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RCM Release Notes 6/14/26

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Written by Youlify Support

Saved Filter Views

You can now save custom filter views for each work queue, making it easier to quickly access the claims you work with most often. After applying your desired filters, simply save the view by clicking on the save icon and set a custom name for your view.

You can switch between your saved views anytime by selecting one from the Saved Views dropdown in the work queue.

You can also manage all your saved views in Settings > My Account > Saved Views, where you can create, edit, rename, or delete them.

Note: Saved views are unique to each work queue and only include selectable filters. Free-text search fields such as Patient Name, Encounter ID, Patient Account #, and Payment No. are excluded.

Minor changes to Watchlist

The Watchlist icon has been updated to a star. We've also moved it to the left side alongside the other quick action icons for a more consistent and streamlined experience.

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