Release Note – Jan. 27, 2015

Health Insurance Enhancements

  • All providers now share a common payers local list for the practice.
  • You can now document one or more addresses for the payers in your practice local list and specify the address to use for a patient’s health insurance.
    • Enter the zip code first to pre-fill the city and state.
    • Make sure to select the address when documenting patient’s insurance.
  • A new free-text box now allows you to add comments for a patient’s insurance
  • Lab third-party billing is now faster when sending lab orders to LabCorp, provided an address is documented for the patient’s health insurance.

PortalConnect Enhancements for Better Patient Satisfaction

  • Invoice-related messages sent to patients now include credit card information (card type and last 4 digits).
  • A revamped PortalConnect home page allows a patient to see at a glance what’s new in his record (new labs, messages, visit notes, etc.).
  • Patients can more easily access newly shared files and labs directly from their secure messages.

Plus: bug fixes and general enhancements!


If after using our tools you need additional help, please contact our Customer Support Team. You can reach us by email or by calling 1-866-779-1536.