Update – June 2026

Overview of Updates

1. PracticeEHR — Patient Portal

The Patient Portal has been redesigned for a cleaner, more organized experience. This release simplifies the most common workflows, i.e., appointments, messages, health records, billing, and account settings — so patients can find what they need and complete actions in fewer steps.

Login & Registration

A modern, clearer sign-in page. Patients log in with their email and password (with a password visibility toggle), recover access through Forgot Password?, or complete registration through a guided form available to both new and existing patients.

 Dashboard

The Dashboard is the main landing page after login, bringing the most important information into one view so patients no longer navigate across pages to see what needs attention. From here, patients can:

• View their account balance and recent activity, such as updated lab results or provider messages.

• See their next appointment and resolve reminders that require action.

• Use quick actions to Pay Online, View Statements, schedule an appointment, or message a provider.

Patient Access Switching

Caregivers, parents, guardians, and authorized representatives can switch between linked patient profiles from the top of the portal and continue working under the selected patient’s context, making it easier to manage access for family members and dependents.

Messages

Patient–provider communication is now organized in a clean list with separate Active and Resolved views, each showing the sender, category, urgency, and a message preview. Opening a message shows the full conversation thread, where patients can:

• Review the full thread, including attached documents or images and provider replies.

• Type a response, attach a file if needed, and select Send Reply.

• Mark the conversation as resolved once it is complete.

Appointments

Appointments are organized into Requested, Upcoming, and Past tabs for a clear status at a glance. Patients can cancel a pending request or start one of two guided flows:

• Request Appointment: Choose Office Visit or Tele Visit, then select a date, reason, and preferred time, indicate date flexibility, add notes, and submit.

• Schedule Appointment: Select visit type, provider, location, and reason, then pick a date and an available time slot to confirm.

The structured flows give the practice the information needed to schedule efficiently and reduce back-and-forth.

Health Records

A cleaner layout for clinical information. Patients can review and download health data, documents, problem lists, medications, immunizations, and attachments such as lab results or images. The page also provides C-CDA actions to:

• View the clinical summary or download a copy.

• Patients can manage their C-CDA clinical summary. They can view, download, or securely transmit their C-CDA information directly from the Health Records section.

Settings

Settings is a central hub for account management, grouping related information into clear sections so patients can keep their accounts accurate without calling the practice:

• Personal information: Review and update profile details.

• Insurance: Review insurance details.

• Payment Methods: Add or remove saved payment methods (also accessible alongside Pay Online and View Statements from the Dashboard).

• My Representatives: See who you represent and who represents you; send, resend, or remove representative access.

• Password: Update account credentials.

• Activity Log: Search and filter account activity by date, page, or action.

2. PracticeEHR – New UI

Overview

PracticeEHR has been rebuilt with a refreshed, modern interface that brings a consistent visual language and faster navigation across the entire application. The redesign keeps the same clinical and billing capabilities while making information easier to scan, putting key metrics up front, and standardizing how every screen behaves. These notes cover the new UI for Home, Patient, Scheduling, and Billing.

A consistent design language

A handful of patterns now repeat across the whole product, so once a user learns one screen, the rest feel familiar:

• Global navigation bar — a persistent top menu. Home, Patient, Scheduling, Billing, Reports, AI Agent, and Setup, with the active section highlighted.

• Persistent header tools — the PracticeEHR logo, current practice/location code, a notifications bell, the signed-in user, an AI assistant shortcut, a quick add-patient action, and a Quick Patient Search with filters, always available in the top-right.

• KPI summary cards — most screens lead with a row of rounded cards (icon, label, value) that give an at-a-glance read on the numbers that matter before the user scrolls into detail; several include small trend sparklines.

• Contextual left sidebar — the left rail changes to match the section, daily worklists on Home, chart modules in Patient, scheduling tools under Scheduling, and revenue-cycle functions under Billing.

• Standardized data tables — every list shares the same behaviors: sortable and filterable columns, an inline search box, a gear to choose columns, export options, and consistent pagination with a “Showing X to Y of Z results” footer.

• Color-coded statuses — badges use a consistent palette, green for completed or signed off, blue for in progress, amber for pending or needs attention, and red for errors.

• Built-in automation and AI — automation toggles (Auto Claim Editing, Auto Submission, Auto EOD), and an AI assistant are surfaced right where the work happens.

• Always-on help — a support/chat bubble stays docked in the lower-right, and the footer carries a live clock plus links to Privacy Policy, Terms of Service, and the Help Center.

Home Tab

The Home dashboard is the day’s command center. A row of cards shows Unread Fax, Inbox, Online Appointments, and SMS Conversations, alongside a Tasks panel, Quick Actions (New Visit / New Encounter), Recent Activities, and an Appointment panel with color-coded No-Show Rate, Appointment Completion, and Average Wait Time.

The left sidebar doubles as a live worklist, with running counts so staff can see what needs attention at a glance. Selecting any item opens a focused, filterable list:

Today’s Appointments: the day’s scheduled visits, filterable by provider, location, and status. Each row shows the appointment time, patient, reason, provider, and plan/copay, and lets staff check a patient in or update the scheduled status inline.

Patients In Office: Everyone currently checked in, with their live encounter status (In Progress, Signed Off, Not Billed), check-in time, reason, provider, and copay applied, so staff can track room flow at a glance.

Televisit Waiting Room: The telehealth counterpart to Patients In Office: patients waiting to start or already in a virtual visit, each with a one-click video launch and statuses such as Pending Verification, Waiting to Start Televisit, and In Progress.

Notes In Progress: Open encounters whose documentation isn’t finished yet, listed by visit date, patient, chief complaint, provider, and location, giving providers one place to find and complete unsigned notes.

Not Billed Encounters: Completed encounters that haven’t been sent to billing yet, acting as a readiness queue so charges aren’t missed before claims go out.

Tasks: Internal to-dos and messages assigned to the user, organized by type (such as Laboratory or Other), priority, and status, with due dates and a one-click resolve; a Show Resolved toggle keeps the focus on open items.

Pending Review Labs: Lab results that have come back and are awaiting provider review and sign-off, so nothing sits unreviewed.

Patient

Opening a patient shifts the interface into a dedicated patient workspace. A patient summary card pins the essentials:  name, age, sex, date of birth, and a status indicator - to the top, with a Switch Patient control and a plan/coverage chip so users always know whose record they are in. A Patient Payment shortcut and account alerts sit in the top-right. The patient’s own left sidebar gives quick access to each part of the chart: Chart, Financial, Demographic, Insurance, Documents, Messages, Lab, and Medication. Right from the Patient Chart, users can also start a New Visit or a New Encounter (both are available as Quick Actions on Home as well).

Chart

The patient’s at-a-glance landing page pulls the whole record onto one scrollable screen. A Patient Overview strip surfaces the pharmacy, Alerts & Flags (allergies, fall risk, and care gaps), the last visit, and the next appointment, with a Walk-In Check In shortcut.

The Visit panel below lists recent visits with provider, type, diagnosis codes, and billing status (Signed Off / Not Billed) and offers New Visit and New Encounter directly.

Surrounding cards complete the picture - a grouped To-Do list, Vitals & Measurements with the latest readings and BMI, Insurance & Financial (coverage, eligibility, and a financial summary), Problem List & History, Allergies/Medications/Immunizations, Lab Results, Treatment Goals, Referral Management, Appointments, Case Management, Implantable Devices, Patient-Generated Health Data, and Health Maintenance- each with its own quick-add or order action. Side tabs open the Flow Sheet and Immunization Chart.

New Visit

Started from the Patient Chart (or Home → Quick Actions), New Visit opens the clinical documentation workspace shown as Open Visit in the patient sidebar while it is active. The note is organized into tabs across the top: HPI, CC, History, ROS, Physical Exam, Surgery, Assessment, Plan, Encounter Form, and Sentence View.

Each section uses structured, card-based input, toggles, and Yes/No controls for history items (for example, Past Medical History and Surgical History), free-text areas, and a quick-add control on each item, and an AI Scribe can capture the note by dictation. A macro selector, a visit status (such as In Progress), a room/workflow status (Room In), and Save keep documentation fast.

New Encounter

Also launched from the Patient Chart (or Home → Quick Actions), New Encounter is the charge-capture/superbill screen that turns the visit into billable charges, with CPT, ICD, Visit Detail, and Claim Editing tabs. CPT codes are grouped into scannable checkbox panels by category- Office Visits (New and Established), Consults, Preventative Medicine, and more, with a specialty selector (for example, Family Medicine) and a Design option to customize the layout.

Selected codes flow into a Charges grid showing CPT, ICDs, units, NDC units, modifiers, fee, plan, and patient amounts, copay, dates, and plan, with per-row actions. AI Codes assistance and a Payment shortcut are built in, alongside Save and the same room/workflow status control.

Financial

Leads with four KPI cards: Total Outstanding, AR Above 90, Advance Payments, and Average Patient AR. Below them, an interactive Patient Aging chart (with a selectable chart type and a Plan vs. Patient legend) breaks balances into Current, 30+, 60+, 90+, and 120+ buckets, followed by Last Payment Details and Advance Payments panels.

Demographic

A clean, sectioned profile. A left sub-menu jumps between Patient Details, Practice Info, Patient Identity, Comments, Extra Information, Advanced Directive, Family Members, Referring Provider, Other Pharmacies, and Care Team. The details form captures account number, a patient color tag, name, date of birth, sex, address, contact numbers, email, and pharmacy (with a computed age), plus Custom Fields and an Update action.

Insurance

Each coverage opens as its own tab (for example, primary and secondary) with a New Plan option. The plan view records the insured party and relationship, plan and payer details, member ID, copay, effective and expiration dates, group information, and accident/workers’ comp fields, with Accept Assignment and Active toggles. Eligibility can be checked in line with a Verify button, and the insurance card can be viewed directly.

Documents

A Documents/Ledgers view with a category tree (Encounter, Kiosk Forms, Driver’s License, Insurance Card, Progress Notes, Lab Results, Consent Forms, and more). The document list shows date of service, page count, a patient-view flag, comments, and a renewal date, with inline preview, Import File, and download.

Messages

Separate Patient Message and SMS Conversation tabs. Messages are tracked with status, type, priority, assignee, and patient-view state, and include an Automation option, New Message, and a Resolved filter.

Lab

Organized by workflow stage, Pending Requisitions, Waiting For Result, Pending Dr. Review, and All Labs. The Order Lab form captures provider, test (type-ahead), internal vs. external lab, fasting, priority, laboratory, and assessment, with Add Specimen and AOE options.

Medication

A prescribing workspace with medication type-ahead, Active/Discontinued views, a SIG builder, pharmacy search, and dispensing details (days supply, quantity, refills, DAW, qualifier, earliest fill date). Prescriptions can be sent via eRx, Print Rx, or Paper Rx, and Current Medications lists drug, SIG, Rx status, dates, and RxNorm identifiers.

Scheduling

Scheduling brings the calendar and its supporting tools under one section, fronted by the same KPI cards: Total Appointments, Completed Appointments, No-Shows/Cancellations, and Available Slots, with a quick date selector.

• Calendar: A day/week/month calendar with a mini month picker, view options (Daily, Scheduled, Weekly, Monthly), and practice/provider filters; appointments render as color-coded blocks on the time grid.

• Scheduling Day Sheet: A filterable day view of appointments (date, account, patient, DOB, plan, duration, reason, status, provider, location) with print and column controls.

• Wait List: Patients waiting for a slot, with preferred dates/times and provider, filterable by Unresolved/Resolved/All, plus an Add to Wait List action.

• Search: Find availability by provider and date range, returning time, day, location, reason, and response details.

• Schedule: Manage provider/resource schedules, start/end dates and times, slot length, days of week, and available slot capacity shown with progress bars, plus New Schedule.

Billing

The Billing section gets the most visible upgrade. Every billing function now opens with a row of KPI cards that summarizes its key numbers before any list loads, so users get an immediate financial read the moment they land on a screen. The left sidebar groups the full revenue-cycle workflow: Dashboard, Charge Listing, Claim Editing, Claim Submission, Payment, Plan A/R, Patient A/R, and EOD.

Billing Dashboard

KPI cards: A/R, Total Charge, Avg Days in AR (with a trend sparkline), and Payments Received. Below the cards, two work queues split the day:

• Auto Daily Activities (System): What the system handled on its own, like e-statements pending, claim-editing warnings, electronic visits submitted, and ERAs received.

• To-Do Billing Activities (User Action Required): Action cards that need attention, like visits to submit, encounters on hold, unbilled encounters, plan follow-up buckets, outstanding patient A/R, and statements pending, each with a count and color-coded urgency.

Charge Listing

KPI cards: Total Charges, Total Charges Paid, and Submitted & Awaiting Payment. Includes DOS-range and CPT filters and quick Patient Payment, Plan Payment, and Follow Up actions on the charge grid.

Claim Editing

KPI cards: Total Claims, Warnings/Errors, Claims Suspended, and Invalid Insurances. Rows flag missing data, warnings, and errors inline (for example, duplicate-procedure warnings), with one-click Accept and tools for Get Eligibility, Check Edit, and Check & Ready Submit, plus an Auto Claim Editing toggle.

Claim Submission

KPI cards: Number of Submissions, Amount of Submissions, and Pending Validation, organized into Ready For Submission, Marked For Submission, and Paper Submission tabs. A banner notes the automatic submission time, an Auto Submission toggle controls it, and per-claim validation messages (such as missing location digits or missing charges) show exactly what to fix.

Payment

Plan Payment, Patient Payment, and Payment Batch tabs. Look up by account or visit, review the charges grid (plan/patient amounts, paid, write-off, and balances), and enter payments with running plan-balance and batch totals.

Plan A/R

KPI cards: Claims, Denials, Outstanding A/R, and Tickle Date, filterable by reason and group. Denials list the follow-up visit, payer, denial reason, and remit code, with an Auto Action selector (for example, Write-off) to resolve them quickly.

Patient A/R

KPI cards: Claims, Recurring Statements, Outstanding A/R, and Tickle Date, split into Patient A/R and Patient Statements tabs, listing patient balance, last paid date, and follow-up action.

EOD

KPI cards: Net Collection Rate, Avg Daily Collections, Avg Daily Charges, and Avg Days in AR, with Batch EOD and History tabs and an Auto EOD toggle for closing the day by practice and location.

3. Scheduling – New Calendar UI

Overview

The Scheduling module has been redesigned in the new PracticeEHR interface, bringing the calendar and all of its supporting tools into one consistent, metric-led section. Most screens open with a row of KPI cards, Total Appointments, Completed Appointments, No-Shows/Cancellations, and Available Slots with a quick date selector, and the left sidebar covers Calendar, Scheduling Day Sheet, WaitList, Search, and Schedule. Booking visits, wait-listing patients, and building provider schedules all happen through clean, guided modals with live previews.

What’s new at a glance

• Metric-led screens:  KPI summary cards lead the Day Sheet, Search, and Schedule screens for an instant read on appointments, completions, no-shows, and open slots.

• Redesigned calendar: Daily, Scheduled, Weekly, and Monthly views with a color-coded time grid and a per-provider “Booked” count.

• Appointment Info panel: Clicking an appointment reveals a side panel with the visit’s clinical and financial context without leaving the calendar.

• Guided booking: The Create New Appointment modal pairs a guided form with a live day-view preview of the provider’s availability.

• Flexible scheduling: Build provider/resource schedules with slot lengths, working days, overbooking limits, batch entry, and reusable templates.

Calendar

The calendar is the hub of the module. It offers Daily, Scheduled, Weekly, and Monthly views selectable from the left panel, with a mini month picker for jumping between dates and practice and provider filters to focus the grid. Appointments appear as color-coded blocks on a time grid, and a “Booked” count shows how many visits each selected provider has that day. A “+” opens the booking modal directly from the calendar.

Hovering on an appointment slides out an Appointment Info panel that summarizes the visit and its financial context at a glance patient, time and duration, provider, location, phone, reason, and status, together with patient balance, copay status and amount, kiosk/web check-in status, eligibility status, primary insurance, and any financial alerts so front-desk staff can triage a patient without opening the full chart.

Create New Appointment

Clicking the Plus (+) on Calendar opens the Create New Appointment modal, which is organized into two clear groups. Patient & Provider Information captures the patient (search or quick-add), practice, provider, location, and visit type (Office Visit or Tele Visit). Appointment Information captures the reason, plan, start time, duration, and plan copay, with additional service and recurring-appointment options. Required fields are clearly marked, and the modal can be closed without saving.

A live day-view preview beside the form shows the provider’s existing appointments for the chosen date and highlights the slot being booked, so staff can confirm availability before selecting Add Appointment.

Scheduling Day Sheet

A filterable day view of appointments led by the module’s KPI cards. Provider and date-range filters (with quick presets such as Today) narrow the list, and Search / Advanced Search refine it further. The day sheet lists appointment date, account number, patient, DOB, plan, duration, reason, status, provider, and location, with print and column-configuration controls.

WaitList

The Wait List tracks patients who need a slot but aren’t booked yet, filterable by Unresolved, Resolved, or All. Each entry shows the patient, plan, preferred date, first and second preferred times, location, provider, and comments, with a one-click resolve action.

Add to Wait List opens a modal capturing the patient, visit type (Office or Tele), preferred date, provider, location, first and second preferred time windows, reason, plan, and comments, so staff can slot these patients in as openings appear.

Search

The Search view helps staff find open availability by provider and date range (both required), with Advanced Search for additional criteria. Results return time, day, location, patient, reason, plan copay, email/call response, and comments, all led by the same KPI cards for context.

Schedule

The Schedule area manages provider and resource availability. The Provider/Resource Schedule table shows provider, location, start and end dates and times, slot length (minutes), reason, working days, and available-slot capacity displayed with progress bars, and a Current Schedule toggle switches between active and historical schedules.

New Schedule opens the Create New Schedule modal, which defines the practice, provider, and location; a date range, time range, slot minutes, and reason; and Working Days (Monday–Sunday, or All at once).

Settings add finer control, Enforce Reason (makes a reason mandatory), Not Available (lets providers set their own availability), and Allow Overbooking with a configurable Number of Patients Allowed. Schedules can be added one at a time or built up as a Batch Schedule and saved as a template for reuse across providers and locations.

4.  AI Inbound Agent Insurance Collection

When enabled by the practice, the AI Inbound Agent can collect and confirm patient insurance information during scheduling, asking whether the caller is using insurance or self-paying, so accurate details are available before the visit. The agent can:

• Confirm existing insurance on file, or collect updated details when it has changed.

• Offer the caller the option to text insurance information to the practice’s approved two-way texting number.

• Save insurance to the patient record and run eligibility verification in the background.

• Create a follow-up task for staff when insurance still needs review.

Uninterrupted Scheduling

Patients don’t wait for verification. Once insurance is collected and confirmed, the agent continues scheduling while eligibility runs in the background. If coverage is confirmed, the result is saved; if it can’t be confirmed, the information is still saved and a follow-up task is created for staff review.

Standalone Insurance Update Calls

The agent also supports callers who only want to update insurance without scheduling, verifying the caller, collecting the updated information, and saving it to the patient record.

Key Benefits

• Improves insurance accuracy before the visit and reduces front-desk follow-up.

• Keeps scheduling moving without delays and gives patients multiple ways to provide insurance.

• Helps staff identify records that still need review and supports a smoother new-patient intake.