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Growth Content Backlog — shipped features & announcement status
Purpose: the single source of truth for "what did we ship, and have we told anyone?" Feeds the
/growth-contentskill (Loop A: feature announcements). Nothing gets lost between shipping and announcing. Update theAnnouncestatus when content goes out.Companion:
growth-contentskill (produces the copy-paste bundles) ·atlas-operator-plan.md§6.A/§10 (why this exists). Source when seeding new rows: recent commits,FEATURES.md,ROADMAP.md, and the task list.
Legend
- Audience:
Clinic(existing customers — retention/expansion) ·Prospect(top-of-funnel) ·Internal(do NOT announce) - Announce:
🆕 unannounced·✍️ drafted·📢 posted (channel)·—(internal, skip)
Voice rules (enforced by the skill)
- Brand = Ready Practice. The AI assistant is Atlas (never "Basis AI").
- No medical claims (HIPAA/marketing) — describe the tool, not health outcomes. "Draft clinical notes faster," not "improve patient outcomes."
- Lead with the clinician/owner benefit, not the mechanism. Concrete > hype.
- Never expose PHI or a specific clinic's data in public content.
Backlog
| Feature | Shipped | Audience | Announce | Changelog one-liner |
|---|---|---|---|---|
| Plan of Care (build a program that mixes booked clinic-visit goals with habits & supplements; client sees attended/target progress on one plan card) | 2026-08 | Clinic + Prospect | 🆕 | Build a real plan of care — set a target number of visits alongside habits and supplements, and watch each client's attended-vs-target progress on one card. |
| Chat Blast (broadcast a message to a filtered audience — by membership, status, payer, or booking behavior — with a 2-step review and sent history) | 2026-08 | Clinic | 🆕 | Message the right clients at once — filter by membership, status, or who hasn't booked lately, review, and send as your Care Team. |
| Guest invite email (a guest added to a booking is captured as a lead and emailed a branded invite + calendar file) | 2026-08 | Clinic + Prospect | 🆕 | When a client brings a guest, that guest gets a branded invite with a calendar file — and lands in your leads list automatically. |
| Link appointment to a program (associate an appointment with one of the client's active programs from its details) | 2026-08 | Clinic | 🆕 | Tie any appointment to the client's program so the visit counts toward their plan. |
| Referral rewards (turn on referral credits — a fixed amount or a % of the referred client's first payment — applied to the referrer's balance) | 2026-08 | Clinic + Prospect | 🆕 | Reward clients for referrals automatically — a fixed credit or a share of the new client's first payment, applied with one click. |
| Book & pay later (let clients choose pay-now or pay-later when booking a chargeable service; pay-later posts to their balance) | 2026-08 | Clinic | 🆕 | Give clients a pay-later option at booking — the cost lands on their balance and the appointment shows what's owed. |
| Open-gym QR check-in (members scan a per-location QR to check in with no appointment; they appear in the dashboard's In Session) | 2026-08 | Clinic + Prospect | 🆕 | Let members check themselves in with a scan — no appointment needed, and you see who's in the building live. |
| Google Calendar 2-way sync (bookings land on your real calendar; reschedules move the event, cancels remove it) | 2026-07 | Clinic | 🆕 | Appointments now live on your actual Google Calendar — reschedule and the invite moves with the same Meet link; cancel and it disappears for everyone. |
| Reschedule across services (switch the service, not just the time, mid-reschedule) | 2026-07 | Clinic | 🆕 | Rebook a Personal Training slot as Physical Therapy in one step — schedule, event name, and activity history all follow. |
| Refreshed staff sign-in (Ready Practice branded login for the staff platform) | 2026-07 | Clinic | 🆕 | A cleaner, branded front door for your team at platform.basishealth.io. |
| Insurance claim tools (one-click CMS-1500 PDF, live payer status checks, plain-language rejection guidance) | 2026-07 | Clinic | 🆕 | Download payer-ready claim forms and ask the payer where any claim stands — right from the claim. |
| Atlas pre-submission claim review (AI denial-risk check before you submit) | 2026-07 | Clinic | 🆕 | Atlas reviews every claim for denial risks — modifiers, code pairing, missing rates — before it goes out. |
| Superbill PDF for patients (one-click branded reimbursement statement for cash-pay / out-of-network clients) | 2026-07 | Clinic | 🆕 | Hand any client a clean, branded superbill PDF to submit to their insurer — generated straight from the visit's coded note. |
| Clean-claim guards (auto therapy modifiers + provider-scope checks + future-date block before submit) | 2026-07 | Clinic | 🆕 | Claims get the right therapy modifiers (GP/GO/GN) automatically and are stopped before they'd bounce for an out-of-scope provider or a future service date — fewer denials, less rework. |
| Client coverage & benefits tracking (auto-filled from eligibility checks, visit-allowance countdown per covered period) | 2026-07 | Clinic | 🆕 | See what each client's insurance covers — and how much allowance is left — right on their profile. |
| Ready-to-bill queue (#795) (coded visits become draft claims automatically and collect in one queue) | 2026-08 | Clinic | 🆕 | Coded visits turn into ready-to-file claims on their own — your biller works one queue instead of hunting for chartable encounters. |
| Billing workspace + Review & submit (#797) (Bill & Collect / Claims / Transactions, with a scrubber + AI denial-risk check before you file) | 2026-08 | Clinic | 🆕 | One billing workspace: review every draft claim with a scrubber and an AI denial-risk check, then file the clean ones together. |
| Secondary / COB claims (#784) (after the primary pays, send the balance to secondary insurance — coordination of benefits built automatically) | 2026-08 | Clinic | 🆕 | Bill a second insurance in one click — the coordination-of-benefits detail is built from the primary payer's remittance for you. |
| Corrected & voided claims (#785) (resubmit a replacement or void a filed claim with the right frequency code + original reference) | 2026-08 | Clinic | 🆕 | Fix a filed claim the right way — resubmit a correction or void it, and the payer replaces the original instead of rejecting a duplicate. |
| Denial worklist + AI appeals (#802) (denied claims decoded into plain language with a next action; Atlas drafts a payer-ready appeal you review and send) | 2026-08 | Clinic + Prospect | 🆕 | Denied claims come back explained in plain English with a next step — and Atlas drafts a payer-ready appeal, grounded in what's overturned similar denials, for you to review and send. |
| Client A/R ledger & balances (#710) (per-client running balance; settle by card on file, invoice, or cash/check; post insurance patient-responsibility) | 2026-08 | Clinic | 🆕 | Track what every client owes across visits and collect it — card on file, invoice, or cash — with insurance patient-responsibility posted straight to their balance. |
| Coverage badge (T4) (per-client eligibility/coverage at a glance from the latest benefits check) | 2026-08 | Clinic | 🆕 | See each client's coverage at a glance — active, in-network, copay, deductible left — right on their profile and appointment. |
| Superbill saved to client documents (#800) (an issued superbill is filed to the client's documents automatically) | 2026-08 | Clinic | 🆕 | Every superbill you issue is saved to the client's documents automatically, so cash-pay clients can grab it themselves for reimbursement. |
| Automatic eligibility checks (#786) (coverage re-checked nightly for tomorrow's visits and at booking) | 2026-08 | Clinic | 🆕 | Coverage stays current on its own — Ready Practice re-checks eligibility the night before each visit and again at booking, no manual check needed. |
| Atlas in Slack — AI employee (ops Q&A, approvals as Slack buttons, ⌘K parity) | 2026-07 | Clinic | 🆕 | Run your practice from Slack — ask Atlas anything, approve actions with a click. |
| Atlas ops write-tools (invite clients/staff, time-off, products, services, memberships, tasks, reschedule) | 2026-07 | Clinic | 🆕 | Tell Atlas what you need done — it drafts the change and you approve it. |
| Atlas creates services & memberships (with live Stripe pricing) | 2026-07 | Clinic | 🆕 | Spin up a new bookable service or membership by describing it — price and all. |
| Atlas duplicate (services, memberships, copy a protocol client→client) | 2026-07 | Clinic | 🆕 | Clone a service/membership, or copy one client's protocol to another, in one line. |
| Atlas proactive insights (observation engine — "Need Attention" briefing) | 2026-06 | Clinic | 🆕 | Atlas surfaces what needs your attention before you go looking. |
| Atlas copilot — streaming + extended thinking (SSE, Opus) | 2026-06 | Clinic | 🆕 | Faster, deeper Atlas answers with live reasoning. |
| Chat draft-assist (✦ Draft with Atlas) + auto-categorize incoming messages | 2026-06 | Clinic | 🆕 | Reply to clients faster — Atlas drafts the message and sorts your inbox. |
| Scheduled tasks (one-time + recurring reminders/reports) | 2026-06 | Clinic | 🆕 | Ask Atlas to run something on a schedule — "every Friday, send me a revenue report." |
| Clinic analytics engine (nightly rollups + live reports) | 2026-06 | Clinic | 🆕 | Ask for any report in plain English — revenue, sessions, retention. |
| Marketplace (catalog, vendor management, storefront, fulfillment pipeline) | 2026-06 | Clinic + Prospect | 🆕 | Sell products to your clients with a built-in storefront and fulfillment. |
| Trust Center (Ready Practice rebrand, security controls, subprocessors) | 2026-06 | Prospect | 🆕 | See exactly how Ready Practice protects your practice's data. |
| AI Scribe (backend) | 2026-06 | Clinic | 🆕 | Turn a visit recording into a structured clinical note. |
| Multi-location availability + holiday blocks + calendar filters | 2026-03 | Clinic | 🆕 | Manage availability across locations, block holidays, filter your calendar. |
| Waitlist + fee management improvements | 2026-03 | Clinic | 🆕 | Smarter waitlists and clearer cancellation/late fees. |
| Programs/protocols (circadian phases, workout filters, presets) | 2026-03 | Clinic | 🆕 | Build richer protocols — circadian phasing, workout/supplement presets. |
| Basis Web client portal — protocol detail + calendar view | 2026-03 | Clinic | 🆕 | Clients see their full protocol on a calendar in the portal. |
| Autonomous dev pipeline (nightly orchestrator, triage/build/QA agents) | 2026-03 | Internal | — | — |
| Error capture pipeline (Sentry webhook, Slack alerts) | 2026-06 | Internal | — | — |
| Booking embed.js content-type fix | 2026-07 | Internal | — | — |