AI Auditor Updates
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New User Privilege for our AI Audit Agent
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What's new:
Access to the AI Audit Agent is now a user privilege available to both manager and administrator roles, allowing wider access to the tool!
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New AI Audit status and timestamp columns to Reporting > Activities
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What's new:
Reporting > Activities now shows AI Note Auditor results. Two new columns surface each session note's audit status and the time of its most recent audit, allowing greater visibility into audit results!
Improved Operational Data Tracking in the Scheduler Tool
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New Funding Source & Authorization Columns in the Appointments Report Table
You can now add Funding Source, Authorization #, Auth Start Date, and Auth End Date to your Reporting > Appointments view, so billing-relevant details live right alongside your session data. π
Currently Only Available for Scheduling Clinics
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What's new:
- π Four new columnsβ Add Funding Source, Authorization #, Auth Start Date, and Auth End Date to the Appointments report from the column selector.
- π Filter by funding source or auth datesβ Use standard text search to narrow appointments by funding source or date range filters for authorization start/end dates.
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Why it matters:
If you need funding source and authorization details included your appointment data, this update keeps it in one place alongside Service Code and Place of Service.
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Track Client Diagnoses in the Client Profile
We've added a Clinical tab to the Edit Client diagnosis, so you can record, prioritize, and manage a client's diagnoses in one structured place. π
Currently only available for Scheduling clinics
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What's new:
- π New Clinical tabβ Manage a client's diagnoses from a dedicated tab in Edit Client.
- β Add diagnosesβ Enter an ICD-10 code with an optional description; codes are validated and auto-uppercase as you type.
- π’ Set priority orderβ Drag to reorder active diagnoses, so the top entry always reflects the primary diagnosis.
- π·οΈ Resolve and reactivateβ Move a diagnosis to a separate Resolved list when it's no longer active, and bring it back anytime.
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Why it matters:
Clinicians need a reliable, structured way to capture a client's diagnoses in ICD-10 format, rather than free-text notes, and to distinguish current conditions from historical ones. This update gives your team a clear, prioritized record right where you already manage the client's profile.