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9 posts tagged with "Clinical"

Notes, charting, labs, and protocols

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What's New — Week of August 10

Link appointments to a client's care program — Staff can now connect an existing appointment to one of a client's active programs right from the appointment details, keeping scheduling and care plans in sync.

Guests get a branded invite when they're added to a booking — When a client adds a guest to an appointment, that guest now receives an email from your clinic with the visit details and a calendar invite (.ics) they can add to their own calendar.

Scan-to-check-in for members and walk-ins — Members can check in for appointments or open sessions by scanning a QR code, which opens the Ready Practice app directly. Walk-in guests get their own check-in page, and you can customize the welcome message and what it shows.

Message groups of clients at once with Chat Blast — Send one message to every client who matches conditions you set — like membership type, status, payer, or location — instead of messaging people one at a time. Review the full recipient list before you send.

Bring your data over with a new import tool — Drop in an export from your previous system and map each column to the right field yourself, covering clients, diagnoses, visit history, balances, and past claims. Imports can be undone afterward if something looks off.

Client account balances — Post a charge to a client's account and settle it later by card on file, invoice, or a manual method like cash or check, with a note kept on the balance.

⚡ Improved

More billing flexibility, plus a clearer view of what needs attention — Choose how each visit is billed — insurance, courtesy, or time-of-service — set a specific cash rate per billing code, search ICD-10 codes by keyword, and see prior visit codes right in the claim builder. A new billing view flags stale claims and shows outstanding balances by age.

Booked program activities now look like booked visits — When a program activity is fulfilled by booking and attending a clinic service, it now shows as a booked visit with a progress bar toward the target number of visits, instead of a generic checklist item.

Staff reschedules now show up in the app right away — When your team moves an appointment to a new time, the client's app updates immediately instead of showing the old time until the next sync.

Atlas now knows what Ready Practice can do — Ask Atlas whether the platform supports something, like insurance billing, and it now answers correctly based on what's actually shipped.

What's New — Week of July 20

✨ New

Circuit-style activities — New activity type for multi-step routines (like sauna → cold plunge → rest), with a real timer for each step and automatic completion tracking.

Inline exercise demos — Exercise videos and animated GIFs now play right inside the app instead of launching an external browser.

Cardio session summaries — Completed walks, runs, rides, and hikes now get a real summary screen with duration, distance, calories, and heart rate.

Smarter website previews — Your website builder preview now pulls in your clinic's real name, logo, services, staff, and locations — and you can add your client-portal login link and social links right from Site Settings.

Downloadable superbill PDFs — Download a superbill PDF straight from a claim, and turn on auto-generate for new superbills in Settings.

Real call center numbers — The Call Center Overview now shows real KPIs (total calls, bookings, escalation rate, handle time), and Call History now shows caller ID with date and time.

⚡ Improved

More flexible rescheduling — You can now change the service when rescheduling an appointment, and the change is recorded in the activity log.

Canceled appointments clear instantly — A canceled appointment now disappears from the schedule right away instead of lingering.

Faster unavailability confirmation — Creating staff unavailability now shows an instant success message and updates the schedule immediately.

Cleaner team schedule — Inactive or archived coaches no longer show up as bookable on the team calendar.

Accurate client names — Group class and multi-attendee session cards now always show the right client names.

Metrics that highlight what matters — The metrics list now includes a quick trend sparkline for each value, with anything out-of-range surfaced at the top.

Safer claim submissions — Claims are now checked for a valid service date before they're sent, and resubmit dates can be edited.

What's New — Week of July 13

Rescheduling now looks and feels like booking — When you reschedule an appointment, you'll see the same clean slot layout used for new bookings. You can also now reschedule to the appointment's date or any later date, not just that single day.

Trends now match the calendar — Weekly, monthly, and yearly trend views line up with real calendar periods (Monday–Sunday weeks, full months, full years), and you can swipe back to see accurate data for past periods.

Clearer, more complete health charts — Weight, body fat, water, waist, and VO2 max now appear correctly in health trends wherever your clinic has them enabled. Lab and metric charts also got tidier date labels, consistent color coding, and benchmark numbers that always match the chart.

More stable biomarker numbers — The headline number on biomarker tracking now reflects the last full week's average, so it stays consistent with the graph instead of swinging based on a single day.

Meal and measurement logging now count toward your progress — Marking a meal as eaten or scanning it now updates your actual progress instead of just showing a confirmation. Multiple recommended meals appear as a swipeable set of cards, and measurement logs show the unit (like mg/dL) right next to each value.

See your protocol results at a glance — Protocol details now include a results card showing adherence percentage and before-and-after biomarker changes. Activities completed automatically by attending a booked session are now labeled "Completed via your session."

Fresher, more relevant insights — "Worth a look" insights on your health home now age out after two weeks, so you'll always see a current signal instead of the same one every day. Serious flags now point you straight to messaging your care team; lighter items suggest asking the Health Assistant.

More flexible client offers — The Offers tab now supports trial days, free sessions, or package quantities, with a live preview, a working shareable link, and redemption tracking.

Faster payer setup, better membership reports — When a scanned or typed insurance payer isn't in your list yet, Ready Practice now suggests a match you can link with one click. The Active Members report also now includes a row for each member — name, email, location, membership, and price — instead of just totals.

Your brand, throughout the client experience — Client app onboarding now automatically picks up your clinic's colors, fonts, and logo, with a more polished welcome flow. You can manage all of this — plus available-times layout — from the new Client Apps settings, with a live preview.

What's New — Week of July 6

✨ New

Faster, guided insurance-card capture — Add a policy by capturing the front and back with your webcam or phone; Ready Practice pulls the policy number and effective date automatically.

Eligibility checks happen automatically — Save a client's insurance details and Ready Practice checks their coverage right away, so you don't have to trigger it separately.

Smarter claims workflow — Before you submit a claim, Atlas flags risky or missing details. Once submitted, you can download the CMS-1500 form and track payer status right from the claim.

Electronic remittance enrollment — Enroll for ERA per payer directly from Settings → Insurance & Billing, so remittance advice starts flowing in automatically.

Billing guidance up front — Booking and appointment screens now show a clear "what to collect" line based on the client's actual coverage.

Health Assistant can now see what you share — Attach a photo or PDF in chat and Health Assistant can read it to help answer your question.

⚡ Improved

Group classes book correctly with substitute coaches — Classes covered by a substitute, or by the assigned coach's own scheduled session, no longer disappear from booking.

Coverage & Benefits card explains itself — When an eligibility check comes back sparse or unclear, the card now tells you why, and flags when prior authorization is required.

More accurate lab dates — Lab results now show the true specimen collection date instead of defaulting to today.

Better wearable data for Oura users — Resting heart rate and HRV from Oura now show up in your metric trends, not just your sleep summary.

What's New — Week of June 22

✨ New

Superbills that write themselves — finishing a note with billing codes automatically drafts the superbill, with diagnosis and procedure codes separated and a clear status flow from draft to accepted.

⚡ Improved

Steadier scheduling under the hood — background processing for status changes and notifications now runs on a more reliable cadence, keeping calendars and client statuses in sync throughout the day.

What's New — Week of May 11

✨ New

E-prescribing — prescribe directly from the platform: clinician registration with NPI/DEA, patient sync, pharmacy search, allergy management, and prescriptions pulled back into the record. Available as an add-on.

What's New — Week of January 19

More accurate circadian phase insights — Circadian phases are now calculated from each client's actual sleep events over the last 30 days, giving a truer picture instead of estimates.

Protocol summaries show the full picture — When reviewing a program or protocol, the summary step now displays all the exercises, supplements, and meals that were configured, so nothing gets missed before you finalize it.

Better workout matching in protocol filters — Filtering workouts within programs now correctly surfaces all exercise and strength-training activities, so you're less likely to miss relevant options.

What's New — Week of January 12

✨ New

See treatment plans come to life — clients can now open a protocol detail page with a calendar view, showing their assigned activities and progress at a glance.

Protocol cards you can click into — tap any protocol card to open a detail drawer with weekly progress, upcoming events, and notes.

Credits, trials, and packages, right where you need them — balances now show up on booking and account pages, so clients always know what they have left.

⚡ Improved

Faster appointment booking — available slots load quicker thanks to smarter caching behind the scenes.

Fewer interruptions from page errors — if a new update is released while you're using Ready Practice, the page now refreshes itself automatically instead of showing an error.

Clearer error pages — if something does go wrong, you'll see a friendlier, more helpful screen.

Smarter waitlist booking — the waitlist popup now supports booking one person at a time, only shows slots at the client's waitlisted location, and displays a slot count once options load.

Recurring protocol schedules display correctly — yearly, monthly, and weekly intervals now show accurately wherever they appear.