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Q1 2026 Initiatives
AI Powered Report Generator
High PriorityBuild exactly the reports you need with a guided experience that handles complex data while staying easy to use.
- Step-by-step report builder with clear progress and validation at every stage
- Create reports manually or start from a plain-language description and refine the results
- Select data from primary records and related records, including nested relationships
- Configure columns, filters, and default values
- Review the full report setup before running it
- Instantly preview results in-app with pagination
- Export complete datasets to CSV
In development
Real-Time Insurance Eligibility Verification
High PriorityCheck patient insurance eligibility instantly, right where your team works.
- Run real-time eligibility checks directly from the patient profile or appointment schedule
- See eligibility status and basic coverage details without leaving the workflow
- Always view the most recent eligibility result on the patient profile summary
- Clear, simple display of active or inactive coverage
In development
The Pipeline
Additional initiatives are evaluated continuously based on client feedback, compliance updates, and operational impact. Our roadmap evolves to address the most pressing needs of healthcare providers and their patients.
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Your input helps shape our roadmap. Tell us what features would make the biggest impact for your practice.
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Roadmap subject to change based on regulatory needs and client impact.