2/20/2025
Two-way document sharing
We’ve made it easier to exchange important documents with your patients! You can now:
Upload and share files with patients, making them available in the mobile app
Request files via the Messenger or other communication method
Patients can view shared files or upload their own, like ID cards, insurance details, or lab results
This update streamlines communication and keeps everything organized in one place.
2/13/2025
A faster, more scalable patient list
We’ve improved the Patient List to enhance stability, speed, and usability. What’s New?
Loads 10x+ Faster – Instantly access your patient list with dramatically improved performance.
Built for Scale – Designed to support larger clinics and growing patient panels without slowing down.
Improved Filters & Search – Find patients more efficiently with better filter discovery and a more intuitive search bar placement.
Simplified View – We’ve removed Mood Score and PHQ-9 from the list to streamline your workflow.
1/15/2025
Appointments in the mobile app
Patients can now view upcoming and past appointments in the mobile app. Their upcoming appointment will appear at the top of the home page. A new area in the app will show the last six months of past appointments and the next one month of upcoming appointments.
1/7/2025
Improved claims submission
The claim form now includes taxonomy codes for practices, an optional payer address section, an improved diagnosis section, and additional auto-complete logic. We also improved the infrastructure to provide a more accurate claim status display, better prefill behavior, and an improved display of claim submission errors.
12/11/2025
Custom note templates
Templates allow you to format your notes with headings and text and insert patient information (medications, allergies, and diagnoses) to create your preferred sections. You can also use checkboxes, numbered lists, and bulleted lists to match your unique workflows.
Other workflow benefits include:
Less scrolling
Ability to add or update diagnoses directly from the note
Ability to quickly pull in patient intake responses to the note
Great for use alongside your AI scribe, as the note will retain formatting when text is pasted in from other sources
12/11/2025
Simplified patient onboarding
We redesigned the patient welcome email and cut out an additional email with the intake form. The intake form can now be completed through the app, simplifying the patient experience by keeping their to-dos in one place (intake, scales, payment information). We also added a reminder in the to-do list if the patient has any outstanding additional practice forms to complete and to look for those in their inbox. The reminder drops once they complete their forms. We aim for these changes to increase patient satisfaction and intake completion rates.