8 posts tagged with "Client Experience"

✨ New​

Client details now fill in automatically — When a client enters information like date of birth, phone, gender, address, or insurance on an intake form, it now flows straight into their profile — no re-typing needed by staff.

Home Location on client profiles — You can now set and edit a client's home location directly from their profile, keeping multi-location records accurate.

Clearer claims performance at a glance — The Billing page now includes a Billing Performance card and a payer-by-payer scorecard, showing first-pass acceptance, denial rate, average time to pay, and collected vs. expected — all in one place.

Underpayment alerts on claims — Ready Practice now compares each claim's expected payment, based on your clinic's own payer history, against what was actually paid, and flags underpayments so nothing slips through unnoticed.

Itemized, branded settlement receipts — When you settle a client's balance, the transaction now shows a clear breakdown of charges and discounts instead of a bare "Payment" line, and receipts reflect your clinic's branding.

More flexible balance discounts — When discounting a client's balance, choose a flat dollar amount or a percentage of their open balance, with a live preview of the total before you save.

⚡ Improved​

Client emails always come from your clinic's brand — Appointment reminders, receipts, sign-in codes, and other client emails now consistently send from your clinic's own verified address instead of the platform default.

More accurate claim statuses — Claims that were being mislabeled — like normal in-network payments showing as "partially paid" — now display correctly, and claims in less-common statuses no longer disappear from your billing view.

Smoother scheduling communications — Cancellation emails now correctly identify staff members, and the dashboard's Upcoming list shows the service name and links straight to the appointment.

Nutrition goals save reliably — The nutrition goal editor no longer appears blank on desktop, so saving a client's plan won't accidentally erase an existing goal.

✨ New​

Buy session-bundle packages right in the shop — Clients can now purchase one-time session-credit packages alongside products and lab panels, all in one consistent shop grid with images. Staff can grant, view, and revoke packages directly from a client's profile.

Pause and resume your own membership — Clients can pause or resume their membership from the app, and clinics get four separate controls (upgrade, downgrade, pause, resume) to decide exactly what self-service is allowed.

Log meals by typing or talking — The nutrition diary now has a "Describe" option, so a meal can be entered by text or voice instead of only a photo.

Set daily nutrition goals for clients — Staff can now set calorie, protein, carb, fat, and water targets right on a client's profile.

Atlas can explain intake form requirements — Ask Atlas what's required on a form, and it can now read the form's structure to answer.

View and save remittance statements as a PDF — Billers can now open a clean, printable statement for any remittance, including claims your clinic submitted directly through Ready Practice.

One clinic, one custom booking domain — Set a custom domain once for your clinic, and it now serves all of your booking pages — with a directory at the root so visitors can pick the right one.

⚡ Improved​

Appointment confirmations and reschedules work as expected — Clients can now confirm their own appointments, and rescheduling sends the proper notification instead of going silent.

Reminders are more reliable — Appointment reminders retry after a temporary send failure instead of disappearing, and no longer go out for cancelled sessions or to the wrong recipients.

Claims and billing details are clearer — The Claims tab now shows a pipeline of where each claim stands (awaiting payer, accepted, paid), and per-code billed/allowed/paid detail is visible on both claims and remittances.

Drag-and-drop to reorder your services — Reordering services in the marketplace now also updates the order clients see when booking.

Lab uploads now capture more — Body composition, VO2max, and RMR reports are now extracted automatically instead of requiring manual entry.

Communication preferences moved into Preferences — Marketing email and SMS toggles now live directly on the main Preferences screen, no extra tap required.

✨ New​

Book a full course of care in one step — Front desk can now book a whole series of recurring visits at once. Ready Practice proposes an evenly spaced schedule, flags any conflicts, and can suggest a different available provider at the same time slot instead of skipping a visit.

Set custom pricing per staff member — In service settings, you can now assign a different price to each provider offering a service, pulled from your Stripe price list. Clients are automatically charged the right staff-specific price.

Stale insurance claims flagged for you — Claims that have gone quiet — no response in 7+ days, or no payment confirmation in 30+ days — now show up flagged on your billing page.

⚡ Improved​

See every price option, not just the default — Price pickers throughout the app now show all Stripe price variants tied to a product.

Number fields behave correctly everywhere — You can now clear the last digit in any number field without it snapping back unexpectedly.

Smoother availability setup — Set per-service hours right from Assigned Services, and see location and service labels at a glance in your day previews. Service-specific hours also no longer incorrectly fall back to general hours.

More reliable booking flow — Switching locations while booking no longer leaves a stale, mismatched service selected, and checking availability across multiple locations no longer errors out.

Faster staff messaging inbox — The Messages inbox now loads and updates smoothly, even for large clinics with hundreds of team members.

Calendar invites stay in sync — Rescheduling or editing an appointment now correctly updates the client's synced calendar event instead of appearing unchanged.

Fewer duplicate reminder emails — Clients booking a series of visits that share a required form now get one reminder, not one per visit.

Simpler invite emails — Client invite emails no longer include a confusing clinic-code step — clients just pick their provider from the list already shown to them.

✨ New​

A safe way to retire client records — archive departed clients with their full history retained for the 10-year clinical retention period, or permanently delete test records — each behind its own clear, confirmed flow.

⚡ Improved​

Atlas answers simple questions instantly — quick lookups ("what was her last weight?") come back in a snap, while complex questions still get Atlas's full attention.

⚡ Improved​

A smoother, more stable app — We fixed a wide range of crash-causing bugs across the Growth Suite and other parts of the app, so things run more reliably.

Clearer on-screen messages — Pop-up alerts have been replaced with cleaner toast notifications that show up without interrupting what you're doing.

More accurate Growth Suite reports — We corrected how gender data and session counts are calculated, so your analytics numbers reflect reality more precisely.

Smoother loading screens — Pages now show a light loading placeholder while data loads, instead of a blank screen.

✨ New​

Waitlists that work for you — when a spot opens up, the platform notifies waitlisted clients automatically every few minutes around the clock, so cancellations refill themselves.

⚡ Improved​

Client status now protects your calendar — paused or inactive clients can't book until they're back, paused clients reactivate automatically on their return date, and scheduled deactivations are clearly flagged on the profile.

✨ New​

Waitlists and easier date browsing in booking — Clients can now join a waitlist when a preferred time is full, and move between dates with simple navigation arrows.

Smarter location picker for booking — The booking screen now shows which locations you can book at, highlights your primary location, and clearly marks locations that aren't available to you.

⚡ Improved​

Clearer booking details — Appointments now display the correct length and coach name, so it's easier to confirm you're booking the right session.

Booking windows match your membership — How far ahead you can book now follows your membership's actual policy, instead of a fixed window.

More control over your account — Clients can now update their name, phone number, and address, change their password, and upload a profile photo right from their account page.

Document previews load properly — Documents now open reliably for preview instead of failing in the browser.

Better calendar tools for staff — Flow Web's calendar now supports multi-select filters and holiday blocking, making it easier to manage complex schedules.

Staff can upload client photos — Client photos can now be added directly from Flow Web.

Documents show up where they should — Files uploaded for a client now reliably appear in their activity feed for staff to see.

✨ New​

Referral code signup — Clients can now enter a referral code when signing up on their clinic's sign-up page, which can automatically connect them to the right membership.

⚡ Improved​

Clearer sign-up experience — Clinic logos now load reliably on the sign-up page, and the referral code field is simpler, with a clearer placeholder and less clutter.

Better sign-in link messages — If a sign-in link has expired or already been used, you'll now see a clear, helpful message explaining what to do next.