What's New — September 3
✨ 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.