Platform releases, new modules, and improvements — most recent first.
Improvements
Patient Map and smarter voice agents
The patient roster gains a live map view, and voice agents get an upgraded builder with outcome tracking and call-transfer directories.
Patient map view with automatic address geocoding and bulk backfill
Voice agent builder v2: unified create/edit flow, per-agent outcome options, and transfer destinations
AI-powered call outcome classification on completed calls
New module
Ambient Scribe
AI clinical documentation arrives: live sessions transcribe the visit in real time while an AI copilot surfaces insights, and structured encounter notes draft themselves.
Live session cockpit with waveform, real-time transcript, and copilot cards
Resilient chunked recording — dropped connections never lose a visit
Encounter hub with past visits, notes, transcripts, and audio
Major release
Appointment Reminder Caller and Wellbeing Calls
Two purpose-built AI calling programs join the voice suite, each with its own analytics cockpit.
Reminder caller with confirmation KPIs, hourly volume charts, and outcome breakdowns
Patient wellbeing check-in workspace with live active-call monitoring
Outreach campaign management for targeted calling programs
New module
Adult Day Care vertical
A complete operations suite for adult day care centers, from morning sign-in to monthly claims.
Participants manager, daily attendance sheets, and printable monthly grids
ADC appointment roster with transportation tracking
Monthly claims by participant with per-insurance day care and transport rates
Minimum-hours billing thresholds flagged before submission
Major release
Risk Adjustment & Quality suite
The analytics layer for value-based care: risk scores, quality measures, and financials from your payer files.
MRA/RAF analysis with payment-year and blend handling
HCC optimization worklists with confirm-and-capture workflow
HEDIS quality tracking with daily refresh, TRC workflow, and Part D adherence
MLR financial analysis dashboards and repeatable payer-file imports
CMS Stars rating tracking and license manager
Major release
AI Voice & Outreach
The calling platform grows up: create AI voice agents, launch campaigns from patient lists, and review every conversation.
No-code voice agent creation with scripts, languages, and transfer rules
Calling lists built from the patient roster with consent enforcement
Automatic pacing and concurrency management for large campaigns
Call logs, transcripts, and voice reports across agents and campaigns
New module
Communications inbox
Faxes and emails move into one shared queue with critical flags and patient linking.
Unified inbox with unread and critical counts
Compose with attachments and organization templates
Sent items history and delivery status
Major release
Care operations expansion
The modules around the patient record: enrollment lifecycle, records & referrals, and transportation.
Enrollment & disenrollment with marketer/broker attribution and monthly reports
Template-driven medical record and referral requests with fax/email delivery
Transportation scheduler with routes, statuses, and printable manifests
Facilities & providers directory shared across request workflows
Major release
Patient Manager foundation
The shared patient record at the heart of the platform, plus the multi-organization architecture everything runs on.
Patient records with demographics, color-coded notes, visits, documents, and timeline
CSV/Excel import and export with bulk data adjustments
Multi-organization support with organization types and role-based access
Prospects pipeline, PCP manager, medications, and immunizations
Want to see these features live?
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