Release 4.7.1

NEW

A Brand-New Chiropractic Macro Set
• Quick-click options that cut down on typing
• Zero setup, automatically available for every provider
• Love your current macros? Create custom macros using the quick-click components
• Prefer a cleaner view? Use the recently released hide function

Bulk Reconciliation for Insurance Payments
Reconciling insurance payments just got effortless, with a brand-new Insurance Payments workspace:
• New Insurance Payments section under Insurance
• Enter the payment amount, date, and method (check or card) once
• Search and select a single claim or several claims to apply it to
• Watch a live running balance as you allocate, so you always know when you're square
• Submit once and every selected claim is reconciled and marked Paid
• New Payments listing and detail view to see every batch at a glance

Virtual Credit Card Payments
You can now process Virtual Credit Cards right inside NEO to reconcile insurance claims.
• No separate portal
• No extra steps
• Card details are captured securely, and the claim is reconciled the moment the payment is applied
• Surcharging automatically waivedA whole new way to get paid faster.

Clearer Dashboard Reporting
Your clinic dashboard now breaks insurance out into two clear categories, Insurance Check and Insurance Credit Card, so you can see exactly how your insurance dollars are coming in.


ENHANCED

Quick Info Card on the Schedule
The quick info card now stays open on the schedule, so the details you need are always one glance away.


FIXED

• Corrected an error that assessed the incorrect price per additional provider
• Fixed an issue where the patient list didn't fully display when using the search bar
• Updated the patient search feature on the scheduling modal


Discussion