New Feature Releases: Last 12 Months

Released 3/18/2025: New frequencies added to the Auto-Debit Scheduler:

• 9 weeks
• 10 weeks
• 11 weeks
• 13 weeks
• 14 weeks
• 15 weeks
• 16 weeks
• For more information on how to schedule payments, click HERE

Released: 2/27/2025: Updates to CP Online Forms features

• New display icons to make form types clear
• How to collect billing information online without charging the patient
• How to Collect Patients' Billing Information Securely to Set Up Auto-Debits

Released 1/27/2025: Enhanced flexibility and customization with new Plan Fees & Plan Discount Settings. Allowing offices to streamline service presentations.

• Plan Fees & Plan Discount Settings

Released 12/11/2024: The ability to create weekly care plans

• How to create a new weekly care plan (Detailed Steps with Pictures)

Released 3/18/2024: Auto-Debit Client Projections™

• Stats: What are my Auto-Debit Client Projections™?

Released 3/1/2024: New Care Plan Calculator and Auto-Debit System graphs released on the Dashboard + new search options for care plan enrollment 

• Dashboard Details
• How to search when care plans were enrolled
• How to search for auto-debits from enrolled care plans