What's new in Prompt (July 2026)

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This month, Prompt adds conflict detection to bulk scheduling, splits self-pay and insurance billing at checkout, and automates delivery of subjective intake forms before every visit. These updates cut manual fixes so your team spends less time on admin work and more time with patients.

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A double-booked slot here, a blank intake form there. Some mornings, you wish you had backup before you've even had a sip of your coffee.

This month, you do. An AI Assistant for 24/7 support, scheduling that catches its own conflicts, and intake forms that send themselves. Maybe you’ll actually finish your coffee while it’s still warm 😉.

What’s new in Prompt in July 2026? The biggest updates, at a glance

  • Real-time support with a 24/7 AI Assistant 
  • Resolve scheduling conflicts before finalizing bulk appointments
  • Split billing across insurance, self-pay, and do-not-bill in a single visit
  • Capture subjective updates before every visit
  • Keep claims moving with facility-specific signature rules
  • Track every unanswered outcome survey in one place
  • Catch unbilled RTM codes before patient discharge with alerts
  • A dashboard filter that surfaces discharged cases with open eligibility issues

1) Your 24/7 AI Assistant, right inside Prompt

Whether you need a quick answer after hours or guidance while you're working, your Prompt AI Assistant is always available in Need Help > Support. Get instant help with Prompt features and recommended workflows, with our support team still here when you need them.

What you'll notice

  • Real-time answers without leaving Prompt
  • Support available nights, weekends, and everywhere between
  • Less time searching for answers

2) Recurring scheduling with built-in conflict resolution

Bulk scheduling now scans your recurring visit series in real time and flags conflicts as you schedule. Prompt gives you 4 ways to resolve each conflict before you save:

  • Schedule despite conflict
  • Move the visit to the next available opening
  • Skip the conflicting visit
  • Let the patient choose a new time with an online scheduling link

That means conflicts get caught and cleared in the moment, preventing double bookings or visits booked over unavailable time.

What you'll notice

  • A schedule that stays accurate without manual audits
  • Real-time conflict alerts while scheduling recurring visits
  • 4 built-in ways to resolve a conflict without leaving the screen

3) Easily bill insurance and self-pay services in one visit

As you finish documenting a visit, quickly route each service line to Insurance, Self-Pay, or Do Not Bill. Non-covered services are separated from insurance claims at the point of service, so your billing team can move straight to accurate collections.

What you'll notice

  • Fewer billing corrections after the visit closes
  • A clear billing choice for every service line
  • Clean separation between covered and non-covered services

4) Patient subjective updates, ready before every visit

Subjective intake surveys now send automatically before progress notes, re-evaluations, and scheduled visits, no manual send needed. If a pain scale is due, too, it gets combined into one message.

Patient answers land in the chart as a Smart Text suggestion (a pre-filled draft in your documentation you can review, edit, or accept before the visit starts).

What you'll notice

  • More time for quality patient care
  • Less time sending routine paperwork
  • Faster charting with a pre-filled subjective draft

5) Signature rules, set by facility

Running multiple locations just got easier. Signature rules can now be set by facility, by payer, or both, so a single provider account automatically follows the right signing and claim hold requirements based on where care is delivered.

What you'll notice

  • Stronger operations across locations
  • Signature rules that match each facility's needs
  • Claim holds applied to only where they’re needed

6) Survey responses, tracked in one place

Knowing which patients still need to complete an outcome survey is now easier than ever.

The Outcomes Report includes a dedicated No Survey Response tab, giving your team a view of every survey that was sent but never completed. Quickly identify patients who need follow-up and keep your outcomes reporting complete.

What you'll notice

  • A clear read on completion rates to improve outcomes collection
  • Faster follow-up with patients who haven’t responded
  • More complete data to show real patient progress across your practice

7) Protect RTM revenue before discharge

No eligible RTM code should slip through the cracks.

Prompt automatically checks for unbilled, eligible RTM codes before a case is discharged and alerts the provider, giving them one last chance to capture eligible revenue before the case closes.

What you'll notice

  • Protected revenue with one less thing to double check
  • A proactive RTM billing check before discharge
  • Greater confidence that eligible RTM codes are captured

8) Identify and resolve eligibility issues after discharge

Patient discharge doesn’t always mean the revenue cycle is complete. The Eligibility & Authorizations dashboard lets you filter for recently discharged cases with unresolved eligibility or authorization issues, making it easy to identify patients who still need insurance follow-up.

Set the lookback window up to 30 days to match your practice's billing and statement cycles.

What you'll notice

  • Greater confidence that revenue opportunities aren’t missed
  • Recently discharged cases with open insurance issues, surfaced automatically
  • A lookback window that matches your billing cycle

How we release and why it matters

Prompt ships updates every 2 weeks, so your team spends less time waiting and more time working with better tools.

July's releases are about catching problems early: a scheduling conflict, an unbilled RTM code, a discharged case with an unresolved eligibility issue. Less to catch after the fact means more time for the work that actually needs you.

FAQs

What if I don't want certain codes to have a self-pay rate? The Self-Pay option only shows up at checkout for codes with a self-pay rate configured in the Charge Master, so anything you don't set up stays insurance-only or do-not-bill.

What happens if a provider has more than one signature rule set? Prompt applies the most specific match first: facility and payer together, then facility only, then payer only, then the provider default. The most targeted rule always wins.

Do I need Prompt Engage for the RTM discharge alert? Yes. This check only runs if your site has Prompt Engage active and the case is RTM-enabled.

What if the AI Assistant can't answer my question? Click Contact Support right from the chat. It pre-fills your Product Area, Request Type, Subject, and question for our support team, so you don't have to retype anything.

What kinds of scheduling conflicts does Prompt catch? 5: a provider at capacity, a provider not scheduled to work, that patient already booked that day, a provider's time off, or the clinic being closed.

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