12 posts tagged with "Scheduling"

✨ 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.

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.

✨ 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​

New insurance billing setup for services — Set default billing codes, modifiers, and units for each service, mark it cash-only or insurance-billable, and set a place-of-service override — all right in the service editor.

More control over insurance claims — Toggle assignment-of-benefits, override the rendering provider, and see network status (in/out/unknown) directly on the insurance form.

Knowledge Base articles are now editable — Update any Knowledge Base item's content and audience (Staff, Clients, or Both) after it's created, no need to delete and start over.

⚡ Improved​

Required forms on services now save correctly — When you set required forms for a service, they'll stick — no more forms disappearing from the editor after saving.

Appointment status is honest again — Appointment details now clearly show Booked, Confirmed, or Canceled, and the Confirm button is back so you can mark appointments confirmed with one click.

Doctors can now upload their own profile photos — Staff with the Medical role can update their profile picture directly, no admin help needed.

Welcome screens always show your clinic's own content — New clients now always see your clinic's actual welcome message, never placeholder demo content.

✨ 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.

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.

✨ 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.

✨ 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​

Availability that matches how you actually work — set staff availability in flexible blocks, including one schedule across multiple locations at once, and the calendar only ever offers times someone can truly take.

Group classes and sessions — run classes with capacity limits alongside one-on-one appointments, with sign-ups counted correctly against each session.