What’s new in EzPraxis.

1. October 2026

   • Claims & Insurance PaymentsNew

     Claims from appointments and TCM notes, 837P files, CMS-1500 forms, ERA import, corrected, void and secondary claims, denials and appeals, and claims dashboards and reports (Insurance Clearinghouse add-on). Secondary and tertiary insurer payments can be posted too.

2. September 2026

   • Billing reports and dashboards

     Receivables Aging, Collections & Refunds and Payor Mix & Denials reports; Outstanding Receivables, Receivables Aging, Cash Collected and Biller Work Queue widgets; and a Stripe reconciliation screen.

   • Treatment plan widgets

     A linked-notes badge, a Partially Met status and a printable Treatment Plan Summary.

   • Shared documents and email templates

     A full-screen share wizard, intake templates managed as shared documents, and client-facing emails you can customize for each location.

   • Units widgets for TCM

     Dashboard widgets for units by note and by billing status.

3. August 2026

   • Scheduling Conflict DetectionNew

     Alerts when an appointment overlaps another for the same client or clinician, across locations, products, recurring series and clinician availability, plus a new Not Available calendar event.

   • Default dashboards for new users

     New users start with the library dashboards they have access to, already pinned.

4. July 2026

   • Online Patient PaymentsNew

     Card payments through Stripe, saved cards, refunds, client invoices, statements, superbills and receipts (Client Payments add-on).

   • Copay, coinsurance and deductible split

     Split the patient’s share, track out-of-pocket maximums, and record CARC/RARC codes on EOB lines.

5. May 2026

   • HIPAA activity log

     A tamper-evident activity log replaced the old event log.

   • Supervisors schedule TCM services

     Supervisors can schedule and edit TCM services for their supervisees’ clients.

6. April 2026

   • Customizable DashboardsNew

     Library dashboards and per-user dashboards built from dozens of widgets.

   • Problem-based treatment plans

     Initial treatment plans with reviews, addendums and discharge.

   • Legal-guardian signatures

     Guardians sign on a client’s behalf, with an email notification.

Also this year.

• The Daily Appointments Board, with inline status changes and telehealth and in-office icons (EHR).
• The Prior Authorization tool and authorization-letter upload.
• Clinician compensation: invoice numbering, W-2/W-9 contractor type, shared compensation plans and manual invoice edits.
• Client portal: invitation links, a one-page demographics form, a date-of-birth check and Needs Attention for rejected intake documents.