6 posts tagged with "Billing & Claims"

✨ New​

Intake forms now fill in client profiles automatically — When a client fills out an intake form with details like date of birth, phone, address, or insurance info, those answers now land on their profile automatically — no more retyping by staff.

Home Location on client profiles — You can now set and edit a client's home location directly from their profile.

A redesigned Program tab — The client Program tab now leads with a clear stat strip (active protocols, this week's progress, adherence, next session), a cleaner program band, and a right rail highlighting missed items and logging streaks.

Billing Performance scorecard & expected payment estimates — The Claims tab now shows a performance scorecard (first-pass acceptance, denial rate, days to pay, collected vs. expected) and in-flight claims display an expected payment estimate based on real payer history.

Richer lead timeline — Leads now show AI Call Center summaries with key talking points, full transcripts, and structured booking details (service, time, location, staff) — plus a new aging filter to spot leads that haven't been contacted recently.

⚡ Improved​

More accurate claims and billing views — Claims that previously vanished from the pipeline (acknowledged, forwarded to secondary, processed) now show up correctly, normally-paid claims no longer get flagged as needing attention, Paid totals label their time range, and settled transactions now show a full itemized breakdown instead of a bare "Payment" line.

Client-facing emails match your branding, everywhere — Appointment notices, receipts, sign-in codes, and forms now consistently send from your clinic's verified branded email address.

✨ New​

Clients can pause or resume their own membership — Right from the app, clients see a status card (Active/Paused, next renewal or resume date) with a Pause/

✨ New​

Coverage info shows up right where you need it — Covered services now appear on the Insurance card, during booking, and in the appointment drawer, so staff can see at a glance what's covered and what the copay is. A coverage dot on calendar appointments flags active, inactive, or unverified insurance without opening the appointment.

Publish blog posts from Growth — The Growth → Website tab now includes a blog composer: draft, edit, and publish posts with SEO details handled automatically.

Smarter automated sequences — Marketing/lifecycle sequences now support multi-level branching, an A/B testing block that automatically routes everyone to the winning variant, and send-timing controls (hold until a date, restrict to certain days, or send at the optimal hour).

Instant SMS compliance pages — Generate a carrier-compliant Privacy Policy and Terms page for your site in one click, or copy ready-made text straight from a rejected campaign notice.

⚡ Improved​

Clearer, branded emails — Onboarding emails (welcome, staff invite, email verification) and appointment reminders now use a consistent, branded look instead of plain text.

Billing worklist on your dashboard — A new Billing panel on the home dashboard surfaces overdue, denied, and due-soon claims so you can catch what needs attention without opening Billing.

Book a full course of care in one action — Front desk staff can now set up a recurring Plan of Care series (service, provider, frequency, and length) in a single booking flow. Each visit is flagged as available, provider-off, or clinic-closed, with an alternate time or provider suggested automatically when there's a conflict.

Clearer recurring booking experience — Status messages during recurring booking are now specific ("No openings this week," "Clinic closed") instead of a misleading generic label, and a long-standing glitch that snapped number fields back while typing has been fixed.

Calendar invites now stay in sync — When you reschedule or edit an appointment, the calendar invite sent to clients now updates properly in Google and Apple Calendar, instead of silently staying on the old time.

See every price option when setting up services — Price pickers across the platform now load all of a product's Stripe price variants, not just the default one, so every configured price is available to choose from.

Atlas now sees your full appointment history — Atlas's client lookups used to miss past visits when a client had many upcoming appointments. It now checks the full history, so answers about a client's schedule are complete and accurate.

Required forms now stick — When you mark forms as required for a service, that setting saves reliably and shows correctly every time you reopen the editor.

Confirming appointments is back, with clearer status — You can confirm an appointment right from the appointment view, and any booking that still needs confirmation is clearly flagged with a "Confirm your spot" or "Needs confirmation" chip in your Up Next card and appointment lists.

Habit schedules now match everywhere — When assigning a protocol, pick specific days for a habit instead of a generic weekly frequency. The schedule now looks identical in the client app and the staff portal.

✨ New​

Insurance billing settings on each service — Mark a service as cash-only or insurance-billable, and set default CPT codes, modifiers, units, and a place-of-service override — all from the service editor.

More control over claims — Toggle assignment-of-benefits on a client's insurance, see an at-a-glance in/out-of-network badge on their insurance card, and choose a specific rendering provider when filing a manual claim.

Edit Knowledge Base items anytime — Atlas Knowledge Base entries can now be edited after they're created, including changing who they're visible to — Staff, Clients, or Both — without deleting and starting over.

✨ New​

See your protocol at a glance — Clients can now open a protocol card to view a calendar of scheduled activities, weekly progress, and notes, all in one place.

Credits, trials, and packages, right where you need them — Booking and account pages now show available credits, trial status, and package usage, so clients always know where they stand.

Book per person from the waitlist — The waitlist popup now supports booking for individual people, with slots filtered to match the client's waitlisted location and clear counts of how many times are available.

⚡ Improved​

Quicker slot loading — Appointment times load faster thanks to smarter caching and batching, especially when browsing a full week.