Updated Articles

  1. Release 26.170 - October 15th, 2026

    New features  | Enhancements |  Resolutions  |  Beta Program   Highlights New Features Enhancements Modernized Patient Setup (Beta ending soon) Modernized Problem List (Beta ending soon) Mode...
  2. Authorizations (BETA)

  3. Assign an Authorization to an Appointment or Claim (BETA)

    The Authorization Assign screen lets you view a patient's authorizations and link one to an appointment or claim. For an overview of the whole workflow, see Authorizations (BETA) . Where to find it: Open from an appointment in iScheduler or fr...
  4. Search for Authorizations (BETA)

    Use Authorization Search to catch missing or invalid authorizations before they turn into denied claims. Also, allowing you to quickly answer questions like “which authorizations are expiring this month?” or “does this scheduled appointment alread...
  5. Add an Authorization (BETA)

    This article covers documenting a new authorization or referral on the redesigned Patient Authorization screen. For an overview of the whole workflow, see Authorizations (BETA) . Where to find it: Open the Patient Authorization screen from t...
  6. Authorizations Overview (BETA)

    Authorizations Overview The Authorization screens are some of the longest-standing screens in the system, having kept the same look for over 15 years. The redesigned Authorization workflow modernizes these screens for usability and performance wh...
  7. Release 26.168 - September 10th, 2026

    New features  | Enhancements |  Resolutions  |  Beta Program   Highlights New Features New "In Collections" Alert for Patients Enhancements C ollection Balance Now Displayed Separately fro...
  8. User Favorites for Problem List

    Favorites let you keep the codes you use most at your fingertips. When you search to add a problem, your favorites are listed first, so common problems are one click away.  This modernized Problem List displays favorites alphabetically by diagn...
  9. Problem List (BETA)

  10. Problem List Overview

    Problem List Overview The Problems chart tab is where you review and manage a patient's problem list. The redesigned screen shows each problem as an easy-to-read card, keeps the most recent note in view, flags drug–disease interactions, and...