Billing-code management
Added clinic-controlled billing-code creation, repricing, ordering, and retirement with role-aware access.
Release note by Jason Heath
Dated product proof
What shipped, when, and where it can be verified.
Only released work is listed. Every entry links to its public source so a clinic can distinguish current capability from planned work.
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Shared billing-code catalog
Connected superbill writers to a clinic billing-code catalog while preserving visit-specific descriptions and prices.
Release note by Jason Heath
Location-aware finance reports
Corrected reporting filters so location naming differences do not hide finalized billing activity.
Release note by Jason Heath
Unscheduled-patient recall list
Added an operational worklist for patients who were seen but have no upcoming non-cancelled visit.
Release note by Jason Heath
Scheduled versus booked hours
Added a staffing and booking view that keeps both unbooked roster time and bookings without a roster visible.
Release note by Jason Heath
Outstanding chart sign-off
Added encounter reporting by clinician and status, including a direct count of documentation awaiting sign-off.
Release note by Jason Heath
Role-specific operations reports
Added operations reporting for calls and tasks while keeping revenue reports limited to permitted roles.
Release note by Jason Heath