New! Task Manager Page
We've introduced a new Task Manager page, providing a centralized place to view and manage all manually initiated background tasks, including pulling Clinical Documentation or Patient Documents from your EHR, running AI agent actions, and executing bulk Advanced Actions.
To access this page, simply click on "Task Manager" on the bottom of the left side panel. Task Manager allows users to monitor task progress, view task status, search and filter tasks, and quickly navigate back to the associated claim, patient, or AI conversation once a task has completed. Bulk Advanced Actions spanning multiple encounters are grouped into a single task with expandable encounter-level details, making it easier to monitor the progress and outcome of large-scale operations.
New Advanced Action: Remove Patient Write-off
A new Remove Patient Write-off Advanced Action is now available, allowing users to remove an existing patient balance write-off from a claim when needed.
After confirmation, the system will remove the full patient write-off amount and automatically regenerate the patient's statement to reflect the updated balance. If you need to adjust the write-off to a different amount, first remove the full patient write-off using this action, then apply a new patient write-off with the desired amount.
Display Unit Charge Amount in Claim Review, Coding Review & CH Rejection
We've added a new Unit Charge column to the Charges section in Claim Review, Coding Review, and CH Rejection Work Queues to display the unit charge price from your charge master.
The Unit Charge is displayed for each CPT code and is read-only. Please note that when editing charges, newly added procedure codes will display "-" until the changes are saved, while existing procedure codes will continue displaying their current Unit Charge until the updated claim is saved.


