes and improvements

Appointments & Scheduling:

• Fixed an issue where waitlist pop-up messages didn’t display the patient’s name, making it unclear which patient was being offered an appointment
• Fixed a problem where external appointment type IDs were missing, causing scheduling errors when booking appointments through the patient portal

Quality Measures:

• Resolved multiple quality measure alerting issues affecting BMI screening, depression screening, diabetes mellitus, controlling high blood pressure, falls screening, medication documentation, and post-fracture communication, ensuring alerts now appear consistently in chart notes for proper patient care tracking

Chart Notes & Orders:

• Completed migration for Time In/Out storage in chart notes to support Medicare compliance requirements for documenting visit duration
• Fixed an issue where discharge notes didn’t automatically discharge the patient case upon submission, requiring manual discharge steps
• Fixed KX modifier visibility in the flowsheet, ensuring that the auto-applied KX modifier for therapy cap exceptions is properly displayed

User Interface:

• Implemented automatic task creation for failed fax transmissions, ensuring staff are notified when faxes don’t go through successfully

Integrations:

• Fixed an error where the prior authorization report was broken for a customer, preventing staff from viewing authorization statuses
• Resolved an issue where users were unable to create or save measurements in the EHR, blocking documentation of patient vitals and assessments

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January 30, 2026

Insights

[Beta user only] Charge Master released to pilot customers

Charge Master is now available for selected pilot customers, a comprehensive tool to manage your charge masters across payers and facilities. The feature set includes:

• CSV upload with intelligent column mapping and payer identification
• Manual charge master creation for individual entries
• Bulk editing and retirement of charge masters
• Copy charge masters across facilities
• Complete activity logging for audit trails
• Multiple effective dates with date range management
• NDC (National Drug Code) support
• Search across main table and activity log

The tool includes comprehensive validation for CPT codes, billing types, and payer mappings. We’ve added payer mapping history tracking, downloadable CSV error reports, performance improvements for large file imports, and AI-powered bulk editing through Copilot. Contact your account manager for access.

[Beta user only] AI Report Builder beta release

We launched the AI Report Builder to selected external beta customers. Teams can ask questions in plain English and get instant reports backed by their data, with natural language queries, automatic SQL generation with security post-processing, patient-level security enforcement, saved reports library, CSV downloads, and quality checking system.

[Beta User Only] Patient Profile redesign

We’ve redesigned the Patient Profile page with a new 3-panel layout that makes it easier to understand patient balances and payment history.

The redesign includes separate tabs for Patient Details, Charges, and Touchpoints, enhanced activity feed showing payment events, improved transaction details display, and contextual Copilot suggestions that adapt to your current view.

Improved eligibility infrastructure

We’ve completed major infrastructure improvements for eligibility:

• Historical eligibility records table storing full payload and parsed benefits
• Site and payer-level source configuration (choose Waystar, Change Healthcare, etc.)
• Rule change detection triggering automatic eligibility updates
• Unified benefit parsing across clearinghouses

These improvements reduce manual intervention, improve data consistency, and enable better troubleshooting when eligibility issues arise.

Remittances Dashboard updates

We’ve added filtering capabilities to help you analyze payment patterns. New features include deposit source filters across Waterfall, Checks, and Deposits views, provider-based deposit breakdowns showing payouts per check by rendering provider, and improved empty states.

Bug fixes and improvements

Eligibility & Benefits:

• Fixed an error where insurance deductibles and remaining benefits were being calculated incorrectly, causing inaccurate patient responsibility estimates
• Resolved an issue where appointment eligibility counts were displaying incorrect numbers to staff members
• Fixed eligibility timestamps to properly display in the user’s local timezone instead of UTC
• Improved eligibility parsing to better handle complex scenarios with benefits from multiple insurance carriers, reducing errors when patients have secondary coverage
• Fixed query performance issues on the appointments endpoint, making appointment pages load significantly faster

Collections & Reporting:

• Fixed an error where outstanding balances in end-of-day emails were being calculated incorrectly
• Corrected patient exclusion logic in daily collections reports, ensuring the right patients are included in collection metrics
• Resolved A/R Report discrepancies where Insights calculations didn’t match external reports, improving data accuracy for financial reconciliation
• Enhanced report documentation and migrated all reporting guides to our new documentation platform for easier access

Claims & Encounter Details:

• Fixed an error where diagnosis codes would fail to save properly in certain scenarios
• Resolved date range filtering issues across multiple pages, ensuring filters work consistently throughout the application
• Fixed various errors in the posting tool and encounter details pages that were preventing users from completing their workflows

Payment Plans:

• Added monitoring alerts for payment plan success rates to proactively identify and resolve issues, ensuring reliable automated payments for patients

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Dec 19, 2025

Insights

Accounts Receivable Report dramatically faster

We’ve achieved dramatic performance improvements on the A/R Report Page through query optimization and infrastructure changes.

The improvements use optimized query patterns while maintaining backwards compatibility for all calculation methods.

Bug fixes and improvements

Claims & EOB:

• Fixed an error where currency values were being converted incorrectly during EOB remittance posting, causing payment amounts to be wrong
• Improved claims history query performance to load significantly faster, reducing wait times for users reviewing claim timelines
• Fixed a performance issue where claim form generation was taking too long, making it 2x faster to generate claim PDFs
• Resolved an error where EOB posting would fail or time out when processing large files, now successfully handles files with 2,800+ remittances

User Interface:

• Fixed an issue where the denials page would not scroll properly and navigation buttons were not working correctly
• Resolved an error where users were being logged out unexpectedly when working with deposit transactions

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Nov 30, 2025

Insights

Financially Responsible Party support

We’ve enhanced payment handling to properly support Financially Responsible Parties (FRP). This allows you to designate and manage different responsible parties for patient accounts, ensuring payments and statements go to the correct person or entity. The feature includes improved payment processing, statement routing, and balance tracking for FRP scenarios.

[Beta user only] Patient Responsibility Explainability: Charges Details

We’ve released Charges Details to pilot customers, helping patients understand exactly what they owe. The new view shows detailed procedure breakdowns for each date of service, current balance and payment history, available refund amounts, and direct access to payment and refund actions. Staff can now refund payments, write off charges, cancel patient responsibility requests, and view remittance details—all from a single interface.

FQHC Revenue Activity Report

For FQHC customers, we’ve built a comprehensive Revenue Activity Report showing month-over-month financial performance:

• Charges, payments, and adjustments broken down by category
• Sliding fee adjustments properly categorized
• Contractual adjustments and net transfers
• Delta version showing changes versus absolute values

The report is available for use in monthly closes and federal reporting.

UDS 9D federal reporting tool

We’ve created the UDS 9D report required for FQHC federal reporting submissions. The report properly splits charges across payers, handles bad debt and sliding fees according to federal guidelines, and excludes specific code ranges per UDS requirements.

Bug fixes and improvements

Payments & Refunds:

• Fixed an error where credit card refunds were failing to process correctly, preventing staff from completing refund transactions
• Resolved an issue where subscription balances were calculating incorrectly, showing wrong amounts owed by patients
• Fixed an error that prevented staff from canceling patient responsibility requests when needed

Patient Workflows:

• Fixed a timing issue where verification codes were expiring too quickly, blocking patients from completing online payments
• Resolved workflow errors that were preventing patients from successfully completing the check-in process

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Nov 30, 2025

Air

E-prescribing with controlled substances

We completed DEA certification for controlled substance prescribing through the Drummond Group.

You can now prescribe both controlled and non-controlled substances directly from the EHR with secure identity verification through ID.me. The system tracks prescription status, refills, and pharmacy submissions automatically.

Scribe integration with redesigned EHR

The AI Scribe now works seamlessly with the redesigned EHR and dynamic template system. Notes generated by Scribe automatically populate the correct template sections, saving providers time on documentation. Existing customers can now migrate to the new EHR design with full Scribe functionality.

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Oct 31, 2025

Insights

Stripe Separate Charges & Transfers migration

We’ve migrated customers to Stripe’s Separate Charges & Transfers (SC&T) infrastructure, providing better payment handling and financial controls:

• Customer mapping for customers with Stripe accounts per facility or provider
• Auto-retry mechanism for failed transfers
• Race condition fixes when creating or reversing transfers
• Manual transfer capability for advanced payment scenarios
• Improved payout tracking in ledgers

These improvements reduce payment processing errors and give your team better visibility into financial transfers.

Patient workflow improvements

We’ve enhanced patient workflows and intake forms with better validation and reliability:

• Improved validation error messages for patient intake forms
• Better network error handling and display
• Fixed form ordering alignment issues
• Enhanced patient update template submissions

These improvements make patient check-in and paperwork submission smoother and more reliable across all customers.

Suggested charges automatically stay in sync

We rebuilt the suggested charges infrastructure to use event-driven architecture instead of queue-based processing. Now when eligibility changes, suggested charges update automatically through listeners rather than waiting in a queue.

This resolves the slow-draining queue issue from early October and ensures patients always see the most current cost estimates based on their latest eligibility information.

Report performance optimizations

We’ve moved multiple resource-intensive operations to read replicas, reducing load on the primary database:

• All KPI metrics queries
• Revenue Analysis page endpoints (now fully cached)
• Patient Breakdown queries
• Claims count queries

We also added strategic database indexes to eliminate slow sequential scans, improving page load times across the reporting suite.

Bug fixes and improvements

Payments:

• Fixed an error where patient account credits were being incorrectly applied to subscription balances instead of the intended charges
• Resolved timeout issues that were causing payment processing to fail, preventing patients from completing their transactions
• Fixed errors that prevented gift card payments from being processed successfully

Patient Statements:

• Resolved an issue where patients across multiple customers were not receiving their statements due to delivery failures
• Fixed a display problem where mailing addresses were showing incorrectly or incompletely on statements
• Fixed errors in the statement scheduling system that prevented statements from being sent on their scheduled dates
• Corrected calculation errors in batch history where balance amounts were displaying incorrectly

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Oct 25, 2025

Air

Complete EHR redesign launched

We completed a major redesign of all core EHR pages with a modern, intuitive interface. The new design includes improved calendar views, streamlined patient search, cleaner demographics displays, organized attachments, and a completely rebuilt chart note system with dynamic templates.

Labs ordering complete

Lab ordering is now fully integrated into the chart note. You can order labs from Quest, Pathgroup, and other vendors through HealthGorilla, with results automatically captured and displayed in the EHR. The system supports both third-party lab orders and in-house lab billing for practices with their own lab facilities.

Messaging and tasking

Internal messaging allows your team to communicate within the practice, while external messaging connects directly to patients using the Interact system. The new tasking feature lets you create task lists for team members with status tracking and priority levels, including group-level task assignment.

Patient Check-in and check-out

Streamlined patient check-in and check-out workflows help your front desk process patients faster. You can now copy and paste appointments for recurring visits, print upcoming appointment lists, and manage patient flow more efficiently.

DME billing support

If your practice bills for Durable Medical Equipment (DME), Air EHR now supports DME billing codes and documentation. The system includes prior authorization tracking by billable units with the ability to override calculations when needed, plus soft alerts to flag potential issues.

Data migration improvements

We’ve dramatically improved the data migration process for new customers. Migrations from WebPT, Raintree, and Empower now complete in 15-30 minutes instead of 6-8 hours. We’ve successfully migrated over 20,000 chart notes across 14 customers with minimal manual intervention.

Performance improvements

Chart note pages load significantly faster with improved typing responsiveness. Flowsheets now load approximately 39% faster, and we’ve added batch update capabilities for more efficient data entry.

Bug fixes and improvements

Chart Notes:

• Fixed an issue where chart notes were not auto-saving reliably, causing providers to lose their work
• Resolved errors that occurred when editing or converting chart note templates, which prevented template modifications
• Improved how dynamic templates render to eliminate display issues and ensure all fields show correctly

Permissions:

• Added the ability for billing managers and admins to edit and submit chart notes, expanding access beyond just providers
• Enhanced role-based access controls to provide more granular permission settings across the system

Data Management:

• Added the ability to delete and archive cases, insurances, and prior authorizations that are no longer needed
• Fixed errors that prevented users from editing appointment details after they were created

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Sep 30, 2025

Insights

[Beta user only] Kiosk patient check-in

Your patients can now check in for appointments and pay outstanding balances using the self-service Kiosk. The Kiosk verifies patient identity, checks insurance eligibility in real-time, and processes payments—reducing front desk workload and improving patient flow.

Available at select customers. Contact your account manager to join the beta program.

[Beta user only] Check Deposit Manager

The Check Deposit Manager gives your team visibility into checks, deposits, and remittances. View check-level remittance data, track deposit sources, and understand cash flow through comprehensive tables and filtering. Features include deposit slip generation and CSV downloads.

Currently available to pilot customers.

Patient Statements Redesign

We’ve redesigned patient statements to significantly reduce your mailing costs. The new black and white format uses fewer pages while maintaining clarity. Key improvements include:

• Mail check address added to first page
• Patient ID and name on every date of service
• Reduced page count to lower postage costs
• Revenue codes added for hospital statements

The redesign is feature-flagged for gradual rollout, allowing us to collect feedback before broader deployment.

Performance improvements

We resolved a critical database connection pool issue that was causing timeouts across multiple services. The fix reduced mean query times from 15 seconds to sub-second performance, stabilizing the system during high-traffic periods.

We also stabilized the eligibility batch job queue after an overload incident, implementing better resource allocation and scheduling to prevent future backlogs.

Bug fixes and improvements

Patient Statements:

• Fixed an issue where statements were not being sent to financial guarantors who had dependents, leaving families without billing information
• Resolved a problem where duplicate copies of the same statement were appearing in downloaded ZIP files
• Fixed errors that were preventing electronic statements from being delivered successfully to patients via email

Payments & Billing:

• Fixed an error where copay amounts were calculating incorrectly for self-pay appointments, showing wrong amounts due
• Corrected calculation errors in Stripe transaction fees that were resulting in incorrect fee amounts being recorded
• Improved the reliability of appointment reminder delivery to ensure patients consistently receive their reminders on time

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Sep 17, 2025

Air

Template Builder

Create custom chart notes, patient intake forms, and scribe templates using the new Template Builder. This tool allows you to configure templates specific to your practice needs without requiring engineering support. The builder is now available across Scribe, EHR, and Interact products for flexible form creation.

Patient outcome tracking

New functional outcome measurement tools let you track patient progress directly in the EHR. The patient activity tracker monitors engagement, while automatic KX Modifier calculation ensures compliance with Medicare requirements. You can now also add notes to patient demographics, appointments, and encounters for better documentation.

Lead management and credentialing

A new lead management landing page helps organize and track incoming patient leads. Providers can now handle their own credentialing through the self-service credentialing interface, including managing credentialing groups without administrative assistance.

Bug fixes and improvements

Forms & Intake:

• Added Spanish language versions of patient intake documents to better serve Spanish-speaking patients
• Fixed an error where duplicate insurance entries were being created when patients submitted intake forms

Faxing:

• Added the ability to send multiple files in a single fax transmission instead of requiring separate faxes
• Improved Plan of Care fax tracking and increased delivery success rates by addressing reliability issues
• Implemented a seamless zero-downtime fax service transition process for new customers migrating to the platform

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Aug 22, 2025

Insights

Insights now fully supports creating and updating the financially responsible party for any patient

This means that you can designate a parent or guardian to be in charge of all outstanding balances for their dependent.

You can manage the financial guarantor-dependent relationships in Insights through the patient profile:

• Click on edit in the top right corner
• Select “Someone else is financially responsible”
• Select the parent or create a financially guarantor if they are not already a patient in our system
• Checking in families just got a whole lot easier! Once the relationship is established, you will be able to pay off the entire family’s balance anywhere you’d collect balances today

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Aug 21, 2025

Air

Provider user improvements

• Flowsheets intervention search is now sorted by the user’s most-used interventions: Vs. currently, it’s sorted by the global last-edited, which often returned results which felt random. This should significantly improve how long it takes a provider to get to the intervention they are actually looking for.

Admin user improvements

• Bulk scheduling flow can now search an alternate provider in addition to the original provider: You can now bulk-schedule with a primary and a backup (alternate) provider. The calendar shows availability for both, you can pick who covers each date, and the system creates the right appointments under the right provider. There’s a new, simple picker for choosing providers/patients, and (when your policy allows) you can note credentialing exceptions during scheduling.

Provider Credential Groups replaces a tedious one-to-one credentialing workflow with a many-to-many

Previously, the provider credentialing system only supported individual provider-to-insurance credentialing relationships, requiring users to manually create credentials for each provider-insurance pair. This approach became inefficient when managing multiple providers who needed identical credentialing across the same set of insurance companies. Users had to repeatedly select the same insurance companies for different providers, leading to time-consuming manual work and potential inconsistencies in credentialing management.

New Workflows Enabled:

1. Bulk Credentialing Group Creation: Users can create named groups of insurance companies and reuse them across multiple providers
2. Group-Based Provider Credentialing: When adding credentials for a provider, users can select credentialing groups instead of individual insurances, automatically creating credentials for all insurances within those groups
3. Centralized Group Management: Users can edit existing credentialing groups to add/remove insurance companies, with changes affecting future credentialing operations
4. Advanced Filtering: Users can filter the credentialing matrix by specific credentialing groups to focus on relevant provider-insurance relationships

Product Guide here

Assistant Chart Review gives providers a compliance consultant in their pocket

Voice mode lets you talk directly to Assistant

Create Tasks directly from Attachments page

Tasks can now be created directly from the Attachments page. These attachments are then auto-linked to the task in the Task page, for easy access when the admin is working their Tasks.

• Tasks created from the Attachments page

• Attachments auto-linked to the Task page

Air Functional Outcome measurement tool quantifies patient PT progress

Functional outcomes are one of the most critical ways that PTs communicate to each other and insurers that the work they’re doing is justified and directly improving patient outcomes. Previously, Air did not support functional outcome tracking, so customers would either have to use un-integrated external third-parties (going through painful workflows like: during a visit, the patient goes to https://orthotoolkit.com/ > patient fills out the form in front of the provider > provider then downloads the response from orthoToolkit > provider uploads it to Air as an attachment. This was not a good experience.) or forego functional outcomes entirely.

But now, we have a natively-built functional outcome measure tracking tool!

Feature capabilities:

• Providers send functional outcome forms to patients
• Patients fill out the form remotely
• Providers view the results from within the chart note
• Providers can see the longitudinal history of the measure

Product guide here

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Aug 13, 2025

Air

Assistant workflow richness: Assistant has been enhanced with additional data fetching support for common user flows, like appointment default, patient referrals, patient claims, patient prior auth, patient demographics, providers’ unsigned visits, and provider metrics.

Scribe offline mode: If a user loses their internet connection before the Scribe successfully completes or uploads, Scribe will be locally saved to their computer in order to be able to retry upload when the connection is regained.

Flowsheet group interventions search improvements: Users can now choose to only search individual interventions, excluding Groups. When included, Flowsheets interventions search will now also auto-collapse group interventions.

Primary signature-required inbox filter: Inbox can be filtered to only notes “Ready for Primary Signature”, meaning the signature of the credentialed rendering provider. This will make it much faster for providers to find the notes requiring their primary signature.

Active Patient Tracker provider can now be an assigned “Case-owning provider”: Instead of only the initial appointment’s rendering provider, the associated provider can be any assigned “Case owner”. Users will now be able to assign the correct provider for tracking, even if they were not the first rendering provider. This will additionally improve accuracy of retrospective performance metrics.

Scribe “Fast mode” generates 5-7x faster

In exchange for a very slight drop in accuracy, users can choose to generate their Scribe 5-7x faster than normal mode. Scribe will also stream the Scribe sections into the note as they are generated, so the perception of speed is faster as well.

Provider credentials can be bulk edited

Users can now update credentials in bulk, vs. one-by-one.

Custom lead management landing page creates a home for potential new patients

New custom landing page creates a beautiful entry point for potential new patients into our customers. This will also then create new Leads in our Lead Tracker, configurable in settings.

AI text quick-editing accessed through “Command-K”

Users can quickly AI edit highlighted text selections, simply by typing “Command-K” and their instructions or preferences for the text.

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Aug 08, 2025

Air

Filter your inbox to notes requiring signature

Inbox can now be filtered to only notes requiring the provider’s signature.

Create tasks directly from your Fax page and refer back to those auto-linked faxes in the Tasks page

Tasks can now be created directly from the Fax page. These faxes are then auto-linked to the task in the Task page, for easy access when you are working your Tasks.

Tasks created from the fax page below:

Faxes auto-linked to the Task page:

Intelligent AI Fax ingestion will auto-generate leads from faxes

Leads can now be auto-generated from faxes. Air will extract the referral information from inbound faxes, and automatically create leads in the Lead Tracker using the context, including first_name, middle_name, last_name, date_of_birth and phone_number

Leads created with this flow will default to “Fax” as the referral source, and the first stage will be assigned as “Lead”.

Flowsheets are now 39% lower latency (faster) across the board

Flowsheets are now meaningfully more performant.

Average Before time to request an endpoint was 2.023 s. Now it’s 1.02 s.

Average improvement is 39% faster response.

Before, 95% of endpoint requests would take a full 4 s. This is now 1.6 s

Type of request	Before	After	% Improvement
Mark all as Done	1.7 s	1.2 s	29%
Mark all as Undone	4 s	1.9 s	52%
Mark all as Done	2.6 s	1.2 s	54%
Mark all as Undone	2.9 s	1.5 s	48%
Mark 1 intervention Done	507 ms	504 ms	1%
Mark 1 intervention Undone	546 ms	391 ms	28%
Mark 2 interventions Done	1.35 s	722 ms	47%
Mark all as Done	2.1 s	1.2 s	43%
Mark 1 intervention Undone	696 ms	693 ms	0%
Mark 2 intervention Undone	660 ms	565 ms	14%
Mark all as Done	1.3 s	909 ms	30%
Mark all as Undone	3.57 s	1.6 s	55%
Mark all as Done	2.9 s	1.2 s	59%
Mark all as Undone	2.4 s	1.6 s	33%
Mark all as Done	2.2 s	1 s	55%
Add 1 concurrent intervention	3.1 s	524 ms	83%
Add 1 concurrent intervention	630 ms	489 ms	22%
Add 1 concurrent intervention	761 ms	712 ms	6%
Mark all as Undone	2.4 s	1.4 s	42%
Mark all as Done	4.13 s	1.1 s	73%

Calendar redesign creates quick-glance payer, eligibility, appointment status, key detail clarity

This calendar update preserves all existing functionality while delivering a richer, more modern experience. Compact blocks now show patient, time, status, case, and alerts at a glance—letting you fit more context in the same space. Hovering opens a streamlined tooltip with status and actions. We’ve also refreshed colors and icons to match the clean, familiar feel of modern calendars.

Key improvements:

• Calendar blocks are more information dense
• Appointment status is clear upon first glance
• Hover over the appointment to see all key information (Appointment status, case and appointment type, eligibility and payer, authorization status, next visit scheduled status)
• Change the appointment status directly from the tooltip! No more needing to go to the drawer
• Alerts flag key information through icons and in the tooltip
• Look and feel is overhauled to be cleaner, modern, and intuitive View our Blog post here.