Release Date
26th November 2025
For Clinicians
Enhancements:
Back Office
Configure vertical protocols post conditions: Set post conditions for vertical protocols and their forms simultaneously for a smooth, accurate workflow.
Enhanced health visit notes: Step 2 Notes now includes “Diagnosis” and “CPT code”, syncing to Healthie for streamlined insurance claims.
State availability updates: The scheduling route is now clearer with allowed visit types, and a force synchronous qualifier template ensures proper handling of multiple sync modalities (Synchronous & Asynchronous).
Refreshed intake forms: Whole Health & Medical Weight Loss initial intake forms have been updated for smoother client onboarding.
Settings module improvements: Module names and order updated for easier navigation.
Health qualifiers streamlined: Admins now select a form to select questions for qualifier templates.
Ad-hoc consults configured: New setup available for ad-hoc consult visit types, enabling flexible client appointments.
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