RTF Formatting Options for Visit Notes

You can add non-client contacts to a client from the client profile. This is helpful when the client has other people that need appointment reminders, a separate portal channel and to handle billing for the client. The most common scenario where this functionality would be useful is the child/parent scenario.

You can now see the date/time of the clients previous session and next scheduled session if you add the columns to the Appts List. If no session exists. It displays “None”.

Note: The ways these were pulled in does not allow them to be sorted or downloaded to the CSV.

For claims, when the ERA comes back and updates an invoice with a patient balance, instead of auto-charging the client due to possible errors from the payer, we have added a new filter for this scenario on Lists > Claims > Appointments > Payments Filter. Users would be able to filter, select all and do a Bulk Action to auto-charge those clients.

This shows total income by practitioner on the dashboard.

Further filtering can prevent billing errors. Now you can see all appts with unlocked notes so they know what to follow up with so they can submit claims.

Now you can see all claims with locked notes so you know the claims is ready to be submitted.

This allows for different modifiers to be applied to the same code as long as there is a different Place of Service. Helpful when you are using the same code but a different modifier depending on if it’s telehealth or in-office.

This will give the date the appt was last updated which gives the date the appt was cancelled which wasn’t included previously in the CSV.

You can order, track and get lab results from 30+ lab companies via Rupa Health under More > Integrations.

For claims, sometimes an ERA comes back and updates an invoice with a patient balance. practiceQ doesn't auto-charge these due to possible errors from the payer. Instead, we have added a new filter for this scenario on Lists > Claims > Appointments > Payments Filter. You can filter by those claims that have been updated, select all and do a Bulk Action to auto-charge those clients.

From Lists > Clients, the date/time of the client's previous session and next scheduled session are available as columns. If no session exists. It displays “None”.

To enable these, click the "Columns" button and check "Last Session" and "Next Session".

The ways these were pulled in does not allow them to be sorted or downloaded to the CSV.

We have added some new filters to help spot claims that need follow up.

The new filters can be found on and

The "Warning" filter will call out claims that may need follow up after the ERA comes back from the insurance payer by showing a colored icon next to the item. The following options are available.Users can also filter by Procedure Code and Facility.

The client's DOB and Age are displayed next to the name when writing notes. This allows for easy identification that they are working on the right client.

You can now view the ERA file and EOB for the Insurance Payment when adding.

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This was released some time back but we display the reason codes for denied claims in the claim notes.

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We added the session date to the claims when selecting more to add to a payment. You can also sort by session date vs the claim number and you can multi-select claims to add to the payment now.

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Scheduled Emails and SMS can now be based on the Appt Date OR the Booking Date

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Have visibility into any appointments that may be missing notes and create the note on the spot!

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Stack modifiers by CPT code to automate which modifiers get used for codes on specific payers. Preiously you could only enter one modifier. Now you can enter more separated by a space.

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We now offer advanced location timezone support for those clinics that utilize a physical address and providers working in various timezones. Please email hello@intakeq.com for more information on implementing this.

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