Updated Articles

  1. Patient Setup

  2. Patient Setup Screen

     Beta Feature: Want early access? Reach our to your CSM or create a support case request Beta access The modernization of the Patient Setup container screen was a required first step to support enhancements to Demographics, Emergency Contact, a...
  3. Summary Tab

     Beta Feature: Want early access? Reach our to your CSM or create a support case request Beta access Summary Tab within Patient Setup Screen Overview The Summary tab has been redesigned for usability and flexibility. Key Updates Dra...
  4. Roadmap

  5. Release 25.136 - June 5, 2025

    New features  | Enhancements | Resolutions Highlights New Features Enhancements New RecordSync (Record Locator) Feature New Company Setting: Prompt Insurance Assignment on Appointments Missing Insurance New...
  6. Roles

  7. External - MyMedicalLocker - ToDo - Task - Patient Portal Role

    External - MyMedicalLocker - ToDo - Task Patient Portal Role (Enhanced 4/28/2026) Practices now have options allowing more granular control over how their users access communications from My Medical Locker.  Access to Patient Portal messaging is c...
  8. 2026 MIPS Reporting Year Summary

    Performance Year 2026 The 2026 MIPS program remains largely consistent with 2025, with no major changes to scoring methodology or category structure. Practices can continue using the same workflows and reporting approach established in 2025. U...
  9. MIPS Dashboard

  10. Release 25.148 - December 18, 2025

    New features  | Enhancements |  Resolutions Highlights New Features Enhancements CCDA 2026: What’s Changing for Your Practice New Modernized CCDA Style-sheet USCDI v3 Case Reporting (elCR) ...