DOS-Driven Rolling 30-Day Billing Logic for Claims- Released on Feb 18, 2026
We have enhanced the Claims module to use a Date-of-Service (DOS) driven rolling 30-day billing model, ensuring claims more accurately reflect true patient activity and remain compliant with billing guidelines.
What’s changed:
Rolling 30-day billing cycles are now used instead of calendar-month logic
Date of Service (DOS) is automatically calculated based on the active billing cycle
All billing codes within a claim now share the same DOS
Claims are grouped and reported based on the DOS month, improving consistency and audit readiness
How it works:
Existing patients: Billing cycles align to a standardized rolling 30-day model beginning February 1
New patients: Billing cycles begin from the first successful patient reading, not the onboarding date
The last day of each billing cycle is used as the claim’s DOS
Why this matters:
Improves claims accuracy and compliance
Eliminates issues caused by calendar-month boundaries
Provides clearer, more consistent billing records for audits and reporting
This update applies only to claim generation logic and does not impact dashboards, reports, or other modules.
Example – While processing January claims, the DOS will automatically reflect 31st January as DOS automatically for all patients.
This update helps teams avoid unintentional time tracking, reduces billing errors, and provides clearer guidance on when clinical work can begin.
2. BHI Can Now Be Selected Alongside CCM, PCM, and APCM- Released on Feb 24, 2026
We have updated the program selection logic to allow Behavioural Health Integration (BHI) to be selected alongside CCM, PCM, and APCM, reflecting current clinical and program guidelines.
What’s changed:
BHI is no longer exclusive users can now select BHI together with CCM, PCM, and/or APCM
Removed restrictions that previously greyed out other programs when BHI was selected
Program selection now accurately supports concurrent enrollment where applicable
Why this matters:
Improves accuracy when documenting patient program participation
Reduces confusion during enrollment and program setup
Supports more accurate billing and reporting for combined program engagement
This update aligns program selection with approved bundling guidelines while maintaining all existing validation rules.
3. Improved Conversation Notes in Enrolled Status Overlay: Released on Feb 24, 2026
We have enhanced the Conversation Notes experience in the Enrolled Status Overlay to prevent duplicate entries and keep patient charts clean and easy to review.
What’s improved:
No more duplicate notes – Notes are now saved only once when using Save Notes and Submit during enrollment.
Clean note entry – The Conversation Notes field clears automatically after saving and opens blank each time the overlay is accessed.
Clearer note display – Only the most recent note is shown by default, with a “See More” option to view previous notes.
Consistent chart updates – Each note appears once in both Conversation Notes History and the Patient Chart Notes section.
This update eliminates confusion caused by duplicate notes, improves chart readability, and ensures a smoother enrollment workflow.
4. Save as Draft & Unsaved Changes Prompt in Careplan- Estimated Release on 11th March 2026
We have enhanced the Careplan module to prevent accidental data loss when navigating between tabs or screens.
What’s new:
Save as Draft prompt appears when leaving the Careplan with unsaved changes
Users can choose to Save as Draft, Discard, or Cancel and continue editing
Draft Careplans are saved and can be resumed later
Prompt appears consistently across all Careplan tabs
Why this matters:
This update helps avoid lost work, reduces re-entry effort, and makes Careplan documentation smoother and more reliable.
5. AI Transcription Templates for Call Documentation- Estimated Release on 11th March 2026
We have introduced AI-powered note templates on the call transcription screen to make post-call documentation faster, clearer, and more consistent.
What’s new:
After a call is transcribed, users can choose to:
Use the auto-generated transcript, or
Apply an AI note template to structure the content before saving
Templates provide a clear, clinical format (e.g., Subjective, Objective, Assessment, Plan, Follow-Up, Codes)
Users can edit and customize the content before saving
How it works:
Templates are available directly on the Transcription screen
Final notes: whether template-based or transcript-only, are saved to:
Patient communication records
Conversation history
All notes include timestamps and user attribution
Why this matters:
Improves documentation consistency
Saves time on post-call note writing
Keeps workflows flexible, templates are optional and do not disrupt existing processes
This update applies only to call transcription workflows and does not impact other note creation, billing, or enrollment flows.
6. Practice-Level Custom Patient Tags- Estimated Release on 11th March 2026
Practices can now create and manage their own custom patient tags, making it easier to organize and track patients based on specific operational or clinical needs.
What’s included:
Create custom tags at the practice level
Assign tags to patients individually or in bulk
Filter patient lists using both predefined and custom tags
Practice-specific visibility – tags created in one practice are not visible in others
Why this matters:
This enhancement gives practices more flexibility to group patients according to their own workflows, improving organization, patient management, and reporting.
7. Performance Improvement: Faster SMS Inbox Loading: Estimated Release on 11th March 2026
We have implemented backend and UI optimizations to improve the loading speed of the SMS Inbox and related messaging screens.
What’s improved:
Reduced load times for the SMS Inbox and conversation views
Optimized database queries used for message lists, unread counts, and filters
Improved page responsiveness when viewing patient messages
Why this matters:
These improvements help care teams access conversations faster and respond to patient messages more efficiently, especially during high-usage periods.