What's new in Prompt (February 2026)

More visible patient progress, better lead conversion, and faster enrollment. See what's new in Prompt in February

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When you’re running a practice that delivers incredible care and runs with precision, clarity isn’t a “nice to have.” It’s oxygen. You should be able to spot progress without squinting, move patient leads forward without second-guessing, and keep revenue flowing without adding more tabs (or headaches).

This month's updates sharpen the workflows you already rely on, so your team can act faster with better visibility.

TL;DR for February

  • See patient progress instantly inside visit documentation
  • Convert more leads into scheduled visits with stronger Lead Tracking (Prompt Plus)
  • Enroll Medicare payers faster with bulk eligibility setup
  • Resolve self-pay balances in fewer clicks
  • Submit more complete Workers’ Comp and Auto claims

See patient progress while you document

Clinical decisions happen in real time. Now outcomes data does, too.

The Outcomes Progress view brings survey results directly into the Document tab with clear graphs and tables that automatically calculate score changes from first visit to most recent.

What you’ll notice

  • See cumulative progress across the entire episode of care
  • View both raw score change and percentage improvement instantly
  • Make data-backed care decisions without manual math
  • Show patients clear proof of progress in seconds

Convert more leads into scheduled visits (Prompt Plus)

Momentum matters. The easier it is to move from inquiry to appointment, the more likely it happens.

View every lead in one place. Send booking links instantly, track follow-up progress, and monitor what’s converting, all from a single dashboard.

What you’ll notice

  • Turn interest into scheduled visits faster with instant booking access
  • Track exactly where each lead stands with automated milestones
  • See conversion performance by source to guide smarter growth decisions
  • Access lead charts directly from the Patients module

Enroll Medicare payers for real-time eligibility with ease

Verification setup should not require spreadsheets or support tickets.

Select your Medicare Part A and B payers and submit enrollment for electronic eligibility in just a few clicks. Most enrollments are completed in about 3 days, so your team can verify Medicare coverage in real time without delays.

What you’ll notice

  • Eliminate manual NPI tracking and back-and-forth emails
  • Get real-time eligibility active faster for Medicare payers
  • Reduce administrative lift across teams or locations

Close Self Pay claims efficiently

Revenue should move steadily, not stall on repetitive tasks.

Bulk Smart Cash Pay Posting lets you apply patient credits across multiple Self Pay claims at once, starting with the oldest date of service.

What you’ll notice

  • Resolve aging balances faster
  • Reduce repetitive billing work
  • Keep credit application consistent and accurate

Submit stronger Workers’ Comp and Auto claims

Workers’ Comp and Auto claims depend on complete documentation.

Automatically include required Script or Authorization files and attach additional documents before submission to reduce delays and follow-ups.

What you’ll notice

  • Improve first-pass claim completeness
  • Reduce documentation-related delays
  • Submit complex claims with confidence

How we release and why it matters

Prompt releases updates about every 2 weeks so clinics benefit from improvements while they are still relevant.

This month’s releases focus on clarity and momentum. Clear progress data. Clear lead visibility. Clear billing workflows.

FAQs

How does the Outcomes Progress view calculate improvement?
It automatically measures the difference between a patient’s first and most recent total score and displays both raw score change and percentage improvement across the full episode of care.

How do automated milestones help convert leads?
Milestones update based on real actions like eligibility verification, paperwork completion, and visit booking. Your team can instantly see what’s complete and what needs attention.

How quickly does Medicare Part A & B enrollment activate?
Enrollment is typically completed in about 3 days, helping real-time eligibility checks go live sooner for Medicare payers.

What happens when Bulk Smart Cash Pay Posting runs?
Prompt applies patient credits starting with the oldest date of service. Fully paid visits move to Closed automatically, helping keep AR clean and current.

How does this update reduce delays for Workers’ Comp and Auto claims?
Prompt can automatically include the latest Script or Auth files and allows you to attach an additional document before submission, improving first-pass completeness.

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